Trump’s change in Ukraine shakes defense actions

Arms Market Trifs after Trump claims that Ukraine can regain territory occupied by Russia

The global defense market reacted with strong appreciation on Wednesday after the president of the United States, Donald Trumpadopt a significantly more optimistic posture about the war in Ukraine. In a big change in tone, Trump stated that Kiev, with the support of European Union and from Take“It is in a fighting position and Conquer all Ukraine back to their original form”.

The statement was made in a night post on the Truth Social platform and marked a radical change in relation to previous comments of the president, when it suggested that Ukraine could have to give part of its territory in US intermediate negotiations.

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Immediate repercussion in the market

The announcement had immediate effect on defense markets, with actions of European and Asian companies recording significant gains. In the Pan-European Index Stoxx 600the defense sector stood out among the best performance on Wednesday afternoon.

The German manufacturer of components for tanks Colour saw your actions rise about 5,2%while the Swedish giant Saab and the Italian company Leonardo advanced more than 3%. Another highlight was the German manufacturer Hensoldtwhich recorded a discharge of 4,4% At 12:50 pm, London time.

“I think, in general, we have to say that the events we have seen in the last two days are very encouraging to Europe,” he said Christian LurnerHENSOLDT CEO, in an interview with CNBC.

Context of Trump’s change of posture

Trump explained that his new vision came after “know and fully understand and understand”The military and economic situation of both Russia and Ukraine. He highlighted the economic problems that conflict is causing in Moscow and described Russia as a“paper tiger”, Expression used to characterize a force that appears to be powerful, but in practice is ineffective.

In statements separated on Tuesday, Trump also suggested that NATO members should Russian jets to invade their airspace after recent reports of raids from aircraft and russian drones on Poland, Romania and Estonia.

Ukraine is not a member of the European Union or NATO, but has received military and humanitarian support from both since the beginning of the Russian invasion in 2022. Trump’s statement, therefore, reinforces the perception that Western support can help Kiev regain lost territories.

Impacts and expectations

The increase in defense actions reflects not only the trust of investors in Ukrainian military capacity, but also the potential growth of demand for safety and defense -related equipment and services. Analysts point out that the change of posture of US President can boost contracts, strengthen strategic manufacturers, and create opportunities for the sector in international markets.

With the escalation of conflict and the involvement of NATO allies, the defense sector is seen as one of the most dynamic, reflecting both geopolitical concerns and expectations of economic growth in strategic segments.

Industry and world reactions to the change of Tom de Trump

Although the comments of Donald Trump They have driven defense actions globally, experts say they do not necessarily change the structural situation of industry in Europe. For the financial director of Hensoldt, Christian Lurnerthe change reinforces the perception that the Russian President, Vladimir Putinwill continue to test the limits of the European bloc.

“I think, in general, we have to say that the events we have seen in the last two days are very encouraging to Europe,” Ladurner told the program Squawk Box Europe from CNBC. “We see that the US is increasingly, I would say, seeing reality, what is really happening and what has happened. So this is encouraging to us.”

Na AsiaSouth Korean defense actions also reacted positively. Companies such as Hanwha Aerospace, Korea Aerospace e Hyundai Rotem registered gains between 2% e 5% on Wednesday.

Nos USAthe performance of the sector was mixed in the pre-market. Boeing, Lockheed Martin e RTX had small highs, while the Northrop Grumman registered a slight drop of 0.2%.

Zelenskyy celebrates Trump’s support

The Ukrainian President Volodymyr Zelenskyy Celebrated Trump’s post on Truth Social, thanking the “strong cooperation” of the American leader. According to Zelenskyy, “Trump clearly understands the situation and is well informed about all aspects of this war. We greatly value his determination to help end this war,” he said on Platform X, former Twitter, on Tuesday night.

Russian reaction

Trump’s tone change also caught the attention of Moscow. The Kremlin spokesman, Dmitry Peskovstated that Putin values ​​Trump’s willingness to help In the search for solutions to the conflict in Ukraine. However, Peskov contested the description made by former American president of Russia as a “paper tiger”, rejecting the characterization of military weakness.

With information from CNBC*