BRUSSELS — The European Commission is cracking down on two Chinese companies, airport scanner maker Nuctech and e-commerce giant Temu, that are suspected of unfairly penetrating the EU market with the help of state subsidies. The EU executive opened an in-depth probe into Nuctech under its Foreign Subsidies Regulation on Thursday, a year and a half after initial inspections at the company’s premises in Poland and the Netherlands. “The Commission has preliminary concerns that Nuctech may have been granted foreign subsidies that could distort the EU internal market,” the EU executive said in a press release.  Nuctech is a provider of threat detection systems including security and inspection scanners for airports, ports, or customs points in railways or roads located at borders, as well as the provision of related services.  EU officials worry that Nuctech may have received unfair support from China in tender contracts, prices and conditions that can’t be reasonably matched by other market players in the EU.  “We want a level playing field on the market for such [threat detection] systems, keeping fair opportunities for competitors, customers such as border authorities,” Executive Vice President Teresa Ribera said in a statement, noting that this is the first in-depth investigation launched by the Commission on its own initiative under the FSR regime.  Nuctech may need to offer commitments to address the Commission’s concerns at the end of the in-depth probe, which can also end in “redressive measures” or with a non-objection decision.   The FSR is aimed at making sure that companies operating in the EU market do so without receiving unfair support from foreign governments. In its first two years of enforcement, it has come under criticism for being cumbersome on companies and not delivering fast results.  In a statement, Nuctech acknowledged the Commission’s decision to open an in-depth investigation. “We respect the Commission’s role in ensuring fair and transparent market conditions within the European Union,” the company said. It said it would cooperate with the investigation: “We trust in the integrity and impartiality of the process and hope our actions will be evaluated on their merits.” TEMU RAIDED In a separate FSR probe, the Commission also made an unannounced inspection of Chinese e-commerce platform Temu.  “We can confirm that the Commission has carried out an unannounced inspection at the premises of a company active in the e-commerce sector in the EU, under the Foreign Subsidies Regulation,” an EU executive spokesperson said in an emailed statement on Thursday.   Temu’s Europe headquarters in Ireland were dawn-raided last week, a person familiar with Chinese business told POLITICO. Mlex first reported on the raids on Wednesday.  The platform has faced increased scrutiny in Brussels and across the EU. Most recently, it was accused of breaching the EU’s Digital Services Act by selling unsafe products, such as toys. The platform has also faced scrutiny around how it protects minors and uses age verification.  Temu did not respond to a request for comment.

President Donald Trump intends for the U.S. to keep a bigger military presence in the Western Hemisphere going forward to battle migration, drugs and the rise of adversarial powers in the region, according to his new National Security Strategy. The 33-page document is a rare formal explanation of Trump’s foreign policy worldview by his administration. Such strategies, which presidents typically release once each term, can help shape how parts of the U.S. government allocate budgets and set policy priorities. The Trump National Security Strategy, which the White House quietly released Thursday, has some brutal words for Europe, suggesting it is in civilizational decline, and pays relatively little attention to the Middle East and Africa. It has an unusually heavy focus on the Western Hemisphere that it casts as largely about protecting the U.S. homeland. It says “border security is the primary element of national security” and makes veiled references to China’s efforts to gain footholds in America’s backyard. “The United States must be preeminent in the Western Hemisphere as a condition of our security and prosperity — a condition that allows us to assert ourselves confidently where and when we need to in the region,” the document states. “The terms of our alliances, and the terms upon which we provide any kind of aid, must be contingent on winding down adversarial outside influence — from control of military installations, ports, and key infrastructure to the purchase of strategic assets broadly defined.” The document describes such plans as part of a “Trump Corollary” to the Monroe Doctrine. The latter is the notion set forth by President James Monroe in 1823 that the U.S. will not tolerate malign foreign interference in its own hemisphere. Trump’s paper, as well as a partner document known as the National Defense Strategy, have faced delays in part because of debates in the administration over elements related to China. Treasury Secretary Scott Bessent pushed for some softening of the language about Beijing, according to two people familiar with the matter who were granted anonymity to describe internal deliberations. Bessent is currently involved in sensitive U.S. trade talks with China, and Trump himself is wary of the delicate relations with Beijing. The new National Security Strategy says the U.S. has to make challenging choices in the global realm. “After the end of the Cold War, American foreign policy elites convinced themselves that permanent American domination of the entire world was in the best interests of our country. Yet the affairs of other countries are our concern only if their activities directly threaten our interests,” the document states. In an introductory note to the strategy, Trump called it a “roadmap to ensure that America remains the greatest and most successful nation in human history, and the home of freedom on earth.” But Trump is mercurial by nature, so it’s hard to predict how closely or how long he will stick to the ideas laid out in the new strategy. A surprising global event could redirect his thinking as well, as it has done for recent presidents from George W. Bush to Joe Biden. Still, the document appears in line with many of the moves he’s taken in his second term, as well as the priorities of some of his aides. That includes deploying significantly more U.S. military prowess to the Western Hemisphere, taking numerous steps to reduce migration to America, pushing for a stronger industrial base in the U.S. and promoting “Western identity,” including in Europe. The strategy even nods to so-called traditional values at times linked to the Christian right, saying the administration wants “the restoration and reinvigoration of American spiritual and cultural health” and “an America that cherishes its past glories and its heroes.” It mentions the need to have “growing numbers of strong, traditional families that raise healthy children.” As POLITICO has reported before, the strategy spends an unusual amount of space on Latin America, the Caribbean and other U.S. neighbors. That’s a break with past administrations, who tended to prioritize other regions and other topics, such as taking on major powers like Russia and China or fighting terrorism. The Trump strategy suggests the president’s military buildup in the Western Hemisphere is not a temporary phenomenon. (That buildup, which has included controversial military strikes against boats allegedly carrying drugs, has been cast by the administration as a way to fight cartels. But the administration also hopes the buildup could help pressure Venezuelan leader Nicolas Maduro to step down.) The strategy also specifically calls for “a more suitable Coast Guard and Navy presence to control sea lanes, to thwart illegal and other unwanted migration, to reduce human and drug trafficking, and to control key transit routes in a crisis.” The strategy says the U.S. should enhance its relationships with governments in Latin America, including working with them to identify strategic resources — an apparent reference to materials such as rare earth minerals. It also declares that the U.S. will partner more with the private sector to promote “strategic acquisition and investment opportunities for American companies in the region.” Such business-related pledges, at least on a generic level, could please many Latin American governments who have long been frustrated by the lack of U.S. attention to the region. It’s unclear how such promises square with Trump’s insistence on imposing tariffs on America’s trade partners, however. The National Security Strategy spends a fair amount of time on China, though it often doesn’t mention Beijing directly. Many U.S. lawmakers — on a bipartisan basis — consider an increasingly assertive China the gravest long-term threat to America’s global power. But while the language the Trump strategy uses is tough, it is careful and far from inflammatory. The administration promises to “rebalance America’s economic relationship with China, prioritizing reciprocity and fairness to restore American economic independence.” But it also says “trade with China should be balanced and focused on non-sensitive factors” and even calls for “maintaining a genuinely mutually advantageous economic relationship with Beijing.” The strategy says the U.S. wants to prevent war in the Indo-Pacific — a nod to growing tensions in the region, including between China and U.S. allies such as Japan and the Philippines. “We will also maintain our longstanding declaratory policy on Taiwan, meaning that the United States does not support any unilateral change to the status quo in the Taiwan Strait,” it states. That may come as a relief to Asia watchers who worry Trump will back away from U.S. support for Taiwan as it faces ongoing threats from China. The document states that “it is a core interest of the United States to negotiate an expeditious cessation of hostilities in Ukraine,” and to mitigate the risk of Russian confrontation with other countries in Europe. But overall it pulls punches when it comes to Russia — there’s very little criticism of Moscow. Instead, it reserves some of its harshest remarks for U.S.-allied nations in Europe. In particular, the administration, in somewhat veiled terms, knocks European efforts to rein in far-right parties, calling such moves political censorship. “The Trump administration finds itself at odds with European officials who hold unrealistic expectations for the [Ukraine] war perched in unstable minority governments, many of which trample on basic principles of democracy to suppress opposition,” the strategy states. The strategy also appears to suggest that migration will fundamentally change European identity to a degree that could hurt U.S. alliances. “Over the long term, it is more than plausible that within a few decades at the latest, certain NATO members will become majority non-European,” it states. “As such, it is an open question whether they will view their place in the world, or their alliance with the United States, in the same way as those who signed the NATO charter.” Still, the document acknowledges Europe’s economic and other strengths, as well as how America’s partnership with much of the continent has helped the U.S. “Not only can we not afford to write Europe off — doing so would be self-defeating for what this strategy aims to achieve,” it says. “Our goal should be to help Europe correct its current trajectory,” it says. Trump’s first-term National Security Strategy focused significantly on the U.S. competition with Russia and China, but the president frequently undercut it by trying to gain favor with the leaders of those nuclear powers. If this new strategy proves a better reflection of what Trump himself actually believes, it could help other parts of the U.S. government adjust, not to mention foreign governments. As Trump administration documents often do, the strategy devotes significant space to praising the commander-in-chief. It describes him as the “President of Peace” while favorably stating that he “uses unconventional diplomacy.” The strategy struggles at times to tamp down what seem like inconsistencies. It says the U.S. should have a high bar for foreign intervention, but it also says it wants to “prevent the emergence of dominant adversaries.” It also essentially dismisses the ambitions of many smaller countries. “The outsized influence of larger, richer, and stronger nations is a timeless truth of international relations,” the strategy states. The National Security Strategy is the first of several important defense and foreign policy papers the Trump administration is due to release. They include the National Defense Strategy, whose basic thrust is expected to be similar. Presidents’ early visions for what the National Security Strategy should mention have at times had to be discarded due to events. After the 9/11 attacks, George W. Bush’s first-term strategy ended up focusing heavily on battling Islamist terrorism. Biden’s team spent much of its first year working on a strategy that had to be rewritten after Russia moved toward a full-scale invasion of Ukraine.

