You can offshore electronics.
You can offshore EV battery plants.
You cannot offshore defence.
Why?
- You don’t outsource critical systems to geopolitical competitors;
- You don’t manufacture complex military tech in low-cost regions;
- You can’t recreate decades of aerospace and defence culture elsewhere;
- And defence demand is government-backed, it doesn’t vanish overnight.
This is why defence & aerospace are becoming Europe’s new industrial backbone.
But here is the uncomfortable truth:
An industry is only as strong as its supply chain.
And Europe’s supply chain is the weakest part of the system.
