Skip to content
Setcoin Group
Request access
Chapter 6 of 8Defence1 min read · 1 exhibits

Part V: Risk Analysis & Scenarios

How far will European spending actually rise by 2035?

Chapter summary

Four scenarios bracket the outcome, from a fragmented response where only frontline states reach 3.5% to a crisis in which 5% is reached by 2030.

Key takeaways

  1. 1

    Base case: €635B+ by 2035, with every country except Spain at 3.5%.

  2. 2

    Optimistic: €750B by 2035; pessimistic: €530B (2.6% average).

  3. 3

    Crisis case: an Article 5 trigger pushes spending to €800B by 2030.

Defence access

Keep reading with Defence access

This chapter (1 exhibits, 208 words) is part of Defence & security. Defence access opens every chapter of all 3 Defence reports, with the interactive models, Excel downloads, Ask and named Atlas records.

  • European Defence Spending Surge: €800B ReArm Europe by 2030
  • European Counter-Drone Market Assessment 2026–2030
  • Ukraine Battlefield Lessons: Critical Defence Investments 2026–2035

€199 a month or €1,490 a year per sector, after a 7-day free trial. Cancel any time. Need several sectors? All sectors: €999 a month.

Ask about this chapter

Answers drawn from every Setcoin report and the live Atlas. Each statement links to the passage behind it.

Summarise "Part V: Risk Analysis & Scenarios" in five pointsWhich figures in this chapter matter most to an investment committee?What should I check on the Atlas after reading this?
Subscription

Ask is included with every subscription

Cited answers across every report and the Atlas, with follow-up questions and a hand-off to the opportunity finder.

Research for professional investors. Not investment advice, and not an offer of any security or fund interest.