Competition between U.S. Patriot and European SAMP/T NG in light of the EU Defence Industrial Strategy
Executive Summary
As Europe redefines its air and missile defence priorities, the competition between the U.S.-made Patriot and the European SAMP/T NG systems reveals a fundamental shift in strategic and industrial policy. The EU’s 2024 Defence Industrial Strategy marks a turning point, promoting domestic procurement, reducing reliance on U.S. systems, and advancing long-term autonomy in key capabilities. This shift is reinforced by multibillion-euro national commitments in France and Italy, and emerging industrial alliances across Europe. For investors, this signals actionable opportunities: the European Defence Fund and Defence Equity Facility are now major instruments to catalyze private capital toward missile defence, advanced sensors, and dual-use technologies. The SAMP/T NG program, with new export traction and supply chain reconfiguration, offers visibility into a scalable, sovereign alternative to Patriot. As ESG constraints evolve and procurement policies favour EU-origin systems, investors equipped with regulatory insight and sectoral alignment stand to benefit from this restructuring of Europe’s defence ecosystem. Full analysis available to subscribers.
