Warsaw Security Forum Reflections

** Programming note: Welcome to a special Tuesday edition of Domain Awareness, featuring our recap of the Warsaw Security Forum! We’ll resume our normal format on Thursday this week, but read on for our analysis and takeaways from a very successful and newsy Forum.

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Warsaw Security Forum Reflections

Congressman Jim Himes in a discussion on “A New European Security Architecture: Is There a Way Back to Strategic Stability?” 

By Danielle Steitz and Tamar Jacoby

Danielle Steitz, Director of National Security Policy: 

The Warsaw Security Forum took place on October 12th and 13th in Warsaw, Poland, against the backdrop of the war in Ukraine entering its fifth winter and an emboldened Russia conducting hybrid attacks against European nations with increasing frequency. However, the talk of the conference in many ways was President Donald Trump’s announcement just prior to the forum that he had brokered a “diesel deal” with Russian leader Vladimir Putin, which would allow Russia to profit from diesel exports to the United States while allegedly lowering prices at the pump for Americans. Of course, such a deal appeared to European leaders as an absolute betrayal of Ukraine and Europe, who Trump has castigated for years about how slowly Europe’s decoupling from Russian energy has proceeded; speakers at the Forum repeatedly described it as sending all the wrong signals to Europe and to Russia.

In this context, navigating the Forum as an American traveling with two U.S. congressmen — we had the distinct pleasure of having Reps. Jim Himes and Jason Crow join our delegation to Warsaw — was an eye-opening experience. Most Europeans that we engaged with were excited that two American congressmen had taken the time to travel to Europe just before the midterm elections to participate in conversations around the future of the transatlantic relationship. It was evident just how closely European politicians and policymakers are tracking this November’s midterm elections, and how much desire there is for the U.S. Congress to reassert itself as a check on President Trump’s foreign policy.

Time and again, we also heard Europeans reiterate that they are no longer interested in a return to the longtime status quo of Europe as a “junior partner” to the United States. Instead, the new dynamic they foresee for the transatlantic relationship centers around a more “grown-up” or “eye-level” relationship of equal partners, where Europe is increasingly able to hold its own regardless of America’s level of engagement with the continent. It only makes sense — why would these nations go backward when they have made extensive multiyear investments in their own defense over the past several years, and Russia has only gotten bolder in undertaking arson and sabotage activities within Europe’s borders?

As American Democrats await the results of the midterm elections and develop their governance agenda moving forward, they should understand this clearly — there is no “back to normal” that will happen in January 2027 or under a new administration in January 2029. “Superficially, everything is different,” under a Democratic administration, Rep. Himes said, while reiterating that it “is a tectonic fact that there is a consensus in the United States that the cost that was paid in the post-war era… was too high.”

Congressman Himes stated that Europe could expect continued pressure — albeit in a far more diplomatic and less outrageous way than at present—to continue assuming a larger role in European defense. Democratic leaders should be thinking now about a realistic and clear-eyed path vision for the transatlantic relationship, recognizing where it is now and finding practical ways to drive towards where allies and partners agree it ought to be.

Congressman Jason Crow participating in the panel discussion “The West Under Attack: Confronting Malign Powers.” 

Tamar Jacoby, Director of PPI’s New Ukraine Project: 

One takeaway moment stood out among many at last week’s Warsaw Security Forum. The moderator of one panel sought to frame the conversation by turning to the audience — a distinguished group of elected officials, diplomats, defense industry leaders, and military men, most of them from Europe. “How many of you are sure that if Europe is attacked,” she asked, “the U.S. will fulfill its NATO obligation to come to our defense?”

In an audience of perhaps 250, not even 10 hands went up, and most of them were tentative — more half-mast than wholeheartedly sure. Then, over the next two days, countless speakers underlined the point, expressing, often in emotional terms, their feelings of disappointment and betrayal at America’s turn away from the transatlantic alliance.

Nearly two years into Donald Trump’s second term, the American pivot is no longer shocking for Europeans. It’s an established fact, and virtually no one expects it to be reversed, no matter who wins the White House in 2028.

But two existential questions remain, hovering menacingly over the continent. One centers on the future of the alliance: will it survive in any form, and if so, what will it look like? The second question, no less pressing: can Europe reorganize and rearm quickly enough to defend itself with significantly less help from the U.S.?

Conversations that included Americans — both on stage and in the corridors — tended to focus on the first issue. But if anything, most Europeans seemed more concerned about the second.

Panelist after panelist made a version of the same point. Europeans are rearming as fast as they can in the face of what many see as imminent Russian aggression — aiming higher, spending more, manufacturing more, and pushing themselves to what feels like the limit. But it isn’t enough. The continent is far from where it needs to be as the U.S. turns away.

“We spent twice as much on defense in 2026 [as we spent in 2021],” one former defense minister argued heatedly. “We have the money. We have the technology. We have the skilled labor force. We can do it if we want to. The question is, do we want to?” It’s a matter of political will.

In some ways, this was anguishing — hearing from people trying as hard as possible and still coming up short. But it was also encouraging. If the urgency expressed at the Warsaw conference translates into action — national policy, NATO initiatives, EU regulations, defense industry planning and production, civilian awareness campaigns – the continent may rearm fast enough to fill the gaps left by the U.S. pivot.

Speakers largely agreed on the most pressing items on the agenda. Some were technical: strategic enablers, air defense, and military mobility, among others. Also essential: more speed and scale — vastly increased, faster defense production – and incorporating lessons learned from Ukraine.

