Mark Carney’s pursuit of a global alliance of middle powers has a Europe problem.

Canada’s prime minister wants to help build a new world order that can counterbalance the power of the United States and China. But his vision depends on a new relationship with a Europe that doesn’t see itself as a middle power at all. 

European Commission President Ursula von der Leyen has a different vision: a Brussels-centered bloc that extends the EU’s economic and geopolitical influence, starting with Canada. The idea, according to senior European lawmaker Siegfried Mureșan, is to create an opportunity for the EU to become the “global center of gravity for liberal democracies.” 

The competing visions will be tested this week when Carney and von der Leyen meet in Montreal for a summit intended to chart a new course for transatlantic relations. Both want to demonstrate they can prosper in a world upended by U.S. President Donald Trump. But they have different ideas about their curious new alliance — and face political resistance that could limit how far the partnership can go. 

Von der Leyen’s offer of “associate membership” in the EU surprised officials on both sides of the Atlantic. Four diplomats told POLITICO they were not consulted before she floated the idea in the State of the Union. The officials added that they don’t understand the label, which has yet to be defined. Germany has since led pushback on the plan.

“We’ve definitely put the cart before the horse,” one of the diplomats said. “We’re announcing something and then figuring out how to flesh it out.”

Trump called the membership idea “laughable,” but also threatened “very serious tariffs” should it come to be — a reminder that leaders in pursuit of Washington workarounds must avoid provoking the White House. 

The leaders are under pressure to leave Montreal with more than a liberal democratic photo-op. For starters, they need to decide what “associate membership” means — and disarm resistance in the EU capitals blindsided by von der Leyen’s plan.

Canada’s Ambassador to the EU Jonathan Wilkinson told POLITICO last month that people got too hung up on a label that was revealed prematurely. Carney called the Canada-EU relationship an “alliance for the future” when he addressed European lawmakers in Strasbourg.

Wilkinson said the Canada-EU project will show other democratic nations how to deepen partnerships. “It ties into very much what [Carney] talked about at Davos — and after Davos.”

Carney, von der Leyen and European Council President António Costa have two days to chart what’s next while American foreign policy continues to stress test geopolitical relationships in midterm campaigns that will shape Trump’s last two years in office.

The economic divide 

Ottawa considers the EU an obvious partner in its push to diversify trade away from the U.S. There’s already a free-trade agreement that both sides view as being underutilized. 

Leaders gathering in Montreal this week will celebrate the 10th anniversary of the Canadian-EU trade agreement, nicknamed CETA. But nine EU member countries have yet to ratify the deal, underscoring the challenge of turning rhetoric into reality. 

“We have shared challenges and many more shared opportunities,” Canadian International Trade Minister Maninder Sidhu told reporters last week in Dublin, where he was invited to participate in an informal meeting of EU trade ministers, a preview of what a more integrated Canada could look like. “Canada wants to be Europe’s most reliable partner.”

Sidhu said CETA utilization rates in EU member countries range from 60% to 80%, making a point about room for improvement and perennial challenges. “We know there’s room to grow.”

Von der Leyen’s associate membership plan “has been coldly received by member states,” a senior EU official said. “It [the summit] is more about what we do, how we can use the real potential of the CETA agreement.” CETA has been provisionally in force since 2017.

Trade talks between Canada and the bloc read like a lengthy transatlantic grievance list.

At a meeting between Brussels and Ottawa last October, the EU complained about Canadian taxes it says disproportionately hit European carmakers, opaque cheese-import quotas, cumbersome rules on cosmetics and what it considers discriminatory provincial taxes and markups on European wines and spirits.

Canada, meanwhile, warned that the EU’s deforestation rules could burden its exporters, questioned the impact of Brussels’ carbon border tax and pressed for greater recognition of Canadian standards in areas including AI.

The senior EU official described the relationship as constrained by “irritants and unfulfilled promises” that must be resolved if the two sides are to make progress.

There are hurdles ahead. Even as Canada and the EU imagine a deeper economic and security partnership, both are pursuing industrial policies that could shut the other’s companies out of lucrative public contracts — death by compounded trade barriers.

Brussels has concerns about Ottawa’s “Buy Canadian” initiatives and their compatibility with the EU-Canada free trade agreement. “Some member states didn’t like the ‘Buy Canada’ thing from Carney,” the official added.

Canada is likewise uncertain whether its companies will qualify for the EU’s proposed “Made in Europe” preferences foreseen in a major industry bill that would seek to channel public procurement spending to European companies. The EU is divided over whether to extend those preferences to trusted trading partners, a topic that is expected to come up in Montreal.

Canadian business leaders recognize the domestic appeal of “Buy Canadian” in the face of Trump’s threats, but warn there will need to be concessions.

“It’s something that will have to be resolved in order to move the relationship deeper, particularly with respect to industrial cooperation or collaboration,” Mark Camilleri, president of the Canada EU Trade and Investment Association, told POLITICO.

Camilleri likened the 10-year-old CETA deal to a garden overgrown with weeds. “It pains me to see market access being eroded through Canadian and European preferences,” he said.

Pressure is on

European and Canadian leaders are under pressure to deliver wins this week that demonstrate that “non-hegemons” — a descriptor Carney used in his Davos speech — can survive and thrive in an age of great-power rivalry.

Canadians currently support closer ties with Europe. But the EU faces political headwinds of its own, from fraught budget negotiations within the bloc to right-wing populist movements that are picking up momentum in some of its biggest economies.

One likely deliverable is a new digital trade agreement. Talks launched in March and were still underway last week. But the agreement lacks substantive text on artificial intelligence, leaving the two sides to find other places to cooperate, potentially through the EU’s proposed Cloud and AI Development Act. That proposal seeks to reduce reliance on U.S. tech giants, raising the risk of a new row with Washington. 

The European Commission is also pushing for Canada to join Erasmus+, the bloc’s student exchange program, according to one EU official. Carney has already publicly expressed interest. 

But Brussels has bigger ambitions for the partnership. The EU is pressing Canada to increase its funding for Ukraine, a test of Canada’s willingness to take on more of the security burden. 

For von der Leyen, securing that commitment would be a win. So would leaving the summit with a pledge from Carney to explore her offer of an “associate membership” — or whatever they end up calling it.

Zi-Ann Lum reported from Toronto, Sebastian Starcevic from Brussels and Camille Gijs from Dublin.

DUBLIN — EU and Chinese officials are already discussing the next sectors for trade talks as Brussels prepares to review implementation of their latest understanding in January, EU trade chief Maroš Šefčovič told POLITICO on Friday.

“In January we can assess how it worked and if it delivered all parts of our agreement,” Šefčovič said, referring to an Oct. 9 pact by which China will voluntarily reduce exports of hybrid vehicles to the EU by almost half to 350,000 units in 2027.

That deal also lowers tariffs on European goods such as auto parts and footwear, and smooths exports of rare earth elements to the EU. 

After a scheduled January videoconference with his counterpart Wang Wentao, Šefčovič said he hopes the two can deliver results in March 2027 at their next round of in-person talks in Brussels. 

“I would like to see that we both have an understanding of what sectors we are going to focus on next,” he said.

The intense engagement with China comes as the bloc seeks to rebalance mutual economic ties, which EU officials say have been distorted by Chinese subsidies, market barriers and a surge in imports. Šefčovič stressed the urgency of the task, given that the EU’s trade deficit with China “reached almost €197 billion in the first half of this year. At this rate, we could break the 2022 record” of €397.3 billion.

“A part of our team is working on implementing all what we agreed, and [another] part of the team is talking to our Chinese counterparts on what should be the next sectors, next areas on what we want to focus the work on. Hopefully with another [Trade and Investment Consultation] in Brussels we can actually deliver the results,” he added. 

“The primary objective for us … is to rebalance the trade.”

At a press conference on Friday, the trade chief said the European Commission was looking to shield more sectors from Chinese overcapacity, with plastics the leading candidate for safeguard measures — a mix of quotas and tariffs.

“We are currently analyzing what would be the best candidates and sectors to be addressed” through safeguard measures, he said. “Currently, what I think is the closest, is the plastic sector.”

Brussels is also juggling requests from the EU’s 27 member countries, which all seek to protect the industries that are key to their economies.

Commission President Ursula von der Leyen told EU leaders last week that Brussels wants to shield the chemical and machinery sectors next, POLITICO reported.

Šefčovič added that the European Commission was looking at proposing new trade tools to nudge EU companies to diversify their suppliers, expected in early December.

“We would respect what we have heard from every single business: Keep it simple, no additional reporting,” he said. 

The EU executive is also looking to incorporate a proposal by France and Germany for a new tool that would allow Brussels within days to restrict — or even close — access to Europe for countries that severely distort the bloc’s single market. 

“It’s better to present a new instrument,” Šefčovič told POLITICO. “We could initiate it very quickly and … act very quickly.”

SpaceX’s Starlink and Starshield satellite communications services have been restored in Ukraine, allowing the country’s forces to operate drones at high speed, Defense Minister Yevhenii Khmara said on Saturday.

“The Ministry of Defense’s monitoring systems indicate that Starlink/Starshield speeds have been restored,” Khmara told reporters in WhatsApp messages. “We are recording speeds exceeding 400 km/h, and the connection is stable.”

Since last week, Kyiv had been reporting speed limits on Starshield, Starlink’s military-grade service, affecting Ukraine’s ability to use drones and carry out defensive strikes. The throttling came amid growing tensions between Washington and Kyiv, with Trump blaming President Volodymyr Zelenskyy for the continuation of the war with Russia.

On Friday, Ukrainian officials told POLITICO that drones continued to lose signal at speeds above 160 km/h, despite U.S. President Donald Trump saying on Thursday that SpaceX CEO Elon Musk had “put it back.” British Prime Minister Andy Burnham raised the issue in a phone call with Trump on Friday.

