A Strategy for Transatlantic Renewal, Strategic
Diversification, and a Broader Five Eyes Partnership
Introduction: The Limits of Restoration
The next American president may inherit a foreign-policy
challenge that cannot be resolved simply by changing the tone of American
diplomacy. After years of political turbulence, disagreements over trade,
disputes about defense commitments, and growing uncertainty about the
reliability of American leadership, the relationships that once formed the
foundation of the Western alliance may have undergone changes that cannot
easily be reversed.
For much of the postwar era, American presidents could
assume that the basic architecture of Western cooperation would endure
regardless of temporary political disagreements. The United States and Western
Europe shared a common strategic outlook, supported by NATO, deep economic
integration, and a broad commitment to the institutions of the international
order. Individual governments might disagree over particular policies, but the
underlying alliance remained intact.
That assumption may no longer be sufficient. The political
transformation of Europe, including the rise of the National Rally in France
and Alternative for Germany (AfD), has introduced new uncertainties into the
future of European integration and transatlantic cooperation. At the same time,
the European Union has increasingly emphasized strategic autonomy, economic
sovereignty, and the development of independent defense and technological
capabilities. These developments reflect forces within European politics that
extend beyond any single American administration.
The next American president may therefore discover that the
Western alliance cannot simply be reconstructed in its previous form. Even if
Washington seeks reconciliation, European leaders may conclude that maintaining
greater political, economic, and strategic distance from the United States
better serves their long-term interests.
If that occurs, the United States should respect Europe's
decision rather than attempt to force a restoration of the old relationship.
American foreign policy must recognize that alliances are voluntary
arrangements among sovereign nations, not permanent obligations to preserve a
particular geopolitical configuration.
But respecting Europe's decision does not mean accepting a
diminished American role in the world. It means pursuing other opportunities
for international cooperation. One such opportunity lies in the Five Eyes
partnership among the United States, United Kingdom, Canada, Australia, and New
Zealand. Originally developed as an intelligence-sharing arrangement, Five Eyes
possesses the institutional foundations, historical relationships, and economic
complementarities that could support a much broader partnership.
The United States should therefore pursue a strategy of
transatlantic renewal first, strategic diversification if necessary. It should
offer Europe a genuine opportunity to rebuild and modernize the Western
alliance while preparing to deepen relationships elsewhere if European leaders
decline that opportunity. The objective should not be to abandon Europe or
replace one alliance with another. It should be to ensure that the future of
American international cooperation does not depend entirely upon the willingness
of any single group of countries to restore the relationships of the past.
I. The Western Alliance Cannot Be Rebuilt by Washington Alone
The Western alliance emerged from the extraordinary
geopolitical circumstances following the Second World War. Western Europe had
been devastated by war, its economies required reconstruction, and the Soviet
Union represented a formidable military and ideological challenge. The United
States possessed the economic strength, military capabilities, and political
influence necessary to help rebuild Europe and organize its collective defense.
The resulting transatlantic relationship was never entirely
symmetrical. American military power provided the ultimate security guarantee
for Western Europe, while American economic assistance, investment, and market
access helped support European recovery and prosperity. In return, the United
States gained strategic allies, forward military positions, and a more stable
international environment in which its economic and political influence could
flourish. This arrangement served both sides, even if the distribution of
responsibilities was unequal.
Over time, however, the circumstances that originally
justified the relationship changed. The Soviet Union collapsed. European
economies recovered and became wealthy, sophisticated industrial societies. The
European Union developed into a major economic and regulatory power. Meanwhile,
American strategic attention increasingly expanded beyond Europe toward Asia
and the Indo-Pacific.
The relationship evolved, but many of its institutional
assumptions remained rooted in the postwar period. Recent American political
developments have added another complication: uncertainty about the continuity
of American commitments. European governments must now consider not only the
policies of the sitting American president but also the possibility that those
policies could change dramatically following subsequent elections.
A future president may offer renewed commitments to European
security, trade, and cooperation, but European leaders may question whether
those commitments will survive another change of administration. Trust, once
weakened, cannot necessarily be restored through diplomatic assurances alone.
