For War on the Rocks, I explored the potential defense industrial consequences of a second Trump presidency for Europe. Never have I written something I hope to be proven wrong.
Despite repeated calls across Europe to treat this as a wake-up call for achieving greater autonomy in security and defense affairs — and despite Trump’s demands for Europe to step up its defense spending — my analysis suggests that Europe may become even more dependent on the United States.
Trump’s enthusiastic promotion of U.S. arms exports could further marginalize European firms, which already struggle with export dependence and a fragmented market compared to their self-sustaining U.S. counterparts. The future president’s likely insistence on linking American security guarantees to the purchase of U.S.-made weapon systems would undercut any autonomy gains Europeans might achieve through increased defense spending.
The likely result is a more fragmented European defense industrial base and an increasing reliance on bilateral ties with the U.S. rather than strengthening collective European defense capabilities. This would perpetuate Europe’s inescapable tension between equipping their forces efficiently and securing their long-term industrial capacities.
The stakes for a more capable Europe have never been higher. Read the full article here.
Kategorie: Science Communication
How do warming oceans affect anti-submarine capabilities?
For Europäische Sicherheit & Technik, I summarized the findings of a groundbreaking study that has sparked significant debate among national security decision-makers and academics alike. Published in the Spring 2024 issue of Texas National Security Review (TNSR), the study explores how climate change-induced shifts in ocean conditions are impacting the ability to detect submarines. The findings reveal that while the effects vary geographically, overall, the range of detection through underwater acoustics is shrinking as a result of these environmental changes.
These conclusions carry profound geopolitical implications. Submarine-launched ballistic missiles form a cornerstone of nuclear deterrence and underwater activities are playing an increasingly critical role in great power competition. The study underscores the urgent need to consider environmental factors in shaping future defense strategies and maritime security policies.
Find my summary here.
What role for the EU in European defense?
I had the privilege of collaborating with Kaija Schilde to develop our argument on the EU’s potential role in fostering a more capable European defense for the Ifo Institute’s Center for Economic Studies (CESifo). While the EU has not yet emerged as a direct buyer of defense goods, it already serves as a provider of public goods through its single market, which encompasses security-related products.
By leveraging its regulatory authority, the EU can reduce uncertainty in the defense market, incentivize R&D investments, and ensure the long-term competitiveness of European defense companies. Expanding its regulatory role in defense could enable the EU to indirectly establish a robust defense market as a public good for Europe’s collective security.
Find the article here.
What do we know about the international arms trade?
The Stockholm International Peace Research Institute (SIPRI) deserves immense credit for providing international arms transfer data, an invaluable resource for researchers, civil society, and policymakers.
However, commentators often misunderstand the underlying methodology. My article clarifies what kinds of arms transfers SIPRI measures and how it measures those transfers of major conventional weapons. I conclude by highlighting a few trends relevant to Europe, focusing on the largest importers and exporters and their respective suppliers and recipients.
The article was published in Europäische Sicherheit & Technik 06/2024, pp. 59-62.
Berlin, 2024-04-05
How can the EU’s Defence Industrial Strategy (EDIS) contribute to European defence?
For Europäische Sicherheit & Technik, I took a closer look at the EU’s Defence Industrial Strategy (EDIS) published last month. My analysis suggests that the Commission should refrain from political symbolism in the form of a Defence Commissioner as this would probably be another EU defence institution in an overcrowded but underutilized field. Instead, leveraging its regulatory prowess the EU should focus on fostering a conducive regulatory environment for the European Defence Technological and Industrial Base (EDTIB) to flourish.
You can find the article „Europäische Rüstungsindustriestrategie“ in Europäische Sicherheit & Technik, 04/2024, p. 87-88.
Berlin, 2023-12-12.
How does Germany compare to other European countries?
For Europäische Sicherheit & Technik I analyzed Germany’s participation in EDF projects. While there is an increase in Germany’s involvement I argue that Germany is still underperforming with regard to its defense-industrial and economic weight. Furthermore, there is a mismatch between participations in PESCO and in the EDF, which indicates a lack of a comprehensive strategy.
You can find the article „Die Rolle Deutschlands im Europäischen Verteidigungsfonds“ in Europäische Sicherheit & Technik 12/2023, p. 23-26.
Of the roughly € 100 bn in defense procurement EU countries have contracted since February 2022, 78% have been awarded to non-EU suppliers, according to an IRIS – Institut de Relations Internationales et Stratégiques study by Jean-Pierre Maulny.
In a guest commentary for the NZZ Neue Zürcher Zeitung, Sebastian Hoppe and I explain why this means no good news for European defense efforts and why Europe needs to do more together. We also highlight that a larger US market share in European defense procurement may be preferable for US defense contractors but less so for a more balanced transatlantic alliance.
➡ We conclude by arguing that only the addition of national market shares would allow the Europeans to realize their market power and act like an arms cartel on the global stage. This last point we owe to the argument put forward by Jonathan Caverley for The Wall Street Journal.
You’ll find the article (in German) below.
What are the implications of Russia’s war in Ukraine for the EU defense industry?
How does this peculiar industry work in general?
I address these questions in a cluster for the open science platform te.ma.
I argue that 3 areas of tension characterize the field:
(1) competing visions on EU strategic autonomy,
(2) the preservation of national sovereignty, and
(3) the security dependency on the USA.
The special input (in German) synthesizes much of my ongoing dissertation work on the EU defense industry or rather industries.