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German-Russian rupture driven by Western crises, analyst Hauke Ritz says

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The escalating geopolitical friction between Germany and Russia reflects a fundamental structural departure from decades of established European diplomacy, driven by internal Western political crises and deep-seated historical fissures, according to German political scientist Dr Hauke Ritz.

Speaking on the “Strategic Compass” programme broadcast by the Harici YouTube channel, hosted by international relations scholar Professor Hasan Ünal, Dr Ritz provided an extensive critique of Berlin’s foreign policy trajectory, the economic fallout of decoupling from Eurasia, and the domestic cultural polarization between the eastern and western halves of reunited Germany.

The broadcast opened with Professor Ünal recalling previous predictions made by Dr Ritz regarding the geopolitical direction of Europe and the risk of confrontation between Berlin and Moscow. Professor Ünal noted: “Last time we were together you pointed out that with Merz coming to power, German-Russia relations would be likely to hit a point of inflection, a turning point because Merz was somebody foolishly anti-Russian in an inexplicable way. And he kept saying in his election campaign that he would be giving Ukraine long-range German-made missiles and things. And you also pointed out that with this happening, the Russians would be trespassing the Russian red line. And one way or the other, the Russians are going to respond to this and they are going to respond in a big way perhaps, regardless of whether NATO would actually get into action or not.”

Evaluating the contemporary escalation under the leadership of Friedrich Merz, Dr Ritz situated the current posture within modern German diplomatic history, tracing the origins of post-war rapprochement to the late 1960s.

“This Germany is different”

“It is true when Merz came to power, when he already was striving for the election, it became clear that he would be more anti-Russian than Chancellor Scholz and Chancellor Merkel,” Ritz said.

To contextualize this shift, Ritz underscored the long-term transformation of post-war West German political identity: “The East Germans of course had after the Second World War from the beginning good relations to Russia, naturally to the Soviet Union at that time. But in West Germany under Adenauer, a lot of Nazis were still in power. People who should serve prison time had served as secretary in the ministries and so on. But when Willy Brandt came to power in the late 1960s, German self-understanding and policy changed.”

Ritz recounted that Brandt’s historic gesture in Poland became the cornerstone of a transformed national consensus: “From there on time started also in West Germany where people, where the officials of the government started to look more critical on the Nazi time. And famous is when Willy Brandt fell on his knees in Warsaw saying basically sorry or tried to excuse his country for the crimes Nazi Germany committed in Poland. And this policy of detente was continued by Helmut Schmidt. Maybe not in the same intensity, but still continued. And it was also continued by Helmut Kohl. And Chancellor Schroeder, who lost his power in the year 2005, was the last chancellor who was standing in this tradition which was established by Willy Brandt.”

According to Ritz, those 35 years under four successive chancellors established a reliable geopolitical framework: “These four chancellors which ruled Germany for 35 years, a quite long time, established this new image of a Germany that has learned from its past, that looked critically on its Nazi heritage and tried to have good relations to the former enemy, especially to the Soviet Union and later on Russia. And Schroeder, for example, pushed forward the building of the Nord Stream pipeline which later was blown up a few years ago. Under this tradition the Russians were willing to trust Germany again. After the brutal experience of the Second World War with 27 million lost people, they said, ‘Okay, this Germany is different. This Germany reminds us of the Germany we know for centuries. We are willing to once again establish very good relations with Germany.’ And they even put our country in the first place of their foreign policy.”

Ritz noted that Moscow prioritized Berlin over other capitals: “We were the country number one to which they were referring. That is why the Nord Stream pipeline was built to Germany and not to another country. Of course, a similar pipeline was also built to Türkiye, the South Stream pipeline. But the German-Russian relations were special.”

“The foundation was laid for the later confrontation”

This traditional diplomatic path was incrementally dismantled under former Chancellor Angela Merkel, Ritz explained. Although her early posture appeared ambiguous, her governance ultimately steered Berlin away from the Brandt-Schroeder consensus.

“These very good relations established by Willy Brandt, lasting to Gerhard Schroeder, were interrupted under Angela Merkel,” Ritz stated. “It became not clear at the beginning, the first year it was an unclear course, but finally it became clear that she was committed to the United States.”

Detailing her background, Ritz observed: “Angela Merkel is from East Germany. Normally people from East Germany are excluded from political power or even from influence in universities, in any institution. But she became chancellor because she over-adapted to the West German mindset. It was a kind of over-identification. So she was the perfect East German for the West Germans. And she totally identified with the United States. When she was asked what was the most memorable experience after the fall of the Berlin Wall, she basically said the best experience was to visit the United States.”

