BRITAIN’S LABOUR PARTY STARES INTO THE ABYSS IN ITS WELSH HEARTLAND
In the old coalfields of south Wales, Britain’s center-left establishment faces
being crushed by a nationalist left and populist right. POLITICO went to find
out why.
By DAN BLOOM
and SASCHA O’SULLIVAN
in Newport, South Wales
Photo-Illustration by Natália Delgado/POLITICO
Eluned Morgan, the Welsh first minister, stood in a sunbeam at Newport’s
Victorian market and declared: “Wales is ready for a new chapter.”
Many voters agree. The problem for Morgan is: few think she’ll be the one to
write it.
This nation of 3 million people, with its coalfields, docks, mountains and
farms, is the deepest heartland of Morgan’s center-left Labour Party. Labour has
topped every U.K. general election here for 104 years and presided over the
Welsh parliament, the Senedd, since establishing it 27 years ago.
Yet Senedd elections on May 7 threaten not only to end this world-record winning
streak, but leave Welsh Labour fighting for a reason to exist.
One YouGov poll in January put the party joint-fourth with the Conservatives on
10 percent, behind Welsh nationalists Plaid Cymru on 37 percent, Nigel Farage’s
populist Reform UK on 23 percent and the Greens on 13 percent. Other polls are
less dramatic (one last week had Reform and Plaid equal, and Labour a closer
third), but the mood remains stark.
The most common projection for the 96-seat Senedd is a Plaid minority government
propped up by Labour — blowing a hole in Labour’s status as the default
governing party and safe vote to stop the right, and echoing recent by-elections
in Caerphilly (won by Plaid) and Manchester (won by Greens).
POLITICO visited south Wales and spoke to 30 politicians and officials across
Labour, Plaid and Reform. | Dan Bloom/POLITICO
It would raise the simple question, said a senior Welsh Labour official granted
anonymity to speak frankly: “What is the point in this party?’”
POLITICO visited south Wales and spoke to 30 politicians and officials across
Labour, Plaid and Reform, including interviews with all three of their Welsh
leaders, for this piece and an episode of the Westminster Insider podcast. The
conversations painted a vivid picture of a center-left establishment fighting
for survival in an election that could echo far beyond Wales.
While in the 1980s Welsh Labour could unite voters against Margaret Thatcher’s
Conservatives, now it is battling demographic changes, a decline in unionized
heavy industry and an anti-incumbent backlash. All have killed old loyalties and
habits.
Squeezed by Plaid and Greens to their left and Reform to their right, some in
Labour see parallels with other mainstream postwar parties facing a reckoning
across Europe. This week, Germany’s conservative Christian Democrats and
center-left Social Democrats lost to the Greens in the car production region of
Baden-Württemberg; the latter barely scraped 5 percent. In the recent Manchester
by-election, the Conservatives lost their deposit.
Welsh Labour MPs fear a reckoning. One said: “We will have to start again. We
rebuild. We figure out, what does Welsh Labour mean in 2026? What do we stand
for?”
NEW CHAPTER, SAME AUTHOR
It takes Morgan 20 minutes to walk the 500 meters from Newport Market to our
interview. Some passers-by flag her down; others she ambushes. We pass a baked
goods shop (“Ooh, Gregg’s! That’s what I want!”) and Morgan emerges with a
latte, though not with one of the chain’s famous sausage rolls. She introduces
herself to one woman as “Eluned Morgan, first minister of Wales.” Her target
looks vaguely bemused.
After the Covid pandemic, people are simply more aware of what the Welsh
government actually does — which means Labour, as the incumbent, gets more blame
when things go wrong. | Matthew Horwood/Getty Images
A peer and ex-MEP who joined the Senedd in 2016, Morgan is a fixture of Wales’
Labour establishment who became first minister unopposed in August 2024 after
her predecessor, Vaughan Gething, resigned over a donations scandal.
“I didn’t have a mandate really, because I was just kind of thrown in,” she
tells POLITICO midway up the high street. “I thought, right, I need a program,
so I went out on the streets and took my program directly from the public
without any filter.”
She is selling a nuts-and-bolts offer of new railway stations, a £2 bus fare cap
and same-day mental health care. Morgan casts herself as the experienced option
to beat what she calls the “separatists” of Plaid and the “concerning” rise of
populism. She means Reform, which wants to scrap net zero targets and cut 580
Welsh civil service jobs.
Yet paradoxically, she also paints herself as a vessel for change. “[People]
want to see change faster,” she said in John Frost Square, named after the
leader of an 1839 uprising that demanded voting rights for all men. She wants to
show “delivery” and “hope.”
Dimitri Batrouni, Newport Council’s Labour leader, suggested an Amazonification
of politics is under way. “Our lives commercially are instant,” he said. “I want
something, I order it, it’s delivered to my house … people quite naturally want
that in their governments.”
But after 27 years, many voters are rolling the dice on delivery elsewhere.
Welsh Labour is promising to end homelessness by 2034, but previously made the
same pledge by 2026. Around 6,900 people are still waiting two years or more for
NHS treatment (though this figure was 10 times higher during the Covid-19
pandemic). Education rankings slumped in 2023.
At Newport’s Friars Walk shopping center, retired mechanical engineer Roy
Wigmore, 81, said all politicians are liars. “I’ve voted Labour all my life
until now,” he said, “but I’ll probably vote for somebody else — probably Nigel
Farage.”
‘SHIT, WELL, HE DIDN’T CALL ME’
Much of this anger is pointed at Westminster — which is why Labour has long
tried to show a more socialist face to Wales.
It was the seat of Labour co-founder Keir Hardie as well as of Nye Bevan, who
launched Britain’s National Health Service in 1948. “Welsh Labour” was born out
of the first Senedd-style elections in 1999, when Plaid surged in south Wales
heartlands while Tony Blair’s New Labour appealed to the middle classes. For
years, this deliberate rebranding worked; Labour pulled through with the most
seats even when the Tories ruled Westminster.
Yet in 2024, the party boasted of “two Labour governments at both ends of the
M4” — in London and in Cardiff — working in harmony. The emphasis soon flipped
back when things went wrong in No. 10; Morgan promised a “red Welsh way” last
May. She is “trying to find our identity again,” said the MP quoted above.
Morgan appeared to disown the “both ends of the M4” approach, while declining to
call it a mistake. “Look, that was a decision before I became first minister,”
she said.
A peer and ex-MEP who joined the Senedd in 2016, Morgan is a fixture of Wales’
Labour establishment who became first minister unopposed in August 2024 after
her predecessor, Vaughan Gething, resigned over a donations scandal. | Matthew
Horwood/Getty Images
She tries to be playful in distancing herself from Keir Starmer. “He came down a
couple of weeks ago and I was very clear with him, if you’re coming you need to
bring something with you. Fair play, he brought £14 billion of investment,” she
said. “If he wants to come again, he’ll have to bring me more money.”
But she has also hitched herself to Starmer for now — unlike Scottish Labour
leader Anas Sarwar, who has called for the PM to go. As we sat down, Morgan
professed surprise at news that Sarwar called several Cabinet ministers
beforehand.
“Did he! Shit, well, he didn’t call me,” she said.
“Look at the state of the world at the moment; actually what we need is
stability,” she added. “We need the grown-ups in the room to be in charge, and I
do think Keir Starmer is a grown-up.”
‘ELUNED WASN’T HAPPY’
Morgan has mounted a fightback since Plaid won October’s Caerphilly
by-election.
She has hired Matt Greenough, a strategist who worked on London Mayor Sadiq
Khan’s re-election campaign last year, said three people with knowledge of the
appointment.
One of the people said: “During Caerphilly, it became quite clear there were a
lot of problems. Eluned wasn’t happy with Welsh Labour or the way the campaign
was running. She did a lot of lobbying and got the Welsh executive to basically
give her complete power over the campaign.” Morgan “was angry that the central
party [in London] took control of the Caerphilly by-election,” another of the
people added.
(A Morgan ally disputed this reading of events, saying she would always take a
bigger role as the election drew near, and that a wide range of Labour figures
are involved in the campaign committee such as a Westminster MP, Torsten Bell.)
Morgan also has more support these days from Labour’s MPs — who pushed last year
for her to focus less on Plaid and more on Reform. That lobbying may have been a
mistake, the MP quoted above admits now. “We were quite naive in thinking that
the progressives would back us,” this MP said.
Privately, Labour politicians and officials in Wales say the mood and prospects
are better than the start of 2026. Though asked if Labour would win the most
seats in the Senedd, Batrouni said: “Let’s look and see. It’s not looking good
in the polls but … politics changes so quickly.”
IT’S NOT JUST ABOUT KEIR STARMER
The harsh reality is that Labour’s base in Wales began slipping long before
Starmer, rooted in deindustrialization since the 1970s and 80s.
Newport, near England on the M4 corridor, has a measure of prosperity that other
parts of Wales do not. The 137-year-old market has had a makeover, Microsoft is
building data centers and U.S. giant Vishay runs Britain’s biggest semiconductor
plant. Here Labour is mostly expecting a fight between itself and Reform.
At Newport’s Friars Walk shopping center, retired mechanical engineer Roy
Wigmore, 81, said all politicians are liars. “I’ve voted Labour all my life
until now,” he said, “but I’ll probably vote for somebody else — probably Nigel
Farage.” | Jon Rowley/Getty Images
Wales’ west coast and north west are more Plaid-dominated, with more Welsh
speakers and independence supporters. But support for nationalists is spreading
in the southern valleys.
“All across the valleys you’re seeing places where Labour has dominated for 100
years plus but is now in deep, deep crisis,” said Richard Wyn Jones, professor
of Welsh politics at Cardiff University. “It has long been the case that a lot
of Labour supporters have had a very positive view of Plaid Cymru — they just
didn’t have a reason to vote for them until now.”
Wyn Jones attributes the change to trends across northern Europe, where
traditional left-wing parties have been “unmoored” from working-class
occupations. A growing service sector has brought more white-collar voters with
socially liberal values.
Carmen Smith, a 29-year-old Plaid campaigner who is the House of Lords’
youngest-ever peer, said Brexit had unhitched young, left-leaning voters from
the idea of British patriotism: “There are a lot more young people identifying
as Welsh rather than British.”
