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Munich Security Conference Exposes Conditional U.S. Backing as Europe Accelerates Defense Push

Washington ties cooperation to faster European rearmament.

Overview

  • U.S. Secretary of State Marco Rubio struck a warmer tone but said the United States is prepared to act alone if allies fall short, framing partnership as contingent on greater European burden-sharing.
  • European leaders touted concrete steps, with Ursula von der Leyen citing up to €800 billion in EU mobilization and data showing EU defense outlays rising to an estimated €381 billion in 2025 from €251 billion in 2021.
  • NATO officials urged a shift from spending targets to deliverable capabilities and kept Ukraine at the center of messaging, warning that reduced pressure would grant Russia space for further aggression.
  • Strains persisted over President Trump’s threats regarding Greenland, with Latvia’s prime minister declaring there will be no ‘business as usual’ and policymakers floating ideas from a European Security Council to exploratory talks on a nuclear backstop.
  • Analysts emphasized that the transatlantic relationship remains deeply interdependent and unlikely to split, even as skepticism lingered over U.S. reliability following Rubio’s limited focus on Ukraine and a last‑minute withdrawal from a high‑level Ukraine meeting.