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Energy & Economics
EURO vs. Yuan. European and Chinese flags

Overcoming an EU-China trade and trust deficit

by Shairee Malhotra

Beijing seeks normalisation of ties with Europe; however, for Brussels, reconciliation will be conditional on Beijing’s willingness to address fundamental divergences On 7-8 December, European Commission President von der Leyen and European Council President Charles Michel will be in Beijing for the 24th European Union (EU)-China summit, but the first in-person one in four years, taking place at a critical juncture in EU-China ties. At the previous EU-China virtual summit in April 2022, the Ukraine conflict was the primary talking point for the Europeans and other issues such as climate and economics were relegated to the back burner. This time, the focus is likely to be economics. A relatively constructive meeting between United States (US) President Joe Biden and Chinese President Xi Jinping on 15 November, which led to the resumption of US-China high-level military dialogue and Xi’s assurances on Taiwan, has contributed to paving the way for the EU to focus on ironing out economic irritants. Deficits, dependencies and de-risking With daily EU-China trade amounting to 2.2 billion euros, the EU is concerned about its widening goods trade deficit with China—400 billion euros in 2022—referred to by EU Ambassador to China, Jorge Toledo, as the “highest in the history of mankind”. In the context of China’s restrictive environment for foreign companies, the EU is keen for a level playing field and greater reciprocity in trade. Another major area of contention is Chinese overcapacity through subsidies in key industrial export sectors such as electric vehicles (EVs) that are undermining European automotive industries. The European Commission has already launched a probe for the EVs sector and is now considering other major sectors including wind energy and medical devices. In addition, Europe is heavily dependent on critical raw materials such as lithium and gallium from China, which are intrinsic to its green transition. While over 90 percent of the EU’s supply of raw materials comes from China, the EU aims to address this dependency through its Critical Raw Materials Act. Factors such as Chinese aggression in the South China Sea, human rights violations in Xinjiang, and pandemic-era supply chain disruptions have deteriorated European perceptions of China. The downswing in EU-China ties was further accentuated by Beijing’s posture in the Russia-Ukraine conflict and the failure of European leaders to coax China to positively use its influence with the EU’s most immediate security threat, Moscow. Thus, a major trust deficit has accompanied the trade deficit. On 6 November, only a month before the summit, von der Leyen in her speech warned against “China’s changing global posture” with its “strong push to make China less dependent on the world and the world more dependent on China”. While acknowledging China as Europe’s most important trading partner, she emphasised the “explicit element of rivalry” in the relationship. Another dialogue of the deaf? The EU and its member states are recalibrating their China policies, with countries such as Germany even releasing China-specific documents outlining their approach. The EU’s “de-risking” strategy aims to reduce dependencies in critical sectors, and through an expansion of its policy toolbox, the Union is implementing a range of measures including greater scrutiny of inbound-outbound foreign investments, anti-coercion instruments, and export controls for dual-purpose technologies. In this context of an evolving European approach, the upcoming summit is a much-anticipated one for EU-China watchers. Despite the strain in relations, high-level diplomatic exchanges have continued in full swing, many of which, such as von der Leyen’s visit to China in April, EU Trade Commissioner Valdis Dombrovskis’s visit in September, and EU Foreign Policy Chief Josep Borrell’s visit in October were conducted in preparation for this summit. A sluggish Chinese economy gives Europe room to wield its economic leverage. However, grey areas in Europe’s China policy remain, especially with regard to the implementation of measures and the need for more effective coordination, often compromised by a lack of unity amongst member states and tendencies of leaders such as French President Emmanuel Macron and German Chancellor Olaf Scholz to prioritise business interests over all else. Thus, straddling the fine balance between economic opportunities and security risks will continue to be a test for how Europe manages its interdependence with the lucrative Chinese market. Previous EU-China summits have not produced a joint statement, and according to sources, this summit is unlikely to produce one as well. Yet it is an opportunity for the EU to put forward unresolved concerns and forge some common ground. Without concrete deliverables, the upcoming summit risks being another “dialogue of the deaf” as Borrell famously described the previous one. Amidst renewed transatlantic solidarity, Beijing’s rhetoric indicates that it seeks normalisation of ties with Europe and a more independent European policy towards China away from Washington’s influence. Yet for Brussels, reconciliation will be conditional on Beijing’s willingness to address fundamental divergences.

