{"_meta":{"title":"European Sovereignty Index","built":"2026-08-31T17:06:11.878Z","start":"2026-01-01","start_note":"1 January 2026 for now; moves back as older items enter the archive, until adding more makes no sense (Reidar, 2026-08-31).","snapshot":"2026-08","scored_items":48,"unscored_items":0,"unit":"one maximal item (four questions, in force, large, Verified) = 1.0 per month","rule":"Flow layer: monthly net movement per pillar from the graded items (weight = questions moved x binding x scale x certainty; both-way items split), running total from the start date, pillars combined with the editor's key. Levels (0 to 100 against the EU's own targets) arrive with step 3 of the spec. Every item's reading is on its own page under \"How this item counts\".","does_not_test":"How much sovereignty Europe has (that is the level layer); the items not picked; a quiet month scores 0 whatever the state; the picks lean towards European moves, so the flow leans positive.","key_decided":"2026-08-31","site":"https://sovereigntymonitor.eu","spec":"https://sovereigntymonitor.eu/method/#the-index"},"key":{"compute-and-infrastructure":30,"policy-and-law":25,"defence-and-space":25,"industry-investment-and-rd":20},"months":["2026-01","2026-02","2026-03","2026-04","2026-05","2026-06","2026-07","2026-08"],"pillars":{"policy-and-law":{"name":"Policy and law","weight":25,"reasoning":"Rules move the other three; a binding rule is the only development that changes an answer for every actor at 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and infrastructure","weight":30,"reasoning":"The layer everything else runs on, and the pillar where the dependence is deepest and least contested.","months":[{"month":"2026-01","net":0.278,"churn":0.278,"items":7,"secondary_net":0.111,"secondary_items":6,"autonomy":3,"dependence":0,"both":0,"none":4,"ids":["2026-01-15-aws-european-sovereign-cloud-launch","2026-01-15-eib-metlen-gallium-production-loan","2026-01-15-eib-optics11-subsea-cable-loan","2026-01-20-p4q-quantum-photonics-pilot-line","2026-01-22-dayone-fortum-finland-data-centre","2026-01-26-eurohpc-marenostrum5-ai-upgrade-contract","2026-01-26-finland-cable-surveillance-centre"],"running":0.278},{"month":"2026-02","net":0,"churn":0,"items":0,"secondary_net":0,"secondary_items":0,"autonomy":0,"dependence":0,"both":0,"none":0,"ids":[],"running":0.278},{"month":"2026-03","net":0,"churn":0,"items":0,"secondary_net":0,"secondary_items":0,"autonomy":0,"dependence":0,"both":0,"none":0,"ids":[],"running":0.278},{"month":"2026-04","net":0,"churn":0,"items":0,"secondary_net":0,"secondary_items":0,"autonomy":0,"dependence":0,"both":0,"none":0,"ids":[],"running":0.278},{"month":"2026-05","net":0,"churn":0,"items":0,"secondary_net":0,"secondary_items":0,"autonomy":0,"dependence":0,"both":0,"none":0,"ids":[],"running":0.278},{"month":"2026-06","net":0,"churn":0,"items":0,"secondary_net":0,"secondary_items":0,"autonomy":0,"dependence":0,"both":0,"none":0,"ids":[],"running":0.278},{"month":"2026-07","net":0,"churn":0,"items":0,"secondary_net":0.028,"secondary_items":1,"autonomy":0,"dependence":0,"both":0,"none":0,"ids":[],"running":0.278},{"month":"2026-08","net":0.028,"churn":0.028,"items":3,"secondary_net":0.028,"secondary_items":1,"autonomy":1,"dependence":0,"both":0,"none":2,"ids":["2026-08-14-eurohpc-six-quantum-calls-119m","2026-08-19-teksic-si-sic-milestone","2026-08-26-eurohpc-quantum-grand-challenge"],"running":0.306}],"running_total":0.306,"items":10},"defence-and-space":{"name":"Defence 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2026.","months":[{"month":"2026-01","net":0.778,"churn":1.111,"items":12,"secondary_net":0.083,"secondary_items":5,"autonomy":5,"dependence":1,"both":1,"none":5,"ids":["2026-01-08-france-mistral-ai-defence-framework","2026-01-12-eutelsat-airbus-340-oneweb-satellites","2026-01-12-iceye-sweden-sovereign-sar-contract","2026-01-13-thales-alenia-ariane6-electronic-units","2026-01-14-uk-mod-oracle-cloud-agreement","2026-01-15-safe-first-wave-defence-loans","2026-01-16-eutelsat-maiaspace-launch-agreement","2026-01-19-uk-typhoon-engineering-delivery-partnership","2026-01-21-cnes-loft-orbital-desir-radar-demonstrator","2026-01-22-uk-typhoon-ecrs-mk2-radar-contract","2026-01-26-safe-second-wave-defence-loans","2026-01-30-poland-anti-drone-wall-contract"],"running":0.778},{"month":"2026-02","net":0,"churn":0,"items":0,"secondary_net":0,"secondary_items":0,"autonomy":0,"dependence":0,"both":0,"none":0,"ids":[],"running":0.778},{"month":"2026-03","net":0,"churn":0,"items":0,"secondary_net":0,"secondary_items":0,"autonomy":0,"dependence":0,"both":0,"none":0,"ids":[],"running":0.778},{"month":"2026-04","net":0,"churn":0,"items":0,"secondary_net":0,"secondary_items":0,"autonomy":0,"dependence":0,"both":0,"none":0,"ids":[],"running":0.778},{"month":"2026-05","net":0,"churn":0,"items":0,"secondary_net":0,"secondary_items":0,"autonomy":0,"dependence":0,"both":0,"none":0,"ids":[],"running":0.778},{"month":"2026-06","net":0,"churn":0,"items":0,"secondary_net":0,"secondary_items":0,"autonomy":0,"dependence":0,"both":0,"none":0,"ids":[],"running":0.778},{"month":"2026-07","net":0,"churn":0,"items":0,"secondary_net":0,"secondary_items":0,"autonomy":0,"dependence":0,"both":0,"none":0,"ids":[],"running":0.778},{"month":"2026-08","net":0.333,"churn":0.333,"items":5,"secondary_net":0,"secondary_items":1,"autonomy":1,"dependence":0,"both":0,"none":4,"ids":["2026-08-12-estonia-first-safe-payment","2026-08-24-eu-ukraine-defence-6-1bn","2026-08-27-esa-launcher-challenge-contracts","2026-08-27-esa-mtg-i2-launch","2026-08-28-bulgaria-latvia-safe-first-payment"],"running":1.111}],"running_total":1.111,"items":17},"industry-investment-and-rd":{"name":"Industry, investment