Popular
Tags
And
Topics

These are the most popular, relevant themes right now — a good place to catch the latest expert discourse.

China Factor
Global energy markets
Energy geopolitics
NATO strategy
Nuclear deterrence
1 month ago
NATO strategy
Nuclear deterrence

Can Europe Build Its Own Nuclear Umbrella?

Deepening doubts about the reliability of the United States’ extended nuclear deterrence have pushed Europe to seriously consider an idea that was long considered almost unthinkable: building its own nuclear umbrella. These concerns have grown markedly in recent months. The stance of the current US administration toward NATO allies, questions over American willingness to defend Europe in a high-stakes crisis with Russia, and the expiration of the New START treaty have led many European capitals to question whether they can continue to fully rely on Washington’s nuclear guarantee.

France has responded with a significant doctrinal evolution. In his speech of 2 March 2026 at the Île Longue submarine base, President Emmanuel Macron introduced the concept of “forward deterrence” (dissuasion avancée), confirmed that France’s vital interests have a clear European dimension, announced an increase in the size of the French nuclear arsenal, and signalled greater openness to nuclear cooperation and strategic dialogue with European partners. These developments come on top of the July 2025 Northwood Declaration between France and the United Kingdom, which substantially strengthened bilateral nuclear coordination.

The central question this discussion addresses is: Can France and the United Kingdom provide a credible nuclear umbrella for Europe, either as a complement to or a potential replacement for the American one? Would such an arrangement strengthen deterrence vis-à-vis Russia, or would it introduce new strategic risks?

Pavel Podvig and William Alberque will offer sharply contrasting assessments of this critical issue.

👉 View contributor positions

avatar purple

Pavel Podvig

Researcher at Russian Nuclear Forces Project

avatar purple

William Alberque

Senior Adjunct Fellow at The Pacific Forum

4
0
2

Pavel Podvig: The mirage of a European nuclear umbrella

Would France or the United Kingdom be able to replace the United States in providing a nuclear umbrella for Europe? Not really. Let’s consider France, if only because it was Charles de Gaulle who asked that question about US extended deterrence – would the United States trade Boston for Paris? The question, of course, has never been really answered. Now that France stated that its vital interests have a European dimension, it would appear that France is prepared to provide a nuclear umbrella for Europe. But in reality, de Gaulle’s question will return to France: Would France trade Paris for Tallinn? What would be France’s options for stopping Russia’s aggression against a European ally? On the one hand, there is no doubt that the French nuclear arsenal can inflict serious damage on Russia by striking a range of Russian targets, military as well as civilian. Such a threat, in theory, might compel Russia to retreat. However, if we assume that this threat would deter Russia from continuing the aggression, we must conclude that the threat of Russia’s striking the same type of targets in France in response would deter France from threatening a strike to begin with. There is no way to separate these two – if France deters Russia, then Russia deters France.

This problem, of course, appears in the US extended deterrence arrangement as well, but there the calculation is different. The theory is that the threat of a US nuclear involvement is credible because the United States can lean on the full force of its strategic arsenal. In a nutshell, the United States can “hold at risk” enough military targets to ensure that its counterforce strike will “meaningfully limit the damage” to the homeland by weakening the adversary’s capability to retaliate. Furthermore, the idea is that the US will retain undisputed advantage in its ability to inflict damage in subsequent strikes. It is this prospect of eventual victory that is thought to lend credibility to the extended deterrence provided by the United States.

The US theory, of course, has its own problems; one is that it is not known how meaningful the damage limitation would actually be. An adversary can be content with inflicting some damage and may not be concerned that the damage could have been higher had it not been for the US counterforce strike. In the extended deterrence context, one serious issue is that the best way for the United States to limit damage to its homeland is to withdraw from the conflict altogether. These problems notwithstanding, there is at least a somewhat plausible argument that US extended deterrence works.

