Showing posts with label Donald Trump. Show all posts
Showing posts with label Donald Trump. Show all posts

Friday, 23 January 2026

Making sense of the madness

The press of events in the fortnight since my last post has been dizzying and disorientating. Even at the height of the ‘Brexit battles’ it was not so difficult to keep abreast of what is happening, let alone to acquire some degree of analytic distance so as to make sense of it. Indeed, it is perfectly possible that within minutes of publishing today’s post it will be made obsolete or irrelevant by some new shock.

I’m obviously referring to what can be called the ‘Greenland Crisis’, and its scale means that it will be the subject of the whole of this post. So I won’t be able to discuss the latest rash of Tory defections to Reform, important as they are to the politics of Brexitism, except to say that they show the growing difficulty of Reform’s attempts to depict themselves as outsiders and insurgents. Nor will I discuss the reports that the EU is seeking a ‘Farage Clause’ in any ‘reset’ agreement with the UK as insurance against a future government reneging on any such agreement. However, I have done so in a recent article in Byline Times.

In my previous post I argued that Trump’s demand to take over Greenland, rather than his attack on Venezuela, was going to be the crucial tipping point for relations between the US, the EU, and the UK. In particular, I suggested that it gave new urgency to the need to massively deepen UK-EU defence and security cooperation. Subsequently, a slew of articles by rather more heavyweight political commentators made versions of the same point (examples include Gideon Rachman (£), Martin Sandbu (£), and Philip Stephens). It also featured within the much wider tour d’horizon of the current geo-political scene provided by Bronwen Maddox in her annual lecture as Director of the Chatham House think-tank. Nevertheless, I’m not sure that anyone expected the Greenland Crisis to escalate as rapidly as it did, or to at least apparently subside with equal rapidity.

The Greenland crisis

The first key event was last week’s decision by several European NATO countries, including the UK, to send military forces to Greenland to undertake or prepare for training exercises. The numbers were very limited, in the UK’s case reportedly only a single soldier, but the deployment was highly symbolic. One important aspect of that symbolism was that, Brexit notwithstanding, the UK aligned with those EU countries taking part.

However, the wider symbolic meaning of the deployment had a degree of ambiguity. Some declared it to be a warning to the US that any attempt to take Greenland by force would be resisted, and it is worth re-iterating that the very possibility of this being its meaning shows the extraordinary situation we are now in. Others presented it as a sign that, just as Trump had demanded, Europeans were stepping up to contribute to NATO’s security rather than just leaving it to America.

The next key event showed that Trump, at least, interpreted it as having the first meaning and took it as an affront, prompting him last weekend to threaten to levy tariffs on goods from the UK and the EU, or at least those EU countries which had sent forces [1]. Yet this response was itself open to two interpretations. One was that Trump was showing he would attack those who defied him, and in that sense was a show of strength. The other was that, by making it an economic rather than a military attack, it showed the limits to his strength because he was signalling that he did not intend to take control of Greenland militarily in the face of the resolve shown by Europeans (if only because he would not have domestic political support for doing so). That he does not now intend to do so was stated explicitly in his subsequent, rambling Davos speech on Wednesday, during which he repeatedly confused Greenland with Iceland, but it shouldn’t be forgotten that the fear that he would do so arose from his own previous statements. He created the crisis.

Then, abruptly, later on Wednesday, Trump announced that he had struck the “framework of a deal” with Mark Rutte, the head of NATO, and that the threat of ‘Greenland tariffs’ had been withdrawn. The nature of this framework remains unclear, and its details have not been finalized, but it seems sure to fall short of what had been the demand for Greenland to become unequivocally part of the United States. It may even be scarcely different to the existing situation. Many analysts attribute Trump’s about-turn to the stock market falls his tariff threats had caused earlier in the week, just as bond market reaction led him to retreat from many of his ‘liberation day’ tariff threats last year.

Of course, trying to explain or make sense of Trump’s words and actions is difficult since he has always been capricious and now appears to be going senile. It is certainly impossible to predict what he may do in the future. He may decide ‘the deal’ he has done with Rutte is not good enough. He may change his mind about the Greenland tariffs again. Or he may revert to his threats to take Greenland by force. What is clear is that his motivations are bound up with his monstrously rapacious ego, as shown by the insane letter he sent to the Norwegian Prime Minister in which he linked his designs on Greenland to his pique at not being awarded the Nobel Peace Prize.

Even so, it would be a mistake to ignore that, Trump’s baroque psychology and mafia boss persona aside, Washington’s conduct is also driven by the hard-eyed men who have re-drawn the entire shape of US foreign policy. For them, US ‘hemispheric hegemony’ is not about placating ‘a King gone mad’ but a deadly serious ideological project which, amongst other things, dispenses with the idea of NATO as a vehicle for collective security. Trump may like that idea for egotistical reasons, but his henchmen have their own motivations and, even if the attempt to annex Greenland founders, those motivations remain intact. At all events, as Bronwen Maddox argues, it cannot be assumed that the US is going to “snap back” to its traditional post-WW2 posture, even once Trump has gone. Nor has the apparent resolution of the immediate crisis over Greenland ended the wider crisis faced by NATO and multi-lateral institutions more generally.

The unavoidability of choice

For the UK, this means that Keir Starmer’s continuing insistence that there is no choice to be made between its relations with the US and the EU is becoming ever-more implausible. The decision to be included in both statements and military deployments with Denmark, France, Germany etc. was a decision to side with Europe against the US, if only because that is how Trump interpreted it. And Starmer’s insistence on Greenland’s sovereignty and criticism of Trump’s tariff threat, an insistence which has always been unambiguous and became more robust as the week went on, is also a choice to side with the EU and against the US, and has also been interpreted by Trump in that way. On the other hand, his implication during this week that, unlike the EU, he was not prepared to retaliate against the tariff threats could be interpreted, if not as siding with the US, then at least as not showing solidarity with the EU.

I don’t mean by this that there’s any real prospect that Starmer will ever openly acknowledge that there is a choice to be made, nor that he needs to. I mean that, acknowledged or not, there is no decision the UK can take, and no statement it can make, including taking no decisions or making no statements, which avoids that choice. The choice, or at least the sub-choices within it, have to be made because they cannot not be made.

This situation would pose acute problems for the UK even if it were still a member of the EU (just as it does for the EU, itself, its individual members, and for other countries around the world), but Brexit undoubtedly makes it far worse. To take the most obvious example, were there to be a trade war with the US, over Greenland or anything else, then the UK would be far better placed if it were an EU member, both in terms of its offensive capacity (against the US) and its defensive capacity (integrated trade within the single market).

However, it is the wider, strategic issues which are even more important. The Brexiter insistence that the EU was irrelevant to UK security, which they claimed was entirely catered for by a US-led NATO, which was always ill-informed, is now exposed as the greatest strategic miscalculation in modern British history. And, not coincidentally, those who still support that miscalculation are the very same people – Farage, Hannan, Johnson, Rees-Mogg etc. – who hailed Trump as the great ally of Britain. In this sense Britain faces a double problem in addressing the US-EU choice: first, the damage of Brexit itself and, second, the continuing influence of Brexitism.

A second chance for Starmer

This being so, Keir Starmer has the possibility both to address the strategic failure of Brexit and to gain domestic political advantage over Reform and marginalize Brexitism, as I've been arguing for at least a year when I wrote that:

“Starmer has a real opportunity to exert leadership, and in the process has been gifted an opportunity to release Britain from the drift and dither to which it has been consigned by Brexit. He could, in one bound, position the UK as an international beacon of probity, as a strong regional partner, and perhaps even as a galvanizing convenor of medium-sized and small powers, and in the process marginalize Farage as an unpatriotic scoundrel. Similarly, resistance to closer EU ties from the Conservatives and their media supporters could be positioned as undermining Britain’s staunch support for its allies.”

That opportunity has not, to date, been taken, although, recently, Starmer has been slightly more willing to mention at least the economic damage of Brexit and to draw attention to Farage’s pro-Russian affinities. The opportunity re-presents itself, now, because the way in which Trump has bullied and belittled the UK this week, including his dismissive remarks about NATO, and therefore British troops, in Afghanistan, will have been offensive to the majority of British voters. This makes it a good time to remind them of Farage’s adoration of the American President and, more generally, to justify the case for recalibrating towards the EU.

Farage is evidently well aware of his vulnerability on this score, hence his criticism of Trump’s tariff threat, and he also stated his support for Greenland’s right to self-determination, but he cannot completely protect himself from it since – perhaps from his own fear of Trump publicly attacking him – in the same breath he argued that it would be desirable if the US owned Greenland. Whilst Starmer did not say the latter, he is unable fully to capitalise on Farage’s vulnerability because his own response had a degree of similarity in that both men criticised the Greenland tariff threat, but both highlighted the UK’s ability to negotiate with the US over trade terms as being advantageous.

