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Source · Permanent War and Europe’s Strategic Awakening
What is the central argument of “Permanent War and Europe’s Strategic Awakening”, and why does it matter for European defence and dual-use markets?
In recent years, the European strategic debate has revived a theme thought to have been buried with the end of the Cold War: the persistence of war as a structural element of international politics. The wars in the Balkans, the long era of counterterrorism, Russia’s return as a revisionist power, and China’s rise have gradually…
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Source · India Deepens Defence Ties with Russia Amid Shifting Strategic Geometry
What is the central argument of “India Deepens Defence Ties with Russia Amid Shifting Strategic Geometry”, and why does it matter for European defence and dual-use markets?
India’s renewed engagement with Russia over the supply of S-400 missile systems and the upgrade of Su-30MKI fighter jets underscores New Delhi’s persistent balancing act between strategic autonomy and great-power alignment. The bilateral talks, held on the sidelines of the Shanghai Cooperation Organisation (SCO) defence ministers’…
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Source · iShares Global Aerospace & Defence UCITS ETF Hits New Highs on Sector Tailwinds
What is the central argument of “iShares Global Aerospace & Defence UCITS ETF Hits New Highs on Sector Tailwinds”, and why does it matter for European defence and dual-use markets?
The iShares Global Aerospace & Defence UCITS ETF USD (Acc), ticker DFND, has emerged as one of the most stable and strategically positioned ETFs in the European market, achieving a 23.88% return over the past 12 months and a cumulative gain of +35.46% since its launch in February 2024. As of May 6, 2025, the fund’s assets under…
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Source · Dash Bio and the Strategic Promise of Defense-Relevant Laboratory Robotics
What is the central argument of “Dash Bio and the Strategic Promise of Defense-Relevant Laboratory Robotics”, and why does it matter for European defence and dual-use markets?
The integration of robotics and automation in laboratory environments is reshaping the biomedical sector, but its relevance increasingly extends into the defense domain. In high-stakes contexts such as biosecurity, force health protection, and rapid medical countermeasure deployment, the ability to automate laboratory processes with…
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Source · Strategic Industrial Scale-Up: Europe’s Cleantech Failure as a Warning for Defence Tech
What is the central argument of “Strategic Industrial Scale-Up”, and why does it matter for European defence and dual-use markets?
In recent years, the European Union has positioned itself as a climate leader through ambitious political initiatives such as the European Green Deal. However, these ambitions have not translated into industrial power. While Europe crafted frameworks and targets, China built infrastructure, secured critical minerals, and deployed…
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Source · Hybrid and Cognitive Warfare: The New Frontiers of Conflict
What is the central argument of “Hybrid and Cognitive Warfare”, and why does it matter for European defence and dual-use markets?
Over the past two decades, the idea that war is no longer confined to traditional battlefields but extends into broader and less visible domains has steadily taken root. This shift marks the transition from a model where conflict was defined by clear borders and conventional tools to one in which almost anything can become a site of…
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Source · South Korea Targets Fourth Place in Global Defence Industry Rankings with Expanded Investment in Aerospace and Technology Sovereignty
What is the central argument of “South Korea Targets Fourth Place in Global Defence Industry Rankings with Expanded Investment in Aerospace and Technolog”, and why does it matter for European defence and dual-use markets?
South Korea has announced an ambitious plan to become the world’s fourth-largest defence industry by 2030, underscoring its intention to couple national security objectives with industrial and technological advancement. Speaking at the Seoul International Aerospace & Defense Exhibition (ADEX) 2025 , President Lee Jae Myung declared that…
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Source · Sweden Strengthens Gripen Fleet with New Saab Launcher Contract
What is the central argument of “Sweden Strengthens Gripen Fleet with New Saab Launcher Contract”, and why does it matter for European defence and dual-use markets?
