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A Transatlantic Defense Industrial Base? Two Contrasting Views

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Focus Stratégique
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The evolving landscape of global defense cooperation has brought the transatlantic relationship between the United States (US) and Europe into sharp focus. As geopolitical tensions rise and the threat environment becomes more complex, the question of how Europe can best ensure its security while navigating its relationship with the United States has become paramount. This double feature report offers two contrasting views on the dynamics of US-Europe defense industrial relations, highlighting the challenges and opportunities that lie ahead for both parties.

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The evolving landscape of global defense cooperation has brought the transatlantic relationship between the United States (US) and Europe into sharp focus. As geopolitical tensions rise and the threat environment becomes more complex, the question of how Europe can best ensure its security while navigating its relationship with the United States has become paramount. This double feature report offers two contrasting views on the dynamics of US-Europe defense industrial relations, highlighting the challenges and opportunities that lie ahead for both parties.

The first text, authored by Jonathan Caverley and Ethan Kapstein, presents a perspective that underscores the limitations of European strategic autonomy in defense. They argue that despite increased defense spending and initiatives like the Draghi Report, Europe remains heavily reliant on the United States for advanced military technology and industrial capabilities. They suggest that Europe should accept a junior partner status within the transatlantic alliance, leveraging US technological superiority to bolster its own defense capabilities. This approach, they contend, would allow Europe to benefit from the most advanced defense systems while acknowledging the economic and industrial realities that constrain its ability to achieve full autonomy.

In the second text, Élie Tenenbaum and Léo Péria-Peigné challenge the overly pessimistic narratives surrounding the European defense industry. They highlight the successes and technological advancements of European defense firms, arguing that Europe has the potential to be a significant player in the global defense market. Tenenbaum and Péria-Peigné question the reliability of US defense supplies, citing concerns over production delays, operational limitations, and stringent export controls. They advocate for a more balanced transatlantic partnership, where Europe can assert its industrial capabilities and strategic autonomy while still cooperating with the United States.

Together, these two texts, respectively written by American and European researchers, weigh on an increasingly heightened debate surrounding transatlantic defense cooperation. They explore the tensions between the need for European strategic autonomy and the benefits of leveraging US technological and industrial strengths. As Europe grapples with the challenges of ensuring its security in an increasingly uncertain world, these perspectives offer valuable insights into the future of defense industrial relations between the United States and Europe. 

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A Transatlantic Defense Industrial Base? Two Contrasting Views

Decoration
Author(s)
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Élie TENENBAUM

Élie TENENBAUM

Intitulé du poste

Director of Ifri’s Security Studies Center

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Léo PÉRIA-PEIGNÉ

Léo PÉRIA-PEIGNÉ

Intitulé du poste

Research Fellow, Security Studies Center, Head of the Defense Research Unit, Ifri

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Security Studies Center
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Heir to a tradition dating back to the founding of Ifri, the Security Studies Center provides public and private decision-makers as well as the general public with the keys to understanding power relations and contemporary modes of conflict as well as those to come. Through its positioning at the juncture of politics and operations, the credibility of its civil-military team and the wide distribution of its publications in French and English, the Center for Security Studies constitutes in the French landscape of think tanks a unique center of research and influence on the national and international defense debate.

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European & Transatlantic Security
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The European & Transatlantic Security Program aims to contribute to the strategic debate by developing analyses around three main axes: European defense and the security architecture of the European continent, institutional and strategic links between the Treaty Organization of North Atlantic (NATO) and the European Union (EU), as well as the evolution of the transatlantic relationship.

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Observatory on Future Conflicts
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The Observatory of Future Conflicts is a research program carried out by the French Institute of International Relations and the Foundation for Strategic Research on behalf of the three army headquarters aimed at studying developments in tensions and armaments at the horizon 2040 in a transversal perspective, taking into account the issues of each army.

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Date de publication
25 May 2026
Accroche

For what may be its most significant stress test since the end of the Cold War, European deterrence is under strain. Russia’s war against Ukraine has demonstrated Moscow’s willingness to use force and its ability to combine conventional operations with nuclear signalling, coercive rhetoric, and hybrid actions. At the same time, the gradual deterioration of transatlantic relations has revived concerns about the reliability of extended deterrence.

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Date de publication
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Accroche

“The way I look at Iron Dome is as the ultimate manifestation of the future of the United States’ role in future conflicts, which is not to be the world police, but to be the world gun store,” said Palmer Luckey in November 2023. Luckey is the founder of Anduril, one of the most prominent DefTech companies. The ambition is clear: to participate in global rearmament by capitalizing on the quality of American innovations and to dominate the arms market—at least in the West—through technological mastery.

Alexandre PAPAEMMANUEL Laure de ROUCY-ROCHEGONDE
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Date de publication
12 March 2026
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French President Emmanuel Macron has unveiled his country’s new nuclear doctrine. Are the changes he has made enough to reassure France’s European partners in the current geopolitical context?

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Macron Offers a Promising Vision for Nuclear Deterrence in Europe

Date de publication
11 March 2026
Accroche

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Héloïse FAYET Darya DOLZIKOVA
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How can this study be cited?

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Jonathan CAVERLEY, Ethan B. KAPSTEIN, Élie TENENBAUM, Léo PÉRIA-PEIGNÉ, « A Transatlantic Defense Industrial Base? Two Contrasting Views », Studies, Focus Stratégique, Ifri, 12 March 2025.
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A Transatlantic Defense Industrial Base? Two Contrasting Views