The EU is exploring options to protect the Strait of Hormuz including by
changing the mandate of its naval missions in the region, top EU diplomat Kaja
Kallas said Monday after U.S. President Donald Trump threatened NATO allies if
they don’t help.
But some EU states are already pushing back, with Luxembourg’s Deputy Prime
Minister Xavier Bettel saying that his country would not give in to “blackmail”
from the United States to participate in the Iran war.
“With satellites, with communications, we are very happy to be useful. But don’t
ask us with troops and with machines,” Bettel, who is also foreign minister,
said on his way into a gathering of foreign envoys in Brussels on Monday.
“Blackmail is also not what I wish for,” Bettel added.
The EU is under growing pressure from Washington to help secure freedom of
navigation in the Strait of Hormuz, with Trump telling the Financial Times over
the weekend that it would “very bad for the future of NATO” if European allies
fail to respond to his appeals or refuse to participate.
“It is in our interest to keep the Strait of Hormuz open,” Kallas told
journalists. “That’s why we are also discussing what we can do from the EU side.
We have been in touch with the U.S. on many levels, but of course the situation
is very volatile.”
Among the options, Kallas said she was discussing with United Nations
Secretary-General António Guterres whether the U.N. and the EU could work
together on a plan to secure navigation through the strait, a vital artery for
trade through which 20 percent of the world’s oil transits.
The mission could echo the Black Sea Grain Initiative between Turkey, Russia,
Ukraine and the U.N. to allow Ukrainian crops to be safely exported despite an
ongoing war, she added.
ASPIDES AND ATALANTA
Kallas also said that EU foreign ministers would look into changing the mandate
of two ongoing EU-backed naval protection missions — Operations Aspides and
Atalanta — so that they could help to open the Strait of Hormuz.
Currently those missions — originally conceived to protect EU commercial vessels
from attacks by Houthi rebels in Yemen — are not operating in the strait and are
bound by rules of engagement that would limit their effectiveness, a senior EU
diplomat said.
“We will discuss with the member states whether it’s possible to really change
the mandate of this mission,” said Kallas. “We have proposals on the table … The
point is whether the member states are willing to use this mission.”
“If the member states are not doing anything with this then of course it’s their
decision, but we have to discuss to show we help to keep the Strait of Hormuz
open,” Kallas said.
In her remarks, Kallas blasted Trump’s decision to lift sanctions on Russian oil
exports as a “dangerous precedent,” saying it was important that the ongoing war
in the Middle East did not overshadow Russia’s invasion of Ukraine. Washington
lifted the sanctions on Rosneft and Lukoil exports for one month to alleviate
pressure on global oil markets amid a surge in the price of oil to more than
$100 per barrel following the attacks on Iran.
Even so, the top EU diplomat underscored European efforts to help clear the
Strait of Hormuz. Another possibility, she said, was to use a so-called
coalition of the willing to secure the strait. This refers to a group of
countries rather than the entire 27-member bloc.
“But of course you can see it’s difficult,” she said.
Indeed, no sooner had Kallas spoken than EU foreign ministers started pouring
cold water on the idea of joining any mission to clear the strait, with
Romania’s foreign minister arguing that NATO was a defensive alliance that had
no immediate duty to act in the Middle Eastern war.
Milena Wälde contributed to this report.
Tag - Grains
One of Moscow’s oil and grain export hubs was damaged by Ukrainian drone strikes
overnight, local officials said on Sunday.
An oil depot, a warehouse and terminals were damaged in the attack on the Black
Sea port of Taman, close to the Crimean peninsula, according to the governor of
Russia’s Krasnodar region. The port is a key export facility for Russian fossil
fuel products, as well as grain and fertilizers.
Veniamin Kondratyev posted on Telegram early Sunday that firefighters were
tackling blazes at the port and that Kyiv’s “massive attack” also damaged two
villages in the region, injuring two people.
Ukrainian authorities did not comment on the attack by midday Sunday, but Kyiv
acknowledged targeting the Taman port’s oil export facilities earlier this year.
With Russia’s fossil-fuel earnings funding its war on Ukraine, Kyiv views oil
export sites as key targets.
After Moscow intensified its attacks on Ukrainian power infrastructure last
year, the two sides briefly halted energy-related strikes as part of a
U.S.-brokered moratorium in late January. The pause, however, was short-lived.
The strike on the Taman port came one week after Russia launched a major attack
on Ukrainian energy facilities, compounding the situation for the country’s
battered power sector. Russian strikes have left households in Kyiv without
power and heating amid freezing temperatures.
On Friday, the United Nations’ monitoring mission in Ukraine condemned Russia’s
repeated attacks on Kyiv’s energy infrastructure as showing “a grave disregard
for the lives and well-being of civilians.”
BRUSSELS — After years of looking at Turkey as a problem, the European Union is
now viewing it as part of the solution.
As negotiations for peace in Ukraine gather momentum, Turkey’s potential role in
the post-war order — particularly as a peacekeeper and regional powerbroker in
the Black Sea —makes it a critical partner for the EU. However, Brussels is
taking baby steps with a country that has been backsliding on democracy and
whose Islamist leader, Recep Tayyip Erdoğan, has jailed high-profile political
opponents.
In an attempt to thaw relations, Enlargement Commissioner Marta Kos will visit
Turkey on Friday. Ahead of her trip, Kos told POLITICO in a written statement:
“Peace in Ukraine will change the realities in Europe, especially in the Black
Sea region. Türkiye will be a very important partner for us.”
“Preparing for peace and stability in Europe implies preparing a strong
partnership with Türkiye,” she added.
Turkey is a military heavyweight. It has the second-largest armed forces in NATO
and holds a crucial strategic position in the Mediterranean and Middle East.
Ankara’s control of the Bosphorus gives it immense sway over regional security,
and it played a key role in brokering the Black Sea deal in July 2022 that
granted safe passage to ships carrying Ukrainian grain.
The country of 88 million people has also said it is willing to send
peacekeeping troops to Ukraine if a deal is struck with Russia, and that it
would take a leading role in Black Sea security.
However, relations between the EU and Turkey have deteriorated over the years,
and have hardly been helped by Erdoğan’s lurch to autocracy and his crackdown on
opposition mayors. Although officially a candidate to join the EU, the
negotiations have been frozen since 2018.
“In the latest EU enlargement reports we have seen steps away from EU standards,
especially on the rule of law and democracy,” Kos said. “I know Türkiye has a
very long democratic tradition and also a strong civil society, and this is what
we need to see strengthened to build trust between the EU and Türkiye.”
In Ankara, to take the first steps to a rapprochement, Kos will attend a
ceremony in which the European Investment Bank and Turkey will sign off on €200
million in loans for renewable energy projects. The EIB suspended new lending to
Turkey in 2019 because of a dispute over oil and gas drilling off Cyprus.