“This outcome is of primary importance for the front line, our military personnel, the operation of drones, logistics, and communications,” Khmara said.

He added that the ministry of defense would continue to “monitor and track the performance of Starlink/Starshield.”

The exposure was immense, with AI multiplying the risks — and yet time-tested global cybersecurity procedures appeared to be functioning. Then suddenly, it all broke down.        

The decision by a cybersecurity company on Wednesday to prematurely release information about a flaw in the popular PHP computer programming language left much of the web exposed to hackers, triggering a panic that brought to life months of warnings of how the AI-powered era could cause widespread damage.

The flaws in PHP, discovered using AI tools through a months-long process coordinated by OpenAI, caused cyber agencies across Europe, the U.S., the U.K., Australia and Canada to post urgent warnings Wednesday. Numerous governments took websites offline as a precaution.

While no major hacking damage was immediately apparent, the way the incident unfolded over 72 hours showed how easily cybersecurity processes can break down and the outsized consequences of cyber risks in the AI era.

The man who set off the chain reaction with the early release — Chainguard’s CEO Dan Lorenc — quickly apologized in a LinkedIn post. But on Thursday, in an interview with POLITICO, Lorenc said he’d shared the information ahead of time because the flaw was already being exploited. Though others disputed that, Lorenc said he believed he’d seen enough evidence to invalidate an embargo set up to allow time to find a fix for the flaws. 

While he disputed that his actions would have caused problems for other defenders, Lorenc conceded that the evidential threshold in these coordinated cyber defense systems is a “grey area.” 

The revelation of the PHP flaw brings out into the open what cyber officials have been bracing for since the arrival of the most powerful tools of artificial intelligence, which not only can be used to discover vulnerabilities but also to exploit them at scale. 

The cybersecurity world’s long-established protocols helped prevent disaster scenarios, in which hackers would have successfully exploited the vulnerabilities to take control of numerous websites and access their data. But now the scale and end-of-days potential of AI-driven cyber risks are visible for the world to see. 

This “is what happens when AI turns up a flaw that’s been hiding for years,” said Eylam Milner, co-founder and chief technology officer at cybersecurity start-up Echo. The vulnerabilities, he added, are “about as serious as it gets for the web.”

Origin story

Understanding how this week’s emergency unfolded offers a glimpse at how companies and authorities are working to stave off attacks — and how much risk they face going forward. 

The origins of the incident can be traced back as far as April when top frontier AI firm Anthropic unveiled Mythos, leading some in the cybersecurity world to worry that systems would quickly be overrun by advanced artificial intelligence, with potential for catastrophic events to ensue.

But while researchers did find more flaws in computer systems in the months after Anthropic and other AI firms like OpenAI released those models, they had little impact in the real world. Even the Hugging Face incident, a widely discussed hack that saw OpenAI’s autonomous AI agents go rogue during an internal security evaluation, related more to the level of control AI companies exert over their models than their power to break into systems worldwide. 

That changed this week after researchers unveiled the vulnerability in PHP, a coding language estimated to be integrated into some 70% of the web.

The process by which information about flaws is released among cybersecurity officials and affiliated companies is crucial. Through a longstanding practice known as coordinated disclosure, researchers and companies that identify flaws can find a fix and share it confidentially with agencies and others before releasing to the public, meaning they don’t hand malicious hackers the gift of a hole without a fix.

In the case of the PHP flaw, that process worked well, but not perfectly. Information about the bugs started to circulate ahead of the planned release time. Then, according to the PHP Foundation, Chainguard “unilaterally broke the embargo,” which “disregarded weeks of work by many parties toward a coordinated disclosure.” PHP Foundation executive director Elizabeth Barron told POLITICO by email that while it was “disappointed” with Chainguard, it hopes to “rebuild trust with them in the future to ensure we can continue to collaborate effectively.”

After the leak— which meant information about the bugs was in the open before the fix was ready — confusion quickly ensued, with government bodies and private companies choosing to temporarily shut down their websites rather than risk potentially damaging breaches to their data and the sites themselves.

Early Thursday, Matthew Prince, the CEO of Cloudflare, an internet services company that is widely used by websites to block cyberattacks, giving it a high level of visibility over what hackers are doing, said in a post on X that it had seen “millions” of attempts to exploit the flaw.

Cloudflare saw thousands in the 10 hours before the flaw was publicly announced, then tens of thousands in the 45 minutes after the announcement, hundreds of thousands within two hours, and now millions, Prince said.

Amazon’s cloud division also said the flaw is “now being broadly exploited in the wild.”

One senior U.S. government cyber official said that federal authorities have been overwhelmed — and not just by PHP. The same day the world was racing to address PHP, they were also dealing with bugs in node.js, a widely used JavaScript framework, Fortinet, GitHub and Oracle.

“The fire department is fighting multiple fires at once,” the official said, adding: “The good news is they’re all one-story structures on fire, which the fire department deals with all day, every day.”

More to come

Dauntingly, OpenAI said there’s more on the way. “These bugs are among several significant vulnerabilities we’ve already found and are working to fix, and we expect similar findings to increase sharply in the coming months,” the company said Wednesday in a statement.

Matthijs van Amelsfort, head of the Dutch cybersecurity agency, said in an interview that the job of keeping computer systems safe has been transformed by the advancement of AI. “As soon as the frontier models came out, that’s exactly what we said, this will be the trend,” he said. “And actually that’s happening now.”

Thomas Caspers, vice president of Germany’s cyber agency BSI, concurred: “We expect that [to be] happening more and more during the coming months.” 

AI also ramps up the risks once the flaws are out in the open. Cyber agencies’ recommendation that organizations take their websites offline was “really a drastic measure,” Caspers said. “We wouldn’t have done that a few years ago or so.” But because AI has made it quicker and easier to exploit flaws, “we had to do that,” he said. 

At the same time, the use of advanced AI to detect the flaws may create a new level of protection against malicious hackers looking to take advantage of them. Caspers said that though his German agency has also seen attacks, it has not seen any successful use of the flaw by hackers.

“It seems a little bit more complicated than expected to exploit,” he said. 

Despite the fact that AI offers a new way to discover flaws, the work involved in keeping systems protected is more quotidian, with cyber agencies urging organizations to install the fix shared by the PHP Foundation, in a process known as patching.

“There are three things that you have to do right now,” said van Amelsfort from the Dutch agency. “And that’s patch, patch, and patch.” 

John Sakellariadis contributed to this report.

KYIV — Ukrainian interceptors still cannot use the internet at high speed to shoot down Russian attack drones or conduct mid-strike operations as of Friday morning, Ukrainian officials and a drone operator said, despite U.S. President Donald Trump saying SpaceX founder Elon Musk had lifted speed restrictions on his Starshield service.

“Morning tests show the speed limits of 140–160 km/h are still there, and the navigation isn’t working properly,” a Ukrainian government official told POLITICO on condition of anonymity.

“As of this morning, instances of connectivity loss at speeds of 161 km/h are still being observed. There is currently no confirmation that the restrictions have been lifted,” a defense ministry official told reporters on Friday.

Ukrainian drone units started testing speed limits from Thursday evening, shortly after Trump told reporters that Musk had restored Starlink. While some tests recorded speeds of up to 200 km/h over the Black Sea and noted an improvement, the drones still rapidly lost signal once flying above the 160 km/h speed limit.

“So, the key point is: We accelerate above 180 km/h, fly for a couple of minutes, the connection drops. It falls to 140–150 km/h and then is re-established — but the situation is better,” a drone pilot from Ukraine’s top drone unit known as Magyar’s Birds told POLITICO. “So it works better, but with constant connection interruptions,” the pilot, whose call sign is Leon, said.

The speed limit on Starshield, Starlink’s service designed for military purposes, stalled key operations and partially disabled crucial drone interceptors against Russian Shaheds attack drones.

Musk said that the U.S. government controlled Starshield, while U.S. Secretary of State Marco Rubio stated that the administration could not direct SpaceX or Musk regarding restrictions or slowdowns of Starlink services in Ukraine as it is a private company.

Ukrainian President Volodymyr Zelenskyy argued the Starlink restriction was a planned operation to specifically restrict Starshield’s operating speed over Ukraine. The Ukrainian government said that it was not told why that had happened for days. However, the Wall Street Journal reported Thursday that Trump had called Musk and asked him to lift restrictions.

“I don’t want to say. That’s a very interesting situation. My relationship with Elon is very good. I don’t want to comment on it, whether I called, or someone else called … The bottom line: he put it back,” Trump told reporters on Thursday evening.

U.S. President Donald Trump has the world’s war crimes court in his crosshairs.

By sanctioning the entire International Criminal Court, his administration is threatening its ability to function. Europe has rushed to the court’s defense — but can it actually protect it from American financial power? And how far is the European Union willing to go to confront Washington when it still relies so heavily on the U.S. for its own security?

Host Sarah Wheaton is joined by European Parliament lawmaker Dirk Gotink and Atlantic Council sanctions expert Lize de Kruijf to discuss Europe’s options, its dependence on the U.S. dollar and American technology and whether the EU can stand up for international justice.

If you have any questions or comments, send us a message on our WhatsApp here or at +32 491 05 06 29.

LONDON — When Prime Minister Andy Burnham arrived a few minutes late to a meeting with regional mayors on Thursday, his Cabinet ally Angela Rayner had a name for it. She joked they were on “Andy Time.”

The rest of Britain is beginning to learn what that feels like.

Burnham entered 10 Downing Street three months ago promising a “new economic model.” However, the prime minister’s first budget next Wednesday will ask voters to wait a bit longer for it.

John Healey, Burnham’s top finance minister, is expected to announce cuts to business regulation, new steps to move power out of Whitehall and targeted cost-of-living help as energy bills surge due to the wars in Iran and Ukraine.

