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Hungary’s rift with the EU: Losing host privileges amid Ukraine controversy
EU foreign policy chief Josep Borrell announced on Monday that Hungary, which holds the presidency of the Council of the European Union, has lost the right to host the next meeting of foreign and defense ministers over its stance on the war in Ukraine.
The controversy: Hungary’s Prime Minister Viktor Orban visited Vladimir Putin in Moscow earlier this month and accused the EU of having a "pro-war policy,” spurring an uproar in Brussels.
Hungary is also upset about Ukraine’s decision last month to adopt sanctions blocking the transit of oil to Central Europe by Lukoil, sparking fears of supply shortages in Budapest. Hungary relies on Moscow for 70% of its oil imports — and on Lukoil, Russia’s largest private oil firm, for half that amount.
Budapest responded to Borrell by announcing that it would not refund EU members any of the6.5 billion euros they expected for transferring arms to Ukraine unless Kyiv allows oil shipments from Lukoil to resume to Central Europe.
Why it matters: Since Russia's invasion, member states that gave weapons to Ukraine have been able to ask for compensation for transferring munitions, giving Hungary monetary leverage to get the oil it wants. Hungary and Slovakia asked the European Commission on Monday to mediate with Ukraine, and the issue would go to court unless the EU executive body acts within three days.
Why Trump really wanted JD Vance as running mate
Ian Bremmer shares his insights on global politics this week on World In :60.
How did JD Vance, who once called Trump “America's Hitler,” become his VP pick?
Well, of course, that isn't exactly what he said. He said that he goes back and forth between thinking that Trump is either a cynical asshole like Richard Nixon, who could actually be good for the country, or he could be America's Hitler. How come no one's actually reporting the actual quote? And it's because the media's freaking horrible is why. And because the algorithms promote stupidity and fake news, and disinformation. But the answer to the question is because Vance is really smart, very aligned with Trump. He's very, let's say, situationally ideological and wants to win, doesn't bring a lot of votes for Trump, but Trump doesn’t think he needs them. Last time around, when Trump was running and picked Mike Pence, he was looking for an establishment figure that would get him more votes and that would make Trump seem more approachable and attractive to a larger group of voters. Trump now thinks he can win the election either way, so he's picking the person he really wants. That's what's going on.
Will the EU reelect Ursula von der Leyen as president?
Almost certainly, yes. There are still questions about where exactly she's getting the votes for. She can't afford to lose a lot of people from the parties that, in principle, support her in a secret ballot. But there aren't good options for her, and everyone I talk to in positions of leadership in the EU thinks that she is a layup there.
Why did Orbán choose to visit Russia and China despite knowing it would upset EU leaders?
Well, mostly because he wants to portray himself and not just in the six-month rotating chair of the European Union, but more broadly as the person who can represent the Chinese and the Russian view, that gives him more leverage, especially if Trump becomes president. That’s why he went to Mar-a-Lago right after NATO, saying, I'm the one in the EU that knows what these people are saying. I'm the person that can connect with you. It's not like he's trying to leave the European Union. He needs their money, but he wants to position himself more strongly and as the outlier, that's the easiest way for him to do it.
That's it for me and I'll talk to you all real soon.
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Hungarian Prime Minister Viktor Orbán is undermining Western unity at the NATO Summit
Is Hungarian Prime Minister Viktor Orbán undermining Europe and Western unity following this year’s critical NATO summit? Just days after Hungary’s nationalist leader met with Russian President Vladimir Putin in Moscow and Chinese President Xi Jinping in Beijing, Orbán left the NATO 75th anniversary summit in Washington, DC to visit former president Donald Trump, a well-known critic of the alliance, at his Mar-A-Lago estate.
On GZERO World, Ian Bremmer sat down with Polish Foreign Minister Radek Sikorski on the sidelines of the summit to ask how NATO members deal with a renegade ally like Hungary and the challenges posed by Orbán’s coziness with authoritarian rulers. Orbán’s rogue trips are a sharp contrast with NATO’s unified stance, on full display at the summit, but Sikorski insists Orbán doesn’t represent the EU or NATO.
“Orbán is freelancing on behalf of Hungary, and that’s not a new thing,” Sikorski says, “He’s been denying Ukraine transit of defense goods, he’s also been vetoing the release of European money for Ukraine.”
