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  • Macron’s slow but bold U-turn on Ukraine

    Macron’s slow but bold U-turn on Ukraine

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    PARIS — French President Emmanuel Macron missed the boat on Ukraine.

    Faced with Russia’s military build-up and subsequent invasion of its neighbor, Macron dove down a rabbit hole of fruitless talks with Vladimir Putin. At a moment when he could have taken the helm as the leader of Europe, he miscalculated and failed to seize the political initiative.

    Instead, in Europe, it was the likes of the Euroskeptic British premier Boris Johnson who took the lead on rallying support for President Volodymyr Zelenskyy and providing arms. While Johnson was a hero in Kyiv, Macron infuriated the Ukrainians by insisting that Putin should not be humiliated and suggesting that Moscow deserved “security guarantees.” Ukraine, the French president said, was “in all likelihood decades” from joining the EU.

    But a sea change has taken place in Paris since. The French president has now picked up the mantle as one of Ukraine’s strongest allies, pledging support “until victory,” seeking to lead on issues such as NATO membership and military support, just as Europeans fret that U.S. support is flagging, with increasing concerns that a potential Donald Trump presidency could deprive Ukraine of its most important ally.

    “Macron was fixated by the idea of playing a mediation role between Putin and Zelenskyy. And this meant he was extremely prudent when it came to arms deliveries,” François Heisbourg, senior adviser to the International Institute for Strategic Studies said. But early this year “Macron finally understood that Putin was taking him for a ride, and wasn’t interested in negotiating,” he added.

    French diplomats, however, won’t go further than to say the president “has clarified” his position on Ukraine.

    Where the French have broken most significantly from their long-standing position is on the issue of EU enlargement. Beyond the war in Ukraine, France is now seeking new allies, wants to lead on enlargement and is war-gaming how an enlarged EU would work. There is frenetic diplomatic activity behind closed doors in Paris and beyond. The French government is leading consultations and testing red lines ahead of a big speech Macron is set to give early next year, setting out his ambitions for enlargement that has already been dubbed “Sorbonne bis,” according to several French officials, in a reference to a policy-setting Europe speech Macron gave at the Sorbonne University in 2017.

    Change of heart

    For months following Russia’s full-scale invasion of Ukraine last year, the French president appeared to zig-zag on how to deal with Russia. Putin was a personality he had struggled to read. In a 2019 interview with the Economist, Macron mapped out a picture of how he reckoned a logical Putin would ultimately come to the realization that he would need to form “a partnership project with Europe.” It was a generous vision of Putin’s mindset that underestimated the gnawing historical primacy of the Ukraine question.

    In December last year, Macron’s U-turn started to become more evident. He gave a forceful speech saying he would support Ukraine “until victory.” Only a couple of weeks earlier he had stated that the West should give Russia “security guarantees.”

    In May this year, Macron hinted at a new awareness, telling Central and Eastern Europeans in Bratislava that he believed France “had sometimes wasted opportunities,” and failed to listen to their memories of Soviet brutality. 

    That same month, France gave the U.K. permission to export Franco-British Storm Shadow cruise missiles to Ukraine, which was followed by deliveries of French long-range SCALP-EG cruise missiles. According to Heisbourg, it was a decisive signal, because France was doing what the U.S. has so far refused to do.

    But Macron’s previous diplomatic serenades toward Putin have left their mark. According to a French diplomat, Macron “shot himself in the foot” in making too many overtures to Moscow, telling reporters that “Russia should not be humiliated.” In the early months of the war, “it overshadowed what we did do, the military support, the European unity,” said the diplomat who like others quoted here was granted anonymity to talk candidly about a sensitive matter. Another French diplomat put it more bluntly: “Macron missed his Churchillian moment.”

    Ukrainian President Volodymyr Zelenskyy and French President Emmanuel Macron in Paris on May 14, 2023 | Ludovic Marin/AFP via Getty Images

    Macron’s government is now firing on multiple fronts in favor of Ukraine: EU enlargement, military support and NATO. This month, the French presidency announced they were opening talks with Ukraine to sign a bilateral security agreement following the NATO summit in Vilnius.

    “We are not naïve, we took a big step … but we are not kidding ourselves that people will think France has changed overnight,” said a third French diplomat.

    Speeding up on enlargement

    As recently as 2019, Macron was opposed to opening membership talks with North Macedonia and Albania.

    “France has never been anti-enlargement, but it has always been prudent about it,” said Georgina Wright, Europe director at the Paris-based Institut Montaigne. “France has always said the EU must deepen before it can widen, because there was a fear by enlarging the EU would become more dysfunctional,” she said.

    But in a recent speech, Macron called for “boldness” in embracing enlargement, floating the idea of a “multispeed Europe” to keep up the drive toward greater integration.

