Mujtaba Rahman is the head of Eurasia Group’s Europe practice. He posts at @Mij_Europe. France’s municipal elections were never meant to be a dress rehearsal for its next presidential race. And yet, the first round of voting on March 15 was exactly that, offering a revealing and deeply paradoxical snapshot of a politically fractured country. At first glance, the results seemed to confirm the prevailing narrative: That Marine Le Pen’s far-right National Rally (RN) remains the dominant force in French politics, with national opinion polls giving the party a commanding 19-point lead ahead of the 2027 presidential elections. But the reality beneath these headlines is more complicated — and perhaps more fragile. First, the RN’s first-round performance was uneven at best. It did make some advances: It remains competitive in Marseille, leads in Toulon, and most importantly is poised to capture Nice, France’s fifth-largest city, in the second round this coming Sunday. However, analysts have pointed out that the city’s mayoral candidate Eric Ciotti — a former president of the center-right Republicans — only recently joined the RN and made a point of distancing himself from the far-right party throughout his campaign. Furthermore, these gains fell short of both the party’s and pollsters’ expectations. In fact, in most of France’s major urban centers like Paris, Lyon, Toulouse, Nantes, Montpellier, Strasbourg and Bordeaux, the RN scored less than 8 percent. The party’s struggles in these big cities suggest that for all its national appeal, it still encounters resistance when voters are asked to entrust it with an actual mandate to govern. French voters may flirt with the far right in theory, but in practice many remain cautious. The most surprising development, meanwhile, was the performance of Jean-Luc Mélenchon’s hard-left France Unbowed movement, which exceeded expectations across the country. The party captured Saint-Denis, is likely to win Roubaix, and gave a strong performance in cities like Toulouse and Lille. It appears this surge was driven, at least in part, by geopolitical developments — specifically the war in Iran. Based on impressions on the ground, heightened anti-war sentiment seems to have mobilized both the Muslim and young hard-left voters who form the party’s base. The implications of this are significant: Many had written Mélenchon off after a series of scandals and a dip in national polling. But these successes suggest he may yet play an important role in shaping the presidential elections — again — making it difficult for a more moderate left candidate to emerge and possibly even reaching the final run-off alongside the far right. Meanwhile, France’s traditional parties — the center-left Socialists and center-right Republicans — continue to display an unexpected resilience at the local level, despite being nationally sidelined since 2017. Together they dominated a majority of towns, including many of the country’s largest cities, remaining deeply embedded in municipal politics. By contrast, French President Emmanuel Macron’s centrist movement remains conspicuously weak, having failed to establish a meaningful municipal base after nearly a decade in power. It’s an absence that helps explain the lack of a clear anti-incumbent wave, as voters had limited opportunities to express dissatisfaction with the government at the local ballot box given the relatively few centrist mayors they could unseat. Finally, amid this fragmented field, the one figure that stands out is former Prime Minister Édouard Philippe. Philippe’s strong showing in Le Havre — where he secured 43 percent of the vote in the first round — comfortably positions him for reelection. And out of the large pack of candidates trailing behind the far right in the presidential polls, he now looks to be the strongest (though marginally) and most experienced contender. Philippe had previously said he would abandon his national ambitions if he lost the mayoral race, but a good win on Sunday could easily relaunch his flagging national campaign. The second round of municipal elections will, of course, be crucial. A strong showing by the RN — particularly if the party is able to capture Marseille and Toulon — could restore its momentum and reinforce its performance at the national level. But in such an uncertain environment, next year’s race is far from decided. And what the first round of municipal results really reveal isn’t so much a country marching in one direction as one pulled in several at once, searching — perhaps uneasily — for a new political equilibrium.

NYÍREGYHÁZA, Hungary — Hungarian Prime Viktor Orbán’s political dominance is in question for the first time in 16 years. And in his ruling party’s rural stronghold, younger voters are complaining their elderly relatives are still spellbound by him. Capitalizing on voter frustration over record inflation, economic malaise and endemic corruption, opposition figure Péter Magyar’s campaign has turned his once small center-right Tisza party into a strong anti-Orbán bloc that now holds a national lead in the polls. His promises of building a “modern, European Hungary” are resonating — particularly with the young. But not so much with the older generation who are more resistant to Magyar’s call for change. And that generational divide, younger voters worry, may be a decisive factor in what’s shaping up to be the country’s most consequential election since the end of Communism. The northeastern town of Nyíregyháza, where more than half the population is over 50 years old, is a prime example of this. Long a Fidesz fortress, town residents were hesitant to talk to media or share their last names for fear of online reprisal, particularly the older generation of ruling party supporters. However, some Tisza voters were willing to speak and lament their Orbán-supporting elders — like 27-year-old actor and former Fidesz voter Benji. Asking not to share his family name for fear of trolling on social media, “I’m rooting for Tisza, and I’m hoping there will be some change. The country is heading in the wrong direction, culturally and business-wise,” he told POLITICO. But, he added, in a conversation interrupting his short walk to the theater, “my mom is voting for Orbán because of the war. And her friends as well.” According to Benji, Orbán’s laser-like campaigning about the risks of being sucked into the war in neighboring Ukraine, and his relentless portrayal of Magyar as a Brussels stooge, is working like a spell on the elderly in Nyíregyháza, which is just 70 kilometers from the Ukrainian border. So, too, is his argument that the country needs political stability and that his is the safest pair of hands to navigate these highly dangerous times. Péter Magyar’s promises of building a “modern, European Hungary” are resonating — particularly with the young. | Ferenc Isza/AFP via Getty Images It’s not just in Nyíregyháza that the generational divide spells trouble for Magyar either. Tisza faces a similar problem in other eastern and southern towns, as Fidesz’s traditional heartland has seen a near-constant exodus of the young in search of jobs and opportunities in Budapest or overseas. This youthful flight has only buttressed Fidesz’s regional dominance over the years, and if Tisza is to oust the long-serving Hungarian leader, it will have to win at least some of these towns. And given Orbán’s incumbent advantages, dominance over government-owned airwaves and the largely obliging press controlled by his business allies, Tisza will only have a chance of unseating him if it can erode his party’s traditional vote. Nyíregyháza’s older population is particularly tight-lipped, but Katalin, a 70-year-old semi-retired credit advisor, was happy speak. Once a loyal Fidesz voter, she’s now doing her best to cajole her peers toward Tisza, though she admits whipping up support among her peers in her hometown has been tough, particularly because of the war. “I’m trying to convince everyone that I can to vote for the opposition. But, unfortunately, I have Fidesz voters in my circle. I can’t believe they’re not seeing what this filth is doing,” she said. Dotted around the town are Fidesz billboards depicting Magyar as Janus-like, with half his face transformed into the EU flag. Others group together portraits of Magyar, EU