he world is starting to understand that there is no way to fully and lastingly protect itself from President Donald Trump.

The man just can’t let things go — and he’ll get creative to get what he wants.

The latest blowup over Ukraine is emblematic of Trump’s wily persistence, and it suggests a challenging two years lie ahead for the international set even if Democrats gain some power in the midterm elections.

Not that long ago, Trump seemed to have patched up ties with Ukrainian President Volodymyr Zelenskyy as Kyiv made gains against Russia. Trump signed legislation last month that was championed by his late friend, Sen. Lindsey Graham (R-S.C.), to impose heavy new sanctions and tariffs to punish Russia for its war on Ukraine.

This month, the original Trump — the one who fawns over Russian leader Vladimir Putin and despises Zelenskyy — roared back. He waived many of the legislation’s penalties on Russia, moved to buy Russian diesel and signaled he’s more interested in doing business with Moscow than seeking justice for Kyiv. Ukrainians suspect the U.S. has pressured them by throttling its satellite connections and intelligence-sharing. (The Trump administration disputes much of this.)

“Russia, frankly, has been fine on Ukraine,” Trump said Monday as he welcomed the idea of an arms control summit with Putin and Chinese leader Xi Jinping that might include talks about Ukraine.

The lesson, foreign officials and others steeped in diplomacy tell me, is that you cannot truly change Trump’s mind or stop his overall trajectory. Even if Trump seems briefly chastened or stages a tactical retreat, he will eventually return in new, often-surprising modes to push his original views and goals. He will try to exhaust you into submission.

Imagine how startling it is to be Ukrainian these days as Trump pressures you to make concessions to Russia by blaming you for a global energy crisis he caused by launching a war on Iran. Or what it’s like for officials across European capitals trying to craft a response, knowing there’s never an end to the process.

“There is no immunity to Donald Trump. He makes a deal in order to make a better deal the next day,” one senior European official mused, having been granted anonymity because the topic involves sensitive diplomacy.

It’s hard to blame world leaders who think they’ve learned to manage Trump only to be bewildered by a sudden left hook on his part. Foreign policy is often driven by hope when you lack good options. And Trumpology is a confounding, but still a relatively new, subfield.

Besides, Trump’s messaging is inconsistent, incoherent and nonstrategic — characteristics that can obscure his single-minded pursuit of his goals. So the global actors dealing with him — whether it’s the Gulf Arab states who shower him with gifts or the Canadians furious over his trade and territorial threats — sometimes think they’ve come to terms with him only to find they’re fighting on a newly configured plane.

A Supreme Court ruling that gutted many of Trump’s tariffs earlier this year was good news in many capitals. But since then, the so-called Tariff Man has moved to impose the import taxes under pretexts not considered by the court, including turning to accusations involving forced labor.

The White House doesn’t dispute Trump’s aggressive tactics.

“There is no greater fighter for America First interests than President Trump — and he is willing to look anyone in the eye to deliver wins on behalf of the United States,” spokesperson Anna Kelly told me in a statement.

The Greenland saga shows the limits of trying to mollify Trump.

In his first term, Trump wanted to buy the frozen island. The idea was shelved amid global laughter, but authorities in Greenland and Denmark made it clear to Trump that they welcomed more U.S. investment in the Danish territory.

In his second term, Trump huffed and puffed about an all-out U.S. takeover of Greenland, only to agree in September to an expanded U.S. military footprint that he could have gotten anyway under existing, decades-old diplomatic accords without all the drama. The whole affair has led to lingering anger in Europe about what Canada’s leader called a “rupture” in the global order — but many European officials hoped that the saga had faded away.

Yet, it’s far from certain that Trump has given up on possessing Greenland. Just days ago, he touted on social media plans to start oil, gas and mineral exploration in “our new and beautiful Greenland.”

The use of “our” is more than a little suggestive.

Defying Trump, too, can get you only so far.

Brazilians effectively told Trump to take a hike when he used tariffs and sanctions to punish the country for charging its former president, Jair Bolsonaro, in a coup attempt.

A few months later, as Bolsonaro was about to start his prison sentence, Trump seemed to admit defeat in his effort to help his political ally. “That’s too bad,” he said in November 2025, with little emotion. (“Brazil Defied Trump and Won,” The New York Times declared.)

But Trump wasn’t done with Brazil. He and his team have pursued efforts to undercut the current Brazilian government while quietly backing Bolsonaro’s son, Flávio, in his efforts to win the presidency this year. The runoff election is on Sunday, and it’s tight.

World leaders are doing what they can to make their countries Trump-resistant, if not all-out Trump-proof.

That has meant everything from diversifying their sources of trade and security alliances to joining Trump on ventures that, on the surface at least, can be helpful to them. (Then there are the many countries, especially in Africa, that diplomats privately tell me are happy to be off Trump’s radar.)

My takeaway from watching all of this, though, is that it’s not enough to stay one step ahead of Trump. You have to stay several steps ahead, and you have to be wildly imaginative about the lengths to which Trump and his devoted aides are willing to go to complicate your life.

The second Trump administration is filled with people who have turned to unique, bizarre and clever interpretations of law and reality to push his agenda. It’s not always clear who is behind which move, but it’s hard to imagine Trump isn’t fine with most of what’s happening.

It’s why a teenager is being held in immigration detention for the actions of his grandmother decades ago. It’s why Congress can scream and shout about its spending orders yet Trump ignores it.

Sen. Chris Murphy (D-Conn.) said other nations should not hope that the Republican Party will shed Trump’s worldview, including his disdain for allies, once Trump’s out of power.

“I would love for our allies to know that we have consistent common adversaries that we’re going to work together to fight. I just don’t know that you can make that guarantee,” Murphy, a frequent Trump critic, told me. “That’s painful to say, but given the state of the Republican Party right now, it’s true.”

I understand why Ukraine and the European Union are trying to diversify their sources of intelligence and military industrial bases as Trump keeps chasing love from Russia.

Despite Secretary of State Marco Rubio’s claims, the reality is that the United States can no longer be trusted for such security assistance.

But it’s not enough to find new intelligence partners or weapons manufacturers. You have to ask bigger questions, like, “What are the untapped streams of intelligence that no one knows are out there? What’s a potential weapon no one has considered? How can I acquire what I need before Trump stops me?”

Governments need to have plans — now — for scenarios that seem completely crazy. Better to be wrong than unprepared.

Still, even if you do all of that … “I don’t think it’s possible to stay two or three steps ahead of Trump,” said Charles Kupchan, a former senior national security official during the Obama administration who apparently enjoys raining on parades.

“He acts on impulse,” argued Kupchan, who has a new book out on the crumbling world order. “We need to try to limit the damage he’s causing and ride him out.”

A Democratic win in November’s midterms — one or both chambers of Congress — is unlikely to do much to rein in Trump’s actions abroad during his final years, current and former U.S. and foreign officials tell me.

He still has the veto and has been willing to ignore congressional demands. There’s also the fact that presidents have significantly more power to act in unilateral ways overseas than they do domestically.

Ukraine, the European Union, the world — all will be dealing with a politically wounded Trump who’s likely to double down on what he feels he must have.

“He’s going to be angrier,” Murphy predicted.

BRUSSELS — The center-right European People’s Party joined forces with far-right lawmakers Thursday to push through a vote delaying a key EU climate law governing the methane emissions of oil and gas companies.

It was the latest example of the European Parliament’s biggest group ignoring old taboos and working with the far right to pass legislation weakening environmental rules.

The EU Methane Regulation requires fossil fuel companies to monitor and report emissions of methane, a potent greenhouse gas that’s a major cause of global warming.

The requirements were due to come into force in 2027, but the Commission last week proposed delaying implementation by a year following intense lobbying from the oil and gas lobby and the U.S. government.

