Earlier this week the
Trump Administration released its updated National Security Strategy. (See: https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdf
) Needless to say that given the howls that went up, it was far from being
universally applauded, especially in Europe. Europe is rightly concerned that
the era of having a NATO umbrella over the continent is over. However, given earlier
commentaries coming from Vice President Vance, in particular, the document
should not come as a surprise. Trump’s policy of selling out allies and cozying
up to adversaries is all there in black and white.
I have three preliminary
thoughts on the strategy. First, it is harkening back to the America First of 1939-1941.
It focuses in on hemispheric security to the exclusion of Europe and just has
America First leader Charles Lindbergh was open to a modus vivendi with Nazi
Germany, here we have America open to a condominium with Putin’s Russia. It
certainly does not bode well for Ukraine and for that matter Israel. Further,
the strategy puts policy muscle behind Trump’s Caribbean buildup against
Venezuela. To the Trump Administration Latin America is now part of an American
economic zone.
Second, there is the
strong smell of Yalta in the document. Instead of Roosevelt and Stalin dividing
up Europe, we now have Trump, Putin and especially Xi dividing up the world into
spheres of interest. The glue holding the deal together is economic self-interest.
Where Taiwan fits into this over the longer term is very ambiguous.
Third, there are some
hard policy realities behind the document. Europe has the ability to defend itself
against Russia; it only lacks the will. Russia remains bogged down in Ukraine
after more than three years of war indicating it is not as strong as once
thought. If Ukraine can hold its own against Russia, so too can a much larger
Europe.
What perhaps pissed
off Europe the most was that the document called out its “civilization decline.”
Unfortunately, that is the reality, and Europe has to recognize that advanced
welfare states cannot run a policy of open borders without severe consequences.
Simply put, in a generation Europe will not be the Europe of history. Net net,
the policy calls for the U.S. to be an offshore balancer with respect to the
world outside of Latin America. (See:
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