But by far the most urgent need, most concurred, is cooperation — more continent-wide collective action by countries that have historically seen defense as a national prerogative.

What this would mean in practice: arriving at a shared assessment of the threat, followed by collective planning, pooled procurement, joint defense production, and new mechanisms for faster continent-wide decision-making, including with Ukraine. “We need a new mentality,” one decorated military man argued. “We will not survive without a truly collective defense.”

For an American listener, it made for a bittersweet two days. It was hard not to come away angry at the abrupt way Trump has turned on the alliance that represented and defended American values for three generations. But it was also hard not to feel hopeful about the Europeans pressing their countries to step up and fill the void we’re leaving. “Yes, we are moving too slowly,” one sitting foreign minister conceded. “Yes, we are still too fragmented. But we are finally moving in the right direction.”

Jacoby on Background Briefing: Can the Europeans Defend Ukraine as Trump Tries to Sell Them Out With Bribes From Putin While Blaming Ukraine For the Price of Diesel?

We begin with the European reaction to Trump trying to blame Ukraine for the price of diesel as he again sides with Putin to sell out Ukraine with Putin dangling bribes before our greedy imbecile of a president to line Trump and his family’s pockets. Joining us from the Warsaw Security Forum in Warsaw, Poland is Tamar Jacoby, the Kyiv-based director of the Progressive Policy Institute’s New Ukraine Project. She was a senior writer and justice editor at Newsweek and, before that, the deputy editor of the New York Times op-ed page. She is the author of Displaced: The Ukrainian Refugee Experience and she has an article at The Washington Monthly, “Europeans Look for Options as Costs Mount in Ukraine.”

Listen to the full podcast.

Jacoby for Washington Monthly: Europeans Look for Options as Costs Mount in Ukraine

Ukrainian Finance Minister Serhii Marchenko was in Brussels on September 28, when a Russian drone flew into the National Academy of Sciences, one of the country’s leading research institutes and a symbol of Ukrainian identity. Moscow’s new strategy of round-the-clock bombardment of civilian targets was already more than a month old, but the strike, which killed two academy employees, still came as a shock. The elegant 19th-century building in the center of Kyiv burst into flames, and a huge cloud of black smoke billowed from the open roof as terrified researchers inched out onto window ledges before climbing down ladders to the street.

“War is longer, war is harder,” Marchenko explained soberly to his audience in Belgium. “Russian jet drones are destroying our logistics, our retail storage, our refueling stations, our data centers.” Tax and customs revenues are falling short of expectations, and Kyiv will need more help than anticipated to get through the winter, not to mention the year ahead.

For many in the minister’s audience in Brussels, it isn’t a question of whether to help, but how—where to find the money. Unlike President Donald Trump, who moved last week to lift sanctions on Russian diesel exports, Europe is determined to stand with Ukraine and keep the pressure on Moscow. “There’s no option where we do nothing,” centrist French member of the European Parliament Nathalie Loiseau explained to me a few days after the academy bombing. “We can’t say to Ukraine, ‘Okay, you’re on your own,’” leaving Kyiv to lose a war that many Europeans believe is all that’s stopping Vladimir Putin from turning his guns on NATO.

But after nearly five years of fighting, Europeans are running out of options, which is why the debate is circling back again to an idea proposed and rejected several times in the past—leveraging the Russian Central Bank assets held in European financial institutions.

Gold Star Families and Survivors Speak on Deadly Port Shuaiba Attack

** Programming note: This week, Domain Awareness is rather abridged, but we promise it’s for good reason! PPI’s national security team is on the move this week, with Mary Guenther representing at the International Aeronautical Conference in Turkey, and Danielle Steitz and Tamar Jacoby on their way to Warsaw for this year’s Warsaw Security Forum. We are excited to be working with the Forum as a programming partner, and are delighted to have Rep. Jason Crow and Rep. Jim Himes leading our delegation. If you or a colleague will be in Warsaw and are interested in engaging with some of PPI’s side programming, please feel free to reach out to Danielle Steitz or John Michael Dieng — we’d love to see you there!

THIS WEEK’S
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Gold Star Families and Survivors Speak on Deadly Port Shuaiba Attack

By Danielle Steitz

The Associated Press this week published a moving exclusive report that features firsthand accounts and interviews with survivors and family members of those lost in the Iranian attack on Port Shuaiba, Kuwait. The attack, which took place on March 1, 2026, remains the deadliest known attack on U.S. forces to date, with six soldiers killed and dozens more injured by an Iranian drone strike that targeted the Army’s tactical operations center at Port Shuaiba. New survivor accounts describe Army leaders’ decision-making around force protection at Port Shuaiba despite a shortage of counter-drone defenses and intelligence assessments that identified the port as a likely Iranian target, raising questions as to whether the loss of life could have been avoided.

PPI Expert Assessment: 

Danielle Steitz, Director of National Security Policy: One of the most striking aspects of the interviews with soldiers deployed at Port Shuaiba was how clearly unprepared they believed the installation was for the exact kind of Iranian drone attack they experienced. One survivor even commented that the unit’s safety officer, MAJ Cody Khork, had expressed concerns that low-flying drones were not being considered in the issuance of “all-clear” orders — and yet was pushed by higher-ranking officers to clear soldiers to leave the relative safety of concrete bunkers and return to the operations center. MAJ Khork was one of the six soldiers killed when a low-flying drone smashed through the roof of the operations center just minutes after an all-clear had been issued.

