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Munich Security Report warns of US-led dismantling of global order

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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

US formally redesignates Hezbollah as Iranian proxy under sanctions

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The US has officially changed its designation of Hezbollah to identify it as a “proxy of Iran”.

Executive Order 13224 now explicitly states that Hezbollah is sanctioned for acting for or on behalf of Iran’s Islamic Revolutionary Guard Corps-Quds Force (IRGC-QF).

Speaking to Al Arabiya, a US State Department official argued that this change underscores how Hezbollah operates with almost no regard for Lebanese sovereignty, the Lebanese people, or the Lebanese state.

The official continued:

“This decision formally recognizes that Hezbollah’s military operations, external security apparatus, and major financing networks function as an extension of the IRGC-QF—Iran’s primary instrument for executing terrorist activity beyond its borders. Hezbollah is not a Lebanese resistance movement.”

Pointing to repeated oaths of loyalty and allegiance by Hezbollah officials to Iran’s Supreme Leader, the official maintained that the Quds Force also exerts a decisive influence over the group’s military and strategic decisions.

The official stated that Washington remains committed to “disrupting the networks that allow Iran to use Hezbollah as an instrument to undermine Lebanese sovereignty, threaten regional stability, and advance Tehran’s terrorist agenda.”

The official further accused Hezbollah of dragging Lebanon into destructive wars with Israel twice within the last two years, stating that the group remains an obstacle to Lebanon’s sovereignty, stability, and economic recovery.

“The disarmament and dismantling of Hezbollah is vital for any credible path forward for Lebanon, and we are working with our partners to advance this goal,” the US State Department official said.

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Prof. Doster rules out direct Türkiye-Israel war despite Syria tensions

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Assessing the escalating friction across the Middle East, Marmara University Faculty Member Prof. Dr. Barış Doster shared comprehensive geopolitical evaluations in an interview conducted by international relations scholar Dr. Elif İlhamoğlu on the Harici digital broadcast programme. The discussion focused on Israel’s recent strikes on the Abu al-Zuhur airbase in northern Syria, proposals for tripartite security mechanisms, regional defence agreements, and the confrontation involving the US, Israel, and Iran.

“Türkiye and Israel will not clash directly”

Opening the broadcast, Dr. Elif İlhamoğlu Akkoç recalled that Israel’s air assault targeting the Abu al-Zuhur military airbase in Idlib, northern Syria, had generated extensive international condemnation. The strikes drew severe reactions across Türkiye and Gulf states, as well as critical statements from US Special Envoy for Syria and Ambassador to Ankara Tom Barrack. The airbase, situated approximately 70 kilometres east of the Turkish border, had reportedly remained out of operational service since 2013. Following the attack, Israeli Prime Minister Benjamin Netanyahu acknowledged responsibility while explicitly citing Türkiye’s military footprint in Syria among the justifications for the operation, bringing Ankara and West Jerusalem into renewed indirect confrontation.

Asked whether this indirect friction could transform into an active military conflict, Prof. Dr. Barış Doster dismissed the prospect of direct hostilities between Ankara and West Jerusalem. Doster stated: “I do not anticipate any physical contact, hot conflict, or direct military confrontation between the two countries. When one evaluates the historical ties, political bonds, diplomatic relations, and commercial links between both states, alongside their separate, overarching strategic engagements with the US, Türkiye and Israel will not clash directly.”

Emphasising the underlying dynamics of this bilateral dynamic, Doster explained that competition would persist through unconventional channels: “This rivalry will continue sharply across various regional theatres through indirect instruments and proxy forces. We are all well aware of the support Israel has extended to the PKK, PYD, and YPG terror groups for years, which it continues to maintain today.”

“Israel wants to see Syria divided into four parts”

Addressing Israel’s broader regional operations, Prof. Dr. Barış Doster noted that West Jerusalem’s aggressive posture is backed by major Western powers. Doster remarked: “Israel, which is committing genocide, ethnic cleansing, and barbaric acts in Gaza while showing absolute disregard for international law, the laws of war, and the legal frameworks governing armed conflict, enjoys the unlimited, unconditional, and frictionless backing of the US and Europe’s leading trio: France, Germany, and the UK. This audacity and aggressiveness are not new. We know what happened in Gaza; we know what happened in Palestine; and we are familiar with the actions taken alongside the US against Iran in the recent past.”

