Capability
Source · Sovereign Supply Chains: The Prime Contractor as a Bulwark for European Readiness
What is the central argument of “Sovereign Supply Chains”, and why does it matter for European defence and dual-use markets?
The European Union’s strategic pivot towards an integrated defense ecosystem, epitomized by the European Defence Industry Programme (EDIP) and the Security Action for Europe (SAFE) instrument, is fundamentally redefining the role of the prime contractor. No longer can these industrial leaders act as mere assemblers of global components…
Capability
Source · Regulatory Framework and Selection Logic of the EU STEP Sovereignty Seal
What is the central argument of “Regulatory Framework and Selection Logic of the EU STEP Sovereignty Seal”, and why does it matter for European defence and dual-use markets?
The Strategic Technologies for Europe Platform (STEP), formalized under Regulation (EU) 2024/795, introduces the Sovereignty Seal as a definitive institutional endorsement for high-impact industrial projects. This quality label is not merely a recognition of technical merit but a strategic tool designed to synchronize European financial…
Capability
Source · Correlation of Forces as a Planning Engine: Why Russian Risk is Structurally Persistent
What is the central argument of “Correlation of Forces as a Planning Engine”, and why does it matter for European defence and dual-use markets?
The concept of the correlation of forces lies at the core of Russian strategic logic, functioning as both an analytical method and a worldview. It is not a static measurement of power but a continuous assessment of equilibrium across military, economic, social, and psychological dimensions. In this framework, the state’s security depends…
Capability
Source · Germany’s Strategic Military Expansion: Responding to NATO’s New Defence Demands
What is the central argument of “Germany’s Strategic Military Expansion”, and why does it matter for European defence and dual-use markets?
Germany has announced plans to expand its Bundeswehr by about 50,000–60,000 troops, bringing its total to roughly 250,000–260,000. The expansion is in response to new NATO defence plans adopted in 2025, the first since the Cold War, aimed at deterring a Russian attack. These classified plans outline allied responses to a possible…
Capability
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…
Capability
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…
Capability
Source · Ukraine Support Instrument and Industrial Integration into European Defence Supply Chains
What is the central argument of “Ukraine Support Instrument and Industrial Integration into European Defence Supply Chains”, and why does it matter for European defence and dual-use markets?
Section 1 – Regulatory scope and legal basis. The Ukraine Support Instrument is established as a dedicated chapter with objectives focused on the recovery, reconstruction and modernisation of the Ukrainian defence technological and industrial base, explicitly framed in view of its possible future integration into the European Defence…
Capability
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…
Capability
Source · Academic Partnerships for Industrial Innovation and Workforce Reskilling under EDIP
What is the central argument of “Academic Partnerships for Industrial Innovation and Workforce Reskilling under EDIP”, and why does it matter for European defence and dual-use markets?
Section 1 – Regulatory scope and legal basis. EDIP treats workforce skills and crisis-time innovation as eligible industrial support functions rather than as externalities, while keeping them embedded in the Programme’s eligible action perimeter. The Regulation’s framing explicitly recognises that supporting actions aligned with the…
Capability
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…
Capability
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…
Capability
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…
Capability
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…
Capability
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…
Capability
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…
Capability
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…
Capability
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…
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…
Capability
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…
Capability
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…
Capability
Source · Germany’s €25 Billion Plan for 1,000 Leopard 2 Tanks and 2,500 Boxer Vehicles: An In-Depth Analysis
What is the central argument of “Germany’s €25 Billion Plan for 1,000 Leopard 2 Tanks and 2,500 Boxer Vehicles”, and why does it matter for European defence and dual-use markets?
Germany is embarking on a monumental armored rearmament initiative, investing up to €25 billion to acquire approximately 1,000 new Leopard 2 main battle tanks and 2,500 Boxer armored vehicles. This plan – one of the largest in Europe since the end of the Cold War – is driven by a strategic imperative to strengthen NATO’s frontline…
Capability
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 · Hydrogen in Motion – Strategic-Technological Analysis
What does Hydrogen in Motion do, and which defence and dual-use capability does it bring to European strategic autonomy?
Hydrogen in Motion (H2M) is a Canadian advanced materials startup specializing in lightweight, solid‑state hydrogen fuel storage for unmanned systems. Its core innovation is a proprietary graphene‑based nanomaterial that enables conformable, low-pressure H₂ storage tanks for long-endurance drones . By dramatically increasing onboard…
Capability
Source · Image Soft Oy and the Strategic Value of Underwater Awareness
What is the central argument of “Image Soft Oy and the Strategic Value of Underwater Awareness”, and why does it matter for European defence and dual-use markets?
Image Soft Oy is a Finnish technology company based in Helsinki, active in the maritime defence and dual-use technology sector. Its public profile is centred on passive underwater surveillance systems, maritime simulators and training environments designed for naval, harbour, coastal and critical infrastructure applications. The…