The EPP proposed going further, calling for a three-year delay. The amendment passed by 326 votes to 244, with the support of far-right groups Patriots for Europe, the group of Marine Le Pen’s National Rally; and Europe of Sovereign Nations, the group of the German far-right party the AfD. Giorgia Meloni’s European Conservatives and Reformists also backed the proposal.

Most lawmakers from other centrist and center-left groups, including Renew Europe, Socialists and Democrats and the Greens, opposed the three-year delay.

The right-wing majority also voted for an amendment that would force the Commission to review the law and propose any necessary changes by mid-2029.

It comes a year after the EPP — the group of Commission President Ursula von der Leyen — set a new precedent when it sided with the far right to vote to weaken environmental reporting rules for companies, breaching the so-called cordon sanitaire. Since 2024, right wing groups have made up a majority in Parliament.

Thursday’s vote, if adopted by other EU institutions, would move the deadline for implementation of rules to 2030 — well beyond the Commission’s proposed delay to 2028.

It comes after a months-long pressure campaign by oil and gas companies, which claimed that key elements of the rules requiring them to monitor and track leaks of the potent greenhouse gas were unclear, risking compliance failures that could deter critical supplies from reaching Europe.

The Parliament’s position aligns it with industry’s own call for a three-year delay, and lawmakers echoed the sector’s concerns about the risk of supply disruptions linked to hasty implementation of the rules.

“The postponement of the requirements for oil and gas importers in the Methane Regulation is a matter of political responsibility … We need legally certain rules in place … to safeguard Europe’s energy supply and competitiveness,” MEPs Andrea Wechlser and Christian Ehler, both in the EPP, said in a statement to POLITICO.

“The crisis in the Middle East is already putting massive pressure on energy markets—about 20 percent of global LNG trade passes through the Strait of Hormuz,” they added.

The Parliament’s position could empower national delegations — which failed to agree on a joint position Wednesday after pushback from Germany, Italy and Poland — pushing for a longer delay. Member countries hope to find a compromise next Wednesday after failing to find agreement earlier this week.

CORRECTION: This article has been updated to reflect that Parliament voted to delay the rules until 2030.

When the sun goes down, the wind picks up in central New Mexico, whipping through arid canyons with a ghostly howl that for centuries, locals have likened to the wails of the folkloric ghost La Llorona. 

A few hours east of Albuquerque, this June, those gusts began powering the largest wind farm this continent has ever seen, twirling over 900 colossal steel turbines. Each is as tall as the Statue of Liberty, scattered across a patch of desert roughly the size of Chicago. They plug into a 550-mile transmission line stitched across the Southwest and are now powering over one million homes — as far away as California. 

The SunZia Wind and Transmission project is a rare 21st-century triumph of American infrastructure, an engineering marvel that generates more electricity than the Hoover Dam. When the turbines came online this spring, they immediately broke records for wind-generated power in California’s energy supply, where solar power may rule the day, but the winds of New Mexico increasingly fuel the night.

After years of stagnant power growth, the US is absolutely starving for more electricity, with demand projected to rise by 25 percent by the end of this decade, and a staggering 78 percent by 2050. Enormous as this challenge might seem, it may ultimately be the catalyst the country needs to dramatically dial up its renewable energy infrastructure, so that the years to come are powered not by gas or coal, but by clean energy sources like the sun and the wind. By next summer, the project will have prevented about 9 million metric tons of carbon dioxide from entering the atmosphere, according to Pattern Energy, the project’s developer. 

For decades, however, it seemed the project would remain little more than a spectral dream. 

“It works!” This was the call Hunter Armistead, Pattern’s CEO, remembers getting from his head engineer when the turbines came online for the very first time. “We were creating power, and it was showing up 550 miles away in Phoenix, almost as if it was magic.” During the ribbon-cutting for the wind farm, some construction workers showed off massive new turbine tattoos. “It’s their pride that for the rest of their lives, they can drive by and tell their kid, ‘I did this,’” Armistead said.

But SunZia almost didn’t get built at all. It is not just the project’s scale that makes it remarkable, but the utter morass its developers slogged through to bring it online. The project spanned five presidential administrations, an ownership change, a major reroute, and a standoff with a US military base. 

It also involved a series of lawsuits from local tribal communities and environmental advocates, some of which remain pending even as the turbines now finally whirl. Building any renewable megaproject requires vast amounts of space, and hyperspecific natural conditions, like a wind that blows at night or a reliably sun-soaked desert plain. Then getting that energy to major cities means traversing some of the most pristine, spectacular natural corridors this nation has left, and particularly in the Southwest, rubbing up against the sacred lands of local tribal communities. 

The decades-long saga to settle some of these tensions has turned SunZia into a helpful lesson, and for many, deserved or not, it became the ultimate poster child for permitting reform. And for many years, the country’s need for power didn’t seem to call for such a wildly ambitious project anyway. But in the interim, as the world changed, SunZia changed too, becoming — at least in some places — a better and more collaborative project than it was when it began. And now, with a nation finally focused on building more clean energy megaprojects, it can offer a glimpse of what’s to come, even a blueprint of what could be.

The real reason(s) it took so long for SunZia to get built

When SunZia was first proposed in 2006, the same year Twitter went online, coal was still the most important electricity source in America, and the nation’s appetite for electricity had remained nearly flat year after year.

And for the next 17 years, SunZia flailed, never even breaking ground. It ping-ponged between financial and regulatory purgatories that most commentators have attributed to endless permitting delays. There were, for example, a few state-level permitting debacles, with New Mexico rejecting SunZia’s initial transmission route in 2018. Even after such interstate power lines get federal approval, they often need to wait years longer for approvals from every state in which their project passes.

Sen. Martin Heinrich of New Mexico, for one, has cited SunZia as a key impetus for his co-sponsoring the Senate’s new plan for permitting reform. This would make it easier for the federal government to coordinate approval processes for interstate transmission lines, ensuring that they happen concurrently and preventing one state from dragging its heels. 

The project had faced one particularly large and sticky permitting challenge: getting the power through the White Sands Missile Range. But this, and other challenges, were eventually resolved relatively quickly. And to David Hayes, who served as deputy secretary of the Department of the Interior during the Obama administration, this suggests that financing hamstrung the project even more than red tape. 

“The facts are the facts, and they got their permit,” said Hayes — all the way back in 2015, not long after the Obama administration put SunZia on a “fast-track” to approval. “So we finally got the permit done. Hooray, right? And then nothing happens. Nothing happens.” 

Part of that was the fact that the two states where SunZia wanted to build its transmission lines were not entirely on board. But it was also the sheer expense involved in building the project, especially given that the federal approval required burying parts of the transmission line near the missile range. Moreover, even if everything went perfectly with the project’s permitting process, it might have been impossible to build SunZia back then, said Armistead, because “we really didn’t have the market need for it.” 

The US simply wasn’t as ravenous for new electricity as it is right now, and the importance of building out the future of energy was not enticing enough for investors on its own.

But, refusing to die a slow death of a thousand permitting blockades or financial setbacks, SunZia instead evolved. Pattern Energy, initially only in charge of developing the wind farm portion of the project, took over the transmission line project in 2022. Around that time, SunZia applied for a revised federal permit, one that would circumvent the missile range, and within less than two years — a relative sprint for federal bureaucracy — they had a new approval in hand. Then came $11 billion in financing from several global financial institutions, pension funds, and clean energy investors. Then, a few years of construction time later, the Americas’ biggest wind farm was finally switched on.

And more massive projects like this will be needed because nowadays, “there is no longer the excuse” of a market unready for high volumes of clean energy, Armistead told me. “It is game time, and we’re supposed to get this done.”

What America’s biggest clean energy project got right

One of the secrets to SunZia’s ultimate success in New Mexico was the project’s ability to strike compromises, even with some of its earliest critics. In some cases, a bunch of birds. 

