This article is also available in French and German.
President Donald Trump denounced Europe as a “decaying” group of nations led by
“weak” people in an interview with POLITICO, belittling the traditional U.S.
allies for failing to control migration and end the Russia-Ukraine war, and
signaling that he would endorse European political candidates aligned with his
own vision for the continent.
The broadside attack against European political leadership represents the
president’s most virulent denunciation to date of these Western democracies,
threatening a decisive rupture with countries like France and Germany that
already have deeply strained relations with the Trump administration.
“I think they’re weak,” Trump said of Europe’s political leaders. “But I also
think that they want to be so politically correct.”
“I think they don’t know what to do,” he added. “Europe doesn’t know what to
do.”
Trump matched that blunt, even abrasive, candor on European affairs with a
sequence of stark pronouncements on matters closer to home: He said he would
make support for immediately slashing interest rates a litmus test in his choice
of a new Federal Reserve chair. He said he could extend anti-drug military
operations to Mexico and Colombia. And Trump urged conservative Supreme Court
Justices Samuel Alito and Clarence Thomas, both in their 70s, to stay on the
bench.
Trump’s comments about Europe come at an especially precarious moment in the
negotiations to end Russia’s war in Ukraine, as European leaders express
intensifying alarm that Trump may abandon Ukraine and its continental allies to
Russian aggression. In the interview, Trump offered no reassurance to Europeans
on that score and declared that Russia was obviously in a stronger position than
Ukraine.
Trump spoke on Monday at the White House with POLITICO’s Dasha Burns for a
special episode of The Conversation. POLITICO on Tuesday named Trump the most
influential figure shaping European politics in the year ahead, a recognition
previously conferred on leaders including Ukrainian President Volodymyr
Zelenskyy, Italian Prime Minister Giorgia Meloni and Hungarian Prime Minister
Viktor Orbán.
Trump’s confident commentary on Europe presented a sharp contrast with some of
his remarks on domestic matters in the interview. The president and his party
have faced a series of electoral setbacks and spiraling dysfunction in Congress
this fall as voters rebel against the high cost of living. Trump has struggled
to deliver a message to meet that new reality: In the interview, he graded the
economy’s performance as an “A-plus-plus-plus-plus-plus,” insisted that prices
were falling across the board and declined to outline a specific remedy for
imminent spikes in health care premiums.
Even amid growing turbulence at home, however, Trump remains a singular figure
in international politics.
In recent days, European capitals have shuddered with dismay at the release of
Trump’s new National Security Strategy document, a highly provocative manifesto
that cast the Trump administration in opposition to the mainstream European
political establishment and vowed to “cultivate resistance” to the European
status quo on immigration and other politically volatile issues.
In the interview, Trump amplified that worldview, describing cities like London
and Paris as creaking under the burden of migration from the Middle East and
Africa. Without a change in border policy, Trump said, some European states
“will not be viable countries any longer.”
Using highly incendiary language, Trump singled out London’s left-wing mayor,
Sadiq Khan, the son of Pakistani immigrants and the city’s first Muslim mayor,
as a “disaster” and blamed his election on immigration: “He gets elected because
so many people have come in. They vote for him now.”
The president of the European Council, António Costa, on Monday rebuked the
Trump administration for the national security document and urged the White
House to respect Europe’s sovereignty and right to self-government.
“Allies do not threaten to interfere in the democratic life or the domestic
political choices of these allies,” Costa said. “They respect them.”
Speaking with POLITICO, Trump flouted those boundaries and said he would
continue to back favorite candidates in European elections, even at the risk of
offending local sensitivities.
“I’d endorse,” Trump said. “I’ve endorsed people, but I’ve endorsed people that
a lot of Europeans don’t like. I’ve endorsed Viktor Orbán,” the hard-right
Hungarian prime minister Trump said he admired for his border-control policies.
It was the Russia-Ukraine war, rather than electoral politics, that Trump
appeared most immediately focused on. He claimed on Monday that he had offered a
new draft of a peace plan that some Ukrainian officials liked, but that
Zelenskyy himself had not reviewed yet. “It would be nice if he would read it,”
Trump said.
Zelenskyy met with leaders of France, Germany and the United Kingdom on Monday
and continued to voice opposition to ceding Ukrainian territory to Russia as
part of a peace deal.
The president said he put little stock in the role of European leaders in
seeking to end the war: “They talk, but they don’t produce, and the war just
keeps going on and on.”
In a fresh challenge to Zelenskyy, who appears politically weakened in Ukraine
due to a corruption scandal, Trump renewed his call for Ukraine to hold new
elections.
“They haven’t had an election in a long time,” Trump said. “You know, they talk
about a democracy, but it gets to a point where it’s not a democracy anymore.”
Latin America
Even as he said he is pursuing a peace agenda overseas, Trump said he might
further broaden the military actions his administration has taken in Latin
America against targets it claims are linked to the drug trade. Trump has
deployed a massive military force to the Caribbean to strike alleged drug
runners and pressure the authoritarian regime in Venezuela.
In the interview, Trump repeatedly declined to rule out putting American troops
into Venezuela as part of an effort to bring down the strongman ruler Nicolás
Maduro, whom Trump blames for exporting drugs and dangerous people to the United
States. Some leaders on the American right have warned Trump that a ground
invasion of Venezuela would be a red line for conservatives who voted for him in
part to end foreign wars.
“I don’t want to rule in or out. I don’t talk about it,” Trump said of deploying
ground troops, adding: “I don’t want to talk to you about military strategy.”
But the president said he would consider using force against targets in other
countries where the drug trade is highly active, including Mexico and Colombia.
“Sure, I would,” he said.
Trump scarcely defended some of his most controversial actions in Latin America,
including his recent pardon of the former Honduran President Juan Orlando
Hernández, who was serving a decades-long sentence in an American prison after
being convicted in a massive drug-trafficking conspiracy. Trump said he knew
“very little” about Hernández except that he’d been told by “very good people”
that the former Honduran president had been targeted unfairly by political
opponents.
“They asked me to do it and I said, I’ll do it,” Trump acknowledged, without
naming the people who sought the pardon for Hernández.
HEALTH CARE AND THE ECONOMY
Asked to grade the economy under his watch, Trump rated it an overwhelming
success: “A-plus-plus-plus-plus-plus.” To the extent voters are frustrated about
prices, Trump said the Biden administration was at fault: “I inherited a mess. I
inherited a total mess.”
The president is facing a forbidding political environment because of voters’
struggles with affordability, with about half of voters overall and nearly 4 in
10 people who voted for Trump in 2024 saying in a recent POLITICO Poll that
the cost of living was as bad as it had ever been in their lives.
Trump said he could make additional changes to tariff policy to help lower the
price of some goods, as he has already done, but he insisted overall that the
trend on costs was in the right direction.
“Prices are all coming down,” Trump said, adding: “Everything is coming down.”
Prices rose 3 percent over the 12 months ending in September, according to the
most recent Consumer Price Index.
Trump’s political struggles are shadowing his upcoming decision on a nominee to
chair the Federal Reserve, a post that will shape the economic environment for
the balance of Trump’s term. Asked if he was making support for slashing
interest rates a litmus test for his Fed nominee, Trump answered with a quick
“yes.”
The most immediate threat to the cost of living for many Americans is the
expiration of enhanced health insurance subsidies for Obamacare exchange plans
that were enacted by Democrats under former President Joe Biden and are set to
expire at the end of this year. Health insurance premiums are expected to spike
in 2026, and medical charities are already experiencing a marked rise in
requests for aid even before subsidies expire.
Trump has been largely absent from health policy negotiations in Washington,
while Democrats and some Republicans supportive of a compromise on subsidies
have run into a wall of opposition on the right. Reaching a deal — and
marshaling support from enough Republicans to pass it — would likely require
direct intervention from the president.
Yet asked if he would support a temporary extension of Obamacare subsidies while
he works out a large-scale plan with lawmakers, Trump was noncommittal.
“I don’t know. I’m gonna have to see,” he said, pivoting to an attack on
Democrats for being too generous with insurance companies in the Affordable Care
Act.
A cloud of uncertainty surrounds the administration’s intentions on health care
policy. In late November, the White House planned to unveil a proposal to
temporarily extend Obamacare subsidies only to postpone the announcement. Trump
has promised on and off for years to unveil a comprehensive plan for replacing
Obamacare but has never done so. That did not change in the interview.
“I want to give the people better health insurance for less money,” Trump said.
“The people will get the money, and they’re going to buy the health insurance
that they want.”
Reminded that Americans are currently buying holiday gifts and drawing up
household budgets for 2026 amid uncertainty around premiums, Trump shot back:
“Don’t be dramatic. Don’t be dramatic.”
SUPREME COURT
Large swaths of Trump’s domestic agenda currently sit before the Supreme Court,
with a generally sympathetic 6-3 conservative majority that has nevertheless
thrown up some obstacles to the most brazen versions of executive power Trump
has attempted to wield.
Trump spoke with POLITICO several days after the high court agreed to hear
arguments concerning the constitutionality of birthright citizenship, the
automatic conferral of citizenship on people born in the United States. Trump is
attempting to roll back that right and said it would be “devastating” if the
court blocked him from doing so.
If the court rules in his favor, Trump said, he had not yet considered whether
he would try to strip citizenship from people who were born as citizens under
current law.
Trump broke with some members of his party who have been hoping that the court’s
two oldest conservatives, Clarence Thomas and Samuel Alito, might consider
retiring before the midterm elections so that Trump can nominate another
conservative while Republicans are guaranteed to control the Senate.
The president said he’d rather Alito, 75, and Thomas, 77, the court’s most
reliable conservative jurists, remain in place: “I hope they stay,” he said,
“’cause I think they’re fantastic.”
Tag - Insurance
PARIS — Foreign pensioners who dream of spending their retirement under the sun
in the French Riviera might have to reconsider their plans if their free health
care gets axed.
France wants non-European Union pensioners who are currently benefitting from
the public health care system to start paying for it. It’s a move that would
particularly affect American retirees, who have flocked to one of Europe’s most
generous welfare states not only for its food, scenery and culture, but also, in
some cases, for its world-class free health care.
“It is a matter of fairness,” François Gernigon, the lawmaker who put forward
the proposal, told POLITICO. “If you are a French citizen and you move to the
U.S., you don’t have reciprocity, you don’t benefit from free social security.”
Under French law, non-working citizens from outside the EU who have a long-stay
visa and can prove they have sufficient pension or capital revenue (more than
€23,000 annually) as well as private health care insurance can, after three
months, obtain a carte vitale, which gives them free access to public health
care.