And after the Covid pandemic, people are simply more aware of what the Welsh
government actually does — which means Labour, as the incumbent, gets more blame
when things go wrong.
All the while, a left-behind contingent of socially conservative ex-Labour
voters is turning to Reform UK. At the Tumble Inn, a Wetherspoons chain pub in
the valley town of Pontypridd, retired gas engineer Paul Jones remembered: “You
could leave one job, walk a couple of hundred yards and start another job … it
was a totally different world. I wish we could get it back, but I don’t think
it’s going to happen.” He hasn’t voted for years but plans to back Reform.
THEY’VE BLOWN UP THE MAP
All these changes will be turbocharged by a new electoral map.
A previous Labour first minister, Mark Drakeford, introduced a more proportional
voting system which will see voters elect six Senedd members in each of 16
super-constituencies.
The results will reflect the mood better than U.K. general elections (Labour won
84 percent of Wales’ seats on a 37 percent vote share in 2024), but create a
volatile outcome. In the mega-constituency for eastern Cardiff, Wyn Jones
believes the six seats could be won by six parties: Labour, Plaid, Reform, the
Conservatives, Greens and Liberal Democrats.
Ironically, said the Labour MP quoted above, Welsh Labour is now polling so
badly that it could actually win more seats under the new system than the old
one.
Trying to win the sixth seat in each super-constituency will hoover up many
resources. The size of each patch changes how parties campaign, said Plaid’s
Westminster leader Liz Savile Roberts: “We’ve had to go to places that I’ve
never been to.”
And the scale means activists have a weaker connection to the candidates they
campaign for — compounded in Labour by many Senedd members stepping down. Just
six people turned up to one recent Labour door-knocking session in a heartland
seat.
A left-behind contingent of socially conservative ex-Labour voters is turning to
Reform UK. | Huw Fairclough/Getty Images
After May 8, the new system will make coalitions or informal support deals more
necessary to command a Senedd majority.
Morgan declined to say if she would support Plaid’s £400 million-a-year offer to
expand free childcare (which Labour says is unfunded), rather than see it voted
down. “I’m certainly not getting into hypotheticals,” she said. “I’m in this to
win it.”
Her rivals have other ideas.
THE PRESIDENT IS COMING
On the hill above Newport, a two-story presidential-style image of Rhun ap
Iorwerth filled a screen at the International Convention Centre above the words:
“New leadership for Wales.”
The former BBC presenter, who took over Plaid’s leadership in 2023, strained not
to make his February conference look like a premature victory lap. Members
could’ve been fooled. They struggled to find parking. There were more lobbyists;
more journalists.
It is a slow burn for a party founded in 1925, which won its first Westminster
seat in 1966.
Ap Iorwerth ramped up the anti-establishment rhetoric in his conference speech
while Lindsay Whittle, who won Caerphilly for Plaid in October’s by-election,
bellowed: “Rich men from London, we are waiting for you!”
Yet he insists his success is more than a protest vote, a trend sweeping Europe
or a mirror of Reform’s populism.
“I’d like to think that we’re doing something different,” Ap Iorwerth told
POLITICO. While Morgan accuses him of “separatism,” he said: “We have a growing
sense of Welsh nationhood and Welsh identity, at a time when there’s deep
disillusionment in the old guard of U.K. politics and a sense of needing to keep
at bay that populist right wing.”
Ap Iorwerth said there is a “very real danger” that Labour vanishes entirely as
a serious force in the Senedd. “The level of support that they have collapsed to
is a level that most people, probably myself included, could never have imagined
would happen so quickly,” he said.
INDEPENDENCE DAY?
But Plaid faces three big challenges to hold this pole position.
The first is its ground game, stretched thin to cover the new world of
mega-seats.
On the hill above Newport, a two-story presidential-style image of Rhun ap
Iorwerth filled a screen at the International Convention Centre above the words:
“New leadership for Wales.” | Matthew Horwood/Getty Images
The second is to remain distinct from Labour and the insurgent Greens while
running a broad left-leaning platform focused on energy costs, childcare and the
NHS.
The third is to convince unionist voters that Plaid is not simply a Trojan horse
for Welsh independence.
Independence is Plaid’s core belief, yet Ap Iorwerth did not mention the word
once in his speech, instead promising a “standing commission” to look at Wales’
future. He told POLITICO he would rather have a “sustained, engaging, deep
discussion … than try to crash, bang, wallop, towards the line.”
But opponents suggest Plaid will push hard for independence if they win a second
term in 2030 — like the Scottish National Party did after topping elections in
2007 then 2011.
One conference attendee, Emyr Gruffydd, 36, a member for 19 years, said
independence “is going to be part of our agenda in the future, definitely. But I
think nation-building has to be the approach that we take in the first term.”
Savile Roberts accepted that shelving talk of independence (which is still
supported by less than half the Welsh population) is part of a deliberate
strategy to broaden the party’s reach and keep a wide left-leaning appeal. “I
mean, we know the people that we need to appeal to — it is the disenchanted
Labour voters,” she said.
For some shoppers in Newport — not Plaid’s home turf — it may be working. One
ex-Labour voter, Rose Halford, said of Plaid: “All they want to do is make
everybody speak Welsh.” But she’ll consider backing them: “They’re showing a bit
more gumption, aren’t they?”
TAXING QUESTIONS FOR PLAID
If Plaid does win, that’s when the hard part begins.
Ap Iorwerth would seek urgent talks about changing Wales’ funding formula from
Westminster — but cannot say how much this would raise. And Plaid has vowed not
to hike income tax, one of the few (blunt) tax instruments available to the
Welsh government. Strategists looked at the issue before and feared it would
prompt taxpayers to flee over the border to England.
So Plaid promises vague financial “efficiencies” in areas such as child poverty,
where spending exceeded £7 billion since 2022, and health. Whittle said:
“There’s an awful lot of people pen-pushing in the health service. We don’t need
pen-pushers.”
Labour’s attack machine argues that Plaid and Reform UK alike would cut
services. Ap Iorwerth insists his and Farage’s promises are different: “We’re
talking about being effective and efficient.” But he admitted: “You don’t know
the detail until you come into government.”
Ap Iorwerth jettisoned any suggestion that Plaid would introduce universal basic
income, saying it is “not a pledge for government.” He added: “It’s something
that I believe in as a principle. I don’t think we’re in a place where we have
anything like a model that could be put in place now.”
Ap Iorwerth would seek urgent talks about changing Wales’ funding formula from
Westminster — but cannot say how much this would raise. | Matthew Horwood/Getty
Images
The blame game between Cardiff and Westminster will run hot. Ap Iorwerth voiced
outrage this week at a leaked memo from Starmer in December, ordering his
Cabinet to deliver directly in Wales and Scotland “even when devolved
governments may oppose this.”
FARAGE’S WELSH SURGE
And then there’s Reform. Farage’s party has rocketed in the polls since 2024;
typical branch meetings have swelled from a dozen members to several dozen.
Since February, Reform has even had its own leader for Wales — Dan Thomas, a
former Tory councillor in London who says he recently moved back to the area of
Blackwood, in the south Wales valleys.
Some party figures have observed a dip after the Caerphilly by-election, where
Reform came second. Thomas insists: “I don’t think we’ve plateaued” — and even
said there is room to increase a 31 percent vote share from one (optimistic)
poll. “There’s still a Labour vote to squeeze,” he told POLITICO. “We’re
targeting all of Wales.”
It is a measure of Plaid’s success that Reform UK often now presents the
nationalist party as its main competition. “It’s a two-horse race [with Plaid],
that’s what I say on the doors,” said Leanne Dyke, a Reform canvasser who was
drinking in the Pontypridd Wetherspoons.
James Evans, who is now one of Reform’s two Senedd members after he was thrown
out of the Conservative group in January on suspicion of defection talks, argues
his supporters are underrepresented in polling because they are “smeared” as
bigots.
Evans added: “Very similarly to what happened in America when Donald Trump was
elected, I think there is a quiet majority of people out there who do not want
to say they’re voting Reform, who will vote Reform.”
Reform has its own custom-built member app, ReformGo, as it canvasses data on
where its supporters live for the first time. It sent a mass appeal by post to
all registered Welsh voters in late 2025 (before spending limits kicked in).
Welsh campaign director David Thomas is recruiting a brand new slate of 96
candidates, booking hotels for training days with interviews, written exercises
and team-building. Daytime TV presenter Jeremy Kyle has helped with media
training. English officials cross the border to help; Reform still only has
three paid officials in Wales.
FARAGE HAS AN NHS PROBLEM
Lian Walker, a postal worker from the village of Pen-y-graig, would be a prime
target for Reform. “There’s people who I see on the databases, they don’t work,”
she said in Pontpridd’s Patriot pub, “but they get everything; new windows,
earrings, T-shirts, shorts.” She supports Reform’s plans to deport migrants.
But on the NHS, she says of Reform: “They want it to go private like America.”
Labour and Plaid drive this attack line relentlessly. The full picture is more
nuanced — but still exposes a tension between Farage and Thomas.
But Farage has an advantage; the right is less split than the left. | Ben
Birchall/PA Images via Getty Images
While Reform emphasizes it would keep the NHS free at the point of use, Farage
has not ruled out shifting its funding from general taxation to a French-style
insurance model, saying that would be “a national decision ahead of a general
election.”
Thomas, however, broke from this stance. He told POLITICO: “No, no. We rule out
any kind of insurance system or any kind of privatization.” He added: “Nigel’s
also said that devolved issues are down to the Welsh party, and I wouldn’t
consider any kind of insurance-based or private-based system for the Welsh NHS.”
Labour and Plaid are relying on an anti-Reform vote to keep Farage’s party out
of power. Opponents have also highlighted the jailing of Nathan Gill, Reform’s
former Welsh leader, for taking bribes to give pro-Russia interviews and
speeches.
But Farage has an advantage; the right is less split than the left. In Evans’
sprawling rural seat of Brecon and Radnorshire, two people with knowledge of the
Conservative association said its membership had fallen catastrophically from a
recent peak of around 400.