But while London’s banking sector is resigned to a tax rise, Healey is broadly not expected to completely overhaul tax regimes that many in Burnham’s center-left Labour Party have long seen as unfair. These include business rates, which treat high street shops more harshly than out-of-town delivery warehouses; capital gains tax, which charges less on income from assets than from work; and council tax on homes, which is based on valuations from 1991. 

Healey and his allies are already rolling out a pitch for lower-key changes to tax and spending than his predecessor, Rachel Reeves, insisting budgets are about more than their bottom-line “scorecard.” They point instead to thinning the “sludge” of business bureaucracy and helping “bloody-minded” entrepreneurs.

The reason behind this is about much more than war dragging on the British economy and keeping inflation high. Many radical reforms just aren’t ready yet. 

Next Wednesday will mark just 100 days since Burnham took office, after a whirlwind special election that ended the Greater Manchester mayor’s decade-long absence from parliament.

Burnham’s much-touted “10-year plan” to rewire Britain’s public realm is far from finished; its publication date is edging closer to Christmas. And many granular details of his plan for reform — including higher defense spending, welfare reforms and ownership of the water sector — will only come at a multi-year spending review some time in 2027. Healey is still trying to decide when that will happen.

POLITICO spoke to 22 current and former government officials, MPs and people who speak regularly to Downing Street to map out Burnham and Healey’s strategy, most of whom were granted anonymity to speak frankly. 

Several offered the view that Healey’s budget was designed to act as a stepping stone toward the 10-year plan and spending review, while not spooking the bond markets — which Burnham complained Britain was “in hock to” last year. That is despite Britain inching closer to a general election that the prime minister must call by summer 2029.

“They want it to be a non-event,” one person who speaks regularly to both 10 and 11 Downing Street said of the budget. 

Expectation management

This narrative has already left Healey’s allies bristling.

People are “accusing us of not making decisions and kicking the can down the road when actually this budget is incredibly difficult,” said one government official. This person added: “This is the first budget of this country that will have come to the House of Commons for scrutiny while the war in the Middle East is raging and an illegal invasion of Ukraine continues by Russia. The idea that this is by any means small is quite difficult to stomach.”

A second U.K. government official argued the budget would be “as ambitious as possible within the political context.” But a third government official said they believed the budget would be more “steady as she goes” than finished solutions to Britain’s problems.

Ruth Curtice, a former Treasury official who is now chief executive of the Resolution Foundation, a think tank focused on living standards, added: “In some ways it’s quite surprising to have such a small budget, given we have a new prime minister and chancellor and quite a lot has happened in the world since the last one.”

The opposition Conservative Party is preparing to seize on this “deferral budget” theme. Tory strategists are ready to paint it as a cowardly act from an administration they claim prefers sweeping vision to hard decisions. “Why act tomorrow when you can act today?” said one shadow cabinet minister. “Have some balls!”

Cameron Brown, a former Tory special adviser in the Treasury, was more sympathetic. “There’s no need to crystallize any kind of savings or cuts now,” when the spending review is looming anyway, he argued. Brown predicted a “tight and concise” but “intellectually coherent” package: “[Healey] will have some buffer at the end, a nice little cost of living package, Labour MPs will be happy, he’ll target the bad people — gamblers and banks — and he’ll push things down the road a bit.”

A Labour official voiced concern that a cautious budget could lose the goodwill Burnham has built with the public — as happened to his predecessor Keir Starmer, who promised “change” in his 2024 manifesto.

And Reeves’ former Political Secretary Matt Pound urged “caution” on deferring too many decisions to the 2027 spending review. “The truth is that they could end up putting a monumental amount of pressure on that spending review,” he told POLITICO’s Westminster Insider podcast in an interview released Friday. “There are already a lot of pressures they will need to fund.”

Hard to get

“Energy” will be the key thread linking Healey’s messages for the budget, a fourth U.K. government official said — from “breathing space” help with bills to building a more resilient infrastructure network. 

There will also be a “fiscal devolution roadmap” on budget day, setting out terms of how regional mayors can get more power and money and drawn up partly by Burnham’s new Manchester outpost, No. 10 North. Legislation to let them impose tourist taxes will be published in the coming weeks. And officials have talked behind the scenes about procurement and boosting Britain’s heavy industries; the budget needs to find almost £5 billion to plug a hole in a defense investment plan unveiled under Starmer.

Targeted cost-of-living measures appear likely to include scrapping “standing charges” on domestic gas bills, which cost the average household just over £100 a year. Burnham said Wednesday that he had asked Healey to look at the issue — though any help could be eclipsed by a predicted £276 rise in domestic bills this January.

The other message will be that the Treasury can do big, consequential things without raising taxes. Healey will make “a political argument that actually there are other types of budgets that you can have,” said the first government official quoted above, “busting through some of that sludge and ripping up a lot of that red tape.” Cash-strapped chancellors have reached for regulatory reform before, with mixed success.

MPs are looking closely at cost-of-living support. One backbencher in an affluent seat said any help had to be significant, because even their well-off constituents were struggling to take the holidays they wanted. Defense, by contrast, barely comes up on the doorstep: “There are hardly any votes in it, but it’s just something we have to do.”

There has been heavy engagement with Labour MPs, whose detachment from No. 10 helped force Starmer out in July. Treasury ministers Torsten Bell and James Murray are among those engaging while Chief Secretary to the Treasury Emma Reynolds handles tricky negotiations with Cabinet ministers, alongside No. 10 chief of staff James Purnell.

Healey has negotiated with Cabinet ministers and spoken to union leaders, banks and MPs — though not lobbyists. “No one can get to Healey,” said one. “It’s very smart. Let him do his job.”

Markets will look at the “headroom” — a snapshot of the buffer between Healey’s five-year plans and his self-imposed fiscal rules. The fourth official quoted above said Treasury officials have considered having only a small “headroom” buffer compared to the £21.7 billion left by Reeves, as it could be increased in future years. 

Reeves’ former political secretary, Pound, warned against this, telling Westminster Insider: “If the headroom is so low that it’s clear that they can’t clear the defense investment plan, for example, or the wider defense pressures, then I think that that could then start to have a bit of a knock-on effect that would be quite negative.”

However, headroom is merely a snapshot, often out of date by the time it is published. It is likely to be buffeted further by any events in the Middle East arising from the U.S. midterm results on Nov. 3.

And as with all budget briefings, some opposition politicians believe there is an element of expectation management. Conservatives suspect that headroom will come out higher than predicted — which Healey can paint as a victory.

Time is ticking

Then it’ll all be over — and Westminster will immediately start preparing for the next step.

A date was never confirmed for Burnham’s 10-year plan (beyond the latter part of 2026), but some officials believe it has already slipped slightly from the original intention. 

Downing Street and Cabinet Office officials remain determined to publish it in December, though some in Whitehall worry it might be delayed. “Knowing the things on the horizon and how big they are, I genuinely don’t see how you could make space for it,” said one official in another department.

While some Cabinet Office civil servants were first tasked to work on the plan in August, others only joined the team this month as it has grown, according to one person with knowledge of the staffing. Burnham’s ally Louise Haigh, the first secretary of state, is leading three “task forces” ahead of the plan on the cost of living, public control of utilities and the renewal of run-down high streets.

The 10-year plan won’t have all the answers, though. POLITICO reported this week that while it will contain a high-level vision, priorities and principles for the water industry’s future, much of the granular detail of how future ownership models will work is expected in the 2027 spending review. 

One Labour figure who has spoken to the government about the water industry said they believed ministers will choose “different horses for different courses” — an array of ownership models for various firms depending on how stricken they are. A second Labour figure talking to the government said: “You can’t do this in two years.”

The Labour official quoted earlier in this story said they feared the 10-year plan would be a let-down. “These big plans governments are always throwing forward to have a habit of turning out quite thin,” this person said. “At which point we all realize there was never a big plan all along.”

There are other plans to come, including an imminent plan to reform the welfare system by the former Labour Cabinet minister Alan Milburn, and a white paper in December that is due to set out a timetable, legislation and borders for plans to move more power outside Whitehall.

Devolution is one area where Burnham has moved quickly, pleasing many regional mayors. But some officials in the union movement fear that Burnham’s initial focus on devolution risks taking up bandwidth that could have been spent on other issues. A fifth government official added that they were worried all the conversations between different public bodies could crowd out the push for growth. They said: “I sit on Teams calls that are 30 people, all from different arms of the state. Sometimes I think — ‘You do know none of us are making this money?’”

‘Rubber hits the road’

Then there is the 2027 spending review. 

It will set out how the state allocates money across its arms for the next three to five years — turning these plans and the difficult trade-offs they require into reality.

The Treasury has previously confirmed it will set out the entire pathway to lift U.K. defense spending from 2.6% of GDP this year to 3.5% by 2035. It is also likely to address questions about Burnham’s pledge to create a state-funded national service for social care, funded by reducing the rise in the state pension.

There will be months of to-and-fro between Whitehall departments and a Treasury looking for cuts, efficiency savings or both to balance the books.

“The spending review is when the rubber hits the road,” said the fifth government official quoted above. “It’s already beginning. Departments are beginning to work out sacrificial lambs to offer up.”

Three people with knowledge of the conversations said Healey still hasn’t decided when in 2027 he wants to hold the spending review, though it is broadly expected no earlier than the summer. He has been privately musing with allies about the options.

Curtice said Healey’s options are essentially to hold a small fiscal event followed by a spending review next summer, or to hold a spending review with an annual budget simultaneously in fall 2027.

She added: “The big question we’ve posed for this budget — that we’re not necessarily expecting an answer to — is what is the spending total for the spending review that we know needs to come next year? Until we know the answer to that question, we don’t really know whether we can believe the path of tax and borrowing that is set out in the budget.”

