Diplomacy
Munich Security Report warns of US-led dismantling of global order
The Munich Security Report (MSR), titled “In the Destruction Phase” and released ahead of this Friday’s Munich Security Conference, concludes that the US administration is systematically dismantling the international order established after 1945.
According to MSR 2026, this shift is driven by the rise of rival states within that very “order.” The report suggests that the Trump administration and far-right forces in Europe can rely on broad public support in their efforts to dismantle existing structures. Facing a pervasive sense of crisis, these groups sympathize with “destruction politics” because they see no future for themselves in the current system.
However, the MSR warns that this environment does not favor the “weakest” but rather the “most powerful actors in the international system.”
An era of “destruction politics”
The 2026 Munich Security Report describes an era of “destruction politics” characterized by the systematic dismantling of the post-1945 international order. Under the second Trump administration, the US has transformed from the primary architect of global stability into a disruptive force, withdrawing from multilateral institutions and significantly slashing humanitarian aid. The report argues that the American retreat—coupled with the war in Ukraine and China’s growing influence—has forced European and Indo-Pacific allies into a “struggle to find strategic autonomy.”
Identifying a “deep pessimism” across G7 nations, the report highlights that many citizens have lost faith in the ability of democratic governments to manage inequality, climate change, and security. Consequently, traditional alliances are devolving into “transactional” relationships, leaving the international community facing an existential crisis. The remaining “rules-based actors” are now compelled to forge new, independent partnerships.
The Munich Security Report adds that current political upheavals should not be attributed solely to President Donald Trump’s “personal beliefs.” Instead, the MSR points to the fact that these disruptions are rooted in the still “extraordinary” power of the US and the specific interests of American elites.
The return of “spheres of influence”
According to the report, “destruction politics” is redefining the global order by discarding the institutions, norms, and alliances of the post-1945 system in favor of a transaction-based, power-oriented approach. Led by the US—the former architect of the old order—this dynamic favors “comprehensive destruction” over incremental reform, based on the premise that existing structures are broken beyond repair.
For example, the “Pax Americana” security umbrella is being replaced by a volatile environment where security is conditional and alliances are viewed as financial liabilities rather than strategic assets. The US administration now approaches international relations through the lens of “deal-making” rather than shared values.
Under the threat of a US withdrawal, NATO allies are being forced to accept defense spending targets of 3.5% to 5% of GDP. Security guarantees are increasingly linked to economic concessions, transforming partnerships into fragile “patron-client relationships.” Core norms, such as territorial integrity and the prohibition of the use of force, are being openly questioned. The report cites the US threat to “acquire” Greenland, military operations in Venezuela characterized as “enforcement of domestic law,” and pressure on Ukraine to cede territory to Russia as prime examples.
The MSR suggests this shift marks a transition toward a “post-legal” world where the only limit on power is the leader’s “own morality.” Pointing to a fragmentation of the global order into regional spheres of influence (a new Großraumpolitik), the report believes the US National Security Strategy prioritizes “American primacy in the Western Hemisphere” while effectively ceding other regions to rival powers like China and Russia.
Similarly, the global trade system is shifting from a “rules-based” framework governed by the World Trade Organization (WTO) toward a landscape dominated by economic nationalism and coercion. According to the MSR, these actions trigger unprecedented economic uncertainty, often described as the “highest tariff.” While some countries attempt to form new trade coalitions independent of the US to preserve the “rules-based system,” the general trend is toward fragmentation and a “law of the jungle” economy where the strong prey on the weak.
The report criticizes the politics of “creative destruction” in problem-solving, warning that this approach could leave the international order in “ruins” and create a world that “privileges the rich and powerful while leaving vulnerable populations and small states at the mercy of great powers.”
Two focal points: Europe and the Indo-Pacific
The report defines the regional consequences for Europe and the Indo-Pacific as the erosion of the traditional US-led security order, the rise of aggressive regional powers, and a forced adaptation to a more “transactional and unpredictable” US.
