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1. The New Partnership among Italy, Japan and the UK on the Global Combat Air Programme (GCAP)

Author:
Alessandro Marrone
Publication Date:
03-2025
Content Type:
Working Paper
Institution:
Istituto Affari Internazionali
Abstract:
The Global Combat Air Programme (GCAP) launched by Italy, Japan and the UK in 2022 represents a novel partnership among the three countries for the development and production of a next-generation crewed fighter aircraft. A partnership based on equality of rights for and investments by the founding partners, as well as on the principles of Freedom of Action and Freedom of Modification at national level – that means full operational and technological sovereignty on the core platform, differently from the F-35 experience. As such, GCAP presents new challenges and opportunities in political, military and industrial terms, in addition to the programme’s tight schedule and high level of technological ambitions. The cooperation accelerated in 2024 with the establishment of a dedicated international governmental organisation to manage the programme, and the agreement on a joint venture among the three major companies involved on equal foot from the respective countries. This study provides an in-depth and comprehensive analysis of the specific British, Italian and Japanese ways to GCAP, of the programme’s politico-institutional governance and industrial architecture, as well as of training issue and the cross-sectorial implications for Italy. Moreover, a dedicated chapter focuses on the Franco-German-Spanish Future Combat Air System (FCAS) and the US Next-Generation Air Dominance (NGAD) programmes in a comparative perspective. The conclusions outline 15 policy recommendations for Italy concerning GCAP.
Topic:
Defense Policy, Science and Technology, Defense Industry, and F-35
Political Geography:
Japan, United Kingdom, Europe, and Italy

2. European support to the defence industry - Mid-term review of the European Defence Fund

Author:
Nicolas-Jean Brehon
Publication Date:
02-2025
Content Type:
Working Paper
Institution:
Robert Schuman Foundation (RSF)
Abstract:
Poland has made security one of its top priorities during its Presidency of the Council (January-June 2025). Almost a year ago, the Commission presented a European Defence Industry Programme (EDIP) aimed at strengthening European industrial capabilities. If implemented, this programme will bolster the European Defence Fund (EDF), launched in 2021 and which has already financed one hundred and sixty-two armaments industry programmes. Cooperation projects are numerous and extensive. The programmes selected by the Commission bring together an average of seventeen entities, and it takes care to appoint coordinating leaders in almost all the Member States. Questions are now beginning to emerge. After three years, it is useful to draw up a mid-term review to inform future choices.
Topic:
Regional Cooperation, European Union, and Defense Industry
Political Geography:
Europe

3. Analysis of the Organizational Performance of a Strategic Defense Company in Brazil: Conceptions from the Perspective of Defense Studies in Europe

Author:
Marcus Vinicius Goncalves da Silva
Publication Date:
04-2025
Content Type:
Journal Article
Journal:
Revista Brasileira de Política Internacional (RBPI)
Institution:
Instituto Brasileiro de Relações Internacionais (IBRI)
Abstract:
This study proposes, based on scientific production carried out in Europe, the adaptation of the Balanced Scorecard (BSC) method by Kaplan and Norton, for the analysis of the performance of Brazilian Strategic Defense Companies (SDC). The investigation is carried out in a comparative way, in two stages. In the first one, a bibliometric research was carried out to identify the characteristics of the European Defense Industrial Base. In the second stage of the research, the BSC-Defense indicators, developed based on the literature found, were empirically analyzed in a Strategic Defense Company in Brazil. The results indicate that the BSC-Defense instrument can serve as a guiding element for Strategic Defense Companies, as it includes an integrated and dynamic set of capabilities, processes and activities related to the strategic performance of the organization.
Topic:
Defense Industry, Performance Evaluation, and Strategic Defense Companies (SDC)
Political Geography:
Europe, Brazil, and South America

