Could NATO Survive without America?

The Economist
The EconomistApr 29, 2026

Why It Matters

A weakened U.S. role would force Europe to shoulder costly defence gaps, reshaping transatlantic security and prompting a strategic push for greater European autonomy.

Key Takeaways

  • European NATO reliance centers on US leadership, command, and key enablers
  • US provides integrated C2, ISR, logistics, and missile defense
  • US itself is overstretched, lacking air, missile, naval capacity
  • Without US, Europe must fund gaps and regional planning
  • Central, southern, and SE Europe face highest NATO vulnerability

Summary

The video examines whether NATO could endure without the United States, focusing on Europe’s deep dependence on American military capabilities. It outlines three critical pillars of that reliance: political leadership, high‑level command and control, and a suite of “key enablers” such as intelligence, surveillance, reconnaissance, logistics, and integrated air‑and‑missile defence.

The speaker stresses that the United States is not merely a political benefactor; it is stretched thin, lacking sufficient air‑defence assets, missile‑defence coverage, and naval surface ships to meet alliance expectations. This reality drives genuine burden‑sharing pressures, not just Trump‑era rhetoric, and forces NATO to confront capability shortfalls across the alliance.

He cites a past NATO defence‑planning process where the U.S. admitted its own limitations, and notes his optimism that most Americans recognize NATO’s strategic value. Yet he warns that central, southern and south‑eastern Europe are most vulnerable, requiring targeted regional planning and investment to plug potential gaps.

The implication is clear: Europe must prepare for a scenario where U.S. commitment is reduced, reallocating funds, enhancing indigenous capabilities, and making hard political choices. Failure to do so could erode alliance cohesion and diminish collective security in the most exposed regions.

Original Description

“It's not just politics driving this burden shifting. The United States, itself, is overstretched.”
On the latest Inside Defence show, Rachel Ellehuus, director-general of the Royal United Services Institute, joins The Economist's defence editor, Shashank Joshi, to discuss whether NATO could survive without America.

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