European Defence Industrial Structure, Strategic Integration, and Capital Allocation Dynamics
This analysis offers a comprehensive and rigorously documented reconstruction of Europe’s defence-industrial system, explaining with clarity and precision why the current fragmented structure represents a strategic and financial risk for Europe, its allies, and the investors operating in this sector. The text examines how industrial geography, concentration patterns, ownership models, dual-use innovation and capital flows are reshaping Europe’s ability to generate military power, sustain complex production cycles and compete with the United States and China. It identifies the real bottlenecks, the most exposed vulnerabilities and the emerging opportunities for those who invest, advise or plan capabilities. The document also shows how EDIS, EDIP and the new EU instruments are beginning to influence corporate behaviour and national decision-making, and what this means immediately for industrial strategies, risk assessment and portfolio positioning. It is written for readers who need clarity, precision, and immediate situational awareness on a domain that now shapes security outcomes, industrial strategies, and the direction of European and global markets.
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