The German Weapons Shortage

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Germany’s foreign minister suggested this week that Germany cannot send more of its own weapons to Ukraine because it has deficient supplies. If this story is true, it means that Germany, with the largest economy in Europe, does not have the facilities to rapidly produce more weapons – despite pledging money for the production of weapons for Ukraine. The money matters, but only to an extent. The capacity of other NATO countries to provide weapons to Ukraine has production limits as well. Although the German problem was anticipated from almost the beginning of the war in Ukraine, and Germany has provided cash in place of weapons, there are several considerations.

First, as is widely known, Europe and Germany are facing a very cold winter as Russian energy exports decline. It’s possible that the German weapons “deficit” is a concession to Russia, but it’s highly unlikely: Berlin could not do this without it being widely known in NATO, where member states’ weapons capacities are known and production is tracked. This would get out to the Ukrainians, Poles and Americans. We would have heard about this by now.

More important is what this tells us about NATO. NATO is supposedly the guarantor of Europe’s national sovereignties. Germany, Europe’s premier economy, had enough weapons to provide a small degree of support to Ukraine. But the hard truth is that the Ukraine war is a relatively minor, if tragic, conflict in the overall European picture. If Russia were to take Ukraine, including its far western border, it would theoretically be in a position to move farther west into NATO countries. The United States, the United Kingdom, Poland and potentially France have significant force capabilities, but the United States would shoulder, by treaty, the main burden. If this situation came to pass, another Cold War and potentially another U.S.-confrontation would follow. Therefore, Germany’s failure to create a defense industry commensurate to the size of its economy is inappropriate and raises questions about the rest of Europe’s production capacity.

This problem arose from the European myth that war is obsolete and that the primary purpose of Europe is to build perpetual prosperity. The EU motto, after all, is peace and prosperity. The former was regarded as obvious, and the latter followed. Europe compounded this myth by constructing a quasi-state, in the form of the European Union, that was solely focused on economic well-being, with the added purpose of creating a European identity. Military affairs were left to individual states. Since the United States was a member of NATO and, as such, anchored Europe’s military security, Washington became the de facto guarantor of European security.


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Germany’s weapons deficit reveals as much. Given its position as the largest European economy and as a NATO member, it is reasonable to have expected Germany to maintain or build weapons production facilities out of a sense of responsibility. It could have also led the EU writ large in creating weapons production capacity or fostering the growth of a European military. Since the EU’s annual gross domestic product is roughly the same as America’s, that would have allowed the Europeans to absorb the risk of waging a Ukrainian war with European weapons and forces.

Since a war in Europe was farfetched when the EU really got rolling, no one wanted to fund such an undertaking, leaving it to NATO, and therefore the United States – a most cost-effective measure. But the underlying truth is that the EU consists of members who don’t much trust each other. The command structure of a European military would be hotly contested, and the growing power of some countries would surely be discussed.

It is dangerous to be rich and weak. Such nations are frequently seen as a tasty meal. That is how Europe appears to global predators. The United States, which is both rich and strong, has to defend Europe because the wealth, technology and knowledge of Europe in the hands of other states might imperil the United States. The Europeans have for centuries mastered the art of using weakness effectively.

I do not regard the German production shortfall as a cause for real concern. But in the long run, the European belief that the Continent faces no threats, or that the U.S. will assume the risk and cost of defending Europe from whatever risks do exist, can last only so long. It is better perhaps that Europe remain militarily weak. History shows that a well-armed, divided continent is savage beyond imagination. Armament and disarmament are both troubling. Something that is not an issue now always becomes a frightening issue in Europe eventually.

George Friedman is an internationally recognized geopolitical forecaster and strategist on international affairs and the founder and chairman of Geopolitical Futures.

Dr. Friedman is also a New York Times bestselling author. His most recent book, THE STORM BEFORE THE CALM: America’s Discord, the Coming Crisis of the 2020s, and the Triumph Beyond, published February 25, 2020 describes how “the United States periodically reaches a point of crisis in which it appears to be at war with itself, yet after an extended period it reinvents itself, in a form both faithful to its founding and radically different from what it had been.” The decade 2020-2030 is such a period which will bring dramatic upheaval and reshaping of American government, foreign policy, economics, and culture.



His most popular book, The Next 100 Years, is kept alive by the prescience of its predictions. Other best-selling books include Flashpoints: The Emerging Crisis in Europe, The Next Decade, America’s Secret War, The Future of War and The Intelligence Edge. His books have been translated into more than 20 languages.

Dr. Friedman has briefed numerous military and government organizations in the United States and overseas and appears regularly as an expert on international affairs, foreign policy and intelligence in major media. For almost 20 years before resigning in May 2015, Dr. Friedman was CEO and then chairman of Stratfor, a company he founded in 1996. Friedman received his bachelor’s degree from the City College of the City University of New York and holds a doctorate in government from Cornell University.