Commanders owe a fundamental duty of care to their soldiers when it comes to force protection; while soldiers understand that they may be ordered into harm’s way to achieve a mission objective, it is incumbent upon commanders to avoid exposing them to unnecessary risk. The Army owes these soldiers and their families a clear-eyed assessment of what went wrong, why force protection warnings and intelligence assessments were disregarded, and why soldiers whose critical work reportedly required them to be within range of Iranian attacks were not adequately prepared or protected.

What We’re Reading:

“Trump’s War on Data Access Has Taken to the Stars” by Mary Guenther and Danielle Steitz in Radically Pragmatic

In a recently published op-ed, PPI’s Head of Space Policy Mary Guenther and Director of National Security Policy Danielle Steitz highlight the Trump administration’s clampdown on commercial remote sensing data over the Middle East, a move that restricts Americans’ access to truth and places ad hoc and indefinite restrictions on the remote sensing data industry. Guenther and Steitz argue that Congress’s attempt to establish a formalized process for these restrictions through the Intelligence Authorization Act is a step in the right direction, but striking the right balance between national security and access to data is critical and requires voices in addition to the national security establishment at the table.

Guenther and Steitz on Radically Pragmatic: Trump’s War on Data Access Has Taken to the Stars

President Donald Trump’s war on facts has reached the final frontier. Having already undermined federal data sources on everything from hunger to weather for its own self-interested ends, the administration has spent much of this year trying to squelch information about the Iran War by clamping down on the public’s access to data and images shot from space.

Congress looks ready to respond to this blatant censorship effort as part of an upcoming intelligence bill. But while it’s encouraging that lawmakers want to curb this administration’s abuses of power, the solution they are contemplating allows defense and intelligence agencies, organizations with cultures of information sharing on a “need-to-know” basis, to further clamp down on data availability — albeit for less politically charged reasons — without having anyone at the table arguing for the benefits of public access.

Back in March, the government reportedly asked commercial remote sensing companies like Planet Labs to delay release of the data and pictures they gather from space of much of the Middle East, in light of the Iran War. At the time, embarrassing photos of burning oil infrastructure and damaged American bases running in the press had undercut White House claims to have defeated Tehran’s military. The request was framed as voluntary, but as one geospatial analyst put it: “When your largest customer is also the government that regulates you, the line between voluntary and involuntary gets very thin.”

These restrictions were originally slated to last two weeks. Instead, they have lingered for the better part of six months, limiting information about the region to the subset of customers who comply with the companies’ restrictive managed access policies. Publications like the New York Times and The Washington Post, which frequently purchase images for their reporting, have used them to identify evidence of potential war crimes. Their access has been turned off indefinitely.

All of this has deprived everyday Americans of crucial news on the conflict — much to the alarm of some soldiers sent to fight it. Just last month, active service members anonymously sent photos to the press of the destruction of American bases out of concern that, in their words, “this is major damage to our bases that hasn’t been communicated to the American public…we’re standing there with our eyes closed getting punched in the face.”

Read more on Radically Pragmatic.

U.S. Military Completes Withdrawal from Iraq

By Danielle Steitz

Lately, it seems like every day begins with a torrent of headlines from an increasingly complex and rapidly changing global landscape. Wars in Europe and the Middle East prompt fears of escalation and geopolitical confrontation, while proliferating technologies like artificial intelligence threaten to reshape the security landscape. Political, security, economic, and technological concerns are increasingly intertwined, making the global landscape fraught with tensions and trade-offs. And in the United States, the erratic and unprincipled leadership of the Trump administration is confounding America’s allies while emboldening her adversaries, creating a more unpredictable and dangerous world.

PPI seeks to offer a path for navigating this increasingly chaotic global environment through understanding the domains in which we operate, which is why we are proud to announce the launch of Domain Awareness. While there are countless stories each day that demand attention, PPI’s new weekly digest offers a curated list of the top stories that policymakers and practitioners need to read, paired with commentary from PPI’s policy experts. We hope you will join us each week as we seek to understand current events and trends, and as we offer pragmatic policy solutions towards a more stable and secure future.

THIS WEEK’S
TOP STORIES

U.S. Military Completes Withdrawal from Iraq

By Danielle Steitz

On Wednesday, the U.S. military formally withdrew from Iraq, bringing two decades of U.S. military presence to a close. The departure of the final 2,500 Americans stationed in Erbil marks the end of Operation Inherent Resolve in Iraq, which brought American forces back to the country in 2014 as part of a multinational military campaign against jihadist Islamic State forces. The departure of the American military contingent from Iraq marks a milestone moment, with Iraqis commemorating the withdrawal with a three-day “celebration of sovereignty” while expressing complicated feelings about the legacy of American military presence and concern over Iraq’s future in the face of growing threats from Iranian-backed militia groups operating in the country.

PPI Expert Assessment: 

Danielle Steitz, Director of National Security Policy: Iraq is again solely responsible for its own security, leading some Iraqi citizens to question what will be different this time than in 2011, when American withdrawal and weak Iraqi governance opened the door for the rapid spread of ISIS. While Combined Joint Task Force-Operation Inherent Resolve will continue its counter-ISIS mission from its relocated headquarters in Jordan, the Iraqi government must now rein in increasingly powerful militia groups that Iran views as key partners in its conflict with the U.S. and America’s Middle East allies. The U.S. withdrawal was negotiated by the Biden administration in 2024 and therefore predates the Trump administration’s war with Iran, but when paired with an ongoing review of U.S. presence in the Middle East in light of the conflict, it reflects a bipartisan desire to move past the legacy of the “forever wars” of Iraq and Afghanistan.

