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Defense & Security
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Trump wants Ukraine to give up the Donbas in return for security guarantees. It could be fatal for Kyiv

by Rod Thornton , Marina Miron

There is a major sticking point often overlooked in the ceasefire negotiations between Ukraine and Russia currently being held in Abu Dhabi. This relates to the fact that, as part of any agreement, Kyiv is being asked to give up the entire Donbas region in eastern Ukraine. If it does so, it will also be giving up the strategic positions that have prevented major advances by the Russian military for many months now. This is the significant line of defensive fortifications across the Donbas, known as the “Donbas line”. It’s Ukraine’s equivalent to the Maginot line of forts which were France’s main line of defence against Germany before the second world war. The “Anchorage formula” agreed by the US president, Donald Trump, and Russia president, Vladimir Putin, in Alaska late last year calls for Ukrainian forces to abandon the areas of western Donbas they currently hold. Washington is now talking up the idea of establishing a “free economic zone” or “de-militarised zone” which would cover the whole of the Donbas, including those portions currently occupied by Russian forces. This would mean Ukraine abandoning the Donbas line. The system integrates at least seven distinct defensive layers that any attacking force must penetrate sequentially to achieve effect. These include minefields, anti-tank ditches, anti-tank obstacles (“dragons’ teeth”), bunkers, trench lines and anti-drone defences. Such obstacles can either physically halt assaulting Russian forces or “canalise” them into swampy or otherwise impassible ground or into pre-arranged kill zones, wherein fires (mortar and artillery) can be used to destroy Russian formations. One of the most critical lines runs through the embattled town of Pokrovsk, which has been under constant Russian assault since early 2025. Lose Pokrovsk and the Ukrainians will then more than likely also lose the important city of Donetsk. Thus, Pokrovsk has been referred to as the “gateway to Donetsk”. The Donbas line took years to build and to perfect. It is very sophisticated. It would be a massive strategic blow for the Ukrainians if they were forced to give it up and pull back. In essence, the Russian demand that Ukrainian forces vacate the western Donbas can also be seen as a demand that they likewise give up, in the shape of this Donbas line, their one true means of protecting not only the western Donbas but also, arguably, the whole of the rest of Ukraine. Who can be trusted? If Kyiv were to accede to Russian demands and abandon the Donbas line, then this would only help bring about a lasting peace if, of course, trust could be placed in the Russians to keep their side of the bargain. They would need to cease all their assaults across Ukraine and themselves “de-militarise” the area of the eastern Donbas they currently control. But Putin has a history of reneging on deals. Anything agreed now by Kyiv in Abu Dhabi is likely, as respected Washington-based thinktank the Institute for the Study of War points out, to suffer the same fate. This seems to certainly be the view of many on the Ukrainian side. As Ukraine’s president, Volodymyr Zelenskyy, himself recently put it, “I don’t trust Putin”. He has good reason for doubting the Russian president’s bona fides. Russia was a signatory to the 1994 Budapest Memorandum alongside the US, UK and France by which those powers provided assurances for Ukraine’s sovereignty and territorial integrity in exchange for Kyiv giving up its arsenal of nuclear weapons. This didn’t stop Russia invading. Nor did the two Minsk accords in 2014 and 2015 which aimed to stop the fighting between Russian-backed separatists and the Ukrainian military in the Donbas region. In the event of any peace deal being struck between Moscow and Kyiv, Ukraine’s western allies have offered what they are calling “robust security guarantees”. These would be provided by a “coalition of the willing” made up of more than 30 countries, mainly from within Europe. What’s on the table In terms of what these promises might actually mean, there is a proposal for a three-tier mechanism. A Russian breach of the ceasefire would initially trigger a diplomatic warning, as well as allowing Ukraine to respond militarily. The second tier would be provided by the coalition of the willing, primarily the UK and France, which plan to send troops to Ukraine as part of the deal, but also many EU members plus Norway, Iceland and Turkey. The third tier would be a military response from the US. But it’s been reported that the US has made its participation in any security guarantees contingent on the agreement of a ceasefire deal which gives Russia control of the “entire Donbas region in eastern Ukraine”. A further issue here is that Moscow is unlikely to agree to the presence of any Nato troops as official security guarantors. Moscow has said as much, insisting that any foreign troops in Ukraine would be a “legitimate target”. Would western governments forces really commit their troops into a situation where they might become targets – leading perhaps to a wider war? The whole idea of Ukraine abandoning its Donbas line is fraught with difficulties. For this is not just a question of Ukraine trading land for peace. It is more fundamentally a question of trading land and significant defensive lines for the promise of peace. The original version of the Maginot line did not save France in 1940. It was bypassed by German forces moving through Belgium to outflank the Maginot fortifications. The danger for Ukraine is that its own Maginot line could itself be bypassed if it accedes to Russian demands at the negotiating table in Abu Dhabi. Can Zelensky really give up the Donbas line that is protecting his entire country, and can he really rely on security guarantees from western states that may yet prove equivocal? As one Ukrainian official told Reuters recently, to give up remaining positions in the Donbas region would be “suicide”.

Diplomacy
Business people in searching opened the box European Union. Thinking of who what where when why and how. Asking questions for solution to solve problem, business analysis. Vector  illustration

Five ‘What to do’ for the European Union

by Ivan Timofeev

Rarely in the history of the European Union has it faced challenges comparable to the ones it faces today. Since the end of the Cold War, the EU has been on the rise. Its membership has expanded quantitatively and qualitatively. Pan-European institutions and European law have been strengthened. Diplomacy and security policy have been taking shape. The EU has gradually become more like a confederation or a federation. However, it has lacked the centralized security structures to truly become a full-fledged state or even a super-state — primarily the armed forces. The EU has remained a junior partner of NATO and part of Euro-Atlantic security architecture, where the US has played a leading role. However, the question of the EU's strategic autonomy has gradually departed from purely theoretical considerations. While maintaining its role as an economic giant, Brussels has long remained a political dwarf. The Ukraine conflict has become a powerful political stimulus for expanding political opportunities, although the preconditions for such a dynamic existed earlier. Similar incentives are emerging in other areas as well. The European Union has been forced to provide immediate answers to the eternal question of "what to do," playing on several chessboards at once. What to do with the United States? A year ago, such a question would have rarely occurred to anyone. Brussels and Washington were closely aligned on the issue of containing Russia. There was also common ground on the issue of growing competition with China. The level of economic ties remained high. Military-political integration has been revived. NATO has welcomed two new EU members — Finland and Sweden. Surprises were expected from Donald Trump. But the experience of his first term still served as an indicator of their predictability. Moreover, the European allies themselves had been moving toward Trump's demands during his previous term — increased defense spending, energy purchases from the US, a rejection of Russian raw materials and so on. However, the US president has exceeded expectations, disconcerting the EU on several fronts. These include a special position on Ukraine, territorial ambitions for Greenland (formally part of Denmark, a member of the EU and NATO), a trade war affecting EU countries, criticism of the Old World in doctrinal documents and speeches by senior officials, as well as an overt policy of force. A close ally and key guarantor of security has transformed, in a matter of months, into a cold, calculating, and unpredictable player. The EU's actions regarding the American issue have so far revealed a wait-and-see tactic. In the medium term, the plan is to "outlast" Trump. His term will expire in three years. With that, a shift in foreign policy can be expected from the new administration. That is, if the Democrats come to power. In the short term, the plan is to avoid angering the American leader, to play on his personality traits (praising his achievements, avoiding criticism), to concede on certain issues, or to present as concessions what is inevitable. These include arms and energy purchases from the US and a trade balance adjustment in Washington's favour. The Greenland issue could be resolved using the same logic. The US military has de facto controlled the island for decades. Moreover, the United States formally remains an ally of Denmark and other EU countries. Why not concede? Especially if the procedure is carried out democratically. Of course, the Danish king or prime minister is unlikely to be kidnapped by American special forces, and they are unlikely to face charges in a US federal court. But Denmark risks being outvoted in the democratic process. The EU's perception of Donald Trump could be compared to the perception of the Russian Emperor Paul I among the Russian aristocracy and nobility. Paul was renowned for his eccentricity and was extremely unpopular. He fell victim to an inevitable conspiracy by his inner circle. But the expectation that problems with the United States will be resolved after a change of leadership, similar to the case in Russian history, rests on a fragile foundation. Unlike the Russian emperor, who became a lone figure on the throne, the American president is backed by a vibrant and young team, widespread support, and a consistent ideology. Donald Trump's departure is unlikely to resolve the EU's American problem. Moreover, his young successors could cling to their ally with an even tighter grip. What to do with Russia? In EU political rhetoric, Russia occupies the position of its most important and dangerous adversary. This approach took hold after February 2022, but had been brewing since the events in Crimea in 2014. Compared to the United States, maintaining a confrontational approach to Russia in a semantic sense is easier, as the identity structures of both sides already contain established, centuries-old patterns of mutual perception as a "significant other." (Neumann, I. (1999) Uses of the Other: "The East" in European Identity Formation. University of Minnesota Press.) Regarding the United States, such patterns have either not yet been developed or have been lost. The EU's approach to Russia over the past four years has been characterized by a fairly active policy of containment. This includes the consistent severing of trade and economic ties, even at the cost of economic damage to itself; large-scale military and political support for Ukraine; remilitarization and the restoration of the military-industrial complex; and attempts to influence third countries in their trade with Russia, not to mention information and ideological warfare. The problem for the EU is that the results have largely been negative. Yes, Brussels is doing its part to keep Ukraine afloat. Yes, Russia has suffered economic damage. Yes, defense spending is rising and the military-industrial complex is slowly recovering. Yes, third countries are wary of secondary sanctions. Yes, the information machine is working. But Russia hasn't gone anywhere. Its economy has been reoriented towards other areas, and its market for EU companies has been lost. Hostilities with Ukraine continue. Russia's military-industrial complex has been deployed, and its nuclear potential makes any Yugoslavia – or Libya-style solutions futile. Russia has its own financial and informational network, which has become more difficult, or significantly more difficult to influence. The good news for the European Union is that Moscow is unlikely to be planning military expansion against the EU countries themselves. War with them makes neither political nor practical sense for Russia, although the issue of responding to hypothetical military aggression by NATO or individual member states against Russia is likely to be addressed. Moscow cannot harm the Union with trade wars, and it simply lacks the desire to seriously fight for public opinion support. Ultra-conservative forces may at first glance seem convenient for Russia. But experience shows that conservatives and populists in power are hardly helpful in close foreign policy circles. Poland is a paragon of traditional values, but it is at the forefront of Russia's adversaries. In other words, Russia is a convenient foe. It can be fought through Ukraine and pinned on it the answer to the question of "who is to blame?" But at the same time, doing all this is relatively safe for the Europeans. The tactic toward Russia is loud and wait-and-see. Loud in terms of rhetoric. Wait-and-see in the hope that the Russian side will not withstand and collapse. Fortunately, there are many who support the theory of Russia's imminent decline. The problem for the EU is that not only Donald Trump, but also Vladimir Putin differs from the aforementioned Emperor Paul I. While Brussels hopes for the fatal blow with the snuffbox, Russia lives its own life. Apparently, Washington was the first to realize this. What shall be done with Ukraine? The answer to the Ukraine question is also seemingly simple: support Kiev by all means possible. In the short term, the practical policy here is more or less clear: continue financial and military support for Ukraine in order to restore it and prevent military defeat. In the medium term, there is greater uncertainty. The key issue is resources. The confiscation of Russian sovereign assets is still theoretically possible. But even if Brussels bears the full costs of such confiscation, it will not fundamentally solve the problem. The EU faces the prospect of becoming the main donor to a large and warring state with a very specific political system. The benefits of its integration into the EU are ambiguous. Furthermore, the problem of security guarantees and the material backing of such guarantees remains. Unlike the US, the EU is unlikely to be able to demand that Kiev repay its debts through enslaving agreements and then quickly distance itself from the problem. Regarding the Ukrainian issue, the EU may try to leave things as they are, while simultaneously awaiting a change of power in the US and potential problems in Russia. Brussels apparently has sufficient resources to keep Kiev afloat for a couple of years. The EU is likely prepared to accept further material losses for the sake of political principles, just as it did when it severed economic ties with Russia. At the same time, an agreement on Ukraine would also be in the EU's interests. Yes, Kiev is losing territory, but Ukraine remains a fairly large state. It will inevitably remain within the EU's political and economic orbit. An end to hostilities with a ceasefire along the line of contact would likely be more acceptable to the EU than the large-scale, legally binding agreement Moscow is insisting on. If US policy changes and problems escalate in Russia, a ceasefire would be more convenient for a new round of the Ukraine conflict. However, experience shows that even such agreements can be violated, so a binding agreement in itself is not a major problem for Brussels. It is important for the EU that Ukrainian losses in the negotiations are minimized, and that security guarantees do not expose the EU to the threat of military escalation directly with Russia. In answering the question of what to do with Ukraine, the EU will likely have to acknowledge the "realities on the ground." If the US continues to distance itself from the Ukraine issue, and the Russian army continues to advance, delaying such recognition will increasingly devalue Brussels's course. However, a willingness to adhere to this course at any cost cannot be ruled out. What to do with China? Compared to the United States, Russia, and Ukraine, China hardly poses a pressing problem for the EU. China remains a major trading partner and market. Secondary sanctions against Chinese companies for their cooperation with Russia have not yet led to complications. On the Taiwan issue, the EU has avoided taking a leading role in anti-China mobilization. Attempts by individual member states (such as Lithuania) to assert themselves on the Taiwan issue have not found much support in Brussels, and Chinese sanctions have further dampened their efforts. The EU has generally supported the long-standing US policy of curbing China's global economic projects and Beijing's high-tech capabilities. But in reality, there is no rush to undermine the foundation of economic cooperation with China in the western part of Eurasia. Within China itself, there is a countermovement. They don't generalize the US and EU into a single West and, apparently, proceed from the idea that the interests of Washington and Brussels differ. This means that relations with the EU are not identical to relations with the US. The complexities of transatlantic relations are likely to contribute to a situational rapprochement between the EU and China. In the political sphere, this is unlikely to be excessive, but rivalry is still a long way off. Anti-Chinese voices in the EU are likely to become quieter in the near future, despite Beijing's active cooperation with Moscow. China, with its predictable political course in the current turbulent conditions, is becoming an attractive partner for the EU. There are no immediate threats from it, but the benefits are more than sufficient. It's possible that Donald Trump will pressure the EU to adopt a more coordinated course toward China. Brussels could use such demands as a trump card. However, EU diplomacy will be unable to influence Russian-Chinese relations, and the conflict with Russia will be secondary in answering the question "what to do with China." What to do with the EU? It appears that the issue of internal transformation, taking into account external challenges, remains paramount for the EU. The logic of relations with China allows for no changes for now. However, here too, the prospect of intense competition over technological security remains under the rug. This will likely require more stringent regulatory measures. Political consolidation was required in relations with Ukraine, and it has the potential to gain more ground if necessary, seeking additional reserves. In relations with Russia, even clearer demands for increased levels of control have come to the fore. The change in the procedure for applying sanctions against Russia's sovereign assets is symptomatic. Now, it will be more difficult for individual countries, such as Hungary or Slovakia, to use their veto power in EU Council votes with regards to this issue. Finally, the US maneuvers raise a fundamental question: how do Europeans ensure their own security? For now, NATO remains an ironclad structure. But NATO's mere existence is unlikely to block deeper defense cooperation within the EU. Brussels has incentives to play a more significant role in NATO, and in the long run, the alliance itself could become a US-EU pair, rather than a conglomerate of European allies centered on the US. Resolving security issues will inevitably require the EU to become increasingly centralized and directive in its decisions, and thus, to reduce the effective sovereignty of its member states. The big question is whether the EU itself and its member states are ready for such a scenario, especially given the disparity in their potential and capabilities. Could the Franco-German tandem, for example, serve as the framework for such centralization? Does Brussels have the resources and legitimacy to align member states around a unified and firm political line? Is Greece, for example, ready, and what is Estonia ready for? Will it be possible to controllingly package their approaches into a single policy line where defense and specific military risks, including the risk of a clash with a nuclear power, are at stake, not just in words but in deeds? To simplify the question even further, is the European Union ready to devolve from a confederation/federation into a de facto empire? The unification of disparate states for military-political purposes will sooner or later raise the question of an imperial component, despite the seeming impossibility of such a development, if judged through the eyes of the post-Cold War era. Moreover, beyond the US, Russia, Ukraine, and China, there are other areas of common policy. Such a structural evolution could have a far greater impact on relations with other centers of power than situational issues. "What to do with the EU" could become a fundamental question for other participants in international relations.

