World February 11, 2026

Industry Urges Clearer Governance as Europe Expands Defence Role

Defence companies warn fragmented decision-making among national, NATO and EU bodies risks duplication and slow delivery of capabilities

By Hana Yamamoto
Industry Urges Clearer Governance as Europe Expands Defence Role

A senior industry representative says Europe needs clearer lines of responsibility among national governments, NATO and EU institutions to avoid wasted spending and delays as the continent boosts defence capacity. Multiple new EU initiatives aim to close capability gaps and reduce reliance on the United States, but overlapping projects and unclear governance could slow procurement and readiness.

Key Points

  • European defence spending has risen since Russia's 2022 invasion and amid signals of reduced U.S. support through NATO, prompting greater EU involvement in defence policy and industrial support - impacts defence manufacturing and procurement sectors.
  • Industry groups say governance is unclear among national governments, NATO and multiple EU bodies, which risks duplication and slower delivery of capabilities - impacting defence contractors and supply chains.
  • EU initiatives such as a 150 billion euro Security Action for Europe loan scheme, the European Defence Industrial Programme, and a Defence Readiness Roadmap to 2030 aim to close gaps like counter-drone systems and encourage joint procurement - influencing defence investment and industrial policy.

European defence policy is undergoing rapid change, but the industrial sector says the governance framework that will steer that change remains murky. Corporates and defence associations warn that without clearer division of roles between national governments, NATO and an expanding set of EU bodies, European defence spending risks inefficiency and duplication.

Camille Grand, secretary-general of the Aerospace, Security and Defence Industries Association of Europe - which represents more than 4,000 companies in 21 countries - said policymakers must define who does what and how decisions are taken.

"It’s a bit of an alphabet soup of organisations that have a role," Grand said. "We don’t have yet a clean governance for all of that, to define who does what and how decisions are taken."

His comments come against a backdrop of stepped-up defence investment across Europe after Russia invaded Ukraine in 2022 and following public signals from U.S. political leadership that European countries should prepare for reduced American support within the NATO alliance. That combination has prompted national governments to increase spending and prompted EU institutions to take a more active role in defence policy and industrial support.

Recent EU-level efforts aim to address capability shortfalls and encourage collective action. Among the initiatives cited by industry are:

  • Security Action for Europe - a 150 billion euro loan scheme designed to support defence spending;
  • The European Defence Industrial Programme - intended to bolster the defence sector; and
  • The Defence Readiness Roadmap - a plan to make the continent ready to defend itself by 2030.

These initiatives are intended to narrow capability gaps such as counter-drone systems, reduce dependence on the United States and promote joint procurement of weapons. Yet, according to Grand, multiple agencies and funding mechanisms have produced overlapping projects, and the net result can be confusion about responsibilities and processes.

"It all boils down to getting a little more clarity on: How do we govern this necessary collective effort to deliver capabilities faster?" Grand said, pointing to air and missile defence as an area where overlapping projects across different bodies have emerged to counter missiles, drones and other threats.

Calls for structural reform among officials have also surfaced. European Defence Commissioner Andrius Kubilius has proposed the creation of a European Security Council that could in some cases include non-EU countries such as Britain. The proposal aims to forge more coherent strategic decision-making but has not won universal support.

EU foreign policy chief Kaja Kallas voiced scepticism about adding yet another body, saying in Brussels:

"I don’t think another institution will actually make it easier,"

when asked about the proposal.

Industry stakeholders and officials therefore face a trade-off: using new EU instruments to accelerate capability development while avoiding a proliferation of overlapping governance structures that could slow procurement and raise costs. Clarity on where responsibility lies - whether at national capitals, NATO, the European Commission or specialised agencies - will shape how quickly and efficiently Europe can translate higher defence budgets into deployable capabilities.


Summary

Defence industry representatives say Europe needs clearer governance and role definition among national governments, NATO and EU bodies to avoid wasted spending and slow delivery of capabilities as defence budgets rise. Multiple EU initiatives aim to close capability gaps and support joint procurement, but overlapping projects and institutions risk inefficiency. Senior industry figures highlighted air and missile defence as a priority area needing better coordination. Proposals such as a European Security Council have been suggested but face scepticism from some EU officials.

Risks

  • Overlapping projects and unclear decision-making could lead to wasted spending and slower procurement, affecting defence manufacturers and government budgets.
  • Proposals to create new institutions, such as a European Security Council, may not resolve coordination issues and could add complexity if they do not clarify responsibilities - affecting defence procurement timelines and multinational programs.
  • Lack of governance clarity on specific capability areas like air and missile defence may delay deployment of necessary systems, impacting military readiness and companies developing those technologies.

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