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| A weekly newsletter zooming in on Europe through local perspectives. Every Friday, one topic explored by five independent newsrooms. | | IN THIS ISSUE | §01 · In focus — Defence, military, security §02 · The local view — Berlin, Riga, Warsaw, Vienna and Zagreb §03 · The podcast — Listen to the latest episode and join the conversation §04 · From the newsrooms — Recent reporting from the lensEU network |
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| §01 · IN FOCUS | Europe’s history exam: Can we move faster than fear? | For many years, Europe’s defence debate was strangely comfortable: full of strategies, summits and declarations. Beneath it lived an unspoken assumption: war is something that happens elsewhere, and Europe’s task is to manage risks, not truly prepare for the worst. | That assumption is over. | It collapsed in Ukraine’s trenches, under the ruins of cities destroyed by Russian missiles, in the Baltic Sea, where undersea cables and pipelines have become strategic targets, and in capitals where sabotage and cyberattacks are no longer hypothetical. | For Europe’s eastern flank, this is not a new realisation. Latvia, Lithuania, Estonia and Poland did not wake up on 24 February 2022 and suddenly realise that Russia could be dangerous. We knew it long before. Much of the rest of Europe is only now learning the same language - not always willingly, but more clearly than before. | This is also how SAFE - the European Union’s new Security Action for Europe instrument - should be understood. But for the Baltic States, the discussion does not start with loans or procurement tables. It begins with the threat that never disappeared after the Second World War - and that too much of Europe was too willing to treat as history after 1991: Russian imperial power. | The Baltic memory is not paranoia | For Latvia, Lithuania and Estonia, Russian aggression did not begin on 24 February 2022. It did not begin in 2014 with the occupation of Crimea and the war in Ukraine’s Donbas either. In our historical memory, the Russian threat is far older: soviet occupation, deportations, the destruction of lives, the suppression of language and culture, and the attempt to break the state. | Russia has never been simply a “complicated neighbour” for the Baltic States. It has been an imperial state which has changed flags, leaders and ideologies, but has too often retained the same instinct: to see the freedom of its neighbours as its own loss. This experience lives in our families, cemeteries, archives, deportees’ stories, language policy and everyday security thinking. | That is why defence policy in Latvia and the wider Baltic region is not a paper exercise. It is a response to a concrete historical lesson: an aggressor must not be appeased through concessions, as too many European leaders once believed, because an aggressor too often interprets concessions not as peace, but as an invitation to continue. | The question is not how ambitious Europe’s declarations sound. The question is whether Europe is finally ready to act on the fact that the Russian threat is real, long-term and structural, rather than a temporary deviation of Putin’s policy. | Even if Russia stopped the war in Ukraine tomorrow, withdrew from occupied territories and returned Crimea, Europe would have no right to return to its old comfort. The transformation of an aggressor state is not proven by press conferences, memoranda, peace agreements or new faces at the long Kremlin table. It is proven only by long-term, verifiable and consistent actions. | The Baltic lesson is uncomfortable but simple: Russia cannot be trusted because it says it has changed. Russia can only begin to be trusted if it proves, for decades, that it no longer behaves like an empire. And even then, not with enthusiasm, but with caution. | Europe has already seen the price of self-deception. After the soviet collapse, too many believed history had ended. After the 2008 war in Georgia, many continued to trade and hope. After Russia’s 2014 occupation of Crimea, many still searched for “normalisation”. After 2022, there is no longer any excuse. | For Latvia, defence is not an abstract budget line. It is air defence over cities, ammunition stocks, secure communications, protection of ports, power grids, railways, data centres and borders. It is the ability to detect and respond to hostile action before it grows into crisis - or war. | That is why SAFE matters here - not as a Brussels acronym, but as one practical test of whether Europe is ready to turn this historical lesson into capabilities. | A SAFE loan will not save Europe. Discipline might. | SAFE offers up to €150 billion in EU-backed loans for faster defence investment, mainly through joint procurement. But the real subject is not SAFE. The real subject is European credibility. Will the EU finally do what it says: buy together, produce faster, arm seriously and treat Russia as the long-term threat it has already proved itself to be? | The almost €3.5 billion available to Latvia under SAFE is both opportunity and responsibility. Drones, counter-drone systems, air defence, border reinforcement and support for Ukraine are not abstract policy choices. They are the practical reality of a country that cannot afford illusions. | Sabotage is how war enters peace | The word “sabotage” has returned to Europe’s political vocabulary with uncomfortable force. It now belongs in the same sentence as undersea cables, ports, energy systems and cyber infrastructure. | Sabotage is meant to blur the line between peace and war. When missiles hit a city, the nature of the attack is not in doubt. A severed cable is different: it can be disputed, delayed, denied, wrapped in technical explanations or blamed on accident. That ambiguity is the point. | Hybrid warfare works because it