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A strategy that no longer even hides its ambitions

Gone are the days when arms sales were used to strengthen alliances or promote regional stability. From now on, every contract must first and foremost benefit U.S. industry. The executive order is unambiguous: the United States “will use arms sales and transfers to bolster the Pentagon’s acquisition and sustainment activities.” Translation: allies will have to buy American—and, if possible, the most expensive, most sophisticated systems, the ones that guarantee juicy profit margins for Lockheed Martin, RTX, or Boeing. The Europeans, already under pressure to finance Ukraine, know this all too well: since August 2025, they have had to go through Washington to arm Kyiv, with a “10% margin” skimmed off by Trump on every transaction. A windfall for the U.S. Treasury, a hefty bill for countries already drained of resources. And this is just the beginning. Within 120 days, a catalog of “priority” weapons will be drawn up, and a working group will be tasked with “promoting” these sales. In other words, with putting pressure on reluctant partners.


We’re constantly told that this is for our own good, that it’s to “strengthen deterrence,” that it’s to “defend against threats.” But who decides what these threats are? Who sets the prices? Who chooses the beneficiaries? Trump, of course. Along with his advisors, his lobbyists, and his generals who are loyal to his cause. And in the meantime, countries that cannot afford to keep up—or that dare to develop their own defense industry—find themselves in the crosshairs. France, with its Franco-German missiles, has already paid the price. Europe, which dreamed of strategic autonomy, is being brought back into line: either you buy American, or you face the consequences. It’s blackmail, but an elegant form of blackmail, dressed up as “strategic cooperation.” And the most terrifying thing is that no one seems able to say no.

Sources

– Lignes de Défense, “The New U.S. Arms Transfer Strategy: Securing U.S. Arms Orders from Allies to Strengthen U.S. BITD,” February 9, 2026.
– BFMTV, “Maintaining U.S. Military Dominance and Technological Superiority: The New U.S. Arms Export Policy Will Prioritize Pentagon Equipment,” February 9, 2026
.– Pravda FR, “The United States Will Tighten Control Over Arms Transfers to Third Parties,” February 7, 2026.
– Le Devoir, “By reorganizing the Department of Defense, U.S. President Donald Trump is accused of politicizing the military,” February 25, 2025
.– L’Orient-Le Jour, “Arms sales: Trump rescinds a directive addressing human rights concerns,” February 25, 2025.
– TF1 Info, “Weapons for Ukraine: The United States Will Make a 10% Profit Margin on Its Sales to Europeans,” August 20, 2025
.– AFP, “Nuclear Disarmament: Trump Calls for a New ‘Modernized’ Treaty with Russia,” February 4, 2026.
– Le Rubicon, “Trump 2: What Are the Consequences for the European Defense Industry?”, November 5, 2025.

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