May 5, 2026No Comments

Euro-American Intel Sharing: Trump’s Second Term Threat

By Elena de Mitri - UK & European Affairs Team

Intelligence cooperation has always been fundamental for allied countries that share similar interests, values, and objectives in order to rationalise resources and expertise. Cooperation is particularly developed among transatlantic allies, including the US and many European countries. 

While it tends to be relatively stable, even in the face of disagreements with a partner’s actions and policies, concerns have recently been raised in many European countries regarding the current Trump administration and the stability of such cooperation, due to the fear that the US government could weaponise and politicise intelligence flows and information shared by the partners in order to achieve political objectives. Among confrontational behaviour by the US administration, European partners are learning how to deal with an increasingly risky relationship.

An increasingly shaky relationship?

Soon after the start of the second Trump presidency in January 2025, European intelligence agencies started voicing concerns about the risk of over-relying on US intelligence. Tariffs and frequent political quarrels haven’t helped either as disagreements with the current administration could endanger transatlantic relationships in an unprecedented way. Transatlantic relations have been under strain since then. The changing tide was particularly represented by the March 2025 suspension of intelligence sharing with Ukraine. Lasted only for a few days, the suspension was enacted to push Ukrainian President Volodymyr Zelenskyy to engage in diplomatic talks with Russia to reach a peace deal. However, such a move also sent a clear message to US allies: lack of cooperation towards US objectives could have grave consequences, including the weaponisation of intelligence. 

Other developments have strengthened this view. This year’s Annual Threat Assessment and its dismissal of transatlantic security cooperation, coupled with the unusual appointments of politically aligned individuals as directors of US intelligence agencies, usually reserved for established non-partisan practitioners, has marked a significant change in the country’s policy towards the war in Ukraine, as both moves were partially reflecting Russian positions on the conflict. More recently, the appointment of General Joshua Rudd, who previously served in the Indo-Pacific Command, as head of the National Security Agency, one of the main intelligence agencies in the US, strengthened this shift towards a stronger focus on China. Finally, purges of established US intelligence officers, due to their involvement in cases perceived as anti-Trump, might ultimately undermine established relations among practitioners from allied countries, as trust heavily relies on personal relationships. 

Intelligence cooperation has always been upheld through subsequent administrations. However, the instability and opaqueness brought about by the second Trump administration has left allies wondering whether they should become more self-sufficient. After the Signal scandal in March 2025, the denial of any wrongdoing by involved US officials and the grave breach of operations security rules left allied intelligence services wondering whether sharing sensitive information with US government officials remains feasible as its disclosure could compromise sources and operations. Perceptions of unreliability might threaten trust among national intelligence services, which is fundamental to maintaining the current high-level cooperation. As a consequence, many European intelligence agencies showed increased worries that the intelligence they were sharing with the US would either be leaked or, even worse, be shared to non-allied countries without their permission, thus breaking a long-established rule. Some of them, including the Dutch intelligence agencies, have scaled down intelligence sharing with the US due to concerns that the current administration may politicise intelligence and possibly share sensitive information with Russia, in line with the country’s repositioning along Russian narratives of the conflict in Ukraine. 


Finally, US increasingly assertive and coercive behaviour towards traditionally allied countries has made European intelligence services even more worried about sharing information with the US. As president Trump was publicly talking about annexing Canada, one of his closest advisers was pushing to remove Canada from the Five Eyes, the most important intelligence-sharing network in the world, in order to pressure the country into becoming the 51st state. While this remained a suggestion, it was reported that US government officials were actively discussing it. On the other hand, after the US government declared its intention to take control of Greenland, which is part of the Danish Kingdom, due to security concerns in the Arctic, the Danish Defence Intelligence Services categorised the US as a threat to the country, amid alleged demands from the US government to gather intelligence on Greenland.

The importance of transatlantic intelligence cooperation

Intelligence cooperation has long been fundamental to achieve security objectives, especially as the nature of the current threats has become increasingly transnational. Intelligence agencies face numerous, complex threats and resources are usually too scarce to effectively deal with threats by themselves. As a consequence, cooperation among intelligence agencies of countries with similar objectives and values has greatly increased since the Cold War, in order to combine resources and fill expertise gaps. This is especially important nowadays, as current threats are increasingly ambiguous, murky and well-concealed. Cooperation is quite consistent in areas such as terrorism and transnational crime, in which reaching shared goals is relatively easier. 

