
The Russian war against Ukraine, already entering its third year of full-scale engagement, is now poised at a decisive inflection point as American military assistance—long the principal pillar underpinning Ukraine’s battlefield resilience—is on the verge of cessation. Unless the administration of President Donald Trump reverses its trajectory, U.S. support for Ukraine’s military effort will collapse. This prospective abandonment of America’s strategic role in deterring Russian imperial aggression raises profound questions for Europe’s political leadership, military posture, economic willpower, and long-term security architecture.
In the final months of his presidency, Joe Biden undertook significant measures to fortify Ukraine’s defensive capacities. Recognizing the looming uncertainty that a change of U.S. leadership might bring, Biden’s administration authorized the rapid transfer of war-critical matériel to Ukraine. In the closing weeks of 2024, the Department of Defense orchestrated a surge of military assets to Kyiv, including hundreds of thousands of artillery rounds, thousands of precision-guided and unguided rockets, and hundreds of armored fighting vehicles. The final security package, valued at $1.25 billion and approved in December 2024, temporarily sustained Ukraine’s operational tempo and bought Kyiv precious time. However, despite the significant volume of those deliveries, they were not designed to last indefinitely. They were a buffer, not a guarantee of continuity.
The exhaustion of this last tranche of aid is now imminent. While the Pentagon retains several billion dollars in drawdown authority—which allows for the rapid transfer of existing U.S. military equipment to foreign allies—Trump has not, since assuming office, authorized the release of any further aid to Ukraine. Even if the Trump administration were to belatedly activate this drawdown authority, it would merely prolong support for a short time. Substantial, ongoing assistance can only be ensured through congressional appropriations. With both chambers of the U.S. Congress and the presidency under Republican control, and with Trump himself unambiguously opposed to further military engagement in Ukraine, such legislative support remains unattainable. Thus, the curtain is drawing shut on a foundational era of U.S. security assistance for Ukraine.
Vladimir Putin is acutely aware of this shifting strategic landscape. His regime has effectively weaponized time, seeking to stretch out negotiations and prolong military pressure in anticipation of an American drawdown. Over the weekend, immediately following a meeting with U.S. representative Steve Witkoff, Russian forces launched a ballistic missile strike on the city of Sumy, killing scores of civilians in a deliberately provocative escalation. Putin has made no secret of his intention to “finish them off,” calculating that the Ukrainian military, deprived of U.S. materiel and left reliant on Europe’s fragmented and hesitant support, may eventually collapse under relentless pressure. Even if Russia fails to make meaningful territorial gains, Putin appears willing to grind down Ukrainian resistance until desperation forces concessions. Simultaneously, he continues to welcome material support from authoritarian allies, with Iran, North Korea, and China all either sustaining or intensifying their strategic assistance to Moscow. This trilateral autocratic bloc presents an increasingly unified front against Western interests, further complicating the security environment.
Nevertheless, Ukraine continues to exact extraordinary costs on the Russian military. Ukrainian defensive ingenuity—manifest in advanced drone warfare, electronic warfare systems, and adaptive trench strategies—has kept Russian advances to a minimum in recent months. Russian casualties remain staggering, while Moscow’s financial vulnerabilities are exacerbated by falling global oil prices. But these advantages are tenuous and insufficient without sustained external support. Despite Ukrainian valor, warfighting without adequate artillery, air defense, and armor cannot be maintained indefinitely. Yet the Trump administration, rather than maximizing leverage through pressure and assistance, has refused to send further military aid, has relaxed sanctions enforcement against Russian interests, and has instead pressured the Zelenskyy government to consider unilateral concessions. Trump’s diplomatic strategy reflects a dangerous combination of ideological realignment and geopolitical myopia, treating Ukraine’s survival as expendable in service of broader rapprochement with Moscow.