Right about now, the earliest migratory birds, like the crimson-capped sandhill crane, have begun arriving at their Southwestern wintering grounds, not far from some of SunZia’s newly operational high-voltage transmission lines.

This crane had nearly gone extinct before, driven in part by an explosion of new hydroelectric dams in the early 20th century, whose construction dried out local wetlands. SunZia’s initial route, which was planned across one of the most congested flyways in the country, threatened them again, birders feared, alongside other migratory species who might accidentally fly into the new power lines, a threat believed to kill millions of birds nationwide each year. 

While SunZia’s original developer, the Southwestern Power Group, was largely unmoved by those concerns, said Sarah Rose, vice president of climate at the National Audubon Society, the nonprofit found an unusually receptive partner to compromise when Pattern Energy took over. 

“They took their role as a project developer really seriously,” she said, “and I think they engaged with us with a lot of integrity and a lot of good faith.” Under a rerouting plan, original power lines were moved north, erected next to existing infrastructure, or affixed with visual warning systems or bird diverters. Not only did the changes make the bird advocates happy, but they were enough to help convince the New Mexico Public Regulation Commission, which had rejected SunZia’s permit application a few years earlier in part due to these concerns, to unanimously approve the project in 2022. 

To be clear, not everybody believed Pattern always made the appropriate compromises, especially in Arizona, where SunZia’s route remained unchanged under the new management. Peter Else, a local environmentalist, has spent years fighting SunZia in court over its intrusion into the scenic San Pedro Valley, a region that is sacred to Indigenous communities such as the Tohono O’odham Nation and San Carlos Apache Tribe. To see it marred by more power lines through the landscape has been like “mourning a death,” Else said, “like an ecological homicide.” 

He would have liked to see SunZia try to run the valley’s new power lines alongside existing ones, as it managed to do in parts of New Mexico, a process that Armistead told me would not have been possible because the Arizona portion of the line “was already put to bed,” and the original federal permit had found the valley to be “the least impactful and best route.” A lawsuit from the Tohono O’odham Nation and San Carlos Apache Tribe accusing SunZia and the Department of the Interior of failing to protect the valley remains pending. 

Of course, climate change threatens many of these regions more than a single power line. In the two decades it took SunZia to begin pumping clean energy across state lines, waves of extreme heat have taken tens of thousands of American lives, and the entire Southwest has continued in a megadrought unseen in the past 1,200 years. 

These are some of the very concerns that SunZia seeks, in part, to combat. And if we want to avoid even more heat deaths, extreme droughts, more flash floods, and more habitat destruction, then we probably will need a lot more facilities like it, some of which will require hard tradeoffs. 

But they aren’t doomed always to. It may have taken SunZia over a decade to learn that lesson, but for future megaprojects, the blueprint may already be there. The nearby 280-mile high-voltage Southline Transmission Project spanning parts of Arizona and New Mexico is set to begin construction next year, and it’s been so intentional about minimizing its ecological and cultural impact that even Else praised it as a good idea. And this approach could pave the way for even more essential large-scale projects like it. “If more folks could come to the table looking for solutions as opposed to expecting conflict,” Rose said, “I think we would be able to move a lot more quickly.” Ideally, it won’t take another 20 years.

This story was supported by a grant from Arnold Ventures. Vox had full discretion over the content of this reporting.

LONDON — Britain’s energy regulator is planning to authorize urgent investment to increase gas pipeline imports from continental Europe this winter, amid fears over the country’s ability to supply all customers in an emergency scenario. 

The plans, outlined in a document published Thursday morning, have been published a day after Energy Secretary Miatta Fahnbulleh approved a controversial North Sea gas project, Jackdaw.  

Government documents show that gas security considerations were given “substantial weight” in her decision. 

In a consultation paper, Ofgem said that, without intervention, Britain would have a “negative supply margin” this winter, in the event of a one in 20-year cold day — a day so cold Britain would only be expected to have one every 20 years — coinciding with the loss of key gas infrastructure. 

This unlikely scenario is a key standard followed by Britain’s energy authorities to assess its resilience in maintaining gas supply — also called the “N-1 gas security” standard. 

A shortfall in gas supply would be a national emergency, potentially requiring power plants or factories to shut down, or in extreme cases homes being disconnected from the gas network.  

Britain has never experienced a “network supply emergency,” but diminishing domestic supply and the threat of Russian sabotage of key undersea gas pipelines has raised fears over the country’s energy security. 

Last year the energy system operator, NESO, said long-term declines in domestic North Sea gas supply and global competition for LNG imports could mean the N-1 gas security standard is breached in winter 2030/31. 

However, there are now fears of a crunch point as soon as this winter, after the Belgian operator of the undersea gas pipeline Interconnector said it would cut planned export capacity to the U.K. because of soaring maintenance and operating costs. EU countries are also facing concerns over gas supply this winter. 

Ofgem, the regulator, said it is now planning to amend gas system operator National Gas’s regulatory licence, allowing them to cover the costs of maintaining imports from Belgium at current capacity, in agreement with Interconnector Ltd, majority-owned by Belgian firm Fluxys. 

“Without intervention, Great Britain could potentially face a negative supply margin in winter 2026/27 involving extremely high gas demand on a 1-in-20 cold weather day and the loss of the single largest element of GB gas infrastructure,” Ofgem said. “The position could become more constrained in future winters without intervention. While these are low-probability stress scenarios, their potential consequences are significant.” 

Costs will be recouped through customers’ energy bills. Ofgem said costs of £147 million could be passed on to bills, adding an estimated £1.19 to every domestic energy bill per year over a five-year period.  

Interconnector Ltd said it would restore British import capacity to 27.8GW this winter, an additional 11.3GW of capacity above the previously announced level. 

National Gas welcomed the plans but insisted that the warning over gas security “should not be interpreted as an indication that gas shortages are expected.” 

The Conservatives’ Shadow Energy Secretary Andew Bowie called the situation “utterly outrageous.” 

Britain is “going cap in hand to Europe and paying vast sums to import foreign gas,” he said, criticizing the Labour government for what he characterized as a failure to fully exploit domestic gas supplies. 

“Britain has one of the most secure and resilient energy systems in the world– and gas interconnectors form part of our diverse energy mix,” Energy Minister Michael Shanks said in a statement. 

“We are working with industry to build a gas system fit for the future, ensuring value for money for consumers while giving investors’ confidence to back Britain’s energy sector.” 

Alice Weidel, co-leader of the far-right Alternative for Germany party, told European lawmakers on Wednesday that Russia and Ukraine need to negotiate a peace deal, while insisting that German businesses require access to cheap Russian energy to remain competitive.

“It isn’t about capitulating to Russia, far from it, absolutely not, but we want people to sit down around the table. It’s high time they did, and went into it with a sensible diplomatic approach, making sure we pay due regard to the interests of both Ukraine and Russia,” she told a press conference.

Four and a half years since Russia launched its war on Ukraine, President Donald Trump is pressing Kyiv to negotiate with Moscow, while Russian President Vladimir Putin agreed on Wednesday to resume trilateral talks with Ukraine.

Weidel made the comments during a visit to the European Parliament in Strasbourg, where she unveiled her opposition AfD party’s EU program at an event organized by the far-right Europe of Sovereign Nations group.

The party aims to shrink the Commission, turn the European Parliament into an assembly of delegates appointed by national parliaments, and seek an opt-out for Germany from EU policies it can’t reform to its liking — potentially including an exit from the Schengen border-free travel area, she told reporters.

During an event following the press conference, Polish MEP Tobiasz Bocheński, from the right-wing European Conservatives and Reformists group, asked what she thought of Poland’s fears regarding Russia. Weidel said her party “puts German interests first,” insisting that “now we are in a critical phase that our industry is dying without Russian gas and oil.”

