The Staggering Cost of Losing Europe’s Arms Market | 8 Months Later - Naval SURGE

Video Description

Since Donald Trump’s election win, Europe has quietly—but decisively—locked U.S. shipbuilders out of the naval market. In just the past year, European governments have awarded tens of billions of euros in contracts to domestic and European shipyards, leaving U.S. firms like Lockheed Martin, Huntington Ingalls, and General Dynamics on the sidelines. This video explores how Europe’s naval industry is surging: submarines, frigates, destroyers, corvettes, landing helicopter docks, naval drones, and even naval guns. It’s not just about warships—it’s about sovereignty, strategic autonomy, and cutting dependence on U.S. arms exports. European programs like the Type 212CD submarine, the FREMM frigates, the European Patrol Corvette under PESCO, and Spain’s S-80 program show how the continent is investing in its own future. Export powerhouses like Naval Group, Fincantieri, ThyssenKrupp Marine Systems, Saab Kockums, Navantia, and Leonardo OTO Melara are building fleets that dominate the European market—and increasingly, global exports. Meanwhile, stocks are soaring: Fincantieri is up over 200% in 2025 alone. ThyssenKrupp has climbed 226% since Trump’s election win. Saab is riding record order backlogs, up more than 110%. Naval Group, Navantia and BAE are seeing record growth. Leonardo and Airbus are also climbing, boosted by helicopter and aerospace demand. The U.S. isn’t just losing contracts—it’s losing influence, market share, and thousands of potential jobs. Europe’s €150 billion rearmament push explicitly excludes U.S. defense firms, marking a historic realignment in the transatlantic defense market. What we cover in this episode: Europe’s massive submarine procurement surge: Type 212CD, U212 NFS, A26, S-80, Barracuda, SNLE 3G, and SSN-AUKUS The new frigate race: FREMM, F110, F126, Type 26, Type 31 Drone-ready LHDs: Juan Carlos I, Mistral-class, Trieste Europe’s corvette boom: Gowind, Visby upgrades, Luleå-class, and the EPC under PESCO Why OTO Melara’s 76mm gun is uncontested in global service The stock market impact and why European defense companies are outperforming their U.S. counterparts #sweden #germany #italy 00:00 - Introduction: Naval Trend 02:27 - Submarine Procurement Surge in Europe 02:36 - ThyssenKrupp Type 212 CD 03:15 - Saab A-26 03:29 - Naval Group Barracuda (SMX) 03:37 - Navantia S80 & S80 Plus 03:46 - Naval Group Scorpene Class 04:02 - European Submarine Orders 04:57 - European Submarine Maker's Stock Performance 06:14 - Surface Vessel Production: Frigates and Corvettes 06:20 - Naval Group & Fincantieri FREMM Frigate 06:45 - Navantia F110 Frigate 06:57 - Damen & TKMS F126 Frigate 07:07 - BAE Type 26 Frigate 07:53 - Navantia LHD Juan Carlos 1 07:59 - Naval Group LHD Mistral 08:23 - Fincantieri LHD Trieste & Cavour 09:18 - Corvettes Intro 09:46 - Naval Group Gowind Class Corvette 10:12 - Saab Visby Corvette 10:27 - Saab Luleå - Babcock coop? 11:07 - EPC - European Patrol Corvette 12:19 - Vertical Launch Systems 12:27 - Sylver VLS 12:48 - Mark 41 VLS 13:25 - Naval Guns OTO Melara 14:49 - Summary & Conclusion