The Staggering Cost of Losing Europe’s Arms Market | 8 Months Later - How did it go?

Video Description

Go to https://www.cyberghostvpn.com/MilitaryRated to get 83% off from our sponsor CyberGhost VPN – plus 4 months free! The playlist for this series, which now has 10 episodes covering everything from tanks and naval assets to satellites, can be found here: https://www.youtube.com/playlist?list=PLUXT1sC5YHKQANlcjDM7pSuJUu1xH8C-N Europe is rearming—and defence money is moving. In this deep dive, we track how European buyers are shifting from U.S. staples like the F-35 and Patriot toward European air defence, rockets, and artillery (SAMP/T, IRIS-T, NASAMS, Archer, Caesar, RCH 155, PzH 2000, KRAB, GMARS, Homar-K). We also look at why European defence stocks are surging while several U.S. names lag—and what that means for NATO, Ukraine, and the global arms market in 2025. This episode summarizes eight months of changes since our original series on a possible U.S.–Europe defence spending split: orders canceled or paused, sixth-gen programmes (FCAS/GCAP) gaining traction, and Europe scaling ammo, energetics, missiles, and artillery at record speed. What you’ll learn • Where F-35 demand is shifting—and why. • Patriot’s supply-risk problem vs. European options (SAMP/T, IRIS-T, CAMM/Sky Sabre, NASAMS). • Rocket artillery trends: HIMARS vs. European depth (GMARS, Homar-K/Chunmoo, GMLRS/ER). • Europe’s artillery edge: tracked (RCH 155, KRAB, PzH 2000) and wheeled (Archer, Caesar). • Why European defence stocks are up: demand, policy, sovereignty, product-market fit, scaling. • Stock we analyze: Airbus, Dassault Aviation, Saab, Rheinmetall, BAE Systems, Leonardo, Safran, Thales, Kongsberg, Fincantieri plus Hanwha Aerospace; U.S. names including Lockheed Martin (LMT), RTX/Raytheon (RTX), Northrop Grumman (NOC), Textron (TXT), Leidos (LDOS). Why this matters Europe just became the top U.S. arms market—and is now building sovereign capacity at home. That reshapes supply chains, pricing power, and wartime readiness from the GIUK Gap to the Baltic and Black Seas. If you’re researching specific systems F-35, FCAS, GCAP, Patriot, SAMP/T, IRIS-T, CAMM/Sky Sabre, NASAMS, HIMARS, GMARS, Homar-K (Chunmoo), GMLRS/ER-GMLRS, RCH 155, KRAB, PzH 2000, Archer, Caesar, 155 mm shell production, energetics capacity. #france #sweden #europe