exploits hesitation. Democracies want evidence, legal clarity and proportionate responses. These instincts distinguish democracies from aggressors. But hostile actors know how to use them against us. | Europe’s defence debate can no longer be separated from resilience. Tanks and missiles matter. So do repair vessels, cybersecurity teams, ammunition stocks, public communication and public trust in institutions. | Security is no longer only what happens at a military base. It is also what happens at a telecommunications company, a port authority, a municipality, a school and a newsroom. The role of trusted media is not to militarise public life or turn every incident into a conspiracy, but to explain the pattern without feeding fear. Europe is less safe than it wanted to believe - but not helpless. | Without security, there is no stable welfare state. Without defence, there is no protected democracy. Without industrial capacity, there is no strategic autonomy. | There is no cost-free security | This shift requires political honesty Europe has often avoided. Money does not grow on trees. If Europe wants to spend much more on defence, that money will have to come from somewhere: social promises, green transition budgets, other public investments, or higher debt and taxes. There is no painless version. | This is where the defence debate becomes politically dangerous. Radical populists will promise Europeans the one thing serious politicians can no longer honestly promise: that life can continue almost unchanged. Bigger pensions, cheaper energy, no difficult reforms, no trade-offs, no sacrifice, no consequences. In its own way, this is also appeasement - not towards the Kremlin directly, but inside our own societies. It tells voters that the world has changed, but Europe does not have to. | That is a lie. And it has to be challenged plainly - by politicians and by trusted media. | Europe does not need the next Orbán or Fico selling voters the fantasy of a cost-free future. It needs politicians willing to say the uncomfortable thing: tomorrow will not automatically be better. Spending 5% of GDP on defence, or moving towards a wartime level of readiness, will not allow us to keep every social guarantee, subsidy and political comfort exactly as it is. Something will have to give. | Russia already lives in a war economy - and will continue to live in that logic even if the dictator in the Kremlin one day has a different surname. Europe cannot defend itself with peacetime illusions against a Russian state that has chosen war as its organising principle. | Europe can still spend more and spend badly: create instruments, preserve old habits and announce readiness while procurement remains slow, fragmented and politically cautious. | Deterrence is built, not declared | Success will not be measured by signed agreements or impressive sums. It will be measured by whether soldiers receive capabilities faster, whether European factories expand production, whether Ukraine is treated as a source of battlefield knowledge, and whether frontline states are heard when they say urgency is not rhetoric, but daily reality. | That is why European Commissioner for Defence and Space Andrius Kubilius’ phrase about Europe building a “hard-power reality” is useful. We do not lack strategies; we lack capabilities. We do not lack declarations; we lack ammunition, air defence, drones, secure communications and factories that can produce fast enough. Too often, Europe lacks the political discipline to act as if the threats it describes were real. | Deterrence is not created by declarations. It is created by capabilities, credibility and time. Europe has already lost too much time. But it has not lost the ability to act. | The larger question is whether Europe has truly understood something: not merely reacted emotionally to the war in Ukraine, but politically and industrially accepted that the Russian threat will be long-term. That means ammunition, drones, air defence, border reinforcement, cyber resilience, critical infrastructure protection and the ability to produce in Europe, rather than hoping that we can simply buy everything from outside Europe. | For the Baltic States, this is not hysteria. It is experience. And very often, that experience has been more accurate than Western Europe’s diplomatic optimism. | The old European comfort rested on the belief that security could be taken for granted. The new European realism must rest on the understanding that security has to be created - politically, militarily, industrially and socially. | SAFE will not make Europe safe by itself. No instrument can. But it can help answer the question Europe can no longer avoid: | when fear finally arrived, did we merely describe the threat - or did we build the capacity to deter it? | — Toms Ostrovskis, editor-in-chief, TVNET GRUPA |
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| | | Berlin · Germany · CORRECTIV | Autonomous Weapons? Germany Is Part of the Race | An increasing number of German companies are developing artificial intelligence (AI) for military purposes, helping to reshape modern warfare. AI accelerates military operations by analysing data, identifying targets and supporting decision-making. As a result, the so-called kill chain – from identifying a target to assessing the outcome of a strike – becomes significantly faster and more efficient. | At the same time, the risk of serious mistakes is growing. A missile strike on a school in Iran during the first quarter of this year, reportedly linked to outdated data and the use of AI, illustrates that danger. The Israeli military's reported use of the AI system Lavender in Gaza also demonstrates how far automated decision-making – without comprehensive human oversight – may already have advanced. | Germany plays an important role in this development. The Munich region in particular