At that point, they can annul their previous private health insurance and
benefit from the French one. It’s become a popular choice for U.S. retirees in
recent years.
But a majority of French lawmakers wants to put an end to that situation and
make them pay a minimum contribution.
France wants non-European Union pensioners who are currently benefitting from
the public health care system to start paying for it. | Stephane de Sakutin/AFP
via Getty Images
That idea already passed in two branches of the parliament this month during
budgetary discussions, and could see the light as soon as next year as the
government has also backed it.
Gernigon said that even U.S. expats have told him they don’t find the current
situation normal and that they are ready to contribute more.
Under the latest version of the proposal, as modified by the French Senate, only
non-EU citizens who are not paying taxes or contributing to other welfare
programs in France would be required to pay the new minimum contribution.
Lawmakers have not fixed the contribution amount as it will be up to the
government to do it later. For Gernigon, the value could vary depending on the
level of health care coverage, but it would still be cheaper than private
insurance in the U.S. or abroad which, he said, costs around €300 to €500 per
month.
The debate comes as France struggles to cut spending and bring down its budget
deficit to 5 percent of gross domestic product next year.
Gernigon said he had not yet evaluated how much revenue these new contributions
would raise, but acknowledged that his main goal is fairness rather than fixing
France’s budget problems.
“This is not what is going to fill the hole in the social security budget,” he
said.
LONDON — The wait is finally over. After weeks of briefings, speculation, and
U-turns, Chancellor Rachel Reeves has set out her final tax and spending plans
for the year ahead.
As expected, there is plenty for policy wonks to chew over. To make your lives
easier, we’ve digested the headline budget announcements on energy, financial
services, tech, and trade, and dug deep into the documents for things you might
have missed.
ENERGY
The government really wants to bring down bills: Rachel Reeves promised it would
be a cost-of-living budget, and surprised no one with a big pledge on families’
sky-high energy bills. She unveiled reforms which, the Treasury claims, will cut
bills by £150 a year — by scrapping one green scheme currently paid for through
bills (the Energy Company Obligation) and moving most of another into general
taxation (the Renewables Obligation). The problem is, the changes will kick in
next year at the same time bills are set to rise anyway. So will voters actually
notice?
The North Sea hasn’t escaped its taxes: Fossil fuel lobbyists were desperate to
see a cut in the so-called Windfall Tax, which, oil and gas firms say, limits
investment and jobs in the North Sea. But Rachel Reeves ultimately decided to
keep the tax in place until 2030 (even if North Sea firms did get a sop through
rules announced today, which will allow them to explore for new oil and gas in
areas linked to existing, licensed sites.) Fossil fuel lobbyists, Offshore
Energies UK, were very unimpressed. “The government was warned of the dangers of
inaction. They must now own the consequences and reconsider,” it said.
FINANCIAL SERVICES
Pension tax changes won’t arrive for some time: The widely expected cut in tax
breaks for pension salary sacrifice is set to go ahead, but it will be
implemented far later than thought. The thresholds for exemption from national
insurance taxes on salary sacrifice contributions will be lowered from £60,000
to £2,000 in April 2029, likely to improve forecasts for deficit cuts in the
later years of the OBR’s forecasts.
The OBR has a markets warning: The U.K.’s fiscal watchdog warned that the
price-to-earnings ratio among U.S. equities is reminiscent of the dotcom bubble
and post-pandemic rally in 2021, which were both followed by significant market
crashes. The OBR estimated a global stock market collapse could cause a £121
billion hike in U.K. government debt by 2030 and slash U.K. growth by 0.6
percent in 2027-28. Even if the U.K. managed to stay isolated from the equity
collapse, the OBR reckons the government would still incur £61 billion in Public
Sector Net Financial Liabilities.
Banks back British investments: British banks and investment houses have signed
an agreement with the Treasury to create “invest in Britain” hubs to boost
retail investment in U.K. stocks, a plan revealed by POLITICO last week. Reeves
also finally tabled a cut to the tax-free cash ISA allowance: £12,000 from
spring 2027 (the amount and timings also revealed by POLITICO last week), down
from £20,000, with £8,000 slated for investments only. Over-65s will keep the
full tax-free subscription amount. Also hidden in the documents was an upcoming
consultation to replace the lifetime ISA with a “new, simpler ISA product to
support first-time buyers to buy a home.”
No bank tax: Banks managed to dodge a hike in their taxes this time, despite
calls from the IPPR for a windfall-style tax that could have raised £8 billion.
The suggestions (which also came from inside the Labour Party) were met with an
intense lobbying effort from the banks, both publicly and privately. By the eve
of the budget, City figures told POLITICO they were confident taxes wouldn’t be
raised, citing the high rate of tax they already pay and Reeves’ commitment to
pushing for growth through the financial services industry.
TECH
‘Start, scale, stay’ is the new mantra: Startup founders and investors were in
panic mode ahead of the budget over rumored plans for an “exit tax” on wealthy
individuals moving abroad, but instead were handed several wins on Wednesday,
with Reeves saying her aim was to “make Britain the best place in the world to
start up, to scale up and to stay.” She announced an increase in limits for the
Enterprise Manage Scheme, which incentivizes granting employees share options,
and an increase to Venture Capital Trust (VCT) and Enterprise Investment Scheme
(EIS) thresholds to facilitate investment in growing startups. A further call
for evidence will also consider “how our tax system can better back
entrepreneurs,” Reeves announced. The government will also consider banning
non-compete clauses — another long-standing request from startups.
Big Tech will still have to cough up: A long-standing commitment to review a
Digital Services Tax on tech giants was quietly published alongside the budget,
confirming it will remain in place despite pressure from the Trump
administration.
The government will ‘Buy British’ on AI: Most of the government’s AI
announcements came ahead of the budget — including plans for two new “AI Growth
Zones” in Wales, an expansion of publicly owned compute infrastructure — meaning
the only new announcements on the day were a relatively minor “digital adoption
package” and a commitment to overhaul procurement processes to benefit
innovative tech firms. But the real point of interest on AI came in the OBR’s
productivity forecasts, which said that despite the furor over AI, the
technology’s impacts on productivity would be smaller than previous waves of
technology, providing just a 0.2 percentage point boost by 2030.
The government insists digital ID will ultimately lead to cost savings. | Andrea
Domeniconi/Getty Images
OBR delivers a blow to digital ID: The OBR threw up another curveball,
estimating the cost of the government’s digital ID scheme at a whopping £1.8
billion over the next three years and calling out the government for making “no
explicit provision” for the expense. The government insists digital ID will
ultimately lead to cost savings — but “no specific savings have yet been
identified,” the OBR added.
TRADE
Shein and Temu face new fees: In a move targeted at online retailers like Shein
and Temu, the government launched a consultation on scrapping the de minimis
customs loophole, which exempts shipments worth less than £135 from import
duties. These changes will take effect from March 2029 “at the latest,”
according to a consultation document. Businesses are being consulted on how the
tariff should be applied, what data to collect, whether to apply an additional
administration fee, as well as potential changes to VAT collection. Reeves said
the plans would “support a level-playing field in retail” by stopping online
firms from “undercutting our High Street businesses.”
Northern Irish traders get extra support: Also confirmed in the budget is £16.6
million over three years to create a “one-stop shop” support service to help
firms in Northern Ireland navigate post-Brexit trading rules. The government
said the funding would “unlock opportunities” for trading across the U.K.
internal market and encourage Northern Ireland to take advantage of access to EU
markets.
There’s a big question mark over drug spending: Conspicuously absent was any
mention of NHS drug spending, despite U.K. proposals to raise the
cost-effectiveness threshold for new drugs by 25 percent as part of trade
negotiations with the U.S., suggesting a deal has not yet been finalized. The
lack of funding was noted as a potential risk to health spending in the Office
for Budget Responsibility’s Economic and Fiscal Outlook, which was leaked ahead
of the budget.
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As Rachel Reeves’ budget approaches, Westminster is braced for tax hikes. The
political manoeuvring necessary may just be one of the greatest political
challenges of her career.
So on this week’s episode of Westminster Insider, Sascha speaks to those who
have been there, and compiles some golden rules on how to raise taxes – and get
away with it.
Social Market Foundation Director and former Gordon Brown advisor Theo Bertram
walks Sascha through Brown’s 2002 decision to raise National Insurance, and how
he kept voters onside while he did it.
And Rishi Sunak’s former advisor James Nation explains why Sunak’s health and
social care levy was such a difficult tax rise to announce – and how he tried to
mitigate the political blowback.
Jeremy Hunt, former Conservative Chancellor, defends not bringing back this tax
rise and tells Sascha why freezing income tax thresholds – as Reeves is expected
to do – was “less visible” than a hike to the basic rate of income tax, but
still “very politically painful”.
And Sascha, with the help of Bloomberg journalist and author of Can You Run the
Economy Joe Mayes, puts herself in the shoes of Rachel Reeves and goes through
the options available to her to fill what is expected to be a £20bn blackhole in
the budget.
Helen Miller, director of the Institute for Fiscal Studies, warns Britain is in
for a productivity down-grade, and if she were Rachel Reeves, she would worry
about whether or not the budget will “drag down growth”.
By ALEX PERRY in Paris
Illustrations by Julius Maxim for POLITICO
This article is also available in French
When Patrick Pouyanné decided to spend billions on a giant natural gas field in
a faraway warzone, he made the call alone, over a single dinner, with the head
of a rival energy company.
Pouyanné, the chairman and CEO of what was then called Total, was dining with
Vicki Hollub, CEO of Houston-based Occidental Petroleum. It was late April 2019,
and Hollub was in a David and Goliath battle with the American energy behemoth
Chevron to buy Anadarko, like Occidental a mid-sized Texan oil and gas explorer.
The American investor Warren Buffett was set to back Hollub with $10 billion,
but it wasn’t enough. So Hollub flew to Paris to meet Pouyanné.
Hollub’s proposal: Pouyanné would pitch in $8.8 billion in exchange for
Anadarko’s four African gas fields, including a vast deep-sea reserve off
northern Mozambique, an area in the grip of an Islamist insurgency.
The Frenchman, who had previously approached Anadarko about the same assets,
said yes in a matter of minutes.
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“What are the strengths of Total?” Pouyanné explained to an Atlantic Council
event in Washington a few weeks later. “LNG,” he went on, and the “Middle East
and Africa,” regions where the company has operated since its origin in the
colonial era. “So it’s just fitting exactly and perfectly.”
Total, “a large corporation,” could be “so agile,” he said, because of the
efficacy of his decision-making, and the clarity of his vision to shift from oil
to lower-emission gas, extracted from lightly regulated foreign lands.