The next American president could make a sincere and
substantial effort to rebuild transatlantic relations and still encounter
European governments that prefer greater independence from Washington. This
possibility must be incorporated into American strategic planning. A durable
alliance requires willing participants on both sides. The United States can
offer cooperation, negotiate agreements, and demonstrate reliability, but it
cannot compel European governments to embrace a closer relationship. Nor should
it attempt to do so.
The sovereignty that underpins the Western democratic
tradition necessarily includes the right of European nations to determine their
own foreign-policy priorities. If those priorities lead toward greater
strategic distance from Washington, the United States must be prepared to
adapt.
II. Europe’s Changing Political Landscape
The challenge of rebuilding the Western alliance is
complicated by political developments within Europe itself. The rise of
nationalist, populist, and Euroskeptic movements has altered the political
environment in several major European countries.
In France, the National Rally has challenged traditional
assumptions about European integration, national sovereignty, immigration, and
the distribution of authority between Paris and Brussels. In Germany, the AfD
has challenged aspects of the country's established political consensus,
including policies concerning European integration and international
commitments.
These movements differ in their objectives, internal
composition, and foreign-policy positions. They should not be treated as
interchangeable, nor should their rise be assumed to produce any particular
electoral outcome. Nevertheless, their growing political significance
illustrates a broader reality: the European political landscape is becoming
more contested.
A future American administration may find itself negotiating
not with the familiar European political establishment of previous decades, but
with governments representing substantially different domestic coalitions and
strategic priorities.
At the same time, support for greater European autonomy
extends well beyond nationalist or populist movements. Many European leaders
who remain committed to NATO and transatlantic cooperation nevertheless believe
that Europe should develop stronger independent military capabilities, greater
technological sovereignty, and reduced dependence on external economic powers.
This position is not inherently hostile to the United
States. Indeed, a Europe capable of assuming greater responsibility for its own
defense could strengthen the transatlantic relationship by making it more
reciprocal. But strategic autonomy can take different forms. One version
envisions a stronger Europe cooperating with the United States as a more equal
partner. Another envisions Europe deliberately reducing its dependence on
Washington and developing a more independent position between major global powers.
These approaches could produce very different futures for
the Western alliance. The next American administration should not assume that
European strategic autonomy necessarily means transatlantic estrangement. It
should seek to determine whether European leaders want greater independence
within a renewed partnership or greater distance from the partnership itself.
That distinction should guide American diplomacy.
III. Restoration Should Be the First Offer, Not the Only Strategy
The United States has compelling reasons to seek renewed
cooperation with continental Europe. The European Union represents one of the
world's largest economic markets. European countries possess advanced
industrial capabilities, scientific institutions, substantial financial
resources, and significant diplomatic influence.
France and Germany remain especially important partners,
while the broader European community includes countries with essential
military, technological, and geographic capabilities. The United States and
Europe also share extensive commercial relationships, security interests, and
institutional connections developed over generations. Allowing those
relationships to deteriorate unnecessarily would impose costs on both sides.
Consequently, the next American president should begin by
offering a serious effort to renew and modernize the transatlantic partnership.
But this should not be an exercise in nostalgia. The objective should not be to
reconstruct the exact relationship that existed during the Cold War or the
decades immediately following it. The international environment has changed too
substantially for that to be either realistic or desirable.
Instead, Washington should propose a new arrangement built
around reciprocal responsibilities and shared interests. In security affairs,
this could involve modernizing NATO's collective-defense commitments,
strengthening European military capabilities, and reconsidering how alliance
obligations apply to threats beyond the traditional North Atlantic theater.
In economic affairs, it could involve reducing trade
barriers, improving regulatory cooperation, coordinating strategic investments,
and developing common approaches to emerging technologies. In diplomacy, it
could involve recognizing Europe's desire for a greater independent voice while
preserving the ability to coordinate on matters of common concern.
The central principle should be reciprocity. The United
States should no longer approach transatlantic relations primarily as a
security guarantee that America extends to Europe. It should seek a
relationship among capable partners that assume meaningful responsibilities for
one another's security and prosperity.
