The Staggering Cost of Losing Europe’s Arms Market | 12 Months Later - Navy

Video Description

One year after Donald Trump returned to the White House, the impact on America’s allies is no longer theoretical, it’s visible in shipyards, order books, and defence markets across Europe and the Pacific. In this episode, we take a deep dive into how allied naval industries have performed over the past 12 months. From submarines and frigates to export successes and stock performance, this video looks at who is actually building ships, who is exporting them, and who is struggling to keep up. We compare European naval production to the United States, examine why European shipbuilders are seeing record backlogs, and explain how political uncertainty is accelerating a quiet but very real shift away from U.S. control. We also cover: – European submarine production and exports – Frigates vs destroyers and why the line no longer matters – The success of FREMM, Type 26, and other European designs – Why U.S. naval shipbuilding is falling behind despite massive budgets – Europe’s continued dependence on U.S. systems like Mk 41 VLS — and the alternatives emerging – How defence stocks and order books reflect these changes This video is part of an ongoing series examining how Europe, Canada, and Pacific allies are hedging against an increasingly unpredictable United States, and what that means for global military balance, defence jobs, and long-term security. 00:00 – Introduction 00:36 – Remembering Afghanistan & Allied Sacrifice 02:18 – Why Naval Industry Matters Now 02:35 – Submarines: Europe’s Breakout Year 02:53 – S80 Plus - Navantia 03:28 - Type 212 CD - ThyssenKrupp & Fincantieri 03:55 - France - Scorpene & Barracuda (Suffren) - Naval Group 04:35 - Dreadnought & Astute-class - BAE Systems 05:26 - A26 - Saab 06:19 - Comparing submarine output 2025 08:04 - Stock performance 08:55 - Type 26 - BAE Systems 09:45 - FDI Frigate - Naval Group 10:06 - FREMM Frigate - Naval Group & Fincantieri 12:06 - Naval surface ship output - 2025 13:26 - Europe's capability issues, VLS, Guidance & Software #nato #europe #navy