    For France, the change is also set against the realization that the Balkans and Moldova — not just Ukraine — are on the front lines of a hybrid war against Russia.

    “There’s a real awakening that we are on the eve of a historic moment, similar to the Fall of the Berlin Wall, with a new wave of EU enlargement …which will help stabilize the Continent,” said Benjamin Haddad, an MP for Macron’s Renaissance party.  

    But the change of heart may also boil down to some hard-nosed political calculus. France’s initial diplomatic initiatives with Putin alienated Central and Eastern Europeans. With talk of the center of gravity shifting eastward, France needs support beyond its traditional allies such as Germany, Italy and Spain, if it wants to influence the change it now sees as inevitable.

    Getting political

    With the European election looming next year, France is gearing up for a battle of opposing visions, between Europhiles arguing the EU protects citizens and populists shining a spotlight on the Union’s failings.

    In France, where the far-right National Rally is riding high in the polls, and most recently the former French President Nicolas Sarkozy slammed ambitions to bring Ukraine into the Union — an anti-enlargement position held by several French political heavyweights before him, the fight is expected to be bloody.

    Haddad says his camp will argue that the EU, even enlarged, will protect citizens against the upheavals of the world: the war in Ukraine, “a predatory China,” and a possible Trump presidency. “If the far right had been in power … Russia would be occupying all of Ukraine,” he said.

    But what may also undermine Macron’s new drive is what Heisbourg calls “the temptation towards mediation,” adding that the French president failed to recall France’s policy on Taiwan during a visit to Beijing, in a bid to get China to play a mediation role with Russia.

    “This temptation makes our partners skeptical despite the real and profound change [in France], the fear is that we might return to our old ways,” he added.

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  • Thierry Breton: Brussels’ bulldozer digs in against US

    Thierry Breton: Brussels’ bulldozer digs in against US

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    Thierry Breton is winning the war of ideas in Brussels.

    The ex-CEO is a political whirlwind with a gigantic portfolio as internal market chief, the backing of French President Emmanuel Macron and lots of proposals. He’s been touring European Union capitals to win support for plans to shield Europe’s industry from crippling energy prices, American subsidies and “naive” EU free traders.

    France’s decades-long push for more state intervention is finally finding some echo in Berlin and the 13th floor of the Berlaymont building, occupied by European Commission President Ursula von der Leyen, who largely owes her job to Macron.

    Omnipresent and ebullient, Breton is playing a key role in marshaling industry and political support for sweeping but so far vague plans to boost clean tech, secure key raw materials and overhaul EU checks on government support that he blasts as too slow to help companies.

    “Of course there is resistance; my job is precisely to manage and align everyone,” he told French TV this week of his January meetings with Spanish, Polish and Belgian leaders to flog a forthcoming industrial policy push that could be a turning point in how far European governments will finance companies.

    Time is short. Von der Leyen wants to line up proposals for a February summit. European industry is complaining that it can’t swallow far higher energy prices and tighter regulation for much longer, with at least one announcing a European shutdown and an Asian expansion.

    Breton said governments don’t need convincing on the need for rapid action. But he’s running up against one of Europe’s sacred cows — EU state aid rules run by Executive Vice President Margrethe Vestager that curb government support with lengthy checks to make sure companies don’t get unfair help. She’s also under intense pressure to preserve a “level playing field” as smaller countries worry about German and French financial firepower.

    The French internal market commissioner’s bullish style often sees him act as if he’s got a role in subsidies. In the fall, he sent a letter to EU countries asking them to send views on emergency state aid rules to the internal market department, which is under his supervision, two EU officials recalled. 

    In a meeting with European diplomats, a Commission representative had to correct it, the EU officials said, asking capitals to make sure the input goes instead to the competition department overseen by Vestager. 

    Europe First

    While Breton doesn’t like to be called a protectionist, his latest mission has been to protect Europe from its transatlantic friend.

    As early as September, one Commission official said, the Frenchman was mandated by Europe’s industry to speak out against U.S. President Joe Biden’s Inflation Reduction Act, which provides tax credits for U.S.-made electric cars and support to American battery supply chains.

    U.S President Joe Biden gives remarks during an event celebrating the passage of the Inflation Reduction Act on September 13, 2022 | Anna Moneymaker/Getty Images

    His Paris-backed campaign charged ahead while EU officials and diplomats tiptoed around the subject. Some within the Commission headquarters found his bad cop routine helpful in keeping pressure on the U.S. 

    “He’s been constructive, though clearly disruptive,” said Tyson Barker, head of the technology and global affairs program at the German Council of Foreign Relations.

    The Frenchman has even pitched himself as the bloc’s “sheriff” against Silicon Valley giants, warning billionaire Elon Musk that an overhaul of the Twitter social network can only go so far since “in Europe, the bird will fly by our rules.”