For Farage, that is taken to be a vindication of Brexit, for Starmer it is taken to be a vindication of his attempts to manage Trump. But, on either account, it is a specious argument: the reality is that the so-called US-UK trade deal, supposedly agreed last year, was limited in scope, has still not been fully implemented, and seems to be subject to ongoing negotiation. In any case, it is always liable to fall victim to Trump’s caprice since, for him, ‘the art of the deal’ is that a deal is never done and can always be reneged upon or made subject to new demands (the same may well apply to the supposed ‘deal’ over Greenland).

Indeed, the latest reports are that the US is still pushing hard to get the UK to adopt US standards in various areas, including food and agriculture, and, more complex but also important, for the UK to recognize US conformity assessment bodies [2]. If that were to happen, then even the modest reset with the EU would become impossible, especially as regards an SPS agreement. So here, again, the UK faces a choice between the US and the EU.

Fine lines and hot takes

One thing which the last week’s events have made abundantly clear is just how difficult it is to navigate that choice. Having been fairly robust in his support for Greenland’s sovereignty and in his criticism of the tariff threat in a speech on Monday morning, the following night Starmer was subjected to Trump’s vicious verbal assault on the “stupidity” of the UK’s Chagos Islands deal, citing it as one of the reasons for his claims on Greenland. He had never made that linkage before, and it is significant that over the day or two prior to that, numerous figures on the British right, including Farage, had been doing so, though in a different way to Trump, by claiming that there was an inconsistency between Starmer’s defence of Greenland’s sovereignty with his supposed betrayal of Britain’s sovereignty over the Chagos Islands. It’s a ridiculous argument, on multiple levels (not least because the Chagos deal has a legal basis), as is Trump’s argument that the Chagos deal, which he previously supported, damages US security interests (since the UK-US base there is protected).

I can’t be bothered to unpick all that, but my point is that it seems clear that it only occurred to Trump to link Chagos and Greenland because his ideological soulmates in Britain were doing so. Indeed, it has since emerged that it may have come about because of remarks made by Kemi Badenoch to the US Speaker on Monday evening. At all events, whereas there was a brief moment early on Monday when all UK political parties, including Reform, were united in objecting to Trump’s Greenland tariffs, by Tuesday both Reform and the Tories were attacking Labour over Chagos and saying that about that, at least, Trump was right. Tellingly, that great patriot Farage was delighted at the prospect of ‘sovereign Britain’ being told what to do by a foreign leader (equally tellingly, it looks as if he was wrong). Thus, whether by accident or design, Trump’s outburst had the effect of splintering the nascent consensus against him within the UK polity and, as Starmer rightly said during Prime Minister’s Questions, by endorsing Trump’s criticism of the Chagos deal Kemi Badenoch (and others) were supporting his attempt to punish the UK for standing up to his demands for Greenland.

Moreover, many news outlets, including the BBC, started to report Trump’s attack on the UK as demonstrating that Starmer’s approach to handling Trump through flattery and sycophancy had failed. That reporting was deeply wrong-headed. In fact, Trump’s attack showed two things. One is just the sheer impossibility of dealing with a President who is unpredictable, dishonest, and very possibly mentally ill. The other, which those criticising Starmer for not being bolder should ponder, is that by departing only slightly from the ‘flattery and sycophancy’ approach, with a politely-worded criticism of the Greenland policy and tariff threat, Starmer immediately faced a thuggish response from Trump and, with it, accusations from the Conservatives that he was failing to maintain ‘the special relationship’. In any case, these events also showed that it is unwise to provide ‘hot takes’, especially in relation to Trump, because by the end of the week the BBC and others were at least implying that Starmer had handled the crisis effectively.

The Carney doctrine

Whatever now happens with respect to Greenland, which is very far from clear, there can be little doubt that the events of the last fortnight have crystallised the situation which has been developing since at least the re-election of Trump. The UK’s choice between the US and the EU is only one manifestation of the wider choices this situation poses. For, as the Bronwen Maddox lecture I linked to earlier suggests, the Greenland crisis is only one instance of a much bigger transformation in the global order, a point also made this week by former Prime Minister Gordon Brown.

Previously, I’ve written about this transformation in terms of a ‘new global divide’, as profound as that of the Cold War, between a broadly, if imperfectly, liberal, rational-legal framework for international relations, and an international order based solely on power-plays and gangsterism (and, as the use of increasingly unconstrained paramilitary violence and the erosion of the rule of law by Trump’s regime shows, this applies to the domestic order as well). A naked illustration of this gangsterism is Trump’s latest plan to create a ‘Board of Peace’ to oversee Gaza and, potentially, other conflict zones. This body will be chaired by Trump during his lifetime, with power to hire and fire its members and to name his successor, and with permanent members reportedly required to pay $1 billion into a fund personally controlled by Trump.

The nature and implications of this new global divide were articulated with great cogency in a widely-admired speech given by the Canadian Prime Minister Mark Carney in Davos this week. It was a speech which may well come to be seen as being as epoch-defining as Churchill’s ‘iron curtain’ speech in Missouri almost exactly eighty years ago. Carney spoke of the concept of “values-based realism”, a combination of principle and pragmatism, whereby “middle powers” could and should respond to a world in which multilateral institutions have been diminished and “great powers” seek to act as regional or even global hegemons. Note that this does not imply ‘having nothing to do’ with those hegemons, or publicly vilifying them. Certainly as regards the US, that is a luxury that Canada, like the UK and most other countries, does not have. The issue is how to navigate relations with them.

It was an optimistic speech in suggesting such navigation was possible, but by no means an idealistic one. Pragmatism demands some unpalatable choices such as, implicitly, Canada’s recent trade deal with China. It was also realistic in insisting that – as, in Britain, Brexit should have taught us – “nostalgia is not a strategy”, meaning that the old order, effectively that established since the time of Churchill’s Missouri speech, is not coming back. However, that does not mean that the future order must necessarily be dictated by hegemons and characterised by gangsterism.

Above all, Carney’s speech stressed the centrality of cooperation amongst middle powers:

“When we only negotiate bilaterally with a hegemon, we negotiate from weakness. We accept what is offered. We compete with each other to be the most accommodating. This is not sovereignty. It is the performance of sovereignty while accepting subordination.”

It is at least possible to interpret Trump’s apparent climbdown over Greenland as a vindication of this, in that it came when faced with the concerted opposition of numerous countries and other actors, including market actors (the two are linked, since a big reason for the stock market falls was the possibility of EU retaliation). But, even if so, the Carney doctrine calls for more than co-ordinated diplomacy; it requires the development of substantive co-operation amongst middle powers over defence, security, and trade.

Thus, although speaking primarily about Canada, Carney’s speech can be read as a general prescription for middle powers, of which the UK is one, in the rapidly emerging new order. It can also be read, not coincidentally, as a devastating repudiation of the core propositions of Brexiters and of Brexitism. Taking those two readings together, the Carney Doctrine could offer the UK a chance of moving forward from Brexit. It’s no longer a matter of revisiting the decision made in 2016. The Greenland crisis has been a stark reminder that, in 2026, the brutal realities of global politics impose their own imperatives on national strategy, and mandate a new and better decision about its direction.

Whether domestic politics will allow such a decision to be made is an open question. It is doubtful whether the present government is capable of rising to the challenge. But it is beyond doubt that a Reform, or Reform-Tory, government, still entirely committed to the logic of Brexit and Brexitism, would be totally incapable of doing so.

 

Notes

[1] Many commentators wondered if it is possible for the US to levy tariffs on individual EU members, given that the EU trades as a single tariff entity (i.e. the customs union). The trade expert Sam Lowe has explained that the short answer is that it is. However, because it is a single tariff entity, any retaliation against the US would have to be made by the EU and not its individual members.

[2] I don’t have space to discuss it here, but conformity assessment is, as an anonymous source in the Politico report aptly describes it, the “invisible infrastructure that no one really knows about but which keeps everyone safe”. It also has much salience to Brexit, including to the ‘reset’, because it is at the heart of why regulatory alignment does not in itself give market access, and amongst other things explains the strange situation whereby foodstuffs may meet EU standards but are nevertheless marked ‘Not for the EU’ when sold in British shops. And of course conformity assessment marking lies behind one of the most abject farces of the Brexit saga, namely the abandoned attempt to replace CE marks with UKCA marks.

Friday, 9 January 2026

Enemies within and without

The month since my previous post has seen some small steps towards a UK-EU ‘reset’ but, far from being a period of relative quiet, the Christmas and New Year holiday has seen no let-up in populist hatred domestically and a dramatic worsening of the international scene.

