Two Way Street

NATO & Ukraine Relations

The incidents on NATO’s eastern edge keep coming, and the alliance keeps answering them with meetings. On October 17 Romanian F-16s shot down two jet-powered attack drones over Romania’s territorial waters off Sulina, three days after a tanker burned in the same waters. Bucharest has called a dedicated North Atlantic Council meeting on Black Sea defence for October 20, and Bulgaria’s request for NATO aircraft and counter-drone systems goes to allied ambassadors the same week. Neither country has asked for Article 4 consultations, which no ally has invoked since September 2025.

On land, Poland has formally blamed Russian intelligence for a September fire at a Starlink ground station that carries traffic to Ukraine, after German police detained two Turkish suspects at Warsaw’s request. It has not published evidence tying the suspects to Moscow, and it is pursuing the case through the courts rather than at NATO.

On Ukraine’s membership nothing has moved since Marco Rubio said on October 6 that it is ‘not on the table’.

New

3

in all one topics

The whole story1 chapters
The state of it — as of October 17, 2026
9
times Article 4 has been invoked since 1949 — none in 2026
2 summits
in a row whose declarations say nothing on Ukraine’s membership
€70bn
in military support allies pledged Ukraine for 2026

In this story

Hybrid Attacks on Allies

The drones are now being shot down over Romania’s own waters, and the alliance’s answer is still a meeting.

On the evening of October 17 two Romanian F-16s downed two jet-powered Geran-family attack drones 20–25 km off Sulina, within minutes of their crossing into Romanian airspace. The defence ministry placed both over Romania’s territorial waters and did not say where they came from. The foreign minister said the North Atlantic Council would hold a dedicated meeting on Black Sea defence on October 20, at Romania’s request. No ally has asked for Article 4; NATO’s register still ends with Estonia in September 2025.

On land, Poland has formally blamed Russia for sabotage. A fire on September 23 hit a Starlink ground station at Wola Krobowska that carries traffic to Ukraine. On October 12 Poland said German police had detained two Turkish suspects at its request, and its special-services minister said Russian intelligence was behind the attack; nothing published yet links the suspects to Russia. Poland is treating it as a prosecution.

Bulgaria’s request for NATO combat aircraft and counter-drone systems goes to allied ambassadors this week, with no answer yet.

Continue: Hybrid Attacks on Allies →
Sep 2025
the last Article 4 request by any ally — none during 2026’s incidents
23
Russian drone violations of Romanian airspace in 2026, against 18 in 2022–25
7+
ships attacked in the Black Sea in October; two dead, 25+ missing (AP)

Earlier this month

6

NATO’s Military Committee Meets in Kyiv, All 32 Allies Present

Admiral Giuseppe Cavo Dragone, who chairs NATO’s Military Committee, brought the military representatives of all 32 allies to Kyiv on October 6, where they met Ukraine’s defence staff in the format of the NATO-Ukraine Council. NATO’s account records no decision and says nothing about membership; the stated purpose was Ukraine’s military priorities and the lessons of ‘new types of warfare’. The delegation visited air defence, drone warfare and unmanned ground system sites. ‘The bond between NATO and Ukraine is strong and unbreakable,’ Cavo Dragone said, citing Russia’s ‘reckless hybrid activities in NATO countries’.

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NATOnato.int90% credibility · not yet testedAn opening estimate from its institutional history — none of its claims checked yet.
There’s no yes-or-no answer to whether Ukraine should be a member of NATO: ‘right now, NATO membership, as you know, is not on the table as we speak, because there’s obviously a consensus process that has to happen in order for that, a unanimity process that has to happen. Right now, we’re simply focused, when it comes to Ukraine, on the ending of this conflict if that’s possible.’

— Marco Rubio True

Checked: true

Said in Reykjavik on October 6, 2026, in answer to Iceland’s RÚV. NATO’s latest collective text, the Ankara declaration of July 2026, contains no membership language, and accession needs every ally’s consent. Rubio gave no US position of his own; Washington ruled membership out in 2025.

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The UK-Led Northern Force Agrees to Bring Ukraine Further In

Defence ministers of the UK-led Joint Expeditionary Force met at Keflavík air base in Iceland on October 2 and agreed to ‘deepen Ukraine’s involvement in JEF activities’, reaffirming a partnership with Kyiv set up in 2025. It specifies no activity, funding or status, and records that Ukrainian mine-countermeasure vessels joined the force’s flagship Lion Protector exercise for the first time this year, and that ministers advanced a recommendation on Canada’s application to join. The ministers described the force’s role as ‘below the threshold of Article V’, and said Russian sabotage against their countries would not deter them from supporting Ukraine.

