This is a follow-up to my previous post on the end of US democracy and its implications. I argued that there is no choice but to dispense with the idea of the US as the central actor in a democratic and stable world system [1]Here I will discuss how what’s left of the democratic world can respond.
Surprisingly in many ways, the military part of dispensing with the US is the easiest bit, in each of its major areas of operation: Europe, Taiwan, and the broader Asia-Pacific region including Australian and New Zealand.
As regards Europe, NATO would be massively stronger with the US (100 000 troops in Europe) out and Ukraine (Zelensky claims 800 000) in.
While US military aid was essential in the early years of the war, others are now supplying the bulk of military aid, and Ukraine’s own capacities are increasing. The last tranche of US aid, delivered under Biden, means that any withdrawal of US support will not have much effect for some time to come. Even if Ukraine is forced to make some concessions to achieve a ceasefire, Russia will get nowhere near its war aim of imposing a compliant government on Ukraine.
Looking ahead, Russia has lost the vast majority of its pre-2022 armed forces, and is now scraping the bottom of various barrels (North Korean ammunition dumps and troops, refurbishment of Soviet era tanks, desperate financial expedients and more). Russia will take decades to rebuild what it has lost in Ukraine, even assuming that failure there does not provoked a post-imperial reckoning.
As regards Taiwan, it’s become increasingly evident that the idea of a seaborne invasion (always dubious) is a chimera. The destruction of Russia’s Black Sea fleet by a largely home-made Ukrainian set of anti-ship missiles and drones shows the vulnerability of a surface fleet to even moderately well armed opponents. The failure of the US Navy to prevent the ragtag Houthi militia from closing the Suez canal is an even stronger indication. Taiwan has access to much better anti-ship missiles (US Harpoons and Taiwan’s Hsung Feng) to deploy against a putative invasion force relying mostly on converted civilian ferries. It’s for this reason that recent discussion has focused on ill-defined notions of a blockade, while the idea of an invasion has been quietly abandoned.?Finally, apart from the chance to defend global democracy (a lost cause for now), the main benefit of the US alliance to Australia and New Zealand is the assumption that the US would defend us against an attack by a regional adversary. This assumption was obsolete even before Trump’s election. The only plausible candidate for an attack was Indonesia, and the only plausible reason was the appealing, but spurious idea that Indonesia’s (presumed) surplus population could occupy and exploit the vast empty spaces of Northern Australia.
That seems silly now. Apart from the fact that we have been on friendly terms with a democratic Indonesia for decades, the supposed rationale belongs to a past ear. Indonesia would lose more from the end of the Australian tourist trade in Bali than it would gain from seizing all the agricultural land north of a line from Cairns to Broome. But in the Suharto era, and with memories of World War II still fresh, fears of a conflict seemed reasonable enough.
Whether our fears were realistic or not, we could, before 2025, rely on the assumption that the US would come to our aid if needed. That’s no longer true. There is no reason to think that Trump would help us in a regional conflict, or that any successor regime will be much better.
In these circumstances, the alliance, and particularly the AUKUS agreement is a one way street. We pay the UK and US for submarines to be used in US operations (perhaps including wars against other democracies) and, if we are lucky, get some nice words in return. But that hasn’t stopped eager capitulation from the Australian government, which refused to sign a statement defending the International Criminal Court and was rewarded with a Trump endorsement of AUKUs.
As regards trade in goods, the main focus of Trump’s attacks so far, existing economic relationship will be harder to disentangle. The EU break with Russia after 2022 was painful enough, and the relationship there was shallower. But the lesson was that the countries and companies that got out quickly did better than those that tried to hang on and were eventually forced to sell for a pittance.
The US is big but but it only accounts for around 12 per cent of world goods trade. As the US is heads something approaching autarky, and the only response is to reroute the global economy to bypass it. We are already seeing this with the conclusion of EU trade deals such as Mercosur.
What matters for Europe, Australia and other democracies is US dominance of information technology, epitomized by Meta, Google, Amazon and Musk. This increasingly appears to be a castle built on sand. In the last couple of years we have seen repeated demonstrations that the apparent lock-ins achieved by these firms can be broken. Bluesky (and to a lesser extent Mastodon) has replaced X/Twitter for most of us, leaving it to MAGA bots and what we in Australia call “rustadons”. DeepSeek has shown that LLMs can be built at far lower cost than those of US oligarchs. And Substack has revived something similar to the old blogosphere of which CT is a remnant.
