What do Su-35S deliveries 2025 signal for sanctions?

They suggest Russia can still assemble and accept frontline fighters despite restrictions. Workarounds, inventories, and alternative sourcing likely help. This does not mean sanctions are ineffective, but it shows partial adaptation. Investors should expect prolonged friction and periodic supply tightness rather than an immediate production stop.

Why should Japan-based investors care about these fighter jet deliveries?

Japan has strengths in specialty metals, composites, and precision electronics used across aerospace and industrial markets. Continued Su-35S deliveries 2025 can tighten global supplies and lift logistics costs, affecting margins in JPY terms. The theme also supports global defense demand, which can redirect orders toward compliant suppliers in allied markets.

Which sectors in Japan are most exposed to knock-on effects?

Materials, precision machining, testing and inspection, logistics, and insurers could see impacts. Dual-use suppliers may benefit from stronger demand while managing compliance. Commodity-sensitive manufacturers face cost swings. Exporters should watch FX, freight, and lead times, as these drivers may shift after notable fighter jet deliveries or sanction announcements.

How can investors manage risks tied to Su-35S deliveries 2025?

Use scenario analysis for input costs, shipping spreads, and currency. Favor companies with pricing power, diversified customers, and clear export-control processes. Keep FX hedges disciplined, monitor order books and supplier lead times, and adjust positions after verified batch handovers or enforcement changes that alter material availability.

Global Market Insights

December 28: Su-35S Deliveries in 2025 Signal Output Despite Sanctions

ByHuzaifa Zahoor December 28, 2025December 28, 2025

Su-35S deliveries 2025 have continued in repeated batches, signaling that Russia’s fighter output remains active despite sanctions. For investors in Japan, this matters for defense exposure, aerospace materials, logistics, and currency risk. Reports point to ongoing Rostec production serving the Russian Aerospace Forces, which may tighten supplies of key inputs and keep geopolitical risk elevated. We outline what the cadence of fighter jet deliveries suggests, who could feel secondary effects, and how to position portfolios for 2025.