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Zelensky preps for hard bargaining
President-elect Donald Trump has pledged to end Russia’s war with Ukraine. That would require Ukraine’s President Volodymyr Zelensky and Russia’s President Vladimir Putin to open negotiations – and to find enough common ground to agree at least to a ceasefire. Putin and Zelensky are now trying to strengthen their respective bargaining positions before talks can begin.
On Monday, Zelenskysaid via social media that he’s open to the possibility of Western governments posting troops on Ukrainian territory to guarantee his country’s territorial integrity, an idea firstsuggested publicly by France’s President Emmanuel Macron in February. “But before that, we must have a clear understanding of when Ukraine will be in the European Union and when Ukraine will be in NATO,” Zelensky wrote.
The EU and NATO remain unlikely to commit to precise membership timetables until it becomes clear what Ukraine’s future borders will be, and many Western leaders remain opposed to deploying troops into a warzone that could involve them directly in a war with Russia. For now, Zelensky continues to work with the outgoing Joe Biden administration to bolster his weapons stockpiles and to win more freedom to use Western weapons against his targets inside Russia.
There’s another political transition that Zelensky is watching carefully: Germany will hold national elections in February, and current Chancellor Olaf Scholz will likely lose his job to Friedrich Merz, the head of the center-right Christian Democratic Union. Merz is more publicly hawkish on helping Ukraine repel Russian invaders. That prospect gives Zelensky some hope that European backing for Ukraine will remain even if Trump dials back US support.Hard Numbers: VW goes on strike, Guinean soccer violence turns deadly, Scholz pledges Ukraine aid, US breaks travel record
$19 billion: Tens of thousands of German Volkswagen workers launched strikes at multiple car plants on Monday, protesting €18 billion ($19 billion) in company budget cuts that resulted in three plant closures and pension cuts. Volkswagen is grappling with a 64% drop in third-quarter profits and declining market demand in China.
56: Fifty-six people, including many children, died in southeast Guinea after a disagreement over a refereeing decision turned violent at a soccer match held to honor military leader Mamady Doumbouya. Opposition group National Alliance for Change and Democracy blamed the ruling junta for failing to keep people safe while organizing tournaments to bolster political support for their leader in advance of a promised presidential election, which they say violates election law.
680 million: German Chancellor Olaf Scholzpledged $680 million in aid to Ukraine during his visit to Kyiv on Monday, his first trip to the city in over two years. New German military equipment is scheduled to be delivered this month amid questions about the long-term viability of Western support for Ukraine with the incoming administration in Washington.
3 million: US airport security cleared a record 3 million travelers on Sunday after the Thanksgiving holiday that traditionally sees families reuniting from far and wide. So, pretty smooth at security, but plenty of travelers faced frustration from there: Airlines canceled 120 flights and delayed over 6,800.At the Paris Peace Forum, war and conflicts were topics du jour
Just days after Donald Trump's decisive victory in the US presidential election, leaders from around the world gathered in Paris for the annual Peace Forum. With so much uncertainty about the future of America's global commitments, from climate financing to funding for Ukraine, the vibe is anything but peaceful. Now in its seventh year, the Paris Peace Forum brings together a global network of government, nonprofit, and private-sector leaders to tackle the biggest issues of our time.
But on that stage, it's been looking more like curtains for true cooperation. The theme this year is "Wanted: A Functioning Global Order." What makes the current world order so dysfunctional? And a new era of regional wars is making those problems worse. This year's Global Peace Index reported the highest levels of armed conflict since the end of World War II, at a time when geopolitical competition threatens diplomatic efforts for peace. There was no shortage of critical issues for leaders to address here in Paris, but top of mind for Europe was the ongoing war in Ukraine and what Donald Trump's victory in the US election might mean for American support next year.
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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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Russia and Ukraine trade larger and larger blows
Russia has conducted as many as 1,500 strikes on targets in Ukraine in the past two days, according to Kyiv. Ukraine, meanwhile, reportedly launched a fresh volley of US-made long-range ATACMS missiles at Russia, while claiming also to have struck a Russian oil depot with drones.