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Australia Signs a Ten-Year Security Pact With Ukraine: Consultation, Not Defence

Anthony Albanese and Volodymyr Zelenskyy signed the Australia–Ukraine Bilateral Security Agreement in New York on September 23. As a published account of the text describes it, it runs ten years, is a set of political commitments rather than a mutual-defence treaty, and promises consultation within 24 hours if Russia attacks again once the present war has formally ended. Australia also announced a further $60 million — its release names no currency — taking its stated total to almost $1.9 billion, and said it will join the British- and Norwegian-led coalition building up Ukraine’s navy.

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Our reading

The Word NATO Stopped Using, Back in a Member’s Own Treaty Text

Clause (a) of the Canada–Ukraine declaration signed on September 10 reads: ‘The Leaders affirm that Ukraine’s future is in NATO, that Ukraine’s path to NATO membership is irreversible.’ NATO’s own most recent collective text does not. The Ankara Summit Declaration of July 8, 2026, retrieved in full on September 19, contains no occurrence of ‘irreversible’ and no membership language at all: Ukraine appears six times — on financing, on €70 billion in equipment pledges, on allied support — and never on accession. The Hague declaration of June 2025 dropped the phrase first; Ankara is the second consecutive summit without it.

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Global Affairs Canadainternational.gc.ca90% credibility · not yet testedAn opening estimate from its institutional history — none of its claims checked yet.NATOnato.int90% credibility · not yet testedAn opening estimate from its institutional history — none of its claims checked yet.
Progress has been made toward a permanent US Army base in Poland, which currently hosts American troops only on a rotational basis: ‘If this happens, the location will be announced very soon. This will be a historic step for our Great U.S./Polish Alliance.’

— Donald Trump

Not yet checked

Posted to Truth Social on September 17, 2026; the post is unreadable publicly, so the wording rests on NPR, which Notes from Poland matches. By September 23 no location was named: Poland’s president said ‘the infrastructure is being chosen right now’. ‘Very soon’ is read as by end-2026.

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This quarter

16

Canada and Ukraine Sign a Hundred-Year Partnership, and a Drone Deal Canada Buys From

Mark Carney and Volodymyr Zelenskyy signed the Canada–Ukraine Declaration for a 100-Year Partnership in Calgary on September 10, raising the relationship to a comprehensive strategic partnership and committing both governments to conclude the full agreement by December 2026, the 35th anniversary of Canada's recognition of Ukrainian independence. It rests on three pillars — defence innovation, reconstruction and people-to-people ties — creates a ‘2+2’ foreign-and-defence ministers’ dialogue, commits both to modernise the 2017 defence-cooperation arrangement, and backs a proposed Defence, Security and Resilience Bank. A second document sets up joint development and production of uncrewed systems, counter-drone technology and munitions; Ottawa presents it as equipping its own forces as much as arming Ukraine’s. Zelenskyy said Canada would place large orders and transfer 30 per cent of production to Ukraine — a figure that appears in neither Canadian release.

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The Country Said to Be at Risk Says It Does Not Expect an Attack

Estonia's foreign intelligence service assesses that Russia does not presently intend to attack a NATO country militarily in the coming year — a dissent worth its weight because Estonia is one of the three states the warnings name. Against it, American, Polish and Baltic warnings grew more specific over the summer: Western services detecting indications of preparations against Poland or the Baltics, the Guardian reporting intelligence received by Latvia pointing to a possible provocation, and reporting that Washington warned Warsaw of a possible armed incident. What officials describe fearing is not an invasion but an act ambiguous enough to make invoking Article 5 politically hard.

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Our reading

Three Accounts of One Trip, and the President Contradicts Two of Them

RFE/RL reported on 27 August that Ratcliffe's Moscow trip was meant to warn Russia off attacking Estonia, Latvia and Lithuania, and Axios noted the Wall Street Journal reporting the same purpose. In an Axios interview published that day, Trump disputed it: Ratcliffe delivered no such warning, the trip was "standard business", and "There was no message and there was nothing unusual." Asked again by reporters two hours later he declined to comment, then added: "They are not going to attack NATO territory." Two days after that, Axios reported — citing two sources briefed on the matter — that Ratcliffe had used the trip to propose a Trump–Putin–Zelensky summit. Naryshkin, confirming the meeting, called it "a regular part of their work". Three purposes, one trip; the only participant on the record says none of it happened.