In that previous post I wrote that the glacial pace of the reset was too slow to avoid the juggernaut of change in the international order, and the urgent choices this is now imposing on the UK. With Trump’s attack on Venezuela, that urgency is now even greater. As 2026 starts, the isolation and division which characterises post-Brexit Britain is clearer than ever and, although some criticisms of it are unfair, the government’s weakness and unpopularity make it inadequate to the task of dealing with the scale of the dangers the country faces.  

The lessons of Erasmus

As foreshadowed in my last post, it was announced just before Christmas that the UK will participate in the Erasmus+ study scheme from 2027. This represents perhaps the most significant, or at least most high-profile, ‘softening’ of Brexit since the terms of leaving were agreed by Boris Johnson, and the most tangible fruit of the Labour government’s ‘reset’. So it shouldn’t be dismissed as trivial. On the other hand, even leaving aside the wider issues discussed later in this post, it shouldn’t be forgotten that alongside any closening of relations there are, as Politico reported this week, myriad ways in which changing EU regulations are creating ‘passive divergence’. And whilst there are reports of new government measures to facilitate extensive UK ‘alignment’ with single market regulations, the usual questions about what the EU will agree to remain. In many ways, the domestic discussion of Brexit is one of endless repetition.

That repetitiveness was evident in the predictable cries of ‘Brexit betrayal’ which greeted the Erasmus announcement, although admittedly they seemed rather half-hearted and ritualistic. That’s partly because it is now a hopelessly dated concept, which only has traction with a few obsessives: public opinion is now firmly of the view that Brexit was a mistake, and in favour of closer relations with the EU. It’s also because, in the case of Erasmus, it’s obviously nonsense even within the Brexiters’ own terms. In January 2020 Johnson assured the House of Commons that the UK would continue to participate in the scheme, and, indeed, provision was made for that, in principle, in the subsequent Trade and Cooperation Agreement.

Perhaps for that reason, the Brexiters preferred to focus on the price tag, estimated to be £570 million in the first year, and possibly more in future years. As usual, their discussion contained a swirl of nonsense, such as comparing present costs with previous costs without allowing for inflation, ignoring the differences between Erasmus and Erasmus+, ignoring the savings from winding down the inferior post-Brexit Turing scheme, and dismissing the benefits of Erasmus+ membership. None of that is worth taking the time to unpick.

The more salient point is that the cost actually illustrates just how good a deal, just from a narrow budgetary perspective, the UK used to have as an EU member, paying £12.6 billion (net) in 2020. It is simply far less economical to negotiate selective participation in a range of (relatively) minor schemes, such as Erasmus + or the Horizon Europe research programme. We’ll see that again if, as Keir Starmer intimated last weekend is imminent, there are agreements on SPS and ETS/CBAM linkage. But, far from complaining about it, this is just another reason why the Brexiters should hang their heads in shame. So, too, should shame attach to the other attack line they ran against joining Erasmus+ which, with wearying familiarity, was that it means “opening the door to a wave of arrivals from Turkey and North Africa”.

Brexit ironies

Familiar as such xenophobia is, it has recently taken a peculiarly ironic twist. And this twist relates to the point about how Erasmus illustrates the unfolding costs of Brexit, yet is decried by Brexiters not in those terms, but as showing Labour to be economically incompetent. That twist is the flurry of stories bemoaning the ‘great exodus’ of Poles and the ‘great retreat’ of Romanians from the UK, both stories carried by the Mail. In the latter case, although it was subsequently amended, the original headline referred to Romanians as having “propped up the UK economy”. It hardly needs to be pointed out that the relentlessly hostile coverage of immigration from Eastern Europe – especially viciously directed at Romanians – from the Mail and similar papers was a, and perhaps the, key reason for Brexit.

It is not, of course, that the Mail has repented of its ways. These stories are being run not from any regret for Brexit, nor from any new-found recognition of the value of immigration, but with the particular angle that they show that under the Labour government the UK is becoming an economic failure with crumbling public services and spiralling crime, and that those who can escape are doing so. That some of this might, both in general, and in relation to the departure of EU nationals in particular, be due to Brexit is ignored and, instead, is ascribed entirely to the failures of the government since July 2024. In a similar vein, the post-Brexit trade deal with Australia, which the Brexiters once lauded as a great Brexit benefit, is now being positioned by them (£) as an example of Labour ‘betraying’ British farmers. It will be one of the great political ironies if Labour end up being blamed both for the consequences of Brexit and for its betrayal.

The great hate

These stories are in turn part of a ferocious and increasingly unhinged attack upon the Labour government and, more fundamentally, upon the nature of contemporary Britain. It’s not unusual for Labour governments to face hostility from the right-wing media and, goodness knows, this government has done plenty of things which warrant criticism, but I don’t think that it has ever been on this scale before. What is certainly distinctive is the way that it is now taking the form of an almost psychotic frenzy of hatred directed at almost everything about Britain. That has been developing for a while, but has been especially striking over the holiday period, including an outpouring of social media fury about the King’s Speech having been ‘traitorous’ (specifically for referring to diversity as a strength, but his supposed treachery is a recurring far-right claim), and about London’s New Year firework display showing the stars of the EU flag at one stage.

The latter is just one part of what has become a tidal wave of ‘anti-London’ diatribes, depicting Britain’s capital city as a lawless dystopia, which is apparently to be the theme of Reform’s campaign for the Mayoralty. These diatribes, as Robert Shrimsley recently discussed in the Financial Times (£), have as their guiding thread the linkage of this supposed dystopia to London’s cultural and ethnic diversity, and are almost invariably accompanied by viciously racist comments about Mayor Sadiq Khan, comments echoed and amplified by Donald Trump’s obsessive verbal bullying of Khan.

There can certainly be no mistaking the viciousness and racism of the way that not just London but the whole of Britain is being portrayed as in the grip of an explosion of crime. Numerous high-profile media and social media influencers routinely highlight in lurid detail every crime, especially every sexual crime, committed by anyone with a dark skin and a foreign-sounding name, especially a Muslim-sounding name. That they never mention the much larger number of crimes committed by white Britons reveals something worse than hypocrisy. It reveals that they don’t actually care about the crimes, or the victims of crimes, but regard them solely as an opportunity to pursue their vendetta. And from that it is not a huge step to surmise that at least some of them actually welcome such crimes being committed, so as to provide yet another weapon in this campaign of hate and fearmongering. Increasingly, these same people are talking openly about the possibility, and even the need, for civil unrest or even civil war.

Readers may notice that I have neither named nor linked to any of these influencers, and that is because, despite invariably bleating about free speech, and the tyranny of cancel culture, these people would certainly seek to arraign me before the court of social media, and perhaps the court of libel, were it to come to their attention that I had done so. That is just one part of the climate of fear they have already created. We are now truly in the situation – the exact obverse of what they claim to be the case for critics of multi-culturalism – that we all know what is going on but we aren’t allowed to say it.

Of course, it can be objected that these media commentators, and the legions of their followers who share their comments, are only a relatively small, extremist, bubble who have always been with us in one form or another. It’s all too easy to scroll though ‘X’ and get a distorted picture of where public opinion lies. But it’s my impression – that’s all it is, and I can’t prove it – that the scale and the ferocity of it have increased substantially in recent months, and that it is gaining increasing traction with the general public. That need not, and probably does not, mean that all the wild claims and spittle-flecked hatred achieve public endorsement, but it does mean that they seep, slightly diluted, into every-day ‘common sense’.

Starmer’s woes

This is one plausible explanation for a highly revealing opinion poll published just before Christmas which showed a huge gulf between perceptions of whether 2025 had been a good year for respondents, personally, and whether it had been a good year for the country (and their expectations for 2026). For example, 36% thought 2025 had been good for them personally, and 27% thought it had been bad, whereas 6% thought it had been a good year for the country and 66% thought it had been bad. Other polls have shown similar disjunctures in relation to crime, the NHS, the impact of asylum seekers and so on.

My suggestion is that this reflects the malign influence of a commentariat determined to depict a country in crisis (and since the purpose of influencers is, by definition, to have influence, this is not an unreasonable suggestion). And whilst their agenda is transparently one based not just on racism but on hostility to all manifestations of social liberalism, it is unintentionally aided by those on the liberal-left who, angered and disappointed by the inadequacy of the Labour government, have their own reasons to join in. As with the hostility of the right-wing press, that is the fate of all Labour governments, even those considerably less inept than the present one, but the current version is different, for two reasons.

