Spain has just surprised Europe and the US with an unprecedented operation. It is not a simple rearmament, it is a historic naval coup

For years, the European rearmament it was more conversation than facts and Spain always appeared in the list of the lagging countries. Now after constant pressure from the United States and the climate of insecurity In Europe, the country has taken an unexpected turn with an unprecedented naval investment that has surprised even its allies. A leap that has not been seen in decades. Spain has activated one of the largest renewal processes of its Navy since the end of the Cold War, an investment of 5.5 billion euros for a plan that combines the incorporation of 37 new warships and four submarines of new generation with the deep modernization of units already in service. This is not a routine replacement, but rather a complete reconfiguration of naval capabilities for a more demanding strategic environment, where sea control, deterrence and the protection of sea routes have returned to the center of the security agenda. The submarine axis and a program. The technological heart of the plan is formed by the four S-80 submarines, developed by Navantiadesigned to return to the Spanish fleet an advanced submarine capacity in stealth, autonomy and combat. With air-independent propulsion, state-of-the-art sensors and an architecture designed for surveillance, intelligence and anti-submarine warfare missions, these units represent a qualitative leap which places the Spanish Navy at an operational level comparable to that of the large European navies, with a delivery schedule that extends until 2030. Submarine S-8 Frigates, ships and balance. The renewal is not limited to the underwater field. The program includes five F-110 frigates multi-mission design, designed to operate in high intensity scenarios, together with the modernization of the F-100 frigates to extend its useful life for two more decades. Added to this are new action ships maritime with anti-submarine capabilities, which seeks to maintain a balance between new generation platforms and proven units, avoiding an operational vacuum during the transition. F-110 Frigate Logistics as a multiplier. A key part of the effort is focused on logistical and technological support. The construction of a new Supply Ship of Combat, the update of minehunters, the incorporation of hydrographic vessels and a specific platform electronic warfare They reflect a broader vision of naval power, where sustaining prolonged operations, gathering information, and dominating the electromagnetic spectrum is as important as direct combat. Geopolitics and deterrence. There is no doubt, this rearmament responds to an international context more unstablemarked due to open conflicts in Europe, tensions in the Mediterranean and the Sahel and greater competition between powers. For a country with a strategic position between the Atlantic and the Mediterranean, strengthening the fleet is not only a matter of prestige, but deterrent credibility and real capacity to protect own and allied interests within the NATO framework. Industry, employment and autonomy. Beyond the military level, the program aims to have a direct impact about the naval industry Spanish. The aim is most likely to consolidate a technological fabric with high added value, in addition to generating qualified employment and reducing external dependencies in critical systems. If you also want, the development of the S-80 and of the new frigates It has also served as a catalyst for innovation in propulsion, sensors and combat systems, with effects that transcend the strictly defensive sphere. Spain on the board. The last reflection that comes out of the historic announcement is clear: with this investment sustained over time, Spain reinforces its role as a relevant actor in the European maritime securitya priori capable of contributing more decisively to international operations and the protection of the main lines of maritime communication. I already we had seen the last months in many other nations. In the case of Spain, it is not, or does not seem to be, a simple update of ships without further ado, but rather the confirmation that naval power is definitely once again a central pillar of defense policy in the 21st century. Image | Navy, A Guy Named NyalNavantia In Xataka | Spain may not have F-35, but it is about to make history by sea: it is called F110 and it is ready for any war In Xataka | The United Kingdom will be only the first client: Spain builds a colossus in Galicia to build warships like churros

The main problem of Europe’s rearmament is a number. If Russia attacks its borders, it has 45 days to roam freely

