自俄罗斯于2022年入侵乌克兰以来，欧洲对TNT的需求激增，但欧盟唯一的TNT生产商波兰Nitro-Chem的产能约为每年12,000吨，且约一半销往欧洲以外，使得留给欧盟的仅约每年6,000吨，而冷战结束后广泛的关厂进一步加剧了缺口。

欧盟将每年在本土采购200万发155毫米炮弹作为目标，仅此就需要约20,000吨TNT；再加上其他弹药和民用用途，总需求可能超过30,000吨——远超现有产能，并且通过从印度、越南等地进口来填补在政治上并不合意。

瑞典弹道公司（Swebal）由瑞典家族的投资基金提供€90m（$106m）资金，于12月17日获得环境许可，计划在2028年投产并每年生产4,500吨，同时在550km范围内采购投入品，厂址距阿尔弗雷德·诺贝尔旧炸药厂仅3km；并行项目包括Forcit在芬兰的€200m工厂以及捷克-希腊合资在雅典附近以€83m重启工厂，但这些在建产能合计仍暗示欧洲短缺将持续。

Since Russia invaded Ukraine in 2022, European demand for TNT has surged, but the EU’s only TNT maker, Poland’s Nitro-Chem, has around 12,000 tonnes a year of capacity and sells about half outside Europe, leaving only about 6,000 tonnes a year for the bloc amid widespread post–Cold War closures.

The EU’s goal to source 2m 155mm artillery shells at home each year requires about 20,000 tonnes of TNT alone, and adding other munitions plus civilian uses could push total demand above 30,000 tonnes—well beyond current capacity and politically awkward to fill via imports from India, Vietnam, and others.

Sweden Ballistics (Swebal), backed with €90m ($106m) from Swedish family investment funds, was granted environmental permits on December 17 and plans a plant opening in 2028 producing 4,500 tonnes a year, with inputs sourced within 550km and a site 3km from Alfred Nobel’s old dynamite factory; parallel projects include Forcit’s €200m Finnish plant and a €83m Czech-Greek restart near Athens, yet the combined pipeline still implies a persistent European shortfall.

Source: A Swedish startup wants to reignite Europe’s explosives industry

Subtitle: The war in Ukraine has brought a surge in demand

Dateline: 12月 30, 2025 05:49 上午