Germany needs “a sustainable, reliable and cheap energy resource that has been guaranteed by Russia for the last four decades,” she added, claiming that sanctions on Russia have “destroyed” Germany’s “business model.”

German industry is shedding jobs amid high energy costs, Chinese competition and U.S. tariffs, while Chancellor Friedrich Merz continues to push for reforms to revive a stagnant economy.

Weidel said that Russia, the U.S. and China are the only ones steering talks on Ukraine while European leaders aren’t even invited to sit at the table. The EU should have pushed for peace since the start, she added, as “four years down the road, it’s in a much worse position going into negotiations with Russia.”

EU countries are discussing who should represent them at the negotiating table. European leaders have repeatedly said that any decision on a peace deal must involve Ukraine and must include security guarantees.

Asked whether she was in contact with France’s far-right National Rally to repair ties, Weidel said the AfD was “pragmatic.” The French party broke with the AfD in 2024 and later helped shut it out of the far-right Patriots group amid concerns about its extremism and stance on Russia.

“We need to work together on a European unique level, and therefore we need to be in talks and discussions,” Weidel said, adding: “And we are.”

A rush of new data centers could bring air pollution roaring back to levels not seen since the 2000s in Texas, which has become ground zero for the physical infrastructure behind generative AI.

New and proposed data centers are demanding a tremendous amount of electricity. How developers and utilities meet that demand - with gas turbines or renewable energy - will determine just how dirty things will get. So far, though, things are looking grim.

Tech companies and data center developers are devising new ways to get enough electricity, including building out their own power sources. But if all planned data center projects were to plug into …

Read the full story at The Verge.

LONDON — Water firms and campaigners are set to wait until next year to see the full details of Andy Burnham’s plans to overhaul the sector in England.

Britain’s new prime minister has promised greater “public control” of the water industry as a centerpiece of his domestic agenda, partly reversing a wave of privatization that began in the 1980s. Ministers are due to unveil more detail in a “10-year plan for Britain” that is currently expected in December.

However, while this 10-year plan will contain a high-level vision, priorities and principles for the industry’s future, much of the granular detail of how future ownership models will work in practice is only expected later, said two people with knowledge of the discussions.

Some of these key details will be laid out in Chancellor John Healey’s multi-year spending review at some point in 2027, added the two people, who were granted anonymity to discuss evolving policy. One said the spending review — a date for which has not been decided — was where the full details would be “nailed down.”

These include any fiscal implications for the Treasury, which could have to find billions of pounds if ministers decided to transfer privately-owned shares to the public purse.

This appears to mirror an approach Burnham has taken to policymaking for decades, first as a Cabinet minister and then mayor of Greater Manchester before he took over 10 Downing Street in July. He is known for setting out a broad direction which his officials can later use to pin down detailed policy, while also seeking buy-in from private industry.

With a general election due by summer 2029, however, any wait will compress the prime minister’s window to enact far-reaching reform before he goes back to the electorate.

‘£40 being added to every single water bill’

England’s privatized water firms also argue that uncertainty over the sector’s future is damaging investor confidence.

The industry trade association Water UK has said the entire industry risks being downgraded by the credit ratings agency Moody’s, which would add £40 to customers’ annual bills.

Water UK Chief Executive David Henderson urged the government to move ahead with reforms suggested last year by former Bank of England Deputy Governor Jon Cunliffe, before ministers decide the overall path of how the sector is owned.

The Cunliffe report “was given to the government 15 months ago and the credit rating agencies are watching,” Henderson told POLITICO. “If the government doesn’t pretty soon decide what it wants to do with that report, then we risk a downgrade, as Moody’s has indicated. And if there’s a downgrade, that would sadly see £40 being added to every single water bill across England and Wales. That’s the last thing anybody wants.”

He added: “We still have no idea how [a proposed] new regulator will look, what status it will have, what its duties will be, which parts of the Environment Agency will stay in the Environment Agency, and which parts will go into the new regulator. That is causing uncertainty … an important consideration for any investor.”

One government official insisted the 10-year plan would contain some finer details of plans to overhaul the water industry, though they accepted that fiscal implications were always dealt with in fiscal events such as the spending review. 

Environment Secretary Angela Eagle is also due to bring a water bill to parliament before Christmas with separate policy, such as closing what Burnham has called “loopholes used to pay excessive bonuses” to water company executives. It will also contain scrutiny powers for regional mayors.

Burnham announced last month that the bill would lift a ban on the government owning more than 3% of shares in any English water firm. But he has also long made clear that he would not fully nationalize the industry, a move the government previously estimated would cost £100 billion for England and Wales together.

First Secretary of State Louise Haigh, one of Burnham’s most powerful allies in government, is leading three task forces including one on public control of water alongside housing, energy and transport.

Officials have been working through a “spectrum of options” for how public control in the water sector will look, a second government official said. They added that ministers are due to begin deciding which option — or combination of options — will be taken forward before the 10-year plan.

STRASBOURG — The EU will not ease sanctions on Russian fossil fuels even after the U.S. struck a diesel deal with Moscow, European Commission President Ursula von der Leyen said Wednesday morning.

In a speech to EU lawmakers, she warned “Russia is not a trusted supplier of energy because it would, this is our experience, at any time weaponize energy dependencies to blackmail others,” arguing it was Russia that cut gas supply to Europe. “That is a lesson Europe certainly will not forget.”

Earlier this month, U.S. President Donald Trump announced an agreement with Russian President Vladimir Putin to ease sanctions on imports of diesel fuel until April 2027, as global oil prices surge. 

A few days later, Trump defended the deal, arguing the EU had also purchased billions in fossil fuels from Moscow, without providing further details. 

Von der Leyen also addressed the trade imbalance with China.

She confirmed that the European Commission would present a new deterrent tool as soon as December. This tool is expected to be based on the one proposed by Berlin and Paris earlier this month and would empower the EU executive to restrict or even ban imports from countries seen as distorting the single market. It would require minimal consultation from member states, allowing faster action from Brussels.

This instrument would come alongside a diversification instrument and a solidarity mechanism which are already in the works.

“We see jobs lost in our industrial heartlands,” von der Leyen said, adding that the EU will continue to seek deals with Beijing after an agreement to cap Chinese hybrid imports. As POLITICO reported last week, the EU is expected to prioritize chemicals and industrial machinery in its efforts to protect European industry from Chinese competition.

Camille Gijs contributed to this article.

BRUSSELS — Center-right lawmakers in the European Parliament are intensifying efforts to weaken two EU climate laws, a campaign that could undermine the bloc’s push to cut planet-warming emissions.

The European People’s Party, the largest group in Parliament, will this week push for a three-year delay to rules on emissions of the climate pollutant methane, a change the fossil fuel sector and the U.S. government have lobbied hard for.

A growing number of EPP lawmakers now also want to delay — or scrap altogether — a new carbon price on transport and heating, known as ETS2, according to a document obtained by POLITICO. That puts them in line with several EU member countries, including Italy and Poland, which pushed for a delay to the new carbon price at a meeting of EU leaders in Brussels last week.

Both policies are central pillars in the EU’s effort to reduce its planet-warming emissions. A successful repeal of ETS2 in particular would be a blow to EU climate goals, as it covers around 40% of the bloc’s greenhouse gas emissions.

But it would also be a major victory for conservative and pro-business lawmakers and national governments that have been campaigning for less stringent EU climate laws in the name of industrial competitiveness.

Ax the tax

The EU Emissions Trading System, launched in 2005, requires power plants and factories in sectors like steel, chemicals and cement to acquire carbon allowances for every ton of carbon they emit. The total number of allowances is reduced each year, eventually reaching zero.

