TL;DR: The Five Eyes intelligence alliance (the closest partnership in the world for 80 years) is fracturing. The UK suspended Caribbean intelligence sharing because it considers US strikes illegal. The Netherlands scaled back over "politicization" fears. Director of National Intelligence Tulsi Gabbard ordered a blackout on sharing Ukraine intelligence with allies. This isn't a policy disagreement: it's a trust collapse. And as the Venezuela operation shows, America is increasingly acting alone, burning through the alliances that took generations to build. Harvard historian Calder Walton put it bluntly: Putin "could not dream of doing better" than watching the Five Eyes "sabotaged from within."
The Breaks, One by One
The Five Eyes alliance (US, UK, Canada, Australia, New Zealand) has operated since 1946 on a simple principle: share everything, trust completely. That principle is now breaking down on multiple fronts simultaneously.
The UK Caribbean Suspension
In November 2025, Britain stopped sharing intelligence on suspected drug trafficking in the Caribbean. The reason: the UK believes US military strikes on alleged drug boats violate international law, and continuing to provide targeting intelligence would make Britain complicit.
This isn't a minor disagreement. Britain halted signals intelligence, aerial tracking, and geolocation data: the backbone of maritime interdiction. One analyst called it "the most serious rift in the partnership in more than seventy years."
The Gabbard NOFORN Directive
In July 2025, Director of National Intelligence Tulsi Gabbard issued a directive ordering that all information regarding Russia-Ukraine peace negotiations not be shared with Five Eyes partners. The memo directed agencies to classify Ukraine-related intelligence as "NOFORN" (No Foreign Nationals, including allies).
In March came the "Ukraine intel blackout": an unprecedented freeze that shut Britain and Australia out of updates on Russian troop movements. America's closest intelligence partners were learning about developments from news reports rather than shared intelligence.
The Dutch Pullback
The Netherlands announced it was scaling back intelligence-sharing with America over fears of "politicization." When even neutral-leaning European allies start hedging, something fundamental has shifted.
Colombia and Canada
Colombian President Gustavo Petro ordered his country's security forces to stop sharing intelligence with Washington until the Caribbean strikes stop. Canada has signaled it doesn't want its intelligence used for targeting lethal strikes.
The Trust Collapse
Intelligence sharing isn't just about data. It's about trust.
For 80 years, Five Eyes partners operated on an unspoken understanding: what is shared will not be politicized, weaponized against allies, or used for operations partners consider illegal. That understanding is breaking down.
"Intelligence depends on the unspoken belief that what is shared will not be politicized. Once that trust collapses, the value of the intelligence collapses with it. Trump is destroying Five Eyes by destroying the trust that underpins it."
A former CIA officer reported that trust within the Five Eyes was "already beginning to fray," with the exchange of human intelligence (HUMINT) being particularly affected. When allies can't trust that their sources and methods will be protected, they stop sharing them.
What Happens When Trust Breaks
- Alternative networks form. Analyst Irina Tsukerman warned: "If allies are cut out of the loop on Russia–Ukraine talks, they begin to form their own assessments without Washington's input. Once alternative networks and channels form, they will not dissolve quickly."
- Sources dry up. Intelligence depends on human sources who risk their lives. Those sources need to trust that their information won't be mishandled. When that trust evaporates, so does the intelligence.
- Reciprocity ends. Five Eyes was built on reciprocity: everyone shares, everyone benefits. When one partner starts withholding, others follow.
Harvard historian Calder Walton put it starkly: Putin "could not dream of doing better than having the Five Eyes alliance undermined and sabotaged from within." He added: "Whether Trump knows it or not, he's doing Putin's bidding for him."
The Broader Isolation
The intelligence fracture is just one symptom of a larger diplomatic rupture. According to a February 2025 YouGov poll, 73% of Europeans view President Trump as a threat to peace and security in Europe (only 9 percentage points below Vladimir Putin). More than half consider Trump an enemy of Europe.
These aren't adversaries. These are allies.
The Transatlantic Break
Some analysts believe the transatlantic alliance that was the cornerstone of European security has effectively ceased to exist in its traditional form.
- Germany: Plans to spend 92% of a $95 billion arms purchase in Europe, with only 8% going to US suppliers
- Denmark: Chose European vendors for its largest-ever military purchase ($9 billion in air defense) after Trump's threats against Greenland
- UK and former dominions: Forming closer ties with Europe, particularly Germany and France, for the first time since Brexit
The 2025 National Security Strategy explicitly identifies "patriotic European parties" (far-right parties like France's National Rally and Germany's AfD) as America's real allies in Europe. Its stated goal of "cultivating resistance to Europe's current trajectory" amounts to a policy of constitutional regime change in allied democracies.
Economic Consequences
Boycott movements are gaining traction globally. In some European countries, more than half of consumers say they will avoid American products. Major markets like India and key allies like Canada are participating.
When allies become adversaries, trade becomes a battlefield.
