Thirty-six million Europeans — including more than one million in the Nordics[1] — live with a rare disease.[2] For patients and their families, this is not just a medical challenge; it is a human rights issue. Diagnostic delays mean years of worsening health and needless suffering. Where treatments exist, access is far from guaranteed. Meanwhile, breakthroughs in genomics, AI and targeted therapies are transforming what is possible in health care. But without streamlined systems, innovations risk piling up at the gates of regulators, leaving patients waiting. Even the Nordics, which have some of the strongest health systems in the world, struggle to provide fair and consistent access for rare-disease patients. Expectations should be higher. THE BURDEN OF DELAY The toll of rare diseases is profound. People living with them report health-related quality-of-life scores 32 percent lower than those without. Economically, the annual cost per patient in Europe — including caregivers — is around €121,900.[3] > Across Europe, the average time for diagnosis is six to eight years, and > patients continue to face long waits and uneven access to medications. In Sweden, the figure is slightly lower at €118,000, but this is still six times higher than for patients without a rare disease. Most of this burden (65 percent) is direct medical costs, although non-medical expenses and lost productivity also weigh heavily. Caregivers, for instance, lose almost 10 times more work hours than peers supporting patients without a rare disease.[4] This burden can be reduced. European patients with access to an approved medicine face average annual costs of €107,000.[5] Yet delays remain the norm. Across Europe, the average time for diagnosis is six to eight years, and patients continue to face long waits and uneven access to medications. With health innovation accelerating, each new therapy risks compounding inequity unless access pathways are modernized. PROGRESS AND REMAINING BARRIERS Patients today have a better chance than ever of receiving a diagnosis — and in some cases, life-changing therapies. The Nordics in particular are leaders in integrated research and clinical models, building world-class diagnostics and centers of excellence. > Without reform, patients risk being left behind. But advances are not reaching everyone who needs them. Systemic barriers persist: * Disparities across Europe: Less than 10 percent of rare-disease patients have access to an approved treatment.[6] According to the Patients W.A.I.T. Indicator (2025), there are stark differences in access to new orphan medicines (or drugs that target rare diseases).[7] Of the 66 orphan medicines approved between 2020 and 2023, the average number available across Europe was 28. Among the Nordics, only Denmark exceeded this with 34. * Fragmented decision-making: Lengthy health technology assessments, regional variation and shifting political priorities often delay or restrict access. Across Europe, patients wait a median of 531 days from marketing authorization to actual availability. For many orphan drugs, the wait is even longer. In some countries, such as Norway and Poland, reimbursement decisions take more than two years, leaving patients without treatment while the burden of disease grows.[8] * Funding gaps: Despite more therapies on the market and greater technology to develop them, orphan medicines account for just 6.6 percent of pharmaceutical budgets and 1.2 percent of health budgets in Europe. Nordic countries — Sweden, Norway and Finland — spend a smaller share than peers such as France or Belgium. This reflects policy choices, not financial capacity.[9] If Europe struggles with access today, it risks being overwhelmed tomorrow. Rare-disease patients — already facing some of the longest delays — cannot afford for systems to fall farther behind. EASING THE BOTTLENECKS Policymakers, clinicians and patient advocates across the Nordics agree: the science is moving faster than the systems built to deliver it. Without reform, patients risk being left behind just as innovation is finally catching up to their needs. So what’s required? * Governance and reforms: Across the Nordics, rare-disease policy remains fragmented and time-limited. National strategies often expire before implementation, and responsibilities are divided among ministries, agencies and regional authorities. Experts stress that governments must move beyond pilot projects to create permanent frameworks — with ring-fenced funding, transparent accountability and clear leadership within ministries of health — to ensure sustained progress. * Patient organizations: Patient groups remain a driving force behind