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GIOR AnalysisJuly 8 2025, 5:35 am

GIOR Analysis: Right-Turn Headwinds: How Global National-Conservative Parties Stall the Net-Zero Race

Where Culture-War Meets Carbon Policy

Across the Glob­al Nation­al Con­ser­v­a­tive Alliance (GNCA), the cli­mate has become a proxy bat­tle­field for sov­er­eign­ty, iden­ti­ty, and “elite” over­reach. Par­ties that owe their rise to back­lash pol­i­tics tend to treat the EU Green Deal, Paris tar­gets and net-zero pledges as out­side impo­si­tions rather than shared oblig­a­tions. Even with­in the EU, lead­ers warn that “polit­i­cal cow­ardice” is hin­der­ing decar­boniza­tion because gov­ern­ments fear the social costs of green laws. Yet most nation­al con­ser­v­a­tives stop short of out­right denial. Instead they:

  • Re-frame cli­mate action as a threat to jobs, farm­ers and nation­al iden­ti­ty, promis­ing to rene­go­ti­ate or slow reg­u­la­tions judged “puni­tive”.
  • Cher­ry-pick tech­nolo­gies—nuclear, car­bon cap­ture, domes­tic gas, biofuels—that square ener­gy secu­ri­ty with patri­ot­ic indus­tri­al policy.
  • Deploy cul­tur­al griev­ance—from “cli­mate reli­gion” rhetoric in Spain’s Vox to America’s fights over ESG mandates—to unite dis­parate right-lean­ing constituencies.

The result is a patch­work of incre­men­tal mea­sures, fre­quent rever­sals, and, in some cas­es, strate­gic bets (e.g., small mod­u­lar nuclear reac­tors-SMRs in Italy) that com­pli­cate long-term invest­ment sig­nals for allies and adver­saries alike.

Party-by-Party Snapshot

Coun­try Par­ty Stat­ed Cli­mate Line Oper­a­tional Reality
Unit­ed States Repub­li­can Party 2024 plat­form drops “net-zero” lan­guage, vows to “unleash Amer­i­can ener­gy” 2 Trump has with­drawn from the Paris Agree­ment again, ordered the roll­back of wind and solar tax cred­its, reopened coal leas­ing, and gut­ted fed­er­al cli­mate rules on methane and emis­sions. NOAA cuts have degrad­ed fore­cast­ing; GOP states are suing to block remain­ing Biden cli­mate poli­cies.3 17 18
Poland Law & Justice Sup­ports coal “for sov­er­eign­ty”; offers grudg­ing back­ing for nuclear and CCS 4 Stalled coal phase-out threat­ens EU funds; incom­ing pro-EU coali­tion inher­its € 27 bn in unmet green-spend­ing targets.
Hun­gary Fidesz Calls EU Fit-for-55 “eco­nom­ic sui­cide” but courts green FDI; flags SMRs by 2032 5 Repeat­ed­ly delays wind & solar ten­ders; uses green rhetoric main­ly for Brus­sels bargaining.
France Rassem­ble­ment National Backs new nuclear, oppos­es com­bus­tion-engine ban, pledges to cut car­bon-tax hikes 6 Moody’s warns RN fis­cal plan would under-fund cli­mate spend­ing; green-lash helped RN win rur­al strongholds.
Italy Fratel­li d’Italia Says Green Deal must be “peo­ple-cen­tric”; relaunch­es nuclear fea­si­bil­i­ty study 7 Draft bill sets 2035 ref­er­en­dum on SMRs; FT notes strat­e­gy aims for 11 % nuclear share by 2050 8.
Spain Vox Labels cli­mate laws “glob­al­ist”; would freeze renew­ables per­mits 9 Region­al pacts already dilute bio­di­ver­si­ty rules, stall wind repow­er­ing bids.
Swe­den Swe­den Democrats Scraps 2030 inter­im tar­get; bets on nuclear and forests 11 Cut flight tax despite emis­sions uptick 12; off­shore-wind pipeline slashed by 90 %.
Fin­land Finns Par­ty Rejects EU 90 %-by-2040 goal as “cli­mate hys­te­ria” 13 Coali­tion tug-of-war delays trans­port decar­bon­i­sa­tion plan; log­ging quo­tas like­ly loosened.
Israel Likud-led coali­tion War-time ener­gy secu­ri­ty trumps cli­mate; touts gas exports, shelves cli­mate bill Govt seeks to triple Red Sea oil through­put despite coral-reef risk 16.
India Bharatiya Jana­ta Party Re-affirms 2070 net-zero, 500 GW non-fos­sil by 2030; man­i­festo stress­es green jobs Cli­mate bare­ly fea­tured in 2024 cam­paign 14; coal out­put still ris­ing, but renew­ables up 24 % in H1 2025 15.

