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Ukrainian President Volodymyr Zelensky meets with US Army Secretary Daniel Driscoll amid Russia's attack on Ukraine, in Kyiv, Ukraine, on November 20, 2025.
What We’re Watching: Kyiv gets a nugget US peace plan, Election day in Guinea-Bissau, Two men from Queens meet at the White House
A nugget for Kyiv in the US plan for ending the war
The United States’ 28-point plan for ending the war in Ukraine appears to contain many items from Russia’s wish list, but it has emerged that it also has something for Kyiv: a security guarantee akin to NATO’s Article 5, which says that an attack on one member state is an attack on all. The US and its European allies would be part of this guarantee. Ukrainian President Volodymyr Zelensky, who faces domestic pressure over a corruption scandal, said on Thursday he’s willing to engage with the plan – although he did draft a statement with European leaders that disavowed parts of the proposal. The Kremlin said it hasn’t formally received the plan.
This West African incumbent may struggle to win reelection
Guinea-Bissau, a West African country of two million people that plays a central role in global cocaine trade, is holding the first round of its presidential election this Sunday. One-term incumbent Umaro Sissoco Embalo faces fierce competition from opposition leader Fernando Dias, who has centered his campaign on security and keeping soldiers out of politics – a rather tough challenge in a country that has had several military coups. The issue hasn’t gone away, either: there was reportedly a coup attempt this year. Most incumbents have won reelection on the continent this year, often amid reports of vote-rigging. Will it be different in Guinea-Bissau?
Two men from Queens walk into the Oval Office
New York City mayor-elect Zohran Mamdani is heading to the White House today to meet with Donald Trump, setting the tone for the relationship between the leader of the US’s biggest city and the US president – and there’s plenty that could go wrong. While they both hail from Queens, they represent movements on vastly different sides of the political spectrum. If things go south, Trump holds a more powerful hand: he has threatened to cut off funding for the city, flood its streets with ICE agents, and send in the national guard. While Mamdani may hesitate to provoke the president, he’ll lose his base if he’s seen as cowing to the president.
Graphic Truth: Europe tries to fill US void in Ukraine funding
Under former President Joe Biden, the United States had been a major supporter of Ukraine, handing more than €100 billion to Kyiv in cumulative financial, humanitarian and military aid. In 2024, the US gave more to Ukraine than all of Europe combined. That has changed since US President Donald Trump took office, with Washington halting most forms of aid to Ukraine (it does still offer some military support, and has handed weapons to Ukraine via money allocated during the Biden administration). Europe has tried to fill the void, as the graphic shows, but there are concerns the European money well is starting to dry up.
In Hungary, Orbán's grip on power is slipping
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.
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.
PUPPET REGIME: Putin hears he will lose all of Ukraine
Drone wall plan tests Europe’s cohesion
First there was the Russian drone in Poland. Then Romania. Then Russian jets flew into Estonian airspace, while some unmanned aerial vehicles (UAVs) shut down Denmark’s airports.
In recent weeks, Russian aircraft have been illegally violating European airspace with greater frequency and boldness.
What are the Europeans going to do about it? One possible answer emerged last week, when the European Commission announced it would explore building a so-called “drone wall,” an air defense system involving radars, sensors, and missiles that aims to detect and destroy drones that pass through Europe’s eastern borders.
One former NATO leader suggested the wall could be operational within a year.
The idea for a drone wall, though, will test Europe’s – and, more broadly, NATO’s – ability to agree on the system’s costs, deployment, and even its purpose. The subject will be one of the hottest items on the agenda as European Union leaders meet in Copenhagen this week to discuss the continent’s collective defense.
Eurasia Group’s Europe Director Jan Techau said there are a few different paths that Europe could take. It could build a drone wall along NATO’s eastern flank that would involve shooting down UAVs, create a system that merely jams Russian drones to make them inoperable, or simply boost drone defenses as part of a broader effort to update Europe’s air defenses across the continent.
“The big, decisive question is,” said Techau, “when the EC’s defense chief Andrius Kubilius brings the defense ministers together in Brussels for an EU defense ministers meeting, how much support will [the drone wall] get?”
Some, such as German Defense Minister Boris Pistorius, are already pouring cold water on the idea, arguing this week that it would take at least three or four years to build such a defense mechanism.
“Drone defense, of course,” he said, “but not by a drone wall.”
There are also questions over the rules of engagement for any new anti-drone defenses. If a Russian UAV enters NATO airspace, it’s “fair game” for a NATO country to shoot it down, per Techau – Poland did just that last month. But some say the system should aim beyond that.
At Eurasia Group’s Europe Summit last month, former US Ambassador to NATO Ivo Daalder suggested shooting down Russian drones before they enter NATO territory, creating dicey dilemmas.
“What if Europeans shot down Russian drones in Ukrainian airspace? Would that make them a party in the war?” Techau questioned. “So far, most Europeans fear that the answer is yes. So they won’t do it. Which is why Daalder’s suggestion sounds unrealistic to me.”
Still, the spate of recent drone incursions in Eastern Europe – as well as the increasing role of UAVs in modern warfare – has created urgency around the need for more effective defenses against unmanned aircraft.
“Something will happen. There will be more drone defense. There’s a greater sense of urgency,” said Techau. “Now the big question is whether it can be a pan-European effort, or whether it will be individual national efforts.”
Trump shifts on Russia: From carrots to sticks in Ukraine war
For years, US policy toward Russia’s war in Ukraine has swung between extremes. Under Biden, “all stick, no carrot.” Under Trump, “all carrot, no stick.” Ian Bremmer says both approaches failed to change Vladimir Putin’s calculus.
What’s different now? Trump himself admits his personal diplomacy with Putin has failed—a rare concession. Instead, he’s pushing oil pressure: urging Hungary, Turkey, and India to cut Russian crude purchases, and exploring deals with Ukraine on drones and long-range missiles.
“The US is closer today to the Ukrainian and European position than Trump was months ago,” Ian notes. “That’s a shift worth watching.”
Israel is facing real consequences over Gaza annexation plans
“The UAE saying they’d leave the Abraham accords … that’s a consequence that matters,” Ian notes.
President Trump has also called West Bank annexation a “red line,” while European nations weigh boycotts, visa restrictions, and other steps that could leave Israelis feeling isolated. All this has the potential to undermine Netanyahu’s upcoming election chances.
“The elections won’t be about a Palestinian state, but they might be about Israel’s isolation.”