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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.
Ten thousand protesters gather in front of Duesseldorf Central Station to march against the AfD's upcoming afternoon rally in Duesseldorf, Germany, on Feb. 15, 2025.
Viewpoint: Far right surges to prominence ahead of German elections
Amid a deep economic crisis and renewed migration concerns, the far-right party Alternative for Germany, or AfD, is poised to double its vote share in this weekend’s general elections. As a series of random attacks by Middle Eastern or Afghan migrants have increased the appeal of the party’s harsh anti-migration stance, its gains have caught the eye of officials in US President Donald Trump’s administration. In highly unusual interventions, presidential adviser Elon Musk has urged Germans to “move past” the guilt associated with World War II and vote for the extremist AfD, while Vice President JD Vance criticized the refusal of mainstream political leaders to work with the party.
Eurasia Group expert Jan Techau says the AfD has no path to government at present, but its increasing strength is transforming German politics. We sat down with him to learn more.
What are the main issues in these elections?
Two issues stand out. The first is the economy. With terms like “de-industrialization” being bandied around, this is no cyclical adjustment but a profound economic crisis caused by a decline in productivity, high energy prices, and high taxation. Every single party has acknowledged this, even the ones that don’t typically run on economic platforms. The second is migration, which had faded into the background a little, but has been revived in the last couple of months by a series of horrific incidents. In the last one, a rejected Afghan asylum seeker, who, for whatever reason still had a residence permit, drove a car into a crowd.
The war in Ukraine also preoccupies voters, but to a lesser extent at present. The issue is expected to gain prominence during the government formation talks after the elections, especially given US President Donald Trump’s recent outreach to Russia’s Vladimir Putin to start ceasefire talks.
What has been the impact of Vance’s and Musk’s interventions in favor of the AfD?
The AfD’s strong polling is mainly the result of the recent attacks that have stoked concerns over uncontrolled migration, not these interventions by external players. Still, their comments help the AfD by normalizing it and giving it more visibility and air time. Vance’s speech at the Munich Security Conference sent a clear signal to the foreign policy establishment assembled there: The new US government seeks friendship with far-right nationalists in Europe and considers them its real allies. This has not yet translated into better polling for the AfD but has clearly strengthened its confidence.
How do you expect the AfD to perform in the elections?
The party appears on track to win 21% or 22% of the vote, doubling its share from the last elections and finishing second behind the center-right Christian Democrats, or CDU, which is polling at about 30%. The AfD won’t be able to enter government given the aversion of mainstream parties to working with it, but it will lead the opposition, allowing it to partially set the agenda from the political fringes. The AfD’s strategy will be to adopt an obstructionist stance to make the government look bad and improve the party’s position even further ahead of the 2029 elections.
The CDU recently took a risk by accepting AdF support for a proposed bill of harsh migration measures, which was rejected by parliament. Does that mean the gambit failed?
I think it's too early to make a final judgment on whether this move was strategically successful. The aim was to create more space for centrist parties to advance stricter migration policies without being accused of pandering to the far right. What we can say is that the move has not affected the CDU’s comfortable lead in the polls despite the harsh criticism received from other mainstream parties. So, we’ll see if the next government, which the CDU is expected to lead, can advance stricter migration policies. It's interesting to note that the Christian Democrats are one of the few center-right parties that remain competitive in Europe. In most other countries they have been eclipsed by formations advocating more radical policies on migration. CDU leader Friedrich Merz is trying to avoid this fate.
So, do you expect the CDU to rule in coalition with other parties, and if so, what does that mean for governance?
Yes, we expect the CDU to form a coalition with the Social Democrats and, if necessary, another party as well. Single-party majorities or minority governments are very uncommon in the German system. Of course, coalition means compromise, which could lead to an indecisive reform agenda that is not sufficient to address the issues we see at the moment. But maybe this time will be different and the mainstream parties can rise to the occasion. They know that the AfD is waiting in the wings and eager to capitalize on any governmental dysfunction in the 2029 elections.
