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1. Untangling the Transatlantic Knot: Germany, France, and the United States

Author:
Gesine Weber and Jacob Ross
Publication Date:
01-2025
Content Type:
Working Paper
Institution:
German Marshall Fund of the United States (GMFUS)
Abstract:
France’s and Germany’s reactions to Russia’s full-scale war against Ukraine reveal their significantly different relationships with the United States. Their interpretations regarding the European security architecture are almost diametrically opposed. While Berlin concluded that European security must be constructed transatlantically, Paris saw confirmation of its interpretation that Europeans must be able to address security challenges independently of Washington. Donald Trump’s reelection constitutes a challenge for the two countries because both need to fundamentally rethink their respective relationships with the United States and Europe-US relations more generally. The scope of the US withdrawal from European security remains to be seen, but it will be similarly challenging for Paris and Berlin.
Topic:
NATO, Geopolitics, Transatlantic Relations, and Defense Cooperation
Political Geography:
Europe, France, Germany, North America, and United States of America

2. Another Transatlanticism Is Possible: Europe’s Moment in Latin America amid Trump’s Return

Author:
Raffaele Piras
Publication Date:
02-2025
Content Type:
Commentary and Analysis
Institution:
Istituto Affari Internazionali
Abstract:
Donald Trump’s return to the White House has reignited his hallmark “America First” agenda, with significant consequences for Latin America. During his inaugural address, Trump emphasised the need to regain US control of the Panama Canal, framing it as a cornerstone of national security amidst heightened competition with China.[1] This rhetoric marks the continuation of a policy approach that relies on coercion and transactional diplomacy to achieve US objectives. While Trump’s focus on Latin America will undoubtedly reshape the region’s geopolitical dynamics, it also presents a strategic opportunity for the European Union to strengthen its role as a stabilising force and reliable partner.
Topic:
Foreign Policy, Politics, European Union, Institutions, and Transatlantic Relations
Political Geography:
Europe, Latin America, North America, and United States of America

3. Giorgia Meloni’s Italy between Trump and Europe: Fateful Choices Ahead

Author:
Maria Luisa Fantappiè, Leo Goretti, and Filippo Simonelli
Publication Date:
03-2025
Content Type:
Commentary and Analysis
Institution:
Istituto Affari Internazionali
Abstract:
The priority should be “preventing divisions within the West and the transatlantic alliance”, while “rooting for” this or that side would not be helpful: it is thus that Italy’s Prime Minister Giorgia Meloni commented on the spat in the Oval Office between President Volodymyr Zelensky and Donald Trump,[1] and by extension, between Washington and Europe. In the aftermath of the clash, while most European leaders openly supported Zelensky, Meloni’s reticence was notable. The choice was tough. Siding with Zelensky would jeopardise Meloni’s aspiration to become the go-to EU leader for Washington. And yet, siding with Trump would lay bare a lack of commitment to Europe and especially the defence of Ukraine, for which Meloni had previously shown constant support. At the ensuing London Summit on Ukraine, Meloni couldn’t hide her discomfort.[2] The resolve of European leaders – spearheaded by the French president Emmanuel Macron and the UK’s Prime Minister Keir Starmer – in advocating for a strategic Europe seemed to shelve Meloni’s carefully crafted plan to leverage her bilateral ties with the Trump administration to bolster her role in Europe – even at the cost of fragmenting its unity. Meanwhile, at home, her junior coalition partner Matteo Salvini openly sided with Trump, in an attempt to present himself as an alternative to Meloni and to win consensus among that sizable chunk of the Italian public opinion who wants to see an end to the war in Ukraine.
Topic:
Foreign Policy, Transatlantic Relations, Donald Trump, Russia-Ukraine War, and Giorgia Meloni
Political Geography:
Europe, Italy, and United States of America

