No. 10. What European OEMs Fear Most About 2030 (And It’s Not Geopolitics)
Here’s the surprising truth: - OEMs are not afraid of budgets. - Or demand. - Or technology. They fear this: That Europe won’t have enough suppliers to build what needs to be built. Some OEM executives now openly state: “We don’t know if the supply chain can scale.” “Capacity is our biggest risk.” “We need 2–3× more qualified suppliers in the next 5 years.” Not more factories. More suppliers. This is the new strategic risk of the European defence industry.
