Published by Global Banking & Finance Review®
Posted on April 3, 2026
5 min readLast updated: April 3, 2026
Add as preferred source on GooglePresident Trump’s fury over NATO allies’ refusal to help secure the Strait of Hormuz amid the U.S.–Israeli war with Iran has thrust NATO into its gravest crisis since its founding, with trust fraying and the U.S. considering withdrawal.
By Gram Slattery, Andrea Shalal, Andrew Gray and John Irish
WASHINGTON/BRUSSELS/PARIS, April 3 (Reuters) - The NATO alliance has in recent years survived existential challenges - ranging from the war in Ukraine to multiple bouts of pressure and insults from U.S. President Donald Trump, who has questioned its core mission and threatened to seize Greenland.
But it is the U.S.-Israeli war with Iran, thousands of miles from Europe, that has nearly broken the 76-year-old bloc and threatens to leave it in its weakest state since its creation, say analysts and diplomats.
Trump, enraged that European countries have declined to send their navies to open up the Strait of Hormuz to global shipping following the start of the air war on Feb 28, has declared he is considering withdrawing from the alliance.
"Wouldn't you if you were me?" Trump asked Reuters in a Wednesday interview.
In a speech on Wednesday night, Trump criticized U.S. allies but stopped short of condemning NATO, as many experts thought he might.
But combined with other barbs aimed at Europeans in recent weeks, Trump's comments have provoked unprecedented concern that the U.S. will not come to the aid of European allies should they be attacked, whether or not Washington formally walks away.
The result, say analysts and diplomats, is that the alliance created in the Cold War that has long served as the basic fabric of European security is fraying and the mutual defense agreement at its core is no longer taken as a given.
"This is the worst place (NATO) has been since it was founded," said Max Bergmann, a former State Department official who now leads the Europe, Russia, and Eurasia Program at the Center for Strategic and International Studies in Washington.
"It's really hard to think of anything that even comes close."
That reality is sinking in for Europeans, who have counted on NATO as a bulwark against an increasingly assertive Russia.
As recently as February, NATO Secretary-General Mark Rutte had dismissed the idea of Europe defending itself without the U.S. as a "silly thought." Now, many officials and diplomats consider it the default expectation.
"NATO remains necessary, but we must be capable of thinking of NATO without the Americans," said General Francois Lecointre, who served as France's armed forces chief from 2017 to 2021.
"Whether it should even continue to be called NATO - North Atlantic Treaty Organization - is a valid question."
White House spokeswoman Anna Kelly said: “President Trump has made his disappointment with NATO and other allies clear, and as the President emphasized, ‘the United States will remember.’”
A NATO representative did not immediately respond to a request for comment.
NATO has been challenged before, not least during Trump's first term from 2017 to 2021, when he also considered withdrawing from the alliance.
But while many European officials until recently believed that Trump could be kept on board with pomp and flattery, fewer now hold that belief, according to conversations with dozens of former and current U.S. and European officials.
Trump and his officials have expressed frustration over what they see as NATO's unwillingness to help the United States in a time of need, including by not directly assisting with the Strait of Hormuz and by restricting U.S. use of some airfields and airspace. U.S. officials have declared NATO cannot be a "one-way street".
European officials counter that they have not received U.S. requests for specific assets for a mission to open the strait and complain that Washington has been inconsistent about whether such a mission would operate during or after the war.
"It's a terrible situation for NATO to be in," said Jamie Shea, a former senior NATO official who is now a senior fellow at the Friends of Europe think tank.
"It is a blow to the allies who, since Trump returned to the White House, have worked hard to show that they are willing and able to take more responsibility (for their own defense)."
Trump's latest comments follow other signs of an increasingly unsteady alliance.
Those include his stepped-up threats in January to wrest Greenland away from Denmark and recent moves by the U.S. that Europeans see as particularly accommodating toward Russia, which NATO defines as its principal security threat.
The administration has remained essentially mum amid reports that Moscow has provided targeting data for Iran to attack U.S. assets in the Middle East and has lifted sanctions on Russian oil in a bid to ease global energy prices that have spiked during the war.
At a meeting of G7 foreign ministers near Paris last week, U.S. Secretary of State Marco Rubio and Kaja Kallas, the foreign policy chief of the European Union, had a tense exchange, according to five people familiar with the matter, underlining the increasingly fraught transatlantic relationship.
Kallas asked when U.S. patience with Russian President Vladimir Putin would run out over Ukraine peace negotiations, prompting Rubio to respond with irritation that the U.S. was trying to end the war while also providing support to Ukraine, but the EU was welcome to mediate if it wanted to.
Legally, Trump may lack the authority to withdraw from NATO. Under a law passed in 2023, a U.S. president cannot exit the alliance without the consent of two-thirds of the U.S. Senate, a nearly impossible threshold.
But analysts say that, as commander-in-chief, Trump can decide whether the U.S. military will defend NATO members. Declining to do so could imperil the alliance without a formal withdrawal.
To be sure, not everyone sees the current crisis as existential. One French diplomat described the president's rhetoric as a passi
NATO is facing a crisis due to Trump questioning the alliance's mission and threatening withdrawal amid tensions linked to the US-Israel conflict with Iran.
Trump has expressed anger over European countries not supporting US actions in the Strait of Hormuz and has considered withdrawing the US from NATO.
European officials worry the mutual defense agreement is no longer guaranteed and are preparing for the possibility of NATO without US support.
Analysts describe NATO as being in its weakest state since its founding, with trust in mutual defense severely strained.
The conflict has highlighted divisions within NATO, with disagreements over military support and strategic responses deepening the alliance's crisis.
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