ABERDEEN — The SNP-led Scottish government is set to drop its long-standing opposition to new oil and gas exploration in the North Sea.

Two senior members of the Scottish government — granted anonymity to discuss a strategy not yet ready for publication — told POLITICO the government will revise its energy plans to take a more pro-oil and gas exploration position.

Tests on compatibility with the government’s climate targets will remain, but Scotland will no longer begin from a position of opposition to new oil and gas projects. The move marks a major change in the Scottish government’s energy policy.

The Scottish government — led by the SNP since 2007 — released a draft energy strategy in 2023 which set out its “presumption against” new oil and gas fields in the North Sea.

That draft strategy is “out of date,” one senior Scottish government official said. They said a new strategy, expected by the summer, will not contain this wording. A second person with knowledge of the policy said the new strategy will “reflect the world as it is.”

The shift in policy comes with the U.K. government widely expected to give the go-ahead to the Jackdaw gas field next week.

While the Scottish government has little power over the granting of new licenses for projects such as Jackdaw or the Rosebank oil field — where a decision is expected to come separately and at a later date — it has an important symbolic role, and can apply pressure to the U.K. government to approve licenses. 

SNP politicians at the party’s conference in Aberdeen privately admitted the stance on Jackdaw has hurt the party electorally. 

The party passed a resolution at its conference Friday which stated that the “utilisation of domestic production” of oil and gas is “clearly preferable to importation”. This was seen as a further softening of the position of the SNP — which governed in a quasi-coalition with the anti-exploration Scottish Greens until as recently as 2004.

This resolution, which changes the party’s official policy, will be used as the government writes its new energy strategy, the two people quoted above said.

In the summer, the SNP lost a key parliamentary by-election in Aberdeen to the pro-drilling Conservative Party, where their North Sea messaging was a key focus. “It was bruising ,” the official quoted above said. “But we’d been shifting our position for a while.” 

Speaking in the debate at the party’s conference Friday, the defeated SNP candidate in that by-election said the victorious Conservatives had hung the words ‘presumption against’ around “our necks lie an albatross.”

”We need to put to bed any suggestion that our party, or our government, supports a ‘presumption against’,” Richard Thomson said. 

BRUSSELS — France and Germany said Friday they had struck a deal to favor European-made cars under a landmark EU industry bill in exchange for weakening a 2035 vehicle emissions target, ending months of wrangling between the bloc’s two biggest economies.

Under the agreement, Germany would accept stricter “Made in Europe” — or local content — requirements for the automotive industry in the proposed Industrial Accelerator Act, a longstanding French demand, while France would back Berlin’s push to relax the EU’s plan to phase out new combustion-engine cars.

The EU’s current target is for companies to reduce emissions from new vehicles by 100% from 2021 levels by 2035, with the possibility to “earn” 10% of emissions leeway through initiatives like offsets and investments.

France and Germany now want to soften the 2035 target to 90% but without having  to offer investments in alternative fuels to compensate the remaining 10%, as proposed by the European Commission.

“This balanced approach will enable the European Union to pursue its climate objectives while strengthening the technological sovereignty, industrial base and international competitiveness of its automotive industry,” the two countries said in a joint statement.

The agreement, first reported by POLITICO in July, was due to have been announced Thursday, during a meeting of EU leaders in Brussels. But it was held up at the last minute by disagreements within Germany’s governing coalition.

“We hope that this Franco-German dynamic can swiftly lead to an agreement with our partners, for our jobs and our industry,” French President Emmanuel Macron said in a post on social media.

An Elysée official on Friday made clear that, under the Franco-German deal, the scope of Made in Europe for automotive can be extended to the U.K. and Switzerland under certain conditions. — addressing a key concern of Prime Minister Andy Burnham’s government ahead of a Nov. 20 U.K.-EU summit in Brussels.

The agreement was reached after the German Social Democratic Party, the junior partner in Chancellor Friedrich Merz’s coalition government, dropped its opposition.

“This is a modern realignment of German industrial policy that places significantly greater emphasis on preserving jobs and production sites,” said German Environment Minister Carsten Schneider, who is from the SPD.

“The clear expectation for German companies is that they will use these new opportunities to make investments and guarantee jobs here in Germany,” he added.

CORRECTION: This article was updated on Oct. 16 after an earlier version misrepresented the figures in the Franco-German proposal on the softening of 2035 targets.

LONDON — The watchdog meant to police transparency in the U.K.’s polling industry is struggling to punish rogue firms, its own officers warned in a private meeting leaked to POLITICO.

Officers of the British Polling Council (BPC) raised concerns at a meeting last week that they lack the power to effectively hold members to account — with one comparing the way the body is currently organized to a “bowling club.”

The downbeat comments come amid fresh scrutiny of the booming U.K. polling industry. A Channel 4 News investigation in September accused JL Partners, a prominent pollster founded by former Conservative Party adviser James Johnson, of securing newspaper coverage of two polls in the run-up to elections — without disclosing their links to Nigel Farage’s Reform UK.

The polls had in fact been paid for by two undercover reporters posing as a wealthy American benefactor and his son. The pair had offered their support to Reform via Farage’s advisers Dan Jukes and James Orr.

At the time, the BPC said in a statement it was “clear there have been breaches” of the body’s rules and that it would seek further information from JL Partners. The BPC’s own rulebook states that polling companies must disclose who has commissioned their research and that those who fail to do so can be kicked out.

Three people familiar with internal BPC discussions — granted anonymity to discuss a sensitive matter — said members had since urged the industry body to dismiss JL Partners, arguing the pollster, which declined to comment for this piece, had committed a cut-and-dried violation of the rules.

However, the firm has not been expelled more than a month later — prompting concern among some members that the BPC is ill-equipped to deal with any serious misconduct.

One of the people cited above, from a rival pollster to JL Partners, said: “If the BPC isn’t able to kick someone out who’s so brazenly ignoring the spirit of the rules, it does beg the question: what’s the point of it?”

Crisis meeting

Jane Green, the president of the organization, laid bare the scale of the challenge facing the industry body at the behind-closed-doors meeting last week, according to a transcript reviewed by POLITICO.

She told the session that the body was set up to deal with “small, little mistakes” that were quickly corrected, but that anything more contentious would be “a nightmare” to deal with, since the BPC is “essentially a club” in which members have “agreed to play nicely.”

Without naming JL Partners, she argued there is a risk a pollster could take legal action if the BPC attempts to sanction a member — in which case she and other officers would be personally liable and could face losing their homes.

“We’ve risked our own houses, my kids’ Lego budget, all the rest of it, right? This is not cool,” she said.

The Reform UK controversy erupted at a time the BPC had already been planning to set itself up as a company limited by guarantee, removing the risk of personal liability for its officers. It now faces a wider dilemma over whether to continue in its current form or strengthen its ability to hold members to account.

