BRUSSELS — Belgium on Monday pushed back against the European Commission’s
proposed concessions to unblock a €210 billion loan to Ukraine funded by frozen
Russian assets — dashing EU hopes of securing a deal in time for Thursday’s
leaders’ summit.
With two days to go, the Commission is making a last push to convince EU member
countries to back the loan so that billions of euros in Russian reserves held at
the Euroclear bank in Brussels can be freed up to support Kyiv’s war-battered
economy.
The EU’s 27 envoys will continue discussions on the scheme later Tuesday, as
talks to end Russia’s almost four-year all-out war in Ukraine achieved some
progress during a meeting of Western leaders and U.S. envoys in Berlin on
Monday.
After days of negotiations on the assets, the Commission on Monday suggested
legal changes to its proposal to secure political buy-in from Belgium.
It gave legal assurances that, under any scenario, Belgium could tap into as
much as €210 billion if it faces legal claims or retaliation by Russia,
according to the latest text seen by POLITICO. It also stated that no money
should be given to Ukraine before EU countries provide financial guarantees
covering at least 50 percent of the payout.
In a further concession, the Commission instructed all EU countries to end their
bilateral investment treaties with Russia to ensure Belgium isn’t left alone to
deal with retaliation from Moscow.
But Belgium said that the reassurances were not enough during a meeting of EU
ambassadors on Monday evening, four EU diplomats told POLITICO.
“There will be no deal until EUCO [European Council],” said an EU diplomat who,
like others quoted in this article, was granted anonymity to speak freely.
The Belgian government is holding out against using the Russian assets over
fears that it will be on the hook to repay the full amount if Russia attempts to
claw back the money. But in a further complication, four other countries —
Italy, Malta, Bulgaria and Czechia — backed Belgium’s demand to explore
alternative financing for Ukraine, such as joint debt.
While France continues to publicly back the frozen assets plan — the country’s
Europe Minister Benjamin Haddad said in Brussels on Tuesday that Paris supports
it — a person close to French President Emmanuel Macron said Paris was “neutral”
on whether Europe should tap Moscow’s billions, or turn to Eurobonds to keep
Ukraine from going bankrupt.
Supporters of the scheme — such as Germany — insist there is no real alternative
to using the Russian assets. They say that joint debt isn’t feasible because it
requires unanimity — meaning that Hungary’s Prime Minister Viktor Orbán, who has
long been skeptical of support for Ukraine, could block the initiative.
“Let us not deceive ourselves. If we do not succeed in this, the European
Union’s ability to act will be severely damaged for years, if not for a longer
period,” German Chancellor Friedrich Merz said Monday.
But that isn’t convincing for all EU countries. Critics claim that Germany
insists on using Russian assets because it is ideologically opposed to EU common
debt.
“The narrative is that Hungary is against common debt [for Ukraine]. The reality
is that the frugals are against common debt,” said an EU diplomat.
Clea Caulcutt contributed to this report from Paris.
Tag - War
BERLIN — Chancellor Friedrich Merz is mounting an unusually assertive effort to
project German leadership at the heart of the EU, positioning himself as the
defender not only of Ukraine but, by his own account, of Europe as a whole.
This represents a stark shift in Germany’s approach to world affairs. Merz’s
predecessors, Olaf Scholz and Angela Merkel, were reluctant to put the country
in such an outspoken lead role internationally or within the EU. Rather, Germany
tended to hang back and avoid undue risk. Germans even coined a slang verb — “to
Merkel,” or Merkeln — to connote dithering.
Merz has taken a far more active stance inside the EU — assuming a role more
traditionally played by France’s now weakened President Emmanuel Macron. He has
placed himself as Europe’s most visible advocate of a risk-laden EU plan to
replenish Ukraine’s war chest with a €210 billion loan backed by Russian frozen
assets. Earlier this month he visited Belgium’s prime minister, Bart De Wever,
who has rejected the plan, along with European Commission President Ursula von
der Leyen in an effort to convince the Belgian to drop his opposition.
“When it comes to managing European issues, Merz is truly the polar opposite of
Merkel,” an Italian diplomat said of that effort.
Outside of EU affairs, the Trump administration’s wavering on military aid for
Ukraine and the erosion of the transatlantic alliance have compelled Merz to
push Germany beyond long familiar limits when it comes to foreign policy. Given
this seismic realignment, Merz has repeatedly vowed that Germany will play a
“leading role” internationally.
“Ukraine’s fate is the fate of all of Europe,” Merz said on Monday alongside
Ukrainian President Volodymyr Zelenskyy. “And in this respect, it is a key task,
and I have taken it upon myself to closely support Ukraine in the negotiations
that are currently taking place here in Berlin.”
IS EUROPE CAPABLE OF ‘STANDING TOGETHER?’
Merz’s attempt to make good on the promise to lead has been on full display this
week.
While praising Donald Trump for pressing for a peace deal, the chancellor has in
many ways set himself in direct opposition to the U.S. president, working to
ensure that Washington doesn’t impose an unfavorable deal. The Trump
administration has also opposed the EU proposal on Russia’s frozen reserves,
hoping instead to turn a profit on those assets as part of a potential peace
agreement.
“Washington is now exerting tremendous pressure here, which is why it is also a
question of asserting ourselves against Washington,” Norbert Röttgen, a senior
German lawmaker belonging to Merz’s conservatives, told POLITICO.
