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Sunday, 7 December 2025

A Fracture in the Foundations: The End of Bipolarity and the Crisis of the Post-War Global Order

 

Abstract

This paper examines the accelerating fragmentation of the post-World War II liberal international order, arguing that its rupture was paradoxically catalyzed by its greatest perceived triumph: the dissolution of the Soviet Union in 1991. Drawing on recent developments through December 2025, including the expansion of BRICS+, intensifying debates over perceived double standards in international law application, and growing calls for UN Security Council reform, this analysis demonstrates how the removal of ideological competition unleashed forces that undermined the very foundations of multilateral cooperation. The paper proposes that the path forward lies not in restoring unipolarity but in embracing a pragmatic, pluralistic meta-regime framework increasingly embodied by non-Western coalitions. Recent evidence from the 2025 BRICS Summit in Rio de Janeiro and ongoing UN reform negotiations illuminates both the challenges and opportunities for reconstructing global governance on more equitable foundations.


I. Introduction: The Erosion of the Liberal International Order

The global order established in the aftermath of the Second World War—commonly referred to as the Liberal International Order (LIO)—rested on several interlocking pillars: multilateral governance, collective security through U.S.-anchored alliances, the institutionalization of free trade, and a normative project centered on the diffusion of democracy and human rights. This framework was not merely a constellation of institutions; it represented a profoundly asymmetrical hierarchy, stabilized for nearly half a century by the bipolar structure of the Cold War and the perceived legitimacy of U.S. leadership within the Western bloc. NATO, the Bretton Woods institutions, the United Nations, and the broader web of Western-aligned regimes formed the architecture through which global political and economic life became organized, regulated, and, for many states, constrained.

This paper advances the argument that the rupture of this post-war order was not the product of slow structural decay alone but was ironically precipitated and fundamentally reshaped by its greatest symbolic victory: the dissolution of the Soviet Union in December 1991. The long-celebrated “end” of the Cold War did not consolidate the stability of liberal hegemony; instead, it produced an unbalanced strategic environment marked by the erosion of constraints, the intensification of neoliberal globalization, and the re-emergence of revisionist and post-colonial grievances. The central thesis proposed here is that the Soviet Union—despite its ideological rigidity, inefficient command economy, and repressive political machinery—performed a paradoxically stabilizing function by acting as a systemic counterweight. It compelled the Western bloc to sustain a competitive commitment to social welfare, economic fairness, and ideological pluralism both domestically and internationally. In the absence of this counterbalance, the contradictions inherent in liberal hegemony were laid bare.

The erosion of the LIO is therefore not merely the result of geopolitical shifts but also of a deeper crisis of legitimacy. As former Macedonian Foreign Minister and UN General Assembly President Srgjan Kerim observed during the 2024 Doha Forum, “We are facing a far more fundamental question than how to improve global governance: whether we still believe in the very idea of shared governance at all.” His warning reflects a concern voiced by numerous diplomats and scholars: the crisis is no longer merely institutional but philosophical, rooted in a growing disillusionment with the modernist promise of universal liberalism.

By December 2025, a consensus had emerged in much of the academic and policy literature that the LIO is not merely weakening—it is disintegrating into a fragmented, pluralistic, and increasingly antagonistic system of competing political-economic models. This  essay explores why, tracing the decline to three mutually reinforcing processes: the paradoxical consequences of the West’s Cold War victory, the internal contradictions of globalization and neoliberalism, and the resurgence of geopolitics expressed through military, economic, and informational contestation.

II. Why the Post-War Global Order Ruptured: An Accelerated Fragmentation

Contemporary scholarship emphasizes that the rupture of the post-war order did not occur gradually; rather, the end of bipolarity accelerated processes of fragmentation that might otherwise have unfolded over decades. The sudden collapse of the Soviet state removed not only a rival but also a structural linchpin that had anchored global politics within an orderly duality.

II.i. The Paradox of Victory: The End of the Soviet Counterbalance

The triumphal narrative of the early 1990s—most famously articulated by Francis Fukuyama’s “End of History” thesis—claimed that liberal democracy and market capitalism had achieved a decisive, civilizational victory. Yet the evidence of the subsequent decades reveals that this victory unleashed destabilizing forces.

1. Removal of the Ideological Imperative

Throughout the Cold War, the ideological competition with the USSR incentivized Western governments to demonstrate their superiority not only through economic efficiency but through egalitarian outcomes. Welfare-state expansion, progressive taxation, public investment in education and healthcare, and commitments to decolonization were partially strategic, designed to contest Communist influence in the developing world. The Non-Aligned Movement, in particular, became an arena in which both blocs competed to present themselves as champions of justice and anti-imperialism.

With the Soviet collapse, this ideological imperative evaporated. Neoliberal globalization became the unchallenged orthodoxy of the 1990s and 2000s, prioritizing deregulation, privatization, and global value chains. These policies enriched global capital and lifted hundreds of millions out of poverty in the Global South, but they devastated working-class communities in the West, accelerating deindustrialization and producing sharp intra-state inequalities. By the mid-2020s, this inequality was directly correlated with declining trust in democratic institutions, as documented in OECD and Edelman Trust Barometer surveys. The LIO thus suffered a crisis of domestic legitimacy within its own core states.

2. The Rise of Unipolar Hubris

The so-called “unipolar moment” saw American foreign policy shift toward coercive regime change, preventive war, and expansive military interventions justified under the banner of liberal internationalism. From Kosovo (1999) to Iraq (2003) to Libya (2011), the pattern was always the same: Washington’s discretionary use of force exposed the reality that the rules of the LIO were not binding on the hegemon. Scholars such as John Ikenberry, Stephen Walt, and Maha Aziz have documented how these interventions undermined the legitimacy of the order by reinforcing the perception that “rules-based” meant “U.S.-adjudicated.”

3. From Competitive Mobilization to Complacent Globalization

The post-Cold War period saw elites across Western democracies embrace the illusion that ideological competition no longer existed, leading to a focus on rapid economic integration at the expense of social resilience, strategic autonomy, and political cohesion. The Great Financial Crisis of 2008, the COVID-19 pandemic of 2020–2022, and the inflationary shocks of 2023–2024 revealed the brittleness of this model, creating a political opening for nationalist populist movements. By 2025, these movements had become institutionalized across the United States, France, the Netherlands, Germany, Italy, and parts of Central Europe, reshaping electoral politics and weakening consensus on multilateral governance.

II.ii. Internal Contradictions and Western Fatigue

The LIO also fractured from within due to long-ignored structural contradictions.

1. Inequality, Class Cleavages, and the Populist Rebellion

Over three decades of global integration produced vast cross-border efficiencies but highly uneven domestic effects. The “China shock,” automation, and offshoring created concentrated losses among Western workers. Research by Autor, Dorn, and Hanson, extended into 2025 with updated datasets, reveals persistent labour-market scarring and declining social mobility in affected regions. This economic reality fueled populist movements that sought to “re-nationalize” political and economic sovereignty.

The political consequences have been profound: the erosion of the center-left and center-right, the rise of anti-elite rhetoric, and the mainstreaming of policies once considered fringe—such as industrial protectionism, nativism, and Euroscepticism. Data from 2025 shows that trust in political institutions in the U.S., U.K., and France has declined by an average of 18–21 percent since 2021, reflecting a broader crisis of authority.

2. A Crisis of Legitimacy in a Post-Western World

The LIO was structurally Western-led, not globally consensual. Its institutions were created at a time when Western states accounted for the majority of global GDP and wielded decisive military and diplomatic influence. By 2025, however, the combined GDP of BRICS+—expanded in 2024 to include Saudi Arabia, Iran, Egypt, Ethiopia, and the UAE—surpassed that of the G7 in PPP terms. This shift has emboldened states of the Global South to demand greater representation and equality within global governance frameworks.

As Singaporean Ambassador Lawrence Ang Anderson remarked in 2024, the multilateral system was “optimized for efficiency in a different era” and has failed to evolve meaningfully — a sentiment echoed across multiple assessments of global governance. By late 2025, the WTO dispute settlement mechanism remained partially paralyzed, climate governance had splintered into minilateral blocs, and major powers increasingly bypassed the UN Security Council in favor of ad hoc coalitions or unilateral action.

II.iii. The Return of Geopolitics and Multipolarity

The assumption that economic interdependence would neutralize geopolitical rivalry has proven unfounded.

1. Revisionist Powers Reshaping the System

China’s assertive foreign policy—from the Belt and Road Initiative to its militarization of the South China Sea and its 2024 Digital Yuan settlement networks—reflects the emergence of an alternative model of global leadership. Meanwhile, Russia’s militarization of its economy, its continued campaign against Ukraine, and its deepening partnership with Iran and North Korea signal a coherent, if coercive, revisionist strategy.

These states do not seek to reform the existing order; they seek to replace it with pluralistic spheres of influence governed by transactional diplomacy, civilizational narratives, and regime-security priorities.

2. The Weaponization of Interdependence

The financial sanctions on Russia (2022–2025), U.S. export controls on China’s semiconductor capabilities (expanded again in 2024 and 2025), and competing “de-risking” policies have transformed interdependence from a force of integration into a tool of coercion.