Also on Friday, the Commission will unveil a study on “advancing a
cross-regional connectivity agenda” with Turkey, Central Europe and the South
Caucasus. The study, seen by POLITICO, maps out how investment is needed to
strengthen transport, trade, energy and digital connections along the
Trans-Caspian Corridor, which links China, Central Asia, the South Caucasus and
the Black Sea.
These are symbolic first steps toward bringing Ankara back into the fold, but
they’re not what Turkey really wants from the EU — that would be an updated
customs union agreement. The old deal was signed in 1995.
New trade agreements signed by Brussels with India and the Mercosur group of
South American countries put Turkey at a competitive disadvantage. Once they’re
in place, Ankara will be forced to grant tariff-free access to goods from those
countries, but that benefit won’t be reciprocated.
Even Ekrem İmamoğlu, the democratically elected mayor of Istanbul, whose arrest
last March triggered massive nationwide protests and international condemnation,
weighed in in favor of upgrading the customs union deal.
In a plea sent from his prison cell to European Commission President Ursula von
der Leyen, European Council chief António Costa and Parliament President Roberta
Metsola, İmamoğlu asked the EU to modernize the customs agreement with Turkey.
“The Customs Union remains the only rules-based and normative framework
underpinning Türkiye–EU relations,” İmamoğlu said in a social media post
Thursday. “In the wake of EU free trade agreements with Mercosur and India, the
asymmetrical consequences for Türkiye have become increasingly visible.”
Updating Turkey’s deal would require buy-in from the European Council. However,
Greece and Cyprus are staunchly opposed to warming relations without a goodwill
gesture first from Ankara.
Cyprus wants Ankara to allow its ships into Turkish ports, according to an EU
official. Ankara does not recognize Cyprus due to the 1974 division of the
island following a Turkish military invasion.
“The strength of any future partnership needs to be underpinned by good
political relations with our member states, and especially good neighbourly
relations and relations with Cyprus,” Kos said.
Cyprus’ deputy minister for European affairs, Marilena Raouna, told POLITICO
that the country’s presidency of the Council of the EU “can be an opportunity”
for EU-Turkey relations.
She said Cyprus “has been constructive. And we look to Türkiye to also engage
constructively.”
So far, Ankara has shown little appetite to extend an olive branch. Last year it
rejected Cyprus President Nikos Christodoulides’ proposal that Turkey open its
ports to Cypriot-flagged ships in exchange for easier access to European visas
for Turkish businesspeople.
But U.S. President Donald Trump’s reshaping of geopolitical and trade
relationships could push Europe and Turkey back toward one another.
“The world is changing and history is accelerating. Türkiye-EU relations also
need to adapt,” Turkey’s ambassador to the EU, Yaprak Balkan, told POLITICO.
“The way these relations can become stronger is by building on mutual interests.
We hope that we can build upon this philosophy in a very concrete manner.
Türkiye’s strategic objective continues to be accession to the European Union
and this should be the guiding light in our relations.”
Restarting EU membership negotiations is not in the EU’s thinking just yet.
Still, Kos said that “we need to look with fresh eyes at our relations” with the
country. “My visit to Ankara … is about rebuilding trust and exploring how we
can make our economic relationship work better for both sides.”
Brussels’ battle over whether plant-based foods can be sold as “veggie burgers”
and “vegan sausages” ended the year in stalemate on Wednesday, after talks
between EU countries and the European Parliament collapsed without a deal.
French centre-right lawmaker Céline Imart, a grain farmer from southern France
and the architect of the naming ban, arrived determined to lock in tough
restrictions on plant-based labels, according to three people involved.
Her proposal, dismissed as “unnecessary” inside her own political family, was
tucked inside a largely unrelated reform of the EU’s farm-market rulebook. It
slipped through weeks of talks untouched and unmentioned, only reemerging in the
final stretch — by which point even Paul McCartney had asked Brussels to let
veggie burgers be.
The Wednesday meeting quickly veered off course.
Officials said Imart moved to reopen elements of the text that negotiators
believed had already wrapped up, including sensitive rules for powerful farm
cooperatives. She then sketched out several possible fallbacks on dairy
contracts — a politically charged issue for many countries — but without
settling on a clear line the rest of the Parliament team could rally behind.
“And then she introduced new terms out of nowhere,” one Parliament official
said, after Imart proposed adding “liver” and “ham” to the list of protected
meat names for the first time.
“It was very messy,” another Parliament official said.
EU countries, led in the talks by Denmark, said they simply had no mandate to
move — not on the naming rules and not on dairy contracts.
With neither side giving ground, the discussions ground to a halt. “We did not
succeed in reaching an agreement,” Danish Agriculture Minister Jacob Jensen
said.
Imart insisted that the gap could still be bridged. Dairy contracts and
meat-related names “still call for further clarification,” she said in a written
statement, arguing that “tangible progress” had been made and that “the prospect
of an agreement remains close,” with negotiations due to resume under Cyprus in
January.
“We did not succeed in reaching an agreement,” Danish Agriculture Minister Jacob
Jensen said. | Thierry Monasse/Getty Images)
Dutch Green lawmaker Anna Strolenberg, who was in the room, said she was
relieved: “It’s frustrating that we keep losing time on a veggie burger ban —
but at least it wasn’t traded for weaker contracts [for dairy farmers].”
For now, that means veggie burgers, vegan nuggets and other alternative-protein
products will keep their familiar names — at least until Cyprus picks up the
file in the New Year and Brussels’ oddest food fight resumes.
The next time your favorite veggie burger quietly rebrands itself as a
“plant-based patty,” you now know who to thank: Céline Imart.
The grain farmer from southern France, now a first-term lawmaker in the European
Parliament, slipped a ban on meaty names for plant-based, fermented and
lab-grown foods into an otherwise technical measure.
Inside the Parliament, it caused a minor earthquake. Her own group leader,
German conservative Manfred Weber, publicly dismissed it as “unnecessary.” The
group’s veteran agriculture voice, Herbert Dorfmann, voted against it. Diplomats
from several capitals shrugged it off as “silly” or “just stupid.”
And yet, as negotiations with EU governments begin, the amendment that everyone
assumed would die in the first round is still standing — not because it has a
powerful constituency behind it, but because almost no one is expending
political capital to bury it.
That alone says something about where Europe’s food politics are drifting.
A FIGHT ABOUT MORE THAN LABELS
Imart insists the amendment isn’t an attack on innovation, but a gesture of
respect toward the farmers she represents.
“A steak is not just a shape,” she told POLITICO in an interview. “People have
eaten meat since the Neolithic. These names carry heritage. They belong to
farmers.”