and R&D","weight":20,"reasoning":"Upstream and slow; much of its money is counted where it lands, in the other 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signs EUR 543.6 million European Launcher Challenge contracts with three rocket makers","area":"defence-and-space","grade":"Verified","direction":"autonomy","signed":0.333,"url":"https://sovereigntymonitor.eu/news/2026-08-27-esa-launcher-challenge-contracts/"},{"id":"2026-01-12-iceye-sweden-sovereign-sar-contract","date":"2026-01-12","headline":"ICEYE signs multi-year sovereign SAR satellite deal with Sweden's FMV","area":"defence-and-space","grade":"Verified","direction":"autonomy","signed":0.333,"url":"https://sovereigntymonitor.eu/news/2026-01-12-iceye-sweden-sovereign-sar-contract/"},{"id":"2026-01-26-france-visio-replaces-teams-zoom","date":"2026-01-26","headline":"France to replace Teams and Zoom with sovereign tool Visio by 2027","area":"policy-and-law","grade":"Verified","direction":"autonomy","signed":0.222,"url":"https://sovereigntymonitor.eu/news/2026-01-26-france-visio-replaces-teams-zoom/"},{"id":"2026-01-12-eutelsat-airbus-340-oneweb-satellites","date":"2026-01-12","headline":"Eutelsat orders 340 more OneWeb satellites from Airbus in Toulouse","area":"defence-and-space","grade":"Verified","direction":"autonomy","signed":0.167,"url":"https://sovereigntymonitor.eu/news/2026-01-12-eutelsat-airbus-340-oneweb-satellites/"},{"id":"2026-01-20-p4q-quantum-photonics-pilot-line","date":"2026-01-20","headline":"EU launches EUR 50 million Photonics for Quantum chip pilot line","area":"compute-and-infrastructure","grade":"Verified","direction":"autonomy","signed":0.167,"url":"https://sovereigntymonitor.eu/news/2026-01-20-p4q-quantum-photonics-pilot-line/"},{"id":"2026-01-08-france-mistral-ai-defence-framework","date":"2026-01-08","headline":"France's defence ministry notifies framework deal with Mistral 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contracts","area":"industry-investment-and-rd","grade":"Verified","direction":"autonomy","signed":0.111,"url":"https://sovereigntymonitor.eu/news/2026-01-28-uk-mod-sme-defence-fund/"},{"id":"2026-01-30-poland-anti-drone-wall-contract","date":"2026-01-30","headline":"Poland signs PLN 15 billion contract for anti-drone wall with Kongsberg and PGZ","area":"defence-and-space","grade":"Verified","direction":"autonomy","signed":0.111,"url":"https://sovereigntymonitor.eu/news/2026-01-30-poland-anti-drone-wall-contract/"},{"id":"2026-01-20-eu-cybersecurity-act-revision-5g-phase-out","date":"2026-01-20","headline":"Commission proposes Cybersecurity Act revision with 5G high-risk supplier phase-out","area":"policy-and-law","grade":"Verified","direction":"autonomy","signed":0.083,"url":"https://sovereigntymonitor.eu/news/2026-01-20-eu-cybersecurity-act-revision-5g-phase-out/"},{"id":"2026-08-20-solinide-4m-seed","date":"2026-08-20","headline":"Swedish photonics start-up Solinide raises EUR 4 million for AI data centre interconnect chips","area":"industry-investment-and-rd","grade":"Verified","direction":"autonomy","signed":0.056,"url":"https://sovereigntymonitor.eu/news/2026-08-20-solinide-4m-seed/"}],"levels":{"date":"2026-08-31","combined":49,"pillars":{"policy-and-law":{"level":55,"indicators":[{"date":"2026-08-31","pillar":"policy-and-law","indicator":"binding-tests-parts","name":"Binding instruments testing who made the parts","score":0,"value":"0 of 27 binding instruments in the regulation timeline test component or supply-chain origin. Method: of 60 unique instruments in timeline.json EVENTS, 27 carry an entry-into-force or application event (the binding stage); every event text (title, summary, not_tested) of those 27 was searched for component, origin, European content, supplier, vendor and supply-chain vocabulary and then read. None tests who made the parts: the Chips Act's own in-force entry says it 'binds no procurement preference and obliges no buyer to source semiconductors from EU fabs'; NIS2's entries record that hardware provenance in supply chains 'stays untested'; the GPA engages supplier origin only to forbid preference. EDIP (Reg 2025/2643), which does write a European preference, appears in the dataset at adoption stage only, so it enters neither numerator nor denominator.","value_number":0,"target":"no EU target; scored as the share","score_method":"Binding instruments engaging component or supply-chain origin divided by all binding instruments: 0/27 x 100 = 0.","source":{"name":"European Sovereignty Monitor regulation timeline dataset (timeline.json, snapshot 2026-08)","url":"https://sovereigntymonitor.eu/assets/data/timeline.json","date":"2026-08-31"},"as_of":"timeline snapshot 2026-08","does_not_test":"It tests only the timeline's curated instrument set, not the full corpus of EU law: SAFE, which does carry