BERLIN — Chancellor Friedrich Merz is mounting an unusually assertive effort to project German leadership at the heart of the EU, positioning himself as the defender not only of Ukraine but, by his own account, of Europe as a whole. This represents a stark shift in Germany’s approach to world affairs. Merz’s predecessors, Olaf Scholz and Angela Merkel, were reluctant to put the country in such an outspoken lead role internationally or within the EU. Rather, Germany tended to hang back and avoid undue risk. Germans even coined a slang verb — “to Merkel,” or Merkeln — to connote dithering. Merz has taken a far more active stance inside the EU — assuming a role more traditionally played by France’s now weakened President Emmanuel Macron. He has placed himself as Europe’s most visible advocate of a risk-laden EU plan to replenish Ukraine’s war chest with a €210 billion loan backed by Russian frozen assets. Earlier this month he visited Belgium’s prime minister, Bart De Wever, who has rejected the plan, along with European Commission President Ursula von der Leyen in an effort to convince the Belgian to drop his opposition. “When it comes to managing European issues, Merz is truly the polar opposite of Merkel,” an Italian diplomat said of that effort. Outside of EU affairs, the Trump administration’s wavering on military aid for Ukraine and the erosion of the transatlantic alliance have compelled Merz to push Germany beyond long familiar limits when it comes to foreign policy. Given this seismic realignment, Merz has repeatedly vowed that Germany will play a “leading role” internationally. “Ukraine’s fate is the fate of all of Europe,” Merz said on Monday alongside Ukrainian President Volodymyr Zelenskyy. “And in this respect, it is a key task, and I have taken it upon myself to closely support Ukraine in the negotiations that are currently taking place here in Berlin.” IS EUROPE CAPABLE OF ‘STANDING TOGETHER?’ Merz’s attempt to make good on the promise to lead has been on full display this week. While praising Donald Trump for pressing for a peace deal, the chancellor has in many ways set himself in direct opposition to the U.S. president, working to ensure that Washington doesn’t impose an unfavorable deal. The Trump administration has also opposed the EU proposal on Russia’s frozen reserves, hoping instead to turn a profit on those assets as part of a potential peace agreement. “Washington is now exerting tremendous pressure here, which is why it is also a question of asserting ourselves against Washington,” Norbert Röttgen, a senior German lawmaker belonging to Merz’s conservatives, told POLITICO.  Ahead of a key meeting of European leaders on Thursday, Merz is depicting the looming decision on whether to leverage frozen Russian central bank assets in the EU as a test of whether Europe can still stand up for itself. “Let us not deceive ourselves. If we do not succeed in this, the European Union’s ability to act will be severely damaged for years, if not for a longer period,” Merz said on Monday. “And we will show the world that, at such a crucial moment in our history, we are incapable of standing together and acting to defend our own political order on this European continent.”  Friedrich Merz’s predecessors, Olaf Scholz and Angela Merkel, were reluctant to put the country in such an outspoken lead role internationally or within the EU. | Maja Hitij/Getty Images In a reflection of his government’s new assertiveness, Merz has made Berlin a nexus of diplomacy over a potential peace deal. On Sunday and Monday he hosted Ukrainian President Volodymyr Zelenskyy and U.S. special envoys Steve Witkoff and Jared Kushner. On Monday evening, many of Europe’s most powerful leaders converged over dinner in Berlin to discuss the outlines of a possible deal. “Berlin is now at the center of very important diplomatic talks and decisions,” Zelenskyy said Monday. “These talks are always complex, never easy, but they were very productive.” Merz, too, standing alongside the Ukrainian leader, appeared to play up the role Germany has assumed in recent negotiations. “We have seen great diplomatic momentum — perhaps the greatest since the start of the war,” he said. “We now have the chance for a genuine peace process for Ukraine. This seedling is still small, but the opportunity is real.” MERZ OVERSTEPS But Merz’s efforts to put Germany forward as a key EU leader on Ukraine and other matters, from defense to trade, are also replete with risk. European leaders have largely welcomed Merz’s willingness to take on a greater leadership role — particularly the chancellor’s decision, even before he took office, to unlock hundreds of billions of euros in borrowing to bolster Germany’s military. But as Europe’s biggest economy, Germany’s exercise of power within a union of 27 countries requires a delicate balancing act, and at times of late, Merz has appeared to overstep. After the Trump administration released its National Security Strategy, which depicted the EU as a transnational body that “undermines political liberty and sovereignty,” Merz condemned the document as “unacceptable.” At the same time he offered Trump a workaround that seemed to undermine the EU even more: “If you can’t get on board with Europe, then at least make Germany your partner.” Merz has tried to assert German interests in EU trade negotiations as well as on the issue of the EU’s proposed combustion engine ban, successfully watering it down. However, the greater risk for Merz lies in whether his latest efforts succeed or fail. By depicting European leaders’ looming decisions on Russian assets this week as a make-or-break moment for the EU and for Ukraine, Merz may be setting himself up for embarrassment given Belgian and Italian opposition to the plan. “It is a very active role that [Merz] is playing,” Röttgen told POLITICO. “Not because there is great competition for a leadership role, but because, in my view, Germany is currently best suited to take this initiative.” “This also has something to do with the fiscal possibilities that exist in Germany. We are by far the biggest supporter of Ukraine at the moment. But this should not take the form of national support, but rather European support. It needs to be organized, and in my view, that is a task for Merz.” Gerardo Fortuna contributed to this report from Brussels.