Continued cooperation relies on and reinforces a shared worldview and perception of current threats. It is no surprise then that US and European intelligence agencies have developed a strong relationship in this field. The US has currently various levels of partnerships with European countries, dating back to the Second World War. While some countries are considered privileged partners, other are "less important" so information sharing with them is more limited. However, they remain critical partners for the US due to their easier access and specific expertise, including linguistic expertise. Moreover, multilateral forms of cooperation with other European partners happen in the context of specific alliances, such as NATO, or informal organizations. 

Even when transatlantic allies were involved in disputes and fights about each others’ foreign policy and trade policies, intelligence sharing was upheld. As a matter of fact, when European countries disagreed with US military actions during the War on Terror, they would still provide important intelligence to help the US government achieve its objectives. This continued cooperation has highlighted how strong relations and shared interests, including especially the fight against terrorism, allowed intelligence agencies to overcome political disagreements. However, the behaviour of the current US administration has been threatening these relationships in an unprecedented way. This has brought European countries to discuss the possibility of reducing their cooperation with the US, in order to protect their national interests.

Prospects for a more independent Europe

Replacing the US intelligence contribution is not an easy task. While European countries have advanced tools and capabilities, they lack the scale and coordination role that the US possesses. Such scale allows US intelligence agencies to provide more timely and higher quality assessments, as they can benefit from the use of big data techniques and artificial intelligence. As a consequence, if the US was to stop or greatly limit intelligence sharing, European countries, along with Ukraine, would have to rely on a lower quantity and quality of information. Indeed, replacing US capabilities would require long term investments in human capabilities and advanced tools. 

President Donald Trump poses for a family photo with President Volodymyr Zelenskyy of Ukraine and European leaders before their multilateral meeting, Monday, August 18, 2025, in the Cross Hall on the State Floor of the White House. (Official White House Photo by Andrea Hanks)

However, it is not an impossible task. In January 2026, it was reported that France was providing a growing amount of technical intelligence to Ukraine, likely referring primarily to satellite imagery. Such intelligence was previously mostly provided by the US, but the March 2025 suspension of intelligence sharing and the subsequent pause in some weapon shipments to Ukraine prompted European countries to take a more prominent role. While intelligence sharing was quickly restored, this suspension amplified already existing worries about the politicisation of intelligence by the US government. Amongst calls to replace resources and capabilities offered by the US and work towards European independence in the security sector, progress tends to be quite slow. A key factor in this struggle is the size and structure of actors in the field. No actor, including the European Union, possesses the same financial resources and in-house capabilities as the US, the latter requiring a long time to be developed. 

At the same time, the Trump administration is also seeking to reduce its involvement in the continent and has openly taken a more hostile approach to its European allies. As a consequence, European intelligence services are expanding cooperation among them, with important steps taken at the EU level. As prominent officials from European intelligence agencies have started giving more importance to EU-wide agencies and the number of intelligence officials embedded in representation offices in Brussels has grown, internal pushes to develop autonomous capabilities have been growing, although emphasising the importance of maintaining cooperation with the US. Some are instead calling for the creation of an intelligence cooperation agency dedicated to the European Union to make better use of intelligence provided by member states. However, such an agency would have to overcome numerous challenges, including the voluntary nature of intelligence sharing in the European block, which leaves critical information in the hands of member states that have repeatedly been wary of sharing too much. Moreover, some European countries are widely considered untrustworthy due to their ties to third party countries such as Russia and China. As a consequence, cooperation will likely include a limited group of countries that share generally stronger ties, including in security. This is already happening inside NATO, as more and more intelligence is now being shared on a smaller scale rather than with all the member states. Bilaterally, cooperation among key countries, including the UK, France and Germany, has already been strengthened in order to deal with the instability caused by the current US administration. This strengthened cooperation will likely mark an important, and possibly permanent, shift from the critical role that the US attained until now.

Conclusion

Relations among European and US intelligence services have been described recently as generally good, as high ranking officers of European intelligence services have stressed the importance to keep up cooperation with the US. However, evolving and multifaceted tensions between the two sides of the Atlantic Ocean are increasingly affecting transatlantic relations, especially in regard to security. The shift towards the Russian narrative of the conflict in Ukraine and frequent disagreements between European countries and the US have positioned the latter as a riskier alliance for European countries. Such repositioning might impact intelligence sharing, which is considered fundamental in many fields. While some countries are reconsidering their intelligence ties to the US, others have already started scaling down sharing, especially in areas of particular concerns. European intelligence officials have openly stated that cooperation in this field hasn’t stopped and that the US remains an ally, as US intelligence agencies are trying to ease European worries. However, further transatlantic tensions might have an unprecedented impact on security relations.