With U.S. support retreating, European leadership must now answer a defining question of the 21st century: can a unified Europe credibly defend democratic sovereignty on the continent without American power at its side? Recent European steps suggest nascent resolve. Discussions around a “postwar reassurance force” are underway, with some governments beginning to mobilize toward increased defense budgets. But these are largely future-oriented measures. The crisis is immediate. Ukraine’s requirements are measured in weeks, not years. Without rapid and comprehensive policy shifts, the present moment could mark the beginning of a decisive strategic collapse in Ukraine.
There are four essential dimensions through which European nations must act with urgency and coherence. European governments must reassess their threshold for risk and act accordingly by transferring a larger share of their own military stockpiles to Ukraine. Europe still retains considerable inventories of heavy artillery, rocket systems, and advanced air defense platforms. These capabilities are sitting dormant in warehouses while Ukraine fights for its sovereignty. The preservation of these arsenals in peacetime, at the expense of an active democratic ally in wartime, is a strategic miscalculation. Immediate donations, even at the cost of temporarily weakening national reserves, are warranted given the existential nature of the threat.
Europe must also rapidly invest in Ukraine’s own defense-industrial base, which has proven itself capable of remarkable innovation under fire. Ukrainian firms are now producing next-generation drones, domestic munitions, and mobile air defense systems. These capabilities—while not yet sufficient to meet all of Ukraine’s needs—have already begun to reduce dependency on external arms flows. Financing this indigenous defense sector now would enable Ukraine to produce large volumes of affordable, battlefield-effective systems at scale. Moreover, these investments would have long-term dividends: a postwar Ukraine that can defend itself will require less foreign assistance.
The United Kingdom and France, as Europe’s most forward-leaning military powers, should spearhead a diplomatic initiative to secure continued U.S. production-line access to air defense munitions. Under Biden, the U.S. had prioritized Ukraine in the allocation of AMRAAM and Patriot missiles. Europe should propose a continuation of this policy, offering to purchase such munitions for Ukraine directly, with European governments bearing the financial burden. This would circumvent the need for U.S. budgetary approval while preserving the vital flow of air defense systems from the U.S. industrial base. The Department of Defense could prioritize these orders for Ukraine, ensuring that European purchases translate into timely battlefield utility. Even if the Trump administration refuses, the diplomatic cost is negligible; if it agrees, the impact could be decisive.
The question of financing looms large. While European treasuries could shoulder the burden in the short term, a more sustainable solution lies in the approximately $300 billion of frozen Russian sovereign assets currently immobilized in European financial institutions. These funds, seized following the 2022 invasion, represent an unprecedented war chest for a just cause. Deploying them would serve both moral justice and strategic necessity. Those assets could underwrite Ukrainian defense production, fund weapons procurement from global suppliers, and stabilize Ukraine’s economy through sustained investment. While some policymakers have expressed concern over the legal and financial ramifications of such a seizure, many experts argue that carefully crafted legal frameworks—alongside multilateral coordination—can manage these risks effectively. Failure to act now, by contrast, would cede the initiative to authoritarian powers and broadcast Western weakness.
The trajectory of the war is thus clear: Putin has no intention of halting his campaign, and the United States, under Trump’s stewardship, is actively withdrawing from its central role in opposing him. The consequences of this abdication will be historic. If Europe fails to rise to the occasion, Ukraine may be overwhelmed—and the geopolitical architecture of the continent may be shattered in the process. The necessary tools exist: material stockpiles, financial resources, and political legitimacy. The decisive question is whether European leaders will summon the will to use them. This is not only about Ukraine’s survival, but the preservation of Europe’s postwar order and the integrity of democratic resistance to imperial revanchism.
As of April 2025, the trajectory of the Russia-Ukraine conflict has reached this pivotal juncture marked by the impending cessation of United States military aid to Ukraine. This development stems from the Trump administration’s decision to halt further military assistance, a stark departure from the previous administration’s robust support. The $1.25 billion security assistance package approved by Joe Biden in December 2024 facilitated the delivery of critical munitions, including hundreds of thousands of artillery rounds, thousands of rockets, and hundreds of armored vehicles. However, in the months since Trump assumed office, no additional packages have been approved, and the existing funds are nearing depletion. Even if the remaining drawdown authority were deployed, it would not sustain long-term support without further congressional appropriations, which are improbable given the current political landscape.