When will we get some indication about the cohesion and strength of the next government?
The post-election coalition talks that will start shortly after the elections will give us an idea about what the next government wants to do and what – beyond the parties’ campaign rhetoric – is really possible. The war in Ukraine will also start to have an impact at this point, as the new government will have to contemplate the policy implications of Trump’s push to broker a cease-fire and get European countries to assume more responsibility for Ukraine’s security. The German mindset is very domestically focused, and the government will very likely be faced early on with requests to shoulder a massive new military exposure.
Edited by Jonathan House, senior editor at Eurasia Group.
Following the end of the "traffic light" coalition, Federal Chancellor Olaf Scholz has submitted a request to the president of the Bundestag for a vote of confidence in the Bundestag.
Viewpoint: Germany seeks new political leadership to address economic crisis
Faced with a political impasse preventing action on acute economic and geopolitical challenges, the German parliament will hold a vote of confidence in Chancellor Olaf Scholz’s government on Dec. 16. Based on an agreement among the main parties in the Bundestag, lawmakers will deliver a vote of “no confidence,” paving the way for snap elections on Feb. 23.
We asked Eurasia Group expert Jan Techau to explain what set off this chain of events and where it is likely to lead.
What has prompted this vote of confidence?
The chancellor called the vote after long-simmering tensions finally brought down the ruling coalition of Scholz’s Social Democrats, the pro-business Free Democrats, and the Greens. There are big ideological divides among these three parties, and it was never an easy marriage. Initially, they could paper over these divides with money for each party’s pet projects. But a little over a year ago, the Constitutional Court struck down large parts of the 2024 budget, saying they were financed with an illegal repurposing of unused pandemic-relief funds. That set up endless negotiations and finally a showdown over the 2025 budget, which ended with Scholz firing the finance minister, the Free Democrats’ Christian Lindner, and the subsequent collapse of the coalition agreement.
So, it sounds like fights over spending priorities are the main issue shaping German politics?
They are a symptom of a broader economic crisis that has undermined competitiveness, growth, and tax revenue. The country has high labor and energy costs and a high reliance on exports, especially to China. For a long time, China bought nearly everything that Germany produced, from machinery to cars and chemicals. But China has developed its own industries and is no longer just a customer but increasingly an aggressive competitor making many of the same goods. To put it simply: Germany is a high-cost country reliant on exports whose main customer no longer wants to buy all its stuff.
How are geopolitical issues shaping the domestic debate?
All these economic problems come at a time of mounting geopolitical challenges. Donald Trump’s election victory in the US is expected to bring increased pressure on Germany and other European countries to harden their stances against China. Trump could force Germany to choose between its economic reliance on China and its security reliance on the US. At the same time, you have the war in Ukraine and Russia’s hostility to Germany and the rest of the West that has prompted significant – and very costly – efforts to rebuild Europe’s defense capabilities.
What seems like the most likely outcome of the February elections?
The conservative Christian Democrats, led by Friedrich Merz, have a substantial lead in the polls. It seems unlikely that any other party will be able to close the gap by Feb. 23. They will need to form a coalition government (one-party parliamentary majorities and minority governments are very uncommon in the German system), probably with the Social Democrats and maybe a third party as well. One key watchpoint will be the performance of the two extremist parties, the far-right Alternative for Germany and the far-left Sahra Wagenknecht Alliance. They have no prospect of entering government this time around, but if they obtain a combined one-third of the seats in the Bundestag, they could block legislation requiring changes to the constitution, which needs a two-thirds majority. Such a blocking minority could hamper the next government’s ability to implement a forceful reform agenda.
What is the reason for the conservatives’ strength?
There are two factors. The first is that voters’ number one concern at the moment is the state of the economy. This issue has traditionally favored conservatives, who are seen as more competent in this realm. The second is the collapse in the popularity of the three parties of the ruling coalition amid a widespread sense of crisis and malaise. They have recovered a bit recently, but at one point the approval ratings of the three parties combined were at about the same level as those of the conservatives.
