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Tensions inside the Western security bloc burst into the open after Ursula von der Leyen reportedly pushed back against positions linked to NATO leadership, urging the European Union to take greater control of its own defense strategy. The sharp exchange has fueled debate about Europe’s long-term military independence, defense spending priorities, and the future structure of transatlantic security cooperation.

The clash comes amid rising geopolitical instability, pressure from the Russia-Ukraine war fallout, and concerns about future U.S. security commitments to Europe. Analysts say the moment could signal a historic shift toward stronger EU-led defense frameworks — or expose deep fractures inside the Western alliance at a time of global uncertainty.

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00:00The European way of life, our democracies, the democratic foundations and the trust of
00:07our citizens is being challenged in new ways, on everything from territories to tariffs
00:13to tech regulations.
00:17Fundamentally, all of this points to a simple reality in today's fractured world.
00:24Europe must become more independent, there is no other choice.
00:32Ladies and gentlemen, I am delighted to be here with the Prime Minister of the United Kingdom,
00:41an unflinching ally and friend.
00:45Dear Kier, we both know the backdrop of our discussion.
00:49The nature of transatlantic relations.
00:54We are now almost four years into the reckless aggression against Ukraine by Russia.
01:02We face the very distinct threat of outside forces trying to weaken our union from within.
01:10The return of overtly hostile competition and power relations.
01:16The European way of life, our democracies, the democratic foundations, and the trust of
01:24our citizens is being challenged in new ways.
01:27On everything from territories to tariffs to tech regulations.
01:34Fundamentally, all of this points to a simple reality in today's fractured world.
01:42Europe must become more independent, there is no other choice.
01:53Independent in every dimension that affects our security and prosperity, defence and energy,
02:00economy and trade, raw materials and digital tech.
02:07Some may say the word independence runs counter to our transatlantic bond.
02:13The opposite is true, and we have just heard it from State Secretary Rubio.
02:19An independent Europe is a strong Europe.
02:23And a strong Europe makes for a stronger transatlantic alliance.
02:28Today is the time for action and I want to focus on Europe's plan for independence.
02:34And to help frame this, I will borrow a line by Jerry Freytam, the U.S. Assistant Secretary
02:42of Defense, spoken here in Munich in the 70s.
02:47I quote, unless a nation feels itself primarily responsible for its own security and wellbeing,
02:56it will leave the task to others and fail to marshal its resources and political will
03:03in its own defence.
03:05I chose this line from the 70s because it reflects some uncomfortable truth over many decades about
03:15how Europe's security was not always seen as our primary responsibility.
03:22But this has fundamentally changed.
03:26Also because the very same argument is true today, Europe needs to step up and has to take
03:34on its responsibility.
03:37Admittedly, it has taken some shock therapy and some lines have been crossed that cannot
03:44be uncrossed anymore.
03:45But what is needed, at least, we all agree on.
03:53And we are delivering.
03:55The numbers tell their own story.
03:59Defence spending in 2025 in Europe was up close to 80 per cent since before the war in Ukraine.
04:08The European Union is mobilising up to 800 billion euros.
04:14With our SAFE programme, we are investing in the capabilities we need from air and missile defence
04:21to drones and military mobility, you just name it.
04:26We have remained relentless and creative in the way we maintain our support for Ukraine.
04:34And this includes most recently our 90 billion euro loan that Ukraine has only to pay back if
04:42Russia pays reparations.
04:45By 2028, defence investment in Europe is even projected to exceed the amount the US spent on
04:53such equipment last year.
04:56This is a true European awakening.
05:00And this is only the start of what we need to do.
05:03We must grow European backbone of strategic enablers in space, intelligence and deep-striped capabilities.
05:15No taboo can go unchallenged.
05:18I believe the time has come to bring Europe's mutual defence clause to life.
05:25Mutual defence is not an optional task for the European Union.
05:31It is an obligation within our own treaty, Article 42.7.
05:38And for good reason, it is our collective commitment to stand by each other in case of aggression.
05:46Or in simple terms, one for all and all for one.
05:52And this is Europe's meaning.
05:56But the commitment only carries weight if it is built on trust and capabilities.
06:04And this is why we must be collectively ready.
06:08We must make decisions faster.
06:11And this may mean relying on the result of qualified majority rather than unanimity.
06:18And we do not need to change the treaty for that.
06:21We need to use the one we have.
06:24And we have to be creative.
