Skip to content
You can now search across every topic, entity and event.What's new
Drones: Industry & Defence
20AUG

Kongsberg lands Fugro and DOF deals

1 min read
16:38UTC

Kongsberg Discovery signed a Main Supplier deal with survey group Fugro and logged a HUGIN robot-submarine order from DOF, the same fortnight it won a US Navy design lead.

TechnologyDeveloping
Key takeaway

Kongsberg's Fugro and DOF orders show one subsea robot line selling into defence and commercial survey at once.

Kongsberg Discovery signed a Main Supplier agreement with survey group Fugro and logged a HUGIN autonomous underwater vehicle (AUV) order from Norwegian offshore operator DOF, booked through its Kongsberg Listen subsidiary. 1 2 Fugro is a Dutch geo-data firm that runs AUV fleets for offshore inspection; the HUGIN is Kongsberg's survey-grade robot submarine, the same product family behind its 3 July subsea-infrastructure protection win .

Both commercial orders moved in the same fortnight the US Defense Innovation Unit picked Kongsberg to lead its CAMP extra-large uncrewed submarine design. The two beats sit in different markets, defence architecture on one side and commercial survey on the other, yet they run on one product line. The same subsea autonomy Kongsberg sells into a navy design programme it also sells to an offshore survey operator, which spreads its industrial base across both markets rather than leaving it dependent on defence procurement cycles alone.

Deep Analysis

In plain English

Kongsberg, the Norwegian company also picked to help design a new US Navy underwater drone, has signed two commercial deals in the same period: a supply agreement with the survey company Fugro, and an order for one of its HUGIN underwater robots from the offshore firm DOF. This shows the same underwater-robot technology built for the military is also used by ordinary offshore companies for jobs like inspecting pipelines and seabed cables, alongside its warship uses.

Deep Analysis
Root Causes

Kongsberg's HUGIN autonomous underwater vehicle line was developed under defence and research funding over more than two decades, giving it a track record commercial survey operators like Fugro and DOF can rely on without funding their own vehicle development, which is why both signed with an established defence supplier rather than a commercial-only start-up.

The same fortnight that produced these commercial orders also produced Kongsberg's US Navy XLUUV design win, evidence the underlying vehicle and sonar technology serves both markets from a single product line rather than requiring separate defence and commercial variants.

What could happen next?
  • Meaning

    Kongsberg's simultaneous defence and commercial subsea orders spread its industrial base across both markets rather than concentrating it in one.

First Reported In

Update #7 · Thales buys Exail; UK retires a minehunter

Kongsberg· 18 Jul 2026
Read original
Causes and effects
This Event
Kongsberg lands Fugro and DOF deals
The same subsea product line selling into both defence design work and commercial survey shows Kongsberg spreading its industrial base across two markets at once.
Different Perspectives
South Korea's Defense Acquisition Program Administration
South Korea's Defense Acquisition Program Administration
DAPA folded drone and roadside-bomb jammers into an 18-year, KRW 3.448 trillion K2 tank upgrade approved 11 August, rather than fund counter-drone kit as its own programme. Seoul is treating the threat as permanent enough to write into a platform's lifecycle, not urgent enough to buy ahead of it.
NATO Support and Procurement Agency
NATO Support and Procurement Agency
NSPA named five pre-qualified counter-drone suppliers under new framework contracts on 27 July, giving allies a purchasing route with no published budget attached. A framework without committed money is an instrument waiting for a spending decision, not a guarantee one is coming.
Ukraine's Ministry of Defence
Ukraine's Ministry of Defence
Ukraine's forces strike with more than 70 AI and computer-vision systems drawn from over 200 domestic producers, the ministry said on 18 August, a supplier base neither Washington's tariff fight nor Beijing's export licence touches. Kyiv is scaling capability faster than either government is writing rules for it.
A European drone-component manufacturer
A European drone-component manufacturer
A European manufacturer selling components into the United States faces the same 100 per cent tariff and 3 September deadline as any other foreign supplier, with the duty-free onshoring carve-out available only to firms building on American soil. That leaves it to absorb the cost, relocate assembly, or cede the US market rather than shop around a rival supply chain.
Chinese drone component exporters
Chinese drone component exporters
Exporters now need a case-by-case licence for each US-bound dual-use shipment after MOFCOM's 5 August order, with no published review clock. The same week Shenzhen logged nearly 200,000 domestic logistics-drone sorties and Hunan reported record spraying coverage, a home market large enough to absorb what the licence regime slows from leaving the country.
US drone manufacturers
US drone manufacturers
The onshoring carve-out protects Performance Drone Works' $820 million War Department loan, but the same 3 September deadline hits Red Cat Holdings and Unusual Machines, both filing over 500 per cent revenue growth on 6 August, on Chinese-sourced components with no qualified domestic substitute yet.