4. NATO-Europe-US Cooperation in the Indo-Pacific: Challenging Times Ahead

Author:
Gabriele Abbondanza
Publication Date:
03-2025
Content Type:
Commentary and Analysis
Institution:
Istituto Affari Internazionali
Abstract:
As the Indo-Pacific gradually becomes the world’s geopolitical and geoeconomic epicentre, states and regional organisations are progressively pivoting to it. Due to a combination of drivers – chiefly US pressure, economic opportunities, strategic interests and politico-normative priorities – European and Indo-Pacific actors have increased cooperation with Washington and NATO in the region. However, the second Trump administration looks considerably less aligned with the conventional pillars of US foreign policy. In light of the unfolding fracture between the US and its European allies over Ukraine, what lies ahead for NATO-Europe-US cooperation in the Indo-Pacific?
Topic:
NATO, International Cooperation, Geopolitics, Transatlantic Relations, and Military
Political Geography:
Europe, United States of America, and Indo-Pacific

5. Assessing the Zeitenwende: Implications for Germany, the United States, and Transatlantic Security

Author:
John R. Deni, Marina E. Henke, Aylin Matlé, Sophia Besch, and Tim Bosch
Publication Date:
02-2025
Content Type:
Book
Institution:
The Strategic Studies Institute of the U.S. Army War College
Abstract:
The essays in this volume analyze Germany’s Zeitenwende, a pivotal shift in security policy triggered by Russia’s reinvasion of Ukraine in February 2022. Key topics include national security strategy, defense policy, energy policy, industrial strategy, and international relations with Russia, China, the United States, NATO, and the EU. Regarding strategy, Germany’s approach lacks focus, offering broad goals without addressing trade-offs or specific threats. On defense policy, the Zeitenwende marked a renewed commitment to defense spending, bolstered by a €100 billion modernization fund. But delays in procurement, operational shortcomings, and an underfunded long-term defense budget hinder Germany. Similar challenges affect the defense industry, despite increased spending and exports. In energy policy, Germany rapidly diversified energy sources and expanded its liquefied natural gas infrastructure to reduce its dependence on Russian gas. Still, achieving energy security, affordability, and sustainability remains complex. Internationally, Germany abandoned decades of Ostpolitik, prioritizing Ukraine over ties with Russia. Germany’s evolving China policy focuses on derisking and maintaining economic ties, raising questions about whether Berlin has reduced vulnerabilities. Though Washington supports Germany’s strategic shift, concerns remain about its sustainability, particularly in Germany’s NATO and EU commitments. Each chapter concludes by identifying the implications for the United States as well as the steps to overcome identified challenges.
Topic:
NATO, Bilateral Relations, European Union, Transatlantic Relations, Energy Security, Burden Sharing, and Zeitenwende
Political Geography:
Russia, China, Germany, and United States of America

6. How can Europe’s nuclear deterrence trilemma be resolved?

Author:
Andrea Gilli and Francesco Nicoli
Publication Date:
06-2025
Content Type:
Working Paper
Institution:
Bruegel
Abstract:
The United States under President Donald Trump has adopted an ambiguous position on European security. Although no immediate risk of abandonment is apparent, European countries are rethinking their defence strategies in case the US declines to support them, or provides only partial support, in a crisis. This discussion is particularly sensitive in relation to nuclear weapons, the ultimate deterrent, for which European countries depend extensively on the United States. We argue that a possible future US withdrawal from European nuclear security will force European countries to face a policy trilemma. If they stick to the existing policy framework of no proliferation and no joint deterrence, they expose themselves to nuclear blackmail, should the US withdraw its external guarantee. If they want to protect themselves from nuclear blackmail, they must choose how to provide nuclear security: either collective nuclear security, which would compromise some national sovereignty, or independent provision by individual countries, leading to nuclear proliferation in Europe. Having established that uncontrolled proliferation is an inferior outcome to some form of joint deterrence, we identify four main alternatives: an extension of the Franco-British nuclear deterrent; an extension complemented by a jointly financed expansion of existing deterrence; the absorption of the French (and perhaps British) nuclear arsenals into a European arsenal; and the construction of a separate European submarine deterrent (with Europe using French or British technology or developing new technology). We also discuss briefly forms of non-nuclear deterrence, which however would likely be a complementary rather than a substitute for a nuclear deterrent. We compare these options using a set of parameters: strategic autonomy and credibility, changes to treaties (including non-proliferation), costs, capabilities and readiness. Our analysis shows that all options have advantages and disadvantages, but some are politically, financially and militarily more feasible.
Topic:
Security, Arms Control and Proliferation, Industrial Policy, Nuclear Weapons, Geopolitics, Macroeconomics, Deterrence, Transatlantic Relations, and Vulnerability
Political Geography:
Europe, North America, and United States of America