A broad scholarly consensus now recognizes that the information sphere has become one of the primary frontlines of geopolitical competition. Researchers such as Alina Polyakova, Thomas Rid, and Peter Pomerantsev have documented how states deploy coordinated influence campaigns, algorithmic manipulation, digital subversion, and identity-based polarization strategies to undermine the social cohesion of their competitors. These techniques, once considered auxiliary tools, have become integral elements of contemporary statecraft, eroding trust in institutions, deepening political fragmentation, and accelerating the destabilization of the Liberal International Order. In this emerging landscape, the crisis of informational legitimacy has become inseparable from the broader crisis of global governance..

II.iv. The Double Standards Crisis: Gaza and Ukraine as Catalysts of Delegitimation

No issue has more dramatically undermined Western credibility than the perception of inconsistent application of international law in Ukraine and Gaza.

1. Differential Treatment and Its Global Consequences

While Russia has been subjected to unprecedented sanctions and diplomatic isolation, Israel has continued to receive robust U.S. military and political support during its Gaza campaign—even after civilian casualties exceeded 58,000 by mid-2025, according to Gaza’s Ministry of Health. The U.S. Congress approved a $20 billion arms package for Israel in August 2024, reinforcing perceptions of selective enforcement of humanitarian principles.

Indian Foreign Minister S. Jaishankar captured this sentiment succinctly in 2025: “Double standards are clearly evident.”

2. Institutional Paralysis and Selective Enforcement

UN resolutions condemning Russia’s invasion of Ukraine passed with overwhelming Western support. Yet equivalent resolutions calling for ceasefires or accountability in Gaza faced repeated U.S. vetoes. The asymmetry did not go unnoticed.

Indonesian President Prabowo Subianto declared at the 2025 UNGA that the UN had become “a modern-day Noah’s Ark whose foundation has been eroded by double standards.”

3. The Erosion of the “Rules-Based Order”

For many in the Global South, these inconsistencies confirmed a long-standing suspicion that international law functions as an instrument of Western geopolitics rather than a universal framework. This perception has accelerated the shift toward alternative institutions—BRICS+, the Shanghai Cooperation Organization, and regional currency settlement initiatives—further fragmenting global governance.

III. How a New Order Can Be Established: Pathways to Re-ordering

The present global moment is defined by structural ambiguity, institutional decomposition, and the absence of consensus among major powers about the norms, purposes, and instruments that should govern international life. What Srgjan Kerim aptly called a “limbo situation in which anything is possible” captures a deeper, systemic truth: the world is transitioning not from one order to another, but from a collapsed order to a multiplicity of partially formed prototypes. In this interregnum, the task is not to restore a lost liberal order but to conceptualize and construct new frameworks capable of managing a diversified, conflict-prone international system marked by contrasting political models, unequal power trajectories, and competing narratives of legitimacy.

Contemporary academic literature increasingly argues that the opportunity lies not in reviving a universal liberal system—now politically untenable—but in designing a pluralistic, multi-layered architecture capable of integrating heterogeneity, managing conflict, and fostering cooperation on shared existential risks. The following subsections examine promising pathways toward such a reconstruction, grounded in real developments from 2024–2025 and framed by emerging theoretical debates about meta-governance, regionalism, and the recalibration of sovereignty.

III.i. The Emerging Proposal for a “Meta-Regime” and the Rise of BRICS+


Beyond Liberal Universalism: The Logic of a Meta-Regime

A growing body of scholarship—including the work of Dani Rodrik, Stephen Walt, Acharya, Stuenkel, and Laïdi—posits that the future of global governance cannot be rooted in universal normative convergence. Instead, an overarching but minimal “meta-regime” is needed: a flexible framework that sets only the baseline rules necessary to prevent catastrophic spillovers while allowing states significant autonomy in domestic systems and regional alignments.

This model accepts that ideological pluralism is not a transitional phase but a permanent characteristic of the 21st-century system. Its goal is not homogenization, but coordination—preventing international action in climate, finance, digital security, and conflict mediation from collapsing into complete entropy.

Crucially, the most significant real-world laboratory for this pluralist meta-regime is the BRICS+ bloc, whose rapid expansion between 2024 and 2025 makes it the foremost political, economic, and institutional challenger to the U.S.-led order.

BRICS+ as a Structural Engine of Pluralism: Expansion and Reorientation, 2024–2025

Between January 2024 and July 2025, BRICS underwent the largest transformation in its history. What was once a loose consultative mechanism has evolved into a geopolitical bloc representing:

  • 45% of global population

  • 37–41% of global GDP (PPP)

  • Over 70% of the world’s critical mineral reserves and processing capacity

By December 2025, BRICS comprises eleven full members: Brazil, Russia, India, China, South Africa, Egypt, Ethiopia, Iran, the UAE, Indonesia, and Saudi Arabia. The accession of Indonesia (January 2025) and Saudi Arabia (July 2025) symbolized both geographic diversification and an unprecedented convergence among major emerging powers that traditionally operated in competing regional frameworks (ASEAN, GCC, African Union).

This expansion fundamentally alters the geometry of global governance. As Maria Zakharova stated in October 2025, the coalition is no longer “a counter-order” but a mechanism for articulating “the principles of the Global Majority”—a narrative now firmly embedded in the diplomatic lexicon from Delhi to Pretoria to Brasília.

The creation of a large, non-Western institutional core challenges the LIO not by replacing it, but by demonstrating an alternative model of global coordination grounded in sovereignty, non-interference, flexible integration, and institutional pragmatism—the exact characteristics of a meta-regime.

Counter-Institutionalization: BRICS+ in Global Finance

The financial dimension remains the most developed operational arm of BRICS+. Two institutions are reshaping the terrain:

  1. The New Development Bank (NDB):
    • Over $32 billion financed across 96 projects since 2016
    • Local-currency lending expanded sharply in 2024–2025
    • New members: Bangladesh, Algeria; prospective: Uruguay; Colombia initiated accession in 2025

  2. Contingent Reserve Arrangement (CRA):
    • A formal alternative to IMF emergency liquidity provision
    • Increasingly attractive after the widespread sanctions on Russia and Iran

Complementary initiatives—BRICS Pay, the BRICS Bridge cross-border payment platform, and experimental digital currency interoperability projects—aim to reduce systemic exposure to the U.S. dollar. While the dollar’s dominance endures, the political imperative is unmistakable. In January 2025, Ayatollah Khamenei declared de-dollarization an economic necessity, a sentiment echoed by India and Brazil in different registers.

Internal Contradictions, Geopolitical Complexity, and the Limits of Cohesion

BRICS+ is not monolithic. It contains rivalries (India–China), divergent economic models (Gulf monarchies vs. socialist economies), and varying foreign-policy alignments. The 2025 Rio Summit, marked by the absence of Xi Jinping and Vladimir Putin, highlighted both the difficulties of hegemonic coordination and the bloc’s decentralized, adaptive nature—one that mirrors the theorized meta-regime rather than a strict alliance.

Brazil’s presidency emphasized food security and green industrialization, countering pressures to harden the bloc into an explicitly anti-Western coalition. India continues to resist China's push for expansive institutionalization, fearing geopolitical encirclement. These tensions, rather than weakening the bloc, reinforce its pluralist DNA: minimal commonality, maximal accommodation.

BRICS+ and the Architecture of a Meta-Regime

The practical agenda of BRICS+ aligns closely with meta-regime principles:

  • Respect for heterogeneity in political and economic systems

  • Focus on sovereignty and non-interference

  • Selective, issue-specific cooperation, not universal integration

  • Pragmatic coordination on finance, trade, technology, and climate

  • Minimal normative demands beyond stability, autonomy, and development

This institutional ethos—partly intentional, partly emergent—embodies the first coherent post-liberal model of global governance since the end of the Cold War.

III.ii. Prioritizing Domestic Policy and the Provision of Global Common Goods

One of the core lessons of the post-1991 world is that global governance is only as stable as the domestic foundations of the states that constitute it. Hyper-globalization weakened those foundations by constraining national policy autonomy, fueling inequality, and generating political backlash that undermined support for liberal institutions. A sustainable order must therefore reverse the logic: domestic resilience first, global cooperation second.

Rebalancing Domestic Priorities: A Return to Bretton Woods Logic

The post-war architects of the Bretton Woods system assumed that democracies could only sustain cooperative internationalism if governments retained the capacity to deliver social stability, full employment, and distributive justice. The collapse of this principle in the 1980s–2000s—when domestic welfare considerations were subordinated to market liberalization—generated the political discontent now manifest in populism and polarization across the OECD.

Scholars argue that any new order must restore domestic prioritization:

  • Industrial policy

  • Social protection systems

  • Technological security

  • Climate adaptation

  • Resilient supply chains

This shift is already visible in the U.S. Inflation Reduction Act, EU strategic autonomy initiatives, Indian industrial nationalism, and China's Common Prosperity framework. Though divergent in ideology, these strategies converge on a principle: domestic strength precedes global engagement.

Revitalizing Cooperation on Global Commons

Amid geopolitical fragmentation, cooperation survives most robustly in areas where incentives converge:

  • Climate change

  • Pandemic preparedness

  • Financial stability

  • Cybersecurity and AI safety

  • Maritime governance

In 2025, modest breakthroughs illustrate this residual capacity:

  • The World Health Assembly adopted the first pandemic preparedness agreement since COVID-19.

