French President Emmanuel Macron and European Commission President Ursula von der Leyen EPA-EFE/REX/Shutterstock
While President Donald Trump returned to office in the United States, leaders throughout the European Union (EU) were busy mapping out their own course at the World Economic Forum. At the latest conference, held in Davos, Switzerland, European Commission President Ursula von der Leyen outlined a plan for Europe’s future on the world stage. While von der Leyen avoided direct criticism of the U.S. president, her speech marked a crucial pivot in EU foreign policy: independence from the U.S. Seeking to avoid a repeat of the tariff headaches from Trump’s first term, it seems the EU president has opted for Europe to separate its political fortunes from the volatile superpower. Amongst the alliance, however, the response has lacked cohesion; factions have emerged as leaders reconcile and navigate the converging crises of Trump’s “America First” foreign policy and Russia’s war in Ukraine.
Some European leaders, such as Italian Prime Minister Giorgia Meloni, have stuck close to the American business mogul. Meloni, who attended Trump’s inauguration, has been a stalwart ally of the GOP strongman, leading some to call her Europe’s “Trump whisperer.” The Italian PM’s close ties with Trump, and the Department of Government Efficiency (DOGE) head Elon Musk, suggest her administration may maintain warm relations with the U.S., and move in lockstep with its transatlantic partner for the next 4 years. Similarly, several members of Germany’s far-right Alternative for Germany (AfD) party also made an appearance at Trump’s inauguration. While the conservative Christian Democrats party, led by Friedrich Merz, are best positioned to win Germany’s upcoming elections, the AfD may still influence a strengthening of German-American relations and an increased closeness to the Trump administration.
Conversely, French President Emmanuel Macron, who has long been the EU’s top proponent of strategic autonomy, has responded to Trump’s inauguration by calling for an increase in defense expenditures among EU countries. While Macron’s pleas for European strategic autonomy fell on deaf ears during the Biden administration, Trump’s return–and the continued Russia-Ukraine war–have reignited talks of the EU forging its own path, independent of the U.S. Indeed, Macron’s ambition has been reinvigorated, as he’s urged his fellow European leaders to face the realities of the Trump administration and end the EU’s reliance on the U.S. for defense. The alliance may be positioned to achieve this feat, as EU defense spending hit record highs in 2023 and 2024, and is expected to balloon this year, with 22 of the 27 EU states increasing their defense spending.
Support for stronger European defense has been echoed by Polish Prime Minister Donald Tusk, who has condemned the U.S.’ inability to pass legislation that would provide more aid to Ukraine. Poland, whose estimated defense expenditures as a share of GDP (%) in 2024 were the highest among the NATO alliance (at 4.12%), has given dozens of packages in military aid to Ukraine and served as one of Kyiv’s most steadfast allies in their fight for sovereignty.
Tusk’s concerns are undoubtedly geographically motivated, as Poland’s proximity to Russia makes conflict a perennial concern. This geopolitical anxiety has also motivated the Nordic-Baltic states (Denmark, Estonia, Finland, Iceland, Latvia, Lithuania, Norway, and Sweden) to increase their military spending in recent years. Beyond that, in November, Tusk and other leaders of Nordic-Baltic countries held a security summit in Sweden, issuing a joint statement on the need to take greater responsibility for their own defense. This recognition of the necessity of European strategic autonomy was music to the ears of Macron, who attended the conference virtually. While the U.S. has historically been the champion of the liberal international order and Western security, these moves from Europe suggest a willingness to take the mantle in the event that Trump abdicates the throne.
Meanwhile, Slovakian Prime Minister Robert Fico has charted a different course: a pro-Russia one. Since his return to office in 2023, Fico has met with Putin, ended Slovakian military aid to Ukraine, and pushed back against EU sanctions on Russia. While the Slovakian PM has defended his move, citing the necessity of developing strong relations with both sides, the Slovakian people haven’t bought it. Tens of thousands of protestors throughout the country have called for Fico’s resignation in recent months in opposition to his foreign policy pivot.
Similarly, in Hungary, Prime Minister Viktor Orbán threatened to condition his support for Ukraine on the maintenance of a pipeline to provide Budapest with energy. Orbán has defended this stipulation by arguing that Hungary, who imports 80% of their oil from Russia, has lost €19 billion from EU sanctions on Russia. While the Hungarian PM backed down and voted to continue sanctions, his threats should not be dismissed, as they’re emblematic of a broader cohesion problem that the alliance is facing. While the unanimity requirement for EU decisions didn’t prevent action this time, if Orbán’s hesitation grows, or Fico drags his feet too, it could damage the ability of the bloc to show resolve against Russia–and illiberal values–and support for Ukraine–and democratic values.
As the EU navigates a period rife with uncertainty, it remains to be seen which factions will shape the alliance’s foreign policy going forward. Only time will tell whether Macron’s plans for the alliance manifest in the coming years or are destined to remain a pipe dream forever.