Sign in

Marcus How

@marcus-how.bsky.social
982 followers 770 following 297 posts

Head of Analysis at VE Insight (formerly ViennEast). Interested in Austria & CEE. Austro-Essexian hybrid. Opinions expressed are my own.

PostsRepliesMedia
Marcus How @marcus-how.bsky.social · 11/03/2026
The Exposure Risk Index follows the Interdependence Index, which was released in 2025 captures how close the candidate states are to the major geopolitical actors in the region; namely, the EU, USA, Russia, China and Turkey. The Interdependence Index is currently being updated. 3/4
140
Marcus How @marcus-how.bsky.social · 11/03/2026
The Exposure Risk Index compiles rich sources of data to create a heat map of the structural vulnerabilities of the candidate states to various forms of manipulation by external actors. It focus on four dimensions: 2/4
152
Marcus How @marcus-how.bsky.social · 11/03/2026
As part of the @geopower-eu.bsky.social project, an EU Horizon consortium in which VE Insight is involved, partners are creating indices to capture geopolitical vulnerabilities of the 9 EU candidate states. The most recent is the Exposure Risk Index: geo-power.eu/research-out... 1/4
1111
Marcus How @marcus-how.bsky.social · 28/11/2025
2384
Marcus How @marcus-how.bsky.social · 13/05/2025
..it is possible for Dan to squeak a narrow win. In the 2014 runoff, when Klaus Iohannis faced Victor Ponta, the polls were widening for Ponta until voting day. Iohannis pulled a blinder by mobilising undecided or otherwise apathetic voters, especially in the diaspora. 2/
110
Marcus How @marcus-how.bsky.social · 17/03/2025
020
Marcus How @marcus-how.bsky.social · 27/02/2025
But the new power constellation, with its many factions and interests, is as fragile as the stakes are high. It will not take much for this house of cards to collapse. With the uncertain geopolitical and economic outlook, the Second Republic has major challenges ahead. 24/END
160
Marcus How @marcus-how.bsky.social · 27/02/2025
That said, it could be a wait of 4.5 years, which is a long time. And even if the FPÖ clears up next time, it will still need a willing coalition partner. Rumblings against Kickl could begin, as his intransigence is a liability given that it led to the FPÖ unnecessarily kept from power. 22/
110
Marcus How @marcus-how.bsky.social · 27/02/2025
Fourth, the FPÖ has good cards. Comfortable in opposition, Kickl will rail against the establishment parties dirtying their snouts at the public trough, having locked him out of government. If the government struggles, Kickl can conceivably bank on winning 35-40% of the vote next time. 21/
110
Marcus How @marcus-how.bsky.social · 27/02/2025
Third, there is the question of competence. Most of the cabinet have negligible experience of government, not least Stocker and Babler. It says something when the most experienced ministers are ÖVP apparatchiks and party placeholders from Lower Austria and Tyrol. 20/
131
Marcus How @marcus-how.bsky.social · 27/02/2025
The NEOS, with its decentralised leadership structure, is also something of a wild card. Their leader and incoming foreign minister, Beate Meinl-Reisinger, is charismatic and energetic, but not entirely in control of the party, which has a mercurial neoliberal faction. 19/
121
Marcus How @marcus-how.bsky.social · 27/02/2025
A leadership change would not necessarily destabilise the government. The ÖVP and SPÖ have both swapped out leaders before without pulling the plug. Equally, both parties are as fragile as they are directionless, making them as unpredictable as an old car with broken steering and brakes. 18/
120
Marcus How @marcus-how.bsky.social · 27/02/2025
It is not inconceivable that, as the painful realities of cohabitation set in, leadership challenges will ensue. Babler, an outsider in the SPÖ, has many enemies and a lacklustre electoral record. In the ÖVP, the nostalgic and deluded dream of a glorious return by Sebastian Kurz. 17/
110
Marcus How @marcus-how.bsky.social · 27/02/2025