Ritz observed that while Merkel voiced caution regarding NATO enlargement at the 2008 Bucharest summit, “only for one day, later on, she totally committed to the United States.”

“It was under her rule when the coverage of Russia in the German newspapers really became bad. A kind of information warfare started to catch up in 2007, 2008, and it intensified over the years,” Ritz noted. “Nevertheless, under her rule also the second line of the Nord Stream pipeline was built. But this was a kind of double policy. Today it appears like a kind of deception because the Russians said, ‘Okay, the German media are anti-Russian, but still they are building the second line of the Nord Stream pipeline. Maybe German economic interests will in the long run prevail.’ But basically under her rule, the foundation was laid for the later confrontation.”

Ritz pointed out that Merkel’s administration backed the February 2014 political upheaval in Kyiv, disregarding alternative diplomatic paths: “Also she supported the Maidan coup in 2014. The foreign minister at the time, Steinmeier, brokered a deal which could have prevented a coup d’etat and would have brought the Western candidate to power over a longer period of several months, so that it would still be a constitutional process within the Ukrainian constitution. Despite the fact that he and his French and Polish colleagues had brokered this deal on the 20th or 21st of February 2014, the coup happened the day after, on the 22nd of February. And Steinmeier forgot his own agreement. He did not refer to it. And so he showed that he was convenient with the coup.”

Ritz recalled Merkel’s later public admissions regarding the Minsk agreements: “Later, Merkel admitted in an interview that the Minsk 2 agreement, which was confirmed by the UN Security Council, was just to give Ukraine more time to build up. It meant to build up their army to make them stronger. So we already see that the tradition of a policy of detente and good relations to Russia was changed under Angela Merkel.”

“The Ukraine war is the most important topic of his rule”

Addressing the tenure of Olaf Scholz, Ritz stated that although Scholz possessed roots in the historic peace movement of the Social Democrats, institutional pressures dictated his choices: “When Scholz came to power, he was also in his youth committed to the peace movement. He was a Social Democrat who pushed forward this policy of detente for many decades. But nevertheless, under the pressure of the media, under the pressure of the whole environment in Germany which has become very anti-Russian, he gave up and supported Ukraine.”

Scholz, however, maintained a single red line: “The only thing he did not want to do was to send the Taurus missile to Ukraine. This is one of the most sophisticated missiles in all of the Western world and all of NATO because it can basically fly through a window. It is so exact that you can make precision strikes with it. It can avoid radar detection. It is far more sophisticated than the SCALP and the ATACMS missiles. And Scholz hesitated. He did everything for Ukraine, but this one last step he did not want to do.”

When Friedrich Merz campaigned for office, his rhetoric diverged markedly: “When Merz tried to become elected chancellor, he said already during the election campaign that he would provide the Taurus missile to Ukraine. And when he finally was in power, he did not do it. Maybe some military experts told him this could cause a world war immediately, because it could be interpreted as a decapitation strike when this missile starts to fly. So he did not send them finally to Ukraine, but he did a lot of other things. He said that Germany would now support the building of Ukrainian missiles in Ukraine. Officially it would be a Ukrainian missile, but inside would be a lot of German technology.”

Ritz emphasized the single-minded focus of Merz’s governance: “What we also realized watching Chancellor Merz over some time is that the Ukraine war is the most important topic of his rule. He is more interested in Ukraine and supporting Ukraine than supporting, for example, the German economy, improving relations to other countries like France, and so forth. He is totally committed to Ukraine. And his anti-Russian statements are quite harsh. He sometimes made comments about Russia which were so harsh that I do not want to repeat them here.”

“Russophobia is used to stabilize the political tension”

Analyzing the diplomatic confrontation between European powers and Moscow, Ritz drew attention to the broader geopolitical maneuvers involving Britain and recent alleged security incidents within Germany: “In recent times the tension between Britain and Russia became acute, and the Russians even withdrew embassy personnel from Great Britain, which could be interpreted as the kind of measure you take if war is really on the horizon. And now suddenly, after this enormous tension between Britain and Russia, the tensions between Germany and Russia are rising.”

Ritz outlined three possible interpretations behind this sudden friction: “One interpretation Putin himself has put forward is that the internal political situation of Mr Merz is so bad that he just wants to put the attention to another place to be seen as a strong man. The other interpretation would be that Germany acts this way to pull away the tension between Russia and Great Britain and put this tension on Germany itself. The third interpretation would be that the Americans have an interest in this and advocated this.”