She argues some shoppers genuinely confuse plant-based and meat products,
despite years of EU surveys showing consumers largely understand what a “veggie
burger” is. Her view, she argues, is shaped by what she hears at home.
“Maybe some very intelligent people never make mistakes at the supermarket,” she
said, referring to Weber and Dorfmann. “But a lot of people in my region do.
They don’t always see the difference clearly.”
In rural France, where livestock farming remains culturally central, Imart’s
argument resonates. Across Europe, similar anxieties simmer. Farmers say they
feel squeezed by climate targets, rising costs and what they see as moralizing
rhetoric about “healthy and sustainable diets.”
The EU once flirted with promoting alternative proteins as part of its Green
Deal ambitions.
Agriculture Commissioner Christophe Hansen has spent most of the year soothing
farm anger, not pushing dietary change. | Thierry Monasse/Getty Images
Today, that political moment has mostly waned. References to “protein
diversification” appear in draft strategies only to be scrubbed from the final
text. Public support remains dwarfed by the billions the Common Agricultural
Policy funnels to animal farming each year. Agriculture Commissioner Christophe
Hansen has spent most of the year soothing farm anger, not pushing dietary
change.
This helps explain why an idea dismissed as fringe suddenly doesn’t feel fringe
at all. Imart’s amendment taps directly into a broader mood: Defend the farmer
first; innovation can wait.
BOOM AND BACKLASH
The industry caught in the crossfire is no longer niche. Retail sales of meat
and dairy alternatives reached an estimated €6-8 billion last year, with Germany
alone accounting for nearly €2 billion. Fermentation-based dairy substitutes are
attracting investment, and even though cultivated meat isn’t yet authorized in
the EU, it has already become a regulatory flash point.
But the sector remains tiny beside the continent’s livestock economy, and is
increasingly buffeted by political headwinds.
After two years of farmer protests and fatigue over climate and environmental
reforms, national governments have closed ranks around traditional agriculture.
Countries like Austria, Italy and France have warned that novel foods could
undermine “primary farm-based production.” Hungary went even further this week,
voting to ban the production and sale of cultivated meat altogether.
For alternative protein companies, the irony is hard to miss. They see their
products as both a business opportunity and part of the solution to the food
system’s climate and environmental footprint, most of which comes from animal
farming. Yet they say politics are now moving in the opposite direction.
“Policymakers are devoting so much attention to unnecessary restrictions that
would harm companies seeking to diversify their business,” said Alex Holst of
the Good Food Institute Europe, an interest group for plant-based and cultivated
alternatives. He argued that familiar terms like “burger” and “sausage” help
consumers understand what they’re buying, not mislead them.
WHY THE NAMING BAN WON’T DIE
The political climate explains why Imart’s idea suddenly resonates. But Brussels
lawmaking procedure explains why it might survive.
At the negotiating table, national governments are consumed by the Parliament’s
more disruptive ideas on market intervention and supply management, changes they
fear could distort markets and limit the authorities’ flexibility to act.
Compared with those fights, a naming ban barely registers. Especially in an
otherwise technical reform of the EU’s Common Market Organisation, a piece of
legislation normally reserved for agricultural specialists focused on crisis
reserves and market tools.
That gives the amendment unusual space. Several diplomats privately complained
it sits awkwardly outside the scope of the original European Commission
proposal. But not enough to coordinate a pushback.
The Commission, meanwhile, has signaled it can “live with” stricter naming
rules, having floated narrower limits in its own post-2027 market plan. That
removes what might have been the decisive obstacle.
Retail sales of meat and dairy alternatives reached an estimated €6-8 billion
last year. | Jens Kalaene/Getty Images
Even translation quirks, like the fact that “filet,” “filete” and “fillet” can
mean different things across languages, haven’t slowed it. Imart shrugged those
off: “It’s normal that texts evolve. That’s the point of negotiation.”
Whether the naming ban makes it into the final law will depend on the coming
weeks. But the fact it is even in contention, after being mocked, dismissed and
rejected inside Imart’s own political family, is telling.
In today’s Brussels, appeals to heritage and identity land more softly than
calls for food system innovation. In that climate, that’s all even a fringe idea
needs to survive.
BELÉM, Brazil — Gavin Newsom can’t get out of a meeting or a talk at the
international climate talks here without being swarmed by reporters and
diplomats eager for a quote, a handshake, a photo.
On a tour Tuesday of a cultural center with Gov. Helder Barbalho, the leader of
the Brazilian state hosting the talks, a passerby recognized them both. “There’s
the governor,” he exclaimed. “And there’s the California governor.” Later in the
day, as Newsom rode up an escalator packed with reporters and international
officials on his way to deliver a speech, a bystander shouted: “The escalator’s
not broken for you!” — a dig at President Donald Trump, who once had an
escalator malfunction on him at the United Nations.
Newsom grinned wide: “Oh, I like that.”
The adulation was gold for a governor with presidential aspirations as he steps
into a power vacuum. The Trump administration is trying to dismantle climate
policies both at home and abroad, and other likely Democratic presidential
contenders are absent from the United Nations climate talks. Seeing a chance to
plant his green flag on an international stage, Newsom is embracing the role of
climate champion as his own party backs away at home and the politics of the
issue shift rightward.
It’s a role fitting Newsom’s instincts: anti-Trump, pro-environment and
pro-technology, and with a political antenna for the upside of picking fights,
finding opportunity in defiance.
“We’re at peak influence because of the flatness of the surrounding terrain with
the Trump administration and all the anxiety,” he told POLITICO from the
sidelines of a green investor conference in Brazil on Monday.
Newsom’s profile has never been higher. Just days before traveling to Brazil, he
celebrated a decisive win in his redistricting campaign to boost Democrats in
the midterms. He is polling at or near the top of presidential primary
shortlists, and is amassing an army of small-dollar donors across the states.
The governor couldn’t walk down the hallway at the conference without getting
swarmed, undeniably the star of the talks on their second formal day. At one
point, security officials had to physically shove away one man repeatedly.
Conference attendees yelled out “Keep up the social media!” and “Go Gavin!” (and
the occasional “Who is that?”).
The first question by the Brazilian press: Are you running for president? And
from business people: Are you coming back?
Yet in touching down here — and in emphasizing his climate advocacy more broadly
— Newsom is assuming a significant risk to his post-gubernatorial ambitions. The
rest of the world may wish America were more like California, but the country
itself — even Democrats who will decide the 2028 primary — are far more
skeptical. What looks like courage abroad can read as out-of-touch back home, in
a country where voters, including Democrats, routinely rank any number of
issues, including the economy, health care, and cost-of-living, as more pressing
than global warming.