BRUSSELS — The EU will start using high-resolution satellites and the latest drone technology to crack down on drugs smuggled through its borders, as cocaine and synthetic drugs swarm European capitals and the bloc grapples with growing drug trafficking violence. “When it comes to illegal drugs, Europe is reaching a crisis point,” said European Commissioner for Internal Affairs and Migration Magnus Brunner on Thursday, while presenting the new EU Drugs Strategy and action plan against drug trafficking. They lay out actions to boost international cooperation, stop the import of illicit drugs, dismantle production sites, curb recruitment of young people to criminal networks and tackle the growing drug-related violence that has taken capitals hostage. As gang networks evolve and drug traffickers constantly find new “loopholes” to bring their drugs into Europe, the EU and countries will work with customs, agencies and the private sector to better monitor and disrupt trafficking routes across land, sea or air. This includes using the latest technologies and artificial intelligence to find drugs sent via mail, monitoring aviation and publishing its upcoming EU Ports Strategy for port security. EU border security agency Frontex will get “state of the art resources,” said Brunner, including high-resolution satellites and drones. “Drug traffickers use the latest technologies, which means we need innovation to beat them,” Brunner said. To stay up to date, the European Commission is establishing a Security and Innovation Campus to boost research and test cutting-edge technologies in 2026. “We send the drug lords and their organizations a clear message: Europe is fighting back,” Brunner said. On top of the increased import of illegal drugs, Europe is grappling with the growing in-house production of synthetic drugs, with authorities dismantling up to 500 labs every year. To tackle this, the European Union Drugs Agency will develop a European database on drug production incidents and an EU-wide substance database to help countries identify synthetic drugs and precursor chemicals. The EU is also looking at its existing laws, evaluating the current rules against organized crime and the existing Framework Decision on drug trafficking by 2026. The EUDA’s new European drug alert system, launched a couple of weeks ago, will also help issue alerts on serious drug-related risks, such as highly potent synthetic drugs; while its EU early warning system will help identify new substances and quickly inform the capitals. Europe is grappling with a surge in the availability of cocaine, synthetic stimulants and potent opioids, alongside increasingly complex trafficking networks and rising drug-related violence, particularly in Belgium and the Netherlands. The quantity of drugs seized in the EU has increased dramatically between 2013 and 2023, the commissioner said, with authorities seizing 419 metric tons of cocaine in 2023 — six times more than the previous decade. But it’s not just the drugs — illicit drug trafficking comes with “bloodshed, violence, corruption, and social harm,” Brunner said. Criminal networks are increasingly recruiting young and vulnerable people, often using social media platforms. To fight this, the EU will launch an EU-wide platform to “stop young people being drawn into drug trafficking,” connecting experts across Europe. “I think that is key — to get engaged with the young people at an early stage, to prevent them getting into the use of drugs,” Brunner said. The new strategy — and accompanying action plan — will define how Europe should tackle this escalating crisis from 2026 to 2030. “Already too many have been lost to death, addiction and violence caused by traffickers. Now is the time for us to turn the tides,” he added.

BRUSSELS — The military should get involved in the green transition to ensure that Russia doesn’t exploit new vulnerabilities brought about by the move to renewable energy sources, a top EU body said in a document obtained by POLITICO. The bloc has made efforts in recent years to end dependence on Russian fuels and move toward cleaner technology, and is set to ban Russian gas imports entirely under its broader REPowerEU roadmap. However, a letter drafted by the Danish presidency of the Council of the EU and sent on Nov. 28 to EU ambassadors argued that the transition also introduces “new layers of complexity” as Europe’s old energy architecture — including petrol stations, pipelines, refineries and other infrastructure — is phased out. That complicates supply chains on which militaries depend, requiring “enhanced energy independence and engagement in the green transition” by the transatlantic military alliance NATO. The letter, first reported on by Contexte, also calls for stronger coordination between NATO and the EU on energy policy. In particular, officials ought to look at how to protect Europe’s energy infrastructure amid an increase in “physical sabotage and cyberattacks targeting pipelines, cables, ports, and power grids,” it said. The digitization of many energy sources, it added, also requires “strong security measures throughout all phases of infrastructure planning, design, and operation.” The initiative will be discussed by energy ministers on Dec. 15.

EU countries are taking a harder look at who builds, owns and works on key infrastructure like ports, IT and rail — and that concern is now spilling into a wave of legislation aimed at countries like China. Sweden is the latest to move, proposing this week to give local authorities new powers to block “hostile states” from bidding on infrastructure if their involvement could threaten national security. “It’s part of a defense issue,” a Swedish official told POLITICO, describing growing worries about countries like China gaining access to public infrastructure. “We are acting very quickly on that, since we see a risk that hostile states might try to infiltrate infrastructure such as ports, but also IT solutions and energy infrastructure.” It’s also a worry in Poland, Austria and inside EU institutions — all of which are rushing to put in safeguards to block, or at least monitor, third-country investment in key tech and transport infrastructure. What accelerated Sweden’s move was a recent EU court ruling involving Turkish and Chinese companies bidding on two railway projects. Judges concluded that suppliers from countries without a free-trade agreement with the EU do not enjoy the same rights as EU firms — a reading Stockholm took as both a green light and a warning signal. Sweden’s new rules are due to take effect in 2027. No specific cases were cited, but the investigation repeatedly pointed to China — which also sits at the center of very similar concerns in Poland. Warsaw has long been uneasy about the scale of Chinese involvement in its ports. A new draft bill put forward by the country’s president would “adapt the existing regulations concerning the operation of ports, and in particular the ownership of real estate located within the boundaries of ports.” The president argued that the current model — state-owned port authorities holding land and infrastructure and leasing it long-term to terminal operators — needs tightening if the country wants to maintain control over assets of “fundamental importance to the national economy.” Gen. Dariusz Łuczak, former head of Poland’s Internal Security Agency and now adviser to the Special Services Commission, told Polish media late last month that “the most important provisions are those concerning the early termination of perpetual use agreements.” However, it’s unclear if the legislation will pass as President Karol Nawrocki is broadly opposed to the government led by Prime Minster Donald Tusk. The EU is also moving. Ana Miguel Pedro, a Portuguese member of the European Parliament with the center-right European People’s Party, told POLITICO in the spring that the growing presence of Chinese state-owned companies in European port terminals “is not just an economic concern, but a strategic vulnerability.” Those concerns appear in the bloc’s new military mobility package, which calls for member countries to put in place “stricter rules on the ownership and control of strategic dual use infrastructure.” Transport Commissioner Apostolos Tzitzikostas also flagged the Chinese presence in ports and said it will feature in the European Commission’s upcoming ports strategy, due in 2026. Austria has also been pushed into the debate after long-distance trains built by Chinese state-owned manufacturer CRRC rolled onto the Vienna-Salzburg line for the first time — triggering a political backlash. The country’s Mobility Minister Peter Hanke said the EU must tighten procurement and digital-security rules for state-backed rail purchases — and Vienna plans to propose new legislation before the end of the year. The Commission did not immediately respond to a request for comment. Industry is pushing Brussels to go even further. The European Rail Supply Industry Association argued that the bloc’s procurement rules are relics of an earlier era and asked the Commission to update them so companies from countries that shut out EU bidders cannot freely compete for European contracts. Sweden’s investigators saw the same risks. “Third-country suppliers without an agreement should not be given a more advantageous position than they have today and than other suppliers have,” Anneli Berglund Creutz, who led the Swedish government’s procurement review, told reporters. Contracting authorities, she added, should have the ability “to take into account the nationality of suppliers and to select suppliers from hostile states” — possibly excluding them “when that protects national security.”

