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.

Professional diplomats in the United States and its North Atlantic Treaty Organization (NATO) allies might have wondered if this was an unrehearsed skit from Saturday Night Live.  Only Alec Baldwin playing the role of Trump was missing. Allies do not talk to each other like in front of the media.

It was clear that Trump and Vice President JD Vance expected to have a pleasant conversation in front of the cameras, have a nice private lunch, and then publicly sign a mineral deal with President Zelensky. They did not expect the pushback and demands that came near the end of the conversation. As a famous French diplomat once said, with respect to another diplomatic blunder, it was “worse than a crime. It was a mistake.”

Zelensky ended up being unceremoniously escorted out of the White House without lunch or a deal. The agreement that would allow the United States to mine rare Earth minerals in Ukraine was that it would repay the United States for the more than $160 billion that American taxpayers have invested in Ukraine’s defense. Profits from American mining operations would also help rebuild Ukraine. American businesses operating in Ukraine would also offer de facto security guarantees to Ukraine. Absent such an agreement, it was feared that China may partner with Ukraine to mine these critical minerals.

While President Trump is likely genuine in his desire to see the killing end and Ukraine rebuilt, Ukraine is only a small part of a larger strategic game the United States is playing. The Trump administration believes that Europe is no longer the strategic pivot of international relations. Instead, the focal point of American diplomacy and military preparedness is the Far East, with a rising China as the main adversary standing in the way of American global leadership and international influence. Europe is a secondary theater of operations, and it is time Europeans bare the burden of their own defense.

This view is a tectonic shift in American focus, but understandable. China has ambitions that go well beyond military and political competition with the United States in China’s backyard.

China’s global strategy of multi-domain competition with the US includes all spheres of power and influence. Its tool kit includes explicit challenges to the United States in the development and deployment of nuclear weapons, the military use of space, artificial intelligence development, cyberwar, and economic influence.

China’s ambitious naval expansion may fall short of driving the US Navy from the high seas, but its combined arms approach to anti-access and area denial (A2AD) in East Asia is intended to deter and, if necessary, defeat any power that would oppose China’s mastery of its immediate sphere of influence, including Taiwan.

Nevertheless, recognition of the threat posed by a rising China does not invalidate the strategic significance of events in Europe. America’s commitment to the defense and security of a free Europe is not transactional, it is existential. This is embodied in the NATO alliance.

NATO is the result of symbiotic relationships among democratic states that provide collective security within a context of political freedom. Ironically, this is why JD Vance’s challenge to European allies at the Munich Security Conference was so interesting. Vance noted that the United States and Europe are linked, not only by procedures and financial commitments, but also by shared values, including free speech. He rightly urged the European members of NATO and the European Union to enhance their commitments to free speech that, in his view, are in decline across Europe.

Russia’s aggressive war against Ukraine, with its objective of destroying Ukraine’s armed forces, economy, infrastructure and its viability as a state is clearly grossly immoral. But evil in the world is nothing new, nor is it incumbent on the American taxpayer to fund every effort to eradicate all evil in the world. American efforts to impose liberal democracies where they do not exist has a poor track record of success.

Europe was the cradle of American civilization, but Americans fled Europe because of religious persecution, a lack of economic opportunity, and other reasons that are inconsistent with freedom. Doubtless, Zelensky and other European politicians drive their American partners crazy at times. During the Second World War, Charles de Gaulle drove British Prime Minister Winston Churchill and Supreme Allied Commander General Dwight Eisenhower to distraction.  But the imperious de Gaulle was the symbol of French nationalism for those who opposed Germany and the Vichy regime.

An American abandonment of a free Europe would leave Europe to repeat its past mistakes, which the continent has repeated over and over and over again. Zelensky is far from an ideal partner. However, a Ukraine swallowed by Russia will result in a less stable Europe.

Vladimir Putin clearly sees a free Ukraine as a political and economic threat to Russia.  He denies that Ukraine is a distinct civilization or country. He constantly refers to Ukrainians as neo-Nazis. A negotiated settlement will not change this perspective. Any agreement with Putin must follow President Ronald Reagan’s dictum, trust but verify.

Ironically, one outcome of the war between Russia and Ukraine is the enlargement of NATO with the addition of Finland and Sweden. Thus, NATO added considerable strategic depth and an ability to prevent Russian ships from leaving port in the Baltic Sea. Without the United States, European NATO may waiver. In the end, President Trump’s efforts to push European states to play a larger role in their own security are important, but they should never lead to an American departure from the Alliance.

Stephen Cimbala, PhD, is a Professor at Penn State University at Brandywine and a Senior Fellow at the National Institute for Deterrence Studies.

