Donald Trump’s reelection promises to reveal and change as much about Europe as
the United States.
There are many Europes in one: Different attitudes and approaches to themselves
and to their most important political, military and economic partner in the
United States. All are in varying states of concern over the return of a
president who can sound ambivalent toward traditional alliances and has
threatened to shutter NATO and launch a trade war.
To get a better sense of what kind of Europe will greet Trump next year, I took
a post-election trip through three of its most important capitals. I started
with the administrative center in Brussels, went to Berlin and spent the better
part of a week in the frontline outpost of Poland, the EU country that borders
both Russia and Ukraine.
In Berlin, as much as I did in Paris earlier this autumn, I saw a European giant
entangled in its own domestic troubles, unable to rise to this occasion — at
least not soon. I found in Warsaw and to my slight surprise in Brussels a
focused and sober conversation about the consequences of the changes in the U.S.
for the European bloc as one. Those capitals seem to be aware of the large
stakes in a wider world, but also of their own limitations.
IN BRUSSELS: A UNION AT THE CROSSROADS
Belgians, countrymen of Magritte, have a quirky sense of humor. On the Rue de la
Loi that runs from the heart of the city’s EU quarter to the royal palace, in
front of an empty plot that has sat abandoned since a hotel there was demolished
in the previous decade, a large mural — in a faded kind of psychedelic aqua from
around the time of ABBA — proclaims, in English, “The Future Is Europe.”
The future sure isn’t Europe. Unless that future is malaise. Even that mural may
have no future. Days after I walked past, it was removed to make way for a new
office building. Arriving on the Continent from Washington, I assumed Trump’s
election would add a fresh coat of anxiety to that mood of recent years. I found
the anxiety, and for sure the malaise. I found, too, a new — I’d say energizing
— sense of realism and urgency from the senior EU and NATO officials I spoke to
in Brussels.
Trump’s return is a fork in the long story of this relationship. Down one way is
what Fabrice Pothier, the former head of policy planning at NATO who runs a
geopolitical consultancy, calls — without endorsing this outcome — “the great
undocking.” Europe and America move further apart. Europe was put off by
America’s cultural and national fervors. And it will be put off by what may
follow: The isolationism that calls into question America’s commitment to defend
Europe and the protectionism that could rupture the world’s closest commercial
relationship. For its part, America looks at Europe’s slow growth, political
dysfunctions and lack of innovation and turns its attentions elsewhere.
At even the lowest points, like the fight over the Iraq war in 2003, we’ve never
come close to a “great undocking” since the end of World War II. It helps to see
the future clearly if one wants to avert it. Across the board in Europe, to most
of the political fringes, people do want to avert it. That includes the
traditionally “anti-American” French. That doesn’t mean more of the same. The
relationship has to change. Europe has to change. Done right, it will make
equally clear to America why it’s in its interests to stay in Europe.
There are reasons to believe this scenario can be realized. The two most
important leaders in Brussels bring a pragmatic approach to the new Trump era.
Ursula von der Leyen, the German who heads the European Commission, doesn’t do
preachiness as past European leaders have with American presidents, including
Trump. She’s businesslike. Over at NATO, the former Dutch Prime Minister and new
alliance chief Mark Rutte has brought fresh energy to that building and has a
preexisting and allegedly decent relationship with Trump.
The tests will come immediately. On the war in Ukraine, Trump has, even before
taking office, created a new consensus across Europe and in Kyiv that they must
seriously look for a way to end it in early 2025. The worst-case scenario here
and in Ukraine is a Trump peace plan that looks like a Vladimir Putin plan.
Anything that fails to secure a sovereign Ukraine, with the door open to NATO,
will be that. A decent-case scenario would establish a DMZ-like frontline, leave
the question of future control over Ukrainian lands now in Russian hands
unresolved and provide a hard security umbrella for Kyiv — with future
membership in the alliance on the table and possibly with troops from NATO
countries involved in enforcing the peace.
“Biden was so frustrating,” one senior NATO official told me. “I believe Trump
can be better. It cannot go on like this.”
This was rarely stated openly before the election. In public, the Ukrainians and
the Europeans in NATO were grateful to President Joe Biden for bringing them
together and arming the Ukrainians to stop the Russian onslaught. The
frustration? Washington didn’t commit to help the Ukrainians win. The delaying
and hawing on which weapons might be provided and how to use them condemned the
Ukrainians to a war of attrition that’s bleeding them down. Intended to avoid
provoking Putin, the approach encouraged him to think that time was on his side.
The fork in the road might seem especially sharp for NATO. Trump has in the past
threatened to quit the alliance or kill it by refusing to stand by the Article 5
pledge to defend any ally against attack — the glue, mental as much as military,
that holds the place together. But there’s less existential dread at NATO than I
remember in 2017, when Trump made those threats. The previous Secretary General
Jens Stoltenberg, who stepped down over the summer, worked that relationship. He
seems to have convinced Trump, the senior NATO official said, of NATO’s
“usefulness” to America. As Sen. Marco Rubio, the presumptive secretary of
state, sponsored the legislation to prohibit any president from pulling out of
NATO without Senate approval.
“Actually my greatest worry is an ineffective administration in Washington,”
said another senior NATO official. “That they go this way or that. The Democrats
were like that — they couldn’t make a decision.”
“The immediate concern is what kind of deal they force the Ukrainians to make,”
this official continued.
An ambitious but realistic approach would reinforce the military and political
support for Ukraine to show Putin that he has more to lose than gain by
continuing the war. France and Britain, which are nuclear powers, are privately
talking about extending Ukraine security guarantees under any peace scenario,
officials said. They want to make sure America stands behind them. They are
worried Trump’s America might not.The memories of the Suez crisis — when Paris
and London went out on a limb in 1956 to hold on to their imperial prize in
Egypt, before Dwight Eisenhower abandoned them — are, no joke, still fresh.