Such an offer would give European governments a genuine
opportunity to participate in constructing a modernized Western alliance. But
the United States should also recognize that the offer may not be accepted.
European leaders may decide that their political interests, economic
priorities, or visions of European sovereignty are better served by maintaining
greater distance from Washington.
If that is their conclusion, the United States should
respect it. There would be little strategic value in attempting indefinitely to
restore an alliance whose participants no longer share the same ambitions for
its future. Respecting such a decision would not require abandoning NATO
commitments, withdrawing from European security arrangements, or treating
Europe as an adversary. Existing treaty obligations would remain in force
unless changed through lawful procedures.
Rather, it would mean accepting that the scope for deeper
integration had reached a limit and redirecting some diplomatic attention
toward partners interested in pursuing more ambitious cooperation. The United
States should offer Europe a renewed partnership, but it should not make the
reconstruction of its international alliances dependent upon Europe's
acceptance of that offer.
IV. Five Eyes: From Intelligence Cooperation to Strategic Partnership
If European leaders decline a deeper transatlantic
partnership, the United States should examine opportunities to expand
cooperation among countries with which it already possesses substantial
institutional relationships. The Five Eyes partnership offers one such
possibility.
Comprising the United States, United Kingdom, Canada,
Australia, and New Zealand, Five Eyes originated in wartime and postwar
intelligence cooperation. Over subsequent decades, it developed into one of the
world's most enduring and closely integrated intelligence-sharing
relationships.
Its importance lies not merely in the exchange of
information but in the institutional trust required to sustain that exchange.
Intelligence cooperation involves some of the most sensitive activities
undertaken by governments. Countries participating in such arrangements must
develop extensive procedures for protecting classified information,
coordinating operations, and maintaining confidence in one another's
institutions.
The existence of these relationships does not guarantee
agreement on trade, immigration, industrial policy, or economic integration.
Those matters involve different political interests and constituencies.
Nevertheless, Five Eyes provides a foundation of familiarity and cooperation
that would be difficult to reproduce quickly among countries without comparable
histories.
The five countries also possess several characteristics that
could facilitate a broader partnership. They share English as a common working
language, broadly compatible legal traditions, established democratic
institutions, and extensive commercial and cultural connections. Their
geographic distribution provides a presence across North America, Europe, and
the Indo-Pacific. Their economies possess complementary strengths in finance,
technology, energy, agriculture, natural resources, research, and advanced manufacturing.
And critically, none belongs to the European Union. The
United Kingdom's departure from the EU has created additional flexibility for
negotiating independent economic arrangements, although its continued
commercial dependence on European markets means that any new partnership would
need to remain compatible with important existing relationships.
These characteristics create an opportunity to consider Five
Eyes as more than an intelligence-sharing framework. It could become the
foundation of a broader economic, technological, and strategic partnership
among countries already accustomed to cooperating on matters of national
importance.
V. The Economic Case for a Five Eyes Partnership
The economic potential of a broader Five Eyes arrangement
deserves particular attention. The five countries collectively possess a large,
wealthy consumer market, significant pools of investment capital, advanced
research institutions, and substantial natural resources. Their economic
strengths are also complementary rather than identical.
The United States possesses the largest economy within the
group, deep capital markets, leading technology companies, and extensive
industrial and scientific capabilities. Canada contributes substantial energy
resources, critical minerals, agricultural production, advanced manufacturing,
and geographic integration with the American economy.
Australia offers major mineral and energy resources,
sophisticated research institutions, and an important economic and strategic
position in the Indo-Pacific. The United Kingdom contributes financial
services, advanced research, professional services, aerospace, pharmaceuticals,
and internationally connected commercial institutions. New Zealand offers
agricultural expertise, specialized technology industries, renewable-energy
capabilities, and an established Pacific presence.
A deeper economic partnership could use these
complementarities to increase investment, reduce barriers, and strengthen
supply chains. One possibility would be a comprehensive Five Eyes economic
agreement that progressively reduces tariffs and unnecessary regulatory
barriers among participating countries. Another would be the creation of common
frameworks for recognizing professional qualifications, facilitating
investment, and encouraging scientific and technological collaboration.
