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Trump pulls US missiles, Europe faces deterrence gap

Financial Times Companies •
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President Donald Trump’s decision to scrap a U.S. battalion equipped with long‑range missiles and to pull 5,000 troops from Germany has stripped Europe of a key stop‑gap deterrent. The move follows a spat with German Chancellor Friedrich Merz over Iran and coincides with the Pentagon’s broader retreat from Europe. Analysts warn the gap plays directly into Moscow’s strategic calculus.

The abandoned deployment, announced at the 2024 NATO summit, would have brought Tomahawk cruise missiles, SM‑6 ballistic missiles and the hypersonic “Dark Eagle” to German soil, a symbolic proof of U.S. commitment. In response, Germany, France, Poland, the UK, Italy and Sweden launched the ELSA programme to co‑develop mid‑ to long‑range missiles, a effort still years from a production contract.

Defence ministers now face pressure to fund domestic missile projects while industrial partners scramble for contracts. With no U.S. timeline for replacing air‑defence, strategic airlift or satellite‑intel assets, European capitals must re‑prioritise budgets toward indigenous DPS capabilities. The immediate consequence is a tangible security shortfall that forces NATO members to seek alternative procurement pathways across the alliance in the short term.