On the other hand, the sheer number of defections makes Reform look more like a
copycat Conservative Party. A former Tory staffer works for Evans; Thomas’ press
officer is the Welsh Conservatives’ former media chief. Evans said last year
that 99 percent of Reform’s policies were “populist rubbish,” but was allowed to
see the policy platform in secret before he agreed to join (and has since
contributed to it).
While the long-time former UKIP and Brexit Party politician Mark Reckless led a
policy consultation in the first half of 2025, former Conservative Welsh
Secretary David Jones — who defected without fanfare last year — played a
hands-on role behind the scenes working up manifesto policies, two people with
knowledge of his work said.
THE NIGEL SHOW
Then there is Reform’s reliance on Farage himself.
The party deliberately left it late before unveiling a Welsh leader, said a
Reform figure in Wales, and chose in Thomas a Welsh figure who would not
“detract from Nigel’s overall umbrella and brand.”
While Welsh officials and politicians worked on the manifesto, Farage himself
was involved in signing it off — as were several others in London, said Evans,
including frontbench spokespeople Robert Jenrick, Suella Braverman and Zia
Yusuf.
Thomas said: “Ultimately, it’s my decision to sign off the manifesto. Of course,
Nigel was consulted because he’s our U.K. leader, and we want to ensure that
what’s going on in Wales is aligned to the broader picture in the UK.”
Reform’s Welsh manifesto promises to cut a penny off every band of income tax by
2030, end Wales’ “nation of sanctuary” plan to support asylum seekers, scrap
20mph road speed limits and upgrade the M4 and A55 highways. But costings have
not been published yet — Reform has sent them to be assessed by the Institute
for Fiscal studies, a nonpartisan think tank — and like other parties, Reform
faces questions about how it will all be paid for.
Asked if Reform would begin work on the M4 and A55 upgrades by 2030, Thomas
replied: “We’d like to. But we all know in this country, infrastructure projects
take a long time.”
While Welsh officials and politicians worked on the manifesto, Farage himself
was involved in signing it off — as were several others in London, said Evans,
including frontbench spokespeople Robert Jenrick, Suella Braverman and Zia
Yusuf. | Huw Fairclough/Getty Images
‘I’VE GOT TO FOCUS ON WHAT I CAN CONTROL’
These harsh realities facing Wales’ would-be rulers are a silver lining for
Labour.
Morgan avoided POLITICO’s question about whether she believes the polls — “I’ve
got to focus on what I can control” — but insisted many voters remain
persuadable. “People will scratch the surface and say [our rivals] are not
ready,” she said.
Alun Michael, who led the first Welsh Labour administration in 1999, said the
idea that the Labour vote has “collapsed completely” is wrong. “It’s always
dangerous to go on opinion polls as a decider of what will happen in an
election,” he said.
Whoever does win will deserve a moment of levity.
If Ap Iorwerth wins the most seats on May 7, he will drink an Aperol spritz;
Thomas will have a glass of Penderyn Welsh whisky.
As for Morgan? She would like a cup of tea — milk, no sugar. Perhaps survival
would be sweet enough.
Tag - Populism
Georgios Samaras is an assistant professor of public policy at the School for
Government, King’s College London.
I’ve spent more than a year examining the media’s habit of using substitute
labels instead of calling the far right what it is — and this practice is now
everywhere.
Newsrooms cycle through a growing list of alternative descriptors, usually in
search of language that feels safer or less likely to trigger backlash: hard
right, alt-right, new right, religious right, national conservative,
traditionalist… The list keeps growing.
This would matter less if any of these terms added clarity, but most do not.
They’re vague, they aren’t grounded in political science research, and they blur
ideology rather than naming it, only to leave readers with softer language that
hides what these actors truly stand for. And there are grave consequences to
this mainstreaming.
Of course, none of this is new. Scholars of far-right mainstreaming, such as
Katy Brown and Aurelien Mondon, have shown how buzzwords — especially “populism”
— helped produce this kind of journalistic ambiguity. The far right understood
this dynamic long ago and has been exploiting it with discipline. Many of these
actors now routinely deem being described as “far right” as defamation, treating
accurate political description as if it were a form of vilification.
Instead, these parties— from Reform UK and France’s National Rally to Brothers
of Italy and Alternative for Germany — are selling a self-proclaimed
conservative vision that is wrapped in the language of common sense. Paired with
promises of order and national renewal, this is the standard trick for
presenting racist politics as natural, and smuggling some of the darkest ideas
of the 1930s back into public life under the cover of murky policy language.
Let’s take, for example, the concept of “remigration.” In political science,
remigration refers to the forced removal of minorities, especially those of
African and South Asian descent, through coercion, exclusion and mass
displacement — it’s ethnic cleansing dressed up in bureaucratic language. But
today this term is appearing across Western media with far too little scrutiny,
often treated as just another hardline immigration policy in the far-right
playbook.
We can observe the same pattern being applied to the “great replacement”
conspiracy theory, which which purports that political and cultural elites are
deliberately engineering demographic change by encouraging immigration and
higher birth rates among non-white, non-Christian populations to displace white
Christian Europeans. Claims that whole cities are being “lost” to Islam, “no-go
zones” and “two-tier policing” myths; distortions around grooming scandals; and
blatant lies about crime statistics are turning the conversation around
migration into a permanent moral panic.
While the effects of this are visible all across Europe, Britain’s Reform UK
presents one of the clearest cases — not least because the party has been at the
front of the line when it comes to legal threats and public pressure against
media outlets for using established terms to describe its ideology.
Alas, much of the media has also handed Reform UK an absurd amount of airtime.
This party, with just eight members of parliament, is routinely given a platform
to push extreme ideas with a free pass, while its figures pose as a
government-in-waiting more than three years ahead of the U.K.’s next general
election.
This is exactly how someone like Reform UK policy head Zia Yusuf has become such
a central figure. Not even an MP, Yusuf has been laying out his far-right vision
in plain sight, getting it amplified nonstop. He has threatened mass
deportations on a staggering scale — floating figures approaching 300,000 people
a day — called for an end to “Indefinite Leave to Remain” when it comes to
Brexit, and proposed an enforcement agency akin to the U.S. Immigration and
Customs Enforcement to carry it out. He has also boasted that Reform UK wouldn’t
just leave the European Convention of Human Rights, but “derogate from every
international agreement” standing in the way of its deportation agenda.
But while these slogans play well on X and rack up thousands of likes, the
second a journalist pushes back and calls this ideology what it is, the whole
act falls apart — as when BBC presenter Victoria Derbyshire pressed Yusuf to
name even one protected characteristic his party wanted to remove from the
Equality Act, and he couldn’t name a single one.
The ecosystem now has a global engine it would be naïve not to name — U.S.
President Donald Trump. | Olivier Douliery/AFP via Getty Images
This interview showed exactly how little substance sits behind the political
performance — and the vital importance of proper scrutiny. The problem is that
moments like this are growing increasingly rare.
The BBC’s reporting style, for example, is all too often shaped by internal
guidelines and a collapsing vision of performative neutrality. This was clearly
demonstrated in coverage of the death of 23-year-old Quentin Deranque in France
two weeks ago, with a report that described Deranque as a “far-right feminist” —
a phrase that invents a political category no serious politics course anywhere
in the world would recognize. Far-right politics and feminism come from
fundamentally different traditions and pursue fundamentally different aims.
But this isn’t a one-off example. These aren’t isolated editorial lapses. They
reflect a political climate that rewards euphemism and intimidation. And that
ecosystem now has a global engine it would be naïve not to name — U.S. President
Donald Trump.
Last year I wrote in POLITICO that Trump wants to poison global political
culture. What we’ve seen since is an effort to export a style that thrives on
bullying journalists and steadily lowering standards, including those of
political language.
It’s a lesson that travels fast. His European counterparts are catching up. They
now understand that these practices can pressure media organizations into
softening their language and normalizing their presence. And with far-right
parties topping the polls across so much of Europe, we’ve already passed the
mainstreaming stage.
Every uncritical mention of far-right rhetoric is an editorial decision with
political consequences. Every headline, every clip, every click adds weight.
This is how the line gets crossed. And how some media are no longer just
covering the far right but helping it speak.
LONDON — Keir Starmer thought he had mastered the special relationship. Donald
Trump’s Iran gambit is putting that assertion to the test.
Starmer has been trying to keep his distance, repeatedly stressing the U.K.
“played no role” in the joint U.S.-Israeli operation that killed Iranian Supreme
Leader Ayatollah Ali Khamenei — though he conceded late Sunday the U.S. will be
allowed to use British bases for the “specific and limited defensive purpose” of
hitting missile storage depots and launchers as Iran escalated its retaliatory
attacks.
“We were not involved in the initial strikes on Iran and we will not join
offensive action now,” Starmer said in a recorded message published on X Sunday
night.
The shift came after escalating threats to British troops and citizens from
missile and drone attacks. Just hours after the release of Starmer’s Sunday
statement, the Ministry of Defence told the Daily Mail that it was responding to
a suspected drone attack on a key British airbase in Limassol, Cyprus, at
midnight local time. There were no casualties.
The government is also scrambling to help tens of thousands of Britons stranded
in Gulf states amid airspace closures across the Middle East. Commercial
interests are also at risk: A Gibraltar-flagged oil tanker was struck Sunday by
“an unknown projectile” in the Strait of Hormuz near the United Arab Emirates,
though the United Kingdom Maritime Trade Operations Centre said it was able to
proceed after the resulting fire was extinguished.
But Starmer’s Middle East balancing act — neither condemning nor celebrating
Trump’s action, helping out but not joining in — risks pleasing no one.
“The Americans would have expected the U.K. to take this position,” former
Foreign Office Permanent Secretary Peter Ricketts told POLITICO. “The American
system, the Pentagon and State Department, won’t have been surprised. This is a
long-standing British position.”
That didn’t stop Trump ally Lindsey Graham from immediately branding the U.K.’s
initial understated joint response with France and Germany in the immediate wake
of the strikes early Saturday “pathetic.”
At home, Starmer’s ruling Labour Party, which was beaten into third place by
parties to its left and right in a by-election last week, is coming under
pressure to take a stand against Trump from the victors of that election, the
left-wing populist Green Party — which has already declared the U.S. and Israeli
strikes illegal.
