ESA's launch cadence does not permit populating a LEO constellation. On this, currently, America has a monopoly. (Soon, I expect, to be shared with China.)
[1] https://en.wikipedia.org/wiki/Comparison_of_orbital_launcher...
You're correct. But ESA isn't developing a mass-manufactured ELV, either. Themis is basically rebuilding Falcon 1, Prometheus a methalox Merlin.
Nothing ESA is doing generates launch independence from America (or China) in respect of LEO constellations or a war in space.
(That said, I think reusable super-heavy launch, e.g. Starship, will render both mass-manufactured ELVs and these Falcon 1/9 siblings obsolete.)
ESA now has the ability but my comment was specifically pointing out that ESA absolutely should have the independent ability to launch equipment.
https://www.satellitetoday.com/launch/2024/10/07/spacex-laun...