Sweden has placed a new order with Saab AB for the production of a next-generation launcher system for the Gripen C/D and Gripen E fighter aircraft, marking another key investment in the country’s domestic air combat capabilities. The contract, valued at approximately SEK 1 billion (around €86 million) , was awarded by the Swedish…
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Source · Strengthening Continental Autonomy: The “European Priority” in the €90 Billion Ukraine Support Package
What is the central argument of “Strengthening Continental Autonomy”, and why does it matter for European defence and dual-use markets?
The European Commission has formally advanced a €90 billion financial assistance proposal for Ukraine spanning 2026-2027, signaling a paradigm shift in how the Union balances geopolitical support with industrial sovereignty. While the package—supported by EU leaders and currently in its final legislative stages—aims for April…
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Source · From Resilience to Antifragility: Deterrence as the Strategic Foundation
What is the central argument of “From Resilience to Antifragility”, and why does it matter for European defence and dual-use markets?
In recent years, Western political and strategic discourse has made extensive use of the concept of resilience, presenting it as a key response to contemporary threats. Yet when analyzed through the lens of strategic logic, this concept reveals its limits. Resilience means absorbing a blow and restoring the previous state, but it imposes…
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Source · Safran Consolidates Its Position in Flight Control Systems
What is the central argument of “Safran Consolidates Its Position in Flight Control Systems”, and why does it matter for European defence and dual-use markets?
In the current strategic environment, the ability to control mission-critical components of aerospace platforms has become a defining factor in ensuring both technological sovereignty and industrial competitiveness. Across the defense and civil aviation sectors, nations are increasingly seeking to strengthen their hold on key…
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Source · Europe Re‐configures AWACS Strategy Amid U.S. Withdrawal and Industrial Autonomy Drive
What is the central argument of “Europe Re‐configures AWACS Strategy Amid U.S. Withdrawal and Industrial Autonomy Drive”, and why does it matter for European defence and dual-use markets?
In late 2023, NATO launched the initial phase of its Alliance Future Surveillance and Control (AFSC) programme, aimed at replacing the ageing fleet of 14 Boeing E‑3A Sentry airborne warning, surveillance, and control (AWACS) platforms by 2035. The plan envisaged the procurement of six Boeing E‑7A Wedgetail aircraft — a modern platform…
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Source · The Erosion of the U.S.-Centric Order and the Emergence of Autonomous Security Blocs
What is the central argument of “The Erosion of the U.S.-Centric Order and the Emergence of Autonomous Security Blocs”, and why does it matter for European defence and dual-use markets?
The international system historically anchored to American primacy, consolidated in the aftermath of the Second World War, is now undergoing a structural weakening. This decline is due not only to external challenges but also to self-inflicted setbacks by the United States itself. The core pillars of the U.S.-led order—economic…
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Source · Dual-Use Technologies and European Drones: Private Investment and Strategic Challenges for Continental Defence
What does Dual-Use Technologies and European Drones do, and which defence and dual-use capability does it bring to European strategic autonomy?
The growing use of drones in the war in Ukraine and the instability of transatlantic security arrangements have accelerated interest in developing an autonomous industrial base for unmanned aerial technologies in Europe. In this context, European drone start-ups are attracting large-scale capital from private investors, due both to their…
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Source · The Defence Industry in Transformation: The Revival of Safran’s Montluçon Site in the New Geopolitical Context
What is the central argument of “The Defence Industry in Transformation”, and why does it matter for European defence and dual-use markets?
In a context of growing international attention to rearmament, the Safran plant in Montluçon stands as a significant example of the transformation underway in the European defence industry. Located in the department of Allier, this factory, specialised in the production of guidance and propulsion kits for AASM bombs (Armement Air-Sol…
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Source · The Indo-Pacific: Containing China at the New Global Epicenter
What is the central argument of “The Indo-Pacific”, and why does it matter for European defence and dual-use markets?
