European defense companies are increasingly distancing themselves from American-made components, aiming to reduce reliance on U.S. parts due to concerns over the Trump administration’s unpredictable policies. This shift is driven by fears that future U.S. actions could disrupt supply chains and impose export restrictions on military equipment.
British and European defense firms are prioritizing the development of “Itar-free” weapons—systems free of U.S. components—to mitigate risks associated with the U.S. International Traffic in Arms Regulations (Itar). These regulations can restrict the export of military equipment containing American-made parts without U.S. government approval. Companies like MBDA, Supacat, and Helsing are emphasizing their commitment to providing sovereign, U.S.-independent capabilities. Supacat, for instance, manufactures the Jackal 3 vehicle without U.S. parts to ensure continued usability even during geopolitical disruptions, writes The Times.
The UK’s largest defense contractor, BAE Systems, is expanding domestic production of explosives, particularly RDX used in 155mm artillery shells, to reduce reliance on the United States and France. BAE aims to create “Itar-free” munitions by producing all components domestically, establishing multiple production sites to create a more resilient manufacturing network.
The European Union has also announced a new strategy to break its security dependency on the United States, focusing on purchasing more defense equipment within Europe. Under this strategy, member countries are encouraged to buy much of their military equipment from European suppliers, with the EU providing support to cut prices and speed up orders. This initiative aims to strengthen the European defense, technological, and industrial base.
Portugal is reconsidering its plan to replace its aging F-16 fighter jets with U.S.-made F-35s due to concerns over President Donald Trump’s behavior towards allies and doubts about future access to maintenance and parts. Portuguese Defense Minister Nuno Melo emphasized the importance of considering the geopolitical environment in their decision, reflecting strained U.S.-Europe relations and potential impacts on defense procurements.