Underlining the limitations of international rhetoric, Doster stated: “We must and do register the strongest possible reaction against these moves. Yet we should not express astonishment. Israeli tanks have previously advanced to within 20 kilometres of Damascus. United Nations resolutions have repeatedly affirmed that the Golan Heights constitute sovereign Syrian territory. Nonetheless, Israel acts as an occupying and annexing force. During his initial presidential term, Donald Trump formally recognised this annexation. Following Israel’s declaration of Jerusalem as its capital, Washington relocated its diplomatic mission there, defying objections from Türkiye and the broader Islamic world. Past American presidents had avoided putting that relocation into practical effect, but Trump brushed those reservations aside. During all these developments, did a single deterrent measure or concrete sanction emerge from the Islamic or Arab worlds beyond verbal condemnation? No. Therefore, while vocal opposition is imperative, we must recognise that verbal condemnations lack deterrence against Israel.”

Doster linked the recent strikes in northern Syria directly to West Jerusalem’s long-term strategic objectives for the Syrian state: “From the beginning, Israel has explicitly sought a Syria partitioned into four distinct entities: Kurds, Arabs, Alawites, and Druze. Israel serves as the primary patron and backer of two of these groups: the Kurds and the Druze. When the PKK, PYD, and YPG terrorist apparatus was heavily battered on the ground by the Damascus administration in recent months, it was rescued directly by the US and Israel. While Washington and West Jerusalem did not grant the group everything it sought, they prevented its complete liquidation. They confined it to a smaller geographic pocket, preserved its political, military, administrative, and resource footprint, and kept it in reserve for future operational needs. Thus, responding to Israeli aggression is necessary, but being surprised by it is entirely unwarranted.”

“How can you establish a red telephone line with Israel?”

Responding to remarks by US envoy Tom Barrack—who argued after the Idlib strikes that a permanent security dialogue and cooperation mechanism should be established among Türkiye, Syria, and Israel—Prof. Dr. Barış Doster characterised such an architecture as entirely unviable under current geopolitical conditions. Doster asserted: “Such a mechanism is unequivocally impossible. First, Israel openly seeks the partition of Syria. Second, the degree of control and long-term durability of the Damascus administration remains uncertain. Although the current Syrian leadership receives support from Arab capitals and Ankara, American officials themselves concede that lasting stability in Damascus is far from guaranteed, even raising the prospect of coup attempts against Ahmed al-Sharaa.”

Evaluating the regional power balance in Damascus, Doster continued: “The influence of the US and Israel over Syria has peaked over the past two years. Ahmed al-Sharaa does not claim rights over the Golan Heights and has offered assurances to Washington that Damascus will not present a security threat to Israel, promising to restrain any attempts by Iran, Hamas, or Lebanese Hezbollah to do so. Concurrently, the historical clout of Iran and Russia in Syria has plummeted toward near-total marginalisation, with Moscow’s functional influence waning even within its military bases. Under circumstances where Israel does not take the Syrian administration seriously and actively seeks its partition, how can you establish a red telephone line or a trilateral security architecture? Furthermore, as long as profound political competition persists and Israeli military violence continues, establishing a functional crisis hotline or security mechanism between Türkiye and Israel is equally unattainable.”

Addressing Tom Barrack’s earlier diplomatic proposals promoting an energy and security corridor connecting the Caspian Sea to the Eastern Mediterranean via Türkiye and Israel, Doster dismissed the initiative as strategically unrealistic: “We will not allow Tom Barrack to insult our intelligence. A corridor of that nature is envisioned primarily between Türkiye, Azerbaijan, and Israel. Ankara and Baku share exceptional historical, cultural, economic, and strategic links under the framework of ‘one nation, two states’. However, having completed my doctoral dissertation on the Caucasus, Eurasia, and the Turkic world, I state emphatically that relations between Israel and Azerbaijan are no less deep, intensive, or comprehensive than relations between Türkiye and Azerbaijan.”