Energy & Economics
Trade war policy in development.United States tariffs government import taxation for Europe,to increase the American economy.Industrial Tariffs growth.Import Trade Tariffs increase.

Why has Europe under-performed and fallen behind?

by World & New World Journal Policy Team

I. Introduction The European economy is in big trouble. Szu Ping Chan and Hans van Leeuwen, the economics editors of the Telegraph, a British daily newspaper, claim that the European Continent is stuck on a path of disastrous decline. [1] As Figure 1 shows, EU share of world GDP has continued to decline from 27% in 1990 to 17% in 2024.  Figure 1: EU share of World GDP (source: IMF) As a result, EU’s GDP in 2000 was six times larger than Chinese GDP, but EU’s GDP in 2025 is expected to reach the similar level of China’s GDP as Figure 2 shows. EU’s GDP in 2000 was $3 trillion smaller than US GDP, but EU’s GDP in 2025 is expected to be over $ 10 trillion smaller than US GDP.  Figure 2: EU, US, China, Japan GDP, 2000 & 2025 (source: Alcott Global) Moreover, the Ukraine war in 2022 brought more uncertainty to Europe by creating energy problems for the European economy. Europe’s reliance on external energy sources has been a long-standing issue. The energy crisis that began in 2021, fueled by the Ukraine war and climate change, has exposed how fragile the region’s energy infrastructure remains. Skyrocketing LNG prices, unreliable renewable energy production, and Russia’s strategic use of fossil fuels as leverage have left the European continent struggling with record-high energy costs. With this information in background, this paper explores why the European economy has under-performed and fallen behind. This paper first describes the current economic situation of Europe and explains why the European economy has failed. II. The Current Situation of European Economy Europe may be a great place to live with free health care, generous welfare, and great cities. However, when we compare the economy of three major economies, the US, Europe, and China, it is obvious that the European economy is in big trouble. Europe is being squeezed by the US and China. As Figure 3 shows, economic growth has been anemic across Europe. Germany has been its worst performer in recent years. The German economy is the same size today as it was in the fourth quarter of 2019. In other words, it has had five years of lost growth. But the rest of Europe has not fared much better. The French economy is only 4.1% larger than it was in the final quarter of 2019, while Italy’s economy is 5.6% bigger. (See Figure 3.) And while Spain’s GDP has increased by 6.6% since then, this has been helped greatly by an influx of immigration that meant that GDP per capita has increased by only 2.9% over the same period. By contrast, the US economy has grown by 11.4%.  Figure 3: Real GDP (Q4 2019 = 100) (Source: LSEG, Capital Economics) As Figure 4 shows, over the period 2020-2024, the EU’s total GDP growth was 12.2% compared to 23.4% for China, 15% for the US.  Figure 4: Growth, EU, US, China, and Japan, 2020-2024 As Figure 5 shows, the EU grew only 1.1% in 2024 compared to 2.8% for the US and 5.0% for China. Figure 5: GDP growth, EU, US, China, and Japan, 2024 Moreover, when we compare the economies of two Western rivals, the US and Europe, it is obvious that the EU has grown slower than the US, as Figure 6 shows.  Figure 6: US grow faster than EU countries, 2010-2024 (source: World Bank) As Figure 7 shows, Europe’s unemployment has been higher than the US.  Figure 7: EU unemployment is higher than US, 2000-2024 As Figure 8 shows, Europe’s LNG price has been higher than US price during the 2020-2024, and higher than Asian price immediately after Russia invaded Ukraine, thereby burdening the European economy.  Figure 8: LNG price, EU, US, Asia, January 2000-January 2024 Furthermore, when it comes to new engines of growth – big tech, AI, electric cars, Europe has slipped behind both the US and China. Europe is being squeezed by cheaper imports in China and better tech in America. III. Causes of the Failure of European Economy Why has the European economy failed? According to Neil Shearing, a chief economist of Capital Economics, Europe’s under-performance has been due in part to the effects of the energy crisis following Russia’s invasion of Ukraine as Figure 9 shows Europe’s skyrocketing gas prices. [2]  Figure 9: Natural gas prices, Europe, US, Japan, January 2021- end 2024 In addition, as Figure 10 shows, energy prices in the Euro area reached an all time high of 171.75 points in October of 2022 following the Ukraine war. It decreased to 145.49 points in November 2025, but it is still too high.  Figure 10: Energy price, Euro zone (source: Eurostat) As Table 1 shows, dependence on energy imports has shown divergent trends since 2000: The US has dramatically reduced its reliance on energy imports and become a net exporter, while the European Union has maintained a high level of energy dependence, and China’s dependence has generally increased along with its enormous economic growth. The US has undergone a remarkable transformation. Around 2005, US crude oil imports reached a peak at about 60% of their consumption. Thanks to the shale revolution and growing renewable energy use, US domestic production soared, and the US became a net energy exporter in 2019. By 2024, US energy imports made up only 17% of its energy demand. China’s rapid economic growth has driven a massive increase in energy demand. As a result, its dependence on energy imports has increased significantly since 2000. China is the world’s largest importer of crude oil. While China is also the leading investor in renewable energy, which meets a portion of its growing energy demand, the absolute need for fossil fuel imports to power its industrial sector remains high. In 2024, energy imports met around 25% of their total energy demand. Table 1: Dependence on Energy Imports, 2000–2025 As Figure 11 shows, the EU consistently shows high dependence on energy imports over the last three decades during the 1993-2024 period. The EU’s dependence on oil and gas imports have been much higher than the US and China. EU’s dependence on oil imports was over 90%, while EU’s gas import dependence reached over 90% in 2023 following the Ukraine war. While the EU has made progress in renewable energy, it remains heavily reliant on oil and gas imports, and has recently shifted its import sources from Russia to other partners such as the US and Norway. This high dependence on energy imports and energy crisis in Europe following the Ukraine war led to a deterioration in the region’s terms of trade that manifested itself in a large squeeze in real incomes and loss of competitiveness of energy-intensive industries, thereby lowering economic growth in Europe.  Figure 11: Dependence on energy imports, EU, US, and China, 1993-2024 In addition, European households have also become more reluctant to spend, thereby leading Europe to lower growth. The household saving rate in Europe is now three percentage points higher than it was before the Covid-19 pandemic in 2019, while the savings rate in the US is now lower than it was in 2019. (See Figure 12.) The tendency of Europeans to spend less leads to lower growth in Europe.  Figure 12: Euro-zone household savings rate (% of disposable income) However, the weakness of the European economy is fundamentally structural. There are several elements to this. The first key issue related to low growth in Europe is regulation in Europe that stifles competition and innovation. The EU has become increasingly protectionist, mainly through regulation. While convenient, this strategy proves counterproductive. It eliminates the incentives for creativity and efficiency. The Digital Services Act and increasingly narrow interpretations of the General Data Protection Regulation (GDPR) were intended to rein in US tech giants, but have instead held Europe back in these same sectors. The AI Act and supply chain laws are similarly damaging. It is perhaps no surprise that the major disruptive and innovative firms of the past two decades have come from the US and China rather than from the Euro-zone countries. Robot taxis are a good example. One in three taxi rides in California is already in a robot taxi. The growth has been exponential and they are set to overtake ordinary taxis. The market opportunity is huge; they will be cheaper than paying a driver. In Texas, Tesla charges just a dollar a mile. They are safer too – 90% fewer accidents. And that means cheaper car insurance. They will save income, decrease emissions and reduce the need to buy an expensive car. It’s not just America; 2,000 self-driving cars have already been transporting millions across the big cities in China. But, for Europeans, the idea of a self-driving car, is still the stuff of science fiction. Or more accurately, something blocked by the European love of regulation, risk-aversion, and a powerful car lobby still stuck in the combustion engine era. [3] Another example is the tech industry. Europe is hampered by fragmented and excessive regulation. A US start-up can launch a product under a single regulatory framework and immediately access a market of more than 330 million consumers. The EU has a population of about 450 million but remains divided among 27 national regulatory regimes. An IMF analysis shows that internal market barriers in the EU act like a tariff of around 44% for goods and 110% for services – far higher than the tariff levels that the US imposes on most imports. [4] True, Europe has some successes such as Revolut, Klarna and Spotify, but these are dwarfed by the US giants of Meta, Google, Microsoft and Apple. Today, approximately half of the world’s 50 largest technology firms are American, while only four are European companies. [5] Over the past five decades, 241 US firms have grown from start-ups into massive unicorn companies. The EU’s response has been to seek to regulate the murky world of big tech surveillance, but in a way, the sledgehammer of GDPR regulation has done more to increase costs for local European business and tech startups as Figure 13 shows. While California alone has produced a quarter of the world’s tech unicorns, Germany-a similarly sized economy-has produced just 2% of high-value start-ups. Without urgent reform, Europe risks being sidelined in the global technological race.  Figure 13: GDPR regulation and EU & US Venture capital There is an old saying: the US invents, China imitates, and Europe regulates. Harsh, but an element of truth. Though the big change is that China no longer imitates, but produces goods much cheaper than in Europe. But Europe is still stuck in a regulatory mind-set. The result is that productivity growth in Europe - which is the key determinant of economic growth over the long run - is substantially lower, averaging 0.3% a year over the past decade compared to 1.6% a year in the US. The second issue is Europe’s insufficient investment in new technologies (computers, artificial intelligence (AI), software, etc.) and the low level of spending on research and development (R&D). When we compare OECD countries, we see that these two components have a strong influence on productivity differences between countries. The econometric estimate leads to the following effects: a 1- point increase in the rate of investment in new technologies leads to a 0.8 point increase per year in productivity gains. In a similar way, a 1-point increase in GDP for research and development (R&D) expenditure leads to a 0.9 point increase per year in productivity gains. [6] The fear is that Europe will be drawn into a vicious circle By 2022, investment in new technologies represented 5% of GDP in the US and 2.8% of GDP in the Euro zone. The EU’s efforts in advanced technologies, such as AI and cloud computing, far from match those of the US. The main instrument available to the EU, the European Innovation Council, had a budget of 256 million euros in 2024, while the US allocated more than 6 billion dollars for this purpose. The situation is repeated when looking at venture capital investment. In 2023, they invested about $8 billion in venture capital in AI in the EU, compared to $68 billion in the US and $15 billion in China. The few companies that create generative AI models in Europe, such as Aleph Alpha and Mistral, need large investments to avoid losing the race to US firms. However, European markets do not meet this need, pushing European firms to look outside for funding. [7] As a result, for example, the EU has been losing the open model contest as Figure 14 shows.  Figure 14: Cumulative downloads, 2023-25 (source: ATOM project, Hugging Face) Moreover, the EU falls behind the US and China in terms of R&D spending. R&D spending in 2022 amounted to 3.5% of GDP in the US and 2.3% of GDP in the Euro zone. What’s more, from 2007 on, as Figure 15 shows, R&D spending in the US and China increased significantly compared to that of the Euro zone. The lag in technological investment and R&D explains a large part of Europe’s lag behind the US in terms of labor productivity and GDP. [8]  Figure 15: Gross domestic spending on R&D, 2007-2023 The third issue related to lower growth in Europe is the size of welfare states in Europe. The size of welfare states differs markedly across OECD countries. European countries have the largest welfare states in the OECD and among the highest in the World. As Figure 16 shows, European welfare states are significantly larger than in the US, with EU countries allocating approximately 27% of GDP to social benefits in 2024, compared to roughly 19.8% in the US. Some European countries like Austria, Finland, and France spend over 30% of GDP on social benefits in 2024. While the US spends 7% of GDP on public provision of pensions, it is 16% in Italy and it is 13% in France.  Figure 16: Public social spending as a % of GDP in 2024, EU countries & US Big welfare states have a complex, debated impact on economic growth, with evidence showing they can both impede growth through higher taxes and reduced work incentives, or foster it by boosting education, stability, and innovation. However, there has recently been a groundswell of opinion among economists that the scale of the welfare state is one of the elements responsible for slower economic growth and that a retrenchment in the welfare state is necessary if growth will be revived in Europe. The welfare state is indicted with the charge of becoming a barrier to economic growth in Europe through higher taxes and reduced work incentives. As Figure 17 shows, the tax burden is higher in the EU than in the US for most taxpayers. The overall tax-to-GDP ratio for the EU averages approximately 44%. By contrast, the US ranks as one of the lowest among developed countries, with a tax-to-GDP ratio 35% in 2022 approximately 9% lower than the EU average.  Figure 17: Tax burden, EU and US, 2022 (source: OECD Government at a glance, 2023) Figure 18 shows the total tax wedge for average single workers in each member country of EU. Belgium, Germany, Austria, and France confiscate more than half of their workers’ pre-tax compensation. Compared to the EU member countries, workers in the US face the lowest average tax wedge. This distorts work incentives for Europeans and renders everyone in Europe poorer. [9] High taxes and less work incentives make EU citizens spend less than US citizens, thereby lowering economic growth in Europe as Figure 19 shows.  Figure 18: EU workers pay more taxes than US workers, 2022 (source: OECD Government at a glance, 2023)  Figure 19: Americans spend 70% more on EU citizens (Average individual consumption per capita, 2020; United States indexed to 100). (source: National Accounts of OECD countries) In fact, Gwartney, Holcombe and Lawson (1998) showed empirically that as the size of general government spending has almost doubled on average in OECD countries from 1960 to 1996, their real GDP growth rates have dropped by almost two thirds on average (see Figure 20). According to them, the worst economic performers were some Southern European countries that increased the size of the government the most.  Figure 20: Big government spending reduces growth. At the height of the Euro-zone crisis in 2012, German Chancellor Angela Merkel tried to make the case that Europe’s welfare states were too large, as Europe accounted for 7% of the global population, for a quarter of global GDP and for 50% of global social spending. The situation has not improved since then. On September 9, 2024, Draghi presented his report “The Future of European Competitiveness,” a 400-page document, to deal with Europe’s sluggish economy, but he kept untouched Europe’s over-sized welfare state, while he strongly called for reforms and investments to reinforce productivity growth. [10] The fourth issue is the Euro. The Euro has been a mixed blessing for Europe. It lowers transaction costs but highlights an unbalanced EU economy. Germany runs a large current account surplus, fringe economies like Portugal and Greece running deficits. But there is no scope for Germany to appreciate, weaker countries to devalue. One size fits all. But, this can have disastrous effects. The Euro Debt Crisis of 2012, led to high bond yields and a response of austerity, which contributed to weak growth in the last decade. Mario Draghi’s intervention reduced bond yields, but the European Central Bank has been criticized for a deflationary bias, and it has certainly struggled since the Covid-19 era, with growth in Europe much less. IV. Conclusion This paper showed that the European economy is in big trouble with lower growth. This paper explained that Europe’s economic under-performance & sluggish economy can be attributed to energy crisis and high saving, as well as over-regulation, large size of welfare state & high taxation, and lack of innovation & low investment in new technology and R&D. Referencias [1] https://www.telegraph.co.uk/business/2025/12/14/rising-fear–europe-really-is-doomed-and -taking-britain-down/ [2] https://www.capitaleconomics.com/blog/its-not-just-france-europe–faces-ongoing-decline- without-fundamental-reform-its-core [3] https://www.capitaleconomics.com/blog/its-not-just-france-europe–faces-ongoing-decline- without-fundamental-reform-its-core [4] https://www.project-syndicate.org/commentary/europe-most-serious-problem-not-immigra tion-but-technological-backwardness-by-nouriel-roubini-2025-12 [5] https://www.project-syndicate.org/commentary/europe-most-serious-problem-not-immigra tion-but-technological-backwardness-by-nouriel-roubini-2025-12 [6] https://www.polytechnique-insights.com/en/columns/economy/economy-why-europe-is-falllling-behind-the-usa/ [7] https://www.polytechnique-insights.com/en/columns/economy/economy-why-europe-is-fall ing-behind-the-usa/ [8] https://www.polytechnique-insights.com/en/columns/economy/economy-why-europe-is-fall ing-behind-the-usa/ [9] https://mises.org/mises-wire/europes-economy-slows-its-welfare-state-grows [10] https://www.csis.org/analysis/draghi-report-strategy-reform-european-economic-model

Defense & Security
Kharkiv, Ukrainian-Russian border, Ukraine - February 2022: The Ukrainian army conducts exercises near the Ukrainian-Russian border. War of Russia against Ukraine.

