The classic formula about threats says they are a product of intention and capability. By this measure, Russia’s invasion of Ukraine does not make it a bigger threat to the rest of Europe — indeed its threat is reduced.
The invasion shows more malign intent — or at least more risk tolerance — than most analysts imagined. But there is little evidence to support the view that Russia’s attack in Ukraine is part of a plan to reconstitute the Soviet empire. Russian President Vladimir Putin may wax nostalgic for the glory days, but his ranting complaints about Ukraine are unique; he makes no analogous claims about the Baltics, or even Georgia.
As for capability, the shambolic Russian effort thus far in Ukraine is good news for Europe. If Russia were capable of conquering a chunk of Europe, it should have been able to quickly defeat Ukraine, with its 215,000 military personnel, more antiquated vehicles, and small air force.
But despite much-heralded reforms since its underwhelming performance against Georgia in 2008, Russia has struggled with logistics and support for infantry, left its armor vulnerable to anti-tank fire, and failed for three weeks to establish air superiority. Morale is perhaps the largest issue, with conscript troops abandoning vehicles and vanishing into forests. More than 7,000 Russian troops have been killed in Ukraine, according to U.S. officials, a pace that may not be politically sustainable.
Russia could overcome these problems and win militarily. But then they would be left trying to pacify more than 40 million mostly hostile Ukrainians, which would require most of the active-duty military, leaving little for further invasions. And while Russia’s next war likely won’t suffer from such poor planning, its morale issues — and the length of its supply lines — would only get worse against a NATO foe. And any further wars will be funded by an economy shrunken by sanctions.
Meanwhile, Russia’s aggression caused a sharp increase in European military exertions. German Chancellor Olaf Scholz has announced a $110 billion special fund to increase defense spending and committed to take the country to the 2 percent of GDP defense spending standard set forth by NATO. Seventy-eight percent of Germans supported the move. Poland announced an increase in defense spending from 2.5 to 3 percent of GDP. Other European countries, especially in Central and Eastern Europe, will likely follow suit, as occurred to a limited extent after Russia seized Crimea in 2014.
This shift adds to Europe’s collective power advantage over Russia. NATO Europe has more than 10 times Russia’s $1.6 trillion GDP. It has twice as many active troops as Russia does — 1.8 million to 900,000. Its military spending outpaces Russia’s, $302 billion to $62 billion (or $178 billion adjusted for purchasing power). In sum, the war has revealed that Russia is weaker than we thought, making Europe stronger by comparison.
Now the trick is to use Europe’s energy in responding to Russia to overcome coordination problems among states — to achieve what is called strategic autonomy: military capability independent of the U.S.
Russia’s aggression also helps solve that problem. The European response to the war has been impressively unified in sanctioning and condemning Russia, including Germany’s costly decision to stop the Nord Stream 2 pipeline. That decision risks Russian retaliation that could increase already-high energy prices. This unity of political effort could be transformed into more military cohesion — if Washington permits it.
The U.S. has long been hostile to the idea of Europe’s independence from U.S. leadership, and sought to use NATO as a means to prevent that. The main reason to change this is that we spend a great deal defending Europe, and could use some of that windfall for better purposes — at home or in Asia — without harming European security. Russia’s invasion of Ukraine can help produce a more capable European partner, even if it’s one that does not follow American orders. That starts by gradually bringing troops home from Europe, not sending more there.
U.S. foreign policy has suffered too long from the misconception that the U.S. needs to solve every global problem. Ukraine is a European tragedy; Russia is threat mainly to Europe, and one U.S. allies there can meet themselves.