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Chapter 2 of 8Defence2 min read · 2 exhibits

Part I: Threat Landscape & Strategic Context

What kinds of drones is Europe defending against?

Chapter summary

NATO groups drones by weight, altitude and speed. Russia's Shahed campaign shows how mass attacks of cheap drones are used to saturate defences.

Key takeaways

  1. 1

    14,700+ Shahed-136/Geran-2 drones were launched between September 2022 and December 2024.

  2. 2

    Massed attacks of 400+ drones are used to overwhelm defences; swarms of 10–100 are emerging.

  3. 3

    A $1K commercial drone can be weaponised for about $3K.

At a glance

Exhibit 2.1

NATO groups drones into five classes by weight, altitude and speed

NATO drone classes

  1. 1

    Group 1

    Under 20 lb, below 1,200 ft, under 100 kt

  2. 2

    Group 2

    21–55 lb, below 3,500 ft

  3. 3

    Group 3

    Under 1,320 lb

  4. 4

    Groups 4–5

    Over 1,320 lb; MALE/HALE, e.g. Bayraktar TB2, Shahed-136

Source: European Counter-Drone Market Assessment 2026–2030, Setcoin Research (February 2026)

Exhibit 2.2

Europe & UK accounts for 88% of defence awards and contracts on the Atlas

Defence awards and contracts on record, by region · awards & contracts on record

Europe & UK8,853
United States579
Asia-Pacific575
Source: Setcoin Atlas, public registers, live as of 2026-10-28

The chapter · 459 words · 2 exhibits

1 Drone Threat Classification

1.1 NATO UAS Classification System

  • Group 1. <20 lbs, <1,200 ft AGL, <100 kt
  • Examples. DJI consumer drones, FPV racing drones
  • Threat. Surveillance, IEDs, swarm attacks
  • Detection challenge. Small RCS, low altitude
  • Group 2. 21-55 lbs, <3,500 ft AGL
  • Examples. Tactical ISR platforms
  • Threat. Extended surveillance, precision strikes
  • Group 3. <1,320 lbs
  • Examples. Russian Orlan, Lancet loitering munitions
  • Threat. Deep strike, anti-armor
  • Group 4-5. >1,320 lbs, MALE/HALE
  • Examples. Bayraktar TB2, Iranian Shahed-136
  • Threat. Strategic strikes, air campaign

1.2 Threat Evolution Trends

  • Swarm tactics. 10-100 coordinated drones
  • AI autonomy. Reduced operator dependence
  • EW resistance. Frequency hopping, GPS-independent navigation
  • Kamikaze proliferation. $500-5K FPV explosives
  • Commercial modification. $1K DJI → $3K weaponized

1.3 Russian Drone Campaign Analysis

  • Shahed-136/Geran-2. 14,700+ launched (Sep 2022-Dec 2024)
  • Hit rate. 12-18% average (Ukrainian C-UAS improving)
  • Massive attacks. 400+ drones overwhelm defenses
  • Cost strategy. Deplete Western interceptor stocks
  • Decoy employment. Gerbera drones (10K each)

1.4 Gray Zone Threats

  • Critical infrastructure reconnaissance
  • Airport disruptions (economic warfare)
  • Maritime port shutdowns
  • Nuclear facility surveillance
  • Political targeting (assassination attempts)

2 European Vulnerability Assessment

2.1 Critical Infrastructure Exposure

  • Airports. 500+ major civilian airports
  • Nuclear facilities. 100+ reactors across Europe
  • Military bases. 1,000+ NATO installations
  • Maritime infrastructure. 300+ major ports
  • Energy infrastructure. Pipelines, LNG terminals, power grids

2.2 NATO Capability Gap Quantification

  • Current C-UAS coverage. <10% of critical sites
  • Mobile C-UAS availability. <5% of battalions
  • Interceptor stock levels. Months (not years) at current threat rates
  • Sensor network density. Inadequate for early warning

2.3 Eastern Flank Priority Analysis Poland:

  • 20+ recent incursions
  • Eastern Shield initiative
  • Immediate need. 500+ systems

Baltic States:

  • Suwalki Gap vulnerability
  • Baltic Defence Line integration
  • Requirement. 200+ mobile systems

Romania:

  • Black Sea exposure
  • Russian Shahed paths
  • Need. 300+ systems

2.4 Western Europe Risks

  • Airport disruptions (economic impact)
  • Critical infrastructure sabotage
  • Political/VIP targeting
  • Civilian casualty scenarios

3 NATO & EU Strategic Responses

3.1 European Drone Defence Initiative (EDDI)

  • Budget. Part of €800B ReArm Europe
  • Timeline:
  • Q1 2026. Procurement launch
  • End 2026. Initial capabilities
  • 2027: Full functionality
  • Architecture:
  • Multi-layered (detection, soft-kill, hard-kill)
  • Interoperable across member states
  • NATO C4ISR integration
  • Modular, scalable design
  • Funding Mechanisms:
  • SAFE facility (€150B)
  • EDIRPA (common procurement)
  • National co-financing

3.2 NATO Layered Counter-UAS Initiative

  • NCIA multi-award framework. Rapid fielding 2026
  • Mobile, transportable, static system categories
  • Red force support contracts through 2026
  • Annual exercises. Netherlands (11-day, 20+ nations)

3.3 National Programs UK:

  • No. 2 CUAS Wing (RAF specialist unit)
  • Project 6 (Army C-UAS integration)
  • Rapid deployment support (Belgium 2025)
  • All Task Force integration mandate

Germany:

  • Largest C-UAS commitments
  • Laser program emphasis
  • Integration with Bundeswehr modernization
  • €2-3B estimated (2026-2030)

France:

  • Traditional effectors + jamming focus
  • No military laser program (notable gap)
  • Reliance on electronic warfare
  • €1-2B estimated

Netherlands:

  • €1-2.5B emergency spending
  • Capability gap acknowledgment
  • Interim solutions. Wheeled armor + RWS
  • IRIS radar procurement
  • Interceptor drones + hard-kill naval systems

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