Commission President Ursula von der Leyen and Ukrainian President Volodymyr Zelenskyy, implying they’re all one and the same. “When I talk to my mom about politics, I feel like she’s brainwashed. I try to speak with her to raise her awareness and to encourage her to question things, so she could see behind what’s in the news. My mom is 64. But she and her friends are going to vote for Fidesz,” Benji similarly complained. Tisza will only have a chance of unseating Viktor Orbán if it can erode his party’s traditional vote. | Attila Kisbenedek/AFP via Getty Images Tibor, an IT worker, is encountering the same with his grandmother. “She’s a big fan of the ruling party. And one of my relatives is working for Fidesz, so they are, of course, voting for Orbán,” he explained. “I have no clue why anyone would vote for Fidesz. I feel like they’re just old and glued to watching the government TV channels. They have tunnel vision.” The last time Hungary held parliamentary elections in 2022, opposition hopes were similarly high, but that’s not how things turned out: Fidesz secured the highest vote share of any party in Hungary since the fall of Communism in 1989. “We won a victory so big that you can see it from the moon, and you can certainly see it from Brussels,” boasted an ebullient Orbán. And in the Szabolcs-Szatmár-Bereg region, where Nyíregyháza is the county capital, Fidesz crushed the opposition with a 61 percent vote share — 7 percent higher than the party’s national take. Yet, Tisza is sure this time will be different, partly because it’s fielding local star László Gajdos as its main candidate here. Hungarians cast two votes — one for the national party list and another for their preferred candidate in single-member district constituencies. Of the 199 seats in the National Assembly, 106 are filled by winners of the district races, while the remaining 93 seats are distributed among winners of the party lists. And Gajdos, a highly popular director of the Nyíregyháza Zoo, is running on both. Even pro-Fidesz observers like Mráz Ágoston Sámuel, director of the research consultancy Nézőpont Institute, expect Tisza to win more national list seats “because opposition voters are very much concentrated in the cities, especially in Budapest. From the party list, we estimate Fidesz will get about 40 seats,” he told POLITICO. But the real fight will be in the districts, and Fidesz will still win the majority there, he said. Tisza disagrees. Péter Lajos Szakács, one of the party’s candidates in Nyíregyháza, told POLITICO he’s confident the party will win. “In Nyíregyháza, we will win with a landslide. I’m in the second district and Gajdos is in the first. He’ll have a historic win. With me, what I can say is that right now, I’m in a tie with my opponent. But we’re working hard, so we can send him into retirement, and he can then spend time with his grandkids,” he said confidently. But local supporters POLITICO spoke to weren’t quite so convinced the electoral struggle in Nyíregyháza is over. “I wouldn’t dare make any predictions,” cautioned Benji. However, most of them did say they thought the election outcome would be close. And that in itself suggests Fidesz isn’t likely to scale the heights it did in 2022. Dotted around the town are Fidesz billboards depicting Magyar as Janus-like, with half his face transformed into the EU flag. | Artur Widak/NurPhoto via Getty Images Ultimately, in the districts outside Budapest, much will depend on whether Fidesz can once again mobilize its supporters and get out the vote. In the past, the party was highly efficient in doing so, but in a video of party workers gathered for “warrior training” in October, Orbán was seen fuming about the state of the party’s databases, complaining they were in bad shape. Even so, according to 76-year-old retail store owner Júlia, soothsaying might be a mistake. Unlike most of her contemporaries, Júlia thinks Hungary desperately needs change: “I don’t want to say who I’m voting for. My main criterion is that my kids and my grandkids get to stay here. And that they can make a living, and I don’t think that will happen unless things change. Life will then get easier here,” she mused. In the meantime, with political tensions running high, her business is being impacted. Gesturing to the empty street in downtown Nyíregyháza, she said: “Everything is so quiet. We can really feel it. People are saving up their money. They’re scared of what the future will bring.”

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.

The center-right European People’s Party is eyeing “better implementation” of the Lisbon Treaty to better prepare the EU for what it sees as historic shifts in the global balance of power involving the U.S., China and Russia, EPP leader Manfred Weber said on Saturday. Speaking at a press conference on the second day of an EPP Leaders Retreat in Zagreb, Weber highlighted the possibility of broadening the use of qualified majority voting in EU decision-making and developing a practical plan for military response if a member state is attacked. Currently EU leaders can use qualified majority voting on most legislative proposals, from energy and climate issues to research and innovation. But common foreign and security policy, EU finances and membership issues, among other areas, need a unified majority. This means that on issues such as sanctions against Russia, one country can block agreement, as happened last summer when Slovakian Prime Minister Robert Fico vetoed a package of EU measures against Moscow — a veto that was eventually lifted. Such power in one country’s hands is something that the EPP would like to change.  As for military solidarity, Article 42.7 of the Lisbon Treaty obliges countries to provide “aid and assistance by all the means in their power” if an EU country is attacked. For Weber, the formulation under European law is stronger than NATO’s Article 5 collective defense commitment. However, he stressed that the EU still lacks a clear operational plan for how the clause would work in practice. Article 42.7 was previously used when France requested that other EU countries make additional contributions to the fight against terrorism, following the Paris terrorist attacks in November 2015.  Such ideas were presented as the party with a biggest grouping in the European Parliament — and therefore the power to shape EU political priorities — presented its strategic focus for 2026, with competitiveness as its main priority.  Keeping the pulse on what matters in 2026  The EPP wants to unleash the bloc’s competitiveness through further cutting red tape, “completing” the EU single market, diversifying supply chains, protecting economic independence and security and promoting innovation including in AI, chips and biotech, among other actions, according to its list 2026 priorities unveiled on Saturday. On defense, the EPP is pushing for a “360-degree” security approach to safeguard Europe against growing geopolitical threats, “addressing state and non-state threats from all directions,” according to the document. The EPP is calling for enhanced European defense capabilities, including a stronger defense market, joint procurement of military equipment, and new strategic initiatives to boost readiness. The party also stressed the need for better protection against cyberattacks and hybrid threats, and robust measures to counter disinformation campaigns targeting EU institutions and societies. On migration and border security, the EPP backs tougher asylum admissibility rules, faster returns, and strengthened external borders, including reinforced Frontex operations and improved digital systems like the Entry/Exit System.  The party also urged a Demographic Strategy for Europe amid the continent’s shrinking and aging population. The text, initiated by Croatian Democratic Union (HDZ), member of the EPP, wants to see demographic considerations integrated into EU economic governance, cohesion funds, and policymaking, while boosting family support, intergenerational solidarity, labor participation, skills development, mobility and managed immigration.  Demographic change is “the most important issue, which is not really intensively discussed in the public discourse,” Weber said. “That’s why we want to highlight this, we want to underline the importance.” 

