Patrick Wintour in the Guardian thinks that NATO was founded on the defence of shared values and that a parting of the ways with the US may now be inevitable because of the American turn towards a populism that shows more sympathy for Russia than Europe. But NATO was never about the defence of democracy or nebulous freedom, as should be clear from the authoritarian dictatorships than it happily accommodated at various times (Portugal, Greece and Turkey). It was about the restraint of the USSR and (covertly) a mutual defence pact against communist success in domestic Western European politics. The Ukraine War has shown Russia to be a paper tiger that offers a negligible military threat to Europe and none whatsoever to the US. Everybody knows this and security arrangements will adjust accordingly. For all the urgent talk about increasing defence spending, the secular trend of a decline will continue once the war has ended. Wintour's emphasis on a "firewall" against populism indicates that the political dimension will remain uppermost in the minds of the European political establishment, but you can be sure that this won't be limited to excluding the far-right. If anything, absorption of the far-right is on the cards.
Trump's intervention has called into question the rules-based order, but this ignores that the USA has always refused to accept that the rules applied to it as the hegemon, and has done so regardless of who was in the White House. The ultimate rule has always been that might makes right. As Wintour continued later: "Sir Alex Younger, a former head of M16, argued Trump had ushered in a rules-free amoral world order in which the only commodity that mattered was raw power. “We have moved from a world of rules and multilateral institutions to strongmen making deals over the heads of weaker, and smaller countries,” he said. “This is our new world. This is Donald Trump’s world. The key psychological pivot we have to make is to that world. We are not operating in a systems world any longer, but an incentives world.”" While liberal commentators fulminate about appeasement and the 1930s, the more useful historical analogy for the slow erosion of NATO is the gradual dismantling of the Concert of Europe across the nineteenth century. We are moving from the age of Metternich to that of Bismarck, as realists have been insisting since the fall of the Berlin Wall, contradicting the many liberals proclaiming a perpetual peace.
But the value of the parallel is less to do with the notion of great power rivalries or "carve-ups" after 1848 than in the idea of a looming "policeman" guarding against disruptive tendencies which persisted beyond the end of the Concert. Then the threats were republicanism, national self-determination and socialism; now they are mass immigration, DEI and socialism (the one consistent spectre). Vladimir Putin's foreign policy has always aimed to revive the idea of Russia as a civilisational bulwark against the decadent West, an idea that owed as much to Tsar Nicholas I as Comrade Stalin, and he has found common cause now not just with J D Vance and other authoritarian conservatives but with native movements against le wokisme and immigration. If nothing else, it is amusing to see the confusion of groups such as Blue Labour as they simultaneously advocate the staunch defence of Ukraine and hob-nob with American reactionaries. This highlights the extent to which European politics over the last 30 years has been a "vacation from history", complacent in the face of geostrategic shifts - the decline of Russia and the rise of China - and obsessed with the parochial reconciliation of liberal economics and social conservatism. The early signs are not promising that the Trumpian disjuncture will lead to much more than regular meetings and portentous communiques.
If the United States believes that the greatest threat to its global hegemony is China, and if it also believes that its interests in the Middle East are best served by the regional defeat of Iran, then Russia would be a far more useful geostrategic ally than Europe, despite its relative decline. There is an obvious congruence of interests. Putin's is to weaken US support for Europe and to fragment the interests of the European states in order to give Russia more latitude in its "near abroad". But that is a strategy born of weakness, a weakness made all too apparent in Ukraine. The expansion of NATO and the EU to include Eastern Europe and the Baltics means that Russia has already lost the geostrategic battle over spheres of influence. It also means that while the US will ignore Russia intimidating Ukraine, it holds the monopoly on intimidating NATO members, as Romania is finding out. The likely failure of Europe to offer Ukraine any meaningful "security guarantees" simply reinforces the fact that the country was never seriously considered for membership of the EU and its dismemberment is not seen as an existential threat to the European order. The withdrawal of the US is a threat to Europe, but this should be seen more in terms of the reconfiguration of capital relations than in the disappearance of a security guarantee.
