{"id":2411,"date":"2026-04-24T11:21:23","date_gmt":"2026-04-24T11:21:23","guid":{"rendered":"https:\/\/dans.ltd\/?p=2411"},"modified":"2026-07-01T11:22:05","modified_gmt":"2026-07-01T11:22:05","slug":"no-10-what-european-oems-fear-most-about-2030-and-its-not-geopolitics","status":"publish","type":"post","link":"https:\/\/dans.ltd\/de\/no-10-what-european-oems-fear-most-about-2030-and-its-not-geopolitics\/","title":{"rendered":"No. 10. What European OEMs Fear Most About 2030 (And It\u2019s Not Geopolitics)"},"content":{"rendered":"<div class='booster-block booster-read-block'><\/div>\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"2411\" class=\"elementor elementor-2411\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-fa53b7f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"fa53b7f\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d9e2ebb\" data-id=\"d9e2ebb\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-25a397b elementor-widget elementor-widget-text-editor\" data-id=\"25a397b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p style=\"text-align: justify;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Here\u2019s the surprising truth:<\/span><br \/><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">&#8211; OEMs are not afraid of budgets.<\/span><br \/><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">&#8211; Or demand.<\/span><br \/><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">&#8211; Or technology.<\/span><\/p><p style=\"text-align: justify;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">They fear this:<\/span><\/p><p style=\"text-align: justify;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">That Europe won\u2019t have enough suppliers to build what needs to be built.<\/span><\/p><p style=\"text-align: justify;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Some OEM executives now openly state:<\/span><\/p><ul style=\"text-align: justify;\"><li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">\u201cWe don\u2019t know if the supply chain can scale.\u201d<\/span><\/li><li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">\u201cCapacity is our biggest risk.\u201d<\/span><\/li><li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">\u201cWe need 2\u20133\u00d7 more qualified suppliers in the next 5 years.\u201d<\/span><\/li><\/ul><p style=\"text-align: justify;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Not more factories.<\/span><br \/><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">More suppliers.<\/span><\/p><p style=\"text-align: justify;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">This is the new strategic risk of the European defence industry.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Here\u2019s the surprising truth: &#8211; OEMs are not afraid of budgets. &#8211; Or demand. &#8211; Or technology. They fear this: That Europe won\u2019t have enough suppliers to build what needs to be built. Some OEM executives now openly state: \u201cWe don\u2019t know if the supply chain can scale.\u201d \u201cCapacity is our biggest risk.\u201d \u201cWe need [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[23],"tags":[],"class_list":["post-2411","post","type-post","status-publish","format-standard","hentry","category-media"],"_links":{"self":[{"href":"https:\/\/dans.ltd\/de\/wp-json\/wp\/v2\/posts\/2411","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dans.ltd\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dans.ltd\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dans.ltd\/de\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/dans.ltd\/de\/wp-json\/wp\/v2\/comments?post=2411"}],"version-history":[{"count":4,"href":"https:\/\/dans.ltd\/de\/wp-json\/wp\/v2\/posts\/2411\/revisions"}],"predecessor-version":[{"id":2415,"href":"https:\/\/dans.ltd\/de\/wp-json\/wp\/v2\/posts\/2411\/revisions\/2415"}],"wp:attachment":[{"href":"https:\/\/dans.ltd\/de\/wp-json\/wp\/v2\/media?parent=2411"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dans.ltd\/de\/wp-json\/wp\/v2\/categories?post=2411"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dans.ltd\/de\/wp-json\/wp\/v2\/tags?post=2411"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}