THE STAGE IS SET
Other blue states were already backing away from Newsom’s gas-powered vehicle
phase-out even before Congress and Trump ended it this summer, and another
possible Democratic contender for president, Pennsylvania Gov. Josh Shapiro,
may pull his state out of a regional emissions trading market as part of a
budget deal, a move seen as tempering attacks from the right on climate.
Even in California, where a new Carnegie Endowment for International Peace poll
finds that Californians increasingly want their state government to play a
bigger role on the international stage, trade trumped climate change as voters’
top priority for international talks for the first time this year.
“There’s not a poll or a pundit that suggests that Democrats should be talking
about this,” Newsom acknowledged in an interview. “I’m not naive to that either,
but I think it’s the way we talk about it that’s the bigger issue, and I think
all of us, including myself, need to improve on that and that’s what I aim to
do.”
In his 2020 presidential campaign, Joe Biden prevailed not after embracing — but
rather, distancing himself from — the “Green New Deal,” which Newsom
acknowledged this month had become a “pejorative” on the right. Four years
later, Trump pilloried Kamala Harris in the general election for her past
positions on climate change.
Newsom is already facing relentless attacks from the right on energy: two years
ago, in what was seen at the time as a shadow presidential debate, Florida Gov.
Ron DeSantis was skewering Newsom for his phase-out of gas-powered vehicles: “He
is walking his people into a big-time disaster,” DeSantis said. And that was
before Republicans began combing Newsom’s social media posts for material to
weaponize in future ads.
Even Newsom’s predecessor, former Gov. Jerry Brown, who made climate change his
signature issue, acknowledged “climate is not the big issue in South Carolina or
in Maine or in Iowa.”
“Climate is important,” Brown said in an interview. “But it’s not like
immigration, it’s not like homelessness, it’s not like taxes, it’s not like
inflation, not like the price of a house.”
Still, Brown cast climate as an existential issue. “It’s way beyond presidential
politics. It is about our survival and your well being for the rest of your
life,” he said. “I think he’s doing it because he thinks it’s profoundly
important, and certainly politics is not divorced entirely from reality.”
Newsom’s inner circle senses a political upside, too. His first-ever visit to
the climate talks comes not just from his own or California’s ambitions, but
from the vacuum left by Trump.
“The more that Trump recedes, like a tide going out, the more coral is exposed.
And that’s where Newsom can really flourish,” said Jason Elliott, a former
deputy chief of staff and an adviser since Newsom’s early days in elected
office.
Newsom is “going against the grain,” he continued. “It’s easier to be some of
these purple or red state governors in other places in the United States that
just wash their hands of EVs the minute that the going gets tough. But that’s
just not Newsom.”
On climate, Newsom’s attempts to stand alone sit well within the California
tradition. Brown and Arnold Schwarzenegger — the Democrat and the Republican who
preceded him — both made international climate diplomacy central to their
legacies.
“We have been at this for decades and decades, through Republican and Democratic
administrations,” Newsom said. “That’s an important message at this time as
well, because we’re so unreliable as a nation, and we’re destroying alliances
and relationships.”
Also in Brazil for part of the talks were Govs. Tony Evers of Wisconsin and
Michelle Lujan Grisham of New Mexico, both Democrats, and mayors of several
major U.S. cities, like Kate Gallego of Phoenix. But their pitch didn’t land
with quite the same heft as California’s, a state filled with billion-dollar
tech companies that, as Newsom frequently boasts, recently overtook Japan as the
world’s fourth-largest economy.
He attributed his environmental streak to his family, citing his father, William
Newsom, a judge and longtime conservationist. As mayor of San Francisco, Newsom
signed a first-in-the-nation composting mandate and plastic bag ban. As
lieutenant governor to Brown, Newsom called himself “a solution in search of a
problem” because Brown had embraced climate so prominently. But Brown said
Newsom has made the issue his own. “I think Newsom comes to this naturally,” he
said.
Newsom pulls from a wide range of influences; prolific texting buddies include
former Washington Gov. Jay Inslee, who ran for president largely on a climate
platform, and former Secretary of State John Kerry. He frequently cites the
example of President Ronald Reagan, the Republican — and former California
governor — who embraced an environmental agenda. “I talk to everybody,” Newsom
said.
He spoke in almost spiritual terms about his upcoming trip deeper into the
Amazon, where he’s scheduled to meet with community stewards and walk through
the forest.
“When we were all opening up those first books, learning geography, one of the
first places we all learn about is the Amazon,” he said. “It’s so iconic, so
evocative, so it informs so much of what inspires us as children to care about
the Earth and Mother Nature. It connects us to our creator.”
THE MID-TRANSITION HURT
As governor, Newsom hasn’t had the luxury his predecessors enjoyed of setting
ambitious emissions targets, but instead is working in a period beset by natural
disasters and tensions with both the left and moderate wings of his party. His
aides have dubbed it the remarkably un-sexy “mid-transition”: The deadlines to
show results are here, they’re out of reach — and in the interim, voters are mad
about energy prices.
As a result, he’s pushed to ban the sale of new gas-powered cars by 2035 and
directed billions toward wildfire prevention and clean-energy manufacturing —
but also reversed past positions against nuclear and Big Oil, including
extending the life of California’s last nuclear power plant, pausing a profit
cap on refineries and expanding oil drilling in Kern County.
Inside the administration, those moves are seen as not a tempering of
environmental ambition but a pragmatic recalibration. “We’re transitioning to
the other side, and there’s a lot of white water in that. And that’s reality.
You’ve got to deal with cards that are dealt,” Newsom said in an interview in
São Paulo.
But it also exposes him to criticism from both the left and moderate wings of
his own party. Newsom’s 2023 speech excoriating oil companies to the United
Nations in New York City was one of his proudest moments of his career. This
year, he faced banners attacking him: “If you can’t take on Big Oil, can you
take on Trump?”
At the same time, former Los Angeles Mayor Antonio Villaraigosa, a Democrat, has
seized on high gas prices in his campaign to succeed Newsom as governor in 2026
— and is partly blaming past governors’ climate policies.
Adding to the crunch are the record-setting wildfires that have beset Newsom’s
tenure as governor. They’ve not only devastated communities from Paradise in
Northern California to Altadena in Los Angeles County but buoyed both
electricity prices as utilities spend billions on fire-proofing their grid and
property insurance prices as insurers flee the state. It’s this duality that
informs Newsom’s approach.
“We’ve got to address costs or we’ll lose the debate,” Newsom said. “This is the
hard part.”
A business moderate known to hand out personal phones programmed with his number
to tech CEOs, Newsom is now pitching his climate fight as one focused on
economic competitiveness and jobs. Lauren Sanchez, the chair of the state’s
powerful air and climate agency, the California Air Resources Board, called the
state’s international leadership the governor’s “north star” on climate change.
“He is in the business of ensuring that California is relevant in the future
economy,” she said.
