Sensitive sites supporting the US

A map of the risks Iran poses to European countries. And Erdogan’s double trigger

Setting aside the alarmist tone of the Financial Times, from the Black Sea to Cyprus, from Akrotiri to Hormuz, the distinction between the front line and the rear has vanished. A new American attack would draw bases on EU territory even more deeply into the conflict, necessitating measures to counter hybrid warfare. And Turkey’s position – with its NATO and Middle Eastern agreements (and as a target of Israel) – makes the invocation of Article 4 of the North Atlantic Treaty more likely.

Un marinaio americano assiste un Eurocopter  Super Puma dalla pista della  nave USS Abraham Lincoln  via REUTERS

7' min read

Translated by AI
Versione italiana

7' min read

Translated by AI
Versione italiana

Setting aside the alarmist reports in the Financial Times regarding US bases in Europe, the question that should be occupying Palazzo Chigi, the Élysée Palace, Downing Street and the German Chancellery today is not whether Iran has decided to ‘attack NATO’. There is no evidence of such a decision in the available government sources. The issue is more serious: to what extent is Europe’s military, energy and logistical apparatus now geared towards a crisis that originated in the Gulf but is no longer confined to the Gulf? By 2026, the distinction between the front line and the rear had become blurred. Cyprus had been reached. Bulgaria has become part of the American logistical hinterland. Hormuz has become a European economic variable. And NATO, in Ankara, has begun to treat all these phenomena as components of a single strategic problem.

The most significant – and perhaps the least understood – event took place far from Brussels. On 2 March 2026, the British Prime Minister Keir Starmer informed the House of Commons that an Iranian drone had struck the RAF Akrotiri area, within the British Sovereign Base Area in Cyprus, crashing just a few dozen metres from British personnel without causing any casualties. On 9 March, the then Defence Secretary John Healey explained to Parliament that London had strengthened its regional defences and authorised the use of RAF Fairford and Diego Garcia by the United States for specific defensive operations related to Iran. In short, it is sufficient for bases, tankers, ports, command networks and energy infrastructure located on the continent to become necessary for supporting American or allied operations. At that point, the issue is no longer merely where the target is located, but what function it serves.

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Bulgaria: the rear route becomes operational

Bulgaria is another sensitive case because there is no legal ambiguity here as there is in Cyprus: Sofia is a member of NATO. On 24 July 2026, the Bulgarian Defence Minister Dimitar Stoyanov travelled to Bezmer whilst refuelling operations and the organisation of the deployment of US air-to-air refuelling aircraft were under discussion. The Bulgarian government’s position was clear: Bulgaria does not consider itself a party to the conflict. Yet it is precisely this discrepancy between political interpretation and military function that poses a strategic risk. A base can therefore be politically ‘non-belligerent’ whilst simultaneously playing a vital role in the US operational chain. Based on the available primary sources, there is no evidence that Iran has ordered an attack on Bezmer. And it would be irresponsible to claim otherwise. But it is equally wrong to ignore the issue: if the conflict were to intensify, the distinction between those who fight and those who make fighting possible could become one of the central tenets of Iranian strategy. This is precisely where Europe must look closely: not at Tehran’s loudest rhetoric, but at the signs that precede a change in doctrine — targeted reconnaissance, cyber attacks on logistics networks, interest in fuel depots, tracking of tankers, surveillance of bases, and the public designation of host states as ‘participants’ in the conflict. Although of a different nature, the maritime drone intercepted in Romania is a clear indication of this hybrid warfare model.

London, the major exhibition

Of the major European powers, the United Kingdom is the one most directly exposed in operational terms. The British Strategic Defence Review regards the bases at Akrotiri and Dhekelia as strategically essential infrastructure and links the British presence in the eastern Mediterranean to the ability to operate in the Gulf. London combines elements that France, Germany and Italia possess only in part: territorial sovereignty over bases in the eastern Mediterranean, a presence in the Gulf, expeditionary capabilities, nuclear deterrence and exceptionally deep military integration with Washington. This strength is, at the same time, a vulnerability. The more the United States utilises British infrastructure to underpin its regional posture, the more London becomes the principal European bridge between NATO and the Middle Eastern theatre. The risk for Britain is therefore not merely that of suffering another drone attack. It is that of having to decide, within a matter of hours, whether an attack on its own infrastructure constitutes a limited incident to be absorbed, a violation of sovereignty to be dealt with autonomously, or the start of a crisis to be brought before the North Atlantic Council. The difference between these three responses could determine the entire trajectory of the escalation.

