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UK offers to work with Europe on Putin shadow fleet seizures
HELSINKI — The U.K. is ready to work with its European allies to intercept vessels in Russia’s “shadow fleet,” Britain’s chief foreign minister said Wednesday. A week after British armed forces supported the U.S. seizure of a Russian-flagged oil tanker in the North Atlantic, Yvette Cooper said Britain is prepared to work on enforcement with “other countries and other allies” against ships suspected of carrying sanctioned oil or damaging undersea infrastructure. Promising “stronger action” to break the shadow fleet’s “chokehold,” she added: “It means a more robust response, and it means as we see operations by shadow fleet vessels, standing ready to be able to act.” While the foreign secretary would not be drawn on the specific action the U.K. might take, her charged rhetoric appears to be laying the ground for future interventions that go beyond last week’s coordination with the Trump administration. Officials believe that the U.K. government has identified a legal basis for the military to board shadow fleet vessels in international shipping lanes, in certain cases. Cooper did not rule out the prospect of British forces boarding vessels, telling POLITICO: “It means looking at whatever is appropriate, depending on the circumstances that we face.” She also did not rule out using oil from seized vessels to fund the Ukrainian war effort — but cautioned that the prospect was of a different order to using frozen Russian assets to fund Ukraine. That idea hit a wall in discussions between EU countries in December. The foreign secretary said: “As you know, we’ve had all sorts of discussions in the past about different Russian sovereign assets. That’s a different set of circumstances. So we take the approach that it always has to be done within an international legal framework and on a case-by-case basis.” Asked directly if she was talking about joint shadow fleet operations with European allies, Cooper said: “We stand ready to work with allies on stronger enforcement around the shadow fleet.” Cooper made her comments on Wednesday after a demonstration on board the Finnish Border Guard ship Turva. It took part in a Dec. 31 operation to seize a cargo ship sailing from Russia to Israel, which was accused of deliberately damaging a cable between Helsinki and Estonia. Finnish authorities demonstrated a mock operation similar to the one that seized the ship on New Year’s Eve. Cooper watched as five armed officers slid down a rope from a helicopter onto the deck and stormed the bridge, shouting: “Hands up.” The operation took around three minutes. Cooper said after the demonstration: “The reason for being here is to see the work that Finland has been doing around the shadow fleet, and to look at what the further potential is for us to work with allies to strengthen that enforcement work.” Mari Rantanen, Finland’s interior minister, said the age of some Russian-linked tankers using northern shipping routes risks an ecologically disastrous oil spill. | Olivier Hoslet/EPA She name-checked work by France and Finland, while one U.K. official said she also intends to work with Norway. Mari Rantanen, Finland’s interior minister, said the age of some Russian-linked tankers using northern shipping routes risks an ecologically disastrous oil spill. “These vessels, these tankers, are very old,” she told POLITICO. “They are not built [for] this kind of icy weather, and they are in very bad shape, so the environmental risk is huge.” Mikko Simola, the commander of the Gulf of Finland coastguard, said he has seen “a rapid change since early 2022” in the prevalence of malign activity, for which Moscow denies responsibility. Simola said he would let the courts decide who was culpable, but said it was “certainly very strange to believe that in a short period of time, many cable and gas pipe damages would happen by accident in the same area.”
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US oil producers pledge to help stabilize Iran if regime falls
The head of the U.S. oil industry’s top lobbying group said Tuesday that American producers are prepared to be a “stabilizing force” in Iran if the regime there falls — even as they remain skeptical about returning to Venezuela after the capture of leader Nicolás Maduro. “This is good news for the Iranian people — they’re taking freedom into their own hands,” American Petroleum Institute President Mike Sommers said of the mass protests that have embroiled Iran in recent days. President Donald Trump is said to be weighing his options for potential actions against the Iranian government in response to its violent crackdown on the protests. “Our industry is committed to being a stabilizing force in Iran if they decide to overturn the regime,” Sommers told reporters following API’s annual State of American Energy event in Washington. “It’s an important oil play in the world, about the sixth-largest producer now — they could absolutely do more,” he said of the country. Iran’s oil industry, despite being ravaged by years of U.S. sanctions, is still considered to be structurally sound, unlike that of Venezuela’s. In order for companies to return to Venezuela, on the other hand, they will need long-term investment certainty, operational security and rule of law — all of which will take significant time, Sommers said. “If they get those three big things right, I think there will be investment going to Venezuela,” he said. Background: Experts who spoke earlier from the stage at API’s event also underscored the differences between Iran and Venezuela, whose oil infrastructure has deteriorated under years of neglect from the socialist regime. “Iran was able to add production under the weight of the most aggressive sanctions the U.S. could possibly deploy,” said Kevin Book, managing director at the energy research firm ClearView Energy Partners. “Imagine what they could do with Western engineering.” Bob McNally, a former national security and energy adviser to President George W. Bush who now leads the energy and geopolitics consulting firm Rapidan Energy Group, said the prospects for growing Iran’s oil production are “completely different” from Venezuela’s. “You can imagine our industry going back there — we would get a lot more oil, a lot sooner than we will out of Venezuela,” McNally said. “That’s more conventional oil right near infrastructure, and gas as well.” No equity stakes: Sommers told reporters that API would oppose any efforts by the Trump administration to take a stake in oil companies that invest in Venezuela. The administration has taken direct equity stakes in a range of U.S. companies in a bid to boost the growth of sectors it sees as a geopolitical priority, such as semiconductor manufacturing and critical minerals. “We would be opposed to the United States government taking a stake in any American oil and gas companies, period,” Sommers said. “We’d have to know a little bit more about what the administration is proposing in terms of stake in [Venezuelan state-owned oil company] PdVSA, but we’re not for the nationalization of oil companies or for there to be a national oil company in the United States.”
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Europe neglected Greenland’s mineral wealth. It may regret it.