The U.S. is offering Ukraine security guarantees similar to those it would receive as part of NATO, American officials said Monday. The offer is the strongest and most explicit security pledge the Trump administration has put forward for Ukraine, but it comes with an implicit ultimatum: Take it now or the next iteration won’t be as generous. The proposal of so-called Article 5-like guarantees comes amid marathon talks among special envoy Steve Witkoff, President Donald Trump’s son-in-law and adviser Jared Kushner and Ukrainian and European officials in Berlin as Washington tries to pressure Kyiv into accepting terms that will end the war. Ukrainian President Volodymyr Zelenskyy and many European leaders have been reluctant to reach a deal without an explicit U.S. security guarantee, fearful that Russia, after a period of time, would attack again. This latest U.S. offer appears to be an effort to assuage those concerns but also to push Zelenskyy to act quickly. “The basis of that agreement is basically to have really, really strong guarantees, Article 5-like,” a senior U.S. official said. “Those guarantees will not be on the table forever. Those guarantees are on the table right now if there’s a conclusion that’s reached in a good way.” President Donald Trump said later Monday that he had spoken with Zelenskyy and European leaders by phone. Trump also said he had spoken to Russian President Vladimir Putin, but did not say when. “I think we’re closer now than we have been ever, and we’ll see what we can do,” Trump told reporters at the White House. Asked if the offer for security guarantees had a time limit, he said “the time limit is whenever we can get it done.” The discussions over the weekend largely focused on detailing the security guarantees that the U.S. and Europe would provide Ukraine, but they also included territory and other matters. Witkoff and Kushner were joined by Gen. Alexus Grynkewich, head of U.S. European Command as well as the top commander for NATO. The U.S. expects that Russia would accept such an arrangement in a final deal, as well as permit Ukraine to join the European Union. That could prove to be an overly optimistic assessment, given the Kremlin’s refusal to give ground in peace talks so far. And Moscow has yet to weigh in on any of the new agreements being worked out in Europe over the last few days. “We believe the Russians, in a final deal, will accept all these things which allow for a strong and free Ukraine. Russia, in a final deal, has indicated they were open to Ukraine joining the EU,” a second U.S. official said. Both officials were granted anonymity because of the sensitive nature of the negotiations. It was not clear when or how the Trump administration would bring the new details to Moscow. Russia expects the U.S. side will update it on the talks, Kremlin spokesperson Dmitry Peskov said. He added Putin “is open to peace, to a serious peace and serious decisions. He is absolutely not open to any tricks aimed at stalling for time.” The Kremlin said Monday it expected to be updated on the Berlin talks by the U.S. side. Asked whether the negotiations could be over by Christmas, Peskov said trying to predict a potential time frame for a peace deal was a “thankless task.” The second U.S. official said the Ukrainian delegation was pleasantly “surprised” by Trump’s willingness to agree to firmer security guarantees and to have them ratified by Congress so that they will endure beyond his presidency. The U.S. side also spoke highly of its European counterparts, who have been worried for months that the Trump team would force Ukraine to agree to unfavorable conditions. European officials also sounded upbeat. “The legal and material security guarantees that the U.S. has put on the table here in Berlin are remarkable,” German Chancellor Friedrich Merz told reporters during a press conference after the talks Monday. Merz, along with his counterparts from Denmark, Finland, France, Italy, the Netherlands, Norway, Poland, U.K., Sweden and the EU put out a statement welcoming “significant progress” in the U.S. effort and committing to helping Ukraine to end the war and deter Russian aggression, including through a European-led multinational force for Ukraine supported by the U.S. Over the weekend Zelenskyy conceded that Ukraine would not seek NATO membership, a condition that Russia has repeatedly sought. Trump, who skipped this week’s meetings in Berlin but has been briefed twice by Witkoff and Kushner, planned to call into a dinner Monday for attending heads of state, foreign ministers and security officials, the U.S. officials said. “He’s really pleased with where [things] are,” the first U.S. official said. Witkoff and Kushner also sought to narrow disputes between Ukraine and Russia over what territory Moscow would control in a final deal. Russia has so far insisted on controlling Ukraine’s eastern Donbas region, even parts that Moscow hasn’t captured. One of the U.S. officials said the talks focused on many of the specific territorial considerations, stating that there is a proposal in the works but yet to be finalized for Russia and Ukraine to split control of the Zaporizhzhia nuclear power plant with each country having access to half of the energy produced by the plant. But the American officials mostly avoided specifics on how they aimed to bridge other gaps on territorial disputes. They said they left Zelenskyy with “thought-provoking ideas” on how to do so. After Zelenskyy responds to the proposals, Witkoff and Kushner will discuss the matter with Russia. “We feel really good about the progress that we’ve made, including on territories,” the first official said. Next the U.S. will convene working groups, likely in Miami this weekend, where military officials will pore over maps to solve the remaining territorial issues. “We believe that we have probably solved for … 90 percent of the issues between Ukraine and Russia, but there’s some more things that have to be worked out,” the first U.S. official said. Hans Joachim Von Der Burchard in Berlin contributed to this report.