Senior Conservatives argue the spending review will be so difficult that Burnham could call a snap election before it is due. He has insisted he will only force it in 2029.

Until then, much of the spending review work will fall to Reynolds. Her predecessor Darren Jones argued the existence of the 10-year plan and spending review meant it would be sensible for next week’s budget to be a little low-octane.

“The prime minister’s been clear that the 10-year plan is going to be the political strategy for the government,” Jones told POLITICO. “So I think it makes sense to do all of your public spending decisions after the publication of the 10-year plan. It would be odd if this October’s budget tried to deal with all the big trade-offs on defense, mayoral budgets, or more ownership of public utilities.

“So I think in many ways, actually the 10-year plan is more interesting this autumn in terms of the political strategy of the government. 

“And then 2027 will be the year in which ministers will have to start thinking about how to implement that strategy operationally, including in public spending decisions.”

Much of that will fall to Burnham himself.

Crowdsourcing

Rayner’s joke about “Andy Time” was not without cause.

Unlike Starmer, Burnham gets into the weeds of an issue even if it derails his schedule. The prime minister chews things over with colleagues so much that some have joked they could just remove his Downing Street desk, said the third government official quoted above. By contrast, Starmer used to retreat to No. 10’s first-floor study to read away from the hubbub.

Burnham’s approach can lead to Downing Street making decisions late in the day. One former No. 10 official said: “A Prime Minister needs to do 80 things in a day and if that goes to 60, then you end up massively behind.”

The flipside is that ministers and officials know what their leader actually wants from them — even if they are left to work out the detail.

“It’s like we’ve woken up from a political coma,” one backbench MP enthused. “I know what the prime minister thinks,” added the third government official quoted above.

Aides used to complain that Starmer, by contrast, tried to be efficient but would end meetings without setting a clear political direction. “Keir was always a stickler for time, even if the issue wasn’t resolved,” as one former colleague put it.

Kemi Badenoch, the Conservative leader, suggested this week that Burnham was failing to flesh out the detail behind his vision. “Talking about it is not making a decision,” she said of social care reform at prime minister’s questions. Burnham was visibly frustrated—insisting he was making the long-term decisions other politicians duck.

And for the prime minister’s allies and most of his MPs, the vibes remain good. The No. 10 environment is more relaxed and open. Junior ministers, in meetings over bacon sandwiches, feel they can share their views and be heard.

“There’s definitely still a buzz,” said the person who talks regularly to Downing Street, who was quoted earlier in this story. “But you don’t want to spend too much time buzzing while Rome burns. There’s a reality check that I feel is going to come imminently.”

Patrick Baker, Sascha O’Sullivan, Esther Webber and Emilio Casalicchio contributed reporting.

MADRID — The Spanish government has won a significant victory in a long-running legal dispute with international investors over its decision more than a decade ago to scrap renewable energy subsidies.

This week, a Belgian court overturned a ruling that ordered the Spanish government to pay investors nearly €76 million.

It was a major win for Spain, which has been fighting attempts to freeze its assets around the world from clean energy investors who claim they are owed at least €2 billion in subsidies.

The dispute dates back to 2013, in the middle of the European debt crisis, when cash-strapped Spain, then under a new conservative government, decided to remove subsidies for renewable energy. Investors who had poured money into Spanish renewables said this was a breach, as they had invested on the understanding they would receive the subsidies.

The International Centre for Settlement of Investment Disputes ruled that Spain must pay the money, but the European Commission has told Spain doing so would constitute unlawful state aid.

The standoff has played out all over the world, with investors attempting to freeze Spanish assets in multiple jurisdictions. In June, U.S. investment fund Blasket Renewable Investments LLC issued subpoenas demanding documents from Adidas, Hilton Hotels, and other entities involved in Spain’s Football World Cup participation to help with its bid to freeze Spanish assets.

In the end, the team went back home with its assets intact, along with the World Cup.

Spain also has cases going on in courts in Australia, Germany and the U.S.

In 2023, a British court ordered an embargo on an international school in London owned by the Spanish state. The Belgian court’s original decision was one of the few examples where investors were successful, and the decision this week to overturn it will set a precedent for other challenges.

The case

Spain’s defense persuaded a Belgian court to lift an embargo imposed in 2025 on state-owned air-navigation company Enaire for €75.76 million, according to documents seen by POLITICO.

The case was also brought by Blasket, which bought the dispute from an investment fund called RREEF. The European Commission intervened in support of Spain.

RREEF, which was originally linked to Deutsche Bank, invested in Spanish wind and solar power under a 2007 regulatory framework that guaranteed subsidies for renewable energy. In 2013, amid the economic crisis, the government of then-Prime Minister Mariano Rajoy, of the conservative People’s Party, cut those subsidies to reduce electricity costs.

International investors turned to arbitration, arguing that the Energy Charter Treaty, an international agreement signed in the 1990s, guaranteed them fair and predictable treatment. The funds sought more than €10 billion in compensation, according to sources at Spain’s Environment Ministry.

The International Centre for Settlement of Investment Disputes, part of the World Bank, which handled most of the arbitration cases, ruled against Spain, though it reduced the amount sought in many cases. The total awards came to about €2 billion. In its 2019 ruling, the tribunal ordered Spain to pay RREEF €59.6 million, plus interest and costs.

Most of the claims, including RREEF’s, were sold to Blasket, which began seeking to enforce the awards. The funds have searched for Spanish assets that could be seized to satisfy the claims.

Spain says it cannot pay because the European Commission has determined that doing so would constitute unlawful state aid. The funds invested through companies based in Luxembourg, and the EU’s top court ruled that the Energy Charter Treaty did not apply to disputes between EU investors and EU member states; EU law governed instead.

In August 2026, the Commission opened infringement proceedings against Spain over a €23 million payment on an award involving a Japanese company, which was not based in the EU.

On June 17, 2025, Blasket secured a Belgian court order freezing €75.76 million belonging to Enaire, the state-owned company that manages air navigation in Spain. Enaire receives payments from Eurocontrol, the Brussels-based European organization that collects air-navigation charges from airlines and distributes the proceeds.

That arrangement made it possible to freeze Spanish public funds in Belgium. After a legal dispute, Spain deposited €75,759,538 on May 4, 2026.

The freeze was a high-profile win for investors pursuing Spain. They have secured other attachments in the United Kingdom and are engaged in ongoing U.S. court disputes over enforcement of the awards.

Spain appealed, and the European Commission intervened on its behalf. The Belgian state also argued that the attachment breached EU law. The Belgian court has now ruled in Spain’s favor, lifting the freeze and ordering Blasket to pay the legal costs.

That leaves Spain in a stronger position against international investors seeking to enforce the awards — at least within the EU.

BRUSSELS — Germany, France and at least six other EU countries are pushing against “associate membership” as the name for closer EU ties with Canada, six diplomats involved in the negotiations said.

The label is one of the main sticking points in talks over a joint declaration setting areas of deeper cooperation between Brussels and Ottawa ahead of the EU-Canada summit in Montreal on Oct. 29-30, the six diplomats and two EU officials told POLITICO. They were granted anonymity to discuss the sensitive negotiations.

The diplomats said the objections center on the wording of “associate membership,” not the broader goal of closer ties.

Five weeks after European Commission President Ursula von der Leyen first proposed Canada becoming an “associate member” of the EU in her State of the Union speech — to the surprise of both Ottawa and EU capitals — and one week out from the summit itself, the disagreements show the term remains a political and messaging hurdle.

The EU “is really keen to have close cooperation with Canada,” said Bernd Lange, chair of the European Parliament’s trade committee. But, he added, he too would avoid using the term “associate membership,” as it leaves too much room for confusion with other forms of EU partnerships, such as association agreements.

Germany is pushing hardest to remove the label from the draft declaration, five of the EU diplomats said, while France, Italy and Belgium were among those expressing skepticism about the phrasing.

The central concern among the capitals that object to the term is that the EU is labeling the relationship before agreeing what it would mean. They argue the name should have been defined before negotiations with Canada began, four diplomats said, with two others adding that the objecting capitals are annoyed that von der Leyen proposed the label without first consulting national governments.

“We’ve definitely put the cart before the horse,” one diplomat said. “We’re announcing something and then figuring out how to flesh it out.”

A representative for the German Permanent Representation to the EU declined to comment.

The European Commission will engage with skeptical capitals and work on acceptable language, an EU official said, adding that they believe the countries’ doubts stem from not yet understanding what the proposal means in concrete terms.

There is no disagreement over the aim of strengthening an already close relationship, including economic and defense cooperation, international engagement and institutional links, the official stressed. “What matters is what we do, not what we call it.”

What’s in a name?

The label aims to describe the EU-Canada relationship as closer than Brussels’ partnerships with other countries, without making Canada a member of the bloc, one of the diplomats said. Canada cannot become a formal member, as the EU’s founding documents limit that status geographically to Europe.

The distinction matters because existing arrangements with European neighbors, including the U.K., Switzerland and countries in the European Economic Area, center largely on access to the EU’s internal market. Canada, on another continent, is not seeking the same model or the four freedoms of movement, the diplomat said.

The idea is to identify practical areas for cooperation first, then decide whether new treaties or formal negotiations are needed, the same diplomat said.

Work on six priority areas is expected to begin after the summit, with progress reviewed after six months and then a proper stock-take one year later at the next EU-Canada summit, which will be held in Europe.

The stock-take would consider whether Canada has moved closer to the EU by becoming a full member of Horizon Europe and Erasmus, is building undersea cables and stockpiling critical raw materials with the EU, and is exploring pension-fund investment. If Canada meets those criteria, it could become the EU’s first associate member, the diplomat said.

The diplomat described the idea as an experiment, adding that “Canada might be the only one” to ever get associate membership of the EU.