In the end, “it [was] just a matter of sending an email to my colleague
[Hollub],” he added. “This is the way to make good deals.”
Six years later, it’s fair to ask if Pouyanné was a little hasty.
On Nov. 17, a European human rights NGO filed a criminal complaint with the
national counterterrorism prosecutor’s office in Paris accusing TotalEnergies of
complicity in war crimes, torture and enforced disappearances, all in northern
Mozambique.
The allegations turn on a massacre, first reported by POLITICO last year, in
which Mozambican soldiers crammed about 200 men into shipping containers at the
gatehouse of a massive gas liquefaction plant TotalEnergies is building in the
country, then killed most of them over the next three months.
The complaint, submitted by the nonprofit European Centre for Constitutional and
Human Rights (ECCHR), alleges that TotalEnergies became an accomplice in the
“so-called ‘container massacre’” because it “directly financed and materially
supported” the Mozambican soldiers who carried out the executions, which took
place between June and September 2021.
“TotalEnergies knew that the Mozambican armed forces had been accused of
systematic human rights violations, yet continued to support them with the only
objective to secure its facility,” said Clara Gonzales, co-director of the
business and human rights program at ECCHR, a Berlin-based group specializing in
international law that has spent the past year corroborating the atrocity.
In response to the complaint, a company spokesperson in Paris said in a written
statement: “TotalEnergies takes these allegations very seriously” and would
“comply with the lawful investigation prerogatives of the French authorities.”
Last year, in response to questions by POLITICO, the company — through its
subsidiary Mozambique LNG — said it had no knowledge of the container killings,
adding that its “extensive research” had “not identified any information nor
evidence that would corroborate the allegations of severe abuses and torture.”
This week, the spokesperson repeated that position.
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Asked in May in the French National Assembly about the killings, Pouyanné
dismissed “these false allegations” and demanded the company’s accusers “put
their evidence on the table.” Questioned about the complaint on French
television this week, he again rejected the allegations and described them as a
“smear campaign” motivated by the fact that TotalEnergies produces fossil fuels.
The war crimes complaint is based on POLITICO’s reporting and other open-source
evidence. In the last year, the container killings have been confirmed by the
French newspaper Le Monde and the British journalism nonprofit Source Material.
The British Mozambique expert Professor Joseph Hanlon also said the atrocity was
“well known locally,” and an investigation carried out by UK Export Finance
(UKEF) — the British state lender, which is currently weighing delivery of a
$1.15 billion loan to Total’s project — has heard evidence from its survivors.
The massacre was an apparent reprisal for a devastating attack three months
earlier by ISIS-affiliated rebels on the nearby town of Palma, just south of the
border with Tanzania, which killed 1,354 civilians, including 55 of Total’s
workforce, according to a house-to-house survey carried out by POLITICO. Of
those ISIS murdered, it beheaded 330. TotalEnergies has previously noted that
Mozambique has yet to issue an official toll for the Palma massacre.
In March, a French magistrate began investigating TotalEnergies for involuntary
manslaughter over allegations that it abandoned its contractors to the
onslaught.
After the jihadis left the area in late June, Mozambican commandos based at
Total’s gas concession rounded up 500 villagers and accused them of backing the
rebels. They separated men from women and children, raped several of the women,
then forced the 180-250 men into two metal windowless shipping containers that
formed a rudimentary fortified entrance to Total’s plant.
There, the soldiers kept their prisoners in 30-degree-Celsius heat for three
months. According to eleven survivors and two witnesses, some men suffocated.
Fed handfuls of rice and bottle caps of water, others starved or died of thirst.
The soldiers beat and tortured many of the rest. Finally, they began taking them
away in groups and executing them.
Only 26 men survived, saved when a Rwandan intervention force, deployed to fight
ISIS, discovered the operation. A second house-to-house survey conducted by
POLITICO later identified by name 97 of those killed or disappeared.
Along with the new ECCHR complaint and the British inquiry, the killings are the
subject of three other separate investigations: by the Mozambican Attorney
General, the Mozambican National Human Rights Commission, and the Dutch
government, which is probing $1.2 billion in Dutch state financing for
TotalEnergies’ project.
This week’s complaint was lodged with the offices of the French National
Anti-Terrorism Prosecutor, whose remit includes war crimes. The prosecutor will
decide whether to open a formal inquiry and appoint an investigating
magistrate.
Should the case move ahead, TotalEnergies will face the prospect of a war crimes
trial.
Such an eventuality would represent a spectacular fall from grace for a business
that once held a central place in French national identity and a CEO whose
hard-nosed resolve made him an icon of global business.
Should a French court eventually find the company or its executives liable in
the container killings, the penalties could include fines and, possibly, jail
terms for anybody indicted.
How did TotalEnergies get here? How did Patrick Pouyanné?
‘POUYANNÉ PETROLEUM’
Born in Normandy in 1963, the son of a provincial customs official and a post
office worker, Pouyanné elevated himself to the French elite by winning
selection to the École Polytechnique, the country’s foremost engineering
university, and then the École des Mines, where France’s future captains of
industry are made.
Following a few years in politics as a minister’s aide, he joined the French
state petroleum company Elf as an exploration manager in Angola in 1996. After
moving to Qatar in 1999 as Elf merged with Total, Pouyanné ascended to the top
job at Total in 2014 after his predecessor, Christophe de Margerie, was killed
in a plane crash in Moscow.
Pouyanné led by reason, and force of will. “To be number one in a group like
Total … is to find yourself alone,” he said in 2020. “When I say ‘I don’t
agree,’ sometimes the walls shake. I realize this.”
A decade at the top has seen Pouyanné, 62, transform a company of 100,000
employees in 130 countries into a one-man show — “Pouyanné Petroleum,” as the
industry quip goes.
His frequent public appearances, and his unapologetically firm hand, have made
him a celebrated figure in international business.
“Patrick Pouyanné has done an extraordinary job leading TotalEnergies in a
complex environment, delivering outstanding financial results and engaging the
company in the energy transition quicker and stronger than its peers,” Jacques
Aschenbroich, the company’s lead independent director, said in 2023.
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Marc-Antoine Eyl-Mazzega, director of energy and climate at the French Institute
of International Relations, agreed. “His involvement is his strength,” he said.
“He’s able to take a decision quickly, in a much more agile and rapid way.”
Still, Eyl-Mazzega said, “I’m not sure everyone is happy to work with him. You
have to keep up the pace. There are often departures. He’s quite direct and
frank.”
Among employees, Pouyanné’s lumbering frame and overbearing manner has earned
him a nickname: The Bulldozer.
The moniker isn’t always affectionate. A former Total executive who dealt
regularly with him recalled him as unpleasantly aggressive, “banging fists on
the table.”
The effect, the executive said, has been to disempower the staff: “The structure
of Total is trying to guess what Pouyanné wants to do. You can’t make any
decisions unless it goes to the CEO.”
In a statement to POLITICO, TotalEnergies called such depictions “misplaced and
baseless.”
‘DON’T ASK US TO TAKE THE MORAL HIGH GROUND’
What’s not in dispute is how Pouyanné has used his authority to shape Total’s
answer to the big 21st-century oil and gas puzzle: how to square demand for
fossil fuels with simultaneous demands from politicians and climate campaigners
to eliminate them.
His response has been diversification, moving the company away from
high-emission fuels towards becoming a broad-based, ethical energy supplier,
centered on low-carbon gas, solar and wind, and pledging to reach net-zero
emissions by 2050. The change was symbolized by Pouyanné’s renaming of the
company TotalEnergies in 2021.
A second, more unsung element of Pouyanné’s strategy has been moving much of his
remaining fossil fuel operation beyond Western regulation.
Speaking to an audience at Chatham House in London in 2017, he said the catalyst
for his move to favor reserves in poorer, less tightly policed parts of the
planet was the penalties imposed on the British energy giant BP in the United
States following the 2010 Deepwater Horizon blowout, in which 11 men died and an
oil slick devastated the Gulf of Mexico coast.
Pouyanné declared that the fines — between $62 billion and $142 billion,
depending on the calculation used — represented an excessive “legal risk” to oil
and gas development in the West.
While other, more troubled territories came with their share of dangers,
Pouyanné put the cost of failure of any project outside the West at a more
manageable $2 to $3 billion, according to his Chatham House remarks.
As a way of assessing risk, it was efficient.
“Other players would spend a lot of money on consultancies and write 70 reports
to conclude that a project is risky,” Eyl-Mazzega said. “Pouyanné, on the other
hand, is prepared to take risks.”
Asked by the French Senate in 2024 how he chose where to invest, however,
Pouyanné admitted that his math was strictly about the bottom line.
“Don’t ask us to take the moral high ground,” he said.
‘A COLLAPSE WILL NOT PUT TOTAL IN DANGER’
The first oil and gas prospectors arrived in northern Mozambique in 2006 as part
of a Western effort to broaden supply beyond the Middle East. When Anadarko
found gas 25 miles out to sea in 2010, the talk was of Mozambique as the new
Qatar.
At 2.6 million acres, or about a third of the size of Belgium, Rovuma Basin Area
1 was a monster, thought to hold 75 trillion cubic feet of gas, or 1 percent of
all global reserves. An adjacent field, Area 4, quickly snapped up by
ExxonMobil, was thought to hold even more.
To cope with the volume of production, Anadarko’s Area 1 consortium drew up a
plan for a $20 billion onshore liquefaction plant. Together with ExxonMobil’s
field, the cost of developing Mozambique’s gas was estimated at $50 billion,
which would make it the biggest private investment ever made in Africa.
But in 2017, an ISIS insurgency emerged to threaten those ambitions.
By the time Pouyanné was preparing to buy Anadarko’s 26.5 percent share in Area
1 two years later, what had begun as a ragtag revolt against government
corruption in the northern province of Cabo Delgado had become a full-scale
Islamist rebellion.
Insurgents were taking ever more territory, displacing hundreds of thousands of
people and regularly staging mass beheadings.
Even under construction, the gas plant was a regular target. It was run by
Europeans and Americans, intending to make money for companies thousands of
miles away while displacing 2,733 villagers to build their concession and
banning fishermen from waters around their drill sites. After several attacks on
plant traffic to and from the facility, in February 2019, the militants killed
two project workers in a village attack and dismembered a contract driver in the
road.
A further risk had its origins in a ban on foreigners carrying guns. That made
the plant reliant for security on the Mozambican army and police, both of which
had a well-documented record of criminality and repression.
