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The Submerged Vulnerability: The Baltic as Europe’s New Security Frontier

What is the central argument of “The Submerged Vulnerability”, and why does it matter for European defence and dual-use markets?

The Submerged Vulnerability: The Baltic as Europe’s New Security Frontier: The security of underwater. Defence-finance analysis; 5-page sourced DFM PDF report.

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Original DFM publication · DFM Analysis report · 2025-10-23

The security of underwater infrastructure in the Baltic Sea has emerged as a strategic priority for Europe following a sequence of events that revealed the physical and systemic fragility of gas pipelines, power interconnectors, and data cables.

The explosions that struck Nord Stream east of Bornholm in September 2022 demonstrated that a few well-placed detonations could trigger cascading effects across energy markets, security protocols, and allied trust, all targeting assets built to be invisible and therefore difficult to monitor continuously.

This analysis answers: What is the central argument of “The Submerged Vulnerability”, 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 Submerged Vulnerability”? Which European actors, programmes and funding instruments are most exposed?

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Original DFM analysis

The Submerged Vulnerability: The Baltic as Europe’s New Security Frontier

Type DFM Analysis report
Published 2025-10-23
Access free_public

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

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What is The Submerged Vulnerability: The Baltic as Europe’s New Security Frontier?

The explosions that struck Nord Stream east of Bornholm in September 2022 demonstrated that a few well-placed detonations could trigger cascading effects across energy markets, security protocols, and allied trust…

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