Capability
Source · Rebuilding Europe’s Defence Industrial Base
What is the central argument of “Rebuilding Europe’s Defence Industrial Base”, and why does it matter for European defence and dual-use markets?
The return of large-scale war to Europe has exposed the fragility of the continent’s defence industrial base and its structural dependence on a globalized economy optimized for efficiency rather than endurance. For three decades, Europe treated armaments production as a residual function of the Cold War, sustained only through limited…
Capability
Source · Private Capital and the Strategic Rewiring of Defence and Frontier Technologies
What is the central argument of “Private Capital and the Strategic Rewiring of Defence and Frontier Technologies”, and why does it matter for European defence and dual-use markets?
The global investment landscape is undergoing a structural shift in which capital allocation is no longer driven primarily by consumer software scalability, but by strategic relevance, technological depth, and industrial resilience. Defence, artificial intelligence, robotics, and advanced physical systems are emerging as focal points for…
Capability
Source · Pentagon’s Strategic Shift: Implications for Investors
What is the central argument of “Pentagon’s Strategic Shift”, and why does it matter for European defence and dual-use markets?
The U.S. Pentagon is undergoing a significant strategic shift in its defence priorities and procurement methods, and this evolution carries important implications for investors in the defence sector. In recent years, the Department of Defense has refocused from counterterrorism and Middle East engagements to great-power competition with…
Capability
Source · Lockheed Martin: Navigating 2025 with Strategic Contracts
What is the central argument of “Lockheed Martin”, and why does it matter for European defence and dual-use markets?
Lockheed Martin, the world’s largest defence contractor, is navigating the year 2025 by leveraging a series of strategic contracts and programs that position the company for continued growth amid a changing defence environment. With a backlog at a record $173 billion – over two years’ worth of sales – Lockheed enters 2025 with strong…
Capability
Source · Japan and NATO Deepen Industrial Cooperation to Strengthen Collective Deterrence
What is the central argument of “Japan and NATO Deepen Industrial Cooperation to Strengthen Collective Deterrence”, and why does it matter for European defence and dual-use markets?
Japan and NATO are inaugurating a new phase of strategic cooperation with the launch of a permanent defence-industrial dialogue, marking a significant evolution in the alliance’s global partnerships. Long positioned as a close U.S. ally but formally outside multilateral defence alliances, Tokyo is now aligning more closely with NATO’s…
Capability
Source · Information Warfare and Algorithmic Manipulation
What is the central argument of “Information Warfare and Algorithmic Manipulation”, and why does it matter for European defence and dual-use markets?
Information is no longer a neutral medium — it has become a weapon. The rise of digital capitalism has transformed communication infrastructures into contested battlegrounds where algorithms decide what is seen, believed, and acted upon. State and non-state actors exploit these dynamics to destabilise adversaries, amplify polarisation…
Capability
Source · Strategic Innovation Financing: Public Power and Private Capital
What is the central argument of “Strategic Innovation Financing”, and why does it matter for European defence and dual-use markets?
Innovation financing has become the decisive variable in the competition for technological dominance. The ability to transform research into deployable capability now depends less on scientific discovery than on the financial architectures that sustain it. Artificial intelligence, in particular, requires vast and continuous investment in…
Capability
Source · Speed Over Perfection: The Pentagon’s Strategic Pivot to Wartime Procurement
What is the central argument of “Speed Over Perfection”, and why does it matter for European defence and dual-use markets?
In November 2025, U.S. Defense Secretary Pete Hegseth outlined a sweeping overhaul of the Pentagon’s acquisition doctrine—one that places speed and adaptability above the long-standing pursuit of perfection. Speaking at the National War College in Washington, Hegseth declared that the Department of Defense must operate “on a wartime…
Capability
Source · Semiconductor Supply Chains and the Security of Technological Power
What is the central argument of “Semiconductor Supply Chains and the Security of Technological Power”, and why does it matter for European defence and dual-use markets?
Semiconductors have become the most strategic industrial resource of the twenty-first century, the foundation on which artificial intelligence, defence modernisation, and economic resilience depend. Their production defines the hierarchy of technological power because every digital system—from autonomous drones to satellite…
Capability
Source · Technology, Escalation, and Nuclear Risk at Sea
What is the central argument of “Technology, Escalation, and Nuclear Risk at Sea”, and why does it matter for European defence and dual-use markets?
The technological dimension of naval power introduces into the Indo-Pacific a series of variables that both increase the complexity of deterrence and simultaneously heighten the fragility of strategic equilibrium. Modern fleets are no longer measured primarily by the number of units they deploy, but by the integration of nuclear…
Capability
Source · Technological Sovereignty as a Strategic Driver
What is the central argument of “Technological Sovereignty as a Strategic Driver”, and why does it matter for European defence and dual-use markets?
The pursuit of technological sovereignty has become a cornerstone of European defense and industrial policy. This concept refers to the ability of European states to develop, produce, and maintain critical technologies without excessive reliance on non-European suppliers. The COVID-19 pandemic and the war in Ukraine exposed serious…
Capability
Source · Structural Violence and Digital Dependencies
What is the central argument of “Structural Violence and Digital Dependencies”, and why does it matter for European defence and dual-use markets?
Dependencies on non-allied suppliers are no longer seen as commercial inconveniences; they are strategic vulnerabilities. In the digital age, reliance on Chinese rare earths, Taiwanese semiconductors, or non-European cloud services constitutes a form of structural violence that constrains autonomy and weakens deterrence. These…
Capability
Source · SAFE Regulation (EU) 2025/1106 and EDIP Regulation (EU) 2025/2643 as a Single Operational Sequence
What is the central argument of “SAFE Regulation (EU) 2025/1106 and EDIP Regulation (EU) 2025/2643 as a Single Operational Sequence”, and why does it matter for European defence and dual-use markets?
