Europe and Japan are beginning a track of long-term military spending.
For example, Europe is investing €800 billion into the defense industry sector, and most of the money will come from Germany through an increase in its public debt.
Japan — the amount has not yet been announced, but it is also hundreds of billions of dollars.
Including the United Kingdom, Norway, and Taiwan, the total is expected to reach trillions of dollars in the near future.
This sum will offset investments in green energy under the global Green Deal framework.
Within the thinking of European officials, a struggle is emerging between “woke” ideology and militarization.
How to profit from a “military supercycle” in the world?
Germany will try to convert its automotive industry into defense production.
Japan is opening arms exports after a decades-long moratorium.
Who will benefit? Companies such as Palantir, Rheinmetall, Mitsubishi, TKMS, Hensoldt, Kawasaki, and others.
What will happen, for example, in Ukraine?
If Ukraine does not integrate into global value-added technological chains, there will be a loss of human capital (technical specialists, scientists), energy, and raw materials.
Europe will increase production of gunpowder, military electronics, radars, radiation-resistant semiconductors, printed circuit boards, air defense systems, and drones.
It should be understood that every large industrial manufacturing company is surrounded by a conglomerate of large and small contractors and subcontractors.
One major military-industrial group includes tens of thousands of participants in the broader industrial infrastructure.
Ukrainian manufacturers can occupy their segment of such industrial and technological clusters.
And these can be both large companies and medium-sized or even small ones.
One of the EU’s tasks is the use of deposits of graphite, titanium, lithium, uranium, manganese ore, iron ore from the Poltava Mining and Processing Plant, germanium, and rare earth metals.
Already now, the United States is “cutting in on the turn” ahead of Europe, launching an “investment fund” in Ukraine for the development of Ukrainian natural resources.
And what is in Ukraine’s interest?
Expansion of the technological capabilities of Ukrainian metallurgical plants in the production of high-quality sheet steel and refractory metals.
Production of titanium metal.
Development of optical production based on germanium deposits, electrical engineering based on graphite, lithium, and rare earth elements.
Development of Ukraine’s missile production capabilities and drone manufacturing.
Use of natural resources to create technological clusters at Ukrainian polytechnic universities and institutions at the intersection of production, science, and education to produce electronics, chips, semiconductors, and circuit boards.
Unlocking the innovative and creative potential of Ukrainian megacities.
Such development directions can attract investment into Ukraine and become a strong driver of energy, logistics, and transport development.
In other words: either a partner or a raw-material appendage. A subject or an object.