“It’s quite astounding that we have a prime minister that seems to be singularly
incapable of standing up to Donald Trump and letting the U.K. stand on its own
two feet,” Green Party Leader Zack Polanski said in a BBC interview earlier
Sunday.
It all amounts to fresh political danger for Starmer, who already faced deep
questions about his ongoing leadership ahead of crucial midterm local elections
in May, and for the rest of his Labour allies.
WHO OWNS IT
U.K. Defence Secretary John Healey was on the media rounds Sunday, but declined
to answer questions about the legality of the U.S. attacks on Iran. “That is for
the U.S. to set out and explain; it’s not for me,” he said.
Green Party Leader Zack Polanski listens to new MP Hannah Spencer after her
victory in the Gordon and Denton by-election. Commenting on the US-Israeli
strikes, Polanski said it’s the “the law of the jungle” and “an end to
international law.” | Christopher Furlon/Getty Images
Polanski, still riding high from last week’s blowout victory for his party,
quickly seized on Healey’s equivocation. It’s the “law of the jungle” and “an
end to international law,” Polanski declared Sunday. It is a criticism that will
particularly sting Starmer — Britain’s former chief prosecutor.
A summary of the U.K. government’s legal position, published Sunday night,
stressed Britain would be solely focused on ending the threat of air and missile
attacks, and allowing U.S. to use U.K. bases did not signal involvement in the
broader conflict.
Polanski also pointed back at Labour’s willingness to join U.S. President George
W. Bush’s war in Iraq more than two decades ago, warning against any similar
move now. “I don’t think the British people want to see another war in that
region,” Polanski said.
Starmer acknowledged the “mistakes of Iraq” in his Downing Street statement
Sunday, and insisted the U.K. had “learned those lessons.”
NO, BACK THE AMERICANS
Starmer’s opponents on his right came in with a different line of attack.
Earlier Sunday, leaders of the U.K.’s main right-wing parties said Britain
should allow the U.S. to operate from its bases when striking Iran, amid reports
Starmer had blocked their use.
Reform UK Leader Nigel Farage, a close ally of Donald Trump, said in a social
media post that Starmer “needs to change his mind on the use of our military
bases and back the Americans in this vital fight.”
Conservative Shadow Foreign Secretary Priti Patel endorsed the U.S. actions
during a Sunday appearance on Sky and questioned why Starmer has “not actually
worked with our American allies to be much more proactive.”
ALREADY COUNTED OUT
Starmer remains keen to stress the U.K. is not involved in strikes on Iran.
Former Conservative Middle East Minister Alistair Burt said that the U.S. and
Israel would have expected Britain to take a step back in their planning.
“If you consider the nature of the individuals — [Israeli Prime
Minister Benjamin] Netanyahu and Trump — I suspect they would just have known
that the United Kingdom would not be in a position to support unless there was
some legal backing for it,” Burt said.
Calvin Bailey, a Labour MP and member of the U.K. parliament’s Defence
Committee, said the U.S. clearly didn’t need Britain’s help in executing its
operation against Iran, and said narrative being pushed by Labour’s political
opponents — “Are you with Trump or are you not?” — should be resisted.
Calvin Bailey, a Labour MP and member of the U.K. parliament’s Defence
Committee, said the narrative being pushed by Labour’s political opponents
should be resisted. | Nicola Tree/Getty Images
“If we allow people to base these things into simple us-and-them kind of
questions and decisions, then they become vehicles for populism,” he said.
LOGISTICAL DANGER
But now Starmer faces the reality of what is happening in the Middle East, and
how to respond. The immediate hurdle — and danger — for Starmer’s government
will be helping stranded British nationals.
More than 76,000 Brits have made themselves known via the U.K. government’s
Register Your Presence hub — a number that is almost certain to rise in the days
ahead.
And senior Labour figures see merit in Britain playing a leading role in
bringing stability to Iran.
“It takes great strength to try to stand in the way and call for diplomatic
solutions when so many have their blood up and are beating their chests on the
path to all-out war, but it must be done,” said Emily Thornberry, who chairs the
Commons’ Foreign Affairs Committee, adding that it won’t be “glamorous” and
“the armchair generals will be furious.”
Ricketts says Britain’s lack of involvement in the immediate strikes could give
London more leverage in the aftermath of the conflict.
“If the U.K. can be in the center of the post-conflict activity, then perhaps
there shouldn’t be too much damage from the position we took in the actual
strikes,” he said.
With those tricky local council elections looming in May, Starmer may not have
the luxury of a long game.
HOW ITALY’S MOST POLARIZING POLITICIAN HITCHED HIS COMEBACK TO THE WINTER
OLYMPICS
Matteo Salvini is betting on the infrastructure boost the Games will provide to
reassert himself on the national stage, but it may not be that simple.
By HANNAH ROBERTS
Illustration by Natália Delgado/POLITICO
For Italy’s Deputy Prime Minister Matteo Salvini, the Milan Cortina Winter
Olympics are not about sport. They are about survival.
It has been a bruising stretch for Italy’s most polarizing politician. Once the
dominant force on the right, the far-right leader is now a junior partner in a
government led by right-wing Prime Minister Giorgia Meloni. And a public split
within his League party this week, with deputy Roberto Vannacci leaving to form
a rival party, has underlined Salvini’s waning authority in domestic politics.
As he struggles to reassert himself on the national stage, the Games offer
something more tangible than political slogans. Sprawling across northern Italy
— the League’s traditional stronghold — and fueled by billions in public money,
the Games have become a chance for Salvini to demonstrate concrete delivery of
new funds, infrastructure and jobs to his voter base at a moment when his
leadership is in crisis.
In other words, a global sporting event repurposed as a regional infrastructure
push.
On a recent visit to an Olympic-linked construction site in Lombardy, Salvini,
wearing a blue Armani Italian team ski jacket, framed the Winter Olympics not as
a sporting spectacle, but as a once-in-a-generation opportunity to build
infrastructure that would outlast the event itself.
“I confess,” he said in an ironic response to criticism, “we are exploiting the
Olympics to build things for Lombardy that will remain for the next 50 years.”
However, it’s a plan with a number of risks and detractors, both outside and
within Salvini’s party.
KING OF THE NORTH?
For critics, Salvini’s Olympic strategy is less about legacy building and more
about damage control.
Gaetano Amato, an MP for the opposition 5Star Movement, said Salvini has been
trying to repair discontent among the League’s northern base, which is angered
by the party’s shift from its secessionist roots toward nationalist populism,
the elevation of hard-line figures such as Vannacci, and Salvini’s push for the
stalled Messina Bridge project.
The Olympics offer a way to rebalance that equation, Amato said. Salvini, who
declined to be interviewed for this article, is seeking to rebuild support in
the north through the flow of funds, jobs and contracts tied to the Games. The
party can now point to new roads, rail links and construction jobs, and argue
that it succeeded in forcing the central government to bankroll public works in
its strongholds.
For critics, Matteo Salvini’s Olympic strategy is less about legacy building
than damage control. | Simona Granati – Corbis/Corbis via Getty Images
The League is “dividing the spoils between the northern regions, and Salvini
hopes to win back votes in the north by giving out money and contracts,” Amato
said.
For scholars of Italy’s populist right, the appeal is straightforward. Daniele
Albertazzi, a professor of politics at the University of Surrey, said the Games
neatly reinforce Salvini’s narrative of himself as a man of action, versus his
opponents, whom he portrays as obstructionist.
“It’s kind of perfect for him,” Albertazzi said. With problems mounting, Salvini
risked “gliding towards a future leading a party that doesn’t have a reason to
exist any more.” His influence over strategic decisions has already narrowed,
with his priorities on issues such as pension reform and support for Ukraine
being repeatedly diluted or sidelined by Meloni.
But the risk is high: By tying his relevance so closely to execution of
Games-related infrastructure, Salvini also risks absorbing the political fallout
if costs spiral, contracts are mishandled or the promised legacy fails to
materialize, Albertazzi said.
IN-HOUSE CRITICS
The League has been able to exert unusually tight control over the Olympics. It
oversees the key ministries of infrastructure and finance, governs the two
principal host regions, and holds sway over both the public company delivering
the projects and the extraordinary commissioner appointed to fast-track them,
according to Duccio Facchini, author of “Oro Colato” (Pure Gold), who has
tracked the financing of the 2026 Olympics since they were assigned in 2019.
That concentration of authority, Facchini said, has allowed the party to unlock
funding for long-delayed infrastructure in the north, reviving projects not just
related to the Games, but conceived decades ago and repeatedly shelved in favor
of other priorities, such a bypass in Belluno.
But the strategy has its pitfalls: Prominent projects carry geological risks, or
environmental costs, including a cable car built on an area at risk of landslide
and a bobsled run that necessitated the felling of 850 trees on a sensitive
mountain landscape (the League says it will plant 10,000 trees in compensation).
Costs have ballooned while public services remain underfunded, and opposition
has flared in parts of the north, including host area Valtellina, where some
infrastructure is unfinished and major disruption to transport is feared.
Those tensions have spilled into the League itself, where Salvini’s effort to
turn Milan Cortina into a personal political showcase has met resistance.
By tying his relevance so closely to execution of Games-related infrastructure,
Salvini risks absorbing the political fallout if costs spiral. | Julian
Finney/Getty Images
Former Veneto President and League member Luca Zaia pushed back against attempts
to frame the project as “Salvini’s Olympics,” insisting that the bid and much of
the delivery rested with the Lombardy and Veneto regions, not with Rome. “The
Games in Veneto were my invention,” he told POLITICO. “If they fail, I am
responsible. Now that they are a great success, there will be many people who
will claim to be the father.”
The Games, Zaia said, were neither a favor to the north nor a national political
trophy, but infrastructure Italy should have built regardless. He pointed to the
new rail link to Venice airport, Italy’s third busiest, as a national gateway,
calling it “a business card for Italy,” and dismissed criticism by noting that
Rome regularly receives major infrastructure upgrades around Vatican Jubilee
years without comparable controversy.
Amato, the 5Star MP, questioned the durability of Salvini’s strategy. The deputy
PM’s two flagship infrastructure bets, he argued, were the Messina Bridge and
the Olympics.