Ritz asserted that Berlin rarely acts unilaterally: “German policy is not sovereign policy. It usually does not act alone. If Germany does something, there is a kind of understanding with other NATO allies, especially with Great Britain and the United States. I think that these rising tensions are to some extent agreed on between those countries.”

Commenting on the alleged sabotage incident at Leipzig, Ritz remarked: “The incident itself, the so-called Leipzig incident, is to some extent laughable. There was a drone that had some explosive on it. The explosive was not made in Russia; it was made in the Czech Republic. And the drone did not explode, even when some worker was kicking it with his foot. If the Russians really were behind it, the drone would have exploded and there would have been damage. It does not really look professional. Maybe it was designed not to explode, but this is speculation. For me it just looks suspicious.”

Contrasting this event with NATO operations, Ritz stated: “If you remember what Germany and other NATO states have already done in reference to Russia: France and Britain sent long-range missiles to Ukraine and supported the launch of those missiles toward the Russian hinterland, destroying factories and other important infrastructure. You could say that these actions of Britain and France were much more severe than a drone that did not explode. Germany participated to some extent in these actions. We sent a lot of weapons to Ukraine ourselves. When I visited and talked to people in Russia about the war, I heard stories that they intercepted voices of German-speaking soldiers in Ukraine itself. All those ugly memories are quite fresh in their minds.”

Ritz suggested that internal electoral dynamics in eastern Germany could explain the media amplification: “Maybe it has to do with the election that is today happening in the province of Saxony-Anhalt. Maybe this incident was promoted and blown up by the media because of this election to portray Russia as the enemy and claim we have been attacked. In Germany, for more than a year now, we have had the message in our media that we have to be ready for war with Russia in 2029 or 2030, because then Russia will attack us. The Russians understand the opposite: they understand that NATO wants to attack them because NATO wants to be ready for war at that time.”

According to Ritz, the ideological posture serves a domestic function across the West: “Russophobia has become the backbone not only for Mr Macron, Mr Merz, the British Prime Minister, and Meloni, but it has also become the backbone for the European Union, which is in a deep crisis itself, and to some extent the political system in the United States. Russophobia is used to stabilize the political tension within Western countries.”

“War between Germany and Russia was unthinkable”

Intervening in the discussion, Professor Ünal pointed out that public sentiment across Germany appears increasingly detached from the anti-Russian narrative propagated by the political establishment: “Despite the fact that there is a big difference in terms of political culture and approach to Russia between West Germany and East Germany, the German people in general do not seem to buy this Russophobia so much, because the AfD seems to be leading in the polls in a big way now. And they keep saying that they are going to make peace with Russia, buy cheap Russian energy, and restore trade after Germany lost a huge market in Russia. The two economies were interdependent. What was done at the beginning of the Ukraine war was not in favor of Germany. Since Merz came to power, the German economy has not been doing well; Germany is de-industrializing.”

Responding to Professor Ünal’s analysis, Dr Ritz explained that the cultural and historical foundations uniting Germany and Russia run much deeper than contemporary political rhetoric: “Between the time of Peter the Great to the time of Bismarck, a time frame of approximately 200 years, Russia and Germany were aligned. There was a kind of alliance. Germany at that time was not a unified state; it was a composition of several small kingdoms and aristocracies. But the Russians had relationships with the most important of them. Every Russian tsar during this time frame married a German princess. If you do this over generations, the royal family in Russia became genetically basically German, and culturally to a large extent. Catherine II was a German princess, and her husband grew up in Germany with German as his mother tongue.”

Ritz detailed the extensive societal exchanges of that era: “During these 200 years, hundreds of thousands of Germans migrated to Russia, improved their farming, brought modern technology, and helped build up the Academy of Sciences. In every Russian cabinet there was a German minister; three or four times there were German chancellors. Germans worked in the Russian army, and many became members of the aristocracy. Due to the marriage policy, Russian money supported German classicism in Weimar, where Goethe, Schiller, and many other German artists and philosophers lived. War between Germany and Russia was unthinkable. It was different with France, with whom we always had tensions. But in the east, Russia was our friend. This was also the famous policy of Otto von Bismarck, who set up the League of the Three Emperors after the unification of Germany because he did not want a two-front war.”

The historical rupture occurred with the advent of nationalist doctrines: “Then came the time of nationalism. The Russians became more nationalist with pan-Slavic ideologies, and the Germans became more nationalistic after reunification under Bismarck. During this age of nationalism the alliance broke apart. A lot of Russians thought they could replace the alliance with Germany with Britain and France. It was a bad mistake. Immediately after the First World War, French and British troops intervened in the Russian revolution. That alliance did not come from the heart.”

