Can Allies Afford to Go It Alone?
Necessity is the mother of invention. So when countries invest billions to build weapons systems they can already obtain from trusted allies, the question is not whether they can, but why they believe they must.
For decades, the defense industries of major powers have reinforced alliances as effectively as treaties themselves. Weapons sales, interoperability, and mutual-defense commitments have deepened political relationships while strengthening collective deterrence. Today, however, that model is under growing strain.
Protectionist policies, shifting defense priorities, and concerns over supply-chain reliability are driving many countries toward indigenous arms production. While expanding domestic defense industries can improve resilience, an aggressive push for self-sufficiency also risks weakening alliances and creating new strategic vulnerabilities.
Across the world, governments are reducing dependence on foreign suppliers in favor of domestic production. Supply-chain disruptions, ammunition shortages, and changing political priorities have convinced many policymakers that relying too heavily on allies leaves national security vulnerable to external decisions beyond their control.
Canada’s 2026 Defence Industrial Strategy reflects this shift. The strategy argues that Canada must “sustain its own defence and safeguard its own sovereignty” by maintaining a stronger domestic industrial base capable of supporting military readiness. The initiative responds to concerns about overreliance on the United States while also promoting economic growth and reinforcing Canada’s aspirations as an independent middle power.
France has embraced a similar approach. NATO Article 5 defense planning increasingly assumes that American involvement cannot always be guaranteed, prompting greater emphasis on European strategic autonomy. President Emmanuel Macron has repeatedly argued that Europe must be capable of defending itself with weapons produced in Europe rather than relying primarily on U.S. defense systems.
The trend extends well beyond the West. Pakistan is expanding indigenous production across several defense sectors while reducing dependence on Chinese imports. India, historically one of Russia’s largest arms customers, continues implementing its Atmanirbhar Bharat (“Self-Reliant India”) strategy. India’s 2026 defense budget increased acquisition spending by 18 percent over the previous year, with roughly 75 percent of procurement earmarked for domestic manufacturers. The objective is clear: reduce dependence on foreign suppliers by building a stronger national defense industry.
These policies are transforming the nature of military alliances. Countries pursuing indigenization face steep challenges, including limited manufacturing expertise, budget constraints, and rapidly evolving security environments. Yet many have concluded that these costs are justified. The war in Ukraine exposed uncomfortable realities about defense production and alliance politics. Weapons deliveries can be delayed, export approvals can become political bargaining chips, and industrial capacity can quickly become a strategic bottleneck. From this perspective, nations increasingly view domestic production as essential to preserving genuine sovereignty.
The consequences, however, extend beyond national defense industries. As countries become less dependent on allies for critical military capabilities, major powers inevitably lose influence within their alliances. Security relationships become less defined by dependence and more transactional, reducing the leverage that traditionally accompanied defense exports.
Some rebalancing can be healthy. Excessive dependence on a single supplier creates its own risks. But an equally strong movement toward defense nationalism carries significant costs.
The practical implications are already becoming visible. Canada originally planned to purchase 88 American-built F-35 fighter aircraft. Today, Ottawa intends to acquire only 16 while considering Sweden’s Saab Gripen to satisfy remaining requirements. That decision is strategically significant. Rather than relying primarily on the United States, Canada is diversifying toward another American ally, reducing Washington’s leverage while contributing to a more multipolar defense marketplace.
Yet diversification also involves tradeoffs. The Canadian Armed Forces and numerous defense experts have consistently ranked the F-35 ahead of the Gripen in combat capability, future upgrades, and operational performance. Procuring fewer F-35s could therefore weaken Canada’s long-term deterrent while reducing interoperability with NATO allies that have adopted the aircraft as their standard fifth-generation platform.
Defense indigenization can also erode alliance cohesion. Purchasing foreign weapons does not automatically diminish sovereignty, particularly when countries retain multiple procurement options. India, for example, has long been able to buy advanced military equipment from Russia, France, the United States, Italy, and other suppliers. Rather than pursuing sweeping self-sufficiency, greater diversification across trusted partners could have preserved strategic flexibility without sacrificing the benefits of alliance integration.
The broader danger emerges during periods of crisis. As defense industries become increasingly nationalized, alliances risk becoming less integrated operationally and politically. Reduced interoperability complicates joint operations, weakens collective planning, and can diminish the willingness of partners to respond rapidly during conflict. Adversaries are likely to exploit those fractures.
None of this argues against strengthening domestic defense industries. Countries should possess resilient manufacturing bases capable of sustaining military operations during prolonged crises. But resilience should complement alliances—not replace them.
The challenge for policymakers is finding the balance between national autonomy and collective security. Building domestic capacity can strengthen sovereignty, but pursuing defense self-sufficiency at the expense of alliance integration risks undermining the very deterrence those investments are meant to enhance. In an increasingly unstable world, the strongest defense may not be complete independence, but trusted partners whose military capabilities remain closely connected.