European defence spending is going to be much less transatlantic than it would have been were it not for Trump. Some of this is about mindshift. We could have avoided us defence contractor tie in before, but we don’t see the need. Now we do.

The economics have changed, and now it's worth their time.

It's a priority for economic and political reasons. The Trump Tariffs and the US's policies towards Ukraine, and questionable commitment to NATO highlighted the dependencies and exposed the EU is to Trumps corrosive tactics.