For Europe, the primary consequence is the collapse of the “Pax Americana” security umbrella, which previously allowed the continent to prioritize prosperity over hard power. Identifying Russia’s ongoing war in Ukraine and an intensified “hybrid war” campaign as the most significant threats to European security, the report claims Moscow has shifted to a “full war economy” and is actively testing European defenses through sabotage, cyberattacks, and airspace violations.
According to the organizers of the Munich conference, intelligence estimates suggest that Russia could restructure its forces shortly after a potential ceasefire to threaten the Baltic Sea region. The report emphasizes that the US has sharply reduced military aid to Ukraine, forcing European nations to create mechanisms like the “Priority Ukraine Needs List” (PURL) to sustain Kyiv’s war effort. Furthermore, a leaked US peace plan reportedly blindsided European capitals by suggesting territorial concessions for Ukraine and a rejection of NATO membership—moves that serve Russian interests.
While European countries increased their defense budgets by approximately 41% between 2021 and 2025, they remain heavily dependent on US military equipment. Efforts to build “strategic autonomy” are hampered by uncoordinated procurement and financial constraints, leaving the continent vulnerable during its difficult transition from a security consumer to a security provider.
In the Indo-Pacific, US “unpredictability” has created a power vacuum that China is “aggressively” seeking to fill, forcing regional actors to re-evaluate their alliances. The report notes a shift from US hegemony toward Chinese dominance. The long-promised US “pivot to Asia” is seen as unfulfilled; instead, the US administration has alienated allies through coercive economic policies, including “Independence Day” tariffs that have caused economic chaos in Japan and South Korea.
Allies perceive US actions as self-serving steps focused on burden-sharing and deal-making with Beijing, rather than principled security guarantees. In response, regional powers like Japan, South Korea, and Australia are significantly increasing defense spending and deepening bilateral partnerships. However, harboring doubts about US “reliability,” many countries are pursuing “hedging” strategies by drawing closer to China. For instance, New Delhi is expanding economic ties with Beijing, while ASEAN is broadening its free trade area with China.
Both regions face a “new era of uncertainty,” forced to navigate a security environment characterized by US withdrawal and the “assertive stance of authoritarian powers.”
Trump’s partners in destruction: The European right
The Munich Security Report also examines why the Trump administration’s policies enjoy broad approval, similar to those of far-right forces in Europe. The report points to a deep economic and social crisis in the Western world. For many, the “current order” is directly associated with the cost-of-living crisis, rising inequality, the end of social mobility, and stagnant or declining living standards.
According to a survey conducted for the Munich Security Conference, a relative majority of the population in Western countries firmly believes that future generations will be worse off as a result of current government policies. In Germany, France, and the UK, this figure exceeds 50%. Conversely, 61% and 80% of the populations in India and China, respectively, believe future generations will be better off.
In the West, an increasing number of people believe their political systems have failed and that governments can no longer make the necessary corrections. According to the report, this sentiment fuels the acceptance of “destruction politics.” Political forces promising to lead their countries to a new greatness by breaking free from the constraints of the existing order are gaining prominence, with the Trump administration at the forefront of this movement.
The MSR identifies Trump alongside other politicians working to dismantle norms—such as Argentine leader Javier Milei—referring to them as “demolition men.” These groups are classified as part of a broader “destructionist” movement fueled by dissatisfaction with the status quo. Rather than seeking reform, they are characterized by a “desire for destruction” (Zerstörungslust) and a will to tear down existing institutions. These figures believe in a world shaped not by “international rules,” but solely by the “will of the great powers.”
The report emphasizes that the traditional Western “liberal internationalist” understanding is being openly challenged by an “illiberal-nationalist” counter-proposal. This internal division weakens the alliance’s normative bond, while some leaders, such as Giorgia Meloni, attempt to bridge the gap with slogans like “Make the West Great Again.”
Social Darwinism returns in the guise of geopolitics
The authors of the Munich Security Report warn that the elimination of all international norms will not lead to the “creative construction” of a new, tolerable order. Instead, they foresee a “world full of rubble” that the strongest in the international system can exploit for their own ends, while the “weakest” at the bottom face the danger of being crushed.