a binding 65 per cent component rule, is not a timeline instrument at all.","confidence":"solid","swap":null},{"date":"2026-08-31","pillar":"policy-and-law","indicator":"cloud-jurisdiction-exposure","name":"Public-sector cloud exposure to extraterritorial access law","score":50,"value":"1 of 2 public-sector cloud cases in the ledger runs on providers subject to extraterritorial access law. Counted: Polo Strategico Nazionale (Italy), exposed, because the operating platforms of its CSP-backed services are Oracle, Microsoft, Google and AWS, all US-parented and reachable by the US CLOUD Act wherever the data sits, as the ledger's own cada4 test note records; EURO-3C (EU-funded telco-cloud-edge pilot, EUR 74,999,880 Horizon Europe grant signed 28 May 2026), judged not exposed at operator level because the operating providers are EU-parented (Telefonica, Ericsson, Nokia, IONOS, OVH, SUSE), with the caveat that a UK-parented Vodafone block sits under the UK Investigatory Powers Act and Swisscom is Swiss-state controlled. Excluded: AWS European Sovereign Cloud (a private pledge, no public money or public contract in the case; counting it would make 2 of 3 exposed and score 33), VOLT Rotterdam (no public money reaches it), and the HPC and gigafactory cases, which are supercomputing, not cloud.","value_number":50,"target":"no EU target; scored as 100 minus the exposed share","score_method":"100 minus the share of counted public-sector cloud cases whose operating provider is subject to extraterritorial access law: 100 minus 50 = 50.","source":{"name":"European Sovereignty Monitor sovereign-euro ledger (flows.json, snapshot 2026-08)","url":"https://sovereigntymonitor.eu/assets/data/flows.json","date":"2026-08-31"},"as_of":"ledger snapshot 2026-08, partial: two cases only","does_not_test":"It does not test contractual or technical safeguards (encryption, key escrow, the sovereign-cloud constructions) that may blunt legal exposure, and with two cases the reading flips on a single boundary judgement, so it cannot bear weight beyond the ledger it reads.","confidence":"weak","swap":null},{"date":"2026-08-31","pillar":"policy-and-law","indicator":"dma-dsa-enforcement","name":"DMA and DSA decisions concluded versus proceedings opened","score":100,"value":"6 decisions concluded against 4 formal proceedings opened in the trailing twelve months. Concluded: X non-compliance decision and EUR 120m fine (DSA, 5 December 2025); TikTok ad-repository commitments accepted (DSA, 5 December 2025); Temu non-compliance decision and EUR 200m fine (DSA, 28 May 2026); X corrective measures accepted on ad repository and researcher access (DSA, 16 July 2026); AliExpress non-compliance decision and EUR 550m fine (DSA, 20 July 2026); Google non-compliance decision and EUR 890m fine for Search self-preferencing and Play steering (DMA, 23 July 2026). Opened: Google site reputation abuse policy (DMA, 13 November 2025); X over Grok and recommender systems (DSA, 26 January 2026); Shein (DSA, 17 February 2026); Snapchat over protection of minors (DSA, 25 March 2026). Excluded as not enforcement proceedings: the two DMA specification proceedings on Google (27 January 2026), the three DMA cloud market investigations (18 November 2025), Meta's acknowledged but not formally accepted DMA ad commitments (8 December 2025), and all information requests and preliminary findings.","value_number":150,"target":"no EU target; scored as concluded divided by opened, capped at 100","score_method":"Decisions concluded divided by formal proceedings opened in the window: 6/4 x 100 = 150, capped at 100.","source":{"name":"European Commission press corner (ip_26_203, ip_26_723, ip_26_1178, ip_26_1654, ip_26_1670 and the December 2025 X and TikTok releases)","url":"https://ec.europa.eu/commission/presscorner/detail/en/ip_26_1670","date":"2026-07-23"},"as_of":"trailing twelve months, 2025-09-01 to 2026-08-31","does_not_test":"The ratio does not test whether remedies changed platform behaviour, and it says nothing about the backlog of proceedings opened before the window that remain undecided, which the cap conceals.","confidence":"solid","swap":null},{"date":"2026-08-31","pillar":"policy-and-law","indicator":"european-content-rules","name":"European-content rules in force in procurement","score":50,"value":"2 of 4 pillars covered. Defence: covered, the SAFE Regulation in force since 29 May 2025 requires 65 per cent of component costs from the EU, EEA-EFTA or Ukraine in SAFE-funded common procurement, and the EDIP Regulation (EU) 2025/2643 applies from 1 January 2026 with a European preference. Industry: covered with a qualification, the Net-Zero Industry Act's binding non-price resilience criteria for public procurement and renewables auctions apply from 30 December 2025, though they cap dependence on a dominant third country rather than mandate European content. Compute: none in force, the Cloud and AI Development Act is only a proposal (COM(2026) 502) and the EU Cloud Sovereignty Framework is a tender framework, not law. General tech procurement: none in force, the revision of the 2014 procurement directives has not been adopted and the GPA constrains origin preferences.","value_number":2,"target":"binding European-content or preference rules in force