BERLIN — European leaders welcomed “significant progress” in talks on a potential peace deal on Monday after nearly four years of full-scale war in Ukraine, for the first time outlining how security guarantees could prevent Vladimir Putin from invading again.  Ukrainian President Volodymyr Zelenskyy gave an upbeat assessment of a dramatic new offer from American officials to provide NATO-style security guarantees to Ukraine. The proposals look “pretty good,” Zelenskyy said at the end of two days of talks with Donald Trump’s negotiators and German Chancellor Friedrich Merz in Berlin.  But the Ukraine president cautioned that the plans were only a “first draft,” with major questions remaining unresolved. For example, there was still no deal on what should happen to contested territory in the Donbas region of eastern Ukraine, much of which is occupied by Russian troops. And there’s no indication that Russian dictator Vladimir Putin will agree to any of it. Merz, however, welcomed what he called the “remarkable” legal and “material” security guarantees that American negotiators Steve Witkoff and Jared Kushner, Trump’s son-in-law, had proposed.  “For the first time since 2022, a ceasefire is conceivable,” Merz said at a press conference with Zelenskyy. “It is now entirely up to Russia whether a ceasefire can be achieved by Christmas.”  The emergence of an outline security guarantee marks a potentially critical step forward in the negotiations. Ukraine has consistently said it cannot consider any solution to the question of what happens to territories occupied by Russian troops until it receives a security package that would deter Putin from invading again.  Putin, meanwhile, has refused to countenance Ukraine joining NATO, and earlier this year Trump said American forces would not have a role in any peacekeeping mission.  However, recent days have seen a steady improvement in the mood among negotiators. “This is a truly far-reaching and substantial agreement, which we have not had before, namely that both Europe and the U.S. are jointly prepared — and President Zelenskyy has referred to Article 5 of the NATO Treaty — to give similar security guarantees to Ukraine,” Merz said. Article 5 is the cornerstone of the alliance’s collective defense: It states that an attack on one member will be treated as an attack on all. “In my view, this is a really big step forward. And, as I said, the American side has also committed itself politically and, in perspective, legally to do this,” Merz added. Zelenskyy also, for the first time, suggested a solution could be in sight. “Before we take any steps on the battlefield, we need to see very clearly what security guarantees are in place,” he said. “It is important that the U.S. is considering Article-5-like guarantees. There is progress there.” In a subsequent joint statement the leaders of Denmark, Finland, France, the U.K., Italy, the Netherlands, Poland and Norway joined Merz in welcoming the “significant progress” in the talks. The statement was also signed by European Commission President Ursula von der Leyen and António Costa, president of the European Council, who joined the national leaders for a dinner discussion with Zelenskyy in Berlin.  Their statement also laid out more detail on what the new peace plan might include, suggesting that “the US” had “committed” alongside European leaders to guarantee the future security of Ukraine and to foster its economic recovery. This, the leaders’ statement said, would include commitments to support Ukraine’s army to maintain a “peacetime” strength of 800,000 to be able to “deter” and “defend.”  Peace would be enforced in part by a European-led “multinational force Ukraine” made up of contributions from willing nations and “supported by the U.S.” This force would secure Ukraine’s skies, support security at sea, and build up the Ukrainian armed forces, “including through operating in Ukraine.” The statement is not clear on exactly what role the U.S. would play in supporting this force.  Separately, the U.S. would be responsible for a mechanism to monitor the ceasefire and provide early warning of any future attack. There would also be a legally binding commitment to take measures to restore peace if Russia attacks again, potentially including “armed force, intelligence and logistical assistance.” Further points in the proposal include joint efforts to reconstruct Ukraine and invest in its future prosperity, and continuing Ukraine’s pathway toward joining the EU.  On the matter of ceding territory, the European leaders said it would be for Zelenskyy to decide —if necessary by consulting the Ukrainian people.  The developments represent significant movement after weeks of stalemate. But there were suggestions from the American side that their offer may be time-limited, as the White House seeks to push the warring sides toward a peace deal by Christmas.  “The basis of that agreement is basically to have really, really strong guarantees, Article 5-like,” a senior U.S. official said. “Those guarantees will not be on the table forever. Those guarantees are on the table right now if there’s a conclusion that’s reached in a good way.” Hans von der Burchard, Victor Jack, Nicholas Vinocur and Eli Stokols contributed reporting.  