Martin Boon from the public opinion research firm DeltaPoll told the same meeting that the BPC “[doesn’t] have regulatory powers or regulatory budgets, and I think we have to be careful about going down that road,” according to the transcript.

Luke Tryl of pollster More in Common said that “strengthening the complaints bit of what we do” is “really important, because I think people are now looking to the industry [to show] that we are stepping up, we are addressing concerns.”

Several members were adamant during the meeting that the BPC should not broaden its remit, the transcript shows, saying that any regulation should be carried out by the separate Market Research Society, which does hold powers to sanction members and is currently conducting a separate review of JL Partners’ conduct.

However, BPC members also aired reservations at the meeting that the MRS can sometimes be obliged to follow up on “vexatious,” complaints and has “very little experience” of political research.

Green meanwhile told those present that the BPC could struggle to deliver planned training for journalists on Multilevel Regression and Post-stratification (MRP) polls — increasingly used across Westminster — due to a lack of resources.

She said she wanted to see “clear rules of disclosure” on such polls — but cautioned that reduced bandwidth meant the BPC could now find it difficult to lead that drive.

Green also discussed an artificial intelligence agent as a possible answer to the BPC’s lack of manpower, with the tool used to scrape news organizations for political polling to check they have complied with the rules.

‘The industry’s changed massively’

Uncertainty over the future of the BPC is especially vexed as the British polling industry grows and opinion surveys play an increasingly prominent role in elections.

Smaller parties have been gaining ground in the U.K. in recent years, challenging the long-held two-party system and complicating the polling landscape.

ORB International’s Johnny Heald told the meeting of pollsters: “As one of the founding [BPC] members, clearly we set out with very good intentions to be transparent, but the industry’s changed massively … The combined turnover of all companies in this room has got to be hundreds of millions, and our [BPC] income is £4,000.”

In an emailed statement to POLITICO, Green acknowledged that the Reform UK story had “increased the salience of some of the issues amongst members,” but stressed that the BPC had already been working on reforms to its legal structure to better protect officers from legal challenge.

“The BPC doesn’t have professional staff and is run by the three Officers, so we felt there was a need to widen the number of members to increase the resilience of the organisation in cases when officers are working, ill, overseas etc,” she said.

The BPC is, she said, keen to “facilitate a conversation about the nature of the BPC, given its foundations and narrow remit on transparency, and the tenor of the meeting was to retain the existing remit, but with some steps to strengthen, and I was delighted our committee has grown in size now, with a larger team.”

The Ukraine war’s spillover into the Black Sea is creating a growing European security and commercial risk: Drones are hitting ships and killing sailors, grain routes are under strain, and insurers and investors are weighing the cost of operating through Ukraine’s ports.

Five commercial vessels have been hit in Bulgarian and Romanian waters over the past week alone, leaving at least four people dead, several sailors missing and others injured. In response, Black Sea countries Bulgaria, Romania and Turkey have raised the issue at NATO, asking for more focus toward the region and joint support, according to two alliance diplomats.

“The attack within Bulgaria’s exclusive economic zone is absolutely unacceptable. It constitutes a serious breach of maritime and international law and will further jeopardise safe navigation in the Black Sea,” Bulgarian Prime Minister Rumen Radev said on X after the attacks last week.

Russia has been attacking Ukrainian ports and cities in the area since the start of its full-scale invasion. But the recent strikes have brought the spillover into NATO territory. If they continue, EU leaders will face pressure to protect Black Sea shipping and keep Ukrainian trade moving.

Those questions will be top of mind at Thursday’s European Council summit. According to draft conclusions obtained by POLITICO, leaders are expected to discuss the “immediate restoration of safe passage for grain cargo ships.”

A wider problem

Russia is not the only country using naval drones in the Black Sea. Ukraine has also used them against Russian-linked shipping. In June, a Ukrainian sea drone exploded in Romania’s Constanța port after Kyiv said it had veered off course because of Russian electronic interference.

“The Black Sea situation is quite dangerous because attacks are coming from both [sides],” said an EU shipping representative, who was granted anonymity to speak freely. “You have to worry about both.”

Attribution can also be difficult. Bulgarian Prime Minister Rumen Radev said Wednesday that investigators still have not proven that Russia is behind the strikes — although some have attributed his reticence to his broadly softer approach toward the Kremlin.

Drone operations by both Russia and Ukraine are likely to continue as long as each has the money and production capacity to sustain them, said Cristian Vlas, assistant research manager for Eastern Europe at the think tank ACLED.

Oleksii Goncharenko, a Ukrainian lawmaker and founder of the Black Sea Security Forum, told POLITICO that a “serious diplomatic initiative” was needed, bringing together Ukraine, Russia and a third-party guarantor, such as Turkey, “to restore freedom of navigation in the Black Sea.”

Grain routes under pressure

The security risk is disrupting routes that carry Ukraine’s harvest to market, with consequences for EU transport links. Black Sea ports are Ukraine’s main export gateway, handling around 95 percent of the country’s grain exports, as well as significant volumes of iron ore. Shipping traffic has fallen as the security risk has grown.

Some cargo is being rerouted to the River Danube, but capacity there has been stretched in recent months as drought pushes water levels to record lows. Operators are trying to add rail capacity, but that risks moving the bottleneck westward to Romania.

Moving more Ukrainian grain overland also risks reviving tensions with farmers in neighboring EU countries, Vlas said. Romanian farmers have worried that Ukrainian produce meant only to transit could stay on the domestic market, he added, while transport operators are already juggling competing demands for capacity.

Ukraine’s Agriculture Minister Taras Vysotskyi has warned that millions of tons of unsold grain is piling up, and that farmers who can’t sell won’t be able to afford to resow all their land.

Bulgaria is working with Romania and Turkey on a joint initiative to protect freedom of navigation in the Black Sea, which Radev plans to bring to EU leaders on Thursday.

Following the Black Sea countries’ request at NATO, military officials are likely to look into possible options such as shifting counter-drone systems to the region, the two alliance diplomats said. Radev said Sofia will convene his counterparts in Ankara and Bucharest to examine further proposals, while a senior Bulgarian official called for new joint anti-drone systems with Romania, partly financed by the EU.

Investment at risk

The attacks also threaten what had started to look like a renewed bet on Ukraine’s ports. MSC, the world’s largest container line, was among the biggest and newest investors, reportedly acquiring a majority stake in a container terminal at a port near Odesa in May.

Ukraine has also been offering investors a long-term concession at the Chornomorsk terminal near Odesa. This terminal is one of Ukraine’s largest planned port public-private partnerships and part of what is expected to be a multibillion-euro reconstruction effort involving European companies.

But people who work in Ukraine’s ports say the case for rebuilding is collapsing.