across all 4 pillars","score_method":"Pillars with a binding rule in force divided by four: 2/4 x 100 = 50.","source":{"name":"Council of the EU (SAFE adoption, 27 May 2025) and European Commission (NZIA non-price criteria guidance, 22 July 2026)","url":"https://www.consilium.europa.eu/en/press/press-releases/2025/05/27/safe-council-adopts-150-billion-boost-for-joint-procurement-on-european-security-and-defence/","date":"2025-05-27"},"as_of":"2026-08-31","does_not_test":"Whether the rules bite at contract level (waivers, derogations, actual component accounting), and it does not test national buy-European practice outside EU instruments; counting NZIA as the industry pillar is a judgement, since its criterion is diversification rather than European content.","confidence":"estimate","swap":null},{"date":"2026-08-31","pillar":"policy-and-law","indicator":"nis2-cer-transposition","name":"NIS2 and CER transposition in force","score":74,"value":"20 of 27 member states have both NIS2 and CER transposition in force. NIS2 laggards per the Commission's referral of 8 July 2026 (ip_26_1499): Ireland, Spain, France, the Netherlands. CER laggards per the Commission's referral (ip_26_910, reported 29 April 2026): Bulgaria, France, Luxembourg, the Netherlands, Poland, Spain, Sweden. The Netherlands is counted back in because its Cyberbeveiligingswet and Wet weerbaarheid kritieke entiteiten entered into force on 15 August 2026 (Rijksoverheid, 7 July 2026), leaving seven states missing at least one instrument: Ireland, Spain, France, Bulgaria, Luxembourg, Poland, Sweden.","value_number":20,"target":"27 of 27 member states with both directives transposed and in force","score_method":"States with both instruments in force divided by 27, times 100: 20/27 x 100 = 74.","source":{"name":"European Commission press corner (ip_26_1499 NIS2 referral; ip_26_910 CER referral) with Rijksoverheid for the Dutch entry into force","url":"https://ec.europa.eu/commission/presscorner/detail/en/ip_26_1499","date":"2026-07-08"},"as_of":"2026-08-31, counting the Dutch laws in force from 15 August 2026","does_not_test":"Transposition on paper does not test enforcement capacity, entity designation, or the quality and completeness of the national laws; a state not referred is assumed in force even where transposition may be partial.","confidence":"estimate","swap":null}]},"compute-and-infrastructure":{"level":41,"indicators":[{"date":"2026-08-31","pillar":"compute-and-infrastructure","indicator":"5g-highrisk-phaseout","name":"High-risk supplier restrictions in 5G","score":37,"value":"10 of 27 member states had imposed binding restrictions on high-risk 5G suppliers, with 3 more implementing, per the Commission's second progress report and communication on the 5G cybersecurity toolbox of 15 June 2023; no consolidated official count has been published since, and the Commission's 20 January 2026 revised Cybersecurity Act (CSA2) proposes a mandatory phase-out (three years to comply) precisely because implementation stalled.","value_number":10,"target":"All 27 member states with binding restrictions or completed phase-out of high-risk vendors from the 5G core","score_method":"States with binding measures / 27 = 10 / 27 x 100 = 37.","source":{"name":"European Commission, communication and second progress report on implementation of the EU 5G cybersecurity toolbox (context: CSA2 proposal of 20 Jan 2026)","url":"https://digital-strategy.ec.europa.eu/en/library/communication-commission-implementation-5g-cybersecurity-toolbox","date":"2023-06-15"},"as_of":"June 2023, the latest official tally; checked ECIPE (Dec 2024), BISI and CSA2 coverage (Jan to Feb 2026) and none publishes a newer count","does_not_test":"The count is three years stale and misses national moves since mid 2023, and having binding powers on paper does not test whether high-risk equipment has actually been removed from live cores (Strand Consult notes Germany, Italy and Spain still hold the largest replacement stock).","confidence":"weak","swap":null},{"date":"2026-08-31","pillar":"compute-and-infrastructure","indicator":"chip-production-share","name":"EU share of world semiconductor production","score":45,"value":"The EU accounts for 9 percent of the global semiconductor market, per the Commission's 2026 State of the Digital Decade report (published 17 June 2026), against the Chips Act and Digital Decade target of 20 percent by 2030.","value_number":9,"target":"20 percent of world semiconductor production by value by 2030 (Digital Decade Policy Programme and Chips Act)","score_method":"Distance to target: 9 / 20 x 100 = 45, capped at 100.","source":{"name":"European Commission, State of the Digital Decade 2026 report","url":"https://digital-strategy.ec.europa.eu/en/policies/2026-state-digital-decade-package","date":"2026-06-17"},"as_of":"2026 report reading; the underlying KPI data year is not stated on the pages consulted (the report tracks the latest available year, and the same 9 percent figure already appeared in the 2025 edition)","does_not_test":"A value share does not test capability: it says nothing about where in the chain the value sits (Europe's strength is equipment such as ASML and mature nodes, not leading edge logic, of which the EU manufactures none below 