MARSEILLE, France — Violence at a drug trafficking hotspot in the social housing complex next to Orange’s headquarters in Marseille forced the telecoms giant to lock its forest-green gates and order its thousands of employees to work from home. The disruption to such a recognizable company — one that gives its name to the city’s iconic football venue — became a fresh symbol of how drug trafficking and insecurity are reshaping politics ahead of municipal elections. In a recent poll, security ranked among voters’ top concerns, forcing candidates across the spectrum to pitch competing responses to the drug trade. “The number one theme is security,” center-right candidate Martine Vassal told POLITICO. “In the field, what I hear most often are people who tell me that they no longer travel in the heart of the city for that reason.” French political parties are watching the contest closely for clues about the broader battles building toward the 2027 presidential race. In many ways, Marseille is a microcosm of France as a whole, reflecting the country’s wider demographics and its biggest political battles. The city is diverse. Multicultural and low-income neighborhoods that tend to support the hard left abut conservative suburbs that have swung to the far right in recent years. As in much of France, support for the political center in Marseille is wobbling.  The left-wing incumbent Benoît Payan remains a slight favorite in the March contest, but Franck Allisio, the candidate for the far-right National Rally, is just behind, with both men polling at around 30 percent. The issues at play strike at the heart of Marseille’s identity: its notorious drug trade, entrenched poverty and failure to seize on the competitive advantages of a young, sun-drenched city strategically perched on the Mediterranean. Whichever candidate can articulate a platform that speaks to Marseille’s local realities while addressing anxieties shared across France will be well positioned to take city hall — and to provide their party with a potential blueprint for the 2027 presidential campaign.  SECOND CITY  Marseille has always had something of a little-brother complex with Paris, a resentment that goes beyond the football rivalry of Paris Saint-Germain and Olympique de Marseille. Many in the city regard the French capital as a distant power center that tries to impose its own solutions on Marseille without sufficiently consulting local experts.   People in Marseilles pay tribute to murdered Mehdi Kessaci. 20, whose brother is a prominent anti drug trafficking campaigner, and protest against trafficking, Nov. 22, 2025. | Clement Mahoudeau/AFP via Getty Images “Paris treats Marseille almost like a colony,” said Allisio. “A place you visit, make promises to — without any guarantee the money will ever be spent.”  When it comes to drug trafficking and security, leaders across the political spectrum agree that Paris is prescribing medicine that treats the symptoms of the crisis, not the cause.  Violence associated with the drug trade was thrust back in the spotlight in November with the killing of 20-year-old Mehdi Kessaci. Authorities are investigating the crime as an act of intimidation. Mehdi’s brother Amine Kessaci is one of the city’s most prominent anti-trafficking campaigners, rising to prominence after their half-brother — who was involved in the trade — was killed several years earlier.  President Emmanuel Macron, Interior Minister Laurent Nuñez and Justice Minister Gérald Darmanin all visited Marseille in the wake of Kessaci’s killing, outlining a tough-on-crime agenda to stop the violence and flow of drugs.  Locals stress that law-and-order investments must be matched with funding for public services. Unless authorities improve the sluggish economy that has encouraged jobless youths to turn to the drug trade, the problem will continue.  “Repression alone is not efficient,” said Kaouther Ben Mohamed, a former social worker turned activist. “If that was the case, the drug trade wouldn’t have flourished like it did.” Housing is another issue, with many impoverished residents living in dangerous, dilapidated buildings. “We live in a shit city,” said Mahboubi Tir, a tall, broad-shouldered young man with a rugby player’s physique. “We’re not safe here.”   Tir spent a month in a coma and several more in a hospital last April after he was assaulted during a parking dispute. His face was still swollen and distorted when he spoke to POLITICO in December about how the incident reshaped his relationship with the city he grew up in.  “I almost died, and I was angry at the city,” said Tir, who suffers from memory loss and has only a vague recollection of what led to the assault, as he sipped coffee in the backroom office of a tiny, left-leaning grassroots political party where he volunteers, Citizen Ambition.  SECURITY PROBLEM To what extent Marseille’s activist groups can bring about change in a city whose struggles have lasted for decades remains to be seen, but the four leading candidates for mayor share a similar diagnosis. They all believe the lurid crime stories making national headlines are a byproduct of a lack of jobs and neglected public services — and that the French state’s responses miss the mark. Rather than relying on harsher punishments as a deterrent, they argue the state should prioritize local policing and public investment. When Payan announced his candidacy for reelection, he pledged free meals for 15,000 students to get them back in school and to double the number of local cops as part of a push for more community policing. Allisio’s platform puts the emphasis on security-related spending: increased video surveillance, more vehicles for local police and the creation of “specialized units to combat burglary and public disorder.” Vassal — the center-right backed by the conservative Les Républicains and parties aligned with Macron — has similarly put forward a proposal to arm fare enforcers in public transport. Both Allisio and Vassal are calling for unspecified spending cuts while preserving basic services provided at the local level like schools, public transportation and parks and recreation. Vassal, who is polling third, said she would make public transportation free for residents younger 26 to travel across the spread-out city. She accuses the current administration of having delivered an insufficient number of building permits, slowing the development of new housing and office buildings and thus the revitalization of Marseille’s most embattled areas — a trend she pledged to reverse. Both Vassal and Allisio are advocating for less local taxes on property to boost small businesses and create new jobs. Allisio has also put forward a proposal to make parking for less 30 minutes free to facilitate deliveries and quick stops to buy products. The outlier — at least when it comes to public safety — is Sébastien Delogu, a disciple of three-time hard-left presidential candidate Jean-Luc Mélenchon. Though Delogu is polling fourth at 14 percent, he can’t be counted out, given that Mélenchon won Marseille in the first round of the last two presidential elections. Though Delogu acknowledges that crime is a problem, he doesn’t want to spend more money on policing. He instead proposes putting money that other candidates want to spend on security toward poverty reduction, housing supply and the local public health sector. Whoever wins, however, will have to grapple with an uncomfortable truth. Aside from local police responsible for public tranquility and health, policing and criminal justice matters are largely managed at the national level. The solution to Marseille’s problems will depend, to no small extent, on the outcome of what happens next year in Paris.