One is, indeed, the sheer ferocity of the onslaught. The extent of the loathing of Labour (£), and especially of Starmer and Reeves, seems totally out of proportion to any offences they may have committed. The other difference is the nature of the end-game. Unlike in the past, this is not all leading to the installation of a Conservative government. It is leading to a Reform, or some kind of Reform-Tory, government of a sort we have never seen before. Its agenda will be one bent on the destruction of established institutions – it tells you something when even the King is depicted as an enemy of the people – and the rule of law, whilst also being dangerously incompetent (as Reform’s record in local government abundantly demonstrates).

There’s no concealment of what is in prospect. Farage’s ‘New Year message’ spelt it out. When a politician starts talking about the government “making sure the young are taught correctly about our history”, you can be certain that authoritarianism is in the offing; when he starts talking about making “the UK the world’s premier hub for cryptocurrency” you can be certain that this authoritarianism will be accompanied by economic chaos. There’s plenty more to be alarmed about in Farage’s vision of the future, but for present purposes note that its opening framing is that Britain is “gloomier” than it has ever been, with people “frightened to walk down the street”. It is precisely the picture painted by the far-right influencers on social media, rendered in slightly sanitized form for a public softened-up by their influence to be receptive to Farage’s message.

There is little reason to have any confidence in the Labour government’s ability to blunt this message. That is partly for the widely-discussed reasons of its communicative failures, lack of a coherent policy or ideological agenda, and Starmer’s constipated, uninspiring leadership. But it is also because of the implications of the opinion poll just mentioned. Starmer’s New Year message was one rooted in the standard centre-left position, not unreasonable in itself, that voters want to see concrete change in their lives, and especially improvements in their living standards and public services. Yet, as that opinion poll shows, even if voters’ personal experiences are positive, they can still regard the country as a whole as being in a parlous position.

It is very hard to tackle that political mentality through any policy agenda, in the normal sense of the term. If it can be tackled, it is through a convincing counter-narrative to that of Farage et al. Since his narrative is primarily based on blaming immigration and multi-culturalism for everything, the counter to it must be to provide positive advocacy of those things. And it is probably already too late for Starmer’s Labour to do that since they have so frequently deployed, in both rhetoric and policy, precisely the same narrative as Farage, apparently in the misguided belief that doing so will reduce his support.

I don’t mean by this the stupidity that ‘there’s no difference’ between Starmer and Farage or Labour and Reform, the line being pushed by Green party leader Zack Polanski (and, yes, I do know how many readers of this blog are going to take umbrage at my comment). Anyone who thinks that is in for a nasty shock if we get a Farage-led government. Nevertheless, it is undeniable that there is now a sense that public opinion about Starmer has crossed a threshold whereby almost anything he says or does is derided from almost all points of the political spectrum.

The Venezuela crisis

This was evident in reactions to his response to the biggest event since my last post, Trump’s attack on Venezuela. It was a highly diplomatic response, in the literal sense of the term, avoiding open criticism of Trump’s actions but also avoiding endorsement of them. Critics on the right immediately denounced it for that lack of endorsement, which they attributed to “the long love affair the Left has enjoyed with the basket-case communist country” and “his party's veneration of Nicolas Maduro's failed regime”. This was self-evidently ludicrous, since the statement said that the UK “regarded Maduro as an illegitimate President and we shed no tears about the end of his regime”.

Meanwhile, critics on the liberal-left falsely claimed that Starmer had explicitly supported what Trump had done, whereas in fact he has been studiedly silent about that, a silence leading many, including LibDem leader Ed Davey, to demand that he condemn it as illegal. But giddy moral rectitude is an easy indulgence for those who have no responsibility for its consequences. The reality is that open condemnation from Starmer would be both foolhardy and pointless, and the statements from Emmanuel Macron and Friederich Merz, as well as from Ursula von der Leyen and EU foreign affairs chief Kaja Kallas, were similarly cautious for the same reason.

That reason is so obvious it should hardly need stating: the UK and the EU are far too dependent on US defence and intelligence capabilities to risk being subjected to Trump’s thin-skinned vengeful bullying. It is apparently not just Brexiters who need to understand that the UK is no longer a world power. Equally, it is not just Brexiters who need to lose their infatuation with WW2 comparisons: in particular, comparisons with pre-war appeasement of Hitler are entirely bogus because, unlike then, the situation we face is one where a longstanding major ally has gone rogue whilst we are still trapped in very high dependence upon them. This is an astonishingly dangerous situation and navigating it requires a far more serious response than most of Starmer’s critics seem to understand but also, I fear, than he, himself, understands.

Starmer’s options

Were Starmer to denounce Trump it would have zero effect on what the US does. And, precisely because it would have no effect on the US, it would also do nothing to constrain Russia and China. Certainly, any idea that issuing a robust communiqué about Venezuela would inhibit Trump’s increasingly vocal threats to take control of Greenland is utterly ludicrous. But it would be highly likely to prompt US retaliation. And suppose that, for example, that retaliation was to cut the UK out of counter-terrorism intelligence-sharing, and the result was a successful terrorist attack. Who, then, would applaud Starmer’s ‘courage’? Instead, he would be pilloried, including by the very people who now condemn him, for his failure to manage relations with the US, no matter who the President was. Even without such drastic retaliation, the prospects for holding Trump to any kind of support for Ukraine would be even further reduced.

To that extent, Starmer’s conduct this week has been well-judged. But the real point about the Venezuela attack is that it is the latest and starkest reminder, to both the UK and the EU, that they need to reduce and ultimately end reliance upon the US with maximum urgency. And the horrible suspicion is that Starmer, and at least some EU leaders, hold the delusion that they just have to ‘wait it out’ and Trump will disappear and ‘normality’ will return. If so, apart from it being highly questionable that there will be such a return, it ignores that much can happen meanwhile. That includes Trump acting on his latest threats to Colombia and Cuba, though if and when that happens the UK and EU responses are likely to be similar to those which have followed the Venezuela attack, and for the same reason. The hard truth is that it is in the interests of neither the UK nor the EU to die on the hill of an unwinnable war of words about Latin American sovereignty: the crucial line for transatlantic relations is Greenland.

The Trump administration’s words could not be clearer: it is explicit policy that Greenland is to become part of the US. If acted upon, that will be the point at which what remains of the entire post-WW2 international order collapses, more even than any outcome in Ukraine, because Denmark is a member of NATO. There are signs that this is the line which the UK and the EU are gearing up to defend. Starmer’s language this week in defending Greenland’s sovereignty has been far less ambiguous than what he said about Venezuela, and the joint statement he signed with several EU/NATO leaders on Tuesday was even more robust. In this case, unlike protesting about Venezuela, there is a possibility that words could make a difference: it’s just possible that even Trump will baulk at the enormity of what an annexation of Greenland would mean.

However, it is equally, if not more, likely that it will have no effect (the Tuesday statement certainly had no immediate impact on US demands), and that likelihood increases if words are all there are. So, either way, words are emphatically not enough. They must be backed by actions and, as the very fact of there being a joint statement implies, those actions must involve both the UK and the EU. What is needed, not at some vague future date but right now, is the rapid development of intense and close UK-EU cooperation on every facet of defence, security, and intelligence capability. The demand on Starmer should not be for him to make pointless and counter-productive rhetorical gestures about Venezuela, but to pursue this course of action as an overriding national priority.

Surrounded and divided

That, inevitably, brings us back to Brexit, which has made such a course of action far more difficult for both the UK and the EU. The Venezuela attack is the sharpest reminder yet of the geo-political folly of Brexit, which I discussed in detail most recently in my last post of 2025. In particular, it underscores that we are now in an era where great powers carve out spheres of influence based on brute force rather than any system of rules and rights. Hence there could hardly have been a more inane response than Farage’s suggestion that the attack might “make China and Russia think twice”, since it will self-evidently embolden them to grab control in their own spheres. That inanity was also a reminder of the utter disaster that would ensue were Farage ever to become Prime Minister.

Some compare this new era to the international relations of the Nineteenth Century: if so, one difference is that the UK is no longer amongst the great powers. Others suggest that the post-war rules-based international order never amounted to much, and the brute force of great powers persisted: if so, one difference is that the UK can no longer look to be within the protective umbrella of the US and instead, like the EU, is regarded as itself being a target for political interference, as the US National Security Strategy makes clear. Brexit was always a strategic error for the UK but, as things have turned out, it also came at exactly the moment to make that error catastrophic.

In this context, the government’s baby-steps, such as joining Erasmus+ and speaking in increasingly positive terms about “closer ties” with the EU, whilst welcome in themselves, are wholly inadequate to the situation of being squashed between two predatory super-powers. Meanwhile, the Brexitist opposition to even those steps, and the pro-Trump and pro-Putin populist and far-right campaign to destabilize Britain from within, are ever-more obviously the activities of a Fifth Column.