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Washington Sends Its Spy Chief to Moscow to Talk About the Baltics

CIA director John Ratcliffe flew to Moscow on 25 August — his first known visit in the job — to warn against attacking NATO members, Estonia, Latvia and Lithuania in particular, sources familiar with the trip told RFE/RL. Baltic capitals were told in advance. Russia's foreign intelligence chief Sergei Naryshkin confirmed a “working-level meeting” and said nothing more; Dmitry Peskov dismissed the reporting: “A lot of such scare stories are being published right now… They have nothing to do with reality.” Estonia's foreign minister called the visit not pivotal but useful. The day before, the Baltic, Polish and Finnish European commissioners wrote to Ursula von der Leyen warning of a deteriorating security environment. Baltic diplomats say summer intelligence pointed to Russian false-flag preparations, not an imminent attack.

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Thirty Leaders Make Air Defence the Priority as the Patriot Shortage Bites

The Coalition of the Willing met on August 24 with thirty leaders, chaired by Britain's Andy Burnham with the French and German leaders joining remotely, and declared strengthening Ukraine's air defence "an absolute priority", including technology sharing through the Anti-Ballistic Missile Coalition. The driver is a shortage of US Patriot interceptors against Russian ballistic missiles. European Council President Antonio Costa announced a further €6.1 billion for Ukrainian air defences — a release from the existing €90 billion loan facility, of which €60 billion is military, rather than new money. The coalition's statement records the highest civilian casualties of the war so far.

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Eight Nordic and Baltic Leaders Go to Kyiv and Put a Date on Ukraine's EU Clusters

The heads of state and government of Denmark, Estonia, Finland, Iceland, Latvia, Lithuania, Norway and Sweden met Zelensky in Kyiv on Ukraine's Flag Day and signed a joint declaration. It calls for every remaining cluster of Ukraine's EU accession negotiations to be opened "without delay already in September–October 2026"; commits the eight to "robust, legally binding and credible security guarantees"; expands joint defence production through the Drone Deal framework and the EU's SAFE programme; and calls for sanctions aimed at Russian energy revenues and the shadow fleet. It is a statement of intent by its signatories, not a decision of the EU or NATO.

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Seventy Billion Euros, and Two Countries Paying Most of It

The Ankara summit pledged €70 billion in military support for Ukraine in 2026 and at least as much in 2027, without saying who pays what. A VoxUkraine analysis of Kiel Institute data through 30 April shows the base narrowing: Germany and the UK supplied 43 percent of European military aid in 2025 and 63 percent in early 2026. American military aid fell 98 percent, from €20.1 billion in 2024 to €0.48 billion in 2025, while European aid rose to €33.4 billion. Against economic size the pattern inverts: the Nordics are 8.5 percent of donor GDP and 31.8 percent of aid.

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Europe Pays for Ukraine’s War. It Still Buys the Weapons From America.

The Kiel Institute for the World Economy, which has tracked every pledge made to Ukraine since January 2022, published its half-year figures on August 13, 2026, and they measure the one dependence the alliance has spent a year talking about ending. Europe is now comfortably the largest donor of military aid. But between January and June 2026, European governments bought at least €3 billion of that aid from American defence companies — about thirty per cent of everything Europe supplied by ordering it from industry rather than drawing on its own stocks. Under PURL, the NATO mechanism through which European allies buy American weapons for Ukraine, the reliance is close to total: more than ninety per cent of what the initiative delivered came out of United States military stockpiles. “Europe continues to depend on the access to US weapons systems to sustain its military support for Ukraine,” said Federico Mellace, the tracker’s lead analyst. He named the system that makes the point: Patriot, “for which Europe has only limited alternatives at the moment.” The longer-term question, he said, is whether Europe can build reliable substitutes for the American systems Kyiv keeps asking for. The money itself moved in the other direction. European institutions allocated nearly €11 billion across May and June, most of it through the new €90 billion Ukraine Support Loan — €4.3 billion of it military, €6.7 billion financial and humanitarian — with Germany, Denmark and the Netherlands the largest bilateral military donors and the United Kingdom the largest financial one. Even so, financial and humanitarian aid ran forty-one per cent below its 2025 monthly average. The figures land five weeks after the Pentagon opened a review of its European posture intended to move the alliance “irreversibly” toward Europe taking primary responsibility for its own conventional defence, and a fortnight after NATO began folding the American-run command that coordinates aid to Ukraine toward European hands. The transfer of the bill is well advanced; the transfer of the industrial base behind it is not.

