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Lock the gains, Chancellor. Lock the gains

As Europe stalls and stockpiles, Merz moves — quietly rewriting the balance of power, one Patriot system at a time.

6 min readJul 17, 2025
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I made a mistake yesterday.

In outlining the first three steps of the eight-part escalation ladder, I wrote: “France will likely resist.” That was wrong. I failed to account for one critical variable: embarrassment.

Everyone knows France is under severe budget constraints. If they join the European push to acquire Patriot air-defense systems for Ukraine, the optics will be brutal. Merz, who has fought tooth and nail to position Germany as a heavyweight in weapons production and procurement, can casually drop $5 billion into the effort. France, by contrast, would struggle to contribute $500 million — and even then, there’s no guarantee the funds would clear.

Now imagine the headlines:
Europe purchases five Patriot systems. Germany contributes $5 billion. France — $500 million.

It would be a humiliation of continental scale, especially as Europe increasingly leans on France for nuclear protection. So no, France won’t resist. They’ll simply stay out of it.

Shankar Narayan
Shankar Narayan

Written by Shankar Narayan

He didn't care what he had or what he had left, he cared only about what he must do.