Regulation (EU) 2025/1106 establishes the Security Action For Europe instrument as an exceptional and temporary measure providing financial assistance to Member States in the form of Union loans. That assistance is embedded in a procedural architecture centred on a request accompanied by a European defence industry investment plan, which…
Capability
Source · ICEYE Demonstrates Tactical ISR Cell at NATO Tiger Meet 2025
What is the central argument of “ICEYE Demonstrates Tactical ISR Cell at NATO Tiger Meet 2025”, and why does it matter for European defence and dual-use markets?
On 26 September 2025, ICEYE, a Finland-based space company classified as a scale-up and mid-cap player in the synthetic aperture radar (SAR) segment, announced the operational demonstration of its new ISR Cell during the NATO Tiger Meet exercise in Beja, Portugal. The exercise, involving 1,700 personnel from 12 NATO members, provided an…
Capability
Source · Germany’s Defence Budget Expansion Under New Finance Minister
What is the central argument of “Germany’s Defence Budget Expansion Under New Finance Minister”, and why does it matter for European defence and dual-use markets?
Germany is embarking on a sweeping expansion of its defence budget under the stewardship of a new finance minister who is breaking with the country’s fiscally conservative past. Lars Klingbeil – the incoming vice-chancellor and finance minister in a fresh coalition government – has signaled a “massive expansion in defence spending” as a…
Capability
Source · The Finance of Deterrence
What is the central argument of “The Finance of Deterrence”, and why does it matter for European defence and dual-use markets?
Deterrence is not merely a matter of strategy and doctrine; it is a question of sustained financing. The war in Ukraine has revealed that Europe’s defence budgets, even when nominally large, often fail to translate into readiness, production, or sustained operational capacity. The problem lies in the structure of expenditure, not only in…
Capability
Source · The Defense Economy in France: National and Regional Perspectives
What is the central argument of “The Defense Economy in France”, and why does it matter for European defence and dual-use markets?
The French defense economy represents one of the most integrated national models in Europe, combining industrial, technological, and social dimensions. Under the Military Programming Law (Loi de programmation militaire, LPM) 2024–2030, the government has committed to reinforcing both operational readiness and the sovereign character of…
Capability
Source · The Geostrategic Impact of Multi-Domain Integration (MDI)
What is the central argument of “The Geostrategic Impact of Multi-Domain Integration (MDI)”, and why does it matter for European defence and dual-use markets?
Multi-Domain Integration (MDI) has emerged as the central operational and technological paradigm of Western defense planning in the twenty-first century. It reflects a profound shift in the concept of power, from the control of territory to the control of information, perception, and decision cycles. Modern warfare has become a contest…
Capability
Source · The Fourth Industrial Revolution and the Future of the War–State Relationship
What is the central argument of “The Fourth Industrial Revolution and the Future of the War”, and why does it matter for European defence and dual-use markets?
The transformation triggered by the fourth industrial revolution has introduced a profound change in the nature of war and in the relationship between technology and political power. Current innovations, from artificial intelligence to autonomous weapons, from quantum computing to biotechnologies, call into question structures that for…
Capability
Source · The Convergence of Civil Technology and Defence Industry
What is the central argument of “The Convergence of Civil Technology and Defence Industry”, and why does it matter for European defence and dual-use markets?
Artificial intelligence is dissolving the long-standing boundary between civilian and military technologies, giving rise to a unified dual-use economy that operates simultaneously across markets and strategic domains. In the twentieth century, technological flows typically moved from defence research to civilian adaptation; in the…
Capability
Source · The Imperative of European Strategic Autonomy
What is the central argument of “The Imperative of European Strategic Autonomy”, and why does it matter for European defence and dual-use markets?
European leaders increasingly underscore the need for “strategic autonomy” – the capacity for the European Union (EU) to act independently to safeguard its interests in a volatile world. This concept gained prominence in the EU’s 2016 Global Strategy, which called for Europe to steer towards strategic autonomy in decision-making and…
Capability
Source · The Historical Dimension of Maritime Order
What is the central argument of “The Historical Dimension of Maritime Order”, and why does it matter for European defence and dual-use markets?
Naval power has long represented the primary instrument through which great powers have constructed, defended, and legitimized regional and global orders. History demonstrates that maritime supremacy has never been a purely military goal, but rather a means of ensuring political stability, facilitating economic exchange, and imposing…
Capability
Source · The Industrial Reconstruction of Ukraine and the New Geography of European Defence
What is the central argument of “The Industrial Reconstruction of Ukraine and the New Geography of European Defence”, and why does it matter for European defence and dual-use markets?
The war in Ukraine has reshaped the European defence landscape, triggering a structural transformation of its industrial and technological foundations. The distinction between military and civilian production has largely dissolved, as Ukraine’s survival now depends on integrating innovation, security, and economic development into a…
Capability
Source · The Governance of Resilience: The Baltic as Europe’s Security Laboratory
What is the central argument of “The Governance of Resilience”, and why does it matter for European defence and dual-use markets?
The stability of the Baltic Sea depends not only on military assets or technological infrastructure but on a political and legal framework capable of making reactions predictable and responsibilities measurable. In an environment defined by hybrid threats, sub-threshold attacks, and ambiguity of attribution, deterrence no longer relies…