February 26, 2025No Comments

EU’s bottlenecks and opportunities for further defence integration

by Eline Stensen Gulliksen - UK & European Desk

Introduction

Increased geopolitical tensions caused by a war on the European continent and the re-election of Donald Trump, a NATO sceptic, as president of the United States have brought the question of the EU's military capabilities back to the agenda. America has been a well-recognised backbone of European security through NATO; however, recent discussions concerning the need for a “stronger Europe” with more capabilities have arisen. The Common Security and Defence Policy (CSDP) is the umbrella that covers EU defence matters, and the European Defence Agency (EDA) is a body under the CSDP aiming to improve the defence capabilities of the EU by coordinating efforts with member states. This blog article will examine some structural bottlenecks that the EU needs to face on their way to the strategic autonomy it has longed for.

Challenges and opportunities for further EU defence cooperation.

The EDA's work coordinating efforts between member states has numerous positive effects for member states and the EU. Firstly, this joint procurement will make spending more effective and, hence, more targeted, enabling member states to spend better. This can further lead to more specialised military equipment and innovation. Initiatives the EDA has launched, such as permanent structured cooperation (PESCO) and the new project on hybrid drive trains for military vehicles launched on December 11th 2024, show a positive trend towards cooperation on EDA projects with positive outcomes.

The EDA assists member states' militaries in collaborating effectively, maintaining “open doors” for cooperation among two or more states. This can help prevent the emergence of different systems that create bottlenecks for efficient collaboration in areas such as information sharing and the ability to manage one another's weapon systems when it is necessary to coordinate actions, either through CSDP or NATO missions where EU states are to take the lead. Although efforts and initiatives through the EDA, such as PESCO, have been launched to help EU member states coordinate efforts more effectively to increase the capabilities of the CSDP, some structural bottlenecks need to be addressed. Integrating defence projects and industries can be tricky due to the intergovernmental nature of the CSDP in the EDA. Projects depend on member states’ initiatives and willingness to cooperate on these matters, as defence and military are core interests to sovereign states due to the anarchic nature of the international system. States may be cautious about further integrating within these areas because of security implications.

Building on the above, the diverging national interests of member states based on various aspects such as geography, resources, threat perception and strategic culture create differences among states' willingness to enter EDA projects. Another aspect that needs to be considered is the EU’s reliance on the United States. As long as many EU states see the US as a security guarantor, it does not incentivise member states to increase the military capabilities of the EU. However, with Donald Trump's recent election as President of the United States, the EU should re-evaluate this idea and strive for more autonomy, especially after the Munich security conference where tensions with the US developed further, and now, as discussions arise about negotiating a peace deal between Russia and Ukraine, and the EU does not have a seat at the table.

The EDA has numerous opportunities if member states align and integrate properly and effectively through joint projects. The EU has a strong political will, and increasing its capabilities through the EDA will make it a more credible actor in the international system and make it more autonomous in its neighbourhood, which is precisely what the EU needs in these critical times. With a more “capable” CSDP through EDA projects, the EU could finally get the strategic autonomy it has longed for and cut reliance on the US as a security guarantor while balancing them, which would reverse the security implications of the US threatening to leave NATO. Improving the EU´s crisis response could be a massive opportunity for the EU, further building on the credibility of the EU in the international system. Looking at when EU states, France and the UK (the UK left the EU in 2020) were to take the lead in the 2011 NATO-led operation in Libya, it clearly showed the weaknesses of the EU to act autonomously in its neighbourhood due to a divergence in systems and a lack of capabilities. If EU member states coordinate efforts through EDA initiatives, this could provide great opportunities for the EU’s actorness.

Flag of Ukraine in liberated Kherson - rawpixels.com

Potential threats that successful EDA cooperations could face include friction with NATO. Further defence integration between EU states and increasing the capabilities of the EU could be seen as undermining NATO, which could further affect the EU’s relationship with the US. Therefore, the EU needs to have close dialogues with the US as they are improving its capabilities. Divergence in member states' economies in the EU could lead to budgetary constraints and inequitable burden-sharing between member states. This could create fragmentation between EU member states since the EDA projects are “volunteer” and create inefficiency and potential new problems for the EU to face internally. 

Conclusion

Concluding this blog article, a recommendation is for the EU to cooperate closely with NATO, especially the US, through the processes of EDA projects. Keeping NATO and the US in the loop could prevent friction with crucial powers and security guarantors on Europe´s way to gaining more autonomy. As mentioned earlier in this article, a structural bottleneck for successful projects is the intergovernmental nature of the CSDP and the EDA. A recommendation is, therefore, to make more projects mandatory for all EU member states and have a set percentage of GDP that each country should contribute to prevent friction over burden-sharing internally.