PARIS — Parisian voters will in March choose a new mayor for the first time in 12 years after incumbent Anne Hidalgo decided last year against running for reelection. Her successor will become one of France’s most recognizable politicians both at home and abroad, governing a city that, with more than 2 million people, is more populous than several EU countries. Jacques Chirac used it as a springboard to the presidency. The timing of the contest — a year before France’s next presidential election — raises the stakes still further. Though Paris is not a bellwether for national politics — the far-right National Rally, for example, is nowhere near as strong in the capital as elsewehere — what happens in the capital can still reverberate nationwide. Parisian politics and the city’s transformation attract nationwide attention in a country which is still highly centralized — and voters across the country observe the capital closely, be it with disdain or fascination. It’s also not a winner-take-all race. If a candidate’s list obtains more than 10 percent of the vote in the first round, they will advance to the runoff and be guaranteed representation on the city council. Here are the main candidates running to replace Hidalgo: ON THE LEFT EMMANUEL GRÉGOIRE Emmanuel Grégoire wants to become Paris’ third Socialist Party mayor in a row. He’s backed by the outgoing administration — but not the mayor herself, who has not forgiven the 48-year-old for having ditched his former job as her deputy to run for parliament last summer in a bid to boost his name recognition. HIS STRENGTHS: Grégoire is a consensual figure who has managed, for the first time ever, to get two key left-wing parties, the Greens and the Communists, to form a first-round alliance and not run their own candidates. That broad backing is expected to help him finish first in the opening round of voting. Emmanuel Grégoire. | Thomas Samson/AFP via Getty Images His falling-out with Hidalgo could also turn to his advantage given her unpopularity. Though Hidalgo will undoubtedly be remembered for her work turning Paris into a green, pedestrian-friendly “15 minute” city, recent polling shows Parisians are divided over her legacy. It’s a tough mission, but Grégoire could theoretically campaign on the outgoing administration’s most successful policies while simultaneously distancing himself from Hidalgo herself. ACHILLES’ HEEL: Grégoire can seem like a herbivorous fish in a shark tank. He hasn’t appeared as telegenic or media savvy as his rivals. Even his former boss Hidalgo accused him of being unable to take the heat in trying times, a key trait when applying for one of the most exposed jobs in French politics. Polling at: 32 percent Odds of winning: SOPHIA CHIKIROU Sophia Chikirou, a 46-year-old France Unbowed lawmaker representing a district in eastern Paris, hopes to outflank Grégoire from further to the left. HER STRENGTHS: A skilled political operative and communications expert, Chikirou is one of the brains behind left-wing populist Jean-Luc Mélenchon’s last two presidential runs, both of which ended with the hard left trouncing its mainstream rival — Grégoire’s Socialist Party. Sophia Chikirou. | Joel Saget/AFP via Getty Images She’ll try to conjure up that magic again in the French capital, where she is likely to focus her campaign on socially mixed areas near the city’s outer boundaries that younger voters, working-class households and descendants of immigrants typically call home. France Unbowed often performs well with all those demographics. ACHILLES’ HEEL: Chikirou is a magnet for controversy. In 2023, the investigative news program Cash Investigation revealed Chikirou had used a homophobic slur to refer to employees she was feuding with during a brief stint as head of a left-wing media operation. She also remains under formal investigation over suspicions that she overbilled Mélenchon — who is also her romantic partner — during his 2017 presidential run for communications services. Her opponents on both the left and right have also criticized her for what they consider rose-tinted views of the Chinese regime. Chikirou has denied any wrongdoing in relation to the overbilling accusations. She has not commented on the homophobic slur attributed to her and seldom accepts interviews, but her allies have brushed it off as humor, or a private conversation. Polling at: 13 percent Odds of winning: ON THE RIGHT RACHIDA DATI Culture Minister Rachida Dati is mounting her third bid for the Paris mayorship. This looks to be her best shot. HER STRENGTHS: Dati is a household name in France after two decades in politics. Culture Minister Rachida Dati. | Julien de Rosa/AFP via Getty Images She is best known for her combative persona and her feuds with the outgoing mayor as head of the local center-right opposition. She is the mayor of Paris’ 7th arrondissement (most districts in Paris have their own mayors, who handle neighborhood affairs and sit in the city council). It’s a well-off part of the capital along the Left Bank of the Seine that includes the Eiffel Tower. Since launching her campaign, Dati has tried to drum up support with social media clips similar to those that propelled Zohran Mamdani from an unknown assemblyman to mayor of New York. Hers have, unsurprisingly, a right-wing spin. She’s been seen ambushing migrants, illicit drug users and contraband sellers in grittier parts of Paris, racking up millions of views in the process. ACHILLES’ HEEL: Dati is a polarizing figure and tends to make enemies. Despite being a member of the conservative Les Républicains, Dati bagged a cabinet position in early 2024, braving the fury of her allies as she attempted to secure support from the presidential orbit for her mayoral run. But the largest party supporting President Emmanuel Macron, Renaissance, has instead chosen to back one of Dati’s center-right competitors. The party’s leader, Gabriel Attal, was prime minister when Dati was first appointed culture minister, and a clash between the two reportedly ended with Dati threatening to turn her boss’s dog into a kebab. (She later clarified that she meant it jokingly.) If she does win, she’ll be commuting from City Hall to the courthouse a few times a week in September, when she faces trial on corruption charges. Dati is accused of having taken funds from French automaker Renault to work as a consultant, while actually lobbying on behalf of the company thanks to her role as an MEP. Dati is being probed in other criminal affairs as well, including accusations that she failed to declare a massive jewelry collection. She has repeatedly professed her innocence in all of the cases. Polling at: 27 percent Odds of winning: PIERRE-YVES BOURNAZEL After dropping Dati, Renaissance decided to back a long-time Parisian center-right councilman: Pierre-Yves Bournazel. HIS STRENGTHS: Bournazel is a good fit for centrists and moderate conservatives who don’t have time for drama. He landed on