Dear Readers,

Economic security has become the defining test of Europe’s strategic agency. The continent remains vulnerable to economic coercion and needs dependable partners to bolster its resilience. One such partner is the United Kingdom, and with Donald Trump’s visit to the UK, the high stakes for how Europe and Britain position themselves in an unsettled global order could not be clearer.

In a recent policy brief, Jake Benford and Anton Spisak outline where closer cooperation between the UK and the EU on economic security is possible. Beyond that, we have launched a confidential and ongoing dialogue format with the European Policy Centre for British and EU participants to explore in which areas both sides can move forward together.

The search for resilience and renewal is not confined to EU–UK relations. It was also at the heart of Ursula von der Leyen’s message in this year’s "State of the European Union" address. “Europe is in a fight” – the Commission President’s words landed with force, since just hours before Russian drones had violated Polish airspace. Von der Leyen left no doubt about the challenge: Europe must renew itself, or risk being squeezed between the great-power politics of others.

Yet, the familiar dilemma of European politics persists. Commission initiatives can only succeed if member states are willing to follow through. Against this backdrop, von der Leyen’s repeated call for unity was logical, though it is doubtful whether it will have real impact. In her op-ed for Handelsblatt, Daniela Schwarzer argues that it is therefore crucial for some member states to step up, assume leadership, and build coalitions behind von der Leyen’s agenda. Germany, in particular, carries responsibility in this respect – especially as France, now on its fifth PM in less than two years, grapples with renewed political volatility. For more on the SOTEU address, eight colleagues unpacked the content from different angles. Find the full set of our analyses here.

Looking ahead, our next issue will feature Claudia-Dominique Geiser’s analysis of the “omnibus” packages – touted by von der Leyen as a success. Do they truly simplify legislation, or do they risk deregulating political objectives? Also in the next newsletter, we are excited to introduce a new tool: the Geoeconomic Interconnectivity Index, measuring the EU’s economic ties with its wider neighborhood in comparison with Russia, China, and the USA. Stay tuned!

Best wishes,

Malte Zabel

Co-Director Europe’s Future Program

 
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Policy Brief | A Missing Pillar: Economic Security in the EU-UK Partnership

Economic security is rising as a strategic EU priority. This policy brief by Jake Benford and Anton Spisak maps shared vulnerabilities with the UK and highlights incentives for cooperation. It argues that pragmatic, step-by-step engagement – especially on China – could build a solid foundation for renewed partnership.
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Picture of Daniela Schwarzer in Handelsblatt-article

Op-Ed | Europe’s Moment of Truth

Daniela Schwarzer argues that Ursula von der Leyen is right to call for ‘a new Europe’. Reflecting on the State of the Union, she urges EU members, above all Germany, to assume responsibility and boost sovereignty so the Union can defend its interests in a power-driven world. (In German)
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Europe Experts Bertelsmann Stiftung

Analysis | State of the European Union Address 2025: Our Experts React

Our experts react to Ursula von der Leyen’s 2025 State of the Union: strong rhetoric on unity, security, and tech sovereignty – but gaps remain on economic policy, trade, and strategy. From defence to competitiveness, her ambitious agenda is, as always, at risk without Member State unity.
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Lucas Resende Carvalho in the German Federal Parliament

Assessment | European Commission MFF 2028–2034 Proposal

The EU plans to modernise and simplify its next multi-year budget, but success hinges on holding onto the proposed modest increase and ensuring any cuts are fair, avoiding harm to areas with the greatest European added value, argued Lucas Resende Carvalho as an invited expert in the Bundestag’s EU Committee last week. (In German)
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Stay tuned

 

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