At this year’s Munich Security Conference, the US delegation will be led by Secretary of State Marco Rubio and two billionaires, Steve Witkoff and Jared Kushner. Neither holds an official political office, yet both serve as the President’s chief negotiators in various major conflicts and are board members of the Peace Board, an organization directly reporting to Trump.
The report notes that “public” interests are being displaced by “private” interests, pointing out that in the US, the President’s policies can no longer be separated from the real estate and crypto interests of his inner circle.
Diplomacy
FIFA abandons $4.2 billion commercial stake sale following widespread revolt
FIFA and Gianni Infantino have backed down from plans to sell a stake in the organization’s commercial and event operations following widespread backlash.
In a statement issued late Friday night, the embattled FIFA president said:
“After carefully listening to all views, it has become clear that this project, regardless of the level of support, causes divisions that are now contrary to the interests of the objective originally established. Our goal has always been, and will always be, to unite and improve. As a result, this proposal will not be implemented.”
Infantino’s proposal met with fierce resistance from UEFA, CONCACAF, and the Asian Football Confederation (AFC).
UEFA indicated that all 55 of its members would boycott FIFA competitions, including the World Cup, if the plans remained on the table.
In its statement, FIFA noted that “nobody is selling football,” and while asserting that it “acknowledges and respects the feedback and concerns expressed publicly,” emphasized that it would continue to implement suggestions.
It added that it “reaffirms its commitment to an open and democratic process of consultation.”
Shortly after FIFA issued its statement, the AFC released its own declaration of solidarity with UEFA and the Confederation of North, Central America and Caribbean Association Football (CONCACAF).
Infantino subsequently suffered two major internal blows.
First, his adviser Carlos Cordeiro resigned from his position, sharply criticizing the plan in a statement as “a bad deal for FIFA member associations, a bad deal for football, and a bad deal for the long-term future of the game.”
Then, FIFA Chief Operating Officer Kevin Lamour told the Associated Press that staff felt “deceived” by Infantino and that after raising the issue, he would “sleep better, even at the cost of losing his job.”
Lamour said:
“This is the project of a single person. Leaving aside that this project should not proceed… it is now time for the political leaders of world football to ask themselves the right questions and make the right decisions.”
These developments left Infantino cornered, and by Friday afternoon, numerous figures within the organization—speaking to The Athletic on condition of anonymity to protect their jobs—believed it was no longer a question of “if” the cord would be cut, but “when.”
Joshua Kushner’s venture capital firm Thrive had not withdrawn from the deal as of Friday night, but that became moot when FIFA management ultimately decided to kill the project via a public statement.
Joshua Kushner is the brother of Jared Kushner, the son-in-law of Donald Trump.
On Tuesday, world football’s governing body had announced its intention to establish FIFA Forward Enterprises (FFE), a new private entity to manage its flagship events, including the World Cup and the Club World Cup, with plans to sell a 21% minority stake in FFE to external investors.
The sale was targeted to generate $4.2 billion (£3.2 billion) in revenue. FIFA stated that this amount could be immediately distributed to its 211 member associations under a new funding stream named the “FIFA Fast-Forward Program” (FFFP).
Under the plan, FIFA’s total development funding would have exceeded $10 billion over the next four years.
Despite mounting criticism in recent days, FIFA confirmed that if member associations opposed the FFE plan but the proposal was accepted, the dissenting federations would each receive $20 million (£14.9 million) for the 2027–30 cycle, regardless of whether shares in FFE were sold to private investors (to be followed by $22 million for 2031–34 and $24 million for 2035–38).
However, had a given member association accepted the FFE proposal, it would have received $40 million for the 2027–30 period, with subsequent payouts remaining the same.
The three confederations that explicitly took a stand against FIFA’s plan represent 137 of the 211 FIFA member associations.
FIFA had stated that for the proposal to move forward, it required the approval of a majority of the 211 member associations as well as the 37-member FIFA Council, which consists of Infantino and eight FIFA vice presidents.
Strategic reactions and leadership crisis
South American football confederation CONMEBOL did not reject the plans in a statement on Friday, but noted that financial and commercial decisions “must always serve the interests of football and never take precedence over the essence of the game.”
