The same speech actually mentions energy security [0], and the new government is planning to invest a huge amount into renewable energy and a deeper integration of the european energy market.
One thing that is often left out of the international discussion of Germany's domestic policies is that we actually put a law into our constitution to limit governments from making new debt... So if the current government wants to take on new debt for Defense and Energy Transition, it will have to either do some tricks (the 100B for the military is supposed to come from a different, special pot), or change the constitution again, for which they would need the votes of the opposition.