Defence Finance Monitor Digest #97
Defence Finance Monitor applies a clear top–down approach. We start from the strategic, operational and tactical priorities as they are stated in the official documents of NATO, the EU and the governments of liberal democracies, and we track how these priorities are translated into funding lines, programmes and procurement plans, and then into demand for specific technologies, industrial segments and companies. In practice, we use these doctrines as a lens to identify which capability areas, technologies, companies and lines of research are being “lit up” as strategically relevant, and we map how this relevance materialises in concrete procurement, financing and industrial capacity, highlighting the assets that sit where strategy, budgets and capital effectively converge.
Our working assumption is simple: what is structurally relevant for NATO and EU strategy tends, over time, to become relevant also from a financial and industrial point of view.
On this basis, DFM functions as a decision-support tool, not as a conventional editorial product. For investors, it benchmarks deal flow against institutional priorities and highlights companies and technologies that solve concrete NATO/EU operational problems, rather than chasing thematic narratives. For entrepreneurs, primes and industrial managers, it shows which capabilities are moving to the top of the spending agenda, how to align R&D and product plans, and which funding instruments and partners are realistically available. For public decision-makers, it translates strategic goals into a structured picture of industrial capacity, innovation pipelines and supply-chain vulnerabilities. For universities and research centres, it shows where their scientific directions match urgent requirements and private capital, helping them position projects for both funding eligibility and effective real-world application.
In short, we translate strategic doctrine into an investable context, turning NATO/EU priorities into a usable map of technologies, companies and research lines that matter. DFM offers a common frame of reference so that each actor can read the same system from their own angle and act before decisions are forced by events.
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Special Report
Invisible Infrastructure: Seabed Warfare Market Map
Seabed infrastructure has moved from invisible utility to one of the most exposed fronts in hybrid conflict – and allied policy is now building a dedicated market around its protection. This report reconstructs the new governance model (US law, EU directives, NATO CUI architecture) and shows how it is translating into multi-year procurement cycles for sensors, AUVs/ROVs, cable ships, data fusion and critical subsea services. The accompanying Excel files map the industrial landscape (9 key players with strategic value), more than €1 billion in EU funding lines and the five technology bottlenecks where demand already exceeds supply. For companies and investors, it is a practical market map of who is positioned where along the seabed-warfare value chain – and which capabilities are structurally favoured by regulation and funding. If you need to understand where the next wave of dual-use undersea spending will concentrate, this is the reference point.
European Security & Defence Industry
Strategic Logistics and Military Mobility in Europe
Military mobility has quietly become one of the core tests of whether NATO and the EU can actually deliver deterrence – and it is now attracting tens of billions in long-term funding. This report walks through the new mobility architecture from top to bottom: strategic corridors, dual-use infrastructure, stockpiles, MRO, digital logistics C2 and the regulatory “Military Schengen” that must hold it all together. It then isolates the real bottlenecks – heavy transport, repair capacity, fuel and ammunition lines, workforce and industrial dependencies – that are already shaping procurement decisions. For companies and investors, the analysis translates these gaps into concrete opportunity sets: which segments of rail, ports, heavy vehicles, energy, C4I and logistics tech are structurally aligned with this priority. If logistics is where deterrence will be won or lost, this is the map of where demand, capital and industrial policy are actually converging.
Company Profiles Database
Defence Finance Monitor continues to expand its strategic mapping of companies that hold increasing relevance for European, NATO and allied defence priorities. The database now includes more than 950 structured profiles, each developed through the DFM Strategic-Technological Analysis Framework to assess how firms contribute to strategic autonomy, technological sovereignty and cross-border interoperability. The objective is to identify industrial actors that reduce dependencies on non-allied suppliers, reinforce the resilience of critical supply chains and provide capabilities essential to credible deterrence, modernisation programmes and long-term defence planning. This analytical corpus offers a decision-oriented environment for understanding how companies position themselves within the evolving defence ecosystem of liberal democracies.
Recent additions continue the systematic mapping of strategically relevant enterprises and include: SOGECLAIR, Meopta, Omnipol Group, Aero Vodochody Aerospace, Industria Aeronautică Română (IAR), Aerostar S.A., Hellenic Aerospace Industry (HAI), Turgis Gaillard, Aresia, Marshall Aerospace and Defence Group, Senior plc, Melrose Industries / GKN Aerospace, Martin-Baker Aircraft Company Limited, Grob Aircraft SE, Pilatus Aircraft, Sonaca Group, Sabca, Aciturri, Aernnova Aerospace, ITP Aero, Alpha Impulsion, Graal Tech, Reflex Aerospace and Satcube AB.
Without an integrated perspective, signals from NATO, the EU and allied governments remain fragmented, making it hard to judge their impact on industry, investment and long-term capabilities. Defence Finance Monitor brings these strands into a single, decision-oriented framework that links strategic priorities to concrete capability needs, industrial capacity, technologies, companies, funds and research programmes.