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Ukraine's course toward accession to the North Atlantic Alliance remains unchanged; Zaluzhnyi's NATO remarks were 'taken out of context', and there is no alternative to Ukraine's membership for Euro-Atlantic security.

— Heorhii Tykhyi True

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NATO Begins Folding the US-Run Ukraine Aid Command Toward European Hands

On August 3, 2026, NATO Security Assistance and Training for Ukraine (NSATU) — the alliance command that coordinates military aid to Ukraine from Wiesbaden — changed hands: Lt. Gen. Guillaume N. Beaurpere took over from Lt. Gen. Curtis A. Buzzard, its commander since the command stood up in 2024. At the ceremony, Supreme Allied Commander Europe Gen. Alexus Grynkewich said that elements of the US-led Security Assistance Group – Ukraine (SAG-U), the American structure that has run the day-to-day arming of Ukraine out of US European Command, will transfer into NSATU, and that a European or Canadian officer is expected to take command within about a year. He described the shift as delivering 'more effective, efficient and sustainable support, with increased European leadership delivering it', and said it would mean no reduction in support to Ukraine. The general taking over now, Beaurpere, is himself a US officer; the European handover is the stated next step, not something that has happened. But the direction is the same one running through the alliance's whole posture this summer: the coordination machinery built in place of membership is being moved from American to European ownership. It dovetails with the Pentagon's Europe Posture Review, opened on July 27, which set out in its own words to move the alliance 'fast and irreversibly toward Europe taking primary responsibility for its conventional defense'. Folding SAG-U into NSATU and signposting a European or Canadian commander is that principle applied to the single most concrete thing the United States still runs in Ukraine's war: the pipeline of weapons.

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Ukraine will 'never' join NATO — the alliance is built on 'Second World War doctrines' too outdated for Ukraine's military — and Kyiv should anchor its security instead in a European military bloc and the UK-led Joint Expeditionary Force.

— Valerii Zaluzhnyi

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Britain's New Prime Minister Makes Zelenskyy His First Guest

Andy Burnham, a week into office as the fifth British prime minister Volodymyr Zelenskyy has dealt with since 2022, hosted the Ukrainian president aboard HMS Queen Elizabeth at Portsmouth as the first foreign leader he has received. The UK announced it will share with Ukraine the intellectual property behind 'Stone Cloak', a tablet-sized electronic jammer that stops Russian air defences from tracking the drones it is fitted to and thousands of which the Ministry of Defence has already gifted, so that Ukraine can mass-produce it itself; the same technology is expected to be built into the UK's next generation of deep-strike weapons, including Project Brakestop, its new low-cost cruise missile. The two leaders met more than 200 Ukrainian personnel who had spent three weeks in Britain on Exercise Sea Breeze, a maritime security and counter-mine exercise preparing for future Black Sea missions, and discussed Ukraine's need for ballistic-missile interceptors to protect critical infrastructure through the winter, plus joint drone production. Downing Street restated £3 billion a year in support 'for as long as it takes' and put total UK support since the full-scale invasion at £25 billion, 'including' £16 billion military and £5.6 billion non-military. The government's own factsheet, updated on July 24, itemises the same headline in three parts rather than two, which accounts for the balance: £16 billion military (including a £2.26 billion contribution to the G7 Extraordinary Revenue Acceleration Loan), up to £5.6 billion non-military, and a £3.5 billion cover limit in export finance through UK Export Finance. The three are not like-for-like — the total is unqualified, the non-military figure is 'up to', and the export-finance figure is a lending ceiling rather than money spent. What was not said matters too: the UK's standing position as the alliance's loudest advocate of rapid Ukrainian accession was neither restated nor withdrawn at this visit.

