The subtext here is brutally simple: Putin knows Trump is willing to withdraw from NATO, taking 70% of its defense budget with him, if Putin’s demands aren’t met. At that point, NATO becomes little more than letterhead, and new territorial “realities” manifest regardless of NATO’s protests. Putin’s saber-rattling serves a calculated purpose–he knows the actual foundation of NATO’s power is already compromised through Trump.

Expect this antagonistic posturing from Putin to increase. Trump is already looking for an excuse to leave NATO, and his staff have outlined the executive branch’s unilateral power to do so. Putin’s role, which he’s gleefully accepting, is to provoke NATO into actions that will give Trump his justification for withdrawal.

The withdrawal seems nearly inevitable at this point, especially given Trump’s planned purge of military leadership. While the EU is attempting to plan for this contingency, losing 70% of your military strength is essentially an insurmountable problem for a coalition that has structured its entire defense strategy around U.S. backing.

The numbers here are stark: the U.S. spends four times what all EU member states combined spend on military funding - not just NATO allocations but total military spending. This creates an irrefutable power imbalance within the coalition. When Trump previously threatened withdrawal, NATO’s attempts to develop alternative deterrent strategies went nowhere because the EU simply cannot afford to compensate for a U.S. exit. They essentially did nothing and hoped Biden’s election would solve the problem.

This allowed the EU economy to avoid difficult choices, as making up for a U.S. withdrawal would likely destabilize the European economy. But now they face an impossible dilemma: attempt to compensate for U.S. withdrawal and risk economic crisis, or maintain current spending levels and leave member states critically exposed. Many NATO states, like Estonia, have defense strategies that amount to “try to survive for two weeks until NATO arrives.” Putin understands the leverage he’s gained through Trump and the Republican party’s capture of the federal government. It’s tremendous leverage. The EU should be in crisis mode, but they seem unable or unwilling to fully grasp that U.S. withdrawal from NATO isn’t just possible but probable.

Pay attention. The tectonic plates of geopolitics are shifting beneath our feet.

The ultimatum is give him whar he wants or else he’s going to keep sending his military age men to get blown up by Ukrainian drones.

The ultimatum is to finally ban Newsweek for the complete gutter trash it is.

The title is quite misleading. Scholz is leader of a NATO country, but it reads like an ultimatum was issued to the leader of NATO, which Scholz is definitely not.