“The bridge is not happening,” Amato said, adding that the Games risk becoming
“a disaster,” citing environmental damage, unfinished works and the prospect of
white elephants and abandoned sports infrastructure — as was the case with the
2006 Turin Winter Olympics.
If that happens, Salvini may find himself without another project to fall back
on, he warned.
ROME — Italian Deputy Prime Minister Matteo Salvini faces a battle to save his
far-right League party from electoral oblivion.
The party’s internal crisis exploded into public view last week after Salvini’s
maverick deputy, Roberto Vannacci, an ex-general and defender of fascist
dictator Benito Mussolini, threatened to form a splinter party to the right of
the League called National Future.
Salvini seeks to play down the split with his No. 2, but Vannacci’s move
revealed starkly how the League — a key part of Prime Minister Giorgia Meloni’s
right-wing ruling coalition — risks disintegrating as a political force before
next year’s elections.
Current and former party members told POLITICO that Salvini’s rift with Vannacci
had exposed a deeper and potentially devastating factional struggle at the heart
of the party — between moderates and extremists, and over whether the League
should return to its roots ad seek northern autonomy from Rome.
In the short term, weakness in the League could bring some relief to the
Atlanticist, pro-NATO Meloni, who is prone to irritation at the anti-Ukrainian,
Kremlin-aligned outbursts of Salvini and Vannacci, who are supposed to be her
allies. In the longer term, however, the party’s full implosion would
potentially make it harder for her to build coalitions and to maintain Italy’s
unusually stable government.
PUBLIC FEUD
The tensions between Salvini and Vannacci became impossible to disguise last
month.
On Jan. 24 Vannacci registered a trademark for his new National Future party. He
later distanced himself from an Instagram account announcing the party’s launch,
but hinted on X that he could still turn to social media to launch a party when
the time was ripe. “If I decide to open such channels, I will be sure to inform
you,” he said.
By Jan. 29 Salvini was in full firefighting mode. Speaking before the stately
tapestries of the Sala della Regina in Italy’s parliament, he insisted there was
“no problem.”
“There is space for different sensibilities in the League … we want to build and
grow, not fight,” he added, vowing to hold a meeting with Vannacci to set the
relationship back on course.
Many in the League are more hostile to Vannacci, however, particularly those
alarmed by the former paratrooper’s placatory language about Mussolini and
Russian leader Vladimir Putin. A powerful bloc in the League that is more
socially moderate — and deeply committed to northern autonomy — is pressing for
Salvini to take the initiative and fire Vannacci, according to two people
involved in the party discussions.
Daniele Albertazzi, a politics professor and expert on populism at the
University of Surrey, said a schism looked imminent. “[Vannacci] is not going to
spend years building someone else’s party,” Albertazzi said. “It’s clear he
doesn’t want to play second fiddle to Salvini.”
FROM ASSET TO LIABILITY
Vannacci emerged from obscurity in 2023 with a self-published bestseller “The
World Back to Front.” It espoused the Great Replacement Theory — a conspiracy
that white populations are being deliberately replaced by non-whites — and
branded gay people “not normal.” More recently he has stated he prefers Putin to
Ukrainian President Volodymyr Zelenskyy.
Vannacci emerged from obscurity in 2023, with a self-published bestseller “The
World Back to Front.” | Nicola Ciancaglini/Ciancaphoto Studio/Getty Images
Albertazzi said Vannacci was positioning himself on the extreme right. “You can
see it even in the typography of his symbol [for National Future], which evokes
the fascist era,” he said.
Salvini originally identified the military veteran as a lifeline who could
reverse the League’s flagging fortunes.
Salvini had early success in transforming the League from a regional party “of
the north” into a national force, and it won a record 34 percent of the Italian
vote in the 2019 European elections. But by 2022 things were souring, and
support collapsed to about 8 percent in the general election. Vannacci was
brought in to broaden the party’s appeal and shore up his own leadership.
The gamble initially paid off. In the 2024 European elections, Vannacci
personally received more than 500,000 preference votes — roughly 1.5 percent of
the national total —validating Salvini’s strategy.
But Vannacci has since become a liability. He was responsible for a failed
regional campaign in his native Tuscany in October and has flouted party
discipline, building his own internal group, opening local branches and
organizing rallies outside the League’s control, operating as “a party within a
party.” In recent interviews Vannacci has increasingly flirted with the idea of
going solo with his own party.
For the traditional northern separatist camp in the League, Vannacci has gone
too far. Luca Zaia, head of the Veneto regional assembly, a towering figure in
northern politics, and three other major northern leaders are now demanding
privately that he be expelled, according to two League insiders.
“His ideas are nationalist and fascist, and have never been compatible with the
League,” said a party member, who was granted anonymity to discuss sensitive
internal disputes. “The writing is on the page. Since the first provocation it
has been clear that it is only a matter of when, not if, he starts his own
party.”
An elected League official added: “Now if he gets votes it’s Salvini’s fault for
giving him a ton of publicity. No one had heard of him before. He basically won
the lottery.”
Attilio Fontana, a senior League official who is president of the Lombardy
region, said Vannacci’s actions raised questions for Salvini.
“I think that if inside the party there are differences, that can enrich the
party. But creating local branches, holding demonstrations outside the party,
registering a new logo and website, this is an anomaly … these are issues that
[Salvini] will be looking at,” he told reporters in Milan on Friday.
EVERY VOTE COUNTS
There’s no guarantee any party Vannacci launches will be a success. Three
leaders in his “World Back to Front” movement — seen as a precursor to his
National Future party — quit on Friday, issuing a statement that described a
lack of leadership and “permanent chaos.”
But his party could upset the political landscape, even if he only peels off
relatively minor support from the League. Meloni will have a close eye on the
arithmetic of potential alliances in the run-up to next year’s election,
particularly if left-wing parties team up against her.
Giorgia Meloni will have a close eye on the arithmetic of potential alliances in
the run-up to next year’s election. | Simona Granati/Corbis via Getty Images
Polling expert Lorenzo Pregliasco of You Trend, which is canvassing a potential
new party led by Vannacci, said it had a potential electorate on the right of
the coalition of about 2 per cent, among voters who had supported [Meloni’s]
Brothers of Italy, League voters and non-voters with an anti immigrant,
anti-political correctness stance, who are attracted by Vannacci’s
outspokenness.
The potential party “poses some risks for Meloni and the coalition … It’s not a
huge electorate but in national elections two points could make the difference
between winning and not winning, or winning but with a very narrow majority that
could mean you were not able to form a government.”
Vannacci “has been clever in putting himself forward as a provocative opinion
leader and converted this into electoral success … He has the potential to be a
strong media presence and central to political debate.”
The northern separatist Pact for the North movement, led by former League MP
Paolo Grimoldi, said Salvini’s reputation was now damaged because of the faith
he put in Vannacci.
While Salvini could resign and support an alternative figure such Zaia as League
leader, this was extremely unlikely, Grimoldi told POLITICO. “If not, there
aren’t tools to get rid of him before the next election,” he added.
“The result will be political irrelevance and electoral defeat [for the
League].”
Jamie Dettmer is opinion editor and a foreign affairs columnist at POLITICO
Europe.
Today’s angry and discombobulating geopolitical landscape is giving rise to
noticeably more acrimonious diplomatic exchanges than seen in preceding decades
— even sharper than during U.S. President Donald Trump’s first term.
This is likely just a reflection of the times we live in: Roiled by shocks and
uncertainty, even world leaders and their envoys are on edge. And social media
doesn’t help keep exchanges calm and respectful either. Measured speech doesn’t
go viral. If you want attention, be disparaging and abrasive.
Let’s take Canadian Prime Minister Mark Carney’s carefully crafted speech at
Davos last week. Carney earned a standing ovation from global and corporate
leaders as he bewailed the unfolding great-power rivalry, urging “middle powers”
to act together “because if we’re not at the table, we’re on the menu.” Yet, it
was Trump’s free-wheeling, sharp-edged speech with its personal criticism of
fellow Western leaders — including a jab at French President Emmanuel Macron —
that roared on social media.
This shift away from traditional diplomatic etiquette toward more
confrontational, seemingly no-nonsense and aggressive public-facing
communication is very much in keeping with populist styles of leadership. And
it’s now shaping an era where antagonistic communication isn’t just tolerated
but celebrated and applauded by many.
Trump is very much a man of his times. And it’s time Europe finally caught on.
Aside from Trump, Russian President Vladimir Putin is also often known to use
colloquial and crude language to attack Western and Ukrainian leaders — though
noticeably, he never uses such language with Trump. In an address last month,
Putin referred to European leaders as podsvinki — little pigs. And before
invading Ukraine in February 2022, he used a vulgar Russian rhyme to insinuate
Ukrainian President Volodymyr Zelenskyy needed to be raped.
China, too, has been noticeably more menacing in its diplomatic speech in recent
years — though it tends to eschew personal invective. The shift began around
2019, when Chinese Foreign Minister Wang Yi instructed envoys to display a
stronger “fighting spirit” to defend Beijing from supposed Western bullying. The
abrasive style led to the more aggressive envoys being dubbed “wolf warriors,”
after a blockbuster movie in which Chinese commandos vanquish American
mercenaries.
But driving the trend are Trump and his aides, who can go toe-to-toe with anyone
when it comes to put-downs, slurs or retaliation. And if met with pushback, they
simply escalate. Hence the avuncular counsel of U.S. Treasury Secretary Scott
Bessent to Europeans on the Greenland-related tariff threats last week: “Sit
back, take a deep breath, do not retaliate.”
But here’s the curious thing: While the Russians and Chinese use such language
to target their foes, Trump and his senior aides reserve much of their invective
for supposed allies, namely Europe with Canada thrown in for good measure. And
they’re utterly relentless in doing so — far more than during his first term,
when there were still some more traditionally minded folks in the White House to
temper or walk back the rhetoric.
This all seemed to reach its pinnacle in Davos last week, where it seemed
belittling European allies was part of virtually everything the U.S. delegation
said in the Swiss ski resort. Bessent couldn’t even restrain himself from
insulting Swiss-German fare. And U.S. Commerce Secretary Howard Lutnik appeared
almost gleeful in infuriating Europe’s leaders with his combative remarks at a
VIP dinner which, according to the Financial Times, not only sparked uproar but
prompted European Central Bank President Christine Lagarde to leave the event
early.
