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(en) Italy, FdCA, IL CANTIERE #37 - AGAINST REARMAMENT - A Class Perspective - CGT Confederal Socio-Economic Cabinet (*) (ca, de, fr, it, pt, tr)[machine translation]

Date Tue, 4 Nov 2025 08:00:14 +0200


The rejection of increased defense spending is often seen as a moral and idealistic position, formulated with its back to radically transformed international relations, which pose various threats to European democracies. Both the government and the media seek to impose a sense of urgency through a narrative in which Europe is caught between the withdrawal of the US defense umbrella and Russia's imperialist expansion toward the West. Ultimately, Europe would face an existential threat.[1]Therefore, the debate over the relevance of defense spending has been taken for granted, and the issue at stake, if anything, is how it is spent: how much, how, for what, and for what purpose are the unknowns to be contested. A segment of the left that is positioned or orbits around institutional politics-including major trade unions and some sectors of academia-embraces this framework, which it intends to address. Admitting a rejection of this rearmament, on the other hand, would be politically ineffective.

However, accepting this framework implies the assumption of an a priori defeat and depoliticizes measures that are not neutral, but respond to specific interests. There are strong private capital interests surrounding rearmament, especially those linked to industry and defense. Beyond the government's interpretation of rearmament, we believe that, from a class perspective, specifically our own, the questions we must ask are different. And it is on their answers that we must focus our intervention.

What are the interests and goals of rearmament?
Rearmament is presented as a dissuasive defense policy to protect the formal democracies of European states and the values they are often said to represent: the rule of law, civil and political liberty, human rights, among others. It would be, to paraphrase Josep Borrell, necessary to protect the European garden from the jungle that is supposedly present outside it. However, this formulation, with its racist connotations, repeatedly and stubbornly clashes with the facts. A stark expression of this is the mass grave that the Mediterranean has become, or the actions of European states as necessary collaborators in a genocide broadcast in real time in the Gaza Strip. Peeling back this veneer of cynicism and artifice, we find, unsurprisingly, the matrix of private interests behind the increase in defense spending.[2]The first of the purposes underlying the increase in defense spending is closely linked to large corporations directly or indirectly associated with the defense business; This is a business that states could incentivize in many ways: by granting subsidies and loans on favorable financing terms, guaranteeing a certain volume of public procurement, incentivizing defense research and development with tax breaks, and so on. This pattern has been repeated in recent years, first with the post-Covid reconstruction and the NextGenerationEU program, and now with this line of public intervention[3]. In short, a public bailout to support a private accumulation dynamic that has recently encountered growing difficulties in the European region.

"The military buildup, rather than protecting democracy and freedom[...]seeks to guarantee the interests of European capitals."

In the midst of the 2008 crisis, despite popular protests and the fact that many governments were in the hands of progressive or left-wing parties, transnational private capital and European institutions disciplined and liquidated the economies of the Mediterranean periphery with strong structural, fiscal, and labor adjustment programs. Why is there a willingness today, in the absence of a clear popular demand for rearmament, to proceed in this direction by suspending fiscal rules and debt limits? This shift in European governance institutions is not so much a response to a supposed burial of neoliberal precepts after a decade of recipes now recognized as failed, but rather provides evidence of the direction of their actions.
The management of the 2008 crisis was not a poor performance for capital, to the extent that it socialized losses and disciplined the working class. The reorientation of these European institutions in the current situation continues to serve the same interests: to generate a favorable environment that allows private profitability to thrive. A clear example of this can be found in Germany: The country that for years was the strictest on spending rules, and which saw its growth stagnate after the invasion of Ukraine, has announced a reform of the so-called "debt brake" to exempt military spending from deficit rules.
In this context, it must be understood that the nature of states is not to pursue the general interest, nor to arbitrate the social conflict between capital and labor from a position of externality and impartial mediation, but to ensure the dynamics of private capital accumulation.
Similarly, the second purpose underlying the increase in defense spending is not only to directly stimulate economic growth through spending, but also to ensure the conditions for capital accumulation in the medium term. In a context of the dissolution of the international order, marked by the undisputed hegemony of the United States, instability and competition between blocs for spheres of influence, markets, and resources are intensifying. Military buildup, rather than protecting democracy and freedom (values that are, moreover, dispensable when they conflict with increased private profits), seeks to secure the interests of European capital. At this time, increased defense spending should not be interpreted as an attempt to emancipate itself from US tutelage: the United States is asking its European partners to increase spending to increase their contribution to the NATO bloc and cover other "flanks," thus allowing them to focus on their main competitor, China, and maintain the indispensable support for their main ally in the Middle East, Israel, to continue its ethnic cleansing.