BRUSSELS — Russia’s drones and agents are unleashing attacks across NATO countries and Europe is now doing what would have seemed outlandish just a few years ago: planning how to hit back. Ideas range from joint offensive cyber operations against Russia, and faster and more coordinated attribution of hybrid attacks by quickly pointing the finger at Moscow, to surprise NATO-led military exercises, according to two senior European government officials and three EU diplomats. “The Russians are constantly testing the limits — what is the response, how far can we go?” Latvian Foreign Minister Baiba Braže noted in an interview. A more “proactive response is needed,” she told POLITICO. “And it’s not talking that sends a signal — it’s doing.” Russian drones have buzzed Poland and Romania in recent weeks and months, while mysterious drones have caused havoc at airports and military bases across the continent. Other incidents include GPS jamming, incursions by fighter aircraft and naval vessels, and an explosion on a key Polish rail link ferrying military aid to Ukraine. “Overall, Europe and the alliance must ask themselves how long we are willing to tolerate this type of hybrid warfare … [and] whether we should consider becoming more active ourselves in this area,” German State Secretary for Defense Florian Hahn told Welt TV last week. Hybrid attacks are nothing new. Russia has in recent years sent assassins to murder political enemies in the U.K., been accused of blowing up arms storage facilities in Central Europe, attempted to destabilize the EU by financing far-right political parties, engaged in social media warfare, and tried to upend elections in countries like Romania and Moldova. But the sheer scale and frequency of the current attacks are unprecedented. Globsec, a Prague-based think tank, calculated there were more than 110 acts of sabotage and attempted attacks carried out in Europe between January and July, mainly in Poland and France, by people with links to Moscow. “Today’s world offers a much more open — indeed, one might say creative — space for foreign policy,” Russian leader Vladimir Putin said during October’s Valdai conference, adding: “We are closely monitoring the growing militarization of Europe. Is it just rhetoric, or is it time for us to respond?” Russia may see the EU and NATO as rivals or even enemies — former Russian President and current deputy Kremlin Security Council head Dmitry Medvedev last month said: “The U.S. is our adversary.” However, Europe does not want war with a nuclear-armed Russia and so has to figure out how to respond in a way that deters Moscow but does not cross any Kremlin red lines that could lead to open warfare. That doesn’t mean cowering, according to Swedish Chief of Defense Gen. Michael Claesson. “We cannot allow ourselves to be fearful and have a lot of angst for escalation,” he said in an interview. “We need to be firm.” So far, the response has been to beef up defenses. After Russian war drones were shot down over Poland, NATO said it would boost the alliance’s drone and air defenses on its eastern flank — a call mirrored by the EU. Even that is enraging Moscow. Europeans “should be afraid and tremble like dumb animals in a herd being driven to the slaughter,” said Medvedev. “They should soil themselves with fear, sensing their near and agonizing end.” SWITCHING GEARS Frequent Russian provocations are changing the tone in European capitals. After deploying 10,000 troops to protect Poland’s critical infrastructure following the sabotage of a rail line linking Warsaw and Kyiv, Polish Prime Minister Donald Tusk on Friday accused Moscow of engaging in “state terrorism.” After the incident, the EU’s foreign policy chief Kaja Kallas said such threats posed an “extreme danger” to the bloc, arguing it must “have a strong response” to the attacks. Last week, Italian Defense Minister Guido Crosetto slammed the continent’s “inertia” in the face of growing hybrid attacks and unveiled a 125-page plan to retaliate. In it he suggested establishing a European Center for Countering Hybrid Warfare, a 1,500-strong cyber force, as well as military personnel specialized in artificial intelligence. “Everybody needs to revise their security procedures,” Polish Foreign Minister Radosław Sikorski added on Thursday. “Russia is clearly escalating its hybrid war against EU citizens.” WALK THE TALK Despite the increasingly fierce rhetoric, what a more muscular response means is still an open question. Part of that is down to the difference between Moscow and Brussels — the latter is more constrained by acting within the rules, according to Kevin Limonier, a professor and deputy director at the Paris-based GEODE think tank. “This raises an ethical and philosophical question: Can states governed by the rule of law afford to use the same tools … and the same strategies as the Russians?” he asked. So far, countries like Germany and Romania are strengthening rules that would allow authorities to shoot down drones flying over airports and militarily sensitive objects. National security services, meanwhile, can operate in a legal gray zone. Allies from Denmark to the Czech Republic already allow offensive cyber operations. The U.K. reportedly hacked into ISIS’s networks to obtain information on an early-stage drone program by the terrorist group in 2017. Allies must “be more proactive on the cyber offensive,” said Braže, and focus on “increasing situational awareness — getting security and intelligence services together and coordinated.” In practice, countries could use cyber methods to target systems critical to Russia’s war effort, like the Alabuga economic zone in Tatarstan in east-central Russia, where Moscow is producing Shahed drones, as well as energy facilities or trains carrying weapons, said Filip Bryjka, a political scientist and hybrid threat expert at the Polish Academy of Sciences. “We could attack the system and disrupt their functioning,” he said. Europe also has to figure out how to respond to Russia’s large-scale misinformation campaigns with its own efforts inside the country. “Russian public opinion … is somewhat inaccessible,” said one senior military official. “We need to work with allies who have a fairly detailed understanding of Russian thinking — this means that cooperation must also be established in the field of information warfare.” Still, any new measures “need to have plausible deniability,” said one EU diplomat. SHOW OF FORCE NATO, for its part, is a defensive organization and so is leery of offensive operations. “Asymmetric responses are an important part of the conversation,” said one NATO diplomat, but “we aren’t going to stoop to the same tactics as Russia.” Instead, the alliance should prioritize shows of force that illustrate strength and unity, said Oana Lungescu, a former NATO spokesperson and fellow with London’s Royal United Services Institute think tank. In practice, that means rapidly announcing whether Moscow is behind a hybrid attack and running ‘no-notice’ military exercises on the Russian border with Lithuania or Estonia. Meanwhile, the NATO-backed Centre of Excellence on Hybrid Threats in Helsinki, which brings together allied officials, is also “providing expertise and training” and drafting “policies to counter those threats,” said Maarten ten Wolde, a senior analyst at the organization.  “Undoubtedly, more should be done on hybrid,” said one senior NATO diplomat, including increasing collective attribution after attacks and making sure to “show through various means that we pay attention and can shift assets around in a flexible way.” Jacopo Barigazzi, Nicholas Vinocur, Nette Nöstlinger, Antoaneta Roussi and Seb Starvecic contributed reporting.

BRUSSELS — When the colonial governments of Belgium and Portugal ordered the construction of a railway connecting oil- and mineral-rich regions in the African interior to the Atlantic, their primary objective was to plunder resources such as rubber, ivory and minerals for export to Western countries.  Today, that same stretch of railway infrastructure, snaking through Zambia, the Democratic Republic of Congo and Angola to the port of Lobito, is being modernized and extended with U.S. and EU money to facilitate the transport of sought-after minerals like cobalt and copper. Just this month, Jozef Síkela, the EU commissioner for international partnerships, signed a €116 million investment package for the corridor, often hailed as a model initiative under Global Gateway, the bloc’s infrastructure development program. This time around, however, Brussels says it’s committed to resetting its historically tainted relationship with the region — a message European Commission President Ursula von der Leyen and European Council President António Costa will stress when they address African and EU leaders at a Nov. 24-25 summit in Luanda, Angola, which is this year celebrating 50 years of independence from Portuguese rule.  “Global Gateway is about mutual benefits,” von der Leyen said in a keynote speech in October. The program should “focus even more on key value chains,” including the metals and minerals needed in everything from smartphones to wind turbines and defense applications.  The aim, she said, is to “build up resilient value chains together. With local infrastructure, but also local jobs, local skills and local industries.”  Yet Brussels is scrambling to enter a region only to find that China got there first. Batches of copper sheets are stored in a warehouse and wait to be loaded on trucks in Zambia. | Per-Anders Pettersson/Getty Images African countries are already the primary suppliers of minerals to Beijing, which has secured access to their resource wealth — unhindered by any historical baggage of colonial exploitation — and is now the world’s dominant processor. Europe’s emphasis on retaining economic value in host countries — rather than merely extracting resources for export — answers calls by African leaders for a more equitable and sustainable approach to developing their countries’ natural resources.  “The EU has been quite vocal, since the beginning of the raw minerals diplomacy two years ago, saying: We want to be the ethical partner,” said Martina Matarazzo, international and EU advocacy coordinator at Resource Matters, a Belgian NGO focusing on resource extraction, which also has an office in Kinshasa, DRC.  But “there is a big gap” between what’s being said and what’s being done, she added, pointing out that it is still unclear how the Lobito Corridor can be a “win-win” project, rather than just facilitating the shipping of minerals abroad.  Brussels finds itself under growing pressure to diversify its supply chains of lithium, rare earths and other raw materials away from China — which has demonstrated time and again it is ready to weaponize its market dominance. To that end, it is drafting a new plan, due on Dec. 3, to accelerate the bloc’s diversification efforts.   In African countries, however, Brussels is still struggling to establish itself as an attractive, ethical alternative to Beijing, which has long secured vast access to the continent’s resources through large-scale investments in mining, processing and infrastructure.  To enter the minerals space, the EU needs to walk the talk in close cooperation with African leaders — doing so may be its only chance to secure resources while moving away from its extractivist past, POLITICO has found in conversations with researchers, policymakers and civil society.  RESOURCE RUSH Appetite for Africa’s vast natural riches first drew colonizers to the continent — and laid “the foundation for post-independence resource dependency and external interference,” according to the Africa Policy Research Institute. Now, the continent’s deposits of vital minerals have turned it into a strategic player, with Zambian President Hakainde Hichilema last year setting a goal of tripling copper output by the end of the decade, for instance. Beijing has often used Belt and Road, its international development initiative, to secure mining rights in exchange for infrastructure projects. Washington, which lags far behind Beijing, is also stepping up its game, with investments into Africa quietly overtaking China’s. President Donald Trump has extended the U.S. security umbrella to war-torn areas in exchange for access to resources, for example brokering a — shaky — peace deal between Rwanda and the DRC. EU companies are “really trying to catch up,” said Christian Géraud Neema Byamungu, an expert on China-Africa relations and the Francophone Africa editor of the China Global South Project. “They left Africa when there was a sense that Africa is not really a place to do business.” DOING THINGS DIFFERENTLY Against this backdrop, the key question for the EU is: What can it offer to set itself apart from other partners? On paper, the answer is clear: a responsible approach to resource extraction that prioritizes creating local economic value, along with high environmental and social standards.  “We want to focus on the sustainable development of value chains and how to work with our African partners to support their rise of the value chains,” said an EU official ahead of the Luanda summit, where minerals will be a key topic. “This is not about extraction only,” they added. But so far, that still has to translate into a concrete impact on the ground. “We are not at the point where we can see how really the EU is trying to change things on the ground in terms of value addition in DRC,” said Emmanuel Umpula Nkumba, executive director of NGO Afrewatch. “I am not naïve, they are coming to make money, not to help us,” he added.  Not only has offtake from the Lobito Corridor been slow, but the project has also come under fire for prioritizing Western interests over African development and agency, and for potentially leading to the destruction of local forests, community displacement and an overall lack of benefits for local populations.  The 2024 Lobito Corridor Trans-Africa Summit | Andrew Caballero-Reynolds/AFP via Getty Images The EU, however, views the corridor as “a symbol of the partnership between the African and European continent and an example of our shared investment agenda,” according to a Commission spokesperson, who called it “a lifeline towards sustainable development and shared prosperity.” Finally, while “value addition” has become a catchphrase, it’s unclear whether EU and African leaders see eye to eye on what the term means.  African industry representatives and officials often point to building a domestic supply chain up to the final product. EU officials, by contrast, tend to envision refining minerals in the country of origin and then exporting them, according to a report published by the European Council on Foreign Relations. A SUSTAINABLE BUSINESS CASE? The second component of the EU’s approach — strong sustainability and human rights safeguards — faces major trouble, not least in the name of making the EU more competitive.  In Brussels, proposed rules that would require companies to police their supply chains for environmental harm and human rights violations are dying a slow death, as conservative politicians channel complaints from businesses that they can’t bear the cost of complying. An investigation by the Business & Human Rights Resource Centre of the 13 mining, refining and recycling projects outside the bloc labeled “strategic” by the EU executive — including four in Africa — identified “an inconsistent approach to key human rights policies.”  However, under pressure from African leaders, stricter safeguards are slowly becoming more important in the sector: “high [environmental, social and governance] standards” are a core component of the African Union’s mining strategy published in 2024.  The Chinese, too, are adapting quickly.  “China’s also getting good with standards,” said Sarah Logan, a visiting fellow at the European Council on Foreign Relations who co-authored the assessment of African and European interpretations of value addition. “If they are made to, Chinese mining companies are very capable of adhering to ESG standards.”  Therefore, besides massively scaling up investment, the EU and European companies will need to turn their promise of being a reliable and ethical partner into reality — sooner rather than later. “The only way to distinguish ourselves from the Chinese is to guarantee these benefits for communities,” Spanish Green European lawmaker Ana Miranda Paz told a panel discussion on the Lobito Corridor in Brussels. This story has been updated with comment from the European Commission.

BELÉM, Brazil — The fire at the climate summit Thursday not only disrupted global negotiations over rising temperatures, it also halted kitsch collectors. The blaze closed an area of the COP30 venue that hosted pavilions set up by nations from around the world, featuring cultural displays and climate-focused events. For some countries it was a space to spread soft power — sometimes through trinkets. China’s pavilion was a popular attraction. A line on Wednesday snaked past the area featuring two Chinese flags and a sprawling image of cloud-shrouded mountains as visitors waited for souvenirs that included panda headbands and tiny panda plushies. “The pandas are the fever here,” said Ana Lobato, a volunteer from Belém who said she has been collecting pins from various pavilions. Throughout the two-week conference, China also offered hand-held fans to keep delegates cool amid the tropical heat that sometimes overwhelmed the facility’s sputtering air conditioning. Also available were books with the writings and speeches of China’s president, Xi Jinping. The United States doesn’t have a pavilion, reflecting its absence from the talks under President Donald Trump, who is known to display and sell his own merch. The American officials who did come — including California Gov. Gavin Newsom and Rhode Island Sen. Sheldon Whitehouse — spoke at other pavilions. The lack of an American presence in these halls has helped China stand out. Its pavilion was strategically positioned along a main corridor, flanked by Saudi Arabia and Portugal, which would offer wine and port in the evenings. “China is leading where America is failing,” said Rex Emojite Anighoro, an activist from Nigeria. “Where the presidency of Trump has said, ‘No, the world you can go to hell.’ China says, ‘No, you can listen to us. We can be here for you.’ And that’s what they’re trying to demonstrate by giving gifts.” Anighoro, who has been to four climate conferences, said he always goes to the U.S. pavilion — until now. He had picked up a copy of Xi’s book, and said he would have taken one from the U.S. center, “but now I have no option.” The pavilions have long occupied a space in the blue zone at these climate conferences, the area where official delegates, members of the press and registered observers roam the halls. Coffee has been a big draw in past years, and the line at the Australian pavilion for a flat white — an espresso with a line of milky foam — is always long. This year, Australia was awkwardly positioned next to Turkey’s pavilion, which also drew crowds for its strong brew, as the two competed to host COP31. Turkey won out. At the U.K. pavilion, Energy Secretary Ed Miliband promoted its coffee as the summit’s best during a renewable energy event with India earlier this week. Indonesia, across the room from China, held dance performances. Now, that area will be isolated from the rest of the venue, even after negotiations resume over issues such as providing more financial assistance to climate-vulnerable nations and transitioning away from fossil fuels. The fire on Thursday afternoon forced people to evacuate into the streets near the Hangar Convention and Fair Centre of the Amazon. A joint statement from the COP30 presidency and the United Nations said 19 people were treated for smoke inhalation and provided with medical support. The Fire Department deemed the site safe Thursday night and resumed operations. “We appreciate the cooperation, patience, and understanding of all participants,” the statement said. “We still have substantial work ahead, and we trust that delegates will return to the negotiations in a spirit of solidarity and determination to ensure a successful outcome for this COP.” Zack Colman contributed to this report.