The ATACMS strike was reportedly on an air base in the Russian border region of Kursk, parts of which have been occupied by Ukrainian troops since August. Since then, Moscow has invited North Korean troops to help it push back the Ukrainians.
Putin, whose forces have been slowly gaining ground in eastern Ukraine for months, had warned that ATACMS strikes would be a significant escalation of the conflict. Last week, in response to their use, he loosened Russia’s nuclear use doctrine and fired into Ukraine a new advanced missile capable of carrying nuclear payloads.
All of this comes as Donald Trump prepares to return to the White House. Trump has questioned American support for Ukraine and pledged to end the conflict within “24 hours.” No one is sure what that will entail, but both sides are now in a last-minute frenzy to gain as much territory – and deterrent capacity – as they can before Trump takes office.
Putin's strategy in Ukraine ahead of Trump's return
Putin has been warning them not to do that. They decided they were going to, the Russian response has been to formally change their nuclear doctrine so that they would be considered to be in a state of war legally against any country that allowed Ukraine to use their missiles against Russia. In other words, essentially, Russia is claiming that they're now at war with France, with the UK, with the United States. And also, the Russians used a medium range missile hypersonic nuclear capable directly against the Ukrainian target in Dnipro.
In other words, what we're seeing from Putin is, "I'm showing you what you're doing is moving towards World War III, and that's how I'm responding." Does that mean that Putin is actually escalating towards direct war with NATO allies? The answer to that is no. He wasn't doing that when he was losing the battle in Ukraine in the early months. He's certainly not doing it now that he's winning.
And he is winning. He has more troops on the front lines, including those from North Korea, those from Yemen, those that he's getting from other countries. Also, he's taking more territory on the ground in Ukraine at a faster pace now, more significant amounts of territory in Southeast Ukraine than at any point since the opening months of the war. Plus Trump is President-elect. Trump has said, "I want to end this war." And he is coming in just in a couple of months.
So what Putin is doing is not threatening World War III. He's instead showing off just how bad this Biden policy is, this existing NATO policy is. He's making it easier for Trump to pivot away and say, "I'm the peacemaker. We were heading towards World War III, this horrible escalation. I'm the guy that got the great deal done and look how brilliant I am." Putin is facilitating that.
Now, of course, to make that happen Trump still has to give Putin something that he wants. He has to give an outcome that is acceptable to Putin. And Putin's made clear, at least thus far, that he's not going to give up any territory that he has. That he's not prepared to accept that Ukraine would be able to join NATO. He's also said that Ukraine can't continue to have a functional armed forces which is something that would be completely unacceptable to Ukraine.
The devil's going to be in the details here. There clearly is an opportunity for Trump to end the war. He's promised he's going to end the war, and I think he can. I think he can create a ceasefire. The Ukrainian leadership has already made clear that they are supportive of ending the war, but they're not just going to listen. There has to be a back and forth conversation with the Americans. Seeing what it is that Trump is prepared to put forward, and whether or not the Russians are capable of accepting it, are willing to accept it. Even though it will look like a win for Russia compared to where they would've been under Biden, under Harris, or at any other point in the last couple of years.
Still, if you are Putin, there is an open question. You're taking land right now. The Ukrainians don't have the people to continue to put up a strong defense. Why wouldn't you delay this out for another three, another six months? Take more land. Try to get all the territory that you have formally annexed over the course of the war. Why not settle the war on your terms? A lot easier to do if you're winning than losing. And the question there will be to what extent Trump is willing to cause material punishment to Putin if he doesn't say yes.
And that's an open question. Trump historically has been willing to take easy wins that don't necessarily play well over the long term. Look at Afghanistan. He wanted to get the Americans out. He cut a deal with the Taliban. It was a deal that was clearly very advantageous from a military and from a governance perspective for the Taliban than it was for the United States. He cut that despite the fact that the allies were not supportive or coordinating. That undermined the US deeply. Biden then continued with that plan. And it was one of the biggest losses that the US has experienced over the last four years.
