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Pausing US intelligence sharing with Ukraine: what are the practical consequences?



The recent announcement by US National Security Advisor Mike Waltz asserting the cessation of intelligence sharing with Ukraine marks a significant shift in US foreign policy and potentially has profound implications for Ukraine’s defence capabilities against Russian aggression. Here we explore the nature of US intelligence support to Ukraine, the potential consequences of its withdrawal, the role of the Five Eyes alliance, and the broader geopolitical ramifications of this decision.


US Intelligence Support to Ukraine: Scope and Impact


Since the onset of the conflict in Ukraine, the United States has been a pivotal ally, providing comprehensive intelligence support that has been instrumental in countering Russian military operations. This support encompassed real-time battlefield intelligence, satellite imagery, signals intelligence (SIGINT), and cyber intelligence. Key US agencies involved have included:


• Central Intelligence Agency (CIA): Responsible for human intelligence (HUMINT) gathering and covert operations, the CIA has played a crucial role in rebuilding Ukraine’s intelligence services post-2014, transforming them into one of the US’s most trusted partners. 


• National Security Agency (NSA): Specialising in Signals Intelligence (SIGINT), the NSA has provided Ukraine with intercepted communications and electronic intelligence, offering insights into Russian military strategies and movements.


• National Geospatial-Intelligence Agency (NGA): Offering geospatial intelligence, the NGA has supplied satellite imagery and analysis, aiding Ukraine in monitoring troop deployments and battlefield changes.


• Defence Intelligence Agency (DIA): Focusing on defence and military intelligence, the DIA has assisted Ukraine in understanding Russian military capabilities and potential threats.


This intelligence collaboration was deemed “revolutionary” by US defence officials, significantly enhancing Ukraine’s operational effectiveness. Notably, US intelligence enabled Ukraine to anticipate and counter Russian offensives, conduct precision strikes on high-value targets, and safeguard civilian populations by predicting attacks.


Immediate and Long-Term Consequences of Intelligence Withdrawal


The suspension of US intelligence sharing is poised to have several immediate and enduring effects on Ukraine’s military operations:


• Decreased Situational Awareness: Without real-time intelligence, Ukraine’s ability to monitor Russian troop movements and anticipate attacks diminishes, increasing vulnerability to surprise offensives.


• Reduced Precision in Operations: The absence of detailed intelligence hampers Ukraine’s capacity to conduct targeted strikes, potentially leading to higher collateral damage and reduced operational success.


• Strategic Blind Spots: Long-term intelligence gaps could prevent Ukraine from identifying and exploiting Russian military weaknesses, hindering strategic planning and adaptation.


• Morale and Command Challenges: The loss of intelligence support may erode the confidence of Ukrainian forces and complicate command decisions, affecting overall battlefield performance.


The Five Eyes Alliance and Its Implications


The Five Eyes (FVEY) is an intelligence-sharing alliance comprising the United States, United Kingdom, Canada, Australia, and New Zealand. Established through the UKUSA Agreement, this alliance facilitates extensive sharing of SIGINT and other intelligence forms among member nations. The US decision to halt intelligence sharing with Ukraine raises critical questions about the alliance’s cohesion and operational dynamics:


• Autonomy of Member Nations: While the US plays a leading role in FVEY, each member retains sovereignty over its intelligence-sharing policies. Therefore the US cessation does not oblige other members to follow suit.


• Potential for Continued Support: The remaining FVEY members could choose to maintain or even enhance intelligence sharing with Ukraine, compensating for the US withdrawal. However, the absence of US intelligence, which constitutes a significant portion of FVEY’s capabilities, would still result in a net loss for Ukraine.


• Alliance Cohesion: The unilateral US decision may strain relationships within FVEY, as it challenges the principle of collective response to global security threats. Such actions could undermine trust and the effectiveness of the alliance.


Geopolitical Ramifications and Domestic Considerations


The timing and nature of the US intelligence withdrawal suggest potential domestic and international political motivations:


• Domestic Political Strategy: The move could be aimed at appeasing segments of the US electorate favouring reduced foreign intervention, signaling a shift towards prioritizing domestic issues over international engagements.


• Impact on US-Ukraine Relations: This decision may strain diplomatic ties, leading to a reassessment of Ukraine’s reliance on US support and prompting Kyiv to seek alternative alliances or self-reliance strategies.


• Global Perception: The withdrawal could be perceived as a retreat from global leadership by the US, emboldening adversarial nations like Russia and China, and causing allies to question the reliability of US commitments.


The future of Western intelligence sharing


The cessation of US intelligence sharing with Ukraine represents a significant shift with multifaceted implications. While Ukraine may seek to mitigate the immediate operational impact through support from other allies, the loss of US intelligence creates substantial challenges in its defence against Russian aggression.


Furthermore this decision could destabilise the cohesion of the Five Eyes alliance and alter geopolitical dynamics, reflecting a potential reorientation of US foreign policy influenced by domestic political considerations. The full extent of these consequences will unfold over time, contingent on the responses of international actors and the evolving security landscape in Eastern Europe.

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