“No one is ready to invest and rebuild, since you know that tomorrow there will be another missile, another pack of drones,” Oleg Grygoriuk, chairman of Ukraine’s Marine Transport Workers’ Trade Union, said.

LONDON — Britain has rolled out the royal treatment for Volodymyr Zelenskyy again.

King Charles hosted the Ukrainian president for an audience at Buckingham Palace Wednesday as Kyiv faces renewed tensions with Donald Trump’s White House. It is the latest in a series of meetings where the monarch has sought to champion the Ukrainian leader at a critical moment. 

The pair held discussions in the king’s private audience room for 25 minutes before the Ukrainian leader headed to Downing Street to meet British Prime Minister Andy Burnham.

Zelenskyy later thanked the King “for his unwavering support for Ukraine.”

Charles hosted Zelenskyy at Sandringham in March 2025, days after Trump and Vice President JD Vance publicly berated the Ukrainian leader in the Oval Office, and at Windsor Castle earlier this year after Ukraine, the U.K., France and Germany published a joint statement calling for a “just and lasting” deal to end the war with Russia.

Zelenskyy entered Downing Street flanked by a ceremonial guard from No.12 Company The Irish Guards, something a No. 10 spokesperson said is believed to be unprecedented.

The latest visit comes amid fresh strains over Trump’s approach to Russia and Ukraine, after he criticized Zelenskyy’s leadership and struck a deal with Moscow to lift sanctions on Russian diesel exports. 

It is the first visit to a European capital by the Ukrainian president since Trump made the announcement last Friday, and his third meeting with Burnham.

A Downing Street spokesperson said Burnham and Zelenskyy had reflected on Russia’s “blatant indiscriminate attacks on civilians and energy infrastructure since President Trump called for an energy ceasefire” during their meeting.

Burnham told Zelenskyy the U.K. will continue to develop innovative military solutions for use on the battlefield in Ukraine — including retrofitting British capability onto equipment gifted from other partners, the spokesperson said. He also pledged to continue diplomatic efforts on international supplies of defensive equipment.

In an earlier interview with the broadcaster Piers Morgan, Zelenskyy said Trump’s deal with Russia meant he is “not the right side of history” and said Ukraine is “losing a strong partner.”

He said there had been a deliberate decision by Elon Musk’s SpaceX and the U.S. to block access to the satellite system Starlink, warning “this decision will bring a lot of human losses. Of course, people will die.”

Burnham has so far refused to condemn the U.S. president for making a deal with Russia, telling MPs Wednesday he wants to “try and repair bridges so that the support comes back.”

In an overnight statement issued by No. 10 ahead of the visit, Burnham said: “Our rock-solid support to Ukraine is vital for keeping us safe here in the UK and ensuring those on the frontlines have the equipment they need to push back Russia.

“My message to the Ukrainian people could not be clearer, we are with you for as long as it takes, and we will go further and faster in our support to back your courageous fight for peace in Europe. It is not just the right thing to do, but it’s the necessary thing to do. Russia’s aggression cannot be allowed to succeed on our continent.”

Downing Street said the U.K. prime minister has asked ministers to draw up proposals for further sanctions, military aid, and fiscal packages to support Ukraine in the coming weeks.

Britain will deliver £45 million of surface-to-air missiles and implement a ban on Russian liquefied natural gas (LNG) exports.

Britain will also accelerate deliveries of more than 5,000 Lightweight Multirole Missiles to Ukraine over the next four years with £1.6 billion in funding, Downing Street said.

This developing story has been updated.

LONDON — The Mayor of London Sadiq Khan and U.S. tech company Palantir have agreed to drop legal proceedings relating to a blocked £50 million police contract.

Palantir brought a claim against the Mayor’s Office for Policing and Crime in the High Court in June after Khan’s deputy mayor refused to sign off on the £50 million contract with the Metropolitan Police for the provision of an AI and data analysis service.

In July, lawyers working on behalf of MOPAC in turn accused the Met Police and Palantir of coordinating to fix the outcome of the procurement process in breach of the rules. Palantir claimed Khan’s office had unlawfully blocked the contract over the company’s “values and ethics,” based on media reporting.

A full trial was expected in January but on Wednesday both sides agreed to “settle their differences” and drop the allegations without admitting liability. They will each cover their own legal costs.

In an agreed statement, the two sides said MOPAC’s decision to block the Palantir contract was “not based on Palantir’s values or ethics or any wider reporting about the company,” though MOPAC said it “recognizes Palantir’s concerns that media reporting of a statement from the Mayor’s spokesperson before the decision was taken could have incorrectly created the impression that an assessment of the company’s values had been a factor in that decision.”

“MOPAC’s consideration was based upon its statutory role of examining spend proposals, against the appropriate legal tests and the relevant guidance on procurement, governance, affordability and ensuring value for money for Londoners and in doing so it focussed on the available information at the time,” the statement said.

The settlement also notes that MOPAC is working with Metropolitan Police Service to re-run a competitive procurement for the relevant service, which Palantir will be eligible to bid for.

“MOPAC does not have, and has never had, any policy of not contracting with Palantir,” the statement confirms, while noting the mayor’s duty is to ensure “all procurements are lawful, fair, transparent and deliver value for money.”

“London is the technology capital of Europe, and I am proud that leading software firms choose the city as their home. Palantir makes a significant contribution to jobs and investment in the capital, employing a large number of Londoners whose services have been procured legally by organizations across the U.K. and beyond,” Khan said.

Federal authorities arrested a Saudi national employed at OpenAI and charged him with planting a recording device in a company’s executive conference room, the Department of Justice announced Tuesday.

On or around Sept. 30, OpenAI discovered a sophisticated recording device inserted into the back of a television in an executive conference room located in one of its San Francisco offices. The company determined that the device was installed approximately a couple days prior, concealed in toilet paper. The contents of the device were encrypted, according to the DOJ.

The Department of Justice said in a news release that the employee, Abdulrahman Alfozan, 35, was arrested Friday and appeared in federal court Tuesday. OpenAI confirmed the incident on social media and said that it was supporting the FBI’s investigation.

“We used our models to understand the device and where it had come from, identifying that a specific employee had planted it a few days earlier,” OpenAI said in its statement. “At this time, we have no indications of this individual inappropriately accessing or exfiltrating model weights, source code, or customer data.”

Alfozan used a “productivity tool” to inquire about the company’s meeting rooms, calendars, and “leadership and exec” locations, according to OpenAI’s complaint to the DOJ. A chatbot account associated with his spouse also indicated that the user submitted prompts in September relating to installing and remote accessing a recording device.

The DOJ said that CCTV footage showed Alfozan, who had been employed as an engineer by OpenAI since July 2025, near and inside the conference room on multiple occasions before the device was discovered. Meetings in the conference room “frequently involved discussions of highly confidential technical, commercial, and strategic information, including proprietary research, product plans, and business-development opportunities,” according to the complaint.

