Without Factories in Europe, There Will Be No Orders: Is a New Reality Emerging in the Arms Market?
The European defense industry is entering a period of profound transformation. Production capacity is expanding at an unprecedented pace in peacetime, reshaping the…
The European defense industry is entering a period of profound transformation. Production capacity is expanding at an unprecedented pace in peacetime, reshaping the existing industrial base. New plants, expansions, and infrastructure projects cover millions of square meters, and analytical estimates indicate a several-fold increase in investment activity compared to the period before 2022. The onset of high-intensity warfare on NATO’s eastern flank is leading governments to build up capabilities for protracted conflicts, rather than merely replenishing stocks on a one-off basis.
At the heart of this change lies a shift from “just-in-time”…



