Well, right now they lack that capability and don't show any interest in it, so why would anyone in the EU even bother working on the things that would use it, like, LEO megaconstellations (ie Starlink or Starshield alternatives)? They also miss out on business building out such constellations from other companies. Amazon bought up a bunch of Ariane 6 launches, but obviously in the long term they'll be shifting to something which can potentially be more cost efficient like New Glenn.