Friday, 21 February 2025

How can Brexit Britain navigate Trump’s World?

I apologise for the fact that this is going to be a very long post. But events since the previous one have served not just to illustrate the analysis there of a new global divide, but to show this divide to be deepening very rapidly. As numerous detailed commentaries have explained, the Munich security conference and its aftermath have “laid bare the collapse of the transatlantic alliance”, showing that “the American security shield has gone forever” with the result that “it has been without question the darkest week for Europe since the 1940s”. Phillips P. O’Brien, Professor of Strategic Studies at St Andrew’s University, wrote last weekend that “this is arguably the most important week in European history since 1991 or even 1945”. Unlike those dates, what is happening in 2025 carries little in the way of hope, and, with Trump’s announcements and actions becoming more unhinged by the day, any hope there may be is fading very, very fast.

The analysts I’ve just quoted are not excitable catastrophists, but seasoned, respected experts in politics and international relations. I would like to think I share at least some of those qualities, to at least some degree, and, personally, having for nine years been dismayed by what Brexit has done to Britain, I now actually feel frightened by what may happen here. An obvious response to that would be that there are many places, most especially Ukraine, which have far more to fear. That is most certainly true (and it is also true of the US itself where state-induced political intimidation and fear are flourishing, to the horror of decent Americans). Equally, it may be objected that what is happening has little to do with Brexit. However, that is not true.

What’s it got to do with Brexit?

As all those analysts, and many others, make plain, these ongoing developments are not just about ripping up security alliances and global norms, and not just about the empowerment of nationalist ‘strong men’ to carve up the world according to their whims, crucially important as those things are. Rather, as well as what they mean for relations between states, the pronouncements coming from Washington, most recently in Vice-President J.D. Vance’s Munich speech, are proselytizing for far-right and ‘alt-right’ populism within states. Hence Vance’s praise for Brexit and his comments about the German and Romanian elections, which of course come on the heels of Elon Musk’s repeated interventions in British (£) and German politics.

The two aspects are linked. The Trump regime’s loathing for ‘Europe’ is multi-dimensional, seeing it as a parasite in security terms and the ideological homeland of elitism, woke liberalism, and globalism. The EU, specifically, is despised, and resented, as an economic and regulatory power and, perhaps more diffusely, as an exercise in rules-based international cooperation and pooled sovereignty. Indeed, hatred of Europe and of the EU is one of many strands binding together Trump, Putin and the Brexiters.

Since the UK is geographically, historically, economically and, in many respects, ideologically a European country, this necessarily poses profound questions for this country. But Brexit greatly complicates those questions, not simply because it means the UK is detached from the EU, but because Trumpist approval of that makes it quite likely that the US will attempt to exacerbate that detachment at precisely the moment when its folly is most obvious. That might take the form of offering the UK exemptions from new tariffs (about which much is still unclear) or other, including non-material, favours. Far from the present moment being one where, as Keir Starmer seems to think, the UK can once again be a ‘transatlantic bridge’, the reality is that it has the potential to rupture the country, ripping it further from its ideological and geographical allies in Europe but with no prospect of being anything other than the plaything of Trump’s increasingly vicious and unpredictable whims.

However, it is not just a matter of Trump seeking to meddle in Britain’s international relations and internal politics. Nor is it just that, in doing so, he will be joining Putin’s own longstanding attempts to do the same. If it were only that it would be obnoxious and dangerous. What makes it, also, frightening, is that both Trump and Putin have so many willing and powerful accomplices within the British polity*. That means, most obviously, Nigel Farage, the now dominant alt-right and NatCon elements of the Tory Party, the weird ex-RCP coterie and the Tufton Street mafia – both groupings which enjoy disproportionate media influence – and, it is increasingly clear, the ‘Blue Labour’ movement. And they would be neither so numerous nor so powerful had it not been for Brexit.

It was an apposite coincidence that, on the very same day that Starmer went to Paris to meet other European leaders this week to discuss Trump’s Ukraine démarche, the ‘Alliance for Responsible Citizenship’ (ARC) met for a major conference in London. This was a gathering of the assorted world-wide clans of populism and neo-fascism, with British representatives including Kemi Badenoch, Farage, and the ARC Advisory Board member Maurice Glasman of Blue Labour. For want of a better name, the UK contingent can be called ‘Brexitists’ since their bedrock belief is support for Brexit, denial of its failure, and commitment to some or all of its flawed logics.

There are many things at stake in all these unfolding developments, but for the UK, specifically, their immediate manifestation is the question of this country’s relationships with the EU and the US. The Brexitists are quite clear that this is the latest front in their battle, exemplified by Daniel Hannan (who else?) declaring (£) that “we can’t let Labour drag us back into the shrinking orbit of the anti-Trump Eurosphere”. He was right to identify Vance’s Munich speech as making it undeniable that there is a very fundamental choice to be made but, as usual, entirely wrong about what the response should be.

A new proposal for UK-EU relations

Nevertheless, a response will have to be found, and one proposal was made in a report commissioned by Best for Britain (BfB), which was published at the beginning of last week, and which received a lot of media attention (£). It is a timely, important, and serious piece of work, and warrants serious attention, as a constructive proposal to move beyond the current Brexit impasse and to engage with some of the emerging realities of Trump’s new world order.

The report models the economic effects of ‘strong regulatory alignment’ between the UK and EU as regards goods, and also as regards both goods and services, and then models each of these in the scenario of Trump imposing trade tariffs on all goods imported by the US (at an assumed rate of 20% for those from the UK and the EU). Importantly, pursuing strong regulatory alignment in the meaning of the report would not require the Labour government breaching its ‘red lines’ of not rejoining the EU, the single market, or the customs union, and of not agreeing freedom of movement of people. In that sense, it is intended to be a politically viable proposal from a UK perspective.

The ‘headline’ results are quite striking. With strong regulatory alignment in both goods and services, and if there were no Trump-tariffs, UK GDP could be up to 2.2% higher per annum in the long-run than it would otherwise have been, and, even in the event of Trump-tariffs, up to 1.5% higher. This would make a substantial dent in the standard (OBR) estimate of Brexit making UK GDP 4% lower than it otherwise would have been in the long run, and considerably more effective than the more basic ‘reset’, consisting simply of those things the UK and EU have specified they will seek, which John Springford of CER recently estimated to be worth 0.3% to 0.7% of UK GDP. Moreover, both for many individual EU member states and for the EU as a whole the result would be positive or, in the event of Trump-tariffs, would make their impact less negative than it would otherwise have been. So agreeing deep regulatory alignment is presented as a ‘win-win’ for the UK and the EU.

The core concept of the report is that of ‘strong regulatory alignment’:

“Regulatory alignment in goods in this scenario is based on the principle of mutual recognition by the UK and the EU of each other’s regulations. We envision an expansive approach to mutual recognition, in which the UK and the EU take active steps to minimise regulatory divergence and commit to recognising the equivalence of each other’s regulations.” (p.12, followed by a similar definition for services).

This will be very familiar to readers of this blog, and to Brexit-watchers generally, and perhaps will be ringing some alarm bells, because ‘mutual recognition’ has for years been seen by many Brexiters as the silver bullet to reduce the economic costs of Brexit. BfB, of course, are very far from being Brexiters, but whoever proposes it, it has the same problems. I’ve written about these numerous times before, most recently on the last occasion the idea surfaced.

What is ‘Mutual Recognition’?

This is a very complex issue to unpack in full. In broad terms, mutual recognition (MR) means that goods and services which meet the regulations within one market are deemed to meet those which obtain in another, and vice versa. Within that, one crucial distinction is between MR based on ‘equivalence’ and that based on ‘dynamic alignment’ (and/or other forms, such as MR of conformity assessment testing, which I won’t discuss here, though could also become relevant).

Under ‘equivalence’ agreements, the EU and the UK would recognize that, whilst different in some details, their regulations were broadly compatible, and each party would take responsibility of legally enforcing their own regulations. Under ‘dynamic alignment’ (DA) agreements, one party – and in practice it would almost always be the UK – agrees to completely track EU regulations, and as a result the UK’s regulations would be ‘recognized’ by the EU. This is really only ‘mutual recognition’ by courtesy, as the alignment is all one way, even though the ‘recognition’ goes in both directions, and both the source and the enforcement of regulations would ultimately lie with EU law and EU courts.