Second, the ÖVP and SPÖ are in a sorry condition. Both Stocker and Babler lack the authority within their own parties. Stocker, the accidental chancellor, originally replaced Nehammer on an interim basis, before settling in place because no alternative candidates stepped forward. 16/
120
Marcus How @marcus-how.bsky.social · 27/02/2025
First, it is taking on the thankless task of fiscal consolidation following two years of recession, as well as high levels of inflation and overspending. In 2025 and 2026 alone, the government has committed to finding €16bn in revenue, which it has structured to avoid burden on individuals. 14/
130
Marcus How @marcus-how.bsky.social · 27/02/2025
Indeed, although many participants and observers may be breathing a sigh of relief that Herbert Kickl will not achieve his dream of becoming “Volkskanzler,” this new government – the GroKo Plus – faces strong headwinds. 13/
120
Marcus How @marcus-how.bsky.social · 27/02/2025
The coalition agreement is very Austrian in being a Proporz smorgasbord of compromises serving the clientele and constituents of the participating parties. Pragmatism is welcome, but the overarching strategic vision is lacking. It is a peculiar power constellation, with many cooks at the broth. 12/
140
Marcus How @marcus-how.bsky.social · 27/02/2025
It was possible to conclude these within a week, with all three parties making significant concessions they previously resisted. Now, Christian Stocker, a backroom politician thrust onto centre stage, will become chancellor, flanked by Andi Babler, the SPÖ’s left-wing leader. 7/
140
Marcus How @marcus-how.bsky.social · 27/02/2025
Thus, after a day of bizarre last ditch negotiations conducted through the press service, the FPÖ and ÖVP decided to go their separate ways. Soon, under pressure from President Alexander Van der Bellen, the ÖVP resurrected its expired negotiations with the SPÖ and NEOS. 6/
140
Marcus How @marcus-how.bsky.social · 27/02/2025
Yet, after four weeks of negotiations, the ÖVP realised that the FPÖ, led by Herbert Kickl, was not only largely uncompromising on its agenda, but wished to subjugate its partner. Gazing into the abyss, the ÖVP realised that the low odds of survival by jumping into it were not worth it. 5/
131
Marcus How @marcus-how.bsky.social · 27/02/2025
These negotiations lasted over 100 days before the wheels came off at the last minute. Stakeholders in the ÖVP prompted a shift, opting to enter negotiations with the FPÖ after all. Chancellor and ÖVP leader Karl Nehammer resigned, replaced by his General secretary, Christian Stocker. 4/
120
Marcus How @marcus-how.bsky.social · 27/02/2025
A recap: the far-right Freedom Party (FPÖ) came first in the elections with 28.9% of the vote, but due to the refusal of all other parties to partner with the FPÖ, the ÖVP was mandated to start negotiations to form a three-party coalition with the SPÖ and NEOS. 3/
240
Marcus How @marcus-how.bsky.social · 27/02/2025
*🇦🇹 MEANWHILE, IN AUSTRIA.. 🇦🇹* And it’s (sort of) final! The People’s Party (ÖVP), Social Democrats (SPÖ) and NEOS have formed a centrist coalition government, ending a rollercoaster of three rounds of negotiations that lasted 151 days – the longest period in Austria’s post-war history. 1/
28920
Marcus How @marcus-how.bsky.social · 12/02/2025
As has ever been the case since 2017, Austria has not failed to deliver political drama, nor will it cease to do so. The FPÖ might not be entering government now, with Kickl experiencing a major personal failure, at least on paper; but the political centre is far from being out of the woods. 27/END
1100
Marcus How @marcus-how.bsky.social · 12/02/2025
The third scenario is that snap elections are held in the next 3-6 months. This is unlikely, as the ÖVP and SPÖ currently have nothing to gain by doing so, as they are lacking strategic orientation as well as the money. The FPÖ, meanwhile, is in the opposite position. 24/
160
Marcus How @marcus-how.bsky.social · 12/02/2025