The end of Great Illusions and the Revenge of Realism. The Case of the War in Ukraine – Part 2

by Krzysztof Sliwinski

Abstract This is the second part of the analysis regarding the realist interpretation of the ongoing war in Ukraine. (The first part is available here). This paper examines the ongoing war in Ukraine through the lens of realism, challenging optimistic Western narratives and highlighting Russia's strategic gains despite extensive sanctions. Since 2022, the EU has imposed 19 sanctions packages targeting Russia's economy, yet Russia has adapted and continued military offensives across multiple fronts, making significant territorial advances, particularly in Donetsk Oblast. The strategic importance of Odessa, Ukraine's largest deep-water port, is underscored due to its economic, military, and geopolitical value, with Russian experts openly discussing its potential capture. The conflict has also driven modernisation in Russia's military-industrial complex, introducing advanced missile systems and hypersonic weapons that challenge NATO defences. Post-war territorial changes remain uncertain, with diplomatic options constrained by Ukraine's constitution and international law. European public opinion is divided on war readiness, reflecting broader societal hesitations. Key Words: Realism, War, Ukraine Reality on the ground – the territorial losses and military developments Following the super optimistic narrative and the consequent groupthink, as evidenced in the first part of this paper, the EU has so far imposed no fewer than 19 sanctions packages.[1] The latest package adopted on October 23, 2025, focuses on intensifying pressure on Russia's war economy by targeting key sectors, including energy, finance, military capabilities, transportation, and professional services, while also enhancing anti-circumvention measures. [2] Source: Sanctions adopted following Russia’s military aggression against Ukraine. (2025, October 29). European Commission. https://finance.ec.europa.eu/eu-and-world/sanctions-restrictive-measures/sanctions-adopted-following-russias-military-aggression-against-ukraine_en In the meantime, Russia seems to have accepted any adverse consequences of the sanctions and learned to live with them. Source: Grok – prompt: Latest macroeconomic indicators for the Russian Federation economy available at: https://x.com/i/grok?conversation=1998598998345814522 Militarily speaking, though, Russia (which is in fact fighting several NATO countries alongside Ukraine) seems to be not only advancing in the field. As of December 10, 2025, Russian forces have continued offensive operations across multiple fronts in eastern and southern Ukraine. These advances are part of a broader push amid ongoing heavy fighting, with Russian officials claiming momentum along the entire line of contact. Examples include: Pokrovsk Direction (Donetsk Oblast), Kupiansk/Kharkiv Direction, Lyman Direction (Donetsk Oblast), Siversk Direction (Donetsk Oblast), Zaporizhia/Southern Direction. On top of that, the media reports advances on multiple fronts, including Borova, Novopavlivka, and the eastern areas; the liberation of Rovnoye and Petropavlovka; the encirclement and liquidation of Ukrainian forces; and the fall of Dimitrov — widespread strikes on Ukrainian infrastructure.[3] Source: Wikimedia Commons: https://commons.wikimedia.org/wiki/File:Map_of_Ukraine_with_Cities.png Importantly, Russian experts and military advisors openly debate the possibility of seizing control of Odessa.[4] Let us make no mistake here. Odessa is strategically important. Economically, Odessa is Ukraine's largest and only deep-water port, handling around 65% of the country's sea-based imports and exports, which account for 70% of Ukraine's total trade.[5] For Russia, controlling or disrupting this port serves to cripple Ukraine's economy while bolstering Russia's own position in global markets. First: Ukraine is a major global grain exporter, and Odessa is central to shipping these commodities. Russian attacks on the port, such as those following the withdrawal from the U.N.-backed grain deal in 2023, aim to prevent Ukrainian shipments, allowing Russia to dominate markets in the Middle East, North Africa, and beyond. Russia's Black Sea ports (e.g., Novorossiysk) handle its own $43 billion in annual grain exports, and undermining Odessa helps Russia create global reliance on its foodstuffs amid food insecurity.[6] Second, the port processes petroleum, natural gas, minerals, and even high-purity neon gas for semiconductors. Russia has targeted oil facilities near Odessa to disrupt fuel logistics, and control here would secure routes for Caspian Sea and Middle Eastern energy flows, aligning with Russia's strategy to diversify exports as hydrocarbon revenues decline.[7] Losing Odessa would be a "massive strategic blow" to Ukraine, akin to Britain losing Dover. Militarily, as a major Black Sea hub, Odessa enables Russia to project power and maintain dominance in the region. First, Russia's Black Sea Fleet, based in Crimea, can blockade Ukrainian coasts from Odessa, preventing resupplies and conducting amphibious operations — though these are high-risk due to Ukrainian defenses like mined waters.[8] The fleet supports expeditionary missions (e.g., the 2015 Syrian intervention) and hosts significant missile capabilities, with the capacity to deploy 80 long-range missiles in the area.[9] Second, even without full capture, Russia can harass shipping through mining or interdiction, extending tactics used in the Sea of Azov since 2014. This obstructs Ukrainian trade in the long term, potentially even in ceasefire scenarios, while facilitating Russian oil shipments (22% of which pass through the Black Sea).[10] Geopolitically, Odessa's location amplifies Russia's regional influence. First, capturing Odessa would create a land bridge to Transnistria, a pro-Russian breakaway region in Moldova just 35 miles away, allowing Russia to intimidate Moldova and potentially expand conflict there.[11] This aligns with broader aims to control Ukraine's entire Black Sea coast, threatening neighbours like Romania.[12] Second, dominating the northern Black Sea coast from Odessa would weaken Ukraine's security, block NATO reinforcements, and provide Russia with leverage in negotiations. It's seen as more critical to Russia's objectives than other Ukrainian regions, such as Kharkiv. President Putin has indicated in fact that the coastal area "rightfully belongs to Russia" as war spoils.[13] Finally, Odessa was founded in 1794 by Russian Empress Catherine the Great on former Ottoman territory, and it became one of the Russian Empire's largest cities and ports.[14] Arguably, the harbour city has a large Russian-speaking population (Russians are the second-largest ethnic group in Odessa Oblast), and Kremlin officials assert it has "nothing in common with the Kiev regime," viewing it as inherently Russian.[15] More interestingly, it appears that the Russian Military Industrial Complex (MIC) has been using the war, as MICs always do, as a perfect opportunity to modernize its military equipment. Consequently, Russia has advanced missile systems that NATO countries find a real challenge. Examples include: - Intercontinental Ballistic Missiles (ICBMs) RS-28 Sarmat, Russia's newest heavy ICBM, operational since 2023, with a range exceeding 18,000 km (up to 35,000 km in sub-orbital flight), a payload of over 10 tons including up to 16 nuclear warheads or hypersonic glide vehicles, and advanced countermeasures against missile defenses.[16] It's considered the world's longest-range and most powerful ICBM in service. - Hypersonic Systems Avangard Hypersonic Glide Vehicle (HGV), deployed on ICBMs like the Sarmat, can reach speeds up to Mach 27 (about 20,700 mph), perform unpredictable manoeuvres at high altitudes, and generate immense kinetic energy (equivalent to over two megatons of TNT). It's designed to evade all known missile defence systems.[17] Kh-47M2 Kinzhal, an air-launched hypersonic missile with a range of over 2,000 km and speeds up to Mach 10. It can manoeuvre mid-flight, carry nuclear or conventional warheads, and has been used operationally in conflicts like Ukraine.[18] 3M22 Zircon, a scramjet-powered hypersonic cruise missile reaching Mach 9, with a range of about 1,000 km. It's primarily anti-ship, launched from ships or submarines, and has demonstrated hits on maritime targets in exercises like Zapad 2025.[19] - Air and Missile Defence Systems S-500 Prometheus, an advanced surface-to-air missile system capable of intercepting targets at 600 km, tracking up to 300 simultaneously, and engaging hypersonic weapons, ICBMs, and stealth aircraft. It's integrated with multiple radars for resilience against jamming.[20] - Emerging or Experimental Systems 9M370 Burevestnik (SSC-X-09 Skyfall), a nuclear-powered cruise missile with theoretically unlimited range due to its onboard reactor. It underwent a successful test flight in October 2025 but remains in development, with concerns about safety and reliability.[21] Poseidon (Status-6), an unmanned, nuclear-powered underwater drone (torpedo-like) capable of carrying megaton-class warheads over intercontinental distances. It's designed for coastal targets and was tested alongside Burevestnik in 2025, though full operational status is unclear.[22] Oreshnik, a new intermediate-range ballistic missile (IRBM) with hypersonic capabilities, is evading Western defences. Russia plans deployments in Belarus by late 2025, enhancing strike options in Europe.[23] Last but not least, the media reports on a new, potentially game-changing technology: the TOS-1A Solntsepyok, a heavy multiple launch rocket system (MLRS) designed primarily to deliver thermobaric (fuel-air explosive) and incendiary munitions. It is mounted on a modified T-72 tank chassis for mobility and protection in combat zones, and it serves as a short-range area-denial weapon, often used to target fortified positions, infantry, and light armoured vehicles by creating massive blast waves and high temperatures.[24] Possible Territorial Changes after the War? As of early 2026, Russia continues to make territorial gains (capturing over 5,600 square kilometers, mainly in Donetsk Oblast). According to the Institute for the Study of War (ISW) (a non-partisan, non-profit American think tank), German intelligence sources claim that “Germany expects Russia to target German energy and defence infrastructure early, given Germany’s role as a NATO hub for moving and sustaining forces and forecasts that Russia will see Germany as a priority target for long range missile strikes, armed drones, and special forces after an open armed attack on NATO’s eastern flank”[25] Consequently, according to ISW, Russia would likely be able to pose a significant threat to NATO earlier than many Western estimates, particularly in the event of a future ceasefire in Ukraine that would free up Russian forces and allow Russia to rearm and reconstitute.   Against this backdrop, any post-war territorial options generally involve compromises due to military realities, though complete restoration of Ukraine's 2014 borders is seen as improbable without major shifts. These options are shaped by Ukraine's constitution (which prohibits ceding territory without a nationwide referendum or amendments), international law against forced border changes, and Russia's demands for recognition of annexed areas such as Crimea, the Donbas (Donetsk and Luhansk), Kherson, and Zaporizhzhia.[26] Russia's battlefield advantages and confidence reduce incentives for concessions, while Ukraine seeks security guarantees (e.g., EU integration or European military presence) in exchange for any deals.[27] Below, the reader will find a summary of some of the options discussed by diplomats: Source: Grok - https://x.com/i/grok?conversation=2008833222403387754 In addition to territorial change options, any deal will most likely include non-territorial elements such as Ukraine's neutrality (no NATO), demilitarisation caps, the return of abducted children, and economic reintegration of Russia (e.g., sanctions relief). Experts warn that rushed agreements could lead to renewed conflict, emphasising sustainable security for Ukraine (e.g., European troops or arms build-up).[28] Outcomes in 2026 hinge on battlefield shifts, US pressure, and European unity, with diplomacy intensifying but no breakthroughs yet. Conclusion On 11 December, NATO Secretary General Mark Rutte warned in a speech in Germany that Russia is escalating its war campaign against Europe, not just Ukraine. “We must be prepared for the scale of war our grandparents or great-grandparents endured,” he said.[29] On the very same day, the EU made the bold move of indefinitely immobilising frozen Russian assets worth €210 billion; €185 billion held at Belgium’s Euroclear, and €25 billion held in banks across other member states. European Commission President Ursula von der Leyen hailed the move that day, sending a strong signal to Russia that "as long as this brutal war of aggression continues, Russia's costs will continue to rise. […] This is a powerful message to Ukraine: We want to make sure that our brave neighbour becomes even stronger on the battlefield and at the negotiating table,” von der Leyen added. There is one problem that most EU leaders overlook. Namely, European societies are deeply divided, with large sections unwilling to go to war with Russia. Numerous polls evidence this. A recent ECFP Poll (June) was conducted by YouGov, Datapraxis, and Norstat across 12 countries (Denmark, Estonia, France, Germany, Hungary, Italy, Poland, Portugal, Romania, Spain, Switzerland, UK). It focused on readiness for potential war, including amid Russia's invasion of Ukraine and U.S. policy shifts. Key findings suggest: 50% overall support increasing defence spending (highest in Poland and Denmark at 70%); majorities in France (62%), Germany (53%), and Poland (51%) favour reintroducing mandatory military service; 59% support continuing military aid to Ukraine even without U.S. involvement; 54% back a European nuclear deterrent independent of the U.S. All of this seems to reflect acceptance of preparation for conflict, though not direct personal willingness to fight.[30] According to John Mearsheimer, a leading realist scholar, Russia's decision to invade Ukraine was primarily a rational response to the changing material realities of the international system, particularly the eastward expansion of NATO and the European Union (EU), which Russia perceived as a direct threat to its core strategic interests and great power status. Mearsheimer contends that the anarchic international system compels states, especially great powers, to maximise their power to ensure survival. Thus, Russia acted to prevent Ukraine from becoming a Western stronghold on its border, viewing the West's policies as provocative and threatening to its security. This perspective emphasises the structural pressures and incentives created by anarchy and power competition, suggesting that the imperative drove Russia's actions to survive and maintain regional dominance amid Western encroachment.[31] Admittedly, Mearsheimer’s views are much criticised by Western scholars and media experts. And yet, with the recent actions of the United States against Venezuela (the kinetic attack against the state and the kidnapping of its president and his wife – all against the most sacred principles of international law), one wonders why the cold-blooded, objective analysis has been forgone in favour of wishful thinking. References [1] Sanctions adopted following Russia’s military aggression against Ukraine. (2025, October 29). European Commission. https://finance.ec.europa.eu/eu-and-world/sanctions-restrictive-measures/sanctions-adopted-following-russias-military-aggression-against-ukraine_en [2] Fisch, E. J., Junck, R. D., Sève, M., Albrecht vom Kolke, M., Benson, J., Lainé, W., Mueller, P., Seidner, G., & Vianesi, G. (2025, November 12). EU Adopts 19th Russia Sanctions Package Alongside New Sanctions Being Imposed by US and UK. Skadden. https://www.skadden.com/insights/publications/2025/11/eu-adopts-19th-sanctions-package [3] Grok: What are the latest advances of Russian troops in Ukraine? [4] Каминский, А. (2025, October 2). «СВО закончится взятием Одессы». НАТО готовит румын и французов. Что в планах у Минобороны России? RuNews24. https://runews24.ru/articles/02/10/2025/svo-zakonchitsya-vzyatiem-odessyi-nato-gotovit-rumyin-i-franczuzov-chto-v-planax-u-minoboronyi-rossii also Крылова, А. (2025, December 3). Названы сроки, в которые Российская армия сможет дойти до Одессы. Абзац. https://absatz.media/news/143321-nazvany-sroki-v-kotorye-rossijskaya-armiya-smozhet-dojti-do-odessy or Елистратов, А. (2025, November 20). Эксперт: русским нет смысла соглашаться на план Трампа, они и так дойдут до Одессы. Репортёр. https://topcor.ru/66186-jekspert-russkim-net-smysla-soglashatsja-na-plan-trampa-oni-i-tak-dojdut-do-odessy.html [5] Costea, C. A. (2022, March 25). The strategic importance of the port of Odessa. Romanian Centre for Russian Studies. https://russianstudiesromania.eu/2022/03/25/the-strategic-importance-of-the-port-of-odessa/ [6] Black, E., & Kaushal, S. (2025, April 14). Black Sea Significance to European Security. Romanian Centre for Russian Studies. https://www.rusi.org/explore-our-research/publications/commentary/black-sea-significance-european-security [7] Ozberk, T. (2022, April 5). Why is Odessa important for Russia? Defence Procurement International. https://www.defenceprocurementinternational.com/features/sea/why-is-odessa-important-for-russia [8] Ibidem. [9] Black, E., & Kaushal, S. (2025, April 14). Black Sea Significance to European Security. Romanian Centre for Russian Studies. https://www.rusi.org/explore-our-research/publications/commentary/black-sea-significance-european-security [10] Mathers, J. (2025, September 8). Russia has provided fresh evidence of its territorial ambitions in Ukraine. The Conversation. https://theconversation.com/russia-has-provided-fresh-evidence-of-its-territorial-ambitions-in-ukraine-264592 [11] Akage, A. (2022, May 20). Is Odessa Next? Putin Sees A Gateway To Moldova — And Chance For Revenge. Worldcrunch. https://worldcrunch.com/world-affairs/why-odessa-is-important/ [12] Boyse, M. (2024, March 21). Operation Odesa: Russia Wants the Entire Ukrainian Black Sea Coast. Hudson Institute. https://www.hudson.org/defense-strategy/operation-odesa-russia-wants-entire-ukrainian-black-sea-coast-matthew-boyse [13] Mathers, J. (2025, September 8). Russia has provided fresh evidence of its territorial ambitions in Ukraine. The Conversation. https://theconversation.com/russia-has-provided-fresh-evidence-of-its-territorial-ambitions-in-ukraine-264592 [14] Santora, M. (2023, July 19). Why Odesa Is So Important to Ukraine in the War With Russia. The New York Times. https://www.nytimes.com/2023/07/19/world/europe/odesa-ukraine-war-russia.html [15] Ozberk, T. (2022, April 5). Why is Odessa important for Russia? Defence Procurement International. https://www.defenceprocurementinternational.com/features/sea/why-is-odessa-important-for-russia [16] Ali, I. A. (2025, December 2). From Sarmat to Avangard: 10 most technologically advanced Russian weapon systems. WION. https://www.wionews.com/photos/from-sarmat-to-avangard-10-most-technologically-advanced-russian-weapon-systems-1764678135158/1764678135159 [17] Ibidem. [18] See more at: https://missilethreat.csis.org/country_tax/russia/ [19] Charpentreau, C. (2025, September 15). Russia uses Zapad 2025 for ‘hypersonic posturing’ with Zircon, Kinzhal drills. AeroTime. https://www.aerotime.aero/articles/zapad-2025-russia-hypersonic-posture-zircon-kinzhal [20] Ali, I. A. (2025, December 2). From Sarmat to Avangard: 10 most technologically advanced Russian weapon systems. WION. https://www.wionews.com/photos/from-sarmat-to-avangard-10-most-technologically-advanced-russian-weapon-systems-1764678135158/1764678135159 [21] Gwadera, Z. (2025, November 20). Russia’s Burevestnik and Poseidon tests. IISS. https://www.iiss.org/online-analysis/missile-dialogue-initiative/2025/11/russias-burevestnik-and-poseidon-tests/ [22] Ibidem. [23] See more at: https://youtu.be/D22JNoLzj9E?si=BtZ3NMCs7KoUk7ue [24] See more at: https://www.globalsecurity.org/military/world/russia/tos-1a.htm [25] Young, J., Harward, C., Simanovskyy, M., Mappes, G., Nasreddine, D., & Barros, G. (2026, January 6). Russian Offensive Campaign Assessment, January 6, 2026. Institute for the Study of War. https://understandingwar.org/research/russia-ukraine/russian-offensive-campaign-assessment-january-6-2026/ [26] Yurchuk, V. (2025, August 12). Ceding land to Russia not only unpopular in Ukraine, but also illegal. PBS NEWS. https://www.pbs.org/newshour/world/ceding-land-to-russia-not-only-unpopular-in-ukraine-but-also-illegal [27] Harding, E. (2025, November 24). What Is the Strategy in the Ukraine-Russia Peace Negotiations? Centre for Strategic & International Studies. https://www.csis.org/analysis/what-strategy-ukraine-russia-peace-negotiations [28] Wright, T. (2025, August 18). The Only Plausible Path to End the War in Ukraine. The Atlantic. https://www.theatlantic.com/ideas/archive/2025/08/trump-ukraine-russia-peace/683907/ [29] Kiorri, E., & Cabanas, L. B. (2025, December 30). Would you fight for the EU’s borders? Take our poll. Euronews. https://www.euronews.com/my-europe/2025/12/30/would-you-fight-for-the-eus-borders-take-our-poll?fbclid=IwT01FWAPFTrZleHRuA2FlbQIxMABzcnRjBmFwcF9pZAwzNTA2ODU1MzE3MjgAAR4KLt3FfIaCbSxjUO8ldmbDys6WPnLeZaNIpZuhAApKVUs073MB4vZj8DKbOA_aem_lLTRWqCcGPL3F9z5-SX65g [30] https://www.eureporter.co/world/2025/06/26/most-eu-citizens-are-ready-for-war-new-poll/ [31] Smith, N. R., & Dawson, G. (2022). Mearsheimer, realism, and the Ukraine war. Analyse & Kritik, 44(2), 175–200. https://doi.org/10.1515/auk-2022-2023

