Analysis: Europe — 24 September 2026

Merz’s CDU Collapse in Eastern Germany

German Chancellor Friedrich Merz’s Christian Democratic Union (CDU) suffered a historic defeat in Mecklenburg-Western Pomerania state elections, securing just 4.9% of the vote and falling below the 5% threshold for any seats—the first such postwar result. The Alternative for Germany (AfD) took first place with 38%. In simultaneous Berlin elections, the CDU dropped to second as the Left Party won the capital for the first time outside the old CDU-SPD duopoly since reunification. Merz called the outcome a “disaster” but vowed to remain chancellor amid open talk of a mid-term leadership swap.

Background: Merz won the 2025 federal election presenting as a conservative alternative, then formed a grand coalition with the SPD. He reversed course on the debt brake (agreeing €500bn extra borrowing), failed to reverse nuclear phase-out (requiring AfD votes he refused), and saw migration crackdowns blocked in courts. Approval ratings collapsed; he became the most unpopular postwar chancellor within 100 days. AfD support roughly doubled in these eastern states since 2021. Earlier Saxony-Anhalt results saw AfD near an absolute majority. Mainstream parties continue cordon sanitaire exclusion of AfD while forming fragile coalitions.

Key tensions include the gap between voter mobilisation (including former non-voters for AfD) and elite responses framing the surge as “fascination with authoritarianism,” with senior figures floating bans. Germany’s structural issues—energy costs, deindustrialisation, migration—predate Merz and stem from the Merkel and Scholz eras, yet centrist parties offer little differentiation. Whether a chancellor change without policy shifts can reverse the trend remains open; exclusion of the largest party in some states raises questions about democratic responsiveness versus cartel politics.

Sources: Spiked, Politico Europe.

US-Denmark-Greenland Security Deal Signed

On 22 September at the UN General Assembly, US President Donald Trump, Danish PM Mette Frederiksen and Greenland PM Jens-Frederik Nielsen signed an updated Arctic security agreement. It expands US military access, allows two new bases (Narsarsuaq and Mestersvig), grants broad overflight and undersea rights, bars non-NATO military presence or sensitive investments without unanimous US-Denmark-Greenland approval, and has no expiry. Trump described it as giving the US “permanent control over security”; Denmark stressed it preserves sovereignty and territorial integrity while placing Arctic security under a NATO framework. It amends the 1951 defence agreement and anticipates possible Greenland independence by transferring rights accordingly.

Background: The deal ends months of tension after Trump’s threats to acquire or annex the mineral-rich island for strategic reasons (missile defence, Arctic routes, countering Russia/China). The US already operates Pituffik Space Base. European and Danish officials framed the outcome as defusing a crisis that strained NATO without ceding territory. Parliamentary ratification in Denmark and Greenland is still required.

Key tensions centre on interpretation: Trump claims a decisive win on exclusion of adversaries and investment screening; critics see a modest update of existing rights that Denmark always offered. Enhanced Greenland status as a party and independence clauses introduce future variables. Economic upsides (investment, jobs reducing Danish dependence) compete with risks of local political friction or environmental impact from a larger US footprint. Whether the deal fully stabilises US-European Arctic relations or leaves residual sovereignty ambiguities open depends on implementation and ratification.

Sources: Spiked, Politico Europe.

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