The Venezuela Operation
As of this morning, January 3, 2026, the United States has conducted what Trump called a "large scale military strike" against Venezuela, with reports that President Nicolás Maduro has been captured.
This follows months of escalation:
- September 2025: Lethal strikes on alleged drug trafficking boats begin
- December 2025: First strike on a land target inside Venezuela
- December 2025: Pentagon buildup reaches 15,000+ troops, including the Navy's newest aircraft carrier
- January 3, 2026: Major strikes on Caracas and multiple states; Maduro reportedly captured
At least 115 people were killed in strikes prior to today's operation. The Venezuelan government has called it "military aggression." The UN stated: "These actions violate the fundamental international obligations not to intervene in the domestic affairs or threaten to use armed force against another country."
Operating Alone
What's notable about the Venezuela operation is how isolated the US is in conducting it:
- The UK won't provide intelligence for fear of complicity
- Colombia has suspended intelligence cooperation
- Canada has drawn explicit lines
- International bodies have condemned the strikes as illegal
America is acting unilaterally because it has to: its allies won't participate in operations they consider unlawful.
War as Distraction
Military action has historically served as a distraction from domestic and diplomatic crises. A Venezuela war (if it escalates) would dominate news cycles, rally nationalist sentiment, and potentially give allies reason to mend fences (or at least quiet criticism) for the duration.
But it would also cement the pattern: America acting alone, burning through legitimacy and alliances for short-term objectives. Each unilateral action makes the next one more likely, and makes rebuilding alliances harder.
What This Means for Americans
For ordinary Americans, the collapse of intelligence alliances has concrete implications:
Security
- Less intelligence: The US doesn't have surveillance assets everywhere. It relies on partners for coverage of regions where American presence is limited.
- Slower warnings: Terrorist plots, cyberattacks, and military threats are often detected first by partner agencies. Without sharing, warnings come later, or not at all.
- Fewer sources: Human intelligence requires trust. When the US burns sources by mishandling intelligence, those sources and their networks stop cooperating.
Economy
- Defense contracts: Allies buying European means American defense contractors lose billions in sales
- Trade: Diplomatic isolation translates to economic isolation. Tariffs invite retaliation. Boycotts hurt American brands.
- The dollar: American hegemony has underpinned the dollar's reserve currency status. As hegemony erodes, so does that foundation.
Influence
- China fills the vacuum: As America withdraws, China expands. Belt and Road projects grow while US aid shrinks. Beijing removes tariffs on African imports while Washington piles them on.
- Russia benefits: Every Five Eyes fracture is a win for Moscow. Every NATO crack is a strategic gift.
- Alternative systems form: Countries that can't rely on America will build alternatives. Those alternatives won't disappear when American policy changes.
Can It Be Rebuilt?
After Trump's first term, allies treated him as an aberration: a four-year disruption before returning to normal. That interpretation is no longer possible.
The structural challenges to rebuilding are severe:
- Time: "It will take a decade to rebuild the State Department and longer to restore U.S. scientific leadership if the world's talent goes elsewhere."
- Trust: Allies now see isolationism as a permanent strain in American politics, not a temporary deviation. Any future president's commitments will be discounted by the possibility of another reversal.
- Alternatives: Once European defense industries grow, once alternative intelligence networks form, once trade patterns shift, those changes become structural, not temporary.
- Reciprocity: Countries that have been threatened, insulted, or abandoned don't return to the status quo ante. They remember.
In 2010, a historian predicted that American hegemony might end by 2025 "not with a bang but with a whimper." That prediction is looking prophetic, though the current end involves more bangs than expected.
The Bottom Line
The Five Eyes alliance survived the Cold War, the War on Terror, and every crisis in between because it was built on trust. That trust is now collapsing: not from external attack, but from internal sabotage.
Britain, America's closest ally, won't share intelligence because it considers American operations illegal. The Netherlands scaled back over politicization. The Director of National Intelligence ordered a blackout on sharing Ukraine intelligence with partners. And America is conducting military operations that its allies won't support.
This isn't a policy disagreement. It's a fundamental break in how America relates to the world.
The Venezuela operation may distract from these problems temporarily. War has a way of clarifying (or obscuring) everything else. But when the immediate crisis passes, the structural damage will remain: an America that acted alone because it had to, having alienated the partners that used to act with it.
Putin couldn't have designed it better. He didn't have to. America is doing it to itself.
References
- Washington Monthly: Five Eyes Become Three Blind Mice
- CBS News: Gabbard Barred Sharing Intelligence with Five Eyes
- Carnegie Endowment: Is the Transatlantic Relationship at a Breaking Point?
- Foreign Affairs: The Allies After America
- FPIF: America's 2025 NSS Is Dismantling Its Own Hegemonic Order
- Center for American Progress: The Transatlantic Rift
- CNN: UK Suspends Caribbean Intelligence Sharing
- CNN: US Captures Venezuelan Leader Maduro
- LSE: The US-Led World Order Is Breaking