Assuming a conservative-led government emerges, what does that mean for domestic policy?
If the Christian Democrats form a coalition with the Social Democrats, they will have to jettison many conservative ideas. The German system is geared toward stability and continuity, an approach that has worked extremely well, though the downside is that it’s hard to make big changes when needed. The question is whether the current crisis is big enough to force change. I expect an overhaul of the so-called debt brake, a strict limitation on government borrowing that has restrained policymaking. But beyond that, a raft of politically difficult measures are needed to deregulate industries and lower labor costs to restore German competitiveness. We’ll see if the next government can deliver.
How about foreign policy?
There would certainly be more engagement with the EU. The Christian Democrats pride themselves on being the pro-EU party of Germany in the tradition of Konrad Adenauer and Helmut Kohl. My guess is that the next government will remain reluctant to embrace the proposals for common borrowing backed by some other EU countries. Still, it could be more supportive of other joint initiatives. Merz had been more hawkish in his rhetoric toward Russia but has recently toned it down because he knows there are a limited number of votes he can win with this approach. Regardless, foreign policy will be a somewhat lower priority for the next government than getting the economy going again.
Edited by Jonathan House, Senior Editor at Eurasia Group.
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.
German Chancellor Olaf Scholz leaves the Bellevue Palace, after he sacked Christian Lindner.
Germany’s governing coalition crumbles over budget battle
Germany’s governing coalition collapsed on Thursday after Chancellor Olaf Scholz fired Finance Minister Christian Lindner, head of the pro-business Free Democrats and a linchpin in his majority, likely spurring a vote of confidence.
Germany is struggling in the aftermath of Russia’s invasion of Ukraine, which has sent energy prices skyrocketing, upped defense spending, and brought in 1.5 million Ukrainian refugees. Lindner wanted to spur the economy through tax cuts paid for by slashing social programs and climate change targets, while Scholz pushed for loosening the spending limit.
Scholz’s “traffic-light coalition” has governed Germany since 2021, but internal tensions have been rising for weeks over the 2025 budget amid a second consecutive year of no economic growth. Now, without a majority, his coalition must rely on individual votes from other parties to pass laws until an election is held.
“The big question about this vote of confidence is not the result but the timing,” explains Eurasia Group’s Europe director, Jan Techau, who says the opposition party will try to pressure the vote to happen as soon as possible, though Scholz will try to hold off until at least January.
“It is clear that Scholz will lose the vote. The entire purpose of the vote is to lose it, thereby clearing the way for elections,” says Techau. How Scholz will fare in elections is unclear but will hinge on issues of migration, pensions, cost of living, and the war in Ukraine.
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.
Friedrich Merz attends the closed meeting of the CSU parliamentary group in the Bundestag at Andechs Monastery, Germany.
Germany’s Merz steps into controversy
Friedrich Merz has reminded Germany and the world that his center-right establishment party, the Christian Democratic Union, is now in a tight spot. The party leader suggested in an interview televised on Sunday that the CDU would be open to partnering with the hard-right Alternative für Deutschland party, at least at the local level.
"It's natural that we have to look for ways to ensure we can continue to work together" in places where AfD members win local elections, Merz said.
In the process, he implicitly acknowledged the reality that the AfD is polling at about 20% nationally and at about 30% in Germany’s East. But he was also breaking a taboo against mainstream acceptance of a party that, according to Eurasia Group, our parent company, has embraced an “openly xenophobic, anti-democratic, pro-Kremlin agenda.”
That’s why Merz quickly faced a backlash from both inside and outside the CDU, and on Monday morning he used Twitter to backpedal. “Our decision stands: There will not be any cooperation with the AfD, also not at the communal level,” he tweeted.
But the damage was done. Merz hopes to become Germany’s chancellor in 2025, and his biggest challenge in defeating the governing left-wing coalition will be to hold together a party in which western state members treat the AfD as untouchable while those in eastern states treat it as a fact of life. With contradictory statements within a matter of hours, he’s not off to a strong start.