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Sovereign Defense Boom: The €381 Billion Shift to Local Military Tech

Newswire.ca - Wed Dec 24, 2025

Issued on behalf of VisionWave Holdings, Inc.

VANCOUVER, BC, Dec. 24, 2025 /CNW/ -- Equity InsiderNews Commentary – European and NATO allies confirmed a credible pathway to achieving 5% GDP defense spending by 2035 at the December 3 NATO Foreign Ministers meeting, reinforcing the strategic imperative for Allied nations to localize military production and reduce reliance on non-European suppliers[1]. The European Union's €150 billion SAFE instrument, adopted in May 2025, specifically mandates that at least 65% of defense procurement components must originate from EU, EEA-EFTA, or Ukrainian suppliers, accelerating the shift from imported systems to sovereign industrial capacity[2]. This mandate for localized industrial capacity drives the growth trajectory for VisionWave Holdings, Inc. (NASDAQ: VWAV), Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), Elbit Systems Ltd. (NASDAQ: ESLT), Kraken Robotics Inc. (TSXV: PNG) (OTCQB: KRKNF), and BAE Systems plc (OTCPK: BAESY).

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