But it is also clear that it will not work for France or the United Kingdom. Neither country has a reasonable first-strike capability against Russia that would maintain superior damage-inflicting capability at any point of escalation. They could probably count on Russia being deterred from attacking them openly and directly, but there is no credible way they could use a nuclear threat to protect their allies in Europe should Russia attack them.

One might argue that a European nuclear umbrella would introduce enough uncertainty in Russia’s calculations to deter aggression, but uncertainty, like nuclear deterrence, is a double-edged sword. In fact, certainty would serve Europe far better. Had NATO been certain that nuclear weapons could not possibly be used in Europe, it would have had a much stronger hand in helping Ukraine in the war (and indeed avoiding it altogether). Of course, getting to that point would require making sure that Russia cannot use its nuclear weapons. This is difficult but not entirely impossible, and the first step is recognizing that the nuclear umbrella is a problem, not a solution.

- Pavel Podvig

Your Voice in the Topic

Got a question about the topic? Our experts are here to share their insights — but only members can ask. Want in? Become a member to join the conversation and get your questions answered directly.

ℹ️ No activity yet

Member Insights

These are personal ideas shared by members. They don’t reflect the official stance of the platform — just thoughtful takes from inside the community.

avatar purple

Alex Kolbin

Consultant at Independent

26 days ago

By asking "whether France or the UK can replace US extended deterrence", we already admit that the US extended deterrence is either incomplete or unreliable. That was mentioned in the introductory text as well, so I suppose everyone agrees on that. and the more precise question is whether France and UK can (need?) substitute something that is already ineffective? So here, the answer is probably yes, they can.

The deeper question, which, I think, was also addressed by Pavel, is whether nuclear deterrence as a concept still works in today’s environment. For example, Ukraine can receive precision strike capabilities that cover a very large share of Russia’s population, infrastructure and strategic depth, so Moscow’s deterrence is clearly not preventing Europe )NATO) from crossing thresholds that once looked untouchable. Current security environment suggests Europe may need less faith in old (also US-originated) strategic formulas and more investment in real (effective) tools of deterrence: precision strike, air and missile defence, AI, mobilisation, and the political will to absorb risk (the way Putin's Russia did so far). That's where today's deterrence lies, I think. Thus, another important question may be what set of non-nuclear capabilities can make nuclear coercion less effective?

0
0

avatar purple

Pavel Podvig

Researcher at Russian Nuclear Forces Project

1 month ago

I would agree with William that France and the United Kingdom can do quite a bit, even though many of these steps, like the development of a new warhead, not to mention the construction of submarines, are likely to take a very long time. The question, however, is not whether this is possible, but whether this would help. I don't think one can "[leave] aside doubts on the efficacy of nuclear deterrence overall and extended deterrence as a subset thereof" in answering this question. Yes, France was traumatized by its experience in the Second World War, but would that be enough to risk serious damage to France in an attempt to prevent Russia from seizing some NATO territory? I don't see a scenario in which it would be. If the argument is that a more diverse nuclear arsenal, with ALCM-N and similar weapons, would help keep a nuclear exchange "over there," away from France's (or UK's) territory, then it is also not clear how this would help repel an aggression. France and the UK would have every incentive to keep the conflict away, even at the cost of ending the conflict on unfavorable terms. It's not a question of warhead designs or policy coordination. It's a structural problem that cannot be simply left aside.

0
2

Want to launch your own topic or contribute to an existing discussion on StarkTalk?

📩 Contact us at contact@starktalk.com with a brief introduction of yourself, your expertise, and the topic you would like to propose.

Author's Note
How StarkTalk Works
Conditions of Use
Legal Notice
Privacy Policy
Become a member

Copyright © 2026 StarkTalk

Sign In / Register

Contributors

Contributors are verified experts who present positions, engage in structured exchanges, and respond to questions. Their contributions define the substance of each discussion.

avatar purple

Samuel Charap

Distinguished Chair in Russia and Eurasia Policy

avatar purple

Edward Chow

Consultant

avatar purple

Tatiana Mitrova

Global Fellow

avatar purple

Pavel Podvig

Researcher

Copyright © 2026 StarkTalk