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From the War in Ukraine to Europe’s New Defence Industry

What is the central argument of “From the War in Ukraine to Europe’s New Defence Industry”, and why does it matter for European defence and dual-use markets?

From the War in Ukraine to Europe’s New Defence Industry: In the wake of Russia’s full‑scale. Defence-finance analysis; 6-page sourced DFM PDF report.

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Original DFM publication · DFM Analysis report · 2025-09-29

In the wake of Russia’s full‑scale invasion of Ukraine in 2022, European governments mobilised unprecedented military aid for Kyiv, but they now face the challenge of converting emergency assistance into a permanent defence-industrial capacity.

Western leaders from Brussels to Berlin increasingly argue that Europe cannot indefinitely rely on U.S. stockpiles and foreign suppliers. Instead, NATO and EU officials have signalled a strategic pivot: rebuild and expand Europe’s own arms factories, munitions workshops and supply chains. This transformation is driven by two factors.

This analysis answers: What is the central argument of “From the War in Ukraine to Europe’s New Defence Industry”, and why does it matter for European defence and dual-use markets? What does this mean for European defence funding, procurement and investment decisions? How mature and defensible is the position described in “From the War in Ukraine to Europe’s New Defence Industry”? Which European actors, programmes and funding instruments are most exposed?

Key takeaways

  • stockpiles and foreign suppliers.

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Original DFM analysis

From the War in Ukraine to Europe’s New Defence Industry

Type DFM Analysis report
Published 2025-09-29
Access free_public

The publication details above identify the source used for this public thread.

FAQ

What is From the War in Ukraine to Europe’s New Defence Industry?

Western leaders from Brussels to Berlin increasingly argue that Europe cannot indefinitely rely on U.S.

Why does From the War in Ukraine to Europe’s New Defence Industry matter for European defence?

Instead, NATO and EU officials have signalled a strategic pivot: rebuild and expand Europe’s own arms factories, munitions workshops and supply chains.

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