Capability
Source · The European Defence Industry Programme: A New Industrial Architecture for European Defence
What is the central argument of “The European Defence Industry Programme”, and why does it matter for European defence and dual-use markets?
The adoption, on 7 November 2025, of the Regulation establishing the European Defence Industry Programme (EDIP) marks a structural turning point in the European Union’s industrial defence policy. For the first time, Brussels has created a permanent and coherent framework for financing, governance, and regulation of the defence industrial…
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Source · Strategic Time and Depth: Russia’s TV/TVD Architecture and the Operational Art of Endurance
What is the central argument of “Strategic Time and Depth”, and why does it matter for European defence and dual-use markets?
In Russian strategic thought, time is not an obstacle to be overcome but a resource to be exploited. The very notion of victory is inseparable from the management of duration, resilience, and rhythm. Rather than seeking rapid, decisive outcomes, Russia plans for conflicts as long processes whose length becomes an asset. This conception…
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Source · Analysis of the EIB Group Security and Defence Policy 2026–2028
What is the central argument of “Analysis of the EIB Group Security and Defence Policy 2026”, and why does it matter for European defence and dual-use markets?
The EIB Group Operational Plan for 2026–2028 introduces a fundamental realignment of the institution’s lending priorities by integrating security and defense as a transversal public policy goal. This transition marks the first time the Group has formally expanded its eligibility criteria beyond dual-use technologies to encompass the…
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Source · Emergency Innovation Measures and Rapid Substitution under EDIP
What is the central argument of “Emergency Innovation Measures and Rapid Substitution under EDIP”, and why does it matter for European defence and dual-use markets?
Regulatory scope and legal basis. Emergency defence innovation actions are a crisis-only instrument that becomes available exclusively when the Council activates the security-related supply-crisis state by implementing act adopted by qualified majority on a Commission proposal. The implementing act must specify the duration of that…
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Source · The Integrity of the European Strategic Supply Chain
What is the central argument of “The Integrity of the European Strategic Supply Chain”, and why does it matter for European defence and dual-use markets?
The stability of the European strategic supply chain relies on an advanced layer of systemic intelligence designed to shield the Union’s industrial and digital assets. This segment of the supply chain focuses on the continuous validation of network integrity, ensuring that the flow of critical information remains protected from automated…
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Source · Strategic Drivers and Consequences of Military Modernisation in Southeast Asia after the Cold War
What is the central argument of “Strategic Drivers and Consequences of Military Modernisation in Southeast Asia after the Cold War”, and why does it matter for European defence and dual-use markets?
The end of the Cold War created a transformed strategic environment in Southeast Asia, where states suddenly faced the dual challenge of adapting to new global dynamics and addressing persisting regional rivalries. Without the binary logic of superpower confrontation, national security priorities became more diversified, reflecting a…
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Source · Franco-British Nuclear Coordination: Strategic and Industrial Implications
What is the central argument of “Franco-British Nuclear Coordination”, and why does it matter for European defence and dual-use markets?
The July 2025 Franco-British summit marked a decisive step forward in European defense cooperation, pairing strategic nuclear coordination with a robust industrial agenda. While France and the United Kingdom reaffirmed the independence of their nuclear arsenals, the newly signed Northwood Declaration commits both countries to consult…
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Source · Germany’s Defence Spending Surge and Debt Brake Reform
What is the central argument of “Germany’s Defence Spending Surge and Debt Brake Reform”, and why does it matter for European defence and dual-use markets?
Germany is undertaking a radical transformation of its fiscal and strategic posture, marked by a projected increase in core defence spending from €95 billion in 2025 to €162 billion by 2029—equivalent to 3.5% of GDP. This acceleration outpaces comparable plans in France and the UK, positioning Germany as the new leader among European…
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Source · 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?
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…
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Source · European Subsea Companies Securing Undersea Infrastructure
What is the central argument of “European Subsea Companies Securing Undersea Infrastructure”, and why does it matter for European defence and dual-use markets?
The protection of critical undersea infrastructure, including data cables and energy pipelines, represents an urgent capability requirement for the security of the European Union. This report evaluates the industrial posture of European and associated allied actors capable of providing independent technical solutions to secure the…
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Source · The Cognitive Frontier of European Sovereign Intelligence
What is the central argument of “The Cognitive Frontier of European Sovereign Intelligence”, and why does it matter for European defence and dual-use markets?
The second essential layer of the European strategic stack is defined by cognitive and biometric intelligence, which focuses on the human operator as the ultimate decision-maker. In the current technological landscape, the primary bottleneck for complex systems is no longer the speed of the processor, but the limited cognitive capacity…
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Source · Substitute for Lead in Infantry Ammunition (SLIA) – PESCO Project Report
What is the central argument of “Substitute for Lead in Infantry Ammunition (SLIA)”, and why does it matter for European defence and dual-use markets?
The SLIA project, launched under the 6th wave of PESCO in May 2025, is coordinated by Germany and initially involves Germany and the Czech Republic. Its stated aim is to examine whether alternative materials can replace lead in small-arms ammunition, affecting ballistic performance. In the current security context (e.g. the war in…
Capability
Source · Is strategic relevance enough to make a company worth investing in?
What is the central argument of “Is strategic relevance enough to make a company worth investing in?”, and why does it matter for European defence and dual-use markets?
