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    Trump is abandoning democracy and freedom. That creates an opening for Europe – and Britain | Jonathan Freedland

    Thanks to Donald Trump, a vacancy is opening up in the international jobs market. For decades, if not centuries, and always imperfectly, the US offered itself to the world as the guarantor of democracy and the land of the free. Now that it’s pivoting away from that job description, there’s an opportunity for someone else to step in.The evidence that the US is moving, even galloping, away from basic notions of democracy and freedom is piling up. Just because the changes have happened so fast doesn’t make them any less fundamental. We now have a US administration that blithely ignores court rulings, whose officials say out loud “I don’t care what the judges think”. In a matter of weeks, it has become an open question whether the US remains a society governed by the rule of law.In the name of defeating “woke” and diversity, equity and inclusion, or DEI, even historic efforts to advance civil rights are disdained or banished into the memory hole: this week it emerged that an army webpage celebrating Harry Truman’s 1948 order to integrate the military had disappeared, along with several others honouring distinguished Black soldiers. When asked about it, the press secretary at the Pentagon said: “DEI is dead at the defense department.” As for the Department of Education, this week Trump moved to abolish it altogether.But if the US is being upended by the Trump hurricane, so is everywhere else in its path, including those places that once looked to the US with admiration. We can all see the coercion of Ukraine into accepting a supposed peace that will require it to surrender its territory to Vladimir Putin and its minerals to Trump. Less visible is the way in which the scything of the US federal government by Trump and Elon Musk is aiding Putin’s assault on Ukraine’s most vulnerable people – its children.Among the US projects cut is a state department initiative to collect evidence of Russian war crimes, including the abduction of more than 20,000 Ukrainian children, many of them sent to Russia for forced adoption. Now there are fears that that information, which might have helped find the children and eventually reunite them with their parents, has been lost, destroyed by the Musk chainsaw. Captain America thought he was a superhero; turns out he’s the villain’s accomplice.Now it is those contemptuous of democracy who look to the US for inspiration. This week, Benjamin Netanyahu broke a ceasefire he had agreed with Hamas, resuming devastating airstrikes on Gaza, killing hundreds of Palestinians, in part because he doubtless presumed Trump would give him no grief. But he also sacked the independent-minded head of Israel’s domestic intelligence agency, the Shin Bet, the latest move in his ongoing attempt to remove every legal or constitutional constraint on his power. If that reminds you of someone, there’s good reason. “In America and in Israel, when a strong rightwing leader wins an election, the leftist Deep State weaponizes the justice system to thwart the people’s will,” Netanyahu tweeted on Wednesday. “They won’t win in either place! We stand strong together.” Trump’s authoritarian power grab is providing cover for others to do the same.This new role for the US, as a beacon of anti-democracy, is having some unintended consequences. Canada was on course to elect a Conservative government; now, by way of a backlash, the Liberals under Mark Carney look set to ride an anti-Trump wave to victory. However it operates, Trumpism is becoming a key determinant of politics the world over.Perhaps especially in Britain. For most of the last century, the US has been Britain’s foremost ally. Put more baldly, London has all but relied on Washington for its own defence. Britain’s military and intelligence systems are intricately integrated with those of the US; its nuclear capability is not operationally independent. These last two months, it has become obvious that that is no longer sustainable: Britain cannot rely on a US that behaves more like an enemy than a friend.That, in turn, creates a new political fact – we are in an age of rearmament – that will be the organising principle of Rachel Reeves’s spring statement next week. It will require either deep cuts or new taxes. Trump has scrambled Britain’s finances.By itself, that represents a monumental change. But it won’t end there. Almost everything we do will need to be rethought. Much of that is cause for alarm – how can Nato function when its mightiest member has become an adversary? – but it also creates opportunities for Britain, if we are only willing to seize them.Take, as just one example, Trump’s war on science. The US has long been the world leader in almost every field of research. But Trump and Musk are slashing or closing one research hub after another, whether at the National Institutes of Health or the Environmental Protection Agency, which could lay off thousands of talented scientists. The administration is threatening academic freedom, forcing US universities to bendto Trumpism or lose funding. This week, a French scientist travelling to the US for a conference was denied entry because, according to the French government, his “phone contained exchanges with colleagues and friends in which he expressed a personal opinion on the Trump administration’s research policy”. You read that right: the man was subjected to a random check at the airport, US officials went through his laptop and phone, found private messages speaking ill of the president and sent him back home.This is an opening for Britain, which should be promoting itself as a haven for free, unhindered scientific inquiry. The EU has already spotted the chance, and is devising a plan to lure US scholars. But the UK has the advantage of the English language; it should be first in line. Some see the opportunity, but sadly the UK government is not among them: petitioned to reduce upfront visa costs for overseas scientists, which is an average of 17 times higher than for comparable countries, ministers this week said no.But science is only one area where Britain could be taking up the slack. Trump is silencing the Voice of America and Radio Free Europe: the BBC should be given the relatively modest funds required to step in and do the job instead, thereby boosting British soft power at a stroke.The first step is understanding that the world has changed and that the old shibboleths no longer apply. It’s absurd that Britain, home to Europe’s biggest arms industry, is, thanks to Brexit, shut out of the new €150bn (£125bn) EU defence procurement fund, the latest example of how standing apart from its neighbours amounts to reckless folly in the Trump era.What the moment calls for is great boldness. It means Keir Starmer having the courage to tell the country that everything has changed and that we will have to change, too. Yes, that will involve painful sacrifices to pay for rearmament, and the breaking of political taboos, including listening to the majority of Britons who tell pollsters it’s time we rejoined the EU.It adds up to a vision of a Europe that includes Britain, stepping into the space the US is vacating, guaranteeing and promoting free speech and democratic accountability at the very moment the US is abandoning those ideals. Trump has blasted the door open. All we have to do is walk through it.