    “Big Tech companies only understand balances of power,” said Cédric O, a former French digital minister who worked with Breton during the French EU Council presidency. “When [Breton and Musk] see each other, it necessarily remains cordial, but Breton shows his teeth and rightly so. It’s his job.”

    Breton can even surprise his own services, according to two EU officials. In May, the Commission’s department responsible for digital policy — DG CONNECT — was caught off guard when Breton announced in the press that he would unveil plans by year-end to make sure that technology giants forked out for telecoms networks. 

    In so doing, Breton — who was CEO of France Télécom in the early 2000s — resurrected a long-dormant and fractious policy debate that had been put to rest almost a decade ago, when erstwhile Digital Commissioner Neelie Kroes ordered Europe’s telecoms operators to “adapt or die” rather than seek money from content providers.

    After Breton’s commitments, the Commission’s services were soon scrambling to develop some sort of a coherent policy program to deliver on the Frenchman’s comments. A consultation is scheduled for early this year. 

    Carte blanche

    Breton is a rare creature in the halls of the Berlaymont, where policy is hatched slowly after extensive consultation. To a former CEO with a broad remit — his portfolio runs from the expanse of space to the tiniest of microchips — rapid reaction matters more than treading on toes or singing from the hymn sheet. This often sees him floating ideas and then pulling back.

    Last year he alarmed environmentalists by raising the prospect of a U-turn on the EU’s polluting car ban. He wagged his finger at German Chancellor Olaf Scholz for a solo trip to China. He called for nuclear energy to be considered green. He has pushed out grand projects — such as industrial alliances on batteries and cloud, or a cyber shield — that he doesn’t always follow up on.

    He’s even pushed forward a multibillion-euro EU communication satellite program dubbed Iris², a favorite of French aerospace companies, that will see the bloc build a rival to Musk’s space-based Starlink broadband constellation.

    “It’s clear that he’s been given more free rein than others,” said one EU official. “He has von der Leyen’s ear,” the official added, noting that Breton enjoys “privileged access” to the Commission president — who may be mindful that she’ll need French support for a second term.

    According to an official, Breton “has von der Leyen’s ear” and enjoys “privileged access” to the Commission president | Valeria Mongeli/AFP via Getty Images

    Indeed, Breton’s massive role was partly designed as a counterweight to a German president.

    “There is a criticism of von der Leyen for being too German,” explained Sébastien Maillard, director of the Jacques Delors Institute think tank. “There may inevitably be a division of roles between them — [where Breton is] a counterbalance.”

    He’s been called an “unguided missile,” but more often than not, the Frenchman has Paris’ backing when going off script. His October op-ed with Italian colleague Paolo Gentiloni, which called for greater European financial solidarity, was part of France’s agenda, according to one high-ranking Commission official.

    “When he went out in the press with Gentiloni against Scholz’s €200 billion, he was clearly doing the job for Macron,” the official said. 

    His November call for a rethink on the 2035 car engine ban came just after a week after critical green legislation had been finalized by Commission Executive Vice President Frans Timmermans and jarred with the EU’s own position at the COP 27 climate summit in Indonesia. But it aped the position of French auto industry captains, such as Stellantis CEO Carlos Tavares and Renault’s Luca de Meo, who wanted Brussels to slam the brakes on the climate drive.

    Breton had not coordinated his car comments with colleagues in advance, according to two Commission officials.

    Less than 10 days later, French Prime Minister Elisabeth Borne echoed caution about the “extremely ambitious” engine ban and warned that pivoting to electric car manufacturing was daunting.

    Going A-list

    Breton acknowledged himself that he wasn’t Macron’s first choice for the critical EU post, telling POLITICO at a live event that he was a “plan B commissioner.”

    Asked if he was targeting an A-list job for the new Commission mandate in 2024, he said he “may be able to consider a new plan B assignment — if it is a plan B.”

    “He is thinking about the future,” said one EU official. “Look at his LinkedIn posts. He is thinking past the next European elections. He definitely wants to convince Macron to get an expanded portfolio.” 

    Grabbing the Commission’s top job may be tricky, relying on how EU leaders will line up, according to multiple EU and French officials. 

    There are other jobs, including overturning the unwritten law that no French or German candidate can hold the economically powerful competition portfolio. Another option could be becoming Europe’s official digital czar, combining the enforcement powers of the Digital Services Act and the Digital Markets Act into a supranational digital enforcement agency, one EU official said.

    Breton has shrugged off speculation on his long-term plans.

    “All my life, I have been informed of my next potential job 15 minutes before,” he said last month.

    Jakob Hanke Vela, Stuart Lau, Barbara Moens, Camille Gijs and Mark Scott contributed reporting.

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