BRUSSELS — On Greenland’s southern tip, surrounded by snowy peaks and deep fjords, lies Kvanefjeld — a mining project that shows the giant, barren island is more than just a coveted military base. Beneath the icy ground sits a major deposit of neodymium and praseodymium, rare earth elements used to make magnets that are essential to build wind turbines, electric vehicles and high-tech military equipment. If developed, Greenland, a semi-autonomous part of Denmark, would become the first European territory to produce these key strategic metals. Energy Transition Minerals, an Australia-based, China-backed mining company, is ready to break ground. But neither Copenhagen, Brussels nor the Greenlandic government have mobilized their state power to make the project happen. In 2009, Denmark handed Greenland’s inhabitants control of their natural resources; 12 years later the Greenlandic government blocked the mine because the rare earths are mixed with radioactive uranium. Since then the project has been in limbo, bogged down in legal disputes. “Kvanefjeld illustrates how political and regulatory uncertainty — combined with geopolitics and high capital requirements — makes even strategically important projects hard to move from potential to production,” Jeppe Kofod, Denmark’s former foreign minister and now a strategic adviser to Energy Transition Minerals, told POLITICO. Kvanefjeld’s woes are emblematic of Greenland’s broader problems. Despite having enough of some rare earth elements to supply as much as 25 percent of the world’s needs — not to mention oil and gas reserves nearly as great as those of the United States, and lots of other potential clean energy metals including copper, graphite and nickel — these resources are almost entirely undeveloped. Just two small mines, extracting gold and a niche mineral called feldspar used in glassmaking and ceramics, are up and running in Greenland. And until very recently, neither Denmark nor the European Union showed much interest in changing the situation. But that was before 2023, when the EU signed a memorandum of understanding with the Greenland government to cooperate on mining projects. The EU Critical Raw Materials Act, proposed the same year, is an attempt to catch up by building new mines both in and out of the bloc that singles out Greenland’s potential. Last month, the European Commission committed to contribute financing to Greenland’s Malmbjerg molybdenum mine in a bid to shore up a supply of the metal for the EU’s defense sector.  But with United States President Donald Trump threatening to take Greenland by force, and less likely to offer the island’s inhabitants veto power over mining projects, Europe may be too late to the party. “The EU has for many years had a limited strategic engagement in Greenland’s critical raw materials, meaning that Europe today risks having arrived late, just as the United States and China have intensified their interest,” Kofod said. In a world shaped by Trump’s increasingly belligerent foreign policy and China’s hyperactive development of clean technology and mineral supply chains, Europe’s neglect of Greenland’s natural wealth is looking increasingly like a strategic blunder. With Donald Trump threatening to take Greenland by force, and less likely to offer the island’s inhabitants veto power over mining projects, Europe may be too late to the party. | Jim Watson/AFP via Getty Images A HOSTILE LAND That’s not to say building mines in Greenland, with its mile-deep permanent ice sheet, would be easy. “Of all the places in the world where you could extract critical raw materials, [Greenland] is very remote and not very easily accessible,” said Ditte Brasso Sørensen, senior analyst on EU climate and industrial policy at Think Tank Europa, pointing to the territory’s “very difficult environmental circumstances.”  The tiny population — fewer than 60,000 — and a lack of infrastructure also make it hard to build mines. “This is a logistical question,” said Eldur Olafsson, CEO of Amaroq, a gold mining company running one of the two operating mines in Greenland and also exploring rare earths and copper extraction opportunities. “How do you build mines? Obviously, with capital, equipment, but also people. [And] you need to build the whole infrastructure around those people because they cannot only be Greenlandic,” he said.  Greenland also has strict environmental policies — including a landmark 2021 uranium mining ban — which restrict resource extraction because of its impact on nature and the environment. The current government, voted in last year, has not shown any signs of changing its stance on the uranium ban, according to Per Kalvig, professor emeritus at the Geological Survey of Denmark and Greenland, a Danish government research organization. Uranium is routinely found with rare earths, meaning the ban could frustrate Greenland’s huge potential as a rare earths producer. It’s a similar story with fossil fuels. Despite a 2007 U.S. assessment that the equivalent of over 30 billion barrels in oil and natural gas lies beneath the surface of Greenland and its territorial waters — almost equal to U.S. reserves — 30 years of oil exploration efforts by a group including Chevron, Italy’s ENI and Shell came to nothing. In 2021 the then-leftist government in Greenland banned further oil exploration on environmental grounds.  Danish geologist Flemming Christiansen, who was deputy director of the Geological Survey of Denmark and Greenland until 2020, said the failure had nothing to do with Greenland’s actual potential as an oil producer. Instead, he said, a collapse in oil prices in 2014 along with the high cost of drilling in the Arctic made the venture unprofitable. Popular opposition only complicated matters, he said. THE CLIMATE CHANGE EFFECT From the skies above Greenland Christiansen sees firsthand the dramatic effects of climate change: stretches of clear water as rising temperatures thaw the ice sheets that for centuries have made exploring the territory a cold, costly and hazardous business. “If I fly over the waters in west Greenland I can see the changes,” he said. “There’s open water for much longer periods in west Greenland, in Baffin Bay and in east Greenland.” Climate change is opening up this frozen land. Climate change is opening up this frozen land. | Odd Andersen/AFP via Getty Images Greenland contains the largest body of ice outside Antarctica, but that ice is melting at an alarming rate. One recent study suggests the ice sheet could cease to exist by the end of the century, raising sea levels by as much as seven meters. Losing a permanent ice cap that is several hundred meters deep, though, “gradually improves the business case of resource extraction, both for … fossil fuels and also critical raw materials,” said Jakob Dreyer, a researcher at the University of Copenhagen.   But exploiting Greenland’s resources doesn’t hinge on catastrophic levels of global warming. Even without advanced climate change, Kalvig, of the Geological Survey of Denmark and Greenland, argues Greenland’s coast doesn’t differ much from that of Norway, where oil has been found and numerous excavation projects operate.     “You can’t penetrate quite as far inland as you can [in Norway], but once access is established, many places are navigable year-round,” Kalvig said. “So, in that sense, it’s not more difficult to operate mines in Greenland than it is in many parts of Norway, Canada or elsewhere — or Russia for that matter. And this has been done before, in years when conditions allowed.”    A European Commission spokesperson said the EU was now working with Greenland’s government to develop its resources, adding that Greenland’s “democratically elected authorities have long favored partnerships with the EU to develop projects beneficial to both sides.” But the spokesperson stressed: “The fate of Greenland’s raw mineral resources is up to the Greenlandic people and their representatives.” The U.S. may be less magnanimous. Washington’s recent military operation in Venezuela showed that Trump is serious about building an empire on natural resources, and is prepared to use force and break international norms in pursuit of that goal. Greenland, with its vast oil and rare earths deposits, may fit neatly into his vision. Where the Greenlandic people fit in is less clear.
