European Politics Overview

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Climate & Energy

Climate & Energy

Last updated: 25 May 2026


European Green Deal — Implementation Status

The Green Deal remains formally intact but has been depoliticised and partially deprioritised relative to industrial competitiveness and defence.

Delivered:

Stalled/Watered Down:


Fit for 55 Package

13 legislative proposals covering:

CBAM implementation snags:


EU ETS (Phase 4)


Renewable Energy Directive (RED III)


Energy Crisis Fallout (Ukraine War / REPowerEU)

REPowerEU Outcomes

Russian Gas via Ukraine Transit

LNG Dependency

New Iran War (Feb 2026) — Second Energy Crisis


Green Deal Industrial Plan / NZIA / CRMA

Net-Zero Industry Act (NZIA)

Critical Raw Materials Act (CRMA)

Industrial Accelerator Act (March 2026)


Member State Pushback

Farmer Protests

Centre-Right Turn

2040 Target Debate


Heat Pump and EV Market

EV Sales

Heat Pump Slowdown


Sources

Country Profiles — Major EU Member States

Country Profiles — Major EU Member States

Last updated: 25 May 2026


🇩🇪 Germany

Chancellor: Friedrich Merz (CDU) Government: CDU/CSU-SPD grand coalition (since Feb 2025) Next election due: 2029 (but coalition could collapse earlier)

State of the nation:


🇫🇷 France

President: Emmanuel Macron (lame duck — serving final year, cannot run again) Next presidential election: April-May 2027

2027 Presidential Race:

State of the nation:


🇮🇹 Italy

Prime Minister: Giorgia Meloni (Fratelli d'Italia) Government: FdI-Forza Italia-Lega coalition Next general election: 2027

State of the nation:


🇪🇸 Spain

Prime Minister: Pedro Sánchez (PSOE) Government: PSOE-Sumar coalition, dependent on Catalan separatist and Basque parties Next election: TBC (currently serving full term to 2027)

State of the nation:


🇳🇱 Netherlands

Prime Minister: Rob Jetten (D66) — from 23 Feb 2026 Government: Minority coalition — D66 + VVD + CDA

State of the nation:


🇵🇱 Poland

Prime Minister: Donald Tusk (Civic Coalition) Government: KO-Third Way-Left coalition President: Karol Nawrocki (PiS-aligned, from 2025)

State of the nation:


🇸🇪 Sweden

Prime Minister: Ulf Kristersson (Moderates) Government: M-KD-L coalition with confidence-and-supply from Sweden Democrats Next election: 13 September 2026

State of the nation:


🇦🇹 Austria

Chancellor: Karl Nehammer (ÖVP) — caretaker Incoming: Likely Herbert Kickl (FPÖ) Government situation: FPÖ won Sept 2024 election (~28.8%, first place). ÖVP initially refused coalition but now signalling willingness. FPÖ-ÖVP coalition most likely outcome.

State of the nation:


🇧🇪 Belgium

Prime Minister: Bart De Wever (N-VA) Government: Right-wing coalition with Flemish separatists Formation history: June 2024 election — 7+ months of negotiations. De Wever became PM on 31 Jan 2025. Longest formation crisis in Belgian history finally resolved.

State of the nation:


Sources

Defence & Security

Defence & Security

Last updated: 25 May 2026


EU Defence Integration

PESCO / European Defence Fund / EDIRPA

Strategic Compass


EU-NATO Cooperation

Trump/Iran War Context

The US-Iran war (Feb 2026) has fundamentally reshaped the transatlantic dynamic:

Joint Declaration


Ukraine War (May 2026)

Current Situation (Day 1,552)

EU Military Aid

Ukraine's NATO Membership

European Troop Deployments


National Defence Spending

Across Europe, defence spending has surged:


European Defence Industry

Joint Procurement

German Zeitenwende

French Push for Strategic Autonomy


UK-EU Defence Pact (May 2026)

The flagship deliverable of Starmer's EU reset:


Sources

EU Expansion

EU Expansion

Last updated: 25 May 2026


Overview

The Ukraine war has fundamentally accelerated EU enlargement — unprecedented speed from application (Feb 2022) to candidate negotiations (June 2024) for Ukraine and Moldova. But the process remains uneven, with the Western Balkans stalled in decade-long negotiations and Georgia frozen. Orbán's fall (Apr 2026) is the most significant political development for enlargement — removing the single biggest obstacle.


Ukraine — Accession Status: Candidate Negotiating

What's blocked:

Informal progress:


Moldova — Accession Status: Candidate Negotiating

Key developments:


Georgia — Status: Frozen

Status: Candidate status granted Dec 2023, but accession process is effectively frozen / suspended

Key events:


Western Balkans

Montenegro — Most Advanced Candidate

Serbia — Negotiating Since 2014

Albania — Negotiating Since July 2022

North Macedonia — Negotiating Since July 2022

Bosnia and Herzegovina — Candidate (Not Yet Negotiating)

Kosovo — Applicant / Potential Candidate


Enlargement Reform Debates

Orbán's Fall (April 2026) — Game Changer

Gradual Integration / "Phasing-In"

Internal EU Reform First?

Serbia's "Double Standards" Complaint


Sources

EU Institutions & Governance

EU Institutions & Governance

Last updated: 25 May 2026


European Commission — von der Leyen II (2024-2029)

Ursula von der Leyen secured a second term as Commission President after the 2024 European Parliament elections, backed by EPP, S&D, and Renew. Her second-term priorities are built around the EU Strategic Agenda 2024-2029, focusing on security, competitiveness, and climate transition — but with the political centre of gravity shifted rightwards.

