Europe
Toyota and JLR warn EU ‘Made in Europe’ rules could threaten jobs and investment
Toyota and Jaguar Land Rover (JLR) have warned that proposed “Made in Europe” production requirements could jeopardize investment and employment while making European-built vehicles more expensive than Chinese-made competitors.
Under current European Union proposals, corporate fleet vehicles and small electric vehicles would need to be assembled within the bloc to qualify for public procurement contracts and subsidies.
The proposals have triggered a strong backlash from global automakers that export vehicles to Europe from countries including the United Kingdom, Türkiye and Morocco.
As part of the Industrial Accelerator Act (IAA), the EU is also proposing a 70% local-content threshold for vehicle components, excluding batteries, as a condition for eligibility for subsidies or public procurement contracts.
JLR, which is owned by India’s Tata Motors, said the proposals would increase costs for manufacturers that would be required to provide evidence of where their components are sourced.
Executives from other automakers have also said that compiling customs documentation to verify the origin of components supplied by smaller suppliers would be difficult.
“The IAA imposes additional costs on manufacturers and makes European vehicles more expensive. It does nothing to address the fundamental structural differences that make European manufacturing less competitive than China,” JLR said.
Speaking at an Automotive News event in Brussels on Wednesday, Yoshihiro Nakata, head of Toyota’s European operations, warned that excluding key international partners from the “Made in Europe” rules could “undermine future investment, jobs and technology transfer.”
The world’s largest automaker, which operates eight factories across Europe and the United Kingdom and employs 25,000 people in the region, called for vehicles manufactured in Japan, the United Kingdom and Türkiye to remain eligible for IAA subsidies.
“Europe’s resilience depends not only on local production but also on working with partners to create regional scale and shared success. By working together, we are all stronger,” Nakata said.
JLR also urged the EU to assess manufacturers’ overall contribution to European economies — including through exports from the bloc — rather than focusing solely on where vehicles are assembled.
The company warned that excluding the United Kingdom from the framework would have serious consequences across the industry.
“Replacing UK content with EU content could destabilize both the UK automotive supply chain and the EU supply chain because of their interdependence.”
Nissan, one of the United Kingdom’s largest automotive employers, has previously warned that it would close its flagship Sunderland plant if the policy were implemented.
Such job losses would run counter to the objectives of the IAA, which was proposed in March by French Commissioner Stéphane Séjourné as part of Brussels’ effort to reverse the bloc’s industrial decline.
The legislation aims to increase manufacturing’s share of the EU economy from 14.3% in 2024 to 20% by 2035.
The proposal already allows manufacturers in other clean-technology sectors located in countries that have free trade agreements with the EU to benefit from “Made in Europe” status.
There are indications that member states and lawmakers will seek to amend the legislation to include UK-based automotive production.
French Trade Minister Nicolas Forissier told the Financial Times two weeks ago that Brussels needed to resolve the “problem” of the United Kingdom’s exclusion from the programme, while a European Commission official acknowledged that member states, including Germany, also support UK participation.
A senior member of the European Parliament familiar with the negotiations said the Parliament could also review the proposal’s geographic scope in order to fully include the United Kingdom.
However, the current proposal is supported by other automakers, including Volkswagen and Stellantis, as well as many automotive parts manufacturers.
Benjamin Krieger, secretary-general of auto supplier association Clepa, said the group supports extending the programme to the United Kingdom and other free-trade partners but would oppose any dilution of the requirement that 70% of vehicle content be produced in Europe.
“We need to stop the bleeding. If you import everything, vehicles will of course become cheaper, but we would sacrifice manufacturing in Europe,” Krieger said.
The European Commission said its proposals on corporate fleets and small electric vehicles are “key initiatives supporting our green transition” and that these objectives should also translate into “growth and manufacturing activity” within the EU supply chain.
Europe
Right-wing calls to ban left parties and groups mount in Europe
Youth protests spreading across European nations, particularly in France, are serving as an occasion for right-wing parties and governments to escalate demands for bans.
In France, for example, right-wing conservative politicians such as Senate President Gérard Larcher and presidential candidate Bruno Retailleau of The Republicans (LR) are now openly demanding that the party La France Insoumise (LFI) be banned.
Matthieu Valet, a Member of the European Parliament from Marine Le Pen’s National Rally (RN), said at the party congress held in Orléans on 24–25 October: “We will dissolve all anti-fascist organisations.”
Polls unanimously show that RN candidate Marine Le Pen leads the vote for the presidential election in April 2027.
In Spain, the rising right-wing party Vox submitted a draft bill to parliament in December 2025 aimed at dissolving organisations linked to the anti-fascist movement.
Vox is polling at 19% in recent surveys, and the party hopes to enter government by forming a coalition with the conservative Popular Party (PP) following the elections on 29 November.
In such a scenario, banning anti-fascist organisations in Spain could become possible.
Acts of violence linked to protests are currently being used increasingly to threaten left organisations with bans.