Defense & Security
NATO Secretary General Mark Rutte addresses the Renew Europe Global Europe Forum 2026 at the European Parliament

Keynote address by NATO Secretary General Mark Rutte at the Renew Europe Global Europe Forum 2026

by Mark Rutte

Great to be here and to see so many people I know so well. And of course, Teri, who will lead us later in the debate. And of course, you, Madam President, dear Valérie, thank you for your very warm welcome. And let me start by saying that it is always a pleasure to be on this side of town, to be at the European Parliament. This is my first public speaking engagement this year, and it is very meaningful to have this conversation with you – with the members of parliament. At the NATO Summit in The Hague last summer, we decided to make our deterrence and defence a priority. We agreed a plan, as you know, to invest 5% of GDP annually in defence by 2035 – with 3.5% on core defence, and 1.5% on defence- and security-related issues. Yes, that is a lot of money, but it is what is required to build our armed forces and buy the capabilities those forces need to protect us. And here we are talking about battle tanks, fighter jets, ships, long range missiles, and ammunition, but also artificial intelligence, cyber-defence, space capabilities, and of course, much more. In The Hague, we also agreed to speed up defence production and innovation. And this is of course about re-energising our industries across Europe and North America so that they step up supply. There are certainly business opportunities for our industries. But it’s more than that: there are real benefits for all of us. Because when supply goes up, the result is more security, more economic growth, and also many more jobs – the defence dividend. The defence dividend is real. I know – and you all know – that getting to this famous 5% and accelerating production requires hard work and tough decisions from all of us – all our nations and all your constituents. But we need to do it. And we need to do it basically for two reasons. One, because the security situation demands it. We need to be honest: the dangers we face are real, and the dangers we face are lasting. Russia remains our most significant threat. Putin’s war machine is churning out military equipment around the clock. And Moscow is testing us through cyber-attacks, sabotage and more. And there is no reason to believe Russia’s pattern of aggressive and reckless actions will change any time soon. On the contrary, Russia is seeking long-term confrontation. And it is not alone. Russia is working with China, with Iran, and North Korea. And these countries fuel Moscow’s war against Ukraine. And together, they are attempting to undermine our stability and security. At the same time, the threat from terrorism persists, and instability remains rampant in NATO’s southern neighbourhood. The second reason why we need to deliver on the 5% is that the time when we conveniently let the United States carry the burden for our security is over. The US is absolutely committed to NATO. But this commitment comes with a clear and long-standing expectation: that Europe and Canada take more responsibility for their own security. And I believe that is only fair. So 5% must be the direction of travel. There’s basically no time to waste. Ensuring Allies step up and speed up efforts on defence will remain my – and NATO’s – absolute priority as we prepare for the next Summit, which will take place in Ankara, in Türkiye, in July. Then Ukraine, which clearly is still a huge priority. Because, as we all know, our security is inextricably linked to Ukraine’s security. Just last week, I was at the Coalition of the Willing meeting in Paris, where leaders discussed how we can support and secure the future for Ukraine. It was a constructive meeting, where we had concrete discussions on robust security guarantees for Ukraine, and where Europe and the US affirmed their readiness to provide such guarantees to secure Ukraine after a peace deal with Russia. Meanwhile, NATO continues to support Ukraine every day, and we do that in various ways, including through the PURL initiative, which supplies vital US equipment, including air defence – which is particularly vital these days – for Ukraine to protect its people and hold the front line, paid for by Allies. Regardless of when this war ends, our support to Ukraine will continue to be important to ensure a lasting peace. After all, the Ukrainian Armed Forces will remain the first line of defence. Supporting Ukraine and keeping our own people safe is not a job that NATO does alone. It is a team effort. And the European Union is an essential player. The partnership between NATO and the EU is growing stronger every day. And that is exactly what we need. Because, when we combine our strength, of NATO and the EU, we can more effectively tackle the many challenges we face. And as you know, 23 nations, members of the EU, are also Allies in NATO. And working together, we keep Ukraine strong today and able to defend itself against any aggression in the future. And working together, we can produce more defence capabilities, and we can produce them faster. We can innovate better and outsmart our competitors. Now is not the time to go alone. And it’s not the time to create barriers between us that would increase costs, complicate production, and hamper innovation. Instead, we need to leverage our respective strengths even more. NATO is strong at standard setting and capability targets that are informed by our defence plans. NATO has a strong command and control force structure. And the European Union has all the tools of the internal market at its disposal, and of course the convening power to bring together the Member States in the EU, so to make sure that the money is there to invest in defence. So, we complement each other. And yes, it is undeniable that Russia, China, North Korea, and Iran are aligning more and more. And they’re challenging us. But they are only starting to understand what partnership really means. We are miles ahead. We can build on decades of friendship between our organisations and between our nations on both sides of the Atlantic. And we can build on growing partnerships with countries around the world. And that is an incredible advantage. Let’s ensure we retain it. I’ll certainly play my part. And I count on you – and I know I can – to play yours. So, thank you very much, and I look forward to our discussions.

Defense & Security
Soldier in engineering role uses AI application on laptop to manage server hub systems. Army commander reviews secret intelligence information using artificial intelligence in data center, camera A

Dual-Use AI Technologies in Defense: Strategic Implications and Security Risks

by Mayukh Dey

Introduction Artificial intelligence has become a critical technology in the 21st century, with applications spanning healthcare, commerce, and scientific research. However, the same algorithms that enable medical diagnostics can guide autonomous weapons, and the same machine learning systems that power recommendation engines can identify military targets. This dual-use nature, where technologies developed for civilian purposes can be repurposed for military applications, has positioned AI as a central element in evolving global security dynamics. The strategic implications are substantial. China views AI as essential for military modernization, with the People's Liberation Army planning to deploy "algorithmic warfare" and "network-centric warfare" capabilities by 2030 (Department of Defense, 2024). Concurrently, military conflicts in Ukraine and Gaza have demonstrated the operational deployment of AI-driven targeting systems. As nations allocate significant resources to military AI development, a critical question emerges: whether the security benefits of dual-use AI technologies can be realized without generating severe humanitarian consequences. The Reversal Commercial Innovation Driving Military Modernization Historically, military research and development drove technological innovation, with civilian applications emerging as secondary benefits, a phenomenon termed "spin-off." The internet, GPS, and microwave ovens all originated in defense laboratories. This dynamic has reversed. Commercially developed technologies now increasingly "spin into" the defense sector, with militaries dependent on technologies initially developed for commercial markets. This reversal carries significant implications for global security. Unlike the Cold War era, when the United States and Soviet Union controlled nuclear weapons development through state programs, AI innovation occurs primarily in private sector companies, technology firms, and university research institutions. Organizations like DARPA influence global emerging technology development, with their projects often establishing benchmarks for research and development efforts worldwide (Defense Advanced Research Projects Agency, 2024). This diffusion of technological capacity complicates traditional arms control frameworks based on state-controlled military production. The scale of investment is considerable. The U.S. Department of Defense's unclassified AI investments increased from approximately $600 million in 2016 to about $1.8 billion in 2024, with more than 685 active AI projects underway (Defense One, 2024). China's spending may exceed this figure, though exact data remains unavailable due to the opacity of Chinese defense budgeting. Europe is pursuing comparable investments, with the EU committing €1.5 billion to defense-related research and development through initiatives like the European Defence Fund. Dual-Use Applications in Contemporary Warfare AI's military applications span the spectrum of warfare, from strategic planning to tactical execution. Current deployments include: Intelligence, Surveillance, and Reconnaissance (ISR): AI systems process large volumes of sensor data, satellite imagery, and signals intelligence to identify patterns beyond human analytical capacity. In 2024, "China's commercial and academic AI sectors made progress on large language models (LLMs) and LLM-based reasoning models, which has narrowed the performance gap between China's models and the U.S. models currently leading the field," enabling more sophisticated intelligence analysis (Department of Defense, 2024). Autonomous Weapons Systems: Autonomous weapons can identify, track, and engage targets with minimal human oversight. In the Russia-Ukraine war, drones now account for approximately 70-80% of battlefield casualties (Center for Strategic and International Studies, 2025). Ukrainian officials predicted that AI-operated first person view drones could achieve hit rates of around 80%, compared to 30-50% for manually piloted systems (Reuters, 2024). Predictive Maintenance and Logistics: The U.S. Air Force employs AI in its Condition-Based Maintenance Plus program for F-35 fighters, analyzing sensor data to predict system failures before occurrence, reducing downtime and operational costs. Command and Control: AI assists military commanders in processing battlefield information and evaluating options at speeds exceeding human capacity. Project Convergence integrates AI, advanced networking, sensors, and automation across all warfare domains (land, air, sea, cyber, and space) to enable synchronized, real-time decision-making. Cyber Operations: AI powers both offensive and defensive cyber capabilities, from automated vulnerability discovery to malware detection and sophisticated social engineering campaigns. Gaza and Ukraine: AI in Contemporary Conflict Recent conflicts have provided operational demonstrations of AI's military applications and associated humanitarian costs. Israel's Lavender system reportedly identified up to 37,000 potential Hamas-linked targets, with sources claiming error rates near 10 percent (972 Magazine, 2024). An Israeli intelligence officer stated that "the IDF bombed targets in homes without hesitation, as a first option. It's much easier to bomb a family's home" (972 Magazine, 2024). The system accelerated airstrikes but also contributed to civilian casualties, raising questions about algorithmic accountability. The system's design involved explicit tradeoffs: prioritizing speed and scale over accuracy. According to sources interviewed by 972 Magazine, the army authorized the killing of up to 15 or 20 civilians for every junior Hamas operative that Lavender marked, while in some cases more than 100 civilians were authorized to be killed to assassinate a single senior commander (972 Magazine, 2024). Foundation models trained on commercial data lack the reasoning capacity humans possess, yet when applied to military targeting, false positives result in civilian deaths. Data sourced from WhatsApp metadata, Google Photos, and other commercial platforms created targeting profiles based on patterns that may not correspond to combatant status. Ukraine has implemented different approaches, using AI to coordinate drone swarms and enhance defensive capabilities against a numerically superior adversary. Ukrainian Deputy Defense Minister Kateryna Chernohorenko stated that "there are currently several dozen solutions on the market from Ukrainian manufacturers" for AI-augmented drone systems being delivered to armed forces (Reuters, 2024). Ukraine produced approximately 2 million drones in 2024, with AI-enabled systems achieving engagement success rates of 70 to 80 percent compared to 10 to 20 percent for manually controlled drones (Center for Strategic and International Studies, 2025). Both sides in the conflict have developed AI-powered targeting systems, creating operational arms race dynamics with immediate battlefield consequences. Civilian Harm: Technical and Legal Limitarions The integration of AI into lethal military systems raises humanitarian concerns extending beyond technical reliability. AI's inability to uphold the principle of distinction, which requires protecting civilians by distinguishing them from combatants in compliance with international humanitarian law, presents fundamental challenges. Current AI systems lack several capabilities essential for legal warfare:  Contextual Understanding: AI cannot comprehend the complex social, cultural, and situational factors that determine combatant status. A person carrying a weapon might be a combatant, a civilian defending their home, or a shepherd protecting livestock.  Proportionality Assessments: International humanitarian law requires that military attacks not cause disproportionate civilian damage. Human Rights Watch noted that it is doubtful whether robotic systems can make such nuanced assessments (Human Rights Watch, 2024).  Moral Judgment: Machines lack the capacity for compassion, mercy, or understanding of human dignity, qualities that have historically provided safeguards against wartime atrocities.  Accountability: With autonomous weapon systems, responsibility is distributed among programmers, manufacturers, and operators, making individual accountability difficult to establish. As one expert observed, "when AI, machine learning and human reasoning form a tight ecosystem, the capacity for human control is limited. Humans have a tendency to trust whatever computers say, especially when they move too fast for us to follow" (The Conversation, 2024). The risks extend to specific populations. Autonomous weapons systems trained on data predominantly consisting of male combatants in historical records could create algorithmic bias. In the case of Lavender, analysis suggests "one of the key equations was 'male equals militant,'" echoing the Obama administration's approach during drone warfare operations (The Conversation, 2024). Communities of color and Muslim populations face heightened risks given historical patterns of discriminatory force deployment. Export Controls and Technology Transfer Challenges Recognizing AI's strategic importance, governments have implemented export control regimes. The U.S. Bureau of Industry and Security now requires licenses for exports of advanced computing chips and AI model weights, imposing security conditions to safeguard storage of the most advanced models. These controls face inherent tensions. Overly broad restrictions risk hampering legitimate research and commercial innovation. Analysis suggests that if AI technology is too extensively controlled, American universities may face difficulties performing AI research, resulting in a less robust U.S. AI ecosystem. Insufficient controls enable adversaries to acquire cutting-edge capabilities. The effectiveness of export controls remains uncertain. In 2024, hundreds of thousands of chips, totaling millions of dollars, were smuggled into China through shell companies, varying distributors, and mislabeling techniques (Oxford Analytica, 2025). China's DeepSeek models, which achieved performance approaching U.S. systems, were reportedly trained on chips that circumvented export restrictions. International Governance: Fragmentation and Competing Frameworks The international community has struggled to develop coherent governance frameworks for dual-use AI. Rather than a cohesive global regulatory approach, what has emerged is a collection of national policies, multilateral agreements, high-level summits, declarations, frameworks, and voluntary commitments. Multiple international forums have addressed AI governance: ● The UN Secretary-General created an AI Advisory Board and called for a legally binding treaty to prohibit lethal autonomous weapons systems without human control, to be concluded by 2026 ● The Group of Governmental Experts on Lethal Autonomous Weapons Systems has held discussions under the Convention on Certain Conventional Weapons since 2013, with limited concrete progress ● NATO released a revised AI strategy in 2024, establishing standards for responsible use and accelerated adoption in military operations ● The EU's AI Act, adopted in 2023, explicitly excludes military applications and national security from its scope This fragmented landscape reflects geopolitical divisions. The perceived centrality of AI for competition has led the U.S. to position itself as leader of ideologically aligned countries in opposition to China, including for security purposes. China promotes its own governance vision through initiatives like the Belt and Road, exporting technology standards alongside infrastructure. Strategic Stability Implications AI creates strategic stability challenges. Autonomous weapons enable substitution of machines for human soldiers in many battlefield roles, reducing the human cost and thus political cost of waging offensive war. This could increase the frequency of conflicts between peer adversaries, each believing they can prevail without significant domestic casualties. For conflicts between non-peer adversaries, reduced casualties further diminish domestic opposition to wars of aggression. The implications extend beyond conventional warfare. Armed, fully-autonomous drone swarms could combine mass harm with lack of human control, potentially becoming weapons of mass destruction comparable to low-scale nuclear devices. The technical barriers to such systems are declining as components become commercially available. AI also complicates nuclear stability. Advances in AI-enhanced sensors and data processing could undermine second-strike capabilities by improving detection of mobile missile launchers and submarines. This erosion of assured retaliation could incentivize first strikes during crises. Simultaneously, AI systems managing nuclear command and control create risks of accidents, miscalculations, or unauthorized launches. Ethical Framework Limitations The integration of AI into warfare strains traditional ethical frameworks. Just War Theory requires that combatants maintain moral responsibility for their actions, possess the capacity to distinguish combatants from civilians, and apply proportionate force. Automation bias and technological mediation weaken moral agency among operators of AI-enabled targeting systems, diminishing their capacity for ethical decision-making. When operators interact with targeting through screens displaying algorithmic recommendations rather than direct observation, psychological distance increases. This mediation risks transforming killing into a bureaucratic process. The operator becomes less a moral agent making decisions and more a technician approving or rejecting algorithmic suggestions. Furthermore, industry dynamics, particularly venture capital funding, shape discourses surrounding military AI, influencing perceptions of responsible AI use in warfare. When commercial incentives align with military applications, the boundaries between responsible innovation and reckless proliferation become unclear. Companies developing AI for civilian markets face pressure to expand into defense contracting, often with insufficient ethical deliberation. Conclusion Dual-use AI technologies present both opportunities and risks for international security. One trajectory leads toward normalized algorithmic warfare at scale, arms races in autonomous weapons that erode strategic stability, and inadequate international governance resulting in civilian harm. An alternative trajectory involves international cooperation that constrains the most dangerous applications while permitting beneficial uses. The timeframe for establishing governance frameworks is limited. AI capabilities are advancing rapidly, and widespread proliferation of autonomous weapons will make policy reversal substantially more difficult. The challenge resembles nuclear non-proliferation but unfolds at greater speed, driven by commercial incentives rather than state-controlled programs. Because AI is a dual-use technology, technical advances can provide economic and security benefits. This reality means unilateral restraint by democratic nations would cede advantages to authoritarian competitors. However, uncontrolled competition risks adverse outcomes for all parties. Concrete action is required from multiple actors. States must strengthen multilateral agreements through forums like the UN Convention on Certain Conventional Weapons to establish binding restrictions on autonomous weapons without meaningful human control. NATO and regional security alliances should harmonize AI ethics standards and create verification mechanisms for military AI deployments. Military institutions must implement mandatory human-in-the-loop requirements for lethal autonomous systems and establish clear chains of accountability for AI-driven targeting decisions. Technology companies developing dual-use AI systems bear responsibility for implementing ethical safeguards and conducting thorough threat modeling before commercial release. Industry alliances should establish transparency standards for military AI applications and create independent audit mechanisms. Universities and research institutions must integrate AI ethics and international humanitarian law into technical training programs. Export control regimes require coordination between the United States, EU, and allied nations to prevent regulatory arbitrage while avoiding overreach that stifles legitimate research. Democratic governments should lead by demonstrating that military AI can be developed within strict ethical and legal constraints, setting standards that distinguish legitimate security applications from destabilizing weapons proliferation. As Austrian Foreign Minister Alexander Schallenberg observed, this represents the Oppenheimer moment of the current generation, recognizing that dual-use AI, like nuclear weapons, represents a technology whose military applications demand collective restraint. The policy choices made in the next few years will have long-term consequences. They will determine whether AI becomes a tool for human advancement or an instrument of algorithmic warfare. The technology exists; the policy framework remains to be established. The actors are identified; the question is whether they possess the political will to act before proliferation becomes irreversible. References 972 Magazine (2024) 'Lavender': The AI machine directing Israel's bombing spree in Gaza. https://www.972mag.com/lavender-ai-israeli-army-gaza/ Center for Strategic and International Studies (2024) Where the Chips Fall: U.S. Export Controls Under the Biden Administration from 2022 to 2024. https://www.csis.org/analysis/where-chips-fall-us-export-controls-under-biden-administration-2022-2024 Center for Strategic and International Studies (2025) Ukraine's Future Vision and Current Capabilities for Waging AI-Enabled Autonomous Warfare. https://www.csis.org/analysis/ukraines-future-vision-and-current-capabilities-waging-ai-enabled-autonomous-warfare Defense One (2023) The Pentagon's 2024 Budget Proposal, In Short. https://www.defenseone.com/policy/2023/03/heres-everything-we-know-about-pentagons-2024-budget-proposal/383892/ Department of Defense (2024) Military and Security Developments Involving the People's Republic of China 2024. https://media.defense.gov/2024/Dec/18/2003615520/-1/-1/0/MILITARY-AND-SECURITY-DEVELOPMENTS-INVOLVING-THE-PEOPLES-REPUBLIC-OF-CHINA-2024.PDF Foreign Policy Research Institute (2024) Breaking the Circuit: US-China Semiconductor Controls. https://www.fpri.org/article/2024/09/breaking-the-circuit-us-china-semiconductor-controls/ Human Rights Watch (2024) A Hazard to Human Rights: Autonomous Weapons Systems and Digital Decision-Making. https://www.hrw.org/report/2025/04/28/a-hazard-to-human-rights/autonomous-weapons-systems-and-digital-decision-making National Defense Magazine (2024) Pentagon Sorting Out AI's Future in Warfare. https://www.nationaldefensemagazine.org/articles/2024/10/22/pentagon-sorting-out-ais-future-in-warfare Queen Mary University of London (2024) Gaza war: Israel using AI to identify human targets raising fears that innocents are being caught in the net. https://www.qmul.ac.uk/media/news/2024/hss/gaza-war-israel-using-ai-to-identify-human-targets-raising-fears-that-innocents-are-being-caught-in-the-net.html Reuters (2024) Ukraine rolls out dozens of AI systems to help its drones hit targets. https://euromaidanpress.com/2024/10/31/reuters-ukraine-rolls-out-dozens-of-ai-systems-to-help-its-drones-hit-targets/

