Alman Helvas

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Alman Helvas

Alman Helvas

@AHelvas

Defense Market & Industry Consultant Former Jane's Representative - Indonesia NO QUOTE WITHOUT PRIOR CONSENT Wartawan "ZONA JAKARTA" DILARANG KUTIP TANPA IZIN!!

Jakarta Capital Region Katılım Şubat 2019
18 Takip Edilen9.4K Takipçiler
Alman Helvas
Alman Helvas@AHelvas·
Once warranty period end by 2027, ID's A400M will have ILS issue if ILS doesn't procure this year. That's include spare engine because 2 A400M has no spare engine at all. Similar ILS issue also a challenge for 5 C-130J. C-130J also need additional spare engines for sustainment.
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Alman Helvas
Alman Helvas@AHelvas·
With fiscal and monetary sector turbulence, it'll have impact on MoD's plan for defense procurement commence by H2 2026. IDR depreciation against USD and possible rating downgrade are facts. Does MoD care about that? Or just move forward whatever happen?cnbcindonesia.com/opini/20260524…
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Alman Helvas
Alman Helvas@AHelvas·
If JP want to export their Mogami class frigate, are they ready to sell on full configuration of JP made equipment? It's like if you buy FR made frigate, the frigate will be equipped with Thales and MBDA subsystems. Or Leonardo and MBDA made subsystems for frigate made by IT.
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Alman Helvas
Alman Helvas@AHelvas·
Which agency can stop or at least slow down ID aggressiveness on defense spending? Credit rating agencies and FX market. Most of credit rating agencies has downgraded ID outlook. FX market has punished ID government with IDR depreciation. Any chance for rating downgrade in 2026?
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Alman Helvas
Alman Helvas@AHelvas·
ID bought RU made air-to-air missiles more than one decade ago. How about readiness level of these missiles today? Has the missile's propellant rocket motor expired or not? If expire, has the propellant replace with the new one? Propellant always a critical issue for any missile.
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Alman Helvas
Alman Helvas@AHelvas·
In June and July 2026, there will be events that directly or indirectly related to ID defense acquisition program. Defense procurement isn't just about to buy weapon, but also about economic factors. You can sign a contract, but it doesn't mean market will be friendly with you.
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Alman Helvas
Alman Helvas@AHelvas·
GM400α showcased at Halim AFB supposed been installed in Takalar radar site. Not clear yet how long that radar will be kept in storage before moving to Takalar. Even the first radar hasn't been installed and commissioned yet in Landasan Ulin. It's all about project management.
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Alman Helvas
Alman Helvas@AHelvas·
It's a fact that in recent years ID has jump from a light frigate to a heavy frigate which offer better capabilities. It may help ID to conduct certain operations related to limited naval projection. To exploit such capabilities need more money to invest. youtube.com/watch?v=MWrIU2…
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Alman Helvas
Alman Helvas@AHelvas·
At least since early 2000s ID never overhaul its defense procurement policy. Always buy platform first, then spare parts and missiles later. This policy kind of in perpetuity. It's time to overhaul this policy or else ID armed forces is hollow force. cnbcindonesia.com/opini/20260517…
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Alman Helvas
Alman Helvas@AHelvas·
IDR depreciation against USD is good for ID defense procurement program. For program funded by Rupiah Murni, exporter country won't receive IDR, they preferred USD. For program funded by foreign loan, it will create burden (cost of credit and domestic source counterpart budget).
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Alman Helvas
Alman Helvas@AHelvas·
AIR's most challenging issue on ID defense market is robust compliance and governance. This Pan-European firm won't lower the bar just for a few A400M or even A330 MRTT+. Can ID purchase four more A400M depend on whether ID want to follow rules of the game set by AIR or not.
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Alman Helvas
Alman Helvas@AHelvas·
Between 2001-2004, there were about 73-75 posts for admiral rank in the ID navy's structure, from one star to four stars. Fast forward to 20s years post-2001-2004, admiral posts has expanded and bubbled into 193 posts. That's excluded any admiral serve outside navy's structure.
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Alman Helvas
Alman Helvas@AHelvas·
While ID and US want to move forward on defense cooperation, a critical issue create a kind of drag. Such drag isn't significant, it wouldn't hindered cooperation on many fields. The drag is a common concern, however US can't move forward to clear it due to fundamental principle.
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Alman Helvas
Alman Helvas@AHelvas·
Despite effort to classify ID's defense acquisition program as top secret, seems a procurement program from US will move forward either in 2026 or 2027. ID and US still discussing the related matters. The bad news is this program is FMS, not DCS. No role for makelaar. Bad for ID!
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Alman Helvas
Alman Helvas@AHelvas·
ID should set expectation on cooperation with AIR because ID isn't on AIR's global map for business development. Moreover, ID has vanished into thin air US$500 million business opportunity with AIR a few years ago. And don't forget, AIR uphold compliance. cnbcindonesia.com/opini/20260512…
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Alman Helvas
Alman Helvas@AHelvas·
Do you want to know about the state of Indonesian defense procurement? Do you want to hear a vivid and straightforward opinions on today's Indonesia defense acquisition? Here the link: youtube.com/watch?v=wSXLAX…
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Alman Helvas
Alman Helvas@AHelvas·
When will ID buy Aster 15/30 for PPA? It's depended on decision maker's preference, whether such missiles deem necessity or not. Today's decision-making process is arbitrary, depend on taste, on whim, not depend on rational consideration. In terms of compliance, MBDA uphold it.
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Alman Helvas
Alman Helvas@AHelvas·
We couldn't shrug off bad prediction on ID economy in 2026 due to market's less confidence on fiscal policy. If such prediction manifest into reality, let's see whether government will move forward for big defense procurement finance by foreign loan. See what happen in July 2026.
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Alman Helvas
Alman Helvas@AHelvas·
Moody's, Fitch downgraded ID outlook while maintain its rating. Will S&P downgrade ID outlook and rating? Even without downgrade rating, ID cost of credit is more expensive today than before. With market less confidence on ID's fiscal, does ID still insist to buy weapons from TR?
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Alman Helvas
Alman Helvas@AHelvas·
Why did some ID's media have a fantasy that AIR will set up manufacture facility and or MRO here? Such thing won't happen. ID isn't on AIR radar for manufacture and MRO facilities in the Asia Pacific. ID/PTDI has failed previous aerostructure partnership with AIR due to no money.
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