The partnership could also coordinate strategic industrial
development. For example, critical minerals extracted in Australia or Canada
could be processed and incorporated into advanced manufacturing supply chains
across participating countries. Research institutions in Britain, Canada,
Australia, New Zealand, and the United States could collaborate on artificial
intelligence, quantum computing, biotechnology, and next-generation energy
systems.
Rather than requiring each country to develop every
strategic capability independently, the members could coordinate investment and
specialization. Such an approach could increase economic resilience without
abandoning the advantages of international trade.
However, an economic partnership should not be confused with
a fully integrated economic union. A customs union, common external tariff, or
unrestricted labor market would involve far greater political commitments and
could conflict with existing agreements. The more practical initial objective
would be a flexible economic community that reduces barriers where mutually
beneficial while preserving national control over sensitive policies.
Nor should the potential economic gains be exaggerated.
Existing trade agreements already provide substantial market access among
several Five Eyes members, and the United States and Canada are deeply
integrated through the United States-Mexico-Canada Agreement. The United
Kingdom, Australia, and New Zealand also participate in the Comprehensive and
Progressive Agreement for Trans-Pacific Partnership.
A new framework would therefore need to offer benefits
beyond simply duplicating arrangements that already exist. Its distinctive
contribution could lie in combining trade liberalization with investment
coordination, technological cooperation, industrial resilience, and strategic
economic security. That combination would make it more ambitious than an
ordinary free-trade agreement.
VI. The United Kingdom as a Potential Bridge
The United Kingdom would occupy a particularly important
position in any effort to expand Five Eyes. Britain is simultaneously a major
European economy, a NATO member, a permanent member of the United Nations
Security Council, a leading financial center, and one of America's closest
intelligence and defense partners.
Its departure from the European Union also gives it a
distinct institutional position. Unlike France or Germany, Britain can
negotiate its own trade agreements independently of the EU's common commercial
policy. This creates opportunities for the United States and United Kingdom to
pursue deeper bilateral economic cooperation that could eventually serve as a
model for broader Five Eyes integration.
A future American administration could begin by negotiating
expanded arrangements concerning financial services, technology, investment,
professional mobility, and strategic manufacturing. Successful agreements could
then provide a foundation for discussions with Canada, Australia, and New
Zealand.
Britain could also serve as a diplomatic bridge between an
emerging Five Eyes economic partnership and continental Europe. This role would
be especially important if European leaders preferred a more independent
relationship with Washington.
A stronger Five Eyes partnership need not require Britain to
weaken its European commercial relationships. Indeed, the arrangement would be
more attractive if it expanded Britain's international economic opportunities
rather than forcing a choice between competing blocs. The objective should be
to create additional channels of cooperation, not to construct artificial
barriers between countries that continue to share substantial interests.
VII. The Problem of American Reliability
Any proposal to expand Five Eyes must confront an obvious
difficulty. If European governments have become concerned about the reliability
of American commitments, why would Canada, Australia, New Zealand, or Britain
necessarily feel differently?
These countries have their own political systems, economic
interests, and strategic priorities. Their longstanding relationships with
Washington do not make them immune to concerns about abrupt changes in American
policy. Indeed, some may be especially sensitive to such changes because of
their substantial economic dependence on the United States.
The next American administration therefore could not assume
that its Five Eyes partners would automatically embrace deeper economic
integration. It would need to demonstrate that the proposed partnership offered
genuine reciprocal benefits and would not become an instrument for unilateral
American demands.
This is where institutional design becomes essential. The
United States should seek agreements that are durable across administrations,
supported by domestic political constituencies, and grounded in clearly defined
mutual obligations. Where appropriate, major trade commitments should receive
congressional approval rather than relying exclusively on executive
arrangements that future presidents could reverse.
A broader partnership could establish regular meetings among
heads of government, permanent economic and technological working groups,
transparent dispute-resolution mechanisms, and agreed procedures for reviewing
commitments.
