Bernstein puts timeline on when EU rearmament supercycle "goes boom"

Filed by Elara Myst

 by Tyler DurdenWednesday, Sep 30, 2026 - 12:45 PMReaders by now know how we've laid out the looming rearmament supercycle in the West colliding with the "own the bottlenecks" theme, as resource nationalism makes industrial metals and rare earths scarce because of Beijing's export restrictions.Adrien Rabier, Bernstein's equity analyst covering European aerospace and defense, penned a note on Tuesday explaining why the European defense rearmament cycle remains a top investment ...