Britain's long awaited Defence Industrial Strategy 2025 (DIS 25) has been released. It commits the Government to the largest sustained uplift in defence spending since the Cold War and seeks to complement the ambition of Strategic Defence Review 2025 (SDR 25). It sets a short-term target of raising spending from 2% of GDP to 2.6% by 2027, declaring an "ambition" in the medium term for 3% by 2030 in the next Parliament. Longer term it outlines a "historic commitment" to reach a target of 5% alongside other NATO allies by 2035. The investment trajectory the strategy sets out seems intent not only to underwrite British national security but to position its defence industry as a key engine of sovereign economic growth, regional regeneration and technological capability development.

DIS 25 follows close on the heels of the recent announcement of a successful £10bn contract being signed for the UK to supply the Norwegian navy with Type 26 anti-submarine frigates. Its release also coincides with the Britain's flagship defence industry sector event Defence and Security Equipment International 2025 (DSEI 25) in London that serves as a physical totem of the Government's intention to encourage domestic and international commercial interest.

The 108-page strategy document contains suitably impressive numbers related to investment allocations. UK Defence Innovation has been tasked to "invest in [Britain's] most innovative defence companies" with a ring-fenced annual budget of £400 million, plus a mandate that 10% of its equipment procurement is spent on novel technologies. Likewise, £15 billion has been committed to the "sovereign warhead programme" and a further £6 billion to "strengthen our supply chains… in munitions this parliament". Efforts have also been made address procurement efficiency with the National Armaments Director being given authority of a "new segmented approach". Coupled with a commitment to a five-year, proactive forecasting process promises to reduce the need for emergency budget supplements and enhance market trust.

Reference is also made throughout to wider Government targets that promise to "reduce administrative costs of regulation to business… to create a regulatory environment fit for the current era of threat". Taken on face value, there is much to be optimistic about.

For the British Army there is much to be encouraged by. Faster contracting and procurement cycles promise to narrow the gap between user requirement definition and frontline delivery. Projects such as RAPSTONE and ASGARD are recent examples of how this approach can be done, alongside more deliberate (i.e. traditional) programme of record processes that continue at pace. Expanding these 'proven commercial routes' to deliver capabilities for units and formations that range from armoured platforms, ground-based sensors, communication suites and munition stocks is an exciting prospect. Equally promising is the DIS' pledge to "increase prototype warfare" as this directly relates to the Army's wholesale drive for Robotics and Autonomous Systems (RAS) integration at every echelon.

From a section operating with Uncrewed Ground Vehicles (UGVs) and Air Vehicles (UAS), to a formation headquarters that can plan and execute with AI-enabled battlefield analytics, this approach may see the transition from lab to field at unprecedented speed.

That said, whilst DIS 25 has been broadly welcomed for its ambition, there are concerns and criticisms surrounding DIS 25 it. Commentary at DSEI 25 revealed a persistent frustration among industry leaders regarding the MOD's pace of reform, particularly in contracting and capability delivery. Concerns were voiced about bureaucratic inertia and the slow translation of strategic ambition into executable contracts, with some firms publicly citing delays in the Land Mobility Programme (LMP) and uncertainty around the new medium helicopter programme as emblematic of systemic issues. In contrast, speeches by Defence Secretary...