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Europe
President Trump misinterpreted Vladimir Putin’s comments about nuclear-powered weapons; he reportedly ordered preparations to test US nuclear weapons, sparking Russia and North Korea to signal they might do the same.
Bildt explains how this confusion could reverse 35 years of progress in limiting nuclear tests and destabilize an already volatile world on GZERO Europe.
So let's talk about what both leaders want to get out of the meeting. As with most things in Europe, Russia-Ukraine is going to be a really important talking point, but unlike most leaders in the EU, Orbán is not as keen to end the war. He is very keen to continue importing Russian oil. I think Orbán also wants to demonstrate to Trump that he and other leaders in Europe support Trump's agenda. They share his politics. They subscribe to his worldview and that they can be vectors of influence for Trump within the EU.As for Trump, the consummate deal-maker, he's very keen to sell more liquefied natural gas to Hungary.
But I'm actually a lot less interested in the White House meeting and a lot more interested in what Orbán is leaving behind in Budapest. Orbán is on the verge of losing everything. There's an election in April. And an upstart challenger, actually, one of Orbán's former closest allies, Péter Magyar, has created a new party and looks as if he may topple Orbán's regime.
So what is this challenge today for Orbán? He's faced many opponents before. But unlike those opponents, Péter Magyar also hails from the right. That makes it a lot harder for Orbán to knock him down and say he's a simple liberal and leftist. Magyar has also been able to expose all of the deep-seated economic challenges the average Hungarian is struggling with. Inflation, cost of living, these are issues the Orbán administration has not been able to address.
But think about what this moment means for Europe right now not just for Orbán himself. The far right is ascendant. In France and in Germany, the national rally, the AfD, they are biding their time, hoping that they're going to win power in the very near future. They're going to be looking at Viktor Orbán and his struggles and wondering is he the canary in the coalmine or is he yesterday's news about to fade into obscurity?
All of these ideas are going to be swirling around Viktor Orbán's mind as he meets the most prominent far-right populist Donald Trump in Washington today.
What We’re Watching: Orbán seeks Russian oil carveout from Trump, Nigerien uranium to pass through risky area, Israel hits southern Lebanon
US President Donald Trump and Hungary's Prime Minister Viktor Orbán shake hands as they pose for a photo, at a world leaders' summit on ending the Gaza war, amid a US-brokered prisoner-hostage swap and ceasefire deal between Israel and Hamas, in Sharm el-Sheikh, Egypt, on October 13, 2025.
MAGA’s European hero comes to Washington – with a mission
Hungarian Prime Minister Viktor Orbán will visit the White House today to try to convince US President Donald Trump to allow him to continue purchasing Russian oil despite new US sanctions on Russia’s two largest oil firms. Oil refineries in China and India – the largest two buyers of Russian oil – are already exploring alternatives. But Orbán is hoping he can leverage his personal and ideological connection to Trump to gain a carveout. Landlocked Hungary relies on Russian pipelines for nearly 90% of its oil, though other non-Russian import routes via the Balkans are also possible. With the opposition surging ahead of next April’s election, there’s a lot on the line for Orbán. Will Trump give his mate a favor, or put his foot down?
Will Nigerien uranium reach Russia?
French officials believe Russian nuclear giant Rosatom struck a $170-million deal with the ruling military junta in Niger to purchase 1,000 tons of uranium from a mine formerly run by a French firm. The reported deal is the latest sign of Russia’s growing influence in the region, at the expense of the former colonial power, France. The greater concern with this purchase, though, could be that the uranium will have to pass through areas of Burkina Faso that are controlled by jihadist groups. Islamist militants are gaining momentum in West Africa – they have the Malian capital surrounded – sparking concern among governments in the region.
Israel attacks southern Lebanon
Israel temporarily breached its ceasefire deal with Lebanon on Thursday, issuing evacuation orders before bombing buildings in southern Lebanon it claimed were a part of Hezbollah’s military infrastructure. One person was killed and three were injured, per media reports. The Israeli military said the strikes were due to Hezbollah rebuilding its military capabilities, despite the Lebanese government agreeing to disarm the group. Fears are rising in Lebanon that Israel may resume major airstrikes if Hezbollah doesn’t give up its weapons soon, but Lebanon's government worries about inflaming local tensions if they push Hezbollah too aggressively.
Hard Numbers: Typhoon rips through the Philippines, Europe wants more rail, Israel returns bodies to Gaza, Canada’s Carney unveils first budget
85: A typhoon ripped through the Philippines on Tuesday, killing at least 85 people and forcing roughly 400,000 people to flee their homes – many of which are now flooded. The typhoon is set to continue through other parts of Southeast Asia, including Vietnam, Laos, and Thailand.
