By Peter Apps

July 17 (Reuters) – As Estonia’s Defence Minister Hanno Pevkur prepared to attend the NATO summit in Ankara, he disclosed to local media that hundreds of U.S. troops had been quietly withdrawn from his country in the winter, with no clear timeline for their return.

At the summit, Baltic and Polish representatives highlighted their membership in the “five percent club,” a status achieved by meeting NATO’s spending targets, which they previously assumed would guarantee sustained U.S. military support.

Despite President Trump’s contentious behavior at the event, NATO leadership including Secretary General Mark Rutte framed the summit as a success, citing new defense agreements, increased European expenditure, and a “robust” commitment to mutual defense.

However, key initiatives such as a nine-nation defense bank led by Canada and a $50 billion long-range missile consortium involving 12 countries are expected to take years to materialize.

Publicly, even Trump-skeptical leaders like Canadian Prime Minister Mark Carney acknowledged the U.S. president’s role in pushing NATO members to boost defense spending.

Concurrently, ground operations reveal a U.S. strategic retreat from Eastern Europe’s most vulnerable regions as concerns grow that Russia, emboldened by Ukraine’s successful long-range strikes, might pursue more aggressive actions.

An AI analysis by Omniforecaster indicates an 18% probability of a lethal conflict between Russia and NATO by late 2026, signaling a heightened risk environment demanding government attention—especially given the reduced U.S. troop presence.

Former UK Armed Forces Minister Al Carns warned at the Chatham House conference that the current strategic landscape represents the highest risk since the Cuban missile crisis of 1962.

While most experts perceive Russia as more likely to engage in hybrid warfare, the threat of accidental escalation remains a significant concern.

This uncertainty extends beyond Europe. The U.S. is increasingly involved in Gulf conflicts, with Trump hinting in Ankara about escalating strikes against Iran’s infrastructure, alarming regional allies who fear they might absorb Tehran’s retaliatory measures.

Since mid-January, the U.S. has begun withdrawing troops from forward bases in the Gulf, transitioning coordination functions from Qatar’s Al Udeid base to locations in Jordan, Israel, Turkey, and mainland Europe.

UNCERTAINTY AND NERVES

Washington’s decision-making, concentrated within Trump’s inner circle, has left foreign officials anticipating sudden policy shifts. Until May, Estonia’s Pevkur had assured media that U.S. forces would remain, though he acknowledged potential policy unpredictability.

Now, U.S. troop levels in Estonia have dropped to under 100 personnel—less than a sixth of last winter’s deployment, which included tanks in southern Estonia.

U.S. commanders in Europe had previously indicated reinforcements would arrive in summer, but this could now face reconsideration.

Baltic, Polish, and U.S. officials confirm the withdrawals resulted directly from Trump’s unexpected cancellation of a planned rotation of 5,000 troops to Poland last month—leaving many soldiers en route without replacement.

The cancellation disrupted further movements, with 1,000 troops departing Lithuania in June without replenishment.

Defense Secretary Pete Hegseth and Pentagon Policy Chief Elbridge Colby emphasize prioritizing China-focused strategies and a “NATO 3.0” model where Europe assumes greater defensive responsibility.

However, in the Pacific, traditional allies like Japan, Australia, South Korea, Taiwan, and the Philippines express growing unease about potential U.S. retrenchment.

Some Ukrainian analysts speculate the Baltic withdrawals may aim to appease Russia, with pro-Kremlin voices and Putin suggesting troop reductions could be part of a Ukraine peace deal.

BASING QUESTIONS

Alternatively, a plausible rationale is that the U.S. seeks to minimize forces in conflict zones, reducing exposure if Eastern Europe escalates. This would mark a strategic shift—a move not clearly communicated in advance.

Long-term U.S. force reductions, advocated by groups like Defense Priorities, propose withdrawing from high-risk areas including Okinawa, Guam, and other Pacific outposts.

Where troops remain, they should focus on mobile units equipped with long-range systems like ATACMS, capable of threatening Chinese shipping and territory.

Such systems were deployed in recent U.S.-led drills in Japan and the Philippines.

Allies in both Europe and the Pacific are coordinating more closely to address defense gaps, though this has drawn criticism from some U.S. officials.

“No other country can match the U.S. defense industrial base in scale or quality,” wrote Pentagon Policy Chief Colby.

Last week, German Air Force Chief Holger Neumann stated Europe must accelerate U.S. weapon purchases, noting that developing independent capabilities is time-consuming. “We don’t have that time,” he added.

German officials expect the threat to peak in 2029, though some believe it could materialize sooner. This challenges the notion that U.S. ground troops act as a reliable “tripwire” for deterrence.

Reporting by Peter Apps, Gareth Jones

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