One of the more useful comments on the last few days came from Yanis Varoufakis in his "leftist jester at the court of liberalism" role. Amid the tearful hyperbole and wild prescriptions in the Guardian, he focused on Trump's economic-cum-geostrategic plan: "His tariffs are a negotiating tool to get foreigners to revalue their currencies, to swap their holdings of short-term for long-term US debt, and to magnetise European chemical and mechanical engineering conglomerates (eg BASF and Volkswagen) from a stagnating Europe to a boisterous United States." This is a view implicitly shared in the more considered capitalist press, which has been concerned by European industrial and technological stagnation for over a decade. As Gideon Rachman in the Financial Times put it: "Europeans need to start preparing fast for the day when the US security guarantee to Europe is definitively removed. That must involve building up autonomous defence industries. It should also mean a European mutual defence pact, outside Nato, that extends beyond the EU — to include Britain, Norway and others" (but not Ukraine, you'll notice).
The US demand for European states to increase defence spending is self-interested, but not in the simplistic sense of "burden-sharing": there is no appetite in Washington to reduce American defence spending, as the priorities of Elon Musk (a major recipient of Pentagon money) make clear. Rather Washington expects much of that increased European spending to be directed to American arms manufacturers. Trump's executive order to suspend enforcement of the Foreign and Corrupt Practices Act (FCPA), which was passed in 1977 in the wake of the Lockheed arms scandal, is a signal that every means will be used to boost the interests of American capital. Europe is not so much a geostrategic theatre as a developing market in this perspective. The approach that the US will take will be informed by the standard operating practices of its multinationals, particularly those in the energy and mining sectors: coercive extraction of natural assets (already the price being asked of Ukraine), the demand for impunity from local laws and regulations (Vance's attack on Europe's legal integrity was pretty transparent), and the completely unfettered mobility of capital. No wonder Amazon, Meta and the like are on board with the administration.
The strategic issue for the UK is not the percentage of GDP that is devoted to defence - the mooted rise to 2.5% - but the use it is put to. An aircraft carrier in the South China Sea isn't much use for the defence of Europe, let alone Ukraine, and it wouldn't make that much difference to the US strategy in East Asia and the Pacific either. What does matter in Washington is Airstrip One and its forward operating bases in Cyprus and Diego Garcia. If the wars in Iraq and Afghanistan achieved anything, it was to convince the Pentagon that the British military is at best of marginal use and at worst a positive burden, but it has some nice real estate. Integrating them more closely operationally would best be achieved by buying American arms, rather than trying to maintain an independent arms sector that is obliged to sell to American clients like Saudi Arabia to keep afloat. The challenge then is not simply to the Treasury to find more money, but to the coherence of British Atlanticism, hence the attempt by Paul Mason to reimagine NATO as a British-led coalition that can reassure the US that the European flank is well-guarded, and incidentally to recast Keir Starmer as a modern Ernest Bevin (the parallels made with Harold Wilson as recently as 6 months ago now appear laughable, but drawing a line to Bevin seems much more risky given Ernie's well-known anti-Zionism).
Everyone agrees that Europe needs a major economic stimulus, and many have noted how the Russian economy has adapted to sanctions (an extreme form of tariff) and being put on a "war footing". Some thought that the green transition would provide this stimulus, but the decision of the centre-right to opportunistically oppose much of it (largely at the prompting of the reactionary press) has made that politically problematic. Likewise, there is no consensus on large-scale investment in public infrastructure, particularly public housing, even if specific business-friendly projects, like a third runway at Heathrow, will get state backing. In this climate, "building up autonomous defence industries", as Rachman suggests, makes sense. This doesn't necessarily herald a return to what David Edgerton, in the British context, referred to as the Warfare State, let alone to Paul Mason's daydreams, but it does provide a programme, likely to be acceptable across most of the political spectrum (e.g. including the German Greens), for a major domestic industrial stimulus whose costs can be funded by a combination of collective EU bonds (the same mechanism that many on the left proposed for the green transition), public spending cuts and higher taxes, but without jeopardising the dominance of capital markets or property prices. That Keir Starmer and Rachel Reeves immediately spotted the political opportunity this presents explains the alacrity with which the PM announced "our" readiness to once more put boots on the ground.