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France pushes for Russian nuclear partnership in Germany despite security concerns

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A Russian state-owned company is set to become involved in nuclear fuel production within the heart of the European Union as part of a controversial French proposal currently awaiting approval from German officials.

The French-Russian joint venture, slated to manufacture nuclear fuel rods and assemblies in Lingen in northwestern Germany, is being pitched as a key component of EU energy security at a time when nuclear power is viewed as indispensable for transitioning away from fossil fuels.

However, this initiative coincides with the EU’s broader push to ban all energy imports from Russia. The proposal has sparked concern within regional and federal governments regarding the risks of espionage and other security threats.

German officials are expected to decide whether to approve the plans within the next few weeks.

The facility would be operated by Framatome, a subsidiary of the French state energy company EDF, utilizing Russian components supplied by TVEL, a division of the Kremlin-controlled nuclear giant Rosatom.

TVEL will not be directly involved in the facility’s operations but will supply the Russian-made components essential for the production of the nuclear fuel.

The Russian-designed fuel is currently utilized in 19 Soviet-era nuclear reactors across five EU nations in Eastern and Northern Europe, as well as in 15 reactors in Ukraine.

Framatome is lobbying intensely for German officials to approve the project, mobilizing the full weight of the French government—right up to President Emmanuel Macron—and arguing that what is good business for the company is also good for Europe.

Nevertheless, saying yes is politically difficult for Germany. Officials in Berlin are concerned about security risks and Russian espionage, with some warning against allowing a Russian firm to establish a foothold in the country.

German regional authorities must also approve the plan, and they are not particularly enthusiastic. Lower Saxony Environment Minister Christian Meyer is notably skeptical; his department holds the final authority for the Lingen project.

“Germany once allowed Gazprom access to critical energy infrastructure at the Rehden gas storage facility and became vulnerable to blackmail when Putin turned off the gas tap during the crisis,” Meyer told POLITICO.

Meyer warned that they risk repeating a similar mistake if they grant Rosatom access to sensitive nuclear technology for fuel element production in Lingen.

The project is currently under review by Germany’s environment ministry and national security agencies. POLITICO has examined how Framatome is quietly applying pressure behind the scenes to secure a decision from Berlin, even as the German government seeks to reach a legally watertight conclusion.

The collaboration between Framatome and Rosatom is not new. In 2021, the two companies signed a long-term partnership agreement for nuclear fuel production. They also established a joint venture in France, in which Framatome holds a 75% stake and Rosatom’s subsidiary TVEL holds 25%.

In March 2022, just weeks after the war began, Advanced Nuclear Fuels—a wholly-owned subsidiary of Framatome—applied to the Lower Saxony environment ministry for an atomic regulatory license to manufacture Russian-designed nuclear fuel assemblies in Lingen.

The company has spent more than three years working toward the goal of producing hexagonal fuel in Lingen using Rosatom’s technology and components. The company argues that this move will ultimately reduce dependency on Russia.

The French nuclear company’s project will ultimately lead to a “100% sovereign, genuine European solution.” Lionel Gaiffe, senior executive vice president at Framatome, told POLITICO, “Only Framatome can do this.”

“I am not saying it is perfect,” the executive added, but he argued that the project would enable Europe to reduce its reliance on Russian nuclear fuel “very quickly.”

The French firm’s project consists of two phases. Through the joint venture, it aims to reproduce the Russian design at its factories in Lingen and Romans-sur-Isère, France, using Russian-made components.

The Lingen factory will produce fuel for four VVER 1000 reactors located in Bulgaria and Czechia, while the French factory will supply fuel for 15 VVER 440 reactors in Finland, Czechia, Slovakia, and Hungary.

In parallel, Framatome is working to develop its own in-house design and guarantees that the teams working on these two projects are “completely separate.”

Framatome insists that no Russian engineers have set foot in the Lingen facility and that contacts with representatives of the Russian firm have been limited since the start of the war in Ukraine.

“We can have discussions between Russia and France, make contact, and sometimes meet and argue. Everything we do is, by definition, done in conjunction with the relevant administrations and supervisory authorities. There is no doubt about that,” said Gaiffe.

