The United States remains the arsenal of the West, but recent delivery delays to European allies show that access is not the same as timely access. This insight examines what happens when alliance credibility meets industrial limits — and why inventory depth, production throughput and delivery timing are becoming strategic variables in their own right.

The EU is launching a transformative defence industrial strategy through the European Defence Industry Programme (EDIP), unifying procurement, scaling production, and integrating Ukraine to strengthen Europe’s long-term security and strategic readiness.