awareness, diagnosis and access, yet most operate on short-term or volunteer-based funding. Advocates argue that stable, structural support — including inclusion in formal policy processes and predictable financing — is critical to ensure patient perspectives shape decision-making on access, research and care pathways. * Health care pathways: Ann Nordgren, chair of the Rare Disease Fund and professor at Karolinska Institutet, notes that although Sweden has built a strong foundation — including Centers for Rare Diseases, Advanced Therapy (ATMP) and Precision Medicine Centers, and membership in all European Reference Networks — front-line capacity remains underfunded. “Government and hospital managements are not providing  resources to enable health care professionals to work hands-on with diagnostics, care and education,” she explains. “This is a big problem.” She adds that comprehensive rare-disease centers, where paid patient representatives collaborate directly with clinicians and researchers, would help bridge the gap between care and lived experience. * Research and diagnostics: Nordgren also points to the need for better long-term investment in genomic medicine and data infrastructure. Sweden is a leader in diagnostics through Genomic Medicine Sweden and SciLifeLab, but funding for advanced genomic testing, especially for adults, remains limited. “Many rare diseases still lack sufficient funding for basic and translational research,” she says, leading to delays in identifying genetic causes and developing targeted therapies. She argues for a national health care data platform integrating electronic records, omics (biological) data and patient-reported outcomes — built with semantic standards such as openEHR and SNOMED CT — to enable secure sharing, AI-driven discovery and patient access to their own data DELIVERING BREAKTHROUGHS Breakthroughs are coming. The question is whether Europe will be ready to deliver them equitably and at speed, or whether patients will continue to wait while therapies sit on the shelf. There is reason for optimism. The Nordic region has the talent, infrastructure and tradition of fairness to set the European benchmark on rare-disease care. But leadership requires urgency, and collaboration across the EU will be essential to ensure solutions are shared and implemented across borders. The need for action is clear: * Establish long-term governance and funding for rare-disease infrastructure. * Provide stable, structural support for patient organizations. * Create clearer, better-coordinated care pathways. * Invest more in research, diagnostics and equitable access to innovative treatments. Early access is not only fair — it is cost-saving. Patients treated earlier incur lower indirect and non-medical costs over time.[10] Inaction, by contrast, compounds the burden for patients, families and health systems alike. Science will forge ahead. The task now is to sustain momentum and reform systems so that no rare-disease patient in the Nordics, or anywhere in Europe, is left waiting. -------------------------------------------------------------------------------- [1] https://nordicrarediseasesummit.org/wp-content/uploads/2025/02/25.02-Nordic-Roadmap-for-Rare-Diseases.pdf [2] https://nordicrarediseasesummit.org/wp-content/uploads/2025/02/25.02-Nordic-Roadmap-for-Rare-Diseases.pdf [3] https://media.crai.com/wp-content/uploads/2024/10/28114611/CRA-Alexion-Quantifying-the-Burden-of-RD-in-Europe-Full-report-October2024.pdf [4] https://media.crai.com/wp-content/uploads/2024/10/28114611/CRA-Alexion-Quantifying-the-Burden-of-RD-in-Europe-Full-report-October2024.pdf [5] https://media.crai.com/wp-content/uploads/2024/10/28114611/CRA-Alexion-Quantifying-the-Burden-of-RD-in-Europe-Full-report-October2024.pdf [6] https://www.theparliamentmagazine.eu/partner/article/a-competitive-and-innovationled-europe-starts-with-rare-diseases? [7] https://www.iqvia.com/-/media/iqvia/pdfs/library/publications/efpia-patients-wait-indicator-2024.pdf [8] https://www.iqvia.com/-/media/iqvia/pdfs/library/publications/efpia-patients-wait-indicator-2024.pdf [9] https://copenhageneconomics.com/wp-content/uploads/2025/09/Copenhagen-Economics_Spending-on-OMPs-across-Europe.pdf [10] https://media.crai.com/wp-content/uploads/2024/10/28114611/CRA-Alexion-Quantifying-the-Burden-of-RD-in-Europe-Full-report-October2024.pdf Disclaimer POLITICAL ADVERTISEMENT * The sponsor is Alexion Pharmaceuticals * The entity ultimately controlling the sponsor: AstraZeneca plc * The political advertisement is linked to policy advocacy around rare disease governance, funding, and equitable access to diagnosis and treatment across Europe More information here.