Across town from NATO at the EU, the anxieties are over trade. As a bloc, the EU
is America’s biggest trading partner. Even if the Trump administration moves
first and hardest against China with tariffs, and forgoes Europe for now as some
here hope, Europe would still feel the hit when Chinese exporters shift their
output to their markets.
The people that I spoke to in positions of power have experience of Trump from
his first term. Some sound like him. One incoming European Commissioner outlined
the outlines of a possible deal with Washington. The EU could offer to buy U.S.
military hardware and import its liquefied natural gas. In exchange, the U.S.
could go easy on trade. “We need to think, what goodies do we offer the U.S.?”
this official said. For better or worse, Brussels has begun to internalize
Trumpism and “the art of the deal,” even if they’ve not read his first book.
“It is in neither European nor American interests to ‘undock,’” said the second
NATO senior official.
The realistic case for a strong transatlantic relationship can and probably has
to be made in Trumpian terms. The U.S. military needs European bases and allies
to project force into the Middle East and further into Asia. American military
manufacturers value the European market. There will be over 600 F-35s flown by
European air forces by the end of the decade. Those planes will need to be
serviced and one dayreplaced.
The Continent must sober up as well. Europe took a post-Cold War break from
history, funneling savings from defense cuts into welfare. They did assume the
U.S. would cover them. It’s not as if the Europeans don’t know their history.
The Flanders Fields of World War I are an hour’s drive from Brussels. The second
world war, of course, began in Poland before engulfing the west of the
Continent.
This holiday is over. The Ukraine war should have brought that home. It did for
the eastern half of Europe, which has amped up its militaries and have economies
that are more competitive and successful. The west of the Continent stayed
largely in denial of this reality. That’s harder to do with Trump there.
IN BERLIN: A CRISIS OF LEADERSHIP
The ultimate question for a Europe adrift is: Does it have leaders to forge a
new kind of transatlantic relationship with Trump and reestablish itself on the
world stage?
The place to look first would be Berlin. The place not to look is Berlin, too.
Not before next year. This is a problem for Germany and Europe — and potentially
the U.S.
The day after Trump’s election Germany’s so-called traffic light coalition — red
(socialist), yellow (free market liberals) and green (the environmentalists) —
collapsed. It barely functioned for months, betraying the hopes that rose high
at the start of the Ukraine war that Germany would make a Zeitenwende, the
“turning point” proclaimed by Chancellor Olaf Scholz, to become a serious
defense and diplomatic player in the world.
It started with promise, then bureaucracy and weak political will cut away at
it. On Ukraine, Scholz was Europe’s leader of the status quo caucus: While
Germany’s government didn’t want Ukraine to lose, it didn’t want to destabilize
Russia itself. Since there’s a phrase in German for everything, the doctrine
of Putinversteher — we have to understand and empathize with Putin — came back
in fashion in Berlin.
Abroad, Scholz is seen as indecisive and weak at a moment when Europe craves
strong leadership on Ukraine. Also, to quote liberally from diplomats I spoke
to, “a disaster,” “hopeless,” and “terrible.”
Scholz’s bigger problem is at home. Germany’s economic model of export-driven
manufacturing, humming for a good part of this century, is broken. You can’t
make the stuff cheaply anymore with higher energy prices and send it to China.
An aging populationand lack of technological innovation are a drag. There’s a
recession. Mentally, it feels like depression.
Berlin reflects this glum national mood. Before the pandemic, the German capital
was, in my view, the most exciting city in Europe. It came closest to the social
and cultural (not business) energy of New York. It never became a commercial
center for Germany, but it was the place where you met tech startup founders,
interesting artists and politicians from across the world. London hadlost a lot
after Brexit in 2016.
I’ve been here several times this autumn, and with each visit the mood seemed
darker. Scholz has hovered over this era of collapse with charmless stolidity.
Germany’s “left behinds,” many in the poorer east, used to vote for the former
communists and now embrace the far-right AfD (Alternative for Germany) party.
This story does feel familiar. Germany was Europe’s sick man over two decades
ago as well. A left-wing chancellor, Gerhard Schröder, pushed through unpopular
changes to rigid labor laws and paved the way for a rebound.
Who’ll do something similar now?
“Waiting for Merz” is a phrase you hear in Berlin, Warsaw and Brussels.
Friedrich Merz is the leader of the center-right Christian Democrats. Over 20
years ago, when Merz was in his late 40s, he lost a power struggle to Angela
Merkel and sat on the sidelines. He’s back now, the favorite to take over. The
East Europeans think he’ll be better on Ukraine. Brussels, knowing that Von der
Leyen hails from the same party, hopes he’ll bring some mojo back to Germany and
restore Berlin’s traditional and since-missing sway in the EU capital.
The Merz projection tells you how desperate Europe is for leadership. France and
its lame duck President Emmanuel Macron are wobbling along until the next
presidential election in 2027. Britain’s outside the EU, and effectively outside
Europe, and Prime Minister Keir Starmer looks wobbly too. The most stable
governments in the big European states are in Poland and Italy, which enjoy
their new status but remain on Europe’s periphery.
Berlin and Europe will be waiting for Merz, or really anyone, a while longer.
German elections won’t take place before Trump takes office and a new government
will follow weeks, possibly months, after.
IN WARSAW: FEAR OF PUTIN, RECEPTIVENESS FOR TRUMP
When you travel east from Berlin to Warsaw these days, it feels like you have
gone “West.”
The energy missing in Berlin? Here. The youth culture? Entrepreneurial culture?
In spades. Political stability? A sense of national mission? Sense of urgency? A
little more mixed on these counts, but better than most places in Europe.