Saxony-Anhalt has returned 43.8% of the vote for the Alternative for Germany (AfD) in its state election. The result puts the party within reach of forming what would be the first state government run by the far-right in the history of the German federal republic.
The AfD has no executive experience and its Saxony-Anhalt branch is riven with tensions and splits. A chaotic state government could deter voters elsewhere from backing such parties. But if the AfD manages to govern halfway coherently, it will have the chance to pick fights with authorities in both Berlin and Brussels, and significant leeway to try out policies that could later be applied elsewhere. This might then embolden the radical right elsewhere in Europe.
Meanwhile the result increases the pressure on Chancellor Friedrich Merz’s centrist federal coalition. Already before the Saxony-Anhalt election, splits were widening between eastern and western branches of his Christian Democrats (CDU/CSU), and between him and his conservative party base. The result exacerbates these and, in turn, increases the chance that Merz will be too distracted and constrained by domestic politics to provide European leadership.
With France, Italy, Poland and Spain all entering election seasons, a Germany riven by internal drama cannot be the anchor that Europe needs.
Solution
Bold action is needed both in Berlin and beyond Germany. Talk of a party ban is too late and would anyway be unlikely to quell the underlying discontent felt by AfD voters. Action by the federal authorities against stand-out extremists in the party, and its funding streams, is both more realistic and more likely to keep its voters open to persuasion.
Meanwhile the CDU/CSU needs to make a strategic decision about what sort of party it wants to be; including where it will and will not cooperate with parties outside the traditional mainstream. Germany’s other pro-European parties also need to marshal a better answer to the radical right: substantive policies proving that they are on the side of ordinary people rather than powerful interests (Piotr Buras, Jeremy Cliffe and Susi Dennison have made concrete suggestions along these lines where climate policy is concerned.)
Other European capitals should curb their expectations of German leadership and nurture broader sources of impetus, including the new E6 group of major EU economies and the “coalition of the willing” on Ukraine. Merz, for example, is now even less likely to achieve a breakthrough on the EU’s 2028-2034 budget negotiations or on EU accession talks. Other European leaders, including European Commission president Ursula von der Leyen, will need to depend less on him to advance ambitious proposals. European diplomats in Berlin should think hard about how to sell their ideas into a more distracted and inward-looking government.
Context
Saxony-Anhalt is a small and demographically unrepresentative German state, with an atypically old and homogeneous population of 2.1m out of a national total of 83.5m. Nevertheless, its election result has reverberated through European capitals.
The vote on September 6th gives the AfD 39 seats, three short of a majority, requiring the party to seek support either from the left-conservative Sahra Wagenknecht Alliance (BSW) or the right flank of the CDU in order to govern. The only alternative would be a government supported (at least passively) by all five of the other parties, including the socialist Left party, cooperation with which is anathema to the CDU. The development comes as Merz’s fragile “grand coalition” is struggling to pass reforms aimed at reviving Germany’s stagnant economy.
Two upcoming state elections on September 20th—in Mecklenburg-Western Pomerania and in Berlin—could further dent his authority. It is possible, though not currently probable, that he will be forced out as chancellor in the coming months. The obvious frontrunner to replace Merz is Hendrik Wüst, the premier of North Rhine-Westphalia, but his moderate politics may not fit the polarised mood.
This week, Mark Leonard is joined by Jana Puglierin, senior policy fellow and head of ECFR’s Berlin office, in a World in 30 Minutes Emergency Room episode to discuss the latest in German politics.
The AfD’s win in the small eastern state of Saxony-Anhalt was widely expected, but the scale of the result and the collapse of Chancellor Friedrich Merz’s Christian Democrats (CDU/CSU) have still shocked Berlin. For the first time since the second world war, a far-right party is within reach of governing a German Bundesland. Jana unpacks the AfD’s possible paths to power, the pressure on Merz and his grand coalition, and what the result says about the far right’s continued rise in Europe.
