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Welcome back to Euractiv’s Global Europe Brief, your weekly update on the EU from a global perspective. Subscribe to receive our newsletter here.

Dear readers,

good Sunday morning from Washington DC!

We are two days away from a landmark US presidential election, and with Harris and Trump remaining neck-and-neck in the polls, the results are as unpredictable as ever.

Flying across the pond, I finally watched Civil War, a movie that follows a group of journalists travelling in a war-torn US. And, oh boy, it did fill the quota of existential dread ahead of this week.

In today’s edition:

  • How Europe is bracing for impact on our side of the Atlantic
  • Georgia's slide into post-election uncertainty 
  • Europe's Middle East toolbox, unused
Europe braces for a more inward-looking US

No matter who wins the White House, Europeans might need to prepare for a more inward-looking US.

When one asks European America-watchers these days, there are currently a few strains of thought for the day after Tuesday.

If former Republican US President Donald Trump wins, the more pessimistic pundits seem to be a growing sense that gloves could be off and Europe could look to five years of foreign policy unpredictability across the Atlantic.

This could include economic nationalism, high trade tariffs and very pointed debates about security burden-sharing.

The more optimistic pundits say there is a chance his second administration might not go in with the bulldozer and try to undo NATO. Still, his peace effort in Ukraine could result in increased efforts to end Russia’s war – with uncertainty about where this would leave Europe’s long-term security.

No one can be sure.

European diplomats and officials that spoke to Euractiv over the past months emphasised how much of a 'black box' Trump's Republican camp is to them.

European trade officials are especially readying measures to hit back if Trump tries to start a trade war with the EU once in office, especially after warnings that Europeans would pay a 'big price' for not buying enough American exports, people familiar with the preparation say.

European security officials, meanwhile, find it far more difficult to plan for a permanently less engaged US when it comes to protecting Europe.

The EU's recent push on defence investment, tech sovereignty, and securing raw materials is still far from being able to provide a security net, they say.

"The reasons for this extraordinary anxiety in Europe have to do with the way in which the election has raised questions about longer-term European futures that will be very difficult to address in the near term," Ian Lesser, president of the German Marshall Fund in Brussels, told Euractiv.

"To create a much stronger European defence capability is the work of years if not decades – it is not something that can be done overnight, regardless of US policy," he said.

With Europeans increasingly looking to ramp up their own competitiveness and, if needed, to walk it alone on security, Lesser said, "In a sense, we are in an inward-looking moment on both sides of the Atlantic."

Most pundits see commitments to NATO and Europe’s security remain stable under Harris, despite an increasing shift to the Indo-Pacific, and the White House would keep backing Ukraine but ultimately face some kind of talks to end the war.

But even if Harris wins, disengagement could be in the cards, albeit not a very abrupt one.

Some on our side of the Atlantic might increasingly harbour the feeling that Europe just is not as important to Washington as it once was.

Both the uncoordinated withdrawal from Afghanistan and AUKUS, a tripartite agreement between the US, UK, and Australia in the Indo-Pacific, are widely seen as wake-calls.

Washington's ceasefire talks in the Middle East and hesitance in supporting Ukraine to win not only the fight but the war are more recent considerations.

Whether Trump or Harris, "regardless of the outcome, if the question is about whether the US are self-absorbed, it is in some sense already self-absorbed," Lesser told Euractiv.

"Europe is going to be dealing with a very chaotic and sometimes even dysfunctional America, and it will not be a recipe for easy [transatlantic policy-making]," he said.

Part of that would be a question of balance of power between the White House and US Congress, where Republicans currently hold a majority in the House, while Democrats control the Senate – both by slim margins.

Polls suggest the two parties could switch control of each chamber and, dependent on the margins, potentially paralyse US policymaking in the next years.

Not to mention the question of what happens on the day after elections. With the presidential race expected to be extremely close, and if the vote is contested, there could be a lengthy battle ahead.

In 2020, it took four days to call the state of Pennsylvania, which delivered enough electoral college votes to clinch Biden’s victory.

The actual winner may not be known until a few days up until a fraught few weeks between 5 November and 6 January, traditionally the inauguration of the new president.

Transatlantic Watch

LAST STRETCH | The US presidential race might be seeing a photo finish, as most recent polls show that both Harris and Trump will battle to the wire in swing states Nevada, North Carolina, Wisconsin, Georgia, Pennsylvania, Michigan and Arizona.

ON THE TRAIL | A coalition of European Green parties has called on US Green Party candidate Jill Stein to end her presidential bid and endorse Harris to prevent those votes being wasted.  Unlikely to happen, though, Green EU lawmaker Daniel Freund told Euractiv.

"Two things that are nearly completely absent from this campaign, both on the Republican but also on the Democrat side, are Europe and climate," Freund, who's been touring the country before Tuesday's election, said.

"The current polarisation in the country has led to a very inward-looking and not very future-oriented campaign, and that obviously is bad news for Europe," he added.

Asked about lessons learned from the US campaign trail for Europe, Freund said it would be important to look closer as "we also have those in Europe that basically want to follow that kind of US-style divisions."