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How to be a Latin American dictator Trump ignores
President Donald Trump has set his sights on several targets in the Western Hemisphere beyond Venezuela — from Mexico with its drug cartels to the political cause célèbre of Cuba. But one place is oddly missing from Trump’s list: Nicaragua. This is a country led not by one, but two dictators. A place where the opposition has been exiled, imprisoned or otherwise stifled so much the word “totalitarian” comes to mind. A place the first Trump administration named alongside Cuba and Venezuela as part of a “troika of tyranny.” Yet it’s barely been mentioned by the second Trump administration. That could change any moment, of course, but right now Nicaragua is in an enviable position in the region. That got me wondering: What is the regime in Managua doing right to avoid Trump’s wrath? What does it have that others don’t? Or, maybe, what does it not have? And what does Nicaragua’s absence from the conversation say about Trump’s bigger motives? Current and former government officials and activists gave me a range of explanations, including that the regime is making smart moves on battling drug trafficking, that it’s benefiting from a lack of natural resources for Trump to covet and that it doesn’t have a slew of migrants in the U.S. Taken together, their answers offer one of the strongest arguments yet that Trump’s actions in the Western Hemisphere or beyond are rarely about helping oppressed people and more about U.S. material interests. “The lesson from Nicaragua is: Don’t matter too much, don’t embarrass Washington and don’t become a domestic political issue,” said Juan Gonzalez, a former Latin America aide to then-President Joe Biden. “For an administration that doesn’t care about democracy or human rights, that’s an effective survival strategy for authoritarians.” Some Nicaraguan opposition leaders say they remain optimistic, and I can’t blame them. Trump is rarely consistent about anything. He’s threatening to bomb Iran right now because, he says, he stands with protesters fighting an unjust regime (albeit one with oil). So maybe he might direct some fury toward Nicaragua? “The fact that Nicaragua is not at the center of the current conversation doesn’t mean that Nicaragua is irrelevant,” Felix Maradiaga, a Nicaraguan politician in exile, told me. “It means that the geopolitical interests of the U.S. right now are at a different place.” Nicaragua is run by Daniel Ortega and Rosario Murillo, a husband and wife who take the term “power couple” somewhat literally. They are now co-presidents of the Central American nation of 7 million. Over the years, they’ve rigged elections, wrested control over other branches of the government and crushed the opposition, while apparently grooming their children to succeed them. It has been a strange and circular journey for a pair of one-time Sandinista revolutionaries who previously fought to bring down a dynastic dictatorship. Hundreds of thousands of Nicaraguans have fled the impoverished country, some to the United States. Meanwhile, the regime has enhanced ties to Russia, China and other U.S. adversaries, while having rocky relations with Washington. Nicaragua is part of a free trade agreement with Washington, but it has also faced U.S. sanctions, tariffs and other penalties for oppressing its people, eroding democracy and having ties to Russia. Even the current Trump administration has used such measures against it, but the regime hasn’t buckled. Nicaraguan officials I reached out to didn’t respond with a comment. Several factors appear to make Nicaragua a lower priority for Trump. Unlike Venezuela, Nicaragua isn’t a major source of oil, the natural resource Trump covets most. It has gold, but not enough of that or other minerals to truly stand out. (Although yes, I know, Trump loves gold.) It’s also not a major source of migrants to the U.S. Besides, Trump has largely shut down the border. Unlike Panama, another country Trump has previously threatened, it doesn’t have a canal key to global commerce, although there’s occasional talk of building one. Nicaragua may be placating the president and his team by taking moves to curb drug trafficking. At least, that’s what a White House official told me when I sought comment from the administration on why Nicaragua has not been a focus. “Nicaragua is cooperating with us to stop drug trafficking and fight criminal elements in their territory,” the official said. I granted the White House official anonymity to discuss a sensitive national security issue. It’s difficult to establish how this cooperation is happening, and the White House official didn’t offer details. In fact, there were reports last year of tensions between the two countries over the issue. A federal report in March said the U.S. “will terminate its Drug Enforcement Administration (DEA) operations in Nicaragua in 2025, partly due to the lack of cooperation from Nicaragua’s agencies.” The DEA didn’t reply when I asked if it had followed up with that plan, but it’s possible the regime has become more helpful recently. The U.S. and Nicaragua’s cooperation on drugs has waxed and waned over the years. In any case, although drug runners use Nicaraguan territory, it’s not a major cartel hub compared to some other countries facing Trump’s ire, such as Mexico. Some Nicaraguan opposition activists have been hoping that U.S. legal moves against Venezuelan leader Nicolas Maduro would expose narcotrafficking links between Managua and Caracas, providing a reason for the U.S. to come down harder on the regime. They’ve pointed to a 2020 U.S. criminal indictment of Maduro that mentioned Nicaragua. But the latest indictment, unveiled upon Maduro’s Jan. 3 capture, doesn’t mention Nicaragua. When I asked the White House official why the newer indictment doesn’t mention Nicaragua, the person merely insisted that “both indictments are valid.” A spokesperson for the Department of Justice declined to comment. Nicaraguan opposition leaders say that although the new indictment doesn’t mention the country, they still hope it will come up during Maduro’s trial. My sense, though, is that Ortega and Murillo are cooperating just enough with the U.S. that the administration is willing to go easy on them for now. It probably also doesn’t hurt that, despite railing frequently against Washington, Ortega and Murillo don’t openly antagonize Trump himself. They may have learned a lesson from watching how hard Trump has come down on Colombia’s president for taunting him. Another reason Nicaragua isn’t getting much Trump attention? It is not a domestic political flashpoint in the U.S. Not, for example, the way Cuba has been for decades. The Cuban American community can move far more votes than the Nicaraguan American one. Plus, none of the aides closest to Trump are known to be too obsessed with Nicaragua. Secretary of State Marco Rubio has long denounced the Nicaraguan regime, but he’s of Cuban descent and more focused on that island’s fate. Cuba’s regime also is more dependent on Venezuela than Nicaragua’s, making it an easier target. Ortega and Murillo aren’t sucking up to Trump and striking deals with him like another area strongman, El Salvador’s Nayib Bukele. But, especially since the U.S. capture of Maduro, the pair seem bent on proving their anti-imperialist credentials without angering Trump. The results can be head-scratching. For example, in recent days, the regime is reported to have detained around 60 people for celebrating