According to a report by The Athletic, Infantino’s future leadership of FIFA was called into question during UEFA and CONCACAF meetings held on Thursday.
Infantino assumed the FIFA presidency in February 2016, succeeding Sepp Blatter, and was expected to run unopposed in the next election scheduled for March 2027.
There is also talk among European officials of putting forward Nasser Al-Khelaifi, the Qatari CEO of beIN Media, to run against Infantino.
Lise Klaveness, President of the Norwegian Football Federation, told VG: “My clear impression right now is that he has suffered a major loss of trust. We did not vote for him last time and were skeptical about this. There are many good aspects to FIFA, but if you take a lax approach to governance principles and rules, you lose trust quickly.”
Diplomacy
Defense Priorities director warns US air strategy in Middle East faces tactical limits
The collapse of a tentative memorandum of understanding between Washington and Tehran, coupled with the diminishing strategic returns of American air power, has left the United States locked in an unsustainable, low-intensity conflict with Iran, according to Benjamin Friedman, Policy Director at the Washington-based think tank Defense Priorities.
Speaking in an interview on the YouTube channel Harici with host Sarp Sinan Hacır, Friedman attributed the failure of the short-lived US-Iran memorandum primarily to the Trump administration’s diplomatic missteps, vague draft language, and unrealistic expectations regarding a comprehensive settlement.
“Both sides really deserve some blame, but the Trump administration deserves the bulk of the blame for drafting an agreement that was so vague on key terms,” Friedman said, citing ambiguities surrounding the timeline for unfreezing Iranian assets and the scope of American commitments to restrain Israeli military operations in Lebanon.
Friedman emphasized that deep-seated mistrust in Tehran, exacerbated by repeated instances where diplomatic engagement was followed by Israeli or American military strikes, led Iranian negotiators to adopt an unyielding posture. At the same time, he noted that Iran likely miscalculated by using disruptions in the Strait of Hormuz to aggressively force leverage.
“The Trump administration remained intent on this sort of grand bargain that would restrain Iran seeking weapons development… and I think they continue to misread the Iranian willingness to sign that kind of deal,” Friedman noted, adding that Tehran viewed its leverage over the Strait of Hormuz as essential despite the risk of provoking further strikes.
Expressing deep skepticism over the prospects for a lasting diplomatic breakthrough, Friedman criticized the administration’s reliance on informal envoys such as Steve Bannon and Jared Kushner over professional diplomatic channels, predicting that the baseline outcome will remain an unpredictable, episodic conflict.
“What’s more likely is a kind of on-off-again kind of war—sort of what we’re in now, where we have occasional strikes, with the United States perhaps by accident adopting the Israeli model of ‘mowing the lawn’ periodically,” Friedman said.
Addressing the efficacy of US air power, Friedman argued that military operations against Iranian targets have reached a point of diminishing returns. While early strikes successfully eliminated critical high-value assets—such as over-the-horizon radar systems that targeted anti-ship missiles—Iran’s ballistic missile and long-range drone capabilities remain largely intact and operational.
He pointed to a recent strike on a base hosting US personnel in Jordan, launched from western Iran over a distance exceeding 1,000 kilometers, as evidence of Tehran’s sustained strike precision and the tactical limits of American interdiction efforts.
“The war is a failure for air power even in a tactical sense,” Friedman stated. “Initially, we looked at it and said we had a lot of success in destroying targets, but as more information came out, it turned out they had maybe more than half of their missiles and launchers survive the initial phase of the war.”
Friedman observed that the global proliferation of low-cost, high-precision guidance technology has permanently altered the strategic landscape, neutralizing the traditional invulnerability of forward-deployed US installations. “The precise effects of air power that used to be almost a monopoly of the United States… is actually making our posture in the region less sustainable,” he said, warning that similar vulnerabilities would be vastly amplified in any potential high-intensity conflict with China.
As an alternative to open-ended military engagement, Friedman suggested that Washington consider a complete military withdrawal from the region, even if it entails accepting Iranian transit fees on commercial shipping through the Strait of Hormuz. “The cost of preventing that through perpetual outbursts of warfare is much higher than just accepting it,” he noted.