ETS2 applies the same idea to suppliers of fuel for transport and heating from 2028.

The cap-and-trade scheme will be a powerful tool for reducing emissions from these highly polluting activities. But many policymakers worry it will raise the cost of gasoline, diesel and natural gas and add to voters’ cost-of-living pressures.

Nine national delegations of the EPP — the Polish, Spanish, Italian, French, Romanian, Croatian, Slovenian, Slovak and Estonian — are now calling for ETS2 to be repealed, according to draft amendments obtained by POLITICO. “ETS2 should be deleted,” the amendment, sponsored by Polish EPP lawmaker Adam Jarubas, argues.

Another amendment in the same draft, backed by 10 national delegations, takes a softer approach and asks for ETS2 to be “postponed until 2031.”

EU legislators are already reviewing a proposed reform of the EU’s original Emissions Trading System, which makes amending ETS2 — which is contained in the same legislation as the first ETS — much simpler.

No majority in Parliament or among member countries currently supports delaying or repealing ETS2, but a string of elections next year raises the likelihood that more right-wing governments will be in power before ETS2 comes into force, adding momentum to the push to scrap or delay it.

Methane delay

Last week, the European Commission, the EU’s executive arm, proposed a year-long delay to rules that will require oil and gas importers to monitor, report, and eventually reduce emissions of the potent greenhouse gas.

The delay — which affects monitoring requirements and later obligations on methane intensity — followed months of lobbying from industry and member countries, which claimed the Commission provided insufficient clarity on how to comply. The U.S. government also pushed to delay the rules, which are currently due to come into force on Jan. 1, 2027.

But the proposed delay requires support from both governments and lawmakers, some of whom want to go well beyond the Commission’s revised timeline.

On Tuesday, European lawmakers voted to fast-track parliamentary discussions around the Commission’s proposed delay, laying the groundwork for a fresh vote Thursday. At that vote, the EPP is expected to campaign for a three-year delay of the rules, as well as possible further adjustments, according to one lawmaker familiar with the matter.

Dimitris Tsiodras, a European lawmaker, echoed industry concerns that compliance risks could deter cargoes from Europe if left unaddressed. “We cannot afford to put our energy supplies at further risk,” he told lawmakers.

Right-wingers against the rules will still face opposition from left-leaning lawmakers. Jutta Paulus, a German Greens lawmaker who steered the parliament’s position on the legislation in 2024, announced on Tuesday that her party would table an amendment to reject the delay altogether.

However, the EPP could reach an outright majority if it joined with right-wing and far-right groups.

The party is already exploring a deal with those groups if the Socialists and Democrats — the Parliament’s second-largest group — don’t cooperate with its push for a longer postponement, according to two people familiar with the matter. S&D lawmakers opposed extending the delay earlier this month, but a group spokesperson said the party has yet to adopt a formal position in negotiations.

A parliamentary push for a three-year delay could also invigorate member countries’ efforts to delay the rules further.

Member countries are currently divided, though many, including heavyweight France, support the one-year delay proposed by Brussels, according to two diplomats briefed on the matter.

Poland, Slovakia and Czechia, meanwhile, would prefer a three-year delay, but their luck in campaigning for an extension may depend on where Germany lands, the people said. Berlin is currently split between its socialist-controlled environment ministry and its center-right-controlled energy ministry, leaving countries uncertain whether they can formulate a joint position tomorrow, they added.

Italy is also trying to decide whether to opt for one year or more, two diplomats familiar with the matter said.

LONDON — Labour swept to power with a big, expensive promise: to create a government-owned energy company, hand it billions to invest in British renewables, and watch it grow, eventually, to rival other state-owned energy giants. 

Two years on from the foundation of Great British Energy, that isn’t what has happened. 

Analysis from POLITICO shows billions of pounds from its budget have been redirected to schemes not included in GBE’s initial remit, stripping away some of the cash earmarked for costly, large-scale renewable energy projects like wind and solar. Those funds are being used instead for very different purposes, like planning new nuclear schemes and reviving Britain’s creaking electricity grid. 

Set up by then Energy Secretary Ed Miliband, the government backed GBE with £8.3 billion of fresh funding. Its purpose at the time seemed clear. “Great British Energy will own, manage and operate clean power projects,” Miliband pledged, “and generate energy in its own right.” 

Labour officials familiar with GBE plans told POLITICO in 2024 local projects would get around £3 billion of its total budget, while the rest would go on helping the company establish itself in the market, including by taking stakes in wind and solar projects. 

Yet now experts can’t agree on what, exactly, GBE is for. 

How to spend it

Miliband’s GBE pitch to the public was ambitious.  

The company would allow Britain to become a bigger player in its own clean energy market in Labour’s dash to hit green goals, he said. Referencing huge state-owned companies in Denmark and France, he told Channel 4 News weeks after the election that GBE was “not going to become Ørsted or the generation arm of EDF overnight. But that is the long-term vision.” 

Soon after GBE passed into law, though, former Chancellor Rachel Reeves reassigned £2.5 billion of its budget to help developers design small-scale nuclear power plants and prep sites where those mini-nukes will eventually go.

The government also scaled back its funding for those local, smaller-scale projects, which include getting solar panels onto school and hospital roofs. The mooted £3 billion for GBE’s Local Power Plan became just £1 billion when more details were announced this February. 

GBE has set aside another £1 billion to build up clean energy supply chains.  

And that’s all before Prime Minister Andy Burnham used Labour’s annual conference to pledge another whack of GBE’s budget to a totally new venture: Great British Grid. 

Enter GB Grid  

In a bid to put his own stamp on Miliband’s pet project, Burnham announced that the new unit would sit within GBE, using some of its budget to speed the build out of Britain’s creaking grid network.  

GB Grid will invest alongside existing grid operators in a bid to cut costs, Energy Secretary Miatta Fahnbulleh said last week, at a time when the grid regularly struggles to handle the levels of power being generated by developers. 

Energy experts are torn over whether GB Grid, in particular, is a smart pivot for the government — but acknowledge it is not the same thing Miliband promised to deliver.  

“I think the focus has shifted, but I don’t think that should be seen as a problem,” said Joshua Emden, a senior research fellow at the Institute for Public Policy Research think tank. 

GB Grid would have access to £4 billion of GBE funding, according to media reports published at the time of Burnham’s announcement, although officials from the Department of Energy Security and Net Zero insist they “don’t recognize” that figure. 

It is still enough for Kemi Badenoch’s Conservatives to pile the pressure on ministers to explain why their plans have changed. 

“Taking half the GB Energy budget and putting it into a venture that was only announced a few weeks ago leads to the obvious question of: What actually is GB Energy for? And does the GB Energy of today bear any resemblance to what the government envisaged in July 2024?” asked Shadow Energy Minister Harriet Cross. 

Doubters and defenders  

Some energy industry officials are doubtful that setting money aside for grid investment is the best use of public cash.  

“If it does that last mile [of grid] to a data center, if it helps where there isn’t actually any program or plan, [then] fine. We’re not going to say: ‘No, don’t spend it on making the grid better,’” Dhara Vyas, chief executive of the industry group Energy UK, told a panel at Conservative Party Conference earlier this month. 

But transmission operators — who run the network — are already spending tens of billions on the grid, she said. “The energy transition will be paid for by the private sector.”  

GBE “made a slow start and has focused on low-impact activities, important though they are,” said Bill Esterson, a Labour MP and chair of parliament’s Energy Security and Net Zero Committee. Creating GB Grid, he argued, “suggests a shift in emphasis to build what the country needs where the network companies are not delivering.” 

The pivot “makes sense as an efficient use of government money,” argued IPPR’s Emden, if there’s a choice between investing in power generation — where there’s competition between providers — and in the grid where private networks have a “total monopoly.” 