A fair, fast and competitive transition begins with what already works and then rapidly scales it up.  Across the EU commercial road transport sector, the diversity of operations is met with a diversity of solutions. Urban taxis are switching to electric en masse. Many regional coaches run on advanced biofuels, with electrification emerging in smaller applications such as school services, as European e-coach technologies are still maturing and only now beginning to enter the market. Trucks electrify rapidly where operationally and financially possible, while others, including long-haul and other hard-to-electrify segments, operate at scale on HVO (hydrotreated vegetable oil) or biomethane, cutting emissions immediately and reliably. These are real choices made every day by operators facing different missions, distances, terrains and energy realities, showing that decarbonization is not a single pathway but a spectrum of viable ones.  Building on this diversity, many operators are already modernizing their fleets and cutting emissions through electrification. When they can control charging, routing and energy supply, electric vehicles often deliver a positive total cost of ownership (TCO), strong reliability and operational benefits. These early adopters prove that electrification works where the enabling conditions are in place, and that its potential can expand dramatically with the right support. > Decarbonization is not a single pathway but a spectrum of viable ones chosen > daily by operators facing real-world conditions. But scaling electrification faces structural bottlenecks. Grid capacity is constrained across the EU, and upgrades routinely take years. As most heavy-duty vehicle charging will occur at depots, operators cannot simply move around to look for grid opportunities. They are bound to the location of their facilities.  The recently published grid package tries, albeit timidly, to address some of these challenges, but it neither resolves the core capacity deficiencies nor fixes the fundamental conditions that determine a positive TCO: the predictability of electricity prices, the stability of delivered power, and the resulting charging time. A truck expected to recharge in one hour at a high-power station may wait far longer if available grid power drops. Without reliable timelines, predictable costs and sufficient depot capacity, most transport operators cannot make long-term investment decisions. And the grid is only part of the enabling conditions needed: depot charging infrastructure itself requires significant additional investment, on top of vehicles that already cost several hundreds of thousands of euros more than their diesel equivalents.  This is why the EU needs two things at once: strong enablers for electrification and hydrogen; and predictability on what the EU actually recognizes as clean. Operators using renewable fuels, from biomethane to advanced biofuels and HVO, delivering up to 90 percent CO2 reduction, are cutting emissions today. Yet current CO2 frameworks, for both light-duty vehicles and heavy-duty trucks, fail to recognize fleets running on these fuels as part of the EU’s decarbonization solution for road transport, even when they deliver immediate, measurable climate benefits. This lack of clarity limits investment and slows additional emission reductions that could happen today. > Policies that punish before enabling will not accelerate the transition; a > successful shift must empower operators, not constrain them. The revision of both CO2 standards, for cars and vans, and for heavy-duty vehicles, will therefore be pivotal. They must support electrification and hydrogen where they fit the mission, while also recognizing the contribution of renewable and low-carbon fuels across the fleet. Regulations that exclude proven clean options will not accelerate the transition. They will restrict it.  With this in mind, the question is: why would the EU consider imposing purchasing mandates on operators or excessively high emission-reduction targets on member states that would, in practice, force quotas on buyers? Such measures would punish before enabling, removing choice from those who know their operations best. A successful transition must empower operators, not constrain them.  The EU’s transport sector is committed and already delivering. With the right enablers, a technology-neutral framework, and clarity on what counts as clean, the EU can turn today’s early successes into a scalable, fair and competitive decarbonization pathway.  We now look with great interest to the upcoming Automotive Package, hoping to see pragmatic solutions to these pressing questions, solutions that EU transport operators, as the buyers and daily users of all these technologies, are keenly expecting. -------------------------------------------------------------------------------- Disclaimer POLITICAL ADVERTISEMENT * The sponsor is IRU – International Road Transport Union  * The ultimate controlling entity is IRU – International Road Transport Union  More information here.

Germany is sending soldiers to strengthen Poland’s eastern border with Belarus and Russia, multiple media reported on Saturday. Several dozen German soldiers will join Poland’s East Shield from April 2026, with the mission initially running until the end of 2027, Deutsche Welle reported, citing Berlin’s defense ministry. German troops will focus on engineering work, according to a ministry spokesperson quoted in the report. The spokesperson described this as building positions, digging trenches, laying barbed wire and constructing anti-tank obstacles. The East Shield is a €2.3 billion program announced by Warsaw last year to bolster security along its eastern border.

