A Weakened Trump, but an Uncertain Atlantic Alliance

The Democrats’ victory in both chambers of the US Congress gives Ukraine and its European supporters reason for cautious optimism. It does not, however, reverse Donald Trump’s approach to the war or restore the transatlantic relationship to its pre-2025 footing. Washington’s Russia policy is now contested from within the American state itself, creating opportunities for Kyiv and uncertainty for Moscow, Brussels, NATO and London.

For Ukraine, the immediate significance is political rather than military. From January 2027, Democrats will control congressional committees, the legislative agenda and the power of the purse. They can investigate the administration’s dealings with Moscow, scrutinise restrictions on intelligence-sharing and weapons deliveries, and pursue renewed assistance to Kyiv. Reuters reports they may also block Trump’s easing of sanctions on Russian energy. Opposition to concessions is not exclusively Democratic: Republicans have already challenged sanctions waivers and pressure on Ukraine.

But Congress cannot take control of American foreign policy. Trump remains commander-in-chief, can veto legislation and retains considerable discretion over military assistance, intelligence and diplomacy. Democrats lack a veto-proof majority, and the new Congress will not take office until 3 January. Ukraine cannot assume the election will immediately translate into more air-defence interceptors, intelligence or ammunition. Volodymyr Zelenskyy has welcomed the result, but Kyiv must turn congressional sympathy into funded commitments.

For Vladimir Putin, the result is less straightforward than a Republican defeat. A Democratic Congress could make sanctions relief harder and scrutinise any agreement that appears to reward Russian aggression. It may strengthen European governments insisting that Ukraine be involved in decisions about its territory and security. Yet Putin may exploit the gap between a president seeking a diplomatic legacy and a Congress seeking to constrain him. If Trump wants a quick settlement, Moscow could test how far Washington will press Kyiv into concessions.

That is Ukraine’s principal danger: not necessarily an immediate collapse in American support, but a hurried settlement shaped around Trump’s political needs rather than a durable security arrangement. A ceasefire without credible guarantees, monitoring and consequences for renewed aggression could give Russia time to rearm, leaving Ukraine formally sovereign but strategically exposed. Moscow may calculate that delay and battlefield pressure will deliver more than compromise.

Europe therefore faces a dual task: use the new congressional majority to defend Ukraine while preparing for an unreliable White House. The EU has become Ukraine’s principal source of financial and military support since most direct US assistance ended in early 2025. Carnegie Endowment analysis warns that European budgets are strained, support is politically contested and Ukraine’s needs are growing. Europe cannot readily replace every American capability, particularly intelligence, air defence and logistics.

For NATO, the midterms may reduce unchecked presidential pressure but do not resolve the alliance’s deeper problem. Trump’s demand that Europe assume greater responsibility for conventional defence reflects a strategic shift likely to outlast this election. A Democratic Congress can scrutinise troop withdrawals, but cannot guarantee that future US administrations will prioritise European security. NATO must accelerate defence production, improve readiness and make European forces more interoperable. Strategic autonomy is becoming a practical requirement, not simply a French slogan.

The United Kingdom sits at the centre of this adjustment. As a leading NATO power, nuclear-armed state and consistent supporter of Ukraine, Britain has influence beyond its EU membership. But its close security relationship with Washington is also a vulnerability. The House of Lords’ International Relations and Defence Committee has warned that the US increasingly views Russia as primarily a European problem and expects allies to take greater responsibility. Britain must sustain support for Ukraine, coordinate with France and Germany, and ensure European defence initiatives reinforce rather than fragment NATO. Recent British commitments underline that London is preparing to carry a larger share, although financial pledges do not instantly produce battlefield capability.

The likeliest outcome is sharper political contestation, not an immediate strategic reversal. Congress will make it harder for Trump to accommodate Moscow without scrutiny; it will not force him to adopt Kyiv’s preferred terms. Russia may exploit divisions and intensify pressure before Europe can compensate for American uncertainty. The midterms give Ukraine and Europe more leverage in Washington, but leverage is not a security guarantee. Their test is whether they can turn this opening into a coherent European defence posture and a peace settlement that deters another war rather than merely pauses this one.

Written by: 

*Dr Iqbal Survé

Past chairman of the BRICS Business Council and co-chairman of the BRICS Media Forum and the BRNN

*Chloe Maluleke

Associate at BRICS+ Consulting Group

Russia & Middle East Specialist

**The Views expressed do not necessarily reflect the views of Independent Media or IOL.

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