Defense & Security
Grunge abstract background. Background concept of the war in Ukraine. Sleeve flags dirt smoke.

The end of Great Illusions and the Revenge of Realism. The Case of the War in Ukraine – Part 1

by Krzysztof Sliwinski

Abstract This is the first part of an analysis examining the initial perceptions and evolving realities of the Russia-Ukraine war, which began in February 2022. Early Western media and political narratives were optimistic about Ukraine’s military resilience and potential victory, highlighting heroic resistance, Western support, and Russian operational failures. However, the reality has been more complex, as Ukraine faced significant challenges, including numerical and equipment inferiority, underfunding, limited combat brigades, and a lack of strategic reserves. Despite these hardships, Ukraine managed to resist Russia’s initial advances, as exemplified by symbolic events such as the defence of Snake Island. The article explores the human and economic costs of the ongoing war. Ukraine requires an estimated $524 billion in reconstruction funding, following a 30% drop in GDP in 2022 and ongoing economic hardships. Western aid has been substantial, exceeding €400 billion, but the conflict’s economic fallout also burdens donor countries, causing inflation and growth slowdowns. Key Words: Realism, War, Ukraine Introduction At the very beginning of the ‘Special Military Operation’ – an invasion of Ukraine by Russia - most academics, policymakers, political leaders, and media pundits were hugely impressed by Ukraine’s initial military response. Most were genuinely of the opinion that Russia was weak, economic sanctions would cripple its economy, President Putin had little to no public support, and that with enormous help from the U.S. as well as most EU Member states, Ukraine would not only resist the attack but ultimately win the war with Russia on its own territory and perhaps even facilitate the government change in Kremlin. Any skeptical views regarding the possible Ukrainian victory were swiftly silenced and dismissed as pro-Putin propaganda or even deliberate disinformation, therefore suggesting that any sceptics are more or less Putin’s agents. Let’s look at some media titles from March 2022 onward (the war started on 24 February, 2022). Overenthusiastic narrative At the outset of Russia's invasion of Ukraine in late February 2022, many initial media reports and analyses were pessimistic, predicting a swift Russian victory based on military disparities. However, by March 2022, as Ukrainian forces demonstrated unexpected resilience — repelling advances on Kyiv and inflicting significant losses on Russian troops—some Western media outlets began publishing more enthusiastic and optimistic pieces about Ukraine's potential to prevail. These often-highlighted Ukrainian morale, Western support, and Russian operational failures. Below, the reader will find several examples from that early period, drawn from a range of sources including news articles and opinion pieces. Admittedly, media coverage of this topic is inherently biased, with Western outlets generally favouring Ukraine's perspective. In contrast, Russian state media promoted the opposite narrative (e.g., RIA Novosti's premature victory declaration on February 28, 2022, which was quickly retracted). One of the events that genuinely inspired the world at the very beginning of the war was the so-called Snake-Island Campaign. Snake Island is a tiny (0.17 km²) Ukrainian outpost in the Black Sea, about 48 km off the coast of Odesa. Despite its size, the island is geostrategically vital: it hosts radar stations, enables missile launches, and controls maritime routes for grain exports from Odesa. Russian control threatened Ukraine's southern coast and Black Sea shipping.[1] On the invasion's first day, the Russian cruiser Moskva (Black Sea Fleet flagship) radioed: "Snake Island, this is a Russian warship. I repeat: put down your arms... or you will be bombed." The 13 Ukrainian border guards replied: "Russian warship, go f… yourself." Russians captured the island via helicopter assault; defenders were taken POW but later exchanged and awarded Ukraine's Hero of Ukraine title. Consequently, legacy media began painting a rather rosy picture of the Ukrainian campaign. Below, the reader will find several examples: - The Atlantic - "Ukraine Is Winning. Don't Let Up Now." (March 28, 2022). This opinion piece by Eliot A. Cohen expressed strong optimism about Ukraine's battlefield performance, crediting heroic resistance and Western aid while critiquing Russia's weaknesses. Key quotes: "Truly magnificent Ukrainian resistance — heroic and clever at once — backed by Western arms and intelligence accounts for much of this." and "If Ukraine prevails, its example will be at least a partial deterrent to further adventures by Russia, and perhaps by China." The article urged continued support to secure a Ukrainian victory. [2] - The Washington Post - "Ukraine-Russia talks stir optimism, but West urges caution" (March 29, 2022). This news report highlighted positive developments from peace talks in Istanbul, where Russia pledged to reduce military operations around Kyiv, fostering hope for a resolution favourable to Ukraine. It noted enthusiasm around Ukraine's proposals for neutrality with security guarantees, though tempered by skepticism. A key optimistic element: The talks "stirred a glimmer of hope" amid Ukraine's successful defence, with Ukrainian negotiators pushing for international backing to end the conflict on terms that preserved sovereignty. [3] - Associated Press (AP) - "Russia says it will cut back operations near Ukraine capital" (March 29, 2022). This wire report conveyed optimism following Russia's announcement of scaling back assaults on Kyiv and Chernihiv, interpreting it as a sign of Ukrainian leverage in negotiations. Key quote: "Russia announced Tuesday it will significantly scale back military operations near Ukraine’s capital and a northern city, as the outlines of a possible deal to end the grinding war came into view at the latest round of talks." It portrayed this as a potential turning point, with Ukraine's delegation outlining a framework for neutrality backed by guarantor nations.[4] - Deutsche Welle (DW) - "Ukrainians have won the information war" (March 7, 2022). While primarily focused on the information domain, this article by historian Margaret MacMillan extended optimism to the broader conflict, arguing that Ukraine's narrative success bolstered its military position. Key quote: "The Ukrainians have won the information war... This is helping them win support around the world, which in turn is translating into real help on the ground." It emphasized global sympathy, fuelling aid that could tip the scales toward Ukrainian victory.[5] - In a rather absurd tone, the Polish media reported that a Kiev female resident destroyed a Russian military drone with a jar of pickles when enjoying a cigarette on her balcony.[6] Reality on the ground was somewhat different, however. In fact, as Valerii Zaluzhnyi, Ambassador of Ukraine to the United Kingdom, ex-Commander-in-Chief of the Armed Forces of Ukraine, rightly observed, before the invasion by Russia, the Armed Forces of Ukraine faced several significant challenges: 1. Numerical and Equipment Inferiority: As of the end of 2021, the Russian army was about five times larger than the Ukrainian army, with four times more tanks and armoured combat vehicles, 3.4 times more artillery, and 4.5 times more attack helicopters. The Ukrainian Navy was notably weaker, lacking aircraft carriers, destroyers, corvettes, or submarines.[7] 2. Underfunding and Stagnation: Despite politicians declaring that more than 5% of GDP was allocated to security and defence, less than half of the allocated budget went to the Ministry of Defence. There was no increase in funding for developing and procuring weapons and equipment, with most money going to financial support for the military personnel. This led to stagnation, with a lack of finances for development and combat readiness, personnel outflow, and understaffed military units. 3. Limited Combat Brigades: At the time of appointment of the author as Commander-in-Chief in August 2021, there were only 24 combat brigades in the Armed Forces of Ukraine, with 12 already engaged in combat in the East and South. Only 12 combat brigades remained available for deployment in the event of aggression. 4. Insufficient Modern Weapons: Ukraine had very few modern weapons compared to Russia. The total need for funds to repel aggression, including replenishing missile and ammunition stocks, was estimated at hundreds of billions of hryvnias, which the Armed Forces did not have. 5. Lack of Strategic Reserves and Preparedness: The Armed Forces were unable to create sufficient strategic reserves, which are crucial in a strategy of defeat. Ukraine was significantly inferior in personnel, weapons, and military equipment, and lacked the preparation to meet the scale of the impending invasion. These challenges left Ukraine vulnerable and enabled Russia to pursue a strategy of defeat through swift, decisive military action. Reality on the ground – how much has the war cost so far? Russia's invasion has imposed staggering financial burdens on Ukraine and its Western allies through December 2025. Available reports evaluate these costs, encompassing direct damages, economic contractions, and international aid expenditures, drawing from economic assessments and aid trackers. Ukraine has endured profound economic devastation. According to the World Bank's February 2025 Rapid Damage and Needs Assessment, the country requires an estimated $524 billion for reconstruction over the next decade, reflecting cumulative physical damages from infrastructure destruction, housing losses, and disrupted industries.[8]     Source: UKRAINE FOURTH RAPID DAMAGE RDNA4 AND NEEDS ASSESSMENT. (2025, February). World Bank Group. https://documents1.worldbank.org/curated/en/099022025114040022/pdf/P180174-ca39eccd-ea67-4bd8-b537-ff73a675a0a8.pdf The war has apparently obliterated key sectors: agriculture, energy, and manufacturing suffered massively, with export routes like Black Sea ports blocked, leading to a 30% GDP contraction in 2022 alone. By mid-2025, Ukraine's GDP remained 25-30% below pre-war levels, with annual losses projected at $40-50 billion due to reduced output and trade.[9] Military expenditures have surged, consuming over 50% of the national budget, totalling around $100 billion since 2022, funded partly through domestic borrowing and inflation, which peaked at 26% in 2022. [10] Humanitarian costs, including the displacement of 6 million refugees and internal migrants, add billions in social support.[11] Overall, projections estimate Ukraine's total war-related economic harm at $2.4 trillion by 2025, though this likely understates indirect effects like human capital loss and environmental damage.[12] Western nations, primarily the United States and European Union members, have shouldered high costs through aid and indirect economic repercussions. Total bilateral aid from Western donors exceeded €400 billion ($430 billion) by June 2025, including military, financial, and humanitarian support.[13] The U.S. has committed $175 billion in appropriations, with $130.6 billion spent by August 2025, including $66.9 billion in military assistance like weapons and training.[14] EU institutions and member states provided nearly $197 billion, encompassing $63.2 billion from EU budgets and refugee support for 8 million arrivals.[15] The UK itself pledged £12.8 billion, with £7.8 billion for the military.[16] Beyond aid, the war triggered economic shocks in the West. Energy prices soared due to sanctions on Russian oil and gas, contributing to EU inflation averaging 8-10% in 2022-2023 and to a 0.5-1% reduction in annual GDP growth.[17] The U.S. faced similar inflationary pressures, with global growth slowing to 3.1% in 2022, partly from supply disruptions.[18] Proximity to the conflict amplified costs for Eastern EU states, with cumulative GDP shortfalls estimated at €200-300 billion across Europe by 2025.[19] All in all, the war's financial toll surpasses $3 trillion combined for Ukraine and its supporters, straining budgets and exacerbating global inequalities.[20] Sustained aid is vital for Ukraine's resilience, but escalating costs underscore the need for diplomatic resolutions to mitigate further economic fallout. To be continued… References [1] Colibășanu, A., Crowther, A., Hickman, J., & Scutaru, G. (2022, September 27). The Strategic Importance of Snake Island. CEPA. https://cepa.org/comprehensive-reports/the-strategic-importance-of-snake-island/ [2] Cohen, E. A. (2022, March 28). Don’t Let Up Now. The Atlantic. https://www.theatlantic.com/ideas/archive/2022/03/west-strategy-against-russia-ukraine-war/629387/ [3] Fahim, K., Stern, D. L., Lamothe, D., & Khurshudyan, I. (2022, March 29). Don’t Let Up Now. The Washington Post. https://www.washingtonpost.com/national-security/2022/03/29/ukraine-russia-turkey-negotiations/ [4] Jones, T. (2022, March 30). Optimism, pessimism or skepticism? News outlets focus on the right thing in Russia-Ukraine coverage. Poynter. https://www.poynter.org/commentary/2022/optimism-pessimism-or-skepticism-news-outlets-focus-on-the-right-thing-in-russia-ukraine-coverage/ [5] Haas, B. (2022, March 7). Ukrainians have won the information war. DW. https://www.dw.com/en/ukrainians-have-won-the-information-war-historian-margaret-macmillan/a-61022603 [6] Wawrzusiszyn, D. (2022, March 8). To były pomidory, a nie ogórki. Znaleziono Ukrainkę, która strąciła drona słoikiem. Na:Temat. https://natemat.pl/400859,znaleziono-ukrainke-ktora-stracila-drona-sloikiem-z-ogorkami [7] Zaluzhnyi, V. (2025, November 29). Politics and War. Reality vs Expectations. LIGA.Net. https://www.liga.net/en/politics/opinion/politics-and-war-reality-vs-expectations#comment-list-4601543 [8] Ukraine. (2025, December 9). World Bank Group. https://www.worldbank.org/ext/en/country/ukraine [9] Gorodnichenko, Y., & Vasudevan, V. (2025, July 27). The (projected) cost of Russian aggression. CEPR. https://cepr.org/voxeu/columns/projected-cost-russian-aggression [10] Samoiliuk, M. (2025, December 8). Ukraine War Economy Tracker. Centre For Economic Strategy. https://ces.org.ua/en/tracker-economy-during-the-war/ [11] Rogoff, K. (2025, December 9). The Long-lasting Economic Shock of War. International Monetary Fund. https://www.imf.org/en/publications/fandd/issues/2022/03/the-long-lasting-economic-shock-of-war [12] Gorodnichenko, Y., & Vasudevan, V. (2025, July 27). The (projected) cost of Russian aggression. CEPR. https://cepr.org/voxeu/columns/projected-cost-russian-aggression [13] Davis Jr., E., & Wolf, C. (2025, March 11). The Long-lasting Economic Shock of War. U.S.News. https://www.usnews.com/news/best-countries/articles/these-countries-have-committed-the-most-aid-to-ukraine [14] U.S. Security Cooperation with Ukraine. (2025, March 12). U.S. Department of State. https://www.state.gov/bureau-of-political-military-affairs/releases/2025/01/u-s-security-cooperation-with-ukraine [15] EU Assistance to Ukraine (in U.S. Dollars). (2025, November 19). Delegation of the European Union to the United States of America. https://www.eeas.europa.eu/delegations/united-states-america/eu-assistance-ukraine-us-dollars_en?s=253 [16] Mills, C. (2025, July 17). Military assistance to Ukraine (February 2022 to January 2025). UK Parliament. https://commonslibrary.parliament.uk/research-briefings/cbp-9477/ [17] The cost of EU Member States’ proximity to the war. (2025, November 17). European Commission. https://economy-finance.ec.europa.eu/cost-eu-member-states-proximity-war_en [18] Jenkins, B. M. (2023, March 7). Consequences of the War in Ukraine: The Economic Fallout. European Commission. https://www.rand.org/pubs/commentary/2023/03/consequences-of-the-war-in-ukraine-the-economic-fallout.html [19] The cost of EU Member States’ proximity to the war. (2025, November 17). European Commission. https://economy-finance.ec.europa.eu/cost-eu-member-states-proximity-war_en [20] Rogoff, K. (2025, December 9). The Long-lasting Economic Shock of War. International Monetary Fund. https://www.imf.org/en/publications/fandd/issues/2022/03/the-long-lasting-economic-shock-of-war