LONDON — Criminal networks are “weaponizing children” to commit torture and murder by recruiting them through multiplayer video games and smartphones — and parents often have no idea what’s happening, the boss of Europe’s law enforcement agency warns.  These groups now pose the greatest single criminal threat to the European Union because they destabilize society by targeting children and destroying families, said Catherine De Bolle, executive director of Europol.  “The weaponization of children for organized crime groups is what is going on at the moment on European soil,” she said in a joint interview with POLITICO and Welt. “They weaponize the children to torture or to kill. It’s not about petty theft anymore. It’s about big crimes.”  The “worst case” Europol has seen was of a young boy who was ordered “to kill his younger sister, which happened,” she said. “It’s cruel, we have never seen this before.”  She even suggested that children and young people are being used by hostile states and hybrid threat perpetrators as unwitting spies to eavesdrop on government buildings.  The Europol chief is in a unique position to describe the criminal landscape threatening European security, as head of the EU agency responsible for intelligence coordination and supporting national police. In a wide-ranging discussion, De Bolle also cautioned that the growth of artificial intelligence is having a dramatic impact, multiplying online crime, described how drug smugglers are now using submarines to ship cocaine from South America to Europe, and described an increasing threat to European society from Russia’s hybrid war.  De Bolle’s comments come amid an ongoing debate about how to police the internet and social media to prevent young and vulnerable people from coming to harm. The greatest threat facing the EU from organized crime right now comes from groups that have “industrialized” the recruitment of children, she said: “Because [they are] the future of the European Union. If you lose them, you lose everything.” FROM GAMING TO GROOMING Criminals often begin the process of grooming children by joining their multiplayer video games, which have a chat function, and gaining their trust by discussing seemingly harmless topics like pets and family life.  Then, they will switch to a closed chat where they will move on to discussing more sinister matters, and persuade the child to share personal details like their address. At that point, the criminals can bribe or blackmail the child into committing violence, including torture, self-harm, murder and even suicide.  Europol is aware of 105 instances in which minors were involved in violent crimes “performed as a service” — including 10 contract killings. Many attempted murders fail because children are inexperienced, the agency said. “We also have children who do not execute the order and then, for instance, [the criminals] kill the pet of the child, so that the child knows very well, ‘We know where you live, we know who you are, you will obey, and if you don’t, we will go even further to kill your mother or your father,’” De Bolle warned.  Criminals will also offer children money to commit a crime — as much as $20,000 for a killing, sometimes they pay and sometimes they don’t. While these networks often target children who are vulnerable because they have psychological problems or are bullied at school, healthy and happy children are also at risk, De Bolle said. “It’s also about others, youngsters who are not vulnerable but just want new shoes — shoes that are very expensive.”  Sometimes young people are even recruited for hybrid war by state actors, she said. “You also have it with hybrid threat actors that are looking for the crime as a service model — the young perpetrators to listen to the foreign state, to listen to the communication around buildings.” Once police catch a child, the criminals abandon them and move to groom a new child to turn into a remote-operated weapon.  “Parents blame themselves in a lot of cases. They do not understand how it is possible,” she said. “The problem is you don’t have access to everything your child does and you respect also the privacy of your children. But as a parent, you need to talk about the dangers of the internet.” DRUGS AND AI ARE ALSO A PROBLEM Among the new criminal methods crossing Europol’s desks, two stand out: The use of so-called narco-submarines to smuggle drugs like cocaine from South America into the EU and the growth in AI technology fueling an explosion in online fraud that enforcement agencies are virtually powerless to stop.  Instead of shipping cocaine into the ports of Hamburg, Rotterdam and Antwerp through containers, criminals have diversified their methods, De Bolle said. One key route is to sail semi-submersible vessels from South America to Europe’s North Atlantic coast, where speedboats meet them and offload the illegal cargo via Portugal, according to Europol’s information.  While Europe now is “overflooded with drugs,” criminal organizations may make more money, more easily through online fraud, she said. “Artificial intelligence is a multiplier for crime,” she said. “Everything is done a thousand times more and faster. The abuse of artificial intelligence lies in phishing emails — you do not recognize it very easily with phishing emails anymore because the language is correct.”  She said “romance fraud” is also “booming,” as “people look for love, also online.” “With deepfakes and with voice automation systems, it’s very difficult for a law enforcement authority to recognise that from a genuine picture. The technology is not there yet to [tell] the difference,” De Bolle added.  De Bolle said Europol needed to be able to access encrypted phone messages with a judge’s authorization to disrupt these criminal networks. “When a judge decides that we need to have access to data, the online providers should be forced to give us access to this encrypted communication,” she said. Otherwise, “we will be blind and then we cannot do our job.”

By ALEX PERRY in Paris Illustrations by Julius Maxim for POLITICO This article is also available in French When Patrick Pouyanné decided to spend billions on a giant natural gas field in a faraway warzone, he made the call alone, over a single dinner, with the head of a rival energy company. Pouyanné, the chairman and CEO of what was then called Total, was dining with Vicki Hollub, CEO of Houston-based Occidental Petroleum. It was late April 2019, and Hollub was in a David and Goliath battle with the American energy behemoth Chevron to buy Anadarko, like Occidental a mid-sized Texan oil and gas explorer. The American investor Warren Buffett was set to back Hollub with $10 billion, but it wasn’t enough. So Hollub flew to Paris to meet Pouyanné. Hollub’s proposal: Pouyanné would pitch in $8.8 billion in exchange for Anadarko’s four African gas fields, including a vast deep-sea reserve off northern Mozambique, an area in the grip of an Islamist insurgency. The Frenchman, who had previously approached Anadarko about the same assets, said yes in a matter of minutes. Advertisement “What are the strengths of Total?” Pouyanné explained to an Atlantic Council event in Washington a few weeks later. “LNG,” he went on, and the “Middle East and Africa,” regions where the company has operated since its origin in the colonial era. “So it’s just fitting exactly and perfectly.” Total, “a large corporation,” could be “so agile,” he said, because of the efficacy of his decision-making, and the clarity of his vision to shift from oil to lower-emission gas, extracted from lightly regulated foreign lands. In the end, “it [was] just a matter of sending an email to my colleague [Hollub],” he added. “This is the way to make good deals.” Six years later, it’s fair to ask if Pouyanné was a little hasty. On Nov. 17, a European human rights NGO filed a criminal complaint with the national counterterrorism prosecutor’s office in Paris accusing TotalEnergies of complicity in war crimes, torture and enforced disappearances, all in northern Mozambique. The allegations turn on a massacre, first reported by POLITICO last year, in which Mozambican soldiers crammed about 200 men into shipping containers at the gatehouse of a massive gas liquefaction plant TotalEnergies is building in the country, then killed most of them over the next three months. The complaint, submitted by the nonprofit European Centre for Constitutional and Human Rights (ECCHR), alleges that TotalEnergies became an accomplice in the “so-called ‘container massacre’” because it “directly financed and materially supported” the Mozambican soldiers who carried out the executions, which took place between June and September 2021. “TotalEnergies knew that the Mozambican armed forces had been accused of systematic human rights violations, yet continued to support them with the only objective to secure its facility,” said Clara Gonzales, co-director of the business and human rights program at ECCHR, a Berlin-based group specializing in international law that has spent the past year corroborating the atrocity. In response to the complaint, a company spokesperson in Paris said in a written statement: “TotalEnergies takes these allegations very seriously” and would “comply with the lawful investigation prerogatives of the French authorities.” Last year, in response to questions by POLITICO, the company — through its subsidiary Mozambique LNG — said it had no knowledge of the container killings, adding that its “extensive research” had “not identified any information nor evidence that would corroborate the allegations of severe abuses and torture.” This week, the spokesperson repeated that position. Advertisement Asked in May in the French National Assembly about the killings, Pouyanné dismissed “these false allegations” and demanded the company’s accusers “put their evidence on the table.” Questioned about the complaint on French television this week, he again rejected the allegations and described them as a “smear campaign” motivated by the fact that TotalEnergies produces fossil fuels. The war crimes complaint is based on POLITICO’s reporting and other open-source evidence. In the last year, the container killings have been confirmed by the French newspaper Le Monde and the British journalism nonprofit Source Material. The British Mozambique expert Professor Joseph Hanlon also said the atrocity was “well known locally,” and an investigation carried out by UK Export Finance (UKEF) — the British state lender, which is currently weighing delivery of a $1.15 billion loan to Total’s project — has heard evidence from its survivors.  The massacre was an apparent reprisal for a devastating attack three months earlier by ISIS-affiliated rebels on the nearby town of Palma, just south of the border with Tanzania, which killed 1,354 civilians, including 55 of Total’s workforce, according to a house-to-house survey carried out by POLITICO. Of those ISIS murdered, it beheaded 330. TotalEnergies has previously noted that Mozambique has yet to issue an official toll for the Palma massacre. In March, a French magistrate began investigating TotalEnergies for involuntary manslaughter over allegations that it abandoned its contractors to the onslaught.  