Diplomacy
Vladimir Putin with President of the United Arab Emirates Sheikh Mohammed bin Zayed Al Nahyan

Russia-UAE talks

by Vladimir Putin

Vladimir Putin held talks with President of the United Arab Emirates Sheikh Mohammed bin Zayed Al Nahyan in Abu Dhabi. The agenda included the current state of multifaceted Russia-UAE cooperation and prospects for the further expansion of ties, as well as topical international issues with a focus on the situation in the Middle East. Before the consultations began, an official welcoming ceremony for the Russian President was hosted by the President of the UAE at the Qasr Al Watan Palace. Foreign Minister Sergei Lavrov, First Deputy Prime Minister Andrei Belousov, Deputy Prime Minister – Minister of Industry and Trade, Russian co-chair of the Russian-Emirati Intergovernmental Commission on Trade, Economic and Technical Cooperation Denis Manturov, Deputy Prime Minister Alexander Novak, Deputy Chief of Staff of the Presidential Executive Office – Presidential Press Secretary Dmitry Peskov, presidential aides Igor Levitin, Maxim Oreshkin and Yury Ushakov, Russia’s Ambassador to the UAE Timur Zabirov, as well as Head of the Chechen Republic Ramzan Kadyrov, Central Bank Governor, heads of the Roscosmos State Corporation, Russian Direct Investment Fund, Rosatom State Corporation, Rosoboronexport, VEB.RF State Development Corporation, and other officials took part in the talks on Russia’s side. * * * Beginning of Russia-UAE talks President of the United Arab Emirates Sheikh Mohammed bin Zayed Al Nahyan (retranslated): Welcome, my dear friend Vladimir Putin, to the United Arab Emirates. I am glad to see you again. Let me begin by emphasising the historical nature of relations between the Russian Federation and the UAE. Over the past years, we have witnessed a substantial push to develop these relations in various spheres for the mutual benefit of our nations and people. I would like to express my great appreciation for your personal and effective contribution to strengthening our bilateral relations. In this context, I would like to say that the UAE is Russia’s biggest trade partner in the Middle East and in the Gulf Region. Let me note that the UAE is a major investor in the Russian economy. Investment in the non-oil sector increased by 103 percent over the past year. I would like to specifically mention that this is an unprecedented breakthrough which demonstrates the special nature of relations between our countries. I will be glad to continue working together on strengthening bilateral cooperation in various spheres. Of course, promoting development in energy, infrastructure, and high technologies, as well as elsewhere has special priority. In addition to this, I would like to mention that the United Arab Emirates and the Russian Federation have been working together and cooperating within various international frameworks. For example, we work together within BRICS and the Shanghai Cooperation Organisation, where the Emirates were granted dialogue partner status in May 2023. We are also developing and promoting the strategic dialogue between the Russian Federation and the Gulf Cooperation Council. This helps us reinforce our relations and expand them in various spheres, promoting a proactive exchange of views on key international and regional matters, as well as on key items on our bilateral agenda. Once again, Mr President, welcome to the United Arab Emirates. I wish progress and prosperity to the Russian Federation and its people. President of Russia Vladimir Putin: Your Highness, friends, First of all, I would like to thank you for inviting us and for this colourful and friendly welcome. The other day, the United Arab Emirates celebrated the 52nd anniversary of its founding. I want to congratulate you on this and I want to recall that the Soviet Union was among the first to recognise this independent, self-reliant, and sovereign state. Today, our relations – thanks to the position you have taken – have reached unprecedented heights. You and I are in constant contact, and our colleagues work together on a permanent basis. In fact, the United Arab Emirates is Russia’s main trade partner in the Arab world. Last year, trade grew by 67.7 percent. This year, I think, the figures will be even higher. The same goes for investment activity. There is also progress in industrial cooperation, by which I mean cooperation to build certain industrial facilities in the United Arab Emirates and in the Russian Federation. A number of major oil and gas projects are being implemented. We also cooperate through OPEC Plus. We certainly attach due importance to humanitarian ties. Tourist exchanges are making headway: last year, almost one million tourists from Russia – a little over 900,000 – visited the UAE. A Russian school has been opened, and we are grateful to you for ordering land set aside to build a Russian Orthodox church. We also cooperate internationally. As a non-permanent member of the UN Security Council, the United Arab Emirates makes a huge contribution to stabilising the situation in the world. We will certainly discuss with you the situation in the main hot spots, primarily, of course, the Arab-Palestinian-Israeli conflict. I will certainly inform you of the developments in the context of the Ukraine crisis. I am quite pleased that the United Arab Emirates is beginning to work within the BRICS system. In 2024, Russia will chair this organisation. We will continue contacts on this. We look forward to meeting you at the [BRICS] summit in Kazan in October 2024. The UAE is currently hosting one of the world’s most important environmental forums. The first results of the effort to implement the Paris Agreement are being summed up. As expected, you are holding this event at the highest level, and very many people in the world, even those who do not identify themselves with environmental movements, are certainly grateful to you for this work. A Russian delegation is also involved in this work at the highest level. We wish you success. I have no doubt that it will be so. Shukran! <…>