Living worse to live more securely?[4]
Given the fragile foundations on which an economically stagnant European Union has been built in recent years, the urgency of a discretionary and ambitious recovery by public institutions is being channeled through various intervention channels. But how long will states, caught between low economic growth and high levels of public debt,[5]last? The state's fiscal crisis could be a problem, despite the relief valves that can be provided by the temporary suspension of fiscal rules and the debt ceiling.
Where can the revenues be obtained to finance this active role of the state if external financing is mediated by private actors?
The potential mismatch between revenues and expenditures in the context of rearmament will have to be covered by foreign debt, but a progressive increase in this debt without a solid growth basis could generate distrust in the ability to repay. It is not possible to sip and puff at the same time, and a choice will have to be made between spending on weapons and butter.[6]
Indeed, a certain economic stagnation and the deterioration of welfare states in Europe are triggering a growing difficulty in fully integrating a growing portion of the population. The European economic decline is
accompanied by the pauperization and proletarianization of the so-called middle classes in these Western societies. Although the intensity with which this phenomenon manifests itself varies from state to state, a general trend can be identified in advanced European economies. Growing segments of the population reproduce themselves in a more precarious way, when they are not directly excluded from the usual economic support circuits: employment or state social protection. This is most clearly evident among the most vulnerable segments of the population, which in turn are those experiencing the highest demographic growth: the migrant population.
The growth of the non-European migrant population is another general trend, particularly marked in the last 15 years in the Old Continent and destined to increase. This population is increasingly fleeing massacre zones for places considered safe or where they at least hope for a better future.
But when they arrive in Europe, especially in countries like Spain, they find it extremely difficult to integrate economically.

Rearmament against whom?
In this reading of the current situation, it is worth asking whether, in addition to allocating resources to private enrichment, there is a desire to strengthen and refine the state's apparatus of control, discipline, and repression. This growing excluded population and its political response to this condition will pose a threat to capital in a context where the authoritarian and disciplinary retreat of Western states, such as that of Spain after the 2008 crisis, is already evident.
Contexts of crisis and militarization, which generate a state of fear and alarm among the population, often serve as a pretext and pave the way for a rollback of rights and political and social freedoms.
In other words, they serve as an alibi to legitimize, in favor of a greater good, social setbacks that would otherwise be unacceptable. In other words, they serve as an alibi to legitimize, in favor of a greater good, social setbacks that would otherwise be unacceptable. Rearmament helps pave the way and sharpen the tools to do so.
All of this, moreover, is organized around the narrative of security. A concept whose meaning is expanding and in which the most violent, authoritarian, and/or exclusionary private and state discourses and actions are justified and legitimized on this widespread terrain. Faced with an existential threat, but also to safeguard economic
interests or the sovereignty and integrity of the nation, any action that compromises freedoms and rights is legitimized.[7]
The EU covers approximately two-thirds of its energy consumption with imports from outside the EU bloc and imports more than 90% of its oil and gas.
What role will this rearmament play in a context of growing scarcity and heightened geopolitical tensions over the control and hoarding of dwindling energy and material resources? Can this rearmament serve to continue ensuring the influx of energy and monetary flows from the global periphery, while simultaneously blocking the entry of people at borders? This security framework only reinforces tendencies that are already emerging, but will likely express themselves in the future with more explicit violence, for which European states will be better prepared thanks to rearmament.
In short, the left (grouped together in its various political, ideological, and organizational projects) is currently in a weak position, struggling to effectively influence an agenda and decisions over which it has
little capacity to act.
However, it is possible to take advantage of the unfolding framework to pursue different paths.
A final question, the answer to which can guide the direction, is whether increased defense spending or rearmament contributes to improving or worsening the balance of power of our class, whether it puts us in a better or worse position to face the war that capital wages against us daily.

*) La Brecha - May 2025 No. 33
[1]This has been the view of high-level European leaders such as former Italian Prime Minister Enrico Letta and, until recently, the EU High Representative for Foreign Affairs and Security Policy, Josep Borrell.
[2]The recent "Report 71: The Business of Banks in Global War. Ranking of Armed Banks 2025" by the Centre Delàs d'Estudis per la Pau lists some of the large companies and banks behind the defense business.
[3]Organizations such as the Observatory of Multinationals in Latin America (OMAL) and the Observatori del Deute en la Globalitzaci (ODG) have analyzed in recent years the transfer of public money to increase the profits of large companies.
[4]The introduction of this framework by some media outlets is not anecdotal. The newspaper El Confidencial headlined an article on March 27, 2025: "Would you be willing to live worse to live in security? All the sacrifices that Europeans will make."
[5]EU states have significantly increased their debt levels to socialize the losses caused first by the 2008 crisis and more recently by the pandemic crisis.
[6]Josep Borrell put it this way: "Everyone prefers butter to cannons, but sometimes if you don't have cannons, you don't have butter."
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