Ahead of a key meeting of European leaders on Thursday, Merz is depicting the
looming decision on whether to leverage frozen Russian central bank assets in
the EU as a test of whether Europe can still stand up for itself.
“Let us not deceive ourselves. If we do not succeed in this, the European
Union’s ability to act will be severely damaged for years, if not for a longer
period,” Merz said on Monday. “And we will show the world that, at such a
crucial moment in our history, we are incapable of standing together and acting
to defend our own political order on this European continent.”
Friedrich Merz’s predecessors, Olaf Scholz and Angela Merkel, were reluctant to
put the country in such an outspoken lead role internationally or within the EU.
| Maja Hitij/Getty Images
In a reflection of his government’s new assertiveness, Merz has made Berlin a
nexus of diplomacy over a potential peace deal. On Sunday and Monday he hosted
Ukrainian President Volodymyr Zelenskyy and U.S. special envoys Steve Witkoff
and Jared Kushner. On Monday evening, many of Europe’s most powerful leaders
converged over dinner in Berlin to discuss the outlines of a possible deal.
“Berlin is now at the center of very important diplomatic talks and decisions,”
Zelenskyy said Monday. “These talks are always complex, never easy, but they
were very productive.”
Merz, too, standing alongside the Ukrainian leader, appeared to play up the role
Germany has assumed in recent negotiations. “We have seen great diplomatic
momentum — perhaps the greatest since the start of the war,” he said. “We now
have the chance for a genuine peace process for Ukraine. This seedling is still
small, but the opportunity is real.”
MERZ OVERSTEPS
But Merz’s efforts to put Germany forward as a key EU leader on Ukraine and
other matters, from defense to trade, are also replete with risk.
European leaders have largely welcomed Merz’s willingness to take on a greater
leadership role — particularly the chancellor’s decision, even before he took
office, to unlock hundreds of billions of euros in borrowing to bolster
Germany’s military. But as Europe’s biggest economy, Germany’s exercise of power
within a union of 27 countries requires a delicate balancing act, and at times
of late, Merz has appeared to overstep.
After the Trump administration released its National Security Strategy, which
depicted the EU as a transnational body that “undermines political liberty and
sovereignty,” Merz condemned the document as “unacceptable.” At the same time he
offered Trump a workaround that seemed to undermine the EU even more: “If you
can’t get on board with Europe, then at least make Germany your partner.”
Merz has tried to assert German interests in EU trade negotiations as well as on
the issue of the EU’s proposed combustion engine ban, successfully watering it
down.
However, the greater risk for Merz lies in whether his latest efforts succeed or
fail. By depicting European leaders’ looming decisions on Russian assets this
week as a make-or-break moment for the EU and for Ukraine, Merz may be setting
himself up for embarrassment given Belgian and Italian opposition to the plan.
“It is a very active role that [Merz] is playing,” Röttgen told POLITICO. “Not
because there is great competition for a leadership role, but because, in my
view, Germany is currently best suited to take this initiative.”
“This also has something to do with the fiscal possibilities that exist in
Germany. We are by far the biggest supporter of Ukraine at the moment. But this
should not take the form of national support, but rather European support. It
needs to be organized, and in my view, that is a task for Merz.”
Gerardo Fortuna contributed to this report from Brussels.
The U.S. is offering Ukraine security guarantees similar to those it would
receive as part of NATO, American officials said Monday.
The offer is the strongest and most explicit security pledge the Trump
administration has put forward for Ukraine, but it comes with an implicit
ultimatum: Take it now or the next iteration won’t be as generous.
The proposal of so-called Article 5-like guarantees comes amid marathon talks
among special envoy Steve Witkoff, President Donald Trump’s son-in-law and
adviser Jared Kushner and Ukrainian and European officials in Berlin as
Washington tries to pressure Kyiv into accepting terms that will end the war.
Ukrainian President Volodymyr Zelenskyy and many European leaders have been
reluctant to reach a deal without an explicit U.S. security guarantee, fearful
that Russia, after a period of time, would attack again.
This latest U.S. offer appears to be an effort to assuage those concerns but
also to push Zelenskyy to act quickly.
“The basis of that agreement is basically to have really, really strong
guarantees, Article 5-like,” a senior U.S. official said. “Those guarantees will
not be on the table forever. Those guarantees are on the table right now if
there’s a conclusion that’s reached in a good way.”
President Donald Trump said later Monday that he had spoken with Zelenskyy and
European leaders by phone. Trump also said he had spoken to Russian President
Vladimir Putin, but did not say when.
“I think we’re closer now than we have been ever, and we’ll see what we can do,”
Trump told reporters at the White House. Asked if the offer for security
guarantees had a time limit, he said “the time limit is whenever we can get it
done.”
The discussions over the weekend largely focused on detailing the security
guarantees that the U.S. and Europe would provide Ukraine, but they also
included territory and other matters. Witkoff and Kushner were joined by Gen.
Alexus Grynkewich, head of U.S. European Command as well as the top commander
for NATO.
The U.S. expects that Russia would accept such an arrangement in a final deal,
as well as permit Ukraine to join the European Union. That could prove to be an
overly optimistic assessment, given the Kremlin’s refusal to give ground in
peace talks so far. And Moscow has yet to weigh in on any of the new agreements
being worked out in Europe over the last few days.