BRUSSELS — After years of being treated as an outlier for its hardline stance on migration, Denmark says it has finally brought the rest of the EU on board with its tough approach. Europe’s justice and home affairs ministers on Monday approved new measures allowing EU countries to remove failed asylum seekers, set up processing centers overseas and create removal hubs outside their borders — measures Copenhagen has long advocated. The deal was “many years in the making,” said Rasmus Stoklund, Denmark’s center-left minister for integration who has driven migration negotiations during his country’s six-month presidency of the Council of the EU. Stoklund told POLITICO that when he first started working on the migration brief a decade ago in the Danish parliament, his fellow left-wingers around the bloc viewed his government’s position as so egregious that “other social democrats wouldn’t meet with me.” Over the last few years, “there’s been a huge change in perception,” Stoklund said. When the deal was done Monday, the “sigh of relief” from ministers and their aides was palpable, with people embracing one another and heaping praise on both the Danish brokers and Ursula von der Leyen’s European Commission that put forward the initial proposal, according to a diplomat who was in the room. Sweden’s Migration Minister Johan Forssell, a member of the conservative Moderate party, told POLITICO Monday’s deal was vital “to preserve, like, any public trust at all in the migration system today … we need to show that the system is working.” Stockholm, which has in the past prided itself on taking a liberal approach to migration, has recently undergone a Damascene conversion to the Danish model, implementing tough measures to limit family reunification, tightening rules around obtaining Swedish citizenship, and limiting social benefits for new arrivals. Forssell said the deal was important because “many people” around Europe criticize the EU over inaction on migration “because they cannot do themselves what [should be done] on the national basis.” The issue, he said, is a prime example of “why there must be a strong European Union.” SEALING THE DEAL Monday’s deal — whose impact will “hopefully be quite dramatic,” Stoklund said — comes two years after the EU signed off on a new law governing asylum and migration, which must be implemented by June. Voters have “made clear to governments all over the European Union, that they couldn’t accept that they weren’t able to control the access to their countries,” Stoklund said. “Governments have realized that if they didn’t take this question seriously, then [voters] would back more populist movements that would take it seriously — and use more drastic measures in order to find new solutions.” Stockholm has recently undergone a Damascene conversion to the Danish model, implementing tough measures to limit family reunification, tightening rules around obtaining Swedish citizenship, and limiting social benefits for new arrivals. | Henrick Montgomery/EPA Migration Commissioner Magnus Brunner, the Danish Council presidency and ministers were at pains to point out that Monday’s agreement showed the EU could get deals done. After the last EU election in 2024, the new Commission’s “first task” was to “bring our European house in order,” Brunner said. “Today we’re showing that Europe can actually deliver and we delivered quite a lot.” WHAT’S NEW The ministers backed new rules to detain and deport migrants, including measures that would allow the bloc and individual countries to cut deals to set up migration processing hubs in other nations, regardless of whether the people being moved there have a connection with those countries. Ministers supported changes that will allow capitals to reject applications if asylum seekers, prior to first entering the EU, could have received international protection in a non-EU country the bloc deems safe, and signed off on a common list of countries of origin considered safe. Bangladesh, Colombia, Egypt, India, Kosovo, Morocco and Tunisia are on that latter list, as are countries that are candidates to join the EU. But the deal also leaves room for exceptions — such as Ukraine, which is at war. Asylum seekers won’t automatically have the right to remain in the EU while they appeal a ruling that their refuge application was inadmissible. The next step for the measures will be negotiations with the European Parliament, once it has decided its position on the proposals. Max Griera contributed reporting.

BRUSSELS — The United States should “not threaten to interfere in the democratic life” of its European allies, European Council President António Costa said. Costa’s remarks were some of the first to come from senior EU leadership since the unveiling of the U.S. National Security Strategy, in which the White House set out its approach to the geopolitical challenges facing the U.S. and the world. Speaking at the Jacques Delors Conference in Paris on Monday, Costa said that while Europe and the United States remain partners, the foundations of that partnership require mutual respect, particularly in moments of political divergence. “Certainly, this [U.S.] strategy continues to speak of Europe as an ally. That’s good,” Costa said. “But if we are allies, we must act as allies. And allies do not threaten to interfere in the democratic life or the domestic political choices of these allies. They respect them. They respect each other’s sovereignty.” According to Costa, critical remarks by U.S. Vice President JD Vance and social media posts from President Donald Trump are no longer isolated outbursts but now constitute “the doctrine of the United States.” “We must take note and act accordingly,” he said. “This means that we need more than just new energy. We need to focus on building a Europe that must understand that the relationships between allies and the post-World War II alliances have changed.” At the heart of Costa’s message was Europe’s refusal to accept external political pressure. “The United States cannot replace European citizens in deciding which are the right parties and the wrong parties,” he said, a reference to the part of the U.S. strategy referring to the support of “patriotic European parties.” Costa also noted that the new U.S. approach reflects a broader shift away from multilateralism, a weakening commitment to the rules-based international order and the abandonment of climate action as a strategic priority. “We have differences in our worldviews,” he warned Costa also mounted a direct defense of the EU’s regulatory autonomy, including last week’s high-profile fine imposed on social platform X under the Digital Services Act. He rejected criticism from Washington and from U.S. tech leaders, saying Europe’s actions are grounded in its democratic model. “The United States cannot replace Europe in its vision of freedom of speech,” he said. “Our history has taught us that there is no freedom of speech without freedom of information. And freedom of information exists where there is respect for pluralism.” He added: “There will be no freedom of speech if citizens’ freedom of information is sacrificed to defend the tech oligarchs of the United States.”