Maduro’s capture. But around the same time, the regime also reportedly freed “tens” of prisoners, at least some of whom were critics of Ortega and Murillo. Those people were released after the U.S. embassy in the country called on Nicaragua to follow in Venezuela’s recent footsteps and release political prisoners. However, the regime is reported to have described the releases as a way to commemorate 19 years of its rule. Alex Gray, a former senior National Security Council official in the first Trump administration, argued that one reason the president and his current team should care more about Nicaragua is its ties to U.S. adversaries such as Russia and China — ties that could grow if the U.S. ignores the Latin American country. Russia in particular has a strong security relationship with the regime in Managua. China has significantly expanded its ties in recent years, though more in the economic space. Iran also has warm relations with Managua. Nicaragua is the “poster child” for what Trump’s own National Security Strategy called the Trump Corollary to the Monroe Doctrine, which warns the U.S. will deny its adversaries the ability to meddle in the Western Hemisphere, Gray said. The White House official said the administration is “very closely” monitoring Nicaragua’s cooperation with U.S. rivals. But even that may not be enough for Trump to prioritize Nicaragua. Regardless of what his National Security Strategy says, Trump has a mixed record of standing up to Russia and China, and Nicaragua’s cooperation with them may not be as worrisome as that of a more strategically important country. With Trump, who himself often acts authoritarian, many things must fall in place at the right moment for him to care or act, and Nicaraguan opposition activists haven’t solved that Rubik’s Cube. Many are operating in exile. (In 2023, Ortega and Murillo put 222 imprisoned opposition activists on a plane to the U.S., then stripped them of their Nicaraguan citizenship. Many are now effectively stateless but vulnerable to Trump’s immigration crackdown.) It’s not lost on these activists that Trump has left much of Maduro’s regime in place in Venezuela. It suggests Trump values stability over democracy, human rights or justice. Some hope Ortega and Murillo will be weakened by the fall of their friend, Maduro. The two surely noticed how little Russia, China and others did to help the former leader. Maybe Nicaragua’s co-dictators will ease up on internal repression as one reaction. “When you get this kind of pressure, there are things that get in motion,” said Juan Sebastian Chamorro, a Nicaraguan politician forced out of the country. “They are feeling the heat.”
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Trump threatens 25 percent tariff on ‘any country’ that trades with Iran
President Donald Trump threatened Monday to impose a 25 percent tariff on “any country” doing business with Iran, potentially affecting U.S. trade with China, India, the United Arab Emirates, the European Union and others. “Effective immediately, any Country doing business with the Islamic Republic of Iran will pay a Tariff of 25% on any and all business being done with the United States of America,” Trump wrote in a post on Truth Social. “This Order is final and conclusive. Thank you for your attention to this matter!” However, Trump does not appear to have issued an executive order to back up his statement as of late Monday afternoon. A White House spokesperson also did not immediately respond to questions about Trump’s social media post. The threat follows reports from human rights groups that hundreds of people have been killed in a brutal crackdown on protests against the Iranian regime that intensified over the weekend. Trump has previously warned that the U.S. could intervene if Iran’s government uses violence against the protesters. “For President Trump this seems like a pretty mild response to a very significant situation in Iran and so this will probably disappoint many in the Iranian American community,” said Michael Singh, former senior director for Middle East affairs at the National Security Council under President George W. Bush, now the managing director at the Washington Institute for Near East Policy. “The problem is that we have sanctions in place against Iran that are quite tough, but they’re not being enforced — I mean Iran is selling lots of oil, and so I think the question will be what’s new here and is it going to be enforced, unlike the other sanctions that are already in place.” The U.S. has little direct trade with Iran because of its steep sanctions on the country, imposed in recent decades to punish Tehran for its nuclear program. Last year, it imported just $6.2 million worth of goods from the country and exported slightly more than $90 million worth of goods to Iran in return, according to Commerce Department statistics. However, the United States does substantial trade with countries that do business with Iran, including China, India, the United Arab Emirates and the EU. Earlier this year, Trump threatened to impose tariffs on any country that buys Russian oil but so far has only taken that action against India, sparing China in the process. He also threatened in March to impose a 25 percent tariff on any country that buys oil or gas from Venezuela, but doesn’t appear to have followed through on that threat. Phelim Kine contributed to this report.
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Inside an exiled prince’s plan for regime change in Iran
LONDON — Reza Pahlavi was in the United States as a student in 1979 when his father, the last shah of Iran, was toppled in a revolution. He has not set foot inside Iran since, though his monarchist supporters have never stopped believing that one day their “crown prince” will return.  As anti-regime demonstrations fill the streets of more than 100 towns and cities across the country of 90 million people, despite an internet blackout and an increasingly brutal crackdown, that day may just be nearing.   Pahlavi’s name is on the lips of many protesters, who chant that they want the “shah” back. Even his critics — and there are plenty who oppose a return of the monarchy — now concede that Pahlavi may prove to be the only figure with the profile required to oversee a transition.  The global implications of the end of the Islamic Republic and its replacement with a pro-Western democratic government would be profound, touching everything from the Gaza crisis to the wars in Ukraine and Yemen, to the oil market.  Over the course of three interviews in the past 12 months in London, Paris and online, Pahlavi told POLITICO how Iran’s Supreme Leader Ayatollah Ali Khamenei could be overthrown. He set out the steps needed to end half a century of religious dictatorship and outlined his own proposal to lead a transition to secular democracy. Nothing is guaranteed, and even Pahlavi’s team cannot be sure that this current wave of protests will take down the regime, never mind bring him to power. But if it does, the following is an account of Pahlavi’s roadmap for revolution and his blueprint for a democratic future.  POPULAR UPRISING  Pahlavi argues that change needs to be driven from inside Iran, and in his interview with POLITICO last February he made it clear he wanted foreign powers to focus on supporting Iranians to move against their rulers rather than intervening militarily from the outside.  “People are already on the streets with no help. The economic situation is to a point where our currency devaluation, salaries can’t be paid, people can’t even afford a kilo of potatoes, never mind meat,” he said. “We need more and more sustained protests.” Over the past two weeks, the spiraling cost of living and economic mismanagement have indeed helped fuel the protest wave. The biggest rallies in years have filled the streets, despite attempts by the authorities to intimidate opponents through violence and by cutting off communications. Pahlavi has sought to encourage foreign financial support for workers who will disrupt the state by going on strike. He also called for more Starlink internet terminals to be shipped into Iran, in defiance of a ban, to make it harder for the regime to stop dissidents from communicating and coordinating their opposition. Amid the latest internet shutdowns, Starlink has provided the opposition movements with a vital lifeline. As the protests gathered pace last week, Pahlavi stepped up his own stream of social media posts and videos, which gain many millions of views, encouraging people onto the streets. He started by calling for demonstrations to begin at 8 p.m. local time, then urged protesters to start earlier and occupy city centers for longer. His supporters say these appeals are helping steer the protest movement. Reza Pahlavi argues that change needs to be driven from inside Iran. | Salvatore Di Nolfi/EPA The security forces have brutally crushed many of these gatherings. The Norway-based Iranian Human Rights group puts the number of dead at 648, while estimating that more than 10,000 people have been arrested. It’s almost impossible to know how widely Pahlavi’s message is permeating nationwide, but footage inside Iran suggests the exiled prince’s words are gaining some traction with demonstrators, with increasing images of the pre-revolutionary Lion and Sun flag appearing at protests, and crowds chanting “javid shah” — the eternal shah. DEFECTORS Understandably, given his family history, Pahlavi has made a study of revolutions and draws on the collapse of the Soviet Union to understand how the Islamic Republic can be overthrown. In Romania and Czechoslovakia, he said, what was required to end Communism was ultimately “maximum defections” among people inside the ruling elites, military and security services who did not want to “go down with the sinking ship.”  “I don’t think there will ever be a successful civil disobedience movement without the tacit collaboration or non-intervention of the military,” he said during an interview last February.  There are multiple layers to Iran’s machinery of repression, including the hated Basij militia, but the most powerful and feared part of its security apparatus is the Islamic Revolutionary Guard Corps. Pahlavi argued that top IRGC commanders who are “lining their pockets” — and would remain loyal to Khamenei — did not represent the bulk of the organization’s operatives, many of whom “can’t pay rent and have to take a second job at the end of their shift.”  “They’re ultimately at some point contemplating their children are in the streets protesting … and resisting the regime. And it’s their children they’re called on to shoot. How long is that tenable?” Pahlavi’s offer to those defecting is that they will be granted an amnesty once the regime has fallen. He argues that most of the people currently working in the government and military will need to remain in their roles to provide stability once Khamenei has been thrown out, in order to avoid hollowing out the administration and creating a vacuum — as happened after the 2003 U.S.-led invasion of Iraq.  Only the hardline officials at the top of the regime in Tehran should expect to face punishment.  In June, Pahlavi announced he and his team were setting up a secure portal for defectors to register their support for overthrowing the regime, offering an amnesty to those who sign up and help support a popular uprising. By July, he told POLITICO, 50,000 apparent regime defectors had used the system.  His team are now wary of making claims regarding the total number of defectors, beyond saying “tens of thousands” have registered. These have to be verified, and any regime trolls or spies rooted out. But Pahlavi’s allies say a large number of new defectors made contact via the portal as the protests gathered pace in recent days.  REGIME CHANGE In his conversations with POLITICO last year, Pahlavi insisted he didn’t want the United States or Israel to get involved directly and drive out the supreme leader and his lieutenants. He always said the regime would be destroyed by a combination of fracturing from within and pressure from popular unrest.  He’s also been critical of the reluctance of European governments to challenge the regime and of their preference to continue diplomatic efforts, which he has described as appeasement. European powers, especially France, Germany and the U.K., have historically had a significant role in managing the West’s relations with Iran, notably in designing the 2015 nuclear deal that sought to limit Tehran’s uranium enrichment program.  But Pahlavi’s allies want more support and vocal condemnation from Europe. U.S. President Donald Trump pulled out of the nuclear deal in his first term and wasted little time on diplomacy in his second. He ordered American military strikes on Iran’s nuclear facilities last year, as part of Israel’s 12-day war, action that many analysts and Pahlavi’s team agree leaves the clerical elite and its vast security apparatus weaker than ever.  U.S. President Donald Trump pulled out of the nuclear deal in his first term and wasted little time on diplomacy in his second. | Pool photo by Bonnie Cash via EPA Pahlavi remains in close contact with members of the Trump administration, as well as other governments including in Germany, France and the U.K. He has met U.S. Secretary of State Marco Rubio several times and said he regards him as “the most astute and understanding” holder of that office when it comes to Iran since the 1979 revolution.  In recent days Trump has escalated his threats to intervene, including potentially through more military action if Iran’s rulers continue their crackdown and kill large numbers of protesters.  On the weekend Pahlavi urged Trump to follow through. “Mr President,” he posted on X Sunday. “Your words of solidarity have given Iranians the strength to fight for freedom,” he said. “Help them liberate themselves and Make Iran Great Again!” THE CARETAKER KING  In June Pahlavi announced he was ready to replace Khamenei’s administration to lead the transition from authoritarianism to democracy.   “Once the regime collapses, we have to have a transitional government as quickly as possible,” he told POLITICO last year. He proposed that a constitutional conference should be held among Iranian representatives to devise a new settlement, to be ratified by the people in a referendum.  The day after that referendum is held, he told POLITICO in February, “that’s the end of my mission in life.”  Asked if he wanted to see a monarchy restored, he said in June: “Democratic options should be on the table. I’m not going to be the one to decide that. My role however is to make sure that no voice is left behind. That all opinions should have the chance to argue their case — it doesn’t matter if they are republicans or monarchists, it doesn’t matter if they’re on the left of center or the right.”  One option he hasn’t apparently excluded might be to restore a permanent monarchy, with a democratically elected government serving in his name.  