So, much depends on what form of MR is envisaged, and in that respect the use of the term ‘equivalence’ in the BfB report is either an unfortunate mistake or a problem. We already know that the EU is very reluctant to enter into equivalence agreements with the UK. They aren’t impossible (there are some in relation to aspects of financial services and, in effect, in the EU recognition of the ‘adequacy’ of the UK data protection regime), but as regards Sanitary and Phytosanitary (SPS) regulations an ‘equivalence’ agreement (sometimes called a ‘New Zealand-style’ agreement) has already been proposed by the UK and rejected by the EU. By contrast, a ‘dynamic alignment’ (or ‘Swiss-style’) SPS agreement has been offered by the EU but rejected by the UK.

It isn’t just on SPS regulations that we’ve already been round this loop. MR based on equivalence in a number of areas featured heavily in the UK government’s February 2020 document on its approach to the negotiations undertaken by David Frost, under Boris Johnson, which ultimately led to the TCA. Almost all those proposals foundered, as they were bound to. In large part that was because what makes equivalence appealing to Brexiters (most especially lack of ECJ jurisdiction) is what makes it unacceptable to the EU. As Michel Barnier put it in 2018: “In the absence of a common discipline, in the absence of EU law that can override national law, in the absence of common supervision and a common court, there can be no mutual recognition of standards.”

What about expansive use of Dynamic Alignment?

However, although regulatory equivalence as the basis of expansive MR is a non-starter, what about ‘dynamic alignment’ (DA)? Since the EU does appear to be willing to use that form of MR for SPS regulation, could it perhaps be used expansively? It’s true that this would overcome the problem that lack of ECJ involvement poses for the EU. It also seems to be true that the presence of ECJ involvement is no longer a red line for the UK under the Labour government. Nevertheless, other issues would still remain.

In particular, even under DA each side has to monitor (and/or trust the other side to monitor) that both sets of regulations are aligned. This is a much more complex matter when DA is being used over a wide range of sectors, as envisaged by the report, partly because there is so much more to monitor and partly because there will often be difficulties in knowing where MR applies and where it doesn’t. This arises because crucially, even under the most ‘expansive’ use of DA, but unlike within the single market, the UK would retain the right to diverge in areas not covered by DA.

To take one increasingly important example, assume, as seems extremely likely at the moment, that the UK retains (and perhaps even exercises) the right to diverge in AI regulation. Given the extent to which AI looks set to be imbricated, in some way or another, within so many different business sectors across both goods and services, imagine how difficult it is going to be to determine whether, in relation to any particular product or sector, DA does, or does not, apply. I don’t say that it would be impossible, and certainly the AI example, specifically, is largely uncharted water, but it would involve huge technical complexity, at least if attempted not for one or two areas but at scale.

Indeed the problem isn’t DA agreements as such, it is scaling them up so as to meet the ‘expansive’ MR regime required to yield the headline economic benefits of the BfB report. Ultimately, that isn’t just about technical complexity, it is because the expansive use of DA is effectively an attempt to reproduce selective aspects of the single market but outside of the ‘ecosystem’ of single market agencies and institutions. As such, the more it is used, the more of a threat it would represent to the integrity of the EU single market meaning, at its most generic, the way in which membership confers distinctive advantages over non-membership. That notion, which some Brexiters tend to treat as meaningless or, alternatively, as some kind of EU ‘theological’ dogma, is actually of fundamental importance (hence, amongst other things, many of the issues that have arisen for Northern Ireland).

So (why) would the EU agree to it?

To that, there are several answers. One is that, unlike proposals for equivalence agreements, MR hasn’t been proposed before on a DA basis. Actually, that isn’t quite true, as arguably it was proposed, at least for goods trade, under Theresa May’s 2018 Chequers Proposal for a ‘common rule book’, but as that caused her government to implode it never really got to the point of being negotiated in detail with the EU in the form of a TCA, and would undoubtedly have encountered much resistance from the EU (I’m skipping over a lot of detail on this point). Still, something like it might eventually have been agreed and, anyway, we are now in different times, not least because EU concerns that Brexit might lead to a bigger exodus of members have now largely disappeared. Even so, the EU continues to face the possibility that an expansive DA deal with the UK might set a precedent, with member states seeking to ‘mix and match’ areas for alignment/ divergence.

The more important answer is that we are in different times because the economic situation of the EU, and especially of its largest members, Germany and France, is now much worse than it was in 2018, and the most important answer of all is Donald Trump. Those two things are related, because the state of many EU economies makes the threat of Trump-tariffs all the more dangerous. It is this, clearly, which the BfB report highlights, showing how a strong alignment scenario between the UK and the EU could offset some of the damage of Trump-tariffs, and it is on this basis that it is presented as a win-win proposal.

That may well be true, but, although the context is different, it is still a rather familiar idea, and another one which we used to hear from Brexiters. Their claim from the outset was always that there would be a very expansive post-Brexit deal, even to the extent of offering “the exact same benefits” as membership, because that would be in the interests of both sides, and they repeatedly complained that the EU was allowing ‘politics’ to get in the way of economic interests. In particular, they repeatedly argued that ‘German car makers’ (as an emblem for other EU industries) would ensure such a deal and, when that proved false, again framed that as an EU failure to represent the economic interests of its members and instead to prioritise Brussels ‘dogma’.

But (apart from their other flaws) these claims were mistaken by not recognizing that, whatever the immediate economic interests of some businesses, or even some countries, the long-term economic interests of all EU members and businesses were absolutely dependent upon retaining the integrity of the single market, and the expansive use of MR, even in its DA form, necessarily risks that, extensively recreating selective aspects of the single market for non-members. Now perhaps it is true that the possible impact of Trump’s tariffs will change the balance of calculations of the risks and benefits of this. But personally, I feel suspicious of yet again going down the track of making proposals based upon assumptions about what the EU will, or ‘ought to’ recognize as being in its own interests.

Having said all this, it could still be argued that Trump’s return, in a dramatically more aggressive and virulent posture than before, has changed everything, not so much, or not simply, because of the economic threat of tariffs but because of having started to rip up the international security order, and all the issues with which I began this post. Is this true? To be honest, I simply don’t know. In some ways, the opposite could be argued. To the extent that the single market is the economic basis of such geo-political clout as the EU has, that might suggest there is all the more reason to maintain its integrity.

Nevertheless, I do think that, despite what some ‘die-hard remainers' think, the understandable unwillingness of the EU to make economic concessions to the UK in return for security and defence cooperation, a proposition which was first made by May when Article 50 was triggered in 2017, and looked like blackmail then, may have changed. Almost everyone now thinks that Europe, as a continent, needs to get itself together as a serious defence player, and that is not going to be easy. It will entail the EU and its members doing many things they find distasteful, and this could be one of them. It might also be that previous, and again understandable, reluctance to entertain a complex and tangled MR-based relationship between the EU and the UK might be reduced. In a world which has suddenly become extremely disordered that might now seem a relative trivial piece of messiness. It would certainly be lazy simply to dismiss that possibility out of hand as ‘cakeism’, or to dismiss the very real differences created by Trump’s return. This isn’t 2016-2020.

The real choice

For all these reasons, there may well be a good argument for the UK to explore the BfB report’s ‘strong alignment’ model and propose it to the EU, at least informally, and see what the reaction is. But I keep coming back to the problem that it is very difficult to see how the EU can embark on a major deepening of relations without a high degree of confidence that the UK is going to be a reliable partner, and there is no real prospect of that whilst Brexitism remains so influential. After all, it’s perfectly realistic to think we may be only three years away from having a nationalist and populist government with a doctrinal hatred of the EU.

For Brussels, that would mean dealing with a UK government which has scant regard for acting in a trustworthy manner about any MR agreements which may be in force and would very likely revoke them anyway. The answer to that concern cannot, realistically, be that, if it happens, the EU can just revert back to the current TCA terms after having put in all the effort of creating an expansive MR regime involving a complex patchwork of agreements.

Some deny any such risk exists, arguing that UK business lobbies would prevent any future government from revoking agreements made by Labour. But this is really just the ‘German car makers’ argument in reverse, and the history of Brexit hardly suggests that business is very effective in controlling a government – in this scenario perhaps a Reform-Tory coalition – animated by ideological loathing of the EU and populist conceptions of ‘sovereignty’. So the risk is real, and it would be a very considerable one for the EU to take.

Moreover, although this wouldn’t in itself remove that risk, it can hardly be encouraging to the EU that the Labour government has not, as yet, made an explicit commitment even to seeking a DA deal on SPS, let alone to any more ‘expansive’ use of DA. As long ago as May 2023 I wrote a post with a footnote pointing out that whenever Labour politicians talked about an SPS deal they invariably invoked New Zealand (i.e. equivalence, not DA) as a model, and that has continued to be the case, so even in this headline area for the reset, the government still remains ambiguous about specifics.

