Updated 10-10-2026 · v2026.10

Where Europe’s rearmament is stuck.

An open intelligence map of Europe’s defense industrial base: 162 factories, 36 supply-chain bottlenecks and the links between them. Sourced, dated and free to use.

Explore the map See the network

Network view: European defense factories linked to the supply-chain bottlenecks that hit them

Network view · 145 links between bottlenecks and factoriesOpen

Factories: 162
Countries: 25
Bottlenecks: 36
Factory links: 145
Programmes traced: 35
Live alerts: 13

Three ways to read the map

From a single factory to the whole network of dependencies.

Factories

Every production site by category and status: producing, contracted, under construction or planned. Capacity, funding and sources for each.

Open

Bottlenecks

The structural constraints on European output, from propellant inputs and rare-earth magnets to interceptor production and skilled labour.

Open

Network

Both together: each bottleneck linked to the factories it hits. Click any node to see how far one choke point ripples.

Open

Latest intelligence

What just changed.

In this update · v2026.10

Nitrochemie Aschau — foundation laid 22 Jul 2026 for 1,700 → 4,200 t/yr powder, full capacity 2028
Ammunition: Dezamet Nowa Dęba (PGZ-AMUNICJA PLN 13.5B, Poland 30k → 180k shells/yr), ARCA Kiviõli (EE), SWEBAL Nora TNT (SE), Hellenic Ammunition Lavrio (GR)
Rheinmetall-VMZ Sopot — contracted → planned (Bulgarian review); Baisogala start slipped to early 2027
MBDA Aster ~80–100/yr in 2025 (doubling in 2026, second line in Italy); Diehl IRIS-T ~800–1,000 missiles/yr; Rafale ~2/month (backlog 208)
Air defence: COMLOG GEM-T Schrobenhausen, Rheinmetall/Lockheed ATACMS & rocket-motor centre Unterlüß, WZE Zielonka CAMM-ER, Thales Ditzingen GO12

Full changelog

Critical bottlenecks

The constraints that matter most, ranked.

The most severe bottlenecks, ordered by how many factories they hit. Each one shows who is mitigating it and where the unmet opportunity is.

critical · 14 factories affectedNaval Industrial Base — Fragmentation Inverting to Concentration RiskTrace on map critical · 12 factories affectedAir Defense Production Bottleneck — "Boutique" ManufacturingTrace on map critical · 11 factories affectedCotton Linter Crisis — Nitrocellulose ShortageTrace on map critical · 6 factories affectedRare Earth Elements (REE) — NdFeB Magnet MonopolyTrace on map critical · 5 factories affectedEDIB: GaN / SiC Semiconductor Foundry DependencyTrace on map critical · 5 factories affectedEDIB: Drone Component Dependency — Chinese Motors, Li-ion Cells, Cameras & RadiosTrace on map

Supply chain

From prime contractor to raw material.

Trace 35 major programmes, from Leopard 2 and IRIS-T to 155mm ammunition, down through subsystems, components and raw materials. See which single suppliers sit under many programmes at once, and how risk shifts toward 2030.

Explore supply chains

155mm ammunition supply chain, tier by tier

Who it’s for

Founders

Size your market on real constraints, find the primes and programmes that buy, and anchor your why-now in sourced data.

Investors

Map whitespace against ranked bottlenecks, test a startup’s positioning against production reality, and spot timing.

Industry & procurement

See single-source and non-allied dependencies across programmes, and which orders will stall on capacity.

Researchers & journalists

Sourced, dated facts with a shareable link for every factory and bottleneck. Free to use and cite.

Why this exists

I invest in European defense technology at Keen Venture Partners. This data didn’t exist in one usable place, so I built it and made it free. If it helps a founder find their market, an analyst sharpen a thesis or a ministry prioritise procurement, that’s the point.

Ties Klinkhamer

Building something that fixes one of these bottlenecks?

I’d like to hear from founders working on energetics, interceptors, magnets, chips and production tech.

Get in touch