In Brazil, Newsom made the time to stop by a global investors summit in São
Paulo, where he held an hour-long roundtable with green bankers, philanthropists
and energy execs.
They told him they wanted his climate pacts with Brazilian governments to do
more on economic ties. So, Newsom said, he started drafting a new agreement
there and then, throwing a paper napkin on the table in reference to the
cocktail napkin deal that formed Southwest. “Let’s get this done before I
leave,” Newsom said he told his Brazilian counterparts. “We move quickly.”
If the moment reflected California’s swagger, it also laid bare its limitations.
The Constitution limits states from contributing money to international funds,
like the tropical rainforest preservation fund that is the Brazilians’ signature
proposal at the talks. And even at home, Trump is still making Newsom’s
balancing act hard: Newsom floated backfilling the Trump administration’s
removal of electric vehicle incentives with state rebates, then backtracked,
conceding the state doesn’t have enough funds.
And on Tuesday, reports came out that the Trump administration was planning to
offer offshore oil and gas leases for the first time in decades off the coast of
California — putting Newsom on the defensive.
Newsom called those plans “dead on arrival.”
“I also think it remarkable that he didn’t promote it in his backyard at
Mar-a-Lago; he didn’t promote it off the coast of Florida,” Newsom added.
The European Commission refused to rule out taking legal action against three
countries that are keeping their unilateral import bans on Ukrainian goods.
Poland, Hungary and Slovakia are openly defying efforts to reset trade relations
as a revised trade deal with Kyiv kicks in. The bans, covering Ukrainian grain
and other farm products, breach EU single market rules that prohibit national
trade barriers.
The defiance underscores how politically fraught the EU’s trade relationship
with Ukraine has become, with capitals essentially daring Brussels to prioritize
Kyiv over EU members to enforce the trade pact.
“We see no justification for maintaining these national measures,” Commission
Deputy Spokesperson Olof Gill said Thursday, a day after a new European Union
trade agreement meant to address EU members’ concerns about negative impacts
from a flow of Ukrainian imports took effect.
In an email, Gill said the EU executive would “intensify its contact” with the
intransigent capitals. Pressed on whether the Commission had ruled out launching
infringement proceedings, Gill replied: “All options are on the table.”
Brussels has been reluctant to act since the bans were introduced in 2023,
hoping the updated trade deal would make them redundant. Officials familiar with
the talks say politics are also playing a part. Taking Poland to court could
strain relations with Donald Tusk’s pro-EU government, while singling out
Hungary and Slovakia would look like a double standard.
Poland’s agriculture ministry told POLITICO earlier this week that the
government’s restrictions “do not automatically lift” under the new EU deal and
remain in force.
Likewise, Budapest will maintain its national-level protection, Hungary’s
Agriculture Minister István Nagy said, while accusing Brussels of “prioritizing
Ukrainian interests.”
His Slovak counterpart, Richard Takáč, called the new deal’s safeguards “not
strong enough” to protect local producers, suggesting Bratislava will follow
suit.
The bans, covering Ukrainian grain and other farm products, breach EU single
market rules that prohibit national trade barriers. | Ukrinform/Getty Images
The updated agreement, approved by EU countries on Oct. 13, replaces the
temporary trade liberalization introduced after Russia’s 2022 invasion,
providing a more stable framework for Ukrainian exports while adding safeguards
for European farmers.
This story has been updated.
LONDON — Britain’s technocratic ministers aren’t the most obvious candidates to
don MAGA-style red caps and belt out punchy slogans.
But Britain’s housing secretary has a real fight on his hands, and he’s not
afraid to channel Donald Trump in waging it.
Steve Reed took office in early September with a colorful promise to “build,
baby, build.”
Britain is in the midst of a housing crisis. The availability of affordable
housing has plummeted, Brits are getting on the housing ladder later in life,
and many families and renters are living in overcrowded, substandard and
insecure homes.
To try to fix this, the government came to power promising to build 1.5 million
new homes over the course of the parliament. Reed and his team went into this
fall’s Labour conference wearing hats emblazoned with the Trump-style three-word
phrase, a rabble-rousing address and a social media strategy to match.
But his MPs are already worried that the tradeoffs Reed and the U.K. Treasury
are pushing to get shovels in the ground ride roughshod over the environmental
protections that Brits cherish — and put some vulnerable Labour seats at risk.
The three-word slogan is “completely counterproductive,” said one Labour MP who
was granted anonymity to speak candidly like others quoted in this piece. The
government must acknowledge “that nature is something that people genuinely
love, [which] improves health and wellbeing.”
PLANNING BATTLE
Front of their minds are a host of changes to the U.K.’s planning bill, which is
snaking its way through parliament.
The bill aims to cut red tape to fast-track planning decisions, unlock more land
for development, and create a building boom.
The legislation is on a journey through the U.K.’s House of Lords, and has been
tweaked with a slew of government amendments on its way.
In October, Reed introduced further amendments to try to speed up planning
decisions and overrule councils who attempt to block new developments.
But the first MP quoted above said they are concerned Reed’s “build, baby,
build” drive will only see Labour shed votes to both Zack Polanski’s left-wing
Green Party and Nigel Farage’s populist Reform.
The government announced that the quotas for affordable housing in new London
developments would be slashed from 35 percent to 20 percent. | Richard
Baker/Getty Images
“Making tough decisions about how we use our land for important purposes, such
as energy, food, security, housing and nature, is what government is about,” the
first MP said.
But they added: “We need to make sure that we are making the right decisions,
but also telling a story about why we’re making those decisions, and dismissing
nature as inconvenient is going against the grain of the British public.”
They added: “Nobody disagrees with [building more homes] as a principle, but
ending up with a narrative that basically sounds like you’re speaking in support
of the [housing] developers, rather than in support of the communities that we
represent, is just weird.”
MAKING CHANGES
Last week, Reed opened up another front in his battle.
The government announced that the quotas for affordable housing in new London
developments would be slashed from 35 percent to 20 percent.
City Hall said the measures would help speed up planning decisions and
incentivize developers to actually build more houses. But cutting social housing
targets is an uncomfortable prospect for many in the Labour party.
The government’s message is “build, baby build — but not for poor people,” a
Labour aide complained.
Reed firmly defended the change, telling Sky News last week: “There were only
4,000 starts in London last year for social and affordable housing. That is
nothing like the scale of the crisis that we have.”
He added of the quota: “35 percent of nothing is nothing. We need to make
schemes viable for developers so they’ll get spades in the ground.”
BLOCKING THE BLOCKERS NARRATIVE
Reed has the backing of the U.K.’s powerful Treasury in waging his battle.
Chancellor Rachel Reeves has said the government wants to back the “builders not
the blockers,” language a second Labour MP, this one in a rural seat, described
as “terrible” and an approach that “needs to stop.”