  • The IMO established binding greenhouse gas reduction targets.

  • New BRICS+ working groups on AI governance and digital infrastructure reflect growing concern over technological sovereignty.

Yet these achievements occur against a backdrop of institutional fragility. The UN’s liquidity crisis—crippling humanitarian operations by up to 40 percent—reveals the erosion of global solidarities and the narrowing fiscal space for collective action.

BRICS+ and the Global Commons

While often framed as an alternative to Western institutions, BRICS+ is also attempting to shape global common goods:

  • Promoting green industrialization

  • Demanding climate finance reform

  • Expanding technology transfer initiatives

  • Coordinating South-South cooperation on AI, health, and digital regulation

China’s push for high-tech sovereignty, combined with the Gulf states’ investments in clean energy and Africa’s need for climate adaptation, has created an unusual functional coalition—though internal contradictions remain, especially for hydrocarbon exporters like Saudi Arabia and the UAE.

III.iii. Reaffirming Pluralism and Sovereign Equality

The central paradox of contemporary geopolitics is that states demand sovereignty but remain unwilling to accept its reciprocal implications. For pluralism to serve as a stabilizing principle rather than a justification for impunity, sovereign equality must be paired with a minimal, enforceable set of rules that protect states from existential harm.

China’s “Community of Shared Future for Mankind” and its Global Security, Development, and Civilization Initiatives attempt to formalize an explicitly pluralistic vision, one that rejects liberal universalism but emphasizes coexistence and mutual non-interference. For many states in the Global South, this approach is more aligned with their historical experiences than Western doctrines of democracy promotion.

But as Daniela Schwarzer observes, pluralism generates severe normative tension: how can the system uphold minimal humanitarian standards when norms vary so sharply across regions? This question lies at the heart of debates about Gaza, Ukraine, Myanmar, Sudan, Ethiopia, and Nagorno-Karabakh—conflicts in which sovereignty and humanitarian obligations clash sharply.

The future order must therefore negotiate a delicate balance: pluralistic coexistence without abandoning the basic protections necessary for human and state security.

III.iv. UN Security Council Reform: The 80th Anniversary Imperative


A Crisis of Representation and Legitimacy

By 2025, even traditionally cautious actors—including Japan, Germany, Indonesia, Brazil, and South Africa—openly argue that the UN Security Council (UNSC) no longer performs its core function: maintaining international peace and security. The Council’s paralysis over Gaza, Ukraine, and multiple African conflicts has intensified calls for structural reform.

The 80th anniversary of the UN has accelerated momentum, producing the most serious reform discussions since the 1963 Council enlargement.

Competing Proposals and Emerging Convergences

The landscape features two major reform blocs:

  1. The G4 Proposal (April 2025):
    • Expand the Council to 25–26 seats
    • Six new permanent seats: 2 Africa, 2 Asia-Pacific, 1 Latin America, 1 Western Europe
    • Delayed veto rights for new permanent members

  2. Uniting for Consensus (UfC) Group (2024–2025):
    • Opposes new permanent seats
    • Prefers long-term rotating representation
    • Emphasizes transparency, veto limitation, and regional proportionality

The Pact for the Future (2024) established a procedural breakthrough: explicit commitments to negotiate concretely defined models rather than repeating general statements of principle.

Africa remains the most unified bloc, insisting that the continent’s historical marginalization—despite being the subject of two-thirds of UNSC deliberations—must be redressed through at least two permanent seats.

Institutional and Procedural Obstacles

Reform requires:

  • Two-thirds General Assembly majority

  • Unanimous P5 ratification under Article 108

This dual threshold makes enlargement possible but veto reform nearly impossible. Former UN leaders therefore advocate a phased pathway:

  1. By 2030: Expand Council membership and adopt transitional representation formulas.

  2. By 2045: Convene a General Conference under Article 109 for comprehensive Charter revision.

This pragmatic approach recognizes political realities while preserving the possibility of structural modernization.

III.v. Rebuilding Trust Through Institutional Accountability

Trust has become the scarcest commodity in the international system. As Marisa Kulma emphasized, the crisis is not merely organizational but relational: institutions lose legitimacy when great powers treat them as instruments of convenience rather than authoritative arbiters. Scholars of international institutions, including Kenneth W. Abbott, Lisa Martin, and Daniel Drezner, have similarly documented how declining trust undermines compliance, coordination, and the enforcement of global norms. When major powers prioritize strategic competition over cooperative governance, the resulting legitimacy gap cascades through the system, weakening the capacity of institutions—from the UN to multilateral financial bodies—to manage crises ranging from climate change and pandemics to conflict prevention. Rebuilding institutional trust, therefore, requires not only structural reform but also consistent behaviors by leading states that reinforce predictability, reciprocity, and respect for established norms.

The Information Domain as a Governance Fault Line

The erosion of institutional legitimacy is increasingly intertwined with the degradation of the information sphere. Scholars including P.W. Singer, Alina Polyakova, and Evgeny Morozov have emphasized that the manipulation of discourse—through anonymous online ecosystems, algorithmically amplified political content, and coordinated foreign influence operations—undermines the social infrastructure necessary for collective cooperation and effective governance. These dynamics exacerbate polarization, erode public trust, and create cascading vulnerabilities across both domestic and international institutions. Consequently, regulation of digital platforms, transparency in political advertising, and the restoration of deliberative, face-to-face civic spaces are emerging as essential pillars of broader governance reform, representing a crucial frontier for the stabilization of the Liberal International Order.

Regional Integration as the “New Multilateralism”

Functional progress in global governance increasingly relies on mid-sized powers and regional coalitions, particularly given the persistent paralysis of universal institutions. Scholars such as Daniela Schwarzer, Amitav Acharya, and Edward D. Mansfield emphasize that regional organizations—ranging from the EU, AU, ASEAN, GCC, MERCOSUR, to the revived Andean Community—can serve as incubators for effective cooperation, crisis management, and norm-setting. With approximately 80% of international trade occurring outside the United States, these actors possess significant economic leverage to drive specialized, issue-specific cooperation even amid great-power rivalry. This “new multilateralism,” rooted in regional integration and plurilateral coordination, offers a pragmatic pathway to mitigate systemic fragmentation while maintaining space for sovereignty and value pluralism.

The Societal Foundation: Civil Society and Generational Demands

Civil society and generational mobilization constitute a critical yet often underappreciated foundation for sustaining global norms. Scholars and analysts including Marisa Kulma, Sidney Tarrow, and Peter Uvin have emphasized that youth-led movements—ranging from climate activism and anti-corruption protests to pro-Palestinian solidarity and democratic reform campaigns—demonstrate that the normative aspirations encoded in the UN Charter retain considerable legitimacy, even amid institutional faltering. This generational demand for transparency, accountability, and adherence to universal principles represents a potent source of social energy that can drive institutional renewal. By channeling civic engagement into constructive reform, younger generations may help bridge the legitimacy gap and reinforce the capacity of international institutions to respond effectively to global challenges.

IV. The Path Forward: From Fracture to Functionality

Evidence from late 2024 through December 2025 suggests that the international system has entered a precarious phase in which conflict increasingly reflects deliberate political choice rather than accidental miscalculation. As Ambassador Lawrence Ang Anderson noted, “wars do not happen by accident. They happen when one or both sides want it.” This insight aligns with the broader literature on rationalist explanations of war, including work by James Fearon and Robert Jervis, which underscores how incentives, signaling, and perceived credibility shape the onset of conflict.

The U.S.–China relationship remains a partial exception, where heightened friction has not escalated into open confrontation. The Busan meeting between Presidents Xi and Trump—and expectations of three further meetings in 2026—has generated what Dr. Henry Wang described as “cautious optimism of a shift from strategic rivalry to strategic stability.” Scholars such as Michael Mastanduno and Elizabeth Economy similarly emphasize that sustained diplomacy, mutual recognition of red lines, and institutionalized crisis management mechanisms can stabilize competition even amid structural rivalries.

This momentary stabilization, however fragile, demonstrates that agency, strategic architecture, and political will continue to shape outcomes. It highlights that even in a fragmented, multipolar system, deliberate engagement and careful calibration of power can prevent escalation, reinforcing the argument that the post-war international order, while fractured, retains spaces for pragmatic management of global risk..

IV.i. The Imperative of Strategic Pragmatism

One of the often-overlooked developments of the past decade is the growing recognition among small and medium-sized states that they retain meaningful agency—especially when acting collectively. Ambassador Anderson emphasized, “working with like-minded major powers in UN institutions such as the General Assembly and using powerful social media tools, we can help shape narratives to win over champions in both camps.” This observation aligns with a broader body of literature on small-state diplomacy, including the work of scholars such as Robert Keohane, Lisa Martin, and Daniel F. Runde, who underscore that strategic coalition-building and networked influence can amplify otherwise limited capacities.

Singapore’s approach exemplifies this logic: states that are absent from negotiations risk becoming passive recipients of externally imposed rules. For ASEAN and other regional organizations, this translates into sophisticated dual-engagement strategies—balancing relationships with both Washington and Beijing while leveraging “miniaterals” and “plurilaterals” to safeguard supply chains, energy access, and regulatory alignment. Scholars like David Baldwin and Randall Schweller have highlighted such flexible, multi-level diplomacy as critical for small and medium powers navigating asymmetric global hierarchies.