Now, that of course, was a loss that ultimately fell on Biden. This would be a loss that would ultimately fall on Trump. And so does he want to risk that? That's a very interesting question. And of course, you also have to look at Trump's staff because he can make a phone call with Zelensky and with Putin, but ultimately, it is the secretary of state, the national security advisor and others that are going to have to work out the details of that agreement. And those people, at least thus far, are not people that are oriented towards giving away the store to Putin. They're people-oriented towards mistrust of Putin, towards a hard line against the Russians, towards support of Ukraine.
I am thinking here that number one, there's a reasonably high chance that Trump can get the win that he wants, but number two, this isn't likely to be a walk in the park for the Russian president. The Europeans need to play here as well. And what will be important, there's been a few formulated conversations thus far between President-elect Trump and some of the European leaders.
They haven't gone very far, but they've also not blown up the bilateral relationships. Their ability to work with Trump advisors on Trump, and on a greater coordination of what an ultimate solution or settlement of the Russian-Ukraine war would be, will make a dramatic difference as to what extent this is sustainable. To what extent this leads to not only Ukraine that can continue to defend itself and the territory that it is left with, but also can integrate into Europe, can be politically successful as a democracy over time. And that NATO will stay strong and stay together and stay aligned with the United States because they don't have another choice. There is no autonomous European military capacity. It's either NATO sticks together or it fragments.
Those are all things that we're going to watch very carefully over the course of the next couple months. But for now, an escalatory period. And it's all performative and it's all oriented towards what happens when Trump becomes president. That's it for me, and I'll talk to you all real soon.
Russia’s escalation sparks NATO anxiety
NATO and Ukrainewill hold emergency talks on Tuesday after Russia attacked a military facility near the Ukrainian city of Dnipro with a hypersonic missile last Thursday. The attack came in retaliation forUkraine striking Russia earlier in the week with US-made ATACMS, after US President Joe Biden greenlit the use of the weapons.
Upping the ante. Russian President Vladimir Putin claims Moscow’snewly developed “Oreshnik” missile is “unstoppable” by western defense systems, travels at 10 times the speed of sound, and that even with conventional warheads, “the massive use of the weapon would be comparable in effect to the use of nuclear weapons.” Ukrainian President Volodymyr Zelensky described the use of the Oreshnikas a “clear and severe escalation” in the nearly three-year-old war.
But it also represents a new threat to continental Europe. Poland’s Prime Minister Donald Tusk expressed concern. “The war in the east is entering a decisive phase, we feel that the unknown is approaching,” he said, whileHungary’s Prime Minister Viktor Orbán — a long-standing pal to Putin — said Russia’s threat of additional strikes should be taken seriously and warned “there will be consequences.” We’ll be watching how NATO leaders balance bolstering Ukraine’s defenses with increasing its offensive capability, given how Putin reacted to long-range strikes.Hard Numbers: North Koreans killed in Russia, Ireland approaches crucial vote, Pakistan locks down over Khan, Bitcoin to the moon!
500: Ukrainian media reported Sunday that a strike on North Korean forces operating in the Kursk region of Russia killed at least 500 troops, though Pyongyang has not (and probably won’t) confirm the figures. If true, it would be the first major casualty incident for the Korean People’s Army while fighting Ukraine, and the sheer number of deaths at once may be difficult for Pyongyang to explain at home.
20: The left-leaning Irish nationalist party Sinn Fein is polling at 20% ahead of elections on the Emerald Isle on Friday, neck-and-neck with the ruling Fine Gael party at 22%. Sinn Fein looks likely to be able to block Fine Gael and its coalition partner from forming a majority government, but it would need to majorly outperform polling to take charge of the government itself as other parties have sworn not to cooperate.
150: Pakistan’s government on Sunday blocked expressways leading into the capital, Islamabad, shut down cell phone and internet service, and placed shipping containers across major thoroughfares amid mass protests calling for the release of former Prime Minister Imran Khan. The ex-cricket-star-turned-politician is facing 150 criminal charges (all of which he denies) and has been serving a three-year prison sentence since last year.
100,000: The cryptocurrency known as Bitcoin reached a value of $100,000 per token on Friday, a record high fueled by the expectation of a friendlier environment for crypto under the incoming Trump administration. Ten years ago, it was trading for about $350.