I will also have a very negative posture on the EU military spending/capability unfortunately after working for a Baltic government and being familiar at a high level at capabilities in the region and somewhat familiar of Germany/France. In the EU today now that Britain has left, France is the only real military power who has 1) the forces to deploy and 2) the will to do so. German forces are in a terrible state of disrepair and the new government does not seem like one to invest further (Ulrike Franke has a great writeup and is worth a twitter follow) and even the old gov is under fire for blocking military aid as they have supported nonlethal NATO equipping only to Ukraine, I would guess partially because they are addicted to Russian gas but there are some rumors that Merkel will join some Russia affiliated boards (gotta love a little government graft). Poland I am less clear about but I have never heard anything about them having a really solid air force and anti-air capabilities which is one of the most critical things Ukraine needs (at this point Ukrainian ground forces are actually pretty good and are well versed in how to fight; what they need is to be able to ward off incursions by sea and air).
https://www.airforcemag.com/ukraine-says-it-can-deter-a-russ... https://www.ft.com/content/1336c9be-f1c9-4545-9f85-3b07fcb74...
This however makes the relationship somewhat symbiotic, as Russia also depends on EU money. I remember reading recently (somewhere?) that Russia had transitioned from a failed industrial state to a failed Petrostate sometime in the 90's since that's currently their biggest source of foreign currency.
Another point I'm surprised I don't see anybody making is the impact of drones on armoured assaults. The recent conflict (Tajikistan / Kyrgyzstan ?) showed that they could really devastate attacking armour, and last time Russia 'holidayed' in Ukraine it was their stronger armour that pushed the Ukrainians back. This could really tip the balance back to the defenders. Also, it's hard to deny you've invaded a country if 100 of your tanks are smouldering wrecks on the wrong side of a border.
I totally agree on German forces being deplorable. Regarding Poland:
- MIM-104 Patriot (air defense): https://www.bbc.co.uk/news/world-europe-43574308
- JASSM-ER (cruise missiles): https://defence24.com/70-jassm-er-missiles-for-the-polish-f-...
- F-35 figher jets: https://www.defensenews.com/global/europe/2020/01/31/poland-...
- M142 HIMARS rocket launchers: https://www.defensenews.com/global/europe/2019/02/11/poland-...
- M1A2 Abrams SEPv3 tanks: https://www.defensenews.com/land/2021/07/14/polish-defence-m...
.. and there are plenty of smaller scale projects. Poland is arming to teeth.
I'm pretty well connected to the Baltics and have spent a lot of time in that part of Europe, both in North Eastern Poland, Lithuania and Latvia (less so in Estonia though I've been there a couple of times I never spent a lot of consecutive time there). From what I gather there is some fierce nationalism there, and a pretty strong cultural identity, in spite (possibly because) of years of Russian efforts to destroy those. At the same time, and in spite of financial/cross border integration with the rest of Europe those countries are an island surrounded on their land borders by borderline hostiles with a tiny little bridge to the rest of Europe.
But you have a point about the Nordics and Poland who definitely would have a big stake in this. But for your average person from Madrid, Paris or Rome it likely would not be something they even realize is in play, they might not even know Kaliningrad exists and they might not know much about the Baltics and their history or present day role in Europe.
It is actually the second, but only just, and China will surpass it very soon. This doesn't detract from your point at all.
https://www.aljazeera.com/news/2021/9/26/erdogan-turkey-coul...
With this in mind, the west's strategy of economic pressure makes some more sense. The economic pressure will help this strength window last for less time, and perhaps even cause some internal issues that will distract away from foreign adventures.
- EU is basically the third largest economy in the World. Meanwhile, Russia is about similar size economy as Italy. The combined EU military spending and capability/equipment is well above Russia's. So, in terms of economic and military power, the EU certainly has means, but see below.
- Would EU have political might and unity? That is a big question. However, the situation with the Baltic States is not so simple: these countries are well integrated parts of the EU, including the membership in Eurozone, Schengen Area, financial and banking system (banks are mostly Scandinavian in the Baltics), etc. Any threats to them would have significant consequences e.g. to Euro as a currency.
- While some EU countries might be reluctant to do anything, there would be other EU countries which might take unilateral action as they might feel threatened too. In particular, Nordic countries and Poland (which, by the way, recently is getting very heavily armed).