After the Summit: Europe's Defence Industrial Base

Can Europe’s fragmented defence industry meet the demands of a shifting geopolitical landscape? In this episode of Facing Coming Storms, Stuart Dee from RAND Europe joins Peter Apps to unpack the NATO summit in The Hague, where pledges to raise defence spending to 3.5%–5% of GDP signal a bold shift. They discuss why large budgets fail to deliver, hindered by a splintered industrial base.From Germany’s post-2022 rearmament to balancing tanks with tech like quantum computing, they explore innovative approaches like Helsing’s “resilience factories,” alongside challenges like the UK’s nuclear submarine goals and Ukraine’s agile drone industry.Key moments1:43 - US Defence Shifts and European Implications2:31 - The European Defence Industrial Landscape7:48 - Spending Boosts and National Ambitions10:34 - Germany's Defence Spending Dilemma13:49 - The Turning Point: Ukraine's Impact17:47 - Future Technologies and Defence Strategies22:52 - Industrial Base Challenges in Defence34:58 - Innovations in Defence Manufacturing38:26 - Economic Growth and Defence Spending44:38 - The 1.5% Defence Spending Question48:27 - The Complexity of Defence BudgetsFacing Coming Storms is brought to you by the British Army’s Centre for Historical Analysis and Conflict Research, in partnership with the Project for the Study of the 21st Century, and produced by Urban Podcasts.