The second scenario is that the ÖVP and SPÖ restart negotiations for a grand coalition, probably supported in some way or other by the NEOS and Greens. The SPÖ has signalled its willingness. However, party leader Andi Babler remains a major obstacle for the ÖVP. 23/
160
Marcus How @marcus-how.bsky.social · 12/02/2025
Austria had experience of this in 2019, following the infamous Ibiza scandal. The technocratic government at that time was successful in calming the mood and was popular with the public. It was in power for six months, with snap elections falling in-between. 22/
180
Marcus How @marcus-how.bsky.social · 12/02/2025
So, what now? There are three scenarios. The first and most likely is that President Alexander Van der Bellen mandates the formation of a technocratic government that will begin budget consolidation and ensure stability. It would be supported by all parties but the FPÖ in parliament. 21/
180
Marcus How @marcus-how.bsky.social · 12/02/2025
This is flawed thinking. Even if the FPÖ increases it gains in snap elections, Austria’s proportional system will still require partnership with the ÖVP. Treating its junior partner contemptuously, turning it into the character “Reek” in Game of Thrones, is not a recipe for stability. 19/
170
Marcus How @marcus-how.bsky.social · 12/02/2025
Indeed, with the collapse of negotiations, the ÖVP complained that over five weeks, Kickl had participated personally for a total of just seven hours. If true, it shows the supreme confidence that Kickl had that he can simply sit back and insist that the ÖVP accommodate the FPÖ, not vice versa. 18/
160
Marcus How @marcus-how.bsky.social · 12/02/2025
Third, while the ÖVP has shifted considerably to the right, the FPÖ under Kickl’s leadership has renounced the old system wholesale. Unlike many of his European counterparts, Kickl is genuine in this conviction. He does not want a slice of the existing cake, but wants to bake a new one. 17/
150
Marcus How @marcus-how.bsky.social · 12/02/2025
This reflects three points: first, Kickl is unwilling to offer meaningful compromise because his experience of the FPÖ’s previous stints in government taught him that the ÖVP would exploit this to shaft his party when opportune. Second, he believes the FPÖ’s relative majority = supremacy. 16/
160
Marcus How @marcus-how.bsky.social · 12/02/2025
Yet this was insufficient. Ceding finance to the FPÖ was one thing, but the ÖVP’s experience of Kickl as interior minister in 2018-2019 is not one it will repeat under any circumstances. The mood among party stakeholders, already low, began to sour further. Leaks from the negotiations ensued. 14/
160
Marcus How @marcus-how.bsky.social · 12/02/2025
This was utterly unacceptable to the ÖVP. The FPÖ compromised somewhat, relinquishing the EU brief to the foreign ministry and proposing an independent state secretary for the intelligence service (DSN). The ÖVP was also to receive numerically more ministries. 13/
140
Marcus How @marcus-how.bsky.social · 12/02/2025
Indeed, leaked documents from the negotiations showed that the FPÖ was insisting on controversial policies, such as: a halt to any further integration by Austria into EU structures; withdrawal from NATO’s Partnership for Peace and the EU’s PESCO as well as the European Sky Shield Initiative.. 10/
181
Marcus How @marcus-how.bsky.social · 12/02/2025
However, Kickl kept to as maximalist position as he could. Despite the FPÖ having won just 3% points more than the ÖVP in the election, Kickl believed that his party had a mandate to implement much of its agenda, which crosses the stated red lines of the ÖVP. 8/
180
Marcus How @marcus-how.bsky.social · 12/02/2025
Third, the ÖVP misread Herbert Kickl, believing that he would ultimately be compelled to be pragmatic by the horse-trading nature of Austria’s proportional, consensus-based system. Rapid progress over budget consolidation and other policy areas brought a false sense of security. 7/
190
Marcus How @marcus-how.bsky.social · 12/02/2025
Second, the ÖVP was not entering the negotiations from a position of strength. As the second largest party, it could not claim the chancellery. It had also shed much of its remaining credibility with its U-turn. What did it really stand for? Thus, it could only engage in damage control. 6/