BRUSSELS — Ursula von der Leyen is separating herself from the corruption allegations engulfing the EU’s diplomatic service, with staffers saying it is a non-issue for the Commission chief. After Belgian authorities conducted dawn raids on Tuesday and detained the EU’s former top diplomat Federica Mogherini and ex-European External Action Service Secretary-General Stefano Sannino, Commission officials dismissed it as an EEAS problem — noting that while Sannino took on a top job at the Commission earlier this year, the probe dates back to his previous role. “It’s not the Commission distancing itself, it’s a different institution that’s being investigated,” an EU official said. Helpfully for von der Leyen, Sannino fell on his sword Wednesday, with the Commission announcing he was gone from the helm of its Middle East, North Africa and the Gulf department (DG MENA). Three Commission officials forcefully argued the investigation launched Tuesday — into allegations the EEAS fraudulently awarded a tender to run a training academy for future EU diplomats to the College of Europe in Bruges — had nothing to do with von der Leyen, given the diplomatic service is a separate institution from the Commission. An EU official characterized attacks on the Commission chief as unfair and unwise, coming at a sensitive time when von der Leyen is attempting to shore up support for Ukraine ahead of a crunch December summit of EU leaders. The events take place against the backdrop of tensions between von der Leyen and the current boss of the EEAS, Kaja Kallas. Kallas, who was not in office at the time of the alleged corruption, has also sought to distance herself from the probe. On Wednesday, the former Estonian prime minister sought to drive home the idea that she had been working to clean up the EEAS since her appointment as the EU’s high representative in December 2024. In a letter to EEAS staff seen by POLITICO, the top EU diplomat wrote that she found the allegations against Mogherini and Sannino “deeply shocking,” but that these had predated her time at the EEAS. In the months since then, her team had launched internal reforms including setting up an “Anti-Fraud Strategy” and building stronger cooperation with the EU’s anti-fraud agency, OLAF, and the EPPO, she said. But at issue is who knew what in relation to the claims against Sannino. According to four EEAS employees, speaking to POLITICO in interviews prior to Tuesday’s raids, wider questions were raised about the way Sannino handled appointments for coveted diplomatic posts during his time at the service, including allegations that he had awarded them to favorites. Officials from OLAF visited the secretary-general’s offices prior to his departure from the EEAS, according to two people familiar with the matter. Kaja Kallas, who was not in office at the time of the alleged corruption, has also sought to distance herself from the probe. | Dursun Aydemir/Getty Images But an EU official said the Commission was not aware of prior complaints about Sannino when he was hired to be the head of a new department covering the Middle East and North Africa. In its statement announcing Tuesday’s raids, the EPPO said it had requested that authorities lift the immunity ― typically given to diplomats, protecting them from legal action ― of “several suspects” prior to the probe, and that this was granted. It did not specify which bodies it had made the requests to. The EU official mentioned above said the EPPO had directed a request to lift Sannino’s immunity to the EEAS in September, and that the Commission had not been made aware of it. An EEAS official did not respond directly to a question about whether such a request had been received. The official said the EEAS would have followed the law in such circumstances. The allegations are not proven and Mogherini, Sannino and the other individual who was detained are presumed innocent until deemed guilty by a court. Sannino did not immediately respond to a request for comment via his European Commission office. Tuesday’s events could also aggravate tensions between EU politicians and Belgian authorities. Two officials questioned the quality of the Belgian justice system, noting that authorities had held flashy press conference and detained suspects but then failed to advance cases in the 2022 “Qatargate” scandal and this year’s bribery probe into Chinese tech giant Huawei’s lobbying activities.

When the Franco-German summit concluded in Berlin, Europe’s leaders issued a declaration with a clear ambition: strengthen Europe’s digital sovereignty in an open, collaborative way. European Commission President Ursula von der Leyen’s call for “Europe’s Independence Moment” captures the urgency, but independence isn’t declared — it’s designed. The pandemic exposed this truth. When Covid-19 struck, Europe initially scrambled for vaccines and facemasks, hampered by fragmented responses and overreliance on a few external suppliers. That vulnerability must never be repeated. True sovereignty rests on three pillars: diversity, resilience and autonomy. > True sovereignty rests on three pillars: diversity, resilience and autonomy. Diversity doesn’t mean pulling every factory back to Europe or building walls around markets. Many industries depend on expertise and resources beyond our borders. The answer is optionality, never putting all our eggs in one basket. Europe must enable choice and work with trusted partners to build capabilities. This risk-based approach ensures we’re not hostage to single suppliers or overexposed to nations that don’t share our values. Look at the energy crisis after Russia’s illegal invasion of Ukraine. Europe’s heavy reliance on Russian oil