Tuesday, December 16, 2025

European Council - Think Tank Review - December 2025

 

Think Tank Review - December 2025

Photo depicting a young woman with her laptop and in the background photos of data centers.
European Union

EU politics and institutions

Think tanks speculate about the paths the EU may choose to take in 2026, based on the Commission’s plans for the year ahead. They argue that 2025 exposed Europe’s dependencies, vulnerabilities and lack of power, and ask whether Europeans can turn 2026 into a year of renewed strength. They also argue that 2026 will require strong joint leadership by national governments and the EU. Reports observe that the 2025 enlargement package signals a shift from rhetoric to resolve, at least for some candidate countries. Nevertheless, this view is not shared by all member states, with some supporting several pre-enlargement reforms so that a larger EU would function and be financed effectively.

European Council on Foreign Relations

Eyes wide shut: how to read China’s playbook in the Western Balkans

European Policy Centre

Two tales in a city: the European Union in 2026

European Union Institute for Security Studies

The 2025 enlargement package signals a shift from rhetoric to resolve – at least for some

Wiener Institut für Internationale Wirtschaftsvergleiche (The Vienna Institute for International Economic Studies)

Another round of EU enlargement: what are the economic and institutional must-haves for candidate countries to make accelerated enlargement possible?

Svenska institutet för europapolitiska studier (Swedish Institute for European Policy Studies)

Germany’s role in Europe: great expectations

Centre for European Reform

What the Dutch elections mean for the Netherlands and for Europe

Centre for European Reform

The far right’s impact on the EU’s climate agenda

Vox Ukraine

Ukraine and the EU budget for 2028–2034: deep integration but still no membership

EU policies

Papers discuss how the EU can meet its climate and industrial objectives by scaling up the supply of critical raw materials (CRMs). They also note that, given the global nature of CRM supply chains, EU measures should align with bilateral trade instruments, strategic partnerships and wider multilateral efforts. The deployment of the digital euro by 2027 is a strategic necessity according to reports, provided that current shortcomings are addressed: lack of emergency governance, cybersecurity vulnerabilities, and silence on the regulation of private actors. Articles delve into estimates on tax evasion in Europe, and the action needed to stabilise debt in advanced countries. They conclude that public debt in those countries remains sustainable, in the sense that the fiscal adjustment required to stabilise the debt is feasible. On the environment, papers ask whether the second emissions trading system is really the keystone of the European Green Deal (EGD) or the first of the dominoes, in light of downward revisions to climate targets. They state that the EGD now faces urgent challenges, such as mounting opposition from centre-right and right-wing parties, an increasingly confrontational geopolitical context, and tightening financial constraints as we head into 2026. Publications comment on the European Commission's investments in AI factories and gigafactories across Europe and examine whether it can meet its goals, investigating the implications of the factory locations, the type of architecture being built, and the type of AI that is likely to be deployed.

Competitiveness (Internal Market, Industry, Research and Space)

LUISS School of European Political Economy

Il tornante della politica industriale europea: Il cambio di paradigma e le sfide future

Institut français des relations internationales

Dynamiques et tensions normatives dans le domaine spatial: vers une américanisation du droit de l’espace ?

College of Europe

The EU’s strategic rethink of the Internal Market as a challenge to the European Economic Area

Ελληνικό Ίδρυμα Ευρωπαϊκής και Εξωτερικής Πολιτικής (Hellenic Foundation for European Foreign Policy)/Open Society Foundations

Raw materials for a resilient Europe: the EU’s strategic partnership with the Western Balkans

Centre for European Policy Studies

Making the green premium work: policy pathways for critical raw materials

Centre for European Policy Studies

For more effective corporate reporting, the EU needs effective governance, not just templates

Centre for European Policy Studies

Designing Horizon Europe for the post-2028 world: how sharper governance can boost Europe’s impact

Österreichische Gesellschaft für Europapolitik (Austrian Society for European Politics)

Mehr Wettbewerbsfähigkeit und eine neue Industriestrategie für Europa: Umsetzung des Draghi-Berichts

Economic and Financial Affairs

Institut der deutschen Wirtschaft (German Economic Institute)

EU-Haushalt und Mitgliedstaaten: wer ist Nettozahler, wer Nettoempfänger?

