Amid growing demands at home and in Asia, a course correction is in order. The idea would not be to isolate the United States from Europe but to shift the U.S. role from provider of first resort to balancer of last resort.
First, the United States should start withdrawing some of its troops from Europe, forcing the responsibility for providing the conventional forces needed to secure Europe back onto European shoulders. Right now, the United States has roughly 100,000 troops stationed on the continent, with the largest concentration in Germany. A good place to start the drawdown would be with the 20,000 additional troops deployed by the Biden administration in 2022 after the Russian invasion of Ukraine. Once those troops are pulled out, Washington should signal its intent to resume the withdrawal of 12,000 troops from Germany, a plan that Trump approved and Biden froze. Two structured rounds of withdrawal would drive the point home: Europe’s most powerful countries need to step up. Eventually, the additional U.S. forces and equipment in Europe could be progressively drawn down, shifting the burden of Europe’s conventional deterrence needs to Europeans.
Making these moves now would take advantage of Europeans’ evident willingness to do more for their own defense since the Russian invasion of Ukraine. Germany exemplifies this newfound interest. The initial Russian offensive was enough to shock Germany into canceling the Nord Stream 2 pipeline and announcing plans to spend an additional $108 billion on defense over four years as part of its Zeitenwende, or “turning point.”
Although the way Germany has spent these funds prevented the Zeitenwende from generating serious military power, its leaders have embraced the need to rebuild German capabilities—some of the country’s most popular elected officials, such as Foreign Minister Annalena Baerbock and Defense Minister Boris Pistorius, are proponents of rearmament. Capable states such as France, Poland, and the United Kingdom have followed a similar course. Withdrawing troops and materiel, the tangible expression of U.S. leadership, would accelerate this process by requiring European states to bear responsibility for their defense and preventing them from continuing to lean on the United States.
At the same time, policymakers should realize that Europe cannot quickly fill shortfalls in certain areas. In particular, the U.S. nuclear umbrella and its intelligence, surveillance, and reconnaissance capabilities would take time to replace under even the best circumstances. Accordingly, Washington should continue to provide Europe with assistance in these areas for several years while helping Europe rectify capability gaps over the long term. Just as the United States provides intelligence and assistance in identifying targets to states that are not treaty allies like Ukraine, so can it credibly promise to provide these services to NATO members, even as it draws down its conventional forces. This may also involve reevaluating U.S. opposition to Germany’s acquiring nuclear weapons, although it is unlikely that Germany would reach for the bomb in any conceivable scenario.
The payoff here would be significant. One 2021 analysis by MIT professor Barry Posen estimated the budgetary savings of shedding the conventional deterrence mission in Europe at $70 billion to $80 billion per year. Given inflation and the additional forces and efforts dedicated to Europe since 2022, the savings would be even bigger today.
Second, to facilitate the creation of more European military power, the United States should drop some of its long-standing demands on how Europe arms itself. For decades, Washington has insisted that European states purchase materiel from the United States and avoid procuring forces that duplicate those of the United States. These requirements undermine domestic support for military investment in Europe and limit the continent’s ability to create and sustain its own military power. Rather than urge European states to buy American and avoid duplication, Washington should encourage European states to invest in their own defense-industrial base.
Conditions are ripe for rebuilding the European defense-industrial base: the sense of threat is high, the initial steps taken after the Russian invasion of Ukraine have borne fruit, and Europe already produces key weapons such as main battle tanks. Washington ought to lean into these dynamics. Because new military capabilities take a long time to develop, adjusting U.S. policy now would help ensure that Europe has the domestic capabilities needed to tackle the continent’s problems for decades to come.
Moreover, because modern military equipment is expensive to produce, encouraging European states to buy European would generate political pressure for increased European defense spending. Just as the concentrated economic benefits from military spending make it hard for the United States to close bases or production lines, so would the economic benefits weigh on similar decisions in Europe. By encouraging Europe to develop its defense-industrial base, Washington could also incentivize multinational coordination to allow longer production runs, lower the cost of procurement, enhance interoperability, and allow for more efficient military planning and budgeting.
Finally, the United States should gradually transform NATO into a European-run and ‑led alliance. To start, Washington should encourage the European members of the alliance to create a “European pillar” within NATO—a vehicle for members of the alliance to work out common positions on defense and security matters without American input. The U.S. president should make clear that the next supreme Allied commander will be a European, breaking with a 75-year practice in which an American has always held the post. And the United States should reduce the depth of its engagement in NATO committees, deferring to allies, for example, in policy debates within the Deputies or Defense Policy and Planning Committees, where consensus on security, political, and organizational matters is shaped.
All these steps would make clear that the United States expects the Europeans to manage the alliance on a day-to-day basis. They will be well positioned to do that: NATO’s considerable bureaucratic infrastructure makes it possible to build on habits of cooperation acquired over the alliance’s long life. U.S. policy does not need to aim at formal withdrawal from or continued membership in NATO; it simply needs to make clear that Washington’s tenure as Europe’s pacifier is coming to an end, and if European defense planners feel that leaves a hole to fill, they must fill it themselves.
In effect, the United States would return the transatlantic relationship to its roots. As an offshore power, Washington would help keep the balance but not seek to dominate the continent itself. Beyond freeing up American attention and resources, a right-sized relationship would also have a salutary effect on European strategic planning: when pushed to take day-to-day responsibility for continental security, European states would have to bear the full costs of their security choices. At a time when policymakers across the continent are pushing ambitious and costly policies—such as adding Ukraine to NATO and possibly entering the war in Ukraine themselves—turning responsibility for Europe’s security over to Europeans would reduce the incentives for these states to promote reckless policies.