After the jihadis left the area in late June, Mozambican commandos based at Total’s gas concession rounded up 500 villagers and accused them of backing the rebels. They separated men from women and children, raped several of the women, then forced the 180-250 men into two metal windowless shipping containers that formed a rudimentary fortified entrance to Total’s plant. There, the soldiers kept their prisoners in 30-degree-Celsius heat for three months. According to eleven survivors and two witnesses, some men suffocated. Fed handfuls of rice and bottle caps of water, others starved or died of thirst. The soldiers beat and tortured many of the rest. Finally, they began taking them away in groups and executing them. Only 26 men survived, saved when a Rwandan intervention force, deployed to fight ISIS, discovered the operation. A second house-to-house survey conducted by POLITICO later identified by name 97 of those killed or disappeared. Along with the new ECCHR complaint and the British inquiry, the killings are the subject of three other separate investigations: by the Mozambican Attorney General, the Mozambican National Human Rights Commission, and the Dutch government, which is probing $1.2 billion in Dutch state financing for TotalEnergies’ project. This week’s complaint was lodged with the offices of the French National Anti-Terrorism Prosecutor, whose remit includes war crimes. The prosecutor will decide whether to open a formal inquiry and appoint an investigating magistrate.  Should the case move ahead, TotalEnergies will face the prospect of a war crimes trial.  Such an eventuality would represent a spectacular fall from grace for a business that once held a central place in French national identity and a CEO whose hard-nosed resolve made him an icon of global business. Should a French court eventually find the company or its executives liable in the container killings, the penalties could include fines and, possibly, jail terms for anybody indicted. How did TotalEnergies get here? How did Patrick Pouyanné? ‘POUYANNÉ PETROLEUM’ Born in Normandy in 1963, the son of a provincial customs official and a post office worker, Pouyanné elevated himself to the French elite by winning selection to the École Polytechnique, the country’s foremost engineering university, and then the École des Mines, where France’s future captains of industry are made. Following a few years in politics as a minister’s aide, he joined the French state petroleum company Elf as an exploration manager in Angola in 1996. After moving to Qatar in 1999 as Elf merged with Total, Pouyanné ascended to the top job at Total in 2014 after his predecessor, Christophe de Margerie, was killed in a plane crash in Moscow. Pouyanné led by reason, and force of will. “To be number one in a group like Total … is to find yourself alone,” he said in 2020. “When I say ‘I don’t agree,’ sometimes the walls shake. I realize this.” A decade at the top has seen Pouyanné, 62, transform a company of 100,000 employees in 130 countries into a one-man show — “Pouyanné Petroleum,” as the industry quip goes. His frequent public appearances, and his unapologetically firm hand, have made him a celebrated figure in international business. “Patrick Pouyanné has done an extraordinary job leading TotalEnergies in a complex environment, delivering outstanding financial results and engaging the company in the energy transition quicker and stronger than its peers,” Jacques Aschenbroich, the company’s lead independent director, said in 2023. Advertisement Marc-Antoine Eyl-Mazzega, director of energy and climate at the French Institute of International Relations, agreed. “His involvement is his strength,” he said. “He’s able to take a decision quickly, in a much more agile and rapid way.” Still, Eyl-Mazzega said, “I’m not sure everyone is happy to work with him. You have to keep up the pace. There are often departures. He’s quite direct and frank.”  Among employees, Pouyanné’s lumbering frame and overbearing manner has earned him a nickname: The Bulldozer. The moniker isn’t always affectionate. A former Total executive who dealt regularly with him recalled him as unpleasantly aggressive, “banging fists on the table.” The effect, the executive said, has been to disempower the staff: “The structure of Total is trying to guess what Pouyanné wants to do. You can’t make any decisions unless it goes to the CEO.” In a statement to POLITICO, TotalEnergies called such depictions “misplaced and baseless.” ‘DON’T ASK US TO TAKE THE MORAL HIGH GROUND’ What’s not in dispute is how Pouyanné has used his authority to shape Total’s answer to the big 21st-century oil and gas puzzle: how to square demand for fossil fuels with simultaneous demands from politicians and climate campaigners to eliminate them. His response has been diversification, moving the company away from high-emission fuels towards becoming a broad-based, ethical energy supplier, centered on low-carbon gas, solar and wind, and pledging to reach net-zero emissions by 2050. The change was symbolized by Pouyanné’s renaming of the company TotalEnergies in 2021. A second, more unsung element of Pouyanné’s strategy has been moving much of his remaining fossil fuel operation beyond Western regulation.  Speaking to an audience at Chatham House in London in 2017, he said the catalyst for his move to favor reserves in poorer, less tightly policed parts of the planet was the penalties imposed on the British energy giant BP in the United States following the 2010 Deepwater Horizon blowout, in which 11 men died and an oil slick devastated the Gulf of Mexico coast. Pouyanné declared that the fines — between $62 billion and $142 billion, depending on the calculation used — represented an excessive “legal risk” to oil and gas development in the West. While other, more troubled territories came with their share of dangers, Pouyanné put the cost of failure of any project outside the West at a more manageable $2 to $3 billion, according to his Chatham House remarks. As a way of assessing risk, it was efficient. “Other players would spend a lot of money on consultancies and write 70 reports to conclude that a project is risky,” Eyl-Mazzega said. “Pouyanné, on the other hand, is prepared to take risks.” Asked by the French Senate in 2024 how he chose where to invest, however, Pouyanné admitted that his math was strictly about the bottom line. “Don’t ask us to take the moral high ground,” he said. ‘A COLLAPSE WILL NOT PUT TOTAL IN DANGER’ The first oil and gas prospectors arrived in northern Mozambique in 2006 as part of a Western effort to broaden supply beyond the Middle East. When Anadarko found gas 25 miles out to sea in 2010, the talk was of Mozambique as the new Qatar. At 2.6 million acres, or about a third of the size of Belgium, Rovuma Basin Area 1 was a monster, thought to hold 75 trillion cubic feet of gas, or 1 percent of all global reserves. An adjacent field, Area 4, quickly snapped up by ExxonMobil, was thought to hold even more. To cope with the volume of production, Anadarko’s Area 1 consortium drew up a plan for a $20 billion onshore liquefaction plant. Together with ExxonMobil’s field, the cost of developing Mozambique’s gas was estimated at $50 billion, which would make it the biggest private investment ever made in Africa. But in 2017, an ISIS insurgency emerged to threaten those ambitions.  By the time Pouyanné was preparing to buy Anadarko’s 26.5 percent share in Area 1 two years later, what had begun as a ragtag revolt against government corruption in the northern province of Cabo Delgado had become a full-scale Islamist rebellion.  Insurgents were taking ever more territory, displacing hundreds of thousands of people and regularly staging mass beheadings. Even under construction, the gas plant was a regular target. It was run by Europeans and Americans, intending to make money for companies thousands of miles away while displacing 2,733 villagers to build their concession and banning fishermen from waters around their drill sites. After several attacks on plant traffic to and from the facility, in February 2019, the militants killed two project workers in a village attack and dismembered a contract driver in the road.  A further risk had its origins in a ban on foreigners carrying guns. That made the plant reliant for security on the Mozambican army and police, both of which had a well-documented record of criminality and repression. Initially, Pouyanné seemed unconcerned. The gas field was outside international law, as Mozambique had not ratified the Rome Statute setting up the International Criminal Court. And Pouyanné appeared to see the pursuit of high-risk, high-reward projects almost as an obligation for a deep-pocketed corporation, telling the Atlantic Council in May 2019, soon after he agreed the Mozambique deal, that Total was so big, it didn’t need to care — at least, not in the way of other, lesser companies or countries. “We love risk, so we have decided to embark on the Mozambique story,” he said. “Even if there is a collapse, [it] will [not] put Total in danger.” Advertisement In September 2019, when Total’s purchase was formally completed, the company declared in a press release: “The Mozambique LNG project is largely derisked.” In one of several statements to POLITICO, TotalEnergies explained the term echoed the boss’s focus on “the project’s commercial and financial fundamentals. To infer this was a dismissal of security concerns amounts to a fundamental misunderstanding of the way the sector operates.” Still, for workers at the project, it was an arresting statement, given that a Mozambique LNG worker had recently been chopped to pieces. Around the same time, the project managers at Anadarko, many of whom were now working for Total, tried to warn their new CEO of the danger posed by the insurgency. It was when they met Pouyanné, however, that “things then all started to unwind,” said one. Pouyanné regaled the team who had worked on the Mozambique project for years with a speech “on how brilliant Total was, and how brilliantly Total was going to run this project,” a second executive added. Pouyanné added he had “a French hero” running the company’s security: Denis Favier who, as a police commander, led a team of police commandos as they stormed a hijacked plane on the tarmac at Marseille in 1994, and in 2015, as France’s most senior policeman, commanded the operation to hunt and kill the Islamist brothers who shot dead 12 staff at the Charlie Hebdo newspaper in Paris. “This is easy for him,” Pouyanné said. Asked about the transition from Anadarko to Total, the company maintained it was responsive to all concerns expressed by former Anadarko workers. “We are not aware of any such dismissal of security concerns by TotalEnergies or its senior management,” the company said. “It is incorrect to state that advice from the ground was not listened to.” Still, after meeting Pouyanné, the old Anadarko team called their Mozambique staff together to brief them on their new boss. “Well, holy shit,” one manager began, according to a person present. “We’ve got a problem.” ‘VERY VULNERABLE’ A third former Anadarko staffer who stayed on to work for Total said that on taking over, the company also put on hold a decision to move most contractors and staff from hotels and compounds in Palma to inside its fortified camp — a costly move that Anadarko was planning in response to deteriorating security. “This was a danger I had worked so hard to eliminate,” the staffer said. “Palma was very vulnerable. Almost nobody was supposed to be [there]. But Total wouldn’t listen to me.” Other measures, such as grouping traffic to and from the plant in convoys and flanking them with drones, also ended. One project contractor who regularly made the run through rebel territory described the difference between Anadarko and Total as “night and day.” Then in June 2020, the rebels captured Mocimboa da Praia, the regional hub, and killed at least eight subcontractors. In late December that year, they staged another advance that brought them to Total’s gates. At that, Pouyanné reversed course and assumed personal oversight of the security operation, the first Anadarko manager said. Despite no expertise in security, “[he] had to get into every little last possible detail.” The second executive concurred. “It went from, ‘I don’t care, we’ve got the best security people in the business to run this’ to ‘Oh my God, this is a disaster, let me micromanage it and control it,’” he said. The company was “not aware of any … criticism that Mr. Pouyanné lacks the necessary expertise,” TotalEnergies said, adding the CEO had “first-hand experience of emergency evacuation … [from] when Total had to evacuate its staff from Yemen in 2015.” The insurgents’ advance prompted Pouyanné to order the evacuation of all TotalEnergies staff. By contrast, many contractors and subcontractors, some of them behind schedule because of Covid, were told to keep working, according to email exchanges among contractors seen by POLITICO. “Mozambique LNG did not differentiate between its own employees, its contractors or subcontractors when giving these instructions,” the company said, but added that it was not responsible for the decisions of its contractors. Advertisement Then, in February 2021, Pouyanné flew to Maputo, the Mozambican capital, to negotiate a new security deal with then Mozambican President Filipe Nyusi. Afterward, the two men announced the creation of the Joint Task Force, a 1,000-man unit of soldiers and armed police to be stationed inside the compound.  