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.