On the other hand, an expert report commissioned by the German federal government in 2023 cast doubt on this explanation. The report warned that cooperation with Rosatom at the Lingen facility could pose serious threats to national and external security.

These threats include direct interference in the facility’s operations, influence over security-related decisions, intelligence gathering on internal processes, and risks of industrial espionage.

Referencing the report written by German academic Gerhard Roller, the Lower Saxony ministry requested classified assessments from federal ministries and agencies in 2024 during Chancellor Olaf Scholz’s tenure, but the government collapsed before a decision could be reached.

The Lower Saxony government is awaiting updated assessments from federal agencies before deciding how to proceed in coordination with the federal environment ministry.

It remains unclear whether the federal government shares Lower Saxony Environment Minister Meyer’s critical view. According to individuals familiar with the process, there is sympathy for the project in Berlin.

Paris supports the project but is careful to remain cautious. “This is a highly sensitive subject. It is not something we want to advertise,” said a French official who requested anonymity.

Two individuals familiar with the discussions indicated that Merz and his French counterpart Macron discussed the Lingen issue once this year.

A French nuclear executive at EDF said the project could be summarized by a single question: “Should Russian fuel be replaced by French or American fuel?”

“This is a matter of a trade and economic war against the US,” the EDF executive added.

This perception is not limited to Paris. On the other side of the Atlantic, Washington’s strategic calculations are equally clear.

“The US is definitely not pleased about Russia entering Germany’s fuel element production market via Rosatom. This could backfire on Germany in the long term,” said Meyer.

Meanwhile, Framatome is lobbying German officials to influence the decision. According to Bundestag lobbying records, the company has commissioned the consultancy firm Berlin Global Advisors to lobby for the approval of the Lingen application in 2024.

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EU tech chief warns AI is becoming geopolitical weapon, urges rapid push for technological sovereignty

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The European Union’s technology chief, Henna Virkkunen, has warned that artificial intelligence is turning into a geopolitical weapon.

In an interview with the Financial Times, Virkkunen emphasized that Europe must rapidly develop its own alternatives to US models or risk being deprived of strategic capabilities.

Virkkunen said Brussels fears becoming “dependent on third countries for these highly critical technologies.”

The technology commissioner warned that governments with the power to cut off access to artificial intelligence models could use this leverage for their own interests.

The EU’s concerns regarding dependence on US technology became a reality in June, when Washington imposed export restrictions on leading models from Anthropic due to security concerns.

Although those measures were lifted following pushback from foreign governments and Silicon Valley, the incident reignited fears that the US could, through emergency decisions, cut off access to technologies that underpin the European economy.

Virkkunen stated that those who control critical technologies “not only dominate the economy” but also possess “a major strategic asset” at a geopolitical level.

The Finnish politician, who oversees technology and cybersecurity at the European Commission, continued:

“The access restriction applied to Anthropic showed us very clearly how important it is to be prepared for this kind of reality in our cybersecurity landscape. We know that in the coming months and years, even more of these highly capable AI models will enter the market. Therefore, we must be very well prepared for this.”

Virkkunen likened the situation in artificial intelligence to the decision by the previous Joe Biden administration to impose export restrictions on cutting-edge chips. That decision had divided EU member states into those granted access and those denied it.

“AI capabilities are truly strategic assets today, and that is why it is very important for us to establish our own technological sovereignty,” Virkkunen said.

Last month, Brussels presented a technological sovereignty package aimed at reducing dependence on US technology by supporting European alternatives in sectors ranging from semiconductors to cloud computing and artificial intelligence.

The plan includes incentives to accelerate the construction of European data centers and support domestic cloud and AI technologies, such as the AI company Mistral, as well as cloud providers like Scaleway or OVHcloud.

“It is very important for Europe to develop its own capacities and for us not to depend on third countries for these highly critical technologies,” Virkkunen said.

To fund these investments, the EU and the European Investment Bank will establish a new mechanism to make strategic investments in European technology companies.

Meanwhile, Brussels is continuing bilateral discussions with the US administration to ensure ongoing access to the most advanced AI models.