Diplomacy
President Xi Jinping with Vladimir Putin

China Exploits Russia’s Vulnerabilities

by Ksenia Kirillova

According to reports from Chinese media in late November, Beijing has refused to invest in the construction of the Power of Siberia-2 natural gas pipeline, proposing instead that Moscow fully cover the multibillion-dollar project. China also insists on substantial discounts for Russian gas, demonstrating strong “bargaining power” in negotiations with the Kremlin (South China Morning Post, November 24). Power of Siberia-2 is pivotal for Russia in mitigating the losses incurred after Gazprom’s withdrawal from the European market. As Western sanctions have weakened Moscow’s geopolitical leverage with its energy resources, Beijing has capitalized on the situation to increase energy flows to China at cheaper prices. Most economists argue that Moscow cannot fully compensate for the losses resulting from limited access to European markets. They also point out that the gas supplies currently flowing through the Power of Siberia-1 pipeline are already being sold to China at almost half the price of rates for the European Union and Turkey. Russian oil and gas analyst Mikhail Krutikhin emphasizes that Beijing has little interest in the construction of the Power of Siberia-2 pipeline, as China does not require large quantities of natural gas. He notes that the planned capacity of the new pipeline is 50 billion cubic meters (bcm), while Gazprom, on average, has exported 155 bcm to the West. According to Krutikhin, with the discounts, Russian gas exports to China do not even cover the operational costs of their extraction and transportation. The Kremlin, nevertheless, is forced to construct a second gas pipeline because it cannot guarantee the promised gas supplies of existing agreements without it due to the limited gas deposits supporting Power of Siberia-1 (VOA Russian Service, November 28). China’s exploitation of Russian vulnerabilities should not come as a surprise. Experts observed last spring that Beijing only supports Moscow to serve Chinese interests, for example, leveraging Russian anti-Western narratives in its own propaganda and treating the Russian Far East as a “resource colony” (see EDM, February 6). China will not assist Russia to its own detriment. Marina Rudyak, a professor of Sinology at Heidelberg University, believes that the Chinese government may genuinely fear that a Russian victory in Ukraine could strengthen Moscow’s influence in Central Asia and beyond (Svoboda, May 21, 2022). At the same time, Beijing has provided practical assistance to Moscow for projects personally important to Russian President Vladimir Putin. For example, China has actively shared its experience with censorship and digital control over the Internet since 2015, offering insights on the functions and capabilities of China’s “Great Firewall” (Kremlin.ru, June 5, 2019; Radio Free Europe/Radio Liberty, April 5). This cooperation, however, does not prevent China from competing with Russia for influence in Central Asia, the South Caucasus, and other regions (Gazeta.ru, September 20, 2019; see EDM, October 5, 2022, November 15, 2022, May 24, August 10). Moscow’s predicament lies in unrealistic expectations for cooperation with its “Eastern partners,” including China and other “non-Western” countries. Putin has repeatedly stated that the expansion of the BRICS countries (originally Brazil, Russia, India, China, and South Africa) will become a movement “against the hegemony and neo-colonialism policy of the West” (Izvestiya, August 23). In contrast, the organization’s members are not planning to sever relations with Western countries and are attempting