Ritz emphasized the profound cultural affinity: “The relations between Germany and Russia were always supported by culture. The Russians adopted a lot of German culture; till today there are several hundred German words in the Russian language. There is a natural understanding between Germans and Russians. We match each other; we immediately understand each other. It is not the same with the French. Russia and Germany are like two magnets pulled together. But there are periods when we were made enemies.”

The catastrophe of the 20th century deepened this duality: “One reason was the rise of Nazi ideology in Germany, which was directed against communism and Bolshevism. Because Russia was seen as the center of communism, the Nazis were totally focused on the Soviet Union as an enemy. Then came the Second World War. After such a war, where every family lost somebody, people process it differently. There are German families like mine who remember this war and try to find a way toward a peace policy. But there may also be other families who harbor some understanding of revenge. Those elements who still see Russia as an enemy were suppressed for a long time, from Willy Brandt to Gerhard Schroeder. But now they are suddenly back in public debate. Some leading figures in today’s politics have this animosity toward Russia, which is a great shock for us.”

Ritz categorized contemporary German society into three distinct segments: “One quarter of Germans are from East Germany, holding a different attitude. Then 5% of our population are Russian-Germans who returned after reunification, many of whom retain bilingual households and consume Russian media. Then there are intellectuals who remember the detente of Willy Brandt and Helmut Schmidt. At least one-third of German society likes Russia. A second third is undecided and confused by propaganda and conflicting memories. And there is perhaps one-third that has fully adopted anti-Russian propaganda.”

“The economic model of this engine has been broken”

Examining the structural crisis within the European Union, Ritz outlined how geopolitical decisions destroyed the European economic core: “Germany was the motor of the economic processes in the European Union. Together with the Netherlands, Austria, and Northern Italy, this forms the banana-shaped realm where most economic activity takes place. The economic model of this engine has been broken. It was based on cheap Russian gas, access to the Russian market and Soviet successor states, access to the Chinese market, and low defense expenditures.”

The current economic landscape presents the exact inverse: “Now all of this is gone. Suddenly we have huge expenditures on defense. We no longer have cheap Russian gas. We lost access to the 200-million-strong market of Russia and its allies. And we are losing access to the Chinese market because the Chinese economy is producing machinery and cars themselves. Germany and the whole European Union are in a severe economic crisis.”

Ritz criticized the prevailing elite assumption that this crisis could be resolved through military escalation: “Some European politicians imagine all this can be overcome if Russia gives up, pays reparations, and is defeated. But it is clear Russia will not be defeated. The assumption that the West is stronger than Russia, Iran, and other rising powers has been proven wrong. East Germans are the first to discover that the only way out of this economic crisis is to have peaceful relations with Russia and other rising powers like China, Iran, India, and Türkiye.”

Ritz condemned the return to geopolitical confrontation: “The time of imperialism, pushing an economy through military spending and conquering resources through war, is an absolutely outdated model. The 21st century cannot allow it. It is a huge strategic mistake that parts of the German elite, along with Britain and the United States, chose this path. This failed policy has created a situation where Russia, China, Iran, India, and in the future Türkiye, form one massive bloc.”

“The East Germans are today the avant-garde”

Turning to domestic politics, Ritz characterized eastern Germany as a pioneering force against prevailing Atlanticist policies: “The East Germans are today the avant-garde in Germany. They are the first to understand that an alternative model exists, and they vote for it. The AfD is a conservative party, but the people voting for it are not necessarily conservative. Some traditionally voted for left-wing parties, but vote AfD because no viable left alternative exists. If they want to protest against NATO policy, they have only this option.”

Ritz observed internal divides within the opposition: “The AfD is split between its western and eastern wings. West German members want a conservatism aligned with Trump and connected to America. East German members seek European independence and normalized relations with Russia. Because East Germans lived under two distinct systems, they can compare realities better than West Germans, who have only known the Western system. East Germans also recognize parallels between the German Democratic Republic’s suppression of free speech and the censorship taking place today.”

Ritz lamented the fragmentation of political alternatives: “The Sahra Wagenknecht movement attempted to establish an alternative, but faced organizational missteps. Even if they recover, they poll around 5%, while the AfD in East Germany stands near 40%, as seen in the Saxony-Anhalt elections.”

