Europe's Shifting Alliance: US Trust, Defense Spending, and the Future of NATO (2026)

The shifting sands of international alliances have brought about a fascinating shift in European perceptions of the United States. A recent survey by the European Council on Foreign Relations (ECFR) has revealed a dramatic decline in confidence in America's security guarantees, with only a small fraction of Europeans now viewing the US as an ally. This development is a stark indicator of the growing distrust and pragmatism among Europeans, particularly in the context of the current US administration's policies.

A Changing Landscape

The survey's findings paint a clear picture: a mere 11% of Europeans across 15 countries now consider the US an ally, a significant drop from previous years. This shift is attributed to a range of factors, including the US president's Middle East policies, threats against Greenland, and the uncertainty surrounding the future of NATO. As a result, Europeans are increasingly adopting a pragmatic approach, aiming to reduce their dependence on Washington and bolster their own defense capabilities.

European Resilience and Self-Reliance

One of the most intriguing aspects of the survey is the European public's growing confidence in their ability to rely on neighboring countries for support in times of crisis. This sentiment is particularly notable given the presence of far-right parties in several European nations. The survey reveals that, on average, Europeans are now more inclined to support increased national defense spending, with a notable exception being Italy, where opposition remains strong.

Collective Action and Individual Priorities

While there is support for collective EU borrowing to finance greater defense spending, with Portugal and Denmark leading the way, there is also a notable lack of enthusiasm for cutting domestic public spending to fund defense budgets. This highlights a delicate balance that European leaders must navigate: the desire for self-reliance and increased defense capabilities, while also maintaining social welfare and public services.

The Future of European Security

The survey's authors, Jana Kobzová and Paweł Zerka, emphasize that the public demand for greater self-reliance creates an opportunity for European leaders to accelerate security initiatives. However, the path forward is not without challenges. The idea of replacing NATO with an EU-only defense body lacks broad support, with most Europeans believing that US-European relations will improve post-Trump. Additionally, the survey reveals a divided opinion on Ukraine's EU ambitions, with opposition in several countries, including Hungary, Bulgaria, and even Estonia.

Conclusion

The survey's insights offer a glimpse into the complex dynamics of European security and alliances. As Europeans navigate this shifting landscape, the question arises: Can Europe strike a balance between self-reliance and collective security, and what does this mean for the future of transatlantic relations?

Europe's Shifting Alliance: US Trust, Defense Spending, and the Future of NATO (2026)
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