Pahlavi says he has three clear principles for establishing a new democracy: protecting Iran’s territorial integrity; a secular democratic system that separates religion from the government; and “every principle of human rights incorporated into our laws.” He confirmed to POLITICO that this would include equality and protection against discrimination for all citizens, regardless of their sexual or religious orientation.  COME-BACK CAPITALISM  Over the past year, Pahlavi has been touring Western capitals meeting politicians as well as senior business figures and investors from the world of banking and finance. Iran is a major OPEC oil producer and has the second biggest reserves of natural gas in the world, “which could supply Europe for a long time to come,” he said.  “Iran is the most untapped reserve for foreign investment,” Pahlavi said in February. “If Silicon Valley was to commit for a $100 billion investment, you could imagine what sort of impact that could have. The sky is the limit.”  What he wants to bring about, he says, is a “democratic culture” — even more than any specific laws that stipulate forms of democratic government. He pointed to Iran’s past under the Pahlavi monarchy, saying his grandfather remains a respected figure as a modernizer.  “If it becomes an issue of the family, my grandfather today is the most revered political figure in the architect of modern Iran,” he said in February. “Every chant of the streets of ‘god bless his soul.’ These are the actual slogans people chant on the street as they enter or exit a soccer stadium. Why? Because the intent was patriotic, helping Iran come out of the dark ages. There was no aspect of secular modern institutions from a postal system to a modern army to education which was in the hands of the clerics.”   Pahlavi’s father, the shah, brought in an era of industrialization and economic improvement alongside greater freedom for women, he said. “This is where the Gen Z of Iran is,” he said. “Regardless of whether I play a direct role or not, Iranians are coming out of the tunnel.”  Conversely, many Iranians still associate his father’s regime with out-of-touch elites and the notorious Savak secret police, whose brutality helped fuel the 1979 revolution. NOT SO FAST  Nobody can be sure what happens next in Iran. It may still come down to Trump and perhaps Israel.  Anti-regime demonstrations fill the streets of more than 100 towns and cities across the country of 90 million people. | Neil Hall/EPA Plenty of experts don’t believe the regime is finished, though it is clearly weakened. Even if the protests do result in change, many say it seems more likely that the regime will use a mixture of fear tactics and adaptation to protect itself rather than collapse or be toppled completely.  While reports suggest young people have led the protests and appear to have grown in confidence, recent days have seen a more ferocious regime response, with accounts of hospitals being overwhelmed with shooting victims. The demonstrations could still be snuffed out by a regime with a capacity for violence.  The Iranian opposition remains hugely fragmented, with many leading activists in prison. The substantial diaspora has struggled to find a unity of voice, though Pahlavi tried last year to bring more people on board with his own movement.  Sanam Vakil, an Iran specialist at the Chatham House think tank in London, said Iran should do better than reviving a “failed” monarchy. She added she was unsure how wide Pahlavi’s support really was inside the country. Independent, reliable polling is hard to find and memories of the darker side of the shah’s era run deep. But the exiled prince’s advantage now may be that there is no better option to oversee the collapse of the clerics and map out what comes next. “Pahlavi has name recognition and there is no other clear individual to turn to,” Vakil said. “People are willing to listen to his comments calling on them to go out in the streets.”
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NATO boss on Trump’s Greenland threats: Chill out, this is fine
BRUSSELS — Nothing to see here. That was the message from NATO chief Mark Rutte on Monday, just days after U.S. President Donald Trump doubled down on his threats to take Greenland by force — a move that Denmark cautioned would spell the end of the transatlantic military alliance. NATO is “not at all” in crisis, Rutte told reporters during a visit to Zagreb, brushing off the standoff and saying: “I think we are really working in the right direction.” Trump on Friday warned the U.S. “may” have to choose between seizing Greenland and keeping NATO intact, marking the latest escalation of his long-running campaign to grab the giant Arctic island. Controlling Greenland is “what I feel is psychologically needed,” he added. The U.S. president’s bellicose rhetoric has put the alliance on the brink of an existential crisis, with the prospect of a military attack against an alliance member jolting NATO into largely uncharted waters.  EU defense chief Andrius Kubilius on Monday echoed those concerns. Any military takeover would be “the end of NATO,” he said, and have a “very deep negative impact … on our transatlantic relations.” Alongside its oil and critical mineral deposits, Trump has previously cited swarms of Russian and Chinese vessels near Greenland as driving the U.S.’s need to control the island.  Experts and intelligence reports largely dismiss those claims. But Rutte said there was “a risk that Russians and the Chinese will be more active” regionally.  “All allies agree on the importance of the Arctic and Arctic security,” he said, “and currently we are discussing … how to make sure that we give practical follow-up on those discussions.” On Wednesday, NATO countries asked the alliance to look into options for securing the Arctic, including shifting more military assets to the region and holding more military exercises in Greenland’s vicinity. The U.K. and Germany are reportedly in talks to send troops to the self-ruling Danish territory in an attempt to assuage Washington’s concerns. Greenland’s Prime Minister Jens-Frederik Nielsen on Monday also said the territory “increase its efforts to ensure that the defense of Greenland takes place under the auspices of NATO.” Croatian Prime Minister Andrej Plenković, speaking alongside Rutte, said that “allies have to respect each other, including the U.S. as the largest NATO member.” But Rutte also heaped praise on the U.S. president, underscoring the near-impossible tightrope he continues to tread as he attempts to speak for all 32 members of the alliance. “Donald Trump is doing the right things for NATO by encouraging us all to spend more to equalize this,” he said, referencing the alliance’s defense spending target of 5 percent of GDP, agreed last year after intense pressure from Trump. “As [NATO] secretary-general, it is my role to make sure that the whole of the alliance is as secure and safe as possible,” he said. NATO has previously survived the 1974 Turkish invasion of Greek-allied Cyprus, a series of naval confrontations between the U.K. and Iceland over cod and several territorial disputes in the Aegean Sea between Greece and Turkey climaxing in 1987. But an outright attack by its biggest and most well-armed member against another would be unprecedented.  “No provision [in the alliance’s 1949 founding treaty] envisions an attack on one NATO ally by another one,” said one NATO diplomat, who was granted anonymity to speak freely. It would mean “the end of the alliance,” they added.