1100
Marcus How @marcus-how.bsky.social · 12/02/2025
However, in abandoning its electoral pledge, the ÖVP spiralled into a crisis for three reasons. First, despite purging Nehammer, no alternative leadership candidates were waiting in the wings. Nehammer’s general secretary Christian Stocker stepped in, but the vacuum howled. 5/
190
Marcus How @marcus-how.bsky.social · 12/02/2025
The shift by the ÖVP was precipitated by strong pressure by the Industrial Association (IV) and Business Union, which are key stakeholders in the party. They were hostile to partnership with the SPÖ, especially its left-wing leader Andi Babler, believing there to be more overlap with the FPÖ. 4/
191
Marcus How @marcus-how.bsky.social · 12/02/2025
In so doing, the ÖVP abandoned its embargo on partnership with the FPÖ if it entailed party leader Herbert Kickl leading the government. Chancellor and ÖVP leader Karl Nehammer, who had described Kickl as a “security risk” with genuine conviction, resigned consequently. 3/
190
Marcus How @marcus-how.bsky.social · 12/02/2025
A recap: The ÖVP decided to enter coalition negotiations with the FPÖ in January, following the collapse of its talks to form a grand coalition with the SPÖ, with the centrist NEOS bolstering its razor-thin majority as a junior partner. 2/
180
Marcus How @marcus-how.bsky.social · 12/02/2025
*MEANWHILE, IN AUSTRIA..* And so, it’s official and so begin the mutual recriminations: the FPÖ and ÖVP have pulled the plug on their coalition talks, plunging the country into uncertainty as irreconcilable differences between the major parties preclude them from any viable paths to power. 1/27
28023
Marcus How @marcus-how.bsky.social · 09/01/2025
If Kickl does enter government, as is likely, his instincts will be majoritarian. As he put it: "Law must follow politics, not politics the law." Unlike Strache, the trappings of power and clientelist bargaining are secondary to his long-term designs for the state. 25/END
010
Marcus How @marcus-how.bsky.social · 09/01/2025
Regardless, Kickl is feared across the political landscape. He is equal parts an ideologue and power politician. In the coalition negotiations with the ÖVP he holds most of the cards, knowing that the FPÖ would likely secure further landslide gains in snap elections. 24/
100
Marcus How @marcus-how.bsky.social · 09/01/2025
And although famously self-controlled and combative, he was described as “highly nervous” when he was questioned by a parliamentary committee about Russia-related activities. He is far more cautious on this issue than his predecessors, but his record is mysterious. 23/
100
Marcus How @marcus-how.bsky.social · 09/01/2025
That betrays his thin-skinned nature, which is easily slighted and harbouring of grudges. He was supposedly badly injured when, in a quip, he misattributed Friedrich Nietzsche’s phrase “God is dead” to Karl Marx, damaging his self-image as a philosophising intellectual. 22/
100
Marcus How @marcus-how.bsky.social · 09/01/2025
Indeed, while Kickl is the most experienced frontline politician in Austria, since he became leader, he moved past his introversion to discover his ego, thriving in the warm glow of a theatre in which the audience is adoring. But for that same reason, he abhors scrutiny. 21/
100
Marcus How @marcus-how.bsky.social · 09/01/2025
And so, where Haider and Strache sought dialogue (i.e. confrontation) to gain attention, courting tabloid media, Kickl has siloed himself and the party in an eco-system of friendly media. He prizes message control, in this sense resembling Sebastian Kurz more than Haider. 20/
100
Marcus How @marcus-how.bsky.social · 09/01/2025
An example: Kickl often speaks in quasi-religious language, playing to the gallery of Catholic conservatism in Austria. But he has also been openly hostile to the Catholic Church in the country, effectively rejecting an institution he regards as being soft on social issues. 19/
110