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Can Syria rebuild to welcome returning refugees?
Carl Bildt, former prime minister of Sweden and co-chair of the European Council on Foreign Relations, shares his perspective on European politics from San Francisco, United States.
with all of the millions of Syrian refugees that you find in Europe, what's got to be the consequences for them of the fall of the Assad regime?
Well, the first thing that's happened is that European countries have imposed new asylum applications from Syria. That's fairly logical. But the bigger question is, of course, to which is that it will be possible for these people to return. Very many of them want to. There have been a huge number of people who've already returned, primarily from Turkey. But that's going to be dependent upon stability in the governance of Syria. That's still an open question for that. And secondly, economic reconstruction. That is both humanitarian aid and then lifting eventually the economic sanctions so that there is the possibility of bringing the country back again and people having the possibility to go back. Let's see, let's hope, and let's work on that.
What's the nature of the big agreement that is now being concluded with the European Union and the Mercosur countries of South America?
It's been negotiated for a very long time. It's a free trade agreement. It's a partnership agreement. It is going to be the biggest such in the world. It's two huge economies. Significant benefits in reducing trade and opening up for more of trade to the benefit of the European economy, to the benefit of the economies of the Latin American countries. There's still opposition to it in some European countries, notably France. That has to do with the French farmers fearing competition from more competitive Brazilian perhaps beef or whatever it is. That, has to be said, is something that is good for the European consumers. So slight battle ahead inside the European Union, but hopefully it will go through. And as I said, the biggest such deal that the world has seen so far.
What France's government collapse means for Macron and Europe
Carl Bildt, former prime minister of Sweden and co-chair of the European Council on Foreign Relations, shares his perspective on European politics from Parma, Italy.
First question, obviously, is what's happening in France?
The Barnier government didn't last more than 57 days. It was brought down by the populists of the right and the populists of the left. And Barnier tried to do what needs to be done. Bring the French budget under control. They have a deficit of roughly 6% of GDP. That's double what is allowed under the European Union rules and they were headed to 7%. He had proposed a budget of tax cuts and expenditure cuts, take it down to 5%, which is too high anyhow, and brought down. So what will happen now? Well, Marine Le Pen would like to get rid of Macron. I think that's unlikely to happen in the short perspective anyhow. And Macron, the president, will have to find a new prime minister and a new government. That will take its time. And from the wider European perspective, of course, less than ideal. We have an extremely weak government in Germany heading for elections and likely to lose that particular election. We now have a situation where France doesn't have any functioning government either, and we have things happening on the other side of the Atlantic.
Second question, is there any way for the European Union and other Europeans to influence the course of events in Georgia?
Well, one would hope so, but I think prospects are not particularly good. We have an increasingly seemingly authoritarian, I would call it, government leaning towards some sort of, call it, Putin-esque regime, consolidating power using violence, have evidently falsified and rigged elections to a very large extent, and intending to stay in power. And now, we have a fairly significant popular opposition developing on the streets of not only Tbilisi, but several other Georgian cities. Will that result in violence? Will that result in some sort of accommodation? Will that result in it all being repressed? We don't know. EU will have to, and America as well, contemplate sanctions and other measures in a fairly short period of time in order to have any possibility of influencing the course of events. Otherwise, I fear the prospects are rather grim.
Leaders of Poland, Nordic & Baltic countries affirm strong support for Ukraine
Carl Bildt, former prime minister of Sweden and co-chair of the European Council on Foreign Relations, shares his perspective on European politics from Northern Italy.
What was the purpose of the big leaders meeting in Sweden today?
Well, it was not entirely unique, but highly important meetings of the Nordic countries, the Baltic countries, and Poland. It's eight countries in total that came together on the leaders level in order to, first, of course, to say that we do support Ukraine and we are ready to do more, to say that we are ready to do more for defense. And these are countries, you should know, that they're all well above the 2% target of defense spending. Poland is above 4%, even. These are also the countries in the world that are the highest in terms of their proportion of GDP in terms of supporting Ukraine.
So the fact that they came together today to say this, "We are ready to do more to support Ukraine, we are ready to do more to reinforce our defense and security," was, of course, a strong signal of reassurance to Ukraine, a signal of some sort of political deterrence to Russia, but of course was also a signal of sorts to the United States and the incoming Trump administration that, "Here we are. We ready to do our part. We've already done it and we're ready to do more."
What is the nature of the political transition ongoing in the European Union?
Well, it's going amazingly well, against expectations, I have to say. All of the proposed members of the European Commission have been approved by the European Parliament. The entire commission has now been approved in a vote. So the commission comes into force, the sort of second Ursula von der Leyen Commission on the 1st of December. That's also the date when the new president of the European Council, António Costa, takes over. So by December 1st, the entire European Union transition is there, and the European Union is institutionally ready for the next five years. It will be demanding, yes.