This looming vacuum in U.S. support has emboldened Putin, who is leveraging the anticipated decline in American security guarantees to intensify military operations. A recent ballistic missile attack on Sumy that caused grievous civilian casualties underscores Russia’s continued aggression. Putin’s plan appears to revolve around prolonging the conflict until Ukraine’s military strength ebbs in the absence of fresh Western assistance. Although Russia faces considerable challenges, including Ukrainian battlefield successes and economic strains exacerbated by depressed oil revenues, the Kremlin is content to wage a protracted campaign. Grigory Karasin, a senior Russian negotiator, has publicly indicated that ceasefire talks will move at a glacial pace, hinting at Moscow’s calculated approach.
European nations, confronted by a waning U.S. role, have taken on more responsibility. The United Kingdom has disbursed £752 million (approximately $990 million) within a broader £2.26 billion war loan to Ukraine, earmarked for air defenses and artillery. This funding is part of an expansive $50 billion international loan program backed by frozen Russian assets, while the UK has further committed £4.5 billion in 2025 to provide arms, equipment, radar systems, anti-tank mines, and drones. Belgium has pledged a new €1 billion aid package for next year that encompasses the delivery of F-16 fighter aircraft. At the same time, the European Union has reaffirmed its unwavering support, contributing €5 billion as part of an €18.1 billion commitment under the G7-led Extraordinary Revenue Acceleration loans initiative.
European leaders are also crafting innovative mechanisms to finance and extend support for Ukraine’s war effort. One proposal involves permanently seizing about $300 billion in Russian sovereign assets currently frozen in European jurisdictions. These assets could be funneled into Ukraine’s defense industry, finance arms purchases, and stabilize the Ukrainian economy, thereby reducing Kyiv’s reliance on the United States. Many legal and policy experts argue that carefully tailored frameworks can limit any potential drawbacks to European financial markets and still uphold established international norms.
Europe is investing in Ukraine’s domestic defense industry, which has exhibited an extraordinary capacity for innovation under wartime constraints. In 2024, Ukrainian manufacturers achieved a record output of artillery systems, while the country’s defense conglomerate Ukroboronprom emerged on the list of the world’s top 50 defense firms. Collaborative ventures with NATO and European defense companies are expanding Ukraine’s production capabilities in drone technology, munitions, and air defense systems. By strengthening its indigenous industrial base, Ukraine may soon become less dependent on external weapons flows and better positioned to withstand Russian offensives.
European governments are simultaneously exploring the formation of a “coalition of the willing” that would provide security guarantees for Ukraine if a peace settlement emerges. More than thirty countries, led by the UK and France, are coordinating efforts to furnish Ukraine with long-term assurance, including plans for troop deployments should a ceasefire or agreement be reached. Such a coalition aims to reinforce Europe’s readiness for peace enforcement and deter renewed Russian aggression. Defense planners are determining the coalition’s operational scope, command structures, and lines of coordination.
In the face of the approaching end to U.S. military aid, Europe is filling the strategic gap by stepping up financial commitments, reinforcing Ukraine’s defense capacities, and organizing a multinational framework to deter Russian expansionism. These efforts, though still in progress, have become indispensable for preserving Ukraine’s frontline capabilities and for safeguarding the broader security architecture of the region. The stakes are immeasurably high. A Ukrainian collapse would mean more than a triumph for Putin; it would reshape the geopolitical contours of Europe in ways not seen for decades. Through sustained effort, collective will, and strategic foresight, Europeans can guide Ukraine through this critical hour and help preserve the democratic order in which they have invested so heavily.
Leave a comment