Hungary also has a complicated history when it comes to its international borders, and Sikorski worries about any leader who is willing to redraw a border using force, rather than diplomacy. He says any negotiated settlement in Ukraine should be negotiated by the Ukrainians, and warns that thinking a partitioned Ukraine is inevitable is similar to the UK Prime Minister Neville Chamberlain’s strategy of appeasing Adolf Hitler in the lead-up to WWII.
“We can win this one,” Sikorski insists, “The Russians have advantage in tanks, but the Ukrainians have advantage in drones.”
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Hungarian government roiled by sex abuse scandal
Don’t look now, but one of Europe’s biggest defenders of family values is embroiled in a scandal over the sexual abuse of children. In recent days, Hungary’s proudly “illiberal” Prime Minister Viktor Orbán has seen his president and justice minister – both women – resign over the pardon of an orphanage director accused of covering up sexual abuse claims.
The justice minister’s husband has since accused Orbán of “hiding behind skirts” and blasted the government for corruption. Orban’s allies say this is just the yelping of “amoral lying bastards.” Spicy!
It’s not the first time that Orbán, who opposes LGBTQ rights, has run into the buzzsaw of hypocrisy. Remember when Brussels police caught one of his closest allies shimmying down a drainpipe to escape a gay orgy with drugs in his backpack?
Experts doubt the scandal itself will hurt Orbán, whose Fidesz Party won its fourth consecutive election back in 2022. Orbán’s grip on the media, coupled with the opposition’s weakness, will shield him, says Anna-Carina Hamker at Eurasia Group.
But the corruption accusations could prove more of a headache, she says, particularly if “they incite others to step up and speak out.”
Ukraine faces threat from Western flank
While visiting Buenos Aires on Sunday for the inauguration of Argentina’s new president Javier Milei, Ukrainian President Volodymyr Zelensky was able to buttonhole Hungarian Prime Minister Viktor Orban.
Cameras caught an unimpressed-looking Zelensky sharing his thoughts with a defensive-looking Orban. We don’t know what he said – Zelensky said later that it was a “frank” exchange – but we can guess that the Ukrainian was calling Orban out for acting on behalf of Russian President Vladimir Putin, who is seeking to gain through politics what he has so far failed to gain on the battlefield: Ukraine’s submission.
Twenty months after Russian tanks crossed the border in a failed thunder run for Kyiv, the war is at a stalemate. Ukraine’s improbably successful resistance stopped an outright Russian victory, but a counteroffensive this year failed to make the hoped-for gains, and now Putin’s friends in Western capitals are seeking to capitalize on fatigue with the war to stop the Western arms that allow Ukraine to fight.
Orban, Putin’s best European ally, is threatening to block Ukraine’s accession to the European Union and is arguing against a crucial European aid package for Ukraine at a summit this week, although France’s Emmanuel Macron will try to get him onside. Meanwhile, Orban’s representatives in Washington are meeting with far-right Republicans who want to prevent the United States from approving $60 billion in military aid for Zelensky’s fighters.
Quid pro quo
Republicans are split on the question of aid to Ukraine but united in a desire to stop migrants from crossing into the United States, so President Joe Biden is trying to appease them by putting more resources into securing the southern border.
The White House is wrangling with Senate Republicans to seek a compromise, but the holidays are coming, and they need to make a deal before they all leave for the year on Friday.
“Biden is under tremendous pressure to approve an additional aid package,” says Clayton Allen, Eurasia Group director for the United States. Such a deal would likely help him with voters later, said Allen, since border security “has proven a perennial issue for his reelection chances.”
To stop the increasing number of migrants, Biden is reportedly offering to expel migrants without processing their asylum claims using Title 42, a pandemic-era measure that Donald Trump used to turn away migrants on public health grounds.
If GOP leaders in the Senate can make a deal with Biden before the holiday break, it may allow Speaker Mike Johnson to sell it to enough of his members to get it through the House. On Tuesday, he said that border security was the “hill to die on.” Johnston will likely not be able to convince Freedom Caucus members — the people who are meeting with Orban’s representatives — but he may be able to put together enough votes to get it passed, as he did to avert a government shutdown last month.
Money on the line
Biden’s job may be easier than it looks because congressmen will be motivated by a desire for economic activity in their districts, says Christopher Sands, director of the Wilson Center’s Canada Institute. “All these wars do have a tendency to benefit us in that sense because it's such a big military production that'll help a lot of congressional districts.”
