European defence stocks jump after Trump's supportive remarks

Day 1,310.

Today, as drones once again cause alarm in Denmark, and Ukrainian strikes inside Russia add to Vladimir Putin’s fuel woes, we report on President Zelensky’s speech at the United Nations in New York, and hear from Dr Jade McGlynn in our latest fortnightly update on resistance activities in the occupied territories.

Contributors:

Dominic Nicholls (Associate Editor of Defence). @DomNicholls on X.

Francis Dearnley (Executive Editor for Audio). @FrancisDearnley on X.

Dr. Jade McGlynn (War Studies Department of King's College). @DrJadeMcGlynn on X.

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Our panel includes General Sir Richard Barrons, former head of UK Joint Forces Command and latterly one of the authors of Britain’s Strategic Defence Review, and Orysia Lutsevych, head of the Ukraine Forum at the Chatham House think tank.

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Content referenced:

Zelensky’s Speech at the UN:

https://www.president.gov.ua/en/news/vistup-prezidenta-pid-chas-zagalnih-debativ-generalnoyi-asam-100349 

How Zelensky’s Charm Offensive Reversed Trump’s Skepticism on Ukraine (Wall Street Journal):

https://www.wsj.com/world/how-zelenskys-charm-offensive-reversed-trumps-skepticism-on-ukraine-3818cab4?mod=hp_lead_pos9 

Francis’s Wiesbaden Panel on Drone Evolution and AI:

https://www.youtube.com/watch?v=6VL3bJO9Qsc 

Europe’s defence giants rise by £8bn after Trump backs Ukraine (The Telegraph):

https://www.telegraph.co.uk/business/2025/09/24/europe-defence-giants-rise-by-8bn-trump-backs-ukraine/

MoU US-UK Regarding the Technology Prosperity Deal (White House):

https://www.whitehouse.gov/presidential-actions/2025/09/memorandum-of-understanding-between-the-government-of-the-united-states-of-america-and-the-government-of-the-united-kingdom-of-great-britain-and-northern-ireland-regarding-the-technology-prosperity-de/ 

Sources Mentioned by Jade (Discretion Advised):

https://t.me/ab3army/5961 

https://ukraine.ohchr.org/en/civilian-detainees-subjected-to-troubling-patterns-of-torture-and-ill-treatment-since-russia-s-full-scale-attack-on-ukraine-un-report?utm_source=chatgpt.com

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