For what it is worth, I think the government will seek DA on SPS, and will agree it with the EU, but it certainly hasn’t been open or enthusiastic about what doing so means, apparently because it fears the Brexiters’ reaction, hence again demonstrating the unsettled nature of the UK polity. So if the BfB report encourages the government to boldly advocate the use of DA, and to take on and defeat its Brexiter critics, then it will have done a good job.

On the other hand, if Brexitism were to be marginalised in the UK, overcoming this problem, then there would be no need to fiddle around with endlessly complex and sub-optimal MR agreements and security pacts as we could move, as quickly as possible, to joining the EU, boosting the continent’s economy, and developing a proper, fully-integrated, European defence and security capacity. So, for all the talk of the UK facing a choice between the US and the EU, the deeper choice that codes is the domestic one of what kind of country we are. That seems no closer to resolution now than it has been since, in 2016, we embarked on the poorly-designed, divisive and poisonous Brexit experiment, an experiment which has now become the most horrific of political lab accidents.

 

Note

*On the other hand, the British, Brexitist, variant of this global right-wing movement faces particular challenges. The British public has generally negative views about Putin and Trump, and a generally positive view of Zelensky (and support for Ukraine). Even Reform voters are strongly anti-Putin. As has been shown before Farage’s views of Ukraine and Putin are his most vulnerable political spot, and this is now becoming very clear.

Friday, 7 February 2025

Trump’s new world chaos offers possibilities for post-Brexit Britain

Last week, if anyone can remember that far back, the fifth anniversary of the UK leaving the EU provoked a welter of comment and detailed analysis from which it is hard to escape the conclusion that what I’ve sometimes called ‘the battle for the post-Brexit narrative’ is over. The public view that it was wrong to leave and that leaving has not been a success is entrenched and growing. The bulk of sensible and serious commentary, both in the UK (£) and abroad, endorses that.

Meanwhile, Brexit’s remaining defenders, such as Boris Johnson (£) and Nigel Farage, can only wail about the need to “believe” in Brexit, and the benefits they claim for it range from trivialities to demonstrable lies, the most frequent and most egregious being that it enabled an early Covid vaccine rollout. The very weakness of that defence, combined with the notable absence of celebration of the anniversary, show the abject failure of Brexit to deliver the promises made for it by its advocates.

The core problem in current British politics is that the Brexiters are too shameless to admit this failure, and utterly resistant to even the most modest attempts to address the consequences. Since, public opinion notwithstanding, this stance is baked in to both the Reform and Tory parties, and large and noisy section of the media, Brexit Britain is, as I wrote in my previous post, stuck. Like squatters, having trashed the house, they will neither get out nor allow the owners to repair it.

Thus a reversal of Brexit is politically unrealistic in any immediate timescale, and the government’s promised ‘reset’ is the only game in town. Yet even that has been pursued with frustrating timidity and slowness, not least because of the opposition of the Brexit wreckers.

However, in what has been a tumultuous two weeks, there are at least signs of the reset being pursued with more urgency and a little more resolve. Perhaps more importantly, the tumult, which derives from Donald Trump’s return to power, depressing and disorientating as it is, could present an opportunity to finally break out of the stale circles of the Brexit debate.

Reset: a new urgency?

It’s hard to deny that, even though these events were already planned, Trump’s explosive arrival in the White House put new meaning upon Starmer’s attendance at a meeting of EU leaders, to discuss defence and security issues, and the meeting next day of the EU-UK Forum, where EU Relations Minister Nick Thomas-Symonds delivered a major speech. At all events, although it was scarcely the first time that Starmer has talked about wanting an “ambitious” security partnership and reset with the EU, it was the first time that he and Thomas-Symonds set out a desire to agree a reset deal within the next three months.

It’s not clear how realistic this is, since the related announcement of a UK-EU summit to be held in May would imply that negotiations be completed in advance of this. Nevertheless, both the summit itself, which will be hosted by the UK, and the identification of a timetable, can be read as recognizing the need to deliver, and deliver quickly, on a reset which, so far, has mainly consisted of warm words.

Thomas-Symonds also spoke of the need to approach the reset with “ruthless pragmatism” in place of “ideologically-driven division”. Quite what this means is also unclear. Hopefully, it is a signal to British Brexiters (£) that the government is willing to take on their backlash against the reset, which I discussed in a recent post and which has been much on display in utterly ludicrous attacks on this week’s meetings in the pro-Brexit press*. If that is so, then it would be helpful for Thomas-Symonds, or Starmer himself, to give a big, uncompromising, and full-throated speech demolishing those attacks and advocating, with enthusiasm, a detailed agenda for the government’s still far too vague ‘ambition’. If not now, when?

Less optimistically, it might have been (or have also been) a signal to the EU that the government still clings to the familiar Brexiter line that Brussels should be more ‘flexible’ and less ‘ideological’ in its application of rules for third countries. That line is still, at least implicitly, what Farage believes would “improve” the existing deal, as if post-Brexit ‘red tape’ were an EU imposition rather than an inevitable consequence of decisions taken by UK and urged by Farage himself. I’m only guessing, but it seems to me at least possible that there are still people in the civil service and the cabinet who have the same view, if only because, even after all these years, there is still so much ignorance about how the EU works and what Brexit means.

But even the most optimistic reading of these developments (i.e. that Starmer intends to stand up to the Brexiters and to work realistically and rapidly to agree the most maximalist version of the reset), for all that it would mark a shift in gear compared with the last eight months, already seems inadequate to the scale and pace of events. For, based even on the short period since Trump returned to office, there is a good case for thinking that the fundamental recalibration of global politics, which I foreshadowed in a post in November, is now unfolding in plain view.

Trump’s global coup

That recalibration isn’t only, or even primarily, about Trump’s trade tariffs, which I’ll come back to. There is already a long list of other developments, including the pardoning of the J6 rioters; the forced deportations (with the associated bullying of Colombia and the planned re-opening and re-purposing of Guantanamo Bay); the quite extraordinary handing of access to government finance systems to Musk; the hounding of Federal agencies including the FBI; the attempts to suborn the CIA; the freezing of foreign aid; the purge of all forms of diversity initiatives; the bullying territorial claims made on Panama, Greenland and Canada; the grotesque and yet absurd proposal to “take over” Palestine and create a “Riviera of the Middle East”; the withdrawal from the Paris Accord and the World Health Organization.

That is only a partial list of what has happened so far, and there will undoubtedly be more to come, probably even as I am writing. But it is enough to eviscerate any lingering idea that Trump will show even the restraints of his first presidency. It may be chaotic, but is also a coup of sorts, and arguably an assault on the constitution. Under Trump, the US has launched a global attack on liberalism in its most general meaning, and on many of its specific attributes at home and abroad.

Even acknowledging that many of Trump’s announcements and executive orders are merely performative, that much of what he does will be heavily resisted, that his administration is likely to be characterized by incompetence and infighting, will not last forever, and may become domestically unpopular, it seems certain that the US will be permanently changed and, as a result, so will the rest of the world. Apart from anything else, it shouldn’t be forgotten that Trump is, in fact, doing what he promised he would do, and was given a clear endorsement for it by US voters. So, even if some of those who did so turn against him, it really can’t be denied that there is a deep groundswell of desire for the US to be a very different kind of country to that which, at least, the UK has known, or believed it has known, since, say, 1941. (I realise there is a lot that can be debated in and around that claim.)

Trump’s tariff weapon

When it comes to Trump’s new tariffs, these can be seen as an attack on economic liberalism, and to an extent they are motivated by economic protectionism. But they are not really, or at least not simply, about waging trade wars (although trade wars with China and the EU may be the result). More fundamentally, Trump is using trade as a weapon to intimidate other countries into doing his bidding in both economic and non-economic matters. The non-economic motive was most evident in the threat to Colombia, but was also present in those made to Mexico and Canada, and carried through against China.

The fact that Mexico and Canada struck last-minute deals on border protection to avoid the tariff attacks is in part an illustration of this, but it is also an irrelevance. For one thing, they are only temporary deals, and there is every reason to believe that, like a blackmailer, Trump will come back for more (and, even if he doesn’t, this episode will have done long-term damage to, for example, US-Canada relations). For another, the very rapidity of the reprieves is all of a piece with Trump’s almost cliched desire to ‘do the unexpected’ as a weapon designed to de-stabilize his perceived enemies. Indeed, as legal commentator David Allen Green has pointed out this week, although Trump is often described as ‘transactional’, his approach to deal-making is actually “anti-transactional”, so that “an agreement offers an opportunity to gain leverage, for a new negotiation, for a new exertion of power.”