France and Germany: the political heart of the E3

France occupies a distinct position. Paris is not Europe’s main logistical hub for the crisis, but it is a nuclear power, a permanent member of the Security Council and part of the E3 alongside Germany and the United Kingdom. On 28 August 2025, the three countries activated the ‘snapback’ mechanism relating to international sanctions against Iran. From that moment on, for Tehran, the relationship with Paris has no longer been solely about the nuclear dialogue: it concerns sanctions, international legitimacy, economic access and Europe’s ability to maintain a common position. For this reason, France is probably more exposed to political, diplomatic, intelligence and cyber pressure than to a direct kinetic attack. Striking mainland France would offer Tehran very little advantage and entail an enormous risk; driving a wedge between Paris and Washington, London or Berlin would be far more useful. Germany, on the other hand, represents the point where security and economic power converge. Chancellor Friedrich Merz, on 17 April 2026, stated that Berlin was willing, once hostilities had ceased and provided there was a solid legal basis, to contribute to an international mission for the security of the Strait of Hormuz, citing mine clearance and maritime reconnaissance among the possible roles for the Bundeswehr.

Italia, the pivotal country

Italy’s position is not simply one of diplomatic neutrality. It is a matter of national interest. In May, Minister Tajani described the crisis in the Strait of Hormuz as a shock capable of affecting energy security, industrial competitiveness and the international economic balance, pointing out that Italy is a heavily export-oriented economy. On 17 June, the Ministry of Foreign Affairs convened representatives of the national manufacturing sector to discuss the consequences of the crisis and the support measures made available by ICE and SIMEST for the most vulnerable businesses. But Rome also has a military dimension that cannot be separated from the economic one. Defence Minister Guido Crosetto travelled to the United Arab Emirates on 22 April and to Qatar on 23 April, meeting, respectively, President Mohamed bin Zayed Al Nahyan and Emir Tamim bin Hamad Al-Thani. These are two countries directly concerned with Gulf security and central to the West’s stance in the region. For Italia, the strategic line is therefore very narrow: to uphold freedom of navigation and Western credibility without turning the central Mediterranean into an automatic platform for escalation.

Ankara, Israel and the Syrian front

Complicating matters is Recep Erdogan, the only major NATO ally who is simultaneously a Mediterranean power, a direct military player in Syria and an independent interlocutor with Washington, Moscow, Damascus and the Gulf monarchies. Tensions with Israel over the Turkish presence in Syria introduce a further risk: an Iran-Israel crisis could overlap with an Israel-Turkey crisis without either conflict having been planned as such. For NATO, this scenario would be extremely delicate. Ankara has already invoked Article 4 on several occasions to bring threats originating from Syria to the attention of the Allies. And Article 4, far more so than Article 5, is probably the threshold to watch at this stage: it allows for consultations, reinforcements and coordination before an Ally has suffered an armed attack. NATO points out that, up until 23 September 2025, the mechanism had been formally invoked only nine times since 1949.

Tra Nato e medioriente

Il presidente turco Recep Tayyip Erdogan

The New Defence Economy

It is here that Iran and Russia begin, indirectly, to converge in European defence budgets. Iran does not replace Moscow as the primary territorial threat, but it forces Europe to invest in capabilities that the war in Ukraine had already made urgent: air and missile defence, counter-drone measures, ISR, cyber defence, secure storage facilities, ammunition, logistical infrastructure and energy resilience. EU countries spent 418 billion euros on defence in 2025; for 2026, the Council estimates a figure of 454 billion, equivalent to 2.4 per cent of aggregate GDP and 75.3 per cent higher than in 2021. At the NATO summit in Ankara on 8 July 2026, the Allies announced over €50 billion in new programmes concerning, amongst other things, deep precision strikes, integrated air and missile defence, unmanned systems and intelligence; over $40 billion over five years is earmarked for counter-drone capabilities and €27 billion for the modernisation of fuel depots, distribution and infrastructure. These figures illustrate the paradigm shift better than many political speeches. The challenge facing Europe is no longer simply about purchasing platforms. It is about ensuring they can continue to fight after days or weeks of attacks: available fuel, repairable bases, redundant radar systems, sufficient ammunition and resilient cyber networks.

The European Red Line

That is why simply talking about ‘Iran versus NATO’ misses the point. The real threat is not an unlikely Iranian offensive against the continent. A new American escalation would make European bases more valuable. The more important those bases become, the more they factor into Iran’s calculations. Tehran may start with cyberattacks, intelligence operations, sabotage, threats or economic pressure. An incident results in casualties. A government requests NATO consultations. The attribution becomes sufficiently robust. The crisis changes in nature. This is the new geography of European security: from the Black Sea to Cyprus, from Akrotiri to Hormuz, the rear areas are disappearing. And when the rear areas disappear, the quality of politics matters just as much as that of weapons.

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Charlye Ghezzi is a geopolitical analyst and a specialist in technology and government security

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