Leaders from the EU, France, Germany, and Italy also used the G7 summit in June as an opportunity to discuss with US President Donald Trump the possibility of establishing a “trusted partner” program to ensure continuous access to the most powerful AI models, which have the capability to detect critical cybersecurity vulnerabilities.

“We continue to work on this [proposal] at the international level,” Virkkunen said.

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Germany accelerates African energy diplomatic push to secure natural gas and green hydrogen

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German Foreign Minister Johann Wadephul has conducted high-level talks in Mauritania aimed at securing “energy imports,” signaling a continued expansion of Berlin’s diplomatic and economic outreach across Africa.

The initiative seeks to secure natural gas and green hydrogen from the African continent to compensate for structural deficits in Germany’s energy imports from Russia and the Persian Gulf, which have been severely disrupted by conflict.

According to a report by German Foreign Policy, the German minister held discussions in Mauritania on Monday focusing, among other agenda items, on future green hydrogen imports. Mauritania is currently positioning itself to become a primary hub for the green hydrogen economy in West Africa.

Following his talks in Nouakchott, Wadephul is scheduled to arrive in Nigeria today, where Berlin expects to secure deliveries of both green hydrogen and natural gas.

The diplomatic push follows meetings last week between German Chancellor Friedrich Merz and Algerian President Abdelmadjid Tebboune. Berlin is actively seeking to procure both natural gas and green hydrogen from Algeria.

However, critics have sharply condemned the strategy—which includes the construction of a major hydrogen pipeline beneath the Mediterranean Sea—labeling it a “neo-colonial project.” Detractors argue that the initiative risks exploiting the resources of the Global South at the direct expense of local economic development.

From Berlin’s perspective, these steps have become geopolitically non-negotiable. Intense systemic competition with Russia and the US-led conflict against Iran have severely threatened and disrupted Germany’s established raw material and energy supply chains.

Algeria’s strategic importance to Germany grows

Algeria is rapidly emerging as an increasingly critical natural gas supplier for Germany.

The North African nation holds the second-largest proven natural gas reserves on the continent after Nigeria, and stands as Africa’s largest exporter of natural gas.

Furthermore, Algeria is Europe’s second-largest supplier of pipeline gas, utilizing two major pipeline networks stretching north across the Mediterranean Sea: one terminating in Spain, and the other in Italy.

In addition to pipeline infrastructure, Algeria exports liquefied natural gas (LNG). In early July, the Wilhelmshaven 1 gas terminal received its maiden shipment of Algerian LNG from the state-owned energy enterprise Sonatrach, with subsequent deliveries expected to follow.

These Algerian shipments are helping Berlin reduce its heavy reliance on hydraulic fracturing (fracking) gas imported from the US. Last year, US-sourced LNG accounted for 96% of all imports arriving at German LNG terminals.

At the same time, Algeria is advancing the construction of the Trans-Saharan Gas Pipeline. This infrastructure project is designed to transport natural gas from Nigeria, through Niger, and into Algeria, where it will connect to existing Mediterranean pipelines bound for Europe.

The pipeline’s projected transit capacity is up to 30 billion cubic meters of natural gas annually.

Germany and the broader European Union are actively incentivizing natural gas imports from Africa. The strategy is designed not only to replace sanctioned Russian gas imports that are no longer available, but also to establish greater strategic independence from Middle Eastern gas supplies threatened by the conflict in Iran.

Africa’s role in the “green” transition

Over the longer term, Algeria is projected to play an even more significant role for Germany in the supply of green hydrogen—produced via renewable energy sources—which Berlin plans to deploy on a massive industrial scale as a foundational future energy source.

Berlin is currently planning multiple infrastructure projects to facilitate these green hydrogen imports. Chief among these is the “South H2” pipeline, designed to transport green hydrogen from Algeria through Tunisia and across the Mediterranean Sea into Italy, Austria, and Germany.

In Europe, the pipeline project is backed by a consortium of energy infrastructure firms, including the Italian pipeline operator Snam, Gas Connect Austria, and BayerNets.

