European Resilience as an Investment Theme
European resilience is no longer a policy headline. It is a multi-decade capital programme that touches defence, energy, materials, and industrial capacity at the same time.
What this theme actually contains
- Defence industrial recapitalisation across the continent
- Energy security through nuclear, renewables, and grid build-out
- Critical mineral supply chains rebuilt outside hostile jurisdictions
- Sovereign electronics and trusted manufacturing capacity
https://niklaslindahl.com/essays/european-resilience-as-an-investment-theme