The Long Council

Should European countries develop independent defence capabilities as a backup to US security guarantees?

Policy brief · 21 May 2026 · Helmut Schmidt, Charles de Gaulle, Margaret Thatcher, Konrad Adenauer, Sun Tzu
Verdict

Europe must build independent defence capabilities while strengthening, not replacing, NATO structures.

Schmidt and Adenauer see capabilities as alliance insurance against American political shifts. De Gaulle demands sovereignty through autonomous defence capacity regardless of alliance costs. Thatcher warns that European divisions make pure autonomy impossible. Sun Tzu notes that dependence on any single protector creates vulnerability.

The council agrees Europe needs enhanced capabilities but splits on institutional design.


Confidence summary: Strong consensus that Europe needs enhanced defence capabilities, but deep division on whether to build within or alongside NATO structures.

1. The core argument

When Helmut Schmidt told the Bundestag in 1973 that energy dependence was a sovereignty question, he grasped what today's European leaders still struggle to admit: strategic dependence creates political vulnerability. The question is not whether Europe needs independent defence capabilities — American domestic politics and Chinese strategic pressure have settled that debate. The question is whether those capabilities emerge as alliance insurance or sovereign necessity.

Two competing visions shape this choice. Schmidt and Adenauer see enhanced European defence as burden-sharing that strengthens NATO by demonstrating European commitment. De Gaulle sees it as overdue recognition that no nation can permanently delegate survival to another. Thatcher warns that European divisions make pure autonomy impossible. Sun Tzu observes that wise allies prepare for shifting hegemon priorities without forcing dramatic choices. Each perspective contains strategic truth, but only one can guide policy design.

The institutional framework matters more than capability levels. European defence built within NATO structures signals alliance commitment. European defence built alongside NATO signals strategic independence. That choice determines whether enhanced capabilities strengthen or fragment Western security architecture.

2. How each member frames it

Helmut Schmidt sees capabilities as insurance against American political shifts, not declarations of independence from alliance structures. The dual-track missile decision proved that credible deterrence requires European political will backed by genuine military capacity.

Charles de Gaulle reframes this as delayed recognition that sovereignty and dependence are incompatible. France's nuclear deterrent exists because American guarantees cannot substitute for French strategic autonomy when survival is at stake.

Margaret Thatcher emphasises that independent capabilities must complement rather than compete with Atlantic structures. The Falklands required British capability within American intelligence and logistical support — pure autonomy is strategic isolation.

Konrad Adenauer focuses on institutional integration that makes European strength Atlantic strength. The failed European Defence Community was premature, not wrong — today's challenge is building common capabilities through alliance structures.

Sun Tzu warns against dependence on any single protector while avoiding provocative signals that force hegemons to choose between alliance and empire.

3. Where the council agrees

The most surprising consensus emerges on American reliability: even alliance defenders acknowledge that American commitment cannot be assumed indefinitely. Schmidt's insurance metaphor and Thatcher's alliance loyalty both accept that European defence capabilities are necessary, not optional. This represents a fundamental shift from Cold War assumptions about permanent American strategic engagement.

European strategic autonomy is inevitable, whether pursued deliberately or achieved by default. De Gaulle's sovereignty argument and Sun Tzu's strategic flexibility doctrine converge on this point: states that cannot defend themselves have no meaningful foreign policy options. Even Adenauer's institutional approach accepts that European defence integration is necessary for meaningful sovereignty.

The council agrees that building capabilities quietly while avoiding dramatic declarations serves European interests better than forcing stark choices between alliance and autonomy. This tactical consensus bridges deeper strategic disagreements about institutional design.

The real obstacle is European political fragmentation, not American strategic withdrawal. Thatcher's warning about fiscal policy disagreements predicting defence policy failures resonates across the debate — European defence capabilities require European political integration that current institutions cannot deliver.

4. What would change this verdict

A major crisis requiring immediate European military response without American participation would vindicate de Gaulle's sovereignty position over Schmidt's insurance approach. Conversely, successful European defence integration within NATO frameworks during routine operations would validate institutional approaches over autonomous development.