Europe
Poland military spending surge threatens EU peak budget deficit
Military spending in Poland, having more than doubled over the past five years to reach $53 billion, is triggering severe budget deficits and fiscal risks across the national economy.
According to a report by the British newspaper The Guardian, based on interviews with officials, arms manufacturers, and economists, the Warsaw administration aims to drive growth by channelling its defence budget into domestic production, yet the accelerating arms drive is straining public finances.
The country’s defence spending has risen from 2.2% to 4.8% of gross domestic product (GDP) within the past five years.
Reaching $53 billion by 2026, this figure has elevated Poland to the position of the fourth-largest military spender in the European Union (EU), behind Germany, France, and Italy.
The Warsaw administration is attempting to bring manufacturing onto domestic soil to diminish import reliance. A new facility built by missile systems manufacturer MBDA in Czosnow, north of the capital Warsaw, stands among the tangible examples of this initiative.
Speaking about the factory, which has risen on land that was a cornfield until two years ago, MBDA Polska managing director and former British marine Jim Price said: “Everyone had to move twice as fast to meet Poland’s needs.”
Poland also secured the largest financing share under the European Union’s concessional defence loan programme SAFE, receiving approximately 44 billion euros.
The government plans to direct nearly 90% of these resources to domestic companies led by the state-owned defence industry group Polska Grupa Zbrojeniowa.
Despite this, a significant portion of Poland’s defence budget continues to flow abroad. Warsaw is purchasing Patriot air defence systems, Abrams tanks, and F-35 fighter aircraft from the US.
Foreign companies, meanwhile, are integrating into Polish industry through joint production projects. The British company Babcock is participating in the construction of Miecznik frigates at the Gdynia shipyard, while BAE Systems is setting up an artillery production facility near Katowice.
Artillery shell production is also being expanded rapidly. Poland, which was able to manufacture only 5,000 units of 155 mm artillery shells annually in 2023, aims to raise this figure to 30,000 in 2026, and to 200,000 within the following two years.
Prime Minister Donald Tusk, assessing the existing capacity, said: “More than this is expended in a single day on the Russia-Ukraine front.” The Warsaw administration plans to establish three more factories to expand ammunition output.
However, the rapid increase in military expenditure is rattling the budgetary balance. In the draft budget for next year, the budget deficit is projected to reach 7.1% of GDP. This ratio could make Poland the country with the highest budget deficit in the EU.
The European Commission’s May forecast indicated that the deficit would stand at 6.3% in 2027.
The Commission expects the country’s public debt to climb from 59.7% in 2025 to 68.3% in 2027, driven in part by defence investments.
International credit rating agency Moody’s downgraded Poland’s credit rating from A2 to A3 in September, citing persistently high deficits, a growing interest burden, and rising public debt.
The agency pointed out that defence, healthcare, public investments, and social commitments prevent the narrowing of the budget deficit.
ING economist Leszek Kąsek assessed the current situation: “This path is not sustainable. It is necessary to question whether Poland can maintain its growth rate and whether politicians are prepared to correct the course.”
Financing the military has turned into political friction between President Karol Nawrocki and the Tusk government.
Nawrocki vetoed legislation linked to the SAFE loans. Nawrocki’s supporters proposed that rearmament should be financed by selling part of the gold reserves.
Finance Minister Andrzej Domański described this proposal as a “fantasy” and announced that the government will continue its struggle to access European loans.
Europe
Most EU citizens reject fast-track Ukraine accession, poll finds
An opinion survey conducted across the European Union has revealed that 53% of bloc citizens oppose admitting Ukraine to the EU through an accelerated process in the coming years.
According to the study carried out by the Bertelsmann Foundation, 47% of EU residents support the idea of fast-track membership.
The most pronounced opposition to rapid accession was recorded in Romania at 60%, followed by Germany at 59%, and France and Poland at 57% each.
The lowest resistance to Ukraine’s accelerated membership was found in Sweden at 31%. This figure stood at 37% in Spain and Portugal, and remained at 43% in the Netherlands.
Domestic support for the process remains exceptionally high; 83% of the public in Ukraine want to join the bloc as soon as possible.
Europeans differ over defence contributions and strategic benefits
The survey also examined perceptions regarding the defence of the continent. Some 58% of Ukrainians believe that their “resistance against Russia’s military campaign protects the entire continent and the EU as a whole.”
In contrast, 29% of bloc citizens share the view that the EU and its member states contribute more to defending the union than Ukraine does.
While 23% of participants view the efforts of both sides as equal, the share of those who consider Ukraine to be the bloc’s “primary protector” remains at 16%.
The study also indicates that low expectations concerning the tangible benefits Ukraine would provide to the bloc contribute to the limited support for its membership.
Only 14% of surveyed Europeans believe that this accession will make the EU stronger and more influential on a global scale. Meanwhile, the proportion of respondents who anticipate that Ukraine’s entry will increase the bloc’s resilience was measured at 11%.
Timetable debate persists in the negotiation process
Ukraine applied for membership immediately after Russia’s military intervention and gained candidate status in 2022.
The accession process encompasses a 33-chapter reform package organised under six clusters, which aims to guarantee democratic and economic standards.
