Russia’s invasion of Ukraine and the US shift in foreign policy have marked a turning point for Europe. Governments are transforming their attitudes, strategies, and relationships with offset.

Central and Eastern Europe (CEE) in particular has seen a radical increase in defence spending and arms imports. Countries are relying on offset for self-sufficiency, strengthening partnerships, and industrial gain.

But these offset deals remain opaque. As is common in this sector, information is unavailable, unconfirmed, or imprecise. Offset intelligence is more elusive than ever.

The CEE Report steps into this gap. We scour through over ten years of CTO archives, government papers, and private interviews to answer your questions. We examine:

• Offset trends from 2014 to 2025.
• Offset priorities, preferred offset partners, and project performance.
• Industrial strengths and weaknesses.
• Potential challenges and emerging opportunities for OEMs.
• Recent legal amendments and their implications.

The first edition (released November 2024) focused on the impact of Russia’s invasion of Ukraine on defence investment and offset priorities. 

The second edition (released May 2025) explores the consequences of US foreign policy on the future of industrial participation. It features scenario-based forecasts for each country, accounting for the outcome of the Ukraine war and the future of US security guarantees in Europe. Subscribers will find country-based infographics about defence spending, offset timelines, and industry partners.

The report also includes our exclusive CEE Offset Database, a unique record of offset deals in the region over the past 10 years.

The CEE Report is an annual subscription updated bi-annually. Subscribers have full access to our team to discuss additional information, government documents, and contact details. Our team will also tailor future updates to suit your needs and priorities.