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한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Donald Trump’s return to the White House in January 2025, combined with a Republican-led US Senate, was widely feared among international allies and will be cheered by some of America’s foes. While the former put on a brave face, the latter are finding it hard to hide their glee.  On the war in Ukraine, Trump is likely to try to force Kyiv and Moscow into at least a ceasefire along the current front lines. This could possibly involve a permanent settlement that would acknowledge Russia’s territorial gains, including the annexation of Crimea in 2014 and the territories occupied since the full-scale invasion of Ukraine in February 2022.  It is also likely that Trump would accept demands by the Russian president, Vladimir Putin, to prevent a future Ukrainian Nato membership. Given Trump’s well-known animosity to Nato, this would also be an important pressure on Kyiv’s European allies. Trump could, once again, threaten to abandon the alliance in order to get Europeans to sign up to a deal with Putin over Ukraine.  When it comes to the Middle East, Trump has been a staunch supporter of Israel and Saudi Arabia in the past. He is likely to double down on this, including by taking an even tougher line on Iran. This aligns well with Israeli prime minister Benjamin Netanyahu’s current priorities.  Netanyahu seems determined to destroy Iran’s proxies Hamas, Hezbollah and the Houthis in Yemen and severely degrade Iranian capabilities. By dismissing his defence minister, Yoav Gallant, a critic of his conduct of the offensive in Gaza, Netanyahu has laid the ground for a continuation of the conflict there.  It also prepares for a widening of the offensive in Lebanon and a potentially devastating strike against Iran in response to any further Iranian attack on Israel.  Trump’s election will embolden Netanyahu to act. And this in turn would also strengthen Trump’s position towards Putin, who has come to depend on Iranian support for his war in Ukraine. Trump could offer to restrain Netanyahu in the future as a bargaining chip with Putin in his gamble to secure a deal on Ukraine.  Pivot to China  While Ukraine and the Middle East are two areas in which change looms, relations with China will most likely be characterised more by continuity than by change. With Chinese relations being perhaps the key strategic foreign policy challenge for the US, the Biden administration continued many of the policies Trump adopted in his first term – and Trump is likely to double down on them in a second term.  A Trump White House is likely to increase import tariffs, and he has talked a great deal about using them to target China. But Trump is also just as likely to be open to pragmatic, transactional deals with Chinese president Xi Jinping. Just like in relations with his European allies in Nato, a serious question mark hangs over Trump’s commitment to the defence of Taiwan and other treaty allies in Asia, including the Philippines, South Korea, and potentially Japan. Trump is at best lukewarm on US security guarantees.  But as his on-and-off relationship with North Korea in his first term demonstrated, Trump is, at times, willing to push the envelope dangerously close to war. This happened in 2017 in response to a North Korean test of intercontinental ballistic missiles.  The unpredictability of the regime in Pyongyang makes another close brush of this kind as likely as Trump’s unpredictability makes it conceivable that he would accept a nuclear-armed North Korea as part of a broader deal with Russia, which has developed increasingly close relations with Kim Jong-un’s regime.  Doing so would give Trump additional leverage over China, which has been worried over growing ties between Russia and North Korea.  Preparing for a Trump White House  Friends and foes alike are going to use the remaining months before Trump returns to the White House to try to improve their positions and get things done that would be more difficult to do once he is in office.  An expectation of a Trump push for an end to the wars in Ukraine and the Middle East is likely to lead to an intensification of the fighting there to create what the different parties think might be a more acceptable status quo for them. This does not bode well for the humanitarian crises already brewing in both regions.  Increasing tensions in and around the Korean peninsula are also conceivable. Pyongyang is likely to want to boost its credentials with yet more missile – and potentially nuclear – tests.  A ratcheting-up of the fighting in Europe and the Middle East and of tensions in Asia is also likely to strain relations between the US and its allies in all three regions. In Europe, the fear is that Trump may make deals with Russia over the head of its EU and Nato allies and threaten them with abandonment.  This would undermine the longevity of any Ukrainian (or broader European) deal with Moscow. The relatively dismal state of European defence capabilities and the diminishing credibility of the US nuclear umbrella would not but help to encourage Putin to push his imperial ambitions further once he has secured a deal with Trump.  In the Middle East, Netanyahu would be completely unrestrained. And yet while some Arab regimes might cheer Israel striking Iran and Iranian proxies, they will worry about backlash over the plight of Palestinians. Without resolving this perennial issue, stability in the region, let alone peace, will be all but impossible.  In Asia, the challenges are different. Here the problem is less US withdrawal and more an unpredictable and potentially unmanageable escalation. Under Trump, it is much more likely that the US and China will find it hard to escape the so-called Thucydides trap – the inevitability of war between a dominant but declining power and its rising challenger.  This then raises the question of whether US alliances in the region are safe in the long term or whether some of its partners, like Indonesia or India, will consider realigning themselves with China.  At best, all of this spells greater uncertainty and instability – not only after Trump’s inauguration but also in the months until then.  At worst, it will prove the undoing of Trump’s self-proclaimed infallibility. But by the time he and his team come to realise that geopolitics is a more complicated affair than real estate, they may have ushered in the very chaos that they have accused Biden and Harris of. 

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The world economy is underperforming as a result of tight monetary policies, weaker global trade, a slowing Chinese economy and uncertainty around the US election. An escalation of conflict in the Middle East could increase uncertainties, harming inflation reduction efforts and hurting growth. It has been over a year since the Hamas-led attack on Israel. Israel’s response in Gaza has resulted in widespread destruction and significant loss of life. The conflict has since expanded beyond Gaza, involving the Houthis in Yemen, Hezbollah in Lebanon and Iranian strikes targeting Israel. In addition to the awful humanitarian cost of the conflicts, the war and the possibility of its further expansion pose significant repercussions for the global economy. This article discusses three potential ways in which the current conflict and a wider conflict in the Middle East could affect the global economy. Increased geopolitical uncertainties First and foremost, an escalation of the Middle East conflict could lead to greater geopolitical uncertainties. Figure 1 shows the evolution of the geopolitical risk (GPR) and geopolitical acts (GPRA) indices (Caldara and Iacoviello, 2022) – these are text-based measures of heightened uncertainties due to adverse geopolitical events such as wars, terrorism and international tensions. (See this article for more discussion about these measures.) Following the Hamas-led attack on 7 October 2023, both the overall GPR index and its ‘war and terror acts’ component spiked strongly, to a level higher than that seen during the ISIS attack in Paris in November 2015. Both indices eased significantly in the months following October 2023 despite the continuation of the conflict. But they jumped again following Israel’s attack on southern Lebanon in September 2024. As of mid-October 2024, the GPR and GPRA remain, respectively, 21% and 35% higher than their historical averages.   What might be the consequences of such elevated levels of risk? Research tells us that higher geopolitical risk raises oil prices (Mignon and Saadaoui, 2024). It also reduces global investment and increases inflation (Caldara et al, 2022). Greater geopolitical risk has a significantly negative impact on business and consumer confidence in several advanced economies (de Wet, 2023). This is because consumers typically cut non-essential spending and businesses postpone investment decisions during turbulent times. This reduces firm-level investment, particularly for businesses with higher initial investment costs and greater market power (Wang et al, 2023). Higher geopolitical risks also reduce global trade and financial flows, causing greater volatility in capital flows in emerging markets (Kaya and Erden, 2023). Oil production cuts and higher energy prices The second way in which the Middle East conflict could affect the global economy is its impact on energy prices, both directly through production cuts and indirectly through greater uncertainties. In response to Israel’s actions against its neighbours, the Organization of the Petroleum Exporting Countries (OPEC) could reduce oil production to penalise countries supporting Israel. A similar action in the 1970s led to a significant jump in oil prices, which contributed to years of stagflation, with higher global inflation and recessions in major economies. Before Israel's attack on Lebanon at the end of September, oil prices had been declining due to falling demand, particularly from China. On the supply side, oil production had increased in Canada and the United States, countering the production cuts by OPEC, and Saudi Arabia was expected to increase oil production from December. But the situation quickly reversed following Israel’s attack on Lebanon. Oil prices jumped by nearly $10 per barrel within a week, before easing by around $5 per barrel. While the immediate oil price impact of Israel’s attack has mostly faded, the potential for higher oil (and other energy) prices still poses a risk to global inflation and economic activity (Liadze et al, 2022). To provide further context for the potential scale of this impact, we can show what would happen if oil and gas prices were to remain $10 higher for two years than the baseline levels projected in the Summer Global Economic Outlook from the National Institute of Economic and Social Research (NIESR), using NIESR’s Global Macroeconometric Model (NiGEM). The results demonstrate that the $10 rise in oil and gas prices increases inflation by around 0.7 percentage points in major economies in the first year (see Figure 2). The impact is higher in China, where the economy relies relatively more on oil imports for its strong manufacturing industries. The inflationary pressures persist for two years despite central banks’ efforts to curb inflation by increasing interest rates.   The effect of higher oil and gas prices on real GDP is shown in Figure 3. In the scenario described above, GDP would fall by 0.1-0.2% in major economies immediately. Partly due to higher interest rates, real GDP would continue to weaken for three years following the shock. After this, economic activity would start to return to base levels as oil and gas prices revert to their levels in the baseline forecast.   