Euro MIC is going to skyrocket (and already is skyrocketing).

USA has proved to be too unreliable and it pulling away from NATO is not unthinkable, based on US internal politics chaos. Europe has relied of "USA will back us up with weapons and material in case Russia tries something stupid" but now they have realized that that is too uncertain.

So now they are massivley increasing their military industries. New factores opened, old production upramped... They are preparing for the continuity that US will shit it's partnerships and won't help in time of need. Euros HAVE TO upgrade their military productions to be self-sufficient.

This is bad news for US MIC, because as Euros improve their own weapons production, US MIC will lose customers. That's billions worth of weapons sales lost. And with that comes the loss of US political soft power.
There will be a time when Euros can just ignore US requests/demands because they are no longer dependent on their military aid.
It is utterly retarded way of handling foreign policy from the US. They are harming their own long-term strategic intrests with this shit.