Bronwen Maddox

Europe is realizing it cannot rely on the US for Ukraine support ("Trump's Lighthouse Diplomacy"). Europe is focusing on "what it can do on its own" to arm Ukraine and coordinate defense. This geopolitical shift forces European nations to increase domestic defense budgets and procurement, independent of US NATO contributions. This creates a sustained bid for defense contractors, particularly those with European exposure. Long Defense. The narrative has shifted from "US funding Ukraine" to "Europe funding itself," implying long-term contracts for hardware. A sudden peace deal or ceasefire that reduces the urgency of defense spending.