Increased shipping costs and supply chain disruptions A wider conflict in the Middle East could also affect the economy through higher shipping costs and supply chain disruptions. Houthi attacks on commercial ships in the Red Sea in late 2023 showed that such disruptions can have a huge impact on global trade through shipping, which comprises 80% of world trade volume. Following the rocket attacks by the Houthi rebels, some commercial shipping re-routed from the Red Sea to the Cape of Good Hope, leading to significant delays in travel times and increased freight costs. As a result, the Shanghai Containerized Freight Index – a measure of sea freight rates – rose by around 260% in the second quarter of 2024 with additional disruptions to supply chains. Our analysis shows that an increase of 10 percentage points in shipping cost inflation can lead to import prices rising by up to around 1% and consumer inflation increasing by around 0.5% in OECD countries. As Figure 4 shows, the impact of shipping costs on inflation shows its full effects over six quarters. This means that inflationary concerns could be with us for the next year and a half as a result of higher shipping costs that may emerge from any possible escalation of the Middle East conflict.   Wider economic implications and policy responses While rising geopolitical risk and increased oil and shipping costs can each individually exert upward pressure on inflation and may slow down economic activity in the global economy, the combined impacts are likely to be greater. Countries with stronger trade and financial ties to the Middle East and those that rely heavily on oil imports as an input for domestic production would be most affected. On the monetary policy front, central banks may have to take a more hawkish stance in response to rising inflationary pressures from the Middle East conflict. This could lead to higher interest rates, which would further dampen economic activity, particularly in an environment where there are already recessionary concerns in some major economies. Beyond its immediate economic implications, an escalation of the Middle East conflict could trigger large-scale displacement of people, which would increase economic and social pressures on neighbouring countries. Many countries may also have to increase their military spending in response to growing regional tensions. Given that public debt levels are already elevated in many countries due to successive shocks to the global economy over the past decade, any additional defence spending could come at the expense of public infrastructure investments that would otherwise boost productivity growth. Overall, the global economy is already underperforming as a result of the lagged effects of tight monetary policies, weaker global trade, a slowing Chinese economy and uncertainties surrounding the upcoming US election and possible changes to US trade policy. A potential escalation of conflict in the Middle East could exacerbate the situation by increasing uncertainties, harming efforts to bring down inflation and reducing global GDP growth. Over the medium and long term, it could further damage the global economy, with the possibility of refugee crises as well as increased defence spending, making the effects more complex and longer lasting. This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.

Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The fall of President Bashar al-Assad has left a critical question: After a half-century of brutal dynastic rule has come to an end, who speaks for Syrians now? One group staking a major claim for that role is Hayat Tahrir al-Sham, which, under the leadership of Abu Mohammad al-Golani, spearheaded the opposition advance that toppled Assad. But what does the group stand for? And who is al-Golani? The Conversation turned to Sara Harmouch, an expert on Islamist militant groups, for answers. What is Hayat Tahrir al-Sham? Hayat Tahrir al-Sham has its roots in the early stages of the Syrian civil war, which began in 2011 as a popular uprising against the autocratic government of Assad. The group originated as an offshoot of the Nusra Front, the official al-Qaida affiliate in Syria. Hayat Tahrir al-Sham was initially recognized for its combat effectiveness and its commitment to global jihadist ideology, or the establishment of strict Islamic rule across the Muslim world. In a shift in 2016, the Nusra Front publicly cut ties with al-Qaida and adopted the new name Jabhat Fateh al-Sham, which means “Front for the Conquest of the Levant.” The following year, it merged with several other factions in the Syrian war to become Hayat Tahrir al-Sham, or the “Organization for the Liberation of the Levant.” This rebranding aimed to move away from al-Qaida’s global jihadist agenda, which had limited the group’s appeal within Syria. It allowed Hayat Tahrir al-Sham to focus on issues specific to Syrians, such as local governance, economic issues and humanitarian aid. Despite these changes, Hayat Tahrir al-Sham’s core ideology continues to be rooted in jihadism, with the primary objective of overthrowing the Assad government and establishing Islamic rule in Syria. Who is al-Golani? How central is he to the group’s success? Abu Mohammed al-Golani was born Ahmed al-Sharaa in 1982 in Saudi Arabia. Al-Golani spent his early years in Damascus, Syria, after his family returned from Saudi Arabia in 1989. His jihadist career began in Iraq, where he joined fighters aligned with al-Qaida after the 2003 U.S.-led invasion. In 2011, under the direction of Iraqi militant and then-al-Qaida in Iraq leader Abu Bakr al-Baghdadi, al-Golani was tasked with establishing the Nusra Front in Syria. The group quickly became a formidable force within the Syrian civil war. It was under al-Golani’s leadership that Hayat Tahrir al-Sham sought to portray itself as pragmatic, less focused on global jihad and more on governance issues in the region of Idlib, Syria’s largest rebel stronghold. This shift in strategy forms part of al-Golani’s effort to transform his national and global image from that of a jihadist leader to a more politically viable figure in Syrian politics. Al-Golani’s shift toward a more pragmatic approach, particularly post-2017, has been crucial in helping Hayat Tahrir al-Sham control territories and assert itself as a regional governing force. His recent moves, like adopting a more moderate persona and engaging in traditional public service, reflect al-Golani’s central role in the military and the political evolution of Hayat Tahrir al-Sham – underpinning the group’s hold on power and its efforts at gaining legitimacy both locally and internationally. How did the group rise to become a major force in Syria? To keep power over the territories it controlled, Hayat Tahrir al-Sham employed a mix of strategies that includes establishing governance systems that could provide stability and services while legitimizing their control in the eyes of local populations. Aiming to expand and take more territory, the group’s leaders concluded that it needed to win over the international community to minimize international opposition and effectively work with the broader Syrian revolutionary movement. This involved working with other actors in Syria, aiming to present a united front that could be more palatable to international observers and potential allies. To do that locally, Hayat Tahrir al-Sham brought many groups within Syria under its control. Regionally and internationally, it reshaped its image through public relations campaigns, such as engaging in social services. Since 2017, Hayat Tahrir al-Sham has been the prevailing force in Idlib, which, after government forces retook control of Aleppo in December 2016, emerged as the last major bastion for various rebel groups. Over the years, the group has solidified its control in the region by functioning as a quasi-governmental entity, providing civil services and overseeing local affairs – such as controlling highways and collecting duties on commercial trucking – despite reports of human rights abuses. In recent years, Hayat Tahrir al-Sham’s propaganda has emphasized protecting Syrian territory and its people from the Assad government. This has helped the group enhance its position among local communities and other rebel groups. In an effort to further burnish its image, Hayat Tahrir al-Sham ramped up its public relations efforts, both at home and abroad. For example, it has engaged with international media and humanitarian organizations to negotiate – and film – aid deliveries to the areas it governs. Doing so helped Hayat Tahrir al-Sham gain some local support, positioning itself as a defender of Sunni Muslim interests. Meanwhile, Hayat Tahrir al-Sham bolstered its military capabilities by establishing a military academy, reorganizing its units into a more conventional military structure and creating specialized forces adept at executing coordinated and strategic attacks. The recent advance appears to be proof that this strategy has paid off. What does the US think of the group and al-Golani? The U.S. has long listed al-Golani as a Specially Designated Global Terrorist and the Nusra Front as a Foreign Terrorist Organization. In May 2018, the U.S. State Department expanded this designation to include Hayat Tahrir al-Sham. As a result of these designations, the group and its members face legal restrictions, travel bans, asset freezes and banking restrictions. Additionally, the State Department’s Rewards for Justice program is offering up to US$10 million for information on al-Golani. However, news has been circulating that the U.S. is considering removing the $10 million bounty on the Hayat Tahrir al-Sham leader, while the United Kingdom is thinking of removing the group from its terror list. What happens if al-Golani emerges as a post-Assad leader? First, we should note that these are very early days, and it remains unclear what Syria will look like post-Assad. But based on my years researching Islamic history and Hayat Tahrir al-Sham, I’m willing to venture a few educated guesses. Historically, Islamic empires have used distinct governance frameworks to drive their expansion and administration, which might inform Hayat Tahrir al-Sham’s approach to mirroring these successful strategies. First, I think al-Golani is likely to strive for authentic religious leadership, positioning himself as a leader whose personal piety and adherence to Islamic principles align with the religious sentiments of the population at large. This could be complemented by Hayat Tahrir al-Sham emphasizing the role of Sunni Islam in Syria’s state functions and integrating religious legal practices into the nation’s laws. Just as it has established on a localized scale, effective administration might become a cornerstone of Hayat Tahrir al-Sham governance. In Idlib, for example, the group established systems for taxation and community engagement. This is essential for building trust, especially among previously marginalized groups. Additionally, by allowing some autonomy for regions within Syria, Hayat Tahrir al-Sham could mitigate the risk of unrest, balancing strict Islamic law enforcement with Syria’s cultural and ethnic diversity. Overall, should Hayat Tahrir al-Sham under al-Golani try to steer the formation of Syria’s new government, we might expect a governance approach that aims for a blend of traditional Islamic governance and modern statecraft, striving to stabilize and unify the diverse and war-torn country. However, the group’s controversial status and history of militant activities could pose significant challenges in gaining widespread international recognition and internal support. Sections of this article were first published in an article for The Conversation on Dec. 2, 2024.

Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Abstract This analysis focuses on possible short and medium-term effects of Trump’s election as the 47th President of the United States. This paper starts with a brief account of Trump’s first presidency and then continues to account for major challenges that Trump’s administration will have to face domestically,The central part of the analysis focuses on the geopolitical consequences of Trump’s election. In particular, the author looks at Europe (the ongoing war in Ukraine): Middle East and Far East – especially China.The paper concludes with the author's conviction that the next few years will bring decisive changes likely to usher in the new world order.Keywords: Trump, US, Europe, Security, Geopolitics Introduction Donald Trump's election as the 45th President of the United States in 2017 had significant and far-reaching effects on world politics, marking a departure from previous administrations' approaches to foreign policy and international relations. Trump's presidency shifted from globalization to isolationism, protectionism, and nationalism (Kawashima, 2017). His "America First" strategy emphasized unilateral action and challenged the liberal international order the United States had led and protected since World War II (Mansbach, 2021). This approach has strained relationships with traditional allies, particularly in Europe, while simultaneously raising authoritarian leaders (Mansbach, 2021). Interestingly, Trump's election immediately negatively impacted trust in the U.S. government in Latin America, as demonstrated by a regression discontinuity design study (Carreras et al., 2021). Additionally, his controversial policies, such as the trade war with China, have had significant impacts on the global economy (Sahide et al., 2024). The Trump administration's foreign policy towards the Islamic World was notably less friendly compared to the Obama era, causing tensions in US-Islamic World relations (Bahari & Sahide, 2022). There seems to be a consensus that Trump's presidency accelerated societal processes, undermined democratic institutions, and encouraged hyperpartisanship within political institutions (James, 2021). While he did not always succeed in implementing major policy changes or fulfilling campaign promises, his leadership style and policy decisions significantly altered the global perception of the United States and its role in world politics, creating what some scholars describe as " a more dangerous world" (Mansbach, 2021).  Admittedly, Trump does not seem to be exceptionally hawkish when it comes to using military tools in the conduct of U.S. foreign policy. Let us remember that Barak Obama (Democratic Party), who was awarded the Nobel Peace Prize, ordered airstrikes in seven different countries (Afghanistan, Pakistan, Libya, Yemen, Somalia, Iraq and Syria) (Liptak, 2014). During first Trump’s presidency, no new campaigns were started, although the intensification of the existing ones allegedly increased. Ultimately, it was Trump who was mainly behind the withdrawal of the U.S. troops from Afghanistan. Trump 2.0 November 2024 Presidential elections brought sweeping changes to the American political kaleidoscope. Donald Trump took a decisive victory over the Democratic candidate, Vice-President Kamala Harris, securing 312 electoral votes (with 270 being a victory threshold). Republicans also won the Senate with 52 seats against 47 and the House with 218 seats against 212. (Election Centre 2024).  This is arguably one of the most important political events in the world in 2024. Already Trump’s declarations regarding the first decisions to be taken once sworn in office on the 20th of January next year, plus his appointments for top offices in the U.S. administration, have caused a furore – a phenomenon referred to by many as the so-called ‘Trump Effect’. As much as political scientists, cognitive anthropologists or psychologists usually use this term to refer to racially inflammatory Elite Communication (Newman et al., 2020), this short analysis will look at the tectonic shifts in international relations, international security system and geopolitics that have already happened or are likely to occur after the 20th of January 2025. U.S. – politics Undoubtedly, the U.S. economy, society, and political system are in deep crisis. Economically, the Americans have been doing worse than ever since the Second World War. Inflation is rampant; economic inequality is very high; unemployment is on the rise; the state of infrastructure is relatively poor, and the level of public services is far from desirable, whereas taxation is reaching new heights amidst a slowing economy and diminishing number of small and medium enterprises (USA FACTS). Societywise, the problems are equally severe. According to Pew Research, the top issues facing the U.S. in this category are in the order of importance from top to bottom: the affordability of healthcare, drug addiction, illegal immigration, gun violence, violent crime, the state of moral values, the quality of public k-12 schools, Climate change, international terrorism, infrastructure condition, domestic terrorism and racism (Pew Research Centre, 2024). One should also add here the rising “wokeness’ of the American educational system, which poses a great challenge to the cohesion of the society and its future in terms of military power.  Politically, the picture is not better. According to the same research institution (Pew), the biggest problems that the U.S. political system faces are: political leaders do not face the consequences if they act unethically, it is difficult to find unbiased information about what is happening in politics, Congress accomplishes less than people give it credit for, the Federal Government does less for ordinary Americans than people give it credit for. Other problems include the role of special interest groups and lobbyists in policymaking, the cost of political campaigns and the animosity between the Republicans and the Democrats, which, in consequence, causes the inability of the political system to solve critical societal problems (Pew Research Centre, 2023). The first and foremost task ahead of Trump is to rectify problems at home. His Agenda47 (Republican Platform) declares 20 core promises: seal the border and stop the migrant invasion, carry out the largest deportation operation in american history, end inflation, and make america affordable again, make america the dominant energy producer in the world, by far, stop outsourcing, and turn the United States into a manufacturing superpower, large tax cuts for workers, and no tax on tips, defend the constitution, the bill of rights, and fundamental freedoms, including freedom of speech, freedom of religion, and the right to keep and bear arms, prevent world war three, restore peace in europe and in the middle east, and build a great iron dome missile defense shield over our entire country -- all made in america, end the weaponization of government against the american people, stop the migrant crime epidemic, demolish the foreign drug cartels, crush gang violence, and lock up violent offenders, rebuild cities, including washington dc, making them safe, clean, and beautiful again, strengthen and modernize the military, making it, without question, the strongest and most powerful in the world, keep the U.S. dollar as the world's reserve currency, fight for and protect social security and medicare with no cuts, including no changes to the retirement age, cancel the electric vehicle mandate and cut costly and burdensome regulations, cut federal funding for any school pushing critical race theory, radical gender ideology, and other inappropriate racial, sexual, or political content on children, keep men out of women's sports, deport pro-hamas radicals and make college campuses safe and patriotic again, secure our elections, including same day voting, voter identification, paper ballots, and proof of citizenship and lastly unite the country by bringing it to new and record levels of success (Agenda 47).  International Politics Internationally, Trump faces many challenges. His presidency will have to address three primary regions defined geographically: Europe, the Middle East and the Far East. - Europe As far as Europe is concerned, the most pressing issue is the war in Ukraine. During his campaign, Trump repeatedly declared that his administration's support for the continuation of the U.S. support for the war effort against Russia would be terminated during the first 24 hours of his presidency (Hansler, 2024). As a consequence, shortly after Trump’s winning the White House race, the outgoing administration under POTUS Joe Biden finally allowed the Ukrainians to attack Russian territory with American long-range ballistic missiles (ATACMS), which allegedly came in as a response to the North Korean decision to send its troops to support Russian soldiers against Ukraine (Entous, Schmitt and Barnes, 2024). Next, in counter-response, President Putin of the Russian Federation signed a new nuclear Doctrine into power. Chillingly, it declares that Russia may use its nuclear weapons against any nuclear state, even in case of a conventional attack (Associated Press, 2024). As of the beginning of December 2024, the media are full of reports of an alleged concentration of Russian troops near the Ukrainian border, fueling speculation about an imminent mass invasion, this time with cities such as Kyiv being targeted in a conventional terrain operation (Bodner, De Luce and Smith, 2024).  