“We believe the Russians, in a final deal, will accept all these things which
allow for a strong and free Ukraine. Russia, in a final deal, has indicated they
were open to Ukraine joining the EU,” a second U.S. official said. Both
officials were granted anonymity because of the sensitive nature of the
negotiations.
It was not clear when or how the Trump administration would bring the new
details to Moscow. Russia expects the U.S. side will update it on the talks,
Kremlin spokesperson Dmitry Peskov said. He added Putin “is open to peace, to a
serious peace and serious decisions. He is absolutely not open to any tricks
aimed at stalling for time.”
The Kremlin said Monday it expected to be updated on the Berlin talks by the
U.S. side.
Asked whether the negotiations could be over by Christmas, Peskov said trying to
predict a potential time frame for a peace deal was a “thankless task.”
The second U.S. official said the Ukrainian delegation was pleasantly
“surprised” by Trump’s willingness to agree to firmer security guarantees and to
have them ratified by Congress so that they will endure beyond his presidency.
The U.S. side also spoke highly of its European counterparts, who have been
worried for months that the Trump team would force Ukraine to agree to
unfavorable conditions. European officials also sounded upbeat.
“The legal and material security guarantees that the U.S. has put on the table
here in Berlin are remarkable,” German Chancellor Friedrich Merz told reporters
during a press conference after the talks Monday.
Merz, along with his counterparts from Denmark, Finland, France, Italy, the
Netherlands, Norway, Poland, U.K., Sweden and the EU put out a statement
welcoming “significant progress” in the U.S. effort and committing to helping
Ukraine to end the war and deter Russian aggression, including through a
European-led multinational force for Ukraine supported by the U.S.
Over the weekend Zelenskyy conceded that Ukraine would not seek NATO membership,
a condition that Russia has repeatedly sought.
Trump, who skipped this week’s meetings in Berlin but has been briefed twice by
Witkoff and Kushner, planned to call into a dinner Monday for attending heads of
state, foreign ministers and security officials, the U.S. officials said.
“He’s really pleased with where [things] are,” the first U.S. official said.
Witkoff and Kushner also sought to narrow disputes between Ukraine and Russia
over what territory Moscow would control in a final deal. Russia has so far
insisted on controlling Ukraine’s eastern Donbas region, even parts that Moscow
hasn’t captured.
One of the U.S. officials said the talks focused on many of the specific
territorial considerations, stating that there is a proposal in the works but
yet to be finalized for Russia and Ukraine to split control of the Zaporizhzhia
nuclear power plant with each country having access to half of the energy
produced by the plant.
But the American officials mostly avoided specifics on how they aimed to bridge
other gaps on territorial disputes. They said they left Zelenskyy with
“thought-provoking ideas” on how to do so.
After Zelenskyy responds to the proposals, Witkoff and Kushner will discuss the
matter with Russia.
“We feel really good about the progress that we’ve made, including on
territories,” the first official said.
Next the U.S. will convene working groups, likely in Miami this weekend, where
military officials will pore over maps to solve the remaining territorial
issues.
“We believe that we have probably solved for … 90 percent of the issues between
Ukraine and Russia, but there’s some more things that have to be worked out,”
the first U.S. official said.
Hans Joachim Von Der Burchard in Berlin contributed to this report.
KYIV — In another deep-strike attack against Russia, Ukraine blew up a Russian
submarine docked in a secure naval base, Ukrainian counterintelligence agency
Security Service of Ukraine (SBU) said Monday.
The SBU said it critically damaged the Class 636.3 submarine “Varshavyanka”
(NATO reporting name: Kilo) in its home base at the port of Novorossiysk on the
Black Sea.
“Ukraine’s underwater drone Sub Sea Baby attacked a Russian submarine. The
explosion critically damaged the submarine and effectively disabled it. The
submarine was carrying four Kalibr cruise missile launchers, which Russia uses
to strike at the territory of Ukraine,” the SBU’s press service said, providing
video of the blast as evidence. POLITICO could not independently verify the
video.
The Russian ministry of defense so far has not issued any statements about the
attack on Novorossiysk, but Russian military bloggers claim the damage was
insignificant as the drone hit a nearby pier, nevertheless stating that such a
close call attack is a wake-up call.
The attack, if it was as destructive as the SBU claims, will be financially
costly for the Russian military. “The cost of a Varshavyanka-class submarine is
about $400 million. Given the international sanctions imposed, the construction
of a similar submarine could currently cost up to $500 million,” the SBU’s press
service said. It’s not known if any personnel were harmed.
The attack on Novorossiysk has become the latest in Ukraine’s deep-strike
campaign inside Russia against military and energy targets, now happening every
day. Earlier today, the SBU hit Russia’s oil rigs in the Caspian Sea for the
third time, days after Ukraine’s drones hit Russia’s oil refineries and several
cargo ships of the Russian shadow fleet.
“While diplomatic processes and negotiations are underway that could bring the
end of the war closer, we must not forget that Russian strikes continue every
day. [Vladimir] Putin is using the brutality of the strikes as leverage in
negotiations,” Ukrainian President Volodymyr Zelenskyy said in a statement at
the German-Ukrainian economic forum on Monday.
“Our ability to recover from strikes, our ability to produce weapons and strike
back, our ability to shoot down Russian missiles and drones — are our leverage
in negotiations,” Zelenskyy added, urging partners to keep supporting Ukraine’s
ability to resist Russian invasion.