has emerged as a hub for AI-powered military technology. | CORRECTIV identified at least 21 German companies developing or integrating AI for military applications. Most of them are based in the greater Munich area. | Companies including Helsing, Rheinmetall, Hensoldt, BWI and Blackned are developing systems for reconnaissance, drone swarms and decision support, with some already working alongside the German armed forces. Their aim is to enable the efficient deployment of highly precise, networked weapons systems. | The German government considers AI-enabled weapons systems essential for the future capabilities of its armed forces, while continuing to reject fully autonomous weapons in principle. However, experts interviewed by CORRECTIV question whether this position can be maintained in the long term. They warn of a lack of transparency, unclear accountability and significant ethical risks. Therefore, many argue that “meaningful human control” must remain in place, ensuring that decisions over the use of lethal force are ultimately made by people, not machines. | | — Till Eckert and Lilith Grull, Reporters, CORRECTIV |
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| | Riga · Latvia · TVNET | Safe Latvia Means Safe Europe | Under the SAFE programme, Latvia will receive almost €3.5 billion, with just over half a billion euros expected already this year. | Latvia’s Ministry of Defence says the funding will be used to strengthen the combat capabilities of the National Armed Forces, develop the defence industry, and reinforce regional security. The plans also take into account the needs of the State Border Guard, the army’s development plan for the next decade, and NATO capability targets approved in 2025. | Why does this matter? | First, Latvia has been facing hybrid attacks from its eastern neighbours for years. This is not only about combat drones entering our airspace from Russia, but also about the man-made migration crisis on the border with Kremlin-friendly Belarus, which began in spring 2021. | Second, even though Latvia’s share is not the largest — it will receive 2.3% of the total programme, while neighbouring Lithuania will get almost twice as much and Poland remains the biggest beneficiary — this is still a significant injection for the economy of our small country. It will allow Latvia to avoid stretching key defence procurements over a decade. | Third, SAFE is built around joint procurement — from air defence and ammunition to drones and surveillance systems. This is especially relevant for the small Baltic states: Latvia, Lithuania and Estonia. Acting separately, they would find it much harder to cope with needs on such a scale. | However, SAFE is not a gift or a grant. It is a loan that will have to be repaid, even if on favourable terms. It is a major opportunity, but also a serious responsibility. This instrument must be used wisely — and without delay. | | — Andrejs Timofejevs, journalist, TVNET GRUPA |
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| | Warsaw · Poland · OKO.press | SAFE in Poland | Due to ongoing Russian threat, rearming European armed forces and revitalisation of industrial capabilities remains important topic. Polish Ministry of Defence managed to sign until end of May fifty contracts and twelve annexes, covering multiple types of military equipment. Among the contracted items are infantry rifles, infantry fighting vehicles, drones, artillery systems and naval vessels. Those contracts have been made on temporary basis – allowing for individual national purchases. However, main part of SAFE funding are common ones – done by at least two states. That should reduce costs and increase commonality. Poland has yet to sign such agreements, but it’s known that one of important planned procurements is contract for multirole transport – tanker aircrafts. Since the only one European manufacturer is Airbus, it is understood that Poland shall buy A330MRTT planes. | Strong European dimension of SAFE funding resulted in major political conflict in Poland. Law and Justice politicians and President Nawrocki became in last months total critics of this program, claiming that it shall make Polish defence dependent of “Brussels bureaucrats” and will not allow to purchase US – made equipment. This issue illustrated strong differences between Law and Justice and liberal government coalition. For Law and Justice USA especially Trump – led USA are most important ally and security provider, while EU is considered less effective. For other parties on Polish political scene, traditional concept of security assumes having two legs – strong ties to USA and strong anchorage in Europe. Less visible but certainly present issue is of course lobbing of arms industry, since for example buying European tanker planes or other equipment shall close parts of market for US companies. | | — Dr. Michał Piekarski, assistant professor and defence expert at the University of Wrocław, OKO.press |
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| | Vienna · Austria · Die Presse | Austria forgoes new EU defence loans | For the republic, borrowing on its own account to strengthen the armed forces is cheaper than tapping the EU's new defence fund. | Nineteen member states have applied for loans totalling €150bn under the EU's new Safe programme, the European Commission announced—though Hungary's investment plan is still being assessed. Austria is not among them. The interest rate on Safe loans currently sits above the funding costs of Austria's Federal Financing Agency. | By the end of 2030, Safe is due to disburse up to €150bn in such loans. Member states must repay them by 2070 at the latest. | Safe is also meant to encourage joint procurement. At least two member states must collaborate on every project financed by such a loan. Ukraine and all other candidate countries may take part, as