Europe’s defense build-up is delivering for NATO — and America

When the European Union announced its unprecedented defense investment agenda last year, many in America questioned whether Europe would deliver. Some argued we were too slow to rearm, too fragmented to strengthen our defense industry, or too accustomed to relying on U.S. military power. One year later, Europe’s answer is not a press release or promise. It is budgets approved, production expanding, procurement accelerating, and capabilities being delivered. This is not a temporary surge. It is a structural shift to taking care of our own backyard. It will take time, to be sure, but the tracks are laid and the train has left the station. We invite our American friends to judge us not by old assumptions, but by the record we are building together. When I last wrote in these pages, in 2025, we had a plan – Readiness 2030, a nearly one trillion-dollar roadmap to buy new weapons and technological equipment. It signaled a fundamental rethink of the EU’s role in European defense spending, and big opportunities for American defense firms. Today, we’re making that plan happen. Let’s look at what’s already advancing - Europe collectively spent 2.1% of GDP on defense in 2025, above NATO’s benchmark. Frontline allies like Poland, Lithuania, Latvia, and Estonia are moving toward spending 5% of GDP. Eighteen member states have already taken the next step under the EU’s new $200 billion defense financing program. And the first $6 billion-plus is already being deployed to help countries procure faster, strengthen defense production and deliver the capabilities Europe and NATO need. Bigger budgets are only part of the story. Europe has fundamentally changed how it thinks about defense. The era when Europe outsourced too much of its security is over. New factories are opening, existing production lines are expanding, and private investment is flowing into next-generation drones, armored vehicles, artificial intelligence and electronic warfare. That investment is already translating into new industrial partnerships. At the NATO Summit, Lockheed Martin and Rheinmetall announced plans to produce ATACMS missiles in a newly opened production plant in Germany, the first time the system will be manufactured outside the United States. We’re also changing how Europe buys defense. For too long, 27 national defense markets operated under 27 different sets of rules, creating duplication, delays and unnecessary costs. The European Union is helping bring those markets together, making it easier for countries to procure jointly, invest together and give industry the predictable demand it needs to expand production and deliver capabilities faster. These initiatives and more are helping Europe move from fragmentation towards integration. None of this comes at America’s expense. Quite the opposite. As Europe invests more in its own defense, the alliance as a whole becomes more resilient and better prepared for the threats we face together. Europeans remain the largest customers of…