Vance addressed the continents’ hostile stance on freedom of opinion. He suggested Europe is becoming the enemy they opposed during the Cold War, and with elections coming, challenged Europeans to step up and take charge of their own defense. Vance also argued that the most urgent issue shared by all nations at the conference was mass migration.

Europe is Not Unified

 Incidentally, in late 2024, Global Security Review (GSR) published an updated independent assessment of European political uncertainties. It shows that JD Vance’s statements made in February 2025 were factual and fully grounded, even if inconvenient.

The governments of France, Germany, and the United Kingdom are fractured and dysfunctional. Another late 2024 GSR independent assessment of an endgame in Ukraine suggested an uncomfortable realpolitik-driven negotiated settlement, even before the Trump administration offered its plan after the Munich Security Conference.

That suggests two observations. First, the complete terms will never be made public but are already known to powerbrokers. Present neutrality of Russian forces in Transnistria and a lack of attacks on Ukrainian leadership suggests some form of agreed limitation of the conflict. Recently both Vance and Secretary of State Marco Rubio remarked on Zelensky’s duplicitousness. Apparently, he would agree to terms in meetings and then lie to the media about them. The ostentatious way Zelensky ended up confronting both President Donald Trump and Vice President Vance in the Oval Office, despite the rather realistic and transactional path to settlement, only reinforces this assessment.

The indignation and moral outrage over the conflict is mostly performative for the media and the public. It gives governments cover to prolong the conflict by providing aid, winning elections, and increasing the size of their bureaucratic apparatus, along with the corrupt mechanisms endemic to Ukraine. What online outrage does not do is enable a negotiated settlement of hostilities.

After the White House debacle, President Macron arranged an emergency meeting. While President Macron again pushed for “strategic autonomy” for Europe, the emergency meeting again showed that other European countries are not getting on the France bandwagon just yet. Together with the UK, France is the most likely to send troops to Ukraine, an idea that both Germany and Poland loathe. Italy is attempting a pragmatic balancing act between Europe and the US. Regrettably, the Baltic and Nordic countries, who are the frontline against Russia and invest the most in their defense, were not represented in a meaningful way.

Second, the claims of America “abandoning” Kyiv are hyperbolic, counterfactual, and premature. This is an ongoing negotiation. The facts are clear. The US provided 0.6 percent of its 2021 GDP to Ukraine and more than $160,000,000,000 in financial assistance and munitions, just about half of all assistance Ukraine has received. This aid, unlike European aid, has no strings attached and no expectation of repayment. The US also secured billions in loans from various banks for the benefit of Ukraine.

Meanwhile, the US is strategically overextended and incapable of matching the more immediate threat (China). The Trump administration understands this. Many Americans know this, too, which is why 72 percent of registered voters want a negotiated settlement. That does not mean President Trump is surrendering to Putin or “abandoning” Europe. Nor does it make him a tool of Putin.

The West is in a bad strategic and operational position. Even after three years of supporting the Ukrainian war effort, weapons production across all North Atlantic Treaty Organization (NATO) member states cannot meet demand, let alone stockpile in case of war in the Pacific. While many speculate that Russia is in bad shape and is showing indicators of economic decline, they are stronger than Ukraine and its immediate neighbors.

For the West there are only two alternatives to a brokered peace: a dramatic escalation led by American conventional forces and resources or continuing to feed the war of attrition. Neither is a good scenario for the Ukrainian people who are dying by the thousands. President Trump understands this fact.

The Future of NATO

How Europe responds to the US remains to be seen. There are deeper fractures within and between the UK, France, and Germany than mainstream observers realize. The only ones significantly expanding their militaries and cooperating with the US are Poland, the Baltic states, and the Nordic countries.

As for the United States’ participation in NATO, it should be scaled back over time and be contingent on shared values with partner nations, especially when it comes to freedom of conscience and speech. Countries like Denmark, who believe Russia will invade Europe in 5 years, should expand their militaries and demonstrate not only commitment to liberal values but self-defense. The United States cannot fund its welfare state and those of Europe. Americans are not that wealthy.

American involvement in NATO should be primarily limited to (1) logistics (air and sea transport to Europe); (2) support in the form of weaponry, materiel, and war support materiel; (3) maintaining freedom of the seas; and 4) developing missile defense systems that can serve American and, when purchased, NATO. The United States also has unmatched space capabilities.

There should be no expectation of American boots on the ground simply because Europe neglected its security obligations for nearly 30 years. While there is still immense value in joint training and cooperation, the US should be seen as a rear guard and a last resort force. American taxpayers should not be the primary funder and provider of military forces and capability for Europe.

It is difficult to expect any long-term peace to be possible so long as NATO serves primarily as an anti-Russia platform funded by the United States. Europeans need to solve their own problems without vilifying the United States for solving American problems first. This means Eastern Europe needs to secure the buy-in of countries like Italy and Spain, who do not feel the Russian threat. As Vice President Vance suggested in Munich, Europeans must reflect on what they are defending and not just what they are against.

Europe is their continent and their home. It is their responsibility and duty to be the primary protectors of their individual nations and European society. Unfortunately, Europe does not appear to be ready to make a unified effort. Nonetheless, the proposal by the newly elected German chancellor, which calls for France and the United Kingdom to share their nuclear deterrent, might be a first concrete step in the right direction.