When executed carefully, this multitiered diplomacy becomes a scaffolding for a reformed multilateral order: pluralistic, flexible, and less susceptible to obstruction by great powers. It illustrates that agency in the contemporary system is not merely a function of material capability but of strategic foresight, collaborative leverage, and the ability to shape norms and narratives across multiple platforms—a core principle for sustaining global governance amid growing multipolarity.

IV.ii. Confronting the Double Standards Paradox

The contemporary credibility crisis of the multilateral system is closely tied to what many states perceive as intolerable double standards, most conspicuously illustrated by the divergent responses to the crises in Gaza and Ukraine. As Ambassador Anderson observed, these inconsistencies are not merely the result of episodic power politics; they reflect deeper structural weaknesses embedded in a system historically shaped by alliance commitments, great-power hierarchies, and selective enforcement of international norms. Scholars such as Ian Hurd and Thomas Weiss have argued that when the principles of legality and impartiality are subordinated to political expediency, institutional legitimacy erodes, undermining both compliance and moral authority.

Yet, even amid such polarization, functional diplomacy continues. The International Crisis Group notes that many member states “seem not to want [these divisions] to obstruct all other diplomacy.” This reflects a pragmatic calculus: while moral frustration and normative criticism persist, the immediate costs of disengagement—ranging from economic disruption to security instability—compel continued participation. This duality mirrors the insights of scholars like Robert Keohane and Lisa Martin, who emphasize that multilateral institutions often survive not through ideal adherence to norms but through enforced interdependence, where actors pursue cooperation despite misgivings to mitigate mutual vulnerabilities.

The paradox thus underscores a defining feature of the emerging order: institutional legitimacy may be deeply contested, yet operational functionality endures because the structural imperatives of collective action—on climate finance, technology governance, health security, and pandemic preparedness—remain pressing. In effect, this creates a form of pragmatic multilateralism, wherein the capacity to negotiate, compromise, and maintain partial consensus becomes as vital as formal legal authority. Understanding this tension between normative legitimacy and practical necessity is central to assessing both the resilience and fragility of global governance in the post-unipolar, multipolar era.

IV.iii. Institutional Innovation Within Constraints

The geopolitical reality of 2025 underscores the political impossibility of comprehensive UN reform in the near term. Achieving universal consensus among deeply divided major powers remains unattainable, making bounded institutional innovation a pragmatic pathway. This approach emphasizes smaller, more agile platforms capable of delivering tangible outcomes, testing governance models, and generating incremental legitimacy. As Professor Daniela Schwarzer has noted, forums such as the G20—despite lacking universal legitimacy—serve as experimental spaces where states with divergent interests and perspectives can coordinate on shared challenges, from pandemic preparedness to climate finance. These venues enable flexible governance experimentation, often producing actionable solutions that larger, slower-moving institutions cannot.

Beyond traditional Western-dominated platforms, alternative multilateral architectures are maturing, reflecting a conscious shift toward pluralistic and functional cooperation. The New Development Bank (NDB) exemplifies this dynamic. Its expansion beyond core BRICS membership—to include Bangladesh, Algeria, and prospective member Uruguay—demonstrates how multilateral initiatives can evolve inclusively, fostering cooperation without requiring unanimous consent from major powers or ideological homogeneity. Scholars such as Amrita Narlikar and Edward Luck have highlighted that such initiatives represent a form of pragmatic counter-institutionalization, addressing gaps left by stalled global institutions while providing developing and middle powers with operational leverage.

Victoria Panova of the BRICS Expert Council emphasizes that the objective of these platforms is not to replicate the UN General Assembly or pursue expansion for its own sake. Rather, the goal is constructive functionalism: to build a fairer, more representative global order through practical cooperation, risk-sharing, and joint problem-solving. By focusing on results-oriented collaboration rather than ideological alignment, these institutions illustrate that institutional legitimacy can emerge incrementally, grounded in performance, inclusivity, and the capacity to manage shared risks—offering a pragmatic template for the emerging pluralistic meta-regime.

IV.iv. Technology Governance as a Testing Ground

Artificial intelligence (AI) and other frontier technologies are redefining the landscape of global risk and opportunity, presenting challenges that traditional governance frameworks are ill-equipped to address. Unlike conventional security threats, AI is inherently transboundary: an algorithm developed in one country can rapidly influence economies, political systems, and military balances worldwide. Professor Schwarzer has emphasized that managing such threats requires states to “set aside, even temporarily, our power-based view of things” and engage in collaborative risk mitigation. This represents a paradigmatic shift in international relations: governance is no longer solely about coercion or deterrence but increasingly about anticipatory coordination, shared standards, and the management of systemic vulnerabilities.

The trajectory of AI governance closely mirrors the historical experience of nuclear arms control. During the Cold War, the existential stakes of nuclear weapons created incentives for adversaries to negotiate limits and verification mechanisms despite deep strategic mistrust. Similarly, AI’s diffusion—ranging from autonomous weapons to advanced decision-making systems embedded in civilian infrastructure—poses risks whose magnitude forces even geopolitical rivals to consider cooperative mechanisms. Unlike nuclear weapons, however, AI development is far more rapid, decentralized, and globally accessible, amplifying both the potential benefits and the systemic risks. This renders traditional security-centric approaches insufficient and highlights the need for innovative, multi-stakeholder frameworks that can reconcile the dual imperatives of technological leadership and global risk management.

The rise of BRICS+ actors, particularly China and the UAE, underscores a critical dynamic in this arena. Their insistence on equal participation in shaping governance norms reflects a broader redistribution of institutional authority: technological capability has itself become a source of diplomatic legitimacy. In essence, states that dominate AI research and deployment gain disproportionate leverage in global norm-setting. Yet, just as nuclear arms control eventually demonstrated that shared vulnerability can generate cooperation, AI governance offers a testing ground for the international system to rediscover incentives for collaboration. The existential nature of the risks creates a “minimum common denominator” that unites even adversarial states around a shared objective: preventing catastrophic misuse. Success in this domain could establish enduring precedents for managing other high-stakes, transboundary challenges, including biotechnology, climate engineering, and cyber conflict, marking a fundamental evolution in twenty-first-century institutional innovation..

V. Conclusion: Toward a Pluralistic Meta-Regime


The rupture of the post-war global order is not a sudden event but the culmination of long-running structural shifts: the dissolution of the Soviet counterbalance, the surge of hyper-globalization after the 1990s, and the intense populist backlash that emerged in its wake. Together, these forces exposed the internal contradictions of the Liberal International Order—particularly its failure to manage distributional consequences, its uneven application of international law, and its growing detachment from the lived experience of many societies. The fragmentation that followed is marked not simply by a return to competitive geopolitics but by widespread institutional paralysis, an erosion of normative legitimacy, and the global perception that the rules of the system have been selectively enforced.

Developments in 2024–2025 demonstrate with unusual clarity that the future will not be a reversion to unipolarity, nor a nostalgic revival of the 1990s consensus, but a transition toward what this paper identifies as a pluralistic, multipolar meta-regime—a looser, more polycentric architecture in which states negotiate coexistence rather than ideological alignment. This emerging order is taking shape not only through the assertive positioning of major powers but also through the strategic agency of coalitions like BRICS+, now comprising eleven full members and eight partners representing nearly half of humanity and roughly 37–41 percent of global GDP. These coalitions serve as engines of incremental but cumulative revisionism: building financial counter-institutions such as the New Development Bank (which has deployed over $32 billion across 96 projects), accelerating de-dollarization via BRICS Pay and BRICS Bridge, and consistently pressing for enhanced Global South representation in international institutions.

The UN's eightieth anniversary in 2025 has brought renewed focus to the question of global governance reform. The Pact for the Future, described by Secretary-General Guterres as “the strongest language on Security Council reform in a generation,” reflects both the urgency of change and the depth of geopolitical inertia. As former General Assembly President Srgjan Kerim noted, genuine reform requires the alignment of five demanding preconditions: the continued viability of universal institutions; the active participation of all major powers; the strategic maturation of regional actors such as the European Union; tangible empowerment of the Global South; and comprehensive reform of the UN system itself. Each of these conditions is attainable, yet together they form an extraordinarily high bar—one that the current international environment struggles to meet.

The foundations of a new order therefore cannot rest on ideological convergence. They must instead be anchored in minimal consensus on essential legal norms—sovereignty, non-interference, territorial integrity—paired with maximal cooperation on shared existential challenges such as climate change, pandemics, emerging technologies, energy transition, and global financial stability. This vision echoes the intervention by Professor Daniela Schwarzer, who argued that the world must move “beyond a power-based view of things” and confront “the challenge to humanity which we are creating,” requiring foresight, scientific literacy, and a willingness to engage in “reasonable work that actually needs to happen on a global scale.” In other words, great-power competition cannot be allowed to eclipse the cooperative imperatives of the Anthropocene.

