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The Storm That Won't Pass
What is the central argument of “The Storm That Won't Pass”, and why does it matter for European defence and dual-use markets?
The Storm That Won't Pass: The comforting European belief that the American disengagement will. Defence-finance analysis; 9-page sourced DFM PDF report.
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Original DFM publication · DFM Analysis report · 2026-07-07
The comforting European belief that the American disengagement will pass with the Trump administration mistakes a fifteen-year structural reorientation for a passing squall — and the strategy documents of four administrations prove it A reassuring conviction is circulating in Europe’s chancelleries, and more openly still in the commentary that flatters them: that the real problem is the Trump administration, and that once the storm has passed things may return to what they were.
This analysis answers: What is the central argument of “The Storm That Won't Pass”, 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 “The Storm That Won't Pass”? Which European actors, programmes and funding instruments are most exposed?
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Original DFM analysis
The Storm That Won't Pass
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What is The Storm That Won't Pass?
The comforting European belief that the American disengagement will pass with the Trump administration mistakes a fifteen-year structural reorientation for a passing squall — and the strategy documents of four…
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