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‘Uninvestable’: Trump pitch to oil execs yields no promises
President Donald Trump’s promise to revive the Venezuelan oil industry drew praise from U.S. energy executives on Friday — but no firm commitments to invest the vast sums of money needed to bring the country’s oil output back from the doldrums. The lack of firm pledges from the heads of the companies such as Exxon Mobil, Chevron and ConocoPhillips that Trump summoned to the White House raised doubts about the president’s claim that U.S. oil producers were ready to spend $100 billion or more to rebuild Venezuela’s crude oil infrastructure. The country boasts the world’s largest oil reserves, but its production has cratered since the regime pushed most of those companies out decades ago. Exxon CEO Darren Woods offered the starkest assessment, telling Trump in the live-streamed meeting in the East Room that Venezuela is “uninvestable” under current conditions. He said major changes were needed before his company would return to the country, and that big questions remain about what return Exxon could expect from any investments. “If we look at the legal and commercial constructs and frameworks in place today in Venezuela today, it’s uninvestable,” Woods told Trump. “Significant changes have to be made to those commercial frameworks, the legal system. There has to be durable investment protections, and there has to be a change to the hydrocarbon laws in the country.” Still, Woods said he was confident the U.S. can help make those changes, and said he expected Exxon could put a technical team on the ground in Venezuela soon to assess the state of its oil infrastructure. Harold Hamm, a fracking executive and major Trump ally, expressed more enthusiasm but still fell short of making any commitments. “It excites me as an explorationist,” Hamm, whose experience has centered on oil production inside the U.S., said of the opportunity to invest in Venezuela. “It is a very exciting country and a lot of reserves — it’s got its challenges and the industry knows how to handle that.” Still, Energy Secretary Chris Wright pointed reporters after the meeting to a statement from Chevron — the only major U.S. oil company still operating in Venezuela — that it was ready to raise its output as a concrete sign the industry was willing to put more money into the country. Chevron currently produces about 240,000 barrels a day there with its partner, the Venezuelan state-run oil company Petróleos de Venezuela SA. Mark Nelson, Chevron’s vice chairman, told the gathering the company sees “a path forward” to increase production from its existing operations by 50 percent over the next 18 to 24 months. He did not commit to a dollar figure, however. Wright indicated that the $100 billion figure cited by Trump on Thursday was an estimate for the cost of reconstructing Venezuela’s dilapidated oil sector — rather than a firm spending commitment made by producing companies. “If you look at what’s a positive trajectory for Venezuela’s oil industry in the next decade, that’s probably going to take about $100 billion investment,” said Wright, who later told Bloomberg Television he is likely to travel to Venezuela “before too long.” Most of the nearly two dozen companies in attendance at Friday’s meeting expressed tepid support for the administration’s plan, though others indicated they were eager to jump back quickly. Wael Sawan, the CEO of the European energy giant Shell, said the company had been pushed out in Venezuela’s nationalization program in the 1970s, giving up 1 million barrels per day of oil production. Now it was seeking U.S. permits to go back, he said. “We are ready to go and looking forward to the investment in support of the Venezuelan people,” he said. Jeffery Hildebrand, CEO of independent oil and gas producer Hilcorp Energy and a major Trump donor, said his company was “fully committed and ready to go to rebuild the infrastructure in Venezuela.” Trump said during the meeting that companies that invest in Venezuela would be assured “total safety, total security,” without the U.S. government spending taxpayer dollars or putting boots on the ground. He indicated that Venezuela would provide security for the U.S. companies, and that the companies would bring their own protection as well. “These are tough people. They go into areas that you wouldn’t want to go. They go into areas that if they invited me, I’d say, ‘No, thanks. I’ll see you back in Palm Beach,’” Trump said of the oil companies. Before the executives spoke, Trump insisted that oil executives are lining up to take the administration up on the opportunity. “If you don’t want to go in, just let me know,” he said. “There are 25 people not here today willing to take your place.” Following the public meeting, the companies stayed for further discussions with administration officials behind closed doors. The president also dismissed speculation that the administration may offer financial guarantees to back up what he acknowledged would be a risky investment. “I hope I don’t have to give a backstop,” he said. “These are the biggest companies in the world sitting around this table — they know the risks.” Trump also laughed off the billions that Exxon Mobil and ConocoPhillips are owed for the assets seized by the Venezuelan regime decades ago. “Nice write-off,” he quipped. “You’ll get a lot of your money back,” Trump told ConocoPhillips CEO Ryan Lance. “We’re going to start with an even plate, though — we’re not going to look at what people lost in the past because that was their fault.” ConocoPhillips spokesperson Dennis Nuss said in a statement that Lance “appreciates today’s valuable opportunity to engage with President Trump in a discussion about preparing Venezuela to be investment ready.” The White House at the last minute shifted the meeting from a closed-door session in the Cabinet Room to a live-televised spectacle in the East Room. “Everybody wants to be there,” the president wrote of the oil executives on social media just ahead of the meeting. POLITICO reported on Thursday that the White House had scrambled to invite additional companies to the meeting because of skepticism from the top oil majors about reentering the country. Treasury Secretary Scott Bessent acknowledged in an appearance Thursday that “big oil companies who move slowly … are not interested,” but said the administration’s “phones are ringing off the hook” with calls from smaller players. Bethany Williams, a spokesperson for the American Petroleum Institute, called Friday’s meeting “a constructive, initial conversation that highlighted both the energy potential and the challenges presented in Venezuela, including the importance of rule of law, security, and stable governance.” Venezuela — even with strongman Nicolás Maduro in custody in New York — remains under the rule of the same socialist government that appropriated the rigs, pipelines and property of foreign oil companies two decades ago. Questions remain about who would guarantee the companies’ workers’ safety, particularly since Trump has publicly ruled out sending in troops. Kevin Book, a managing director at the energy research firm ClearView Energy Partners, noted that few CEOs in the meeting outright rejected the notion of returning to or investing in Venezuela, instead couching any sort of presence on several conditions. Some of those might be nearer term, such as security guarantees. Others, like reestablishing legal stability in Venezuela, appear more distant. “They need to understand the risk and they need to understand the return,” Book said. “What it sounded like most of the companies were saying … is that they want to understand the risk and the return and then they’ll look at the investment.” Evanan Romero, a Houston-based oil consultant involved in the Trump administration’s effort to bring U.S. oil producers back to Venezuela, said international oil companies will not return to the country under the same laws and government that expropriated their assets decades earlier. “The main contribution that [interim president] Delcy [Rodríguez] and her government can do is make a bonfire of those laws and put it on fire in the Venezuelan Bolivar Square,” Romero said. “With those, we cannot do any reconstruction of the oil industry.” Zack Colman and Irie Sentner contributed to this report.