5nm).","confidence":"solid","swap":null},{"date":"2026-08-31","pillar":"compute-and-infrastructure","indicator":"eu-cloud-share","name":"European providers' share of the EU cloud market","score":15,"value":"European cloud providers hold 15 percent of the European cloud infrastructure market (Synergy Research, third party estimate, July 2025 release on data through H1 2025); Amazon, Microsoft and Google hold about 70 percent, and the European share has fallen from 29 percent in 2017 in a market of EUR 61bn (2024).","value_number":15,"target":"no EU target; scored as the share","score_method":"No EU target exists, so the score is the share itself: 15.","source":{"name":"Synergy Research Group (third party market estimate; corroborated by heise 29 Jul 2025 and ITdaily 30 Jul 2025 write-ups)","url":"https://www.srgresearch.com/articles/european-cloud-providers-local-market-share-now-holds-steady-at-15","date":"2025-07-28"},"as_of":"H1 2025 (latest Synergy figure found; CNBC charts of February 2026 still cite 15 percent)","does_not_test":"A revenue share does not test control: it says nothing about which workloads carry sovereignty requirements, nor about the legal exposure of US hyperscalers' new sovereign offerings that this share excludes.","confidence":"estimate","swap":null},{"date":"2026-08-31","pillar":"compute-and-infrastructure","indicator":"eurohpc-delivery","name":"EuroHPC capability delivered against plan","score":67,"value":"Delivered 14 of 21 planned to date: 1 of 2 contracted exascale systems operational (JUPITER, launched 5 Sep 2025, still top five in June 2026; Alice Recoque contract signed 18 Nov 2025, installation from 2026 at CEA TGCC, on schedule, not overdue) and 13 of 19 selected AI factories established with services running (7 selected Dec 2024, 6 in Mar 2025, both waves launched; the 6 selected 10 Oct 2025 are listed by EuroHPC as new and in development). The AI gigafactories call opened 30 Jul 2026 with none yet selected, so 0/0.","value_number":66.7,"target":"All systems and factories selected or contracted to date delivered: 2 exascale plus 19 AI factories","score_method":"Delivered / planned to date = (1 exascale + 13 AI factories) / (2 exascale + 19 AI factories) = 14 / 21 x 100 = 67, with gigafactories excluded at 0 selected.","source":{"name":"EuroHPC JU (AI Factories page accessed 31 Aug 2026; press releases of 2025-09-05 JUPITER launch, 2025-10-10 six additional AI factories, 2025-11-18 Alice Recoque contract, 2026-06-23 TOP500, 2026-07-30 gigafactories call)","url":"https://www.eurohpc-ju.europa.eu/ai-factories_en","date":"2026-08-31"},"as_of":"2026-08-31","does_not_test":"A launched AI factory is an ecosystem, not necessarily its dedicated AI-optimised supercomputer (several, like IT4LIA contracted 22 Apr 2026, are still installing), and the count does not test utilisation or capability relative to US and Chinese fleets.","confidence":"estimate","swap":null},{"date":"2026-08-31","pillar":"compute-and-infrastructure","indicator":"stack-compute-production","name":"Stack map: European supplier in production (compute layers)","score":43,"value":"15 of 35 stack map nodes in the fab, design, systems, dc and cloud layers show a European supplier in production: fab 2/5 (ASML; mature node fabs, with Infineon's Dresden fab open Jul 2026), design 2/12 (Siemens EDA; delivered quantum systems from IQM and Pasqal), systems 3/4 (Bull, integrators, Nokia/Ericsson), dc 3/4 (JUPITER live, operators, connectivity), cloud 5/10 (OVHcloud, Scaleway, the German bench, national champions, evroc GA Jun 2026).","value_number":42.9,"target":"no EU target; scored as the share","score_method":"Read each node's tier, maturity and text in stack.json (snapshot 2026-08): counted delivered when tier is eu and the entry shows a shipping product or live service (maturity Production, GA or live per the text), excluded eu nodes still building, in bring-up, pilot or pre-procurement (Mistral Compute, SiPearl, OpenChip, DARE chiplets, Euclyd, photonics, APECS packaging, gigafactories) and all operated tier (AWS ESC, Bleu/Delos, S3NS) and dependency tier nodes as non-European suppliers, giving 15/35 = 43; borderline inclusions stated: evroc, the JUPITER node (booster live, SiPearl CPU cluster pending), mature node fabs (no leading edge) and delivered quantum systems.","source":{"name":"SovMon stack map (local file, editorial snapshot 2026-08)","url":"https://sovereigntymonitor.eu/assets/data/stack.json","date":"2026-08-25"},"as_of":"stack map snapshot 2026-08","does_not_test":"A node count weights ASML's global chokepoint the same as a regional integrator and production presence the same at any scale, so it does not test market share, capacity or the depth of the two hard breaks (accelerators and leading edge fabs) that single nodes represent.","confidence":"estimate","swap":null}]},"defence-and-space":{"level":49,"indicators":[{"date":"2026-08-31","pillar":"defence-and-space","indicator":"collaborative-procurement","name":"Collaborative procurement","score":45,"value":"The intended source cannot bear the reading: the EDA Defence Data 2024-2025 report (published 1 September 2025) states that only 12 of 27 member states reported collaborative equipment procurement data, making an EU-wide 2024 share