The company also discovered another recording device in one of Alfozan’s bags left in the office.

“We referred the matter to the FBI, and we’re grateful to the agents and prosecutors who moved quickly to make an arrest,” OpenAI said. “Our security program is designed to protect against a wide range of threat actors, from insider risks to cybercriminals to nation states, and this case is an example of how AI can help address these sophisticated security threats.”

The Saudi national, who has since been fired by OpenAI, faces a maximum penalty of five years in prison, a $250,000 fine and three years of supervised release if convicted, according to the DOJ.

“For us it is a matter of national security,” U.S. Attorney Craig H. Missakian for the Northern District of California said in a statement. “This arrest highlights our relentless efforts in partnership with the FBI to identify and prosecute those who seek to steal our technology, as alleged in the complaint.”

LONDON — Andy Burnham offered his “rock-solid” support to Ukraine as President Volodymyr Zelenskyy prepares to visit the U.K. Wednesday.

The British prime minister urged international allies to strengthen sanctions on Russia and called on President Vladimir Putin to agree to an energy ceasefire ahead of Zelenskyy’s visit to Downing Street. It will be the first visit to a European capital by the Ukrainian president since Donald Trump temporarily lifted sanctions on Russian diesel last Friday.

In a statement issued by No. 10 ahead of the visit, Burnham said: “Our rock-solid support to Ukraine is vital for keeping us safe here in the UK and ensuring those on the frontlines have the equipment they need to push back Russia.

“My message to the Ukrainian people could not be clearer, we are with you for as long as it takes, and we will go further and faster in our support to back your courageous fight for peace in Europe. It is not just the right thing to do, but it’s the necessary thing to do. Russia’s aggression cannot be allowed to succeed on our continent.”

Downing Street said the U.K. prime minister has asked ministers to draw up proposals for further sanctions, military aid, and fiscal packages to support Ukraine in the coming weeks.

Britain will deliver £45 million of surface-to-air missiles and implement a ban on Russian liquefied natural gas (LNG) exports.

Britain will also accelerate deliveries of more than 5,000 Lightweight Multirole Missiles to Ukraine over the next four years with £1.6 billion funding, Downing Street added.

Chancellor John Healey will use meetings at the International Monetary Fund (IMF) in Bangkok to urge other countries to impose an equivalent LNG ban, arguing it would “curtail the war chest funding Putin so desperately wants.”

European leaders are expected to use a European Council summit Thursday to back stronger sanctions on Moscow after Trump struck a deal with Russia to ease restrictions on its diesel exports.

LONDON — Britain’s spies will have a leading role in Britain’s preparation for AI threats, the head of MI5 announced on Tuesday, after warning the technology could enable terrorists to access bioweapons.

Ken McCallum, director general of the U.K.’s domestic intelligence agency has established the AI Threat Assessment Centre to help determine how the government views potential threats.

Giving his annual threat update from MI5 headquarters in London, McCallum said: “Human history has given us no experience of facing an actor which is smarter than we are, is capable of outthinking us.”

He stressed the “real” risks of AI, saying MI5 has caught terrorists seeking to use AI to “improve their reconnaissance and attack methodologies,” in addition to the danger of AI-enabled drones.

Though it has not yet been “realized,” he said he attaches “the greatest weight” to AI’s potential to “change the stakes on existing or even new bioweapons.”

He said “low-capability” terrorists may get a “capability” uplift if the safety guardrails in AI models don’t work as intended. 

He added that for a long time “many terrorists would dearly love” access to chemical, biological or radiological weapons, but that it has been hard for them to achieve.

“One risk is that AI could enable dangerous knowledge to get into the hands of people who […] didn’t have that knowledge.”

McCallum added that “sober attention” must be given to the risk that “AI could generate novel pathogens not previously seen.” He noted that the government is taking “additional steps” on bioweapons. 

One thing that “does trouble me”, McCallum said, is the pace at which the world is evolving. He noted that the “weird bits inside MI5” that focus on how Britain’s adversaries will act in five years from now are seeing those timelines shortening due to AI.

He said it is now his responsibility to “drag my organization forwards at a faster pace than human beings generally want to be dragged.”

Sifting threats from hype

The new threat assessment centre, known as AITAC, will bring together expertise from bodies including Britain’s AI Security Institute, National Crime Agency, and the National Cyber Security Centre to “separate the bluster from the realities” of AI’s threat to the British public.

This is the third center of its kind MI5 has set up, after creating similar units dedicated to analyzing terrorism and state threats.

Asked how the agency would work, McCallum said it would look at emerging trends and how the U.K. can best think about and prioritize the various manifestations of AI threats. 

Though the government, rather than AITAC, will decide the response to AI, McCallum said it was partly set up to avoid “competitive analysis, slightly conflicting and confusing messages that otherwise might exist, where you have different departments offering their own opinion” on the issue.

He said that it would enable everyone to have “a single version of the truth, a single understanding, a single lexicon, typography.”

McCallum also said MI5 will now give national resilience — such as protecting critical infrastructure, countering cognitive warfare, and addressing technology threats — “front-rank mission status” alongside its twin roles of countering state threats and terrorism.

He noted that MI5 is now devoting more resources to countering state threats than it was during the Cold War, noting an uptick in anti-immigration cases tipping into terrorist intent, while Iran has shifted its ambitions to hit harder targets such as military sites.

LONDON — Nigel Farage on Tuesday defended his party’s proposals to allow the Royal Marines to use “lethal force” against irregular migrants crossing the English Channel.

The leader of the right-wing Reform UK party — who has announced plans to shut down Britain’s asylum system for five years if he takes office — doubled down on his Treasury spokesperson Robert Jenrick’s pledge Monday that if naval officers “need to use lethal force, then they’ll be able to do so” under Reform.

Farage’s political opponents leapt on Reform’s proposals following Jenrick’s comments. Labour Defence Minister Luke Pollard told Times Radio Tuesday morning the plan is “disgusting and illegal” and “abhorrent to British military values.”

“Our Royal Navy are not allowed, as all armed forces are, to accept an illegal order. We do not shoot unarmed civilians. We do not take military action against civilians,” he said.

Farage told LBC Jenrick’s remarks were being “utterly misconstrued” as “anybody wearing British military uniform who gets fired at has the right to respond.”

The Reform chief said there were shooting and stabbings in migrant camps every week. “We are dealing here with very, very serious international criminal organizations,” he argued.

Reform’s blueprint for stopping small boats — Operation Fortress —  was published in August and says “lethal force would be available where lawful and necessary in self-defence or defence of others against an imminent threat to life.”

LONDON — Britain and the European Union will hold their annual leaders summit on Nov. 20 in Brussels.

U.K. Prime Minister Andy Burnham confirmed the date in a statement to the House of Commons on Monday afternoon.

Brussels and London want to use the meeting to sign off new agreements on agri-food trade, emissions trading, and a youth mobility scheme.

