It’s a big day in defence. Keir Starmer began the day in Barrow talking about nuclear subs and will end the day in a meeting of the ‘coalition of the willing’ on the outskirts of London. But that coalition seems like it could be undermined by the European Commission’s decision to exclude non-EU arms makers from the bloc’s new €150 billion defence fund. Officials are keen to stress that this is not a done deal yet, but this would be a massive blow for the UK (and the US) and a big win for France. With Europe rearming, who stands to benefit? And what should we expect from the meeting of military officials later today?

Oscar Edmondson speaks to James Heale and Eliot Wilson, former clerk to the House of Commons, including on the Defence Committee.

Produced by Oscar Edmondson.