impossible to publish, and that the 35 percent EDA benchmark has never been achieved; the latest comprehensive official reading is 18 percent, the baseline the Commission states in EDIS from EDA data.","value_number":18,"target":"EDIS target of at least 40 percent of defence equipment procured collaboratively by 2030","score_method":"Score = 18 / 40 x 100 = 45, using the EDIS-stated 18 percent baseline because the EDA 2024-2025 report publishes no EU-wide share.","source":{"name":"European Defence Industrial Strategy (JOIN(2024) 10, citing EDA defence data), as recorded on the European Parliament legislative train; gap confirmed in EDA Defence Data 2024-2025","url":"https://www.europarl.europa.eu/legislative-train/theme-a-new-era-for-european-defence-and-security/file-european-defence-industrial-strategy","date":"2024-03-05"},"as_of":"2021, the latest year with comprehensive EDA collaborative procurement data, as cited in EDIS (March 2024); no comparable figure exists for 2024","does_not_test":"It does not test current behaviour during the 2024-2025 procurement surge (the reading is at least three years old and EDA reporting coverage has collapsed to 12 of 27 states), nor whether the collaboration is with EU or non-EU partners.","confidence":"weak","swap":null},{"date":"2026-08-31","pillar":"defence-and-space","indicator":"eu-sourced-procurement","name":"EU-sourced procurement","score":44,"value":"22 percent of member states' defence acquisitions were sourced within the EU (EDIS states 78 percent originated outside the EU between February 2022 and June 2023); the EDA does not publish an intra-EU versus extra-EU procurement split and no later official EU-wide figure has been published.","value_number":22,"target":"EDIS target of at least 50 percent of procurement placed within the EU (EDTIB) by 2030, rising to 60 percent by 2035","score_method":"Score = 22 / 50 x 100 = 44, taking intra-EU share as 100 minus the 78 percent extra-EU baseline stated in EDIS.","source":{"name":"European Defence Industrial Strategy (JOIN(2024) 10), as recorded on the European Parliament legislative train","url":"https://www.europarl.europa.eu/legislative-train/theme-a-new-era-for-european-defence-and-security/file-european-defence-industrial-strategy","date":"2024-03-05"},"as_of":"February 2022 to June 2023, the only official EU-wide baseline","does_not_test":"It does not test sourcing since mid-2023, so it misses the pull toward EU suppliers now built into SAFE (whose contracts require at least 65 percent EU, EEA-EFTA or Ukrainian component cost) and EDIP.","confidence":"weak","swap":null},{"date":"2026-08-31","pillar":"defence-and-space","indicator":"european-launch","name":"European launch capability","score":75,"value":"7 European orbital launches flown in the twelve months to 31 August 2026: six Ariane 6 (Sentinel-1D 4 November 2025, Galileo L14 17 December 2025, three Amazon Leo missions on 12 February, 30 April and 17 June 2026, and MTG-I2 27 August 2026, the ninth Ariane 6 flight) plus one Vega C (KOMPSAT-7, 1 December 2025); no new entrant reached orbit in the window (Isar's Spectrum flight 2 was still awaiting launch on 31 August 2026).","value_number":7,"target":"Arianespace's stated aim of up to eight Ariane 6 launches per year in 2026 (CEO David Cavaillolès, 6 November 2025); scored as six Ariane 6 flown against eight needed, since no consolidated twelve-month manifest is published","score_method":"Score = flown / needed x 100 = 6 Ariane 6 flights in the twelve months to 31 August 2026 divided by the stated cadence aim of eight per year = 75, capped 100.","source":{"name":"ESA and Arianespace launch records via European Spaceflight's 2026 launch tracker, with ESA's MTG-I2 launch confirmation","url":"https://europeanspaceflight.com/european-rocket-launches-in-2026/","date":"2026-08-15"},"as_of":"twelve months from 2025-09-01 to 2026-08-31","does_not_test":"It does not test sovereign access as such: half the Ariane 6 flights served a single US commercial customer (Amazon Leo), and the count says nothing about cost per launch, the institutional backlog, or Vega C's thin cadence of one flight in the window.","confidence":"estimate","swap":null},{"date":"2026-08-31","pillar":"defence-and-space","indicator":"safe-deployment","name":"SAFE deployment","score":8,"value":"Allocated: the full EUR 150 billion was tentatively allocated to 19 member states on 9 September 2025, and Council implementing decisions have since approved national plans in two waves of EUR 38 billion (11 February 2026, eight states) and EUR 74 billion (17 February 2026, eight states) plus Czechia and France (10 April 2026), leaving only Hungary's EUR 16.2 billion request frozen; disbursed by 31 August 2026: EUR 11.97 billion of 15 percent pre-financing to nine states per the Commission's payment announcements (Poland EUR 6.6 billion on 29 May, Cyprus EUR 177.2 million on 18 June, Lithuania EUR 956.3 million on 24 June, Croatia EUR 255 million on 10 July, Greece EUR 118.2 million on 23 July, Estonia EUR 351.6 million on 12 August, Romania EUR 2.5 billion on 27 August, Bulgaria EUR 489.3 million and Latvia EUR 524.7 million on 28 August); the record's note of first payments to Estonia, Bulgaria and Latvia in August 2026 is confirmed, but