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Europe steps up diplomatic efforts in bid to avert Trump Greenland crisis
BRUSSELS — European governments have launched a two-pronged diplomatic offensive to convince Donald Trump to back away from his claims on Greenland: by lobbying in Washington and pressing NATO to allay the U.S. president’s security concerns. The latest moves mark an abrupt change in Europe’s response to Trump’s threats, which are fast escalating into a crisis and have sent officials in Brussels, Berlin and Paris scrambling to sketch out an urgent way forward. Until now they have attempted to play down the seriousness of Trump’s ideas, fearing it would only add credence to what they hoped was mere rhetoric, but officials involved in the discussions say that has now changed. As if to underscore the shift, French President Emmanuel Macron became the most powerful European leader so far to starkly set out the challenges facing the continent. “The United States is an established power that is gradually turning away from some of its allies and breaking free from the international rules that it used to promote,” Macron said in his annual foreign policy address in Paris on Thursday. Trump ratcheted up his rhetoric this week, telling reporters on Sunday night “we need Greenland from the standpoint of national security.” The president has repeatedly refused to rule out military intervention, something Denmark has said would spell the end of NATO ― an alliance of 32 countries, including the U.S., which has its largest military force. Greenland is not in the EU but is a semi-autonomous territory in the Kingdom of Denmark, which is an EU member. Most of the diplomacy remains behind closed doors. The Danish ambassador to the U.S., Jesper Møller Sørensen, and the Greenlandic representative in Washington, Jacob Isbosethsen, held intensive talks with lawmakers on Capitol Hill. The two envoys are attempting to persuade as many of them as possible that Greenland does not want to be bought by the U.S. and that Denmark has no interest in such a deal, an EU diplomat told POLITICO. In an unusual show of dissent, some Trump allies this week publicly objected to the president’s proposal to take Greenland by military force. Danish officials are expected to provide a formal briefing and update on the situation at a meeting of EU ambassadors on Friday, two EU diplomats said. RUSSIAN, CHINESE INFLUENCE At a closed-door meeting in Brussels on Thursday, NATO ambassadors agreed the organization should reinforce the Arctic region, according to three NATO diplomats, all of whom were granted anonymity to talk about the sensitive discussions. Trump claimed the Danish territory is exposed to Russian and Chinese influence, and cited an alleged swarm of threatening ships near Greenland as a reason behind Washington’s latest campaign to control the territory. Experts largely dispute those claims, with Moscow and Beijing mostly focusing their defense efforts — including joint patrols and military investment — in the eastern Arctic. But U.S. Vice President JD Vance told reporters Thursday that Trump wants Europe to take Greenland’s security “more seriously,” or else “the United States is going to have to do something about it.” Europeans see finding a compromise with Trump as the first and preferred option. A boosted NATO presence on the Arctic island might convince the U.S. president that there is no need to own Greenland for security reasons. The Danish ambassador to the US and the Greenlandic representative in Washington held intensive talks with lawmakers on Capitol Hill. | Kevin Carter/Getty Images The NATO envoys meeting Thursday floated leveraging intelligence capabilities to better monitor the territory, stepping up defense spending to the Arctic, shifting more military equipment to the region, and holding more military exercises in the vicinity.  The request for proposals just days after the White House’s latest broadside reflects how seriously Europe is taking the ultimatum and the existential risk any incursion into Greenland would have on the alliance and transatlantic ties. NATO’s civil servants are now expected to come up with options for envoys, the alliance diplomats said. Thursday’s meeting of 32 envoys veered away from direct confrontation, the three NATO diplomats said, with one calling the mood in the room “productive” and “constructive.” Denmark’s ambassador, who spoke first, said the dispute was a bilateral issue and instead focused on the recent successes of NATO’s Arctic strategy and the need for more work in the region, the diplomats said — a statement that received widespread support. The Greenland issue was also raised at a closed-door meeting of EU defense and foreign policy ambassadors on Thursday even though it wasn’t on the formal agenda, the two EU diplomats said. The bloc’s capitals expressed solidarity with Denmark, they added. Jacopo Barigazzi contributed reporting.
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NATO weighs boosting Arctic security as Trump escalates Greenland claims
BRUSSELS — NATO countries asked the alliance to beef up its presence in the Arctic after the U.S. ramped up threats to seize Greenland, three NATO diplomats told POLITICO. At a closed-door meeting in Brussels on Thursday, the alliance’s ambassadors agreed the organization should reinforce its Arctic flank, according to the diplomats, all of whom were granted anonymity to talk about the sensitive discussions. U.S. President Donald Trump has claimed the Danish territory is exposed to Russian and Chinese influence. Envoys floated leveraging intelligence capabilities to better monitor the territory, stepping up defense spending to the Arctic, shifting more military equipment to the region, and holding more military exercises in the vicinity.  The flurry of ideas underscores a growing European concern around U.S. intentions on Greenland. This week, the White House ratcheted up its claims on Greenland, and repeatedly refused to rule out a military takeover.  Europe is scrambling to placate the latest Trump threats and avoid a military intervention that Denmark has said would mean the end of the alliance. A compromise with the U.S. president is seen as the first and preferred option. The request for proposals just days after the White House’s latest broadside reflects how seriously Europe is taking the ultimatum and the existential risk any incursion onto Greenland would be on the alliance and transatlantic ties. NATO’s civil servants are now expected to come up with options for envoys, the alliance diplomats said. Alongside its wealth of raw material and oil deposits, Trump has cited an alleged swarm of threatening Russian and Chinese ships near Greenland as a reason behind Washington’s latest campaign to control the territory.  Experts largely dispute those claims, with Moscow and Beijing mostly focusing their defense efforts — including joint patrols and military investment — in the eastern Arctic. Thursday’s meeting of 32 envoys veered away from direct confrontation, the three NATO diplomats said, with one calling the mood in the room “productive” and “constructive.” Denmark’s ambassador, who spoke first, said the dispute was a bilateral issue and instead focused on recent successes of NATO’s Arctic strategy and the need for more work in the region, the diplomats said — a statement that received widespread support. The Greenland issue was also raised at a closed-door meeting of EU defense and foreign policy ambassadors on Thursday, despite it not being on the formal agenda, two EU diplomats said. The bloc’s capitals then expressed their solidarity for Denmark, they added. Denmark is expected to provide a formal briefing and update at a meeting of EU envoys on Friday, the same diplomats said. Zoya Sheftalovich contributed to this report.
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