When the horse trading in Washington is over, it seems likely that Ukraine will get money to keep fighting Putin, but the politics is not getting easier as the war grinds on.
“Whether Orban is the mastermind or Putin, we've seen over the last couple of years that the authoritarian countries … have been going for our great weaknesses in democracies, which is free debate,” says Sands. Spreading fake news or propaganda is “the best way to weaken the support for Ukraine.”
Canadian Conservatives change sides
Until recently, all Canadian parties shared a consensus on support for Ukraine. More than a million Canadians trace their roots to that country, so there are good electoral reasons to support Zelensky, but the Conservatives under Pierre Poilievre have quietly started voting against aid to Ukraine. In the run-up to the next general election, Poilievre wants to avoid losing any conservative support to the far-right People’s Party of Canada, which has always opposed helping Ukraine, like populists around the world.
“I think what he understands is that he has to ameliorate the right flank,” says Canadian pollster Nick Nanos. “He's doing the political calculus that if he can pick up three points out of the PPC, that could put him into majority territory.”
The Conservative votes in Canada can’t stop aid to Ukraine, but it is nonetheless a sign that Zelensky’s diplomatic challenges are getting tougher. If the Russians can win in Western capitals, and Ukraine is left to its fate on the battlefield without support from NATO countries, Putin will be able to conquer its neighbor, and the West will be weakened.
“A collapsing USA now obviously has very significant near-term military implications for Ukraine,” says Allen. “It cuts off supplies of artillery and air defense, which are essential to Ukraine's offensive and defensive capabilities.”
But it also raises questions about the durability of US security commitments and guarantees with American allies. “A failure to approve additional Ukraine aid now,” says Allen, “will diminish US influence and leverage in negotiations and interactions moving forward.”
Zelenksy has used skillful diplomacy and media savvy to build global support for his country’s struggle against Russian imperialism, but time looks to be on Putin’s side.
What We’re Watching: Bibi’s defiance, US strikes in Syria, Lula’s China visit, Putin’s Hungary refuge, India vs. free speech
Bibi’s not backing down
Israelis waited with bated breath on Thursday evening as news broke that PM Benjamin “Bibi” Netanyahu was preparing to brief the nation after another “day of disruption” saw protesters block roads and strike over the government’s proposed judicial reforms.
The trigger for the impromptu public address was a meeting between Bibi and Defense Minister Yoav Gallant, also from the ruling Likud Party, who has voiced increasing concern that the looming judicial reform would threaten Israel’s national security, particularly as more and more army reservists are refusing to show up for training.
That never happened. While he talked about healing divisions, a defiant Netanyahu came out and said he will proceed to push through the reform, which, among other things, would give the government an automatic majority on appointing Supreme Court judges. This came just a day after the Knesset, Israel’s parliament, passed a bill blocking the attorney general from declaring Netanyahu unfit for office due to a conflict of interest over his ongoing legal woes and his bid to dilute the power of the judiciary. In response, the attorney general released a letter Friday saying Netanyahu's involvement in judicial reform is "illegal," suggesting a much-dreaded constitutional crisis may have begun.
Two things to look out for in the days ahead: First, what does Defense Minister Gallant do next? If he threatens to – or does – resign, it could set off subsequent defections and be a game changer. Second, how do the markets respond? Indeed, markets rallied Thursday before Bibi’s address in hopes that the government was set to backtrack on the reforms that are spooking investors, but the shekel value slumped after the speech.
US strikes Iranian-backed group in Syria
The US confirmed Thursday that it had struck an Iranian-backed group in northeastern Syria after a Tehran-aligned militia launched a drone attack against a US base near the province of Hasakah, killing at least one US contractor and injuring another contractor as well as five US troops.
While strikes on US bases in northeastern Syria are not necessarily uncommon, the scale of casualties seen Thursday is quite rare. Indeed, a high-ranking US official recently said that Iran’s Revolutionary Guards Corps, which takes orders directly from the supreme leader, has launched 78 attacks on US positions in Syria since Jan. 2021.
The US Department of Defense, meanwhile, said that the drone used in this attack was of Iranian origin, and that President Joe Biden had given the go ahead for a precision-guided retaliatory strike on an Iranian-backed group that reportedly killed 11 fighters.