GB Energy has “the foundations now to create something genuinely useful,” argued one government figure. “Politicians of all stripes should give it the space to get on with the job.”  

A spokesperson for DESNZ said “securing new homegrown energy and building a grid fit for the 21st century work hand in hand. Great British Grid will bring public and private investment together, helping to build the infrastructure Britain needs.” 

Additional reporting by Nicholas Earl.

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.

LONDON — Kemi Badenoch warned Labour Prime Minister Andy Burnham on Tuesday not to repeat the economic mistakes of her former boss Liz Truss in his first budget next Wednesday.

The Tory leader said higher national debt, increased gilt yields and extra government spending are creating a gloomy economic picture — and demanded sharp spending cuts from the ruling Labour government next week.

“The lessons of the mini-budget are: if you don’t balance your budget, if you give away £150 billion in subsidizing people’s energy bills, but you don’t cut spending, then the markets will react,” Badenoch said, citing former Tory leader Truss’ ill-fated mini-budget in 2022, which triggered a sharp sell-off in U.K. government bonds and saw the value of the British pound fall.

Truss — Britain’s shortest-serving prime minister, who spent just 49 days in Downing Street — announced Tuesday she is publishing a new book setting out “what really happened” during the mini-budget in 2022, according to a press notice issued by her spokesperson.

“Bank Job: A short book on how the Bank of England broke the bond market and brought down the government” will be published later this month.

The ex-PM has blamed the mini-budget’s consequences on the Treasury, the Bank of England and the Office for Budget Responsibility watchdog.

Badenoch told a press conference in London she does not believe Labour is paying attention to the consequences of that Conservative budget by failing to reduce spending: “They are the ones who want to repeat the mistakes of four years ago, we are not going to be making that mistake again.”

“We need to live within our means,” she said. “We have to stop borrowing so much, but instead, Labour are taking out more loans to pay the interest on our existing loans.”

Questioned on why the public should trust her judgement on economic competence, Badenoch, who served as Truss’ international trade secretary, told POLITICO: “I am not Liz Truss and I think that the public can tell the difference.”

Badenoch said she only saw the mini-budget when it was presented and collective responsibility “doesn’t mean that you agree with all of the decisions that are made.”

“She needs to take responsibility for it, one way or another,” Badenoch said. “That is her issue.”

LONDON — U.K. fighter jets will be sent to aid Saudi Arabia in defending itself against attacks on critical energy and civilian infrastructure by the Houthis.

The Iranian-backed Islamist militia group, based in civil war-hit Yemen, has been launching ballistic missile strikes on Saudi Arabia for the past few weeks, successfully hitting three airports earlier this month.

The Ministry of Defence announced Tuesday that Royal Air Force Typhoon fighters will be deployed to the Gulf Kingdom — while stressing that they will be only used in a defensive capacity.

U.K. Defence Secretary Wes Streeting said the “continuing attacks” on the U.K.’s ally are “absolutely despicable.”

“The targeting of the airport in Riyadh in particular shows the lengths the Houthis are going to escalate the situation in the region,” he added, referencing the attacks earlier this month that killed 14 people and injured hundreds more.

Streeting said that the fighter jets will be used to protect Saudi airspace from drones and missiles. The U.K. will also send an Atlas A400M aircraft, used to transport the equipment, as well as military advisers.

“This builds on the UK equipment and personnel we already have in the country to defend against Houthi air attacks,” Streeting said.

The MoD argued that there is a link between the conflict in the Persian Gulf and the situation domestically in the U.K., pointing to disrupted energy supplies and a subsequent rise in the cost of living.

Since Prime Minister Andy Burnham arrived in Downing Street in July he has offered more support to Saudi Arabia. In September, he agreed to a request for air-to-air refueling of the country’s jets.

Pressed Tuesday on whether the U.K. risked being sucked into the Saudi war with the Houthis, Burnham’s official spokesperson told reporters: “I don’t accept that characterization. Our support for Saudi Arabia is considered proportionate and focused on helping them defend themselves against relentless Houthi attacks.”

They added: “Regional instability can have a serious impact at home in the U.K. We’re clear it’s in the U.K.’s economic and security interests that the Houthis do not succeed, and our approach is about defending our people, our interests, and our allies.”

PARIS — Looting and rioting across France over the weekend are threatening to reshape the contours of the French presidential race.

Far-right front-runner Marine Le Pen is seizing on the crisis to cast herself as the candidate of law and order, but there are risks for her too. Many voters see her as a highly divisive leader whose 2027 victory would only deepen the societal fault lines exposed by the riots.

Far-left firebrand Jean-Luc Mélenchon, widely tipped to challenge Le Pen in the second round next year, is also treading carefully as rivals accuse him of encouraging the rage on the streets that has morphed into pillaging and arson.

For the flailing centrists, there is now an opportunity to finally make an impression in the contest — but only if they can distance themselves from President Emmanuel Macron, who is seen as fluffing his response to the nationwide wave of vandalism.

Overall, it’s pushing the election into uncharted waters.

“If there’s a real crisis, you don’t know where it could lead,” said one conservative who holds regular talks with officials from the far-right National Rally and was granted anonymity to discuss the subject.

Where does that leave the candidates? POLITICO takes a look at the strategic calculus for the leading runners across the political spectrum.

Marine Le Pen, on the up

Le Pen is receiving an immediate boost. Even her rivals admit it.

This Saturday’s unrest “benefits the far right,” said center-right European Member of Parliament Nathalie Loiseau. “They are circling around the violence like vultures,” she said in an interview.

Le Pen has already cast herself as the alternative president, delivering a sober address to the nation Sunday and pitching herself as the candidate of a “pacified France.”

Jordan Bardella, president of her National Rally party, upped the ante on the protests and pitched his party as the only one able to restore order, dialing up fears about the pillaging. The rioters “will soon be breaking into people’s homes,” he said at a press conference in Paris. “The authorities are collapsing.”

But excessive, prolonged chaos could backfire on a party long seen as instigating civil unrest. And the topic is already becoming a talking point inside the National Rally.

“Some say that this shows that there will be riots if the National Rally comes to power,” said Charles-Henri Gallois, one of Bardella’s advisers. “But I don’t believe it.”

According to the conservative quoted above, periods of instability can lead the French to turn their backs on anti-establishment figures and prefer traditional veterans.

“You could end up with [Charles] De Gaulle on the Champs-Elysées,” the official said, referring to how the first president of the Fifth Republic emerged with extra powers after the 1958 crisis that roiled the nation.

Jean-Luc Mélenchon, on the defensive

Far-left leader Mélenchon is in a bind as he walks a tightrope between supporting protesters and distancing himself from violence.

The France Unbowed party supported the school protests in the run-up to last weekend’s riots, and far-left elected officials have played a prominent role in the blockades, either in decrying alleged police violence or in support of the protesters.

In the battle for leadership between Mélenchon and center-left MEP Raphaël Glucksmann, the former grabbed the limelight.

But the violence this weekend could end up marginalizing the far left, especially with the government and political rivals accusing them of fueling the unrest. “They tried to aggravate the situation,” Loiseau said.

According to a poll from Cluster 17 for POLITICO, the 75-year-old far-left firebrand is already one of the most commonly “rejected” politicians in France.

On Monday, Mélenchon tried to turn the tables, firing back at the government, saying the prime minister was fomenting “disorder” with his accusations that ultra-left groups were trying to disrupt the election.

Edouard Philippe, looking for a reset

For the center-right presidential hopeful Philippe, the riots aren’t good news either. He has to work hard to distance himself from his old boss, President Emmanuel Macron, who is seen as failing to respond sufficiently to the crisis. (Philippe was Macron’s first prime minister.)

