The emphasis has changed to suit the president’s priorities, but fact-based analysis remains paramount.
CIA
Director John Ratcliffe and Director of National Intelligence Tulsi
Gabbard delivered the intelligence community’s annual “threat
assessment” to Congress
on Tuesday and Wednesday. The headline was that both officials
downplayed the national security danger of the now-notorious discussion
on a Signal commercial messaging chat of planned military operations in
Yemen.
Gabbard
told a Senate committee Tuesday that “no classified information” was
shared on the chat, which inadvertently included journalist Jeffrey
Goldberg of the Atlantic. Pressed by House members Wednesday about
sensitive details shared about planned strikes on Houthi targets, a cagey Gabbard answered, “My testimony is I did not recall the exact details of what was included there.” Ratcliffe similarly told senators
on Tuesday that he didn’t recall chat details and said, “I haven’t
participated in any Signal group messaging that relates to any
classified information at all.”
The
comments echoed a broader administration effort to rebut criticism of
the “Houthi PC small group” Signal chat that both officials joined. But a
subtler picture of how Trump’s priorities are reshaping the
presentation of intelligence comes in the 30-page threat assessment document that Gabbard shared with Congress.
Compared
with last year’s version, the assessment shows a different ordering of
threats to emphasize drug criminals, a new focus on Greenland, and
discussion of the Ukraine war that accords with Trump’s negotiating
strategy.
Intelligence
analysts take pride in their nonpartisan professionalism, and there’s
no indication they have been pressured to change any specific evidence.
Much of the underlying analysis of Russia, China, Iran and other topics
is consistent with last year’s assessment, with some passages repeated
verbatim. But a comparison of the 2024 and 2025 assessments shows that
priorities can shift, for better or worse, depending on who’s in power.
The
most striking change is the primacy now given to “Foreign Illicit Drug
Actors.” This was a top Trump campaign issue, and it’s the first threat
analyzed in this year’s assessment. Last year, “Foreign Illicit Drugs”
was relegated to Page 36.
Both reports described Mexico-based “transnational criminal
organizations” (TCOs) as “the dominant producers and suppliers of
illicit drugs.”
With
the Trump administration weighing military actions against the Mexican
drug cartels, this year’s threat analysis adds a new look at their
paramilitary capabilities, including land mines, mortars and grenades.
Kudos
to the analysts for mentioning several facts that show the Biden
administration’s success in combating drugs and migrants. The report
notes that in the 12 months ending in October 2024, there was a nearly
33 percent decline in opioid-related overdose deaths compared with the
previous year. The analysts also found that law enforcement encounters
with migrants at the U.S.-Mexico border were 14 percent lower last year
than in 2023. Those numbers might come as news to Trump, who constantly
belittles Joe Biden’s drug and border policies.
The
Trump administration’s obsession with Greenland gets some support in
the assessment. The China section includes a new warning that “China’s
long-term goal is to expand access to Greenland’s natural resources, as
well as to use the same access as a key strategic foothold for advancing
China’s … aims in the Arctic.”
A
new section highlighting “Russia and the Arctic” includes a similar
focus. “Russia’s interest in Greenland is focused mainly on its
proximity to strategically important naval routes between the Arctic and
Atlantic Oceans — including for nuclear-armed submarines — and the fact
that Greenland hosts a key U.S. military base,” the report says.
The
sudden attention to Greenland leaves the reader wondering whether
analysts understated the issue in the past or it’s now being hyped
because of Trump’s interest — or perhaps the threat has just evolved
over time. Whatever the case, the novel emphasis raises questions about
how the analysts compile their reports.
A
new section on “Russia and Ukraine” appears to back Trump’s rationale
for a negotiated settlement of the war. “Continuing the Russia-Ukraine
war perpetuates strategic risks to the United States of unintended
escalation to large-scale war, the potential use of nuclear weapons,”
and other dangers, the analysts note.
Kyiv
is on a losing course if the war continues, the analysts argue. Russia
won’t achieve “total victory,” but it “has seized the upper hand … and
is on a path to accrue greater leverage to press Kyiv and its Western
backers to negotiate an end to the war that grants Moscow concessions it
seeks.” Meanwhile, there is “a gradual but steady erosion of Kyiv’s
position on the battlefield, regardless of any U.S. or allied attempts
to impose new and greater costs on Moscow.”
The
analysts document the “heavy price” paid by Russia, with a startling
new estimate that it has suffered “750,000-plus dead and wounded,”
producing more casualties than in all its other wars since 1945. Even so
— and despite “a willingness to test partial ceasefires” — the analysts
make a hardheaded judgment that “both leaders for now probably still
see the risks of a longer war as less than those of an unsatisfying
settlement.”
Policymakers
always want intelligence analysts to support their views, but what they
need is the unvarnished truth. The text of this year’s threat
assessment shows the analysts giving priority to Trump’s concerns but
not, so far as I could tell, fudging the facts.