EU's sweaty summer — what you missed (and what matters)

“Europe is in a fight.” With those words, Ursula von der Leyen set the tone for her State of the European Union speech — framing this as Europe’s “Independence Moment.” She proposed sanctions on extremist Israeli ministers over Gaza; floated using frozen Russian assets for Ukraine; and backed calls for a drone wall to protect the bloc's eastern flank against Russia. She also pledged action on jobs, poverty and housing. But were those fighting words enough to bridge the gap between promises and reality — or did they simply paper over a fraying coalition? Host Sarah Wheaton is joined by Rym Momtaz, editor-in-chief of Carnegie Europe’s Strategic Europe blog; Carsten Brzeski, ING’s global head of macro research; and Sorcha Edwards, secretary general of Housing Europe, to unpack the geopolitics, economics and social policy in the speech. We’ll also hear from POLITICO’s Max Griera in Strasbourg, with on-the-ground reactions from MEPs — and look across the border to France, where President Emmanuel Macron faces fresh political turmoil after the government of Prime Minister François Bayrou collapsed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Under the jackhammers on Schuman, Brussels is filling back up for the rentrée — and the fault lines are showing. Host Sarah Wheaton is joined by colleagues Clea Caulcutt, Nick Vinocur and Paul Dallison to unpack a cliff-edge week: France’s confidence vote on an austerity budget that could topple Prime Minister François Bayrou and push Paris back into chaos; Europe’s next moves on Ukraine; and Ursula von der Leyen’s big address in Strasbourg on the EU’s place in a shifting world. It’s a tough speech to deliver, with few clear wins to trumpet. Plus, our resident comedian brings von der Leyen bingo back: Place your bets on how many times she will say “competitiveness.” Learn more about your ad choices. Visit megaphone.fm/adchoices

From a picturesque mountain resort in Austria, at the European Forum Alpbach, host Sarah Wheaton unpacks fresh threats by the U.S. to hit countries with tariffs over their digital rules — drawing instant reactions from the European Commission’s Sabine Weyand and Nobel laureate Joseph Stiglitz. She then sits down with former Spanish Foreign Minister — now dean of the Paris School of International Affairs at Sciences Po — Arancha González Laya, to ask how Europe can move from “limping along” to setting the pace on trade, tech and alliances. Learn more about your ad choices. Visit megaphone.fm/adchoices

Just when we thought we could get a break for the summer, geopolitics had other plans. This week on EU Confidential, host Sarah Wheaton is joined by POLITICO colleagues Jordyn Dahl, Gabriel Gavin and Jan Cienski for a catch-up on what moved while the bubble was at the beach. From Alaska to the White House: Did anything real shift on Ukraine beyond choreography? We break down the EU-U.S. tariff framework and turn to Gaza — where Brussels is grasping for some sort of leverage — and how the politics split across capitals. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, we’re taking a breath. EU Confidential is stepping away from summits, trade battles, and late-night trilogues — and turning to something more refreshing: books. Host Sarah Wheaton is joined by audio producer (and self-confessed book nerd) Dionisios Sturis for this special summer reading edition. From sharp political non-fiction to playful fiction, poetry and literary escapes, we’re sharing what EU insiders are packing in their holiday bags — and what they think you should read this summer. You’ll hear from: -Kaja Kallas, the EU’s top diplomat - Jessica Rosencrantz, Sweden’s minister for EU affairs - Glenn Micallef, Commissioner for intergenerational fairness, youth, culture and sport - And from listeners and colleagues with their own smart, silly, brainy and bloody picks We also speak with Jeroen Reijnen, author of "Big in Brussels" — an insider’s guide to surviving (and thriving) in the EU bubble. So pour yourself something cold, put your phone on silent, and dive in.And here is our summer reading list: Bonjour Tristesse – Françoise Sagan Killing Thatcher – Rory Carroll Do Not Disturb – Michela Wrong The Great Game – Peter Hopkirk The Situation Room – George Stephanopoulos Autocracy, Inc. – Anne Applebaum I Giorni di Vetro (The Days of Glass) – Nicoletta Verna Dak li l-Lejl Iħallik Tgħid (What the Night Lets You Say)– Pierre J. Mejlak The Vegetarian – Han Kang Human Acts – Han Kang Tatendrang (Urge for Action) – Theresia Töglhofer The Spy Who Came in from the Cold – John le Carré Perfection – Vincenzo Latronico Prague – Arthur Phillips Mrs. Dalloway – Virginia Woolf Common Sense: A Political History – Sophia Rosenfeld I Want to Go Home But I’m Already There – Róise Lanigan The Redbreast – Jo Nesbø The Kingdom – Jo Nesbø The Kindly Ones – Jonathan Littell The Empusium – Olga Tokarczuk Tell Me Everything – Elizabeth Strout There Lives the Young Girl in Me Who Will Not Die – Tove Ditlevsen Notes from a Big Country / I’m a Stranger Here Myself – Bill Bryson H is for Hawk – Helen Macdonald Learn more about your ad choices. Visit megaphone.fm/adchoices