Such rhetoric will fail to persuade constituents worried about new developments
that trample nature to support new housing. “You catch more flies with honey
than vinegar,” they warned. “It’s all vinegar.”
The government has already shown that it’s willing to take the fight to
pro-environment MPs — sometimes dismissed in the U.K. as “NIMBYs,” short for
“not in my backyard.”
Chancellor Rachel Reeves has said the government wants to back the “builders not
the blockers.” | Pool Photo by Joe Giddens via Getty Images
2024 intake MP Chris Hinchliff was stripped of the Labour whip in July after
proposing a series of rebel amendments to the Planning and Infrastructure Bill,
and attacking the legislation for having a “narrow focus on increasing housing
supply.”
While there is vocal opposition to the “build, baby, build” strategy within
Labour, there are also MPs who align themselves with the general message, if not
the exact wording.
“I would not go out to my constituents who are concerned about the Green Belt
wearing a [build, baby, build] cap,” said a third Labour MP, also in a rural
seat, “but at the same time, you have to be honest with people about the
trade-offs.”
They accused the opposition to Reed of “fear-mongering” and stoking the idea
that England’s green belt — a designated area of British countryside protected
from most development — risks being “destroyed.”
“That has killed off responsible discussions on development,” they argued. “Do I
love the slogan? No. Am I going to lose sleep over it? No, because as a
constituency MP you can have reasonable conversations.”
THE RED HAT BRIGADE
Reed also has a cohort of willing warriors on his side.
The 2024 intake of Labour MPs brought with it some highly vocal, pro-growth
Labour factions. The Labour YIMBY group and Labour Growth Group have been
shouting from the rooftops about building more.
Labour Growth Group chair and MP Chris Curtis says: “We have some of the oldest
and therefore coldest homes of any developed country. We have outdated, carbon
intensive energy infrastructure, hardly any water storage, pipes that leak, old
sewage infrastructure that dumps raw sewage into our rivers, and car dependency
because we can’t build proper public transport.
“Anybody who thinks blocks on building has been good for nature is simply
wrong,” he added. “Protecting our environment literally depends on us building
well, and building quickly.”
Labour MP Mike Reader, who worked in the construction and infrastructure sector
before becoming an MP and is part of the pro-building caucus, was sanguine about
Reed’s message.
“The U.K. is the most nature-depleted country in Western Europe,” he said. “So
to argue for the status quo … is arguing for us to destroy nature in its very
essence. The legislation that we [currently] have does not protect nature.”
As for concern that the government is too close to housing developers, Reader
shot back: “Who do they think builds the houses?”
Steve Reed introduced further amendments to try to speed up planning decisions
and overrule councils who attempt to block new developments. | Aaron Chown/Getty
Images
“I want each [MP who rejects the ‘build, baby, build’ message] to tell the
thousands of young families in temporary accommodation that they don’t deserve a
safe secure home,” he said. “If they can’t do that they need to grow a pair and
do difficult things. That’s why we’re in government. To change lives. And build,
baby, build.”
A fourth unnamed Labour MP said the slogan is “a bit cringe and Trumpian,” but
added: “I’m not really arsed about what slogans they’re using if they’re
delivering on that as an objective.”
There’s also unlikely praise for the effort from the other side of the U.K.
political divide.
Jack Airey, a former No. 10 special adviser who tried to get a planning and
infrastructure bill through under the last Conservative government, said “people
that oppose house building often have the loudest voice, and they use it … and
yet, the people that support house building generally don’t really say it,
because why would they? They’ve got better things to do.”
“I think it’s really positive for the government to have a pro-house building
and pro-development message out there, and, more importantly, a pro-development
caucus in parliament and beyond,” he said.
In a bid to steady the nerves of anxious MPs, Reed told the parliamentary Labour
Party last week that his Trump-style slogan is a “bit of fun” that hides a
serious point — that there simply aren’t enough houses being built in the U.K.
And an aide to Reed rejected concerns from Labour MPs that nature is not being
sufficiently considered, saying “nobody understands [nature concerns] more than
Steve.
“We reject this kind of binary choice between nature and building,” they said.
“We think that you can do both. It just requires imaginative, ultimately
sensible and pragmatic policy-making, and that’s what we’re doing.
“We’re not ashamed to campaign in primary colors,” the Reed aide said.
Noah Keate contributed reporting.
BRUSSELS — Donald Trump’s tariffs have stung both the EU and India into mounting
a big push to get their long-delayed trade deal over the line — fast.
Brussels and New Delhi only have three months left to deliver on their joint
pledge to seal a deal by the end of the year — with the toughest issues related
to agriculture and sustainability yet to be resolved.
Despite unprecedented political will, policymakers and experts alike recognize
it won’t be an easy run to the finish line.
“The negotiations remain extremely challenging,” the EU’s lead negotiator
Christophe Kiener told European lawmakers last week. “It was absolutely expected
that when we start negotiating on the most difficult issues, the most sensitive
areas, it would not be easy.”
As crunch time approaches, with another round of talks scheduled for next week,
here are five things to know:
1. There’s renewed appetite on both sides — thanks to Trump.
Spurred by Trump’s tariff crusade, which hit Indian imports with tariffs as high
as 50 percent and didn’t spare the EU either — albeit with a lower rate of 15
percent on most goods — both sides are frantically hunting for alternative trade
partners.
“When we knew Trump would come into office, Delhi started sending smoke signals
to capitals across Europe saying: We are serious about trade and we want to make
this work to hedge against the uncertainties of tariffs and the U.S.’s
commerce-first approach,” said Garima Mohan, a senior fellow at the German
Marshall Fund who leads the think tank’s work on India.
Roger that, said Brussels.
Taking her whole College of Commissioners to India a few weeks into Trump’s
second mandate, European Commission President Ursula von der Leyen and Indian
Prime Minister Narendra Modi agreed to seal a deal by the end of the year —
something even they recognized would be a steep target.
“It will not be easy. But I also know that timing and determination counts, and
that this partnership comes at the right moment for both of us,” von der Leyen
said at the time.
The EU has been on a negotiation roll, revamping its pact with Mexico, and
concluding talks with the South American bloc of Mercosur countries and with
Indonesia.
2. The two have a complicated trade history.
While India is playing hard to get, it is nonetheless seeking to overcome some
of its protectionist instincts, deepening ties with Japan and negotiating a deal
with Australia.
A deal with the EU, its second-largest trading partner, remains a key objective.
But historically, their trade relationship has never been easy.
“I know from experience how difficult India can be, how difficult it is to
strike the final deal on the more sensitive issues. I suspect that that’s where
we are now,” said Ignacio García Bercero, the EU’s chief negotiator for India
until 2013. That’s when talks went into snooze mode over thorny issues such as
India’s agricultural protectionism and its generic pharmaceuticals. They were
relaunched at India’s request in 2022.
