Germany feels more uncomfortable with NS2 more than ever, but it feels equally uncomfortable with abandoning the project. And the reason for this is geopolitical.
It feels uncomfortable because it is concerned about Navalny and about Belarus, which are seen just the last points in a long list of aggressive acts by Russia. Ukraine was the wake-up call, the gamer-changer, 2020 is the confirmation that Russia is not really a partner.
Yet it's difficult to change course after years of pushing NS2 through against the will and views of EU neighbors. And US pressure doesn't help, as bowing to it would look as if Germany had become a vassal of Trump.
But the biggest problem for Germany is that skipping NS2 would change the country's relationship with Russia — something some commentators from Moscow are busy to emphasize (with warning undertones).
Germany's current relation with Russia has been defined by 1989/91. Moscow agreed to German unification, and it removed its troops from German soil. Helmut Kohl was very keen to keep this new friendship on track — a key plank of Germany's post-Cold War geopolitics.
And Schröder took it to the extreme, in his second term and certainly afterwards. But Merkel who took over 2005 left this track largely untouched — even if she has built a second confrontational track of German Russia policy, namely since Russia's attack on Ukraine 2014.
Yet while Germany pushed for tough economic sanctions, it was keen to provide Russia with an off-ramp: a path back towards cooperation. The energy relationship embodied by NS2 served as an important signal to Russia that Germany remains a friend (somehow) despite disagreements.
Cancelling NS2 would signal to Russia that this cozy partnership is finally over, that there is only one track left: tension and confrontation. Yet Germany doesn't want to send this signal — it certainly doesn't want to confront Russia alone (and somehow reverse 1989/91).
But Germany on Russia has no back-up. The US is, unlike in 2014, when Obama and Merkel worked hand in hand, currently not a partner on Russia. And Merkel's attempt to Europeanize the issue (share responsibility) has apparently failed.
If change is not being pushed, the status quo will prevail. At least at this point it seems highly unlikely that Germany will take bold steps to cancel NS2.
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The US and Israel can degrade Iran's nuclear program and diminish its ability to attack neighbors.
But if the regime survive, Russia and China may help it to rearm; and it may become even more dangerous -- and able to present a third front in a China/Russia vs West war scenario.
If the current campaign is supposed to lead to regional stability in the Middle East and to the weakening of China's and Russia's global power, there is no other way than regime change.
Europeans have a strategic interest in helping the US and Israel to achieve such an outcome. As have the Gulf Arabs, Turkey and Japan, India and other Asian countries who oppose Chinese hegemonic ambitions.
Russia's war against Ukraine could have been the moment at which the Europeans would have gotten together and proved that their talk about "sovereignty", "learning the language of geopolitics", "Europe as a power" is a true ambition, backed up by deeds.
Yet that didn't happen. Only the North and the Northeast delivered. Most European countries failed to rise to the occasion. They were happy to be led by Biden. Only under the shield of the US were they ready to deliver weapons to Ukraine. And they always just did the minimum.
The fact that the US is leading the negotiation with Russia is not an accident; it is a logical consequence, a reaction to the non-existence of Europe as a serious, homogenous power willing to push back against Russia seriously.
My quick take on tomorrow's meetings in Washington.
The problem: After having failed to convince Putin, Trump has lost interest in Ukraine.
The risk is that he a) blames Zelenskyy for the failure, and b) entirely stops supporting Ukraine.
Europeans join Zelensky to prevent that he gets ambushed by Trump -- that Trump tells him what he has agreed with Putin and that he must pursue on that path.
Putin has skillfully laid that trap.
What Europeans want to achieve is a) that Trump doesn't look at Ukraine from Putin's perspective (after the meeting with him), and b) doesn't entirely turn against Ukraine, stopping all support, even weapons that Europeans can buy from the US.
Iran has built his bet to dominate the region as the new hegemon in a "post-American world" on its ally-proxies (Hamas, Hisbollah, Houthis, militias in Syria and Irak), on its missiles and its nuclear program.
After the attack by Iran's ally-proxy Hamas in October 2023, Israel has decided that it has to act to stop Iran's aggressive expansion -- and diminished all three pillars of Iranian power.