The deal envisaged that the new force would protect a 25-kilometer radius around the gas plant, including Palma and several villages. In practice, by concentrating so many soldiers and police inside the wire, it left Palma comparatively exposed. “It is incorrect to allege that Palma was left poorly defended,” the company said. “However, it is a fact that these security forces were overwhelmed by the magnitude and violence of the terrorist attacks in March 2021.” TotalEnergies added it is not correct to say that “Mr. Pouyanné personally managed the security deal setting up the Joint Task Force.” ‘TRAIN WRECK’ By this time, the company’s own human rights advisers were warning that by helping to create the Joint Task Force — to which the company agreed to pay what it described as “hardship payments” via a third party, as well as to equip it and accommodate it on its compound — Pouyanné was effectively making TotalEnergies a party to the conflict, and implicating it in any human rights abuses the soldiers carried out. Just as worrying was TotalEnergies’ insistence — according to a plant security manager, and confirmed by minutes of a Total presentation on security released under a Dutch freedom of information request — that all major security decisions be handled by a 20-man security team 5,000 miles away in Paris. That centralization seemed to help explain how, when the Islamists finally descended on Palma on March 24, 2021, Total was among the last to know. One Western security contractor told POLITICO he had pulled his people out 10 days before the assault, based on intelligence he had on guns and young men being pre-positioned in town. In the days immediately preceding the attack, villagers around Palma warned friends and relatives in town that they had seen the Islamists advancing. WhatsApp messages seen by POLITICO indicate contractors reported the same advance to plant security on March 22 and March 23. Advertisement Nonetheless, at 9 a.m. on March 24, TotalEnergies in Paris announced that it was safe for its staff to return. Hours later, the Islamists attacked. “Neither Mozambique LNG nor TotalEnergies received any specific ‘advance warnings’ of an impending attack prior to March 24,” the company said. Faced with a three-pronged advance by several hundred militants, the plant security manager said TotalEnergies’ hierarchical management pyramid was unable to cope. Ground staff could not respond to evolving events, paralyzed by the need to seek approval for decisions from Paris. Total’s country office in Maputo was also in limbo, according to the security manager, neither able to follow what was happening in real-time, nor authorized to respond.  ‘WHO CAN HELP US?!’ Two decisions, taken as the attack unfolded, compounded the havoc wreaked by the Islamists. The first was Total’s refusal to supply aviation fuel to the Dyck Advisory Group (DAG), a small, South African private military contractor working with the Mozambican police. With the police and army overrun, DAG’s small helicopters represented the only functional military force in Palma and the only unit undertaking humanitarian rescues. But DAG’s choppers were limited by low supplies of jet fuel, forcing them to fly an hour away to refuel, and to ground their fleet intermittently. Total, as one of the world’s biggest makers of aviation fuel, with ample stocks at the gas plant, was in a position to help. But when DAG asked Total in Paris for assistance, it refused. “Word came down from the mountain,” DAG executive Max Dyck said, “and that was the way it was going to be.” Total has conceded that it refused fuel to DAG — out of concern for the rescuers’ human rights record, the company said — but made fuel available to the Mozambican security services. DAG later hired an independent lawyer to investigate its record, who exonerated the company. Advertisement A second problematic order was an edict, handed down by Pouyanné’s executives in Paris in the months before the massacre, according to the plant security manager, that should the rebels attack, gate security guards at the gas plant were to let no one in. It was an instruction that could only have been drawn up by someone ignorant of the area’s geography, the man said.  If the Islamists blocked the three roads in and out of Palma, as conventional tactics would prescribe, the only remaining ways out for the population of 60,000 would be by sea or air — both routes that went through TotalEnergies’s facility, with its port and airport. By barring the civilians’ way, the company would be exposing them. So it proved. TotalEnergies soon had 25,000 fleeing civilians at its gates, according to an internal company report obtained under a freedom of information request by an Italian NGO, Recommon. Among the crowd were hundreds of project subcontractors and workers. Witnesses described to POLITICO how families begged TotalEnergies’ guards to let them in. Mothers were passing their babies forward to be laid in front of the gates. But TotalEnergies in Paris refused to allow its guards on the ground to open up. On March 28, the fifth day of the attack, Paris authorized a ferry to evacuate 1,250 staff and workers from the gas plant, and make a single return trip to pick up 1,250 civilians, who had sneaked inside the perimeter. That still left tens of thousands stranded at its gates. On March 29, a TotalEnergies community relations manager in Paris made a panicked call to Caroline Brodeur, a contact at Oxfam America. “He’s like, ‘There’s this huge security situation in Mozambique!’” Brodeur said. “An escalation of violence! We will need to evacuate people! Who can help us? Which NGO can support us with logistics?’” Thirty minutes later, the man called back. “Wait,” he told Brodeur. “Don’t do anything.” TotalEnergies’ senior managers had overruled him, the man said. No outsiders were to be involved. “I think he was trying to do the right thing,” Brodeur said in an interview with POLITICO. “But after that, Total went silent.” Over the next two months, the jihadis killed hundreds of civilians in and around Palma and the gas plant before the Rwandan intervention force pushed them out. The second former Anadarko and Total executive said the rebels might have attacked Palma, whoever was in charge at the gas project. But Total’s distant, centralized management made a “train wreck … inevitable.” Advertisement TotalEnergies said its response to the attack “mitigated as much as was reasonably possible the consequences.” Confirming the phone call to Oxfam, it added: “There was no effort by whoever within TotalEnergies to shut any possibility for external assistance down.” The company was especially adamant that Pouyanné was not at fault.  “The allegation that Mr. Pouyanné’s management of TotalEnergies exacerbated the devastation caused by the attacks in Mozambique is entirely unsubstantiated,” it said. “Mr. Pouyanné takes the safety and security of the staff extremely seriously.” In his television appearance this week, Pouyanné defended the company’s performance. “We completely evacuated the site,” he said. “We were not present at that time.” He said he considered that TotalEnergies, whose security teams had helped “more than 2,000 civilians evacuate the area,” “had carried out heroic actions.” ‘AN ALMOST PERFECT DINNER PARTY’  TotalEnergies’ troubles in Mozambique have come amid a wider slump in the country’s fortunes and reputation. Years of climate protests outside the company’s annual general meetings in central Paris peaked in 2023 when police dispersed activists with batons and tear gas. For the last two years, TotalEnergies has retreated behind a line of security checks and riot police at its offices in Défense, in the western part of Paris. Though the company intended 2024, its centenary year, as a celebration, the company succeeded mostly in looking past its prime. When Pouyanné took over in 2014, Total was France’s biggest company, and 37th in the world. Today, it is France’s seventh largest and not even in the global top 100.  Several French media houses chose the occasion of TotalEnergies’ 100th birthday to declare open season on the company, portraying it as a serial offender on pollution, corruption, worker safety, and climate change. Pouyanné has also presided over a rift with the French establishment. Last year, when he suggested listing in New York to boost the stock, French President Emmanuel Macron berated him in public. Advertisement The division grew wider a few weeks later when the French Senate concluded a six-month inquiry into the company with a recommendation that the formerly state-owned enterprise be partly taken back into public ownership.  The company has faced five separate lawsuits, civil and criminal, claiming it is breaking French law on climate protection and corporate conduct.  In a sixth case, brought by environmentalists in Paris last month, a judge ordered TotalEnergies to remove advertising from its website claiming it was part of the solution to climate change. Given the company’s ongoing investments in fossil fuels, that was misleading, the judge said, decreeing that TotalEnergies take down its messaging and upload the court’s ruling instead. The Swedish activist Greta Thunberg has also led protests against TotalEnergies’ East Africa Crude Oil Pipeline. That project, intended to pump oil 1,000 miles from Uganda across Tanzania to the Indian Ocean, is similarly embroiled in accusations of human rights abuses, drawing criticism from the European Parliament plus 28 banks and 29 insurance companies who have refused to finance it. Pouyanné has also taken hits to his personal brand. A low point came in 2022 when he chose the moment his countrymen were recovering from Covid and struggling with soaring fuel prices to defend his salary of €5,944,129 a year. He was “tired” of the accusation that he had received a 52 percent rise, he wrote on Twitter. His pay, he added, had merely been restored to pre-pandemic levels.  