Doster observed that broader systemic opposition would block such an axis: “Regardless of how strong Baku’s ties with Tel Aviv and Ankara are, establishing this line is exceptionally difficult. At the regional level, actors such as Iran will fundamentally object. Globally, because such an axis seeks to sever China’s long-standing, capital-intensive Belt and Road initiative, Beijing will actively oppose it behind the lines. Finally, Moscow will vigorously resist any configuration that expands American strategic hegemony across the Caucasus and the Eastern Mediterranean.”

“When needs change, alliances change”

Evaluating the trilateral Mecca Agreement concluded between Saudi Arabia, Türkiye, and Pakistan—which contains collective defence clauses compared by Turkish Foreign Minister Hakan Fidan to NATO’s Article 5—Prof. Dr. Barış Doster analysed the functional foundations of the pact. Doster remarked: “As I frequently observe, when needs change, alliances change, and every alliance inevitably generates an opposing counter-alliance.”

Interrogating the strategic rationale of the pact, Doster asked: “Against whom was this alliance formed? Was it created against the Houthis? Was it directed at India, Pakistan’s primary adversary? Was it designed to counter the US, or perhaps Qatar, given Riyadh’s fluctuating ties with Doha and Abu Dhabi? In reality, this alliance is positioned squarely against Iran. An alliance that implicitly targets Iran raises critical questions regarding its durability and its potential to deepen fragmentation across the Islamic world. The pact brings together Sunni Arab leadership represented by Saudi Arabia alongside two major non-Arab powers, Türkiye and Pakistan. Saudi Arabia possesses vast capital reserves and leads the Arab world alongside Egypt; Türkiye represents the pre-eminent military power in the Turkic sphere; and Pakistan is a nuclear-armed state maintaining operational energy cooperation and historically balanced ties with Tehran despite its existential rivalry with India over Kashmir.”

Doster elaborated on the structural vulnerabilities of the arrangement: “To attain institutional permanence, an alliance must be grounded in shared political values, compatible state regimes, uniform threat perceptions, and unified strategic interests. None of these elements align across these three states. While Riyadh views Tehran as an existential threat, Ankara maintains a historical, calibrated rivalry with Iran and does not define it as a mortal enemy. Similarly, Islamabad does not perceive Tehran as an existential peril. Therefore, whether this pact represents a premature birth or a stillborn initiative remains an open debate, but its anti-Iranian orientation is unmistakable.”

Noting the geopolitical reactions to the pact, Doster observed: “This formation inherently pleases Washington, which has already extended its formal congratulations. Despite Türkiye’s participation, it also serves Israeli strategic interests by containing Iran, even if West Jerusalem approaches Ankara’s inclusion with tactical caution. Despite the media commentary surrounding the Mecca Agreement, history shows that such ad-hoc initiatives rarely achieve enduring operational deterrence. The 57-member Organisation of Islamic Cooperation and the 22-member Arab League—originally founded in response to Israeli expansionism in Palestine—have demonstrated virtually no concrete effectiveness. Without a clearly defined architecture of shared threats and mutual strategic goals, this pact will be perceived across the region exclusively as an anti-Shia, anti-Persian alignment. Even if Iran’s regional resistance axis has experienced severe attrition, Tehran’s demographic and geopolitical weight ensures that a exclusionary pact of this nature cannot achieve long-term viability.”

Commenting on proposals to incorporate Egypt or Iran into the mechanism, Doster described the inclusion of Tehran as strategically impossible: “Inviting Iran into this pact would be equivalent to the Shanghai Cooperation Organisation offering membership to the US, or Washington inviting Russia to join NATO. Regarding Egypt, Saudi Arabia’s strategic agenda includes structural competition with Cairo. Despite Egypt’s severe economic vulnerabilities, its historical, political, and cultural gravitas within the Arab world means that Riyadh will not endorse Egyptian entry, as it would dilute Saudi primacy within the bloc regardless of Turkish diplomatic lobbying.”