and gas left economies vulnerable. The solution wasn’t isolation, it was diversification: boosting domestic production from alternative energy sources while sourcing from multiple markets. Optionality is power. It lets Europe pivot when shocks hit, whether in energy, technology, or raw materials. Resilience is the art of prediction. Every system inevitably has vulnerabilities. The key is pre-empting, planning, testing and knowing how to recover quickly. Just as banks undergo stress tests, Europe needs similar rigor across physical and digital infrastructure. That also means promoting interoperability between networks, redundant connectivity links (including space and subsea cables), stockpiling critical components, and contingency plans. Resilience isn’t theoretical. It’s operational readiness. Finally, Europe must exercise authority through robust frameworks, such as authorization schemes, local licensing and governance rooted in EU law. The question is how and where to apply this control. On sensitive data, for example, sovereignty means ensuring it’s held in Europe under European jurisdiction, without replacing every underlying technology component. Sovereign solutions shouldn’t shut out global players. Instead, they should guarantee that critical decisions and compliance remain under European authority. Autonomy is empowerment, limiting external interference or denial of service while keeping systems secure and accountable. But let’s be clear: Europe cannot replicate world-leading technologies, platforms or critical components overnight. While we have the talent, innovation and leading industries, Europe has fallen significantly behind in a range of key emerging technologies. > While we have the talent, innovation and leading industries, Europe has fallen > significantly behind in a range of key emerging technologies. For example, building fully European alternatives in cloud and AI would take decades and billions of euros, and even then, we’d struggle to match Silicon Valley or Shenzhen. Worse, turning inward with protectionist policies would only weaken the foundations that we now seek to strengthen. “Old wines in new bottles” — import substitution, isolationism, picking winners — won’t deliver competitiveness or security. Contrast that with the much-debated US Inflation Reduction Act. Its incentives and subsidies were open to EU companies, provided they invest locally, develop local talent and build within the US market. It’s not about flags, it’s about pragmatism: attracting global investments, creating jobs and driving innovation-led growth. So what’s the practical path? Europe must embrace ‘sovereignty done right’, weaving diversity, resilience and autonomy into the fabric of its policies. That means risk-based safeguards, strategic partnerships and investment in European capabilities while staying open to global innovation. Trusted European operators can play a key role: managing encryption, access control and critical operations within EU jurisdiction, while enabling managed access to global technologies. To avoid ‘sovereignty washing’, eligibility should be based on rigorous, transparent assessments, not blanket bans. The Berlin summit’s new working group should start with a common EU-wide framework defining levels of data, operational and technological sovereignty. Providers claiming sovereign services can use this framework to transparently demonstrate which levels they meet. Europe’s sovereignty will not come from closing doors. Sovereignty done right will come from opening the right ones, on Europe’s terms. Independence should be dynamic, not defensive — empowering innovation, securing prosperity and protecting freedoms. > Europe’s sovereignty will not come from closing doors. Sovereignty done right > will come from opening the right ones, on Europe’s terms. That’s how Europe can build resilience, competitiveness and true strategic autonomy in a vibrant global digital ecosystem.

BRUSSELS — Postponing the start of the EU’s new carbon levy for building and road transport emissions by one year to 2028 is going to cost European governments lots of money, according to a top Danish official. Denmark, for instance, is estimated to lose half a billion euros in future revenues from the delay of the new carbon market (known as ETS2), said Christian Stenberg, deputy permanent secretary of state at the Danish climate ministry, at POLITICO’s Sustainable Future Summit. “The delay will mean that we will lack that tool for one year,” he told a panel discussion. “It will cost us quite a bit of revenue that we could have gotten,” he added. “About €0.5 billion.” “For the Danish economy [it] is not little.” To bring more skeptical EU countries on board, like Poland, Italy and Romania, and reach a deal on the EU’s new climate target for 2040, environment ministers pushed the European Commission to agree to postpone the new carbon pricing mechanism by one year. Stenberg explained that, as the talks over the 2040 climate target stretched overnight, he “had to go back to my finance ministry in the middle of the night and say the compromise will cost us this in revenue.” But the ETS2, which has raised concerns in a majority of EU governments that it will increase energy bills, is “the most cost effective way of reaching our targets within transportation and buildings,” Stenberg argued. “And cost effectiveness, at the end of the day, is to the benefit of the economy.” Chiara Martinelli, director of the NGO Climate Action Network Europe, also said on the panel that the delay of the new carbon market is “problematic,” and called on the EU to ensure that social measures to support people in the green transition come with the ETS2.