Diplomacy
Russia US Peace Plan as Russian American and Ukrainian deal to end the war as an agreement of Moscow and Washington Kyiv on the outside in negotiations.

Peace in Ukraine? Believe it when you see it, especially if demands are prioritized

by Oleksa Drachewych

The United States recently — and suddenly — announced a 28-point peace plan to end Russia’s war in Ukraine, seemingly jointly written with Russian delegates, and presented it to Ukraine. The leaked contents of the peace plan caused concerns for Ukrainian representatives, European leaders and some American politicians. Yet it has nonetheless led to “meaningful progress”, according to the White House, on a revised peace proposal drafted by Ukrainian and American delegates in Geneva. Ukraine has reportedly agreed to the deal, with minor tweaks, while Russia says it’s premature to say a resolution is close, even as Russian representatives met with U.S. delegates in Abu Dhabi to discuss the revised plan. What was in the first plan? The leaked initial 28-point plan was criticized for asserting many Russian demands that date back to the initial peace negotiations of March and April 2022: • It placed a limit of 600,000 troops on Ukraine’s military; • It prevented Ukraine from having long-range missiles; • It placed a permanent ban on Ukrainian membership in NATO; • It included protections of Russian language and the Russian Orthodox Church in Ukraine. It also explicitly gave the entire Donbas region of eastern Ukraine to Russia, and called on the international community to recognize full Russian control of the Donbas and Crimea and control of Kherson and Zaporizhzhia on the front lines. In return, there would be “reliable security guarantees” envisioned by U.S. President Donald Trump: a NATO-style “Article 5” for Ukraine. This would mean if Ukraine was purposefully attacked by Russia in the future, the U.S. and other parties involved would come to Ukraine’s defence through sanctions, diplomatic pressure and military support, if necessary. In many of the economic and security arrangements that could emerge from the agreement, Russia and the United States would manage them together under the terms of the 28-point plan. The original plan also offered amnesty to all parties for any crimes and atrocities committed during the war, meaning Russia would not be brought to justice for war crimes. It also called for Russia’s return to European and global affairs, ending its political isolation with the West by reforming the G8. In short, the agreement would essentially act as if the war in Ukraine never happened. Was this a joint U.S.-Russia plan? The origins of the peace plan have been widely debated. The stilted language in the English version has led some to speculate it was translated from Russian. American senators said U.S. Secretary of State Marco Rubio, when briefing them, called the deal a “Russian wish list.” The draft reportedly came as a result of meetings held in Florida between Trump’s son-in-law, Jared Kushner, special envoy Steve Witkoff and Russian envoy Kirill Dmitriev, a noted Putin supporter. Rubio has insisted it was a U.S.-crafted document while Russian President Vladimir Putin said Russia could accept the peace plan. The fact that the document tended to mirror many of Russia’s demands immediately put Ukraine, and Europe, on the defensive. Trump declared that Ukraine would have until American Thanksgiving — Thursday, Nov. 27 — to agree to the plan. He has since softened his stance. But he’s also lambasted Ukraine’s leadership for not showing sufficient “gratitude” for American efforts to bring peace to Ukraine. Details of Europe’s plan In response, European leaders offered their own peace plan. They largely removed some of Russia’s most egregious demands, keeping some of the 28 points, while placing sensitive issues like NATO membership as something to be determined by NATO members and Ukraine. But it also acceded to some Russian demands, including accepting a cap on Ukraine’s military and offering Russia re-entry into the G8. It included a provision for territorial swaps with negotiations starting from the current front lines instead of recognizing Russia’s annexations. European proposals include using frozen Russian assets as reparations for Russia’s aggression, eliminating any of the amnesty clauses and making the European Union and NATO the key players in any future political, economic and military security arrangements. The European deal also removes key qualifiers in the original 28-point plan that could be manipulated by Russian misinformation — namely that Ukraine would be forced to face Russia alone if it struck either St. Petersburg or Moscow with a missile or it failed to “de-Nazify”, a common and erroneous Russian line of attack against Ukraine. The Kremlin rejected the European counter-plan outright. Where does the deal stand now? Ukrainian and American officials recently met in Geneva to discuss the peace plan. Emerging from the meeting, European leaders were cautiously optimistic while insisting a lot more work needed to be done. Trump stated that “something good just may be happening.” So, what resulted from that meeting? Few details have been leaked. Sources have shared that the 28-point plan has now been pared down to 19. It has also been suggested that key issues like territorial swaps and NATO accession have been left for Trump and Ukraine’s Volodymyr Zelenskyy to discuss at a future meeting. Ukrainian officials have said the plan has been substantially revised and reflects Ukraine’s concerns. The Russian response has been cagey, to say the least. Since there’s been no formal presentation of any revised peace plan, they are electing to say nothing firm. But U.S. Army Secretary Dan Driscoll recently met with Russian delegates in Abu Dhabi. Russian sources, meanwhile, have restated their preference for the original 28-point plan. Seeing is believing While this appears to be the most notable progress in the peace process in months, expectations should be tempered until there’s a presidential summit between Zelenskyy and Putin and until their signatures are on a treaty. Such momentum for peace has happened in the past. And it has often been scuttled by the key sticking points of both nations. Ukraine has continued to demand extensive security guarantees, justice for Russian war crimes, and has rejected territorial swaps. Russia has wanted a pliable Ukraine and one that could remain in its orbit politically and economically. Fundamentally, these positions haven’t changed. At this point, it appears the Ukrainians have managed to bring the Americans to their side in the latest peace talks, which reflects the importance Ukraine places on U.S. support in their fight against Russia. Russia has elected to say little, but if it was to agree to the revised deal, it would represent a seismic shift. For those reasons, believe in success in the peace process when you actually see it.

Defense & Security
Soldier UAV operator launches army drone with bomb to drop into enemy fortifications and trenches. Concept using military robots in modern warfare.

Unmanned aerial vehicle: geopolitical influence, industrial potential and future perspectives