The European Union has designated the pipeline as a “Project of Common or Mutual Interest” and has classified it as a flagship project of its “Global Gateway” infrastructure initiative, allocating corresponding EU financing.

To produce the requisite volumes of green hydrogen, Algeria plans to construct utility-scale renewable energy generation facilities.

German Chancellor Friedrich Merz discussed the project in detail last Thursday with Algerian President Abdelmadjid Tebboune during the latter’s official visit to Berlin.

Merz stated that Germany, in cooperation with Italy, plans to “advance the development of the southern hydrogen corridor” in order to “intensify hydrogen exports” to Germany.

Intra-European competition in Africa’s hydrogen economy

Foreign Minister Johann Wadephul’s current diplomatic mission to Mauritania represents a parallel effort to secure additional green hydrogen capacities.

Mauritania is actively working to transform its domestic economy into a regional hub for renewable energy-based hydrogen production.

One of the largest planned industrial developments in the country is being led by a joint venture comprising the German project developer Conjuncta, the Egyptian firm Infinity, and the United Arab Emirates-based Masdar Group.

The project represents a $34 billion investment aimed at installing 10 gigawatts of electrolysis capacity to produce green hydrogen earmarked for export to Europe.

This mega-project, known as “Infinity Power,” faces direct competition from a rival development named “Nour.” Initiated by Chariot Resources of the United Kingdom, TotalEnergies of France, and the Luxembourg-based Eren Group, the Nour project is also designed for 10 gigawatts of electrolysis capacity. However, this project is structured to prioritize Mauritania’s domestic energy requirements first, with only surplus volumes designated for export to Europe.

Prior to his arrival in Mauritania, Wadephul noted that the country “offers significant opportunities for renewable energy, particularly in the production of green hydrogen.”

While in Nouakchott, the Foreign Minister stated his intention to discuss “possibilities” for bilateral cooperation in “future technology sectors.”

Berlin seeks to reduce energy dependencies

Germany is also pursuing deeper strategic cooperation with Nigeria regarding both LNG and hydrogen. Wadephul is scheduled to arrive in Nigeria today for detailed consultations.

In November 2023, Germany and Nigeria signed a bilateral agreement under which Berlin committed to investing $500 million in renewable energy projects across the West African nation. In exchange, Germany secured commitments for LNG deliveries, with initial shipments scheduled to commence this year.

Much like the imports from Algeria, these Nigerian deliveries are intended to diversify Germany’s gas supply. They aim to further reduce Berlin’s reliance on US LNG, even as Germany phases out Russian LNG imports and navigates supply constraints from other traditional sources such as Qatar.

Furthermore, Berlin is evaluating the long-term potential of importing green hydrogen from Nigeria. In the autumn of 2023, then-Chancellor Olaf Scholz stated that Nigeria was not only “well-positioned” to supply Germany with the LNG “that we will continue to need in the coming years until the hydrogen market is fully established,” but could also become a “key actor” in Germany’s future hydrogen supply chain.

The German government has maintained an active “hydrogen partnership” with Nigeria for several years, which includes the operation of a dedicated “hydrogen office” in the country.

A “neo-colonial” project?

The planned hydrogen pipeline from Algeria to Germany has drawn sharp, systematic criticism from civil society organizations concerned about the geopolitical implications of the green energy trade.

In a joint protest declaration signed by 87 non-governmental organizations in March 2023, critics argued that hydrogen imports by Germany and other wealthy Western nations from Global South partners perpetuate an exploitative economic dynamic. They assert that the model prioritizes exporting domestic resources to wealthy Western economies at the expense of local populations.

Opponents contend that this framework “perpetuates the exploitative legacy of the past,” preventing independent development within Global South nations.

Critics also warn that the model strengthens multinational fossil fuel companies by enabling them to preserve legacy corporate structures through the construction of new pipelines and transport infrastructure.

They argue this occurs to the detriment of the Global South, where domestic economic development is systematically delayed by raw material extraction rather than the establishment of localized, high-value industrial supply chains.

Consequently, these organizations argue that the construction of the pipeline and the utilization of Global South renewable energy capacity for European consumption constitutes “a neo-colonial project.”