    On 30 April, join Jonathan Freedland, Kim Darroch, Devika Bhat and Leslie Vinjamuri as they discuss Trump’s presidency on his 100th day in office, live at Conway Hall London, and live streamed globally. You can book tickets here

    Jonathan Freedland is a Guardian columnist More

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    Russell T Davies: gay society in ‘greatest danger I’ve ever seen’ after Trump win

    Russell T Davies has said gay society is in the “greatest danger I have ever seen”, since the election of Donald Trump as US president in November.Speaking to the Guardian at the Gaydio Pride awards in Manchester on Friday, the Doctor Who screenwriter said the rise in hostility was not limited to the US but “is here [in the UK] now”.“As a gay man, I feel like a wave of anger, and violence, and resentment is heading towards us on a vast scale,” he said.“I’ve literally seen a difference in the way I’m spoken to as a gay man since that November election, and that’s a few months of weaponising hate speech, and the hate speech creeps into the real world.”“I’m not being alarmist,” he added. “I’m 61 years old. I know gay society very, very well, and I think we’re in the greatest danger I have ever seen.”Since his inauguration, Trump has ended policies giving LGBTQ+ Americans protection from discrimination. He has also restricted access to gender-affirming healthcare, said the US would only recognise two sexes, and barred transgender people from enlisting in the military.Davies also used his keynote speech at the awards ceremony, which rewards the efforts made to improve the lives of LGBTQ+ people in the UK, to criticise Trump, and the president’s ally Elon Musk.“I think times are darkening beyond all measure and beyond anything I have seen in my lifetime,” he told the audience, which included the singers Louise Redknapp and Katy B, and the Traitors contestants Leanne Quigley and Minah Shannon.Davies said he had turned 18 and left home in 1981, adding: “And that is exactly the year that rumours and whispers of a strange new virus came along, which came to haunt our community and to test us in so many ways.”“The joyous thing about this is that we fought back,” he said. The community “militarised, campaigned, marched and demanded the medicine”.He added: “We demanded the science. We demanded the access.”When he wrote the TV series Queer As Folk in the late 1990s, he said, it was part of a movement, with writers “fomenting ideas” and putting gay and lesbian characters on screen.Had he been asked to imagine then what life for LGBTQ+ people would be like in 2025, “I want to say it’s going to be all rainbows,” he said, “skipping down the street hand-in-hand, equality, equality, equality.”But the peril the gay community now faced, he said, was even greater than that in the 1980s.“The threat from America, it’s like something at The Lord of the Rings. It’s like an evil rising in the west, and it is evil,” Davies said.“We’ve had bad prime ministers and we’ve had bad presidents before. What we’ve never had is a billionaire tech baron openly hating his trans daughter,” he added.Musk, the de facto head of the “department of government efficiency”, bought the social networking site Twitter, which he renamed X. A study by the University of California, Berkeley found hate speech on the platform rose by 50% in the months after it was bought by the billionaire.“We have never had this in the history of the world,” Davies said. “It is terrifying because he and the people like him are in control of the facts, they’re in control of information, they’re in control of what people think, and that is what we’re now facing.”But Davies said the gay community would do “what we always do in times of peril, we gather at night”, and would once again come together, and fight against this latest wave of hostility and oppression.“What we will do in Elon Musk’s world, that we’re heading towards, is what artists have always done,” he told the Guardian, “which is to meet in cellars, and plot, and sing, and compose, and paint, and make speeches, and march.”“If we have to be those rebels in basements yet again,” he added, “which is when art thrives, then that’s what we’ll become.” More