the city council aged 31 in 2008, and — like Dati — has been dreaming of claiming the top job at city hall for over a decade. His low profile and exclusive focus on Parisian politics could also make it easier for voters from other political allegiances to consider backing him. Pierre-Yves Bournazel. | Bastien Ohier/Hans Lucas/AFP via Getty Images ACHILLES’ HEEL: Bourna-who? The Ipsos poll cited in this story showed more than half of Parisians said they “did not know [Bournazel] at all.” Limited name recognition has led to doubts about his ability to win, even within his own camp. Although Bournazel earned support from Macron’s Renaissance party, several high-level Parisian party figures, such as Europe Minister Benjamin Haddad, have stuck with the conservative Dati instead. Macron himself appears unwilling to back his party’s choice, in part due to Bournazel being a member of Horizons, the party of former Prime Minister Édouard Philippe — who turned full Brutus and publicly called on the president to step down last fall. “I don’t see myself putting up posters for someone whose party has asked the president to resign,” said one of Macron’s top aides, granted anonymity as is standard professional practice. Polling at: 14 percent Odds of winning: ON THE FAR RIGHT THIERRY MARIANI Thierry Mariani, one of the first members of the conservative Les Républicains to cross the Rubicon to the far right, will represent the far right National Rally in the race to lead Paris. Though the party of the Le Pen family is currently France’s most popular political movement, it has struggled in the French capital for decades. Thierry Mariani. | Bertrand Guay/AFP via Getty Images HIS STRENGTHS: The bar is low for Mariani, as his party currently holds no seats on the city council. Mariani should manage to rack up some votes among lower-income households in Parisian social housing complexes while also testing how palatable his party has become to wealthier voters before the next presidential race. ACHILLES’ HEEL: Mariani has links to authoritarian leaders that Parisians won’t like. In 2014, he was part of a small group of French politicians who visited then-President of Syria Bashar al-Assad. He has also met Russia’s Vladimir Putin and traveled to Crimea to serve as a so-called observer in elections and referendums held in the Ukrainian region annexed by Russia — trips that earned him a reprimand from the European Parliament. Polling at: 7 percent Odds of winning: SARAH KNAFO There’s another candidate looking to win over anti-migration voters in Paris: Sarah Knafo, the millennial MEP who led far-right pundit-turned-politician Éric Zemmour’s disappointing 2022 presidential campaign. Knafo has not yet confirmed her run but has said on several occasions that it is under consideration. HER STRENGTHS: Though Zemmour only racked up around 7 percent of the vote when running for president, he fared better than expected in some of Paris’ most privileged districts. The firebrand is best known for popularizing the “great replacement” conspiracy theory in France — that white populations are being deliberately replaced by non-white. She appeals to hardline libertarian conservatives whose position on immigration aligns with the far right but who are alienated by the National Rally’s protectionism and its support for the French welfare state. Sarah Knafo. | Bastien Ohier/Hans Lucas/AFP via Getty Images Knafo, who combines calls for small government with a complete crackdown on immigration, could stand a chance of finishing ahead of the National Rally in Paris. That would then boost her profile ahead of a potential presidential bid. If she reaches the 10 percent threshold, she’d be able to earn her party seats on the city council and more sway in French politics at large. ACHILLES’ HEEL: Besides most of Paris not aligning with her politics? Knafo describes herself as being “at an equal distance” from the conservative Les Républicains and the far-right National Rally. That positioning risks squeezing her between the two. Polling at: 7 percent Odds of winning: EDITOR’S NOTE: Poll figures are taken from an Ipsos survey of 849 Parisians released on Dec. 12.

One trillion US dollars of gross domestic product (GDP) has been surpassed. Poland has entered the ranks of the world’s 20 largest economies, symbolically ending a phase of chasing the West that has lasted more than three decades. The Polish Development Fund’s (PFR) new strategy seeks to address the challenge of avoiding the medium-level development trap and transitioning from the role of subcontractor to that of investor. This year marks a turning point in Polish economic history. After years of transformation, reforms and overcoming civilizational deficits, Poland has reached a point that the generation of ‘89 could only dream of. GDP crossed the symbolic barrier of US$1 trillion, and we proudly enter the exclusive club of the world’s 20 largest economies. Diversified Polish exports are breaking records, and innovative companies are conquering global markets. Sound like a happy ending? Not necessarily. Via PFR Investing for future generations Poland’s past success invites tougher challenges in a brutal world. The cheap labor growth model is dead; demographics are relentless. PFR analyses highlight declining employment as a core issue — without bold changes, stagnation looms. Piotr Matczuk, PFR president, says Poland needs an impetus for resilience, innovation and growth. PFR’s 2026-2030 strategy is that roadmap, urging a shift to high gear. On Dec. 10, it unveiled investments for future generations. Geopolitics enters the balance sheet PFR’s strategy marks a paradigm shift: integrating economics with security. Business now anchors state security, with “economic and defence resilience” as a core pillar — viewing security spending as essential insurance, not cost. > The PFR’s strategy is clear: the competitiveness of the Polish economy depends > directly on access to cheap and clean energy. PFR has invested in WB Electronics, Poland’s defense leader in command systems and drones. It expands beyond arms via dual-use tech: algorithms, encrypted communications and autonomous drones often from civilian startups. This spring’s PFR Deep Tech program backs venture capital (VC) for scaling these firms; IDA targets innovations for logistics, cybersecurity and future defense. The focus is Poland’s technological sovereignty. Controlling key security links — from ammo to artificial intelligence — ensures economic maturity resilient to geopolitical shocks. > Poland needs a boost to our resilience, innovation and growth rate. That is > why the new strategy emphasizes investment in new technologies, infrastructure > and the financial security of Poles. We want the PFR to be a catalyst for > change and a partner of choice — an institution that invests for future > generations, sets quality standards in development financing and supports > Polish entrepreneurs in boosting their international presence. > > Piotr Matczuk, President, PFR Piotr Matczuk, President, PFR / Via PFR Energy: to be or not to be for the industry If defense is the shield, then energy is the bloodstream. The PFR’s strategy is clear: the competitiveness of the Polish economy depends directly on access to cheap and clean energy. Without accelerating the transformation, Polish companies, instead of increasing their share in foreign markets, may lose their position. This is why the fund wants to enter the game as an investor where the risks are high, but the stakes are even higher — into an investment gap that the commercial market alone will not fill.  