HELSINKI — Europe’s easternmost countries have a blunt message for Brussels: Russia is testing their borders, and the EU needs to start paying for the response. Leaders from eight EU states bordering Russia will use a summit in Helsinki on Tuesday to press for dedicated defense funding in the bloc’s next long-term budget, arguing that frontline security can no longer be treated as a national expense alone, according to three European government officials. “Strengthening Europe’s eastern flank must become a shared responsibility for Europe,” Estonian Prime Minister Kristen Michal said Monday. The first-of-its-kind summit, spearheaded by Finnish Premier Petteri Orpo, underscores a growing anxiety among the EU’s so-called Eastern flank countries about Russia’s increasingly brazen efforts to test their defenses and stir panic among their populations. In recent months Russia has flown fighter jets into Estonian airspace and sent dozens of drones deep into Polish and Romanian territory. Its ally Belarus has repeatedly brought Lithuanian air traffic to a standstill by allowing giant balloons to cross its borders. And last week, Moscow’s top envoy Sergey Lavrov issued a veiled threat to Finland to exit NATO.  “Russia is a threat to Europe … far into the future,” Orpo told Finnish daily Helsingin Sanomat on Saturday. “There is always a competition for resources in the EU, but [defense funding] is not something that is taken away from anyone.” Tuesday’s confab, attended by Finland, Sweden, Estonia, Latvia, Lithuania, Poland, Romania and Bulgaria, comes during a critical week for Europe. On Monday several EU leaders met with U.S. officials as they strain to hammer out a peace deal in Ukraine, just three days before all 27 EU countries reconvene for a crucial summit that will determine whether they unlock €210 billion in frozen Russian cash for Kyiv. OPEN THE VAULTS At the heart of Tuesday’s discussion will be unblocking EU money.  The frontline countries want the EU to “propose new financial possibilities for border countries and solidarity-based financial tools,” said one of the government officials. As part of its 2028-2034 budget proposal, the European Commission plans to raise its defense spending fivefold to €131 billion. Frontline countries would like some of that cash to be earmarked for the region, two of the government officials said, a message they are likely to reiterate during Thursday’s European Council summit in Brussels. “Strengthening Europe’s eastern flank must become a shared responsibility for Europe,” Estonian Prime Minister Kristen Michal said. | Hendrik Schmidt/Getty Images In the meantime, the EU should consider new financial instruments similar to the bloc’s €150 billion loans-for-weapons program, called the Security Action For Europe, the same two officials said. European Commission chief Ursula von der Leyen told POLITICO last week she had received calls to set up a “second SAFE” after the first iteration was oversubscribed. The frontline countries also want to throw their political weight behind two upcoming EU projects to buttress the bloc’s anti-drone and broader defenses, the two officials said. EU leaders refused to formally endorse the Eastern Flank Watch and European Drone Defense Initiative at a summit in October amid opposition by countries like Hungary, France and Germany, who saw them as overreach by Brussels on defense, two EU diplomats said at the time. A request to reserve part of the EU budget for a specific region may also face opposition from other countries. To get around this, Eastern flank countries should link defense “infrastructure improvements to overall [EU] economic development,” said Jamie Shea, a senior defense fellow at the Friends of Europe think tank and a former NATO spokesperson. Frontline capitals should also look at “opening up [those infrastructure projects] for competitive bidding” to firms outside the region, he added. DIFFERENT REGION, DIFFERENT VIEW Cash won’t be the only divisive issue in the shadows of Tuesday’s gathering. In recent weeks Donald Trump’s administration has repeatedly rebuked Europe, with the U.S. president branding the continent’s leaders “weak” in an interview with POLITICO. Countries like Germany and Denmark have responded to growing U.S. admonishments by directly rebutting recent criticisms and formally branding Washington a “security risk”.  But that approach has rankled frontline countries, conscious of jeopardizing Washington’s commitment to NATO’s collective defense pledge, which they see as a last line of protection against Moscow. This view also reflects a growing worry inside NATO that a peace deal in Ukraine will give Moscow more bandwidth to rearm and redirect its efforts toward frontline countries. “If the war stops in Ukraine … [Russia’s] desire is to keep its soldiers busy,” said one senior NATO diplomat, arguing those troops are likely to be “relocated in our direction.” “Europe should take over [its own] defenses,” the diplomat added. But until the continent becomes militarily independent, “we shouldn’t talk like this” about the U.S., they argued. “It’s really dangerous [and] it’s stupid.” Jacopo Barigazzi contributed to this report from Brussels.