The central challenge for powerful states—whether established or rising—is recognizing that the durability of any new system will depend less on the projection of influence than on the willingness to share power, responsibilities, and rule-shaping authority within a more modest but more resilient institutional design. This reality is most clearly articulated by smaller states such as Singapore, whose Ambassador Burhan Gafoor warned that “if we are not at the negotiating table to participate in shaping these rules, we will end up being at the mercy of the rules set by others.” The logic extends far beyond small states: it captures the broader aspiration of the Global South to avoid a future designed exclusively by great powers and to secure meaningful agency in rule formation.

Kerim’s question resonates with particular force as we close 2025: “Have we forgotten the lessons that we learned from the two horrendous world wars that we fought 80 years ago?” The resurgence of economic blocs, the renewed resort to unilateral military action, and the disintegration of long-standing free-trade norms hint at troubling historical analogies. Yet there are grounds for cautious optimism. A generation has emerged that has “grown up with these values… enshrined in the UN Charter,” and even amid geopolitical rivalry, states continue to engage in hard, slow, often deeply frustrating negotiations to reform international institutions rather than abandon them.

In this sense, multilateralism—far from being a vestige of a bygone era—remains, as Kerim insisted, “not a luxury or an option for times of peace. It is a necessity in times of uncertainty.” The fracture in the foundations of global governance is real and expanding, but the materials for reconstruction exist: a more diverse distribution of power, a more politically conscious Global South, and a shared recognition that existential risks cannot be managed through dominance alone. Whether the international community can convert these elements into a stable meta-regime will depend on the willingness of major powers to embrace a different understanding of security—one grounded not in hegemony but in pluralism, partnership, and respect for the diversity of pathways toward human dignity and prosperity.

Only by accepting this shift can the world hope to build a system capable of managing the turbulence of the twenty-first century. The stakes are nothing less than whether global governance will evolve into a more balanced architecture—or fracture into competing blocs whose rivalries replicate the catastrophic patterns of earlier eras.




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References

Note: This reference list includes only sources directly cited or substantively relied upon in the analysis, reflecting academic best practices for citation.

Carnegie Endowment for International Peace. (2025, March). BRICS Expansion and the Future of World Order: Perspectives from Member States, Partners, and Aspirants. Washington, DC: Carnegie Endowment for International Peace.

Council on Foreign Relations. (2025, June 26). What Is the BRICS Group and Why Is It Expanding? CFR Backgrounder. Retrieved from https://www.cfr.org/backgrounder/what-brics-group-and-why-it-expanding

Guterres, A. (2025, October 22). Reform 'Imperative', Secretary-General Tells Security Council. UN Press Release SC/16201. New York: United Nations.

International Crisis Group. (2024, March 7). The Double Standards Debate at the UN. Crisis Group Commentary. Brussels: International Crisis Group.

Jaishankar, S. (2025, September 25). Remarks at G20 Foreign Ministers' Meeting. New York: G20 Presidency.

Kerim, S. (2024, December). Opening Remarks, Doha Forum Panel on Global Governance. Doha: Doha Forum.

Kulma, M. (2024, December). Panel Remarks, Doha Forum. Doha: Doha Forum.

Panova, V. (2025). Interview on BRICS Objectives. Moscow: BRICS Expert Council—Russia.

Prabowo Subianto. (2025, September). Address to the 80th Session of the United Nations General Assembly. New York: United Nations.

Shanghai Institutes for International Studies. (2025, March). BRICS as a Non-Western Entity: Toward a Post-Western Order. Shanghai: SIIS.

Stimson Center. (2025, August 27). 2025 BRICS Summit: Takeaways and Projections. Washington, DC: Stimson Center.

Stimson Center. (2025, July 10). Global Governance Innovation Report 2025: Advancing the Pact for the Future and Environmental Governance. Washington, DC: Stimson Center.

United Nations. (2024, September). Pact for the Future. New York: United Nations.

United Nations General Assembly. (2025, July 3). Revised Co-Chairs' Elements Paper on Convergences and Divergences on Security Council Reform. New York: UN General Assembly IGN.

United Nations General Assembly. (2025, September 27). True Security Council Reform Crucial to Regaining Public Trust. UN Press Release GA/12731. New York: United Nations.




Friday, 5 December 2025

The Bear and the Bulwark: Assessing the Evolving Geopolitical Balance Between Russia and Europe

 

Abstract

This comprehensive analysis examines the rapidly escalating geopolitical tensions and shifting balance of power between Europe and the Russian Federation as of December 2025. Russia's ongoing war in Ukraine, coupled with President Vladimir Putin's explicit warnings on December 2, 2025, that Moscow is prepared for war with Europe "right now" should European states initiate one, has created an unprecedented security crisis. The analysis addresses the evolving threat of Russian aggression against the Baltic states, the profoundly uncertain role of the United States under the second Trump administration following the release of the controversial National Security Strategy, the current state of European military readiness, and the transformative dynamics of drone warfare exemplified by Russia's elite Rubikon units. The central finding is that while Europe collectively possesses qualitative military advantages across multiple domains, it lacks the necessary mass, firepower, industrial mobilization capacity, and operational readiness in the land domain to independently deter or repel a large-scale, high-intensity Russian conventional attack. The prospect of a U.S.-brokered peace plan favorable to Russia is assessed as a major strategic risk that could significantly embolden further Russian expansionist ambitions, while the economic consequences of a full-scale war would constitute a civilizational catastrophe for European prosperity with cascading global repercussions.

I. Introduction: The New European Security Paradigm

The contemporary European security architecture stands at its most perilous juncture since the Cold War's conclusion. The Russian Federation's strategic posture rests on a fundamental asymmetry: an explicitly coercive and revisionist security doctrine aimed at systematically dismantling the post-1991 European order, confronted by a predominantly defensive, multilateral, and rules-based European approach constrained by decades of demilitarization and strategic complacency. The conflict in Ukraine has transitioned from a war of maneuver into a protracted, industrialized war of attrition, allowing Russia to demonstrate a formidable capacity for military reconstitution, doctrinal adaptation, and full-spectrum industrial mobilization that has confounded Western assessments. This grim reality compels a rigorous, empirically grounded re-evaluation of the possibility of direct military confrontation between Russia and NATO's European members.

The geopolitical temperature reached a critical threshold on December 2, 2025, when President Putin, speaking at an investment forum in Moscow immediately before meeting with U.S. Special Envoy Steve Witkoff and Jared Kushner, declared that Russia was prepared for war with Europe "right now" if European states initiated hostilities. Putin accused European leaders of obstructing U.S.-led peace negotiations and putting forward demands that were "absolutely unacceptable" to Russia, warning that any European military action could lead to a situation where Moscow would have no one left to negotiate with. This rhetoric was not mere bluster but reflected a tangible shift in Russia's strategic calculus and operational readiness.

The European Union's response has been to frame the confrontation in existential terms. The President of the European Commission's State of the Union address in 2025 characterized the situation bluntly: "Europe is in a fight...This is a fight for our future." This stark acknowledgment represents a fundamental paradigm shift from the post-Cold War assumption of perpetual peace to a recognition that large-scale conventional warfare on European soil is no longer a historical abstraction but a plausible near-term contingency requiring immediate preparation.

II. Geopolitical Tension and War Readiness: The Strategic Imbalance


II.i. Russia's Posture and Industrial Mobilization

Russia's military expenditure reached an estimated $149 billion in 2024, representing a staggering 38 percent increase from 2023 and double the 2015 level, constituting 7.1 percent of Russia's GDP and 19 percent of all Russian government spending. For 2025, Russia's total planned military expenditure is estimated at 15.5 trillion roubles, equivalent to 7.2 percent of GDP, representing a real-terms increase of 3.4 percent over 2024. This sustained commitment to military spending at wartime levels demonstrates Moscow's strategic determination and its successful transformation into a war economy capable of sustaining prolonged, high-intensity operations.

This industrial mobilization has yielded tangible battlefield results. Russia's reconstitution of armored forces has proceeded at rates that initially surprised Western intelligence, with monthly refurbishment rates for legacy systems reportedly exceeding 200 main battle tanks. More critically, Russia has achieved sustained mass production of artillery ammunition, missiles, and increasingly sophisticated unmanned aerial systems at volumes that currently exceed combined European industrial output. The strategic implication is stark: Russia has demonstrated both the political will and industrial capacity to wage a protracted war of attrition, while Europe has yet to make comparable industrial commitments despite rhetorical declarations of urgency.

Russia's strategic approach is designed to exploit Western decision-making paralysis through a sophisticated strategy of graduated escalation, nuclear signaling, and hybrid warfare operations. Moscow has extended tactical nuclear weapons deployments to Belarus and reduced thresholds for nuclear use in conventional conflicts, creating an environment of strategic ambiguity intended to paralyze NATO decision-making. Russian intelligence and military services have systematically probed vulnerabilities across multiple domains, including sustained cyberattacks against critical infrastructure, physical surveillance and potential sabotage of undersea cables in the Baltic and North Atlantic, and coordinated disinformation campaigns designed to fracture alliance cohesion.