Ritz attributed this divergent consciousness to the post-1945 Allied occupation policies: “When the Soviets and the Americans arrived after the defeat of the Nazis, they held fundamentally different views on the origins of Nazism. For the Soviets, Nazi ideology stemmed from the ruling elites; they sought to replace the elites while supporting German humanist culture, literature, and the Enlightenment. The Americans, by contrast, believed the whole of German culture had produced Nazism. They argued that Hegel’s philosophy, Kant, German romanticism, and Martin Luther led directly to Hitler. They concluded that German culture was totalitarian and required comprehensive re-education through American pragmatism and positivism.”

This post-war conditioning deeply affected West German identity: “This policy led to an attitude where many West Germans became alienated from their own cultural heritage, fearful that identifying with Goethe or classic literature would mark them as right-wing. They replaced it with American pop culture and consumerism. Because West Germans represent three-quarters of the population, they continue to dominate the political process, the judiciary, and the universities, acting as subordinates within the American empire. Following reunification, East German academics and administrators were purged and replaced by West Germans.”

Ritz concluded that this hegemony is beginning to fracture: “East Germans are organizing their own pushback. Media projects like the Berliner Zeitung and the Ostdeutsche Zeitung are providing platforms for alternative perspectives. Many West Germans are beginning to realize that the Atlanticist narrative is failing and that their assumptions about the Ukraine conflict and Germany’s economic trajectory were profoundly mistaken.”

Wrapping up the discussion, Professor Ünal observed that as Washington’s global dominance contracts, European states will inevitably have to regain their independent footing: “As the United States’ influence across the world is waning, the US influence over all these countries is also being gradually cleaned up. A great country like Germany is going to get on its own feet as German Germany again. It will be a long process, but we are going to watch and understand these developments.”

Europe

EU wrestles with domestic content rules for ‘Made in Europe’ push

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The EU wants to leverage its immense public spending power to bolster European industry through a “Made in Europe” initiative.

Deep divisions remain, however, over what should genuinely count as European-made.

According to a report by Politico, the European Parliament and member state governments are trying to establish their positions on the Industrial Accelerator Act (IAA), which forms part of Brussels’ effort to turn the “Made in Europe” slogan into an industrial strategy.

The initiative aims to use tenders and subsidies to create a guaranteed market for products of European origin.

Yet doing so requires answering politically contentious questions, such as how “European” a product must be to qualify, and how much more governments and consumers should be prepared to pay to buy domestic goods.

Disagreements are playing out not only between Parliament and the Council, but also among national governments and even between political allies from different countries.

Unveiled by the European Commission in March, the IAA seeks to channel public expenditure on green technology, energy-intensive industries, and motor vehicles towards European firms, helping them compete with dominant Chinese exporters.

Six months on, it is becoming increasingly clear how difficult it is to turn that objective into workable legislation.

Opposing sides broadly agree on the need to strengthen Europe’s industrial base, accelerate permitting procedures, and reduce strategic dependencies.

However, sharp divisions persist over how extensively the EU should support European manufacturing and how much flexibility national governments should retain.

Politico has identified five issues that will dominate negotiations through 2027.

The first issue is the debate over what qualifies as “Made in Europe”.

Defining EU origin is the most politically sensitive topic in the talks. With public procurement accounting for 15% of the bloc’s GDP—equivalent to roughly 3 trillion euros a year—the sums at stake are enormous.

If the threshold defining how European a product must be is drawn too narrowly, Brussels risks alienating close trading partners and disrupting supply chains.

Conversely, if drawn too broadly, the “Made in Europe” preference risks becoming meaningless.

Parliament is pressing for stricter anti-circumvention rules and demanding that at least 50% of a product’s value be created within the EU.

This condition would also make it harder for goods or components from third countries to be treated as equivalent to EU-origin items.

Lawmakers also aim to impose tighter conditions, including reciprocity, economic security measures, climate commitments, labour standards, and human rights safeguards.

The Council is more open to treating content from countries covered by the WTO Agreement on Government Procurement or relevant free trade agreements as equivalent to EU-origin content under specified conditions, including certain reciprocity principles.

Yet EU member states are still debating their positions and putting forward various conflicting proposals.

Ireland, which holds the Council presidency, plans to submit a fresh compromise proposal featuring the “Made in Europe” designation by mid-October.

Another issue is Foreign Direct Investment (FDI) screening.

Parliament wants a more comprehensive and stringent system to screen foreign investment in strategic sectors.

Underpinning this demand is the concern that, despite the EU spending billions to develop strategic industries, subsidized or otherwise state-backed foreign investors could acquire the very companies and assets the EU helped build.