Burnham told the Commons he wanted to secure a deal on the agreements — begun by previous Prime Minister Keir Starmer — and then begin a “calm, clear-eyed, rational look” at even closer relations.

“If we are serious about promoting growth, controlling immigration, upholding our values and security, it is a conversation we must have,” he said.

“Sticking with the status quo is not good enough for Britain. Worse, it would be a major dereliction of duty to turn away.”

He added: “Our immediate priority is securing a successful outcome at the summit, and I believe we should then set up a serious dialogue about the different options for our relationship in the long term.”

The prime minister also said the meeting would present an opportunity to “raise our concerns about Made In Europe” — the EU’s program of protectionism which some countries want to exclude the U.K.

Burnham has previously suggested these future options could include rejoining the single market, customs union, or even the EU wholesale.

Kemi Badenoch, the leader of the opposition Conservative party, criticized the prime minister for focusing on the U.K.’s relationship with the EU.

“His exact words earlier this year were, ‘The last thing we should do right now is rerun those arguments,’” she said.

“And yet, here he is unpicking the deal this country signed with the EU a decade after the referendum. He is not going to get a better deal. The EU are tough negotiators.”

She added: “Just like some people thought all of Britain’s problems would be solved by leaving the EU, some now think all our problems will be will be solved by rejoining. Neither of these are serious positions.”

In a statement issued while Burnham was speaking in Westminster, António Costa, president of European Council, which represents EU member countries, said improving cooperation was “essential.”

He said the three agreements under negotiation could be complemented by additional deals on a defence and security partnership, as well as on migration and law enforcement.

“The European Union and the United Kingdom are like-minded partners, united by common values and shared interests,” he said in a statement,” he said.

“Our security and prosperity are closely intertwined, making a strong partnership between us essential.

“By deepening our cooperation, we can strengthen our ability to address the challenges of our time, strengthen our resilience and promote stability in Europe and beyond.”

Costa and Burnham will be joined by European Commission President Ursula von der Leyen at the Nov. 20 meeting. Negotiations have been taking place since the previous summit in May 2025, which was attended by Starmer.

This year’s summit was intended to take place in July but was postponed following the collapse of Starmer’s administration.

LYMPNE, England — A Reform UK government would take a “keen look” at Britain’s support to Ukraine, the populist right-wing party’s leader Nigel Farage said Monday.

Farage said Ukraine is “one of the most corrupt countries on earth” and that he is “very worried” about where some of Britain’s money has ended up — while also acknowledging the threat from Russian President Vladimir Putin is now the greatest it has ever been.

The Reform leader added: “I’ve never said we shouldn’t support Ukraine — ever. But I have said I would like to have a keen look to make sure British taxpayers’ money is not being swallowed up in corruption.”

The Ukrainian embassy in London declined to comment.

The U.K. has committed £25 billion to Ukraine since Russia’s full-scale invasion, according to government figures published in July 2026. That includes £16 billion of military support, up to £5.6 billion in non-military support and a £3.5 billion cover limit for export finance.

Farage was answering questions at a press conference after Donald Trump deepened the gulf between Washington D.C. and Kyiv by saying he would suspend sanctions on Russian diesel exports. After Ukrainian President Volodymyr Zelenskyy criticized the deal, Trump said Saturday: “It’s time for Ukraine to get a new president.”

Farage, an old ally of Trump who previously spoke at his campaign rallies, said he did not agree with the U.S. president’s decision to buy diesel from Russia, but criticized EU nations for “buying vast amounts of Russian petrochemicals” during the course of the war.

Farage also declined to agree with Trump’s call for regime change, saying: “I understand that Trump and Zelenskyy have a somewhat tempestuous relationship, so it’s not any particular surprise. At some point, Ukraine needs an election. That’s true if it is to be a country that aspires to have Western-style values. As to when that election comes, we’ll have to see. After all, we did have an election during World War Two.”

Asked if there is a limit to his support for Ukraine, Farage added: “No one’s support for Ukraine is limitless, is it? Is [U.K. Prime Minister] Andy Burnham’s support for Ukraine limitless? No, it’s not. But do we need to go on supporting Ukraine? 

“Look, this is one of the most corrupt countries on earth. We know that. I’ve been very, very worried about where some of our money has gone. And goodness me, Zelenskyy’s administration has been rocked by corruption claims, which perhaps makes at some point a general election there an important thing to do.

“But I am in no doubt at all that Putin now poses a greater threat than he’s posed at any point.”

Farage accused his critics of a “willful attempt to misconstrue” comments he made in 2024, when he said the eastward expansion of NATO and the EU gave Putin “reason to his Russian people” to justify the war. Farage said at the time: “We provoked this war. Of course it’s his fault — he’s used what we’ve done as an excuse.”

Farage said Monday that he believes NATO has been a “huge success over many, many years” and Britain’s role in the alliance is “a vital one, as a bridge between Europe and America, and keeping America on side with NATO.”

Right-wing rifts

Reform’s opinion poll lead ended in the summer and the party now trails four points behind Burnham’s center-left ruling Labour Party in POLITICO’s Poll of Polls. Polls currently predict that the right-wing vote would be split between Reform and the Conservative Party in a general election, due by 2029.

While Conservative Leader Kemi Badenoch said last week that she would sooner force a second general election than form a governing pact with Reform, Farage said he “would work with anybody from any party” after an election to see his plans through.

Farage was speaking at an industrial estate in Kent to pledge a series of hardline reforms to the migration system, including halting all asylum claims for five years and deporting anyone left on the waiting list for a decision.

Reform officials previously said that Farage planned to meet France’s National Rally Leader Marine Le Pen in late October, around the time the party holds its conference, and that he was examining a possible visit to Ukraine.

Farage avoided saying, when asked by POLITICO, if he would travel to meet leaders of the far-right Alternative for Germany (AfD) party. Instead he appeared to suggest that Reform was a more moderate alternative to far-right politics rising up in parts of Europe.

“I have friends in the AfD. I have some of the AfD I’m less certain about,” he said. “But it is quite ironic when people attack Reform and say Reform is extreme. I’ll tell you what. There is a politics now developing in Europe directly as a failure of migration policy that would make most people in Reform blush. And this is why our fighting the next general election and winning it is so important — because it might just be the last chance to re-establish trust and faith in the electoral system.”

LONDON — Andy Burnham said Monday it would be a “dereliction of duty” for Britain not to seek closer ties with the EU.

In a House of Commons statement reopening Britain’s highly-charged Brexit debate, the prime minister said the vast majority of the public would back a closer relationship with the EU if it helps to control immigration and boost economic growth.

Announcing a long-anticipated U.K.-EU summit will take place on Nov. 20., he said: “Sticking with the status quo is not good enough for Britain. Worse, it would be a major dereliction of duty to turn away. We need to take a calm, clear-eyed, rational look at the world as it is today to consider what is best for our country.”