High energy prices, risks on CBAM enforcement and promotion of lead markets, as well as increasing carbon costs are hampering domestic and export competitiveness with non-EU producers. The cement industry is fundamental to Europe’s construction value chain, which represents about 9 percent of the EU’s GDP. Its hard-to-abate production processes are also currently responsible for 4 percent of EU emissions, and it is investing heavily in measures aimed at achieving full climate neutrality by 2050, in line with the European Green Deal. Marcel Cobuz, CEO, TITAN Group  “We should take a longer view and ensure that the cement industry in EU stays competitive domestically and its export market shares are maintained.” However, the industry’s efforts to comply with EU environmental regulations, along with other factors, make it less competitive than more carbon-intensive producers from outside Europe. Industry body Cement Europe recently stated that, “without a competitive business model, the very viability of the cement industry and its prospects for industrial decarbonization are at risk.” Marcel Cobuz, member of the Board of the Global Cement and Concrete Association and CEO of TITAN Group, one of Europe’s leading producers, spoke with POLITICO Studio about the vital need for a clear policy partnership with Brussels to establish a predictable regulatory and financing framework to match the industry’s decarbonization ambitions and investment efforts to stay competitive in the long-term. POLITICO Studio: Why is the cement industry important to the EU economy?  Marcel Cobuz: Just look around and you will see how important it is. Cement helped to build the homes that we live in and the hospitals that care for us. It’s critical for our transport and energy infrastructure, for defense and increasingly for the physical assets supporting the digital economy. There are more than 200 cement plants across Europe, supporting nearby communities with high-quality jobs. The cement industry is also key to the wider construction industry, which employs 14.5 million people across the EU. At the same time, cement manufacturers from nine countries compete in the international export markets. PS: What differentiates Titan within the industry?  MC: We have very strong European roots, with a presence in 10 European countries. Sustainability is very much part of our DNA, so decarbonizing profitably is a key objective for us. We’ve reduced our CO2 footprint by nearly 25 percent since 1990, and we recently announced that we are targeting a similar reduction by 2030 compared to 2020. We are picking up pace in reducing emissions both by using conventional methods, like the use of alternative sources of low-carbon energy and raw materials, and advanced technologies. TITAN/photo© Nikos Daniilidis We have a large plant in Europe where we are exploring building one of the largest carbon capture projects on the continent, with support from the Innovation Fund, capturing close to two million tons of CO2 and producing close to three million tons of zero-carbon cement for the benefit of all European markets. On top of that, we have a corporate venture capital fund, which partners with startups from Europe to produce the materials of tomorrow with  very low or zero carbon. That will help not only TITAN but the whole industry to accelerate its way towards the use of new high-performance materials with a smaller carbon footprint. PS: What are the main challenges for the EU cement industry today?  MC: Several factors are making us less competitive than companies from outside the EU. Firstly, Europe is an expensive place when it comes to energy prices. Since 2021, prices have risen by close to 65 percent, and this has a huge impact on cement producers, 60 percent of whose costs are energy-related. And this level of costs is two to three times higher than those of our neighbors. We also face regulatory complexity compared to our outside competitors, and the cost of compliance is high. The EU Emissions Trading System (ETS) cost for the cement sector is estimated at €97 billion to €162 billion between 2023 and 2034. Then there is the need for low-carbon products to be promoted ― uptake is still at a very low level, which leads to an investment risk around new decarbonization technologies. > We should take a longer view and ensure that the cement industry in the EU > stays competitive domestically and its export market shares are maintained.” All in all, the playing field is far from level. Imports of cement into the EU have increased by 500 percent since 2016. Exports have halved ― a loss of value of one billion euros. The industry is reducing its cost to manufacture and to replace fossil fuels, using the waste of other industries, digitalizing its operations, and premiumizing its offers. But this is not always enough. Friendly policies and the predictability of a regulatory framework should accompany the effort. PS: In January 2026, the Carbon Border Adjustment Mechanism will be fully implemented, aimed at ensuring that importers pay the same carbon price as domestic producers. Will this not help to level the playing field? MC: This move is crucial, and it can help in dealing with the increasing carbon cost. However, I believe we already see a couple of challenges regarding the CBAM. One is around self-declaration: importers declare the carbon footprint of their materials, so how do we avoid errors or misrepresentations? In time there should be audits of the importers’ industrial installations and co-operation with the authorities at source to ensure the data flow is accurate and constant. It really needs to be watertight, and the authorities need to be fully mobilized to make sure the real cost of carbon is charged to the importers. Also, and very importantly, we need to ensure that CBAM does not apply to exports from the EU to third countries, as carbon costs are increasingly a major factor making us uncompetitive outside the EU, in markets where we were present for more than 20 years. > CBAM really needs to be watertight, and the authorities need to be fully > mobilized to make sure the real cost of carbon is charged to the importers.” PS: In what ways can the EU support the European cement industry and help it to be more competitive? MC: By simplifying legislation and making it more predictable so we can plan our investments for the long term. More specifically, I’m talking about the revamping of the ETS, which in its current form implies a phase-down of CO2 rights over the next decade. First, we should take a longer view and ensure that the cement industry stays competitive and its export market shares are maintained, so a policy of more for longer should accompany the new ETS. > In export markets, the policy needs to ensure a level playing field for > European suppliers competing in international destination markets, through a > system of free allowances or CBAM certificates, which will enable exports to > continue.” We should look at it as a way of funding decarbonization. We could front-load part of ETS revenues in a fund that would support the development of technologies such as low-carbon materials development and CCS. The roll-out of Infrastructure for carbon capture projects such as transport or storage should also be accelerated, and the uptake of low-carbon products should be incentivized. More specifically on export markets, the policy needs to ensure a level playing field for European suppliers competing in international destination markets, through a system of free allowances or CBAM certificates, which will enable exports to continue. PS: Are you optimistic about the future of your industry in Europe?  MC: I think with the current system of phasing out CO2 rights, and if the CBAM is not watertight, and if energy prices remain several times higher than in neighboring countries, and if investment costs, particularly for innovating new technologies, are not going to be financed through ETS revenues, then there is an existential risk for at least part of the industry. Having said that, I’m optimistic that, working together with the European Commission we can identify the right policy making solutions to ensure our viability as a strategic industry for Europe. And if we are successful, it will benefit everyone in Europe, not least by guaranteeing more high-quality jobs and affordable and more energy-efficient materials for housing ― and a more sustainable and durable infrastructure in the decades ahead. -------------------------------------------------------------------------------- Disclaimer POLITICAL ADVERTISEMENT * The sponsor is Titan Group * The advertisement is linked to policy advocacy around industrial competitiveness, carbon pricing, and decarbonization in the EU cement and construction sectors, including the EU’s CBAM legislation, the Green Deal, and the proposed revision of the ETS. More information here.