Lawmakers want to lower the review threshold from the proposed 100 million euro investment figure to 50 million euros, bring affiliates of foreign investors under the rules, and lower the control threshold that triggers mandatory notification.

They also want to give the Commission a stronger role, granting it the power to block investments in critical raw materials when EU funds are involved.

The Council’s position is narrower: it broadly retains the 100 million euro FDI threshold and the 30% control threshold set out in the Commission’s original proposal, while granting national authorities greater flexibility in managing the approval process.

The two institutions are at odds not only over the scope of screening, but also over the institutional balance of power between Brussels and national capitals.

The third issue centres on the scope of tenders and subsidies.

Both sides want public tenders and state support to drive demand for European-made, low-carbon goods.

However, opinions diverge on how broadly the rules should apply.

This is where political goals collide directly with public purse strings. Requiring governments to purchase European-made goods could spur demand for domestic manufacturers, but it could also force taxpayers to pay more when cheaper imported alternatives are available.

Parliament wants various requirements—such as green, social, or “Made in EU” criteria—to cover up to 90% of state aid or subsidy programmes, compared with 45% in the Council text.

It also proposes tighter social and labour conditions, relocation curbs, and stricter verification and enforcement mechanisms.

The Council favours broader exemptions where suitable products are unavailable, excessively costly, or technically unviable.

This posture reflects governmental concerns over higher public spending or project delays linked to reliance on imported components.

The fourth issue is the divergence over sectoral targets.

Parliament generally seeks higher and more granular European-origin content requirements for batteries, solar panels, wind turbines, electrolysers, nuclear technologies, and electric vehicles.

Electric cars illustrate how complex the “Made in Europe” concept can become in practice.

A vehicle assembled within the EU may contain a battery and raw materials sourced through supply chains spanning the globe.

Parliament plans to raise the required EU-origin share for non-battery vehicle components from the 70% proposed by the Commission to 75%.

Requirements governing battery materials, binders, and strategic raw materials would also be introduced.

The Council’s stance, by contrast, is less prescriptive and allows for a more phased implementation.

The dispute is not over whether strategic sectors should receive support, but whether the IAA should impose binding content targets that could push up costs for manufacturers and consumers.

The fifth and final debate concerns the sectors covered by the Industrial Accelerator Act.

The argument centres on whether the IAA should remain a targeted response to strategic dependencies or become a broader vehicle for EU industrial policy.

Parliament wants to expand the legislation to cover areas such as maritime manufacturing, materials recovery, and certain plastic products used in construction.

It also wants sectors such as fertilizers, rolling stock, robotics, and aerospace considered in future reviews.

The Council text focuses more tightly on sectors already identified, including energy-intensive industries, automotive, net-zero technologies, and critical raw materials.

The debate reflects wider friction over how far the EU should extend “Made in Europe” preferences.

When public procurement and subsidies are deployed in certain strategic sectors to shield domestic manufacturing, other industries gain a strong incentive to argue that they too should benefit.

According to a separate report by Politico, Brussels is prepared to grant candidate countries access to its single market, provided they agree to align with the bloc against “hostile states” and industrial competitors.

Under the draft plan, candidate countries would receive unprecedented “gradual integration” into the single market while their accession bids are assessed, including frictionless trade and access to research programmes.

An assessment of “pre-enlargement” benefits to be offered to candidate nations states: “The single market is the primary driver of economic convergence.”

The draft states:

“Earlier integration will create opportunities for businesses across the Union, strengthen European value chains, and reduce strategic dependencies. The Commission will identify sectors where verified regulatory alignment and enforcement capacity allow for deeper participation in research, innovation, and industrial cooperation, as well as broader market access. Priority should be given to opportunities that advance accession preparations and address shared economic and strategic needs.”

Overseen by Alexandre Adam, top adviser to Ursula von der Leyen and former aide to French President Emmanuel Macron, the review would fundamentally transform the EU’s approach to neighbouring countries.

At present, almost all the economic advantages of closer cooperation remain reserved for member states.

No new country has joined the EU since Croatia’s accession in 2013.

As part of Adam’s package of measures, Ukraine, Moldova, Albania, and Montenegro are set to receive “roadmaps” designed to accelerate their accession process in the coming years.

For other nations, including North Macedonia, Kosovo, Bosnia and Herzegovina, Serbia, and Türkiye, the process continues to drag on amid mounting fears that they could drift away from the EU or draw closer to Russia or China.

Under the Commission’s blueprint, economic benefits extended to candidate countries would depend on their backing of EU foreign policy goals.