Iran War Diplomatic Efforts and Domestic Politics

by Danielle Steitz

As the Iran War stretches into its seventh month, efforts to find a diplomatic resolution to the conflict continue, but with little to show for it. Qatari shuttle diplomacy and indirect talks on the sidelines of the UN General Assembly between U.S. and Iranian negotiators led to an Iranian proposal that reportedly called for restarting nuclear talks and reopening the Strait of Hormuz after the U.S. lifts both its naval blockade and its oil sanctions and reinstates a region-wide ceasefire. President Trump rejected this proposal and acknowledged that he may resume strikes against Iran – much to the dismay of Republican candidates in tightly contested elections, who are increasingly calling for the war to end quickly. 

PPI Expert Assessment: 

Danielle Steitz, Director of National Security Policy: Both the Trump administration and the Iranian regime seem to believe that time is on their side, and that dragging out the conflict to maximally inflict economic and political damage on the other is their best path to victory — effectively turning the conflict into a waiting game to see who blinks first. But with polling data continually showing overwhelming American disapproval of the war and gas prices spiking to a new highest recorded average diesel price, members of the president’s party are increasingly concerned that the war will prove to be a drag on their electoral chances in a midterm election that is poised to be a referendum on the president’s performance. With the economy and affordability continuing to be a chief concern for Americans and control of both the House and Senate in the balance, the pressure to bring the war to an end appears to be mounting — but thus far, it has yet to sway Trump from his “inflict economic pressure and wait it out” approach. 

Starship Test Launch and Space Implications

by Mary Guenther

The next-generation launch vehicle from SpaceX successfully completed its first orbital test flight this week. This Starship vehicle will be dramatically more capable than SpaceX’ current workhorse, the Falcon class of vehicles, allowing for each launch to deploy 20 times more Starlink broadband satellites. SpaceX launches the majority of government payloads for civil and national security agencies alike, and NASA is reliant on Starship for its Artemis program. 

PPI Expert Assessment: 

Mary Guenther, Head of Space Policy: The Department of Defense currently uses the Falcon class of vehicles for most of its national security launches through the National Security Space Launch (NSSL) program. SpaceX plans to phase out the Falcon class of vehicles after it completes the missions it’s currently on contract for to allow the company to focus on Starship. The Starship will be a transformational capability for the American space program, opening possibilities for crewed and cargo missions that nothing on the market can offer today. A number of companies’ spacecraft and scientific missions in process today are only feasible because of the Starship. However, there are questions about whether there could be a gap between the Falcon 9 and the Starship, which would exacerbate launch capacity constraints for companies looking to fly their spacecraft.

Retired Spy Satellite Unexpectedly Blew Up in Orbit

by Mary Guenther

A satellite launched by the National Reconnaissance Office (NRO) in 1988 shattered in orbit this week, generating a large debris field of space trash that will make it harder to use the popular orbit it was flying in. The orbit is home to over 200 satellites, including aging NOAA weather satellites. The satellite’s mission was to find and listen to Soviet radar systems, though given that the project was fully declassified earlier this year, it’s safe to assume it was retired sometime in the past several decades. It’s unclear whether the breakup of the satellite was caused by an old component rupturing or if it was hit by a small piece of debris.

PPI Expert Assessment: 

Mary Guenther, Head of Space Policy: This is the kind of incident the space community has been concerned about for some time. There are a host of old (primarily) U.S. and Soviet spacecraft and rocket bodies left in orbit that are vulnerable to this kind of event. Modern licensing processes require that satellites deorbit no later than five years after the end of their mission to avoid a build-up of space junk. And there are new companies exploring technologies that would help old or disabled spacecraft deorbit, though it’s unclear at this time whether governments will be interested in contracting them to clean up old satellites from the Cold War era. This incident may spur further thinking in that direction.

Navy Announces Contract for F/A-XX Sixth-Generation Fighter

by Danielle Steitz

The Navy announced this week that it has awarded the contract for its sixth-generation F/A-XX fighter jet to Boeing, a key next step in getting the next generation of fighters into service as a replacement for the F/A-18 Super Hornet and EA-18G Growler airframes. The award had reportedly been delayed for over a year by a fight that saw the White House and Pentagon advocating for delay of the award and reductions to the program’s budget while the U.S. Navy and Congress pressed for rapid fielding of the fighter given its centrality to naval aviation in a potential conflict with China. 

PPI Expert Assessment: 

Danielle Steitz, Director of National Security Policy: It is heartening to see the F/A-XX fighter program overcome the bureaucratic obstacles that had long delayed this contract award. While uncrewed systems like the Collaborative Combat Aircraft will provide a force multiplier to aviators in future conflicts, effective combat deployment of these systems still requires a next-generation strike fighter to “quarterback” and manage the battlespace. This contract being awarded without further delay will help to keep downstream aviation industrial base suppliers engaged and working — ideally without any further disruption or delay in producing and deploying these critical aircraft.

What We’re Reading:

“America’s Next Military Advantage is Trusted Data” by Jeremy Bayer in RealClearDefense

This article clearly identifies the next challenge to tackle in the age of information-integrated military operations: how to ensure data remains protected and verifiable while still enabling sharing and interoperability. American innovation is driving technology solutions forward, but the national security architecture must keep pace in adopting those solutions. 

