Europe has accelerated your spending in defense up to levels that had not been seen since the end of the Cold War, driven by conflicts on its borders and a growing strategic uncertainty. The reflection has been a global arms market that is experiencing one of its more expansive cycles in decades, with long-term contracts and industrial chains that work at full capacity. In this context of rearmament and international repositioning, some countries face to a reality that goes beyond the numbers.
For example, Spain.
An industry that shoots record numbers. They counted this week in Spanish that, at the end of 2024 (last year for which official data is available), the Spanish defense industry touched 7,000 million of euros in exports, 10.6% more than the previous year, consolidating a model in which almost 70% of the sector’s sales depend on the foreign market. Three large companies (Airbus, Indra and Navantia) concentrate more than 70% of international business, and if Rheinmetall Expal and ITP Aero are added, five companies account for more than 80% of exports.
According to the Ministry of Defense, the bulk comes from international programs such as the A400M or the Eurofighter, with the aeronautical subsector representing almost two-thirds of the total, while conventional weapons and missiles are growing strongly. Spain maintains ninth place in the world as an exporter, with 3% of the global marketand although it has lost positions compared to competitors such as Italy or Israel, its absolute numbers continue to increase.
Ukraine as a showcase and accelerator. The war in Ukraine has been a catalyst. Since 2022, Spain has authorized more than 910 million euros in sales of defense material to kyiv, with a special weight of ammunition and projectiles, including more than 130,000 155 mm. Added to this are battle tanks, armored vehicles, missiles and direct donations that include everything from Harpoon systems to medicalized armored vehicles.
Only in 2023 exports to Ukraine represented more than 150 millionand in the first half of 2024 they exceeded 130 million, increasing the relative weight of kyiv within the export group. In other words, Spain not only participates politically in the European effort, but has become a relevant supplier in a high-intensity conflict that consumes ammunition at an industrial rate.
The paradox of the empty uniform. It we count this week. While the factories work at full capacity and the international contracts multiply, the interest of the Spanish population in joining the Armed Forces does not live his best moment. The social distance from the military profession, demographic aging and competition in the civilian labor market contrast with the strength of the defense industrial complex.
Those 7 billion of euros summarize an uncomfortable reality in Spain: because there may be a lack of hands to take up weapons, but they are making money selling them to the rest of the planet. The country participates in fighters, produces radars, large-caliber ammunition or naval systems for third parties, while the internal debate revolves around vocations, working conditions and professional attractiveness.
A model with recruitment on the other hand. The analysis of Defense in Spain indicates that the strength of the sector does not rest on the size of the national army, but rather on its integration into consortia Europeans and global supply chains.
Ukraine, India, Saudi Arabia, France, the United States and Germany are among the main destinations for Spanish material, which shows a geographic diversification that cushions any internal fluctuation. The industry acts as a technological engine and generator of qualified employment, but also as an actor fully inserted in a global market that is experiencing a rebound sustained by conflicts and geopolitical tensions.
Between industrial power and social debate. Spain thus finds itself facing a strategic duality. On the one hand, it consolidates its role as a relevant actor in world trade of weapons and strengthens its position in key international programs. On the other hand, face a domestic debate about the link between society and defense that is not resolved with accounting balances.
The paradox is no small thing: a country that escalates million-dollar contracts abroad while dealing with the need to make more attractive the uniform at home. And in this tension between global market and national commitment is drawn one of the quietest dilemmas of Spanish defense policy.
Image | Seko Photography
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