By Dalibor Rohac
Wednesday, January 28, 2026
Until last week, flattery and self-humiliation were the
most visible outward elements of Europe’s strategy for dealing with President
Donald Trump. Mark Rutte, the secretary general of NATO, who famously
called Trump “daddy” at the NATO summit last June, epitomized the
collective effort to ensure the U.S. president does not have any reason to turn
on America’s European allies.
There were other Trump whisperers as well—-Finland’s Alex
Stubb, who probably appealed to Trump more because of his looks, height, and
interest in golf than thanks to his formidable intellect, or Italy’s Giorgia
Meloni, whose political party, Brothers of Italy, traditionally shared some of
Trump’s policy intuitions, on issues from from immigration to “wokeism.”
The U.S. escalation over Greenland and Europe’s response,
however, mark an important shift. Last week, the U.S. president threatened to
impose 10 percent (and eventually higher) tariffs on exports to the United
States from eight European nations unless Denmark handed over Greenland. It was
an extraordinary, stunning ask, without precedent in the postwar history of the
transatlantic relationship. With the threat of tariffs, as well as increasingly
aggressive rhetoric from the likes of Stephen Miller, the White House
deputy chief of staff, it was impossible to dismiss the demand as a joke or
empty bluster.
This time, Europeans decided to stand their ground,
though nervous about their vulnerabilities and dependence on the United States.
But they have also concluded that accommodation would no longer work—and that
the hope for any return to business as usual is misplaced.
After Trump’s threat and ahead of world leaders gathering
at the World Economic Forum meeting in Davos, Switzerland, several European
countries made small, symbolic
troop deployments to Greenland—not with the intention of actually fighting
off an American invasion but with the aim of increasing the political price
Trump would have to pay if he did press ahead with a forcible takeover.
Further, some Danish pension funds started
divesting from U.S. debt, citing poor economic fundamentals. The initial
moves were modest, but European financial institutions hold more than $3
trillion in treasuries, or 40 percent of all holdings overseas, in addition to
trillions of other U.S. securities.
Ahead of the European Council meeting in Brussels on
Thursday night, the EU was readying to deploy its “bazooka,” the so-called anti-coercion
instrument, for the first time. Few know exactly what the legal instrument
does, but the legislation, which was devised to counter Chinese economic
blackmail, would likely empower the EU to respond to U.S. tariffs with
countermeasures that could go beyond just trade.
Instability on financial markets on Tuesday, anticipating
a possible transatlantic trade and financial war, almost certainly helped to
change Trump’s mind. What played a role too was that Trump’s plan was
spectacularly unpopular at home, with a CNN poll showing 75 percent of
Americans opposed to the plan (including half of Republicans). That proportion
would surely go up if it became evident that the takeover involved actual
economic pain or the destruction of alliances.
Trump left Davos without Greenland and having surrendered
on tariffs. The question, of course, is whether the EU’s shift was a one-off or
whether it is now likely to play hardball with the United States as a default.
There are some, such as University of St. Andrews professor Phillips O’Brien,
who believe that the EU should
extend its muscular tactics to Ukraine. “One of the reasons Trump talks
incessantly about Europeans needing to spend more on defense,” O’Brien writes,
“is that he is keen to have them buy as many US weapons as possible. This has
been a major theme of his all year. The Europeans should, politely but firmly,
use that need to try and pry out more military support for Ukraine (and at
better prices).”
Whether Europe has what it takes to adopt a more
confrontational style with the United States as a new baseline remains to be
seen. Whatever state one thinks NATO is in, Europeans need at least the
simulacrum of an alliance with Washington until they can genuinely stand on
both feet—a prospect that is still distant. U.S. military platforms,
technology, and equipment are ubiquitous within European militaries, making
them dependent on the U.S. for spare parts, maintenance, and servicing
contracts. Replacing key U.S. “enablers”—satellite intelligence and targeting,
refueling in flight, etc.—will require more investment still, which will come
to fruition only over long time horizons.
What is beyond any doubt, however, is that the Greenland
episode has damaged the transatlantic relationship in a way that the United
States, under Trump or under some future president, will not be able to simply
undo. True, in a narrow sense, the outcome of the stand-off is a good one. A
deal that addresses reality-based U.S. concerns (sovereignty over military
bases, exclusion of China from mining, etc.) is infinitely preferable to a
military takeover, which would have ended NATO, or a Danish handover of the
island under duress, 1938-style. Yet, it also remains true that the
administration could have easily reached the exact same set of arrangements
with Copenhagen by simply asking politely—without any of the grotesque threats
that the administration addressed to one of America’s most exemplary allies.
What Europeans will
remember from the opening weeks of 2026 is an America that has no
inhibitions in treating them worse than its adversaries—and only backs off in
the face of considerable pressure. On the surface, the facade of the
transatlantic relationship today might look the same as it did last year. NATO
still exists, the U.S.-EU trade deal is still on (pending ratification),
Greenland remains a Danish territory, and Trump seems to have moved on to other
subjects. Yet, the residual trust that Europeans had in the United States as a
benign, friendly nation, albeit governed by an eccentric and mercurial
president, has all but evaporated.
Restoring that trust will take much more than Trump’s
defeat at the hands of another Democrat who will declare that “America is
back,” as Joe Biden did. It will necessitate a far more thorough repudiation of
the MAGA foreign policy agenda than what is likely to occur in the next few
election cycles. As a result, it is perfectly believable that U.S. policymakers
in the 2050s or later will still be grappling with the fallout from Trump’s
megalomaniacal, and totally unnecessary, mistreatment of U.S. allies. And in
doing so, they will likely face a Europe that will have moved on from its
overwhelming reliance on the United States. It seems unlikely that Americans
will like all the practical ramifications of such a new reality.
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