At Labour’s annual conference last month, Burnham said Britain’s departure from the bloc had done more harm than good.

In subsequent interviews he said it’s possible a future Labour manifesto could include a pledge to hold an “in-out” referendum on rejoining the EU.

The U.K. prime minister addressed MPs after telling the Rest is Politics podcast in an interview aired over the weekend that it is “clear” Russia interfered in the 2016 Brexit referendum.

“I asked the question coming to Downing Street: ‘Was there interference in the 2016 referendum from Russia?’ And I’ve had the clear answer that yes, there was,” Burnham said.

But his spokesperson told reporters Monday:  “We do believe the referendum result to be legitimate.”

Reform UK Leader Nigel Farage, one of the most high profile campaigners for Brexit in 2016, said Burnham’s Russian interference claim was “outrageous” and accused the prime minister of being a “liar.”

At a press conference in Kent, he acknowledged Brexit had led to more inconvenience for some businesses, like the haulage firm where he was giving the speech, but said: “When you have borders to protect your country, there is some level of inconvenience.”

Dan Bloom contributed reporting.

This story has been updated to include comments from Nigel Farage.

The Trump administration moved Friday to temporarily lift sanctions on Russian diesel as President Donald Trump said Moscow had agreed to release large quantities of the fuel and suggested the U.S. could be a buyer.

The surprise move comes as the Trump administration has struggled to bring the record diesel prices — caused by the ongoing war against Iran as well as Ukrainian attacks against Russian refineries — under control ahead of the midterm elections.

In a post on Truth Social, Trump said he had just “concluded a highly successful discussion” with Russian President Vladimir Putin, in which Putin agreed to supply hundreds of thousands of tons of diesel fuel “to the American and Global Marketplace.”

“Between our TOTAL CONTROL of the Strait of Hormuz, and this great announcement on Russian Energy, Diesel Prices for Americans and, indeed, the World, will be COMING DOWN, IN RECORD NUMBERS, AND FAST!” Trump wrote on Truth Social.

The Treasury Department said in a post on X that it was “immediately issuing a temporary general license to allow the supply of Russian diesel to the global market.”

Moscow has restricted diesel exports in recent months as Ukraine has accelerated its attacks on Russian refineries, contributing to the global shortage of the fuel. It is unclear how Russia will supply the large quantities of the fuel promised by Trump with a large chunk of its refineries out of commission.

The European Union and China reached an agreement on Friday that will curb China’s booming hybrid car exports, delivering a breakthrough in negotiations aimed at rebalancing their trade relationship.

The announcement came as Trade Commissioner Maroš Šefčovič wrapped up two days of talks in Beijing, the culmination of a push launched in June to narrow the bloc’s €1 billion-a-day trade deficit with China. 

The deal marks a win for the EU executive, which has been under pressure to secure concessions from Beijing. Going into the talks, France and Germany strengthened Šefčovič’s hand by calling for the EU to take tough action on trade if China failed to curb a growing export glut.

Speaking in Beijing, the commissioner said the two sides had reached an agreement that would help to shield European automakers from low-price Chinese competition. He declined to enter into specifics before EU leaders officially mandate the EU executive to move forward. 

“We have reached a shared understanding to moderate China’s export of hybrids and plug-in hybrids to the European Union. This opens the prospect of cutting China’s exports by more than a half,” Šefčovič told reporters. 

The estimate was based on projections of how Chinese exports would grow over the next four years without the agreement. In practical terms, it would mean that “several millions of car exports from China to the European Union” would be prevented, he explained.

China’s Commerce Ministry highlighted the understanding on hybrids in a parallel 16-point statement, but offered no details on how exports would be restrained. It said the two sides “will continue to strengthen communication and cooperation under the trade monitoring mechanism and further leverage dialogue mechanisms to enhance mutual understanding.” 

Šefčovič declined to elaborate when asked whether the deal would allow the EU to impose safeguards — a mixture of import quotas and tariffs — a step that Brussels has been considering. He said the arrangement would comply with the rules of the World Trade Organization.

First step

Šefčovič said that Beijing had also agreed to lower duties on European goods worth €4 billion, ranging from olive oil to footwear, a move that would save exporters €225 million. 

“It is a crucial first step,” he said. “But only a first step in the process of rebalancing.” 

The Slovak commissioner said he would report back to European Commission President Ursula von der Leyen, along with EU leaders, when they meet for a summit in Brussels next Thursday.

He had focused on cars as a key deliverable going into meetings in Beijing with Commerce Minister Wang Wentao and Vice Prime Minister He Lifeng.

Chinese auto exports to Europe have been booming, accounting in August for one in eight cars sold in the bloc — mainly driven by sales of hybrids. Europe’s own automotive industry is feeling the pressure, with Volkswagen and Mercedes-Benz recently announcing job cuts and plant closures.

Aside from the deal on hybrids, Beijing said in its statement that it was “willing to continue” fast-tracking licenses to export rare earth elements to the EU. Automakers had been forced to shut down assembly lines after China temporarily restricted exports in response to U.S. tariffs last year. China dominates the production and processing of rare earths.

“We have reached a shared understanding to further facilitate China’s export licensing for rare earths and permanent magnets,” Šefčovič said. 

Road ahead

Brussels sees the agreement on hybrid electric vehicles as a blueprint that could be replicated to shield further EU sectors currently under strain, such as chemicals or machinery. The two sides plan to meet again in March 2027, and will hold a video call in January. 

The agreement on one of the EU’s top negotiating targets significantly reduces the risk of an escalation in trade tensions that could have led to a tit-for-tat round of retaliation. It remains to be seen whether the EU will act swiftly on the Franco-German call to empower Brussels to shut out exports from countries that destabilize its single market.

“Public opinion and the leaders clearly expect very fast action from our side. I am glad to say that the Chinese partners appreciated this very strong political argument, and therefore, we can proceed through the negotiated solution,” said Šefčovič.

Other areas of agreement include exploring easier market access for European medical devices, as well as promises by Beijing to scale back sweeping disease-control measures that have restricted European meat and livestock exports. 

While the deal will cool the most immediate tensions, a wider resolution to the economic imbalances that fueled the conflict remains distant. The EU’s trade deficit with China totaled nearly €360 billion in 2025, and is already up 12 percent so far this year.  

China’s automotive exports to the EU, which totaled €15.1 billion last year, are only a fraction of that.

This article has been updated.

LONDON — British Prime Minister Andy Burnham confirmed Friday he will legislate to ease restrictive non-compete clause rules for workers — but stopped short of committing to a ban.

​Burnham said in a speech in Manchester that he wants to “make sure that non-compete clauses will no longer be a barrier to hiring for our most promising start-ups and scaling firms” — but did has yet to set out the extent of the crackdown.

