The European defense industry is experiencing a decisive moment after decades of demilitarization, outsourcing of key processes and a growing dependence on suppliers that seemed assumed to be structural until the Russian invasion of Ukraine revealed its weaknesses. In that context, that of rearmamenta chemical compound with more than a century of military history has reappeared as a critical link: there is no TNT. The strategic resurgence. Yes, the shortage threatens the continent’s ability to sustain its ammunition production. The panorama is as simple as it is disturbing: Europe, with giants such as Rheinmetall, BAE or KNDS, only has a TNT plant operational (Nitro-Chemin Poland), while Russia manufactures millions of projectiles annually and receives direct support from North Korea. This combination has created a strategic asymmetry that the EU is trying to correct with massive investments and new industrial playersamong them a Swedish start-up that aims to break a historical blockade with a modern and fully European factory. At the center of this story appears Joakim Sjöbloman entrepreneur who abandoned fintech to build the first Swedish TNT plant in 30 years and contribute, as explainedfor her daughter to grow up in a continent capable of defending itself. The geopolitical urgency. Although its origin was almost anecdotal (a yellow dye produced in Germany at the end of the 19th century), the TNT It became a fundamental piece of modern warfare since its explosive properties were discovered. Today it is essential for almost any ammunition that exceeds the size of a bullet: artillery projectiles, grenades, aerial bombs and countless military loads require this compound which, paradoxically, is almost no longer manufactured in the West. The gap between capabilities is evident: while Russia produces between 4.5 and 5 million of projectiles per year, Europe barely reached 600,000 in 2024a figure that rose to 1.2 million adding US production, but still far from what is necessary for a balanced deterrence. Each projectile requires about 10 kg of TNTso matching the Russian pace would require about 50,000 tons of explosive per year. The great dependence. Nitro-Chem It manufactures a significant part of that volume, but exports much of it. outside the EUand the rest of the European market depends on India and China, suppliers that would automatically be left out of the equation in a conflict between blocs. For Sjöblomthis dependence is an intolerable risk: any diplomatic or military crisis could immediately cut off the supply, just as happened with vaccines during the pandemic. The Swedish bet. It counted on Insider that Swebalthe company founded by Sjöblom after selling Minna Technologies to Mastercardaims to produce 4,500 tons of TNT per year in a facility located a few kilometers from Alfred Nobel’s historic dynamite factory. The project (which plans to start in 2028) aims to only use Swedish and Baltic raw materialscreating a completely European supply chain and drastically reducing delivery times that today depend on ships diverted around the Horn of Africa. Although its capacity does not even remotely cover the continental gap, Sjöblom himself maintains that it will be a significant contribution for at least a decade, because even adding all the projects planned in Finland, Greece, the Czech Republic and the United States, Europe would still be far from balancing the industrial pulse with Russia. The rebirth of TNT is not a historical eccentricity, but the reconstruction of a capacity that Sweden had until 1998 and that it dismantled because demilitarization made it unnecessary to maintain a dangerous, expensive chemical industry for which there were no commercial incentives. A dangerous process. The construction of a TNT plant It requires overcoming a regulatory labyrinth that Sweden applies rigorously even in the era of rearmament. To obtain the environmental permit, Swebal has had to carry out 14 studies on protected faunaarchaeological remains, acoustic impact and risk analysis, in addition to guaranteeing a perimeter isolated by forests that would act as a natural barrier in the event of an explosion. The plant’s own architecture reflects the delicate nature of the process: acid tanks connected to a concentration tower, chemical reactors enclosed in an enclosure of six-meter earth walls, video control, electrified fencing and permanent security equipment. Automation. The goal is that 90% of the process be automatedso that workers only enter in a final laboratory testing and in a shielded control room. Mixing toluene with sulfuric and nitric acid involves managing extreme temperatures and toxic gases, and any mistake can lead to lethal fumes or spontaneous detonation. Additionally, producing TNT generates “redwater”a carcinogenic waste that Swebal will send to an external plant for incineration, avoiding repeating polluting practices of the past. All this requires between 80 and 90 million of euros of investment, well above the initial financing of 3.5 million that the company has already closed. The European dilemma. Behind this industrial commitment there is an economic argument that transcends TNT. Europe spends 200,000 million euros annually on defense, but more than 60% of that money is allocated to US suppliers. For Sjöblom, relocating supply chains would generate millions of jobs and reinforce strategic autonomy, two objectives aligned with the plan ReArm Europe 2030which could mobilize up to 800 billion in investments and loans for the defense industry. However, the sector continues to face a structural obstacle: Orders do not arrive as quickly as companies need to take risks. This inertia (coupled with the lack of interoperability between European weapons, which forces the maintenance of multiple calibers and standards) is, according to Sjöblomone of the greatest dangers to the defense of the continent. If Europe does not unify criteria and build a robust industrial base, it will end up depending on others to support its own security doctrine, a reminder that is summarized in a phrase which he considers essential: “either you have an army, or you have someone else’s army in your country.” Local tensions. There is no doubt, the factory, located near a group of summer huts next to a lake, has awakened reluctance among the residents of Nora, who fear truck … Read more
