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Germany's close election limits its ability to lead Europe
Ian Bremmer's Quick Take: Lots going on the German elections. Probably the most important though, everything around Europe and Russia and Ukraine and the United States kind of dominating the headlines right now. Germany went pretty much the way we all expected. The polls have been very, very steady over the course of the past couple of months. The big question was whether or not you could have a two-party or a three-party coalition that really depended on whether or not parties that were small would get over the 5% hurdle that allows them representation in Germany's parliament, in which case it would be harder to put together a government. You'd need three parties or whether they would stay out. The latter turned out to be the case. Didn't find that out until three A.M. in Germany. Very unusual how close in that regard the election was for those smaller parties, and that means you're going to get a grand coalition, a two-party coalition center-right and center-left.
They don't agree on a lot of policies. It is hard to get good outcomes politically from that kind of a coalition, but it's not unusual in Germany. The other big news, the Alternative für Deutschland performing about as well as they were expected to over the course of the past couple months, they came in a solid second. They won across former East Germany and they got single digits across former West Germany. But that's better than they performed last time around, even though their popularity has been high for a while now, certainly if you think about their trajectory over the some 12 years since they were founded, this is now a party that has a solid shot of being number one in 2029 next German elections, especially if the Germans are unable to turn their economy around. Though on migration, most of the German political spectrum has aligned with where AfD, more or less is just as we've seen across many countries in Europe, like in Italy and in the UK and France and elsewhere.
Okay. So that's the near-term outcome. Still a grand coalition is going to have a hard time spending a huge amount of money on defense or on Ukraine aid or on German growth. And there is some urgency in seeing if you can at least pass more German defense spending outside of their hard fast debt break while the present Scholz-led three-party coalition is in place. Why? Because there is a constitutional majority blocking capacity among the hard left and hard right parties, Die Linke and the AfD in Germany, which means that unless you get one of them on your side, you're not going to be able to do that spending. So the big takeaway here is Germany is probably going to have a really hard time really stepping up as a leader on doing far more in Europe for Europe than even you've seen under Scholz. It's going to be a more powerful government, but not the kind of power that they really need.
So here's a situation where Friedrich Merz, who will be the next German chancellor coming out immediately and saying that they can no longer count on the United States, that even NATO's existence as we look forward to the June NATO summit is open to question that Germany and Europe are going to have to have European defense without the United States, independent of the US claiming that American intervention in Germany's election in favor of the AfD considered by the other German parties to be a neo-Nazi party is as striking and dangerous in intervention and unacceptable as Moscow interventions into Germany's democracy. In other words, the German leadership, the next German chancellor, understanding that the US is an ally, believes that Trump and his administration is an adversary, is an enemy. And that is a truly shocking thing to hear from the incoming German government. Having said all of that, saying it is one thing, taking action to ensure that the Europeans are capable of defending themselves is quite another, and they're nowhere remotely close to that.
Macron in the United States today will be meeting with Trump shortly, meeting with him by himself. Kier Starmer from the UK later this week, same. Are their positions coordinated? More than they have been. But can they do enough? Can they put enough on the table in terms of financing, in terms of boots on the ground in Ukraine absent an American backstop? No, they can't. And I think as a consequence, the baseline expectation is that the US effort at rapprochement with Putin is going ahead. That the US effort of cutting a deal with Putin on Ukraine over the heads of the Ukrainians and the Europeans is largely going ahead. And this of course bodes very badly for the future of Ukraine and Zelensky, but also really does undermine the existence, the strength of NATO as the world's most important collective security agreement. I don't see Trump as wanting to end all military cooperation in Europe.
He just met with the Polish president. It was a very short meeting, supposed to be an hour was 10 minutes. But the important thing for the Poles was announced, which is the US is still committed to maintaining American troops on the ground in Poland. Why? Because Poland is not only very friendly to the US, but it's also moving towards 5% of GDP spend on defense in this year. And it's also said that they're not sending any troops to Ukraine in a post-ceasefire environment. Why not? Well, number one, because they need troops on the ground in Poland. But number two, because the Russians have said that they won't accept any European troops, and right now that's Trump's position. So Poland doesn't want to undermine their important defense protector, the Americans and President Trump. All of this is to say that there's probably going to be more division inside Europe as a consequence of these policies that Trump is putting forward. It's going to be very hard for him to maintain strong unity of Europe, even as they are facing more existential challenges economically in terms of their competitiveness, their growth, and most importantly in terms of their national security. So that's where we are right now. Enormous amount of news coming down the pike this week. Haven't even talked about the latest on Israel and Gaza and China and everything else. But if this is the big news, might as well cover it. Talk to you all real soon.