Fondation Robert Schuman

L'Euro numérique à l'aube d'un nouveau monde monétaire (1ère partie)

Fondation Robert Schuman

L'Euro numérique à l'aube d'un nouveau monde monétaire: enjeux géopolitiques, blocages institutionnels et feuille de route (2ème partie)

Forum for research on Eastern Europe and Emerging Economies (FREE Network)

Estimating tax evasion in Europe: direct versus indirect survey methods

Centre for European Policy Studies

Tackling the twin paradox of EU financial regulation

Bruegel

What will it take to stabilise debt in advanced countries?

Bruegel

Shifting priorities, slow progress: an analysis of EU tax recommendations

Employment / Social Policy / Health and Consumer Affairs

European Policy Centre

Europe’s competitiveness challenge: ensuring access to transformative therapies in Europe

European Policy Centre

From ransomware to statecraft: protecting EU healthcare in the new landscape

Forum for research on Eastern Europe and Emerging Economies (FREE Network)

Between progress and pushback: Latvia and the Istanbul convention

Centre for European Policy Studies

Funding cuts and their implications for sexual and reproductive health and rights

Centre for European Policy Studies

Mainstreaming gender in Horizon Europe: policy progress, challenges, and pathways forward

Bruegel

The solution to Europe’s housing affordability crisis must include building decarbonisation

Deutsche Gesellschaft für Auswärtige Politik (German Council on Foreign Relations)

Green-skilled workers for the future: how Germany can strategically respond to climate change and migration

Terra Nova

Les virus n’ont pas besoin de visas

Euro-Mediterranean Study Commission

Securing digital borders: confronting technology-facilitated violence against migrant women in the Euro-Mediterranean

Environmental Issues

Notre Europe - Institut Jacques Delors

ETS2: clé de voûte du Pacte vert européen ou premier des dominos ?

Europe Jacques Delors 

Analysing the European ocean pact: origins, commitments and what lies ahead

Institut de relations internationales et stratégiques

Géopolitique du changement climatique

Ulkopoliittinen instituutti (Finnish Institute of International Affairs)

Environment-related risks in comprehensive security: a framework for foresight and preparedness

Ecologic Institute / Öko-Institut

Temporary carbon units from carbon farming and EU agri-food climate policy

Ośrodek Studiów Wschodnich (Centre for Eastern Studies)

The EU in the face of China’s growing role in global and European climate policy

Ulkopoliittinen instituutti (Finnish Institute of International Affairs)

Tracking the European Green Deal: ambitions meet growing resistance

Council on Foreign Relations

Paris to Kyoto: the history of UN climate agreements

Justice and Home Affairs

European Policy Centre

Towards a fairer EU asylum policy: lessons from the Dublin system for the EU’s solidarity mechanism

Ελληνικό Ίδρυμα Ευρωπαϊκής και Εξωτερικής Πολιτικής (Hellenic Foundation for European Foreign Policy)

Temporary guests or city residents? Governing migrant inclusion in Athens amid political dependence and structural barriers

Österreichische Institut für Internationale Politik (Austrian Institute for International Affairs)

Neue postjugoslawische Diaspora in Österreich: postmigrantische Perspektive und Pluralität statt der Politik mit der Angst

Transport / Telecommunications / Energy

Deutsches Institut für Entwicklungspolitik (German Development Institute)

The EU digital strategy between sovereignty and green transformation: political milestones, policy fields and strategic narratives

Center for European Policy Analysis

Europe tech regulation: yes to simplification, no to deregulation

Zentrum für Europäische Wirtschaftsforschung (Centre for European Economic Research)

Do energy-saving nudges deliver during high-price periods? Field experimental evidence from the European energy crisis

Institut français des relations internationales

De l'IRA à l'OBBA: les entreprises françaises de l'énergie aux États-Unis

Centre for European Policy Studies

Building a European AI ecosystem of excellence

Centre for European Policy Studies

EU plans for AI (giga) factories: sanctuaries of innovation, or cathedrals in the desert?

Bruegel

What can Europe learn from China’s critical-tech innovation push?

