Steel, Sensors, and Speed: Europe’s Industrial Core Reforges Deterrence

In this joint insight, WisdomTree’s Samuel Rines and Aneeka Gupta analyze how Europe’s defense renaissance is shifting from rhetoric to reality.

• Rheinmetall, HENSOLDT, and RENK form the backbone of Europe’s deterrence, scaling ammunition, sensor, and mobility production to NATO standards.

• Massive investments—like Rheinmetall’s €500 million ammunition hub and HENSOLDT’s radar upgrades—signal a shift toward capacity, commonality, and cost efficiency.

• This industrial surge is turning strategy into tangible output: filling depots, wiring sensors, and strengthening Europe’s autonomous defense base.

Can Europe’s new defense momentum deliver lasting strategic depth—and investment opportunity? Read the full report for detailed insights.