Saturday, September 20, 2025

The Trump Effect: On Our Alliances

By Noah Rothman

Thursday, September 18, 2025

 

Maybe it was because Europe is populated by milquetoast dandies who hitched a free ride on American backs for too long. Maybe America was simply a spent force that didn’t “have enough power for global hegemony,” in the words of the current under secretary of defense for policy, Elbridge Colby. Either way, at the outset of Donald Trump’s second administration, the intellectuals who gravitated toward the MAGA movement’s big tent seemed to agree that America could not give up on Europe fast enough.

 

The Trump administration in some ways shares the Obama administration’s misconceptions about America, its interests, and the value of its partnerships abroad. As a consequence, Trump has so far failed at that task in much the same way that the 44th president did.

 

Under Obama, an administration that spent the better part of eight years insisting on the urgent necessity of a “pivot to Asia” devoted its final days to a public argument with itself over just how provocative it would be to transit U.S. naval assets through the South China Sea. Clearly, the pivot was less a policy priority than a talking point. And the point of that talking point was less to put China on notice than it was to put Old Europe in its place.

 

Despite their shared cultural attitudes, Obama and his team seemed to detest their Western European counterparts. That was how a doctrine of “leading from behind” — an effort to get Western Europe to take the lead in its security interests in North Africa — came to be, and it explains the Obama administration’s conspicuous hostility toward the British.

 

Obama did his best to withdraw America from European affairs, starting with the U.S. troops and armored divisions on the continent — the last of which were withdrawn just months prior to Vladimir Putin’s first invasion of Ukraine. Indeed, the harder and more heedlessly Obama sought to get out of Europe, the more Europe dragged him and America back in. Trump’s subordinates, possessed of similar prejudices, have encountered similar frustrations.

 

For his part, Donald Trump’s approach to relations with Europe has been far less doctrinaire than the true believers in the MAGA camp would probably prefer. Even as the Pentagon drafts National Defense Strategy documents that would, if implemented, compel America to retreat from the world and “prioritize protecting the homeland and Western Hemisphere,” as Politico described it, Trump’s pursuit of a peace deal between Moscow and Kyiv has ensnared him in the diplomatic processes of which Europeans are so fond. The administration does not speak in one voice on Europe, and its officials often seem to be working at cross-purposes. The result of this confusion has been a disjointed United States, at once contemptuous of its NATO allies on the continent and preoccupied with resolving its security challenges.

 

The second Trump administration’s first hundred days were spent berating the Ukrainian president for having the temerity to be invaded by Russia, and castigating European capitals for failing to meet the measure of the moment without American help. In March 2025, reporters obtained Signal group-chat records featuring several administration principals heaping scorn on “European freeloading” as the vice president, national security adviser, and secretary of defense debated the virtue of reopening the international shipping lanes that the Iran-backed Houthis in Yemen had closed. The chat showed that the contempt Trump’s underlings have shown for Europe isn’t just talk. And when those figures can set policy affecting America’s closest allies, they demonstrate their inclination to cut and run (as the Pentagon did in September when it attempted to zero out a congressionally approved program aimed at helping NATO allies on the frontier to deter Russian aggression).

 

But by early summer, the president seemed to have changed his tune on Europe. Trump started talking about Putin more as an American adversary than as a misunderstood potential ally. Suddenly, a president who routinely entertained the prospect of withdrawing from the Atlantic Alliance effusively praised both NATO and its mutual defense provisions. “It’s not a rip-off,” Trump said of an alliance that he had only weeks earlier claimed was “ripping us off.” “I left here saying that these people really love their countries,” Trump said at the close of a productive June NATO summit, “and we’re here to help them protect their country.”

 

That summit was a success because the Europeans felt compelled to mollify the president. Trump secured, for example, commitments from America’s European partners to set defense-spending targets at an ambitious level — the equivalent of 5 percent of gross domestic product — giving him the headline he wanted. But while such commitments would be desirable, the Europeans (save the existentially imperiled former Soviet colonies on the alliance’s frontier) will not meet that goal anytime soon. Nor will the United States. Indeed, “I don’t think we should,” Trump said of his own military-spending targets, “but I think they should.”

