Insights
Analysis of developments shaping investment decisions across defence, dual-use technologies and other strategic sectors in Europe and Ukraine.
ESA Insights examine how geopolitical, political, regulatory and security developments translate into practical implications for investors, companies and capital allocators.
Defence & Dual-Use
Ukraine’s defence technology ecosystem combines rapid innovation, battlefield validation and growing international interest. For investors, however, the opportunity comes with material regulatory, security and execution risks.
Vitalii Rishko, Founder & Lead Strategic Advisor
Read InsightEuropean Defence
The 2026 NATO Summit in Ankara gave investors a clearer picture of how the Alliance intends to translate higher defence spending into procurement, industrial capacity and innovation.
Vitalii Rishko, Founder & Lead Strategic Advisor
Read Insight