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    Farage reportedly met Cummings for ‘friendly chat about the general scene’

    Nigel Farage has reportedly met Dominic Cummings, Boris Johnson’s adviser turned nemesis, after the Vote Leave founder suggested voters should back Reform UK at the local elections.Cummings, who was once a sworn enemy of Farage during the EU referendum as he battled to keep control of the leave campaign, is reported to have met the Reform leader to discuss Whitehall changes, which allies said was the strongest sign yet that Farage was taking seriously the idea of becoming prime minister.Cummings and Farage were at odds for years in the run-up to the referendum and during Cummings’s time at No 10, with Farage calling him a “horrible, nasty little man”. Cummings’s Vote Leave won the official campaign designation during the referendum.According to the Sunday Times, the pair met recently for a “friendly chat about the general scene” including subjects such as US politics, Donald Trump and Elon Musk, as well as “how No 10 and the Cabinet Office really work, about the catastrophe of the Tory party and about what Reform has to do to replace the Tories”. A Reform spokesperson did not respond to a request for comment.Cummings was said to be in advanced talks to launch his own new party – the Start-Up party – but in February he posted on X that he believed voters should now back Reform UK.Asked by one X user on Sunday who he would vote for at the next general election, Cummings wrote: “Dunno yet but obviously everyone should vote Reform this spring … No downsides, just upsides.”In a post on his Substack, Cummings claimed Britain needed a significant political realignment including a merger of the Conservatives with Reform. He wrote: “Shove out Kemi [Badenoch] ASAP, take over Tories, get Trump/Elon to facilitate a merger with Reform, tip in a third force of elite talent and mass energy so voters see an essentially new political force whose essence is a decisive break with 1992-2024 … break the coalition supporting [Keir] Starmer, take over No 10, do regime change.”Farage’s party is on course for a number of gains at the local elections in May, including potentially winning control of eight local councils, according to Electoral Calculus.skip past newsletter promotionafter newsletter promotionNevertheless, Reform has been in turmoil for the past fortnight due to a significant rift between Farage and Rupert Lowe, one of his former MPs who has been thrown out of the party in a battle over bullying allegations and referred to the police. Lowe had criticised Farage in a Daily Mail interview and since claimed he had been censored by the party on immigration issues. More

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    Ukraine ceasefire plans moving to operational phase, Starmer says

    Keir Starmer has called for the “guns to fall silent in Ukraine” and said military powers will meet next week as plans to secure a peace deal move to an “operational phase”.The UK prime minister said Vladimir Putin’s “yes, but” approach to a proposed ceasefire was not good enough, and the Russian president would have to negotiate “sooner or later”.He accused Putin of trying to delay peace, and said it must become a reality after more than three years of war.Starmer was speaking at a press conference in Downing Street after a virtual meeting of the “coalition of the willing”, including the European Commission, European nations, Nato, Canada, Ukraine, Australia and New Zealand on Saturday morning.The meeting was addressed by Starmer, the French president, Emmanuel Macron, the Ukrainian president, Volodymyr Zelenskyy, and the Nato secretary general, Mark Rutte.Starmer told journalists: “Sooner or later Putin will have to come to the table. So this is the moment. Let the guns fall silent, let the barbaric attacks on Ukraine once and for all stop, and agree to a ceasefire now.”He added: “Now is the time to engage in discussion on a mechanism to manage and monitor a full ceasefire, and agree to serious negotiations towards not just a pause, but a lasting peace, backed by strong security arrangements through our coalition of the willing.”He said the meeting had led to “new commitments”, including on the wider defence and security of Europe.“We won’t sit back and wait for Putin to act,” he said. “Instead we will keep pushing forward, so the group I convened today is more important than ever.”He added: “We agreed we will keep increasing the pressure on Russia, keep the military aid flowing to Ukraine, and keep tightening the restrictions on Russia’s economy to weaken Putin’s war machine and bring him to the table.“And we agreed to accelerate our practical work to support a potential deal. So we will now move into an operational phase.”skip past newsletter promotionafter newsletter promotionOf the military meeting on Thursday, he said it would lead to “strong and robust plans … to swing in behind a peace deal and guarantee Ukraine’s future security”.Starmer had earlier called Ukraine and Zelenskyy the “party of peace”.He said Donald Trump was “absolutely committed to the lasting peace that is needed in Ukraine, and everything he’s doing is geared towards that end”.He told journalists Europe needed to improve its own defence and security, and said the UK was talking to the US on a daily basis about the war.Kyiv has already accepted plans for an immediate 30-day ceasefire but, on Thursday, Putin set out sweeping conditions that he wanted to be met before Russia would agree. They include a guarantee that Ukraine would not rearm or mobilise during the truce.Starmer said: “Volodymyr had committed to a 30-day unconditional ceasefire, but Putin is trying to delay, saying there must be a painstaking study before a ceasefire can take place. Well the world needs action, not a study, not empty words and conditions.”On Saturday, Zelenskyy posted on X that Russian forces were building up along the eastern border of Ukraine, which could signal an attack on the Sumy region.He said: “The buildup of Russian forces indicates that Moscow intends to keep ignoring diplomacy. It is clear that Russia is prolonging the war.”The Ukrainian president said his forces were still fighting in Russia’s Kursk region, and were not facing an encirclement, despite claims by his Russian and US counterparts.Starmer said: “President Trump has offered Putin the way forward to a lasting peace. Now we must make this a reality. So this is the moment to keep driving towards the outcome that we want to see, to end the killing, a just and lasting peace in Ukraine, and lasting security for all of us.” More