 

Europe had caved, but it caved with passion and purpose. “You are flying into another big success in The Hague,” said NATO Secretary-General Mark Rutte, who had earlier cast the American president as a “daddy” tasked with setting his unruly kids straight. “Europe is going to pay in a big way, as they should,” he continued, “and it will be your win.”

 

The sacrifice of dignity to Donald Trump’s need for flattery is a small price to pay to preserve America’s role as a “European power”: that hard-won status, as Condoleezza Rice recalled, was ceded to the United States by a Soviet delegation in the final days of the Cold War. But that doesn’t mean that the Europeans do not bitterly resent the spectacle and their roles in it. “This is not the America of old, whereby there was a coming together of countries of shared values and shared interests,” observed the British political scientist David Dunn. “What it looks like is fealty to the king.” And Americans aren’t alone in privileging prestige, that tempting intangible of statecraft.

 

America’s approach to managing relations with its East Asian allies and partners suffers from a similar incoherence. China, adopting a wait-and-see posture as it observes the eroding trust between the United States and its European allies, has denied Trump the bilateral summit with Xi Jinping that he’s long sought. In fact, China’s instruments of state propaganda, like the Global Times, have attempted to exacerbate those tensions and to foment schisms in the East. For that, Trump needs no help from Beijing.

 

Far from out-hawking Joe Biden on China, who had publicly pledged the United States to Taiwan’s defense, Trump has restored a doctrine of “strategic ambiguity.” On the campaign trail, Trump lamented how Taipei “stole our chip business” and compared the United States to an “insurance company” when he mused that “Taiwan should pay us for defense.” Understanding both its tenuous position and the incentives to which Trump responds, the Taiwanese chipmaker TSMC announced a $100 billion investment in a semiconductor campus in Arizona. Trump celebrated Taiwan’s beneficence, but the gesture was soon forgotten: he slapped tariffs on Taiwanese goods anyway. The Taiwanese had misjudged the president, wagering and losing political capital in the process. It was a strategic failure that humiliated Taipei.

 

But in its mortification, Taiwan can take some solace in not being alone. The president and his subordinates have ignited diplomatic fires all over the region.

 

In June, the Pentagon launched a review to make sure a Biden-era deal to provide Australia with nuclear submarines “aligned with the president’s America First agenda,” a review that coincided with Defense Secretary Pete Hegseth’s public admonition of his Australian counterpart for spending less than 3.5 percent of GDP on defense. “I think that Australia should decide what we spend on Australia’s defense,” Prime Minister Anthony Albanese replied. “Simple as that.” In the Sydney Morning Herald, Emma Shortis, doubtless speaking for a constituency with growing political clout, welcomed these slights as grounds for Australia to decouple from “an increasingly volatile and aggressive America.”

 

Japan and the Republic of Korea, two nations with a fraught history whose working diplomatic relations are built on fragile foundations, have been similarly vexed by the mercurial president. Tokyo expressed rare (thus intense) dissatisfaction with the president when the Trump administration leveraged tariffs to compel the Japanese to cede 90 percent of the profits from a $550 billion fund for direct investments in the U.S. — calling this move, with typical Japanese understatement, an “extremely regrettable” error the Americans have since corrected.

 

Likewise, the Center for Strategic and International Studies analyst Victor Cha has long maintained that U.S.–South Korean relations in the second Trump era are in a state of “quiet crisis.” Trump’s tariffs hurt the South Korean export market particularly hard, breathing new life into a political disposition in Seoul that favors the withdrawal of U.S. troops from the Korean peninsula in concert with a national race toward nuclear-weapons capability. A poll earlier this year found that three-quarters of South Koreans favor the development of a domestic nuclear deterrent — a less than ideal outcome from Washington’s perspective, which has made nuclear nonproliferation a pillar of its defense doctrine.