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Europe's biggest concerns about Trump's return
Carl Bildt, former prime minister of Sweden and co-chair of the European Council on Foreign Relations, shares his perspective on European politics from Delhi, India.
Is Europe prepared for a Trump presidency?
And that's of course the big issue around every capital of Europe. There are two major issues and concerns.
One of them, obviously, the Russian war against Ukraine. What will be the US policy? Trump has promised to make peace within 24 hours. That's not going to happen. Putin is determined to continue this particular war. What would be the consequences then? Is Trump going to throw Ukraine under the bus, abandon support and thus abandon de facto concerns for the security of Europe? How would Europe react to that big issue?
Second big issue, tariffs. Trump has said that tariffs is the word that he loves most of all words. And he said that he's going to impose 10, 20% tariffs on all imports and far more on imports, of course, from China. That's going to have hugely negative effects for the global economy, also for the European economy, US economy and everyone else. What's going to be the European reaction to that? Counter tariffs or trying to line up with other global trade actors to preserve as much as we can, open up a big global trading system? Huge issues. No answer until by January 20th we know what the Trump administration is going to do. One conclusion, fairly obvious; we better buckle up.
The 2024 Paris Peace Forum faces a dysfunctional global order
The 7th annual Paris Peace Forum is getting underway, convening diplomats, academics, and private sector leaders tasked with finding solutions to mounting global crises before conflicts erupt. Spoiler alert: That mission has not been accomplished.
The Forum’s theme is “Wanted: A Functioning Global Order,” and will focus on topics such as the wars in Ukraine and the Middle East, funding for climate action, and countering disinformation and digital attacks to restore trust in cyberspace.
These conversations are particularly fraught following key political developments last week—Donald Trump’s clear victory in the US presidential election, and the collapse of German Chancellor Olaf Scholz’s coalition government following months of economic crisis. Both of those signal more unpredictable times to come for European politics.
GZERO’s Tony Maciulis is on the ground at the Paris Peace Forum for our Global Stage series, and interviewed Justin Vaisse, the organization’s founder and Director General. Top of mind for Vaisse, of course, was Trump’s election and what it means for Europe.
“I don’t think Trump will simply throw Ukraine under the bus,” Vaisse said. “The conclusion is still, however, that Europe should be ready to support Ukraine by itself. Whether it can is another question, but it should be ready.”
Check out Tony’s full interview with Justin Vaisse here, and look for more coverage of the Paris Peace Forum from GZERO this week.
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Ukrainian President Volodymyr Zelensky (L) and former President Donald Trump, meeting in New York City on Sept. 27, 2024.
How will Trump 2.0 approach foreign policy?
Donald Trump’s return to the White House will have massive geopolitical implications. During his first term, Trump’s chaotic foreign policy was driven by his “America First” philosophy, which combined a transactional view of alliances and an isolationist-leaning skepticism about US involvement in foreign conflicts. He withdrew from major agreements, routinely insulted allies (often via tweets), questioned the value of NATO and the UN, launched a trade war with China, cozied up to authoritarian adversaries, and was viewed as an untrustworthy leader across the globe.
Given the tumultuous nature of his initial four years in office, the world is now bracing for the impact of Trump’s return.
Here’s a closer look at what we can expect from Trump on some of the biggest foreign policy issues.
China
Trump 1.0 took a hardline approach to trade with China, which he holds responsible for draining American manufacturing jobs. He imposed several rounds of tariffs that were continued by the Biden administration.
The president-elect has threatened to raise those tariffs further – up to 60%. China, which has been struggling economically, is ramping up exports in order to get ahead of any Trump 2.0 tariffs.
Trump has also threatened to revoke the CHIPS Act, a law signed by President Joe Biden to increase competitiveness with Beijing in the semiconductors race by offering billions to companies that produce in the US. Trump says he prefers to simply slap tariffs on Chinese chips directly.
Taiwan
Trump’s victory is making Taiwan anxious, amid questions over whether he’ll continue to support the self-governing island democracy as it contends with an increasingly aggressive China. The president-elect has called for Taiwan, which Beijing views as a breakaway province, to begin paying the US for defense. By law, the US is committed to providing Taiwan with defensive weapons. The island purchases billions in arms from the US.
Trump has also accused Taiwan, the world’s biggest producer of semiconductors, of stealing the US’s “chip business.”
When asked in October whether he would use military force against a Chinese blockade of Taiwan, Trump said, “I wouldn’t have to” because Xi “respects” him and knows he’s “f— crazy.”