Video footage suggests the strike was on Deir Ez-Zor, a province that borders Iraq and contains oil fields. The US still maintains around 900 troops in the country’s northeast after President Donald Trump ordered the withdrawal of roughly 2,000 troops in 2018. It is at least the fourth known attack on Iranian assets in northwestern Syria under the Biden administration.
Iran, for its part, has not commented on the strikes, but the likelihood of increased tensions with the US is only rising.
Lula takes his beef directly to Xi Jinping
“Tell me who you walk with,” the saying goes, “and I’ll tell you who you are.” Well, Brazilian President Luiz Inácio “Lula” da Silva is rolling deep to his upcoming summit with Xi Jinping, taking nearly 250 businesspeople along for the ride. More than a quarter of them are from Brazil’s powerful meat export industry alone.
That tells you everything about the trip’s main focus: trade, trade, and more trade. And why not? It was during Lula’s last stint as president that China displaced the US as Brazil’s largest commercial partner, fueling a historic economic boom as it gobbled up huge quantities of Brazilian meat, soybeans, and iron ore. Nowadays, facing a much tougher economic and political environment, Lula is keen to recapture some of that commercial magic.
But the geopolitical context also matters. Important as China is commercially, the US is Lula’s most important regional security and investment partner, and Washington was Lula’s first trip beyond Latin America as president. As the US-China rivalry deepens, Lula and his dealmaking entourage will need to tread carefully in a world that is splitting apart under their feet.
Hungary is a safe space for Putin
The Hungarian government said Thursday it wouldn’t jail Vladimir Putin if he came to Hungary, despite the International Criminal Court’s recent issuance of an arrest warrant for the Russian president for war crimes.
Budapest’s reasoning was a doozy: While they have signed and ratified the Rome Statute, which created the ICC, they say they haven’t gotten around to incorporating it into Hungarian law yet, so no-can-do on arresting Putin.
It’s all purely hypothetical, as there’s no chance of Putin going to Hungary any time soon. But that’s the point. Hungary’s avowedly “illiberal” PM Viktor Orban has long made clear that he won’t just toe the EU party line on Russia. He’s reluctantly gone along with EU sanctions on Russia, but he’s also said the EU is needlessly expanding and prolonging the war by arming Ukraine – something his government won’t do.
Moscow, for its part, says arresting Putin abroad would be “an act of war.”
India's opposition leader sentenced to prison for defamation
The world’s largest democracy seems to be getting less comfortable with a key tenet of it: free speech.
Rahul Gandhi, a member of the Indian National Congress, the main opposition party, was sentenced on Thursday to two years in prison for “defaming” Prime Minister Narendra Modi. He was also disqualified as a lawmaker by the lower house of parliament. In April 2019, Gandhi referred to the PM — along with two corrupt officials also named Modi and charged with embezzling millions of dollars — as “thieves.”
This is a big deal because Gandhi is Indian political royalty. After all, he's the son, grandson, and great-grandson of prime ministers (his great-grandfather, Jawaharlal Nehru, was India's first PM), and was surely planning to run against Modi for the top job in 2024. What's more, he recently completed a five-month-long march in hopes of reviving the Congress party, which for decades dominated Indian politics but took a beating from the BJP in the last election.
Although his party is appealing the conviction, the stakes are very high for Gandhi due to a provision in India’s election law that disqualifies MPs sentenced to, coincidentally, at least two years in prison for any offense, including defamation. Gandhi turned to Twitter in defiance, tweeting up a storm on Thursday with messages like "Long live the revolution" and quoting Mahatma Gandhi with "truth is my God."
Meanwhile, opposition groups accuse the PM of using the courts to go after his political rivals. Indeed, Gandhi’s sentence comes on the heels of the recent arrest on corruption charges of Manish Sisodia, the head of the AAP, another opposition party that runs the capital, New Delhi. Democratic backsliding indeed.
What We're Watching: Morocco plays French politics, 11th-hour EU/Hungary deal, big energy milestone
Atlas Lions vs. French far-right
When reigning champion France takes on underdog Morocco in the World Cup semifinals on Wednesday, French President Emmanuel Macron will be in the stands. And whatever happens on the pitch it’s almost certain to cause tremors for him at home. The “Rocky Balboa” success of Morocco’s “Atlas Lions” – the first Arab or African team ever to make it this far in a World Cup – has struck a chord with millions of first- and second-generation French citizens of Arab and African origin. The worry is that a small minority of those fans may riot in the streets after the match — regardless of whether Morocco wins or loses — as they did last weekend in Paris after first Morocco beat Portugal and then France defeated England in the quarterfinals. Popular far-righters like TV provocateur and former presidential frontrunner Éric Zemmour will surely seize on any unrest to advance their calls for tighter restrictions on immigration. And that will cause a problem for Macron himself, who’s under pressure from the French right to pass a new law targeting illegal immigrants.