As public funding for defense, space, and dual-use technologies expands across Europe and allied democracies, a growing number of companies are gaining prominence on geopolitical grounds. But does this translate into financial value? Can a company that plays a critical role in national security or technological sovereignty also generate…
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Source · European C-UAS Industrial Autonomy: Strategic De-risking and Component Sovereignty
What is the central argument of “European C-UAS Industrial Autonomy”, and why does it matter for European defence and dual-use markets?
The European counter-unmanned aircraft system (C-UAS) sector is currently facing a pivotal transition toward structured strategic autonomy, driven by the recent adoption of the SAFE (Security Action for Europe) and EDIP (European Defence Industry Programme) regulations. In 2026, the industrial posture of the Union is defined by its…
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Source · The Technical-Military Dimensions of the Russian Threat to Europe
What is the central argument of “The Technical-Military Dimensions of the Russian Threat to Europe”, and why does it matter for European defence and dual-use markets?
The Russian threat to Europe must be understood not only as a matter of strategic perception or political intent but as a concrete manifestation of military capabilities that can directly challenge European security. Russia maintains a diverse portfolio of forces and weapons systems, structured to impose costs, deny access, and project…
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Source · Defining the Security Perimeter: “Friendly Nations” in the EDIP and SAFE Frameworks
What is the central argument of “Defining the Security Perimeter”, and why does it matter for European defence and dual-use markets?
The fundamental shift in the European security architecture, catalyzed by the return of high-intensity warfare, has necessitated a precise legal definition of the Union’s “security perimeter” through the European Defence Industry Programme (EDIP) and the Security Action for Europe (SAFE) instrument. These regulations move beyond…
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Source · EDIP as a Multi-Year EU Defence Investment Framework
What is the central argument of “EDIP as a Multi-Year EU Defence Investment Framework”, and why does it matter for European defence and dual-use markets?
Regulatory scope and legal basis The EDIP Regulation is adopted on multiple Treaty bases, including internal-market, industrial-policy, external-cooperation and budgetary provisions, and it establishes a Union budget framework for 2025–2027 together with a set of instruments that combine funding, procurement facilitation and…
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Source · The Russian Concept of Victory: A Structural Interpretation
What is the central argument of “The Russian Concept of Victory”, and why does it matter for European defence and dual-use markets?
Victory in Russian military thought cannot be reduced to the immediate seizure of territory or the annihilation of enemy forces. Instead, it is conceived as the creation of conditions that guarantee the survival of the state and the reassertion of its strategic position, even after heavy losses or temporary setbacks. Unlike Western…
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Source · The Enduring Logic of War: Clausewitz in the Digital Age
What is the central argument of “The Enduring Logic of War”, and why does it matter for European defence and dual-use markets?
This paper examines the enduring nature of war in the face of rapid technological transformation, arguing that while the character of warfare evolves, its fundamental logic remains unchanged. Drawing on classical and contemporary strategic theory, it shows that coercion, territorial control, and the physical application of force continue…
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Source · Infrastructure Hardening: CER Protocols for Physical and Operational Resilience
What is the central argument of “Infrastructure Hardening”, and why does it matter for European defence and dual-use markets?
The shifting global security landscape of 2026 has necessitated a fundamental change in how the European Union protects its vital infrastructures, moving from a narrow focus on cyber-defense to a comprehensive approach centered on physical and operational resilience. Directive (EU) 2022/2557, known as the CER Directive, establishes a…
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Source · Helsing’s SG-1 Fathom: AI-Driven Underwater Drones and Modern Maritime Security
What is the central argument of “Helsing’s SG-1 Fathom”, and why does it matter for European defence and dual-use markets?
The SG-1 Fathom underwater glider developed by Helsing is a compact autonomous drone designed for persistent undersea surveillance. Measuring roughly 1.95 meters in length with a slender 28 cm diameter, this mini-submarine relies on a buoyancy-driven glider design rather than propellers, enabling extremely long endurance. In fact, each…
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Source · Anatomy of a Losing Enterprise: The Eligibility Rules That Decide Access to EU Defence Funding
What is the central argument of “Anatomy of a Losing Enterprise”, and why does it matter for European defence and dual-use markets?
The European Union’s current trajectory toward strategic autonomy has fundamentally altered the criteria for industrial success, moving beyond mere technological merit to encompass strict geopolitical alignment. As the Union responds to the structural modifications in the security environment caused by Russia’s war of aggression, as…
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Source · Heavy Armor and Strategic Mobility: Industrial Integration in the 2026 EDF
What is the central argument of “Heavy Armor and Strategic Mobility”, and why does it matter for European defence and dual-use markets?
The adoption of the 2026 Work Programme for the European Defence Fund on 17 December 2025 represents a critical step in the modernization of the Union’s land forces and logistical infrastructure. This cycle allocates a combined 174,000,000 to the GROUND and PROTMOB categories, prioritizing high-intensity combat readiness and the rapid…
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Source · Operational Mapping of European Hidden Champions for High-Attrition Drone Supply Chains
What is the central argument of “Operational Mapping of European Hidden Champions for High-Attrition Drone Supply Chains”, and why does it matter for European defence and dual-use markets?
The European Defence Technological and Industrial Base (EDTIB) exhibits systemic vulnerabilities in the high-attrition Unmanned Aerial Systems (UAS) sector, specifically regarding FPV and low-cost Class I platforms. Current manufacturing is characterized by domestic assembly reliant on an external Bill of Materials (BOM), primarily…