One can only speculate what all this means and how far we are from the outbreak of the III World War (Sky News, 2024). Some things are, however, more or less evident. Firstly, the current escalation of war in Ukraine is likely a direct effect of Trump's winning and his declaration to end the war as soon as possible. The more the Russian troops advance in the field, the higher they can bid once the peace talks begin. Similarly, the more complex the situation in the field (Biden’s decision regarding the use of ATACMS), the more challenging it will be for Trump and his administration to achieve peace. Knowing the radically different approach to conflict with Russia of President Trump, the outgoing administration and national security advisors most likely wanted to achieve militarily as much as possible before they were ousted from their jobs. Secondly, Trump declared on numerous occasions that if European members of NATO want to continue their support for Ukraine, they should take the whole responsibility. He singled Germany, France, and Poland out. Poland, for that matter, enthusiastically agreed to carry on the baton and declared that it was ready to bear the heavy burden. In the words of Deputy Foreign Minister Andrzej Szejna, when participating in a radio broadcast, “We [Poland] are ready to take over the large part of the costs of supporting Ukraine” (Nczas Info, 2024). At the same time on the 3rd of December, the new Secretary General of NATO – Mark Rutte, during his meeting with the U.S. Secretary of State Antony Blinken, openly declared: “The immediate priority must be to provide more arms to the country's forces as Russia gains territory along the battlefront in eastern Ukraine.The [Ukrainian] front is not moving eastwards. It is slowly moving westwards. So, we have to make sure that Ukraine gets into a position of strength, and then it should be for the Ukrainian government to decide on the next steps in terms of opening peace talks and how to conduct them." (VoA, 2024). To sum up, it looks like the current escalation, according to theoretical models such as those proposed by Herman Kahn in 1965 – a Cold War physicist - we are at stage 12 of 44 steps on the escalation ladder. As comforting as one might think it is, let us remember that according to Kahn’s theory, a local nuclear war takes place as early as at step 21 (Tinline, 2023). As history has proved many times, it is difficult, if impossible, to wage a systemic war on two fronts at the same time. Given the economic and military challenges perceived by Trump during his first tenure as U.S. President (See: A New National Security Strategy for a New Era, 2017), China is the challenger number one for the position of the United States in the international system and especially in the Indo-Pacific region. Accordingly, China wants to reorder the area in its favour. Would it be too much of a stretch of the imagination to claim that most likely, given the context above, Trump will probably arrange for peaceful talks with Russia over Ukrainian political and military leadership heads’? What will he want? Probably Russia’s neutrality in the face of the coming escalation of the conflict between the U.S. and China. What can he offer? Probably a big part of Ukrainian territory and the amendment to the Ukrainian constitution, according to which the country should forever be neutral militarily and politically. At the same time, the American withdrawal from Europe will most probably create a void that is most likely to be filled by Germans. The vision of the current German cabinet was elaborated on August 24, 2022, by Chancellor Olaf Scholz at Charles University in Prague. It paints a broad picture of the future of the EU at the beginning of the 3rd decade of the 21st century against the backdrop of the Russian invasion of Ukraine. Among the four ‘revolutionary’ ideas mentioned by Scholz, two stand out in particular. Firstly, given the further enlargement of the European Union for up to 36 states, a transition is urged to majority voting in Common Foreign and Security Policy. Secondly, regarding European sovereignty, the German Chancellor asserts that Europeans grow more autonomous in all fields, assume greater responsibility for their security, work more closely together, and stand yet more united to defend their values and interests worldwide. In practical terms, Scholz indicates the need for one command and control structure for European defence efforts (The Federal Government, 2022).  The leadership is not always openly claimed, at least verbally. Instead, the German National Security Strategy of 2023 mentions Germany's ‘special responsibility’ for peace, security, prosperity, and stability and the Federal Government’s ‘special responsibility’ for establishing the EU Rapid Deployment Capacity. (German National Security Strategy, 2023). In the same vein, German leadership posits their country as a leader in European Security, declaring the importance of becoming the ‘best equipped armed force’ in Europe (Euronews, 2022). Let us also remember that Berlin vigorously supported the latest proposal for a European army, which presumably might serve as a vehicle for further European integration towards the federalization of Europe.  At the same time, the prospect of federalization will face two major challenges: firstly, the future of transatlantic relations is less than certain, especially the economic competition between the EU and the U.S. European Commission President Ursula Von Der Leyen signalled the possibility of an economic war with the U.S. as a response to Trump declared protectionism of the American economy (Berg, Meyers, 2024). Secondly, the EU is highly inefficient in energy, so the question of future energy security becomes a priority. The ongoing conflict between Ukraine and Russia and the redirection of Russian gas to China will profoundly affect the future of European economic development amid the so-called ‘Fit-for-55’ -  a set of proposals to revise and update EU legislation to achieve a target of reducing net greenhouse gas emissions by at least 55% by 2030 (Fit for 55, 2024). - Middle East As of the writing of this paper, one sees the escalation of the war in Syria. According to the United Nations Office for the Coordination of Humanitarian Affairs (OCHA), “ongoing hostilities in northern Syria continue to expand to other parts of the country, endangering civilians and humanitarian workers, causing severe damage to critical infrastructure and disrupting humanitarian operations. As of 5 December, at least 178,000 people have been displaced due to the recent escalations in northern Syria, including 128,000 newly displaced and 39,000 displaced at least twice. Figures are still being reconciled, noting that UNHR and NGOs operating in the northeastern part of Syria estimate that between 60,000 and 80,000 people have been newly displaced there, including more than 25,000 currently hosted in collective centers”. (OCHA, 2024). According to international media (CBC News, 2024): ”Syria's long-running civil war came to a head Sunday when opposition forces entered the capital city of Damascus and the government of President Bashar al-Assad collapsed. Russian state media later reported that Assad and his family had fled to Moscow. Crowds gathered in Damascus to celebrate the fall of Assad's government with chants, prayers and occasional gunfire, marking the end of a regime that, between the ousted President and his father, had ruled over Syria for half of a century.” […] "At long last, the Assad regime has fallen," President Biden said Sunday afternoon at the White House after convening his national security team to discuss the developments. He said the fall of Assad presented a "historic moment of opportunity" and pledged support for Syria and its neighbours against any threats” (Ott, 2024). Syria seems to be just another litmus test of the so-called regional security complex in the Middle East. As such, the war in Syria is obviously but a puzzle in a much bigger jigsaw that includes all major powers that operate in the region: the U.S.A, Israel, Russia, Turkey and Iran to name the most obvious ones. All of the above are deeply engaged in Middle East politics for the sake of their national interests and international security strategies. All of the above deserve separate analyses. For the sake of this paper, however, the author will focus only on the U.S. According to Douglas Macgregor and Dave Ramaswamy, “The fear in many nations’ capitals is that President Donald Trump’s return to Washington might make Israel feel more confident in attacking Iran. According to Mike Evans, founder of the Friends of Zion Museum in Jerusalem, “There is no world leader Trump respects more than Netanyahu.”  The evangelical leader also confides that President Trump would support an Israeli attack before his inauguration on the assumption that the destruction of Iran’s oil production facilities would devastate Iran’s economy, inducing Iran to end the war with Israel before President Trump assumes his office. This thinking by no means excludes an Israeli decision to strike Iran’s nuclear development sites as well.” (Macgregor & Ramaswamy, 2024). In their article, they state that “If America joins Israel in its war against Iran, the outcome will be a geopolitical showdown that could dramatically alter the world as we know it. It is the storm of the 21st century and, for the moment, the American ship of state is sailing right into it. “ They consequently pose four fundamental questions:  1. What is the American purpose in waging war against Iran? Is Washington’s purpose to destroy the Iranian state? To destroy its capability to wage war against Israel? To eliminate Iran’s developing nuclear capability? Or to decapitate the Iranian state in the hope that the Iranian people will overthrow their national government? 2. How will U.S. military power achieve the objectives? 3. What is the desired end state? What does the President want Iran and the region that surrounds it to look like when the fighting ends? 4. What is the strategic cost to the American people if Washington declines to participate in a regional war begun by Israel?  They conclude by asking yet another, perhaps the most crucial question: what do Netanyahu’s goals mean for the health of the American economy and the stability of the international system? Can Israel survive without attacking its numerous enemies?  