Bruegel

Europe’s electricity capacity mechanisms need to be better coordinated

Bruegel

The case for delaying the application of the EU’s carbon border levy to electricity

Bruegel

Efficiency and distribution in the European Union’s digital deregulation push

Foreign and security policy / Defence

The cybersecurity of governments, companies and individuals in Europe is heavily dependent on the US, articles underline, with US companies dominating the global markets for cybersecurity applications and cyber-threat intelligence. They argue that European decision-makers should act now to reduce these dependencies and protect Europe's cybersecurity in the long term. They debate the idea that European countries must develop a European pillar within NATO, with the US questioning the strength of their commitment to the Atlantic Alliance; Europeans should step up, asserting themselves politically and operationally within NATO. The increase in defence spending, the role of the NATO Support and Procurement Agency, and European strategic autonomy are also discussed. Shaping the defence agenda has become one of the EU's policy priorities, and new instruments offer hope for the development of Europe's arms sector. Reports argue that deterring Russia from military aggression against European NATO members is possible by taking concrete measures, including stronger European support for Ukraine.

European Policy Centre

Dual-use innovation: confronting the challenges and delivering EU security and competitiveness

Notre Europe - Institut Jacques Delors

Le chemin étroit mais incontournable du Pilier européen de l’OTAN

Brussels Institute for Geopolitics

The Union’s strategic culture at times of war

Fondation Robert Schuman

La dissuasion nucléaire française et l'Europe

Institut de relations internationales et stratégiques

L’utilisation stratégique des vulnérabilités climatiques dans les conflits contemporains: modalités et rétroactions

Institut de relations internationales et stratégiques

Le grand désordre de la dissuasion nucléaire

Institut de relations internationales et stratégiques

Decarbonising defence: reconciling the green agenda with the reindustrialisation of Europe’s defence sector

Stiftung Wissenschaft und Politik (German Institute for International and Security Affairs)

Europe’s cybersecurity depends on the United States

Istituto per gli Studi di Politica Internazionale

The growing importance of AI-enabled weapons and the need for closer EU-Japan cooperation

Institut de relations internationales et stratégiques

The increase in defence spending, the role of the NSPA and the European strategic autonomy

Institut de relations internationales et stratégiques

Which type of armament cooperation do we want/need? The case of Poland

European Policy Centre

Flying blind: how to prevent Russian GPS operations from causing a European air disaster?

Konrad-Adenauer-Stiftung

Machtspiele auf See. Wenn Seerecht erodiert: Ostsee, Südchinesisches Meer und Europas sicherheitspolitische Verwundbarkeit

Polski Instytut Spraw Międzynarodowych (Polish Institute of International Affairs)

The new EU defence agenda: moving towards a single market for the arms sector

International Institute for Strategic Studies

Deep precision strike: Europe’s quest for long-range missile capabilities

Istituto Affari Internazionali

EU-NATO cooperation in the Arctic region: climate, energy and security challenges

Deutsche Gesellschaft für Auswärtige Politik (German Council on Foreign Relations)

Deterring ­Russia from military aggression against Europe’s NATO allies: dilemmas and the way forward

Institut Montaigne

[Scénarios] L’OTAN à l’épreuve de la menace russe : l’hypothèse balte

Deutsche Gesellschaft für Auswärtige Politik (German Council on Foreign Relations)

Basics of a new ­nuclear strategy for NATO: lessons from the cold war

Deutsche Gesellschaft für Auswärtige Politik (German Council on Foreign Relations)

European security in the era of hybrid warfare: active measures in Russia‘s confrontation with Europe

Rahvusvaheline Kaitseuuringute Keskus (International Centre for Defence and Security)

Beyond defence: a proactive strategy for the West in the information domain

Real Instituto Elcano (Elcano Royal Institute)

Finding the balance: Russia, the South and the future of Spain’s defence

Közgazdaság- és Regionális Tudományi Kutatóközpont (Centre for Economic and Regional Studies)

Norms without strategy: repairing the EU’s broken policy in the South Caucasus

European Centre for Development Policy Management

Global Gateway investments in fragile settings: how to do it?

