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Title page 1
Contents 3
Acknowledgments 2
Executive summary 4
Introduction: SSAs and the US defense advantage 5
Problem statement: US defense strategy-the five fault lines 6
Advantages offered by SSAs 6
Understanding SSA structures, proxy models, and national interest determinations 9
SSAs under fire: Risks and critiques 10
A risk-benefit analysis 12
The SSA model and the future of defense technology 15
Policy recommendations to maximize SSA benefits 16
1. Coordinate export strategies with SSA-governed firms 16
2. Use SSA companies to expand US access to global defense markets 16
3. Counter Chinese and Russian arms sales with SSA-backed defense agreements 16
Streamlining SSA approval processes to encourage more investment 16
1. Establish a clearer and faster SSA approval process 16
2. Elevate SSA-governed companies within US defense industrial strategy 16
3. Expand SSAs to include emerging defense tech companies 17
4. Establish a post-war SSA program for Ukrainian defense startups 17
5. Use SSAs to deepen AUKUS defense collaboration 17
6. Strengthen supply chain risk management for SSA-governed firms 17
Pathfinder projects for further SSA integration 18
1. AI-driven multi-domain ISR: Closing transatlantic intelligence gaps 18
2. Counter-hypersonic defense: Aligning US and allied missile interceptors 19
3. AI-enabled maritime security: Unmanned naval defense networks 19
4. AI-driven cyber and electronic warfare resilience 19
Conclusion: Reforming SSA policy to enable scalable implementation 20
Tables 8
Table 1. US and foreign direct investment positions 2022-2023 8
Table 2. Key differences between SSA companies, proxy companies, and NIDs 9
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