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Pentagon Opens Its Europe Posture Review

The Pentagon launched a Europe Posture Review, announced by Under Secretary of Defense Elbridge Colby and following through on a review Defence Secretary Pete Hegseth had trailed at the NATO defence ministers' meeting in Brussels. Colby said it would assess the US military presence in Europe against the administration's 2025 National Security Strategy and 2026 National Defense Strategy, develop a range of options, and be run in consultation with SACEUR Gen. Alexus Grynkewich, European allies and Congress. It is, he said, 'designed to ensure that NATO is moving fast and irreversibly toward Europe taking primary responsibility for its conventional defense', restoring the alliance as a warfighting organisation — 'a NATO 3.0'. A note on one word, checkable in the documents this page already cites. The 2024 Washington Summit Declaration applies 'irreversible' to Ukraine's path to NATO membership. The 2025 Hague and 2026 Ankara declarations contain no membership-path language at all. On July 27, 2026, the same adverb is applied by Washington instead to Europe assuming primary responsibility for its own conventional defence.

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You are the first leader I have welcomed in person since taking office, and that is no accident. It is intended to send a very clear message: we are with Ukraine 100%, I am personally with you 100%, and I will honor every commitment this country has made to Ukraine in full.

— Andy Burnham

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NATO Writes Ukraine Support Into Its Five-Year Funding Baseline

The North Atlantic Council approved NATO's 2027-2031 Common Funding Resource Plan, the Alliance's five-year picture of its own resource needs, and agreed the 2027 ceilings for the Military Budget, Civil Budget and Security Investment Programme, raising total common funding to up to €6.5 billion. The Council also approved a €27 billion NATO Fuel Supply Chain Capability Programme Plan to modernise fuel storage and distribution, including new pipelines in the eastern and south-eastern part of the Alliance. NATO's own release states that the plan 'also provides resources for priority support to Ukraine, including the NATO Security Assistance and Training to Ukraine initiative and the NATO-Ukraine Joint Analysis, Training and Education Centre' — the two joint bodies this timeline records being stood up in 2024 and 2025. It names no Ukraine-specific figure. This is the quieter half of what happened to the relationship this cycle, and it runs the opposite way to the noise: while no summit declaration has mentioned Ukraine's membership path in two years, the machinery built in place of membership is now funded from NATO's common budget on a five-year horizon rather than through annual pledging drives.

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Earlier this year

9

Ankara Summit: €70 Billion for Ukraine, Silence on Membership

NATO's Ankara Summit Declaration pledged €70 billion in military equipment, assistance and training for Ukraine for 2026, with commitments to sustain at least equivalent levels in 2027 — while acknowledging that European Allies and Canada 'now finance the vast majority' of security assistance (CFR, citing Kyiv Independent, reports the pledge itself excludes the United States). Trump announced Ukraine would be licensed to produce Patriot interceptors, a permission previously granted only to Japan and Germany. Allies welcomed the EU's multi-year Ukraine Support Loan. For the second consecutive summit, the declaration contained no reference to Ukraine's membership path — the 'irreversible path' of 2024 now survives only on NATO's institutional pages.

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Membership Traded for Guarantees: US Offers 'Article 5-like' Protection

After Berlin talks with European officials and a Ukrainian delegation, the US said it was ready to give Ukraine 'very strong' security guarantees modelled on NATO's Article 5 to safeguard an eventual ceasefire — a package officials called the 'platinum standard', which Washington said it was willing to submit to the US Senate for ratification. A day earlier Zelenskyy had signalled for the first time that, as a 'compromise', he would give up Ukraine's NATO ambitions in exchange for strong guarantees. German Chancellor Merz called a ceasefire conceivable 'for the first time'. The exchange crystallised the substitution at the heart of the peace framework: binding bilateral guarantees in place of membership.

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Earlier

14

NATO Washington Summit: An 'Irreversible Path' to Membership

The NATO Washington Summit concluded with a historic declaration describing Ukraine's path to full NATO membership as 'irreversible'. Allies pledged a minimum of €40 billion in military assistance for 2025 and established the NATO-Ukraine Joint Analysis, Training, and Education Centre (JATEC) in Poland. Allies ultimately exceeded the pledge, providing over €50 billion in 2024, nearly 60% from European Allies and Canada. This declaration remains the high-water mark of membership language: neither the 2025 Hague nor the 2026 Ankara summit declaration repeats the 'irreversible path' phrase, though NATO's institutional pages still carry it.

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