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Critical Minerals & Supply Chain · Recycling of strategic fibers and composites emerges as resilience play for European defense autonomy
now playing · Critical Minerals & Supply Chain
Defense Techtailwindscore 9/10sander verbrugge
Dual-use strategy deemed optimal for defense investing to sustain manufacturing capacity through peace and conflict
Dual-use technologies allow companies to build robust manufacturing chains and continue development during peacetime via civilian applications, maintaining surge capacity for defense needs…
Defense Techtailwindscore 8/10sander verbrugge
European DSR venture funding quadrupled in five years, late-stage rounds signal ecosystem maturity
Defense, security and resilience VC investment in Europe grew 4x over five years to nearly $9B in 2025, with late-stage mega-rounds dominating growth as early companies mature, prove techno…
Defense Techriskscore 7/10sander verbrugge
Sensor and actuator layers on NATO's eastern flank identified as dangerously underfunded scale-up gap
While autonomy and drones attract mega-rounds, the sensor-actuator chain for eastern flank deterrence lacks mature scale-ups; high-quality early-stage companies exist but need multi-round p…
Critical Minerals & Supply Chaintailwindscore 7/10sander verbrugge
Recycling of strategic fibers and composites emerges as resilience play for European defense autonomy
Recovering high-value materials like glass fiber from end-of-life defense assets and wind turbines reduces import dependency, lowers energy costs, and creates circular supply chains — a cri…
Venture Capitaltailwindscore 6/10sander verbrugge
European defense VC ecosystem maturing with geographic expansion into Central and Eastern Europe
Beyond traditional UK and Munich hubs, Finland and Central Eastern Europe show rising deal flow and funding, indicating a broadening and deepening venture base capable of supporting defense…