Initially, Pouyanné seemed unconcerned. The gas field was outside international
law, as Mozambique had not ratified the Rome Statute setting up the
International Criminal Court. And Pouyanné appeared to see the pursuit of
high-risk, high-reward projects almost as an obligation for a deep-pocketed
corporation, telling the Atlantic Council in May 2019, soon after he agreed the
Mozambique deal, that Total was so big, it didn’t need to care — at least, not
in the way of other, lesser companies or countries.
“We love risk, so we have decided to embark on the Mozambique story,” he said.
“Even if there is a collapse, [it] will [not] put Total in danger.”
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In September 2019, when Total’s purchase was formally completed, the company
declared in a press release: “The Mozambique LNG project is largely derisked.”
In one of several statements to POLITICO, TotalEnergies explained the term
echoed the boss’s focus on “the project’s commercial and financial fundamentals.
To infer this was a dismissal of security concerns amounts to a fundamental
misunderstanding of the way the sector operates.”
Still, for workers at the project, it was an arresting statement, given that a
Mozambique LNG worker had recently been chopped to pieces.
Around the same time, the project managers at Anadarko, many of whom were now
working for Total, tried to warn their new CEO of the danger posed by the
insurgency.
It was when they met Pouyanné, however, that “things then all started to
unwind,” said one.
Pouyanné regaled the team who had worked on the Mozambique project for years
with a speech “on how brilliant Total was, and how brilliantly Total was going
to run this project,” a second executive added.
Pouyanné added he had “a French hero” running the company’s security: Denis
Favier who, as a police commander, led a team of police commandos as they
stormed a hijacked plane on the tarmac at Marseille in 1994, and in 2015, as
France’s most senior policeman, commanded the operation to hunt and kill the
Islamist brothers who shot dead 12 staff at the Charlie Hebdo newspaper in
Paris.
“This is easy for him,” Pouyanné said.
Asked about the transition from Anadarko to Total, the company maintained it was
responsive to all concerns expressed by former Anadarko workers. “We are not
aware of any such dismissal of security concerns by TotalEnergies or its senior
management,” the company said. “It is incorrect to state that advice from the
ground was not listened to.”
Still, after meeting Pouyanné, the old Anadarko team called their Mozambique
staff together to brief them on their new boss.
“Well, holy shit,” one manager began, according to a person present. “We’ve got
a problem.”
‘VERY VULNERABLE’
A third former Anadarko staffer who stayed on to work for Total said that on
taking over, the company also put on hold a decision to move most contractors
and staff from hotels and compounds in Palma to inside its fortified camp — a
costly move that Anadarko was planning in response to deteriorating security.
“This was a danger I had worked so hard to eliminate,” the staffer said. “Palma
was very vulnerable. Almost nobody was supposed to be [there]. But Total
wouldn’t listen to me.”
Other measures, such as grouping traffic to and from the plant in convoys and
flanking them with drones, also ended. One project contractor who regularly made
the run through rebel territory described the difference between Anadarko and
Total as “night and day.”
Then in June 2020, the rebels captured Mocimboa da Praia, the regional hub, and
killed at least eight subcontractors. In late December that year, they staged
another advance that brought them to Total’s gates.
At that, Pouyanné reversed course and assumed personal oversight of the security
operation, the first Anadarko manager said. Despite no expertise in security,
“[he] had to get into every little last possible detail.”
The second executive concurred. “It went from, ‘I don’t care, we’ve got the best
security people in the business to run this’ to ‘Oh my God, this is a disaster,
let me micromanage it and control it,’” he said.
The company was “not aware of any … criticism that Mr. Pouyanné lacks the
necessary expertise,” TotalEnergies said, adding the CEO had “first-hand
experience of emergency evacuation … [from] when Total had to evacuate its staff
from Yemen in 2015.”
The insurgents’ advance prompted Pouyanné to order the evacuation of all
TotalEnergies staff. By contrast, many contractors and subcontractors, some of
them behind schedule because of Covid, were told to keep working, according to
email exchanges among contractors seen by POLITICO.
“Mozambique LNG did not differentiate between its own employees, its contractors
or subcontractors when giving these instructions,” the company said, but added
that it was not responsible for the decisions of its contractors.
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Then, in February 2021, Pouyanné flew to Maputo, the Mozambican capital, to
negotiate a new security deal with then Mozambican President Filipe Nyusi.
Afterward, the two men announced the creation of the Joint Task Force, a
1,000-man unit of soldiers and armed police to be stationed inside the
compound.
The deal envisaged that the new force would protect a 25-kilometer radius around
the gas plant, including Palma and several villages. In practice, by
concentrating so many soldiers and police inside the wire, it left Palma
comparatively exposed.
“It is incorrect to allege that Palma was left poorly defended,” the company
said. “However, it is a fact that these security forces were overwhelmed by the
magnitude and violence of the terrorist attacks in March 2021.” TotalEnergies
added it is not correct to say that “Mr. Pouyanné personally managed the
security deal setting up the Joint Task Force.”
‘TRAIN WRECK’
By this time, the company’s own human rights advisers were warning that by
helping to create the Joint Task Force — to which the company agreed to pay what
it described as “hardship payments” via a third party, as well as to equip it
and accommodate it on its compound — Pouyanné was effectively making
TotalEnergies a party to the conflict, and implicating it in any human rights
abuses the soldiers carried out.
Just as worrying was TotalEnergies’ insistence — according to a plant security
manager, and confirmed by minutes of a Total presentation on security released
under a Dutch freedom of information request — that all major security decisions
be handled by a 20-man security team 5,000 miles away in Paris.
That centralization seemed to help explain how, when the Islamists finally
descended on Palma on March 24, 2021, Total was among the last to know.
One Western security contractor told POLITICO he had pulled his people out 10
days before the assault, based on intelligence he had on guns and young men
being pre-positioned in town.
In the days immediately preceding the attack, villagers around Palma warned
friends and relatives in town that they had seen the Islamists advancing.
WhatsApp messages seen by POLITICO indicate contractors reported the same
advance to plant security on March 22 and March 23.
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Nonetheless, at 9 a.m. on March 24, TotalEnergies in Paris announced that it was
safe for its staff to return.
Hours later, the Islamists attacked.
“Neither Mozambique LNG nor TotalEnergies received any specific ‘advance
warnings’ of an impending attack prior to March 24,” the company said.
Faced with a three-pronged advance by several hundred militants, the plant
security manager said TotalEnergies’ hierarchical management pyramid was unable
to cope.
Ground staff could not respond to evolving events, paralyzed by the need to seek
approval for decisions from Paris.
Total’s country office in Maputo was also in limbo, according to the security
manager, neither able to follow what was happening in real-time, nor authorized
to respond.
‘WHO CAN HELP US?!’
Two decisions, taken as the attack unfolded, compounded the havoc wreaked by the
Islamists.
The first was Total’s refusal to supply aviation fuel to the Dyck Advisory Group
(DAG), a small, South African private military contractor working with the
Mozambican police.
With the police and army overrun, DAG’s small helicopters represented the only
functional military force in Palma and the only unit undertaking humanitarian
rescues.
But DAG’s choppers were limited by low supplies of jet fuel, forcing them to fly
an hour away to refuel, and to ground their fleet intermittently.
Total, as one of the world’s biggest makers of aviation fuel, with ample stocks
at the gas plant, was in a position to help. But when DAG asked Total in Paris
for assistance, it refused. “Word came down from the mountain,” DAG executive
Max Dyck said, “and that was the way it was going to be.”
Total has conceded that it refused fuel to DAG — out of concern for the
rescuers’ human rights record, the company said — but made fuel available to the
Mozambican security services. DAG later hired an independent lawyer to
investigate its record, who exonerated the company.
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A second problematic order was an edict, handed down by Pouyanné’s executives in
Paris in the months before the massacre, according to the plant security
manager, that should the rebels attack, gate security guards at the gas plant
were to let no one in.
It was an instruction that could only have been drawn up by someone ignorant of
the area’s geography, the man said.
If the Islamists blocked the three roads in and out of Palma, as conventional
tactics would prescribe, the only remaining ways out for the population of
60,000 would be by sea or air — both routes that went through TotalEnergies’s
facility, with its port and airport. By barring the civilians’ way, the company
would be exposing them.
So it proved. TotalEnergies soon had 25,000 fleeing civilians at its gates,
according to an internal company report obtained under a freedom of information
request by an Italian NGO, Recommon. Among the crowd were hundreds of project
subcontractors and workers.
Witnesses described to POLITICO how families begged TotalEnergies’ guards to let
them in. Mothers were passing their babies forward to be laid in front of the
gates. But TotalEnergies in Paris refused to allow its guards on the ground to
open up.
On March 28, the fifth day of the attack, Paris authorized a ferry to evacuate
1,250 staff and workers from the gas plant, and make a single return trip to
pick up 1,250 civilians, who had sneaked inside the perimeter. That still left
tens of thousands stranded at its gates.
On March 29, a TotalEnergies community relations manager in Paris made a
panicked call to Caroline Brodeur, a contact at Oxfam America.
“He’s like, ‘There’s this huge security situation in Mozambique!’” Brodeur said.
“An escalation of violence! We will need to evacuate people! Who can help us?
Which NGO can support us with logistics?’”
Thirty minutes later, the man called back. “Wait,” he told Brodeur. “Don’t do
anything.” TotalEnergies’ senior managers had overruled him, the man said. No
outsiders were to be involved.
“I think he was trying to do the right thing,” Brodeur said in an interview with
POLITICO. “But after that, Total went silent.”
Over the next two months, the jihadis killed hundreds of civilians in and around
Palma and the gas plant before the Rwandan intervention force pushed them out.
The second former Anadarko and Total executive said the rebels might have
attacked Palma, whoever was in charge at the gas project. But Total’s distant,
centralized management made a “train wreck … inevitable.”
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TotalEnergies said its response to the attack “mitigated as much as was
reasonably possible the consequences.” Confirming the phone call to Oxfam, it
added: “There was no effort by whoever within TotalEnergies to shut any
possibility for external assistance down.”
The company was especially adamant that Pouyanné was not at fault.
“The allegation that Mr. Pouyanné’s management of TotalEnergies exacerbated the
devastation caused by the attacks in Mozambique is entirely unsubstantiated,” it
said. “Mr. Pouyanné takes the safety and security of the staff extremely
seriously.”
In his television appearance this week, Pouyanné defended the company’s
performance. “We completely evacuated the site,” he said. “We were not present
at that time.”
He said he considered that TotalEnergies, whose security teams had helped “more
than 2,000 civilians evacuate the area,” “had carried out heroic actions.”
‘AN ALMOST PERFECT DINNER PARTY’
TotalEnergies’ troubles in Mozambique have come amid a wider slump in the
country’s fortunes and reputation.