The gradual shift of the world’s strategic center of gravity toward the Indo-Pacific represents one of the most consequential changes in the current international order. This region, spanning two oceans and home to more than half the world’s population, has become the stage for the defining rivalries of the twenty-first century. China is…
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Source · Technology and Conflict: From the Industrial Revolution to Digital War
What is the central argument of “Technology and Conflict”, and why does it matter for European defence and dual-use markets?
Military history clearly shows that every major technological innovation has profoundly transformed the nature of war. The introduction of gunpowder, the industrial revolution, mechanization, and ultimately nuclear weapons all redefined strategic balances and the logic of deterrence. Today we are witnessing a new phase in this long…
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Source · Reviving the Franco-German Axis: A Strategic Pillar for Europe’s Defence
What is the central argument of “Reviving the Franco-German Axis”, and why does it matter for European defence and dual-use markets?
The renewed partnership between France and Germany marks a decisive moment for European security, placing the Franco-German axis once again at the centre of continental defence policy. The joint article by President Emmanuel Macron and Chancellor Friedrich Merz, published ahead of the NATO summit in The Hague, outlines a strategic…
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Source · The New Privatization of War: When Tech Companies Become Strategic Actors in National Security
What is the central argument of “The New Privatization of War”, and why does it matter for European defence and dual-use markets?
The debate on the privatization of war has long been associated with private military companies and mercenaries. Yet the most significant transformation of recent years lies elsewhere: the rise of major private technology firms as indispensable actors for national defense and security. SpaceX, through its Starlink satellite network…
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Source · The NATO Innovation Fund in Crisis: Governance, Strategy and the Future of Allied Deeptech Investment
What is the central argument of “The NATO Innovation Fund in Crisis”, and why does it matter for European defence and dual-use markets?
Two years after its ambitious launch, the €1bn NATO Innovation Fund (NIF) finds itself at a critical crossroads. Designed as a bold, transatlantic initiative to fund deeptech startups and VC funds aligned with allied defence priorities, the NIF was envisioned as a “strategic venture capital” tool to bridge the technological divide…
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Source · The Return of Black Powder: Bergerac and the New Industrial Geography of French Defence
What is the central argument of “The Return of Black Powder”, and why does it matter for European defence and dual-use markets?
The reopening of gunpowder production in Bergerac represents a paradigmatic case of France’s ongoing industrial rearmament. After nearly twenty years of inactivity following the relocation of operations to Sweden in 2007, Eurenco’s production site in Dordogne has been fully renovated to meet the growing demand for munitions, particularly…
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Source · The iShares Europe Defence UCITS ETF: Structured Exposure to Europe's Defence Industry
What is the central argument of “The iShares Europe Defence UCITS ETF”, and why does it matter for European defence and dual-use markets?
The iShares Europe Defence UCITS ETF (DFEU) is a physically replicating exchange-traded fund designed to offer targeted exposure to the European defence sector. It tracks the STOXX Europe Targeted Defence Index, which includes publicly listed European companies deriving a significant portion of their revenue from military equipment and…
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Source · The United States Accelerates Development and Production of Hypersonic Interceptors
What is the central argument of “The United States Accelerates Development and Production of Hypersonic Interceptors”, and why does it matter for European defence and dual-use markets?
The evolution of missile threats has redefined the strategic priorities of advanced military powers. In the current geopolitical context, characterized by renewed great power competition and regional instabilities, the proliferation of hypersonic weapons is forcing a fundamental rethinking of air and missile defence architectures…
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Source · The Trinity House Agreement: A Strategic Realignment in European Defence
What is the central argument of “The Trinity House Agreement”, and why does it matter for European defence and dual-use markets?
The Trinity House Agreement, signed on 23 October 2024 by the United Kingdom and Germany, represents a landmark shift in bilateral defence cooperation, marking a deliberate response to the shifting European security architecture in the aftermath of Russia’s 2022 invasion of Ukraine. Rooted in shared values and long-standing NATO…