The concept of local content, in other words the participation of domestic companies in the supply chain, is key to the new strategy. This is where the circle closes. The Baltic Hub is not just a container terminal. Investment in the T5 installation terminal is the foundation, as the Polish offshore will not be built with the appropriate participation of a domestic port. This is a classic example of how the PFR works: building ‘hard’ infrastructure that becomes a springboard for a whole new sector of the economy.  The end of being a subcontractor: capital emancipation Taking inspiration from, among others, France’s Tibi Initiative, in mid-November 2025 the Polish minister of finance and economy, Andrzej Domański, announced the Innovate Poland program. The PFR plays a leading role in what will be the largest initiative in the history of the Polish economy to invest in innovative projects. Thanks to cooperation with Bank Gospodarstwa Krajowego (BGK), PZU and the European Investment Fund, Innovate Poland is already worth 4 billion złoty, and the program multiplier may reach as much as 3-4. The combined development and private capital will be invested by experienced VC and private equity funds. The aim is to further Poland’s economic development — driven by innovative companies that make a profit. In the first phase, it is expected to finance up to 250 companies at various stages of development. Via PFR The expansion of Polish companies abroad is also part of the effort for advancement in the global hierarchy. Their support is one of the pillars of the new PFR strategy. For three decades, Poland has played the role of the assembly plant of Europe — solid, cheap and hard-working. However, the highest margins, flowing from having a global brand and market control, went overseas. Polish companies need to stop being anonymous subcontractors and become owners of assets in foreign markets.  Here, the PFR acts as financial leverage. The support for the Trend Group is a prime example of this maturing process. This is a transaction with a symbolic dimension: it reverses the investment vector of the 1990s, when German capital was consolidating Polish assets. Today, it is Polish entities that are increasingly becoming leaders in offering industrial solutions in the European Union. > Polish companies need to stop being anonymous subcontractors and become owners > of assets in foreign markets. However, these ambitions extend beyond the Western direction. The strategy strongly emphasizes Poland’s role in the future reconstruction of Ukraine and the consolidation of the Central and Eastern European region. The involvement of the PFR in the operations of the Euvic Group on the Ukrainian IT market is a good example. In the digital world, big players have more power, and the PFR strives to ensure that the decision-making centers of those growing giants remain in Poland. Most importantly, Polish businesses are no longer alone in this struggle. The strategy institutionalizes the concept of ‘Team Poland’. In this initiative, the PFR provides capital; BGK, a state development bank, offers debt solutions; the KUKE, an insurance company, insures the risk; and the Polish Investment and Trade Agency provides promotional support. Acting like a one-stop shop, all these institutions enable Polish capital to compete as a partner in the global league. This is part of the Polish government’s modern economic diplomacy strategy, led by Domański. Capital for generations. From an employee to a stakeholder in the economy  All grand plans need fuel. Mature economies like the Netherlands and the United Kingdom harness citizens’ savings via capital markets. PFR’s strategy boldly demands Poland’s success create generational wealth: turning the average Kowalski from an employee into a stakeholder. Diagnosis is brutal: Poles save little (6.38 percent compared with the EU’s 14.32 percent in Q1 2024) and inefficiently, favoring low-interest deposits. Employee Capital Plans (PPK) drive cultural change. Hard data demonstrate this: 67 percent average returns over five years crush traditional savings. It’s a virtuous cycle — PPK capital feeds stock markets, finances company growth and loops profits back to future pensioners. An architect, not a firefighter  The new PFR strategy for 2026-30 is a clear signal of a paradigm shift. The company, which many Polish entrepreneurs still see as a firefighter extinguishing the flames of the pandemic with billions from the Anti-Covid Financial Shields, is definitively taking off its helmet and putting on an engineer’s hard hat. It is shifting from interventionist to creator mode, abandoning the role of ‘night watchman’ of the Polish economy to that of its ‘chief architect’. This is an ambitious attempt to establish an institution in Poland that not only provides capital, but also actively shapes the country’s economic landscape, setting the direction for development for decades to come.

PARIS — A generational reckoning is brewing in Paris and Berlin, where a new wave of younger politicians is putting pensioners on notice: The system is buckling and can’t hold unless retirees do more to help fix it. Culture, language and local politics may add a distinct flavor to each debate, but the European Union’s two biggest economies are dealing with the same issue — how to pay for the soaring costs associated with the retirement of baby boomers.   The problem is both demographic and financial. Declining birthrates mean there aren’t enough young people to offset the boom in retirees at a time when economic growth is sluggish, salaries have stagnated and purchasing power isn’t evolving at the same rate as it did for previous generations. And with the cost of real estate skyrocketing, young people feel that buying a home and other opportunities afforded to their parents’ generation are increasingly out of reach.  With budgets already strapped thanks to priorities such as rearmament in the face of Russian aggression, reindustrialization and the green transition, a growing number of young politicians from the center to the right of the political spectrum are calling out retirees for not contributing to the solution.  