KYIV — In another deep-strike attack against Russia, Ukraine blew up a Russian submarine docked in a secure naval base, Ukrainian counterintelligence agency Security Service of Ukraine (SBU) said Monday. The SBU said it critically damaged the Class 636.3 submarine “Varshavyanka” (NATO reporting name: Kilo) in its home base at the port of Novorossiysk on the Black Sea. “Ukraine’s underwater drone Sub Sea Baby attacked a Russian submarine. The explosion critically damaged the submarine and effectively disabled it. The submarine was carrying four Kalibr cruise missile launchers, which Russia uses to strike at the territory of Ukraine,” the SBU’s press service said, providing video of the blast as evidence. POLITICO could not independently verify the video. The Russian ministry of defense so far has not issued any statements about the attack on Novorossiysk, but Russian military bloggers claim the damage was insignificant as the drone hit a nearby pier, nevertheless stating that such a close call attack is a wake-up call. The attack, if it was as destructive as the SBU claims, will be financially costly for the Russian military. “The cost of a Varshavyanka-class submarine is about $400 million. Given the international sanctions imposed, the construction of a similar submarine could currently cost up to $500 million,” the SBU’s press service said. It’s not known if any personnel were harmed. The attack on Novorossiysk has become the latest in Ukraine’s deep-strike campaign inside Russia against military and energy targets, now happening every day. Earlier today, the SBU hit Russia’s oil rigs in the Caspian Sea for the third time, days after Ukraine’s drones hit Russia’s oil refineries and several cargo ships of the Russian shadow fleet. “While diplomatic processes and negotiations are underway that could bring the end of the war closer, we must not forget that Russian strikes continue every day. [Vladimir] Putin is using the brutality of the strikes as leverage in negotiations,” Ukrainian President Volodymyr Zelenskyy said in a statement at the German-Ukrainian economic forum on Monday. “Our ability to recover from strikes, our ability to produce weapons and strike back, our ability to shoot down Russian missiles and drones — are our leverage in negotiations,” Zelenskyy added, urging partners to keep supporting Ukraine’s ability to resist Russian invasion.

BERLIN — U.S. envoys in Berlin signaled they are ready to give Ukraine security guarantees for a future peace deal that correspond to the same levels of protection as Article 5 in the NATO alliance, President Volodymyr Zelenskyy said on Monday. “We have now heard from the U.S. side that they are ready to give us security guarantees that correspond to Article 5,” Zelenskyy said in the chancellery in Berlin.