The plan reflects changing calculations on both sides. Canada has long depended heavily on trade with the United States, but tariffs and political pressure from Washington have sharpened concerns about that reliance. Prime Minister Mark Carney wants to diversify trade and modernize the country’s infrastructure, including energy links that largely run north to south.

For the EU, a closer partnership with Canada is part of a broader effort to build relationships as pressure from the United States, China and Russia grows. The summit is intended to give the partnership a more distinctive political framework.

The declaration is still being revised, with EU ambassadors due to discuss it again on Monday. One of the EU officials cautioned that several parts of the declaration still had comments outstanding.

Another controversial element concerns energy cooperation, with Austria pushing back against any mention of deepening nuclear ties, while France, Romania, Slovakia and some other countries support its inclusion.

A spokesperson from the Canadian mission to the EU did not respond to POLITICO’s request for comment.

Warhound, the brainchild of Ben Lamm and Palmer Luckey, emerges from stealth to genetically engineer dogs for military and law enforcement.

The president of Cyprus wrote to European Commission President Ursula von der Leyen calling for the EU to resume talks on its mutual defense clause.

“I cannot overstate the importance of this provision for the EU and its Member States, especially in times of geopolitical uncertainty,” Nikos Christodoulides wrote in a letter dated Oct. 20 addressed to von der Leyen, seen by POLITICO.

Article 42.7 of the Lisbon Treaty states that if an EU member is faced with “armed aggression,” other members have an obligation to provide “aid and assistance by all the means in their power.”

The defense clause article had risen up the agenda because of mounting geopolitical threats, including U.S. President Donald Trump’s undermining of the transatlantic alliance, Russia’s invasion of Ukraine and hybrid warfare campaign against the EU, and wars in the Middle East.

“Given the gravity of the challenges we face, Cyprus would welcome the resumption of discussions at the relevant preparatory bodies. I would therefore appreciate an update on the proposals under consideration, as well as a timeline for the next steps,” Christodoulides wrote.

The EU gamed out how the clause would work in practice with exercises earlier this year. Cyprus’ six-month presidency of the European Council, which ended on June 30, prioritized the issue after Iranian drones struck a British base on Cypriot soil in March.

But the topic has largely fallen off the bloc’s radar, as the EU turns its attention to negotiating its seven-year, almost €2 trillion budget and finding more funding for Ukraine.

Article 42.7 is not scheduled to be discussed at any European leaders’ summits in the foreseeable future, confirmed an EU official, granted anonymity to speak freely.

KYIV – At least one person was killed and 34 wounded in Kyiv as the Russian army attacked Ukraine with ballistic missiles and attack drones overnight, the capital city’s prosecutor’s office reported on Thursday. Overall, 12 Ukrainian regions were under bombardment, authorities said.

“Russian ‘humanitarians’ have launched three waves of ballistic missile strikes against Kyiv, using a total of 21. Unfortunately, the city has sustained significant damage and multiple hits, affecting residential buildings, energy infrastructure, a railway station and the metro, shopping centers, and industrial enterprises. Even a monastery is among the damaged sites,” Ukrainian President Volodymyr Zelenskyy said in a post on Telegram after the attack.

Ukrainian forces reported shooting down 181 out of 210 Russian drones but none of the ballistic missiles.

Zelenskyy said Russia launched its attack “almost immediately” after talks between U.S. Special Envoy Steve Witkoff and Russian President Vladimir Putin ended Wednesday.  

Witkoff left St. Petersburg after praising Vladimir Putin as a “humanitarian,” a word U.S. Vice President JD Vance suggested was tied to the release of Stephen Hubbard, a U.S. citizen detained by Russia since 2022. “We’re getting close to ending the war. We may be closer now than ever before,” U.S. President Donald Trump said shortly after the talks.

Ukrainian forces said they killed and wounded a record 2,250 Russian soldiers – the largest number of Russian casualties in 24 hours since 2022, Ukrainian Army General Staff said in a press statement sent to POLITICO on Thursday.

Also on Thursday, Russia’s defense ministry reported shooting down 808 Ukrainian drones over 17 regions, including Ukrainian occupied territories.

Czech President Petr Pavel says a ceasefire between Russia and Ukraine was “quite close” – until President Donald Trump lifted sanctions on Russian diesel. 

In an interview conducted on Tuesday with the Axel Springer Global Reporters Network, which includes POLITICO, Pavel said coordinated U.S.-European sanctions on Russian oil, oligarchs, and other industries were putting Russia “under strain.” But the deal Trump announced earlier this month, in which Russia would supply hundreds of thousands of tons of diesel to the U.S., gave Russia “time to breathe.”

“It will be much harder now,” said Pavel. “Russia uses this momentum to get out of pressure, and it’s kind of a moral boost for them.”

The White House on Wednesday said Trump “successfully negotiated” the deal in order to supply the global market with “massive amounts of diesel and bring prices down.”

The deal quickly drew backlash and, at one point, a bipartisan group of U.S. senators urged Trump to rescind the deal.

Meanwhile, Ukrainian President Volodymyr Zelenskyy said in a post to social media that the deal “plays into Russia’s hands” and allows Russia “to kill more, wage war for longer, have even less respect for America, and inflict even greater losses and damage on the world.” He accused Trump of using peace talks in Florida as a “smokescreen” as the administration pursued its deal with Russia.

Zelenskyy’s criticism was the latest indicator of rising tensions between Kyiv and Washington. Trump has repeatedly expressed frustrations with Zelenskyy, accusing him of elongating the war. By contrast, of late he has spoken warmly of Putin and said this week that “Russia frankly has been fine on Ukraine.” 

But Pavel offered the Ukrainian president words of support on Wednesday. 

“I believe that President Zelensky and the whole of Ukraine is a victim of a conflict,” said Pavel. “So, I would be probably the last to blame Ukraine for being guilty of the conflict. It was not Ukraine who attacked Russia. It was not Ukraine who was threatening Russia.”

He added that Trump shows a more open approach to Russia than any European leader. 

“To some extent, he may be attracted by Vladimir Putin as a leader with authority, but I don’t think that … President Trump sees it from a position of a struggle between democracy and autocracies because he’s looking at it simply from the point of view of economic prosperity for the United States,” Pavel added.  

Though Pavel indicated concerns about the diesel deal, he declined to say the U.S. had betrayed Ukraine or other European partners. 

“I don’t know yet if we can call it betrayal, but I would call it a mistake,” he said. “Because … it’s now giving Russia a new hope: New hope that they can disregard Europe, they can disregard Ukraine, they can focus on making a deal with the United States, potentially with China, and arranging all things up to their priorities and strategies. I believe that it’s clearly against our interest in Europe.”

Pavel also didn’t rule out a future in which European countries would buy Russian oil, but added that it “will take time” before that happens. 

“If one day Russia is a country respecting other countries’ sovereignty and borders, why not have regular business with such a country? But Russia is not there yet,” he said. 

The Axel Springer Global Reporters Network harnesses the resources of the company’s newsrooms to publish ambitious scoops, investigations, interviews, opinion pieces and analysis. It allows journalists — including those from POLITICO, Business Insider, WELT, BILD, The Telegraph, Onet and Fakt — to collaborate on major stories for an international audience of hundreds of millions across platforms: online, print, TV and audio.

ROME — Former paratrooper General Roberto Vannacci portrays himself on social media as a Roman legionary and charioteer. He has declared he prefers women “without skirts” and posted an AI-generated image of a female junior minister with exaggerated cleavage.

None of these projections of masculinity and anti-woke culture are clumsy gaffes. The insurgent far-right star of Italian politics is making a deliberate play to the so-called manosphere to transform himself from an internet provocateur into a heavyweight political force.

For Italy’s first female prime minister, Giorgia Meloni, Vannacci now poses a serious problem as she needs to decide whether he is an asset or a liability. With elections expected next spring, his National Future party is polling at about 8%, making him a potentially crucial factor in building a right-wing coalition.

“It is disgusting to think you can manipulate the image of a woman for such deplorable propaganda,” the center-right junior minister in Meloni’s coalition whose image was manipulated, Matilde Siracusano, told POLITICO.  “I don’t think we have ever sunk this low, especially from someone aspiring to be a national political leader.”

Vannacci’s provocations may look like familiar trolling from a politician who has built his reputation on saying the unsayable. But behind them lies a broader political project, tapping into the grievances of young men who feel alienated by feminism and progressive culture.

Emanuele Pozzolo, a National Future parliamentarian who defected from Meloni’s Brothers of Italy, believes young men have become increasingly constrained in their relationships with women.

“I think young Western men are very often almost castrated in their instinct for dealing with women,” he said, arguing that even legitimate romantic approaches risk being treated as aggression. 

“The cultural problem is that sometimes everything seems to be harassment, everything abuse, everything violence,” he added, while stressing that genuine abuse must be punished.

Mediterranean patriarchy

Vannacci combines inflammatory online messaging and an alpha-male persona with a political program that promises to restore traditional roles for men and women. National Future even has a name for its preferred social order: “Mediterranean patriarchy.”

Its political program calls for the formation of “strong men” capable of controlling their emotions and passions, protecting women and sacrificing themselves for society. It opposes the recently introduced crime of femicide, condemns feminism, and declares the defense of life “from conception to natural death” and the “natural family” among its non-negotiable values.

The architect of this vision and principal author of the program is Lorenzo Gasperini, a conservative Catholic philosophy teacher from Tuscany, who has opposed vaccines and abortion rights on social media and blamed feminism for violence against women.

The result is a political offering that combines different traditions: conservative Catholic ideas about family and sexuality, older Italian ideas of virility and the much newer online politics of male grievance.

The manifesto seeks to put traditional family values into practice with proposals to pay parents who leave work to raise children, and reward parents of large families with tax exemption and public sector jobs.  

Some proposals echo Benito Mussolini’s fascist-era “Battle for Births,” which offered similar incentives while promoting motherhood as a patriotic duty.