Surviving Chaos: Geopolitics When the Rules Fail by Mark Leonard

In his new book, Leonard, the co-founder and director of the European Council on Foreign Relations, argues that the international liberal order is collapsing into what he describes as “Un-Order” — a permanent state where there is no longer agreement on fundamental rules, facts, or even the concept of global governance. In navigating this new reality, Leonard argues for leaders to move away from trying to restore a dead system, and instead to adopt the mindset of “artisans,” who embrace improvisation and build resilience in order to weather constant disruption.

Introducing Domain Awareness

Introducing Domain Awareness: A new weekly feature from PPI’s national security team

By Danielle Steitz

Lately, it seems like every day begins with a torrent of headlines from an increasingly complex and rapidly changing global landscape. Wars in Europe and the Middle East prompt fears of escalation and geopolitical confrontation, while proliferating technologies like artificial intelligence threaten to reshape the security landscape. Political, security, economic, and technological concerns are increasingly intertwined, making the global landscape fraught with tensions and trade-offs. And in the United States, the erratic and unprincipled leadership of the Trump administration is confounding America’s allies while emboldening her adversaries, creating a more unpredictable and dangerous world.

PPI seeks to offer a path for navigating this increasingly chaotic global environment through understanding the domains in which we operate, which is why we are proud to announce the launch of Domain Awareness. While there are countless stories each day that demand attention, PPI’s new weekly digest offers a curated list of the top stories that policymakers and practitioners need to read, paired with commentary from PPI’s policy experts. We hope you will join us each week as we seek to understand current events and trends, and as we offer pragmatic policy solutions towards a more stable and secure future.

THIS WEEK’S
TOP STORIES

Europe’s warning lights are blinking red

By Danielle Steitz and Tamar Jacoby

Leaders throughout Europe have spent the past several days publicly stating that Russia has stepped up its hybrid activity targeted at their nations, and may continue to escalate in order to probe Europe’s response. French President Emmanuel Macron and Polish Prime Minister Donald Tusk both addressed the increase in Russian malign activity, describing it as designed to degrade support for Ukraine and to drive a wedge between NATO allies. These warnings come amidst events like last month’s drone attack at Leipzig Airport, suspicious fires and sabotage operations targeting European defense facilities, and a drone attack on a train that narrowly missed former U.K. Prime Minister Boris Johnson and former U.S. CIA director David Petraeus.

PPI Expert Assessment: 

Danielle Steitz, Director of National Security Policy: European leaders are reading recent Russian actions as forecasting the desire to continue probing Europe’s resolve, and are reacting to warn their publics and the world accordingly. Russia appears to perceive a divide between the U.S. and European NATO allies, and will take every opportunity it can to create distance and doubt in the alliance.

Tamar Jacoby, Kyiv-based director of the New Ukraine Project: Most of the world is still using the phrase “hybrid war” to describe Russia’s escalating aggression in Europe: sabotage, arson, assassination attempts, cable-cuttings, airspace violations, cyberattacks, and campaigns to undermine electoral integrity. But after four years and hundreds of incidents, some Europeans say it’s time to drop the word hybrid. “The reality is that Russia considers itself at war with Europe,” Ukrainian Foreign Minister Andrii Sybiha explained this month, “even if Europe does not consider itself at war with Russia.”

One of Moscow’s goals is clearly to suppress Western support for Ukraine, persuading European voters that it’s in their interest to pursue peace at any price on Russia’s terms. But it’s hard to believe the motive ends there. The Kremlin has long framed its aggression in Europe as part of a conflict with “the collective West,” and Vladimir Putin makes no secret of his desire to reclaim the Cold War Soviet sphere of influence – a huge swath of what’s now free, democratic Europe, including one-third of Berlin. Europeans are increasingly alarmed but only beginning to grapple with the implications – what would it mean to be at war with Russia, for national governments and for NATO?

For additional PPI insight on this topic, please see “Europe Struggles to Respond to Russian Attacks” by Tamar Jacoby.

A new escalation between Russia and Ukraine

By Tamar Jacoby and Danielle Steitz

As Ukraine prepares for its fifth winter under Russian attack, the evolving conflict appears to have undergone yet another shift. This past weekend, Ukraine launched its largest strike yet into the Moscow region, reportedly using over 1,100 drones as well as Ukrainian-manufactured Flamingo and Pelican missiles to target infrastructure in the region that includes one of Russia’s largest oil refineries. At the same time, Russia has stepped up its use of jet-powered Geran drones to attack targets across Ukraine, increasing the reach of the conflict and eliminating any sense of distance between civilians and the frontlines.

PPI Expert Assessment: 

Tamar Jacoby, Kyiv-based director of the New Ukraine Project: Everyone knew this would be a difficult fall in Ukraine. Ukrainian long-range drones and missiles have been pummeling Russia for months, striking at the heart of its economy by incapacitating 45 percent of its oil refining capacity – and everyone knew a wounded Putin would be an even more dangerous Putin.

Now, Moscow is striking back, and it has some nasty new weapons to do it with, including North Korean ballistic missiles and drones equipped with Chinese jet engines. Ukraine will soon have an answer for the jet drones. Several prototypes have been tested and will now go into mass production.

 But only the West can help Kyiv down ballistic missiles. Congress should press Trump to allow Ukraine to produce its own Patriot interceptors. Trump should press America’s allies — including Spain and Greece — to give Kyiv the interceptors lying unused in their storerooms. Elon Musk should give Ukraine permission to use Starlink to strike ballistic-missile launch sites deep inside Russia. Then, the US should follow through on the sanctions and tariffs authorized by the Lindsey Graham bill. Ukraine is heading into a tough winter – probably the toughest of the war. All its friends and allies need to step up and help.