Years of climate protests outside the company’s annual general meetings in
central Paris peaked in 2023 when police dispersed activists with batons and
tear gas. For the last two years, TotalEnergies has retreated behind a line of
security checks and riot police at its offices in Défense, in the western part
of Paris.
Though the company intended 2024, its centenary year, as a celebration, the
company succeeded mostly in looking past its prime. When Pouyanné took over in
2014, Total was France’s biggest company, and 37th in the world. Today, it is
France’s seventh largest and not even in the global top 100.
Several French media houses chose the occasion of TotalEnergies’ 100th birthday
to declare open season on the company, portraying it as a serial offender on
pollution, corruption, worker safety, and climate change.
Pouyanné has also presided over a rift with the French establishment. Last year,
when he suggested listing in New York to boost the stock, French President
Emmanuel Macron berated him in public.
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The division grew wider a few weeks later when the French Senate concluded a
six-month inquiry into the company with a recommendation that the formerly
state-owned enterprise be partly taken back into public ownership.
The company has faced five separate lawsuits, civil and criminal, claiming it is
breaking French law on climate protection and corporate conduct.
In a sixth case, brought by environmentalists in Paris last month, a judge
ordered TotalEnergies to remove advertising from its website claiming it was
part of the solution to climate change. Given the company’s ongoing investments
in fossil fuels, that was misleading, the judge said, decreeing that
TotalEnergies take down its messaging and upload the court’s ruling instead.
The Swedish activist Greta Thunberg has also led protests against TotalEnergies’
East Africa Crude Oil Pipeline. That project, intended to pump oil 1,000 miles
from Uganda across Tanzania to the Indian Ocean, is similarly embroiled in
accusations of human rights abuses, drawing criticism from the European
Parliament plus 28 banks and 29 insurance companies who have refused to finance
it.
Pouyanné has also taken hits to his personal brand. A low point came in 2022
when he chose the moment his countrymen were recovering from Covid and
struggling with soaring fuel prices to defend his salary of €5,944,129 a year.
He was “tired” of the accusation that he had received a 52 percent rise, he
wrote on Twitter. His pay, he added, had merely been restored to pre-pandemic
levels.
Overnight, the CEO became the unacceptable face of French capitalism. “Pouyanné
lives in another galaxy, far, far away,” said one TV host. Under a picture of
the CEO, an MP from the leftist France Unbowed movement wrote: “A name, a face.
The obstacle in the way of a nation.”
So heated and widely held is the contempt that in 2023 the company produced a
guide for its French employees on how to handle it. Titled “An Almost Perfect
Dinner Party,” the booklet lays out arguments and data that staff might use to
defend themselves at social occasions.
“Have you ever been questioned, during a dinner with family or friends, about a
controversy concerning the Company?” it asked. “Did you have the factual
elements to answer your guests?”
‘FALSE ALLEGATIONS’
The war crimes case lodged this week against TotalEnergies was filed in France,
despite the alleged crimes occurring in Mozambique, because, it argues,
TotalEnergies’ nationality establishes jurisdiction.
The case represents a dramatic example of the extension of international justice
— the prosecution in one country of crimes committed in another. A movement
forged in Nuremberg and Tokyo in the wake of World War II, the principles of
international justice have been used more recently by national and international
courts to bring warlords and dictators to trial — and by national courts to
prosecute citizens or companies implicated in abuses abroad where local justice
systems are weak.
U.S. courts have ordered ExxonMobil and banana giant Chiquita to stand trial for
complicity in atrocities committed in the late 1990s and early 2000s by soldiers
or militias paid to protect their premises in Indonesia and Colombia,
respectively.
Exxon settled a week before the case opened in 2023. A Florida court ordered
Chiquita to pay $38 million to the families of eight murdered Colombian men in
June 2024; Chiquita’s appeal was denied that October.
In Sweden, two executives from Lundin Oil are currently on trial for complicity
in war crimes after Sudanese troops and government militias killed an estimated
12,000 people between 1999 and 2003 as they cleared the area around a company
drill site. The executives deny the accusations against them.
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ECCHR has initiated several international justice cases. Most notably, in 2016,
it and another legal non-profit, Sherpa, filed a criminal complaint in Paris
against the French cement maker Lafarge, accusing its Syrian plant of paying
millions of dollars in protection money to ISIS. Earlier this month, Lafarge and
eight executives went on trial in Paris, accused of funding terrorism and
breaking international sanctions — charges they deny.
The war crimes complaint against TotalEnergies cites internal documents,
obtained under freedom of information requests in Italy and the Netherlands,
that show staff at the site knew the soldiers routinely committed human rights
abuses against civilians while working for the company.
There were “regular community allegations of JTF [Joint Task Force] human rights
violations,” read one, including “physical violence, and
arrests/disappearances.” The report also referred to “troops who were allegedly
involved in a [human rights] case in August [2021].” These were deemed so
serious that TotalEnergies suspended pay to all 1,000 Joint Task Force soldiers
and the army expelled 200 from the region, according to the internal document.
The ECCHR complaint accuses TotalEnergies and “X”, a designation leaving open
the possibility for the names of unspecified company executives to be added.
Among those named in the document’s 56 pages are Pouyanné and five other
TotalEnergies executives and employees. Favier, the company’s security chief, is
not among them.
TotalEnergies declined to make any of its executives or security managers
available for interviews.
In April 2024, when Pouyanné was questioned about his company’s Mozambique
operation by the French Senate, he stated that while the government was
responsible for the security of Cabo Delgado, “I can ensure the security of
whichever industrial premises on which I might operate.”
Asked about the container executions before the National Assembly this May,
Pouyanné reaffirmed his faith in the Mozambican state, saying: “I think we help
these countries progress if we trust their institutions and don’t spend our time
lecturing them.”
Apparently forgetting how he helped negotiate a security deal to place
Mozambican soldiers on Total’s premises, however, he then qualified this
statement, saying: “I can confirm that TotalEnergies has nothing to do with the
Mozambican army.”
A company spokesperson clarified this week: “TotalEnergies is not involved in
the operations, command or conduct of the Mozambican armed forces.”
In addition to the war crimes complaint, TotalEnergies’ Mozambique operation is
already the subject of a criminal investigation opened in March by French state
prosecutors. The allegation against the company is that it committed involuntary
manslaughter by failing to protect or rescue workers left in Palma when ISIS
carried out its massacre.
Though POLITICO’s previous reporting found that 55 project workers were killed,
TotalEnergies — through its subsidiary, Mozambique LNG — initially claimed it
lost no one. “All the employees of Mozambique LNG, its contractors and
subcontractors were safely evacuated from the Mozambique LNG Project site,”
Maxime Rabilloud, Mozambique LNG’s managing director, told POLITICO last year.
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That assertion notwithstanding, the death of at least one British subcontractor,
Philip Mawer, is the subject of a formal inquest in the U.K.
In December 2024, the company’s Paris press office adjusted its position on the
Palma attack. “TotalEnergies has never denied the tragedy that occurred in Palma
and has always acknowledged the tragic loss of civilian lives,” it told
POLITICO. For the first time, it also admitted “a small number” of project
workers had been stationed outside its secure compound during the attack and
exposed to the bloodbath.
A resolution to the French manslaughter investigation will take years. A
decision on whether to open a formal investigation into the new claims against
TotalEnergies for complicity in war crimes, let alone to bring the case to
trial, is not expected until 2026, at the earliest.
Should anyone eventually be tried for involuntary manslaughter, a conviction
would carry a penalty of three years in prison and a €45,000 fine in France,
escalating to five years and €75,000 for “a manifestly deliberate violation of a
particular obligation of prudence or safety.”
For complicity in war crimes, the sentence is five years to life.
‘CAN YOU ACTUALLY LOOK AT YOURSELF IN THE MIRROR?’
The war crimes accusation adds new uncertainty to the 20-year effort to develop
Mozambique’s gas fields.
In the aftermath of the 2021 Palma massacre, TotalEnergies declared a state of
“force majeure,” a legal measure suspending all contracted work due to
exceptional events.
The following four and a half years of shutdown have cost TotalEnergies $4.5
billion, in addition to the $3.9 billion that Pouyanné originally paid Anadarko
for the Mozambique operation. Billions more in costs can be expected before the
plant finally pumps gas, which Total now predicts will happen in 2029.
The manslaughter case and the war crimes complaint have the potential to cause
further holdups by triggering due diligence obligations from TotalEnergies’
lenders, preventing them from delivering loans of $14.9 billion — without which
Pouyanné has said his star project will collapse.
Total also faces a Friends of the Earth legal challenge to a $4.7 billion U.S.
government loan to the project.
A TotalEnergies spokesperson said this week that the project was able to “meet
due diligence requirements by lenders.”
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All this comes as the situation on the ground remains unstable. After a
successful Rwandan counter-attack from 2021 to 2023, the insurgency has
returned, with the Islamists staging raids across Cabo Delgado, including Palma
and the regional hub of Mocimboa da Praia.
The International Organization for Migration says 112,185 people fled the
violence between September 22 and October 13. Among those killed in the last few
months were two gas project workers — a caterer, murdered in Palma, and a
security guard, beheaded in a village south of town.
TotalEnergies has consistently said that neither recent legal developments nor
the upsurge in ISIS attacks will affect its plans to formally reopen its
Mozambique operation by the end of the year.
“This new complaint has no connection with the advancement of the Mozambique LNG
project,” a spokesperson said this week.
Pouyanné himself has spent much of this year insisting the project is “back on
track” and its financing in place. In October, in a move to restart the project,
the company lifted the force majeure.
Still, in a letter seen by POLITICO, Pouyanné also wrote to Mozambican President
Daniel Chapo asking for 10 more years on its drilling license and $4.5 billion
from the country to cover its cost overruns.
Mozambique, whose 2024 GDP was $22.42 billion — around a tenth of TotalEnergies’
revenues for the year of $195.61 billion — has yet to respond.
A final issue for TotalEnergies’ CEO is whether a formal accusation of war
crimes will fuel opposition to his leadership among shareholders.
At 2024’s annual general meeting, a fifth of stockholders rejected the company’s
climate transition strategy as too slow, and a quarter declined to support
Pouyanné for a fourth three-year term. In 2025, several institutional investors
expressed their opposition to Pouyanné by voting against his remuneration.
In the statement, the TotalEnergies spokesperson pointed to the 2023 comments by
Aschenbroich, the independent board member: “The Board unanimously looks forward
to his continued leadership and his strategic vision to continue TotalEnergies’
transition.”