Orbán-EU draw
Another round of confrontation between the European Union and perennial EU gadfly Viktor Orbán has concluded. Once again, the Hungarian prime minister and Europe have each made concessions. This is not a surprise. Hungary’s economy and currency are struggling, and the EU has money that Orbán’s government badly needs. But Orbán knows how to pick fights with Brussels that boost his standing at home and force the EU to compromise in order to get his support for urgent European priorities. Late Monday evening, Hungary dropped its objection to an 18 billion euro ($19.15 billion) EU aid package for Ukraine and a 15% minimum tax for big corporations. In return, Hungary will get 5.8 billion euros in badly-needed COVID recovery money, and the European Commission has agreed to unfreeze 1.2 billion euros of the 7.5 billion euros it had previously withheld over concerns about corruption and rule-of-law violations in Hungary. Both sides will claim victory, but the battle will continue: the EU is still demanding reforms in Hungary that would strengthen judicial independence and anti-graft oversight. This ain’t over.
Fusion breakthrough
Well, it lasted only a few trillionths of a second, but what a few trillionths of a second they were. In a historic breakthrough, US government scientists announced they’d successfully carried out a burst of nuclear fusion, a clean energy process that (mindbogglingly) generates more energy than it requires. The long-term implications for energy, climate, and geopolitics are huge. But first, let’s set your mind at ease — after all, “nuclear fusion” sounds scary. Fusion is different than fission. Fission is what powers today’s nuclear reactors (and atomic bombs). It works by splitting atoms in a way that releases huge amounts of energy, but also generates radioactive waste and the occasional nuclear plant meltdown. Fusion, on the other hand, is the opposite: a controlled process of mixing atoms together in to produce energy. No waste. No meltdowns. But also, for now, no guarantee it can replicated at scale outside of a lab. Still, if it could it would open the way to a world-changing source of clean and sustainable energy. China and the US are already locked in a high-stakes race to develop fusion for military and civilian purposes. That viability is decades away, but all decades start with a few trillionths of a second.What We’re Watching: UNGA meets amid global crises, Hungary scrambles to secure EU funds, protests persist in Iran
UNGA high-level talks begin
World leaders are gathering at the United Nations headquarters in New York this week for the annual General Assembly. The event kicked off Monday with a summit on education. On the plus side, they’re attending in person for the first time since the pandemic began. On the down side, the world is as divided as it’s been at any time since the Cold War. An overarching item on the agenda will be the ongoing war in Ukraine — debate will focus not only on how to end the war, but also the extent to which the nations of the world are willing to hold Russia accountable for starting the conflict and for potential war crimes. A second but related issue is the ongoing global food crisis, which has been worsened by the war in Ukraine despite a recent agreement to resume grain shipments from Ukrainian ports. The UN World food program is worried food prices could continue to rise over the next five years. Third is climate change, and UN Secretary-General António Guterres has warned that “the message to world leaders is clear: lower the temperature — now.”
EU takes aim at Hungary
The European Union and Hungary have squabbled for years over the EU’s right to impose rules and values on its members. The EU accuses PM Viktor Orbán of undermining democracy, rule of law, and the independence of courts and the media within his country for political gain. A talented and avowedly “illiberal” populist, Orbán styles himself as a defender of Hungary’s traditional values against Brussels’s elites. To force him into line, the EU has one effective tool: it can withhold large amounts of cash from a member state if it can prove that corruption in the country is leading to the theft of EU funds. On Sunday, for the first time ever, the EU used this mechanism, threatening to withhold 7.5 billion euros (about 5% of Hungary’s GDP) unless Budapest takes very specific steps to crack down on corruption. The Hungarian government, already grappling with high inflation, a weakening currency, and a coming energy crisis, has so far said all the right things about its willingness to comply. On Monday, it submitted an anti-corruption bill to parliament with the promise of more to come. But on November 19, the EU Council and the 26 other EU states will decide (by a qualified-majority vote) whether to withhold or deliver the funds.