Defence Industry & Markets

Defending Europe’s Skies: Challenges and Prospects

Russia’s war in Ukraine has underscored the importance of effective air and missile defence for the protection of both units on the battlefield and infrastructure behind the front lines. The war has also served as a reminder that while Europe’s air and missile defence has long been recognised as a critical capability shortfall, NATO Allies and EU Member States have not acted with sufficient resolve to rectify this situation.

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Russia’s War in Ukraine: Ukraine’s Strategy And Western Military Assistance

International partners have provided significant military assistance to Ukraine since the start of Russia’s full-scale invasion in February 2022. The temporary suspension of critical US military assistance in early 2025 raised concerns about Ukraine’s strategy to fend off Russia. While it is difficult to predict how the battlefield will unfold in 2025, strong ties with Western partners will be crucial to continue a war of attrition against an overwhelming enemy.

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EU Defence Series: The White Paper for European Defence Readiness 2030

The Commission presented its White Paper on defence on 19 March at a press conference with the Commissioner for Defence and Space, Andrius Kubilius, and the High Representative for Foreign Affairs and Security Policy, Kaja Kallas. [1] This document is part of a dynamic that has been at work since the outburst of Russia’s full-scale invasion of Ukraine in 2022, namely the greater priority given to defence within the EU.

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EU Defence Series: Strengthening the Industry

With the March 2022 Strategic Compass, the EU “set out a common strategic vision and concrete objectives for strengthening the EU’s security and defence policy by 2030.” [1] The Compass noted the deterioration in the strategic environment as a result of the return of war to Europe, increased competition between powers, the complexity of threats to the continent’s security, and the undermining of the principles of the international order. In defence, the member states (MS) recognised the need to invest “more and better in innovative capabilities and technologies, fill strategic gaps, and reduce technological and industrial dependencies.” [2] This brief considers the EU’s progress in the defence industrial domain.

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Russia’s War in Ukraine Series: War and Industry

Since the first days of Russia’s full-scale invasion, Ukraine has needed huge volumes of weapons and ammunition for a war that is inherently asymmetrical, largely relying on the capabilities that it had—Soviet and domestically produced weapons—and on donations from partner countries. However, it has become clear that the approach is inadequate, especially if there are interruptions in supplies from outside, and that the restoration of Ukraine’s own military-industrial complex is vital to ensuring its security and defence capability, independence, and victory.

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