BRUSSELS — When it comes to support for Ukraine, a split has emerged between the
European Union and its English-speaking allies.
In France and Germany, the EU’s two biggest democracies, new polling shows that
more respondents want their governments to scale back financial aid to Kyiv than
to increase it or keep it the same. In the United States, Canada and the United
Kingdom, meanwhile, respondents tilt the other way and favor maintaining
material support, according to The POLITICO Poll, which surveyed more than
10,000 people across the five countries earlier this month.
The findings land as European leaders prepare to meet in Brussels on Thursday
for a high-stakes summit where providing financial support to Ukraine is
expected to dominate the agenda. They also come as Washington seeks to mediate a
peace agreement between Moscow and Kyiv — with German leader Friedrich Merz
taking the lead among European nations on negotiating in Kyiv’s favor.
Across all five countries, the most frequently cited reason for supporting
continued aid to Ukraine was the belief that nations should not be allowed to
seize territory by force. The most frequently cited argument against additional
assistance was concerns about the cost and the pressure on the national
economy.
“Much of our research has shown that the public in Europe feels the current era
demands policy trade-offs, and financial support for Ukraine is no exception,”
said Seb Wride, head of polling at Public First, an independent polling company
headquartered in London that carried out the survey for POLITICO.
“In a time where public finances are seen as finite resources, people’s
interests are increasingly domestic,” he added.
WESTERN DIVIDE
Germans were the most reluctant to ramp up financial assistance, with nearly
half of respondents (45 percent) in favor of cutting financial aid to Kyiv while
only 20 percent wanted to increase it. In France 37 percent wanted to give less
and 24 percent preferred giving more.
In contrast to the growing opposition to Ukrainian aid from Europe, support
remains strikingly firm in North America. In the U.S., President Donald Trump
has expressed skepticism toward Kyiv’s chances of defeating Moscow and has sent
interlocutors to bargain with the Russians for peace. And yet the U.S. had the
largest share of respondents (37 percent) in favor of increasing financial
support, with Canada just behind at 35 percent.
Support for Ukraine was driven primarily by those who backed Democratic nominee
Kamala Harris in the 2024 election in the U.S. Some 29 percent of Harris voters
said one of the top three reasons the U.S. should support Ukraine was to protect
democracy, compared with 17 percent of supporters of U.S. President Donald
Trump.
“The partisan split in the U.S. is now quite extreme,” Wride said.
In Germany and France, opposition to assistance was especially pronounced among
supporters of far-right parties — such as the Alternative for Germany and
France’s National Rally — while centrists were less skeptical.
“How Ukraine financing plays out in Germany in particular, as a number of
European governments face populist challenges, should be a particular warning
sign to other leaders,” Wride said.
REFUGEE FATIGUE
Support for military assistance tracked a similar divide. Nearly 40 percent of
respondents in the U.S., U.K. and Canada backed higher levels of military aid,
with about 20 percent opposed.
In Germany 26 percent supported increased military aid to Ukraine while 39
percent opposed it. In France opinions were evenly split, with 31 percent
favoring an increase and 30 percent favoring cuts.
Germany was also the only country where a majority of respondents said their
government should accept fewer Ukrainians displaced by the war.
In a country that has taken in more than a million Ukrainian refugees since the
beginning of Russia’s full-scale invasion in 2022, 50 percent of Germans said
Berlin should admit fewer.
Half of respondents also said Germany should reduce support for Ukrainians
already settled in the country — a sign that public fatigue is extending beyond
weapons and budgets to the broader social and political pressures of the
conflict.
The softer support for Ukraine in France and Germany does not appear to reflect
warmer feelings toward Moscow, however. Voters in all five countries backed
sanctions against Russia, suggesting that even where publics want to pare back
aid they remain broadly aligned around punishing the aggressor and limiting
Russia’s ability to finance the war.
This edition of The POLITICO Poll was conducted from Dec. 5 to Dec. 9 and
surveyed 10,510 adults online, with at least 2,000 respondents each from the
U.S., Canada, the U.K., France and Germany. The results for each country were
weighted to be representative in terms of age, gender and geography, and have an
overall margin of sampling error of ±2 percentage points for each country.
Smaller subgroups have higher margins of error.
The survey is an ongoing project from POLITICO and Public First, an independent
polling company headquartered in London, to measure public opinion across a
broad range of policy areas. You can find new surveys and analysis each month at
politico.com/poll. Have questions or comments? Ideas for future surveys? Email
us at poll@politico.com.
LONDON — On the face of it, the new MI6 chief’s first speech featured many of
the same villains and heroes as those of her predecessors.
But in her first public outing Monday, Blaise Metreweli, the first female head
of the U.K.’s foreign intelligence service, sent a strong signal that she
intends to put her own stamp on the role – as she highlighted a wave of
inter-connected threats to western democracies.
Speaking at MI6’s HQ in London, Metreweli, who took over from Richard Moore in
October, highlighted a confluence of geo-political and technological
disruptions, warning “the frontline is everywhere” and adding “we are now
operating in a space between peace and war.”
In a speech shot through with references to a shifting transatlantic order and
the growth of disinformation, Metreweli made noticeably scant reference to the
historically close relationship with the U.S. in intelligence gathering — the
mainstay of the U.K.’s intelligence compact for decades.
