Summarize this content to 2000 words in 6 paragraphs in Arabic For the first time in more than 30 years, Europe\u2019s defence sector is hot property. After decades in which European military budgets were squeezed to fund other commitments, US President Donald Trump\u2019s hardline approach towards Ukraine and calls on allies to shoulder more of their security burden have forced the region\u2019s leaders into action. Governments are promising to unlock hundreds of billions of euros to mobilise their industrial base and plug gaps in their arsenals.\u00a0The region\u2019s defence groups have benefited from higher spending following Russia\u2019s full-blown invasion of Ukraine three years ago, with new government orders boosting backlogs to record highs. Trump\u2019s return to the White House, however, has turbocharged Europe\u2019s rearmament effort and with it, the industry\u2019s prospects. Company valuations soared to all-time highs this week, with shares in some groups up more than 40 per cent since the start of the year.\u201cGeopolitical tensions, including Russia\u2019s invasion of Ukraine\u2009.\u2009.\u2009. are fuelling a new global defence supercycle,\u201d said Loredana Muharremi, analyst at Morningstar.The potential end of US military support for Europe has raised questions about the continent\u2019s capability gaps \u2014 and which companies might benefit from the urgent need to fill them. The war in Ukraine has exposed vulnerabilities in areas including intelligence and surveillance, air and missile protection systems, heavy-lift transport aircraft and air-to-air refuelling. The US this week dealt a blow to Ukraine\u2019s ability to target Russian forces by cutting off intelligence-sharing with Kyiv. Estimates by the Stockholm International Peace Research Institute show the US accounted for 55 per cent of Europe\u2019s defence equipment imports between 2019 and 2023 \u2014 up from 35 per cent in the previous five years.America\u2019s shift in policy towards Europe is \u201cpretty fundamental\u201d and \u201cthe biggest change since World War II\u201d, according to Guntram Wolff, senior fellow at Brussels-based think-tank Bruegel.\u201cIt is comparable to the end of the cold war,\u201d he said, \u201cbut with a negative side because western Europe has been under the US umbrella [and] also under US strategic leadership for the last 80 years.\u201dIndustry executives have said they are ready to boost investment but stressed they need governments to follow through on their spending pledges with long-term contracts.Europe has the \u201cnecessary technology to produce the full spectrum of defence equipment it needs\u201d, Patrice Caine, chief executive of French defence electronics group Thales, said this week. Key, however, was whether the declarations would be \u201cbacked by extra contracts\u2009.\u2009.\u2009.\u2009If the orders come, we will be ready\u201d.US defence companies could also benefit from European governments\u2019 increased spending unless countries move to deliberately exclude American equipment. Several European nations have bought the Lockheed Martin-built F-35, the world\u2019s most-advanced fighter jet. Land warfare and munitionsEurope\u2019s production capacity for ammunition and armoured vehicles is severely stretched, which could also provide an opportunity for US manufacturers such as General Dynamics to keep providing equipment.However, the immediate European beneficiaries of any uplift in spending are expected to be the small group of national defence champions such as Germany\u2019s Rheinmetall and Britain\u2019s BAE Systems, which have benefited from orders for land vehicles, ammunition and munitions. KNDS, an alliance of France\u2019s Nexter and Germany\u2019s Krauss-Maffei Wegmann, is another likely winner.\u00a0Rheinmetall, BAE, Nexter and Finnish-Norwegian government-owned Nammo would benefit from more investment in ammunition. Suppliers of explosives and propellants such as Britain\u2019s Chemring and France\u2019s Eurenco will also continue to be winners.\u00a0Air defence and missile systemsMore funding is also expected to flow into air defence and missile systems. Ukraine has until now benefited from the US-made Patriot system, Washington\u2019s most advanced air defence weapon, which is also used by several allies. It consists of a radar system and mobile launchers that can fire interceptor missiles at incoming projectiles or aircraft.\u00a0Analysts said Europe could instead send Kyiv more of its SAMP-T missiles. The system, made by Eurosam, a joint venture between pan-European missile champion MBDA and Thales, is also in use by the Italian and French armed forces.\u00a0Thales on Sunday secured a \u00a31.6bn deal from the UK government to build more of its lightweight multirole missiles (LMMs) which Ukraine\u2019s forces are using. Sweden\u2019s Saab, which makes the shoulder-fired anti-tank NLAWs, could also win more orders.\u00a0Intelligence and surveillanceAnother vital area where Europe needs to boost investment is in intelligence, surveillance and reconnaissance. Douglas Barrie, senior fellow for military aerospace at the International Institute for Strategic Studies, said the war in Ukraine had underlined the importance of ISR and America\u2019s critical role in providing it. Europe only counts on three \u201cbig wing\u201d signals intelligence aircraft, including the Boeing RC-135 Rivet Joint aircraft used by the UK.One potential beneficiary is Munich-based Hensoldt, according to analysts, which is working on an airborne surveillance system called Pegasus for Germany\u2019s armed forces. Sweden\u2019s Saab also has capabilities in early warning and control systems.Space and satellite communicationsSatellite communication and the integration of data on the battlefield are key areas where Europe has relied on help from the US. The \u201cintegration of digital, data management, satellite intelligence and then linking all of that back to the troops on the ground \u2014 that is a big gap where we have to do a big investment\u201d, Wolff said.Eutelsat, the French satellite operator and owner of OneWeb, this week said it was in talks with European governments about providing additional satellite connectivity in Ukraine. The company is well-placed if Elon Musk\u2019s Starlink, which has played a critical role in helping Kyiv improve its battlefield communications, were to withdraw its services.\u00a0Eutelsat\u2019s share price is up more than 500 per cent since Friday\u2019s close.AI and autonomous systemsEurope\u2019s governments are expected to earmark significant sums for new growth areas such as artificial intelligence, cyber security and autonomy, which are set to play huge roles in future warfare. The shift will benefit some existing players \u2014 Thales is a leader in cyber security, while Italy\u2019s Leonardo has decades of expertise in sensors and radar. Leonardo is also in talks about a production partnership with Turkey-based drone maker Baykar to boost the continent\u2019s production capabilities.Newer entrants, however, are also expected to benefit, as is Ukraine\u2019s burgeoning drone industry. Robert Stallard, analyst at Vertical Research Partners, said Europe had an \u201copportunity to do things differently\u2009.\u2009.\u2009.\u2009to bring in more of the commercial technology companies into defence\u201d.\u201cIf you are going to increase defence spending by 50 per cent \u2014 there is an opportunity for defence start-ups in Europe.\u201dGerman defence AI start-up Helsing, seen as Europe\u2019s answer to Peter Thiel\u2019s US data intelligence business Palantir Technologies, announced last year it would move into drone manufacturing to capitalise on the rising demand for autonomous weapons. The company has pledged to deliver 6,000 of its HX-2 attack drones to Ukraine. The drones are electrically propelled with a range of up to 100km. Advanced on-board AI enables full resistance to electronic warfare.Additional reporting by Leila Abboud in Paris and Ray Douglas in LondonVideo: ‘Film me!\u2019: Russia’s executions of Ukrainian POWs point to a policy | FT Film<\/p>\n","protected":false},"excerpt":{"rendered":"
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