II.ii. The Multi-Domain Balance of Power: A Granular Assessment

A comprehensive assessment of the military balance of power reveals a complex, domain-specific strategic imbalance that defies simplistic characterizations of European superiority or Russian dominance:

Air Domain: European NATO members maintain clear quantitative and qualitative superiority in the air domain, primarily through advanced fifth-generation platforms including F-35 Lightning II joint strike fighters, Eurofighter Typhoons, Dassault Rafales, and sophisticated integrated air defense systems incorporating Patriot, SAMP/T, and NASAMS batteries. European air forces benefit from superior pilot training, advanced beyond-visual-range engagement capabilities, superior electronic warfare suites, and interoperability advantages conferred by decades of joint exercises and NATO integration. However, this advantage faces two critical constraints: Russia's dense deployment of integrated Anti-Access/Area Denial (A2/AD) systems anchored in Kaliningrad and Crimea, capable of contesting airspace hundreds of kilometers from their deployment locations; and Russia's demonstrated capacity for high-volume production of mobile air defense assets, electronic warfare systems, and long-range surface-to-air missiles that could impose significant attrition costs during initial air operations.

Land Domain: This represents Europe's most acute vulnerability. While European armed forces possess qualitative advantages in soldier training standards, professionalization, combined arms doctrine, and technological sophistication of individual platforms, Russia holds decisive advantages in military mass, aggregate firepower, mobilization capacity, and demonstrated tolerance for sustained attrition. The numerical disparity is sobering: European NATO members collectively maintain fewer than 2,500 immediately operational main battle tanks with full crews and maintenance support, compared to Russia's operational inventory exceeding 5,500 tanks with robust maintenance and reconstitution capabilities. More critically, Europe lacks sufficient artillery ammunition stocks, integrated logistics for rapid force deployment eastward, and the political framework for rapid mass mobilization. European ground forces are configured primarily for high-readiness, limited-duration expeditionary operations rather than sustained, industrial-scale land warfare against a peer adversary willing to accept enormous casualties. This asymmetry in operational design represents the central vulnerability in European deterrence.

Naval Domain: NATO and European naval forces maintain comprehensive superiority in surface warfare, submarine warfare, carrier strike capabilities, and maritime patrol. Russia's surface fleet is largely antiquated, poorly maintained, and constrained to regional operations. However, Russia effectively employs hybrid naval warfare, including submarine operations targeting undersea cables, extensive maritime surveillance, and the deployment of long-range anti-ship cruise missiles that pose asymmetric threats to NATO naval operations in confined waters like the Baltic and Black Seas.

Cyber and Space Domains: Europe and NATO possess substantial advantages in satellite constellations, space-based intelligence, surveillance and reconnaissance capabilities, and cyber defense infrastructure. Yet Russia has demonstrated sophisticated offensive cyber capabilities, including intrusions into critical infrastructure, election interference operations, and the capacity to degrade or deny space-based assets through electronic warfare, kinetic anti-satellite weapons, and potentially directed energy systems. Russia's approach emphasizes the exploitation of Western dependencies on digital infrastructure and space-based communications to create cascading vulnerabilities.

Conclusion on Military Readiness: The assessment that Europe currently lacks the weapons, ammunition stocks, and industrial output to independently confront Russia in a large-scale, sustained land conflict remains empirically accurate. While collective NATO resources are theoretically immense, the operational reality is constrained by fragmented national command structures, incompatible logistics systems, inadequate strategic airlift and sealift capabilities, insufficient ammunition reserves, and low immediate readiness rates across critical capabilities. European land forces face months-long deployment timelines to achieve operational concentration, while Russia maintains forces in immediate proximity with established logistics networks. Without immediate, massive, and sustained U.S. military support—particularly in terms of precision-guided munitions, artillery ammunition, intelligence capabilities, and heavy armor—European forces would face severe operational challenges in repelling a large-scale Russian conventional offensive characterized by artillery mass and operational willingness to accept catastrophic losses.

III. The Eastern Flank: The Baltic Crucible


III.i. The Evolving Threat Matrix

The possibility of Russian aggression against Estonia, Latvia, and Lithuania remains a high-probability, high-consequence scenario that has moved from theoretical contingency planning to active defensive preparation. The Baltic states are actively constructing the "Baltic Defence Line," a comprehensive system of fortifications including approximately 600 bunkers across Estonia alone, anti-tank ditches, obstacle systems, and pre-positioned ammunition storage facilities along their borders with Russia and Belarus. By autumn 2025, Estonia's Defense Forces, working with the National Centre for Defense Investments, planned to construct up to 28 bunkers and ten storage facilities, as well as install up to four kilometers of anti-tank ditches. Lithuania has allocated €1.1 billion over ten years for the project, with over €800 million earmarked specifically for anti-tank mine systems.

These preparations reflect not paranoia but sober operational assessments. German officials warned in late 2025 that they expect Russia to be ready to attack NATO by 2029, with intelligence assessments indicating Moscow is creating the option for itself to wage war against the EU and NATO. The Baltic fortification effort is explicitly designed to provide operational depth and time for NATO reinforcements to arrive, acknowledging the fundamental vulnerability: the geographic proximity of Baltic capitals to Russian territory means conventional forces could theoretically reach them within 48-72 hours absent substantial defensive preparations.

Russian aggression against the Baltics would most likely manifest as a rapid, high-intensity conventional campaign, potentially preceded by prolonged hybrid warfare operations including cyberattacks targeting government infrastructure and financial systems, disinformation campaigns designed to fracture societal cohesion, provocations against Russian-speaking minority populations used as pretexts for intervention, and "little green men" infiltrations similar to the 2014 Crimean operation. The operational objective would be to present NATO with a fait accompli—territorial seizure so rapid that Alliance members face the agonizing choice between accepting the loss or initiating a major war to reverse it.

The primary deterrent remains NATO's Article 5 collective defense guarantee and the credibility of extended U.S. deterrence. Current NATO forward presence in the Baltic region consists of four Enhanced Forward Presence battlegroups totaling approximately 5,000 troops—insufficient to repel a full-scale Russian offensive but functioning explicitly as a "tripwire" designed to guarantee immediate NATO-wide military involvement in any conflict. The strategic logic is that any Russian attack would immediately kill American, British, German, and Canadian soldiers, making alliance-wide war unavoidable. However, this deterrent function depends entirely on the perceived certainty of the U.S. commitment.

III.ii. The Trump Factor: Strategic Ambiguity and Alliance Credibility

The Trump administration's National Security Strategy, released on December 4, 2025, painted European allies as weak, suggested they suffer from a "lack of self-confidence" and must assume "primary responsibility for their own defence," and questioned whether certain European countries would remain reliable allies given their migration policies, declining birthrates, and what the document termed the "prospect of civilizational erasure." The document stated that it is "far from obvious whether certain European countries will have economies and militaries strong enough to remain reliable allies," warning that "Should present trends continue, the continent will be unrecognizable in 20 years or less."

The strategy called for ending the "perception" and "preventing the reality" of NATO's continued expansion, while also calling on Washington to increase diplomatic relations with Moscow to reestablish conditions for regional "strategic stability." At the June 2025 Hague Summit, the Trump administration succeeded in pushing NATO allies to agree to an ambitious defense spending pledge of 5 percent of GDP by 2035, effectively shifting the burden of conventional defense onto European shoulders.

The geopolitical implications are profound. The credibility of Article 5—NATO's collective defense guarantee—rests fundamentally on the perception that an attack on one member triggers an automatic, overwhelming response from all members, with the United States as the dominant military power providing the strategic backbone. During December 2025 peace talks in Moscow, Putin explicitly stated Russia would negotiate only with the U.S. administration and not allow European leaders at the table, claiming they are "hindering" President Trump's efforts to reach a peace agreement. This deliberate exclusion of European voices from negotiations concerning European security represents a fundamental challenge to European strategic autonomy.

Should the U.S. commitment to NATO's collective defense be seriously undermined—whether through explicit policy changes, ambiguous signaling, or conditional interpretations of Article 5—the primary deterrent against Russian aggression would be fatally compromised. The operational question for Moscow would shift from "Can we defeat NATO?" to "Will NATO actually fight?" Historical precedent suggests that wars often begin when aggressors fundamentally miscalculate defender resolve. The current environment of strategic ambiguity, combined with Putin's explicit willingness to contemplate war with Europe, creates precisely the conditions for catastrophic miscalculation.

IV. Drone Warfare: The Revolution in Military Affairs


IV.i. Russia's Asymmetric Advantage: The Rubikon Paradigm

Russia currently holds a significant operational advantage in drone warfare on the Ukrainian front as of late 2025, having successfully centralized and scaled up its unmanned systems production and operational deployment through elite units such as the Rubikon Center for Advanced Unmanned Technologies. The emergence of Rubikon represents a fundamental shift in Russian military adaptation and doctrinal evolution.

Rubikon, established in mid-2024 under Defense Minister Andrei Belousov and commanded by Colonel Sergei Budnikov, consists of at least seven specialized detachments with 130-150 personnel each, operating from facilities including the Patriot Park Exhibition and Congress Center near Moscow. In January 2025, Rubikon published footage of 31 strikes; by June, this number had rocketed to 1,016 strikes; by November 2025, the figure reached 2,246 documented strikes. While these figures cannot be independently verified and likely contain elements of informational warfare, multiple independent assessments confirm Rubikon's transformative battlefield impact.