Deutsches Institut für Entwicklungspolitik (German Development Institute)

Critical minerals in EU trade discourse: navigating a trilemma in times of geopolitical competition

European Union Institute for Security Studies

False sense of security: European complacency on rare earths is the wrong answer to the US-China trade truce

Tænketanken EUROPA

Global digital trade is booming, but better coordinated regulation is needed

Elinkeinoelämän tutkimuslaitos (Research Institute of the Finnish Economy)

Kaupan vetovoimat murroksessa: mitä geopoliittinen uudelleenjärjestyminen merkitsee Suomelle?

Forum for research on Eastern Europe and Emerging Economies (FREE Network)

The case for a transport ban on Russian oil

Istituto Affari Internazionali

EU-Morocco trade and the Western Sahara: a prolonged struggle between law and realpolitik

LUISS School of European Political Economy

Trade tensions and integration: Italian firms’ expectations facing Trump’s tariffs and the EU single market

Centre for European Reform

Three hard lessons for European trade

Euro-Mediterranean Study Commission

EU trade relations with southern Mediterranean partners in times of crisis or conflict

Wiener Institut für Internationale Wirtschaftsvergleiche (The Vienna Institute for International Economic Studies)

Neue Wege für die EU-Türkei-Wirtschaftsbeziehungen: Zollunion im Wandel?

Türkiye Ekonomi Politikaları Araştırma Vakfı (Economic Policy Research Foundation of Turkey)

Two states in Cyprus: a confederation?

European Council on Foreign Relations

The Taiwan test: why Europe should help deter China

Centrum Stosunków Międzynarodowych (Center for International Relations)

Understanding China: is Europe up to the task?

Wilfried Martens Centre for European Studies

Navigating multipolarity: southeast Europe in the EU’s China strategy

Nederlands Instituut voor Internationale Betrekkingen - Clingendael (Netherlands Institute of International Relations)

European interests between the geo-economics of Middle East, Central Asia and Caucasus connectivity

Istituto Affari Internazionali

The African Union-European Union partnership at a crossroads

European Centre for Development Policy Management

A call for realignment on Africa-Europe climate and energy cooperation

LSE IDEAS

From globalisation to geopolitics: the changing dynamics of world order and their implications for the EU

LSE IDEAS

Brexit – a critical audit in the cold light of day

Centre for European Policy Studies

Keeping Turkey in the fold: how the West can engage an ambitious middle power

Euro-Mediterranean Study Commission

Fostering regional cooperation on natural disasters and crisis management in the Mediterranean

Център за изследване на демокрацията (Center for the Study of Democracy)

Fortifying freedom

Institut pro evropskou politiku EUROPEUM (EUROPEUM Institute for European Policy)

Advancing together or drifting apart? Reassessing the transatlantic partnership in a new global order

Global affairs

A tangible rapprochement between the US and Russia in Eurasia is analysed, focusing on how a stable, mutually acceptable and practically feasible coexistence can be established among the region's main actors, preventing destructive confrontation and allowing for a degree of cooperative security. Other topics discussed include the political crisis in Thailand; trade tools for climate action designed to ensure a secure and stable supply of critical minerals; the importance of the Red Sea for Russia, given that Russian oil exports through the Suez Canal rose from zero at the start of 2022 to over 70% in 2024; Africa's growing interest in BRICS; and what the G20 is doing as well as the absence of President Trump at the G20 summit in Johannesburg, marking a turning point in the history of global economic governance.

European Centre for Development Policy Management

Sudan and our collective responsibility to protect

Institute for National Security Studies

The day after Trump: how Israel should prepare for the expected turmoil

Institute for National Security Studies

Regional involvement in the Gaza strip: scenarios and implications

Institute for National Security Studies

The Washington–Riyadh axis: the alliance shaping the Middle East and the challenge for Israel

Stiftung Wissenschaft und Politik (German Institute for International and Security Affairs)

Das Ende des diplomatischen Frühlings zwischen Japan und China: wie geopolitische Rivalität das bilaterale Verhältnis prägt

Stiftung Wissenschaft und Politik (German Institute for International and Security Affairs)

The ASEAN summit 2025 : more than just a stage for Trump

Konrad-Adenauer-Stiftung

Nachkriegsordnung für Gaza : ein Neustart unter Aufsicht?