According to critics, this characterization applies equally to the other natural gas and hydrogen initiatives pursued by Foreign Minister Wadephul during his current African tour.

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US secures multi-billion-dollar energy and AI deals at Three Seas summit in Dubrovnik

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A struggle for influence is intensifying between the European Union and the United States in Central, Eastern and South-Eastern Europe, with the “Three Seas Initiative” (3SI) emerging as a primary arena for this geopolitical contest.

An analysis published by German Foreign Policy reveals that Western European nations and the EU are increasingly positioning renewable energy as a strategic counterweight to US liquefied natural gas (LNG) deliveries in the region.

At a 3SI summit convened in late April in the Croatian coastal city of Dubrovnik, representatives from the Trump administration met with officials from the 13 EU member states that comprise the initiative. The parties agreed on a series of new projects spanning energy supply, pipelines, artificial intelligence (AI), and digital infrastructure.

The immediate focus of these talks centred on new natural gas interconnectors for South-Eastern Europe and a massive AI project in Croatia carrying an estimated investment volume of €50 billion.

Originally established to modernise and expand infrastructure between the Baltic, Adriatic and Black Seas, the initiative has increasingly transformed into a vehicle for American power projection in Eastern and South-Eastern Europe.

Energy policy remains the critical battleground: whilst the Trump administration seeks to lock in long-term US LNG export markets, the EU is pushing to pivot the region towards renewable energy. Notably, investments targeting renewable energy systems were also approved during the Dubrovnik proceedings.

A brief history of the Three Seas Initiative

The Three Seas Initiative was launched in 2015 by Polish President Andrzej Duda and Croatian President Kolinda Grabar-Kitarović, holding its inaugural summit in Dubrovnik in August 2016. The platform comprises 13 EU member states stretching from the Baltic nations (Estonia, Latvia and Lithuania) through the Visegrád Group (Poland, Hungary, the Czech Republic and Slovakia) and Austria, down to Croatia, Romania, Bulgaria and Greece.

Albania, Montenegro, Ukraine and Moldova have subsequently associated themselves with the platform.

The initiative derives its name from its geographical objective: linking the Baltic, Adriatic and Black Seas through the territory of its member countries.

The creation of the 3SI was heavily driven by the United States. US strategists drew direct inspiration from an interwar Polish foreign policy concept formulated by Marshal Józef Piłsudski. Piłsudski’s “Intermarium” plan sought to unite Eastern European nations—spanning from the Baltic states to Yugoslavia and Romania—into a geopolitical bloc designed to act as an anti-Soviet bulwark.

In late 2014, the US think tank the Atlantic Council, collaborating with Central Europe Energy Partners (CEEP)—a lobby group representing energy companies in Poland, Lithuania and Romania—published an influential analysis. The report focused on developing a “North-South Corridor” extending from the Baltic Sea to the Adriatic and Black Seas.

The founding documents of the Three Seas Initiative explicitly reference this American strategic blueprint.

Washington has spent years utilising the 3SI to consolidate and expand its influence over the participant states. The cornerstone of this strategy is energy policy, specifically aimed at substituting imports of Russian pipeline gas with US-sourced LNG.

A North-South corridor to bypass the East-West axis

To achieve this geopolitical shift, the Three Seas Initiative seeks to expand the infrastructure of Eastern and South-Eastern Europe by adding robust north-south transport and energy links. Since 1990, infrastructural development in the region had run predominantly on an east-west axis, prioritising integration with Germany at the heart of the EU.

Constructing a north-south network will not only facilitate the distribution of US LNG imported via Adriatic and Baltic ports, but also foster a more autonomous regional infrastructure. By reducing reliance on road and rail networks terminates in Germany, the project threatens a significant dilution of Berlin’s economic and political leverage in the region.

Following the EU’s commitment to phase out Russian gas imports entirely by 2027, the strategic weight of LNG terminals and their corresponding north-south pipelines has steadily grown.