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    The Guardian view on Nigel Farage: not even Donald Trump is as damaging to Reform as its own leader | Editorial

    One constant of British political life is that Nigel Farage never stays out of the spotlight for long. Having built a political career on railing against the establishment – while, paradoxically, embedding himself within it – Mr Farage finds himself embroiled in yet another melodrama. This time, however, the threat comes not from the usual suspects – remainers, the BBC or “woke” elites – but from his own side.The affair revolves around Rupert Lowe, a little‑known businessman, elected as one of Reform UK’s five MPs in 2024 under Mr Farage’s leadership. That should have been the beginning of a forgettable contribution to British public life. Yet, thanks to the intervention of Elon Musk – the world’s richest man and Donald Trump’s “government efficiency” tsar – Mr Lowe has a starring role in Mr Farage’s latest soap opera.Earlier this year the tech billionaire was so annoyed by Mr Farage’s decision to distance himself from the imprisoned far-right agitator Tommy Robinson that he touted Mr Lowe as a possible replacement. Relations between Mr Farage and Mr Lowe have deteriorated since. Their feud burst out into the open this month, culminating this weekend with Reform UK alleging misconduct by Mr Lowe, which he denies. Mr Lowe, who has been suspended from the party and lost its whip in parliament, derides it as a vanity project driven by one man’s ego. He has threatened to sue Reform UK for libel.Mr Farage’s reaction, however, is telling. For all his bravado about free speech, the moment a rival emerges – however minor – his instinct seems to be to cut them down. This is not the first time. His political parties – Ukip, the Brexit party, Reform UK – have operated more like personality cults than democratic organs, and loyalty to the leader has eclipsed ideological purity. Challenging Mr Farage doesn’t end well for those who dare. The difference this time is that Mr Musk’s intervention gives the affair an absurdly transatlantic flavour.This illuminates a larger problem. If Mr Farage’s goal is to broaden his electoral appeal, association with Trumpism is a hindrance, not a help. While Mr Trump retains a firm grip on the Republican party, the US president remains deeply unpopular in Britain, where even Tories see him as a liability. The perception that Mr Farage is too close to Mr Trump and too sympathetic to Vladimir Putin is hurting him in the polls. The opportunist in Mr Farage knows this. His strategy has been to present himself as the plebeian face of rightwing populism – foregrounding his love of pints over his attendance at Mar-a-Lago banquets. Yet the contradictions are piling up.Mr Farage seeks to appear an insurgent, yet he operates like an autocrat. He wants to court the support of Trumpian figures, yet he knows their influence is more likely to repel than to attract British voters. He wants Reform UK to grow – but only under him. For all the bluster, this latest episode only highlights that Mr Farage, like Mr Trump, has always been far better at breaking things than building them. That ought to be a warning to mainstream parties seeking to emulate Trumpian talking points around cutting foreign aid or sacking bureaucrats – especially with an upcoming byelection in a Labour stronghold. If Reform UK eventually ends up on the scrapheap of history, it won’t be because of Mr Lowe or Mr Musk, or even Mr Trump. It will be because, in the end, Mr Farage is his own biggest problem.