4. Six Takeaways from Two Years of Russia-Ukraine War

Author:
Alessandro Marrone
Publication Date:
02-2024
Content Type:
Commentary and Analysis
Institution:
Istituto Affari Internazionali
Abstract:
In February 2022, Russia invaded Ukraine from the North, East and South in order to control the whole country through direct military occupation and/or a proxy government. Moscow assumed a rapid collapse or surrender of the Ukrainian state and planned a relatively fast war of manoeuvre coupled with air assaults and/or amphibious operations to take over major cities such as Kyiv, Kharkiv and Odesa. Ukraine – which had prepared to some extent for a Russian invasion since 2014 – resisted and rolled back invading forces from its major cities in 2022, including from Kherson despite its illegal annexation to the Russian Federation. In late spring 2023, Kyiv launched a counter-offensive aimed at liberating territories south of Zaporizhzhia, but unfortunately Russian forces were able to hold most of the ground previously gained. A high level of attrition has now been experienced by both sides for several months, with more than half a million troops deployed by belligerents. Over the last six months, the war has turned into a bloody stalemate. It witnesses continuous and indiscriminate air campaigns by Russia – including the use of bombs, missiles and drones –, tailored raids by Ukraine on the occupied territories and across the Black Sea, and above all fierce land battles over a highly fortified frontline with a systematic, mutual shelling and massive use of drones. Two years after the beginning of the invasion, Russian armed forces control the land corridor that connects the Crimea peninsula to Donbas – two areas already directly or indirectly under Moscow influence since 2014 – and the whole Azov Sea: a region accounting for slightly less than 20 per cent of Ukrainian territory. Still, Ukraine continues to access the Black Sea and export its goods. Such an occupation has cost so far dozens of thousands of military casualties in both countries, the lives of thousands of Ukrainian civilians, as well as huge numbers of injured people and millions of displaced citizens – plus the material destruction brought by the conflict. What does this dramatic watershed for Ukraine mean for Europe as a whole? At least six takeaways can be gained for the armed forces of European countries, NATO and EU defence initiatives, with a view to deterring Moscow from further aggressions and if necessary defending Europe from them.
Topic:
Defense Industry, Military, and Russia-Ukraine War
Political Geography:
Russia, Europe, and Ukraine

5. The Russia-Ukraine War and Implications for the European Defence Industry

Author:
Michele Nones
Publication Date:
02-2024
Content Type:
Commentary and Analysis
Institution:
Istituto Affari Internazionali
Abstract:
Two years after the Russian attack on Ukraine, it is clear to everyone that the European Defence Technological and Industrial Basis (EDITB) was ill-equipped to face the consequences of a large-scale, high-intensity conflict on the Old Continent. The war changed three decades of procurement policies, production and technological trends that had previously shaped (not only) Europe’s approach to defence hardware. From the 1990s onwards, the preference for fewer, precise, highly advanced weapon systems over the massive employment of low-medium tech solutions had a double effect on the EDITB. First, it led European markets to partially consolidate, and individual companies to strive for increased efficiency. This meant not investing/maintaining redundant production sites, divesting from relatively low profitable and low demand segments such as the manufacturing of artillery shells and pursuing research and development (R&D) investment in high-end products. Second, the emphasis on technological prowess also shaped the way the European Union tried to jumpstart defence cooperation and integration among member states, first and foremost through the European Defence Fund (EDF) and Permanent Structured Cooperation (PESCO).
Topic:
Defense Policy, European Union, Weapons, and Defense Industry
Political Geography:
Russia, Europe, and Ukraine

6. NATO’s Posture vis-a-vis Russia: Features and Challenges

Author:
Elio Calcagno and Alessandro Marrone
Publication Date:
02-2024
Content Type:
Commentary and Analysis
Institution:
Istituto Affari Internazionali
Abstract:
The Russian war against Ukraine has had multiple impacts on NATO’s deterrence and defence stance vis-à-vis Moscow, which today presents a number of challenges to allies – particularly European ones. The 2022 Madrid summit and the resulting Strategic Concept signalled a substantial departure for the alliance in terms of focus and posture.[1] First, the new Concept represents an unequivocal return to a Russia policy based first and foremost on deterrence and defence, rather than calls for cooperation that had been typical between the end of the Cold War and the Russian illegal annexation of Crimea in 2014.[2] The 2022 Concept stands in stark contrast with this period of détente and instead explicitly points to Russia as “the most significant and direct threat to Allies’ security and to peace and stability in the Euro-Atlantic area”.[3] This new focus on deterrence and defence is accompanied with an enhancement of NATO’s military presence along the northern and eastern flanks.[4]
Topic:
NATO, Deterrence, Defense Industry, and Russia-Ukraine War
Political Geography:
Russia, Europe, and Ukraine

7. South Korea’s Emergence as a Defense Industrial Powerhouse

Author:
Wooyeal Paik
Publication Date:
02-2024
Content Type:
Working Paper
Institution:
Institut français des relations internationales (IFRI)
Abstract:
In recent years, South Korea’s ascent in the global arms market has been remarkable. This surge, particularly amid a shifting geopolitical landscape and the ongoing Ukraine-Russia War, has captured the attention of security watchers worldwide. This paper delves into the intricacies of the South Korean defense industry’s rapid emergence, wherein arms sales skyrocketed to 17.3 billion USD in 2022, and provides an in-depth analysis of its portfolio, capacity, and the rationales guiding its development over the last five decades. It explores how South Korea has capitalized on critical opportunities, including overcoming steep barriers to entry to major contracts with Central and Eastern European countries, especially Poland. It sheds light on South Korea’s competitive technologies, mass production capacity, and cost-effectiveness, and addresses the crucial role played by the government’s diplomatic support and coordination with key allies and partners. Against that backdrop, it concludes with some implications for the global defense industry and security architecture.
Topic:
Security, Defense Industry, Armament, and Arms Sales
Political Geography:
Europe, Asia, South Korea, and Poland