Danielle Steitz, Director of National Security Policy: The Russia-Ukraine war has seen rapid technological iteration and tactical adaptation, and this current moment is no exception. Ukraine’s Operation Vivaldi, where heavy drones were used to deploy kamikaze ground drones behind Russian lines, demonstrates Ukrainian ingenuity and has reportedly disrupted Russian ground advances in Donetsk. However, with very few options to shoot down Geran drones currently available, Ukraine faces increasing difficulties in replicating that operational success in the air domain — particularly when it comes to air defense.

For additional PPI insight on this topic, please see “The New Normal in Kyiv, Ukraine” by Tamar Jacoby.

Iran War costs increasing, with no end in sight

By Danielle Steitz

The Pentagon’s cost estimates for the ongoing conflict against Iran continue to increase, with the latest total at $45.1 billion as of September 3rd, per reporting from CNN. This number includes operations costs and the increased cost of fuel, but does not include potential reconstruction costs for damaged U.S. military bases in the region. A recent CBO report assessed that costs for the war could increase at the rate of $2-3 billion per month, depending on the intensity of the conflict and operational demand.

PPI Expert Assessment: Despite the Trump administration’s assertions to the contrary, the war with Iran persists. The war, which looks far more like a regional conflict given the recent success of the Iranian-aligned Houthis in capturing control of the Bab al-Mandeb Strait, continues to cost the U.S. billions of dollars in operational and maintenance costs alone. Although Trump seeks to project confidence in promising that the war will end “immediately after” the midterm elections in November, Iran’s leaders seem to believe they can increase direct and indirect war costs enough to undermine America’s will and drive Trump to the bargaining table.

Military intelligence vs. artificial intelligence

By Danielle Steitz

As the national debate around AI safety and responsible pacing of frontier models grows louder, a recent CNN report demonstrates that no matter how advanced the model, human review and verification of outputs remain incredibly necessary. A U.S. military intelligence analyst utilized a Department of Defense-approved AI chatbot to draft an intelligence assessment on a Chinese ship, only for the U.S. military to reportedly realize at the last minute that the AI had misidentified the ship’s cargo as nuclear components – a “hallucination” that nearly sparked a war.

PPI Expert Assessment: As Secretary of Defense, Pete Hegseth has pushed for the rapid and full-throated embrace of AI systems throughout all DoD processes and use cases, advocating for speed over everything else. As stated in his January 2026 Artificial Intelligence Acceleration Strategy, “We must accept that the risks of not moving fast enough outweigh the risks of imperfect alignment.” If Secretary Hegseth truly views the potential of the American military hallucinating itself into a conflict with China as an acceptable risk of “imperfect alignment,” that irresponsible and cavalier attitude is exactly the wrong one to be leading the Department of Defense at this high-stakes global moment.

Jacoby Joins Joan Esposito on WCPT

Joan Esposito is joined by Tamar Jacoby, director of the New Ukraine Project at the Progressive Policy Institute and contributor to Washington Monthly; her latest articles are “The New Normal in Kyiv, Ukraine” and “Europe Struggles to Respond to Russian Attacks.” The discussion examined Russia’s escalating hybrid war in Europe and the implications for Ukraine, NATO, and Western deterrence. Here are a few key points from the conversation:

  • Jacoby described roughly 400 to 450 suspected Russian attacks in Europe over four years, including sabotage, arson, cyberattacks, drone activity, and attempted assassinations.
  • European governments are improving information sharing, monitoring, patrols, and defensive infrastructure, but largely avoid retaliation.
  • Russia is making limited progress on the front but has intensified its air campaign with faster, higher-flying drones and attacks on Ukraine’s power, water, and sewage systems.
  • Ukraine has damaged approximately 45 percent of Russia’s oil-refining capacity, while Russia continues receiving support, including drone engines, from China.

Steitz for MS Now: Trump’s New Defense for His Arch Is Absurd – And Dangerous

Let’s be clear: No matter what President Donald Trump may say, the national security of the United States does not require the construction of a massive arch in the middle of a traffic circle.

In a saner world, this would not need to be said. But on Friday, the president announced a new purpose for the 250-foot-tall tourist attraction he is seeking to build in the roundabout at the end of Washington’s Memorial Bridge. The arch will double as a “military complex,” Trump said, housing drones and ammo while providing a platform for snipers.

What possible threat aimed at Arlington National Cemetery — of all places — requires the construction of a marble-and-gold arch?

Throughout his second term, Trump has repeatedly invoked flimsy national security excuses to justify policy priorities both big and small. The arch might be the most ludicrous example yet: By claiming that this obvious vanity project is in fact a top Pentagon priority, the administration is clearly hoping it can convince U.S. District Judge Tanya Chutkan to reconsider her injunction pausing its construction.

My guess is that the argument will get laughed out of court. But that leaves a bigger issue: Judges have long given presidents vast leeway when it comes to national security decisions. Trump’s obvious abuse of that privilege has started forcing them to rethink that stance, which could make it harder to deal with a real emergency in the future.

Read more in MS Now.

