European Strategic Autonomy as an Investable System
From geopolitical ambition to industrial, technological and financial mapping.
19 pages · PDF · 27 June 2026 · Licensed single-user copy, watermarked to the buyer
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About this report
European strategic autonomy has moved from diplomatic vocabulary into the domain of industrial strategy and capital allocation because Europe’s vulnerabilities are no longer isolated policy problems.
They now cut across raw materials, semiconductors, energy, cloud infrastructure, AI compute, defence production, cyber resilience, space systems, critical medicines, grids, ports, subsea cables and financial-market infrastructure. The issue is not whether Europe can or should become self-sufficient.
Key questions this report answers
- Why has European strategic autonomy moved from diplomatic vocabulary into an investable industrial and capital-allocation category?
- How does the dependency map connect political sovereignty to industrial capability across materials, semiconductors, energy, cloud, defence and space?
- What enabling technologies, bottlenecks and financial transmission mechanisms shape strategic autonomy?
- How does the DFM investment map translate dependencies into specific companies?
Inside this report
- Why strategic autonomy has become an investable category
- The dependency map from political sovereignty to industrial capability
- The enabling technologies, bottlenecks and financial transmission mechanisms
- The DFM investment map from dependencies to companies
Who it's for
Strategy, corporate-development and investment teams that need an ecosystem-level view — budgets, industrial capacity and technology landscapes — before committing capital or capacity.
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Methodology, format & delivery
DFM reports are built from primary and official sources — TED procurement notices, CORDIS and the EU Funding & Tenders Portal, EIB operations, the NATO Innovation Fund portfolio, SIPRI data, official budget documents and company disclosures — read together with the underlying legal texts. Sources are cited in the document; it reflects them as of its publication date (27 June 2026). You receive a 19-page PDF, watermarked to you on every page, delivered on the confirmation page and by e-mail immediately after checkout (personal link valid 72 hours, up to 5 downloads). Guest checkout, single-user licence — Terms of Sale.
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