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Defence Finance Monitor - Analysis

Defence Finance Monitor

DFM-Analysis maps NATO and European Union strategic priorities to identify relevant technologies and companies, structured through proprietary taxonomies to support institutional capital and sovereign industrial decision-making.

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Latest Issues

Sustaining Europe’s Military Blood Supply

Continuous regeneration without displacing essential civilian care

European rearmament is counted in platforms, ammunition, industrial capacity and deployable formations. Those are things that can be bought early and held. Military enduran...

3 days ago
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Nordic Supply Reciprocity and the Limits of Industrial Access

When a factory across the border becomes capacity a government can plan on

European rearmament increasingly depends on production networks that do not coincide with national borders, and the Nordic countries present one of the continent’s...

3 days ago
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Equity Transactions and the Continuity of EDF Support

SME Status, Group Control and the Funding Rate

The European Defence Fund was designed to draw smaller undertakings into cross-border defence programmes, and at the same time to help the technologies those undertakings carry reach industria...

3 days ago
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Household Capital and the Public Anchor in Bpifrance Défense

Warehousing units, conditional liquidity and the limits of industrial additionality

Europe’s attempt to draw household savings into defence capital rests on a proposition that sounds simple and is not: that private savings can supplement p...

3 days ago
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Polyamp and the Continuity of European Naval Signature Management

Software Rights, Corporate Control and Through-Life Support

European naval rearmament is normally measured at the level of hulls, weapons, sensors, combat systems and prime contractors. That perspective is incomplete for survivability capa...

3 days ago
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