The Middle East
Trump’s election victory is good news for Israeli Prime Minister Benjamin Netanyahu. During his first term, Trump took numerous steps that aided Netanyahu’s agenda. He controversially moved the US embassy to Jerusalem, recognized Israel’s annexation of the Golan Heights, and said the US no longer considered Israeli settlements in the occupied West Bank as illegal under international law. Bibi in a tweet celebrated Trump’s win as “history’s greatest comeback!”
Trump will likely be even more pro-Israel than Biden – former CIA Chief Leon Panetta has even said he expects the president-elect to give Netanyahu “a blank check.”
But Trump has also expressed a desire for a quick end to the war in Gaza and has vowed to bring peace to the region. At a minimum, his election win gives Netanyahu room to delay any cease-fire deal until after Trump’s inauguration.
Saudi Arabia is also likely pleased to see Trump return. He stood by Saudi Crown Prince Mohammed bin Salman in the aftermath of the kingdom’s brutal murder of journalist Jamal Khashoggi, and derailed efforts in Washington to punish Riyadh. Trump could potentially use his strong ties with Saudi Arabia to foster a deal that would see the oil-rich country normalize ties with Israel — though the Saudis still say this won’t happen until the issue of Palestinian statehood is resolved.
Trump’s win also has significant implications with regard to Iran, which is currently locked in a tit-for-tat with Israel that has fueled fears of a wider war in the Middle East.
The US and Iran were on the brink of war under Trump after he ordered the strike that killed Qassem Soleimani, a top Iranian general. Tensions were already high at the time due to Trump’s decision to withdraw the US from the 2015 nuclear deal with Iran and reimpose harsh economic sanctions in a failed bid to get Tehran to agree to a stricter deal.
Trump has pledged to avoid new wars in his second term and in September signaled he was open to talks with Tehran to achieve a new agreement to ensure Iran doesn’t develop a nuclear weapon. But if he once again pursues a “maximum pressure” strategy, it could raise the risk of conflict.
Ukraine
Trump has pledged to end the war in Ukraine “in 24 hours,” but he hasn’t elaborated on how he’ll accomplish this.
As a result, his victory ushers in a new era of uncertainty for Kyiv. Trump, who’s repeatedly praised Russian President Vladimir Putin, opposes continued US support for Ukraine’s war against the Russian invasion. The Ukrainian military would struggle to sustain the fight without continued US assistance.
The dynamic between Trump and Ukrainian President Volodymyr Zelensky is awkward. Trump’s first impeachment in 2019 was tied to his decision to freeze aid to Ukraine as he pressured Zelensky to launch an investigation into Biden over bogus corruption allegations.
Trump has also blamed Zelensky for the war with Russia, though it was Putin who ordered the Russian invasion of the former Soviet republic.
But Zelensky on Wednesday said he had a “great” conversation with Trump as he congratulated him on winning the election. “We agreed to maintain a close dialogue and develop our cooperation. Strong and steadfast US leadership is vital to the world and to a just peace,” he added, praising Trump’s “peace through strength” approach to global affairs.
Putin on Thursday also congratulated Trump, praising him as a “brave man.” The Russian leader added that what Trump has said “about the desire to restore relations with Russia, to help end the Ukrainian crisis, in my opinion, deserves attention at least.”
Mexico
The US-Mexico relationship could suffer under Trump, who routinely rails against the country in relation to immigration, has pledged to conduct mass deportations, and has even suggested the US should use military force against Mexican drug cartels.
Trump has threatened to impose tariffs on America’s southern neighbor — and largest trading partner — even though this would potentially violate the trade deal that he negotiated with Mexico and Canada while in office.
Mexican President Claudia Sheinbaum is so far playing it cool in the face of these threats. On Wednesday, Sheinbaum said Mexicans have “nothing to worry about” over Trump’s election win.
“We are a free, independent, sovereign country and there will be good relations with the United States. I am convinced of this,” Sheinbaum added.
Europe
Trump’s victory raises many questions about US relations with Europe. Amid ongoing economic woes across the continent, European leaders are unsettled by Trump’s threat to apply blanket tariffs on goods imported into the US. But it remains to be seen whether Trump will make good on this.
Trump frequently clashed with European allies during his first term, using unprecedented and alarming threats to withdraw from NATO altogether as a means of getting them to spend more on defense as part of the alliance.. His win is sparking fresh conversations about the need for Europe to be less reliant on the US for defense.
NATO chief Mark Rutte on Thursday said Trump was “right” to pressure NATO countries to spend more on defense. The NATO chief said he was “looking forward” to sitting down with Trump to discuss issues of concern to the alliance.
