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European Supply Chain Resilience in Defence: Reducing Transatlantic Dependency Without Decoupling

What is the structure of European defence supply-chain dependency on transatlantic production?

European Supply Chain Resilience in Defence: Reducing Transatlantic Dependency Without Decoupling: European defence is entering a phase. Defence-finance analys…

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Original DFM publication · DFM Analysis report · 2026-03-20

European defence is entering a phase in which supply chain resilience has become a determinant of operational credibility rather than a secondary industrial consideration.

The convergence of high-intensity conflict in Europe, simultaneous demand pressures on United States military production, and a strategic reorientation in Washington toward burden-shifting has exposed a structural vulnerability embedded across European force design, procurement patterns, and industrial capacity.

This analysis answers: What is the structure of European defence supply-chain dependency on transatlantic production? How does the Nordic-Baltic model serve as a template, and how does Germany's industrial reorientation fit? Which critical dependency chokepoints and tensions with Washington shape operational credibility? How does the European Defence Industry Programme respond, and what policy recommendations follow?

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Original DFM analysis

European Supply Chain Resilience in Defence: Reducing Transatlantic Dependency Without Decoupling

Type DFM Analysis report
Published 2026-03-20
Access free_public

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What is European Supply Chain Resilience in Defence: Reducing Transatlantic Dependency Without Decoupling?

The convergence of high-intensity conflict in Europe, simultaneous demand pressures on United States military production…

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