The scene took place a decade ago at a Polish station, when several American Bradleys lost their turrets when passing under a platform that was too low, symbolizing a problem that Europe never solved: the structural vulnerability of your military logistics network. on a continent that is rearmed at a vunknown speed since the Cold War, the shortcomings are not only found in the absence of more tanks, ammunition or entire brigades, but in the physical inability to move them in time. The hidden fragility. In the month of July already we count the first indication. Then Europe realized that rearmament I had to start on the roads under a very simple premise: a Russian invasion would unleash fatal congestion. In fact, the invasion of Ukraine in 2022 is already exposed that reality. France could not transfer his Leclercs to Romania via the shortest land route through Germany and was forced to send them by sea, a deviation that evidenced what military planners have been pointing out with frustration for years: Europe is not prepared to move a modern army from its western ports to the eastern border in a credible time frame for deterrence. Now, in addition, he is certain of a number: deterrence takes about 45 daysand in a real scenario it would be equivalent to losing a war before appearing on the front, so it is imperative to reduce. How much? The plan is to reduce it five or even three daysaccording to the objectives that Brussels is finalizing. That is the heart of problem that obsesses to German General Alexander Sollfrank: that everything, from documentation to the resistance of a tunnel and the availability of a train driver, will work “like a Swiss clock” when Moscow tests NATO’s reaction capacity. The political challenge. They remembered in the Financial Times that even before the first armored train crosses Europe, the critical obstacle is political. The experience of 2022 showed that, although US intelligence accurately warned of the imminent Russian attack, some European leaders did not believe that Putin would give the order. Military mobilization can only begin once governments accept that the threat is real, and that delay (hours or days) is gold for the aggressor. General Ben Hodges, former commander of US forces in Europe, formulated it to put it bluntly: the key is not just how to move troops, but how to speed up decision-making, open ammunition depots, activate convoys and do it before Russia launch your offensive. And more. Added to this is the strategic unknown of Donald Trump, whose record of oscillations against Russia keeps Europe in constant tension: even if Washington claims to remain committed with Article 5clarity, synchronicity and speed could be conditioned by your posture. Only when that political decision is made will the massive movement to the east begin, a flow whose magnitude (200,000 soldiers and thousands of armored vehicles from the United States, Canada and the United Kingdom) demands a continental precision no priors. Geography as an enemy. That said, almost all analysts agree: the real bottleneck of European defense is on your physical map. Europe, despite being a densely developed continent, is not designed to move heavy divisions from one end to the other. The tunnels are too low, the clearances too narrow, the Baltic roads incompatible with those of the rest of the continent, the bridges (such as the collapsed Carola in Dresden in 2024) too old to support the weight of a modern tank. Even the inclination of the railway track can become at a risk When a train transports armored vehicles: the cargo could overturn. The realization of this reality led Estonia, Latvia and Lithuania to launch the Rail Baltica projecta €24 billion investment explicitly designed to support oversized military trains and eliminate the dangerous process of transferring vehicles between networks with different gauges. And on the Peninsula. In Spain and Portugal, the situation is similarmaking any urgent transfer from the peninsula difficult. Germany, which should act as Europe’s great military highway, is perhaps the most worrying example: exhausted roads, bridges in critical condition and a railway network that years ago was no longer suitable for high-intensity operations. The logistical dimension. Moving an army in Europe is not just a matter of infrastructure: it is also a administrative nightmare. Since most of the countries crossed would not be formally at war, their labor and customs laws would remain in force even in full military mobilization. A convoy crossing three borders could clash to three different regulations on mandatory breaks for truck drivers, incompatible customs procedures or transit permits that must be issued on paper, since NATO avoids digital documents for fear of cyberattacks. Germany, Poland and the Netherlands have tried to break this labyrinth by creating a “military Schengen” embryonic, but regulation remains fragmented, slow and vulnerable. Brussels has identified 2,800 critical points of infrastructure that need urgent modernization, although only 500 have been prioritized, and the fulfillment of the plans depends on governments whose political priorities change every year. Added to this complexity is the vehicle multiplication and calibers in service, which makes it almost impossible to standardize the logistics chain. As Sollfrank warnsyou cannot plan every “screw”, but you can plan the scenarios, and today Europe is just beginning to understand the real scale of the problem. The industry as a decisive link. Plus: the modernization of military mobility requires not only adapting bridges and roads, but also rebuilding industrial capacity to transport a contemporary army. A light division may require up to 200 trains, each with more than 40 cars, which represents more than 8,000 logistics platforms for a single operational movement. European railway companies, from Deutsche Bahn to Baltic operators, are signing agreements to reserve military capabilities, while Rheinmetall begins to offer complete services for convoys crossing Germany, from mobile dormitories to emergency workshops. But Europe does not produce enough high-capacity railcars or specialized vehicles, and the industry requires joint tenders and unified specifications to be able to produce … Read more

In the midst of rearmament, Europe has realized an unimportant detail: it does not have enough bullets