Turning to regional dynamics, Friedman addressed Israel’s current absence from active strike operations against Iran, characterizing it as a calculated move to preserve its own air defense interceptors while relying on Washington to bear the operational and political burdens of containment.
On European security and the broader alliance structure, Friedman offered a critical assessment of the NATO summit in Ankara and the administration’s “NATO 3.0” concept. He described the white paper led by Defense Secretary Pete Hegseth as an effort to coerce European states into escalating defense expenditures and purchasing American hardware under the threat of reduced security guarantees, rather than executing a structured, strategic US posture adjustment.
“This is not a real US withdrawal; it’s a kind of pressure to up your loyalty in a particular way,” Friedman said, noting that major European powers such as Germany, France, and the UK lack a compelling existential incentive to construct independent, large-scale conventional war-fighting capabilities.
Regarding bilateral relations with Ankara, Friedman noted that US-Turkish tensions have eased considerably following the shift in American posture in Syria and progress toward resolving long-standing friction points, including the F-35 program and S-400 procurement. He added that while Israeli leadership under Prime Minister Benjamin Netanyahu has expressed frustration over Washington’s constructive engagement with President Recep Tayyip Erdoğan, the White House has maintained its strategic course despite pressure from domestic pro-Israel lobbying groups.
Addressing internal Republican Party dynamics, Friedman highlighted the evolving public stance of Vice President J.D. Vance, whose cautious criticism of Israeli influence and emphasis on divergent national interests reflects broader ideological shifts within the conservative base.
“Vance is more representative of the shift in the Republican Party,” Friedman said. “He’s criticizing them in a limited way and saying, ‘Our interests are different.’ From the perspective of those of us who would like the United States to have a more distant relationship from Israel, it’s progress.”
Looking ahead to the upcoming US midterm elections, Friedman anticipated that a loss of congressional control by the Republican Party would severely curtail the administration’s domestic executive overreach, though its structural impact on foreign policy execution and Middle Eastern operations would remain comparatively limited.
Diplomacy
UK Prime Minister Andy Burnham pledges full support to Ukraine in meeting with Zelenskyy
UK Prime Minister Andy Burnham has met with Ukrainian President Volodymyr Zelenskyy in Portsmouth, England.
Zelenskyy is the first world leader Burnham has met in person since taking office, with the prime minister committing to building a “firm partnership” between the United Kingdom and Ukraine.
Demonstrating their support, the two leaders toured a military base in Portsmouth where 200 Ukrainian troops are currently undergoing naval training exercises.
Burnham described his meeting with the Ukrainian president as “warm” and said he plans to visit Ukraine soon.
“We will build this together and address the various issues President Zelenskyy is facing, many of which we discussed today,” Burnham said.
The meeting follows an announcement by London that it will share intellectual property rights to assist Kyiv’s war effort.
The new prime minister announced that the UK will share the “Stone Cloak” electronic warfare system—which is fitted to drones to prevent detection—and will assist Ukraine in mass-producing the technology.
Burnham has focused primarily on domestic matters since replacing Keir Starmer, who faced criticism from elements within his own party for spending too much time abroad and focusing heavily on foreign affairs.
However, Burnham sought to signal continuity in Britain’s policy toward Ukraine. In one of his first phone calls after becoming prime minister last week, Burnham invited Zelenskyy to visit the UK “as soon as possible.”
Starmer spent his final full day as prime minister in Kyiv, where he announced £255 million in funding for Ukraine.
Speaking to Sky on Monday, Zelenskyy said his telephone conversation with Burnham had been “very good.”
The Ukrainian leader noted that Starmer had previously assured him that “the new government would maintain the policy of supporting Ukraine during the war.”
The new prime minister told the Ukrainian leader it was “no coincidence” that he was his first international visitor since moving into Downing Street.
“The purpose of this is to send a very clear message. We stand 100% with Ukraine, I personally stand 100% with you, and I will fully deliver on every commitment this country has made to Ukraine,” Burnham said.
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