“Only one person booed, and it was Al Gore,” said the U.S. Commerce Department
in a statement to media. But others at the event — around 200 people — said
there was, indeed, some heckling, though not so much because of the content of
Lutnik’s criticism, some of which Europeans have also made about net zero,
energy policy, globalization and regulation. According to two attendees, who
asked to be granted anonymity to speak freely, it was in reaction to the
contemptuous tone instead.
Likewise, Trump’s delegation — the largest ever brought from Washington to Davos
— didn’t miss a beat in pressing America First themes, making it clear the U.S.
would prioritize its own economic interests regardless of how it affects allies.
“When America shines, the world shines,” Lutnik said.
China, too, has been noticeably more menacing in its diplomatic speech in recent
years — though it tends to eschew personal invective. | Pool photo by Vincent
Thian/EPA
As the forum unfolded, however, U.S. Vice President JD Vance insisted that what
was fueling such criticism wasn’t hatred for the old continent, but that it was
more a matter of tough love. “They think that we hate Europe. We don’t. We love
Europe,” he said. “We love European civilization. We want it to preserve
itself.”
That in itself seems pretty condescending.
Tough love or not, Europe-bashing plays well with the MAGA crowd back home who
feel Europeans are the haughty ones, lacking gratitude, freeloading and in dire
need of subordination — and squeals of complaint merely incite more of the same.
To that end, Zelenskyy made a telling a point: European leaders shouldn’t waste
their time trying to change Trump but rather focus on themselves.
Time to stop complaining about America First and get on with putting Europe
First.
Its been a bad stretch of polling for President Donald Trump.
In recent weeks, a string of new polls has found Trump losing ground with key
constituencies, especially the young, non-white and low-propensity voters who
swung decisively in his direction in 2024. The uptick in support for Trump among
those non-traditional Republican voters helped fuel chatter of an enduring
“realignment” in the American electorate — but the durability of that
realignment is now coming into doubt with those same groups cooling on Trump.
Surveying the findings of the most recent New York Times-Siena poll, polling
analyst Nate Cohn bluntly declared that “the second Trump coalition has
unraveled.”
Is it time to touch up the obituaries for the Trumpian realignment? To find out,
I spoke with conservative pollster and strategist Patrick Ruffini, whose 2024
book “Party of the People” was widely credited with predicting the contours of
Trump’s electoral realignment.
Ruffini cautioned against prematurely eulogizing the GOP’s new coalition, noting
that the erosion of support has so far not extended to the constituencies that
have served as the primary drivers of the Trumpian realignment — particularly
white working-class voters and working-class Latinos and Asian Americans. But he
also acknowledged that the findings of the recent polls should raise alarms for
Republicans ahead of 2026 and especially 2028.
His advice to Trump for reversing the trend: a relentless focus on
“affordability,” which the White House has so far struggled to muster, and which
remains the key issue dragging down the president.
“I think that is undeniable,” he said. “It’s the number one issue among the
swing voter electorate.”
This conversation has been edited for length and clarity.
Based on your own polling, do you agree that “the second Trump coalition has
unraveled?”
It really depends on how you define the Trump coalition. The coalition that has
really reshaped American politics over the last decade has been a coalition that
saw voters who are aligned with a more populist view of America come into the
Republican Party — in many cases, after voting for Barack Obama twice. Those
shifts have proven to be pretty durable, especially among white working-class
voters but also among conservative Hispanic voters and conservative Asian
American voters.
You have another group of voters who is younger and disconnected from politics —
a group that had been really one of the core groups for Barack Obama and the
Democrats back in the 2010s. They didn’t always vote, but there was really no
hope or prospect for Republicans winning that group or being very competitive
with that group. That happens for the first time in 2024, when that specific
combination of young, minority, male voters really comes into play in a big way.
But that shift right has proven to be a little bit less durable — and maybe a
lot less durable — because of the nature of who those voters are. They’re not
really connected to one political party, and they’re inherently non-partisan.
So what you’re seeing is less of a shift among people who reliably vote in
midterms, and what we are seeing is more of a shift among those infrequent
voters. The question then becomes are these voters going to show up in 2026?
How big of a problem is it for Republicans if they don’t? How alarmed should
Republicans be by the current trends?
I think they’re right to focus on affordability. You’ve seen that as an
intentional effort by the White House, including what seems like embracing some
Democratic policy proposals that also are in some ways an end-run around
traditional Republican and conservative economics — things like a 10 percent cap
on credit card interest.
What’s the evidence that cost of living is the thing that’s primarily eroding
Republican support among that group of voters you described?
I think that is undeniable. It’s the number one issue among the swing voter
electorate. However you want to define the swing voter electorate in 2024, cost
of living was far and away the number one issue among the Biden-to-Trump voters
in 2024. It is still the number one issue. And that’s because of demographically
who they are. The profile of the voter who swung in ‘24 was not just minority,
but young, low-income, who tends to be less college-educated, less married and
more exposed to affordability concerns.
So I think that’s obviously their north star right now. The core Democratic
voter is concerned about the erosion of norms and democracy. The core Republican
voter is concerned about immigration and border security. But this swing vote is
very, very much concerned about the cost of living.
Is there any evidence that things like Trump’s immigration crackdown or his
foreign policy adventurism are contributing at all to the erosion of support
among this group?
I have to laugh at the idea of foreign policy being decisive for a large segment
of voters. I think you could probably say that, to the extent that Trump had
some non-intervention rhetoric, there might be some backlash among some of the
podcast bros, or among the Tucker Carlson universe. But that is practically a
non-entity when it comes to the actual electorate and especially this group that
is floating between the two political parties. Maybe there’s a dissident faction
on the right that is particularly focused on this, but what really matters is
this cost-of-living issue, which people don’t view as having been solved by
Trump coming into office. The White House would say — and Vance said recently —
that it takes a while to turn the Titanic around.
Which is not the most reassuring metaphor, but sure.
Exactly, but nonetheless. I think a lot of these things are very interesting
bait for media, but they are not necessarily what is really driving the voters
who are disconnected from these narratives.
What about his immigration agenda? Does that seem to be having any specific
effect?
I do think there’s probably some aspect of this that might be challenging with
Latinos, but I think it’s very easy to fall back into the 2010 pattern of saying
Latino voters are inordinately primarily focused on immigration, which has
proven incorrect time after time after time. So, yes, I would say the ICE
actions are probably a bit negative, but I think Latino voters primarily share
the same concerns as other voters in the electorate. They’re primarily focused
on cost of living, jobs and health care.
How would Trump’s first year in office have looked different if he had been
really laser-focused on consolidating the gains that Republicans saw among these
voters in 2024? What would he have done that he didn’t do, and what shouldn’t he
have done that he did do?
I would first concede that the focus on affordability needed to be, like, a Day
1 concern. I will also concede how hard it is to move this group that is very,
very disaffected from traditional politics and doesn’t trust or believe the
promises made by politicians — even one as seemingly authentic as Trump. I go
back to 2018. While in some ways you would kill for the economic perceptions
that you had in 2018, that didn’t seem to help them much in the midterms.
The other problem with a laser focus on affordability on Day 1 is that I don’t
think it clearly aligns with what the policy demanders on the right are actually
asking for. If you ask, “What is MAGA economic policy?”, for many, MAGA economic
policy is tariffs — and in many ways, tariffs run up against an impulse to do
something about affordability. Now, to date, we haven’t really seen that
actually play out. We haven’t really seen an increase in the inflation rate,
which is good. But there’s an opportunity cost to focusing on certain issues
over this focus on affordability.
I think the challenge is that I don’t think either party has a pre-baked agenda
that is all about reducing costs. They certainly had a pre-baked agenda around
immigration, and they do have a pre-baked agenda around tariffs.
What else has stopped the administration from effectively consolidating this
part of the 2024 coalition?
It’s a very hard-to-reach group. In 2024, Trump’s team had the insight to really
put him front-and-center in these non-political arenas, whether it was going to
UFC matches or appearing on Joe Rogan. I think it’s very easy for any
administration to come into office and pivot towards the policy demanders on the
right, and I think that we’ve seen a pivot in that direction, at least on the
policy. So I would say they should be doing more of that 2024 strategy of
actually going into spaces where non-political voters live and talking to them.
Is it possible to turn negative perception around among this group? Or is it a
one-way ratchet, where once you’ve lost their support, it’s very hard to get it
back?
I don’t think it’s impossible. We are seeing some improvement in the economic
perception numbers, but we also saw how hard it is to sustain that. I think the
mindset of the average voter is just that they’re in a far different place
post-Covid than they were pre-Covid. There’s just been a huge negative bias in
the economy since Covid, so I think any thought that, “Oh, it would be easy that
Trump gets elected, and that’s going to be the thing that restores optimism” was
wrong. I think he’s taken really decisive action, and he has solved a lot of
problems, but the big nut to crack is, How do you break people out of this
post-Covid economic pessimism?
The more critical case that could be made against Trump’s approach to economic
policy is not just that he’s failed to address the cost-of-living crisis, but
that he’s actively done things that run contrary to any stated vision of
economic populism. The tax cuts are the major one, which included some populist
components tacked on, but which was essentially a massively regressive tax cut.
Do you think that has contributed to the sour feeling among this cohort at all?
I think we know very clearly when red lines are crossed and when different
policies really get voters writ large to sit up and take notice. For instance,
it was only when you had SNAP benefits really being cut off that Congress had
any impetus to actually solve the shutdown. I don’t think people are quite as
tuned in to the distributional effects of tax policy. The White House would say
that there were very popular parts of this proposal, like the Trump accounts and
no tax on tips, that didn’t get coverage — and our polling has shown that people
have barely actually heard about those things compared to some of the Democratic
lines of attack.
So I think that the tax policy debate is relatively overrated, because it simply
doesn’t matter as much to voters as much as the cultural issues or the general
sense that life is not as affordable as it was.