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

which companies are winning in the great rearmament of Spanish industry

Europe has entered a new era of rearmament. The Russian invasion of Ukraine reopened a arms race that seemed surpassed, and the governments of the continent have returned to look at their defense industry with urgency. In that map of reactivated factories, million-dollar contracts and multinational programsSpain occupies an important place. From Navantia to Indra, from ITP Aero to Escribano, the country has a network of companies that design frigates, radars, engines or intelligence systems for the most ambitious projects in Europe. This is the portrait of who is who in the Spanish defense, how much they really weigh and what role they play in the rearmament of the continent. Opportunities and challenges in European rearmament A study prepared by PwC For the employers’ association, TEDAE offers a precise overview of the industrial weight that defense has today in Spain. According to this report, published in 2024, the Defense, Security, Aeronautics and Space industries generated 21,919 million euros of GDP (1.4% of national GDP) and 260,049 direct, indirect and induced jobs. The document does not establish a ranking, but it does make it clear that the Spanish defense ecosystem is one of the most diversified in Europe. Reading it helps to dimension the magnitude of an industrial fabric that supports a good part of European rearmament. The momentum of the sector does not advance without friction. In an interview with El Paísthe president of Indra, Scribe Angelrecognized that Spain still lacks a giant comparable to Rheinmetall, Thales either Leonard. “We need a greater dimension,” he noted, adding that the objective is not to create a “national champion,” but to consolidate a fabric where companies cooperate and share capabilities. A vision that reflects both the ambitions and the internal tensions of the integration process in Spanish defense. Industrial reactivation is not enough on its own to guarantee sustainable defense. The Elcano Royal Institute warns that the rearmament effort It cannot be measured only in investment figures or signed contracts. In one of his recent analyses, he points out that “the revitalization of Spanish defense will only be sustainable if it is based on strategic and national security criteria.” To do this, it proposes reinforcing the so-called “strategic culture”, a long-term vision that transcends industrial logic and that makes it possible to clearly define what role Spain wants to play in the European security framework. “The revitalization of Spanish defense will only be sustainable if it is based on strategic and national security criteria” With this warning on the table, European rearmament is also understood as an exercise of concrete capabilities. Behind every contract, every European program, there are factories, engineering and shipyards that support the modernization effort. Spain is not starting from scratch: it has a network of companies that have grown in the heat of the great projects of NATO and the European Union. Some of them are public, others private, but they are all part of the same ecosystem that is once again gaining prominence today. The names that are defining the new defense industry in Spain Navantia It is the main reference of the Spanish naval industry and an essential piece in European rearmament. From its shipyards in Ferrol, Cartagena and Cádiz Ships have left for the Spanish Navy and for navies around the world, like the F-100 frigates or the Avante corvettes. Currently, it concentrates efforts on two strategic programs: the F-110 frigates, with a contract of 4,325 million euros, and the S-80 submarines. The F-111 “Bonifaz”, the first unit of the F-110 series, was launched on September 11, 2025 and the delivery of the first ship is scheduled for 2028. In submarines, the S-82, the second unit of the S-80 classes, He was sponsored on October 3, 2025. One of the frigates that bears the Navantia seal But there is more. With revenues of 1,528 million euros in 2024 and more than 5,600 employeesthe public company is committed to the model “shipyard 4.0” to modernize and thus respond to the growing demand for maritime capabilities of its clients. Indra acts as the technological backbone of Spanish defense: integrates C4ISR systems, radars, electronic warfare and simulation, and is the national coordinator in the FCAS program for the sensor and combat cloud pillars. His legacy in Eurofighter —with avionics, defensive aids and modernizations— is complemented by sustained defense contracting. Indra closed 2024 with 4,843 million in income and a portfolio of 7,245 million. To this he adds “combat cloud” demonstrators with the Air and Space Army. The PW800 engine is behind the first transatlantic flight powered by 100% sustainable aviation fuel ITP Aero is the literal and figurative engine of Spanish defense. Specialized in design, manufacture and maintenance of turbines, is part of Europe’s most advanced programs, from the Eurofighter to the future FCAS system, where it leads in Spain the development of the new generation engine. In 2024 he allocated 102 million euros to R&D—55% more than the previous year—and closed the year with 1,612 million in revenue. Its industrial expansion includes the Ajalvir plantwith a million-dollar investment for maintenance of GTF engines, and the reinforcement of its Zamudio center. These investments consolidate its role as a strategic propulsion supplier in NATO and the EU. SAPA is the great Spanish specialist in armored vehicle mobility and one of the few European companies with their own capacity to develop new generation transmissions. Its technology equips to the vehicle 8×8 Dragon of the Army. Besides, has been selected by General Dynamics Land Systems to supply transmissions to US Army programs linked to the replacement of the Bradley (XM30), a long-term industrial agreement valued by the press at up to 5,000 million euros. Based in Guipúzcoa, the company works on hybrid and electric systems for military platforms, in line with trends. Escribano Mechanical & Engineering represents the most dynamic face of the new Spanish industrial fabric. Specialized in remotely controlled weapon stations (RWS), optronics and smart ammunition, the company has managed to position itself as a key supplier of … Read more

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