Formal accession talks began in June 2024. The negotiation process, which had long been blocked by Hungary, made progress after Peter Magyar took office as the country’s prime minister.
Magyar also succeeded in having the term “accelerated accession” for Ukraine removed from EU texts.
Magyar argued that a contrary approach would send the wrong message to Western Balkan nations, such as Serbia, Albania, Montenegro, and North Macedonia, which have worked towards membership for years.
Ukrainian President Volodymyr Zelenskyy has called for the membership process to be completed by 2027, stating that this would provide a fundamental security guarantee for both Ukraine and Europe.
On the other hand, circles within the bloc that oppose rushing the process insist on the complete fulfilment of all conditions, including anti-corruption measures.
Meanwhile, the EU Ambassador to Ukraine, Katarina Mathernova, points to 2030 as a likely accession date.
For membership to take place following the completion of negotiations, all 27 EU member states must grant unanimous approval.
So far, only the first of the six chapter clusters, covering fundamental values and principles such as the rule of law, human rights, and the judiciary, has been opened for Ukraine.
Europe
NATO unveils 32-nation defence strategy to counter adversaries
NATO Supreme Allied Commander Europe (SACEUR) Alexus Grynkewich has unveiled a new defence strategy aimed at rendering any attack against an alliance member entirely futile.
Speaking at the Warsaw Security Forum, Grynkewich said the concept, titled the “Theory of War”, is designed to prevent hostile elements from infiltrating NATO territory and waging conflict there.
Arguing that they aim to reassure the one billion people living within the alliance’s borders, Grynkewich maintained that they also wish to send a message to adversaries such as Russia that NATO is prepared for a potential invasion.
“If we are attacked, we are ready to fight even tonight,” Grynkewich said.
Three-stage defence plan enters into force
Approved by all 32 alliance members, the plan combines land forces and conventional weapons systems with advanced technologies such as unmanned aerial vehicles, counter-drone systems, and artificial intelligence.
Lessons drawn from ground and air combat in Ukraine, as well as current conflicts in the Middle East, play a decisive role in shaping the strategy.
According to Grynkewich, the new defence doctrine rests on three fundamental phases that form the core of NATO’s approach:
The first pillar of the plan, the “block” phase, focuses on preventing hostile forces from seizing allied territory.
In this context, NATO ground components will engage directly with attacking units, restrict their manoeuvrability, and neutralise forces attempting to breach alliance borders.
Should the assault continue, the second phase (“blunt”) will come into play, deploying autonomous systems requiring minimal human intervention alongside advanced sensor networks to slow the momentum of the attack and wear down advancing forces.
These systems will detect threats in real time, combining capabilities across different operational domains to halt the adversary’s advance.
The final stage, the “break” phase, will target not the attacking units directly, but the operational warfighting system that sustains them.
Command centres, supply chains, and logistics routes will be struck using long-range precision strike systems and sensor networks, eliminating the adversary’s ability to sustain military operations.
“Enemy commanders will not be able to direct their troops, their supply lines will be severed, and their logistics vehicles will be destroyed,” Grynkewich said.
Strategy aims to defend borders rather than gain territory
Noting that NATO has no intention of acquiring territory and that the strategy is entirely defence-oriented, Grynkewich said, “We have no plan, intention, or ambition beyond protecting our citizens and our territory.”
Stating that he considers the likelihood of a direct attack on alliance territory to be low, the commander nevertheless stated that they would respond without hesitation to any attempt targeting allies.
Addressing questions regarding US commitment to the alliance, Grynkewich recalled that Washington reaffirmed its adherence to Article 5 at the NATO summit in July.
Article 5, which forms the cornerstone of NATO’s collective defence principle, stipulates that an armed attack against one ally is considered an attack against all members.
Europe
Germany detains two Turkish suspects over Polish Starlink arson
Polish authorities have announced that German police detained two Turkish citizens suspected of setting fire to a Starlink station near Warsaw last month.
Tomasz Siemoniak, Poland’s minister coordinating the special services, told a news conference in Warsaw on Monday that Poland has requested the suspects’ extradition and has “no doubt” that Russian secret services were behind the arson attack.
“It should also be noted that Russian intelligence agencies are increasingly turning to people linked to the criminal underworld,” Siemoniak said at the press conference.
In a post on X, Prime Minister Donald Tusk described the incident as another “act of hybrid warfare” and said those responsible for the sabotage would be brought to justice in Poland.
Interior Minister Marcin Kierwinski said the two Turkish citizens would be charged in Poland with carrying out an act of sabotage on the orders of a foreign intelligence agency.
Power supply equipment at a Starlink ground station serving Eastern Europe, including Poland and Ukraine, caught fire on the night of 23 September.
The incident did not cause a major disruption to internet service. The blaze, however, completely destroyed the station’s electrical system and backup generator.
Poland, a key transit route for Western aid to Ukraine, has faced a series of suspicious incidents recently.
Numerous cyberattacks have targeted public utilities, including water and energy infrastructure as well as hospitals.
In addition, damage to a railway line between Warsaw and the Ukrainian border was attributed by officials to Russian sabotage.
In late July, a Russian missile also landed in Poland.
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