Dear Readers,

Last week, the EU finally adopted its 21st sanctions package against Russia—but securing agreement exposed how difficult common European action has become. Greece withheld its approval until it secured an exemption allowing Russian LNG to continue being shipped to non-EU clients, protecting interests in its maritime sector. The compromise preserved unity, but it also exposed a familiar weakness: common European action becomes fragile when its costs fall unevenly and national economic interests take precedence. Europe’s capacity to act depends not only on deciding together, but also on being willing to share the consequences of those decisions. 

China's response reinforced that lesson. After the package targeted Chinese firms accused of supporting Russia’s war effort, Beijing imposed export controls on 14 European entities. Geopolitical decisions can quickly reverberate through supply chains, testing whether Europe has reduced critical dependencies before pressure arrives. 

This is precisely why technological sovereignty should not be confused with self-sufficiency. In their op-ed, Martin Hullin and Constance de Leusse argue that Europe’s goal should instead be the capacity to act: resilient digital infrastructure, shared investment and trusted partnerships that preserve openness while limiting dangerous dependencies.

Resilience is equally at stake in the Gulf. In an interview with SWR Aktuell, Christian Hanelt explains how the war between Iran and the United States is forcing Gulf economies to adapt to growing insecurity. Diversifying trade routes and investing in resilience have become central to that effort. For Europe, these shifts are not remote: they directly affect trade, energy supplies, and economic stability.

The tension between sovereignty and cooperation also shapes Britain’s choices. As Jake Benford writes in his analysis, Andy Burnham’s premiership demonstrates how little Brexit actually settled. Under mounting economic and geopolitical pressure, Britain must balance growth, sovereignty, and immigration with the growing need for closer cooperation with the EU.

Across the Atlantic, political turbulence shows little sign of subsiding. In an interview with Welt, Brandon Bohrn analyses Donald Trump’s national address, which he argues focused largely on unsubstantiated claims of election manipulation rather than substantive policy. His assessment sheds light on both the administration’s political strategy and the state of U.S. democracy—developments that Europe cannot afford to treat as merely domestic American affairs. 

As these contributions show, Europe's resilience will continue to depend on its ability to navigate an increasingly volatile geopolitical landscape.

This is our final edition before the summer break. The newsletter will pause throughout August and return in September. Until then, we wish all our readers a wonderful summer and a restful break.

Best wishes,

Malte Zabel
Director, Europe’s Future Programme

 

Analysis | EU-UK Relations after Starmer: New Management, Old Strategic Bind

Andy Burnham’s premiership highlights how little Brexit settled. As economic and geopolitical pressures mount, explains Jake Benford, Britain faces difficult trade-offs between growth, sovereignty, immigration and closer cooperation with the EU.

British flag and European stars and big ben on the picture.
Interview with Brandon Bohrn

Interview | A Lesson in Disinformation

For Welt, Brandon Bohrn analyses Donald Trump’s national address, arguing that it focused largely on unsubstantiated claims of election manipulation rather than substantive policy. He also discusses what the speech reveals about the administration’s political strategy and the state of U.S. democracy.
Watch here (In German)

Amerian people with voting papers.

How the Brutal ICE Strategy Could Backfire on Republicans

ICE's tactics and unpopularity are putting Republicans under pressure ahead of the U.S. midterms. Brandon Bohrn contributes his analysis to this overview. He explains why the party remains loyal to Donald Trump’s immigration agenda despite mounting controversy—and where the policy could become an electoral liability.
Read more (In German)

 
Christian Hanelt at the picture.

Interview | Iranian Attacks on the Gulf States: How Difficult is the Economic Situation?

How is the war between Iran and the United States affecting the Gulf economies? In an interview with SWR Aktuell, Christian Hanelt explains how the Gulf states are adapting to growing insecurity by diversifying trade routes and investing in resilience—and what this means for Europe’s economy and energy security.
Listen here (In German)

Globe viewed from the outside, with dots representing AI connections.

Op-Ed | From Sovereignty to the Capacity to Act

Artificial intelligence is reshaping Europe’s technological sovereignty debate. Martin Hullin and Constance de Leusse argue that the goal should not be self-sufficiency, but the capacity to act—through resilient infrastructure, shared investment and trusted partnerships that reduce critical dependencies while preserving openness.
Read more (In French)

 

Stay tuned

 

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