Instead, she highlighted that a “new bloc and identities are forming and
alliances reshaping.” That will be widely seen to reflect an official
acknowledgement that the second Donald Trump administration has necessitated a
shift in the security services towards cultivating more multilateral
relationships.
By comparison with a lengthy passage on the seriousness of the Russia threat to
Britain, China got away only with a light mention of its cyber attack tendencies
towards the U.K. — and was referred to more flatteringly as “a country where a
central transformation is taking place this century.”
Westminster hawks will note that Metreweli — who grew up in Hong Kong and so
knows the Chinese system close-up — walked gingerly around the risk of conflict
in the South China Sea and Beijing’s espionage activities targeting British
politicians – and even its royals. In a carefully-placed line, she reflected
that she was “going to break with tradition and won’t give you a global threat
tour.”
Moore, her predecessor, was known for that approach, which delighted those who
enjoyed a plain-speaking MI6 boss giving pithy analysis of global tensions and
their fallout, but frustrated some in the Foreign Office who believed the
affable Moore could be too unguarded in his comments on geo-politics.
The implicit suggestion from the new chief was that China needs to be handled
differently to the forthright engagement with “aggressive, expansionist and
revisionist” Russia.
The reasons may well lie in the aftermath of a bruising argument within
Whitehall about how to handle the recent case of two Britons who were arrested
for spying for China, and with a growth-boosting visit to Beijing by the prime
minister scheduled for 2026.
Sources in the service suggest the aim of the China strategy is to avoid
confrontation, the better to further intelligence-gathering and have a more
productive economic relationship with Beijing. More hardline interpreters of the
Secret Intelligence Service will raise eyebrows at her suggestion that the
“convening power” of the service would enable it to “ defuse tensions.”
But there was no doubt about Metreweli’s deep concern at the impacts of
social-media disinformation and distortion, in a framing which seemed just as
worried about U.S. tech titans as conventional state-run threats: “We are being
contested from battlefield to boardroom — and even our brains — as
disinformation manipulates our understanding of each other.”
Declaring that “some algorithms become as powerful as states,” seemed to tilt
at outfits like Elon Musk’s X and Mark Zuckerberg’s Meta-owned Facebook.
Metreweli warned that “hyper personalized tools could become a new vector for
conflict and control,” pushing their effects on societies and individuals in
“minutes not months – my service must operate in this new context too.”
The new boss used the possessive pronoun, talking about “my service” in her
speech several times – another sign that she intends to put a distinctive mark
of the job, now that she has, at the age of just 48, inherited the famous
green-ink pen in which the head of the service signs correspondence.
Metreweli is experienced operator in war zones including Iraq who spent a
secondment with MI5, the domestic intelligence service, and won the job in large
part because of her experience in the top job via MI6’s science and technology
“Q” Branch. She clearly wants to expedite changes in the service – saying
agents must be as fluent in computer coding as foreign languages. She is also
expected to try and address a tendency in the service to harvest information,
without a clear focus on the action that should follow – the product of a glut
of intelligence gathered via digital means and AI.
She was keen to stress that the human factor is at the heart of it all — an
attempt at reassurance for spies and analysts wondering if they might be
replaced by AI agents as the job of gathering intelligence in the era of facial
recognition and biometrics gets harder.
Armed with a steely gaze Metreweli speaks fluent human, occasionally with a
small smile. She is also the first incumbent of the job to wear a very large
costume jewelry beetle brooch on her sombre navy attire. No small amount of
attention in Moscow and Beijing could go into decoding that.
LONDON — The U.K.’s top military brass are not pulling their punches with a
flurry of interventions in recent weeks, warning just how stark the threat from
Russia is for Europe, well beyond Ukraine’s borders.
British military chiefs have been hammering home just what is at stake as
European leaders gather in Berlin for the latest round of talks, hoping to break
the stalemate in peace negotiations between Russia and Ukraine.
They have also been speaking out as the Ministry of Defence and U.K. Treasury
hammer out the details of a landmark investment plan for defense.
Here are 5 of the most striking warnings about the threats from Russia.
1. RUSSIA’S ‘EXPORT OF CHAOS’ WILL CONTINUE
Intelligence chief Blaise Metreweli called out the acute threat posed by an
“aggressive, expansionist, and revisionist” Russia in a speech on Monday.
“The export of chaos is a feature not a bug in the Russian approach to
international engagement; and we should be ready for this to continue until
Putin is forced to change his calculus,” the new boss of MI6 said.
That warning also comes with some fighting talk. “Putin should be in no doubt,
our support is enduring. The pressure we apply on Ukraine’s behalf will be
sustained,” Metreweli added.
2. BRITAIN WON’T RULE THE WAVES WITHOUT WORKING FOR IT
Navy boss Gwyn Jenkins used a conference in London last week to draw attention
to the rising threat of underwater attack.
“The advantage that we have enjoyed in the Atlantic since the end of the Cold
War, the Second World War, is at risk. We are holding on, but not by much,”
Britain’s top sea lord said.
In what appeared to be a message to spendthrift ministers, he warned: “There is
no room for complacency. Our would-be opponents are investing billions. We have
to step up or we will lose that advantage. We cannot let that happen.”
3. SPY GAMES EVERYWHERE
U.K. Defense Secretary John Healey called reporters to Downing Street last month
to condemn the “deeply dangerous” entry of the Russian spy ship — the Yantar —
into U.K. waters.