    Do you have an opinion on the issues raised in this article? If you would like to submit a response of up to 300 words by email to be considered for publication in our letters section, please click here. More

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    The pink protest at Trump’s speech shows the Democrats aren’t coming to save us

    Pretty (pathetic) in pinkHappy International Women’s Day (IWD), everyone! I’ve got some good news and some bad news to mark the occasion.The bad news is that a legally defined sexual predator is leading the most powerful country on earth and we’re seeing a global backlash against women’s rights. “[I]nstead of mainstreaming equal rights, we are seeing the mainstreaming of misogyny,” the UN secretary-general, António Guterres, said in his IWD message.The good news, for those of us in the US at least, is that the Democrats have a plan to deal with all this. Or rather, they have wardrobe concepts of a plan. On Tuesday night, Donald Trump addressed a joint session of Congress at the US Capitol. Some members from the Democratic Women’s Caucus (DWC), including Nancy Pelosi, decided to protest by … wait for it … wearing pink.“Pink is a color of power and protest,” the New Mexico representative Teresa Leger Fernández, chair of the DWC, told Time. “It’s time to rev up the opposition and come at Trump loud and clear.”The pink outfits may have been loud but the message the Democrats were sending was far from clear. They couldn’t even coordinate their colour-coordinating protest: some lawmakers turned up wearing pink while others wore blue and yellow to support Ukraine and others wore black because it was a somber occasion.Still, I’ll give the DWC their due: their embarrassing stunt seems to have garnered at least one – possibly two – fans. One MSNBC columnist, for example, wrote that the “embrace of such a traditionally feminine color [pink] by women with considerable political power makes a stunning example of subversive dressing”.For the most part, however, the general reaction appears to have been that this was yet another stunning example of how spineless and performative the Democrats are. Forget bringing a knife to a gunfight – these people are bringing pink blazers to a fight for democracy. To be fair, there were a few other attempts at protest beyond a pink palette: the Texas representative Al Green heckled the president (and was later censured by some of his colleagues for doing so) and a few Democrats left the room during Trump’s speech. Still, if this is the “opposition”, then we are all doomed.Not to mention: even the pink blazers seemed a little too extreme for certain factions of the Democratic party. House Democratic leadership reportedly urged members not to mount protests and to show restraint during Trump’s address. They also chose the Michigan senator Elissa Slotkin to give the Democratic response to Trump’s speech. While Slotkin tends to be described as a sensible centrist voice by a lot of the media, she’s very Trump-adjacent. Slotkin is one of the Democratic senators who has voted with Trump the most often and, last June, was one of the 42 Democrats to vote with the GOP to sanction the international criminal court (ICC) over its seeking of arrest warrants for Benjamin Netanyahu and other Israeli leaders for destroying Gaza. Human rights advocacy groups have warned that attacking the ICC like this undermines international law and the ability to prosecute or prevent human rights violations across the world. It speaks volumes about the US media and political class that a senator standing against international law can be called a centrist.This whole episode also speaks volumes about the Democrats’ plan for the future: it’s growing increasingly clear that, instead of actually growing a spine and fighting to improve people’s lives, the Democratic party seems to think the smartest thing to do is quietly move to the right and do nothing while the Trump administration implodes. I won’t caution against this strategy myself. Instead, I’ll let Harry Truman do it. Back in 1952, Truman said: “The people don’t want a phony Democrat. If it’s a choice between a genuine Republican, and a Republican in Democratic clothing, the people will choose the genuine article, every time.”Anyway, the upshot of all of this is that the Democrats are not coming to save us. We must save ourselves. That means organizing within our local communities and learning lessons from activists outside our communities. It means being careful not to normalize creeping authoritarianism and it means recognizing the urgency of the moment. The warning signs are flashing red: we need to respond with a hell of a lot more than a pink wardrobe.Make atomic bombings straight again!DEI Derangement Syndrome has reached such a fever-pitch in the US that a picture of the Enola Gay aircraft that dropped an atomic bomb on Japan has been flagged for deletion at the Pentagon. Apparently, it only got the job because it was Gay.Can a clitoris be trained to read braille?The Vagina Museum addressed this very important question on Bluesky.One in eight women killed by men in the UK are over 70A landmark report by the Femicide Census looks at the deaths of 2,000 women killed by men in the UK over the last 15 years and found that the abuse of older women hasn’t had as much attention as it should. “We have to ask why we see the use of sexual and sustained violence against elderly women who are unknown to the much younger men who kill them,” the co-founder of the Femicide Census told the Guardian. “The misogynistic intent in these killings is clear.”Bacterial vaginosis (BV) may be sexually transmitted, research findsWhile this new study is small, its findings are a big deal because BV is super common – affecting up to a third of reproductive-aged women – and has long been considered as a “woman’s issue”. Treating a male partner for it, however, may reduce its recurrence.How astronaut Amanda Nguyen survived rape to fight for other victimsAfter being assaulted at age 22, Nguyen got a hospital bill for $4,863.79 for her rape kit and all the tests and medication that went along with it. She was also informed that it was standard practice for her rape kit to be destroyed after six months. “The statute of limitations is 15 years because it recognises that trauma takes time to process,” Nguyen told the Guardian in an interview. “It allows a victim to revisit that justice. But destroying the rape kit after six months prevents a survivor from being able to access vital evidence.” After her traumatic experience, Nguyen successfully fought for the right not to have your rape kit destroyed until the statute of limitations has expired, and the right not to have to pay for it to be carried out.Female doctors outnumber male peers in UK for first timeIt’s a significant milestone in what has traditionally been a male-dominated profession.There’s an Israeli TikTok trend mocking the suffering of Palestinian childrenThis is one of those things that would be front page of the New York Times if it were directed at Israelis but is getting relatively little attention because of how normalized the dehumanization of Palestinians is. It’s also just the latest in a series of social media trends mocking Palestinian suffering.Florida opens criminal investigation into Tate brothers“These guys have themselves publicly admitted to participating in what very much appears to be soliciting, trafficking, preying upon women around the world,” the state attorney general said.The week in pawtriarchyJane Fonda, a committed activist, has always fought the good fight. But she’s also apparently fought wildlife. The actor’s son recently told a Netflix podcast that Fonda once “pushed a bear out of her bedroom”. While that phrase may mean different things to different people, in this instance it was quite literal. Fonda apparently scared off a bear who had entered her grandson’s room and was sniffing the crib. Too bad nobody was there to snap a photo of the escapade – it would have been a real Kodiak moment. More