Single market access would hinge on candidate states not sharing key technologies with hostile governments and commercial rivals.

The review document notes:

“As industrial and market integration deepens, participation in sensitive sectors must go hand in hand with cooperation on investment screening, export controls, sanctions enforcement, and the protection of sensitive technologies. Access assessments must consider strategic alignment, critical dependencies, and the capacity to manage risks to infrastructure and supply chains. Where these conditions are not met, the scope of participation should be recalibrated under the relevant regulatory framework.”

Areas being considered for closer cooperation include semiconductors, quantum technologies, biotechnology, artificial intelligence, and space.

According to the review, full EU membership must remain the ultimate goal for candidate countries.

“Yet accession takes time: candidate countries must complete a rigorous, merit-based process and deliver comprehensive, enduring reforms,” the report notes. “This period must be fully exploited strategically, both to prepare the Union for a wider membership and to deepen gradual integration in areas of mutual interest.”

The benefits gained, however, will be contingent on countries fulfilling their obligations:

“Where these commitments are not honoured, integration must be reversible. The accession process should be suspended or rolled back where deemed necessary.”

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Europe

German industry lobby urges priority for growth and competitiveness

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A new policy paper published by the Federation of German Industries (BDI) calls for “making German industry, growth, and competitiveness the top priority” in Germany.

Based on this foundation, the BDI document sets out guiding principles for German foreign policy.

According to German Foreign Policy, the document, published last Friday (25 September), strongly emphasises that existing dependencies must be consistently reduced in both Germany and the EU.

The document highlights a “systemic rivalry” between the EU and China and advocates “de-risking”, particularly in the field of critical raw materials.

The BDI advocates a similar “de-risking” regarding the US as well. However, the document states that this should not come at the expense of long-term strategic relations with the US.

Expanding the EU’s “partnerships” worldwide with other countries and alliances is also among the policy recommendations.

Top priority: Growth

The BDI is the most influential association of German industry, representing 38 separate member associations, more than 100,000 companies, and approximately eight million employees.

In its latest policy paper, the association calls for “new economic policy orientations” in light of weakening growth and declining competitiveness in Germany and Europe, as well as fundamental shifts in global politics and the international system.

Titled “Principles of Economic and Trade Policy”, the document is published against the backdrop of ongoing debates on crisis and reform in Germany and calls for “making German industry, growth, and competitiveness the top priority”.

This document is understood not as a political wish list for day-to-day politics, but rather as a common guideline for member associations.

Finding of “systemic rivalry” with China

In its sections on foreign trade and European policy, the document highlights, on the one hand, the EU’s competition with China, classifying it as “systemic rivalry”.

Referring to China’s “state-driven” market distortions, it states that the implementation of existing measures to bolster the Union’s competitiveness remains inadequate.

Arguing that “de-risking” and reducing dependencies regarding the People’s Republic of China remain the correct approach, the BDI wants these steps implemented “more rigorously”.

According to the BDI, even if “de-risking” incurs costs, including those arising from Chinese countermeasures, “remaining passive is, in the long run, economically far more expensive and irresponsible in terms of security policy.”

According to industrialists, the EU in particular must reduce its strategic dependence on critical raw materials in response to the “challenge” posed by the Chinese economy to the “open social market economy”.

In addition, it seeks to ensure the “rapid and legally robust implementation of investment screening and export controls”.

This translates into tighter restrictions on investments by Chinese companies and exports to the People’s Republic of China.

Finally, the report highlights the need for new economic “defensive instruments”, including anti-dumping and anti-subsidy measures, to counter competitive distortions.

Ambivalent stance in relations with the US

At the same time, the document adopts a stance toward the US that is at times similar to the position taken toward China.

The document identifies a “progressive paradigm shift in US trade and industrial policy” and advocates a “self-confident” and “interest-driven European position”.

Furthermore, it proposes establishing an “enhanced transatlantic de-risking dialogue” aimed, on the one hand, at safeguarding European autonomy and, on the other, at developing shared transatlantic priorities regarding critical technologies and resilient supply chains.

Finally, the BDI advocates adopting appropriate countermeasures against US protectionist measures that weaken the competitiveness of European companies.

However, it is urged that this should not come at the expense of long-term strategic relations with the US.

Emphasis on new partners beyond the US and China

According to the BDI, beyond realigning its relations with China and the US, the EU must also expand its strategic partnerships with other regions of the world.