Michael Fincher is a Fellow at the National Institute for Deterrence Studies. Christophe Bosquillon is a Senior Fellow at the National Institute for Deterrence Studies. He has over 30 years of international experience in general management, foreign direct investment, and private equity and fund management across various industries in Europe and the Pacific Basin. The views expressed are the authors’ own.

The US and Europe: A Reality Check was originally published on Global Security Review.

Total NATO military expenditures for 2024 are estimated at $1.474.4 trillion. As Russia grows increasingly assertive, many on both sides of the Atlantic are wondering how NATO member-states will step up and contribute to the continent’s defense.

To withstand a Russian attack, NATO must plan for between 35 and 50 extra brigades of 3,000–7,000 troops each—adding 105,000–350,000 soldiers. Germany must contribute 3–5 extra brigades or 20,000–30,000 combat troops.

Protection from air attacks is a major German and Eastern European vulnerability. Former German Defense Minister and current President of the European Commission Ursula van der Leyen recently emphasized the need for Germany, under its new defense plans, to quadruple its air defenses. That includes Patriot missile batteries and shorter-range systems to protect bases, ports, and railway transportation systems.

Should Russia attack NATO, hundreds of thousands of troops, together with tanks, equipment, and ammunitions, will have to make their way to the eastern front through Germany. Preparations for war with Russia indicate that Poland, the Baltics, and other Eastern NATO allies are primary targets, but so is Germany. During the Cold War, Germany had 36 Patriot missile air defense units. The count is down to nine—after donating three to Ukraine. Berlin just ordered four Patriot missile units at a cost of 1.35 billion euros.

The United States spends about 3.5 percent of its gross domestic product (GDP) on defense, but the Congressional Budget Office projects that will fall to 2.5 percent by 2034. NATO member-states recently issued a joint communique that said, “We reaffirm that, in many cases, expenditure beyond 2 percent of GDP will be needed in order to remedy existing shortfalls and meet the requirements across all domains arising from a more contested security order.”

The Baltic states are adamant about the need for increased defense spending. Tuuli Duneton, Estonia’s Undersecretary for Defense Policy, praised the 23 NATO member-states who now meet the 2 percent spending target. She suggested raising the spending goal to 2.5 to 3 percent.

Pointing to NATO’s “capability gaps,” Lithuanian Defense Minister Laurynas Kasčiūna stated, “We’ll start to talk at least about 2.5 percent as a floor,” pointing to NATO’s “capability gaps.” He added, “When we analyze what the countries need to develop soon, for a decade maybe, it’s not even 2.5 percent. It’s not even 3 percent. It should be more if you want more air defense systems, if you want more long-range strike capabilities.”

NATO plans focus on logistics, troop movement, and cyber defenses in preparation for conflict with Russia. After NATO’s plans for the biggest defense upgrade in three decades were agreed upon last year, now is the moment of truth: the minimum defense requirements to meet these plans were sent to national governments, highlighting significant shortfalls in air defenses, long-range missiles, troop numbers, ammunition, logistics, and secure digital communications.

Fixing these shortfalls requires billions of euros in investment. By autumn 2025, NATO aims to set binding targets for members to ensure Europe’s defense. Achieving these targets may be difficult due to budgetary constraints and differing views on NATO’s stance towards Russia.

NATO’s effort to navigate a moment of clear and present danger is made more difficult by the Herculean task of rearming. Deep industrial reconstitution and technological evolution are both needed and taking place across all value chains in all defense tech investments, including space, cyber, drones, and the role of artificial intelligence on the battlefield. Despite its current state of political uncertainty, change-adverse politicians and populations must be convinced of the need for refocusing on defense.

Europe must face a Kulturkampf in which Europeans overcome the three decades of cognitive denial about war in Europe. The biggest obstacle to the above efforts is likely to come from populations that are accustomed to generous welfare programs at the expense of defense preparations. Europe cannot tax its way out of its current problem. European taxes are already the highest in the world.

Compelling communication strategies are essential to justify the increased defense budgets. Officials need to emphasize the pan-European necessity for national and regional security. The twin brother of blood and treasure returned from a long hiatus. Making the argument to citizens becomes an even tougher sell if conscription across Europe is required to mobilize hundreds of thousands of troops to fight.

Asking ordinary citizens in Western or Southern Europe whether they are willing to die for Ukraine or Lithuania or even Poland will likely draw a negative response. Not all European populations seem willing, able, and ready to fight as nation-states united under the concept of pan-European patriotic defense. Those now leading the effort de guerre are found among Poles, Balts, and, in no small part, the newly energized Nordic countries.

In short, if Europe wishes to survive, it must adapt, deter, and defend itself now. Waiting will only add more blood and treasure to the bill that must be paid.

Christophe Bosquillon is a Senior Fellow at the National Institute for Deterrence Studies. He has over 30 years of international experience in general management, foreign direct investment, and private equity and fund management across various industries in Europe and the Pacific Basin. Views expressed in this article are the author’s own.

NATO’s Defense Math Does Not Add Up was originally published on Global Security Review.