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France and Greece put EU mutual defence back into operational focus
Emmanuel Macron and Kyriakos Mitsotakis have renewed the Franco-Greek defence partnership in Athens, using the visit to argue that Europe’s mutual assistance clause should be treated as an operational commitment rather than a treaty provision rarely tested in practice. France…
China Targets European Defence Firms With Dual-Use Export Controls
Beijing has placed seven European defence-linked entities on an export control list over alleged Taiwan-related arms sales or cooperation, restricting access to Chinese-origin dual-use goods, technologies and services. China has imposed export controls on seven European entities over alleged involvement…
Denmark confirms SAMP/T NG purchase in first export deal for European air-defence system
Denmark has moved ahead with the SAMP/T NG air-defence system, giving the Franco-Italian programme its first export success and reinforcing a wider European push to strengthen high-end air and missile defence capacity. Denmark has confirmed its move to acquire the…
France and Germany remain deadlocked over €100bn FCAS fighter programme
Germany and France have again failed to resolve their dispute over the €100 billion FCAS fighter programme, raising fresh doubts over the future of Europe’s flagship next-generation combat aircraft project ahead of a meeting between Friedrich Merz and Emmanuel Macron…
War Stocks Lose Firepower: Investors Rethink Europe’s Defence Boom as Battlefield Realities Shift
For much of the past four years, Europe’s defence sector has enjoyed the sort of investor enthusiasm usually reserved for Silicon Valley. War, or the fear of it, proved a reliable stimulant. From the shock of Russia’s invasion of Ukraine…
Europe’s US weapons orders at risk as Iran war drains American stockpiles
Washington has warned some European allies to expect delays in previously agreed US weapons deliveries as the war involving Iran consumes critical munitions and missile defence stocks, according to Reuters. The development sharpens European concerns over dependence on American supply…
Wartime Economy: Washington’s uneasy pivot to industrial mobilisation
The spectacle of Washington courting Detroit is not new. It carries the unmistakable echo of another era, when American industry was marshalled with urgency and purpose, and assembly lines once devoted to civilian comforts were repurposed for national survival. However,…
Ankara presses case for inclusion in Europe’s defence projects
Turkey is pressing for a wider role in Europe’s defence architecture as NATO allies reassess capability, industrial resilience and the future balance of responsibility between Europe and the United States. The issue has gained renewed relevance because of Ankara’s position…
Revitalising a Naval City: Plymouth’s enduring role in Britain’s defence story evolves
The announcement of a £50 million defence growth deal for Plymouth and the South West is more than a welcome injection of capital; it is a statement of intent. At a time when questions of national resilience, technological sovereignty and…
The New Defence Sector Investment Cycle: Why “Must-Own” Stocks Are Anchoring Portfolios in 2026
The global defence sector is undergoing a transformation that goes far beyond a cyclical uptick in military spending. What is unfolding in 2026 is a structural shift—one driven by geopolitical fragmentation, technological acceleration, and a renewed emphasis on national security.…