LONDON — On the face of it, the new MI6 chief’s first speech featured many of the same villains and heroes as those of her predecessors. But in her first public outing Monday, Blaise Metreweli, the first female head of the U.K.’s foreign intelligence service, sent a strong signal that she intends to put her own stamp on the role – as she highlighted a wave of inter-connected threats to western democracies. Speaking at MI6’s HQ in London, Metreweli, who took over from Richard Moore in October, highlighted a confluence of geo-political and technological disruptions, warning “the frontline is everywhere” and adding “we are now operating in a space between peace and war.” In a speech shot through with references to a shifting transatlantic order and the growth of disinformation, Metreweli made noticeably scant  reference to the historically close relationship with the U.S. in intelligence gathering — the mainstay of the U.K.’s intelligence compact for decades. Instead, she highlighted that a “new bloc and identities are forming and alliances reshaping.” That will be widely seen to reflect an official acknowledgement that the second Donald Trump administration has necessitated a shift in the security services towards cultivating more multilateral relationships. By comparison with a lengthy passage on the seriousness of the Russia threat to Britain, China got away only with a light mention of its cyber attack tendencies towards the U.K. — and was referred to more flatteringly as “a country where a central transformation  is  taking place this century.” Westminster hawks will note that Metreweli — who grew up in Hong Kong and  so knows the Chinese system close-up — walked gingerly around the risk of conflict in the  South China Sea and Beijing’s espionage activities targeting British politicians – and even its royals. In a carefully-placed line, she reflected that she was  “going to break with tradition and won’t give you a global threat tour.” Moore, her predecessor, was known for that approach, which delighted those who enjoyed a plain-speaking MI6 boss giving pithy analysis of global tensions and their fallout, but frustrated some in the Foreign Office who believed the affable Moore could be too unguarded in his comments on geo-politics. The implicit suggestion from the new chief was that China needs to be handled differently to the forthright engagement with “aggressive, expansionist and revisionist” Russia. The reasons may well lie in the aftermath of a bruising argument within Whitehall about how to handle the recent case of two Britons who were arrested for spying for China, and with a growth-boosting visit to Beijing by the prime minister scheduled for 2026. Sources in the service suggest the aim of the China strategy is to avoid confrontation, the better to further intelligence-gathering and have a more productive economic relationship with Beijing. More hardline interpreters of the Secret Intelligence Service will raise eyebrows at her suggestion that the “convening power” of the service would enable it to “ defuse tensions.” But there was no doubt about Metreweli’s deep concern at the impacts of social-media disinformation and distortion, in a framing which seemed just as worried about U.S. tech titans as conventional state-run threats:  “We are being contested from battlefield to boardroom — and even our brains — as disinformation manipulates our understanding of each other.” Declaring that “some  algorithms become as powerful as states,” seemed to tilt at outfits like Elon Musk’s X and Mark Zuckerberg’s Meta-owned Facebook. Metreweli warned that “hyper personalized tools could become a new vector for conflict and control,” pushing their effects on societies and individuals  in “minutes not months – my service must operate in this new context too.” The new boss used the possessive pronoun, talking about “my service” in her speech several times – another sign that she intends to put a distinctive mark of the job, now that she has, at the age of just 48,  inherited the famous green-ink pen in which the head of the service signs correspondence.  Metreweli is experienced operator in war zones including Iraq who spent a secondment with MI5, the domestic intelligence service, and won the job in large part because of her experience in the top job via MI6’s science and technology “Q”  Branch. She clearly wants to expedite changes in the service – saying agents must be as fluent in computer coding as foreign languages. She is also expected to try and address a tendency in the service to harvest information, without a clear focus on the action that should follow – the product of a glut of intelligence gathered via digital means and AI. She  was keen to stress that the human factor is at the heart of it all — an attempt at reassurance for spies and analysts wondering if they might be replaced by AI agents as the job of gathering intelligence in the era of facial recognition and biometrics gets harder.  Armed with a steely gaze Metreweli speaks fluent human, occasionally with a small smile. She is also the first incumbent of the job to wear a very large costume jewelry beetle brooch on her sombre navy attire. No small amount of attention in Moscow and Beijing could go into decoding that.

LONDON — Keir Starmer was forced to defend his record on defense spending as a major plank of his government’s plan for the sector was pushed into the new year.  Military chiefs and defense industry bosses have for months been anticipating the publication of a defense investment plan (DIP), which will allocate hard cash to support the implementation of the U.K.’s Strategic Defense Review (SDR). Defense firms have complained that, without clear expectations set out by the government, they are unable to make key business decisions and risk losing skilled workers.  But the Ministry of Defence is currently locked in a standoff with the Treasury, as military chiefs argue they will not be able to deliver the necessary capabilities within the existing budget.  The DIP was originally scheduled to land in the fall, but speaking in the House of Commons Monday, U.K. Defence Secretary John Healey suggested the DIP will now be delayed to 2026, as previously suggested to POLITICO.  Parliament breaks for the Christmas recess this week and will not return until January 5, 2026. “We’re working flat out until the end of this year to finalize the defence investment plan,” he said. At the same time, Starmer faced questions from a committee of senior MPs on the U.K. parliament’s liaison committee. Tan Dhesi, Labour chair of the defense committee, told the PM the continued delay to the DIP “really is taking the biscuit.” ”Anybody and everybody, including the NATO secretary general, is saying that we need to prepare given the increased propensity and intensity of attacks,” Dhesi said. Starmer responded: “We’re working hard with the defense investment plan, and we will publish as soon as it’s ready.” The prime minister noted it “involves very significant and important decisions that we need to make sure we get absolutely right.” He also highlighted what he called “quite a big measure in the budget” in the form of his decision to increase defense spending to 2.6 percent of GDP in 2027.