7. The State of EU-US Digital and Energy Cooperation

Author:
Federica Marconi, Wolfgang Münchau, and Irene Paviotti
Publication Date:
02-2024
Content Type:
Working Paper
Institution:
Istituto Affari Internazionali
Abstract:
In a time of rapid technological advancements and changing energy paradigms, the European Union and the United States are trying to coordinate their efforts to navigate the complexities of an ever-evolving landscape. Transatlantic dialogues and cooperative endeavours are key mechanisms for mitigating tensions and fostering a common assessment of the opportunities and risks arising from these advancements. Critical in this regard are the problems of governance emanating from technological development and its consequences in the digital sphere as well as the delicate balance between security, competitiveness and environmental targets in the energy dimension.
Topic:
Climate Change, International Cooperation, Political Economy, Governance, European Union, Transatlantic Relations, Digital Policy, and Energy
Political Geography:
Europe, North America, and United States of America

8. Transatlantic Tech Bridge: Digital Infrastructure and Subsea Cables, a US Perspective

Author:
Julia Tréhu and Megan Roberts
Publication Date:
02-2024
Content Type:
Working Paper
Institution:
Istituto Affari Internazionali
Abstract:
The importance of digital infrastructure for global communication and connectivity is only growing. Within this varied sector, subsea cables play a central role in ensuring seamless internet traffic globally. What are the US’s strategic and economic interests in digital infrastructure, particularly subsea cables? Within the context of larger economic and geopolitical competition, US policy is multifaceted, from aiming to secure the physical security of infrastructure and guarding against espionage and technology leakage, to boosting economic competitiveness and supporting domestic firms. Overall, digital infrastructure, and undersea cables in particular, are a key element of a larger US strategy of outcompeting China. Although evaluations among allies of the relative threat posed by China and Chinese-owned digital infrastructure vary, broadly shared goals of resiliency, security, and increased connectivity mean there are potential areas for deeper EU-US cooperation, including partnerships with third countries, that align with their respective strategic visions and represent a solid base for further transatlantic coordination.
Topic:
International Political Economy, Infrastructure, Governance, Transatlantic Relations, and Digital Policy
Political Geography:
North America and United States of America

9. Transatlantic Cooperation on Semiconductors: A US Perspective

Author:
Julia Tréhu
Publication Date:
02-2024
Content Type:
Working Paper
Institution:
Istituto Affari Internazionali
Abstract:
Semiconductors are essential for the global economy, but recent supply chain disruptions and geopolitical tensions have highlighted new risks, leading to new policy approaches. US semiconductor strategy centres around three objectives. First, the funding provided through the CHIPS and Science Act is part of a larger push to strengthen domestic industry and manufacturing. Second, the US seeks to deny strategic adversaries of key technology through export controls. And third, it aims to secure the supply chains for critical technologies. The European and American semiconductor sectors are already tightly intertwined, and further coordination has occurred through forums like the Trade and Technology Council. But challenges remain, including the risk of a subsidy race. Further transatlantic cooperation on key aspects of these new industrial policies can ensure the realisation of shared objectives for a more resilient semiconductor sector.
Topic:
Science and Technology, Economic Policy, Transatlantic Relations, Industry, and Semiconductors
Political Geography:
North America and United States of America

10. Defense Cooperation Agreements in northern Europe: Strengthening the United States’ global position, transatlantic relations, and regional deterrence and defense

Author:
Charly Salonius-Pasternak
Publication Date:
09-2024
Content Type:
Commentary and Analysis
Institution:
Finnish Institute of International Affairs (FIIA)
Abstract:
The US has concluded or updated bilateral Defense Cooperation Agreements (DCAs) with all Nordic states. These DCAs enhance regional deterrence, enable operational and tactical cooperation from day one in the event of war, and provide broader regional and global benefits.
Topic:
Defense Policy, Deterrence, Transatlantic Relations, and Defense Cooperation
Political Geography:
Europe, Nordic Nations, and United States of America