The goal is to build a “resilient network of like-minded partners”, “particularly for raw materials and key technologies of strategic importance”, offering “market access, investment protection, and the diversification of critical supply chains”.

Throughout this year, the EU has signed a series of trade agreements with countries and economic blocs across the world.

In January, a free trade agreement was signed with Mercosur, the South American trade bloc comprising Argentina, Bolivia, Brazil, Paraguay, and Uruguay. Bolivia is not a party to the agreement because it became a full member of Mercosur after the treaty text was finalised.

Eliminating tariffs on more than 91% of EU exports to Mercosur countries, this agreement was the culmination of negotiations that lasted more than a quarter of a century.

Also in January, the EU signed a trade agreement with India, regarded as the largest free trade agreement in India’s history.

Under the terms of the agreement, both sides aim to reduce or eliminate tariffs on more than 95% of their bilateral imports.

A comprehensive rapprochement is also taking shape in EU relations with Canada. Canada, whose relations with the US have deteriorated significantly due to Trump’s annexation threats, welcomes this development.

On 16 September, European Commission President Ursula von der Leyen formally invited Canada to become the EU’s first “associate member”.

Presenting this unprecedented offer to Canadian Prime Minister Mark Carney at the European Parliament, she stated that the EU and Canada “view the world from the same perspective”, for instance regarding the war in Ukraine.

Von der Leyen’s offer followed Carney’s call on ten EU member states to finally formally ratify the EU’s trade agreement with Canada, which was signed nine years ago.

Carney argued that this would make all parties “more resilient, more independent”, and more prosperous.

Known as the Comprehensive Economic and Trade Agreement (CETA), which provisionally entered into force in 2017, the agreement between Canada and the EU has not yet been ratified by ten EU member states.

This is primarily due to concerns that Canadian agricultural exports could harm European farmers.

Industrial bosses want wage suppression

In addition to foreign trade and European policy, several other areas are addressed in the BDI policy paper.

For instance, one section addresses “economy, competition, regulation, and industrial policy”. Here, it is stated that Germany as a business location needs growth-enhancing measures and structural reforms.

“High labour and energy costs, alongside the high tax burden on labour and capital”, rank among the most critical areas where reforms are deemed necessary.

The BDI also advocates introducing “spending discipline” to prevent massive public expenditure, including military build-up and infrastructure, from spiralling out of control.

In the section titled “Digital and Innovation Policy”, it is noted that technological sovereignty and resilience must be advanced.

This encompasses the “expansion of common European data spaces, further development of an integrated digital single market, simplification of digital regulation, and robust cybersecurity architectures”.

Furthermore, it demands that Germany and the EU expand their capacities across the entire semiconductor supply chain, from research and design to basic chemical products and system integration.

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Key European allies excluded from US-led NATO meeting in Poland

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The Trump administration has not invited several key European allies to a meeting of NATO members scheduled for next month.

According to six diplomats who spoke to Politico, the meeting, to be held in Poland and spearheaded by Pentagon policy chief Elbridge Colby, essentially functions as a working group focused on the future of NATO.

However, many nations that did not receive invitations, such as the United Kingdom, France, and the Baltic states, are countries with high defence spending that play pivotal roles in the alliance.

This circumstance has led diplomats to wonder why they have been excluded.

These nations are questioning whether the White House is taking sides in a manner that could further fragment an alliance already grappling with “mounting Russian aggression and depleted weapons stockpiles”.

An official from one of the uninvited allied countries said: “We are doing everything asked of us. We are trying to understand what the criteria are and what the purpose of these meetings is. Little information has been conveyed to us so far.”

Politico reported last April that the White House had drawn up a sort of “naughty and nice” list of NATO countries, based on member states’ contributions to the alliance and their support for the US war in Iran.

The administration was considering reorganising military deployments, joint exercises, and arms procurement to reward countries deemed more loyal to Washington’s foreign policy stance.

Bloomberg reported on 14 August that the US had sent detailed questionnaires to NATO allies to gauge how closely aligned they were with Donald Trump’s agenda.

These questionnaires specifically assessed their support for US foreign policy and the continued use of US military bases.

Colby previously organised two meetings in the same format with Poland, Germany, Norway, Sweden, Finland, and the Netherlands.

These talks have come to be known as the “Bergen Group”, and Denmark may also be added to the group.

A diplomat from one of the participating countries stated that this smaller format was designed not to divide NATO, but to develop proposals that could subsequently be evaluated by the entire alliance.

Colby likewise stated that the goal was “to pull the whole alliance in the same direction” and build a stronger NATO with a more robust European military capability.

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