Britain deployed a Royal Navy frigate and Royal Air Force P8 planes to monitor
and track the vessel, Healey said. After detailing the incursion, the U.K.
Cabinet minister described it as a “stark reminder” of the “new era of threat.”
“Our world is changing. It is less predictable, more dangerous,” he said.
4. NO WAY OUT
Healey’s deputy, Al Carns, followed up with his own warning last week that
Europe must be prepared for war on its doorstep.
Europe is not facing “wars of choice” anymore, but “wars of necessity” which
will come with a high human cost, Carns said, citing Russia’s invasion of
Ukraine as an example.
He was speaking at the launch of the U.K.’s new British Military Intelligence
Service, which will bring together units from the Royal Navy, British Army and
Royal Air Force in a bid to speed up information sharing.
5. EVERYONE’S GOT TO BE READY TO STEP UP
U.K. Chief of Defence Staff Richard Knighton is set to call on Monday for the
“whole nation” to step up as the Russian threat to NATO intensifies.
“The war in Ukraine shows Putin’s willingness to target neighboring states,
including their civilian populations, potentially with such novel and
destructive weapons, threatens the whole of NATO, including the UK,” Knighton is
due to say at the defense think tank RUSI on Monday evening, according to
prepared remarks.
“The situation is more dangerous than I have known during my career and the
response requires more than simply strengthening our armed forces. A new era for
defense doesn’t just mean our military and government stepping up — as we are —
it means our whole nation stepping up,” he’ll also note.
Jamie Dettmer is opinion editor and a foreign affairs columnist at POLITICO
Europe.
Over the past few days, Ukraine has been hitting Russia back as hard as it can
with long-range drone strikes, and it has three objectives in mind: lifting
Ukrainian spirits as the country suffers blackouts from Russia’s relentless air
attacks; demonstrating to Western allies that it has plenty of fight left; and,
finally, cajoling Moscow into being serious about peace negotiations and
offering concessions.
However, the latter is likely to be a forlorn endeavor. And at any rate, amid
the ongoing diplomatic chaos, which negotiations are they aiming for?
U.S. President Donald Trump’s negotiators have been talking up the prospects of
a peace deal — or at least being closer to one than at any time since Russia’s
invasion began nearly four years ago. But few in either Kyiv or Europe’s other
capitals are persuaded the Kremlin is negotiating in good faith and wants a
peace deal that will stick.
German Chancellor Friedrich Merz certainly doesn’t think so. Last week, he
argued that Russian President Vladimir Putin is just spinning things out,
“clearly playing for time.”
Many Ukrainian politicians are also of a similar mind, including Yehor Cherniev,
deputy chairman of the Committee on National Security, Defense and Intelligence
of Ukraine’s Rada: “We see all the signals they’re preparing to continue the
war, increasing arms production, intensifying their strikes on our energy
infrastructure,” he told POLITICO.
“When it comes to the talks, I think the Russians are doing as much as they can
to avoid irritating Donald Trump, so he won’t impose more sanctions on them,” he
added.
Indeed, according to fresh calculations by the German Institute for
International and Security Affairs’ Janis Kluge, Russia has increased its
military spending by another 30 percent year-on-year, reaching a record $149
billion in the first nine months of 2025.
The war effort is now eating up about 44 percent of all Russian federal tax
revenue — a record high. And as social programs are gutted to keep up, some
Western optimists believe that Russia’s anemic growing economy and the
staggering cost of war mean Putin soon won’t have any realistic option but to
strike an agreement.
But predictions of economic ruin forcing Putin’s hand have been made before. And
arguably, Russia’s war economy abruptly unwinding may pose greater political and
social risks to his regime than continuing his war of attrition, as Russian
beneficiaries — including major business groups, security services and military
combatants — would suffer a serious loss of income while seeking to adapt to a
postwar economy.
The war also has the added bonus of justifying domestic political repression.
War isn’t only a means but an end in itself for Putin, and patriotism can be a
helpful tool in undermining dissent.
Nonetheless, the introduction of Trump’s son-in-law Jared Kushner as a key
negotiator is significant — he is “Trump’s closer” after all, and his full
engagement suggests Washington does think it can clinch a deal with one last
heave. Earlier this month, U.S. Special Envoy Gen. Keith Kellogg had indicated a
deal was “really close,” with a final resolution hanging on just two key issues:
the future of the Donbas and the Zaporizhzhia nuclear power plant. The
negotiations are in the “last 10 meters,” he said.
But again, which negotiations? Those between Washington and Moscow? Or those
between Washington and Kyiv and the leaders of Europe’s coalition of the
willing? Either way, both have work to do if there is to be an end to the war.
Putin has refused to negotiate with Kyiv and Europe directly, in effect
dispatching Trump to wring out concessions from them. And no movement Trump’s
negotiators secure seems to satisfy a Kremlin that’s adept at dangling the
carrot — namely, a possible deal to burnish the U.S. president’s self-cherished
reputation as a great dealmaker, getting him ever closer to that coveted Nobel
Peace Prize.
Of course, for Putin, it all has the added benefit of straining the Western
alliance, exploiting the rifts between Washington and Europe and widening them.
All the frenzied diplomacy underway now seems more about appeasing Trump and
avoiding the blame for failed negotiations or for striking a deal that doesn’t
stick — like the Minsk agreements.
