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Europe's offensive cyber pitch skips the cheaper punishments already on the shelf

At Munich, EU and NATO officials asked for the power to strike back at Russia and China. The newsletter Seriously Risky Business points out that the sanctions and expulsions Europe already holds have gone unused, so defenders should plan on the current tempo holding.

The Watch · Security desk

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Photograph accompanying Europe's offensive cyber pitch skips the cheaper punishments already on the shelf
Photo: news.risky.biz

What happened

  • Speaking on the Munich Security Conference sidelines last week, European Commission executive vice president Henna Virkkunen told Politico that defending is not enough and that Europe also needs offensive capacity.
  • NATO Deputy Secretary General Radmila Shekerinska said at the same conference that the alliance's objective should be to take action and be able to strike back, naming Russia and China as the threats.
  • Russia targeted Poland's electricity grid with a cyber operation late last year, one of the incidents behind the current European appetite for retaliation.
  • The Financial Times reported this week that Russia's GRU is using the Wagner Group to recruit disaffected locals to carry out sabotage operations in Europe.
  • Fifteen Lithuanians were charged late last year with terrorism offences over parcel bombs sent through delivery companies, in a plot authorities there link to Russian intelligence.

Why it matters

  • constraint Deniability is what makes cyber attractive to a government and what makes it a weak deterrent, so the capability being requested cannot be both quiet and effective.
  • decision Funding offensive capacity postpones the choice capitals are actually avoiding, which is whether to spend economic and diplomatic capital on the levers they already control.
  • exposure Grid operators and parcel carriers keep absorbing the campaign, because prosecutions of recruited locals have not slowed the handlers who direct them.
  • contradiction Officials present missing capability as the gap, while the alliance's most capable members have declined to use theirs, which points the diagnosis at political will instead.

Cyber operations appeal to a cabinet because they are deniable. Tom Uren's objection, in the Seriously Risky Business newsletter, is that deniability disqualifies them from the job the Munich speakers described: an operation Moscow can absorb without acknowledging changes no Russian decision, so anything that would actually stop the sabotage has to hurt, which means big and noisy [10]. NATO members with far more mature offensive programmes have not run cyber sabotage campaigns inside Russia, which is why Uren reads the missing ingredient as will rather than tooling [15].

The cheaper instruments are already in hand. Uren names three lines of non-cyber pressure Europe has chosen not to apply: more sanctions, going after the shadow fleet that moves oil around the existing ones, and closing Russian consulates while expelling diplomats [11]. Three named, none used [14]. Each carries lower escalation risk and less legal ambiguity than a destructive network operation, and each has an obvious owner inside a foreign ministry. His inference follows from that: capitals that decline the expulsion will hesitate at the destructive operation too, whenever the capability finally lands [16].

The activity underneath the rhetoric is not primarily a network problem. GRU handlers are using the Wagner Group to recruit disposable locals, per Financial Times reporting cited in the newsletter [7], and the resulting incidents have been irritating rather than lethal or economically serious [12]. Prosecutions land on the recruits and have not touched the campaign's tempo [13]. What has moved is ambition: fifteen defendants charged over parcel bombs sent through Lithuanian delivery firms [8], with reporting that the next phase targeted cargo aircraft bound for the United States and Canada [9]. The charges are on the record; the cargo-plane stage is reporting rather than an indictment [9].

Shekerinska named China alongside Russia [2], but the whole cost menu on the table concerns Russia, and the call itself is being driven by Russian aggression in Europe [4]. No one at Munich, including the intelligence chiefs who echoed Virkkunen [3], described an instrument aimed at Chinese operations. For defenders the planning assumption does not move this quarter. Poland's grid was targeted late last year [5], the proxy sabotage continues [6], and the deterrent being requested needs both a procurement cycle and a political decision that has already failed a much easier test. Uren does support building sovereign European capability, partly because the alliance looks less reliable than it did [17]. That is an argument about the next five years, not a change to the threat model for grid operators and delivery networks being probed now.

What to watch

  • Whether any EU member closes a Russian consulate or expels diplomats over the sabotage campaign, which would be the first evidence the will exists.
  • Whether Lithuanian prosecutors bring charges covering the alleged cargo-aircraft phase, moving it from reporting to court record.
  • Whether any European state publicly claims a disruptive operation inside Russia, which would set the precedent the Munich speakers asked for.

Clarity's read

What the record supports and how the coverage leans. The claims behind it follow.

Reality

Evidence58
Adoption
Insufficient
Hype gap+32
Incentives52
Confidence57
Why these scores

Claim ledger

Ranked by verification strength, evidence, and original report placement.

  1. [1]

    Speaking on the sidelines of the Munich Security Conference last week, the European Commission's Executive Vice President for Tech Sovereignty, Security and Democracy, Henna Virkkunen, told Politico that "it's not enough that we are just defending ... We also have to have offensive capacity".

    ReportedSupportedView cited source
  2. [2]

    At the same conference, NATO Deputy Secretary General Radmila Shekerinska said the alliance's collective objective should be "to take action and to be able to strike back" against cyber threats, and called out Russia and China as significant threats.

    ReportedSupportedView cited source
  3. [3]

    Other European officials at the conference, including intelligence chiefs, expressed similar sentiments about the need for offensive capacity.

    ReportedSupportedView cited source

Sources

1 independent publisher whose own reporting we read for this story.

  1. news.risky.biz

    1 article · August 26, 2026

    Chinese distillation

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