Although negotiators stress things are different this time around, they can’t
escape sometimes conflicting economic approaches given India’s protectionist
history.
“If we look at what is left, it’s the most important stuff … those are exactly
the same things that we were dealing with in 2012, 2013, when the negotiations
derailed last time,” said Nicolas Köhler-Suzuki, associate researcher at the
Jacques Delors Institute.
3. Ukraine isn’t making things any easier.
While Brussels is counting on India for its diversification push, it won’t find
it easy to remain a credible threat to Russia while doing more business with a
country that maintains historically close ties with Moscow.
An EU official, granted anonymity to discuss closed-door discussions, conceded
“one of the biggest issues where [the EU and India] have differences is
Ukraine.”
The world’s most populous country sent 65 troops this month to join Russia’s
annual Zapad military exercise, in which the Kremlin simulated a nuclear attack
on NATO countries. At a recent summit in China, Modi held hands with Russian
President Vladimir Putin as they approached their host, President Xi Jinping.
At a recent summit in China, Narendra Modi held hands with Russian President
Vladimir Putin as they approached their host, President Xi Jinping. | Pool photo
by Suo Takekuma via AFP/Getty Images
Trump, meanwhile, is calling on the EU to hit New Delhi with tariffs as high as
100 percent for enabling Russia’s war in Ukraine.
“It’s not all joyous music and singing and dancing. There is an acknowledgement
that we need to do more to bridge gaps where they are,” the official said,
referring to a communication on India the EU executive put out in
mid-September.
Ultimately, by engaging with India, the intention is to ensure the gap left by
the U.S. isn’t filled by other, politically hostile, powers.
For India, giving up its ties to Russia is a no-go, as that would constitute a
major concession to China, India’s long-standing Asian rival.
“The Russia-China factor is a huge concern for India,” said Mohan.
4. There’s a bunch of tricky technical bits.
Aside from the geopolitics, divergences are also creeping up in a host of
nitty-gritty areas.
For one, there are long-standing disagreements on cars and car parts, wines and
spirits, and other agricultural products. Earlier this year, the two sides
agreed to set aside particularly sensitive agricultural sectors, such as dairy
and sugar, to facilitate the talks.
On top of that come other issues related to agriculture, such as sanitary and
phytosanitary measures. The EU also takes issue with the Indian Quality Control
Orders, which prescribe that certain products must conform to Indian standards
before being sold there.
Sustainability provisions and the EU’s green agenda are also complicating the
negotiations.
“India had been clear from the outset that it did not particularly like the way
the European Union wants to link sustainability-related issues and trade, but
they’ve obviously accepted that we will need to have a chapter on this,” said
Kiener, the EU negotiator.
However, New Delhi still takes issue with making the Trade and Sustainable
Development chapter binding and enforceable through a dispute settlement
mechanism. It has also threatened to retaliate against the EU’s carbon border
tax, as POLITICO reported earlier this year.
“The carbon border adjustment mechanism that the EU has visualized does not meet
the test of fair play,” Commerce Minister Piyush Goyal said then.
If that wasn’t enough, a historical issue has also cropped up in the talks: An
India-Pakistan dispute over the two countries’ rival claims to basmati rice. New
Delhi is pressuring the EU to designate the grain Indian — but if Brussels does
so, it risks a rift with Pakistan.
In short, sealing the agreement will likely entail a trade-off between the
political benefits of a fast deal against the economic gains of a potentially
more comprehensive agreement.
5. They are a temperature check of the EU’s trade priorities.
Ultimately, the deal will be a test of just how much of its (green) trade
ambitions the EU is willing to sacrifice on the altar of geopolitics.
Considering Trump’s attempts to upend or at least significantly harm the
rules-based trade order, calls have been growing for the EU to be more pragmatic
and aim for quicker and less comprehensive deals.
But not everyone agrees that will ultimately be beneficial in the long-term.
“We hope that the result of the trade negotiations will be a commercially
meaningful agreement,” Angelika Niebler of the European People’s Party, chair of
the European Parliament’s delegation for relations with India, said in
Parliament’s trade committee last week.
The India deal will also reveal just how important the bloc deems its aim to
advance the bloc’s environmental agenda through trade deals.
“Clearly, India has [a] different geopolitical alignment, and they have always
been somewhat closer to the Russia operation,” said García Bercero, the former
EU negotiator who now works for the Bruegel think tank.
“But at the end of the day, I don’t think that this would need to be an obstacle
to concluding an agreement.”
KYIV — The drone struck just after sunrise. Oleksandr Hordiienko, a 58-year-old
farmer from Ukraine’s southern Kherson region, was driving across his
war-scarred fields when the Russian munition slammed into his car.
At his funeral in Odesa in early September, mourners called him “the farmer with
a shotgun,” a defiant hero who resisted occupation for three years.
He cleared thousands of mines from the 1,000 hectares his cooperative shared
with a dozen other farmers and patrolled the skies with a Turkish shotgun and
jerry-rigged electronics to protect his workers from drones.
For Ukraine’s farmers, his death symbolized the resilience of the men and women
who continue to produce grain, milk and potatoes under fire. For Europe it was a
reminder that the “Ukrainian farmer” is not just an agribusiness boss
controlling vast swathes of land, but also includes men like Hordiienko,
fighting to protect their land with a shotgun.
Across the EU, such nuance is often lost. Hostility to Ukraine’s mega farms and
their ability to drown Europe in highly competitive exports has often shifted
the bloc’s politics against Kyiv, despite the war. Ukraine’s vast expanses of
highly fertile “black earth” have long made it the “breadbasket of Europe” —
something many in the EU see as a threat.
In Poland, farmers’ border blockades over Ukrainian grain imports have soured
public opinion on Kyiv’s war efforts. In Hungary, ministers have cast Ukraine’s
accession to the bloc as a threat to EU farm subsidies, warning that money meant
for European farmers risks being siphoned away. And in France, President
Emmanuel Macron moved last year to join Poland in pushing for tighter quotas on
Ukrainian cereals to appease his own restive farmers.
Behind all of this looms the image of Ukrainian farm giants and oligarch-owned
holdings — MHP, Kernel, UkrLandFarming — that are big enough to rival the agri
powerhouses of Brazil or Argentina. These few dozen companies dominate Ukraine’s
exports and have become the face of the country’s agriculture in Europe, looming
as an existential threat at the border.
The reality on the ground in Ukraine is more complex, and includes tens of
thousands of smaller commercial farms and millions of households who have kept
the country fed throughout the war.
LEAVING WAS NOT AN OPTION
Akhmil Alkhadzhi, whose father came from Syria, runs a family company that
cultivates 3,500 hectares. In Europe that would be a mega-farm; in Ukraine, it’s
considered middling.