Trump and Zelensky: Bad Manners or Strategic Disaster? was originally published on Global Security Review.

Prior to their defeat, the UK’s Conservatives advocated for raising defense spending to 2.5 percent of gross domestic product (GDP) by 2030, higher than NATO’s existing 2 percent goal for member states. Their 14-year record left much to be desired with programs cancelled, defense investment waning, and the British armed forces nearly “hollowed out.” Enter Labour, which also pledged to spend 2.5 percent of GDP on defense, subject to streamlining government finances. With an unwavering commitment to NATO and the UK’s nuclear deterrent, such an increase may be possible.

However, Labour’s immediate decision was to declare a “strategic” pause on the 6th-generation aircraft program whilst they investigate its feasibility. Chief of the General Staff General Sir Roland Walker predicted that Britain must be ready within three years to fight a war against an “axis of upheaval” of China, Iran, North Korea, and Russia. And when delivering his closing keynote address at the Royal United Services Institute (RUSI) Land Warfare Conference (2024), Walker declared that he intends to double the Army in three years and triple it by 2030.

In France, foreign and defense policy are reserved for the president. However, it is the parliament that controls the purse, which is problematic when the president’s party does not hold a majority in parliament—the case for Macron. Because Macron was concerned with the strong showing of the “far right” National Rally in European Parliament elections, he abruptly dissolved the French Parliament, calling for constitutionally scripted elections in two rounds, for its 577 members (called “députés”) to be renewed.

The first round saw the National Rally come in first place, followed by an improvised grouping of “far left” communists, socialists, and greens, with Macron’s centrist party shrinking and the center-right Les Républicains barely surviving. Tactical voting in the second round had Macron’s party and the hastily coalesced left mutually desist to prevent the right-leaning candidates from reaching an absolute majority. This resulted in a hung parliament, with no pathway for coalitions leading to an absolute majority from which a prime minister could be selected.

Because of France’s election outcome, Macron might wait until September to nominate a prime minister. No one knows from which party the prime minister will come. The key is choosing a person who can ensure the government survives any parliamentary motion to terminate the government. Thus, it remains unclear how the potential ungovernability of France, until the 2027 presidential election, may affect defense policy.

The European Parliament’s swing to the right weakened German Chancellor Olaf Scholz’s Social-Democrat Party and his Green Party allies. Former German defense minister, Ursula von der Leyen, recently won reelection to the presidency of the European Commission by a more comfortable margin than five years ago, grabbing the vote of Green Party members. She pledged to implement the Green Deal, albeit in diluted form. Von der Leyen also received support from Italian prime minister Georgia Meloni, who leads the right-wing coalition immediately on von der Leyen’s right, though not as “far” right as the coalition led by French National Rally’s Marine Le Pen and Hungary’s Victor Orban. As president of the European Commission, von der Leyen offers strong support for Ukraine, and stronger European defense—in areas where the European Commission can sway what national governments plan and implement.

At the NATO 75th anniversary summit in Washington, DC, the national leaders of member-states issued a plan for the next year, calling Ukraine’s path to membership in the alliance “irreversible.” That statement follows a document issued by NATO at the 2023 Vilnius, Lithuania, summit. For NATO accession to start, a country should not be involved in on-going conflict. So even if the NATO accession process could be accelerated for Ukraine, it is unlikely to happen any time soon. Ukraine’s president, Volodymyr Zelensky, was not given an accession schedule.

In February 2024, at the annual Munich Security Conference, long before his selection as Donald Trump’s running mate, Senator JD Vance rang alarm bells among Europe’s political and foreign policy elites when he voiced his opposition to military aid for Ukraine and bluntly warned that Europe will have to rely less on the US to support NATO. Political rhetoric has a place in American elections, but the fact is, American presidents change their views as resources tighten.

Regardless of whether Donald Trump or Kamala Harris win the White House in November, the United States faces fiscal constraints in the years ahead because it faces a national debt that now exceeds defense spending. A perfect storm driven by the “Axis of Upheaval” may absorb American capability in the Indo-Pacific while the US is stretched thin elsewhere.

Europeans may signal which candidate they perceive as more hostile to their interest, but it is the geopolitical and budgetary math that ultimately shapes the nature of alliances. Unless Europe tackles the harsh reality that it must take its own defense seriously, French President Macron will be proven right after he once argued that it was not only an issue of sovereignty, but a matter of survival for Europe. How that works politically and fiscally is for Europe to figure out.

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 in this article are the author’s own.

Political Uncertainties Are Affecting Europe’s Defense Buildup was originally published on Global Security Review.