LONDON — The U.K.’s top military brass are not pulling their punches with a flurry of interventions in recent weeks, warning just how stark the threat from Russia is for Europe, well beyond Ukraine’s borders. British military chiefs have been hammering home just what is at stake as European leaders gather in Berlin for the latest round of talks, hoping to break the stalemate in peace negotiations between Russia and Ukraine. They have also been speaking out as the Ministry of Defence and U.K. Treasury hammer out the details of a landmark investment plan for defense. Here are 5 of the most striking warnings about the threats from Russia. 1. RUSSIA’S ‘EXPORT OF CHAOS’ WILL CONTINUE Intelligence chief Blaise Metreweli called out the acute threat posed by an “aggressive, expansionist, and revisionist” Russia in a speech on Monday.   “The export of chaos is a feature not a bug in the Russian approach to international engagement; and we should be ready for this to continue until Putin is forced to change his calculus,” the new boss of MI6 said.  That warning also comes with some fighting talk. “Putin should be in no doubt, our support is enduring. The pressure we apply on Ukraine’s behalf will be sustained,” Metreweli added. 2. BRITAIN WON’T RULE THE WAVES WITHOUT WORKING FOR IT Navy boss Gwyn Jenkins used a conference in London last week to draw attention to the rising threat of underwater attack. “The advantage that we have enjoyed in the Atlantic since the end of the Cold War, the Second World War, is at risk. We are holding on, but not by much,” Britain’s top sea lord said. In what appeared to be a message to spendthrift ministers, he warned: “There is no room for complacency. Our would-be opponents are investing billions. We have to step up or we will lose that advantage. We cannot let that happen.” 3. SPY GAMES EVERYWHERE U.K. Defense Secretary John Healey called reporters to Downing Street last month to condemn the “deeply dangerous” entry of the Russian spy ship — the Yantar — into U.K. waters.  Britain deployed a Royal Navy frigate and Royal Air Force P8 planes to monitor and track the vessel, Healey said. After detailing the incursion, the U.K. Cabinet minister described it as a “stark reminder” of the “new era of threat.”  “Our world is changing. It is less predictable, more dangerous,” he said.   4. NO WAY OUT Healey’s deputy, Al Carns, followed up with his own warning last week that Europe must be prepared for war on its doorstep.   Europe is not facing “wars of choice” anymore, but “wars of necessity” which will come with a high human cost, Carns said, citing Russia’s invasion of Ukraine as an example. He was speaking at the launch of the U.K.’s new British Military Intelligence Service, which will bring together units from the Royal Navy, British Army and Royal Air Force in a bid to speed up information sharing. 5. EVERYONE’S GOT TO BE READY TO STEP UP U.K. Chief of Defence Staff Richard Knighton is set to call on Monday for the “whole nation” to step up as the Russian threat to NATO intensifies. “The war in Ukraine shows Putin’s willingness to target neighboring states, including their civilian populations, potentially with such novel and destructive weapons, threatens the whole of NATO, including the UK,” Knighton is due to say at the defense think tank RUSI on Monday evening, according to prepared remarks. “The situation is more dangerous than I have known during my career and the response requires more than simply strengthening our armed forces. A new era for defense doesn’t just mean our military and government stepping up — as we are — it means our whole nation stepping up,” he’ll also note.

Europe’s chemical industry has reached a breaking point. The warning lights are no longer blinking — they are blazing. Unless Europe changes course immediately, we risk watching an entire industrial backbone, with the countless jobs it supports, slowly hollow out before our eyes. Consider the energy situation: this year European gas prices have stood at 2.9 times higher than in the United States. What began as a temporary shock is now a structural disadvantage. High energy costs are becoming Europe’s new normal, with no sign of relief. This is not sustainable for an energy-intensive sector that competes globally every day. Without effective infrastructure and targeted energy-cost relief — including direct support, tax credits and compensation for indirect costs from the EU Emissions Trading System (ETS) — we are effectively asking European companies and their workers to compete with their hands tied behind their backs. > Unless Europe changes course immediately, we risk watching an entire > industrial backbone, with the countless jobs it supports, slowly hollow out > before our eyes. The impact is already visible. This year, EU27 chemical production fell by a further 2.5 percent, and the sector is now operating 9.5 percent below pre-crisis capacity. These are not just numbers, they are factories scaling down, investments postponed and skilled workers leaving sites. This is what industrial decline looks like in real time. We are losing track of the number of closures and job losses across Europe, and this is accelerating at an alarming pace. And the world is not standing still. In the first eight months of 2025, EU27 chemicals exports dropped by €3.5 billion, while imports rose by €3.2 billion. The volume trends mirror this: exports are down, imports are up. Our trade surplus shrank to €25 billion, losing €6.6 billion in just one year. Meanwhile, global distortions are intensifying. Imports, especially from China, continue to increase, and new tariff policies from the United States are likely to divert even more products toward Europe, while making EU exports