Executive Summary: Ukraine Aid Collapses Dramatically
1. Executive Summary
Military support for Ukraine plummeted by 57% in Europe and 40% globally during summer 2025, even as the fourth winter of war approaches. While Northern European nations have largely emptied their arsenals, Southern European countries are holding back despite having full weapons stockpiles. The US under Trump has approved no new military aid since January, and Europe's attempts to compensate are failing due to insufficient production capacity and lack of political will.
2. Core Issue & Context
Core Issue: Dramatic decline in Ukraine military aid despite ongoing war
Context: With Trump taking office in late January 2025, the US—as the largest weapons supplier—halted its support. NATO's "Purl" initiative was designed to enable European states to procure US weapons for Ukraine, but has proven ineffective. Meanwhile, a North-South divide has emerged in Europe: Scandinavian and Baltic states have exhausted their stockpiles, while France, Italy, and Spain remain reluctant despite having full arsenals.
3. Key Facts & Figures
- European military aid: Declined from €3.8 billion (first half of year) to €1.9 billion per month (summer)
- Global military aid: 40% decrease compared to the first half of 2025
- Purl Initiative: 16 NATO countries participating, €1.9 billion already procured
- Comparison to other crises:
- COVID recovery fund: €810 billion
- Euro crisis: €400 billion
- Total Ukraine aid: only €215 billion
Here's a natural English translation:
Fact Check: The figures come from the NZZ analysis from October 2025. External confirmation through current sources is still pending.
4. Stakeholders & Those Affected
Main Players:
- USA (Trump Administration): Halted all new military aid
- Northern Europe (Denmark, Norway, Sweden): Arsenals largely depleted
- Germany, Netherlands, Belgium: Actively supporting through the Purl Initiative
- Southern Europe (France, Italy, Spain): Holding back despite full stockpiles
- Ukraine: Urgently needs Tomahawk missiles and long-range weapons
Conflicts of Interest: Southern European states are prioritizing domestic political stability and regional security (North Africa) over Ukraine support.
5. Opportunities & Risks
Opportunities
- Significant untapped potential in Southern European weapons stockpiles
- Strong defense industries in France, Italy, Spain could increase production
- Purl Initiative demonstrates viable procurement mechanisms
Risks ⚠️ HIGH
- Military deterioration of Ukraine's position in the fourth winter of war
- Russian retaliation against active supporting nations (Denmark, Poland, Germany already affected)
- Fragmentation of NATO solidarity due to unequal burden-sharing
- Long-term destabilization of Eastern Europe if Ukraine is defeated
6. Action Relevance & Recommendations
For Decision-Makers:
- Immediate mobilization of Southern European weapons stocks through political pressure
- Acceleration of European arms production, especially artillery ammunition
- Diversification of supply chains away from US dependence
- Risk management for companies in actively supporting nations (heightened Russian threat)
Strategic Implications:
- Europe must develop military autonomy faster than originally planned
- Investments in the defense industry will become necessary in the medium term
- Geopolitical realignment toward increased European self-reliance
7. Sources & Further Reading
Primary Source:
Additional Sources for Fact-Checking:
- Kiel Institute for the World Economy - Ukraine Support Tracker
- NATO Official Website - Defence Expenditure
- Council on Foreign Relations - Ukraine Aid Tracker
Assessment: Risk HIGH | Action Required URGENT | Timeline 0-6 months