Jacoby for Washington Monthly: Europe Struggles to Respond to Russian Attacks

The Ukrainian team visiting Oslo in late August came armed with a hefty research report—73 packed pages of open-source intelligence and policy proposals designed to help Norway prepare for a confrontation with Russia. The most likely scenario, the paper warned, would be more like the Battle of Britain than Operation Barbarossa, Nazi Germany’s 3.8 million-man World War II invasion of the Soviet Union. Moscow is unlikely to send tanks or troops to Norway, the report said. Russian strongman Vladimir Putin knows he can’t win a direct military clash with NATO. More likely would be a combined blitz of drone assaults, sabotage, and cyberattacks—what the paper compiled by the Kyiv-based Sahaidachnyi Security Center and paid for by the Ukrainian drone manufacturer Buntar Aerospace called the “Battle of Norway.”

But even the hawkish Ukrainian team was unprepared for what hit Norway just days later on August 24. The day after Prime Minister Jonas Gahr Støre visited Kyiv, promising continued support and a fourth annual payment of $9.1 billion, a pro-Russia hacker group calling itself Server Killers startled the Nordic nation with social media post. “We declare cyber war” on Norway, the message read—white letters against a fiery background featuring an image of the Kremlin and a Russian flag.

Server Killers is an experienced hacking collective with documented Moscow connections and a long rap sheet—attacks in Britain, Canada, Denmark, Spain, and Romania. Over the next three days, it targeted Digdir, the agency overseeing Norway’s cutting-edge digitization of public services, bombarding its servers with so much spam that government websites stopped working for citizens. The “distributed denial of service attack” was the largest in Norway’s history—if not the start of the battle of Norway, certainly an alarming warning.

Disruptive as it was for Norwegians, the Server Killer attack hardly made international news—Russia is now launching so many so-called “hybrid” or “gray-zone” assaults on Europe that it can be hard to keep track of them.

Read more in Washington Monthly

Jacoby in Nordic Defence Watch: Denmark offers Ukraine’s arms makers a safe base to expand, expert explains

Ukraine’s defence industry sees several advantages in setting up production in Denmark.

So says Tamar Jacoby, the Kyiv-based director of the Progressive Policy Institute’s New Ukraine Project. She writes regularly about the Ukrainian defence industry for American media and is a frequent expert commentator on the sector.

“Primarily, it’s about security and reducing the risk of being bombed. Most Ukrainian companies have distributed production sites across Ukraine and must hide where they are,” Jacoby says.

Read more in Nordic Defence Watch

Steitz for Radically Pragmatic: Republicans Are Running From Trump’s Foreign Policy Record

Republican Party leaders have promised that their midterm convention, which begins tonight in Dallas, will be a primetime “Trumpapalooza” — a mega pep rally aimed at showcasing the president’s supposed successes and revving up his most hardcore fans so that they’ll turn out to the polls in November.

But judging by the event’s agenda, there appears to be at least one piece of our unpopular president’s record that’s so obviously politically toxic that his party is not even willing to pay it lip service in front of an adoring crowd. Across the two days of speeches, there is not one mention of national defense or foreign policy anywhere in the program.

Historically, the omission of these topics from a Republican Party convention would have been unthinkable. Since the late 1980s, voters have traditionally trusted Republicans over Democrats when it comes to keeping the country safe from international terrorism and military threats — at times by very wide margins. During those years, the GOP embraced the mantle of Reagan’s “peace through strength” Cold War legacy, and attached themselves to the rally-around-the-flag response that carried the George W. Bush administration in the months and years after September 11, 2001.

Read more on Radically Pragmatic

Jacoby on Background Briefing with Ian Masters: Russia’s Strike on Ukraine’s Intel HQ and the Shootout Between Rival Ukrainian Intel Agents

Background Briefing with Ian Masters · Russia’s Strike on Ukraine’s Intel HQ and the Shootout Between Rival Ukrainian Intel Agents

“We go to Kyiv to speak with Tamar Jacoby, the Kyiv-based director of the Progressive Policy Institute’s New Ukraine Project. She was a senior writer and justice editor at Newsweek and, before that, the deputy editor of the New York Times op-ed page. She is the author of The Ukrainian Refugee Experience and she has an article at The Washington Monthly we discuss, “The New Normal in Kyiv, Ukraine: Nonstop attacks by Russian jet-powered drones empty supermarket shelves and terrorize civilians” as well as the shootout between rival Ukrainian intelligence agents and the Russian strike on Ukraine’s Intelligence HQ in Kyiv.”

 

Jacoby for Washington Monthly: The New Normal in Kyiv, Ukraine

Thursday, August 27, was the first day of the new normal, but it didn’t yet feel normal to any of us in Kyiv.

I counted 11 air raid alerts between 7 a.m. and 7 p.m. Each time, the sirens in my quiet residential neighborhood would tear through the air—an ear-splitting wail, impossible to ignore even after nearly five years of war. The next sound was often machine-gun fire—Ukrainian air defenses downing incoming drones and missiles—or, in other cases, a great booming thud as enemy munitions exploded not far away.

Sometimes it was several hours before the all-clear signal; in other instances, just a few minutes. But by Thursday’s end, the shocks had added up—I was a wreck, hardly able to concentrate. The Ukrainian Air Force reported that Moscow had launched 140 attack drones that day.

Ukrainians are no longer surprised by nighttime air alerts. That’s been normal since 2022, albeit growing worse every year, with the number of incoming drones and missiles sometimes swelling to 700 in a single night. They’re also used to Iranian-made Shahed attack drones and the better-engineered Russian version known as Gerans. The Ukrainian military has developed highly effective layered defenses—electronic jamming, jet fighters, traditional anti-aircraft guns, truck-mounted machine guns, and a new generation of innovative drone interceptors—that can shoot down up to 90 percent of these slow-flying triangular platforms, generally just over 10 feet long with an eight-foot wingspan.