Are National-Conservative Parties Blocking Urgent Climate Action?

Viewed togeth­er, nation­al-con­ser­v­a­tive par­ties form a drag coali­tion: they sel­dom tear up cli­mate goals, but they con­sis­tent­ly slow their exe­cu­tion. By refram­ing every emis­sions tar­get as a sov­er­eign­ty ques­tion, they reopen deals each time the bal­lot box swings, adding years of delay through rene­go­ti­a­tion and carve-outs 2,6.

The effect is cumu­la­tive. A five-year coal reprieve in Poland, stalled auto-emis­sions rules in France, or expand­ed U.S. drilling leas­es all ratch­et glob­al CO₂ high­er for longer, squeez­ing the remain­ing car­bon bud­get. Mar­kets read that sig­nal: waver­ing time­lines raise financ­ing costs for renew­ables while fun­nelling sub­si­dies toward “secure” fos­sil sup­ply. In that sense, the alliance is a road­block to the speed—rather than the existence—of decarbonisation.

Counter-pres­sures tem­per but do not erase the risk. Clean-tech costs keep falling, and polls show even right-lean­ing vot­ers like cheap­er solar pow­er and clean­er air 10. Some par­ties court a “patri­ot­ic green-indus­tri­al” narrative—Hungary lur­ing bat­tery plants, Italy flirt­ing with small-mod­u­lar reactors—yet those moves advance cli­mate goals only when they align with indus­tri­al or secu­ri­ty inter­ests. Absent strong supra­na­tion­al enforce­ment or irre­sistible eco­nom­ic incen­tives, expect head­line net-zero promis­es to sur­vive while the mile­stones that actu­al­ly cut emis­sions slide to the right.

References

(1) The Guardian – “Polit­i­cal cow­ardice hin­der­ing Europe’s cli­mate efforts,” 2 Jul 2025

(2) E&E News – “Repub­li­can plat­form heavy on ener­gy, silent on cli­mate,” 13 Aug 2024

(3)  Trump exec­u­tive order seeks end to wind and solar ener­gy subsidies

(4) Clean Ener­gy Wire – “Fear of oust­ed pop­ulists could stall cli­mate pol­i­cy in Poland,” 6 Feb 2025

(5) Clean Ener­gy Wire – “Orbán’s oppor­tunis­tic record belies Hungary’s new pro-cli­mate rhetoric,” 19 Oct 2024

(6) The Guardian – “Far-right win in France could deal blow to cli­mate pol­i­cy,” 3 Jul 2024

(7) Euronews – “Ital­ian government’s cli­mate stance dif­fers at home or abroad,” 11 Aug 2023

(8) Finan­cial Times – “Mel­oni seeks to bring nuclear pow­er back to Italy,” 22 Sep 2024

(9) open­Democ­ra­cy – “Spain’s Vox and the threat of inter­na­tion­al envi­ron­men­tal pop­ulism,” 9 Aug 2021

(10) Euronews – “Is ‘green­lash’ behind the rise of the far-right in EU elec­tions?” 6 Jun 2024

(11) Le Monde – “Swe­den is mov­ing back­ward on cli­mate pol­i­cy,” 27 Jan 2024

(12) The Guardian – “Swe­den cuts tax on fly­ing despite admit­ting it would increase emis­sions,” 19 Sep 2024

(13) Yle News – “Finns Par­ty deputy chair: We won’t sup­port EU emis­sions tar­get,” 3 Jul 2025

(14) Reuters – “Despite extreme heat, cli­mate bare­ly rat­ed a men­tion in India’s elec­tions,” 6 Jun 2024

(15) Reuters – “India’s renew­able pow­er out­put grows at fastest pace in three years,” 1 Jul 2025

(16) Reuters – “Israel aims to boost Red Sea oil deliv­er­ies despite envi­ron­men­tal risks,” 31 May 2024

(17) Trump admin­is­tra­tion weighs new coal sales from pub­lic lands in Mon­tana and Wyoming

(18) Biden’s cli­mate law boost­ed red states. Their law­mak­ers are now gut­ting it

Dis­claimer: This analy­sis was pre­pared with the assis­tance of arti­fi­cial intel­li­gence. Please ver­i­fy all infor­ma­tion and ref­er­ences before using this mate­r­i­al. Images are also AI-gen­er­at­ed and are pro­vid­ed for illus­tra­tive pur­pos­es only—they are intend­ed to rep­re­sent the events or indi­vid­u­als con­cerned, but should not be under­stood as actu­al “real-world” photography.