Some lawmakers in Germany, like 34-year-old Johannes Winkel, are calling for greater “intergenerational justice.” The 38-year-old French MP Guillaume Kasbarian is going a step further, arguing France should rethink its pay-as-you-go system — similar to Germany’s — in which current workers fund retirees’ pensions through taxes. The 38-year-old French MP Guillaume Kasbarian is going a step further, arguing France should rethink its pay-as-you-go system — similar to Germany’s — in which current workers fund retirees’ pensions through taxes. | Amaury Cornu/Hans Lucas/AFP via Getty Images Targeting pensioners is a politically dangerous proposition. They are a reliable voting constituency, heading to the ballot box in greater numbers than younger generations — and they lean centrist. German Chancellor Friedrich Merz’s conservative bloc got an estimated 43 percent of the vote among people aged 70 and above in February’s general election, and older voters helped Macron secure reelection in 2022.  French Budget Minister Amélie de Montchalin told lawmakers last month that she didn’t “want to trigger a generation war” over the government’s fiscal plans for next year.  But she — and her counterparts across the Rhine — may not have a choice. ‘FAIR TO ALL GENERATIONS’ Lawmakers in France are sparring this week over a highly contentious plan to freeze inflation adjustments on pension payments next year, part of a wide-ranging effort to trim billions of euros from the budget and get the deficit below 5 percent of gross domestic product. The debate in France echoes similar conversations in Germany, where Winkel is among a group of young conservatives who rebelled against a pension reform package put forth by Merz’s government, saying current benefits for older people are too generous and asking for a plan that is “fair to all generations.”   A group of leading economists argued in an op-ed in German newspaper Handelsblatt that Merz’s proposed pension package would be “to the detriment of the younger generation, who are already under increasing financial pressure.”   The leaders of Germany’s coalition set out to resolve the dispute last week, with Merz vowing to take on a second, more far-reaching set of pension reforms as early as next year.   Winkel is among a group of young conservatives who rebelled against a pension reform package put forth by Merz’s government, saying current benefits for older people are too generous and asking for a plan that is “fair to all generations.”  | Photo by Nadja Wohlleben/Getty Images But it’s unclear whether that proposal has appeased all young conservatives. In a letter this week, the group said its 18 lawmakers would decide individually how they will vote on the immediate pension package, which is set to go for a vote on Friday. Every vote will matter, as Merz’s fragile coalition has a majority of only 12 parliamentarians. On Tuesday, Merz’s center-right bloc held a test vote to see if there was enough conservative support to pass the pension reform package. The results of the internal vote were unclear. Opinion surveys in Germany and France show that much of the public favors protecting existing pension systems and benefits. Leftist parties in both countries have also strongly pushed back against measures that would freeze or lower pension benefits, arguing that the public pension system is a core element of social cohesion. But intergenerational cracks are emerging.  “Measures on pensions show a generational cleavage: They are massively rejected by pensioners but supported by nearly one out of two in the younger generation (18-24),” according to an analysis from French pollster Elabe published in October.  In another poll from Odoxa, a small majority of working-age people in France agreed that current pensioners are “better off because they were able to leave earlier than those still working.” KEY DIFFERENCES There are key differences between France and Germany, however. Pension benefits in France are far more generous than in Germany, and help keep the poverty rate among people aged 65 and above lower than that of the general population.  The opposite is true in Germany, where the over-65 population is worse off than those younger than 65, in part because public pensions became comparatively lower after pension reforms passed in the 2000s.  Ultimately, however, demographics and economics vary so much from one generation to another that it’s almost impossible to make a pension system “fair,” according to Arnaud Lechevalier, an economist at the Paris 1 Panthéon-Sorbonne University. The idea that each generation can have the same return on investment on their working-aged contributions is, in Lechevalier’s words, “a deeply stupid idea.”

PARIS — An impassioned call from France’s new top general for mayors to prepare their constituents for possible war with Russia was met with swift condemnation from major political parties. Speaking at an annual meeting of French mayors in Paris on Tuesday, Gen. Fabien Mandon urged local officials to prepare citizens that they may need “to accept suffering in order to protect who we are.” “We have all the knowledge, all the economic and demographic strength to deter the Moscow regime,” Mandon said. But he said that if France “is not prepared to accept losing its children, to suffer economically because priorities will be given to defense production, then we are at risk.” Parties on both fringes of the political spectrum — together representing a significant share of voters — pushed back, underscoring France’s lack of consensus on the need to prepare for war as well as diverging assessments on how much of a threat Russia poses to the French homeland. Hard-left leader Jean-Luc Mélenchon, who has run for president three times, expressed his “total disagreement” with Mandon in a post on X and said it is not Mandon’s job to “anticipate sacrifices that would result from our diplomatic failures.” He was joined by Communist Party leader Fabien Roussel, who accused Mandon of “warmongering.” Mélenchon’s France Unbowed and the Communists were the only parliamentary groups to vote against a symbolic resolution last year authorizing sending military aid to Ukraine. Sébastien Chenu, a lawmaker from Marine Le Pen’s far-right National Rally, said Wednesday in an interview with French broadcaster LCI that Mandon had “no legitimacy” to make such remarks and said he was worried that they reflected President Emmanuel Macron’s thinking. Mandon, who was appointed earlier this year to replace Gen. Thierry Burkhard as France’s top general, previously warned in his first parliament hearing last month that the French armed forces should be ready “in three or four years” for a “shock” with respect to Russia.  France Unbowed and the National Rally, who, according to recent polling, could face off in the next presidential election runoff, both want France to leave NATO’s integrated command. While France Unbowed wants Paris to leave the military alliance altogether as soon as possible, the National Rally is ready to wait until Russia’s war in Ukraine is over to do so.

