All briefings
The story so far

Ukraine War & European Rearmament

How this story has unfolded — scroll the timeline to follow the arc, with the key briefings woven in along the way.

The bigger picture

Where things stand

  1. Strategic opportunity emerges

    A Reuters Breakingviews analysis reframed Ukraine not merely as a recipient of Western aid but as a defence-industrial partner, arguing its battle-hardened drone and artillery production capacity could accelerate European NATO rearmament while simultaneously anchoring Ukraine's own economic reconstruction. This rare alignment of strategic necessity and economic recovery logic began shifting the diplomatic conversation from aid dependency toward supply-chain integration.

  2. Briefing · JUN 09Ukraine Can Anchor Europe's Rearmament — and Revive Its Own Economy4+years Years Ukraine has been at war with RussiaRead the full story →
  3. Russia escalates, tests resolve

    Russia's large-scale overnight strike — targeting the Kyiv Pechersk Lavra (a UNESCO World Heritage Site) and killing five rescue workers in Kharkiv — signalled a deliberate escalation strategy timed to fracture Western unity ahead of the G7 summit in Évian. The attack underscored the economic stakes: persistent war-escalation risk keeps European natural gas prices elevated, pressures the euro, and complicates ECB rate policy at a moment when Christine Lagarde has already flagged energy-driven euro-area inflation.

  4. Briefing · JUN 15Russia strikes Kyiv's UNESCO-listed monastery and kills five in Kharkiv in large-scale overnight attack5people Rescue workers killed in KharkivRead the full story →
  5. Where things stand now

    The arc has moved in two weeks from a forward-looking integration opportunity to an acute test of Western cohesion. Ukraine is simultaneously pitching itself as Europe's defence-industrial anchor and absorbing some of the heaviest symbolic strikes of the war, with the G7 convening under the shadow of both dynamics.

    What’s at stake nextWhether the G7 in Évian produces concrete commitments to integrate Ukraine into European defence supply chains — or whether Russian escalation and competing diplomatic crises (notably the US-Iran deal) crowd Ukraine off the agenda. A failure to act would leave Europe's rearmament slower and costlier, while a credible industrial partnership could redefine Ukraine's postwar economic trajectory and harden NATO's eastern flank.