Assuming these trends continue and this cohort of sort of young, low-propensity
voters continues to shift away from Trump, what does the picture look like for
Republicans in 2026 and 2028?
I would say 2026 is perhaps a false indicator. In the midterms, you’re really
talking about an electorate that is going to be much older, much whiter, much
more college-educated. I think you really have to have a presidential campaign
to test how these voters are going to behave.
And presidential campaigns are also a choice between Republicans and Democrats.
I think certainly Republicans would want to make it into a
Republican-versus-Democrat choice, because polling is very clear that voters do
not trust the Democrats either on these issues. It’s clear that a lot of these
voters have actually moved away from the Democratic Party — they just haven’t
necessarily moved into the Republican Party.
Thinking big picture, does this erosion of support change or alter your view of
the “realignment” in any respect?
I’ve always said that we are headed towards a future where these groups are up
for grabs, and whichever party captures them has the advantage. That’s different
from the politics of the Obama era, where we were talking about an emerging
Democratic majority driven by a generational shift and by the rise of non-white
voters in the electorate.
The most recent New York Times poll has Democrats ahead among Latino voters by
16 points, which is certainly different than 2024, when Trump lost them by just
single digits, but that is a far cry from where we were in 2016 and 2018. So I
think in many respects, that version of it is coming true. But if 2024 was a
best-case scenario for the right, and 2026 is a worst-case scenario, we really
have to wait till 2028 to see where this all shakes out.
BRUSSELS — Only a few days ago, EU diplomats and officials were whispering
furtively about the idea they might one day need to think about how to push back
against Donald Trump. They’re not whispering anymore.
Trump’s attempt, as EU leaders saw it, to “blackmail” them with the threat of
tariffs into letting him take the sovereign Danish island of Greenland provoked
a howl of outrage — and changed the world.
Previous emergency summits in Brussels focused on existential risks to the
European Union, like the eurozone crisis, Brexit, the coronavirus pandemic, and
Russia’s invasion of Ukraine. This week, the EU’s 27 leaders cleared their
diaries to discuss the assault they faced from America.
There can be little doubt that the transatlantic alliance has now been
fundamentally transformed from a solid foundation for international law and
order into a far looser arrangement in which neither side can be sure of the
other.
“Trust was always the foundation for our relations with the United States,” said
Polish Prime Minister Donald Tusk as he arrived for the summit in Brussels on
Thursday night. “We respected and accepted American leadership. But what we need
today in our politics is trust and respect among all partners here, not
domination and for sure not coercion. It doesn’t work in our world.”
The catalyst for the rupture in transatlantic relations was the U.S. president’s
announcement on Saturday that he would hit eight European countries with tariffs
of 10 percent for opposing his demand to annex Greenland.
That was just the start. In an avalanche of pressure, he then canceled his
support for the U.K. premier’s decision to hand over the Chagos Islands, home to
an important air base, to Mauritius; threatened France with tariffs on Champagne
after Macron snubbed his Board of Peace initiative; slapped down the Norwegian
prime minister over a Nobel Peace Prize; and ultimately dropped his threats both
to take Greenland by military force and to hit countries that oppose him with
tariffs.
Here was a leader, it seemed to many watching EU officials, so wild and
unpredictable that he couldn’t even remain true to his own words.
But what dismayed the professional political class in Brussels and beyond was
more mundane: Trump’s decision to leak the private text messages he’d received
directly from other world leaders by publishing them to his 11.6 million
followers on social media.
Trump’s screenshots of his phone revealed French President Emmanuel Macron
offering to host a G7 meeting in Paris, and to invite the Russians in the
sidelines. NATO Secretary-General Mark Rutte, who once called Trump “daddy,”
also found his private text to Trump made public, in which he praised the
president’s “incredible” achievements, adding: “Can’t wait to see you.”
Leaking private messages “is not acceptable — you just don’t do it,” said one
senior diplomat, like others, on condition of anonymity because the matter is
sensitive. “It’s so important. After this, no one can trust him. If you were any
leader you wouldn’t tell him anything. And this is a crucial means of
communication because it is quick and direct. Now everything will go through
layers of bureaucracy.”
Mark Carney had been one of the classic Davos set and was a regular attendee:
suave, a little smug, and seeming entirely comfortable among snow-covered peaks
and even loftier clientele. | Gian Ehrenzeller/EPA
The value of direct contact through phone texts is well known to the leaders of
Europe, who, as POLITICO revealed, have even set up their own private group chat
to discuss how to respond when Trump does something inflammatory. Such messages
enable ministers and officials at all levels to coordinate solutions before
public statements have to be made, the same senior diplomat said. “If you don’t
have trust, you can’t work together anymore.”
NO MORE NATO
Diplomats and officials now fear the breakdown in personal trust between
European leaders and Trump has potentially grave ramifications.
Take NATO. The military alliance is, at its core, a promise: that member
countries will back each other up and rally to their defense if one of them
comes under attack. Once that promise looks less than solid, the power of NATO
to deter attacks is severely undermined. That’s why Denmark’s Prime Minister
Mette Frederiksen warned that if Trump invaded the sovereign Danish territory of
Greenland it would be the end of NATO.
The fact he threatened to do so has already put the alliance into intensive
care, another diplomat said.
Asked directly if she could still trust the U.S. as she arrived at the Brussels
summit, Frederiksen declined to say yes. “We have been working very closely with
the United States for many years,” she replied. “But we have to work together
respectfully, without threatening each other.”
European leaders now face two tasks: To bring the focus back to the short-term
priorities of peace in Ukraine and resolving tensions over Greenland; and then
to turn their attention to mapping out a strategy for navigating a very
different world. The question of trust, again, underpins both.
When it comes to Ukraine, European leaders like Macron, Germany’s Friedrich Merz
and the U.K.’s Keir Starmer have spent endless hours trying to persuade Trump
and his team that providing Kyiv with an American military element underpinning
security guarantees is the only way to deter Russian President Vladimir Putin
from attacking again in future.
Given how unreliable Trump has been as an ally to Europe, officials are now
privately asking what those guarantees are really worth. Why would Russia take
America’s word seriously? Why not, in a year or two, test it to make sure?
THE POST-DAVOS WORLD
Then there’s the realignment of the entire international system.
There was something ironic about the setting for Trump’s assaults on the
established world order, and about the identities of those who found themselves
the harbingers of its end.
Among the snow-covered slopes of the Swiss resort of Davos, the world’s business
and political elite gather each year to polish their networks, promote their
products, brag about their successes, and party hard. The super rich, and the
occasional president, generally arrive by helicopter.
As a central bank governor, Mark Carney had been one of the classic Davos set
and was a regular attendee: suave, a little smug, and seeming entirely
comfortable among snow-covered peaks and even loftier clientele.
Now prime minister of Canada, this sage of the centrist liberal orthodoxy had a
shocking insight to share with his tribe: “Today,” Carney began this week, “I’ll
talk about the rupture in the world order, the end of a nice story, and the
beginning of a brutal reality where geopolitics among the great powers is not
subject to any constraints.”
“The rules-based order is fading,” he intoned, to be replaced by a world of
“great power rivalry” in which “the strong do what they can, and the weak suffer
what they must.”
“The old order is not coming back. We should not mourn it. Nostalgia is not a
strategy.”
Carney impressed those European officials watching. He even quoted Finnish
President Alexander Stubb, who has enjoyed outsized influence in recent months
due to the connections he forged with Trump on the golf course.
NATO Secretary-General Mark Rutte, who once called Donald Trump “daddy,” also
found his private text to Donald Trump made public, in which he praised the
president’s “incredible” achievements, adding: “Can’t wait to see you.” | Jim
lo Scalzo/EPA
Ultimately, Carney had a message for what he termed “middle powers” — countries
like Canada. They could, he argued, retreat into isolation, building up their
defenses against a hard and lawless world. Or they could build something
“better, stronger and more just” by working together, and diversifying their
alliances. Canada, another target of Trump’s territorial ambitions, has just
signed a major partnership agreement with China.
As they prepared for the summit in Brussels, European diplomats and officials
contemplated the same questions. One official framed the new reality as the
“post-Davos” world. “Now that the trust has gone, it’s not coming back,” another
diplomat said. “I feel the world has changed fundamentally.”
A GOOD CRISIS
It will be up to European Commission President Ursula von der Leyen and her team
to devise ways to push the continent toward greater self-sufficiency, a state
that Macron has called “strategic autonomy,” the diplomat said. This should
cover energy, where the EU has now become reliant on imports of American gas.
The most urgent task is to reimagine a future for European defense that does not
rely on NATO, the diplomat said. Already, there are many ideas in the air. These
include a European Security Council, which would have the nuclear-armed non-EU
U.K. as a member. Urgent efforts will be needed to create a drone industry and
to boost air defenses.
The European Commission has already proposed a 100,000-strong standing EU army,
so why not an elite special forces division as well? The Commission’s officials
are world experts at designing common standards for manufacturing, which leaves
them well suited to the task of integrating the patchwork of weapons systems
used by EU countries, the same diplomat said.
Yet there is also a risk. Some officials fear that with Trump’s having backed
down and a solution to the Greenland crisis now apparently much closer, EU
leaders will lose the focus and clarity about the need for change they gained
this past week. In a phrase often attributed to Churchill, the risk is that EU
countries will “let a good crisis go to waste.”
Domestic political considerations will inevitably make it harder for national
governments to commit funding to shared EU defense projects. As hard-right
populism grows in major regional economies, like France, the U.K. and Germany,
making the case for “more Europe” is harder than ever for the likes of Macron,
Starmer and Merz. Even if NATO is in trouble, selling a European army will be
tough.
While these leaders know they can no longer trust Trump’s America with Europe’s
security, many of them lack the trust of their own voters to do what might be
required instead.
The world has been rewired. The post-war order is fragmenting, public pessimism
has reached crisis levels, and the gap between elite and public opinion is wider
than ever. The FGS Global Radar 2026 — drawing on 175 interviews with senior
leaders and polling nearly 20,000 people across 27 democracies — maps the new
terrain. For leaders gathering in Davos this week, understanding it is critical.
Via FGS Global
Previous Radar reports were defined by volatility and uncertainty. These remain
constants. But in 2026, the shape of the world is now more clearly defined — and
the question for leaders is whether they can see it clearly enough to navigate
it.