For example, longtime Putin opponent Mikhail Khodorkovsky’s New Eurasian
Strategies Center believes the Russian president remains “convinced that Russia
retains an advantage on the battlefield,” and therefore “sees no need to offer
concessions.”
“He prefers a combination of military action and diplomatic pressure — a tactic
that, in the Kremlin’s view, the West is no longer able to resist. At the same
time, any peace agreement that meets Russia’s conditions would set the stage for
a renewed conflict. Ukraine’s ability to defend itself would be weakened as a
result of the inevitable political crisis triggered by territorial concessions,
and the transatlantic security system would be undermined. This would create an
environment that is less predictable and more conducive to further Russian
pressure,” they conclude.
Indeed, the only deal that might satisfy Putin would be one that, in effect,
represents Ukrainian capitulation — no NATO membership, a cap on the size of
Ukraine’s postwar armed forces, the loss of all of the Donbas, recognition of
Russia’s annexation of Crimea, and no binding security guarantees.
But this isn’t a deal Ukrainian President Volodymyr Zelenskyy can ink — or if he
did, it would throw Ukraine into existential political turmoil.
“I don’t see the Parliament ever passing anything like that,” opposition
lawmaker Oleksandra Ustinova told POLITICO. And if it did, “it might lead to a
civil war” with many patriots who have fought, seeing it as a great betrayal,
she added. “Everybody understands, and everybody supports Zelenskyy in doing
what he’s doing in these negotiations because we understand if he gives up,
we’re done for.”
Not that she thinks he will. So, don’t expect any breakthroughs in the so-called
peace talks this week.
Putin will maintain his maximalist demands while sorrowfully suggesting a deal
could be struck if only Zelenskyy would be realistic, while the Ukrainian leader
and his European backers will do their best to counter. And they will all be
performing to try and stay in Trump’s good books.
BRUSSELS — The European Union faces a critical week as it seeks to shield
Ukraine from a humiliating peace deal carved out by the U.S. and Russia while
attempting to salvage an agreement to fund a multi-billion euro loan to keep
Kyiv afloat.
After a series of stinging attacks from Washington ― including Donald Trump
telling POLITICO that European leaders are “weak” ― the coming days will be a
real test of their mettle. On Monday leaders will attempt to build bridges and
use their powers of persuasion over the peace agreement when they meet Ukraine
President Volodymyr Zelenskyy and U.S. officials in Berlin. At the same time in
Brussels, EU foreign ministers and diplomats will battle to win over a growing
number of European governments that oppose the loan plan.
By Thursday, when all 27 leaders gather in the Belgian capital for what promises
to be one of the most pivotal summits in years, they’ll hope to have more
clarity on whether the intense diplomacy has paid off. With Trump’s stinging
put-downs ― Europe’s leaders “talk, but they don’t produce” ― and NATO chief
Mark Rutte’s stark warnings about the the threat from Russia ringing in their
ears, they’re taking nothing for granted.
“We are Russia’s next target, and we are already in harm’s way,” Rutte said last
week. “Russia has brought war back to Europe and we must be prepared for the
scale of war our grandparents and great grandparents endured.”
Little wonder then that European officials are casting the next few days as
existential. The latest shot of 11th-hour diplomacy will see the leaders of the
U.K., Germany and possibly France, potentially with Trump’s son-in-law Jared
Kushner and his special envoy Steve Witkoff, meeting with Zelenskyy in Berlin.
As if to underscore the significance of the meeting, “numerous European heads of
state and government, as well as the leaders of the EU and NATO, will join the
talks” after the initial discussion, said Stefan Kornelius, spokesperson for
German Chancellor Friedrich Merz. French President Emmanuel Macron hasn’t
confirmed his attendance but spoke to Zelenskyy by telephone on Sunday.
The discussion will represent Europe’s attempt to influence the final
settlement, weeks after a 28-point peace plan drafted by Witkoff — reportedly
with the aid of several Kremlin officials — provoked a furious backlash in both
Kyiv and European capitals. They’ve since scrambled to put together an
alternative.
Further European disunity this week would send a “disastrous signal to Ukraine,”
said one EU official. That outcome wouldn’t just be a hammer blow to the
war-struck nation, the official added: “It’s also fair to say that Europe will
then fail as well.”
EMPTYING TERRITORIES
This time the focus will be on a 20-point amendment to the plan drafted by Kyiv
and its European allies and submitted to Washington for review last week.
The contents remain unclear, and nothing is decided, but the fate of the
Ukrainian territories under Russian occupation is particularly thorny. Trump has
pitched emptying out the territories of Ukrainian and Russian troops and
establishing a demilitarized “free economic zone” where U.S. business interests
could operate.
Ukraine has rejected that proposal, according to a French official, who was
granted anonymity because of the sensitivity of the negotiations.
The U.S. has insisted on territorial concessions despite fierce European
objections, the official added, creating friction with the Trump administration.
Leaders will attempt to build bridges and use their powers of persuasion over
the peace agreement when they meet Ukraine President Volodymyr Zelenskyy and
U.S. officials in Berlin. | Antonio Masiello/Getty Images
Europe’s leaders insist there can be no progress on territory before Ukraine is
offered security guarantees.
In a sign of movement toward some kind of deal, Zelenskyy said over the weekend
he was willing to “compromise” and not demand NATO membership for Ukraine.