This structural dependency is visible within Germany itself. According to the Federal Ministry for Economic Affairs and Climate Action, approximately 96% of the LNG imported via German North Sea and Baltic terminals in 2025 originated from the US. This US supply accounts for 10.3% of Germany’s total gas imports.

German-American friction in South-Eastern Europe

The struggle for influence in Eastern Europe, and the decisive role of energy transit within it, was recently illustrated by a leadership crisis in Bosnia and Herzegovina surrounding the German diplomat Christian Schmidt, the international community’s High Representative.

Schmidt’s eventual resignation was precipitated by intense political maneuvering between certain Western European nations—led by Germany—and the Trump administration, which has been actively pursuing gas and raw material agreements in Bosnia and Herzegovina.

Having successfully pressured Schmidt to step down, the US proposed Italian diplomat Antonio Zanardi Landi as his successor. The nomination served to drive a wedge between EU member states, with Germany opposing Washington’s preferred candidate whilst Italy offered its support. President Trump warned that Washington would halt financial assistance to Bosnia and Herzegovina if the US plans were thwarted.

The move aligns with a new US strategy for South-Eastern Europe submitted by the Trump administration to Congress in May. The updated policy pivots away from “democracy promotion,” focusing instead on security and securing market access for American corporations.

Historically, Bosnia and Herzegovina has relied on Russian natural gas delivered via the TurkStream pipeline. Washington aims to replace this supply with US LNG imported through a terminal on the Croatian island of Krk.

The proposed infrastructure plans involve constructing a new pipeline extension into Bosnia and Herzegovina, to be built by US engineering firm Bechtel alongside AAFS Infrastructure and Energy. Schmidt had increasingly been viewed by US officials as an obstacle to these plans.

A victory for the Trump administration at the 3SI summit

In late April, Dubrovnik hosted the 10th anniversary summit of the 3SI alongside an aligned Business Forum. The event drew high-level participation, including seven presidents and prime ministers from 3SI member states, numerous cabinet ministers, and senior representatives from the Trump administration.

At the forum, the US successfully leveraged multi-billion-dollar energy and technology projects to entrench its footprint in South-Eastern Europe.

US Secretary of Energy Chris Wright declared in Dubrovnik: “The United States is ushering in a new era of cooperation for Central and Eastern Europe. This partnership is built on our mutual support for an aggressive energy expansion agenda.”

To formalise this initiative, Wright, Croatian Prime Minister Andrej Plenković and the Chairwoman of the Council of Ministers of Bosnia and Herzegovina, Borjana Krišto, signed a memorandum of understanding to launch the “Trump Peace Pipelines Framework”.

The agreement directly advances the “Southern Interconnection” project, which will link Bosnia and Herzegovina’s gas grid to the Croatian network and the Krk island LNG terminal.

At the summit, Polish Climate and Environment Minister Miłosz Motyka also emphasized the region’s commitment to expanding nuclear energy, calling it the “cornerstone of our new security architecture.”

Parallel to these energy agreements, American investors announced plans to build a massive AI and data centre hub in Croatia. The Pantheon Atlas investment group signed a memorandum of understanding with the Croatian firm Končar Group to construct an AI campus.

The total investment is projected at approximately €50 billion—a sum exceeding half of Croatia’s annual gross domestic product (GDP).

The gigawatt-scale power capacity required to run the data centre is comparable to the electricity demand of a major metropolitan area like Zagreb. To meet its current power requirements, Croatia relies heavily on natural gas, much of which is imported through the Krk LNG terminal.

Foreign policy implications of the energy transition

The Dubrovnik summit also marked the establishment of a new regional infrastructure fund. The vehicle is designed to finance joint investments in hydrogen production, cross-border transport infrastructure, renewable energy systems and electrical grid expansion, with at least €2 billion earmarked for initial projects.

By comparison, more than €4 billion was invested in natural gas infrastructure within the region between 2016 and 2025.

This gradual shift toward renewable energy introduces a distinct foreign policy dynamic. While LNG supplies are overwhelmingly dominated by imports from the US, the hardware and technology required to deploy renewable energy infrastructure do not carry the same transatlantic dependency. In the vast majority of cases, this technology is manufactured and supplied from within Europe itself.

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