Christian Democratic Union party leader Friedrich Merz speaks at the party headquarters after the exit poll results are announced for the 2025 general election, in Berlin, Germany, on Feb. 23, 2025.
Conservatives come first, far right second in German election
As expected, the conservative Christian Democratic Union and its sister party, the Christian Social Union, came out on top in Germany’s election on Sunday with 28.6% of the vote. But the biggest celebrations were held by those supporting the far-right Alternative for Germany, or AfD, which scored a second-place finish with 20.8%, doubling its share of the vote since the last election. It beat the centrist SPD’s 16.4% and the Greens’ 11.6%.
The future coalition for the CDU/CSU hung on whether two minor parties, the center-right Free Democrats, aka FDP, and the hard-left Alliance Sahra Wagenknecht, or BSW, made the 5% threshold necessary to have representation in parliament. Preliminary results show they did not – at 4.3% and 4.97%, respectively, but BSW has said it will look into legal avenues to have the results reexamined because of its near miss. If the results stand, it means the CDU/CSU and the SPD will most likely form a “grand coalition” and not be beholden to a third coalition partner, which would have complicated negotiations and produced a less stable coalition.
What contributed to AfD’s success? The far right’s hard anti-migrant stance was reinforced by four terror attacks in the past two months, including one hours before the start of the Munich Security Conference on Feb. 14 and another on Feb. 22, the day before the vote, when a Syrian migrant stabbed a Spanish tourist at the Holocaust Memorial in Berlin. The party was also endorsed by Elon Musk, who told Germans to “move beyond past [World War II] guilt” during the campaign. In a post Sunday on Truth Social, US President Donald Trump said of the results, “This is a great day for Germany.”
What’s next? CDU leader Freidrich Merz promised to quickly form a coalition government and will become chancellor, adding that “We fought a tough election campaign about important topics … now we will talk to each other.” Merz said aims to strengthen Europe so it can “achieve real independence from the US.”
Germany’s “firewall,” an agreement among the traditional mainstream parties to shut AfD out of government coalitions, is expected to hold for now, but that could change in a future election. With the backing of one in five German voters, Alice Elisabeth Weidel, co-chair of the AfD, declared her party had gone “mainstream.” “Our hand remains outstretched to form a government,” she said after the results. Should the conservatives choose to govern with left-wing parties rather than the AfD, she claimed, “next time we’ll come first.”
German conservative CDU candidate for chancellor Friedrich Merz attends a campaign event in Vechta, Germany, on Feb. 19, 2025.
Election-eve shifts in Germany?
A poll of polls published by Politico.eu finds that support for the center-right CDU/CSU has fallen three points in the past three months, from 32% to 29%, while backing for the far-right Alternative for Germany, or Afd, party has risen three points over that period, from 18% to 21%. Support for the incumbent center-left SPD has been stuck near 16% for the past year.
What might change minds or help the undecided decide? According to that YouGov survey, about 27% of Germans get at least some of their political news from social media sites like X, Facebook, Instagram, and others. But that number jumps to 40% among AfD supporters and 43% for backers of the far-left party known as The Left.
The CDU/CSU is very likely to win, making Friedrich Merz the country’s new chancellor. But he’s likely to lead a coalition government with a weak mandate, in part because he has vowed to reject any cooperation with the AfD. The likeliest outcome appears to be a grand coalition between the center-right and the center-left SPD, but an 11th-hour surge in support for the AfD could force Merz to include smaller parties in his coalition.A general view of the German lower house of parliament, in Berlin, Germany.
Germany to hold early elections
Under a plan agreed by Chancellor Olaf Scholz and the opposition, Europe’s largest economy is now headed toward early elections in February.
The move comes after weeks of fraying ties among the so-called “traffic light” coalition, an unwieldy tie-up of Scholz’s center-left Social Democrats (red), the business-friendly Free Democrats (yellow), and the environment-oriented Greens (you guessed it).
The final straw, last week, was a spat over Germany’s budget. Scholz and the Greens wanted to relax Germany’s strict fiscal rules to create room to invest in infrastructure, defense, and Ukraine aid. The Free Democrats rejected that and proposed a more austerity-oriented budget of their own. Scholz, in turn, sacked Free Democrat Finance Minister Christian Lindner, which led to his party leaving the governing coalition altogether.