Meanwhile, the far right prime minister of Hungary, Viktor Orban, celebrated the US election result as a “much needed victory for the world,” though on Thursday he cautioned that trade relations with a more protectionist administration “will not be easy.”
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Europe's reaction to US election win: Gloom and despair
Carl Bildt, former prime minister of Sweden and co-chair of the European Council on Foreign Relations, shares his perspective on European politics from Stockholm, Sweden.
This is Carl Bildt in Stockholm. I’m going to do one question this morning.
What’s the mood on this side of the Atlantic after the US election?
Well, I think it can be summed up fairly shortly: gloom and despair in Brussels and Kyiv, jubilation in expectations in Budapest, and a determination to press on in Moscow and Tel Aviv. That’s roughly, it.
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Aubrey and Taylor Endicott cast their votes while their children, from left, Sterling, 5, Adelaide, 3, and Lincoln, 7, wait patiently under the voting tables at Shawnee Heights Middle School on Tuesday, Nov. 5, 2024.
What to expect when the US is expecting
In making her final pitch to American voters before 75,000 attendees on the National Mall, Vice President Kamala Harris closed by declaring: “The United States of America is the greatest idea humanity ever devised.” While undoubtedly hyperbolic, Harris’ remarks point to the heart of what is at stake in the US election: For the US and other countries with elected leaders, Tuesday’s election represents a referendum on the future of democracy. Will it come away battered, or will it remain intact?
Harris hopes American voters place system over self – rights over kitchen table issues. Only with hindsight will her campaign find out whether this was a winning strategy.
Still, one of Europe’s most frequently repeated questions about the US election is whether we will see a repeat of Jan. 6, 2021. Watching Americans climb their Capitol building shocked the international audience. While observers abroad may not fully agree with Harris’ declaration, seeing the fissures in the US democratic system laid bare that Wednesday in January shifted perceptions of what was possible in America. If the US could come under attack from within, where next? If the US could not uphold its democratic promise, who could?
Although many Americans have hoped to tuck aside the storming of the US Capitol as a 2020 election “one-off,” the sentiment of that day has lingered. Former President Donald Trump and his running mate, Sen. JD Vance, routinely claim that the 2020 election was stolen and that Trump never lost. At a Pennsylvania rally over the weekend, Trump lamented that he “shouldn’t have left” office in 2020. Three years after the Jan. 6 riot, polling found that roughly two-thirds of Republicans still did not believe President Joe Biden was legitimately elected, a proportion that has grown since 2021.
According to the Brennan Center for Justice, “extensive research reveals that fraud is very rare, voter impersonation is virtually nonexistent, and many instances of alleged fraud are, in fact, mistakes by voters or administrators.”
Yet, at his final major rally at Madison Square Garden, Trump warned his supporters, “We must defeat Kamala Harris and stop her radical left agenda with a landslide that is too big to rig.”
This leaving open the door to the risk of fraud, a stolen election, and “a rig” – whether valid or not – makes clear that should Trump lose when all the votes are counted, he will not go quietly. Nor will his supporters.
Trump is right to point out that the margin of victory this week will be pivotal for what happens next. Democracy is a system in which groups lose elections and accept the election results. Losers consent to being losers in any given election because they believe they will have the opportunity to participate in the next cycle. Losers withdraw this consent, however, when they come to believe that the institutional framework will not allow them to become winners – the system is rigged against them.
With the 2020 election still so salient, Trump and his supporters are primed to interpret any small loss in today’s election as evidence of the big rig. A narrow margin of victory that delivers Harris 270 electoral college votes likely represents the most volatile outcome of today’s election. For those forces unleashed in 2020 and still itching for a fight, a small Harris victory – perceived by them as improbable – is an easy mark. A wide margin of victory for Harris presents its own potential for criticism, especially as both aggregate national and swing state polling have consistently been so close. But should Harris pull off a meaningful polling surprise, it may suck the air out of the fraud argument and deflate the Trump world.
Given that Trump is not currently president and does not hold the reins of office, a replay of Jan. 6 is remote, but a flood of legal cases and calls for recounts is certain. Disturbances at courthouses and state government buildings should also be expected. Challenges within Congress around vote certification, especially should Republicans retain the House and regain the Senate, will be set in motion. And where there is disaffection, as there is in this post-pandemic, hyper-polarized political moment in the US, political violence cannot be ruled out.
We are in for a wild finish. What happens between today and the full results, and between the full results and Inauguration Day, Jan. 20, 2025, will be fluid. Many ideas are at stake, not the least of which is the foundational idea of democracy itself. As the US votes, the world holds its breath.
Lindsay Newman is a geopolitical risk expert and columnist for GZERO.
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