The next couple of months are likely to bring at least some answers to some of these questions. Importantly, expert voices concerning the future of Israel seem to be abounding more and more (Teller, 2024). - China and the Far East Finally, there is a question of China. As mentioned before, Trump sees China as a major challenger to the role and position of the U.S. in the international system. The Republicans and the Democrats may be divided by numerous issues, but there is at least one regarding which they stay united. The true bipartisanship revolves around the Chinese challenge. Both parties, therefore, claim that the possibility of a systemic conflict with China is not a science fiction scenario. On November 20, 2024, a bipartisan group of lawmakers in the U.S. Congress heard that the U.S. had to prepare for a potential conflict with China by raising its defence spending to more than 3 per cent of GDP. (South China Morning Post, 2024). The recommendation came during an interactive exercise for members of the House Select Committee on China, based on a scenario predicted for 2026 and hosted by Washington-based think tank the Centre for Strategic and International Studies (CSIS). The report titled: The First Battle of the Next War Wargaming a Chinese Invasion of Taiwan, authored by Mark F. Cancian, Matthew Cancian and Eric Heginbotham opens with a chilling question: “What would happen if China attempted an amphibious invasion of Taiwan? CSIS developed a wargame for a Chinese amphibious invasion of Taiwan and ran it 24 times. In most scenarios, the United States/Taiwan/Japan defeated a conventional amphibious invasion by China and maintained an autonomous Taiwan. However, this defence came at a high cost. The United States and its allies lost dozens of ships, hundreds of aircraft, and tens of thousands of service members. Taiwan saw its economy devastated. Further, the high losses damaged the U.S. global position for many years. China also lost heavily, and failure to occupy Taiwan might destabilize Chinese Communist Party rule. Victory is, therefore, not enough. The United States needs to strengthen deterrence immediately.” (The First Battle of the Next War, 2023). They go on to claim that: “China’s leaders have become increasingly strident about unifying Taiwan with the People’s Republic of China (PRC).1 Senior U.S. officials and civilian experts alike have expressed concern about Chinese intentions and the possibility of conflict. Although Chinese plans are unclear, a military invasion is not out of the question and would constitute China’s most dangerous solution to its “Taiwan problem”; it has therefore justly become a focus of U.S. national security discourse.” China has grown increasingly assertive over the last decades and sees no reason to continue accepting a dominated world that facilitates the benefits of Western powers, especially the U.S.A. At a recent G20 summit in Rio de Janeiro in Brazil (November 2024), the President of China openly called for a multipolar world (Xinhua, 2024). In his words: “China and Brazil stay committed to peace, development, fairness and justice. We have similar or identical views on many international and regional issues. Both are staunch defenders of the basic norms of international relations and multilateralism, coordinating closely and consistently within the United Nations, G20, BRICS and other international organizations and multilateral mechanisms on crucial issues, including global governance and climate change. Not long ago, China and Brazil jointly issued a six-point common understanding on political settlement of the Ukraine crisis. Our initiative has received a positive response from the international community. China and Brazil, embracing our roles and responsibilities as major countries, have contributed to a multipolar world, conduced to greater democracy in international relations and injected positive energy into global peace and stability.” (Xinhua, 2024 b).  Conclusion Taiwan has long been a global security issue and a point of concern on the geopolitical maps of the national security planners of great powers. It is not the only one, though. The war between the Koreas is formally not over (recently, North Korea allegedly sent soldiers to back Russia in its Special Military Operation in Ukraine); the American military presence in the Far East and South East Asia is likely to remain an issue, especially from the point of view of Beijing. Central Asia, with its geopolitical environment, religious activism and economic challenges, is likely to rise in importance as a chessboard for great powers. As the weight and focus of International Relations is relocating back to Asia (Euroasia rather than the North Atlantic Area), China and Russia are more likely to hold the keys to international peace and security than the United States. On top of that, one needs to look out for North Africa as a source of continuing instability and massive migration, especially to Europe. All in all, Trump’s next presidency will surely bring a lot of interesting developments, which are likely to fuel a new world order.  References - A New National Security Strategy for a New Era, 2017. NSS_BookLayout_FIN_121917.indd - Agenda 47. https://www.donaldjtrump.com/platform - Associated Press, Nov. 8, 2024. “The Kremlin has revised its nuclear policy. Does that make the use of atomic weapons more likely?” https://apnews.com/article/russia-nuclear-doctrine-putin-ukraine-war-b5ee115aa2099fa247f630e16da861d8- Bahari, Diana Mutiara, and Ahmad Sahide. 2022. “The Comparison of The United States Foreign Policy Against The Islamic World Under President Barack Obama and President Donald Trump Administration.” Journal of Islamic World and Politics 6 (2): 270–97. https://doi.org/10.18196/jiwp.v6i2.13060. - Berg, Aslak and Meyers, Zach. 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Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском With the rise of Russia and China, the world is shifting dramatically from a unipolar US-dominated order to a multipolar one. Russia’s strategic alliances, along with China’s Belt and Road Initiative and economic growth, are reshaping global power dynamics. On the other hand, the United States’ military interventions and isolationist moves have raised a critical question: can it adapt to this new global reality, or will it continue to lose influence on these emerging powers? The Decline of U.S. Global Dominance The global order is witnessing a transformative period, from a unipolar order under US dominance to a multipolar one. The latter provides other major powers an extensive opportunity to challenge the US-led global system. China, Russia, and even the middle powers use this waning US influence to expand their global political clout. The rise of these powers is altering the global balance of power. Numerous US policy decisions have weakened its position in the global sphere. The militarization approach of the United States and the successive unpopular government policies have made its fall inevitable. The realist theorists attempt to attribute these changes in global power distribution as a result of the anarchic world system. China’s Belt and Road Initiative (BRI) and its growing economic might present the strongest challenge to the US economic and military hegemony in the world. The BRI has posed it as an indispensable economic partner of the countries across the three continents including Africa, Asia, and Latin America due to the investment of trillions of dollars in infrastructural projects. Moreover, its trade volume reached $6 trillion in 2022 surpassing the US trade volume of $4.9 trillion. This economic might has enabled it to entice states that became weary of the US’s harsh approach towards the developing and underdeveloped world. The Emergence of a Multipolar World Order Furthermore, globalization has also prompted the Third World countries to partake in knowledge and economic competitions with the Western world.   The liberal theorists hold that the leveling effect of globalization enables it to redistribute power. The emergence of this new multipolar world order has made it difficult for the US to establish and maintain its influence over the globe and remain relevant in global governance. The rise of BRICS, with its share of 37.4 percent in the global GDP in 2023, and its decision to introduce its currency for mutual trade have challenged the US financial system, hastening the decline of the US-led economic and political order. Moreover, the US policies under a few former presidents have also contributed to the rapid decline of the country’s hegemony. United States military interventions in Iraq, Afghanistan, and the Middle East, its covert involvement behind sparking the Russia-Ukraine conflict, and its compliance in Israel’s war crimes in Gaza have all damaged Washington’s global standing. Its deadliest invasion of Iraq, under the pretext of unverified reports of WMDs, undermined its credibility and destabilized the whole Middle Eastern region. In addition, the United States failed invasion of Afghanistan also contributed to its malignity around the globe. Russia and China were emboldened by such US failures and challenged it economically, militarily, and ideologically. Leadership crises in the United States have also undermined its international standing. President-elect Donald Trump’s previous government damaged America’s reputation to a great extent. His decision to withdraw from the Paris Accord and his criticism of NATO also inculcated distrust among the country’s allies. The US also holds a reputation for betraying its allies after achieving its ambitions. Pakistan is one of the best examples of this. The United States had always had a transactional relationship with Islamabad. After achieving its regional ambitions, it has always imposed sanctions on the country. Therefore, the US allies have started thinking of it as an unreliable ally. President-elect Donald Trump’s re-election has once again inculcated frustration among the US allies. His stance on Ukraine has already been criticized by its allies. President-elect Donald Trump seeks an immediate and peaceful resolution of the Russia-Ukraine conflict. Recently, he called for an immediate ceasefire in Ukraine after meeting Ukrainian President Volodymyr Zelensky. He advocates a non-interventionist policy. Therefore, it is believed that the Russia-Ukraine conflict would come to an end after his final selection as the US President. Moreover, his presidency might also affect the unity of NATO, as he has always been critical of funding it. His “America First” approach also contributes to decreasing US influence and dominance over the world. President-elect Donald Trump’s crackdown against immigrants has also contributed to the United States’ isolation in the American region and beyond. In addition, Russia and China’s rise and BRICS expansion have also provided the middle powers and third-world countries a novel opportunity to form new alliances. The election of President-elect Donald Trump’s re-election, de-dollarization by BRICS, and the swift rise of Russia and China, along with other middle powers, all are contributing to the rapid decline of the US influence and dominance over the world.

Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском “Changes! We’re waiting for changes!” proclaimed Viktor Tsoi nearly 40 years ago, at the dawn of the Soviet perestroika. If one were to summarize the multitude of diverse and contradictory events, trends, and sentiments of the past year in a single phrase, it would be that the modern world is eagerly awaiting change. Much like the former USSR in the 1980s, few today can clearly define what these changes should entail or what their ultimate outcome will be. Yet, the idea of maintaining the status quo has evidently found little favor with the public over the past year. This impatient anticipation of change was reflected, for instance, in the outcomes of numerous elections held over the past 12 months across the globe. In total, more than 1.6 billion people went to the polls, and in most cases, supporters of the status quo lost ground. In the United States, the Democrats suffered a resounding defeat to the Republicans, while in the United Kingdom, the Conservatives were decisively beaten by the Labour Party. In France, Emmanuel Macron's once-dominant ruling party found itself squeezed between right-wing and left-wing opposition, plunging the Fifth Republic into a deep political crisis. The seemingly stable foundations of political centrism were shaken in Germany, South Korea, and Japan. Even the party of the highly popular Indian Prime Minister Narendra Modi failed to retain its parliamentary majority after the elections, and in South Africa, the African National Congress led by Cyril Ramaphosa also lost its majority. Pessimists might argue that abandoning the status quo in itself solves no problems, and the much-anticipated changes, as the final years of the Soviet Union demonstrated, do not necessarily lead to positive outcomes. Replacing cautious technocrats with reckless populists often backfires, affecting those most critical of the entrenched status quo. Optimists, on the other hand, would counter that the rusted structures of state machinery everywhere are in desperate need of radical modernization. They would add that the costs inevitably associated with maintaining the existing state of affairs at all costs far outweigh any risks tied to attempts to change it. The international events of the past year are also open to various interpretations. Pessimists would undoubtedly point out that none of the major armed conflicts carried over from 2023 were resolved in 2024. On the contrary, many of them showed clear tendencies toward escalation. For instance, in late summer, Ukraine launched an incursion into the Kursk region of Russia, and in mid-November, the U.S. authorized Kyiv to use long-range ATACMS missiles against targets deep within Russian territory. Meanwhile, the military operation launched by Israel in Gaza in the fall of 2023 gradually expanded to the West Bank, then to southern Lebanon, and by the end of 2024, to parts of Syrian territory adjacent to the Golan Heights. From the optimists' perspective, however, the past year demonstrated that the disintegration of the old international system has its limits. A direct military confrontation between Russia and NATO did not occur, nor did a large-scale regional war break out in the Middle East, the Taiwan Strait, or the Korean Peninsula. The economic results of 2024 are equally ambiguous. On one hand, the global economy remained heavily influenced by geopolitics throughout the year. The process of “technological decoupling” between the U.S. and China continued, and unilateral sanctions firmly established themselves as a key instrument of Western foreign policy. On the other hand, the world managed to avoid a deep economic recession despite the numerous trade and investment restrictions. Global economic growth for the year is expected to reach around 3%, which is quite respectable for such turbulent times, especially considering that the long-term effects of the COVID-19 pandemic have not yet been fully overcome. In 2024, the average annual global temperature exceeded pre-industrial levels by more than 1,5 °C for the first time, crossing another critical “red line”. However, the UN Climate Change Conference (COP29) held in November in Baku fell short of many expectations. At the same time, China reached its peak carbon emissions by the end of the year, achieving this milestone a full five years ahead of previously announced plans. In the past year, the UN Security Council managed to adopt only 12 resolutions, mostly of a humanitarian nature, clearly reflecting the declining effectiveness of this global governance body. For comparison, in 2000, the Security Council approved 29 resolutions, including key decisions on conflict resolution in the Balkans and Africa. At the same time, 2024 saw continued efforts to explore new formats for multilateral cooperation, including mechanisms within the BRICS group, which held its 16th summit in Kazan for the first time in its newly expanded composition. With enough imagination, one can easily find evidence in the past 12 months to confirm any omen or superstition traditionally associated with leap years. However, all these signs and superstitions predicting upheavals and catastrophes—while aligning with the pessimistic conclusions about the year now ending—do not apply to the year ahead. Human nature, after all, tends to lean more towards optimism than pessimism; if it were the other way around, we would still be living in caves. As they bid farewell to a difficult and challenging year, people around the world continue to hope for better times. And the mere act of hoping for the best is already significant in itself. As Johann Wolfgang von Goethe aptly remarked, “Our wishes are forebodings of our capabilities, harbingers of what we are destined to achieve”. Originally published in Izvestia.