 

Even India, which could serve as a useful bulwark against Chinese expansionism in Asia, found itself in a row with Washington. After Trump helped negotiate a cease-fire between India and Pakistan following an exchange of missiles and drones over disputed Kashmir, Trump slapped a 25 percent import duty on all Indian goods. Trump adviser Peter Navarro said the maneuver was a “pure national security issue associated with India’s abject refusal to stop buying Russian oil.” But the imposition of highly anticipated “secondary sanctions” on Russian oil has, as of this writing, still not touched the other foremost consumers of Russian energy exports, China and Turkey. Regardless, Indian Prime Minister Narendra Modi is spurned, and he has communicated his displeasure with the White House by making a theatrical show of gravitating toward China’s orbit, culminating in a display of bonhomie between Modi, Putin, and Xi at a meeting in Shanghai. Trump himself lamented that “we’ve lost India and Russia to deepest, darkest, China.”

 

None of these initiatives appear aligned with Trump’s stated goal of surrounding China with a confrontational array of U.S. allies. Indeed, confronting China doesn’t seem to be what the U.S. is doing at all.

 

The Trump administration is brazenly refusing to comply with the law compelling Beijing to divest its holdings in TikTok, the Chinese-owned social media app. It loosened national-security-related export controls that prevented U.S.-based firms from selling sensitive electronics to Beijing — that is, so long as Uncle Sam gets a 15 percent cut of the action. Trump is allowing 600,000 Chinese nationals to enroll in U.S. colleges despite documented efforts by Beijing’s clandestine services to recruit U.S.-based students — and boasted that, for this favor, he does not expect “anything in return.”

 

Just about the only region in which the president’s approach to foreign affairs has been both consistent and effective is in the Middle East. The president has stood unwavering in his commitment to Israel’s defense in its war against the West’s enemies. And despite the occasional boilerplate statement of protest here and there, that posture has not frustrated U.S. relations with Israel’s neighboring Arab states.

 

That is remarkable. It’s probably not coincidental that this is also a region where transactional politics are standard fare and money talks. Indeed, Trump himself gushed over the “gleaming marvels of Riyadh and Abu Dhabi” in a May speech from the Saudi capital city. Despite some theatrics from Arab capitals over Trump’s steadfast support for Israel as it wraps up the wars that followed the October 7 massacre, Trump has been good for business.

 

The president has extracted his share of offerings from this region, too: weapons deals, new technology partnerships, investments in American manufacturing, and the largest civilian aircraft order in Boeing’s history, to name a few. But America’s Middle Eastern partners are getting what they’ve paid for in the form of a United States that is actively disrupting and demolishing the Iranian regime’s capacity to export terrorism as well as keeping at bay non-state Islamist actors in places like Yemen, Syria, and Somalia. An administration openly disdainful of diplomacy based on shared values has enjoyed its most unalloyed successes in a region where (save for Israel) there are few values to share.

 

While the geopolitical landscape in the Middle East is in flux, Washington and Jerusalem have good reason to believe that the normalization process between Sunni states and Israel will resume when hostilities in the post-10/7 wars conclude. The future of American diplomacy with the rest of the world is far less certain.

 

The United States is unique in many ways. One of them is that it is a hyperpower that is deeply discomfited by its own prohibitive ability to project force. It spent the decades after World War II and, later, the Cold War creating a buttress of intertwined alliances of which it was primus inter pares — a remarkable security architecture the American political class now resents. Other countries have politics, too, and the politics that will rise to the fore inside the nations that perceive themselves to have been disrespected by Trump will be nationalistic and, likely, antagonistic toward Washington. For good or ill, the forces he is unleashing will outlast his presidency.

 

And there are benefits to Trump’s antagonism, including his efforts to promote a consensus around broader defense-spending commitments. But those commitments may come at the cost of reduced influence over America’s allies and partners abroad. A generation of conservatives did not argue for a more active effort by our friends to secure their own defense just to advertise their own muscularity. Their argument was that Europe and Asia should take on more responsibility only so they could be a better steward of our shared priorities, as defined and directed by Washington.

 

Americans who might welcome more independence from our partners might consult the logic of their own efforts to put the screws to go-along, get-along types in Europe and the Far East. As JD Vance put it, “It’s not good for Europe to be the permanent security vassal of the United States.” But Vance is not the vice president of Europe, and it is hard to see what U.S. interests are advanced if America’s allies are less confident in Washington and more inclined to accommodate the bullies in their own regions. It is unfortunate that we may soon have to find out.

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