The Weekly Worldview

Europe Is Already Moving Toward National Sovereignty

December 15, 2025
Alexander van Wijnen
Investment Strategist

The uproar in Europe over the United States’ new national security strategy, which pledges support for European parties resisting the EU’s supranational power, misses a simple fact: these parties, such as Germany’s AfD and France’s National Rally, are already at the height of their influence, shaping the EU’s agenda from within. Just last month, a united front of right-wing parties in the European Parliament, from "extreme" to moderate, voted to weaken environmental regulations, exempting 80% of companies from the EU’s corporate sustainability reporting rules. More recently, the EU agreed to allow member states to establish asylum processing centers in non-EU countries. In short, even without US meddling, Europe is already drifting away from supranational rulemaking by the EU and toward greater national sovereignty.

The AfD in Germany, the National Rally in France and Reform UK are all at the peak of their popularity

Source: Politico (Poll of Polls)

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