​The scope of the new rules will come later, ahead of legislation. POLITICO first reported the planned crackdown Thursday.

​The government’s action would be the “Bosman ruling for the innovation sector,” Burnham said at a government-backed innovation summit in Manchester. That’s a reference to a 1995 European Court of Justice decision that changed how star players are transferred between football clubs.

​Potential changes to non-compete clauses in workers’ contracts began in 2025 under Burnham’s predecessor Keir Starmer. The proposals ranged from a total ban on non-compete clauses to a partial ban, such as allowing non-compete clauses only for workers earning more than a set salary threshold, or limiting their length.

​The vow from Burnham comes after intense lobbying lobbying for and against the restrictions in workers’ contracts. U.K. tech start-ups claim the curbs are undermining economic growth, while City firms and trade bodies, including TheCityUK and the Managed Funds Association, are against any changes.

BRUSSELS — It was meant to be Europe’s escape from the web of Chinese critical mineral supremacy.

But two years after it took effect, the EU’s Critical Raw Materials Act is not on schedule. Just one in four critical mineral projects granted special status under the law is on track to be ready on time, according to new analysis shared with POLITICO.

On Friday, EU industry chief Stéphane Séjourné will unveil a new list of critical mineral projects that will receive privileged access to funding, accelerated permitting and help from Brussels to find buyers.

The idea is to make Europe a major producer of materials essential to clean energy, tech, and defense manufacturing. It’s currently a heavy importer.

But progress on the first round of 47 projects, announced early last year, offers little hope for the bloc’s ambitions.

“At least one in three mining and processing strategic projects is either late, stalled, at risk, or no longer exists, and only about a quarter are clearly on track,” said Diego Marin, policy officer for raw materials at the European Environmental Bureau, citing publicly available sources. The findings will be published in a report later this month.

Financial, regulatory, and political hurdles are blocking European mining projects, the industry says, despite the Critical Raw Materials Act’s aim to speed up the time it takes to get the shovels in the ground.

The EEB’s findings were echoed in an industry call in August, where 23 projects named in the first round claimed some were facing “immediate jeopardy,” in a letter sent to the Commission and obtained by POLITICO.

Those same companies also believe that announcing more strategic projects will create more problems. However, a Commission official dismissed that claim, saying that some of those projects had received direct funding from the Commission, and claiming the companies believe new projects would “dilute their status.”

The EU unveiled 47 projects in March 2025, covering 14 of the bloc’s 17 designated strategic raw materials—from lithium, nickel, cobalt and graphite for electric vehicle batteries and rare earths for magnets used in wind turbines, to tungsten for military equipment and gallium for semiconductors. It also includes 13 projects from outside the bloc.

These were designed to deliver the EU’s raw materials targets: by 2030, the bloc aims to mine at least 10 percent, process 40 percent and recycle 25 percent of its own needs, while sourcing no more than 65 percent of any one material at any processing stage from a single non-EU country.

Breaking Europe’s dependence on China for key metals is at the heart of the policy, a goal European Commission President Ursula von der Leyen highlighted in her State of the Union speech last month. “We are more than 80% dependent on China for many critical raw materials [and] 90% for some rare earths,” she lamented. 

A Commission official said that if all goes to plan, the EU will meet its 2030 goals for lithium, cobalt and rare earths, but results for other materials are mixed, with shortfalls in nickel processing and recycling and across the manganese supply chain. They did not give hard figures, though.

Industry skeptical

“Unless something happens that is absolutely not foreseen today, we will be far, far away from reaching the targets, even if they are quite low,” said Jan Moström, former CEO of Swedish mining giant LKAB and outgoing president of Euromines. He said better access to financing and faster permitting was key.

The EU is under additional time pressure as a pause on China’s export controls on rare earth minerals is due to expire in January.

Global think tank ODI found in June that “out of 60 projects, 14 are unlikely to contribute by 2030 because their estimated start of production falls between 2029 and 2031,” and that “three out of four are either behind their expected schedule or impossible to verify using up-to-date public evidence” — backing up the EEB’s numbers. 

A European Court of Auditors report this year also revealed that “many projects will struggle to secure supply for the EU by 2030” and that there was “no proper tracking of results.” 

The European Commission questioned the current validity of the ECA’s findings, saying it “audited a period of policy that does not cover everything we’ve done since this mandate. So the Court of Auditors had very relevant points that we took into account in our policy, but should absolutely not be seen as a fair assessment of the work we’ve done with the von der Leyen Commission number two,” said a Commission official. 

Desperate times

Since adopting the Critical Raw Materials Act in 2024, Brussels has rolled out a flurry of initiatives to get projects moving. They include a proposed critical raw materials center, for which Parliament is seeking €2 billion; the “RESourceEU” plan that’s mobilized more than €2 billion; a mechanism to identify suppliers; and plans to revise water rules and speed up environmental impact assessments. 

But industry leaders say the EU is moving too slowly. 

“I’m still to be convinced that it makes any difference,” Michael Staffas, CEO of Swedish miner Boliden, told POLITICO when asked about the benefits of being designated as a strategic project. Boliden’s subsidiary Somincor was granted strategic status for a copper and zinc mine in Portugal. 

The “strategic project” label promised faster permitting and help securing public and private finance, with permitting deadlines of 27 months for mines and 15 months for processing and recycling projects.

“In Sweden you have different authorities that can basically object to a permit process and that in itself creates way longer time than 27 months, just the legislation,” said LKAB CEO Johan Menckel, whose company currently has three strategic projects.

One is the Per Geijer deposit, home to Europe’s largest rare-earth deposits, which the local indigenous Sámi community opposes, arguing it would harm their reindeer-herding tradition. 

The local administration recently recommended that the State Mining Authority grant the concession on the condition that the Swedish company “minimize the impact on the reindeer industry,” but that will be subject to appeal from the Sámi.

Karin K Niia, a Sámi reindeer herder, said in comments that the EU will be complicit in cultural genocide if the project goes ahead. 

Europe’s lithium hope

Europe’s biggest bet to escape China’s foothold in battery metal supply chains is the Barroso lithium mine in Portugal, run by UK-based mining company Savannah Resources. The company says the mine could supply enough lithium for around half a million electric-vehicle batteries a year.

“I don’t think the strategic project stamp and the [Critical Raw Materials Act] have been absolutely essential, but it wasn’t also supposed to be. It was supposed to, in my understanding, be important to set a framework under which Europe can do the right thing faster, better, and for the better benefit of the next generation of Europe,” Savannah’s CEO Emanuel Proença said, calling it just another piece of a very big puzzle. 

Europe’s lithium-refining ambitions are also faltering: France’s Viridian Lithium went bankrupt after failing to secure funding, while Portugal’s José de Mello Group was unable to finance its planned €492 million refinery — despite both projects winning strategic status in the EU’s first round.