Luca Sforzini, a former Vannacci ideologue who has since broken with him, said the Mediterranean label was a clever piece of marketing.

“It’s like talking about the Mediterranean diet,” he told POLITICO. “You think of Italian food, mozzarella, tomatoes, olive oil.” The result, he said, was to conceal a patriarchal model with men above women behind “bucolic, positive images. It’s monstrous,” he said.

Pozzolo rejected the suggestion that the program advocates for male supremacy.

“It is exactly the opposite,” he said. “When we talk about Mediterranean patriarchy, the main idea is to recover, preserve and pass on the responsibilities of being a man within the family and society.” Men, he argued, had a duty to show women respect, love and protection, while rejecting violence or coercive control.

He defended the “without skirts” remark as “extremely funny” — picking up on a reference to Deputy Prime Minister Antonio Tajani advocating long skirts — and not remotely offensive, comparing Vannacci’s ability to connect with ordinary Italians to Silvio Berlusconi’s. 

At a recent rally in the Umbrian city of Orvieto, Vannacci defended the Mediterranean patriarchy concept as not “oppression and possession” but “duty, fidelity, sacrifice,” and said it was the family model that had allowed “us to prevail over the last 2,000 years.”

Elisa Ercoli, president of the women’s rights organization Differenza Donna, condemned the program as “a return to the supremacy of the white, cisgender alpha male, and the woman as his handmaiden.”

Appealing to alphas

Vannacci, who served in Iraq and Afghanistan, became a media sensation in 2023 with the self-published book “The World Upside Down,” a broadside against immigration, feminism and homosexuality. In it, he told gay people: “You are not normal, get over it.”

Lionized by fans as a defender of common sense against progressive politics, he received more than half a million votes as a candidate for the anti-immigration League in the 2024 European elections, before founding National Future in February.

Polling analysis suggests that about 62% of National Future’s prospective voters are male, including strong support among manual workers and the unemployed.

Pozzolo denied National Future was deliberately targeting male voters, insisting the party’s ambition was to reach Italians of all backgrounds who felt unrepresented.

Federica Formato, a lecturer at Brighton University in the U.K., who studies gender and the far right, said Vannacci was “testing the waters” to see whether he can reach a younger male audience, tapping into what she described as the “aggrieved entitlement” of young men.

A career soldier, he has repeatedly portrayed himself through images of physical strength, competition and military prowess. On social media, AI-generated versions proliferate of Vannacci as an ancient Roman in scenes recalling the Ridley Scott epic Gladiator.

For Formato, the Roman imagery projects “virility and hyper-masculinity,” while Vannacci’s army background itself helps construct the image of an “alpha male.”

Humor, memes and deliberate provocation are particularly effective with a younger online audience, Formato said, allowing relatively complex ideological messages to be reduced to instantly comprehensible images. “He is not naive,” she said. “He says things to provoke and get more attention.”

That presents Meloni with a headache. Vannacci’s party is drawing voters from her Brothers of Italy and Matteo Salvini’s League, while offering a more uncompromising platform on immigration, social issues and foreign policy.

Yet Vannacci has opened the door to an alliance with Meloni if she needs his votes. He has described National Future as a natural partner for the center-right, while insisting that any deal must respect his party’s principles. With Italy’s new electoral law offering a parliamentary majority bonus to coalitions winning at least 42 percent of the vote, those votes could matter.

That presents Meloni with an uncomfortable choice: Keep Vannacci outside the coalition, or bring into her government a movement whose appeal rests partly on the grievances of men who believe feminism has gone too far.

For Formato, Vannacci is exploiting a space in Italian politics that has so far lacked a figure capable of turning those grievances into an organized political constituency.

Vannacci, with his promises to restore traditional masculinity, appears determined to occupy it.

“There is an empty chair,” she said.

KYIV — Jordan O’Brien has fought for Ukraine since Russia’s full-scale invasion began, including during the 2022 liberation of Kherson and the 2024 incursion into Russia’s Kursk region. But after years of service, O’Brien says he would warn other foreigners against joining up, citing the bureaucratic problems he has faced.

O’Brien, a New Zealander, complained about red tape and a state apparatus that appears to have little understanding and compassion for people volunteering to fight for a foreign country. If that isn’t fixed, Ukraine may have a harder time attracting desperately needed recruits, hampering its effort to continue resisting Russia.

“If Kyiv wants more foreign fighters, it needs to fix the ridiculous bureaucratic bias that screws all of us foreigners over who have already fought for Ukraine,” said O’Brien, who has been sentenced in absentia by Russia to 14 years in prison for fighting alongside Ukraine.

As of August, the defense ministry said some 16,000 foreigners from 72 countries were serving in the Ukrainian armed forces, giving crucial help to a 900,000-strong military that is chronically short of recruits.

The volunteers are facing a looming deadline. The Ukrainian parliament last year passed a law mandating that foreigners serving in the military have to file paperwork by Nov. 10 to get temporary residence permits.

“If nothing changes, then after November 10, a significant number of the foreigners defending Ukraine will technically be in the country illegally,” Ukrainian Deputy Defense Minister Liubov Halan said in a social media post.

That clashes with the official recruitment information given to foreign volunteers, which says their contract “is the basis for legal long-term stay in Ukraine.”

“Even though I can prove I was serving in the Ukrainian army, they still make it impossible for us foreigners; none of them have any respect for people who fight for Ukraine, and they treat us like illegal aliens,” O’Brien said.

“I have been in three different Ukrainian units, and all of them have made mistakes in my military contracts or done them in a way that is not legally correct, so when I go to immigration to apply for the residency that I fought hard for, they ended up giving me a fine that I had to pay on the spot because my information was incorrect in my contract,” O’Brien added.

The Ukrainian military ombudsman’s office has fielded more than 300 complaints this year from foreign volunteers and their families related to granting combatant status, early termination of contracts at the soldier’s request and ensuring timely medical care.

In a report for the Washington-based Center for European Policy Analysis think tank, an American volunteer said that neither he nor most of his comrades had received their UBD — the document confirming combat participation that opens the door to veteran status in Ukraine.

Part of the issue is due to an uneven transition from paper identification to digital military IDs that has left out many foreign volunteers.

A study by the Ukrainska Pravda newspaper earlier this year found that language barriers are a big problem, especially for Spanish-speaking Colombians who constitute the largest group of foreign service members. The study also found that if a veteran has been discharged from the Ukrainian forces, they can sometimes face deportation.

Kyiv is waking up to the problem.

 “We highly value everyone’s contribution and fully recognize the state’s responsibility to uphold their rights and legitimate interests,” said Liudmyla Kalenchuk, head of the soldiers’ rights department in Ukraine’s military ombudsman’s office.

Last month, the defense ministry started a working group aimed at improving terms of service, legalization and treatment of foreign soldiers and their families. The Ukrainian parliament is also working on legislation to simplify and extend deadlines to legalize the stay of foreign fighters in the country and lift other bureaucratic burdens.

“Many foreign fighters are unable to complete the process of obtaining a residence permit, as they are carrying out combat missions far from their unit’s base and cannot simultaneously gather the necessary documents and visit the migration service,” said Halan. 

Kalenchuk argued that legalization problems are not widespread, but did say there are vulnerable categories of service members — for instance, those who lost their passports while serving, including citizens of Russia, Belarus and South Africa.

Foreign fighters

Ukraine opened its doors to foreign volunteers like O’Brien in the first hours of Russia’s full-scale invasion in 2022, when the country’s survival was at stake, said Meaghan Mobbs, president of the R.T. Weatherman Foundation, an NGO helping war veterans and their families.

“No one could have predicted either the extraordinary number of foreigners who would answer that call or that Russia’s war of aggression would continue at this scale for years,” Mobbs said. “What began as an emergency wartime mechanism became something much larger and more permanent. The system now has to catch up.”

Russia also recruits foreign fighters, many from poorer countries keen to get cash or Russian citizenship. Its North Korean allies are also fighting alongside Russian forces.

Ukraine offers foreigners a freedom-fighting cause, combat experience, deals worth up to $10,000 per month for dangerous front-line duty and the possibility of quitting the three-year contract after six months of service. The pay is the same as that received by Ukrainian soldiers.

About 8,000 foreign volunteers serve in the ground forces, while the remaining 8,000 are dispersed among the National Guard, special transport service and other units, said Kalenchuk.

In its recruitment information, Ukraine says volunteers should be between 18 and 60 years of age, fit, legally allowed to enter Ukraine, andthat military and combat experience is an advantage. Only people who understand English, Spanish, Portuguese, Russian or Ukrainian are accepted.

The flow of foreign recruits is growing, from some 100 a month in 2022 to 600 a month now. About 40% come from Latin America.

Most come to Ukraine to help fight against Russia, while some add that pay and the opportunity to gain combat experience are also motivating factors, Kalenchuk said.

Ukrainian units have differing abilities to receive, train, communicate with and administer foreign personnel.

“Foreign volunteers themselves also vary enormously in experience, capability and motivation. Ukraine has learned a tremendous amount since 2022 about what makes a foreign volunteer genuinely valuable, and those lessons should shape what comes next,” Mobbs said.

Family complaints

As well as red tape linked to residence status, foreign fighters also complain about not being paid, not being given adequate medical care, the lack of official combatant status that gives social benefits and protections, and inadequate provision of food and military supplies, the military ombudsman’s office said.

There is also criticism over how Ukrainian bureaucracy deals with the families of volunteers.

More than 10% of the complaints to the ombudsman’s office come from families requesting official confirmation of whether a volunteer is missing or has been killed in action, Kalenchuk said.

“For me, this is where the shortcomings become very personal. These are mothers, fathers, wives and children whose loved ones traveled thousands of miles to defend a country that was not their own. Some families have told us they feel forgotten after that sacrifice — or even maligned when they ask difficult questions or push for answers. That should never happen,” Mobbs said.