Yet, there seems little prospect that his popularity will improve, inside or
outside the company. “Patrick Pouyanné is everyone’s best enemy,” says Olivier
Gantois, president of the French oil and gas lobby group UFIP-EM, “the scapegoat
we love to beat up on.”
Recently, the 62-year-old Pouyanné has begun to sound uncharacteristically
plaintive. At TotalEnergies’ 2022 shareholder meeting, he grumbled that the
dissidents might not like CO2 emissions, “but they sure like dividends.”
At last year’s, he complained that TotalEnergies was in an impossible position.
“We are trying to find a balance between today’s life and tomorrow’s,” he said.
“It’s not because TotalEnergies stops producing hydrocarbons that demand for
them will disappear.”
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TotalEnergies’ articles of association require Pouyanné to retire before he
reaches 67, in 2030, around the time that TotalEnergies currently forecasts gas
production to begin in Mozambique.
Henri Thulliez, the lawyer who filed both criminal complaints against
TotalEnergies in Paris, predicts Pouyanné’s successors will be less attached to
the project — for the simple reason that Mozambique turned out to be bad
business.
“You invest billions in the project, and the project has been completely
suspended for four years now,” Thulliez says. “All your funders are hesitating.
You’re facing two potential litigations in France, maybe at some point
elsewhere, too. You have to ask: what’s the point of all of this?”
As for Pouyanné, two questions will haunt his final years at TotalEnergies, he
suggests.
First, “Can shareholders afford to keep you in your job?”
Second, “Can you actually look at yourself in the mirror?”
Aude Le Gentil and Alexandre Léchenet contributed to this report.
LONDON — Donald Trump’s war against the media has gone international.
Britain’s public service broadcaster has until 10 p.m. U.K. time on Friday to
retract a 2024 documentary that he claims did him “overwhelming financial and
reputational harm” — or potentially face a $1 billion lawsuit (nearly £760
million).
It’s the U.S. president’s first notable battle with a non-American media
organization. The escalation from Trump comes as the BBC is already grappling
with the double resignations this past weekend of two top executives, Director
General Tim Davie and news CEO Deborah Turness, amid the growing furor sparked
by the release last week of an internal ombudsman’s report criticizing the Trump
program as well as the BBC’s coverage of the Gaza war.
Trump told Fox News he believes he has “an obligation” to sue the corporation
because “they defrauded the public” and “butchered” a speech he gave.
POLITICO walks you through the possible road ahead — and the potential pitfalls
on both sides of the Atlantic.
WHY IS TRUMP THREATENING TO SUE?
The U.S. president is objecting to the broadcaster’s reporting in a documentary
that aired on Panorama, one of the BBC’s flagship current affairs shows, just
days before the U.S. presidential election.
The program included footage from Trump’s speech ahead of the Jan. 6, 2021
Capitol riot, which was selectively edited to suggest, incorrectly, that he told
supporters: “We’re going to walk down to the Capitol and I’ll be there with you,
and we fight. We fight like hell.”
But those lines were spoken almost an hour apart, and the documentary did not
include a section where Trump called for supporters “to peacefully and
patriotically make your voices heard.”
“I really struggle to understand how we got to this place,” former BBC legal
affairs correspondent Clive Coleman told POLITICO. “The first lesson almost
you’re taught as a broadcast journalist is that you do not join two bits of
footage together from different times in a way that will make the audience think
that it is one piece of footage.”
The U.S. president’s legal team claimed the edit on the footage was “false,
defamatory, disparaging, and inflammatory” and caused him “to suffer
overwhelming financial and reputational harm.”
BBC Chair Samir Shah apologized on Monday for the “error of judgment” in the
edit. Trump’s lawyers said in their letter that they want a retraction, an
apology and appropriate financial compensation — though their client’s
subsequent comments suggest that may not satisfy him at this point.
DO TRUMP’S CLAIMS STAND A CHANCE?
Trump’s lawyers indicated in their letter that he plans to sue in Florida, his
home state, which has a two-year statute of limitations for defamation rather
than the U.K.’s one-year limit — which has already passed.
The U.S. president is objecting to the broadcaster’s reporting in a documentary
that aired on Panorama, one of the BBC’s flagship current affairs shows, just
days before the U.S. presidential election. | Chip Somodevilla/Getty Images
To even gain a hearing, the U.S. president would first need to prove the
documentary was available there. The broadcaster confirmed the Panorama episode
was not shown on the global feed of the BBC News Channel, while programs on
iPlayer, the BBC’s catchup service, were only available in the U.K.
The Trump team’s letter to the BBC, however, claimed the clip was “widely
disseminated throughout various digital mediums” reaching tens of millions of
people worldwide — a key contention that would need to be considered by any
judge deciding whether the case could be brought.
U.S. libel laws are tougher for claimants given that the U.S. Constitution’s
First Amendment guarantees the right to free speech. In U.S. courts, public
figures claiming to have been defamed also have to show the accuser acted with
“actual malice.”
The legal meaning doesn’t require animosity or dislike, but instead an intent to
spread false information or some action in reckless disregard of the truth — a
high burden of proof for Trump’s lawyers.
American libel standards tend to favor publishers more than those in Britain, so
much so that in recent decades public figures angry about U.S. news reports have
often opted to file suit in the U.K. That trend even prompted a 2010 U.S. law
aimed at reining in so-called libel tourism.
Yet Trump’s legal team is signaling it will argue that since the full video of
Trump’s 2021 speech was widely available to the BBC, the editing itself amounted
to reckless disregard and, therefore, actual malice.
BBC Chair Samir Shah apologized on Monday for the “error of judgment” in the
edit. | Henry Nicholls/AFP via Getty Images
“The BBC’s reckless disregard for the truth underscores the actual malice behind
the decision to publish the wrongful content, given the plain falsity of the
statements,” his lawyers wrote.
However, a court battle wouldn’t be without risks for Trump. Prateek Swaika, a
U.K.-based partner with Boies Schiller Flexner, said pursuing litigation “could
force detailed examination and disclosure in connection” with Trump’s Jan. 6
statements — potentially creating “more reputational damage than the original
edit.”
COULD THE BBC SETTLE?
Trump has a long history of threatening legal action, especially against the
press, but has lately had success in reaching out-of-court agreements with media
outlets — including, most notably, the U.S. broadcasters ABC and CBS.
Trump’s latest claim is the flipside of his $20 billion suit against CBS’s “60
Minutes” over an interview with then-Vice President and Democratic presidential
nominee Kamala Harris, which Trump claimed was deceptively edited to make Harris
look good and therefore amounted to election interference.
CBS settled for $16 million in July, paying into a fund for Trump’s presidential
library or charitable causes, though the network admitted no wrongdoing. The
settlement came as CBS’ parent company, Paramount, was pursuing a corporate
merger that the Trump administration had the power to block — and after Trump
publicly said he thought CBS should lose its broadcast license, which is also
granted by the federal government.
The president doesn’t hold that same sway over the BBC, though the organization
does have some U.S.-based commercial operations. Some news organizations have
also opted to fight rather than settle past Trump claims, including CNN, the New
York Times and the Wall Street Journal.
Some news organizations have opted to fight rather than settle past Trump
claims, including CNN, the New York Times and the Wall Street Journal. | Kevin
Dietsch/Getty Images
“Litigation is always a commercial decision and it’s a reputational decision,”
said Coleman, suggesting settlement talks may look appealing compared to
fighting a case that could “hang over the heads of the BBC for many, many years,
like a dark cloud.”
COULD THE BRITISH GOVERNMENT STEP IN?
Despite the BBC’s standing as a state broadcaster, the Labour government has so
far taken a hands-off approach, perhaps unsurprisingly given Prime Minister Keir
Starmer’s ongoing efforts to woo Trump on trade.
No. 10 said on Tuesday that the lawsuit threat was a matter for the BBC, though
Starmer subsequently reiterated his support for it generally.
“I believe in a strong and independent BBC,” Starmer said at prime minister’s
questions Wednesday. “Some would rather the BBC didn’t exist … I’m not one of
them.”
Perhaps eager to stay in Trump’s good books, the PM’s ministers have also
avoided attacking the president and instead walked a diplomatic tightrope by
praising the BBC in more general terms.
Culture Secretary Lisa Nandy on Tuesday reiterated the government’s vision of
the BBC as a tool of soft power.
The BBC documentary did not include a section where Trump called for supporters
“to peacefully and patriotically make your voices heard.” | Brendan
Smialowski/Getty Images
“At a time when the line between fact and opinion, and between news and polemic,
is being dangerously blurred, the BBC stands apart,” Nandy told MPs Tuesday. “It
is a light on the hill for people here and across the world.”
WHO WOULD FUND ANY PAYOUT?
The BBC is funded by the country’s license fee, which requires any household
that has a TV or uses BBC iPlayer to pay £174.50 a year (some people are exempt
from paying). In the year ending March 2025, this accounted for £3.8 billion of
the corporation’s overall £5.9 billion in income. The remaining £2 billion came
from activities including commercial ventures.
Any licence fee revenue that funded a settlement with Trump would likely go down
very poorly as a political matter, given looming tax increases in the U.K. as
well as the U.S. president’s significant unpopularity with British voters.
The corporation lost a €100,000 (£88,000) libel case earlier this year against
former Sinn Féin President Gerry Adams after a Dublin jury found the broadcaster
falsely connected him to a 2006 Irish Republican Army killing, showing there is
a precedent for politicians winning cases.
Responding to a question as to whether license fee payers would fund any legal
sum, Starmer said Wednesday: “Where mistakes are made, they do need to get their
house in order and the BBC must uphold the highest standards, be accountable and
correct errors quickly.”
Singer Cliff Richard also received £210,000 in damages and around £2 million in
legal costs from the BBC in 2019 over a privacy case, though those payments were
within the scope of its legal insurance.
MIGHT AN ALTERNATIVE PAYMENT WORK?
The BBC has paid damages to a foreign head of state before, including
compensating then-Ukrainian President Petro Poroshenko in 2019 for an incorrect
report. But Trump technically faces rules on accepting foreign payments.
There’s every chance that a settlement to Trump could pass through another
vehicle, as the with the CBS agreement. ABC’s settlement involved $15 million to
a Trump-related foundation alongside $1 million for his legal fees.
Trump’s former attorney Alan Dershowitz suggested just that on Tuesday, saying
if the corporation made a “substantial” contribution to a charity “that’s
relevant to the president might put this thing behind them.”
After 38 days of stalemate, the Senate is finally turning to its tactic of last
resort to solve the government shutdown: a working weekend.