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The social dimension of the Alliance The North Atlantic Treaty Organization, the organization created by the signatory states of the Washington Treaty to achieve the goals set by the Alliance, is an institution characteristic of the democratic realm, where governments depend on their respective public opinions when trying to establish a security policy. The people matter – and this is something we must keep in mind – when reflecting on their future. The simplest and most logical answer to the question posed in the title of this conference, the one that responds to common sense, is wherever its member states want. And this is the core of the problem. Do the allies have a common vision? Do they share interests as they did in 1949? Do they still believe they are a community united by their commitment to democracy? Is it reasonable to consider that they form a “collective defense system”? Without clearly answering these questions, it becomes very difficult to move forward with this analysis. We would be venturing into speculative territory. On the other hand, we cannot ignore reality, and this leads us to acknowledge that it is unlikely we will receive clear answers due to a set of considerations characteristic of the present time. The first refers to the lack of reliability of the State because of the high fragmentation of public opinion. Globalization and the Digital Revolution are causing social and economic changes that have led the population to distrust their political elites. Traditional parties are disappearing or losing seats, while new political forces emerge, questioning many of the paradigms we have been working with for years. The societies of the member states no longer have as clear a sense of the purpose of the Alliance as they did a decade ago, because there is confusion about what the actual risks, challenges, and threats they face are. The second is the absence of prominent figures with the authority to exercise leadership at the heads of the allied governments. We cannot ignore that in times of uncertainty, leadership is more necessary than ever, because in its absence, it becomes extremely difficult to shape a sufficiently common position among the citizens. The third is the empirical realization that the Alliance has not been able to manage the crises in Afghanistan and Ukraine in a competent and professional manner. In the first case, the European allies decided to activate Article 5 of the Washington Treaty even though it wasn’t necessary, but wanting to show their solidarity with the state that had guaranteed their security for decades. However, on the battlefield, the vast majority shield themselves behind their ‘rules of engagement’ to avoid complicated situations. The goal was to comply with the United States more than to commit to victory. For its part, the United States was unable to maintain consistent objectives and strategy over time, which led to a humiliating defeat. What was the point of the waste of lives and money if, in the end, the same people returned to power? What was the point of the Alliance's technological superiority if it was defeated by poorly armed militias? In the second case, we have observed that despite the obvious incompetence of its armed forces, its limited capabilities, and its dire economic situation, Russia has managed to consolidate its control over a significant portion of Ukrainian territory and continues to advance. For the average citizen, it is incomprehensible that, having committed ourselves to reclaim all Ukrainian sovereign territory and being much wealthier, our strategy has led Ukraine to the unfortunate situation it finds itself in. Why didn’t we offer them the weapons they needed from the very beginning? Why have we deprived them of the victory we formally committed to? The fourth is a derivative of the previous one. In this context, does it make sense for the citizen to trust the Alliance? Isn’t it understandable that they try to seek refuge within the national framework and fear that the Alliance, in the hands of unqualified people, will drag them into scenarios that are not critical to their lives? Whether we like it or not, the citizen's distrust in NATO is as justified as their intuition that only NATO can guarantee their security, which includes both their freedom and their well-being. What is the Alliance today? In circumstances as complex as those we are currently experiencing, it is virtually impossible for an organization composed of thirty-two member states to be a community committed to the defense and promotion of democracy. The mere reference to Turkey, Hungary, or Spain is proof of how far there are nations within it that are heading in a different direction. The evolution of European political systems points to a worsening of the situation rather than the exceptional nature of the mentioned cases. The community, as well as the idea that it constitutes a "collective defense system," falls within the realm of aspirations. The Alliance has been a “collective defense system,” and I have no doubt that there are allies who continue to act consistently with this idea. However, putting aside formalities, I believe that when assessing the transatlantic relationship, we must focus on its strict condition as an alliance. NATO is an asset that no one wants to lose, even though in its current state, it leaves much to be desired. Its strength does not lie in the common perception of the threat, the solidarity of its members, the available capabilities, or in sharing a strategy, which is clearly nonexistent. What makes its members want to keep it alive is the accumulated legacy after 75 years of shared experiences and the deep sense of insecurity in the face of the dual realization of a world undergoing profound change and poorly prepared national defenses from any point of view. Outside the Alliance, it’s even colder. NATO provides us with a starting point to try to react collectively, knowing that, in reality, except for the United States, no member state has the critical size to act as a "strategic actor." We have a history, an institutional framework, civilian and military bodies, doctrines, resources... that allow us to try to adapt without having to start from scratch. The European Perspective In recent years, the European states that are members of the Alliance have experienced the contrast between the claim that the European Union should assume the role of a "strategic actor" and the harsh, relentless reality of its impotence to effectively and competently address the crises in the Middle East and Ukraine. In parallel, they have shifted from contempt for the United States, due to its erratic foreign policy and its inability to successfully complete its foreign initiatives, to seeking shelter once again under its military strength, considering the evidence of their own inability to understand international politics and act accordingly. It seems beyond doubt that the dynamics of the European integration process are heading towards the establishment of a federation. The transfer of sovereignty represented by the single currency was a milestone, marking the creation of "political Europe" through the Maastricht Treaty. Gradually, we are moving toward a single fiscal policy, with banking union, European monetary fund... ultimately towards the consolidation of an economic and monetary policy. Such significant common economic interests demand both a shared legal framework and a unified foreign policy. However, the factor of time plays a fundamental role. The passing of generations has allowed us to make progress, overcoming nationalist prejudices. Despite the formidable progress made, which is easily reflected in the recognition by young people that we live in a common cultural environment, the reality is that we are still far from forming what Miguel Herrero y Rodríguez de Miñón referred to decades ago as a "European people." One thing is to delegate certain public policies to European institutions, and another, undoubtedly very different, is the exercise of actions that are characteristically sovereign. History and geography matter, and we must acknowledge that we have not yet formed that continental identity that would allow us to credibly face the formidable challenge of establishing a common foreign policy. The advantages of planning together and having the same capabilities are obvious, but above all, what matters is its viability. The Union is still not in a position to replace American leadership. This humbling realization transforms into a flow of energy in favor of the Alliance, assuming as inevitable the implementation of changes that allow it to adapt to a new international environment. For years, we have been aware that the Washington Treaty, and especially its Article 5, are anachronistic. The emergence of new domains – space, cyber, and cognitive – and the development of hybrid strategies challenge some of its foundations. Even so, we try to adapt without facing a reform of the treaty, in an exercise of understandable but risky caution. We are aware that the European theater is no longer the same as it was in 1949, that globalization and the "competition among great powers" in the race to win the "Digital Revolution" have shaped a considerably different scenario that we must integrate into, but we feel dizzy at the thought of leaving our own geographic zone, when we are not even in a position to effectively address our own problems. The American Perspective Since the creation of the United States, American society has lived with the contradiction between its isolationist vocation and its dependence on foreign trade. It fears becoming involved in the affairs of others at a high cost. However, the commercial dimension of its economy demands freedom of navigation, legal security, access to raw materials, and the ability to penetrate other markets, conditions that lead to an international role. From the First and Second World Wars, they learned that it was impossible to turn their back on what was happening in other countries, that they had to commit to international security, trying to establish an order that would guarantee their national interests. After years of involvement in international conflicts that seemed to have no end, isolationist and nationalist sentiment has grown, as a classic pendulum effect. In this context, it is understandable that the public debate openly questions its presence in the Atlantic Alliance. Is NATO a guarantee of the security of the United States? In the years immediately preceding the Madrid Summit, it was evident that the Alliance lacked a threat to unite it, a strategy to guide its steps, and capabilities that would allow it to carry out combined activities. It should therefore come as no surprise that since the second term of the Bush Administration, statements from senior officials have been warning of the dangerous drift of the Organization or threatening its withdrawal. There has been much talk about the low defense spending by many of the European allies. It is evident that without investment, there is no modernization, and without it, there is a technological disconnect that prevents the joint action of the armed forces of the different member states. However, what is truly concerning is what this implies in terms of abuse and disregard towards the United States. Hence, the heated reactions we receive from the other side. It is indecent that we spend on welfare, reaching levels that are unattainable for the average American, while we let them bear the cost of our security, both in economic terms and in human lives. As grave as, or even more than, the lack of investment is the absence of a shared vision and strategy, but it is understandable that the debate has focused on investment, an instrumental element. For European allies, increasing defense spending under the current economic circumstances will be as difficult as it is painful, but it will not be any less difficult or painful to reach an agreement that gives meaning to NATO's existence in the coming years. One of the few consensuses in the Capitol is to consider China as its main rival, around which all its economic, foreign, and defense policies revolve. In the Strategic Concept approved in Madrid, we can read that China is a “systemic challenge” for all of us. What policy have we derived from