He built it from scratch, starting with just 20 hectares in the 1990s and
expanding steadily with his wife. When Russia invaded, wheat prices collapsed to
$70 a ton from $250 to $300 before the war, and sunflower seeds plunged to
barely $110 per ton from about $600 to $650.
To keep the business alive, Alkhadzhi sold his apartment abroad.
“We stayed without an apartment, but with a business,” he said. He employs 60
workers — “that’s 300 or 400 lives depending on us.”
Hostility to Ukraine’s mega farms and their ability to drown Europe in highly
competitive exports has often shifted the bloc’s politics against Kyiv, despite
the war. | Sergei Supinsky/AFP via Getty Images
The war was only part of the challenge. Droughts have cut his wheat yields from
6 or 7 tons to just 2 tons per hectare, and with banks demanding interest rates
of over 20 percent he has had to improvise, renting low-till machinery to
conserve water before scraping together enough to upgrade. Climate change is
pushing him toward sustainability choices even without EU rules.
Yet leaving was never an option. “Three days before the war, my family said if
Russians come close, we will go. But when it started, no one left. We stayed. We
were more needed here.”
CHAMPAGNE AND COMBINE HARVESTERS
A day before Hordiienko’s death, Alkhadzhi found himself among the guests at a
very different kind of gathering.
At an elite yacht club on the southern edge of Kyiv, prosecco sprayed from a
fountain as a live band played pop classics. European diplomats mingled with
Ukrainian ministry officials and the owners of some of the country’s largest
farms. This was a reception hosted by UCAB, Ukraine’s biggest agribusiness
lobby, providing a gilded day of meaty dishes, strong spirits and relentless
networking.
The spectacle was as much about politics as farming, a show of survival, clout
and ambition after three years of war. Even Ukraine’s agri barons have been
battered, losing swathes of leased land and infrastructure to occupation and
bombardment. Yet they remain global players, with balance sheets and export
volumes big enough to compete on world markets. What many farmers in Poland or
France fear is the scale of these companies and the possibility that Ukrainian
grain or poultry could undercut them.
Anton Zhemerdeev, a brisk, fresh-faced manager at TAS Agro, shrugged when asked
about those fears. His company controls 80,000 hectares across five Ukrainian
regions — a number so outlandish in EU terms that it borders on science fiction.
The average European farm is just 17 hectares.
“Eighty thousand hectares is big, yes,” he said with a grin, “but we don’t sell
everything to Europe.”
Much of TAS Agro’s grain heads to Asia and the Middle East. The EU, he argued,
is just one market among many. But unlike Asia, it is also a political one, with
borders that can slam shut overnight and quotas that shift with the political
winds.
When Poland closed its border in 2023, Ukraine’s harvest was redirected to the
Romanian port of Constanța instead. “Poland missed the chance to modernize.
Romania took it,” he said, referring to investments in ports and railways that
captured the trade.
Another producer at the yacht club, Ihor Shyliuk, whose Cygnet Agrocompany runs
30,000 hectares and a sugar factory in western Ukraine, fumed at the European
Commission’s tight quotas. Serbia, he noted, enjoys bigger export allowances to
the EU than does Ukraine, even though it’s a fraction of its size. “Why is our
sugar quota smaller than Moldova’s?” he also asked. “Politics, not economics.”
Those quotas are due to improve under a deal struck between the Commission and
Kyiv over the summer, though Shyliuk remained skeptical, arguing that politics
will continue to outweigh economics in the EU’s farm trade.
The presence of these giants and medium-sized players is exactly what makes
Ukraine’s EU bid so sensitive.
In Poland, farmers’ border blockades over Ukrainian grain imports have soured
public opinion on Kyiv’s war efforts. | Andriy Andriyenko/SOPA
Images/LightRocket via Getty Images
Kyiv formally applied for EU membership days after Russia launched its
full-scale invasion in 2022, and has since begun accession talks that promise to
be lengthy and fraught. Agriculture looms especially large because farm products
are one of Ukraine’s biggest exports and trade in them is already a contentious
issue, pitting Kyiv against the EU’s powerful farm lobbies and the national
governments that back them.
OVERLOOKED MILLIONS
Step away from the yacht club and the massive combine harvesters, however, and
yet another Ukraine comes into view.
Alongside Ukraine’s farm giants are tens of thousands of registered family
farms, typically 50–100 hectares in size, selling into domestic markets and
anchoring local rural economies.
Nearly 4 million households also work the land, cultivating over 6 million
hectares. Many tend only a hectare or two, but together they produce 95 percent
of the country’s potatoes, 85 percent of its vegetables, 80 percent of its fruit
and berries and three-quarters of its milk.
Together, these farms and plots are the backbone of Ukraine’s food security, yet
they are often invisible in the debate. During the war, many families have
relied almost entirely on their own milk, potatoes and chickens. For some,
farming is not just a business, but a lifeline.
That lopsided map of Ukraine’s agriculture — comprising towering agriholdings at
one end and millions of smaller farms and household plots at the other— was
drawn long before the war. It’s the legacy of Soviet collectivization and the
land reforms that followed, a process that left families with small parcels and
allowed companies to lease and consolidate those remnants into today’s sprawling
estates.
The top 10 holdings each control hundreds of thousands of hectares. But without
the smallholders, Ukraine’s villages would have starved long ago.
The debate in Brussels often overlooks this complexity, even if the fears of
European farmers about the overall size of Ukraine are not unfounded. Ukraine’s
largest farms operate on a scale incomprehensible in Europe, with vertical
integration and global reach. Their land runs into the hundreds of thousands of
hectares. They can produce wheat cheaper than anyone in the EU. Corruption
scandals have fed suspicions, from ministers accused of seizing state land to
regional officials caught taking bribes for quarantine certificates.
But the fixation on oligarchs obscures a more complicated reality. The debate in
Brussels reduces Ukraine to a threat — vast, deregulated, and impossible to
absorb without crushing EU farmers.
Yet for every holding with a yacht club cocktail reception, there are thousands
of family farms adapting to EU rules, millions of households growing potatoes in
backyards, and many farmers like Hordiienko, fighting and dying in the fields.
The war has also nudged Ukraine’s farm economy to adapt. With ports under attack
and borders often restricted, producers are putting more focus on processed
goods such as sunflower oil, poultry and sugar, which already make up nearly
half of agri-food exports.
For Zhemerdeev of TAS Agro, even 80,000 hectares is just one part of a bigger
picture. What matters, he insisted, is that Ukraine’s fields are not just
symbols of geopolitical competition. They are home to people — some rich, some
struggling, some heroic — all bound by the same stubborn conviction:
“The land is worth fighting for.”