These institutions would not eliminate political
disagreements. No treaty can guarantee that governments will maintain identical
policies indefinitely. But they could raise the political and economic costs of
arbitrary reversals and make cooperation more predictable.
The larger lesson is that American credibility cannot be
restored merely by choosing different partners. It must be rebuilt through the
way the United States conducts its relationships. A successful Five Eyes
economic partnership would therefore require a change in American diplomatic
practice as much as a change in institutional structure.
VIII. Avoiding the Creation of Rival Western Blocs
An expanded Five Eyes partnership could create
opportunities, but it could also introduce new risks. The most serious would be
the possibility that continental European governments interpret it as an
attempt to establish an Anglo-American economic bloc in opposition to the
European Union.
Such a development could deepen the very divisions the next
American president initially sought to repair. It could also create unnecessary
complications for countries such as Britain and Canada, whose prosperity
depends upon maintaining diverse international commercial relationships.
The United States should therefore distinguish between
diversification and exclusion. Diversification means developing additional
partnerships so that American foreign policy is not dependent upon any single
institutional relationship. Exclusion means constructing new partnerships
specifically to isolate countries that have declined closer cooperation.
The former can strengthen American diplomatic flexibility.
The latter could unnecessarily fragment the international order. An expanded
Five Eyes economic partnership should consequently remain compatible with
continued trade, investment, and diplomatic cooperation with Europe.
The United States should make clear that European
governments remain welcome partners in areas of shared interest, even if they
choose not to pursue deeper institutional integration with Washington. The same
principle should apply beyond Europe.
Japan, South Korea, and other important American partners
possess technological, industrial, and strategic capabilities that would be
valuable in many cooperative initiatives. They need not become members of Five
Eyes to participate in joint research, supply-chain development, investment
arrangements, or selected economic-security projects.
This suggests that the ultimate objective should not be the
creation of a closed Five Eyes bloc. It should be the development of a more
flexible international architecture in which different partnerships perform
different functions and cooperate where their interests overlap.
IX. Toward a Networked System of American Alliances
For much of the twentieth century, American foreign policy
organized international relationships around relatively distinct geographic and
institutional arrangements. NATO formed the foundation of collective defense in
Europe and the North Atlantic. Bilateral treaties and regional arrangements
supported American security commitments in Asia. International economic
institutions facilitated trade, finance, and investment.
These arrangements were products of their historical
circumstances. The twenty-first century presents a different set of challenges.
Economic production is organized through global supply chains. Technological
development increasingly influences national security. Cyber threats cross
borders almost instantaneously. Strategic competition extends across military,
financial, industrial, scientific, and informational domains.
Under these conditions, American alliances may benefit from
becoming more flexible and interconnected. NATO could remain the principal
collective-defense framework for the North Atlantic. The European Union could
remain a major economic and diplomatic partner, even if it chooses greater
strategic autonomy. Five Eyes could develop into a deeper economic,
technological, and intelligence partnership.
American relationships with Japan, South Korea, and other
Indo-Pacific countries could support regional security and advanced industrial
cooperation. Additional arrangements could connect these partnerships through
common technological standards, research initiatives, investment frameworks,
and supply-chain agreements.
Such a system would not require every country to participate
in every institution or accept every American strategic objective. Instead, it
would recognize that international cooperation can operate at different levels
among countries with overlapping but not identical interests.
This would also provide resilience against political change.
If one relationship became less cooperative, other partnerships could continue
functioning. If political conditions later improved, countries could expand
cooperation without requiring a comprehensive reconstruction of the entire
international system.
The United States would remain deeply engaged
internationally, but its relationships would no longer depend upon preserving
one particular conception of the Western alliance.
X. A Practical Strategy for the Next American Administration
A future American president pursuing this approach should
proceed deliberately. The first priority should be diplomatic engagement with
Europe. Washington should convene consultations with major European governments
and EU institutions to determine whether there is sufficient political
willingness to negotiate a modernized transatlantic partnership.