Why does an election in a state of two million people matter so much for a country of 84 million? Can the AfD govern without a formal coalition partner, and would CDU lawmakers break the historic “firewall” to make that possible? Why is the party still treated as beyond the pale, even as it leads national polls? And should Europe prepare for a Germany too absorbed in its own crisis to lead?
Friedrich Merz (CDU), Federal Chancellor, photographed before the government declaration in the German Bundestag in Berlin, 18.03.2026. | picture alliance / photothek.de | Florian Gaertner
Berlin; late August: when politics normally stirs into life after the holiday lull. But this year, the lull never came.
German chancellor Friedrich Merz is beset by approval levels plumbing the depths of the depleted Rhine and Danube. His governing conservative CDU party spent the summer at war with itself over pension reform (not helped by a botched cabinet reshuffle). Some of the chancellor’s staunchest supporters are even openly wondering whether he is still up to the job. To get out of the hole they are in, Merz and his ministers now want to project a sense of Aufbruchstimmung—a feeling of renewal and restart.
Whether they succeed will determine Europe’s future.
Germany’s economy has endured six years of paltry growth. Its traditionally strong industries are screaming for protection against China, US tariffs and energy price shocks (and against their own past decisions). Strong end-of-the-republic vibes suffuse dark political commentary, “mainstream” parties oscillate between panic and despair, and resignation has set in among voters. What until recently seemed little more than a media talking point on an “Andy Burnham moment”—meaning the possibility of Hendrik Wüst, North Rhine-Westphalia’s minister-president, succeeding Merz as chancellor this autumn—could yet become reality.
For decades, Germany was Europe’s byword for political stability and predictability. Today, it is hard to overstate how little is now unthinkable in German politics. All bets are off. Decision-makers elsewhere in Europe should get ready for the possibility of a new kind of Germany: no longer boring, no longer stable—and no longer rich.
Why the Angst is now real
Germany is days away from elections in three eastern states which could shake the government in Berlin to its foundations. First up is Saxony-Anhalt, where on September 6th the far-right populist Alternative für Deutschland (AfD) could rewrite German post-war history and turn the decades-long mantra of “never again” into “actually, maybe”. Polling suggests even an absolute majority for the party is within reach. The AfD, the CDU and the Left could be the only parties to clear the 5% threshold for the state parliament. Two weeks after that possible momentous result, the states of Berlin and Mecklenburg-Vorpommern will also elect new parliaments.
While the situation for the political centre looks a little less dire in the latter two places, complicated three-party coalitions are the likely outcome in both. This will have a compounding effect on the stability of the federal government. The CDU leadership under Merz remains adamant that the “firewall” must hold, ruling out any coalition or cooperation with the AfD. Yet this position is increasingly being questioned by local politicians and by conservative thinkers within and around the party. Many in the CDU are frustrated by what they see as the strategic price of the firewall. With their preferred coalition partner, the liberal Free Democrats, now struggling to clear the 5% threshold almost anywhere, ruling out the AfD leaves the CDU ever-more dependent on centre-left coalitions. In critics’ view, this deprives the party of options and leaves it hostage to the remaining potential coalition partners.
An AfD minister-president would be a brutal demonstration of the political establishment’s inability to provide a convincing vision for the country
An AfD minister-president in one of Germany’s states would be more than a striking political development. It would be a brutal demonstration of the political establishment’s inability to provide a convincing vision for the country’s economic, political and social future. In recent years, German leaders have made more reform announcements than actual reforms. The previous government tried to adapt to the Zeitenwende without imposing any hardship on Germans—and failed. Now, the Merz government seems equally unable to muster the political strength for major reform.
Instead, it has too often looked to the past for answers: back to the combustion engine, back to looser labour rights, back to family values. The only policy area where the government now seems readier to change course is on China, where it has said it will push through a more active European position on protecting markets and punishing China’s predatory economic behaviour. In a revealing commentary, however, Merz himself announced this was enabled, not by his decisive political leadership, but by the altered posture of the German car industry.