Read more in Washington Monthly

PPI: Yes to Stronger Sanctions on Russia and Support for Ukraine; No to Giving the Trump Administration New Tariff Authority

WASHINGTON (August 25, 2026) — Today, Progressive Policy Institute (PPI) experts on Ukraine, trade policy and national security issued the following statement on the Lindsey Graham Sanctioning Russia and Iran Act, applauding the additional financial and energy-market pressure the bill may put on Russia, but criticizing its very broad tariff authority and arguing that it should either be dropped or sharply circumscribed.

PPI’s Kyiv-based New Ukraine Project Director Tamar Jacoby, who offered extensive assessment of the bill in the Washington Monthly, said:

“Nearly five years of war — including a summer of spectacular Ukrainian strikes on Russian oil refineries — have done serious damage to the Russian economy. The US can and should be doing more to help raise the cost for the Kremlin, and the Graham bill makes an important start. Now the House has an opportunity to improve the package by clarifying what Trump can and cannot do to implement it — strengthening the sanctions provisions while limiting the all-but unchecked tariff authority it hands the president.”

PPI Vice President and Director for Trade and Global Markets Ed Gresser said:

“With Russia’s military exhausted from its four-year full-scale invasion of Ukraine, Congress is right to increase economic pressure on Russia and countries supporting it. The bill’s financial and other sanctions are good steps. We can and should go further by banning Russian fertilizer — the U.S.’s major remaining import from Russia, now running at an average of $200 million a month this year. By contrast, the bill’s tariff section is unnecessary — the administration already has sanctions power under the International Emergency Economic Powers Act — and dangerous. Unchecked authority to impose new tariffs on vague grounds, after the administration’s extensive and continuing misuse of laws such as Section 301 and Section 232, poses a high risk that Mr. Trump would use it not to pressure Russia but to further harass America’s neighbors and allies, and impose more costs on the American economy.  Last Thursday’s fiasco with Canada — a totally unnecessary breach with a friendly neighbor, with tariffs likely to cost Americans billions of dollars this fall — is a case in point. If this final bill is to include any tariff authority at all, therefore, the House should at minimum revise it to require a final Congressional vote of approval for any tariff increase on any country.”

PPI Director of National Security Policy Danielle Steitz said:

“The brave citizens of Ukraine have spent more than four years defending their nation from Russia’s illegal invasion, and it is heartening to see the U.S. Congress continue to send clear bipartisan signals of support. However, it is undeniable that President Trump has demonstrated his disregard of congressional intent time and time again, particularly around the topic of support to Ukraine. Just last month it was reported that the Department of Defense will not finish spending the $400 million that Congress authorized for Ukraine military assistance until fiscal year 2029, an unacceptable slow-rolling of aid that has rightly sparked bipartisan criticism on Capitol Hill. Instead of hoping that this time will be different, the House should adopt common-sense guardrails asserting Congress’s tariff powers and making its intent crystal clear: that this legislation’s purpose is to impose costs on Russia and to support Ukraine.”

Background: The Senate passed S. 5025, the Lindsey Graham Sanctioning Russia and Iran Act, on August 6, 2026, and the House of Representatives is preparing to consider it after its return from the August recess. The bill imposes new sanctions on Russian officials, businesses, and financial service providers, bans imports of Russian uranium (though not fertilizer, the largest single U.S. import from Russia). It also provides the Trump administration authority to impose tariffs of up to 100% on goods from three sets of countries: the five largest buyers of Russian oil, the five largest buyers of Russian natural gas, and the five countries most involved in helping Russia in some unspecified way avoid sanctions. With the House vote likely in early fall, PPI experts and Ukraine-watchers argue that while strengthening sanctions on Russia is urgent, the bill’s nearly unlimited tariff authority is unnecessary and invites further abuse by the Trump administration. They urge the House to make significant changes to the tariff section, and tighten U.S. sanctions further, before passage.

Founded in 1989, PPI is a catalyst for policy innovation and political reform based in Washington, D.C. Its mission is to create radically pragmatic ideas for moving America beyond ideological and partisan deadlock. Find an expert and learn more about PPI by visiting progressivepolicy.org. Follow us at @ppi.

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Media Contact: Ian O’Keefe – iokeefe@ppionline.org

Jacoby in CEPA: Ukraine’s Defense Industry: The Motor of Post-War Revival

[…]

The shape of a defense-led recovery depends on whether Ukraine makes the right deals in Europe as it seeks to maximize the value of its expertise, according to Tamar Jacoby, director of the Progressive Policy Institute’s New Ukraine Project.

The defense sector has become increasingly decentralized to allow it to be flexible and innovate with real-time feedback from the frontline, but it means it often misses out on economies of scale.

Ukraine’s Ministry of Defense has also, until recently, banned weapon exports, and deals that have been permitted so far have been time-consuming and stymied by bureaucracy. The businesses that flourish tend to be the ones with the right connections, Jacoby said.

Regulations need to be reformed to speed up processes, tackle corruption, and encourage the development of a robust defense export industry, which will attract talent.

Jacoby compares Ukraine to Israel, which was able to build on its military experience to fuel an economic and technological boom through sales of high-end, cutting-edge weaponry, supported by a government apparatus actively pushing exports.

[…]