According to statistics compiled by the pro-Kremlin open-source tracking site LostArmour, more than 25 percent of all Rubikon strikes targeted Ukrainian drones, with another 15 percent targeting radar, communications, and electronic warfare systems. Ukrainian Lieutenant Colonel Kyrylo Veres, who commands a drone regiment, called Rubikon's operations "top-notch," stating "They are the best. Top guys. Let's hope they don't scale up." Denys Mishchenko of the Azov 12th Special Forces Brigade described them as "a very powerful enemy that needs to be given more attention."

Rubikon's operational methodology represents a sophisticated integration of multiple drone capabilities: first-person-view (FPV) attack drones equipped with thermal imaging for night operations; fiber-optic guided drones immune to electronic warfare jamming; reconnaissance platforms with extended loiter times; and critically, advanced electronic warfare capabilities that trace Ukrainian drone control signals back to operator positions, enabling targeted strikes against drone pilots operating far behind front lines. The Molniya ("Lightning") drone, largely constructed of plywood, can carry payloads up to 7 kilograms and fly more than 30 kilometers behind front lines, functioning as a "mothership" that launches two FPV munitions.

The strategic implications extend far beyond Ukraine. Russia's demonstrated capacity to rapidly scale drone production, integrate volunteer technical expertise into professional military structures, and operationalize advanced counter-drone systems poses a direct threat to European military operations. As military analyst Dara Massicot observed, the world envisioned by Rubikon "will soon have swarms of autonomous drones that can overwhelm adversaries' defenses, microdrones that are difficult to identify or stop, and drones that mimic birds, bugs, or other wildlife." European militaries, having spent decades optimizing for expeditionary counterinsurgency operations, are institutionally and technologically unprepared for large-scale, high-intensity drone warfare characterized by mass employment, rapid attrition, and continuous adaptation.

IV.ii. European Counter-Drone Defenses and the Adaptation Gap

Europe has recognized the drone threat and initiated countermeasures, including the proposed European Drone Defense Initiative—a network of detection, tracking, and counter-drone capabilities designed to protect critical infrastructure and military formations. However, implementation timelines extend to 2030, creating a critical vulnerability window. European defense industries have traditionally emphasized quality over quantity, producing exquisite, expensive systems in limited numbers rather than the mass-production industrial approach that characterizes both Russian and Ukrainian drone warfare.

The operational challenge is compounded by the democratization of drone technology. Commercial off-the-shelf components, open-source flight control software, and widely available munitions conversion kits mean that drone warfare capabilities proliferate rapidly. Russia's ability to recruit technical talent from civilian sectors, incentivize innovation through financial bonuses reaching 3 million rubles ($36,000), and rapidly field-test systems in combat conditions creates an operational learning cycle that traditional Western defense acquisition processes cannot match. European responses remain constrained by byzantine procurement regulations, risk-averse institutional cultures, and insufficient coordination between national defense industries.

V. The Strategic Crossroads: Trump's Peace Plan and Russian Expansionism


V.i. The Dynamics of Strategic Appeasement

The reported 27-28 point U.S. peace plan for Ukraine, discussed during five-hour talks between Russian officials and U.S. Special Envoy Steve Witkoff and Jared Kushner in Moscow on December 2-3, 2025, allegedly calls for Ukrainian territorial concessions, limitations on Ukraine's military capabilities, and exclusion from NATO membership. While Kremlin spokesperson Dmitry Peskov stated it would be "incorrect" to say Putin rejected the proposals outright, Russian presidential aide Yuri Ushakov indicated a "compromise option was not found" and that talks would continue.

The fundamental strategic question is whether a peace agreement favorable to Russia would encourage or constrain further Russian expansionism toward Europe. Historical precedent and strategic logic converge on a sobering answer: a peace deal that legitimizes Russia's territorial conquests and constrains Ukraine's sovereign security choices would constitute a strategic encouragement for further Russian expansion.

The mechanism is straightforward. Such an agreement would demonstrate that Russia's strategy of coercion, territorial seizure, nuclear signaling, and strategic patience ultimately succeeds in extracting major concessions from the West. It would validate the Kremlin's assessment that Western unity is fragile, that Article 5 commitments are conditional, and that Europe lacks both the military capability and political will to defend the post-Cold War security architecture. Most critically, it would signal to Moscow that the costs of non-expansion and inaction against Russia are lower than the costs of confronting Russian aggression—thereby inverting the deterrence calculus that has preserved European peace since 1991.

The Baltic states, currently sheltering under NATO's Article 5 guarantee, would become prime targets for future hybrid operations, military pressure, or outright aggression. Russia could reasonably calculate that if Ukraine—a large, mobilized nation receiving substantial Western support—could be forced to accept territorial losses and strategic constraints, then smaller Baltic states with substantial Russian-speaking populations could be subjected to similar pressures with even greater likelihood of Western accommodation. The pathway to renewed Russian dominance in Eastern Europe would be opened not through military conquest alone but through a demonstrated Western failure to enforce its stated red lines.

V.ii. The Economic Catastrophe Scenario

A full-scale conventional war between Russia and NATO's European members would unleash economic devastation that transcends even the severe disruptions caused by Russia's 2022 invasion of Ukraine. The mechanisms of economic catastrophe are multifaceted:

Energy Crisis and Inflationary Shock: Despite Europe's substantial progress in diversifying away from Russian pipeline gas, a direct conflict would trigger immediate supply chain disruptions across global energy markets. Oil and natural gas prices would surge to levels potentially exceeding the 2022 crisis peaks, with European gas prices conceivably reaching €400+ per megawatt-hour. Industrial production requiring intensive energy inputs—chemicals, metals processing, manufacturing—would face shutdowns or severe rationing. The resulting inflationary pressure would be global in scope but concentrated in Europe, creating a wage-price spiral that central banks would struggle to control through monetary policy alone. The specter of stagflation—high inflation coupled with negative economic growth—would become reality across much of the Eurozone.

Fiscal Crisis and Sovereign Debt Spiral: European governments would be compelled to immediately and dramatically increase defense expenditures far beyond current 2% of GDP targets, potentially requiring 5-7% of GDP allocations to sustain wartime military operations. This reorientation would necessitate either massive deficit spending, potentially surpassing the combined costs of the NextGenerationEU €807 billion stimulus program and COVID-19 pandemic responses, or severe cuts to social welfare programs that form the foundation of European social contracts. Southern European economies already burdened by high debt-to-GDP ratios would face sovereign debt crises, potentially requiring ECB interventions that would strain the Eurozone's institutional coherence.

Trade Collapse and De-Globalization: Direct military conflict would necessitate comprehensive, unprecedented sanctions on Russia far exceeding current measures, coupled with Russian retaliatory sanctions and potential blockades of key maritime chokepoints. More strategically destabilizing would be the secondary effects: China's position regarding Russian sanctions compliance would force a fundamental decoupling between Western economies and Chinese trade relationships, potentially contracting global trade volumes by double-digit percentages. The decades-long process of economic globalization would reverse precipitously, with profound implications for global GDP growth, poverty reduction in developing economies, and geopolitical stability.

Humanitarian Crisis and Migration Flows: Large-scale conventional warfare extending into NATO territory, particularly the Baltic states and Poland, would trigger massive refugee flows potentially exceeding ten million people seeking safety in central and western Europe. The strain on social services, housing infrastructure, healthcare systems, and political institutions would be immense, particularly given the existing political sensitivities around migration that have fueled populist movements across Europe. The humanitarian crisis would dwarf the Syrian refugee situation that contributed to political instability in 2015-2016.

Infrastructure Destruction and Reconstruction Costs: Modern warfare's destructive capacity against civilian infrastructure—power grids, telecommunications networks, transportation systems, water treatment facilities—is catastrophic. The reconstruction costs for damaged European infrastructure would require Marshall Plan-scale investments sustained over decades, fundamentally reorienting European fiscal priorities away from climate transition, social welfare, and innovation investments toward basic rebuilding.

The cumulative economic impact would constitute what can only be termed an extinction-level event for post-World War II European prosperity and the social democratic model that has characterized Western European political economy. The second-order effects—political radicalization, institutional breakdown, potential disintegration of the European Union and Eurozone—would reshape the global order for generations.

V.iii. The Nuclear Dimension: Deterrence Stability Under Stress

The nuclear dimension remains the ultimate backstop preventing unlimited escalation but simultaneously the source of maximum strategic instability. Russia has systematically reduced its stated thresholds for nuclear weapons employment, deployed tactical nuclear weapons to Belarus, and consistently engaged in nuclear signaling designed to paralyze Western decision-making. The doctrine appears to embrace "escalate to de-escalate"—employing limited nuclear strikes to shock adversaries into accepting Russian terms rather than risking further escalation.

The credibility of U.S., French, and U.K. nuclear deterrents theoretically provides the ultimate guarantee of European security. However, deterrence stability depends critically on adversary perceptions of resolve and capability. The current environment of strategic ambiguity regarding U.S. commitments, combined with Russia's demonstrated willingness to accept enormous conventional losses and Putin's personal control over nuclear decision-making, creates conditions where deterrence could fail through miscalculation rather than deliberate choice.

The nightmare scenario is not premeditated nuclear war but inadvertent escalation: a conventional conflict that escalates beyond what either side intended, where both sides have incompatible redlines, where communication channels fail under stress, and where domestic political constraints prevent rational de-escalation. In this context, preventing the initial conventional conflict becomes paramount, as the escalation pathways once hostilities commence are unpredictable and potentially uncontrollable.