What happens now: Under the current deal, Scholz will hold a confidence vote in his government in mid-December, which – assuming he loses as expected – will pave the way for February elections, which the parties want to hold on Feb. 23, 2025.
At the moment, polls show the opposition Christian Democratic Union as the clear frontrunner with 32% support, twice that of Scholz’s Social Democrats. The far-right Alternative For Germany polls second, at 17%.
Germany faces political uncertainty after coalition collapse
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.
What does Germany's coalition collapse mean for Chancellor Scholz, the country, and Europe as a whole? Well, the collapse of the coalition government was, to some extent, expected. There had been speculations for weeks on how long it was going to hold together, and finally, the Chancellor himself pulled the plug in a rather vicious personal attack against the finance minister. Then he sacked him and then the government went up in flames. Now, what he wants to do is strangely enough to stay in power until January 15th and vote for the confidence, lose vote the confidence in parliament then, and have elections in March. I doubt that will be the case. I think there is now very heavy pressure by the opposition, needless to say.There's pressure by business, there are pressure by others saying that we can't have this uncertainty going on for months and months, particularly in a situation where other things are happening in the world, mildly speaking. So I wouldn't be surprised if we have, for example, a vote of confidence or he has to put himself a vote of confidence by mid-next week or something like that, and Germany is heading for election perhaps very early next year. Then of course, the other question will arise, what kind of government could possibly arise out of that particular election? That's a later, somewhat complicated issue. I guess we will have reason to return to it.
Federal Chancellor Olaf Scholz (SPD) attends the wreath-laying ceremony at Fronhof in memory of the victims of the knife attack at the Solingen town festival. I
What do East German elections mean for next year’s national election?
The far right prevailed in East Germany over the weekend, with the Alternative for Germany party, or AfD, winning its first-ever election in Thuringia and nearly winning in Saxony. The outcome dealt a blow to Chancellor Olaf Scholz’s center-right coalition government and boosted the far right and left ahead of the 2025 federal election.
The far-left BSW party secured third place in both states, making it a key player in upcoming government formation negotiations. Scholz’s SPD party – which barely managed to retain parliamentary representation in both states – is pushing the CDU, the only centrist party to perform strongly on Sunday, to partner with the left to box out the AfD. “In both states, the core of such alliances would be the CDU and BSW,” says Eurasia Group’s Europe Director Jan Techau, “which all by itself is a curious formation given that these two are at opposite ends of the political spectrum.”
What does this mean for the 2025 election? While the far right and left are much weaker on the national level, this election foreshadowed growing division in Germany – as well as Scholz’s rising unpopularity. It also showed that migration and Germany’s support for Ukraine will be the main campaign issues next year. “The AfD will mercilessly exploit these topics, and so will the BSW,” says Techau.
“[Scholz’s] ability to instill discipline in a very diverse coalition was never great and is now further diminished,” Techau adds. “He needs to deliver meaningful migration reform and a halfway solid budget for 2025. These are the two benchmarks. If he can’t do this … his position as the party’s candidate for 2025 will be at risk.”Migrants on board a ship which disembarked in Salerno, Italy.
Olaf Scholz gets tough on asylum-seekers
The German government on Wednesday announced that authorities will start conducting “flexible spot checks” on border crossings from Poland and the Czech Republic to address an influx of asylum-seekers who have sought to enter the country in recent months.
This comes after Berlin recently joined Italy’s right-wing government in declaring that both countries had reached the “limits of [their] capacity” to take in migrants.
For context, around 204,00 migrants – mostly from Syria, Afghanistan, Turkey, and across Africa – requested asylum in Germany within the first eight months of this year, a 77% jump from the same period in 2022.
But why is the center-left government of Chancellor Olaf Scholz toughening its stance?
This comes just weeks before Germans in Bavaria and Hesse head to the polls in regional elections, and polls show that tough-on-migrant messages are resonating with voters.
In Bavaria, for instance, Germany’s second most populous state, Scholz’s Social Democratic Party is polling at just 9%. Meanwhile, nationally, messaging about border safeguarding has been a boon for the far-right Alternative for Germany Party, now second in an average of national polls.
Facing growing pressure to crack down on asylum-seekers has also brought Berlin head-to-head with Warsaw: At a rally in Bavaria over the weekend, Scholz took aim at Polish officials who had allegedly issued EU visas to Asian and African nationals in exchange for bribes.