less competitive. Yet again, in 2025, most EU trade defense cases involved chemical products. In this challenging environment, EU trade policy needs to step up: we need fast, decisive action against unfair practices to protect European production against international trade distortions. And we need more free trade agreements to access growth market and secure input materials. “Open but not naïve” must become more than a slogan. It must shape policy. > Our producers comply with the strictest safety and environmental standards in > the world. Yet resource-constrained authorities cannot ensure that imported > products meet those same standards. Europe is also struggling to enforce its own rules at the borders and online. Our producers comply with the strictest safety and environmental standards in the world. Yet resource-constrained authorities cannot ensure that imported products meet those same standards. This weak enforcement undermines competitiveness and safety, while allowing products that would fail EU scrutiny to enter the single market unchecked. If Europe wants global leadership on climate, biodiversity and international chemicals management, credibility starts at home. Regulatory uncertainty adds to the pressure. The Chemical Industry Action Plan recognizes what industry has long stressed: clarity, coherence and predictability are essential for investment. Clear, harmonized rules are not a luxury — they are prerequisites for maintaining any industrial presence in Europe. This is where REACH must be seen for what it is: the world’s most comprehensive piece of legislation governing chemicals. Yet the real issues lie in implementation. We therefore call on policymakers to focus on smarter, more efficient implementation without reopening the legal text. Industry is facing too many headwinds already. Simplification can be achieved without weakening standards, but this requires a clear political choice. We call on European policymakers to restore the investment and profitability of our industry for Europe. Only then will the transition to climate neutrality, circularity, and safe and sustainable chemicals be possible, while keeping our industrial base in Europe. > Our industry is an enabler of the transition to a climate-neutral and circular > future, but we need support for technologies that will define that future. In this context, the ETS must urgently evolve. With enabling conditions still missing, like a market for low-carbon products, energy and carbon infrastructures, access to cost-competitive low-carbon energy sources, ETS costs risk incentivizing closures rather than investment in decarbonization. This may reduce emissions inside the EU, but it does not decarbonize European consumption because production shifts abroad. This is what is known as carbon leakage, and this is not how EU climate policy intends to reach climate neutrality. The system needs urgent repair to avoid serious consequences for Europe’s industrial fabric and strategic autonomy, with no climate benefit. These shortcomings must be addressed well before 2030, including a way to neutralize ETS costs while industry works toward decarbonization. Our industry is an enabler of the transition to a climate-neutral and circular future, but we need support for technologies that will define that future. Europe must ensure that chemical recycling, carbon capture and utilization, and bio-based feedstocks are not only invented here, but also fully scaled here. Complex permitting, fragmented rules and insufficient funding are slowing us down while other regions race ahead. Decarbonization cannot be built on imported technology — it must be built on a strong EU industrial presence. Critically, we must stimulate markets for sustainable products that come with an unavoidable ‘green premium’. If Europe wants low-carbon and circular materials, then fiscal, financial and regulatory policy recipes must support their uptake — with minimum recycled or bio-based content, new value chain mobilizing schemes and the right dose of ‘European preference’. If we create these markets but fail to ensure that European producers capture a fair share, we will simply create new opportunities for imports rather than European jobs. > If Europe wants a strong, innovative resilient chemical industry in 2030 and > beyond, the decisions must be made today. The window is closing fast. The Critical Chemicals Alliance offers a path forward. Its primary goal will be to tackle key issues facing the chemical sector, such as risks of closures and trade challenges, and to support modernization and investments in critical productions. It will ultimately enable the chemical industry to remain resilient in the face of geopolitical threats, reinforcing Europe’s strategic autonomy. But let us be honest: time is no longer on our side. Europe’s chemical industry is the foundation of countless supply chains — from clean energy to semiconductors, from health to mobility. If we allow this foundation to erode, every other strategic ambition becomes more fragile. If you weren’t already alarmed — you should be. This is a wake-up call. Not for tomorrow, for now. Energy support, enforceable rules, smart regulation, strategic trade policies and demand-driven sustainability are not optional. They are the conditions for survival. If Europe wants a strong, innovative resilient chemical industry in 2030 and beyond, the decisions must be made today. The window is closing fast. -------------------------------------------------------------------------------- Disclaimer POLITICAL ADVERTISEMENT * The sponsor is CEFIC- The European Chemical Industry Council  * The ultimate controlling entity is CEFIC- The European Chemical Industry Council  More information here.