The new intervention by Donald Trump is not just another overreaction by the US president. It constitutes a clear strategic statement with multiple recipients and, above all, with one main target: Germany!

The simultaneous threat to withdraw US troops from European bases and the simultaneous tariffs on European cars exported to the US are not piecemeal moves. They are the two legs of a unified political pressure that goes to the heart of European security and economy.

This is not, however, the first time this issue has been raised. Already, as early as 2020, Trump had announced a plan to significantly reduce US forces in Germany, which was ultimately not fully implemented as it met with opposition both in Congress and the US military establishment. This evidence confirms something crucial, that beyond Trump’s own known shifts in positions, there is an institutional and strategic background in the US that does not allow for easy, abrupt reversals, but does not negate the general direction.

On the military level, the possibility of a reduction in US presence in Germany – and possibly in countries like Spain and Italy – is not merely symbolic. It represents a structural blow to the functioning of NATO. Germany serves as a key logistics, force transfer and strategic planning hub for the Atlantic Alliance. A weakening of this matrix would create gaps not only operationally but also politically.

However, the European response is not unified and this is perhaps the biggest problem. For countries like Poland and the Baltic states, a US military presence is not a negotiable but an existential necessity, even if it means increased economic costs. By contrast, France insists on the idea of Europe’s strategic autonomy. This internal fragmentation undermines in advance any serious attempt at European “coming of age.”

On the economic dimension, tariffs on European cars are hitting German industry hard, revealing that the economy is being used as a tool of geopolitical pressure. Washington is no longer confined to a relationship of mutual benefit, but is attempting to reshape the terms of power within the West. In this context, his “America First” policy is not just a personal obsession of Trump. It is an expression of a broader, bipartisan US tendency to shift its strategic weight towards the Pacific and to demand a greater contribution from Europe. This shift had already begun under Barack Obama, albeit in milder tones. This means that the problem for Europe is not a cyclical one, it is structural!

The question, then, is not whether these pressures will continue… The question is whether Europe can stop acting as a “geopolitical security consumer”. For decades, the European continent has enjoyed an almost “free” security regime under the US umbrella. Today, this model is collapsing and the “tariff” of this long complacency is about to be “paid”!

American-European relations are thus entering a new phase, where the concept of alliance is not taken for granted, but is under constant negotiation. The pressure being exerted is not merely economic or military… It is existential! It is about whether Europe can transform itself from a passive security recipient into an autonomous geopolitical actor or whether it will continue to simply react instead of shaping developments!