Will Trump Withdraw the U.S. from NATO in 2025?
Comprehensive Assessment of Potential U.S. Strategic Shifts with the NATO Alliance
by Umut Akarsu
1. Context & Background
Trump's relationship with NATO has been historically strained due to his criticism of the alliance, particularly regarding defense spending and the perceived imbalance in defense responsibilities. In 2018, Trump threatened to withdraw the US from NATO if allies did not increase their military budgets. Despite his harsh rhetoric, the US has continued to engage with NATO in practice, maintaining a significant military presence in Europe.
2. Key Indicators of a Possible U.S. Exit
Reduction of U.S. Troops in Europe
There have been signals from Trump's administration that troop withdrawals from Europe may be imminent. Defense Secretary Pete Hegseth has hinted at a reduction of US forces stationed in Europe, though no official Pentagon orders have been given. If these reductions materialize, they could indicate a shift away from NATO's military structure, serving as a precursor to a potential exit or at least a strategic disengagement from the alliance.
Shift in U.S. Foreign Policy Priorities
Trump's administration has shown signs of prioritizing relationships with Russia over traditional NATO commitments. For instance, the US refused to co-sponsor a UN resolution condemning Russia's actions, signaling a shift in diplomatic alignments. Furthermore, Trump has proposed the idea of reintegrating Russia into the G7, which could undermine NATO's unified stance against Russian aggression and raise concerns about the alliance's future.
Rhetoric Against NATO & European Security
Trump's rhetoric continues to downplay the importance of NATO and European security. His administration has stated that the US will no longer bear the brunt of European defense, suggesting a shift in US priorities. Some European officials have even argued that Trump has effectively "switched sides" by aligning himself more closely with Russia. This rhetoric fuels speculation about NATO's future, with some viewing it as a threat to the alliance's cohesion.
3. Factors Suggesting the U.S. May Stay in NATO
Official Statements of Commitment
Despite his criticisms, Trump has not explicitly stated that he will withdraw the US from NATO. Defense Secretary Pete Hegseth reassured European allies that the US remains committed to the alliance. While Trump's stance toward NATO is hostile, European leaders acknowledge that a full US exit is not yet imminent, and NATO still serves as a strategic platform for American influence.
Strategic & Economic Considerations
NATO provides the US with significant global influence and strategic advantage, particularly in European defense. The US has also increased arms sales to European nations post-election, indicating that economic and defense interests are still aligned with maintaining transatlantic ties. A complete withdrawal from NATO would diminish the US's leverage in European security and could lead to unintended geopolitical consequences.
Potential Congressional & Institutional Pushback
A withdrawal from NATO would likely face strong opposition from Congress, with both Democrats and Republicans supporting the alliance. Additionally, key defense institutions, including the US military, defense contractors, and intelligence agencies, strongly favor continued NATO membership. This institutional support would make a full exit challenging in the short term, and even in the medium term, would require overcoming significant political and legal barriers.
4. Timeline & Predictions
Short-Term (0-6 months)
Expect troop reductions and a reduced military presence in Europe. Diplomatic distancing from NATO is also probable, with the US focusing more on bilateral agreements and reducing its commitment to collective defense.
Medium-Term (6-18 months)
Trump is likely to push for European self-reliance, potentially encouraging higher defense spending by European nations. There could also be cuts to NATO funding and a stronger rhetoric against the alliance's structure.
Long-Term (18+ months)
A complete US exit from NATO remains uncertain, but it is possible, depending on the political climate, election results, and the ongoing Russia-Ukraine conflict. The US might continue to pressure NATO members, but full withdrawal would be a complex and challenging process politically.
Reasons for Caution on Full Withdrawal
1. Political and Legal Barriers
- With Congress strongly supportive of NATO, especially in a bipartisan manner, the legal and institutional pushback would be immense. The US military, defense contractors, and intelligence agencies rely heavily on NATO for geopolitical leverage and defense cooperation.
- NATO is a cornerstone of US foreign policy. The strategic importance of maintaining a leadership role in the alliance is immense, and pulling out of NATO would lead to a massive loss of international influence.
2. Economic and Strategic Considerations
- The US has a vested interest in maintaining its presence in Europe—particularly with Russia's aggression and the increasing defense spending by European nations.
- Arms sales to European nations post-election indicate a continued economic interest in maintaining strong ties with Europe through NATO.
3. Unpredictability in the Medium to Long Term
- While Trump's rhetoric suggests a desire to reduce US involvement, it's unlikely he will fully sever ties due to complex diplomatic consequences.
- The political landscape is fluid, and shifts in global security dynamics could force the US to reconsider a full NATO exit.
What Would Change The Situation?
Dramatic Political Changes
A major shift in US domestic politics—like a second Trump term where he has even more latitude to push through foreign policy changes—could alter the calculus. However, even then, institutional pushback would be considerable.
Worsening Relations with NATO
If European nations significantly reduce their defense commitments or if major NATO members begin to drift away from US leadership, Trump may find it politically easier to justify a departure. But as it stands, most European leaders are pushing for stronger, not weaker, alliances with the US.
Betting Strategy
Immediate Term (0-6 months)
No full withdrawal. The bet here is on continued US presence, with some reductions in troop numbers and military engagement, but no formal exit. Bet on strategic withdrawal and more focus on European self-reliance.
Medium Term (6-18 months)
Strong rhetoric against NATO, with some funding cuts and continued pressure on European countries to increase their defense budgets. However, a full exit still seems unlikely. Gradual disengagement is the more likely bet here.
Long Term (18+ months)
The likelihood of a full exit remains low. If it were to happen, it would depend on the political climate post-Ukraine conflict and the US presidential elections. But for now, the safest bet is on strategic weakening of NATO rather than a complete break.
Risk Assessment
Given the institutional support for NATO, economic interests, and political pushback from Congress and allies, gradual disengagement rather than a full exit is more likely. While Trump will likely continue to challenge NATO, especially with regard to defense spending and Europe's dependence on the US military, the long-term strategic interests of the US make a full withdrawal unlikely.
In summary, while Trump is unlikely to leave NATO outright, his policies and rhetoric are likely to significantly weaken the alliance, shifting responsibility for European defense increasingly onto European nations themselves.