“The US and Israel will not launch a wide air campaign”

Turning to the confrontation between the US, Israel, and Iran following the expiration of ceasefire understandings, Prof. Dr. Barış Doster assessed the military balance and the leadership posture of Donald Trump. Doster remarked: “By completely discarding classical diplomatic protocols, Trump has proven himself an unpredictable and unreliable political actor. One need only recall the assurances given during the NATO summit regarding CAATSA sanctions, the delivery of F-35 fighter aircraft, and engine procurement for Türkiye’s national combat aircraft KAAN. When dealing with an actor whose positions shift constantly, long-range diplomatic projections become exceedingly difficult.”

Analysing the battlefield dynamic between Washington, West Jerusalem, and Tehran, Doster concluded: “Despite sustaining severe losses across its administrative, military, and command cadres due to American and Israeli strikes, Iran currently maintains psychological ascendancy within its domestic public and broader international opinion. It is evident that the US administration has failed to secure its primary objectives through coercive rhetoric. Moving forward, the US and Israel will not launch a wide air campaign characterised by relentless, high-intensity strategic bombing. A ground offensive remains entirely out of the question, as I have maintained from the outset. While localised, low-intensity air strikes against specific Iranian targets may occur, a protracted, maximum-scale aerial assault conducted jointly by the US and Israel remains improbable.”

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UK plans targeted sanctions on Israel over West Bank settlement bids

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British Foreign Secretary Ed Miliband has said the government will prepare “new, targeted sanctions” against Israelis involved in “illegal settlement expansion” in Gaza and the West Bank.

In a statement issued on Wednesday night (19 August), Miliband stated that following the Israeli government’s opening of tenders for the construction of 1,200 settlement homes in the strategically vital E1 area of the West Bank, the United Kingdom would not “stand back and accept the destruction of the two-state solution”.

“The E1 area will run straight through the heart of Palestine and risks cutting off the West Bank from East Jerusalem; this would jeopardise the viability of a two-state solution,” Miliband said, describing the Israeli government’s actions as “unacceptable and destructive”.

The British minister called on his Israeli counterpart, Gideon Sa’ar, to “halt the E1 plans immediately” and withdraw the tender.

Miliband also stated that he had summoned Charge d’Affaires Daniela Grudsky Ekstein, the country’s top diplomat in the UK, to the Foreign Office to convey these demands clearly.

Miliband said the UK would announce a “comprehensive range of measures in the coming weeks in response to the policies of the Israeli government”.

These measures underscore a harder line taken by the UK against Benjamin Netanyahu’s government under the new Prime Minister, Andy Burnham.

This shift in stance was evident even before Burnham officially became prime minister. Burnham apologised for the Labour Party’s previous position on Israel’s military campaign in Gaza under his predecessor, Keir Starmer, saying the party “had not got it right”.

Last month, the UK’s new Defence Secretary, Wes Streeting, stated that Israel was not “complying” with international standards in Gaza and the West Bank.

Other European allies have also hardened their stance towards Israel. Earlier on Wednesday, German Chancellor Friedrich Merz strongly condemned remarks by National Security Minister Itamar Ben Gvir, who called for nighttime assassinations in Gaza.

Israel, for its part, reacted against the London administration. Foreign Minister Sa’ar said: “The Jewish people have the right to live everywhere in the Land of Israel, just as the British have the right to live in London and throughout the UK.”

Maintaining that the British-issued 1917 Balfour Declaration “officially recognised the historic right of the Jewish people to re-establish their national homeland in the Land of Israel—including the area in question”, the minister pointed out that Britain still controlled colonial territories thousands of kilometres from its own shores.

Arguing that it was absurd for Britain to “lecture the Jewish people on where they can live in their historic and tiny homeland”, Sa’ar said the British Foreign Secretary’s statement condemned Israel while “turning a blind eye to Palestinian terrorism, incitement, and the Palestinian Authority’s ongoing financial support for terror—namely the ‘pay to slay’ policy”.

Sa’ar concluded his statement:

“The UK Government’s systematic policy of blaming only Israel while ignoring Palestinian extremism has already contributed to an enormous wave of antisemitic hatred and attacks against the British Jewish community. Continuing on this path will only make matters worse.

The British Government’s decision to damage relations between our countries is deeply regrettable. But Israel will not be a passive victim of this policy.

Israel will defend its rights, its interests, and its people.”

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