by World & New World Journal

Introduction An unmanned aerial vehicle (UAV) or unmanned aircraft system (UAS), commonly known as drone, is an aircraft without a human pilot, crew or passenger on board, but rather controlled remotely or autonomously. Drones can be seen as cutting-edge technologies with tremendous ramifications across various fields, including military, security, economics, and logistics – ranging from lightweight consumer drones to advanced autonomous combat platforms – that have transformed global security economics and technological developments. Their proliferation marks a shift in the conduct of warfare, industrial processes, and urban infrastructure design. In this context, this article aims to analyze these dynamics across three domains: geopolitical and security implications, economics and industrial processes, and future technological transformation. I. Geopolitical and Security Perspective: "Game Changers" The Dawn of the Unmanned Warfare Era The past decade — and especially during the conflicts in Ukraine, Gaza, and the Caucasus —has showcased an irreversible shift toward unmanned warfare. Low-cost drones have enabled nations and non-state actors to conduct reconnaissance, precision strikes, and electronic warfare at a fraction of traditional military costs. The democratization of drone warfare erodes conventional military hierarchies by giving smaller nations and even non-state groups asymmetric capabilities (Kania, 2020), (Vision of Humanity, 2024). Figure 1: Use of drones by type. A major consequence of this shift is the emergence of continuous aerial presence, which fundamentally alters operational rhythm and tempo. Previously, only major powers could afford persistent surveillance through manned aircraft or satellites. Today, even insurgent groups can deploy swarms of commercial drones to maintain near-constant observation of enemy movements. This constant presence of drones on the battlefield forces militaries to make decisions much faster and operate as if they are always being watched. As drone technology becomes cheaper and more widely available, it also becomes easier for states or groups to launch low-risk, hard-to-trace attacks without putting their own people in danger. This reduces the barrier to starting or escalating conflicts and makes the overall situation far more unpredictable. On the other hand, despite automation, drone warfare remains heavily dependent on human adaptation, moreover, in practice, drones’ use is constrained by weather, terrain, and limited night capability (Newton, 2025). Nonetheless, and as seen in the Ukraine War, the adaptation, development and improvement of the designs and systems have skyrocketed and shortened from months to weeks. A Paradigm Shift in Modern Warfare Traditional doctrines built around armored vehicles, manned aircraft, and centralized command structures are giving way to distributed, networked, and automated operations. Drones allow for constant ISR (intelligence, surveillance, reconnaissance), rapid kill chains, and battlefield transparency that reduces the effectiveness of concealment and mass maneuver (Biddle & Oelrich, 2016). Swarm technology further accelerates this shift by overwhelming air defenses through algorithmic coordination. On a broader strategic level, unmanned systems are transforming operational art, forcing militaries to rethink how they structure campaigns. Instead of relying on a small number of high-value manned platforms, modern forces must integrate thousands of expendable, semi-autonomous assets into a coherent command-and-control ecosystem. This shift elevates the importance of data fusion, algorithms, and electronic warfare, as success increasingly depends on which side can process information more effectively rather than which side has heavier armor or more firepower. Furthermore, the psychological effects of drone warfare — constant monitoring, unpredictable strikes, and the invisibility of operators — alter the morale and behavior of both soldiers and civilians. In this sense, unmanned warfare not only changes tactics but reshapes the human dimension of conflict. Evolution of Defense Strategies States now are prioritizing anti-drone systems (C-UAS), electronic warfare, and resilient supply chains. Defense strategies emphasize dispersion, decoys, deception, and multi-layered air defense, recognizing that the cost ratio favors attackers using cheap drones against expensive assets. Militaries increasingly incorporate AI-enabled targeting, autonomous perimeter defense, and drone-versus-drone combat (Mehta, 2022). The rapid evolution of offensive drone capabilities has forced governments to pursue a new generation of integrated counter-unmanned systems, blending kinetic interceptors, directed-energy weapons, radio-frequency jamming, and cyber tools. However, the challenge is not merely technological — it is organizational. Modern militaries must revise procurement cycles, adopt flexible doctrine, and restructure units to counter the fast-changing drone threat. For example, some nations are creating dedicated “drone defense battalions” or embedding electronic warfare teams at lower echelons of command. Once more the Ukraine War is a good example: Ukraine’s early-warning systems (so called, “drone walls”) use layered reconnaissance UAVs to identify threats and enhance battlefield visibility, unfortunately, these are highly vulnerable to electronic warfare and radar destruction. More examples include the fiber-optic FPV drones as countermeasure of jamming, or decoy drones to lure air defenses and absorb munitions. (Newton, 2025) The rise of drone warfare also places huge demand on secure communications and resilient digital infrastructure; adversaries increasingly target supply chains, software vulnerabilities, and satellite links that control unmanned systems. Thus, the evolution of defense strategies represents a multi-domain effort that spans hardware, software, organizational culture, and national-level industrial capacity. Major Countries' Competition in Drone Weapon Development The United States, China, Israel, Turkey, and Iran dominate the global drone arms race, while Russia and Ukraine deserve a special mention too. • USA: it focuses on high-tech autonomous systems, for example the MQ-25, Collaborative Combat Aircraft. In addition, according to the Federal Aviation Administration they have an estimated 822,039 drones registered as of July 2025. (FAA, 2025)• China: leads in export volume, offering cost-competitive platforms like the Wing Loong series (Fischer, 2020).• Turkey: gained strategic influence through the Bayraktar TB2, proven in multiple regional conflicts like the Nagorno-Karabakh in 2020 or its use for strategic communications for Ukraine during the ongoing conflict. (Péria-Peigné, 2023)• Israel: its research, development and production of innovative drone technology and exports roughly $500 million worth of UAV-related products per year, have positioned Israel as a world leader in the area. Israel is well known for its indigenous and competitive manufacturing UAVs like the Hermes 450, the Searcher Mk II and the Heron. (Sadot, s.f.)• Iran: their Shahed-136 drone is a low-cost drone that has gained attention internationally as it has shown affordability, precision, long-range, and cheapness during the Ukraine War – deployed by Russia. (Kesteloo, 2025)• Ukraine: has emerged as a leader in tactical warfare, including mass quantities of low-cost First-Person View (FPV) drones for frontline and deep-strike operations. But also, it has implemented “Spider’s Web” operations, which strike deep inside Russia, while using low-cost assets but with strategic and punctual strikes. Ukraine has also expanded into the maritime domain with unmanned surface vessels (USVs) using them with a kamikaze-style operation targeting ships and critical offshore infrastructure in the Black Sea. (Newton, 2025)• Russia: the war has institutionalized an UAV doctrine with mass deployment of FPV drones (Newton, 2025) and the creation – similar to Ukraine – of an Unmanned System Force (USF) aiming to encompass aerial, land and surface drones. (Altman, 2025) II. Economic & Industrial Perspective: “Flying Industrial Revolution” Future Logistics and Delivery Systems Beyond the battlefield, drones are reshaping global economies and enabling new industrial ecosystems. For instance, drones are rapidly transforming last-mile delivery by reducing transportation time, bypassing road congestion, and enabling access to remote or disaster-affected areas. Companies like Amazon, Wing, and Zipline have already demonstrated how unmanned aircraft can deliver medical supplies, parcels, and consumer goods more efficiently than traditional vehicles. As autonomous navigation, battery technology, and payload capacity continue to improve, drones are expected to become critical components of global supply chains, especially in regions where infrastructure is limited or demand for ultra-fast delivery is increasing. Global drone delivery is expected to reach multi-billion-dollar scale by 2030 (PwC, 2023). In the longer term, logistics networks are expected to evolve into hybrid ground–air systems, where drones work alongside autonomous ground vehicles and smart warehouses. These systems could drastically reduce operational costs by automating pickup, sorting, and delivery processes. Integrating drones with AI-driven inventory management and predictive delivery algorithms will allow companies to anticipate demand and route products dynamically. As eVTOL cargo aircraft mature, the concept of “airborne logistics hubs” may also emerge, enabling rapid long-distance transport between distribution centers without the need for airports. Together, these developments point toward a future where aerial logistics are not just an add-on, but a central pillar of modern supply chains. Improving Industrial Efficiency Across agriculture, energy, construction, and mining drones significantly improve efficiency by automating tasks that previously required expensive equipment or manual labor. By replacing manned inspection systems, drones can reduce labor costs, increase safety, and provide data of unprecedented detail (McKinsey, 2022). For example, farmers use drones for precision spraying and crop monitoring, reducing fertilizer and water usage. Energy companies deploy unmanned systems for pipeline inspections and powerline surveys, minimizing downtime and enhancing worker safety. Construction and mining firms rely on drones for site mapping, progress tracking, and 3D modeling, improving project accuracy while lowering operational costs. Beyond task automation, drones are becoming essential to data-driven industrial optimization. Equipped with thermal sensors, LiDAR, and multispectral cameras, unmanned systems can capture high-resolution data that feeds directly into AI analytics platforms. This allows companies to detect inefficiencies, predict equipment failure, and optimize resource allocation in real time. As industries move toward digital twins — virtual models of physical assets — drones will play a key role in continuously updating these systems with accurate spatial and environmental data. The result is a more responsive, efficient, and resilient industrial ecosystem that leverages aerial automation for competitive advantage. Regulatory Environment and Market Growth Regulation remains the single most influential factor shaping the global drone market. Governments are gradually introducing frameworks to enable Beyond Visual Line of Sight (BVLOS) operations, Remote ID tracking, and certification standards for commercial drones. Regions like the European Union have adopted unified risk-based rules through EASA, while the United States continues to refine its Part 107 and UTM integration policies through the FAA. These regulatory milestones are essential for scaling commercial drone usage, as they provide clarity to manufacturers, operators, and investors. As regulatory frameworks mature, they are also becoming a competitive advantage for regions that adopt them early. Countries that implement drone-friendly ecosystems — such as Singapore, the UAE, and Rwanda — are rapidly emerging as hubs for drone research, testing, and deployment. This regulatory momentum encourages multinational companies to establish operations in these markets, accelerating local innovation and talent development. Furthermore, harmonized international standards will make it easier for drone manufacturers to reduce production complexity and expand globally. Ultimately, the pace of market growth will depend not just on technological advancement but on how effectively governments balance innovation with safety, privacy, and public acceptance. Investment Trends Investment in drone-related technologies has surged, driven by the convergence of autonomy, artificial intelligence, and advanced manufacturing. Venture capital firms increasingly fund companies developing autonomous navigation systems, UTM software, battery technology, and specialized industrial drones. Defense investors continue to expand their portfolios into dual-use drone companies, reflecting growing geopolitical interest and national security incentives. Meanwhile, major tech firms and automotive companies are exploring opportunities in cargo drones, eVTOL aircraft, and autonomous mobility ecosystems. Beyond private investment, government funding and public–private partnerships are accelerating drone adoption globally. Many nations are launching test corridors, innovation hubs, and subsidies to attract drone startups and support local manufacturing. This trend is particularly strong in Asia and the Middle East, where governments see drones as strategic tools for digital transformation and economic diversification. As markets mature, investment is shifting from hardware-heavy startups toward software, analytics, and integrated airspace management solutions — reflecting a broader transition from drone manufacturing to drone ecosystems. This shift signals a long-term, sustainable evolution of the drone industry from early experimental phases to full-scale commercial and civil integration. III. Future Technologies The Need for Unmanned Traffic Management (UTM) As drones and future eVTOL air taxis multiply, low-altitude airspace will become increasingly crowded. To prevent collisions and maintain order, UTM frameworks — already being developed by NASA, the FAA, EASA, and ICAO — aim to coordinate autonomous flights using real-time tracking, automated route planning, and digital air corridors (Kopardekar, 2016). These systems will act as the “air-traffic control of the future,” but designed for far larger numbers of smaller, faster-moving vehicles. In addition, as demand grows, it is likely that UTM will evolve into a fully automated, AI-driven airspace ecosystem capable of managing thousands of simultaneous flights with minimal human oversight. Future systems could incorporate weather prediction, dynamic rerouting, and AI-powered detect-and-avoid features, which more than a technical upgrade, would transform the air mobility in the cities worldwide. Global Standardization Competition The need for standard UTM, drone certifications, communication systems, and detect-and-avoid technology is critical, but it also represents a geopolitical contest. The U.S., the European Union, and China are each developing distinct technological ecosystems, hoping their standards will dominate global markets. Whichever region’s standards become the international norm will shape supply chains, aircraft design, and regulatory practices for decades. This competition mirrors earlier battles over telecommunications and 5G. Nations that establish widely adopted drone standards will gain strategic advantages, including influence over global manufacturing, software ecosystems, and aviation governance. As a result, UTM and drone certification are no longer just technical debates — they have become instruments of national power, economic leverage and somehow geopolitical importance. Urban Safety and Privacy Issues In addition, another major concern for cities is the widespread adoption of drones itself, which translates into surveillance risks, noise pollution from frequent flights, and vulnerability to cyberattacks that could compromise flight controls. Therefore, urban areas need strict rules governing data collection, flight paths, and liability in case of accidents to maintain public trust and safety. In the future, cities will also require integrated emergency response protocols, stronger cybersecurity defenses, and digital identity systems for all unmanned aircraft. Public engagement and transparent oversight will play a major role in ensuring that drones enhance urban life without creating new forms of intrusion or risk. Managing these challenges will be essential for the successful adoption of unmanned urban mobility. Integration with Future Urban Infrastructure In line with the previous section, smart cities could incorporate drones into their core infrastructure. For example, vertiports, rooftop landing pads, sensor-equipped air corridors, and digital twins could enable efficient navigation and real-time monitoring. In addition, drones will become essential for urban mobility and public services – from medical or any goods deliveries to emergency response like fire unit responses. As cities evolve, this integration will create a hybrid transportation ecosystem, where ground vehicles, aerial drones, and automated control systems would operate in sync. Urban planning will increasingly consider airspace as a valuable layer of infrastructure, much like roads or power grids. Therefore, collaboration between governments, industry, and technology providers to design cities capable of supporting high-density autonomous air mobility is required. Conclusion Unmanned systems are redefining the global balance of power, transforming industrial processes, and reshaping urban futures. The convergence of autonomy, AI, and networked airspace introduces both unprecedented opportunity and profound risk. Geopolitically, drones dilute traditional military dominance; economically, they catalyze a new airborne industrial revolution; technologically, they push societies toward complex management of shared automated airspace. Future policy, regulation, and innovation will determine whether unmanned systems become drivers of prosperity or vectors of instability. References Altman, H. (2025, November 13). Russia Creates New Military Branch Dedicated to Drone Warfare. The War Zone (TWZ). https://www.twz.com/news-features/russia-creates-new-military-branch-dedicated-to-drone-warfare Amazon. (2023). Prime Air: The Future of Drone Delivery. Amazon Corporate Publications. Biddle, S., & Oelrich, I. (2016). Future Warfare in the Age of Drones. Council on Foreign Relations. Deloitte. (2022). Drones in Industrial Operations: Transforming Asset Inspection and Performance. Deloitte Insights. FAA (Federal Aviation Administration). (2023). Integration of Unmanned Aircraft Systems into the National Airspace System. U.S. Department of Transportation. FAA (Federal Aviation Administration). (2025). Drones. https://www.faa.gov/uas Fischer, S. (2020). China’s Military–Civil Fusion Strategy: A View from Washington. U.S.–China Economic and Security Review Commission. Kania, E. B. (2020). Learning Warfare from the Laboratory: China’s Progress in Military Innovation. Center for a New American Security (CNAS). Kesteloo, H. (2025, September 29). Global Military Drone Race Intensifies as Nations Rush to Copy Iran’s Shahed Design. Medium. https://medium.com/@hayekesteloo/global-military-drone-race-intensifies-as-nations-rush-to-copy-irans-shahed-design-404badf482fb Kopardekar, P. (2016). Unmanned Aircraft System (UAS) Traffic Management (UTM) Concept of Operations. NASA Ames Research Center. McKinsey & Company. (2022). The Commercial Drone Market Outlook: Insights on Market Growth, Industrial Adoption, and Regulation. McKinsey Robotics & Automation Practice. Mehta, A. (2022). Counter-Drone Systems and the Future of Air Defense. Defense News. Newton, M. (2025, November 3). How Are Drones Changing War? The Future of the Battlefield. Center for European Policy Analysis (CEPA). https://cepa.org/article/how-are-drones-changing-war-the-future-of-the-battlefield/ Péria-Peigné, L. (2023, April 17). TB2 Bayraktar: Big Strategy for a Little Drone. IFRI. https://www.ifri.org/en/memos/tb2-bayraktar-big-strategy-little-drone PwC. (2023). Clarity from Above: Global Drone Market Analysis. PwC Global. Roland Berger. (2022). Urban Air Mobility: The Rise of the Drone Economy. Roland Berger Strategy Consultants. Rwanda Civil Aviation Authority. (2021). Regulatory Framework for Drone Delivery and BVLOS Operations. Government of Rwanda. Sadot, U. (n.d.). Proliferated Drones: A Perspective on Israel. Center for a New American Security (CNAS). https://drones.cnas.org/reports/a-perspective-on-israel/ Schmidt, E., Work, R., & Clyburn, M. (2021). Final Report: National Security Commission on Artificial Intelligence. U.S. Government Printing Office. Singer, P. W. (2009). Wired for War: The Robotics Revolution and Conflict in the 21st Century. Penguin Books. Statista. (2023). Global Drone Market Value and Investment Trends. Statista Market Outlook. Vision of Humanity. (2024, June 13). How Drones Have Shaped the Nature of Conflict. https://www.visionofhumanity.org/how-drones-have-shaped-the-nature-of-conflict/ Wing (Alphabet). (2023). Autonomous Delivery Networks and Future Logistics. Wing Technical Publications. Zipline. (2022). Operational Impact of Automated Medical Delivery by Drone. Zipline International Case Studies.

Defense & Security
Missiles in front EU flag. Air defense systems European Union. Cruise missiles in Europe. Concept weapons development in Europe. Stockpiles strategic missiles. Concrete wall in foreground. 3d image

Nuclear Sharing Between the U.S. and the EU. Benefits and Challenges.