A rewired world
The multilateral consensus in place since World War II — guided by international
institutions and liberal democracies — is being rewritten. Those institutions
are weakening, with strongman leaders increasingly calling the shots within
their own spheres of influence.
> The post-war rules-based order is fragmenting into spheres of influence, with
> transactional relationships and strongman leadership supplanting shared
> values.
As one expert put it: “The post-war rules-based order is fragmenting into
spheres of influence, with transactional relationships and strongman leadership
supplanting shared values.”
The United States and China are now in fierce, direct competition for dominance
— across trade, technology and an emerging space race. Gray zone conflict will
be common. The rest of the world is having to align accordingly, navigating
constantly shifting sands.
For those gathering in Davos, the implications are stark. We are shifting from
“What are our shared principles?” to “What can you do for me?” As another expert
observed: “America doesn’t have anyone’s back anymore.”
Our polling finds that seven in 10 people want their country to be more
assertive of national interests, even if this creates friction with others.
Nationalist sentiment is ascending. And Europe? “If Trump and Xi are talking,
Europe isn’t even at the table.”
The elite-public divide
This year’s Radar report reveals something leaders at Davos must confront
directly: a profound and widening gap between elite opinion and public
sentiment.
Ideas widely favored by leaders — letting artificial intelligence flourish,
cutting spending, incentivizing entrepreneurs — are roundly opposed by voters.
More troubling still, the public is susceptible to populist claims that
difficult trade-offs don’t need to be made. In our poll, most people agreed:
“There are clear and easy solutions to the big challenges facing the country, if
only we had better political leaders.”
> We are shifting from ‘What are our shared principles?’ to ‘What can you do for
> me?’
We are living in a K-shaped world. The winners are high-income earners and
technology industries. Those on lower incomes and in traditional sectors are
struggling. Most people across the 27 countries polled expect to be worse off
next year; only those on high incomes believe they will be better off. The cost
of living remains the most important issue across generations and political
affiliations.
This feeds directly into attitudes on tax. Large majorities want more of the
burden borne by business and the wealthy. Sixty-four percent support a wealth
tax. These are not fringe positions — they are mainstream sentiment across
developed democracies.
The generational divide compounds the problem. Fifty-four percent of 18-34 year
olds believe too much support goes to the elderly. Fifty percent of over-55s
think too much goes to the young. Each generation feels the other is getting a
better deal. And across all age groups, 73 percent believe life will be harder
for the next generation.
Pessimism at crisis levels
Public confidence has been eroding for years. But the mood has now intensified
to a crisis point.
Across all 27 countries polled, 76 percent say their country feels divided.
Sixty-eight percent believe their political system is failing and needs
fundamental reform. Sixty-two percent feel their national identity is
disappearing.
> Pessimism on this scale, replicated across democracies, isn’t normal — and may
> not be sustainable.
To be clear: pessimism on this scale, replicated across democracies, isn’t
normal — and may not be sustainable. It is fueling political instability and
populism. Systems and governments that appear analog in a digital world, and
fail to deliver better outcomes, will increasingly be challenged.
Trust in traditional institutions continues to collapse. Sixty-one percent
believe mainstream media have their own agenda and cannot be trusted. The
hierarchy of trust is stark: medical doctors at 85 percent, big business at 41
percent, ChatGPT at 34 percent and politicians at just 22 percent.
Perhaps most striking: 47 percent of people report feeling disconnected from
society. When presented with the Matrix dilemma — a choice between blissful
ignorance and complex reality — a quarter chose ignorance. Among Gen Z, it rises
to over a third. Disengagement is becoming a generational norm.
Europe’s pivotal moment
For European leaders, the report offers both warning and opportunity. Our
polling finds overwhelming support — 70-80 percent — in every EU country for
major reform and stronger control of national borders. The Draghi and Letta
reports are seen as offering the most coherent reform roadmap in years, but
implementation is stuck at just 11 percent.
As one expert noted: “Things are bad — but not so bad people are willing to be
pushed through a pain barrier.” That may not remain true for long.
What leaders must do
The Radar concludes with a clear message: in a rewired world, long-term strategy
matters more than ever.
“If you haven’t got a strategy, you’re lost,” said one leader we interviewed.
But strategy alone is not enough. The next most cited quality was agility — the
ability to move fast and adapt. One compelling analogy: leaders need satellite
navigation. Be clear on your destination, but flexible on how you get there.
“You need a North Star, but like a GPS, you’re going to have to re-route —
roadworks, delays, traffic jams.”
Authenticity emerged as essential. “Authenticity by definition is infinitely
durable. You are what you are.” And finally, storytelling: “Social media divides
us, hates complexity, kills concentration. Nothing sticks. Leaders must repeat
their message relentlessly.”
Strategy. Agility. Authenticity. Storytelling. These are what 2026 demands.
Download the full FGS Global Radar 2026 report here:
https://fgsglobal.com/radar.
Mujtaba Rahman is the head of Eurasia Group’s Europe practice. He posts at
@Mij_Europe.
2026 is here, and Europe is under siege.
External pressure from Russia is mounting in Ukraine, China is undermining the
EU’s industrial base, and the U.S. — now effectively threatening to annex the
territory of a NATO ally — is undermining the EU’s multilateral rule book, which
appears increasingly outdated in a far more transactional and less cooperative
world.
And none of this shows signs of slowing down.
In fact, in the year ahead, the steady erosion of the norms Europe has come to
rely on will only be compounded by the bloc’s weak leadership — especially in
the so-called “E3” nations of Germany, France and the U.K.
Looking forward, the greatest existential risks for Europe will flow from the
transatlantic relationship. For the bloc’s leaders, keeping the U.S. invested in
the war in Ukraine was the key goal for 2025. And the best possible outcome for
2026 will be a continuation of the ad-hoc diplomacy and transactionalism that
has defined the last 12 months. However, if new threats emerge in this
relationship — especially regarding Greenland — this balancing act may be
impossible.
The year also starts with no sign of any concessions from Russia when it comes
to its ceasefire demands, or any willingness to accept the terms of the 20-point
U.S.-EU-Ukraine plan. This is because Russian President Vladimir Putin is
calculating that Ukraine’s military situation will further deteriorate, forcing
Ukrainian President Volodymyr Zelenskyy to capitulate to territorial demands.
I believe Putin is wrong — that backed by Europe, Zelenskyy will continue to
resist U.S. pressure on territorial concessions, and instead, increasingly
target Russian energy production and exports in addition to resisting along the
frontline. Of course, this means Russian aerial attacks against Ukrainian cities
and energy infrastructure will also increase in kind.
Nonetheless, Europe’s growing military spending, purchase of U.S. weapons,
financing for Kyiv and sanctions against Russia — which also target sources of
energy revenue — could help maintain last year’s status quo. But this is perhaps
the best case scenario.
Activists protest outside Downing street against the recent policies of Donald
Trump. | Guy Smallman/Getty Images
Meanwhile, European leaders will be forced to publicly ignore Washington’s
support for far-right parties, which was clearly spelled out in the new U.S.
national security strategy, while privately doing all they can to counter any
antiestablishment backlash at the polls.
Specifically, the upcoming election in Hungary will be a bellwether for whether
the MAGA movement can tip the balance for its ideological affiliates in Europe,
as populist, euroskeptic Prime Minister Viktor Orbán is currently poised to lose
for the first time in 15 years.
Orbán, for his part, has been frantically campaigning to boost voter support,
signaling that he and his inner circle actually view defeat as a possibility.
His charismatic rival Péter Magyar, who shares his conservative-nationalist
political origins but lacks any taint of corruption poses a real challenge, as
does the country’s stagnating economy and rising prices. While traditional
electoral strategies — financial giveaways, smear campaigns and war
fearmongering — have so far proven ineffective for Orbán, a military spillover
from Ukraine that directly affects Hungary could reignite voter fears and shift
the dynamic.
To top it all off, these challenges will be compounded by the E3’s weakness.
The hollowing out of Europe’s political center has already been a decade in the
making. But France, Germany and the U.K. each entered 2026 with weak, unpopular
governments besieged by the populist right and left, as well as a U.S.
administration rooting for their collapse. While none face scheduled general
elections, all three risk paralysis at best and destabilization at worst. And at
least one leader — namely, Britain’s Keir Starmer — could fall because of an
internal party revolt.
The year’s pivotal event in the U.K. will be the midterm elections in May. As it
stands, the Labour Party faces the humiliation of coming third in the Welsh
parliament, failing to oust the Scottish National Party in the Scottish
parliament and losing seats to both the Greens and ReformUK in English local
elections. Labour MPs already expect a formal challenge to Starmer as party
leader, and his chances of surviving seem slight.
France, meanwhile, entered 2026 without a budget for the second consecutive
year. The good news for President Emmanuel Macron is that his Prime Minister
Sébastien Lecornu’s minority government will probably achieve a budget deal
targeting a modest deficit reduction by late February or March. And with the
presidential election only 16 months away and local elections due to be held in
March, the opposition’s appetite for a snap parliamentary election has abated.
However, this is the best he can hope for, as a splintered National Assembly
will sustain a mood of slow-motion crisis until the 2027 race.
Finally, while Germany’s economy looks like it will slightly recover this year,
it still won’t overcome its structural malaise. Largely consumed by ideological
divisions, Chancellor Friedrich Merz’s government will struggle to implement
far-reaching reforms. And with the five upcoming state elections expected to see
increased vote shares for the far-right Alternative for Germany party, pressure
on the government in Berlin will only mount
A historic truth — one often forgotten in the quiet times — will reassert itself
in 2026: that liberty, stability, prosperity and peace in Europe are always
brittle.
The holiday from history, provided by Pax Americana and exceptional post-World
War II cooperation and integration, has officially come to an end. Moving
forward, Europe’s relevance in the new global order will be defined by its
response to Russia’s increased hybrid aggression, its influence on diplomacy
regarding the Ukraine war and its ability to improve competitiveness, all while
managing an increasingly ascendant far right and addressing the existential
threats to its economy and security posed by Russia, China and the U.S.
This is what will decide whether Europe can survive.