Key new commissioners and portfolio shifts

Post-2024 election reshuffle gave more influence to EPP-aligned commissioners. Key portfolios:

Political direction


European Parliament — 2024-2029 Term

Composition after June 2024 elections:

The pro-EU coalition (EPP+S&D+Renew) still holds a majority but is narrower than in 2019-2024. The far right now controls roughly 25-28% of seats across three groups (PfE, ECR, ESN). This has shifted the political centre of gravity — the EPP increasingly votes with the right on migration and competitiveness issues.


European Council — Key Dynamics


Qualified Majority Voting Reform

The debate around moving foreign policy and taxation to QMV (away from national veto) has intensified:


Rule of Law — Article 7 and Member States

Hungary (Post-Orbán)

The biggest rule of law story of 2026. Péter Magyar's Tisza Party won a landslide in the April 2026 election, ending 16 years of Fidesz rule. Key developments:

Poland (Under Tusk)

Slovakia (Under Fico)


Strategic Agenda 2024-2029 — Priorities

  1. A prosperous and competitive Europe — industrial policy, single market deepening, regulatory simplification
  2. A green and just transition — Green Deal, REPowerEU, Fit for 55 delivery
  3. A secure Europe — defence integration, security partnerships, border management
  4. A Europe that protects democracy — rule of law, media freedom, anti-disinformation
  5. A stronger Europe in the world — enlargement, neighbourhood policy, global partnerships

Next MFF Negotiations (2028-2034)


Sources

EU-UK Relations

EU-UK Relations

Last updated: 25 May 2026


TCA Review (2026 Scheduled Review)

The Trade and Cooperation Agreement's five-year review clause is active in 2026. Key points of renegotiation:

Auto tariffs cliff edge

Fisheries

SPS checks

CBAM alignment


Windsor Framework Implementation

Current status: The Framework is now largely bedded in operationally:

Northern Ireland political stability:

Further tweaks needed: The Framework is broadly stable but business groups continue to report friction on GB-NI agri-food movements. Some unionist figures argue the brake is insufficient.


Labour Government's Approach (Starmer's Reset)

Starmer's EU reset strategy described as "ruthlessly pragmatic" (BBC, April 2026). He has repeatedly said the reset "does not mean reversing Brexit" but pursuing closer sectoral cooperation.

Defence/Security Pact (May 2026)

The flagship deliverable of the reset. EU foreign policy chief Kaja Kallas stated "fishing shouldn't block a defence pact" (BBC, May 2025 — still live into 2026). A UK-EU security treaty is being negotiated covering military mobility, joint procurement, and intelligence sharing.

Youth Mobility Scheme

Veterinary/SPS Agreement

Financial Services Equivalence

Horizon/Copernicus Re-entry


Political Headwinds


Public Opinion Shift


Other Notable Developments


Sources

Far-Right & Populist Surge

Far-Right & Populist Surge

Last updated: 25 May 2026


European Parliament Caucuses After 2024 Elections

The 2024 European Parliament elections saw significant gains for far-right and populist groups. Three main groupings cover the far-right spectrum:

1. Patriots for Europe (PfE)

2. European Conservatives and Reformists (ECR)

3. Europe of Sovereign Nations (ESN)

Overall: Far-right and hard-right MEPs across the three groups represent roughly 180-200 seats out of 720 — about 25-28% of the Parliament. They are not a majority but are large enough to influence debates and coalition formation.


Country-by-Country

🇫🇷 France — Rassemblement National

🇩🇪 Germany — AfD, BSW, CDU Shift Right

🇮🇹 Italy — Giorgia Meloni / Fratelli d'Italia

🇳🇱 Netherlands — Wilders / PVV

🇦🇹 Austria — FPÖ

🇧🇪 Belgium — Vlaams Belang

🇪🇸 Spain — Vox

🇵🇹 Portugal — Chega

🇸🇪 Sweden — Sweden Democrats (SD)

🇫🇮 Finland — Finns Party

🇭🇺 Hungary — Orbán's Fall (April 2026)

The single biggest European political story of 2026.

🇵🇱 Poland — PiS Lost Power (2023)

🇸🇰 Slovakia — Fico / Smer


What's Driving the Surge?

  1. Migration (dominant factor) — 2015-16 refugee crisis reshaped politics. Ongoing Mediterranean arrivals, integration difficulties keep immigration as the top issue
  2. Cost-of-living / economic insecurity — post-COVID inflation, Ukraine war energy crisis, housing shortages
  3. Cultural backlash — against LGBTQ+ rights, gender equality, environmental regulation, multiculturalism
  4. Distrust of institutions — mainstream parties, media, EU institutions seen as out of touch. Corruption scandals play into anti-establishment narratives
  5. Farmer protests — 2023-24 protests across Europe channelled by far right
  6. Russian influence — Politico (May 2026): "Putin's trolls are weakening Merz to boost Russia-friendly far right"
  7. Trump factor (mixed) — initially energised European far right, but by 2026 his association became toxic (Politico, Apr 2026)

How Has the Mainstream Responded?

Dominant response: co-option, not resistance.

Overall verdict: The mainstream has largely conceded the argument on migration and adopted far-right framing, while maintaining institutional barriers to formal power-sharing — barriers that are fraying.


Migration Policy Shift — "Fortress Europe"


Sources