by Krzysztof Śliwiński

Abstract This paper examines the NATO nuclear sharing arrangement, focusing on its benefits and challenges within the U.S.-EU security framework. Nuclear sharing involves the U.S. deploying B61 nuclear bombs in select European NATO countries, with host nations providing delivery systems and infrastructure while the U.S. retains full control, ensuring compliance with the Treaty on the Non-Proliferation of Nuclear Weapons (NPT). The arrangement strengthens NATO's deterrence posture, promotes alliance cohesion, and supports non-proliferation by dissuading the development of independent nuclear arsenals. Recent geopolitical tensions, especially Russia's invasion of Ukraine, have intensified calls for expanding sharing to countries like Poland, enhancing deterrence on NATO's eastern flank. Exercises such as Steadfast Noon validate operational readiness and signal resolve. Critics, however, highlight legal and escalation risks, potential NPT violations, and domestic opposition in host countries. Despite these issues, nuclear sharing remains a crucial component of Euro-Atlantic security, adapting to evolving threats while balancing deterrence, alliance unity, and non-proliferation goals.  Key Words: International Security, Weapons of Mass Destruction, Nuclear Sharing, Alliances Introduction Nuclear sharing is a cornerstone of NATO's deterrence strategy, designed to distribute the benefits, responsibilities, and risks of nuclear deterrence across the Alliance. Under these arrangements, the United States deploys a limited number of B61 nuclear gravity bombs at bases in several European NATO member states. At the same time, those host countries provide the necessary infrastructure, security, and dual-capable aircraft (DCAs) to deliver weapons in a crisis. The weapons remain under full U.S. custody and control at all times, in compliance with the Treaty on the Non-Proliferation of Nuclear Weapons (NPT). A nuclear mission can only be authorised after explicit political approval from NATO's Nuclear Planning Group (NPG), which includes all NATO members, and the U.S. President (and potentially the UK Prime Minister). This setup ensures collective decision-making and underscores the U.S.'s extended deterrence commitments to its allies, helping prevent nuclear proliferation by giving non-nuclear states a stake in the Alliance's nuclear posture without independent arsenals.[1] The arrangements originated in the Cold War era, with the first U.S. atomic weapons arriving in Europe in 1954. By the 1960s, they were formalised through the NPG to allow non-nuclear allies input on nuclear policy. Today, approximately 100 B61 bombs are forward-deployed in Europe, hosted by five NATO countries: Belgium, Germany, Italy, the Netherlands, and Turkey. Seven NATO allies contribute DCA, including F-16s and F-35s, which serve dual roles in conventional operations and as potential nuclear delivery platforms. France and the UK maintain independent nuclear forces that complement the US-led sharing but operate outside the formal NATO structure. While the question references the EU, nuclear sharing is strictly a NATO framework; all host countries are EU members except Turkey, creating significant overlap but no direct EU-level involvement.[2] These arrangements serve multiple purposes: they enhance Alliance cohesion, provide tools for managing escalations in conflicts, and signal resolve to adversaries, such as Russia. Recent geopolitical tensions, including Russia's invasion of Ukraine, have prompted discussions about expanding sharing to strengthen deterrence on NATO's eastern flank.[3] Poland, a NATO member since 1999, has long advocated for a stronger role in the Alliance's nuclear mission amid heightened Russian threats, particularly following the 2022 invasion of Ukraine. In June 2023, Polish Prime Minister Mateusz Morawiecki first publicly expressed interest in hosting U.S. nuclear weapons under NATO's sharing policy, arguing it would bolster deterrence without violating the NPT. This push intensified in early 2025, driven by concerns over U.S. reliability under the second Trump administration and Russia's aggressive posture.[4]   On March 13, 2025, President Andrzej Duda explicitly urged the U.S. to deploy nuclear warheads on Polish territory, stating in interviews that NATO infrastructure—including nuclear assets — should "shift east" to match the eastward expansion of the Alliance's borders since 1999. He emphasised that such a move would enhance security guarantees and deter future Russian aggression, while also praising France's potential extension of its "atomic umbrella" as a complementary option. Duda's proposal carried domestic political weight, positioning Poland's conservative opposition as pro-U.S. ahead of the May 2025 presidential election, where candidates debated transatlantic ties versus European autonomy.[5] Proponents argue Poland is an ideal candidate: it spends 4.7% of GDP on defence (exceeding NATO's 2% target), has built one of Europe's strongest militaries, and hosts significant U.S. rotational forces. Analysts suggest that deployment could involve adapting Polish F-35s for DCA roles or constructing secure storage facilities. However, logistical and political hurdles remain, including a potential Russian backlash and the need for NPG consensus.[6] As of October 2025, however, no U.S. nuclear weapons have been deployed to Poland, and the proposal remains under discussion without a formal U.S. commitment. Instead, Poland has deepened integration through participation in NATO's annual Steadfast Noon nuclear exercise, which began on October 13, 2025, across Belgium, the Netherlands, and the North Sea — testing procedures for credibility and safety. Poland joined as a full participant alongside Finland, Germany, and the U.S., signalling growing involvement in nuclear planning but stopping short of hosting assets. Alternatives like a dedicated U.S. "nuclear umbrella" declaration for Poland have been floated to avoid escalation without physical deployment.[7] What academics say Academic experts agree that Nuclear sharing is a cornerstone of NATO's defence strategy. This arrangement refers to an agreement according to which the United States deploys non-strategic nuclear weapons on allied territory while maintaining ownership and peacetime custody.[8]This allows selected NATO members to participate in nuclear planning and provide delivery systems, creating a framework that extends American nuclear deterrence across the Alliance. The operational structure of nuclear sharing involves dual-key arrangements in which both U.S. and host-nation authorisation are required for weapon employment. The United States maintains absolute control and custody of its nuclear weapons forward-deployed in Europe, while Allies provide military support for the DCA mission with conventional forces and capabilities. Nuclear sharing arrangements play a vital role in the Alliance's interconnection and remain a key component of security guarantees and the indivisibility of security across the entire Euro-Atlantic area.[9] These arrangements are coordinated through NATO's Nuclear Planning Group, ensuring multilateral consultation on nuclear policy and targeting decisions. Currently, only five European NATO members have signed bilateral nuclear-sharing agreements with the U.S. These are: Belgium, Germany, Italy, the Netherlands, and Turkey, under which the U.S. stores B61 nuclear gravity bombs at their airbases and their dual-capable aircraft can deliver them in a NATO context. These arrangements, dating back to the Cold War and reaffirmed in subsequent treaties, involve approximately 100 U.S. warheads as of 2025.[10] Nuclear sharing serves multiple strategic purposes within the alliance framework. It strengthens extended deterrence by visibly integrating allied forces into NATO's nuclear posture, thereby reassuring front-line states of American commitment.[11] Experts claim that these arrangements helped prevent nuclear proliferation by reducing incentives for European allies to develop independent arsenals during the Cold War.[12] Additionally, nuclear sharing distributes the political and operational burdens of nuclear responsibility across participating members rather than concentrating them solely with the United States. However, nuclear sharing faces significant criticisms. Legal scholars argue that forward-deploying U.S. weapons on non-nuclear states potentially contravenes the Non-Proliferation Treaty's spirit, creating ongoing diplomatic tensions with Russia and other nations.[13] Domestic opposition within host countries and concerns about the escalation of crises further complicate these arrangements.[14] Despite these challenges, nuclear sharing remains integral to NATO's deterrence strategy, particularly as renewed great-power competition has reinforced alliance solidarity and commitment to collective defence in the contemporary security environment. Benefits of Nuclear Sharing Firstly, official sources from NATO and the U.S. government consistently highlight the benefits of their efforts in preserving peace, deterring aggression, fostering unity, and aligning with global non-proliferation norms. The primary official argument for nuclear sharing is its role in bolstering NATO's deterrence posture against evolving threats, particularly from nuclear-armed adversaries like Russia. NATO's 2022 Strategic Concept and related documents emphasise that the Alliance's nuclear capabilities, including U.S. forward-deployed weapons, serve to "preserve peace, prevent coercion and deter aggression". [15] The 2024 Washington Summit Declaration reaffirms this, stating that "nuclear deterrence is the cornerstone of Alliance security" and that NATO's capabilities provide the "supreme guarantee" for all members.[16] By integrating U.S. nuclear assets with European contributions, such as DCA from seven Allies, these arrangements complicate adversaries' planning and enhance crisis management. As noted in NATO's factsheet, "nuclear sharing provides military and political tools for deterrence and can be used to manage escalation in a crisis," with DCA serving as a "visible and valuable instrument for strategic communications" to signal resolve.[17] Accordingly, in a security environment marked by Russia's integration of nuclear forces into its military strategy and threats against Allies, nuclear sharing ensures credible deterrence without provoking conflict. NATO’s former Secretary General Jens Stoltenberg argued that "the purpose of NATO's nuclear weapons is not to provoke a conflict but to preserve peace, deter aggression and prevent coercion," underscoring that arrangements like those involving Germany are vital for the "security of the whole alliance".[18] The U.S. State Department echoes this rationale, claiming that with NATO "numerically outgunned on the central front," nuclear sharing maintains a "nuclear deterrent posture sufficient to deter the Soviet aggression," a logic that persists against modern threats.[19] Against this backdrop, exercises like Steadfast Noon[1] Further strengthen this by simulating nuclear scenarios, ensuring "the credibility, effectiveness, safety and security of the nuclear deterrent mission".[20] Overall, according to official sources, these mechanisms help preserve stability in the Euro-Atlantic area, reduce reliance on nuclear weapons, and adapt to challenges posed by actors such as China and North Korea. Secondly, nuclear sharing fosters unity and shared responsibility among NATO members, distributing the benefits, risks, and political burdens of deterrence more evenly among them. NATO's publications explicitly state that these arrangements "ensure that the benefits, responsibilities and risks of nuclear deterrence are shared across the Alliance," demonstrating "unity and cohesion amongst all Allies" through joint decision-making in the Nuclear Planning Group (NPG).[21] This shared approach, as NATO sources claim, reinforces the indivisibility of security, as outlined in NATO's nuclear policy: "Nuclear sharing arrangements play a vital role in the interconnection of the Alliance and remain one of the main components of security guarantees and the indivisibility of security of the whole Euro-Atlantic area".[22] The 2024 Summit Declaration commits to "modernising its nuclear capabilities" and "strengthening its nuclear planning capability," ensuring broader participation to "demonstrate Alliance unity and resolve".[23] By involving European Allies in Allied dual-capable aircraft (DCA) missions and infrastructure, nuclear sharing is intended to help mitigate disparities in capabilities, promote equitable burden-sharing, and prevent fragmentation within the Alliance. Thirdly, NATO posits that nuclear sharing supports non-proliferation efforts. Contrary to criticisms, official sources argue that nuclear sharing advances non-proliferation by reducing incentives for Allies to pursue independent nuclear programs. NATO's review of the NPT at 50 years notes that these arrangements "have contributed to security in Europe and non-proliferation as Allies under the U.S. nuclear umbrella have not felt pressure to develop their own weapons".[24] Codified during the 1960s negotiations, they comply fully with the Treaty, as both the U.S. and the USSR ensured that no prohibitions were placed on such setups.[25] The U.S. State Department details this compromise, which allowed for "wartime nuclear sharing" without requiring peacetime transfer, thereby reassuring allies like West Germany and dissuading proliferation.[26] Post-Cold War reductions — over 90% in NATO's nuclear stockpile — align with NPT Article VI disarmament goals while maintaining deterrence.[27] This balance facilitates peaceful nuclear cooperation under the IAEA (International Atomic Energy Agency) safeguards, thereby strengthening the global nuclear non-proliferation regime.[28] Finally, according to the U.S. State Department, nuclear sharing underscores the U.S. commitment to European security, countering fears of "decoupling" where allies doubt American resolve. The State Department describes it as addressing whether the U.S. would "sacrifice Chicago to save Hamburg," by making nuclear weapons available for Europe's defence.[29] NATO's policy affirms that U.S. strategic forces, supplemented by forward-deployed assets, provide the "supreme guarantee," with Allies contributing to ensure integration across domains.[30] To sum up, official arguments portray nuclear sharing as indispensable for deterrence, cohesion, non-proliferation, and transatlantic solidarity. These arrangements, according to Western policy-makers and experts, have sustained European stability for decades, with ongoing modernisation ensuring their relevance in an unpredictable world. Nuclear Sharing in the Face of an Ongoing War in Ukraine Nuclear sharing has allegedly bolstered NATO's overall deterrence posture, helping to prevent Russian escalation in Ukraine, including potential nuclear use. NATO's nuclear capabilities, including U.S. forward-deployed weapons in Europe, are described as essential to "preserve peace, prevent coercion and deter aggression" in the face of Russia's nuclear threats and integration of nuclear forces into its strategy.[31] This has indirectly supported Ukraine by signalling to Russia that any significant escalation — such as nuclear strikes or attacks on NATO territory — would invoke a collective response, thereby limiting Russia's options in the conflict. Russia's invasion has been accompanied by nuclear sabre-rattling to deter Western intervention, but nuclear sharing has helped counter this by maintaining credible deterrence without direct NATO involvement in Ukraine.[32] In that sense, the already mentioned exercises like Steadfast Noon simulate nuclear scenarios, reinforcing the "credibility, effectiveness, safety and security" of the deterrent, which has been crucial amid threats from Russia, China, and North Korea. Analysts note that this has made Russian nuclear signalling less credible over time, allowing the West to provide advanced weapons to Ukraine that were initially considered taboo.[33] However, Russia's threats have still delayed and limited the scale of Western aid, such as restrictions on long-range strikes into Russia, due to fears of crossing "red lines".[34] As mentioned before, nuclear sharing agreements have arguably fostered greater unity among NATO allies, enabling sustained military and economic support for Ukraine. By sharing the "benefits, responsibilities and risks of nuclear deterrence," nuclear sharing demonstrates Alliance solidarity and the "indivisibility of security" in the Euro-Atlantic area.[35] This has reassured European allies, particularly those near Russia, allowing them to commit resources to Ukraine without fearing abandonment. For example, Poland's push to join nuclear sharing reflects heightened threat perceptions from the war, aiming to strengthen deterrence and defence in a hostile environment. NATO's support, including intelligence sharing and strategic communications, has, at least in the eyes of Western policy-makers, deterred Russian use of chemical, biological, or nuclear weapons in Ukraine.[36] Without reassurance from nuclear sharing of U.S. commitment — countering fears of "decoupling" — it might have been harder for Europe to maintain this level of involvement.[37] From Russia's perspective, nuclear sharing exacerbates tensions, viewing it as part of NATO's eastward expansion that provoked the invasion.[38] Putin has used this to support claims behind "Russia's Special Military Operation" in Ukraine, framing Ukraine's potential NATO integration as a threat that could place U.S. nuclear weapons near Russia's borders, similar to the Cuban Missile Crisis in reverse. This rationale has fueled Russian nuclear threats, which aim to limit Western aid and prolong the conflict by raising escalation fears.[39] The war has heightened nuclear risks, with some analysts arguing it presents greater dangers than the Cuban Missile Crisis due to the potential for miscalculation.[40] Russia's deployment of tactical nuclear weapons in Belarus as a counter to NATO's sharing arrangements has further escalated postures.[41] Recent decisions by the U.S., UK, and France to allow Ukraine to use long-range missiles against Russian targets have prompted Putin to warn of a direct NATO-Russia war, indirectly tying into nuclear sharing's role in deterrence dynamics.[42] This has possibly complicated peace efforts, as Russia perceives Western escalation as existential, making negotiations harder. As mentioned earlier, nuclear sharing has arguably helped mitigate proliferation risks during the war. By providing a shared nuclear umbrella, it reduces the incentives for allies like Poland and Germany to pursue independent nuclear programs, thereby supporting the NPT.[43] Possibly then, the invasion has not sparked widespread proliferation, partly because NATO's deterrent reassures members. Interestingly, however, the debates over a "European nuclear deterrent" independent of the U.S. — spurred by uncertainties such as potential shifts in U.S. policy under Trump — could undermine this if not managed effectively.[44] The war has also renewed focus on modernising nuclear sharing, with NATO committing to enhancing capabilities at the 2024 Washington Summit.[45] This has indirectly affected Ukraine by diverting Russian resources and attention, though some argue it prolongs the stalemate without a decisive victory. In summary, nuclear sharing has possibly acted as a stabilising force for NATO, enabling robust support for Ukraine and deterring Russian nuclear escalation. However, it has also contributed to heightened tensions and Russian intransigence, complicating pathways to peace. As the war persists into 2025, proposals to expand sharing (e.g., to Poland) reflect its evolving role in countering ongoing threats. Conclusion The "Steadfast Noon" exercises are arguably a clear signal to any potential adversary, including Russia, that NATO is prepared to defend all its members against any threats, including nuclear ones. Such exercises involve the use of American non-strategic nuclear weapons stationed in Europe, although no real combat weapons are used during the drills. The exercises serve not only to practice deterrence against possible nuclear attacks but also to prepare for the potential use of nuclear weapons by NATO if necessary. The fact that these exercises involve nuclear deterrence indicates that NATO's defence strategy includes readiness to escalate to a nuclear response if provoked by a nuclear attack. The locations of these nuclear weapons are not publicly disclosed. Still, there is speculation about their presence in countries like Poland, particularly in light of recent secret agreements that allow foreign troops to enter Polish territory. On the other hand, one should also consider potential downsides, especially for countries in Central and Eastern Europe. Nuclear sharing for potential allied use in wartime poses significant risks despite its deterrence aims. One major downside is its incompatibility with the NPT, which violates Articles I and II.[2] Enabling the indirect transfer of control to non-nuclear states undermines global non-proliferation efforts and draws criticism from states such as China. This arrangement also heightens proliferation risks, as peacetime training and exercises normalise nuclear readiness, potentially inspiring similar setups in Asia-Pacific regions like Japan and South Korea, escalating regional tensions.[46] Security concerns include increased escalation dangers, where limited nuclear use could spiral into full-scale war, especially amid vulnerabilities at host bases like Incirlik in Türkiye during political instability. Expanding sharing, such as to Poland, fuels arms races with Russia and exposes more European sites to attacks, without adding credible deterrence given NATO's conventional superiority. Politically, it breeds divisiveness within NATO, fostering resentment among allies and diverting resources from conventional forces, while eroding U.S. control and complicating disarmament. Domestically, host nations face public backlash and moral burdens from anti-nuclear norms, straining alliance cohesion. Russia's objections in NPT forums further highlight how sharing provokes international backlash, risking broader conflicts. Notes [1] On Monday (October 13 2025), NATO began its annual nuclear deterrence exercise Steadfast Noon. The exercise is a long-planned, routine training activity and part of NATO’s broader efforts to maintain readiness and ensure transparency around its nuclear posture. It is not linked to any current world events, and no live weapons are used.[2] Article I - Each nuclear-weapon State Party to the Treaty undertakes not to transfer to any recipient whatsoever nuclear weapons or other nuclear explosive devices or control over such weapons or explosive devices directly, or indirectly; and not in any way to assist, encourage, or induce any non-nuclear-weapon State to manufacture or otherwise acquire nuclear weapons or other nuclear explosive devices, or control over such weapons or explosive devices. Article II - Each non-nuclear-weapon State Party to the Treaty undertakes not to receive the transfer from any transferor whatsoever of nuclear weapons or other nuclear explosive devices or of control over such weapons or explosive devices directly, or indirectly; not to manufacture or otherwise acquire nuclear weapons or other nuclear explosive devices; and not to seek or receive any assistance in the manufacture of nuclear weapons or other nuclear explosive devices. See more at: https://www.un.org/en/conf/npt/2005/npttreaty.html References [1] NATO’s Nuclear Sharing Arrangements. (2022, February). NATO. https://www.nato.int/nato_static_fl2014/assets/pdf/2022/2/pdf/220204-factsheet-nuclear-sharing-arrange.pdf[2] Kristensen, H. M., Korda, M., Johns, E., & Knight-Boyle, M. (2023, November 8). Nuclear weapons sharing, 2023. Bulletin of the Atomic Scientists. https://thebulletin.org/premium/2023-11/nuclear-weapons-sharing-2023/[3] Johns, E. (2025, October 10). 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