€345 billion: Europe may be tightening its internal borders, but it’s still pushing its trains: The European Union on Wednesday laid out a €345-billion ($396-billion) plan to slash train times between major European cities over the next 10-15 years. Under the plan, there will be trains that run at 200 kilometers per hour (roughly 125 mph) between each major EU city.
15: Israel returned the bodies of 15 Palestinians to Gaza on Wednesday, as part of ongoing exchanges required by last month’s ceasefire deal. Israeli authorities have now returned 285 bodies since the deal was signed, though it is not clear how many more they are holding. Hamas still holds the remains of seven Israeli hostages.
CA$78 billion: Canadian Prime Minister Mark Carney unveiled his first budget on Tuesday, which includes new infrastructure spending, funds for the military, and major immigration cuts. However, the budget shows a deficit of $78 billion, the second-largest in the country’s history.
What We’re Watching: Some Americans head to the polls, German U-turn on Syrian asylum policy, Russia may have to find new oil buyers
Democratic candidate for New York City mayor, Zohran Mamdani, votes in the New York City mayoral election at a polling site at the Frank Sinatra School of the Arts High School in Astoria, Queens borough of New York City, USA, on November 4, 2025.
It’s Election Day in the United States
It’s the first Tuesday after Nov. 1, which means it’s US election day. Key ballots to watch include the mayoral race in New York City – where democratic socialist Zohran Mamdani is poised to pull off an upset that will echo into national level politics – as well as state Supreme Court races in Pennsylvania, and ballot initiatives on gerrymandering in California. Don’t forget about the New Jersey governor election either, where GOP nominee Jack Ciattarelli is looking to eke out a victory against Democratic nominee Mikie Sherrill. New Jersey was once reliably blue but has been getting more purple in recent years: in 2020 Joe Biden won it by 17 points, but Donald Trump lost by just four last year.
Germany to end asylum for Syrians
German Chancellor Friedrich Merz says Syrians no longer have grounds for political asylum in his country now that the Syrian civil war is over. Merz called for a repatriation program to ease burdens on Germany and accelerate the rebuilding of Syria, though the United Nations warns Syria still isn’t ready to absorb a large population of returnees. It was exactly ten years ago that Chancellor Angela Merkel declared “Wir schaffen das” (we can do it), establishing a generous asylum policy that welcomed in more than a million Syrians fleeing their country’s horrific civil war. A decade later, with the war over and the far right surging on anti-immigrant backlash, Merz is now saying, “Wir schaffen das nicht.”
Is India buying less Russian oil?
Last month, Trump announced sanctions on Russia’s top two oil companies, in a bid to squeeze the Kremlin’s war effort by scaring off major crude buyers like India and China. Is it working? Preliminary data show India’s imports of Russian oil actually increased slightly in October compared to September. But wait, there’s more: India’s purchases in the second half of October plummeted compared to the first half. That may have something to do with the fact that Trump announced the sanctions on Oct. 23. They don’t take effect until later this month, so we’ll be watching to see what the November data tell us. With Chinese firms now also reportedly exploring alternative sources of oil, Russia may in fact start feeling the effects of US sanctions (for more on this, and whether it would change his approach to Ukraine, read here).
What We’re Watching: Trump threatens Nigeria, Jihadis surround Mali’s capital, Latin Americans back US-led regime change in Venezuela
Farmers proceed to their fields for cultivation under Nigerian Army escort while departing Dikwa town in Borno State, Nigeria, on August 27, 2025. Despite the threat of insurgent attacks, farmers in Borno are gradually returning to their farmlands under military escort, often spending limited time on cultivation.
Trump threatens hit on Nigeria over plight of Christians
US President Donald Trump on Saturday threatened military action against Nigeria, Africa’s most populous country, over the government’s alleged failure to protect Christian communities, who make up nearly half of the country’s 231 million people. Nigerian President Bola Tinubu rejected the claims, which echo a growing concern about anti-Christian violence among the American right, though his adviser said he’d “welcome US assistance” in combating jihadist insurgencies such as ISWAP, which have targeted Christian communities. In addition, there has been a surge in sectarian violence in Nigeria this year, a result of intensifying competition for land and resources between farmers, who are typically Christian, and herders, who are mostly Muslim.