8. European defence industry: urgent action is needed!

Author:
Dick Zandee
Publication Date:
01-2024
Content Type:
Policy Brief
Institution:
Clingendael Netherlands Institute of International Relations
Abstract:
By invading Ukraine in February 2022 Russia has thrown the European security order into the waste bin. In essence, the Western reaction has been ‘we will not fight, but we will support Ukraine in its war effort’. Western countries have delivered a wide variety of weapon systems. Although this support has been vital for Ukraine’s defence, it has resulted in minimum levels of American and European arms and ammunition stocks. As a consequence, the burning question is how to ramp up the defence industrial production, in particular as the armed confrontation in Ukraine has developed into a war of attrition. The EU has launched several initiatives to support member states in procuring replacement equipment and ammunition to be delivered to Ukraine. At the same time, European countries have to strengthen their own defence capabilities in order to increase their share of the burden of NATO’s collective defence, while also realising more European autonomy. In the EU, there is broad political support for the strengthening of the European Defence Industrial and Technological Base, not only for economic reasons but as a necessary precondition for Europe’s security. However, despite this urgent call, industrial production is lagging behind, endangering both Ukraine’s war effort and the strengthening of European security and defence. This policy brief assesses how the EU is responding to the urgent challenge of adapting its defence industry to the requirements resulting from the new security environment. The central question is what should be done in order to change gear for increasing the production of ammunition and weapon systems. After assessing the consequences of the changed security situation for European capability needs, the author addresses the steps so far taken by the EU and the challenges lying ahead as the war will continue in 2024 and perhaps even beyond. The final section presents ten concrete action lines to overcome the obstacles for ramping and speeding up European defence industrial production.
Topic:
Security, European Union, Defense Industry, and Russia-Ukraine War
Political Geography:
Europe

9. Russia’s War in Ukraine Series: War and Industry

Author:
Stanislav Zhelikhovskyi
Publication Date:
07-2024
Content Type:
Policy Brief
Institution:
International Centre for Defence and Security - ICDS
Abstract:
Since the first days of Russia’s full-scale invasion, Ukraine has needed huge volumes of weapons and ammunition for a war that is inherently asymmetrical, largely relying on the capabilities that it had—Soviet and domestically produced weapons—and on donations from partner countries. However, it has become clear that the approach is inadequate, especially if there are interruptions in supplies from outside, and that the restoration of Ukraine’s own military-industrial complex is vital to ensuring its security and defence capability, independence, and victory. In the fourth brief of the series, Stanislav Zhelikhovskyi discusses how ammunition and equipment supply shortages provided the impetus for the revival of the national defence industry and for the repurposing of civilian industry to meet the wartime needs of the armed forces. He also highlights the importance of harnessing the potential of Ukraine’s vibrant high-tech innovation ecosystem, and attracting foreign investments to expand the country’s defence industrial base and integrate it with the European defence industry.
Topic:
Markets, Weapons, Defense Industry, and Russia-Ukraine War
Political Geography:
Russia, Europe, and Ukraine

10. EU Defence Industrial Initiatives: A Quantum Leap Is Needed

Author:
Gaia Ravazzolo and Alessandro Marrone
Publication Date:
12-2024
Content Type:
Commentary and Analysis
Institution:
Istituto Affari Internazionali
Abstract:
During Ursula von der Leyen’s first mandate as European Commission President, a number of EU defence industrial initiatives were launched, while the European Defence Fund (EDF) was implemented. The fragmentation of the EU’s defence industrial policy is evident in the proliferation of tools, with EDF itself, the Act in Support of Ammunition Production (ASAP), the European Defence Industry Reinforcement through Common Procurement Act (EDIS), and the European Defence Industrial Plan (EDIP) as prime examples. Yet the current landscape of fragmented tools and modest budgets is insufficient to meet the long-term challenges arising from an increasingly complex international and geopolitical context. The second von der Leyen’s Commission will have to face critical decisions to properly fund and support the European defence industry to contribute to the continent’s collective deterrence and defence amidst a limited and uncertain US commitment to the region.
Topic:
European Union and Defense Industry
Political Geography:
Europe