But the protests could also be his opportunity to show some character, and rebut critics who think his campaign lacks energy and panache. Philippe, the best-placed centrist candidate to beat the far-right, has seen his poll ratings stall in recent months and has struggled to cut through the campaign noise.

A break with Macron might just be what he needs.

Philippe came out hard against the president after he failed to announce any measures during his primetime television address Sunday. “I would have preferred… decisions and initiatives to restore order,” he wrote online. “This country needs someone in command.”

But the former PM will need to stick his neck out more if he’s going to make an impact.

“He’s very presidential, and it’s a posture that suits him,” said one of Macron’s ministers, who, like others cited here, was granted anonymity to speak candidly.

“But he’s not saying anything. What’s his measure? Why doesn’t he say we need to call a state of emergency? “

Raphaël Glucksmann, on the offensive

For the MEP Raphaël Glucksmann, the protests are a trial by fire after he won the Socialist Party primary contest earlier this month and became the center-left’s presidential candidate.

On Monday, Glucksmann tried to strike a very different note from Mélenchon, telling reporters that “it’s unbearable … that hordes of looters should attack symbols of the state.”

Sensing a chink in the far-left leader’s armor, he accused the leader of France Unbowed of being “a springboard” for Le Pen, who would be “the beneficiary of the chaos.”

Glucksmann has seen his poll ratings go up since he won the Socialist Party primary outright, reaching 15% to 16.5% according to a recent Elabe poll — in a similar territory to Mélenchon and Philippe.

But the minister quoted above expected Glucksmann to peak soon.

“He can only take voters away from Mélenchon,” the minister said. “A left-wing voter may vote for the right, but a right-wing voter won’t vote for the left anytime soon,” the person said.

Emmanuel Macron, on the skids

Macron is being roasted for going on television to address the nation and announce … absolutely nothing.

On Sunday, Macron promised that rioters who “destroyed” things would have to pay the price and called for “clear answers” on why the protests turned violent.

“Fucking hell, it’s rubbish,” said one former senior government official.

Macron has cultivated an image of being above the fray and went on a trip to the Middle East on Monday. But his failure to respond to the violence risks damaging his final months in power. “It’s out of touch,” a regional official said.

According to the minister quoted above, Macron should have let his prime minister do the talking but instead was encouraged to make “a speech to calm” the situation.

On Monday, Prime Minister Sébastien Lecornu tried to get a grip on the situation, announcing localized curfews, movement restrictions, and bans on public demonstrations.

But another day of demonstrations has already been announced for next Saturday, sparking fears the protests will snowball into sustained protests similar to the Yellow Vests movement in 2018 and 2019.

If so, this chaos will be a defining element of the 2027 campaign.

The US is building more fossil fuel infrastructure than it has in a decade while renewable energy growth slows down, a new report shows.

Electricity demand is also climbing faster than it has in more than a decade with more data centers, factories, and electric vehicles plugging into the grid. Despite those growing demands, the Trump administration has sought to hobble the wind and solar industries in favor of fossil fuels.

America's energy landscape is already shifting as a result, according to the report published last week by the nonprofit Environmental Defense Fund and research firm Atlas Public Policy. If all the gas projects in the d …

Read the full story at The Verge.

Amazon and X-energy have inked another deal to deploy nuclear power to the grid. This one will generate nearly 1 gigawatt of electricity.

Amazon has signed an agreement with X-energy and American Electric Power (AEP) to fund the building of a new nuclear energy facility in Indiana. The proposed plant, which would replace the now defunct coal-fueled Breed Generating Station in Fairbanks, Sullivan County, aims to provide up to 960 megawatts of carbon-free energy for both the regional power grid and Amazon's data centers.

No timeline for construction or operation has been announced for the facility, which Amazon says "could" create 1,000 construction jobs and 100 permanent roles. The facility in Indiana is targeting to build 12 Xe-100 SMR's, an advanced (but unproven) reactor th …

Read the full story at The Verge.

The EU is already struggling with how to get its largest-ever budget agreed, plug a massive financial hole for Ukraine and navigate geopolitical pressure from the U.S. and China. Now, it also faces being paralyzed by domestic political strife in the countries that collectively make up around 60% of its GDP and population.

“Everybody used to understand that we need to finish … a political agreement by the end of the year,” Cypriot President Nikos Christodoulides told POLITICO in an interview on the sidelines of last week’s European Council, referring to the bloc’s fraught budget negotiations.

But the Spanish election means that will no longer be possible, he said. And next year, “it’s going to be France, Italy” and others going to the polls, Christodoulides added, predicting even more complications for the bloc.

The EU is facing an unprecedented dilemma: Its four biggest economies are all heading into elections or political upheaval, potentially hamstringing the bloc’s ability to get anything done.

Spain will go to the polls next month, with the center right and far right on track to take power. France is changing presidents in April, with polls favoring far-right figurehead Marine Le Pen. The Alternative for Germany is ascendant, putting Friedrich Merz’s chancellorship in doubt. And Italian Prime Minister Giorgia Meloni’s unusually long-serving government is also heading to an election in 2027.

The consequences are already becoming clear.

The bloc’s latest summit offered an early taste of what lies ahead: After two days of talks, leaders failed to make headway on the €2 trillion budget and instead became embroiled in an unexpectedly bitter row on energy policy. The summit’s conclusions notably omitted any mention of finding consensus on the budget before the end of the year, with member countries resisting a push by European Council President Antonio Costa for an end-2026 deadline, although there are summits scheduled for November and December.

If those meetings fail to produce a deal, then the already fractious talks will spill over into 2027, when electoral battles are likely to loom even larger over negotiations — and governments may be increasingly reluctant to make the compromises needed to reach agreement.

Triple assault

The paralysis Brussels fears as Europe’s election cycle gathers pace is already beginning to take hold, with last week’s summit exposing how difficult it is becoming to forge the compromises the bloc needs.

Rather than strike any big deals (a Franco-German accord on cars was the one exception), the leaders used the gathering to dig in on entrenched positions and seek tactical advantages over rival camps.

The pessimism was palpable, according to six diplomats and officials POLITICO spoke to, with several warning the EU faces sharp headwinds in the coming months. All were granted anonymity to speak freely.

“Next year, it will be worse,” said one senior EU diplomat.

“It’s true, because of this calendar for the elections … in the next year it’ll be much more difficult in the member states and inside the [European] Parliament,” said Carla Tavares, a senior MEP with the Socialists and Democrats and co-lead on budget negotiations.

The bloc’s internal malaise could hardly come at a worse time.

From U.S. President Donald Trump’s undermining of the transatlantic alliance to an ever-widening trade imbalance with China, the EU is facing mounting geopolitical and economic pressures on multiple fronts.

“They seek our division. They want our division,” Belgian Prime Minister Bart De Wever told reporters at a late-night briefing during the summit, not mentioning names but referring to countries to the east and west of Brussels. “And they have, of course, points where they can hurt us.”

Former Lithuanian Foreign Minister Gabrielius Landsbergis, now a visiting fellow at Stanford University, was less circumspect. “Now we are under assault from three sides: from the U.S., Russia and China,” he said.

Washington is questioning the old alliances that have underpinned European security for generations. Moscow is waging a shadow war across Europe, from cyberattacks and sabotage to an attempted drone attack at Leipzig airport that Berlin blamed on the Kremlin. Beijing is tightening its grip on critical supply chains and flooding European markets with cheap exports.

Then there’s the Ukraine problem. The country is facing a budget shortfall of $30 billion to $35 billion next year, according to the IMF, with Russia battering its energy infrastructure ahead of a brutal winter. That’s despite the €90 billion the EU already agreed to stump up last year.

Landsbergis said the coming months are looking “extremely dire” for Kyiv. “Everything falls on European shoulders,” he said.