Most of these alternatives are US-based. But they provide the proof of concept. There’s nothing to stop any country from breaking with the US oligarchs and building LLMs and social media platforms of their own, or in co-operation with other democracies
The world would be much better if Americans had chosen democracy over fascism. But a plurality of Americans have chosen fascism, and only a small minority actually voted to defend democracy. So far, there is no sign of turning back. Democracies will represent a minority of the world’s population and of global economic activity for the foreseeable future. But democracy has overcome bigger challenges in the past and prevailed.
fn1. Let’s take as read that there was plenty wrong with the way the US fulfilled this role. Comments reiterating this point will be deleted or disemvowelled.
{ 6 comments… read them below or add one }
CDT 02.10.25 at 1:19 am
As an American horrified by our gallop into autocracy, this actually makes me feel better.
wkw 02.10.25 at 3:34 am
Have you laid out the “how” part? There’s a lot of “assume a can opener” in here.
E.g., NATO with Ukraine but without the US isn’t NATO, it’s something very different and many current NATO members (e.g., Japan) will not sign up for it. Similarly, countries have been trying to replicate Silicon Valley for years, but as Draghi’s recent report on the investment structure in Europe noted, it hasn’t been going great.
Nuclear proliferation will be an immediate problem, even within NATO. The construction of alternative global financial infrastructure will be required.
A “how” post needs mechanisms: which countries are invited to the Brisbane Woods Conference to hash all this out? Who sets the agenda and what are the scope of negotiations? What form of democratic approval process will be required? What structural conditions must exist in order for the process to be allowed to proceed without interference by the bigger powers? Etc. Even talking in these terms will provide an electoral boost to the Le Pens of the world, more than likely, which might short-circuit these efforts before they begin.
Obviously everyone must be thinking about these scenarios now, it is inescapable. But if the idea is that it’s relatively easy for the League of Democratic Nations to keep the lid on without the US’s involvement, well, there’s a history here that might be worth at least acknowledging. Might even be worth grappling with.
John Q 02.10.25 at 5:18 am
I was assuming a process where Trump made demands, the other members rejected those demands and the US withdrew, as it has done already from WHO, Paris agreement etc.
In formal terms, if the US left, NATO would still be NATO, just as it was when France left, and when the UK left the EU. No special conference required. The only technicality, according to Wikipedia is that countries pulling out are supposed to register this with the depository country, which is the US.
Japan isn’t a NATO member. It will be up to Japan, and other “partner” countries whether it maintains its existing relationship with a US-free NATO or throws in with Trump.
“The construction of alternative global financial infrastructure will be required.” Yes, I left that one in the too-hard basket for now.
As regards replicating Silicon Valley, there’s no need for Europe and Australia to go into manufacturing – there are plenty of sources in Asia for hardware. The real need, as I said, is to develop an independent AI capacity. That just needs smart people and a willingness to copy.
The politics are complex, but anyone using Trumpish rhetoric can reasonably be accused of dual loyalties. This may play out in Canada for example.
Kartik Agaram 02.10.25 at 6:25 am
Another American who’s feeling better after reading this.
I want to quibble, though, with “a plurality of Americans have chosen fascism, and only a small minority actually voted to defend democracy.” The vote to defend democracy was almost 50%! (Unless you’re including the apathetic 33% who didn’t vote as having chosen fascism, a point of view I’m very sympathetic to. Even so, 33% is not a small minority!)
MFB 02.10.25 at 9:48 am
The alternative to the US already exists, namely BRICS+.
Euro-NATO, with or without Zhelenski’s mouth and fantasies about the imaginary weakness of Russia and China, is not an alternative to the US, but a supplement to it, with a long-standing record of subordination to ur-fascist imperialism which doesn’t take much to subordinate to actual fascism.
nastywoman 02.10.25 at 11:44 am
very well played dear Prof. with one (small) exception.
as you mentioned what matters for Europe, Australia and other democracies is US dominance of information technology, epitomized by Meta, Google, Amazon and Musk –
Musk STILL seems to be the FIRST Influencer when it comes to make people (even in Europe) – believe – that you need to HATE your fellow men in order to get Trumplike Rich and Famous – and as it was mentioned somewhere else that Germany used to be the main (and last?) Brandmauer against Fascism -(after some other European Countries went far too deep into the ‘sink’ of Musk) Let’s see how much winning Elon Trump did in the World’s third biggest economy?
If Musk’s German Party (the AfD) will get more than 22 percent in the election the RESISTANCE seriously HAS to change the strategy to leave X for platforms like Bluesky and/or Mastodon and focus (AGAIN) on changing X from ‘the Worlds most winning hate and propaganda machine) into OUR machine! And as such change could be actually done easily by EVERYBODY of US countering day and night and night and day every single fascistic tweet – UNTIL WE have the ‘Oberhoheit’!
Let’s
BUILT A BETTER NARRATIVE
(even Americans will believe)