This vacuum in dealing with the implications of the changing global environment leaves huge room for the political fringes, especially from the far-right. The AfD’s offer is revisionist—drastically curb immigration and asylum, reverse key elements of the energy transition, challenge European integration, end the euro and pursue a distinctly nationalist approach to foreign policy. All this is deeply unsettling to the political establishment, but resonates with a growing constituency of voters united by restrictive stances on migration and cultural issues.
The strength of the AfD is a symptom, not a cause. It did not rise to prominence overnight and has been part of Germany’s political landscape now for more than a decade. But the party is now within striking distance of actual political power at a time when the country’s political and economic foundations are starting to crumble. The war in Ukraine, volatility in America and conflict over the Strait of Hormuz are stretching the limits of German leaders’ attention as well as the country’s fiscal space. Germany’s long-term trade relationship with China is now a liability and an epic drought has shrivelled what little hope remained for Germany’s economic recovery. Berlin is not only forced to reckon with the failures and missed opportunities of the past decade on everything, everywhere, all at once; but the politicians seem unprepared either to put up a real fight for survival or even adjust to this new reality in a form of managed decline.
No time for Schadenfreude
Germany is hardly the first European country to experience a radical reshaping of its party system and the rise of the far-right; Italy and France have been through similar upheavals. And Germany itself, amid deep economic problems, was called “the sick man of Europe” back in 1999, only to recover and to become the continent’s exporting powerhouse. Why should the rest of Europe now worry so much about Germany’s malaise?
The answer is: because a German crisis is a European crisis. Germany is too economically and politically important to fail. Its economic weight, role at the heart of the EU and position as Europe’s most populous member state mean this would be more than just another episode of national political turbulence. A Germany that is oozing 15,000 industrial jobs each month, becoming even more dependent on technology imports and increasingly incapable of internal reform risks dragging Europe towards fragmentation and exploitation.
Unless political leaders come up with something new, a German pall will blot all major items on the EU’s agenda: the next multiannual financial framework; the future of the bloc’s industrial policy; European efforts to rearm and build resilience; a more autonomous capacity on emerging technologies and the economic muscle to create international leverage behind a new global trading agenda. That is not to mention the serious consequences of a German disengagement for Europe’s continued support for Ukraine.
“German leadership is not optional”, Sweden’s defence minister said at a public event this month, attended by one of the authors. German political elites seem to disagree. Theirs is the third largest economy in the world, sitting at the core of the world’s largest single market, boasting leading international companies and building up one of the largest defence budgets anywhere. Yet they appear to lack any sense of their own domestic, let alone global, agency. The three upcoming state elections may give them their last chance and some momentum to turn things around. But if Berlin becomes entirely enfeebled under the ensuing political fallout, the rest of Europe is likely to suffer in the same way.
This week, Mark Leonard is joined by Jörg Lau, international correspondent at Die Zeitand Jana Puglierin, head of ECFR’s Berlin office, to explore the political turmoil in Germany ahead of an electoral autumn. Chancellor Friedrich Merz’s government is becoming increasingly unpopular: it faces collapsing approval ratings, growing tension within the governing coalition and mounting pressure from the far-right Alternative for Germany (AfD).
As regional elections approach, Jana argues that Germany’s traditional parties face difficult choices that could reshape the country’s political landscape, while Jörg discusses what the AfD’s rise means for Germany. A “firewall” has kept mainstream parties from cooperating with the far right in the post-war period—but Jörg reflects on the strain this is under, and whether the AfD’s first taste of regional power could transform German politics.
Together, Mark, Jörg and Jana assess the prospects for Merz’s leadership, the future of the CDU and whether Germany’s political centre can withstand such pressure. Are established parties capable of renewing themselves? What happens if the AfD makes gains at the regional level? And what would prolonged instability in Berlin mean for Europe?
This podcast episode was recorded on August 12th 2026.
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