For the first time since the start of the nearly six-week shutdown, Majority
Leader John Thune is keeping the chamber in session past Friday in a bid to keep
the pressure on Democrats — at the urging of President Donald Trump and some
fellow Republicans who want senators to stay in D.C. until there’s an agreement.
But with party leaders shadow boxing over competing funding and health care
proposals, and bipartisan rank-and-talks moving slowly, there’s plenty of
skepticism anything can get done until at least early next week.
“What we have here is an intergalactic freak show,” Sen. John Kennedy (R-La.)
said after a closed-door GOP conference meeting.
Asked what senators could get done in the rare weekend session, Kennedy
predicted, “Nothing. … We’re going to be here for a long time.”
The Senate will come into session on Saturday at noon but has no votes scheduled
for the time being. GOP leaders aren’t yet holding another vote on
the House-passed stopgap bill that Democrats have already rejected 14 times, in
hopes that bipartisan talks among rank-and-file senators can build enough
support to reopen the government.
“We’re here, and we’ll see if something comes together we can vote on,” Thune
said Friday night, adding it “remains to be seen.”
With senators essentially left to wait and see, some are expected to leave town
for home-state engagements. But many said they were happy to stay given their
growing frustration with how the shutdown has dragged on — and how the
real-world consequences continue to pile up.
“My adage is, put them in a barn and don’t let them out until they come up with
a solution,” Sen. Ben Ray Luján (D-N.M.) said Friday.
Members of the bipartisan group at the center of the government funding talks
are expected to stay in Washington through the weekend to keep negotiating. One
person granted anonymity to disclose private discussions said that as of Friday
night the bipartisan talks had picked back up. Thune said he is also speaking to
Democrats “regularly” about the path forward.
On a separate track, the top members of the House and Senate Appropriations
committees are trying to finalize a three-bill package that would provide
full-year funding for food aid, veterans programs and other agencies and
programs.
But even as the bipartisan conversations continue, there are doubts they will
produce a deal that could eventually get the necessary eight Democrats to break
ranks. Trump, for one, continues to press Republicans to ditch the 60-vote
filibuster rule and reopen the government on party lines.
The bipartisan Senate group is talking about attaching the three full-year bills
to stopgap funding legislation for the rest of the government. They’re also
discussing possibly rehiring federal workers who were laid off during the
shutdown, as well as reining in the president’s ability to unilaterally claw
back some congressionally approved funding. Neither of the latter two is settled
or even guaranteed to make it into legislative text.
Senators appear nowhere close to resolving Democrats’ key concern: guaranteeing
an extension of Affordable Care Act subsidies set to expire at the end of the
year. Republicans are offering a Senate vote on the matter after the government
reopens, but with no guarantee of House or presidential action.
Sen. Chris Murphy (D-Conn.) said it was “insane” that top congressional leaders
and Trump have refused to speak directly for weeks to make a deal.
“I appreciate when our colleagues get together and talk. I’ve been part of a lot
of rank and file negotiations. But that doesn’t seem to be a path right now,” he
said.
“They refuse to engage,” Murphy added later. “It’s killing the country.”
Murphy is part of a group of Senate progressives rankling Democratic
negotiators, who view him and other senators as privately pushing for the caucus
to dig in on health care without a realistic path toward a deal.
But the desire for health care concessions among Democrats runs deep, even as
Republicans insist the government has to be reopened before any negotiations on
the issue take place.
“I need something on health care,” Sen. Elissa Slotkin (D-Mich.) said leaving
the Capitol Friday evening.
Senate Minority Leader Chuck Schumer offered what he cast as a compromise
proposal Friday, saying Democrats would provide the votes to reopen the
government if Republicans agreed to attach a one-year extension of the ACA
subsidies. Thune quickly dismissed it as a “nonstarter,” as did virtually his
entire conference.
Republicans have held private discussions about the ACA subsidies, both with
Democrats and with each other. Emerging from a closed-door conference meeting
Friday, several GOP senators vowed the party would produce its own health care
proposal once the government reopens. Sen. Markwayne Mullin (R-Okla.), however,
said it would take a while because they still need to get Senate Republicans,
House Republicans and the ultimate wild card, Trump, on the same page.
Sen. Bill Cassidy (R-La.) took to the Senate floor Friday evening to float a new
proposal to address the expiring subsidies — creating new savings accounts to
help people buy insurance. Cassidy has been involved behind the scenes in
bipartisan discussions on health care, but those talks were put on ice weeks ago
as it became clear Republicans would not cut a deal with the government closed.
Some Republicans, and even some Democrats, ended the day hoping that Schumer’s
offer — and its quick rejection — could herald a thaw in the frozen talks.
On-the-fence Democrats, the thinking goes, will now realize that bringing the
long-running rank-and-file negotiations to fruition is the only path out of the
morass.
“I think the Republicans made it very clear today that they were not going to
support Senator Schumer’s offer,” Sen. Jeanne Shaheen (D-N.H.) said Friday
night. “We need to find another path forward.”
BRUSSELS — Romania and Bulgaria are racing against time to stop their critical
oil refineries from shutdowns before U.S. sanctions on their Russian owners kick
in later this month.
Washington’s decision to blacklist Lukoil and Rosneft has sent EU countries
where Russia’s two largest oil companies are present into a tailspin, as they
scramble to prevent fuel cutoffs before the sanctions take effect on Nov. 21.
On Friday, Bulgarian lawmakers approved a new bill that would allow the
government to appoint a manager of the country’s mammoth Lukoil-owned Burgas
refinery, granting them sweeping powers to take operational control of the
facility, approve its sale and nationalize it if necessary. In the meantime, the
country is sounding out asking for a sanctions exemption.
Romania — home to Lukoil’s Petrotel refinery — is yet to take a formal decision.
But Bucharest is also considering asking for a “sanctions extension” as it
drafts its own response, said a senior government official, granted anonymity to
speak freely. Nationalization is seen as a “last option,” they added.
Still, Romanian Energy Minister Bogdan-Gruia Ivan told POLITICO that Bucharest
was “prepared” operationally for any scenario. The government’s plan will aim to
preserve “the economic activity of Romania, but at the same time to stop
financing the Russian Federation,” he added.
The U.S. Treasury — which must approve any sale — and the European Commission
declined to comment.
Efforts to secure new ownership for the refineries were thrown further into
doubt after Swiss-based trading house Gunvor on Thursday retracted its bid to
buy Lukoil’s international assets, following a blistering rebuke to the sales
offer by the U.S. Treasury.
The new measures also impact other EU countries. Germany has won a six-month
exemption for its Rosneft-owned Schwedt refinery, which has been under
government control since 2022. Hungarian Prime Minister Viktor Orbán on Friday
travelled to Washington in hopes of securing a waiver on Russian pipeline oil
imports for his country and neighboring Slovakia.
The sanctions come as President Donald Trump grows increasingly frustrated with
stalling efforts to secure a ceasefire in Ukraine. The EU, too, has in recent
months stepped up its campaign to end the bloc’s remaining reliance on Moscow
for energy.
TRANSITION TROUBLES
Technically, securing exemptions or appointing a state-backed manager to the
refineries shouldn’t be an issue.
That said, the worst-case scenario — where the refineries cease operations —
would play out very differently for the two countries.
For Bulgaria, where the Russian-owned refinery provides up to 80 percent of the
country’s fuel needs, it would leave Sofia without supplies “by the end of the
year,” said Martin Vladimirov, a senior analyst at the Center for the Study of
Democracy think tank.
Washington’s decision to blacklist Lukoil and Rosneft has sent EU countries
where Russia’s two largest oil companies are present into a tailspin, as they
scramble to prevent fuel cutoffs before the sanctions take effect on Nov. 21. |
Hristo Rusev/Getty Images
Romania’s facility, meanwhile, supplies around “20 percent” of the country’s
fuel, said Ana Otilia Nuțu, an energy analyst at the Expert Forum think tank. A
shutdown would therefore prompt “a few months” of mild price increases, she
said, as the country races to find replacement imports.
Still, a shutdown could hit exports to neighboring Moldova, she added. And “if
Moldova gets hit really bad, then it’s going to be another … huge PR opportunity
for Russia,” Nuțu said.
The Moldovan government on Friday put forward its own proposal to buy Lukoil’s
assets in the country, including an aircraft fuel depot, and said it had also
asked Washington for a sanctions delay.
Mikhail Krutikhin, co-founder of the RusEnergy consultancy and a Russian energy
industry expert, agreed the facilities should be able to “continue operations”
safely as long as their future owner keeps the pre-existing staff and hires
additional experts.
DIFFICULT SALES PITCH
Instead, the real problems come further down the line.
Firstly, securing a buyer won’t be easy. Both refineries are “well run,” said
one former Lukoil executive. But finding a firm willing to take on
sanctions-related legal risks, expensive cargoes, high insurance premiums and
constant investment upgrades will be “difficult,” they said.
While Vladimirov estimated the value of Bulgaria’s historically profit-making
refinery at $1.5 billion, Romania’s Petrotel is less attractive, according to
Nuțu. The facility, which had an annual turnover below €40 million in 2023, is
debt-laden and “needs very large investments,” she said.
Lukoil didn’t immediately respond to a request for comment by POLITICO.
Meanwhile, future arbitration is also a challenge — especially amid a government
takeover.
Bulgarian MPs passed an initial version of the refinery seizure bill in 30
seconds on Friday. That “haste and the complete lack of normal procedure [come]
at the risk of making multiple serious mistakes,” said Ivaylo Mirchev, an MP for
the opposition Democratic Bulgaria.
“Now they intend to grant this person such extraordinary powers that, in the
end, ‘Lukoil’ will sue Bulgaria — and the money will end up in Russia,” he said.
The Bulgarian energy ministry declined to comment.
Instead, Nuțu said the decision to sell the refineries must be coordinated “at
the EU level,” to prevent risks of Lukoil circumventing the U.S. sanctions.
Žygimantas Vaičiūnas, Lithuania’s energy minister, agreed. Whatever happens, he
said, Brussels should probe potential buyers before the transaction takes place,
given the lurking Russian presence.
“The European Commission has monitoring rights,” he told POLITICO. “In this
case, all the possibilities should be examined.”
Seb Starcevic contributed to this report.
Hours after witnessing his party’s worst electoral drubbing in at least six
years, President Donald Trump hosted Senate Republicans at the White House and
demanded they ditch their chamber’s supermajority rules.
“If you don’t terminate the filibuster, you’ll be in bad shape,” he told them
over breakfast in the State Dining Room.
It was classic Trump dominance theater, like many other occasions this year
where he successfully muscled recalcitrant Republicans to confirm controversial
nominees, support divisive policies and enact sweeping domestic policy
legislation.
