Dear Readers,

Last week's Anthropic decision by US President Donald Trump and this week's G7 summit in Évian are two examples of volatile US policy which remind Europeans that they need to strengthen their sovereignty while keeping transatlantic cooperation alive where interests align. Six months after the publication of the Trump administration’s National Security Strategy and its National Defense Strategy, my colleagues Brandon Bohrn and Peter Walkenhorst assess what an unpredictable and more fragmented US policy landscape means for Europe. They point out how urgently European governments need to strengthen strategic resilience, define common red lines and engage more broadly across the American political system while preserving cooperation where interests continue to align.  

Ukraine’s future as part of a new European security order is one of the key challenges Europeans need to tackle. While Ukraine’s EU accession is increasingly seen as a geopolitical necessity, it raises profound institutional questions. Against the backdrop of recent proposals for interim or associate forms of integration – including ideas put forward by Chancellor Friedrich Merz and the ongoing debate in Brussels on how to combine accelerated integration with a merit-based accession processMiriam Kosmehl and Christoph Michailow propose a pathway that bridges this gap. Their concept of political membership would deepen integration in areas such as security and reconstruction while supporting continued reforms on the road to full accession

Europe’s ambitions, however, must be matched by resources. As negotiations on the next seven-year EU budget are under way, Anna Heckhausen highlights the emerging fault lines among member states. More than a budget debate, this is a question of whether Europe can equip itself for the challenges ahead. 

Over the past years, I have shared this bi-weekly newsletter on our activities with the two Europe Directors at BSt, Lucas Guttenberg and Malte Zabel. This is my last newsletter editorial as I will be leaving the Bertelsmann Stiftung at the end of this month for a new endeavor in Berlin. It has been an honor to work with such a dedicated team at the Stiftung and with partners across the EU. I remain deeply convinced that Europe can and must stand its ground while being challenged from within and from the outside. Europeans can and should act with greater confidence, creativity and dedication. Europe needs to shape its own future now to become a stronger, democratic power in the world. 

I would like to thank you for your interest in BSt Europe's work, your trust, and the inspiring exchanges I have had with many of you. While I will continue to support a stronger Europe through research, policy work and contributions to the public debate from my new position, Malte and Lucas will continue to share the program’s research, analysis and perspectives with you in this newsletter. Let's all continue to give our best for a strong, sovereign, competitive and democratic Europe! 

Best wishes,

Daniela Schwarzer  

Member of the Executive Board

 
Puzzle with Europe flag and Ukrainian flag

Policy Brief | Political EU Membership as a Bridge Out of the Geostrategic Grey Zone

Ukraine’s accession is both a geopolitical necessity and an institutional challenge for the EU. This new policy brief by Miriam Kosmehl and Christoph Michailow proposes a form of “political membership” as a bridge to full accession, combining deeper integration in security, reconstruction, and other key policy areas with continued reforms. They argue that Germany can play a leading role in shaping this pathway and securing support across Europe.
Read more

Europe and US puzzle connection

Policy Brief | Six Months After the National Security Strategy and National Defense Strategy

Six months after the publication of the Trump administration’s National Security Strategy and National Defense Strategy, Europe faces a more volatile and fragmented U.S. policy landscape, write Brandon Bohrn and Peter Walkenhorst. Their new analysis argues that European governments should strengthen strategic resilience, define common red lines, and broaden engagement across the U.S. policy landscape while preserving cooperation where interests align.
Read more

 
Budget EU's Next Budget

The First Negotiating Box for the EU’s Next Budget

The Cypriot EU Presidency has unveiled the first figures for the EU’s next seven-year budget. Anna Heckhausen identifies several points of tension between member states in her quick analysis. She writes that while Germany, for example, is likely to view the proposed overall budget cuts as too modest and see the cuts to competitiveness funding as too great, it would welcome the commitment to begin repaying NextGenerationEU debt in 2028.
Read more

Coverpicture of the film Lithium Rising

Film | Lithium Rising Now Available Online

Now available to stream online, the Bertelsmann Foundation documentary film Lithium Rising, by Samuel George, explores the global competition for the critical minerals powering the clean energy transition. Filmed across five continents, the documentary examines the geopolitical, environmental and social consequences of extracting lithium, cobalt, and copper, and asks whether a greener future can be built without repeated injustices.
Watch here

 
Flroian Kommer at RTS Morning TV

Interview | EU Enlargement and the Western Balkans

Florian Kommer spoke on Serbian television about the current momentum in the EU enlargement debate. He highlights the tension between the geopolitical need for enlargement and growing concerns over the EU’s ability to function with more than 30 members. Florian also points to the importance of gradual integration, while stressing that the EU must clearly communicate that full membership remains the ultimate goal.
Watch here

Etienne Höra citation

The EU Needs Partnerships Beyond the US and China

Our colleague Etienne Höra reflects on recent Franco German discussions at Stiftung Genshagen on how the EU can build more effective global partnerships in a changing geopolitical environment. With energy partnerships as one key focus, he highlights why the EU must navigate difficult trade-offs while staying true to its values, remain consistent in long term cooperation, rethink value creation with partner countries, and strengthen its own internal foundations.
Read more

 

Stay tuned

 

Thank you for reading this edition of our BSt Europe newsletter!

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