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[INTERNATIONAL] · France, Germany, Italy, Spain, Sweden · 8 sources

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European Union accelerates maritime defence and undersea security

The European Union is significantly increasing its maritime defence spending and strategic focus on undersea security. EU defence expenditure rose to €418 billion in 2025 and is projected to reach €454 billion in 2026. Maritime defence has become one of the fastest-growing sectors, with naval production reaching €13.7 billion in 2025 alone.

Industrial production is highly concentrated, with France, Germany, Italy, and Spain accounting for 87 percent of the EU’s maritime defence industrial base and 93 percent of its naval exports. Submarines now represent 27 percent of the bloc's maritime defence output. However, experts note that industrial concentration does not always reflect military commitment, pointing to Sweden and Greece as significant actors with highly specialized navies that are sometimes overlooked in broader industrial statistics.

Parallel to hardware procurement, the EU is prioritizing the protection of critical undersea infrastructure, including telecommunications cables and energy pipelines. This shift follows recent incidents involving the Nord Stream and Balticconnector pipelines. The EU has updated its Maritime Security Strategy to counter 'grey zone' threats and protect the digital and financial networks that rely on undersea fiber-optic cables.

Entities

European Policy Centre · European Union · France · Germany · Poland · SEA Europe · Saab

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