The war in Ukraine has transformed Western European thinking about defending itself against its giant neighbor, Russia. The latest push, proposed last week by the European Union, is a blueprint for a better coordinated military buildup—procuring and manufacturing weapons together rather than separately, country by country. It’s an ambitious plan, in line with other pending continent-wide reforms—deregulation and a single capital market—and like them, it promises increased efficiency and scale in pursuit of shared European goals. What’s unclear is whether the 27 EU members and their allies, including Britain, can put aside national interests for the common good. The stakes could hardly be higher, but the evidence is mixed.
Much has changed in Europe since Russia invaded Ukraine in 2022, with countries across the continent talking a much different game than four years ago. After decades of hoping for good relations with Moscow, most leaders now see their eastern neighbor as an aggressive, revanchist power, preparing potentially for a hot war and already menacing nearby nations with an array of gray-zone weapons—from disinformation and cyberattacks to sabotage of critical infrastructure. Uncertain if an increasingly fickle and isolationist U.S. will stand by them, many Europeans recognize they must prepare to face the enemy alone, and defense is now Topic A in political circles.
Many countries are actively preparing. National defense budgets have increased dramatically—from €218 billion in 2021 to a projected €392 billion in 2025. A generation of innovative startups is competing with seasoned contractors to develop cutting-edge weapons. The most concerned capitals are discussing mandatory conscription, and some have mounted national programs to teach civilian defense.
Still, for all this progress, many across the continent, concerned about the pace of change, wonder if Europe will succeed in translating its bold talk into action.