As Western leaders departed the G7 summit in Évian talking of a “ strategic awakening in support of Ukraine ,” the night sky over Moscow was illuminated by the fires of a burning oil refinery just nine miles from the Kremlin. This unprecedented Ukrainian drone strike on Russian territory was met in Western capitals with quiet endorsement rather than anxiety.
During the tensest moments of the Cold War, Western statecraft was anchored by a healthy fear of the unknown. Today, that prudence has been replaced by confidence that conflict can be precisely managed. When Franklin D. Roosevelt famously declared that "the only thing we have to fear is fear itself," he was addressing panic during an economic collapse. In contemporary Europe, however, this maxim has been carelessly transposed onto the realm of nuclear redlines.
The prevailing consensus in Europe treats deep strikes into the Russian heartland as a low-cost method of pressuring Moscow into a ceasefire. Assuming Russia is under unsustainable strain , experts continue to argue that Europe can safely coordinate the war, so long as taxpayers accept the costs. Such a view ignores the risks inherent to a broader unravelling of the global security architecture. Unlike during the Cold War, in which superpowers respected defined chains of command and established redlines, today’s historical guardrails have eroded. The European coalition lacks both coherent leadership and escalation control mechanisms. This makes the conflict far more prone to spiraling into a broader war than commonly acknowledged. This is keeping with the conflict’s trajectory since 2022 of creeping escalation dressed up as controlled policy. As European states take the primary responsibility for supporting Ukraine, this conflict is reaching a new, more dangerous stage.
Europe’s strategy in Ukraine during Trump 2.0
The Western coalition behind Ukraine fragmented after President Donald Trump’s return to the White House. Throughout 2025, European leaders proposed a “coalition of the willing” to deploy forces and integrate Ukraine into an emergent European Union security space following a ceasefire. They essentially demanded that Russia agree to an unconditional ceasefire while holding the upper hand on the battlefield.
When Trump’s Alaska summit with Russian President Vladimir Putin made it clear Washington would not enforce these demands, Europe switched gears. Its leaders agreed to cover the costs of U.S.-made weapons, ramp up domestic military production, tighten sanctions, and keep the pressure on Moscow to agree to a ceasefire.
Lacking the capacity for large-scale ground offensives, Ukraine's strategy shifted to defending its frontlines while increasing costs on Russia through deep strikes. These attacks grew in scale and scope even after Trump’s inauguration signaled a U.S. pivot to a negotiated settlement. The most dramatic case was Operation Spiderweb , during which Ukrainian drones struck Russian airbases, damaging strategic bombers tied to Russia’s nuclear deterrence triad. While Kyiv denied targeting Putin’s Valdai residence in December 2025, President Zelensky’s recent open letter defiantly warned the Russian leadership it could not be “comfortable” given Ukraine’s ability to strike state parades and executive residences.
A war without clear guardrails
Striking a nuclear power's strategic assets and leadership lacks any Cold War precedent. From the British seizure of the Russian shadow-fleet tanker Smyrtos to Zelensky’s recent warning that “ Moscow will burn ,” the erosion of guardrails continues in real-time. To make matters worse, Western decision-making is now fragmented across a variety of actors; it is reported Kyiv requests approvals for deep strikes from the Pentagon and individual European defense ministries on a case-by-case basis.
Current European strategy assumes an overextended and weak Moscow fears a wider conflict and will keep the war within current parameters. This supports the view that gradual, qualitative shifts in military support can compel Moscow into a ceasefire. Key to this is relocating Ukrainian drone production into Europe , where it is shielded from Russian air strikes. More sophisticated European-made drones are already available to Kyiv; NATO long-range missiles are also now being licensed for production directly in European and Ukrainian manufacturing sites. Kyiv has brilliantly exploited this framework, operating under the assumption that Russia's hands are tied.
But deep strikes put the Kremlin in a tough spot. Thus far, Moscow has been visibly reluctant to execute wider drone and missile deep strikes with the aim of devastating Ukraine’s critical infrastructure. This restraint is born not of military incapacity but of a calculated political logic: If Russia intensifies deep strikes on Ukraine's energy grid and water supply, it could trigger a humanitarian catastrophe and an irreversible public relations disaster that is fundamentally in conflict with the Kremlin’s claim it is liberating a "brotherly people." It would also likely rally Western public opinion behind the war. Thus, unlike Israel’s unrestricted, high-intensity air campaign in Gaza, Russia has operated with restraint to preserve its political narrative.
Yet herein lies the danger. If Moscow concludes that its restraint inside Ukraine is being weaponized by Kyiv to inflict deep, humiliating costs on the Russian heartland, its calculus will shift. Instead of going for Ukrainian infrastructure, Moscow may seek to redress the asymmetry in deep strikes and restore deterrence by targeting the true source of Ukraine's new capacities: European logistical hubs and the manufacturing facilities. Even a limited Russian reprisal strike on European soil would severely test its collective political will. European air defence and missile stockpiles would come under severe strain in a rapid tit-for-tat strike exchange scenario. Striking European states would be Putin’s ultimate gamble to turn the tables. Instead of a weak Russia making hollow threats, Europe would be gripped by panic as its leaders scrambled to respond without crossing the nuclear threshold.
This scenario is not imminent. Deep strikes would have to intensify further. In the meantime, we should not expect Putin to sue for peace under the pressure of increasingly disruptive but localized deep strikes. The Kremlin will praise the work of its air defenses and play down the scale of the damage. Yet the more strikes that hit Moscow, the more likely a Russian reprisal strike on Europe becomes. To avoid this harrowing scenario, European leaders must return to the basics of conflict management, investing in diplomacy aimed at the urgent rebuilding of strategic guardrails.
Restoring the balance
The paralysis of the diplomatic track leaves Europe exposed. The E3’s five-point plan , agreed in London last week, illustrates the problem: by demanding an unconditional ceasefire alongside foreign troop deployments for security guarantees, it effectively foreclosed near-term negotiations. Diplomatic inertia means the war may progress to the point an exhausted or exasperated Russia is forced to choose between abandoning its war aims or taking a drastic kinetic step to curb European enthusiasm for continuing the war.
Breaking this policy inertia requires rejecting the myth that Europe can safely manage an unprecedented standoff without statecraft. A fundamental reset is needed: European leaders must agree on explicit escalation controls, communicate them to Moscow, and open a viable diplomatic track. While basing negotiations on the current frontline offers a positive foundation for talks, the core challenge remains striking a compromise between Moscow’s demand for Ukrainian neutrality and Europe’s integration plans for Ukraine.
Developing a diplomatic off-ramp and building a new security architecture are not capitulation, nor do they mean reducing support for Ukraine's defense. Deterrence and diplomacy are partners. A defined diplomatic track is the only mechanism capable of anchoring Europe’s security to a stable, predictable outcome, rather than gambling on fluid redlines.
Nonetheless, engineering this kind of pivot requires a level of strategic vision and political courage not observable in Europe’s current leadership. Without a fundamental reset, Europe risks learning the hard way that running a war without guardrails is not statecraft – it is brinkmanship without a safety net.