payments began with Poland on 29 May 2026.","value_number":11.97,"target":"EUR 150 billion of SAFE loans disbursed (programme envelope)","score_method":"Score = disbursed / 150 billion x 100 = 11.97 / 150 x 100 = 8, summing the nine official Commission payment announcements to 31 August 2026.","source":{"name":"European Commission, DG Defence Industry and Space, SAFE page and per-country payment announcements","url":"https://defence-industry-space.ec.europa.eu/eu-defence-industry/safe-security-action-europe_en","date":"2026-08-28"},"as_of":"2026-08-31","does_not_test":"Disbursement speed does not test what the loans buy or when: pre-financing is borrowed money in national treasuries, not signed procurement contracts, delivered equipment or the 65 percent EU-content rule being met.","confidence":"solid","swap":null},{"date":"2026-08-31","pillar":"defence-and-space","indicator":"space-programme-milestones","name":"Space programme milestones","score":75,"value":"3 of 4 milestones due by 31 August 2026 met on time across the two programmes: IRIS2 concession contract signature (scheduled December 2024, signed with SpaceRISE on 16 December 2024, met), IRIS2 Rendezvous 1 implementation agreement (negotiated January to August 2026, signed 7 August 2026 with first launches brought forward to 2029, met), MTG-I2 launch (manifested for 27 August 2026, flew 27 August 2026 on Ariane 6, met), MTG-S1 launch (planned for the first half of 2024, flew 1 July 2025 on Falcon 9, missed).","value_number":3,"target":"no EU target; scored as the share of milestones due by 2026-08-31 that were met on time","score_method":"Score = milestones met on time / milestones due x 100 = 3 / 4 x 100 = 75, counted against each programme's current schedule of record.","source":{"name":"European Commission DG Defence Industry and Space (IRIS2 implementation agreement, 7 August 2026) with ESA MTG launch records and EUMETSAT MTG-S1 scheduling","url":"https://defence-industry-space.ec.europa.eu/european-union-accelerating-and-reinforcing-iris2-2026-08-07_en","date":"2026-08-07"},"as_of":"2026-08-31","does_not_test":"It counts against the current schedules of record, not original baselines, so it hides cumulative slippage: the 2023 Secure Connectivity Regulation foresaw initial IRIS2 services by 2024 (now 2029 onwards, with the budget grown from EUR 10.55 billion to over EUR 15.6 billion), MTG launches were originally contracted for 2017, and Rendezvous 1 had no published due date so its on-time status rests on the Commission's own framing.","confidence":"estimate","swap":null}]},"industry-investment-and-rd":{"level":52,"indicators":[{"date":"2026-08-31","pillar":"industry-investment-and-rd","indicator":"chips-money-committed","name":"Chips money identified against the EUR 43 billion ambition","score":80,"value":"EUR 34.5 billion of the EUR 43 billion policy-driven ambition is identified in the ECA audit as funding streams: EUR 4.5 billion Commission-managed (Horizon Europe and Digital Europe), EUR 21.9 billion for first-of-a-kind facilities depending on member states and private investors, and EUR 8.1 billion of approved IPCEI ME/CT state aid across 68 projects in 14 member states.","value_number":34.5,"target":"EUR 43 billion in policy-driven investments under the Chips Act","score_method":"Sum of the ECA's identified Chips Act funding streams (4.5 plus 21.9 plus 8.1 billion) divided by the EUR 43 billion ambition, times 100.","source":{"name":"European Court of Auditors, special report 12/2025","url":"https://www.eca.europa.eu/ECAPublications/SR-2025-12/SR-2025-12_EN.pdf","date":"2025-04-28"},"as_of":"ECA audit cut-off, early 2025","does_not_test":"Identified and approved money is not disbursed money: the EUR 21.9 billion FOAK stream still depends on member-state grants and private investors following through, and the ECA notes some IPCEI projects were still awaiting national grants.","confidence":"estimate","swap":{"replaced":"chips-money-disbursed","reason":"No official disbursement total exists (ECA: the Commission's information on the funding disbursed is incomplete, and it holds no IPCEI disbursement data at project level), so a disbursed-to-committed ratio cannot rise above weak on any documented pair."}},{"date":"2026-08-31","pillar":"industry-investment-and-rd","indicator":"deeptech-vc-share","name":"European deep-tech VC against the US","score":12,"value":"Europe raised USD 16 billion in deep-tech venture funding in 2025 (up 10 percent on 2024) against USD 130 billion in the US (up 91 percent, excluding the OpenAI round), a 12.3 percent ratio; third-party estimate.","value_number":12.3,"target":"no EU target; scored as the share of the US figure","score_method":"European deep-tech funding divided by the US figure, 16 / 130 x 100 = 12.3, both from the same report and period.","source":{"name":"Atomico, State of European Tech 2025 (third-party estimate; figures as reported by Sifted and Startup Riders summaries of the report)","url":"https://www.stateofeuropeantech.com","date":"2025-11-18"},"as_of":"calendar year 2025, annualised by Atomico at publication; not the trailing year to 2026-08","does_not_test":"It compares 2025 funding volumes only: it does not test whether the capital converts to capability, nor where the