"Other than divisions and logistics, seeing sort of how much money is involved in US campaigning, I hope that not everything does come over to Europe in a few years," he added.

GREAT EXPECTATIONS | While Harris and Trump are locked in tight polls, Europeans have a clear favourite.

Capitals are cautiously awaiting the results of an election in which they have no say, but that will undoubtedly have a decisive influence on the future of the old continent.

It is clear that most of them are currently spending more time visualising a Trump return to power than a Harris victory. We have got an overview for you here.

WEST EUROPE POLLS | A most recent YouGov poll suggests most Europeans – even those normally voting for the far right, would want to see Harris win the presidential election across the pond.

Voters in the UK (61%), France (62%), Germany (71%), Italy, Spain (65%), Sweden and Denmark (81%) found she was the preferred winner, with sizeable majorities in favour of Harris in all except Italy (46%), who opted for Trump.

However, fewer are confident that Harris will actually win, with 43% in Italy, 46% in Sweden and the UK, 47% in France, 52% in Spain, and 61% in Germany. Most also expect violence if Trump is not elected, with Danes being the pessimistic outliers, with 73% believing there will “definitely” or “probably” be violence if Harris wins.

BRACE YOURSELVES | With EU leaders gathering in Budapest later next week for their informal summit, expect the outcome of the US elections to loom large over the meet.

Hungarian host Viktor Orbán said that Europe would need to rethink its support of Ukraine if Trump were elected president. It is no secret that both are on the same page when it comes to attempting a push for a forced negotiation.

Over the past year, Orbán has been in the crosshairs with Brussels over his close ties to Russia, opposition to aid for Ukraine and, most recently, increasingly rogue diplomatic efforts such as in Georgia.

"It could easily turn out that those two are made for each other; what do we do then?" one EU diplomat said, adding, "They could try to create the perfect appeasement axis towards Putin."

PROTECTIONISM, STUPID | EU leaders will have to contend with the economic fallout of growing US protectionism regardless of who wins next week’s presidential polls.

“I think the best-case scenario [for Europe] is the Harris administration continuing protectionist policies as Biden did – with a friendly face,” one Bruegel analyst told Euractiv.

EAST-MED IMPACT | A victory of Harris or Trump is expected to change the balance among local players in Europe’s eastern Mediterranean region.

Wider Europe

MOLDOVA, ROUND 2 | As a follow-up to last weekend's nailbiter election round, Moldovans this Sunday vote in a presidential runoff that has been overshadowed by election meddling allegations and could see Moscow gain more influence in a diplomatic battleground between Russia and the EU.

GEORGIA AFTERMATH | Georgia’s European partners should use their leverage on the ruling Georgian Dream party following the disputed parliamentary election, the country’s President Salome Zourabishvili told Euractiv in Tbilisi last week.

But Brussels language has so far fallen flat of any actual measures. Also, while Georgians had followed the protest calls by the opposition, their turnout so far has been smaller than that of protests against the Kremlin-style 'foreign agent law' earlier this year.

The European Commission reiterated this week that it would not be able to recommend opening accession talks with Georgia "unless Georgia reverts the current course of action," according to its annual report on the Union's enlargement policy.

Defence Briefing

NIINISTÖ REPORT | All households in the EU should be prepared to live self-sufficiently for at least 72 hours, according to a long-awaited EU security pitch presented by Finland's former President Sauli Niinistö.

Europe should also increase its defence funding 'at a much faster pace' so it can shift between civilian and military needs in case of crisis, the report urged.

EU in the World

UNUSED TOOLS | As the next European Commission is expected to increase its focus on the Mediterranean neighbourhood, the Middle East is expected to be a litmus test of just how serious the EU is of upping its foreign policy muscle.

But the EU’s hesitancy to wield its 'toolbox' in the region could undermine its role in regional security, Nasser Kamel, secretary-general of the Union for the Mediterranean (UfM), told Euractiv in an interview.

What else we're reading
On our radar next week
  • Moldova presidential election, second round
    | Sunday, 3 November 2024 | Chisinau, Moldova
  • EU’s chief diplomat Borrell in South Korea for first Strategic Dialogue
    | Su-Mo, 3-4 November 2024 | Seoul, South Korea
  • Hearings of European Commissioners in European Parliament start
    | Mo-Tue, 4-12 November 2024 | Brussels, Belgium
  • NATO Secretary-General Rutte meet German Chancellor Scholz
    | Monday, 4 November 2024 | Berlin, Germany
  • Georgian opposition to protest after contested elections
    | Monday, 4 November 2024 | Tbilisi, Georgia
  • US Presidential Elections
    | Tuesday, 5 November 2024 | United States
  • NATO Secretary-General Rutte meets Italy’s Prime Minister Meloni
    | Tuesday, 5 November 2024 | Rome, Italy
  • European Political Community Summit
    | Thursday, 7 November 2024 | Budapest, Hungary
  • Informal European Council Summit
    | Friday, 8 November 2024 | Budapest, Hungary

Drop me a line at alexandra.brzozowski@euractiv.com for leaks, tips and comments,
or contact me on Twitter: 
@alex_owski

 

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