Trillions of euros, almost as many priorities — and just over two years to agree. The European Commission has unveiled its sweeping new seven-year budget proposal, and the fight over where the money goes is already heating up. Host Sarah Wheaton is joined by POLITICO’s Gregorio Sorgi and Bartosz Brzeziński to break down the big winners and losers in the 2028–2034 MFF (Multiannual Financial Framework, as the EU's long-term budget is known) — from slashed farm spending to a five-fold boost for defense and competitiveness. What’s the political vision behind the numbers? And what does the chaotic rollout tell us about Ursula von der Leyen’s grip on the process? Then we shift to the escalating transatlantic trade fight. With Donald Trump having threatened 30 percent tariffs on EU exports, Brussels must decide whether to appease, retaliate — or something in between. You’ll hear highlights from a POLITICO Pro panel featuring trade reporters Camille Gijs and Ari Hawkins along with editor Doug Busvine. If you’re interested in a Pro subscription, learn more here: https://www.politico.eu/why-go-pro/ Further reading: Brussels slashes the EU farm budget, calls it a win. Farmers call it a declaration of war, by Bartosz Brzeziński, Lucia Mackenzie and Ferdinand Knapp The muddled €1.8 trillion EU budget launch that exposes von der Leyen’s weaknesses, by Gregorio Sorgi Learn more about your ad choices. Visit megaphone.fm/adchoices

Ursula von der Leyen survived a motion of censure — but not without sustaining damage. In Strasbourg, tensions within her pro-European coalition burst into the open, with allies accusing her party of flirting with the far right (again) and warning they could soon turn on her. In this bumper episode, host Sarah Wheaton — who made the journey to Strasbourg — brings you insight from behind the scenes in the European Parliament. She speaks with Gheorghe Piperea, the Romanian hard-right MEP who authored the motion; Socialist Vice President of the Parliament Katarina Barley; and senior EPP lawmaker Siegfried Mureșan. And in a gripping, deeply personal dispatch from Kyiv, Veronika Melkozerova takes us inside the terrifying reality of life under relentless Russian bombardment — a must-listen glimpse into the emotional and physical toll of war. You can read Veronika's essay here: Reporter’s notebook: My deadly routine in Kyiv. Learn more about your ad choices. Visit megaphone.fm/adchoices

Europe baked, the Atomium shut early — and Brussels finally unveiled its long-delayed climate target. Host Sarah Wheaton speaks with POLITICO Climate Reporter Louise Guillot, Chief Foreign Affairs Correspondent Nick Vinocur and EU Politics Reporter Max Griera about the EU’s new 2040 goal: What a 90 percent emissions cut really means, why critics say it’s already being softened, and how Denmark’s presidency of the Council of the EU plans to juggle climate, migration and more amid stormy politics. We also pull back the curtain on Ursula von der Leyen’s powerful gatekeeper, Bjoern Seibert — and on Viktor Orbán’s crackdown on Budapest Pride. Later, POLITICO’s Cities Correspondent Aitor Hernández-Morales joins to explore how Europe’s cities are navigating the heat — both political and literal — and why so many mayors are now turning to Brussels for help with urgent issues like housing. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week’s episode of EU Confidential comes to you from the Europa building in Brussels. We’ve been covering not one but two high-stakes gatherings, starting with NATO’s June 24-25 summit in The Hague, where Donald Trump got the royal treatment. June 26 brought the EUCO summit in Brussels, where the real work began of figuring out how to fund the new 5 percent defense spending pledge that countries had taken on. Host Sarah Wheaton is joined by POLITICO’s Clea Caulcutt and Nick Vinocur to unpack what went down at both meetings. Later we head into the real palace intrigue: The European Commission’s threat to pull a minor Green Deal law triggered a revolt among centrist lawmakers and is now raising big questions about Ursula von der Leyen’s political future. We break it down with POLITICO’s sustainability reporter Marianne Gros, senior climate correspondent Karl Mathiesen, and politics reporter Max Griera. Learn more about your ad choices. Visit megaphone.fm/adchoices

As NATO leaders prepare to endorse a dramatic defense spending hike, Europe faces a reckoning: Where will the money come from — and will new tanks mean cuts to pensions? Host Sarah Wheaton speaks with Michelle Haas, a defense analyst at Ghent University and an associate fellow at the Egmont Institute, about how the proposed 5 percent target is landing across the continent — and how countries are planning to fund the military buildup (or pretend to in order to placate Donald Trump). Then, two politicians, one from the center right and the other from the center left, explain why they think the push goes too far. Sammy Mahdi — leader of Belgium’s Flemish Christian Democrats (CD&V), a party in the country’s governing coalition — calls the 5 percent goal “crazy.” Ralf Stegner, a senior German Social Democrat, co-authored a provocative manifesto urging Chancellor Friedrich Merz to invest in diplomacy, not militarization. Learn more about your ad choices. Visit megaphone.fm/adchoices