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    ‘Major brand worries’: Just how toxic is Elon Musk for Tesla?

    Globally renowned brands would not, ordinarily, want to be associated with Germany’s far-right opposition. But Tesla, one of the world’s biggest corporate names, does not have a conventional chief executive.After Elon Musk backed Alternative für Deutschland (AfD) – calling the party Germany’s “only hope” – voters are considering an alternative to Tesla. Data released on Thursday showed that registrations of the company’s electric cars in Germany fell 76% to 1,429 last month. Overall, electric vehicle registrations rose by 31%.Tesla’s biggest shareholder, who has voiced support for rightwing leaders around the world, is now a de facto US cabinet member under Donald Trump’s administration.Tesla’s valuation has become inextricably tied to Musk’s politics. After he spent $288m backing Trump’s 2024 election victory, Tesla’s valuation passed $1tn. Yet Musk’s political involvements – unprecedented for the head of a company that size – could also be having a negative effect.On Friday, a group of Extinction Rebellion activists occupied a Tesla store in central Milan. Activists chained themselves to the cars’ tyres, and others glued themselves to the windows along with the slogans “Make millionaires pay again” and “Ecology for all, no ecofascism”.Analysts are openly wondering if Musk is causing lasting damage to a brand he has made synonymous with electric cars and, by extension, liberal aspirations to tackle climate change.Tesla was approached for comment.Tesla was the world’s biggest producer of battery electric cars in 2024, but sales dropped to 1.79m, the first time the company has endured a sales decline since 2011 after years of rapid growth that made it the world’s most valuable carmaker.The manufacturer said in January that global sales would grow during 2025, and Wall Street analysts expect Tesla to sell more than 2m cars this year. But even those forecasts would hardly represent a blazing return to form. As recently as October, Musk said he expected 20% to 30% annual sales growth, implying as many as 2.3m cars sold.“Customer retention will be key in 2025 as customers may begin to look for an ‘Alternative for Tesla’,” said Matthias Schmidt, a Berlin-based electric car analyst.View image in fullscreenOther analysts are more optimistic. Dan Ives, of Wedbush Securities, a US financial firm, is a longstanding Tesla supporter. Ives believes the company’s share price could rise from its current level of about $280 to hit $550. However, he acknowledged the negative perception created by Musk’s partnership with Trump and his work on the so-called department of government efficiency (Doge) – an issue he described as the “elephant in the room” for the brand.Calling them “major brand worries for Tesla”, he added in a note to investors that the direct impact on sales should be relatively small. “We estimate less than 5% of Tesla sales globally are at risk from these issues despite the global draconian narrative for Musk.”Ives said that Tesla was on the verge of making a new, cheaper vehicle – costing less than $35,000 – and would “own” the autonomous vehicle market, factors that would help push Tesla to a valuation of more than $2tn.Nonetheless there are clear signs in the US, Tesla’s biggest market, that would-be buyers are wavering, according to Strategic Vision, a market research company. Its new vehicle experience study tracks the buying preferences of up to 250,000 car buyers in the US, and it shows a sharp decline in regard for Tesla since Musk bought Twitter (now X) in 2022.Shortly before the multibillionaire bought the social media platform, 22% of new vehicle buyers would have “definitely” considered buying a Tesla. By the end of 2024 it was just under 8%. The proportion who would not consider buying a Tesla has risen from 39% over the same period to 63%.According to Strategic Vision, approximately half of non-Tesla EV buyers identify as Democrat or liberal, compared with about 20% identifying as Republican or conservative. Among Tesla owners, the Democrat owner group has fallen from 40% during the Biden administration to 29% now, with the Republican group averaging about 30% since 2021.