2021: Groundhog Day in a G-Zero world
Did 2021 actually happen, or are we still stuck in 2020? So many things seem to have barely changed this year. After all, we’re entering yet another holiday season worried about a fresh wave of the pandemic, and uncertain about what comes next for our economies and our politics.
In a lot of ways, the past 365 days feel like a year of unfulfilled promise. Let’s have a look back at what did, and did not happen in 2021.
The year kicked off with US democracy in deep trouble: first the Capitol insurrection, and later Donald Trump's second impeachment over it. After Joe Biden was inaugurated as president, he told the world: America is back. (Spoiler: the world is still waiting.)
Global attention soon turned to the COVID vaccine rollout. It sputtered at first, but even when it got better it exposed deep divisions over things like health passes, vaccine mandates, and patent waivers. The vaccination gap between the rich world and everyone else was hard to ignore. Still, to have inoculated half the world’s population in under a year is no mean feat.
Middle East politics got hot again with a brief war between Israel and Hamas, Iran's presidential "election," and Bibi Netanyahu ousted as Israeli PM after 12 tumultuous years.
Then came a series of extreme weather events that focused everyone’s attention on climate change just months ahead of the COP26 climate summit. But first, the world watched in disbelief as the US chaotically withdrew from Afghanistan, and then the Taliban reclaimed power virtually overnight — right before the 20th anniversary of 9/11.
Like in 2020, global cooperation was hard to come by, as we saw a bit at UNGA but much more at COP26. The fact that even faced with such an existential problem, the world’s top polluters failed to agree on the same deadline for net zero emissions revealed again how fragmented global politics have become. Forget G20 or G7 — we live in a rudderless, G-Zero world.
In such crazy times, arguably the smoothest political transition came after the German election, with Angela Merkel handing over the reins after 16 years as chancellor — and Europe’s de-facto leader — to Olaf Scholz.
And now, as the end of the year approaches, we are about to mark the 30th anniversary of the Soviet Union’s collapse worrying about whether Vladimir Putin actually intends to invade Ukraine.
More broadly, there are three things that didn't really play out as many people expected they would at the start of the year.
First, US-China ties didn't get quite as bad as many feared. With Biden in the White House, the world’s two largest economies didn't exactly bury the hatchet. They remain at odds over trade, technology, Taiwan, the South China Sea, and Xinjiang. But they did find some common ground on climate — and domestic distractions for both countries helped quiet the rumblings of a new Cold War. (Not to mention a hot war, which as retired US Adm. James Stavridis told us, could start over Taiwan.)
The arrested development of deteriorating relations wasn't the product of anybody's grand design. Biden began his presidency with big foreign-policy ambitions, but he soon got bogged down at home by squabbling among Democrats over his domestic agenda, and later by Afghanistan. Xi Jinping, for his part, showed more interest in further consolidating his own power over tech giants, the Chinese economy, and the ruling Communist Party than in picking fights with Biden.
Whether the Cold Peace will hold in 2022 will likely depend on what happens inside each country, especially if they really start to recover from the pandemic.
Second, 2021 was the year of the vaccine, but the jabs on their own didn't end COVID. The good news is that vaccines were successful at bringing down deaths and severe illnesses. The bad news is that distribution was unequal, and hesitancy higher than expected in some places.
Where access to jabs was lacking, the delta variant brought a more deadly wave, like the one that ravaged India for weeks. (We spoke to Indian journalist Barkha Dutt the day after her own father had succumbed to the virus.) Now we are waiting to see how effective the current jabs are the face of omicron.
Finally, the post-pandemic recovery was not what we hoped for — mainly because we never made it to the “post-pandemic” at all. Even where economic growth rebounded to pre-pandemic levels, the lingering virus messed up supply chains (check out Ian Bremmer's explainer), drove up the prices of food, energy, and pretty much everything else.
US economist Larry Summers told us why he sounded the alarm bell on inflation earlier in the year. We also learned from LSE's Minouche Shafik about how women bore the brunt of the unequal pandemic recovery.
It’s been a disappointing year, but one way in which 2020 mirrors 2021 is that we end the year with fresh hope. Last year we looked forward to the arrival of the vaccine to change things. This year we look ahead to 2022 hoping that the current pandemic wave may be the last major one. Let’s see how our optimism fares this time around.