this categorical statement? Is there an Atlantic vision on this? It is hard to imagine that the Alliance can have a future if the states on both sides of the Atlantic do not reach a common position on how to engage with the great Asian power. In the same document, we find the statement that Russia is a “threat,” which does not align with statements from American leaders of both parties, though more from the Republican side than the Democratic one. It is neither acceptable nor responsible that, after the approval of such an important document, just two and a half years later, the United States acts as if the problem is not theirs. Putting formal aspects aside, is Russia a threat to the United States? To what extent does the behavior of the Moscow government in Eastern Europe affect U.S. national interests? Does it make sense for the United States to get involved in the war in Ukraine? Was Biden's behavior a reflection of a Cold War veteran, detached from the international circumstances of today? The establishment of the Atlantic Alliance was not the result of U.S. leaders in the early postwar years being convinced that the Soviet Union posed a threat to their national interests. On the contrary, they were fully aware that it did not. What concerned them was the extreme weakness of the European states, ravaged by a brutal war, the absence of a democratic culture, the high risk of totalitarian currents feeding off misery and uncertainty, and leading the Old Continent to a Third World War. European governments felt Soviet pressure. The area occupied by the Red Army was experiencing the extermination of representative institutions, Germany was torn between neutrality and partition, communist parties were gaining parliamentary positions in significant countries like France and Italy, supported by the prestige earned in the Resistance. For U.S. analysts, the European perception of the Soviet threat was exaggerated, but its effects could be concerning. The United States chose to engage in European reconstruction to prevent its drift towards fragmentation and totalitarianism, as the consequences of this drift could directly affect their national interests. They established a comprehensive strategy based on two pillars, the Marshall Plan and the Atlantic Alliance. NATO has been and continues to be an instrument to guarantee cohesion and democracy on the Old Continent. The second Trump administration must resolve the tension between the isolationist demand of the citizenry, the need to create jobs on domestic soil through the erection of tariff barriers, the necessity of securing supply and distribution chains, and the consolidation of alliances or understandings between different regional blocs in response to Chinese initiatives. It is a set of contradictory actions wrapped in the populist demagoguery characteristic of our time, but which will require decisions in times marked by a succession of crises. Time for decisions An organization inhabited by officials does not need meaning to continue functioning. From 9 AM to 5 PM, qualified staff will move papers from one office to another, showcasing their professionalism and operational efficiency. However, it is important not to confuse NATO with the Alliance. The latter does need meaning, which is now in question. Whether we like it or not, the coming years will be crucial for its future. We will witness how the decisions made regarding a set of circumstances and debates will ultimately determine it, as well as the link between the two shores of the Atlantic. As happened at its origin, that link will go far beyond security, which is instrumental in consolidating that community which was the original aspiration and is now marked by its absence. The war in Ukraine is undoubtedly the central issue in the transatlantic relationship, as it brings to the negotiation table many of the fundamental issues that question its very existence. We are facing a continental conflict that arises after a Russian diplomatic attempt to reach an agreement on a new balance of power. Moscow's proposal demanded the withdrawal of U.S. units from areas bordering its territory and the removal of its nuclear weapons stationed in the Old Continent. Putin’s government felt threatened by NATO and the European Union's eastward expansion and demanded compensation. When it was not granted, it launched its third campaign on Ukraine and its fifth on territories that were once part of the Soviet Union. This is not a campaign that can be understood in a bilateral Russia-Ukraine logic, but rather as part of an effort by a revived Russian imperialism to reconstitute its historical sphere of influence. This invasion is not the first, and unless the Alliance acts wisely, it will not be the last. The role played by the Europeans has been disappointing. Their response to previous aggressions – Moldova, Georgia, Crimea, and Donbas – was the perfect example of how supposedly educated elites learn nothing from history. The French, Germans, and Italians collectively made the same mistakes as Chamberlain in Munich, thinking that the aggressor would be satisfied by acknowledging their right to aggression, when, in reality, they were encouraging them to proceed and prepare for new expansionist ventures. This attitude provoked the logical irritation and distrust in the Slavic-Scandinavian space, which was never deceived by the ongoing process under the Russian government. These powers refused to believe U.S. intelligence warnings about Russia's willingness to invade and reacted too late and poorly. All this, combined with the old problem of lack of investment in defense, made European armed forces ineffective and their industry powerless in responding to a demand for military capabilities in a short period of time. If the Europeans do not take their defense seriously, if they have become accustomed to parasitizing U.S. leadership, the frustration of their elites with their European allies is understandable. The Biden administration tried to use the Ukraine War to reconstitute the Alliance, but the strategy of attrition applied, renouncing victory out of fear of its political and military consequences, has led to a very high number of Ukrainian casualties and to public fatigue, which, following the Russian plan, is pushing through new political formations from both the right and the left to reach an unfeasible understanding with Russia at Ukraine’s expense. In the new international scenario, characterized by competition among great powers to achieve technological hegemony within the framework of the Digital Revolution, the United States needs Europe as much as Europe needs the United States. Russia does not pose a direct threat to U.S. interests, but it has become a vassal of China and an instrument of Beijing to weaken the cohesion of the Western bloc. The Trump administration must not fall into the temptation of turning its back on its allies, no matter how irresponsible and incompetent they may be, as this would cede ground to the rival. An even more protectionist policy could push European states, if not the Union itself, to seek alternative markets in China. A policy of greater withdrawal would encourage both division among continental powers and the pursuit of a middle ground between the two superpowers. What is at stake is much more than tariffs or investment in defense. What we will decide soon is whether we are a community or not, whether we face the challenges of a new era together, or if we choose separation. Within the framework of the Atlantic Alliance, the United States has valuable allies, particularly the United Kingdom and the Slavic and Scandinavian blocs. Attempting to find a diplomatic solution to the Ukraine War could mean a victory for Russia by recognizing its right to alter Europe's borders by force, and the loss of trust from these allies, who are aware that even Trump would have fallen into the Munich trap, and despite his brash rhetoric, he would have ended up playing Chamberlain’s role. This would be a grave mistake for the United States, which, on the contrary, should rely on these countries to contain Russian expansionism and send a very clear message to Beijing about its commitment to updating and maintaining the cohesion of the Western community. Such an update would require allies, this time for real, to commit to defense investment and be prepared to use their capabilities when necessary. The Alliance needs a strategy. The concept approved in Madrid was merely the political framework to develop it. It is up to the Trump administration to lead its development in order to ultimately agree on what to do about the "Russian threat" and the "systemic challenge" posed by China. The Middle East crisis is unfolding in a scenario defined by two fronts established after years of diplomatic work: the "Abraham Accords" and the Axis of Resistance. Hamas’ aggression towards Israel has materialized in a harsh military campaign in the Gaza Strip, which has severely damaged the political and military capabilities of the Islamist group, and has extended to Lebanon, where Hezbollah is also suffering a heavy blow. In addition, Iran has seen its defense industry, anti-aircraft artillery systems, and, more limitedly, its nuclear network has suffered significant damage, while its intelligence system has been humiliated and degraded. In this context, despite the damage suffered by the Gazan population, the block formed by the Abraham Accords has remained cohesive, aware of Hamas' blackmail and the cost of yielding to it. On the other hand, Europe has presented itself as divided, lacking a strategic vision, not understanding that this was not a problem between Israelis and Palestinians, but an instrumental conflict aimed at undermining the regimes of Arab countries not aligned with the Axis of Resistance. Its criticism of Israel for the effects of its military campaign on the Gazan population consciously ignored both Hamas’ responsibility in turning them into human shields and the cost that accepting Hamas' blackmail would have had for all of us — Arabs, Israelis, and Europeans — if the campaign had not continued. How is it possible that we have so easily forgotten how the Axis powers were defeated? What would have happened in Europe during WWII if we had followed the European Union's demands during the Gaza War? The Middle East is a critical space for the Atlantic Alliance. It is understandable that the United States is frustrated with many of its European allies who, once again, have acted in a frivolous and irresponsible manner, unable to think in strategic terms. Israel has long chosen to turn its back on Europe, in response to a behavior it associates with a new form of anti-Semitism. The Arab bloc appreciates the European sensitivity to the suffering of the Gazan or Lebanese people, but it seeks security under the umbrella of the United States and Israel in the face of the Axis of Resistance, which poses a challenge of internal subversion, asymmetric warfare, and nuclear threat. A renewed Alliance needs to establish a strategy for the MENA region focused on containing Islamism and consolidating moderate regimes. China and Russia are taking advantage of the instability to infiltrate and hinder our missions. For them, instability on our southern front is a strategic objective, one that would fuel migration and insecurity, and with them, division within the Alliance and the Union. The Arab-Israeli bloc distrusts the United States due to its inability to maintain a strategy over time and does not rely on the Europeans. Only a firm stance from the Alliance in favor of this group of countries and against the Axis of Resistance could overcome this situation and guarantee both the cohesion of the Alliance and its authority in the region. The circumstances that led to the creation of the Alliance are behind us. They are history. However, today the Alliance is more necessary than ever. The circumstances have changed, but the community of values and interests remains the same, even though not everyone may understand this. Dissolving this community would be a grave mistake that would only benefit those powers whose goal is nothing more than to "revise" our legacy. Reviving it will not be easy. It will require political awareness and high-level diplomacy. Challenges that are impossible to achieve without leadership that matches the times.