“Democrats, the majority party of EV owners, are now actively rejecting Tesla and choosing other options,” said Alexander Edwards, president of Strategic Vision.Meanwhile, global protests against Musk and Tesla are intensifying. In America, there have been demonstrations outside dozens of Tesla showrooms, while in the UK a guerrilla poster campaign – “0 to 1939 in 3 seconds” – has emphasised Musk’s fascist-style salute at an inauguration rally. In Germany, he was recently caricatured on a carnival float as “Napo-Elon”.Ross Gerber, chief executive of the US investment management firm Gerber Kawasaki, which holds shares in Tesla, said Musk had given people an outlet to express their disdain for his politics.skip past newsletter promotionafter newsletter promotionHe said: “He has left himself open to a direct way for people to attack him if they don’t like his politics. It’s ironic because the vehicles were made for liberals who care about the environment and it has become a symbol of the conservative movement.”Tesla is valued at about $847bn – still more than the next 10 carmakers combined. Few investment banks have included any effect from Musk in their work trying to accurately value Tesla. Still, there are further reports of falling sales. In Australia, February sales were down about 72% compared with the same month in 2024, according to data released this week.View image in fullscreenSeveral analysts have raised concerns that the current valuation is much too high. JP Morgan is among the most pessimistic of the investment banks, suggesting that Tesla’s share price could fall as low as $135 – or a valuation closer to $400bn. Musk is the largest shareholder in Tesla, a key contributor to his status as the world’s wealthiest person.“Tesla shares continue to strike us as having become completely divorced from the fundamentals,” wrote JP Morgan in January, pointing out that 2025 profit expectations were down 70% since 2022. The share price has more than doubled since then – something that would not usually happen when investors expect lower profits.Analysts at UBS, a Swiss investment bank, concur, saying that Tesla’s valuation “continues to confound us”, with big risks in its efforts to make money from self-driving cars or humanoid robots.While sales declined steeply in January in several markets, several analysts have warned against relying on numbers for a single month. Schmidt said: “Some consumers are likely holding back purchase decisions and waiting for the updated Model Y which arrives this month. The big question though is, are these just the die-hard Tesla enthusiasts which remain in line while other potential consumers jump ship?”There have also been positive signs elsewhere. UK Tesla sales fell in January, but bounced back by a fifth in February to leave sales up year-on-year for 2025 so far. In the US there were also signs of a recovery after a fall in January, with preliminary data for February indicating rebound sales of about 42,000 cars, up 14% year-on-year, according to Wards Intelligence.But the UK sales figures also highlight another concern for investors: that Tesla’s lead on rivals could be narrowing as a flood of new models arrive. Tesla’s electric market share for the first two months of 2025 was 11%, down from 14% in 2024, according to New Automotive, a research group.Ben Nelmes, New Automotive’s chief executive, said: “The impact of Elon Musk’s political views on Tesla’s sales may have been overstated, but Tesla is gradually losing its position as the dominant EV seller in the UK as other carmakers bring more up-to-date and cheaper models to market.”In China Tesla is under big pressure from a slew of cheaper competitors, most notably BYD. In Tesla’s second-biggest market, sales of its China-made EVs dropped 49% year-on-year in February, to the lowest level since August 2022.Edward Niedermeyer, author of Ludicrous – a 2019 book about Tesla which focuses on Musk’s habit of making bold claims about the business that don’t stack up – argues that the prospect for new business like robotaxis and robots are distant. “The unique moment that we’re in now is the business has peaked,” he said.The worry for Tesla investors is whether Musk has turned that peak into a cliff-edge.Additional reporting Lorenzo Tondo More

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    If Britain must rearm, how to pay for it? Stiffen the sinews; summon up the taxes | Polly Toynbee