06:27Take the UK-led Joint Expeditionary Force, which is outside but complementary to NATO.
06:38It brings together ten European countries to deter and reassure in the high north of the
06:44Baltic region with an operational command in northward UK.
06:50Or take the Coalition of the Willing, led by Dukir and President Macron, headquartered in Paris.
06:59This coalition is devising meaningful security guarantees for Ukraine.
07:06More than 30 countries, some not even in Europe, are involved.
07:12And these examples tell us that this can work.
07:18But what we need now to do is to formalise the ad-hoc beginnings of new security collaborations.
07:27This starts by working, of course, with our closest partners like the UK or Norway or Iceland or Canada.
07:35The European Union now has a full range of defence and security partnerships with countries around the world and we
07:46want to increase our offer to many of these vital partners.
07:50This means, in this actually volatile time, Europe and in particular the UK should come closer on security, on economy,
08:05on defending our democracies.
08:08This means, ten years from Brexit, our futures are as bound as ever, dear Kier.
08:18So, it is in our common interest to be ambitious about our partnership, because the UK and the European Union,
08:27in fact, all of Europe, we are in this together and we will always stick together.
08:34Here, this is the common promise.
08:38And this brings me to my second priority.
08:42The need for a new European security strategy.
08:47I believe we must urgently recalibrate the way we use our entire policy toolbox – trade, finance, standards, data, critical
08:59infrastructure, tech platforms and information.
09:03In essence, each and every one of our policies needs a clear security dimension in this new world order.
09:13We in Europe should be ready and willing to use our strengths assertively and proactively to protect our security interests.
09:25We need a new doctrine for this with a simple goal – to ensure that Europe can defend its own
09:33territory, economy, democracy and way of life at all times.
09:41Because this is ultimately the true meaning of independence.
09:49Ladies and gentlemen, so how do we bring all of this to life?
09:56For the answer, I look to Ukraine.
10:00Ukraine has shown that strength and deterrence and ultimately lives depend on industrial capacity, producing, scaling and sustaining the effort
10:14over time.
10:16And they say in Ukraine, you change or die.
10:22We must adopt this mantra too.
10:25We need to tear down the rigid wall between the civilian and defence sector.
10:31Europe is a powerhouse for car manufacturing, aerospace and heavy machinery.
10:37We should not look at these industries as purely commercial, but as core to the defence and the defence value
10:48chain.
10:50We have inspiring European defence tech champions.
10:54We just need to incentivise them.
10:56This is especially true for the dual-use tech fields – AI, cyber, drones, space.
11:05Their journey to market must be rapid.
11:09This is another battlefield lesson from Ukraine.
11:13And that's why the EU's new Defence Innovation Office in Kyiv is merging European scale with Ukrainian speed and ingenuity.
11:27And with this approach, we can close our capability gaps quickly.
11:33Drones, for example, are the most obvious of these examples.
11:37They are inflicting around 80% of battlefield damages on both sides in Ukraine.
11:45So we are massively investing and speeding up innovation and production in this area.
11:51Or look at command and control.
11:54We know that we have too many different weapon systems – tanks, jets, ships.
12:01But new technologies like AI and software can help forge interoperability between member states, NATO and the European Union.
12:12And this is what Europe is good at.
12:16We have all agreed to spend more.
12:19We need now to get the money out the door and turn this into real defence capabilities.
12:28Some ask whether we can afford this.
12:32But I say we cannot afford not to.
12:39And if we get it right – and we will – we will turbocharge a new industrial deal that will
12:48not only keep us safe, but be an engine of growth delivering prosperity for Europeans for decades to come.
12:57So, yes, there is a lot at stake for Europe, but there is so much potential to seize too.
13:06Ladies and gentlemen, I have spoken a lot about equipment, investment, doctrine.
13:13But I would like to leave you with a last thought from Ewald von Kleist.
13:19It is from an address he gave standing outside the Reichstag, speaking to new recruits in 2010.
13:29He knew better than most that peace could never be taken for granted.
13:37And investing in security is never just about hardware.
13:42It goes far beyond.
13:44As he put it, peace and freedom – these two are interlinked.
13:51And it has to be the goal of security policy to protect them.
13:57End of quote.
13:58Peace and freedom – this is what Ukraine is fighting for today.
14:05We must honour their sacrifice with our quest for an independent Europe.
14:11And it will always remain Europe's response and purpose, our union's raison d'être.
14:19Thank you very much and long live Europe!
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