Belgium offers another example. Since last year, Interior Minister Bernard Quintin has been attempting to ban organisations that threaten “national security or the foundations of the rule of law”.
In this context, government officials cite “Antifa” as an example. Even in the autumn of 2025, Georges-Louis Bouchez, president of Quintin’s Reformist Movement (MR), openly called for the “dissolution of Antifa”.
When property damage occurred on the fringes of student protests in Liège in early October this year, Quintin once again pointed to “Antifa-type” organisations in light of plans to ban such groups.
In June, Defence Minister Theo Francken of the New Flemish Alliance (N-VA) also claimed, without providing evidence, that the opposition Workers’ Party of Belgium (PTB-PVDA) was responsible following property damage on the fringes of protests in Brussels.
PTB-PVDA supports the protests gaining momentum in Belgium against the government’s policies of militarisation and social spending cuts.
According to polls, the party is currently the second strongest in the country with 23% of the vote nationwide, and the strongest in the Brussels-Capital Region with 26%.
In Germany, the possibility of banning The Left (Die Linke) was raised by the influential mainstream newspaper Frankfurter Allgemeine Zeitung.
A recent editorial in the newspaper asked: “Why not ban Die Linke?”
Meanwhile, banning youth demonstrations is currently under discussion. As in Belgium, isolated violent incidents on the margins of peaceful protests are cited as justification, discrediting the demonstrations as a whole.
Federal Interior Minister Alexander Dobrindt is not only levelling blanket accusations against “left-wing groups” without providing evidence; he is also attributing instances of property damage to “agitators emerging from the migrant community”.
The Interior Minister of the state of Hesse, Roman Poseck, acknowledged that those detained on Saturday on assault charges were “predominantly German citizens”, but nonetheless claimed that they were “predominantly of migrant background”.
These statements therefore attribute responsibility for violence to leftists on the one hand, and to people of non-German origin on the other.
A representative from the Federal Ministry of the Interior under Dobrindt also attended a conference where White House Deputy Chief of Staff for Policy Stephen Miller equated anti-fascists (“Antifa”) broadly with terrorism and categorised them as “enemies of civilisation”.
According to an investigation by the online portal FragDenStaat, this representative was Christian Klos, head of the Public Security Directorate.
Klos reportedly appeared in Washington as part of a “morning panel” on “The Threat Landscape of Far-Left Terrorism”.
What he said there remains unclear: FragDenStaat reported that the Federal Ministry of the Interior refused to publish several preparatory documents related to the presentation, citing their classified status.
However, it is now known that the Interior Ministry took part in a preparatory workshop in the US in May with two officials at the “relevant specialist division level”.
In addition, the federal government confirmed in early October that a follow-up event to the Washington conference would be held this autumn.
The event’s focus will be the “sharing of professional experience among security and law enforcement agencies from various countries”, centring specifically on “manifestations, developments, and challenges in the field of violent left-wing extremism”.
The US Department of State had hosted a conference on 16 July with the participation of representatives from more than 60 countries across North and South America, Europe, and parts of Asia.
The focus of the conference was the “international resurgence of far-left political terrorism”.
Alongside Secretary of State Marco Rubio, Stephen Miller set the tone of the conference.
In a speech, Miller claimed that leftists were “fundamentally driven by envy, hatred, and malice”, adding that no one at anti-fascist demonstrations looked like a “normal human being”.
Federal Interior Minister Alexander Dobrindt has played a prominent role for years in crackdowns on left-wing organisations.
While serving as CSU general secretary in 2011 and 2012, his rhetoric caused astonishment even within his own party.
In August 2011, for instance, he demanded that authorities “examine whether proceedings to ban Die Linke should be initiated”.
In January 2012, he stated that he believed “in the medium term, we must make every effort to also launch proceedings to ban [the party Die Linke]”.
At the time, Gerda Hasselfeldt, then leader of the CSU parliamentary group in the Bundestag, expressed her surprise: “At present, I see no grounds for proceedings to ban Die Linke.”
Even after taking office as Federal Interior Minister, Dobrindt continued to stand out with striking rhetoric.
In June 2025, during the presentation of the Federal Office for the Protection of the Constitution report, he displayed graphs with different scales, implying that the number of “far-left extremists” in Germany exceeded that of right-wing extremists.
In December 2025, he suggested that “left-wing extremists” could engage in “espionage or sabotage” activities on behalf of foreign powers.
Europe
Low EU gas stocks risk stoking global prices, IEA report warns
The International Energy Agency (IEA) has stated that the global gas market could remain tight “until later in 2027” as European gas storage levels stand at their lowest point in a decade ahead of the winter season.
Presenting its “Global Gas Security Review 2026” report, the IEA noted that depleted storage inventories will heighten Europe’s reliance on global liquefied natural gas (LNG) supplies to meet peak demand, particularly in the event of a colder-than-expected winter.