    “A new era is upon us.” Ursula von der Leyen was not holding back. This is a world turned upside down, changed beyond recognition. Leaders across Europe are echoing the alarm sent out by the European Commission president, and rippling across the continent, Canada and elsewhere: that we face a “clear and present danger on a scale that none of us has seen in our adult lifetime”. She has proposed a plan that would offer €800bn (£660bn) for immediate rearming, with a European sky shield to protect Ukraine.The hooligan Russian asset in the White House has changed everything so profoundly that it is hard to keep track. The US, whose coat-tails we clung to, whose culture we revelled in, whose cleverness dazzled and stupidity confounded, is now the enemy. The shock feels viscerally personal because American culture is deep in our veins at all ages, from Sesame Street to Marvel, from Philip Roth to Philip Glass, the Oscars to Silicon Valley, like it or not. In Iraq and Afghanistan, we obediently followed their blunders, and 642 British soldiers died, as Keir Starmer adroitly reminded JD Vance in parliament. Our glamorous friend has turned fiend. How do we cauterise that off us? Or reconfigure the map of the world in terms of friends and foes?Former UK ambassadors to Washington ruminated over this “seismic” shift, which has shaken every norm from their Foreign Office days. “This is not a blip in the relationship, something fundamental is going on,” one old knight warned a Lords select committee, while another cautioned that the US giving up on Europe in favour of Russia was likely a “current reality”. Sir David Manning pinpointed Britain’s specific anguish at this moment, the downside of the so-called special relationship: as Europe galvanises to rearm, unlike our continental neighbours, we depend on the US for our defence.With every new shock wave, Britain feels this trauma in its marrow. Yet there is hesitancy in government about addressing the nation with a call to arms, as French president Emmanuel Macron has done, warning: “the innocence of these 30 years since the fall of the Berlin Wall is over.”Look at the remarkable response of Germany’s chancellor-in-waiting, Friedrich Merz, lifetime financial conservative and fiscal dogmatist, as he grasps the severity of the times: he will reverse all his previous fiscal policies and his nation’s usual dread over borrowing, breaking their “basic law” with a huge €500bn loosening of debt rules to rearm. This amounts to “one of the most historic paradigm shifts in German postwar history”, according to Deutsche Bank. German borrowing costs shot up, but so have predictions of German growth from a sluggish 0.8% to 2%, with investors sending industrial stocks soaring. But note this: in his fiscal sea change, rearming will not be accompanied by any cuts to German social spending.How about Britain? Our government has announced no change to fiscal policy. Living within our self-imposed straitjacket, our rearming will be paid for by cuts to aid, benefits and most departments, as Rachel Reeves this week sends her plans to the Office for Budget Responsibility to prove the books are balanced. Yet the promises the government has made are impossible to keep: no more borrowing, no more tax rises and no return to austerity. These are terrible choices – the aid cut already breaks a manifesto pledge – destroying trust whichever way Labour turns. But which is the least bad?A copy of Duncan Grant’s portrait of John Maynard Keynes hangs by my desk, a reminder to reach for his 1940 prescription How to Pay for the War, a book that spelled out the necessary financial sacrifices of the time. Emergency action needed then was draconian, rapidly increasing production while drastically reducing consumption, introducing rationing and diverting everything to the war effort. In comparison, what’s needed in this new emergency is a pinprick, to raise the 3% of GDP for defence spending that Starmer is aiming for. Take just this one measure: in a disgraceful (and failed) act of crude election bribery, Jeremy Hunt cut 4p off employees’ national insurance. Restoring that would cover the cost of this extra defence spending alone, says Ben Zaranko of the Institute for Fiscal Studies; so would 2p more on income tax for all.Labour’s Treasury team winces at the very thought of any further tax rises, after the walloping Reeves got for the £40bn tax rise in October’s budget. They are jumpy: remember Liz Truss’s mini-budget, maxi-catastrophe, they say. Look how even small tax changes such as the farmers’ inheritance tax can create a storm; some policies make absolute sense in economic and fairness terms, but crash politically. Besides, tax rises that cut people’s spending money risk stunting growth, they say – but then so do cuts to public spending. Borrow more? That adds to the mammoth £100bn a year we spend servicing existing debt, they say. But we are now on the hunt for the least-worst option – and Britain still pays less tax than similar countries.Starmer has risen to the needs of the hour. But he has yet to address his citizens on what rearming means, and what it requires of them. We like to think of ourselves as warlike, and at the ready. We are good at displays of national pride and national parades, with a four-day celebration planned for the 80th anniversary of VE day in May. But tax and financial sacrifice were essential parts of that victory. The alternative – miserable cuts to benefits for the weakest, and stripping yet more from threadbare stricken public services – is the worst of all the bad options. In our finest hour, Britain shed its traditional tax-phobia. If ever there was a moment to stiffen the sinews and summon up the taxes, it is now: for the defence of the realm.

    Polly Toynbee is a Guardian columnist More