Mali on verge of succumbing to jihadis
Meanwhile, in nearby Mali, jihadis have surrounded and blockaded the capital of Bamako, starving the city’s four million residents of fuel. The militants are now on the cusp of taking power from the Russian-backed military junta there. This is the latest twist in a 13-year long conflict that has featured three military coups, a French invasion, a Russian intervention, a French withdrawal, and a notorious jihadi leader nicknamed “One-Eyed Nelson.” The rise of an ultraconservative jihadist caliphate would subject Mali’s people – especially its women – to immense hardship, while also threatening to create a fresh refugee crisis that could ripple towards Europe. It would also mark a fresh setback for Russia, and could boost jihadist groups that have sprouted in neighboring Burkina Faso and Niger.
Split-screen on regime change in Venezuela
Nearly half of Americans oppose US-led regime change in Venezuela, and just 18% support it, a YouGov poll says. But people in the region see things differently, according to a multi-country Bloomberg study that shows 53% of respondents want Tío Sam to knock out Venezuelan strongman Nicolás Maduro. Mexico is the only country where opposition surpasses support for the idea. Within Venezuela? A plurality said they “don’t know.” The US has recently been striking boats it says belong to drug traffickers tied to the Venezuelan regime. But with more US warships in the region than at any time since the 1989-1990 invasion of Panamá, many are wondering if Maduro’s regime itself is the eventual target. (For more on what that could look like, see here.)
US President Donald Trump (sixth from left) and Japanese Prime Minister Sanae Takaichi (seventh from left) arrive at the nuclear-powered aircraft carrier USS George Washington (CVN-73) in Yokosuka City, Kanagawa Prefecture, Japan, on October 28, 2025.
Last Thursday, US President Donald Trump announced that Washington will restart nuclear-weapons testing, raising fears that it could end a 33-year moratorium on nuclear-warhead testing.
“Because of other countries (sic) testing programs,” Trump said, “I have instructed the Department of War to start testing our Nuclear Weapons on an equal basis. That process will begin immediately.”
What is nuclear testing? Nuclear powers – including the US, Russia, and others – test missiles and other delivery systems regularly. Russia has recently been developing new cruise missiles and underwater drones that are nuclear capable. However, no nation other than North Korea has been confirmed to test a nuclear warhead in over three decades. In an interview aired Sunday on CBS, Trump claimed, “Russia’s testing, and China’s testing, but they don’t talk about it.” Both countries deny the allegation. International agreements from the 1960s ban nuclear testing.
What tests will the US actually conduct? On Sunday, Energy Secretary Chris Wright told Fox News, “I think the tests we’re talking about right now are systems tests... These are not nuclear explosions. These are what we call noncritical explosions.”
Why announce testing now? Trump made the announcement just prior to meeting Chinese President Xi Jinping in South Korea last Thursday. In the past five years, Beijing has doubled its nuclear arsenal to 600 weapons, and the Pentagon estimates that China will have more than 1,000 by 2030. According to the Federation of American Scientists, the US and Russia are still the top two nuclear powers with 5177 and 5459 respectively.
Vice President JD Vance said all three countries have a large nuclear arsenal and that “sometimes you’ve got to test it to make sure it’s functioning and working properly.”
The move comes amidst a disintegrating arms control regime. In the 1970s and 80s the US and the USSR sought to limit the growth of their nuclear arsenals through the Strategic Arms Limitation Talks (SALT) I and II and the INF treaty, which reduced total warhead count and eliminated the development of ground-launched nuclear missiles with ranges of 500 to 5,500 kilometers. In the 1990s and 2000s, the US and Russia concluded three Strategic Arms Reduction Treaties (START) Treaties, ultimately capping the number of deployed strategic warheads at 1,550 each.
But in recent years arms control has been unravelling. In 2019, the US withdrew from a treaty that outlawed intermediate range nuclear missiles, because it said Russia had been violating the pact. Four years later, Moscow suspended its participation in START II and resumed testing nuclear weapons delivery systems.
What risks lie ahead? Trump wants to conduct as many tests as Russia and China “within five years,” which could spur both nations to increase their testing to remain competitive. Daryl Kimball, director of the Arms Control Association, warned that Trump's announcement could “trigger a chain reaction of nuclear testing by U.S. adversaries, and blow apart the nuclear Non-Proliferation Treaty.”
Ending the “testing taboo” could also encourage smaller nuclear nations like North Korea, Pakistan and India, and aspiring nuclear powers like Iran, to engage in testing as well.
And even if testing is confined to new delivery systems alone, the race to develop new, stealthier and more destructive nuclear missiles, rockets, and drones is likely to accelerate.
All of this has scientists considering advancing the hands of the so-called “doomsday clock.” Currently, they sit at 89 seconds to midnight – the closest they have ever been.