According to her, some families have learned of deaths from fellow soldiers, or via social media, before receiving official notification. Families can spend months navigating military units, ministries, diplomatic missions, identification and repatriation procedures, and compensation and benefits under Ukrainian law without one clear pathway or person responsible for guiding them.

Wounded volunteers are entitled to free medical treatment and a special payout in the event of disability. Families of fallen soldiers receive compensation of 15 million hryvnia (€300,000).

“Grief is difficult enough without having to become an expert in the bureaucracy of a foreign country at war,” Mobbs added.

However, she said there is reason for optimism. The Weatherman Foundation helped organize a meeting between Halan, the deputy defense minister, and families of nine American volunteers who were killed or went missing.

“What mattered to me was that she listened. The families were able to explain directly what had happened to them and where the system had failed them. The ministry is now working on administrative and legislative changes, and we are committed to helping turn those experiences into solutions,” Mobbs said.

The ministry will take this experience into account in its work on supporting foreign military personnel and their families, Halan said.

“They are sons of their own homeland, yet in a moment of crisis, they became brothers to the Ukrainian people and soldiers in the Ukrainian army. Therefore, we have an obligation to ensure that their families receive high-quality support at every stage of their interaction with the Ukrainian state,” Halan added.  

Unless the country’s approach to foreign volunteers changes, O’Brien said he would warn potential volunteers against signing up.

“The military HR system and the civilian departments need significant change because right now I tell everyone to stay away from Ukraine, because you won’t be looked after if anything goes wrong and even with a lawyer on my side it’s an uphill battle to do anything,” O’Brien said.

But when asked if he regrets fighting alongside Ukrainians against Russia since 2022, O’Brien said no.

“I joined because Russia is a terrorist regime that needs to be stopped,” he said, adding: “I stay with Ukraine because it is the people that I fight for, not [President Volodymyr] Zelenskyy or the government or the departments who continue to fuck us over again and again, but the everyday Ukrainians who just want to live in peace.”

Ein massiver Datenklau erschüttert die AfD: Über 400.000 interne E-Mails, darunter von Alice Weidel und Alexander Gauland, sind an die Öffentlichkeit gelangt. Die geleakten Papiere offenbaren nicht nur eklatante Sicherheitslücken, sondern bergen teilweise politische Sprengkraft.

In Nordrhein-Westfalen eskaliert derweil erneut der Machtkampf zwischen Landeschef Martin Vincentz und dem Lager um den Bundestagsabgeordneten Matthias Helferich. Der Konflikt wird mittlerweile sogar mit scharfen Klingen bei einer burschenschaftlichen Mensur ausgetragen. Gleichzeitig greift der Bundesvorstand mit harten Ordnungsmaßnahmen ein und droht, die internen Mehrheitsverhältnisse zu kippen.

Auch in der Bundestagsfraktion zeigt sich Uneinigkeit: Bei Abstimmungen über Auslandseinsätze der Bundeswehr stimmt die Partei zersplittert ab, Fraktionschef Tino Chrupalla enthält sich. Pauline von Pezold und Frederik Schindler analysieren den Spagat zwischen Sicherheitspolitik und der Inszenierung als Friedenspartei.

„Inside AfD“ ist der POLITICO-Podcast über die umstrittenste Partei des Landes. Trotz Radikalisierung und Beobachtung durch den Verfassungsschutz wächst die AfD weiter. Wie ist das möglich? Was treibt ihre Anhänger, Strategen und Gegner an? Wie funktioniert das Innenleben der Partei? Und was bedeutet ihr Aufstieg für das politische System Deutschlands?

Antworten liefern immer mittwochs Pauline von Pezold von POLITICO und Frederik Schindler von WELT — unaufgeregt, aber kritisch.

Fragen und Feedback gern an insideafd@politico.eu.

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PARIS — Suspicious drones flew over military facilities in southeastern France earlier this month, the French navy said on Wednesday.

During a large-scale armed forces exercise that lasted from Oct. 5 to Oct. 16, “unauthorized drones were detected in the no-fly zone, near and above military sites,” the navy said in a press statement.

“In each instance, the planned security measures were activated by the deployment of anti-drone devices, in coordination with domestic security forces,” it continued, adding that a judicial investigation was opened.

Suspicious drones are increasingly spotted in several European countries including Denmark, Germany and France, close to military sites and defense industry facilities. In July, a Moldovan man was arrested on suspicion of espionage after flying an unmanned aerial vehicle over a KNDS factory in Munich. Some of these drone incursions are attributed to Russia, as Moscow intensifies its hybrid attacks against European countries.

The French navy’s statement confirms local media reporting about drone sightings around Toulon. The southeastern town is home to one of France’s largest naval bases, which hosts the country’s aircraft carrier Charles de Gaulle as well as attack submarines.

According to local broadcaster Ici Provence, the drones flew at night above the naval base, the General Directorate of Armaments facility in Toulon, and the 54th Artillery Regiment in Hyères. The military exercise, dubbed Typhon, was precisely aimed at training against drone sightings.

The navy said that no sensitive infrastructure was threatened. “The Ministry of the Armed Forces and Veterans Affairs reminds the public that unauthorized drone flights near or over military facilities are strictly prohibited,” the statement concluded.

With Washington’s support for Kyiv increasingly uncertain, Brussels is looking to its allies to help keep Ukraine afloat. The price tag: €70 billion.

On today’s show, Zoya Sheftalovich and Kathryn Carlson discuss how the EU hopes to persuade Canada, Britain and Japan to help foot the bill — and whether closer trade and defense ties could be part of the bargain.

Then, Germany’s far-right AfD leader Alice Weidel is in Strasbourg to present her vision for a radically different European Union.

And who owns your face and voice in the age of AI? As deepfakes become increasingly convincing, MEPs are pushing for new protections.

If you have a question or comment, don’t hesitate! Message us on our WhatsApp here or at +32 491 05 06 29.

Articles mentioned in this episode:

• “AfD’s Alice Weidel to unveil plan to downsize the EU.”
• “Socialists push for EU law on deepfakes.”
• “EU to press Canada and UK for more Ukraine funding.”

BRUSSELS — The EU is preparing to try and persuade Canada and the U.K. to increase their support for Ukraine as part of efforts to plug the €70 billion funding gap Kyiv faces next year.

The EU-Canada summit on Oct. 29-30 and the EU-U.K. summit on Nov. 20 will give Brussels a chance to make the case at the highest level. With Kyiv’s financing needs rising and U.S. backing uncertain, Brussels is increasingly looking to non-EU allies to contribute more, five EU officials, including two from the European Commission, and two EU diplomats told POLITICO.

The EU and its member countries provide 80 percent of Ukraine’s external aid, Commission President Ursula von der Leyen said Friday. “We urgently need other partners to step up.”

European Council President António Costa told the European Parliament on Wednesday morning that “international partners have to intensify and step up financial support to Ukraine.”

The EU has committed to a €90 billion loan for 2026 and 2027, intended to cover about two-thirds of Ukraine’s needs. Brussels had expected other partners — including Canada, Japan, South Korea, Australia and Norway — to provide another €45 billion, but much of that money has been slow to arrive as other governments have yet to firm up or disburse the support Brussels expected.

While calls to help Ukraine defend itself are not new, the projected 2027 bill has grown as Russia intensifies its assault, the U.S.-Israeli war with Iran drives up costs and Washington shifts toward positions more favorable to Moscow — leaving Europe and other allies to shoulder more of the cost of keeping Kyiv afloat.

Brussels is heading into negotiations about closer economic and defense ties with London and Ottawa. Diplomats and EU officials said they do not expect a formal bargain, but that support for Kyiv from the EU’s partners is likely to shape the political climate around the talks. Like others in this article, they were granted anonymity to speak about the sensitive diplomacy.

The EU has also raised Ukraine’s 2027 financing needs at meetings of the International Monetary Fund, the G7 and the G20, as well as with Gulf Cooperation Council countries.

“During my meetings in Bangkok, the need to secure financial support for Ukraine in 2027 was a prominent topic,” European Economy Commissioner Valdis Dombrovskis told POLITICO, referencing last week’s IMF and World Bank Group meetings. He said he called for “broad burden sharing and stressed the importance of international partners each doing their part as Ukraine continues fighting Russian aggression.”

All the EU officials and diplomats stressed that the push was not a criticism of the U.K. or Canada, both of which are strong supporters of Ukraine. The point, they said, is that Kyiv’s needs have grown.

The U.K. says it has committed a total of £25 billion for Ukraine and Canada has promised the equivalent of €5.4 billion in military assistance and €8.2 billion in direct financial support.

The EU and its member countries say they have contributed over €231 billion since Russia’s full-scale invasion, including military aid, budget support and guarantees, support for Ukrainians hosted in the bloc, and proceeds from immobilized Russian assets — an amount one senior EU diplomat described as already “over and above.”

How to meet Ukraine’s financial needs has become “a central discussion in every single meeting” with partners supporting Kyiv, a Commission official said.

The push to secure Ukraine’s financial needs comes as support for Kyiv will be tested in a series of elections across Europe next year. In France, far-right front-runner Marine Le Pen has vowed to end aid if elected president in 2027, while in Italy, Prime Minister Giorgia Meloni faces a challenge from Russia-friendly Roberto Vannacci ahead of next year’s election.

The looming votes, combined with the unpredictability of Washington’s backing for Kyiv, mean European countries need to look beyond their own budgets, the senior diplomat said. “We need to think wider and broader.”

The EU is also urging the Ukrainian government to secure more support from non-EU backers. “This is the first next step that they need to secure from their partners,” the Commission official said.

Not ‘pulling a Trump’

EU ambassadors are set to talk about the upcoming Canada and U.K. summits tomorrow, with Ukraine funding expected to form part of the discussions, the two diplomats said.