Donald Trump’s drive to secure peace in Ukraine must not let Vladimir Putin off the hook for war crimes committed by Russian forces, a top EU official has warned, effectively setting a new red line for a deal.  In an interview with POLITICO, Michael McGrath, the European commissioner for justice and democracy, said negotiators must ensure the push for a ceasefire does not result in Russia escaping prosecution.  His comments reflect concerns widely held in European capitals that the original American blueprint for a deal included the promise of a “full amnesty for actions committed during the war,” alongside plans to reintegrate Russia into the world economy. The Trump team’s push to rehabilitate the Kremlin chief comes despite international condemnation of Russia for alleged crimes including the abduction of 20,000 Ukrainian children and attacks targeting civilians in Bucha, Mariupol and elsewhere.  “I don’t think history will judge kindly any effort to wipe the slate clean for Russian crimes in Ukraine,” McGrath said. “They must be held accountable for those crimes and that will be the approach of the European Union in all of these discussions. “Were we to do so, to allow for impunity for those crimes, we would be sowing the seeds of the next round of aggression and the next invasion,” he added. “And I believe that that would be a historic mistake of huge proportions.” Protesters in London, June 2025. There has been international condemnation of Russia for alleged crimes including the abduction of 20,000 Ukrainian children and attacks targeting civilians. | Vuk Valcic/SOPA Images/LightRocket via Getty Images Ukrainian authorities say they have opened investigations into more than 178,000 alleged Russian crimes since the start of the war. Last month, a United Nations commission found Russian authorities had committed crimes against humanity in targeting Ukrainian residents through drone attacks, and the war crimes of forcible transfer and deportation of civilians.  “We cannot give up on the rights of the victims of Russian aggression and Russian crimes,” McGrath said. “Millions of lives have been taken or destroyed, and people forcibly removed, and we have ample evidence.”  The EU and others have worked to set up a new special tribunal for the crime of aggression with the aim of bringing Russian leaders to justice for the full-scale invasion of Ukraine, which began in February 2022. In March 2023, judges at the International Criminal Court issued an arrest warrant for Putin, naming him “allegedly responsible for the war crime of unlawful deportation of population [children]” from Ukraine. But Trump and his team have so far shown little interest in prosecuting Putin. In fact, the U.S. president has consistently described his Russian counterpart in positive terms, often talking about how he is able to have a “good conversation” with Putin. Trump has expressed the hope of building new economic and energy partnerships with Russia, and the pair have even discussed organizing ice hockey matches in Russia and the U.S. once the war is over.   The draft 28-point peace plan that Trump’s team circulated last week continues in a similar vein.  It states that “Russia will be reintegrated into the global economy” and invited to rejoin the G8 after being expelled in 2014 following Moscow’s annexation of Crimea. “The United States will enter into a long-term economic cooperation agreement for mutual development in the areas of energy, natural resources, infrastructure, artificial intelligence, data centers, rare earth metal extraction projects in the Arctic, and other mutually beneficial corporate opportunities,” the document said. The U.S. peace plan proposes to lift sanctions against Russia in stages, though European leaders have pushed back to emphasize that the removal of EU sanctions will be for them to decide. Not everyone in Europe wants to maintain the squeeze on Moscow, however. Hungary has repeatedly stalled new sanctions, especially on oil and gas, for which it relies on Russia. Senior politicians in Germany, too, have floated the idea of lifting sanctions on the Nord Stream gas pipeline from Russia.