The American proposal should address defense reciprocity,
trade and investment, technological cooperation, and the institutional
durability of future commitments. European governments should be given a
genuine opportunity to shape the arrangement rather than merely accept an
American blueprint.
The second priority should be assessing the response. A
European preference for greater military self-sufficiency should not
automatically be interpreted as a rejection of closer relations. Indeed,
stronger European defense capabilities could complement American interests. The
relevant question would be whether European governments are willing to pursue
substantive reciprocal agreements that strengthen the broader partnership.
If they are, the United States should proceed with
transatlantic renewal. If they are not, Washington should acknowledge the
limits of the relationship without treating the outcome as a diplomatic defeat.
The third priority, if deeper transatlantic renewal proves
unattainable, should be an exploration of expanded Five Eyes cooperation. The
American president could convene a summit of the five governments to discuss
the feasibility of a broader economic and strategic framework.
Initial negotiations could focus on areas where mutual
benefits are comparatively clear: critical minerals, technological research,
defense-industrial cooperation, professional qualifications, and investment
barriers. More ambitious trade and mobility agreements could follow if the
initial arrangements demonstrate sufficient value.
Importantly, the Five Eyes partners should have an equal
opportunity to determine the direction of the initiative. The United States
would bring the largest economy and greatest military resources to the table,
but the partnership's legitimacy would depend upon treating its members as
sovereign participants rather than subordinate components of an American
strategy.
Finally, the administration should preserve channels for
renewed European cooperation. Political circumstances change. European
governments that initially prefer greater distance from Washington may later
reconsider. American domestic politics may also evolve.
A sound foreign policy should leave room for such
developments. The objective is not to replace one rigid alliance structure with
another. It is to construct an adaptable network of relationships capable of
responding to changing international circumstances.
Conclusion: Building the Future Rather Than Reconstructing the Past
The next American president may face a world in which the
traditional Western alliance remains important but no longer possesses the
political cohesion that characterized much of the postwar period.
The United States should not welcome unnecessary divisions
with Europe. The economic, diplomatic, and security relationships developed
across the Atlantic remain too valuable to discard casually. A serious effort
to restore and modernize those relationships should therefore be among the
first foreign-policy priorities of the next administration.
But the United States must also recognize the limits of its
influence. The Western alliance cannot be rebuilt through American
determination alone. It requires European governments that share the ambition
of constructing a renewed partnership.
If continental European leaders conclude that greater
distance from Washington better serves their national and collective interests,
the United States should respect that decision. It should neither attempt to
coerce Europe into closer alignment nor allow the absence of European
enthusiasm to prevent the development of other international relationships.
Instead, Washington should pursue new opportunities for
cooperation among willing partners. An expanded Five Eyes partnership offers
one possible avenue. By building upon longstanding intelligence cooperation and
extending it into trade, investment, technology, strategic industries, and
economic security, the United States, United Kingdom, Canada, Australia, and
New Zealand could explore a more ambitious institutional relationship.
Such a partnership would not replace NATO, eliminate the
importance of Europe, or resolve every uncertainty surrounding American foreign
policy. Nor would its success be automatic. It would require careful
negotiation, credible American commitments, and genuine agreement among the
participating countries.
But it would demonstrate that the United States possesses
options beyond attempting indefinitely to reconstruct the international
arrangements of an earlier era. The broader lesson extends beyond Five Eyes.
American foreign policy should not become so attached to the institutions of
the past that it loses the ability to construct institutions for the future.
After the Second World War, American leaders recognized that
the international system had fundamentally changed. Rather than attempting
simply to restore the prewar order, they helped create new arrangements suited
to the geopolitical realities of their time. The next generation of American
leaders may confront a different but related challenge.
The task will be to preserve the benefits of existing
alliances wherever possible while developing new forms of cooperation wherever
necessary. The United States should seek a renewed Western alliance, but it
should not assume that the Western alliance must forever take the form it
acquired during the twentieth century.
America should extend its hand to Europe, but it should not
stand still if Europe declines to take it. The future of American leadership
will depend not merely upon the ability to repair old relationships, but upon
the willingness to build new ones.
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