ROME — The conservative think tank behind Donald Trump’s Project 2025 roadmap is looking for new friends across the Atlantic.  The Heritage Foundation, the intellectual engine behind the 922-page blueprint that has become the key policy manual for Trump’s second term, is partnering with a constellation of European nationalist far-right movements to export its playbook for countering progressive policies.  That included a conference in late October at the frescoed former home of late premier Silvio Berlusconi in Rome focused on Europe’s demographic crisis and the idea that falling birthrates pose a threat to Western civilization. Speakers included Roger Severino, Heritage’s vice president of domestic policy and the architect of the group’s campaign to roll back abortion access in the U.S., as well as Italy’s pro-life family minister Eugenia Roccella, the deputy speaker of the Senate, and members of Italian right-wing think tanks.  Severino and the Heritage Foundation’s president, Kevin Roberts, have also been speaking guests at summits and assemblies of far-right groups such as Patriots for Europe, which includes Marine Le Pen’s Rassemblement National and Italy’s League, under a Make Europe Great Again banner.  Meanwhile Heritage representatives have held private meetings in Washington and Brussels with lawmakers from far-right parties in Hungary, Czechia, Spain, France and Germany. Just in the past 12 months, the group held seven meetings with members of the European Parliament, compared to just one in the five years prior, according to Parliament records. And they’ve had additional meetings with MEPs that weren’t formally reported, including with three members from Italian Prime Minister Giorgia Meloni’s Brothers of Italy party. Severino told POLITICO that meetings with the European right serve to exchange ideas. But the meetings signal more than pleasantries. For European politicians, they’re a way to get access to people in Trump’s orbit. For Heritage, they’re a way to extend influence beyond Washington and achieve its ideological goals, which under Roberts have grown increasingly aligned with Trump’s MAGA approach.  Mike Gonzalez, a senior fellow at Heritage, said he meets with conservative parties to share experience in dealing with common challenges — “comparing notes, that kind of thing.” He said his interlocutors are “very interested” in policies on abortion, gender theory, defense and China, adding that parts of Project 2025 such as a section he wrote on defunding public broadcasters, are “very transferable” to Europe.  The foundation has been active in Europe for years, he points out, but demand has increased since Trump’s return to office. European right-wing leaders, Gonzalez said, “see Trump and what he is doing and say, ‘I want to get me some of that.’”  BETTER THE SECOND TIME It’s not the first time MAGA has attempted to galvanize the European right. Trump’s former strategist Steve Bannon unsuccessfully tried to unite populist nationalist parties under the Movement think tank in 2019, hamstrung by a lack of buy-in from the parties themselves.  Some observers are doubtful this renewed push will go differently. “I’m skeptical that it will amount to much,” said EJ Fagan, an associate politics professor at the University of Illinois and author of The Thinkers, a book on partisan think tanks. “The European right have their own resources that produce policies, so there’s not a lot Heritage can provide to European parties.”  That is especially an issue, Fagan noted, when it comes to finessing legislation, since Heritage doesn’t have a deep bench of “people who have a fine understanding of laws and treaties” in Europe.  But the Heritage Foundation’s European mission comes as far-right groups gain ground across Europe by tapping public frustration over issues such as immigration, climate policy and sovereignty and pushing policies that are similar to those laid out in the group’s Project 2025 agenda.  Heritage Foundation’s president, Kevin Roberts, have also been speaking guests at summits and assemblies of far-right groups such as Patriots for Europe. | Jim Lo Scalzo/EPA In Italy, two MPs have proposed legislation granting fetal personhood, which would make abortion impossible. The regional government in Lazio is preparing to approve a law that would guarantee protection of the fetus “from conception,” echoing a similar push in the US. And Rocella, Meloni’s family minister who appeared last month with Heritage’s Severino, is attempting to block a regional law banning conscientious objectors from roles in clinics providing abortions.  It’s not just reproductive rights. Meloni’s government has pulled out of a memorandum of understanding on the Belt and Road Initiative, the Chinese government’s ambitious program that aims to finance over $1 trillion in infrastructure investments. It effectively blocked Chinese telecoms giant Huawei from being a part in telecommunications development.  Lucio Malan, an MP in Meloni’s Brothers of Italy party and a panelist at two conferences organized with the Heritage Foundation, attempted to reverse a ban on homophobic and sexist advertisements — though he told POLITICO he took part in the events on the invitation of the center-right FareFuturo think tank, which co-organized the events with Heritage.   Heritage and its allies in the Trump administration have everything to gain from stronger nationalist parties in Europe, which are also pushing for delays in climate and agriculture regulations and sided with the US and Big Tech on digital regulation. Earlier this year, Heritage hosted the presentation of proposals by two far-right European think tanks, Hungary’s Mathias Corvinus Collegium (MCC) and Poland’s Ordo Iuris Institute for Legal Culture, to overhaul and hollow out the EU, undermining the commission and the European Court of Justice. And Heritage’s activity in Europe comes as the organization faces a swirl of controversy back home after Roberts sided with right-wing political commentator Tucker Carlson over criticism for interviewing a white nationalist. The incident triggered an open revolt against Roberts, who subsequently apologized. The unexpectedly swift and wide-ranging implementation of Project 2025 in the U.S. has boosted Heritage’s credentials in Europe, said Kenneth Haar of Corporate Europe Observatory, a non-profit that monitors lobbying in the EU. “Trump’s wholesale adoption of their agenda has given them unparalleled status,” he said. Now, Haar added, Heritage “is not just a think tank from the U.S., it is a representative of the MAGA coalition. It is not an exaggeration to say they are carrying out foreign policy on behalf of the president.” But the Heritage Foundation’s European mission comes as far-right groups gain ground across Europe by tapping public frustration over issues such as immigration, climate policy and sovereignty and pushing policies that are similar to those laid out in the group’s Project 2025 agenda. | Shawn Thew/EPA For Heritage, there’s good reason to focus on Europe in particular: It has become a focal point for the group’s donors and activists in the U.S., who fret about perceived Islamicization and leftist politics on the continent.  “We have an existential interest in having Europe be sovereign and free and strong,” Gonzalez told POLITICO. A RALLYING POINT Historically, Europe’s right has struggled to cooperate, with different factions representing conflicting national interests. But the machinery underpinning Trump’s reelection, and his ability to move national policy in European capitals, has shifted those dynamics, making Heritage “a factor in uniting the European right,” Haar said.  “MAGA has become a rallying point, the European right is meeting more frequently,” he added. Trump’s support for their policies also gives them more “clout” in Europe, he said, as Europe’s leaders seek favor from Trump and his allies across a range of issues, including tariffs.  Transparency activists said that they’re seeing a notable uptick in activity that suggests Heritage is gaining traction beyond symposiums and events.  Raphaël Kergueno, Senior Policy Officer at Transparency International, a NGO advocating against undue political influence, said the group’s activities — including those undeclared meetings with MEPs, which may put those members in breach of the European Parliament’s code of conduct — underscores the weakness of European rules on lobbying and advocacy.  Kenneth Haar added, Heritage “is not just a think tank from the U.S., it is a representative of the MAGA coalition. It is not an exaggeration to say they are carrying out foreign policy on behalf of the president.” | Shawn Thew/EPA “The Heritage Foundation has pushed blatantly anti-democratic projects, and is now free to court MEPs without disclosing its goals or funding,” he said. “If the EU does not clean up its act, it will allow hostile actors to import authoritarianism through the backdoor.” But Nicola Procaccini, an MEP in Meloni’s party who has held several meetings with Heritage, dismissed the idea that Heritage presents a danger to the rule of law or to European politics. He said he has not read Project 2025, and pointed to the group’s long history as an economic policy powerhouse — though that has changed in the Trump era, as the group’s new head Roberts has pivoted closer to Trump.  Nevertheless, he said, “You can share or not share their views … but Heritage is certainly an authoritative voice.”