Ukrainian President Volodymyr Zelenskyy sounded a grim note at last week’s summit, telling reporters that if Ukraine falls, 20 million Ukrainians will flood into the EU. “Russia is killing us,” he said. “They don’t want to stop.”

One solution to Ukraine’s funding woes could be the €200 billion in Russian assets that have been immobilized indefinitely in Brussels-based financial depository Euroclear. But there is no sign of the EU finding common ground on that front either, with Belgium, which vetoed previous efforts to use the assets to help Ukraine, still refusing to budge.

“Nothing has changed,” Swedish Prime Minister Ulf Kristersson said as he exited last week’s summit early.

Other potential solutions, such as issuing more joint debt, will require messy compromises — just as Brussels finds itself with even less room to maneuver.

Who you gonna call?

The EU’s problems go beyond its budget or individual policy files. With the political futures of several of Europe’s most powerful leaders in question, Brussels risks losing the stable alliances and long-serving national heavyweights needed to broker compromises.

“We now have Europe with no obvious leader,” another EU diplomat argued. Commission President Ursula “von der Leyen is powerful. But we do not have a Merkel or Mitterrand.”

French President Emmanuel Macron cannot constitutionally serve a third consecutive term and will have to find new digs in Paris after leaving the Élysée Palace in April. During a closed-door discussion at last week’s summit, Macron admitted he wouldn’t have a political mandate to sign a deal on the budget in his final months in power, four European diplomats said.

Spanish Prime Minister Pedro Sanchez is on track for defeat after eight years in power, according to polls. Spaniards will vote on Nov. 29, meaning Sanchez will be in full election mode during EU leaders’ meetings on Nov. 13 and Nov. 26.

Costa, who has stressed the need to reach an agreement on the EU’s budget by the end of 2026 to make sure it’s ready to go by 2028, waved off fears that the bloc’s next spate of elections could get in the way.

“We are living in 27 democracies,” he said on Friday. “More or less every month we have one election. If it’s about elections, we never could approve a new budget.” 

Regardless of the result, Madrid is not expected to form a government until January, which could derail the budget talks, according to two EU diplomats.

It’s anyone’s guess how long German Chancellor Merz has left in office. While the next federal election is not scheduled until 2029, the AfD’s growing strength and his own nosediving popularity complicate how much Merz might be willing to compromise.

Italy, too, is set for elections in October 2027. Another EU diplomat said they did not expect Meloni to wait that long, arguing she could call a vote much earlier.

There could be a sweet spot in January to get the budget over the line, a senior EU official suggested. It may be the last chance to strike a deal before Europe’s political upheaval makes compromise even harder to come by.

So far, the EU’s leaders have simply been “too slow,” said Siegfried Mureșan, the European People’s Party’s co-lead on the budget. “Time is running out.”

Nicholas Vinocur contributed reporting.

Ukraine struck an oil terminal in St. Petersburg Sunday morning in what Russian state media called “one of the biggest drone attacks of the year.”

Alexander Beglov, governor of St. Petersburg, said on Telegram Sunday that the city underwent a “massive” overnight attack from Ukrainian drones. “The Ministry of Emergency Situations continues to extinguish fires at the Petersburg Oil Terminal, the Ruchyi oil depot, and industrial warehouses in the Kolpino district,” he said, adding that one person died and several others were injured in the incident.

The drone strikes come as Kyiv and Moscow ramp up attacks on each other’s infrastructure. Ukrainian President Volodymyr Zelenskyy said last week he had ordered the resumption of strikes on Russian oil refineries following a three-day pause after U.S. President Donald Trump declared he had brokered an energy ceasefire between Ukraine and Russia.

Trump repeatedly urged Ukraine to halt its attacks and blamed the country for rising fuel prices — while also calling for Zelenskyy to be replaced as president.

Writing on X Sunday morning, the Ukrainian president highlighted Moscow’s continued attacks on Ukraine. “In total, over this past week, the Russians have attacked Ukraine with almost 2,700 attack drones, 1,700 aerial bombs, and 66 missiles, most of them ballistic,” he wrote, adding that the U.S. “should see that Russia is not taking any reciprocal steps in response to sanctions relief or agreements.”

Separately, Vilnius said that a suspected drone may have self-detonated in Lithuania while on a flight path toward Latvia Sunday morning. A spokesperson for the Lithuanian armed forces said NATO air defense mission fighter jets were scrambled in response to the incident near the Latvian border.

The provenance of the suspected drone is unclear, but Robertas ​Kaunas, Lithuania’s defense minister, said the object was likely a ​drone which had entered the country from Poland, adding that he had proposed a ⁠joint investigation with his Polish counterpart.

Police searches are also underway in eastern Poland after reports of an unidentified object entering the country’s airspace following a Russian attack on Ukraine.

Starlink restrictions hampering Ukraine’s war effort are “a planned operation,” Ukrainian President Volodymyr Zelenskyy said on Saturday.

The satellite service operated by Elon Musk’s SpaceX is still deactivated in Ukraine at speeds over 160 km/h, which prevents some of its drones to intercept high-speed Shahed drones used by Russia, Zelenskyy told reporters in a WhatsApp chat.

He added that Ukraine conducted a test by sending Starlink-equipped vehicules to European Union countries, at speeds over 180 km/h. “Starlink kept working … The conclusion is this: the restrictions are in effect in Ukraine, but they are not in effect in European Union countries. So, this is a planned operation,” Zelenskyy said.

The restrictions have revived questions on Ukraine’s reliance on the satellite system operated by a U.S. company amid escalating tensions between Kyiv and the White House. “This will cost many of us our lives,” an experienced Ukrainian officer told POLITICO and the Axel Springer Global Reporters Network earlier this week.

“We’re reaching out to everyone at the military level, at the Ministry of Defense level, and at the diplomatic level, including to SpaceX. Right now, no one is responding to our military or the Ministry of Defense,” Zelenskyy told reporters.

The European Union is under increasing pressure to provide Ukraine with an alternative to Starlink. But negotiations between Brussels and Kyiv over access to the bloc’s Govsatcom program — which gives participating governments secure communications capabilities— have been stalling. And IRIS², the EU’s in-house planned network to match Starlink, is only expected to come online in 2030.

“The Europeans are now raising the question of alternatives themselves. And they’re already working on them. They’re already making progress, and they’ll succeed in this area. I can already see that,” Zelenskyy said.

SpaceX did not immediately responded to a request for comment.

Earlier on Saturday, Zelenskyy accused Russia of looking to create a blackout across Ukraine, amid attacks on energy infrastructure and the waiver of U.S. sanctions on Moscow.

“Russia is trying to cause a blackout in Ukraine right before winter. Russia is trying to leave millions of our people without electricity and heating. Pressure is needed to stop this,” he said on Telegram.

“An American sanctions blackout, easing pressure on the aggressor, monetary rewards for [Russian President Vladimir] Putin: all of this only encourages him to keep striking,” he added.

The Ukrainian leader’s comments come after Russia carried out strikes on the war-torn country’s energy sector, including power generation and transmission facilities, with more than 320 jet-powered Shahed drones, loitering munitions, cruise and ballistic missiles. Power was reportedly cut for about 1 million people.

They also come as U.S. President Donald Trump signed on Friday an executive order that waived key sanctions on Russia — a decision that Kirill Dmitriev, Putin’s special envoy for investment and economic cooperation, described as “an important and truly historic moment.” Trump’s move comes only a few days after he made a deal with Putin over supplying barrels of diesel, leaving European countries and Ukraine stunned.

“A decision was unfortunately made in America to completely ignore Lindsey Graham’s bill, which was supposed to introduce truly effective pressure on Russia to end this war,” Zelenskyy said. “This bill could have helped a great deal, and it still can! But the law needs to actually work, and every vote for it matters.”

This article was updated. Veronika Melkozerova contributed reporting.