Wilfried Martens Centre for European Studies

Sino-Russian economic relations: dispelling the “no limits” partnership myth

Istituto Affari Internazionali

G7 fragmented: South Korea and the prospects for a G6+

Istituto Affari Internazionali

Opening up the G7 to South Korea to address contemporary global challenges

Center for Strategic and International Studies

Force design for the twenty-first century fight: U.S. cyber force lessons from China’s strategic support forces

Közgazdaság- és Regionális Tudományi Kutatóközpont (Centre for Economic and Regional Studies)

A path forward for the United States and Russia in Eurasia

European Council on Foreign Relations

Averting West Bank collapse: how to revive Palestinian politics

Barcelona Centre for International Affairs

La política exterior de Trump: fuentes, intereses e ideologías

Mercator Institute for China Studies

China's domestic debates under the shadow of geopolitics

Institut français des relations internationales

Crise politique en Thaïlande: la tactique du chaos

Institut français des relations internationales

How to jumpstart economic recovery in Syria? The role of Syrian entrepreneurs in Turkey

Institut de relations internationales et stratégiques

Constantinople – Istanbul : des influences géopolitiques sur le nom des villes

Institut de relations internationales et stratégiques

Nous vivons maintenant dans une Amérique post-constitutionnelle

International Crisis Group

Paradise lost? Ecuador’s battle with organised crime

E3G

Delivering on adaptation finance: the evolving role of the multilateral development banks

Chatham House - The Royal Institute of International Affairs

Rethinking UK aid policy in an era of global funding cuts

Brookings Institution

The future of data centers

Ελληνικό Ίδρυμα Ευρωπαϊκής και Εξωτερικής Πολιτικής (Hellenic Foundation for European Foreign Policy)

The Venezuelan labyrinth: a crisis reframed

Council on Foreign Relations

Putin’s nuclear offer: how to navigate a new start extension

Council on Foreign Relations

Securing intelligence: why AI security will define the future of trust

Council on Foreign Relations

What is the extent of Sudan’s humanitarian crisis?

Council on Foreign Relations

What does the G20 do?

Council on Foreign Relations

Trade tools for climate action: ensuring a secure and stable supply of critical minerals 

Real Instituto Elcano (Elcano Royal Institute)

Trump y Gaza: entre la paz impuesta y la reconfiguración de Oriente Medio

European Centre for Development Policy Management

Seizing the moment for North African green industrialisation

Center for European Policy Analysis

War without end: Russia’s shadow warfare

Stockholm International Peace Research Institute

Rebalancing military spending towards achieving sustainable development

European Policy Centre

Russian negotiating style: when does the West learn?

Stockholm International Peace Research Institute

Addressing the risks that civilian AI poses to international peace and security: the role of responsible innovation

Stockholm International Peace Research Institute

Climate change, human mobility and security

Stockholm International Peace Research Institute

The militarization of technology: preventing diversion and misuse through export controls

Bruegel

Understanding US foreign military sales globally since 2008: an analysis of a new dataset

Rahvusvaheline Kaitseuuringute Keskus (International Centre for Defence and Security)

Russia and the Red Sea since 2022: the wartime engagements of an aspiring major power

Egmont – Royal Institute for International Relations

The Middle East and Central Asia now bound to the US by the Abrahamic accords: is Syria the US’ new backyard?

Österreichische Institut für Internationale Politik (Austrian Institute for International Affairs)

Africa’s growing interest in BRICS: between pragmatism and the strive for more sovereignty

Carnegie Europe

Can Turkey cut the Gordian Knot in the Caucasus?

Центр Разумкова (Razumkov Center) / Hanns Seidel Stiftung

Ukraine’s foreign policy in the context of geopolitical processes

Rahvusvaheline Kaitseuuringute Keskus (International Centre for Defence and Security)

More than meets the AI: China’s data centre strategy

Real Instituto Elcano (Elcano Royal Institute)

The G20 without the US: multilateralism after hegemony?

European Policy Centre

Ukraine and the United Kingdom: how the EU should address the challenge of enlargement to the east and west

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