Instead, the country should be afforded an ad-hoc collective defense
arrangement, he told journalists in a WhatsApp conversation.
“The bilateral security guarantees between Ukraine and the United States … and
the security guarantees from our European colleagues for us, as well as from
other countries such as Canada and Japan ― these security guarantees for us
provide an opportunity to prevent another outbreak of Russian aggression,” he
said.
REPEATED SETBACKS
Europe will have further opportunities to discuss the way forward after Monday.
EU affairs ministers will continue on Tuesday in Brussels to thrash out plans
for Thursday’s summit. In between, Wednesday will see the leaders of Europe’s
“Eastern flank” ― with countries including the Baltics and Poland represented ―
huddle in Helsinki.
The EU has been trying for months to convince Belgian Prime Minister Bart De
Wever to consent to a plan to use the cash value of the €185 billion in Russian
state assets held in Brussels-based depository Euroclear to fund and arm
Ukraine. (The remainder of the total €210 billion financial package would
include €25 billion in frozen Russian assets held across the bloc.)
In a sign the chances of a deal at Thursday’s summit are worsening rather than
improving, Italy — the EU’s third-largest country — sided with Belgium’s demands
to look for alternative options to finance Ukraine in a letter on Friday that
was also signed by Malta and Bulgaria.
Czechia’s new Prime Minister Andrej Babiš also rejected the plan on Sunday.
“The more such cases we have the more likely it is that we will have to find
other solutions,” an EU diplomat said.
The five countries — even if joined by pro-Kremlin Hungary and Slovakia — would
not be able to build a blocking minority, but their public criticism erodes the
Commission’s hopes of striking a political deal this week.
A meeting of EU ambassadors originally planned for Sunday evening was postponed
until Monday.
While the last-minute diplomatic effort has left many concerned the money might
not be approved before the end of the year, with Ukraine in desperate need of
the cash, three diplomats insisted they were sticking to the plan and that no
alternatives were yet being considered.
Belgium is engaging constructively with the draft measures, actively making
suggestions and changes in the document to be considered when ambassadors meet
on Monday, one of the diplomats and an EU official said.
The decision on the Russian assets is “a decision on the future of Europe and
will determine whether the EU is still a relevant actor,” a German official
said. “There is no option B.”
Bjarke Smith-Meyer, Nick Vinocur, Victor Jack and Zoya Sheftalovich in Brussels,
Veronika Melkozerova in Kyiv, Clea Caulcutt and Laura Kayali in Paris and Nette
Nöstlinger in Berlin contributed to this report.
Ukrainian President Volodymyr Zelenskyy and U.S. envoys arrived in Berlin on
Sunday for another round of peace talks, with Kyiv emphasizing that strong
security guarantees are an essential component of any prospective deal to end
the war.
Zelenskyy said there will be “meetings in Berlin today and tomorrow” to discuss
the proposals on the table to find an end to the conflict in Ukraine.
Zelenskyy said he will meet personally with U.S. President Donald Trump’s
special envoy Steve Witkoff and Trump’s son-in-law Jared Kushner in Berlin.
Ukrainian, U.S. and European officials will hold a series of meetings in Berlin,
Zelenskyy said. But the exact timing and scope of the talks haven’t been
disclosed. Delegations will be meeting on Sunday, according to media reports,
followed by a summit on Monday that will include U.K. Prime Minister Keir
Starmer, French President Emmanuel Macron and German Chancellor Friedrich Merz.
“The summit in Berlin is important: we are meeting with both the Americans and
the Europeans,” Zelenskyy told journalists in a WhatsApp group chat on Sunday,
according to a transcript of his remarks. “It is important for us. And believe
me, we have done a lot to ensure that these parties all meet together.”
Zelenskyy emphasized the need for Ukraine to receive firm guarantees from the
United States and European allies that would be similar to those offered to NATO
members, according to the transcript of the group chat.
“These security guarantees are an opportunity to prevent another wave of Russian
aggression,” the Ukrainian leader said. “And this is already a compromise on our
part.”
Zelenskyy emphasized that the security guarantees would need to be legally
binding and supported by the U.S. Congress. He said he expected an update from
his team following a meeting between Ukrainian and U.S. military officials in
Stuttgart.
“Most importantly, I will be meeting with envoys of President Trump, and there
will also be meetings with our European partners, with many leaders, concerning
the foundation of peace — a political agreement to end the war,” Zelenskyy said
in an address late Saturday.
Merz this week said Germany is inviting Washington to join a meeting in Berlin
to discuss Ukraine. But whether Washington joins will “very much depend” on
progress in negotiations “over the weekend” on the underlying documents, he
added.
The chancellor’s spokesperson, Stefan Kornelius, said separately that “numerous
European heads of state and government, as well as the leaders of the EU and
NATO, will join the talks,” which will follow the meeting of the German, French
and U.K. leaders in Berlin.
The talks in Berlin are to discuss the latest version of a 20-point peace plan
brokered by the U.S. just days after Ukraine sent its revised version to
Washington. The plan proposes a demilitarized “free economic zone” in the Donbas
region where American business interests could operate.
A major sticking point in the negotiations is the fate of territory in eastern
Ukraine, which Kyiv refuses to cede after Moscow’s occupation. European leaders
are racing to assert their relevance in the process amid concerns that
Washington’s proposals lean toward Russia and put demands on Ukraine that
Zelenskyy will not be able to accept.