may Switzerland, Norway, Iceland and Liechtenstein, along with states that have entered defence and security partnerships with the EU—above all the United Kingdom. | In a first phase, the loans are earmarked for air and missile defence, artillery systems, and missiles and ammunition. Later they may also fund drones and counter-drone systems, protection of critical infrastructure, military mobility and other elements of modern defence. | Safe is part of a package intended to unlock some €800bn in additional defence spending across member states over the next four years. The lion's share—€650bn—is to come from the so-called national escape clause. This allows member states, for up to four years, to exclude defence outlays of up to 1.5% of annual GDP from the new borrowing that counts towards triggering an excessive-deficit procedure. The Council of the EU has granted the clause to 18 member states in all. Measured against 2025 output, that gives Austria roughly €7.6bn in additional budgetary room, which may be used among other things to buy new military aircraft. | | — Oliver Grimm, Brussels correspondent, Die Presse |
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| | Zagreb · Croatia · Telegram.hr | Not Even SAFE Is Safe from Incompetence | Security Action for Europe (SAFE) is an excellent financial instrument designed to strengthen national defence readiness and bridge critical capability gaps in national armed forces, with the ultimate goal of boosting the European defence industry. The long-term, low-cost loans available through SAFE offer member states an outstanding opportunity to expand their national defence industrial base. Nevertheless, within the framework established by the European Commission, decisions on priorities, spending, and implementation rest entirely with national governments. | Unfortunately, Croatia has so far made only limited use of this unique opportunity. Zagreb plans to spend €1.7 billion on military procurement of questionable strategic value, with virtually no meaningful benefit for the country's defence industry. | Just one example illustrates the problem. A substantial share of the funding will be used to acquire 44 German-made Leopard 2A8 tanks. SAFE will finance €1.14 billion of the package's total cost of €1.5 billion. The tanks are intended to replace the ex-Yugoslav M-84s, which were produced in Croatia under licence from the Soviet T-72 design in the late twentieth century. | However, the Croatian Army has neither a doctrine nor established tactics for employing heavy main battle tanks. Moreover, the country's infrastructure and logistical system are ill-suited to supporting vehicles of this weight. More importantly, the Croatian Armed Forces face numerous mission-critical capability gaps that arguably deserve higher priority than tanks. To date, the government has not published any study or analysis justifying this procurement. | Croatia lacks a coherent national defence policy. Consequently, it has no comprehensive defence planning framework. It may seem hard to believe, but defence planning as a systematic, institutionalised process appears not to exist in Croatia. | Although Russia's full-scale invasion of Ukraine has fundamentally changed the character of warfare in several respects, the Croatian government has yet to conduct a comprehensive national defence review. Consequently, Croatia's political decision-makers view the modernisation of the armed forces as a series of isolated procurement decisions rather than as a comprehensive adaptation of military strategy, doctrine, force structure, and organisation to new security threats, emerging technologies, and the changing character of warfare. | Instead, defence modernisation has become a patchwork of politically driven, ad hoc decisions. No EU financial instrument, however well designed, can compensate for the incompetence of a national government. | | — Gordan Redežpović, contributor and defence analyst, Telegram |
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| §03 · THE PODCAST | | SAFE : Can Europe Rebuild its Defence Together ? | “This episode explores the European Union’s new €150 billion SAFE programme, designed to help Member States strengthen their defence capabilities through joint financing and procurement. It examines how countries such as Croatia, Latvia and Poland are using the initiative, while highlighting debates over spending priorities, industrial benefits and strategic autonomy.” | |
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| In this episode of LensEU, we explore how SAFE works, why it was created and what it could mean for Europe's future security. We hear from European Commissioner for Defence and Space Andrius Kubilius, who explains why Europe can no longer rely on old security assumptions and why joint defence procurement has become a strategic necessity. | We also travel across Europe to examine how member states are approaching the programme. In Latvia, SAFE is seen as an opportunity to accelerate military modernisation while strengthening the country's growing defence industry. In Poland, OKO.press contributor and defence expert Dr Michał Piekarski discusses how the programme has become entangled in domestic political debates over sovereignty, European strategic autonomy and the country's long-term defence priorities. In Croatia, Telegram.hr contributor and defence analyst Goran Redžepović questions whether the government is using the funding to address the country's most pressing military capability gaps. | The episode explores not only how Europe plans to finance its rearmament, but also whether the continent can overcome decades of fragmented defence procurement, strengthen its own defence industry and build the military capabilities needed for an increasingly uncertain security environment. |
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