European defense stocks are experiencing a sharp rally, drawing comparisons to past investment bubbles like the tech boom. Six of the top 10 performers in the Stoxx 600 this year are defense firms, while a Goldman Sachs industry basket has surged over 60% in 2025. Investors are pouring money into the sector, expecting a major increase in military spending as European leaders boost defense commitments to support Ukraine. The rally shows no signs of slowing, with continued pledges for expanded military budgets across Europe. The surge reflects growing demand for defense capabilities amid ongoing geopolitical tensions. Original news
Month: March 2025
NATO Tensions Under Trump Create Defense Opportunities for India
Rising tensions between President Donald Trump and NATO over defense spending could open new opportunities for India in the global defense market. During high-level White House talks, Trump questioned UK Prime Minister Keir Starmer on Europe’s ability to defend itself against Russia without U.S. support. The dispute is expected to push European nations to boost defense budgets, with Starmer already announcing increased UK military spending. European Commission President Ursula von der Leyen and EU defense commissioner Andrius Kubilius have emphasized India’s potential role in European defense supply chains. India aims to expand its defense exports and further integrate into global […]
Denmark Selects Norway’s Nammo to Restart Domestic Ammunition Production
Denmark has chosen Norwegian defense company Nammo to restart ammunition production at a closed plant in northern Denmark, the Danish Ministry of Defence announced on Friday. The decision follows security concerns linked to Russia’s war in Ukraine and intelligence assessments emphasizing the need for domestic ammo production. Defense Minister Troels Lund Poulsen stressed that the move is crucial for Denmark’s and the Nordic region’s security. Denmark had acquired the Elling plant in October 2023 to explore domestic production options, after the site had ceased operations in 2020. The initiative strengthens Denmark’s defense capabilities and regional military readiness. Original news
UK Pledges £1.6 Billion for 5,000 Air-Defense Missiles to Ukraine
British Prime Minister Keir Starmer announced a £1.6 billion ($2 billion) agreement on Sunday to supply Ukraine with 5,000 air-defense missiles through export finance. The Thales-manufactured missiles, with a range of over 6 kilometers, can be launched from multiple platforms. Starmer stressed the deal’s importance in protecting Ukraine’s critical infrastructure and securing peace amid escalating attacks. The announcement follows Russia’s recent assault using over 200 drones, which Ukraine called the largest since the war began. The commitment reinforces Britain’s continued military support for Ukraine against Russian aggression. Original news
EU Unveils €800 Billion Defense Plan Amid U.S. Uncertainty
European Commission President Ursula von der Leyen has announced an €800 billion ($841 billion) “REARM Europe” initiative to bolster EU defense capabilities amid concerns over potential U.S. disengagement. The proposal will be presented to 27 EU leaders during an emergency meeting in Brussels on Thursday, following President Donald Trump’s remarks on U.S. support for Europe and Ukraine. Von der Leyen stressed the need to ease fiscal constraints so member states can increase defense spending, with an average 1.5% of GDP increase expected to generate €650 billion ($683 billion) over four years. The initiative underscores Europe’s push for greater military self-reliance […]
U.S. Prepares to Store Nuclear Weapons at RAF Lakenheath Amid Rising Tensions
The United States is preparing to house nuclear weapons at RAF Lakenheath in Britain for the first time in nearly two decades, according to satellite images and a report from the Federation of American Scientists (FAS). The report indicates that 22 previously deactivated bunkers have been upgraded, with the decision to reactivate Lakenheath’s nuclear capability made as early as 2021. This move is seen as a response to worsening U.S.-Russia relations following Russia’s invasion of Ukraine. The FAS states that the upgrades aim to enhance the survivability of Western nuclear reserves and complicate Russia’s targeting strategy, though no nuclear weapons […]
Norway Receives Three More F-35 Jets, Total Now at 49
Norway has received three new F-35A aircraft from Lockheed Martin, bringing its total fleet to 49 jets, with three more expected by summer. The aircraft arrived on February 27 and are now stationed at Ørland Air Station. Col. Tord Aslaksen praised Lockheed Martin’s delivery efficiency, highlighting the complexity of fifth-generation fighter production. A report by the Center for Policy and Analysis raises concerns over Europe’s reliance on the F-35, warning that airpower cannot fully replace ground-based firepower. The deliveries strengthen Norway’s defense posture amid growing regional security challenges. Original news
Saab Secures $159M Contract to Modernize Germany’s Taurus Cruise Missiles
Taurus Systems, a joint venture between MBDA Germany and Saab, has awarded Saab a 10-year, $159 million (1.7 billion crown) contract for the modernization and maintenance of Taurus KEPD 350 cruise missiles. The contract follows an order from Germany’s defense procurement office, reinforcing Germany’s commitment to upgrading its long-range strike capabilities. The Taurus KEPD 350, known for its precision deep-strike capability, is used by Germany, Spain, and South Korea. The deal strengthens Saab’s role in European missile technology development. The modernization program aims to enhance the missile’s operational lifespan and effectiveness in future conflicts. Original news
Ukraine Seeks European Air Defense Support Amid Uncertainty Over U.S. Aid
Following a contentious U.S. press conference, Ukraine is urgently seeking replacements for American-made air defense systems, particularly Patriot batteries. Norwegian Defense Minister Bjørn Arild Gram stressed that air defense remains Ukraine’s most critical need, as the country turns to European allies for support. U.K. Prime Minister Keir Starmer pledged $2 billion for short-range Martlet missiles, while Norway plans to co-produce surface-to-air missiles with Ukraine. However, Ukraine still faces a pressing need for long-range systems, with SAMP/T missiles emerging as a possible alternative. The shift highlights Ukraine’s growing reliance on European partners to sustain its air defense capabilities. Original news
Czech Crowdfunding Campaign Raises £2.3M to Buy Black Hawk for Ukraine
The Czech campaign “Darek Pro Putina” (Gift for Putin) has raised over £2.3 million from 20,500 donors to purchase a UH-60A+ Black Hawk helicopter for Ukraine’s Main Directorate of Intelligence. The aircraft is expected to be delivered this month, marking a unique civilian-led military aid effort. The campaign highlights how European civilians are stepping in to provide advanced military equipment, traditionally supplied by national governments. The Mail described the initiative as “a remarkable example of civilian support” in Ukraine’s fight against Russia. The effort showcases growing grassroots engagement in European military assistance to Ukraine. Original news