Reino Unido promete investir 5% do PIB em segurança até 2035 durante Cúpula da OTAN

O Reino Unido está pronto para sacudir a geopolítica com um compromisso agressivo: 5% do PIB direcionado à defesa até 2035. Um movimento que coloca os aliados da OTAN no banco dos réus—enquanto os mercados financeiros ainda brincam de guerra com derivativos.

O anúncio, feito durante a Cúpula da OTAN, sinaliza uma virada estratégica. Londres não está apenas aumentando gastos; está redefinindo prioridades em um mundo pós-crise.

E os traders? Continuam obcecados com spreads de 0,1% enquanto os governos jogam xadrez com orçamentos de trilhões. Ironia ou inevitabilidade?

Broader definition of security to include cyber defense, infrastructure, and borders

As part of the new framework, the UK will broaden its definition of security spending beyond traditional defense to include border protection, critical infrastructure, and supply chain resilience. Starmer’s office said that factoring in these additional categories, the UK will hit 4.1% of GDP on security by 2027.

Despite the expanded scope, the government has no current plans to increase core military spending beyond 2027. Still, the commitment envisions dedicating 3.5% to defense by 2035, leaving the remaining 1.5% for broader security efforts.

Starmer had previously presented his increase in defense spending to 2.5% of GDP as “the biggest sustained rise since the end of the Cold War.” He first hinted at further increases in an interview earlier this month.

NATO allies respond as the UK extends deadline and emphasizes strategic independence

Russia’s ongoing war in Ukraine has intensified calls across Europe to bolster defense budgets, especially with growing uncertainty around the US security posture under a potential second Trump administration.

To that end, Starmer ultimately won a commitment from the NATO Secretary General, Mark Rutte, to extend the deadline from 2032 to 2035.

Most NATO allies will accept the new target. Still, Spain won an exemption through lobbying, demanding the rate be set at 2.1%, arguing that capability, not money, matters. Germany, meanwhile, said it intended to increase its defense expenditure to 3.5% in the next five years.

The UK is also expected to unveil its National Security Strategy this week, alongside a long-awaited review of its ties with China and a new industrial plan.

According to Starmer’s office, the strategy will emphasize competitiveness in areas such as science, education, trade, and advanced technology. It includes £86 billion ($116 billion) earmarked for R&D investment to support technology growth and strengthen protection against cyber threats and sabotage.

Starmer’s office said they would become more unapologetic and systematic in pursuing their national interests, signaling a shift toward greater strategic independence and resilience.

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