But upon returning to the Capitol, the senators made it very clear: They planned
to blow Trump off. One GOP senator, Mike Rounds of South Dakota, laughed out
loud when asked about the anti-filibuster push.
Welcome to the dawn of Trump’s lame duck era.
Don’t expect an immediate stampede away from the president, according to
interviews with GOP lawmakers and aides Wednesday — he remains overwhelmingly
popular with GOP voters and is the party’s most dominant leader in a generation.
Trump’s top political aide signaled Monday that the White House is not worried
about a messy “family conversation” about the filibuster.
But with Tuesday’s stunning election losses crystallizing the risks to
downballot Republicans in 2026 and beyond, there are growing signs that
lawmakers are contending with the facts of their political lives: He’ll be gone
in just over three years, while they’ll still be around.
The danger for the president is that if Trump can’t run roughshod over the thin
GOP congressional majorities, it would leave him few legislative options given
his scant interest in compromising with Democrats.
One Republican already liberated from reelection concerns openly vocalized
frustrations Wednesday as Trump pushed for the end of the filibuster — something
many in the GOP fear would backfire soon enough once Democrats regain power.
Retiring Rep. Don Bacon (R-Neb.) called Democrats’ victory margins Tuesday “a
red flag to the GOP” and blasted Trump’s refusal to engage with the other party.
“He has zero ability to work across the aisle,” he added. “He needs to face
reality and learn how to talk to Democrats he can reason with.”
Other House Republicans more quietly aired frustration with Trump’s approach to
the record 37-day shutdown, which headed into the end of the congressional
workweek with no clear end in sight.
Many are privately signaling they’re prepared to break with Trump if he doesn’t
allow Republicans to negotiate on an extension of the Obamacare insurance
subsidies Democrats are demanding. Others blamed the president and his top
budget aide, Russ Vought, for favoring hardball moves such as canceling
blue-state transportation projects and firing federal employees that only served
to cause Democrats to dig in further.
One irate senior House Republican granted anonymity to speak candidly blamed
Trump and Vought for spurring the shutdown with their unprecedented move to
unilaterally rescind congressional funding over the summer through a so-called
pocket rescission.
“That decision is why we’re in this mess,” the Republican said.
Democrats who on Wednesday finally found a bounce in their step after a year of
infighting said it was no secret why Republicans were finally standing up to
Trump over the filibuster after folding so many times before.
“Last night’s results look like a recipe for them to lose the House and the
Senate next fall,” said Sen. Chris Murphy (D-Conn.). “And they’re going to hand
us a 50-vote majority gift-wrapped when we show up Day 1?”
Trump on Wednesday night moved to buck up his faithful. “OUR MOVEMENT IS FAR
FROM OVER — IN FACT, OUR FIGHT HAS ONLY JUST BEGUN!” he wrote in a Truth Social
post with an upbeat video.
That followed a day on defense, where GOP leaders conspicuously split with Trump
on the reasons for the stunning Republican losses.
Both Speaker Mike Johnson and Senate Majority Leader John Thune played down the
Democratic victories, casting them as expected losses in blue states — never
mind that the margins in New Jersey and Virginia far outstripped expectations
and that Democrats also won big in Georgia, Mississippi and Pennsylvania.
Trump, on the other hand, told senators at the breakfast that the shutdown
played a “big role” in the GOP losses. Asked about that assessment, Johnson
replied, “I don’t think the loss last night was any reflection about Republicans
at all.”
What GOP lawmakers do know is that there is a dramatic difference in their
party’s performance in elections where Trump appears on the ballot versus the
midterm and off-year contests where he’s not — no matter how many rallies he
does or endorsements he doles out.
They also know, third-term musings of questionable constitutionality aside,
Trump will never run for office again — which had many acknowledging that, if
not fully reckoning with, the fact it might not be a great idea to hew so
closely to Trump’s agenda.
“Trump drives turnout, and if he’s not on the ballot, the turnout is way down,”
Sen. John Cornyn (R-Texas) said.
Cornyn questioned whether the Tuesday elections “prove very much” and was one of
the few GOP senators who said Wednesday he was newly open to considering changes
to the filibuster after meeting with Trump. He could be considered the exception
who proves the rule: Cornyn needs to stay in Trump’s good graces amid a fierce
primary battle for reelection next year.
Sen. Ron Johnson (R-Wis.) said voter dropoff in non-Trump years is “an issue for
Republicans” and suggested the party should consider changing the filibuster to
“do things that benefit the American public … secure the border, repair the
damage done by Obamacare, transition to a system that works, secure elections.”
But with Thune making clear the Senate’s rules aren’t changing — “I just know
where the math is on this issue,” the majority leader said — Johnson put the
focus on GOP voter behavior.
“People need to understand: If you want to keep Trump’s agenda moving forward,
you’ve got to come out in midterms,” he added.
Discussion has ramped up among senators about not only changing the filibuster
but also trying to pass a new party-line reconciliation bill under the budget
rules the GOP used to enact their megabill this summer. The suggestion came up
at the White House breakfast, according to senators.
But there are huge obstacles to going down that road. The GOP still has a
super-tight margin in the House, four senators can kill any party-line effort,
Senate rules restrict what initiatives can be passed under budget rules and
Republicans are far from united on what they would want to do with a
reconciliation bill in the first place.
James Blair, political director for Trump’s 2024 campaign and the RNC who now
serves as a deputy White House chief of staff, rejected the notion that
lawmakers will treat Trump as a lame duck in an interview for POLITICO’s “The
Conversation.”
“I don’t think Republicans are going to do that at all,” he said. “The
president, you know, sort of has his way of communicating, but the senators have
their way, and it’s a family at the end of the day.”
Some GOP senators, he added, “have long relationships, and they hope somehow the
Democrat fever will break one day. And I think the president’s view is, it’s not
breaking.”
Dasha Burns, Mia McCarthy and Hailey Fuchs contributed to this report.
Elisabeth Braw is a senior fellow at the Atlantic Council, the author of the
award-winning “Goodbye Globalization” and a regular columnist for POLITICO.
Over the past two years, state-linked Russian hackers have repeatedly attacked
Liverpool City Council — and it’s not because the Kremlin harbors a particular
dislike toward the port city in northern England.
Rather, these attacks are part of a strategy to hit cities, governments and
businesses with large financial losses, and they strike far beyond cyberspace.
In the Gulf of Finland, for example, the damage caused to undersea cables by the
Eagle S shadow vessel in December incurred costs adding up to tens of millions
of euros — and that’s just one incident.
Russia has attacked shopping malls, airports, logistics companies and airlines,
and these disruptions have all had one thing in common: They have a great cost
to the targeted companies and their insurers.
One can’t help but feel sorry for Liverpool City Council. In addition to looking
after the city’s half-million or so residents, it also has to keep fighting
Russia’s cyber gangs who, according to a recent report, have been attacking
ceaselessly: “We have experienced many attacks from this group and their allies
using their Distributed Botnet over the last two years,” the report noted,
referring to the hacktivist group NoName057(16), which has been linked to the
Russian state.
“[Denial of Service attacks] for monetary or political reasons is a widespread
risk for any company with a web presence or that relies on internet-based
systems.”
Indeed. Over the past decades, state-linked Russian hackers have targeted all
manner of European municipalities, government agencies and businesses. This
includes the 2017 NotPetya attack, which brought down “four hospitals in Kiev
alone, six power companies, two airports, more than 22 Ukrainian banks, ATMs and
card payment systems in retailers and transport, and practically every federal
agency,” as well as a string of multinationals, causing staggering losses of
around $10 billion.
More recently, Russia has taken to targeting organizations and businesses in
other ways as well. There have been arson attacks, including one involving
Poland’s largest shopping mall that Prime Minister Donald Tusk subsequently said
was definitively “ordered by Russian special services.” There have been parcel
bombs delivered to DHL; fast-growing drone activity reported around European
defense manufacturing facilities; and a string of suspicious incidents damaging
or severing undersea cables and even a pipeline.
The costly list goes on: Due to drone incursions into restricted airspace,
Danish and German airports have been forced to temporarily close, diverting or
cancelling dozens of flights. Russia’s GPS jamming and spoofing are affecting a
large percentage of commercial flights all around the Baltic Sea. In the Red
Sea, Houthi attacks are causing most ships owned by or flagged in Western
countries to redirect along the much longer Cape of Good Hope route, which adds
costs. The Houthis are not Russia, but Russia (and China) could easily aid
Western efforts to stop these attacks — yet they don’t. They simply enjoy the
enormous privilege of having their vessels sail through unassailed.
The organizations and companies hit by Russia have so far managed to avert
calamitous harm. But these attacks are so dangerous and reckless that people
will, sooner or later, lose their lives.
There have been arson attacks, including one involving Poland’s largest shopping
mall that Prime Minister Donald Tusk subsequently said was definitively “ordered
by Russian special services.” | Aleksander Kalka/Getty Images
What’s more, their targets will continue losing a lot of money. The repairs of a
subsea data cable alone typically costs up to a couple million euros. The owners
of EstLink 2 — the undersea power cable hit by the Eagle S— incurred losses of
nearly €60 million. Closing an airport for several hours is also incredibly
expensive, as is cancelling or diverting flights.
To be sure, most companies have insurance to cover them against cyber attacks or
similar harm, but insurance is only viable if the harm is occasional. If it
becomes systematic, underwriters can no longer afford to take on the risk — or
they have to significantly increase their premiums. And there’s the kicker: An
interested actor can make disruption systematic.
That is, in fact, what Russia is doing. It is draining our resources, making it
increasingly costly to be a business based in a Western country, or even a city
council or government authority, for that matter.
This is terrifying — and not just for the companies that may be hit. But while
Russia appears far beyond the reach of any possible efforts to convince it to
listen to its better angels, we can still put up a steely front. The armed
forces put up the literal steel, of course, but businesses and civilian
organizations can practice and prepare for any attacks that Russia, or other
hostile countries, could decide to launch against them.
Such preparation would limit the possible harm such attacks can lead to. It begs
the question, if an attack causes minimal disruption, then what’s the point of
instigating it in the first place?
That’s why government-led gray-zone exercises that involve the private sector
are so important. I’ve been proposing them for several years now, and for every
month that passes, they become even more essential.
Like the military, we shouldn’t just conduct these exercises — we should tell
the whole world we’re doing so too. Demonstrating we’re ready could help
dissuade sinister actors who believe they can empty our coffers. And it has a
side benefit too: It helps companies show their customers and investors that
they can, indeed, weather whatever Russia may dream up.