We can predict Trump’s military policy. Here’s how Europe must react
We now know the main strategist in US President Donald Trump’s administration will be Elbridge Colby, nominated as undersecretary of defense for policy.
Colby is one of the most outspoken and transparent policy leaders in the Trump team, so European capitals can easily assess his worldview and likely moves. They must appreciate his perspective, which prioritises China as the United States’ main threat, and so they must do more in terms of defence.
From my own interactions with him, here is how I understand his big-picture assessment:
First, China is the ultimate threat to the US. China is an urgent threat, as it is outpacing the US in many key indicators and is clearly preparing for a global war. China could win such a war against the US, whereas other countries couldn’t.
Second, Colby believes the US is overstretched strategically and militarily. The US has overpromised security in many places and does not have the capacity to deliver on all its commitments. So it must prioritise. Almost everything the US will do strategically and militarily must be aimed at countering China and deterring it from launching a kinetic war.
Third, many US allies, from Europe to East Asia, are asking for US protection but not sufficiently funding their own defence, in Colby’s view. Defence spending of two percent of GDP in Europe or Japan is clearly not enough given current strategic threats.
The US defence industry base is weak, underfunded and poorly managed, Colby believes. It must be boosted and put on track, with a focus on building up the military power of the US and of core allies, power that is needed to confront China.
This world view of the incoming undersecretary will shape Trump’s expectations of European nations, and it suggests what they should do.
First and foremost, European defence spending must at least double. Trump has indicated a target of 5 percent of GDP, but only Poland is on track to reach it soon. Most NATO allies are only just finally meeting the 2 percent, deep-peace era minimum of 1990s.
Northern, central and eastern European countries—which have real fears of a possible Russian military attack—are urgently boosting their defence spending. For them, 4 percent sounds realistic.
Yet many western and southern European NATO members—facing economic problems and lacking the such fear of Russia—will surely reject such high spending targets. This may create a rift inside NATO between the eastern flank states and the rest of Europe. We may see Trump’s threats last year come to reality—that the US will protect only allies who spend enough.
Second, European states must expect that the war in Ukraine will be almost entirely their problem, not a transatlantic issue. If rich European states want Ukraine to survive, they must put their money where their proclamations about the epoch-deciding Russian war in Europe are. European capitals should offer to buy US weapons and ammunition for Ukraine. This is a deal the Trump administration may accept in exchange for its continued support of Kyiv.
European states need to send significant equipment and ammunition reinforcement to Ukraine for its immediate defence and to hold any potential future frozen contact line in its territory. If European NATO countries don’t, we will just keep watching Russia destroy brave yet exhausted Ukraine piece by piece.
Third, central and eastern European states should see a chance to transform themselves from beggars for US protection to active supporters of the US in its primary theatre as it confronts China.
To be valued in global US military strategy, they need to lift defence spending to between 4 and 5 percent of GDP and scale up their arms industries to reinforce their own forces and Ukraine’s. Moreover, they should become involved in East Asian security, giving Washington another reason to care about them as they face the Russian threat. They could, for example, help train Japanese, South Korean, Philippine or Taiwanese soldiers in such areas as cyber, coast guard, air defence, military logistics and civil-military preparations.
NATO’s eastern flank is preparing for a large defensive war against Russia, while East Asian states must change their defensive postures considering the threats from China, Russia and North Korea.
We can expect the Trump administration to focus on deterring China from taking hostile action against Taiwan. So that is where smaller central and eastern European allies should look to help. They can provide direct political support. They could put particular effort into training Taiwanese troops on US soil, and they could build many thousands of drones for a US strategy of turning the Taiwan Strait into a hellscape for a Chinese invasion force.
Trump, and Colby, would be pleased.