Viridian Lithium spokesperson Luc Pez said the strategic project label was a ‘curse.’ 

Rio Tinto’s Jadar project in Serbia, one of the non-EU projects to gain strategic-project status, was meant to provide double Barroso’s lithium capacity and cater to up to 25 percent of Europe’s demand. That, however, was suspended because of permitting issues and became a widely protested project amid allegations of corruption and environmental concerns. 

That reflected the simple fact that people don’t like mines in their backyard — an obstacle for mining projects worldwide, but especially in Europe, which is densely populated and has strong civil society.

“These projects had strategic status, EU money and fast-track permits, and it still wasn’t enough,” said EEB’s Marin. “If the supply push can’t deliver even under those conditions, the EU has to take demand reduction and sufficiency seriously. We can’t permit our way out of a market problem.”

Frida Preuß contributed to this report.

LONDON — The U.K. government is planning to commit to a full or partial ban on non-compete clauses in workers’ employment contracts, six people with knowledge of the discussions told POLITICO.

All six of the people, who were granted anonymity to discuss government policy, said they believed an announcement is due imminently and could be made as soon as Friday. Three of those people said they believed the announcement was likely to be fronted personally by Prime Minister Andy Burnham, who is expected to give a speech Friday.

The government of Burnham’s predecessor, Keir Starmer, set out options in November 2025 to limit the use of non-compete clauses, which aim to restrict a person’s ability to work for or set up a competing business after they leave their job.

The founders of more than 20 U.K. tech start-ups wrote to the government last month saying the restrictions, along with long notice periods and enforced gardening leave, were and “undermin[ing] the innovation that drives economic growth”.

The options set out 11 months ago ranged from a total ban on non-compete clauses to a partial ban, such as allowing non-compete clauses only for workers earning more than a set salary threshold, or limiting their length.

However, two of the six people quoted above said that the government would stop short of backing a specific option at this stage.

Ministers are expected to set out a broad intention of ensuring that non-compete clauses are no longer a hiring problem for start-ups and innovative firms, but finer details will be worked out further down the line in consultation with industry.

No. 10 declined to comment.

The announcement comes after Chancellor John Healey said he wanted to tackle the costs for businesses in his budget on Oct. 28. One of the six people quoted above said: “They want to sell it as pro growth and freeing up the labour market.”

AI Minister Kanishka Narayan said last week that the government was “working extremely rapidly” on potential changes to the system.

Non-compete clauses are common in the financial services industry. The lobby group TheCityUK opposed a ban earlier this year, arguing that non-compete clauses “promote competition and innovation in high-value industries” as they are often the “only way to pre-emptively protect confidential information and intellectual property.”

The government argued last year that even though non-compete clauses are “unenforceable” as a starting point under current law, ministers were “concerned about the behavioural effect of including a non-compete clause in an employment contract. Even if broadly drafted and unlikely to be enforceable, workers may perceive the clause as binding and comply with it for fear of legal repercussions.”

Britain is open to Germany joining the sixth-generation jet fighter Global Combat Air Programme led by the U.K., Italy and Japan, Prime Minister Andy Burnham said on Thursday.

“I’ve indicated to the chancellor in our discussion… our openness to Germany joining GCAP,” Burnham said in Berlin during a meeting with German Chancellor Friedrich Merz.

“That is something we seek to progress in the coming period working with our other partners Italy and Japan in relation to that as well,” he added.

POLITICO reported last month that Berlin has held exploratory talks about participating in GCAP after Germany’s combat aircraft plans with France collapsed earlier this year.

“This is neither a decision nor a preliminary decision. It is a first, small step in Germany’s efforts to seek—and possibly find—partnerships in this area,” said a senior German official, who spoke on condition of being granted anonymity.

“We are at a very early stage in reassessing our options. Germany has not made a decision yet. It is exploring all possible avenues,” they said. “However, you are aware of the chancellor’s position that he favors a European solution rather than Germany acting alone.”

Earlier this year, Canada became the first observer nation in GCAP, which could be a pathway to full future membership. Other possible members include Saudi Arabia.

However, the three GCAP members have been wary of opening the club, worrying about less work for each partner nation or delays to the program.

The CEO of Italian defense firm Leonardo, which is part of the GCAP industrial coalition within the program, said in July that if another country wants to join the program, it needs to happen within the next 12 months.

The British leader also outlined a new partnership with Germany to counter hybrid threats from countries such as Russia.

“The defense ministries have been tasked with exploring ways to expand this partnership,” said the German official.

LONDON — Germany wants the U.K. to raise tariffs on Chinese electric vehicles in exchange for protection from Made in Europe rules, according to a person familiar with Berlin’s position.

Friedrich Merz’s government believes the move would show reciprocity on trade and counter accusations from other EU member states that Britain is trying to “cherry pick” the benefits of EU membership, said the person, who was granted anonymity to discuss closed-door talks.

It comes as Prime Minister Andy Burnham met with the German chancellor on his first official visit to the country this week.

Burnham and Merz were due to talk about possibilities for Britain’s future relationship with the EU — after the British prime minister put rejoining the bloc back on the table of U.K. politics for the first time in a decade.

Berlin’s position on EV tariffs is significant as Germany has broadly backed a tolerant policy towards the U.K. on trade matters since Brexit — in contrast to more hard-line positions taken by countries like France.

The EU is in the process of drawing up new Made in Europe rules that would favor European producers over those outside the bloc — in response to trade practices by competitors like China and the United States.

The U.K. is worried that the measures will hit British business — especially automakers — and wants assurances from Brussels that it will get an opt out. If Berlin gets its way, those assurances could be dependent on emulating EU trade policy with regard to Chinese EVs.

Predatory strategy

Germany’s vaunted car industry, arguably the jewel in the country’s economic crown, has faced stiff competition from Chinese imports in recent years.

EU countries have accused China of dumping low-cost, state-subsidized electric vehicles into the European market and in December 2024 imposed countervailing duties as high as 35.3. percent on some manufacturers.

Industry Commissioner Stephane Séjourné accused China of pursuing a deliberate “predatory strategy” with state subsidies to the tune of €10,000 per vehicle.

The U.K.’s Trade Secretary Jonathan Reynolds told POLITICO last month that the government was keeping tariffs “under review, to be frank, more closely than lots of other issues” and that “different parts of our own sector want different things from” the government’s policy.

Hamish Falconer, the U.K.’s minister for European relations, told POLITICO’s Brussels Playbook Podcast this week that he was “surprised” at reports tariffs might be a condition of Made in Europe opt-outs, adding: “That’s not the kind of conversation that I’m having with my European counterparts.”

Going ahead with higher tariffs risks alienating Beijing, which has expressed serious concerns about the policy. It would also raise the price of electric vehicles on the market, potentially making it harder for the government to meet its decarbonization targets.