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Strengthen European Defence Industry Programme

Committee: Security and DefenceDG: [DEFIS] Directorate-General for Defence Industry and Space

Policy topics

State AidDefence spendingEU competences on defenceOwnership of strategic assetsEU merger review and strategic-autonomy considerations

What this file does

Overview
The file concerns an upcoming European Commission proposal titled “Strengthen European Defence Industry Programme.” The procedure is currently in a pre‑proposal phase, with the Commission status listed as “Waiting for EC publication.” The analysis is based on the provided procedural narrative, institutional handling details, stakeholder outreach data, and stakeholder positions.

Legislative timeline
No legislative act has yet been published. The only scheduled event is a Commission initiative under the 2026 Commission Work Programme: a “Qualitative Military Edge programme” is noted for 31 March 2026.

Institutional handling
The lead Commission service is the Directorate‑General for Defence Industry and Space (DEFIS), under Commissioner Andrius Kubilius. In the Council, the dossier is expected to be handled by the Competitiveness Council (COMPET).

Stakeholder reactions
There have been 87 stakeholder meetings recorded, all with Commissioners and none with Members of the European Parliament or Commission staff. These involved 22 distinct organisations. The most frequently engaged stakeholders were BDI/BDA (The German Business, Representation), Rheinmetall AG, Anti‑corruption Action Center, Hensoldt AG, and OHB System AG.

On the topic of EU competences on defence, several stakeholders expressed positions that indirectly favour a stronger EU‑level role while opposing narrow interpretations of competences. BDI advocated for a single market for defence and highlighted synergies between civilian and defence industries. Thales called for simplification of EU defence industrial programmes and scaling‑up the European defence industry. BEDEX proposed hosting a conference on “defence industrial policy at EU level,” which subtly supports an EU‑level approach.

Regarding defence spending, PROMETHEE EARTH INTELLIGENCE discussed EU defence industry support instruments (SAFE, EDIP, EIB) and emphasised building capacity, indicating support. Rasmussen Global’s engagement on ramping up defence industry and anti‑drone capabilities also subtly favoured more EU defence spending.

On arms exports from the EU, MBDA, as part of a collective industry group, asked for a new EU export procurement law, reflecting a supportive position.

Media coverage
No media coverage is recorded in the provided data.

Institutional status

CommissionWaiting for EC publication
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