However, whilst what is happening may be inflected through Trump’s baroque psychology (£), it is not reducible to that. He is both an expression of, and a vehicle for, a deep seam of sentiment in the US which sees the country as the put-upon victim of the international order (despite that order being largely the creation of the US). In that sense, Trump’s tariff attacks are part of the wider picture of a regime determined to use force to dismantle the constraints of law and convention abroad quite as much as those within the domestic sphere. That he has even spoken of the use of military force, extending to the sequestration of territory, against some of the US’s own allies means that, at the most basic level, the US can no longer be trusted by any of its allies.

Trump’s words and actions have therefore already fractured global society. It’s tempting to reach for historical analogies, which might range from Hoover’s Smoot-Hawley Tariff Act, to the America First Committee, to the endless debates about whether Trump is a fascist. But they really aren’t necessary. It’s enough to observe that he is what he is, now; doing what he is doing, now. Perhaps in the future it may seem an overblown claim but, just at the moment, it is plausible to say that we are seeing the beginning of a new global divide between rules and brute force. It is also not necessary to romanticize ‘the rules-based international order’, or to sanitize the history of US foreign policy, to see this as a momentous and highly dangerous development, with the potential to shatter previous alliances and enforce more-or-less binary choices on almost every country in the world.

What of Brexit Britain?

If this analysis, or anything like it, is correct, then the issues it poses for the UK, specifically, go well beyond those of UK-EU relations, although they encompass those relations, and beyond those of tariffs. Thus most current discussions, which focus on Britain having to navigate a careful path in the event of a US-EU trade war, don’t fully address what is at stake. It is not even as simple as picking a side between the US and the EU. It is about picking a side between liberalism and illiberalism (or worse).

This would have created profound problems for the UK even without Brexit, given the role it had roughly established for itself as a ‘transatlantic bridge’. But EU membership would have half-addressed those problems, anchoring one end of the bridge even as the other imploded. As it is, the combination of Brexit and Trump 2.0 has burnt both ends. This poses questions about UK-EU relations, of course, but Trump hasn’t simply turned on the EU. In some ways, the bigger issue his presidency has raised for the UK is illustrated by his assault on Canada, not just with tariffs but with the extraordinary suggestion that it might “cease to exist” as an independent country and could become “America’s 51st State”.

This, then, is an attack on one of Britain’s closest and most longstanding allies, and, indeed, a country of which the British monarch is still the Head of State. The UK-Canada relationship is also, let us not forget, a prime example of the kind of ‘old friendship’ which the Brexiters claimed would be rekindled by leaving the EU. Some even continue to fantasise about ‘CANZUK’ and ‘the Anglosphere’. Moreover, Canada’s relationship with the EU was constantly held up as the template for what Britain’s should become.

In this sense, Trump’s hostility to Canada, quite as much as his hostility to the EU, presents a moment of choice. What, now, should Britain do? Keep quiet? Seek to ‘navigate’ a path to spare itself Trump’s disfavour whilst its ‘old friend’ takes its chances? Indeed one might ask what Farage, the man who always claims to stick to his principles, to care deeply about national sovereignty, and to have a hot-line to Trump, had to say about Canada this last week or so. The answer, so far as I can find, is nothing.

Similar questions apply not just to the UK’s relations with the EU, generally, but to those with Denmark, in particular, and with Greenland. They also apply, in a different way, to its relations with China, which Starmer’s government has recently tried to reset. And they also apply, again in different ways, to its relations with global institutions. To put all this a different way, the vision of, at least, the global Brexiters was of being ‘freed from the shackles of the EU’ in order to participate fully in a global order, including but not limited to a global trade order, an order to which the US now is wholly opposed and bent on destroying. Even the Brexiters’ more limited notion of the Anglosphere was predicated on the US as a bulwark of the ‘rules-based’ order. Equally, they looked to NATO as the sole international basis of UK defence and security, an approach which now looks increasingly precarious. So even if there had ever been a geo-political logic to Brexit, which there wasn’t, the entire basis of that logic is now rapidly disappearing.

A UK-US deal?

To the extent that the Brexiters have any response to this situation, it is the idea of the UK creating a Free Trade Agreement with the US (and/or an exemption from new punishment tariffs). Indeed, some clearly imagine that this, finally, will be a concrete demonstration of the benefits of Brexit.

However, it is an utterly inadequate response. Although there is no doubt that Trump will dangle this possibility in front of Starmer, that doesn’t mean he will do such a deal. In fact, as is already beginning to happen, he is likely to alternately hint that he is going to spare Britain or that he is going to punish us, just as a way of demonstrating his power. But even if he does a deal, his protectionism and nationalism, not to mention his own concept of deal-making, will mean that it will not be a good deal for the UK, and will come with numerous conditions. In any case, as Mexico and Canada are finding as regards USCMA, a deal with Trump is not worth the paper it is written on. His “anti-transactionalism” means he is always liable to make some new demands for obedience from the UK.

Most importantly of all, were a US-UK trade deal to happen in the new context Trump has created it would, for what at best would be only a small economic benefit, engender not just dismay but disgust from most of Britain’s friends and allies. Brexit Britain would cease to be regarded by them, as it has been since 2016, with bewilderment and even sympathy, but instead with loathing and revulsion, a Quisling in Trump’s global war.

The very idea that Brexiters like David Frost should think that their project is justified by the ‘freedom’ to act in such a cowardly and contemptible way shows the depths and desperation they have reached. Certainly their advocacy of dancing a humiliating jig to the tune of a capricious bully removes any vestigial illusion that they are in any way patriotic.

Starmer’s opportunity

The temptation for Starmer, partly as a matter of temperament, but partly because Brexit has left Britain in such an enfeebled position, will be to go on doing nothing and saying little other than platitudes. But inaction and quietude will amount to taking sides or, even worse, will be seen by each side as taking that of the other. Likewise, it will not silence the Brexiter call for doing a deal with the US, with Farage and his acolytes acting as Trump’s Fifth Column in British politics.

Conversely, Starmer has a real opportunity to exert leadership, and in the process has been gifted an opportunity to release Britain from the drift and dither to which it has been consigned by Brexit. He could, in one bound, position the UK as an international beacon of probity, as a strong regional partner, and perhaps even as a galvanizing convenor of medium-sized and small powers, and in the process marginalize Farage as an unpatriotic scoundrel. Similarly, resistance to closer EU ties from the Conservatives and their media supporters could be positioned as undermining Britain’s staunch support for its allies. Doing so would go with the grain of public opinion. Trump and his side-kick Musk are not popular in the UK. Equally, there is public support for closer relations with the EU rather than with the US, and probably (though I haven’t found polling data) for siding with Canada, Greenland/ Denmark, and perhaps even Panama, against Trump’s aggression.

In this way, all the talk still coming from Badenoch, amongst others, of ‘honouring the will of the British people’ and ‘retaining our hard-won Brexit freedoms’ as a reason to oppose the reset could at a stroke be derided as the tired repetition of long-outdated slogans, wrenching political discourse free of the detritus of 2016 and its aftermath. That wouldn’t imply re-opening the Brexit question, or crossing Labour’s ‘red lines’, but it would imply pursuing a maximalist reset with the EU, at speed, and with open enthusiasm rather than coyness and reluctance. Doing so would not just reset UK-EU relations, it would also reset UK international relations generally and, perhaps most importantly, reset the terms of domestic political debate.

Starmer may never have a better chance than now, and, if he is to take it, then the sooner the better if he is to get kudos for being at the forefront of this new global divide. Standing up to Trump in this way would not be easy or cost-free for Britain. Doing so would have significant security and economic ramifications. But the same is true of not doing so. And it’s even possible, given Trump’s bullying temperament, that standing up to him might earn Starmer a degree of grudging respect.

In some ways, Starmer is ideally placed to take this kind of stance. As I wrote recently, his persona and politics are very clearly aligned with the principles of ‘rational-legal authority’ in both the domestic and international spheres, placing him in direct contrast to Trump’s ‘anti-ruleism’. However, at the same time, and relatedly, he is almost preternaturally cautious, lacking vision and perhaps distrustful of the very concept of vision, and as a result inclined to ‘wait and see’ and to dodge hard choices. Hence his current rejection of the bare idea that there is a choice to be made between the US and the EU. That is misguided even if the choice is framed in that way. It is even more misguided when the choice is framed, as it should be, between accepting or rejecting Trump’s new barbarism.

 

*Of these attacks, probably none was more ludicrous than that of Kate Hoey. It isn’t only that she sees betrayal in the UK Prime Minister meeting EU leaders, it is that having campaigned for years against membership of the EU because of its supra-national powers she now proposes that the UK need not deal with the EU at all, but simply with its individual members. And this is only one aspect of the idiocy on display in just this short clip.