funded firms' ownership, profits or exits ultimately land.","confidence":"estimate","swap":null},{"date":"2026-08-31","pillar":"industry-investment-and-rd","indicator":"fabs-announced-producing","name":"European fab projects producing against announced","score":17,"value":"2 of 12 major European fab and plant projects announced 2022 to 2026 have reached production. Producing: Infineon Smart Power Fab Dresden (EUR 5 billion, opened 2026-07-02 ahead of schedule, production beginning 2026) and Diamond Foundry Trujillo phase one (commenced operation 2025-01). Not producing: ESMC Dresden (construction, tool-in expected 2027); ST Catania SiC Campus (construction, 2026 production target unconfirmed); Silicon Box Novara (aid approved 2024-12-18, first production planned Q1 2028); GlobalFoundries Dresden expansion (aid approved 2025-12-11); onsemi Roznov (aid approved 2025-11-21, Czech incentive not adopted as of 2026-07-12); Vishay Itzehoe (aid approved 2026-07-14); ST-GlobalFoundries Crolles expansion (shelved mid-2025). Cancelled: Intel Magdeburg (2025-07-24), Intel Miekinia in Poland (2025-07-24), Wolfspeed Ensdorf (definitively cancelled 2025-10-22). Bosch Dresden and Infineon Villach predate the window and are excluded; both produce.","value_number":16.7,"target":"no EU target; scored as the share (producing / announced)","score_method":"Projects confirmed producing divided by projects announced in the 2022 to 2026 window, 2 / 12 x 100 = 16.7; counting Infineon's July 2026 opening and Diamond Foundry's phase one as producing is a judgement call.","source":{"name":"SovMon publication record (flows.json chips-act-aggregate, stack.json fab layer) plus dated company and press milestones per project: Infineon press release 2026-07-02, Intel cancellation reports 2025-07, Wolfspeed cancellation 2025-10-22, ST newsroom 2024-05-31, Silicon Box and Commission Open EU Foundry status 2026-03, Bits and Chips on Crolles 2025","url":"https://sovereigntymonitor.eu/","date":"2026-08-31"},"as_of":"2026-08-31","does_not_test":"It counts projects, not capacity, node or value: an opened power-semiconductor fab weighs the same as a cancelled leading-edge one, and the reading says nothing about utilisation, profitability or where the output's profit books.","confidence":"estimate","swap":null},{"date":"2026-08-31","pillar":"industry-investment-and-rd","indicator":"horizon-eu-lead","name":"Horizon money to European-headquartered participants","score":100,"value":"cordis.json does not identify consortium coordinators (consortia rows carry id, acronym, cards and eu_for_cards only), so the lead-share reading cannot be computed; per the row's fallback, 99.8 percent of the EUR 314,867,200 net EU contribution contracted to the publication's 20 tracked organisation groups sits with European-headquartered groups. The two non-European slices are GlobalFoundries Dresden Module One (US parent, Mubadala-majority), EUR 372,716 across 4 participations, and Data4 Services Poland (Brookfield, Canada), EUR 135,750.","value_number":99.8,"target":"no EU target; scored as the share","score_method":"Fallback method: sum of contracted_eu across the 20 orgs entries (EUR 314,867,200), each group classified by ultimate-parent headquarters from its entities list and the underlying CORDIS bundle, giving (314,867,200 minus 508,466) / 314,867,200 x 100 = 99.8.","source":{"name":"SovMon CORDIS extract, cordis.json with datasets/cordis entities.json and the Horizon Europe 2026-08 bundle (CORDIS, European Union)","url":"https://sovereigntymonitor.eu/ledger/","date":"2026-08-25"},"as_of":"Horizon Europe grant agreements signed by the 2026-08 CORDIS snapshot","does_not_test":"It covers only the EUR 315 million contracted to the publication's 20 tracked organisation groups, not Horizon Europe as a whole; contracted is not disbursed, and with no coordinator field the reading tests where money sits, not who leads.","confidence":"solid","swap":null},{"date":"2026-08-31","pillar":"industry-investment-and-rd","indicator":"ledger-profit-eu","name":"Ledger profit landings booking in the EU","score":53,"value":"24 of the 45 traced profit landings across the ledger's 14 cases book in the EU (53.3 percent), counting the 27 member states plus the code EU; the non-EU landings are US (10), TW (2), GB (2), plus JP, SG, NO and CH (1 each).","value_number":53.3,"target":"no EU target; scored as the share","score_method":"EU landings divided by all landings across the 14 cases' profit_lands lists in flows.json: 24 / 45 x 100 = 53.3.","source":{"name":"SovMon sovereign-euro ledger, flows.json (the publication's own record, snapshot 2026-08)","url":"https://sovereigntymonitor.eu/ledger/","date":"2026-08-31"},"as_of":"2026-08 ledger snapshot","does_not_test":"It covers the 14 traced cases in the publication's ledger, not the economy, and landings are counted per case without weighting by money.","confidence":"solid","swap":null}]}},"rule":"Each pillar level is the mean of its five indicator scores, each 0 to 100 as distance to the EU's own target where one exists or as a control share where none does; the combined level uses the same key as the flow. Assessed on the date shown; the flow explains movement between assessments; every indicator names its source and date."}}