“Under colder-than-average weather conditions and prolonged disruptions to LNG flows through the Strait of Hormuz, EU gas storage levels could drop to below 10% of working capacity by the end of March 2027,” the report said.
Depleted stock levels could intensify competition for the limited volume of flexible LNG cargoes with countries in Asia and South America that have limited storage options, putting upward pressure on prices this winter.
The IEA noted, “Low storage levels in Europe could also significantly increase gas injection requirements to replenish stocks through the summer of 2027, potentially extending tightness in the global market well into next year.”
With the effective closure of the Strait of Hormuz cutting more than 60 billion cubic metres of supply from Qatar and the United Arab Emirates, Asian and European prices have already reached their highest levels since the 2022-23 gas supply crisis.
The report stated that an increase in LNG supply, particularly from North America, alongside more flexible trading arrangements, has helped cushion the impact of the Hormuz supply shock.
The report forecasts that global LNG supply will drop in 2026 by a record 3%, or around 20 billion cubic metres, compared with 2025.
Global gas demand is expected to fall by roughly 1.5%, or nearly 65 billion cubic metres, driven by lost demand across the Middle East, declining industrial gas consumption in Europe, and power sectors switching from gas to coal across multiple Asian countries.
The IEA said, “These findings highlight the importance of strengthening international cooperation on gas supply security, even as global markets become more flexible.”
The EU was expected to fill its underground gas storage facilities to at least 90% ahead of the winter season.
However, after that requirement was relaxed because of the ongoing crisis, the average fullness rate stood at just 74.6% as of 1 November.
This shortfall was primarily driven by lower-than-normal inventories in Germany and the Netherlands.
The IEA observed that because storage levels for this time of year are at their lowest since 2013, the EU has become uniquely dependent on LNG shipments.
In the event of an exceptionally cold winter, EU storage fullness could drop below 10% by March, leaving the bloc vulnerable to “additional cold spells, technical failures, or other supply disruptions”.
However, the Paris-based energy security agency added that these challenges could extend well beyond the winter months.LNG
Europe
Pro-Ukraine Republicans in US Congress dwindle after departures
The number of influential Republicans advocating support for Ukraine in the US Congress is expected to decline following the midterm elections.
According to reporting by Politico, several senior figures, including former Senate Republican majority leader Mitch McConnell, are set to leave Congress.
Michael Sawkiw, head of the Congressional Ukrainian Caucus, described the departing lawmakers as “real heavyweights” among Ukraine’s supporters.
An unnamed adviser to a Republican member of the House of Representatives said these departures could reduce the number of comprehensive legislative bills drafted in Kyiv’s favour.
The adviser noted concerns that Congress may no longer retain a coalition capable of drafting legislation that could secure the approval of Donald Trump’s administration while simultaneously conducting back-channel contacts to persuade the White House.
New candidates keep military aid at arm’s length
Mitch McConnell had advocated providing military aid and sharing intelligence with Ukraine.
However, several candidates seeking the seats of departing Republicans remain distant toward Kyiv. Andy Barr, who launched a candidacy to replace McConnell, had voted against legislation supporting Ukraine.
Nevertheless, the report stated that Republicans could retain their roles as channels of communication with Trump and as providers of the majorities required to override a presidential veto.
The death of Senator Lindsey Graham, an architect of sanctions against Russia, was also reported to have caused grief among Ukraine supporters. The House member’s adviser pointed to Senator Katie Britt among Graham’s possible successors, noting that Britt had supported initiatives imposing restrictions on Russia.
According to the report, pro-Ukraine Republicans may attempt to block the White House’s agenda before the current congressional term concludes.
Concerns that Republican losses in the midterms could affect Ukraine aid and NATO had surfaced previously.
It is noted that if Congress curtails Trump’s domestic authority, he could turn his focus toward foreign policy. An unnamed NATO diplomat remarked that the US president’s posture could harden under such circumstances.
Other sources speaking to Politico suggested that Trump could respond to an electoral defeat by drawing down the American military presence in Europe, trimming contributions to the NATO budget, curbing the PURL programme involving weapons procurement for Ukraine, and pursuing closer ties with Russia.
Jennifer Kavanagh, an expert at the think tank Defense Priorities, pointed out that European nations would struggle to compensate for any reduction in US support across electronic warfare, air defence, intelligence, aerial refuelling, and logistics.
Race continues for House and Senate
In the US congressional midterm elections, voters will head to the polls to decide all 435 seats in the House of Representatives and 35 of the 100 seats in the Senate.
The outcome will determine which party holds the majority in both chambers of Congress for two years.
According to opinion polls cited by Reuters, Democrats appear to have a chance of winning a majority in the House of Representatives, whereas their odds of seizing control of the Senate are judged to be low.
It is noted that if Democrats secure a majority, they could open investigations into Trump, constrain spending priorities, and block various initiatives.
The US leader, however, will continue to retain broad powers over trade, foreign policy, and the federal bureaucracy.
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