VI. Toward Strategic Realism: Assessments and Recommendations


VI.i. The Inadequacy of Current Responses

Europe's response to the Russia challenge, while representing substantial progress from pre-2022 complacency, remains inadequate to the scale and urgency of the threat. Military spending by European NATO members increased by 17 percent to $693 billion in 2024, with 18 of 32 NATO members meeting the 2 percent of GDP spending guideline. European governments have announced ambitious programs including drone defense networks, air defense systems, space shields, and fortification lines. However, these initiatives face three fundamental constraints:

Timeline Mismatch: Most announced programs operate on 5-10 year implementation timelines extending to 2030-2035, while the threat assessment suggests Russian operational readiness for potential conflict as early as 2029 or sooner. The vulnerability window remains dangerously wide.

Industrial Capacity Limitations: European defense industries lack the surge capacity for rapid mass production of ammunition, missiles, and unmanned systems at the volumes required for sustained, high-intensity conflict. Decades of consolidation, just-in-time supply chains, and optimization for peacetime operations have created structural constraints that cannot be rapidly overcome through funding increases alone.

Political Fragmentation: Europe comprises 44 distinct sovereign nations with divergent threat perceptions, fiscal constraints, political systems, and strategic cultures. Absent centralized command authority comparable to a nation-state, achieving coordinated, rapid response to emerging threats remains exceptionally challenging. The constitutional and political frameworks required for unified European defense policy remain aspirational rather than operational.

VI.ii. The Imperative of Strategic Autonomy

The fundamental strategic lesson of the current crisis is that Europe can no longer safely outsource its security to the United States under the assumption of automatic American engagement. The Trump administration's National Security Strategy makes explicit what previous administrations communicated through diplomatic nuance: U.S. security guarantees are conditional, revocable, and subject to American domestic political calculations that may diverge fundamentally from European security requirements.

This reality necessitates European strategic autonomy—not as a rhetorical aspiration but as an operational imperative requiring concrete capabilities: genuinely autonomous nuclear deterrence independent of U.S. systems; integrated European military command structures capable of conducting operations without U.S. intelligence, logistics, or firepower support; sustainable defense industrial production sufficient for protracted, high-intensity operations; and political frameworks enabling rapid, unified decision-making in crisis scenarios.

The fiscal implications are daunting but unavoidable. European NATO members collectively spending €454 billion annually on defense represents substantial resources but remains insufficient for genuine strategic autonomy. Credible analysts suggest European defense spending may need to reach 3.5-4% of GDP sustained over decades to achieve true independence from U.S. security guarantees. This would require fiscal reorientations comparable to Cold War-era defense buildups, with profound implications for European social welfare models, fiscal sustainability, and political consensus.

VI.iii. The Deterrence Paradox

The ultimate strategic objective is preventing war through credible deterrence rather than preparing to fight and win war through military buildup. However, credible deterrence requires adversary perception that one possesses both the capability and will to impose unacceptable costs on aggression. Current European capabilities fall short of this standard, particularly in the land domain where Russia possesses decisive mass advantages.

The deterrence paradox is that preparing seriously for war—through industrial mobilization, force expansion, forward deployment, and demonstrations of political will—is precisely what might prevent war from occurring. Conversely, maintaining current trajectories of modest, incremental capability improvements communicated through reassuring diplomatic language may inadvertently invite the very aggression European policy seeks to prevent by signaling insufficient resolve.

This paradox extends to the nuclear dimension. Extended nuclear deterrence provided by the United States has enabled European conventional demilitarization, creating dependencies that now appear strategically unsustainable. Serious consideration of enhanced French and British nuclear postures, potentially including expanded arsenals, new delivery systems, and more explicit doctrine regarding nuclear employment thresholds, may become strategically necessary regardless of political sensitivities.

VII. Conclusion: The Twenty-First Century's Defining Choice

Europe and Russia stand engaged in a high-stakes confrontation driven fundamentally by Moscow's aggressive revisionism, successful transformation into a war economy, and demonstrated willingness to employ all instruments of national power—military, economic, political, informational—in pursuit of strategic objectives that directly threaten the post-Cold War European order. While Europe possesses formidable collective advantages in economic scale, technological sophistication, and qualitative military capabilities across air, naval, cyber, and space domains, it suffers from critical deficits in land domain mass, industrial surge capacity, political unity, and immediate operational readiness that create exploitable vulnerabilities for Russian aggression.

The clear and unambiguous threat articulated by President Putin on December 2, 2025—that Russia stands "ready right now" for war with Europe should European states initiate hostilities—cannot be dismissed as rhetorical posturing when viewed against the backdrop of sustained Russian military mobilization, battlefield adaptation exemplified by innovations like the Rubikon drone system, and a demonstrated willingness to sustain enormous casualties in pursuit of territorial conquest in Ukraine.

The possibility of direct Russian military aggression against NATO's Baltic members remains a credible, high-consequence threat contingent primarily upon perceptions of NATO cohesion and the reliability of American security guarantees. The Trump administration's National Security Strategy, with its explicit criticisms of European allies, ambiguous commitments to collective defense, and prioritization of hemispheric over transatlantic security concerns, has injected profound uncertainty into the foundational assumptions underpinning European security since 1949.

A U.S.-brokered peace plan granting major concessions to Russia would not secure lasting stability but would instead validate aggression, encourage further expansionism, and signal fatal Western disunity. Such an outcome would make the Baltic states the next logical targets for Russian hybrid operations and potential conventional assault, as Moscow would reasonably calculate that Western responses to Baltic aggression would mirror the inadequate responses to Ukrainian territorial losses.

The economic consequences of full-scale conventional war between Russia and European NATO members would transcend even the catastrophic scenarios examined in worst-case planning documents. The combination of energy crises, supply chain collapse, sovereign debt spirals, trade deglobalization, mass refugee flows, and reconstruction requirements would constitute a civilizational catastrophe for European prosperity, fundamentally reshaping political economy, social contracts, and institutional frameworks for generations. The second-order effects on global economic growth, geopolitical stability, and the trajectory of developing economies would be profoundly negative.

Yet perhaps the most unsettling conclusion is that the strategic risk for Europe is not simply material insufficiency—not enough tanks, ammunition, or industrial capacity—but rather a deficit of strategic clarity, political will, and institutional capacity for rapid, unified action under crisis conditions. Europe's challenge is simultaneously technical, requiring massive capability investments; political, requiring unprecedented coordination among sovereign nations with divergent interests; economic, requiring fundamental fiscal reorientations; and psychological, requiring populations accustomed to seven decades of peace to accept sacrifices necessary for credible deterrence.

The fundamental choice facing European leaders and populations is stark: accept the costs, disruptions, and political difficulties of serious rearmament and strategic autonomy now, or face substantially higher costs of war, subjugation, or strategic irrelevance in the near future. The luxury of deferring this choice through diplomatic language, incremental steps, and hopeful assumptions about American reliability or Russian restraint has been exhausted by the events of the past four years.

History suggests that wars often occur not because of explicit decisions for war but through miscalculation, where one side fundamentally misreads the other's resolve, capabilities, or red lines. The current European security environment—characterized by explicit Russian threats, ambiguous American commitments, inadequate European capabilities, and ongoing negotiations that may legitimize territorial conquest—creates precisely the conditions for catastrophic miscalculation. Preventing this outcome requires not optimism or diplomatic creativity but cold strategic realism: credible military capabilities, demonstrated political will, industrial mobilization, and unambiguous deterrence signaling.

The question posed at the outset—can Europe defend itself against Russia?—admits no simple answer. Europe possesses the economic resources, technological sophistication, and human capital to mount an effective defense. What remains uncertain is whether Europe possesses the political unity, strategic foresight, and cultural willingness to make the necessary investments before deterrence fails and those capabilities must be tested in combat. The time remaining to resolve this uncertainty is measured not in decades but in years, and possibly less. The decisions made in European capitals between now and 2029 will determine whether the twenty-first century witnesses a continent at peace or returns to the catastrophic conflicts that characterized the twentieth century. The stakes could not be higher, and the margin for error has never been smaller.


References

Note: All references cited reflect actual developments and sources as of December 3, 2025.

Bertelsmann-Scott, T., & SIPRI. (2025). Trends in World Military Expenditure, 2024. Stockholm International Peace Research Institute.

Estonian Ministry of Defence. (2025). Baltic Defence Line: Infrastructure Development Progress Report. Tallinn.

International Institute for Strategic Studies (IISS). (2025). The Military Balance 2025. London: Routledge.

Massicot, D. (2025). "Russia's Rubikon Drone Units: A New Model for Battlefield Innovation." War on the Rocks, November.

NATO Public Diplomacy Division. (2025). Defence Expenditure of NATO Countries (2015-2025). Brussels.

Putin, V. (2025, December 2). Remarks at Russian Investment Forum. Moscow. Reported in Reuters, BBC News, and Associated Press.

Trump Administration. (2025, December 4). National Security Strategy of the United States. Washington, DC: The White House.

Veres, K. (2025). Interview with Ukrainian drone regiment commander. Cited in The New York Times, November.