December 22, 2021No Comments

AUKUS and its Consequences for the EU: Strategic Autonomy and the Future of Transatlantic Relations

By: Eleonora Shehu and Alessandro Spada.

Image Source: https://www.asianews.it/notizie-it/Aukus,-le-paure-delle-isole-del-Pacifico-54123.html

On 15th September 2021, a trilateral security agreement, AUKUS, was announced by the United States, United Kingdom, and Australia, as part of a broader US foreign policy effort in the Indo-Pacific. Although not explicitly specified in the text, the agreement seems to be directed as a wider strategy to counter China’s growing influence in the region. Despite AUKUS being a standard security agreement and apparently harmless for the EU, it has caused the biggest diplomatic crisis in transatlantic relations since the Iraq War in 2003, as it came as a surprise package to the European Union and France in particular. As written in the text, AUKUS will contribute to build eight nuclear-powered submarines in Australia and “will focus specifically on deepening integration in defense-related science, technology, industrial bases and supply chains, with particular emphasis on cyber capabilities, artificial intelligence, quantum technologies and new undersea capabilities”. 

This partnership however, unleashed the anger of Emmanuel Macron, who called AUKUS a betrayal vis-à-vis Paris and the EU as a whole, describing it as a “stab in the back” from Australia and a “brutal and unilateral decision” from Washington by the French foreign minister, Jean-Yves Le Drian. As a sign of protest against the signing of this agreement, on the 17th September President Macron immediately recalled his ambassadors to the U.S and Australia.

The reasons for France's discontent are numerous. The first one is that Australia unexpectedly scrapped France from a A$90bn (£48bn) submarine contract, signed with the contractor Naval Group in 2016, to purchase 12 conventional attack submarines and to replace its old six conventionally powered Collins-class submarines. Moreover, Paris was not informed by Canberra beforehand and found out about the agreement together with the rest of the world, showing a serious breach of trust between the two countries. Last, but not least, this agreement also had an unfortunate timing: AUKUS was announced to the public the same day the EU published its own strategy for the Indo-Pacific, putting the EU in a disadvantageous position compared to the other Western powers and reviving the discussions on the EU’s strategic autonomy. 

In fact, “strategic autonomy” has been taking increasingly more space in the EU discourse since the almost back-to-back events of Afghanistan first and the creation of AUKUS next. Strategic autonomy for the EU means the ability of the union to achieve its foreign policy objectives cooperating with its allies when possible, but also acting alone when it is necessary. This was made also clear in the 2021 State of the Union annual speech by the European Commission President Von der Leyen, in which she emphasized the importance of the creation of the long-overdue European Defense Union, because, as she argued, “there will be missions where NATO or the UN will not be present, but where the E.U should be” because “Europe knows better than anyone that if you don’t deal in time with the crisis abroad, the crisis comes to you”. 

Even though the submarine contract between France and Australia was a bilateral issue only with no other EU member state being affected, the AUKUS deal resulted in a serious breach of trust with deep consequences not only for France but for the EU in general: this agreement raises, first of all, serious doubts within the EU about Biden’s administration pledge to multilateralism, demonstrating de facto that this administration is still acting unilaterally, continuing to carry on what is becoming an American trait. Secondly, and most importantly, this strategic agreement relegates the EU to a secondary player position with no real say in decisions concerning the Indo-Pacific, highly contradicting what was written in Biden’s administration Interim National Security Strategic Guidance, in which it is clearly stated that in order to deal with an increasingly assertive China, the US pledged to restore and further strengthen its alliances both in Europe and in the Indo-Pacific region

With that being said, both the events of Afghanistan and AUKUS have forced EU officials to seriously think about a common European defense strategy, which will come to a head with the definition of a Strategic Compass intended for adoption in March 2022. A newly found strength behind the implementation is likely to come as France will hold the EU’s rotating Presidency for the first half of 2022. France has not only been the most affected by the agreement but it has also been a strong advocate of a European defense strategy especially in the Indo-Pacific, where almost 2 million French citizens live, thus making France the biggest European player in the region

In conclusion, this diplomatic incident entails serious consequences for transatlantic relations: although a European strategic autonomy never entailed a separation from the US, it is also increasingly widespread a feeling in Europe that something is broken in our trans-Atlantic relations", says Thierry Breton, Internal Market Commissioner, who is proposing for a "pause" and a "reset" between the EU and the US.