Overnight, the CEO became the unacceptable face of French capitalism. “Pouyanné lives in another galaxy, far, far away,” said one TV host. Under a picture of the CEO, an MP from the leftist France Unbowed movement wrote: “A name, a face. The obstacle in the way of a nation.” So heated and widely held is the contempt that in 2023 the company produced a guide for its French employees on how to handle it. Titled “An Almost Perfect Dinner Party,” the booklet lays out arguments and data that staff might use to defend themselves at social occasions. “Have you ever been questioned, during a dinner with family or friends, about a controversy concerning the Company?” it asked. “Did you have the factual elements to answer your guests?” ‘FALSE ALLEGATIONS’ The war crimes case lodged this week against TotalEnergies was filed in France, despite the alleged crimes occurring in Mozambique, because, it argues, TotalEnergies’ nationality establishes jurisdiction.  The case represents a dramatic example of the extension of international justice — the prosecution in one country of crimes committed in another. A movement forged in Nuremberg and Tokyo in the wake of World War II, the principles of international justice have been used more recently by national and international courts to bring warlords and dictators to trial — and by national courts to prosecute citizens or companies implicated in abuses abroad where local justice systems are weak. U.S. courts have ordered ExxonMobil and banana giant Chiquita to stand trial for complicity in atrocities committed in the late 1990s and early 2000s by soldiers or militias paid to protect their premises in Indonesia and Colombia, respectively. Exxon settled a week before the case opened in 2023. A Florida court ordered Chiquita to pay $38 million to the families of eight murdered Colombian men in June 2024; Chiquita’s appeal was denied that October.  In Sweden, two executives from Lundin Oil are currently on trial for complicity in war crimes after Sudanese troops and government militias killed an estimated 12,000 people between 1999 and 2003 as they cleared the area around a company drill site. The executives deny the accusations against them. Advertisement ECCHR has initiated several international justice cases. Most notably, in 2016, it and another legal non-profit, Sherpa, filed a criminal complaint in Paris against the French cement maker Lafarge, accusing its Syrian plant of paying millions of dollars in protection money to ISIS. Earlier this month, Lafarge and eight executives went on trial in Paris, accused of funding terrorism and breaking international sanctions — charges they deny. The war crimes complaint against TotalEnergies cites internal documents, obtained under freedom of information requests in Italy and the Netherlands, that show staff at the site knew the soldiers routinely committed human rights abuses against civilians while working for the company.  There were “regular community allegations of JTF [Joint Task Force] human rights violations,” read one, including “physical violence, and arrests/disappearances.” The report also referred to “troops who were allegedly involved in a [human rights] case in August [2021].” These were deemed so serious that TotalEnergies suspended pay to all 1,000 Joint Task Force soldiers and the army expelled 200 from the region, according to the internal document. The ECCHR complaint accuses TotalEnergies and “X”, a designation leaving open the possibility for the names of unspecified company executives to be added. Among those named in the document’s 56 pages are Pouyanné and five other TotalEnergies executives and employees. Favier, the company’s security chief, is not among them. TotalEnergies declined to make any of its executives or security managers available for interviews. In April 2024, when Pouyanné was questioned about his company’s Mozambique operation by the French Senate, he stated that while the government was responsible for the security of Cabo Delgado, “I can ensure the security of whichever industrial premises on which I might operate.” Asked about the container executions before the National Assembly this May, Pouyanné reaffirmed his faith in the Mozambican state, saying: “I think we help these countries progress if we trust their institutions and don’t spend our time lecturing them.” Apparently forgetting how he helped negotiate a security deal to place Mozambican soldiers on Total’s premises, however, he then qualified this statement, saying: “I can confirm that TotalEnergies has nothing to do with the Mozambican army.” A company spokesperson clarified this week: “TotalEnergies is not involved in the operations, command or conduct of the Mozambican armed forces.” In addition to the war crimes complaint, TotalEnergies’ Mozambique operation is already the subject of a criminal investigation opened in March by French state prosecutors. The allegation against the company is that it committed involuntary manslaughter by failing to protect or rescue workers left in Palma when ISIS carried out its massacre. Though POLITICO’s previous reporting found that 55 project workers were killed, TotalEnergies — through its subsidiary, Mozambique LNG — initially claimed it lost no one. “All the employees of Mozambique LNG, its contractors and subcontractors were safely evacuated from the Mozambique LNG Project site,” Maxime Rabilloud, Mozambique LNG’s managing director, told POLITICO last year. Advertisement That assertion notwithstanding, the death of at least one British subcontractor, Philip Mawer, is the subject of a formal inquest in the U.K.  In December 2024, the company’s Paris press office adjusted its position on the Palma attack. “TotalEnergies has never denied the tragedy that occurred in Palma and has always acknowledged the tragic loss of civilian lives,” it told POLITICO. For the first time, it also admitted “a small number” of project workers had been stationed outside its secure compound during the attack and exposed to the bloodbath.  A resolution to the French manslaughter investigation will take years. A decision on whether to open a formal investigation into the new claims against TotalEnergies for complicity in war crimes, let alone to bring the case to trial, is not expected until 2026, at the earliest. Should anyone eventually be tried for involuntary manslaughter, a conviction would carry a penalty of three years in prison and a €45,000 fine in France, escalating to five years and €75,000 for “a manifestly deliberate violation of a particular obligation of prudence or safety.” For complicity in war crimes, the sentence is five years to life. ‘CAN YOU ACTUALLY LOOK AT YOURSELF IN THE MIRROR?’ The war crimes accusation adds new uncertainty to the 20-year effort to develop Mozambique’s gas fields. In the aftermath of the 2021 Palma massacre, TotalEnergies declared a state of “force majeure,” a legal measure suspending all contracted work due to exceptional events. The following four and a half years of shutdown have cost TotalEnergies $4.5 billion, in addition to the $3.9 billion that Pouyanné originally paid Anadarko for the Mozambique operation. Billions more in costs can be expected before the plant finally pumps gas, which Total now predicts will happen in 2029. The manslaughter case and the war crimes complaint have the potential to cause further holdups by triggering due diligence obligations from TotalEnergies’ lenders, preventing them from delivering loans of $14.9 billion — without which Pouyanné has said his star project will collapse. Total also faces a Friends of the Earth legal challenge to a $4.7 billion U.S. government loan to the project. A TotalEnergies spokesperson said this week that the project was able to “meet due diligence requirements by lenders.” Advertisement All this comes as the situation on the ground remains unstable. After a successful Rwandan counter-attack from 2021 to 2023, the insurgency has returned, with the Islamists staging raids across Cabo Delgado, including Palma and the regional hub of Mocimboa da Praia. The International Organization for Migration says 112,185 people fled the violence between September 22 and October 13. Among those killed in the last few months were two gas project workers — a caterer, murdered in Palma, and a security guard, beheaded in a village south of town. TotalEnergies has consistently said that neither recent legal developments nor the upsurge in ISIS attacks will affect its plans to formally reopen its Mozambique operation by the end of the year. “This new complaint has no connection with the advancement of the Mozambique LNG project,” a spokesperson said this week. Pouyanné himself has spent much of this year insisting the project is “back on track” and its financing in place. In October, in a move to restart the project, the company lifted the force majeure.  Still, in a letter seen by POLITICO, Pouyanné also wrote to Mozambican President Daniel Chapo asking for 10 more years on its drilling license and $4.5 billion from the country to cover its cost overruns.  Mozambique, whose 2024 GDP was $22.42 billion — around a tenth of TotalEnergies’ revenues for the year of $195.61 billion — has yet to respond. A final issue for TotalEnergies’ CEO is whether a formal accusation of war crimes will fuel opposition to his leadership among shareholders. At 2024’s annual general meeting, a fifth of stockholders rejected the company’s climate transition strategy as too slow, and a quarter declined to support Pouyanné for a fourth three-year term. In 2025, several institutional investors expressed their opposition to Pouyanné by voting against his remuneration. In the statement, the TotalEnergies spokesperson pointed to the 2023 comments by Aschenbroich, the independent board member: “The Board unanimously looks forward to his continued leadership and his strategic vision to continue TotalEnergies’ transition.” Yet, there seems little prospect that his popularity will improve, inside or outside the company. “Patrick Pouyanné is everyone’s best enemy,” says Olivier Gantois, president of the French oil and gas lobby group UFIP-EM, “the scapegoat we love to beat up on.” Recently, the 62-year-old Pouyanné has begun to sound uncharacteristically plaintive. At TotalEnergies’ 2022 shareholder meeting, he grumbled that the dissidents might not like CO2 emissions, “but they sure like dividends.” At last year’s, he complained that TotalEnergies was in an impossible position. “We are trying to find a balance between today’s life and tomorrow’s,” he said. “It’s not because TotalEnergies stops producing hydrocarbons that demand for them will disappear.” Advertisement TotalEnergies’ articles of association require Pouyanné to retire before he reaches 67, in 2030, around the time that TotalEnergies currently forecasts gas production to begin in Mozambique. Henri Thulliez, the lawyer who filed both criminal complaints against TotalEnergies in Paris, predicts Pouyanné’s successors will be less attached to the project — for the simple reason that Mozambique turned out to be bad business. “You invest billions in the project, and the project has been completely suspended for four years now,” Thulliez says. “All your funders are hesitating. You’re facing two potential litigations in France, maybe at some point elsewhere, too. You have to ask: what’s the point of all of this?” As for Pouyanné, two questions will haunt his final years at TotalEnergies, he suggests. First, “Can shareholders afford to keep you in your job?” Second, “Can you actually look at yourself in the mirror?” Aude Le Gentil and Alexandre Léchenet contributed to this report.