Brussels, “without pointing the finger,” wants to use the run-up to the meetings to press for broader support, the senior diplomat said. But the EU “won’t be pulling a Trump” and explicitly linking favorable treatment to contributions to Ukraine, they added.

The Commission has not set out what it will ask partners for or how any request might connect to trade and defense talks. The diplomat said the EU still needed to work out “how much will translate in joining those dots.”

Von der Leyen proposed making Canada the EU’s first “associate member” in her State of the Union speech last month. The October summit in Montreal is an opportunity to develop the idea.

Ottawa will participate in the EU’s SAFE program, which finances joint defense procurement, giving Canadian companies preferential access to SAFE-funded contracts. Closer defense cooperation and industrial access could form part of the wider conversation about support for Kyiv, one of the diplomats said.

In a statement to POLITICO, Kathryn Serieux, a spokesperson for Canada’s Privy Council Office, said Ottawa “is and has been a steadfast supporter of Ukraine,” with Canada committing nearly C$26 billion in military, financial development and humanitarian assistance.

“Canada continues to stand by Ukraine and remains engaged with international partners on Ukraine’s needs,” Serieux said.

The U.K. summit is expected to advance Prime Minister Andy Burnham’s promised reset with the bloc, including agreements on youth mobility, food and emissions trading. Burnham has said the status quo is “not good enough” and wants Britain to move closer to the EU.

London wants U.K. companies to count as European under the proposed Industrial Accelerator Act, which would give preference to goods made in Europe in public contracts and industrial support. British officials worry U.K. firms could lose out despite close links between British and European supply chains.

Three U.K. officials said Tuesday they had not heard of a request for Britain to provide more support for Ukraine in exchange for letting its companies qualify under the act. A fourth EU official said Ukraine was expected to feature in the summit declaration with the U.K., but that it would reflect both sides’ efforts to help Kyiv, rather than a Brussels demand for more support.

The EU is also pressing Japan to increase its contributions, with one senior EU official saying it was lagging in 2026. A person familiar with the thinking in Tokyo pushed back on the idea that Japan was not pulling its weight, saying Tokyo had already given around $20 billion in support to Kyiv — but there could be room for more if Ukraine requested it.

Tokyo is also seeking assurances that Japanese companies will retain access to the EU market, following concerns the Industrial Accelerator Act’s “Made in Europe” preferences could put its firms at a disadvantage.

The Mission of Japan to the EU didn’t respond to a request for comment.

Australia says it has not yet received a request for more funding for Ukraine for 2027. Canberra is likely lower on the list, if it is on it at all, because its prime minister and foreign minister met Ukrainian President Volodymyr Zelenskyy at the U.N. General Assembly last month and announced additional funding and a security agreement, an Australian official said.

Dan Bloom contributed reporting from London. Amanda Copp contributed reporting from Canberra. Mike Blanchfield contributed reporting from Ottawa. Gregorio Sorgi contributed reporting from Brussels.

BRUSSELS — The European Union is beefing up its presence in the Arctic to catch up with neighboring powers carving new trade lanes and drilling for resources under the melting ice.

On Tuesday, the EU unveiled a new plan called Northern Neighborhood. It’s meant to prepare for rising military and commercial activity in the north driven by climate change, and calls for new transport, research and security infrastructure in the region.

“The Arctic is one place where the tectonic plates of geopolitics are colliding. And it’s not someone else’s frontier. It’s part of the European Union,” Commission President Ursula von der Leyen declared as she unveiled the strategy.

She pointed to Russia’s expanding military footprint and the race for emerging shipping routes and critical resources as forces reshaping Europe’s security and economic future.

Climate change is dramatically affecting the Arctic. Planet-warming emissions are making the ice melt faster, disrupting the region’s fragile ecosystems. But where the ice is disappearing, countries like China, Russia and even Canada see an opportunity.

The EU is now scrambling to update its existing policies on the Arctic — once largely focused on environmental protection — to give more importance to security, shipping and extracting resources.

The strategy calls for a rebranding of the EU’s existing partnerships with Norway, Iceland, Canada and the U.K., backed by regular summits to set joint priorities and launch projects.

Here are five things Brussels wants to change about its Arctic policy.

1. Defense and security 

The strategy warns that Russia is rebuilding its military presence in the Arctic and that China has growing strategic ambitions in the region.

The EU plans to set up a pilot research project using satellite and maritime observation in 2027 and share ship-tracking data to help identify Russian shadow fleet vessels.

In the longer term, it wants EU countries to lead on a maritime security hub to pool intelligence on threats ranging from undersea cable sabotage to illegal fishing. It also calls for setting up an Arctic Cable Hub alongside NATO to monitor and protect subsea cables in the North Atlantic and the Arctic. The strategy lacks any information on funding for these projects, however.

Finnish MEP Mika Aaltola of the European People’s Party said the new focus on the Arctic is long overdue.

“Europe hasn’t been thinking about [the Arctic] enough,” Aaltola said. “Because of the ice melting and climate change, it’s becoming kind of the next great game. And if that happens, then what are the European positions when it comes to Russia, China and also the United States?”

2. Access to energy resources

The new policy sticks with EU promises not to drill for fossil fuels in the Arctic.

“The EU remains committed to ensuring that oil, coal and gas stay in the ground, including in Arctic regions,” it reads. Instead, Brussels promises to develop renewable energy projects in the region but drops an old commitment to convince the rest of the world to follow its lead. 

“It is good that the Commission maintains its opposition to oil and gas drilling in the Arctic,” said Delara Burkhardt, a Socialist MEP, but not pressing for a global ban “weakens the EU’s ability to push for stronger international protection and leaves the door open for other countries to exploit one of the world’s most fragile ecosystems.”

The EU’s former Arctic policy — drafted in 2021 — committed the bloc to pursuing an international moratorium on Arctic oil and gas extraction. 

Norway — which supplies a lot of energy to the EU — has made it clear it would still drill in the Arctic regardless of the bloc’s position.

3. Critical raw materials 

The EU is under pressure to secure new supplies of critical raw materials to reduce its dependency on China.

The new strategy says it will continue working with Canada, Greenland, Norway and the United States to develop critical raw materials projects in the region, but insists it will do so while following the “highest social, environmental and governance standards,” and work to the “benefit of local communities in respect of Indigenous Peoples’ rights.” 

Brussels has already labeled several critical raw materials projects, including the Sokli project in Finland and the Per Geijer rare earth deposit in northern Sweden, as “strategic” under EU law, which means they could benefit from faster permitting procedures.  

But some of these projects face serious local resistance from local and indigenous communities, who say the mining plans threaten reindeer herding and protected ecological sites. 

4. New trade routes

Melting ice is opening up new shipping routes in the far north, and the EU is worried that it could be sidelined from the region. But the strategy offers little on that front; its only action is a study on new shipping lanes.

The number of vessels operating in the area covered by the Polar Code — international regulations covering shipping in the Arctic and Antarctic — rose by 40% between 2013 and 2025, while the total distance sailed nearly doubled, said Michael Kingston, a special adviser on polar issues to the Arctic Council on marine protection.

Recent transits by Chinese and South Korean container ships using the Northern Sea Route running along Russia’s Arctic coast show the appeal of a route that is about 20 days faster than conventional routes, he added. 

“Russia builds the infrastructure, China facilitates and funds some of it,” Aaltola said, calling it part of a “grand bargain” between the two.

He complained that the EU is left on the sidelines. “When it comes to the Arctic, there is a vacuum of interest, and there’s also a vacuum of resources and institutions participating.” 

The route is still mostly seasonal for Russian oil and gas tankers, said Ksenia Vakhrusheva, project manager and Arctic project adviser at the environmental group Bellona. Ice, unpredictable weather, increased insurance costs and Moscow’s control over the route make it unlikely to become a mainstream commercial corridor anytime soon, she added.  

Europe also has leverage as the final customer for Chinese shipments, Vakhrusheva said.

“If the EU sends a strong message to China that they do not want goods shipped via NSR, China won’t use this route for transit,” she said. “For NSR to become a valid transit route you need two sides,” she said, “a seller on one side and a buyer on the other.” 

5. Environmental protection 

The strategy is light on measures to shield the Arctic from the impact of global warming. However, it does warn that increased shipping in an “inherently harsh and poorly charted environment” raises the risk of “catastrophic accidents, severe marine pollution” and hybrid interference.  

“Increased shipping in the Arctic both exploits this vulnerability and exacerbates it,” said Dave Walsh, an adviser at the Clean Arctic Alliance NGO, citing carbon emissions, wastewater discharge and noise as some of the impacts of more traffic.

Safety and the environment have not been a priority for Moscow, said Vakhrusheva, and a shortage of high ice-class ships combined with the need to sell oil and gas “to whoever is ready to buy it” raises the risks. 

Protections such as a ban on heavy fuel oil are still negotiated at the International Maritime Organization, where the EU is a key player, she said, adding that such measures will push up the cost of Arctic shipping. 

The strategy says Brussels will push at the IMO to turn measures to limit black carbon — soot emitted by ships that falls on snow and ice and accelerates melting — from voluntary guidelines into binding rules.

It also calls for expanding the definition of Arctic waters to everything north of 60 degrees latitude, replacing the current boundary, which excludes much of the waters around Iceland and Norway from special Arctic shipping rules.

It also promises to keep pressing for compliance with the Polar Code through tools such as an IMO regulation that involves national maritime authorities inspecting foreign-flagged ships in Arctic ports to verify compliance with international safety, environmental and crew-qualification standards. 

The document includes non-binding commitments on biodiversity loss and plans to boost ocean and Arctic research programs. It also promises to launch an “initiative to promote local public and private investment in the Arctic around blue economy sectors.” 

Jakob Weizman contributed reporting.