to extract maximum benefits in finding a balance between the East and West. Another of the Kremlin’s unrealistic hopes was the dream of creating a single currency for BRICS members to strengthen Moscow’s ability to circumvent sanctions. Such talks began emerging in the Russian press at the end of last year (Sibnovosti.ru, December 3, 2022). By mid-summer, central Russian media predicted that the currency would be created in August, noting that the realization of this idea was “closer than ever before” (Moskovskij komsomolets, July 9). Pro-Kremlin experts discussed how the new currency would replace the “toxic and inconvenient” US dollar and be used for intergovernmental payments and settlements (Vechernyaya Moskva, July 3). The most optimistic among them speculated that the dollar might not withstand this challenge (Iarex.ru, May 17). Following the August BRICS summit, Russian officials were compelled to acknowledge that their partners had no intention of creating a single currency in the near future. On August 24, Foreign Minister Sergei Lavrov officially relented on Moscow’s hopes for a unified currency at the summit in Johannesburg (Rossiyskaya gazeta, August 24). That same day, South African Finance Minister Enoch Godongwana announced that the creation of a single currency had never been discussed within the BRICS format, even informally (Forbes.ru, August 24). A parallel situation of unrealistic expectations for allies is unfolding for Russia with Iran. In early 2022, Russia extended a credit line of $1.4 billion for the construction of the Sirik thermal power station in Iran, a debt that Tehran has yet to settle. In July 2022, Gazprom and the National Iranian Oil Company signed a memorandum of understanding and cooperation, leading to agreements on projects valued at $40 billion. These projects encompass the development of the Kish and North Pars gas fields and Russia’s involvement in the operations of the South Pars field (Nezavisimaya gazeta, November 7, 2022). Even with the agreements in hand, little tangible progress has been made. The lack of progress in joint Russian-Iranian projects closely mirrors the breakdown in Russian-Chinese cooperation with Power of Siberia-2. Independent analysts noted last year that Moscow should not anticipate Iran’s assistance in modernizing underdeveloped infrastructure along the “North-South” corridor. Russia has sought to develop this route to connect with the Persian Gulf and Indian Ocean via the Caspian Sea and Iran. Even if the new corridor is further developed, it will not be able to wholly replace the traditional transit routes Russia utilized before its war against Ukraine (Carnegie Politika, October 28, 2022). Russia is being increasingly forced to supply strategic resources to partners on highly unfavorable terms in exchange for minor displays of political support and assistance. In the long run, such a policy will likely result in significant losses for Moscow. While cooperation with China and Iran has improved in some areas, the current circumstances underline that, in the end, both Beijing and Tehran will pursue their own interests, even at Moscow’s expense.

Defense & Security
Map showing Bab el Mandab Strait with pin

Why Yemen’s Houthis are getting involved in the Israel-Hamas war and how it could disrupt global shipping

by Leena Adel , Dr. Ben Rich

In recent days, three Israeli-linked commercial vessels were targeted by ballistic missiles and drones launched by Yemen’s Houthi rebels, marking a clear escalation in maritime attacks in the critical Bab el Mandab strait between the Red Sea and Gulf of Aden. The Houthis have claimed responsibility for two of the attacks, as well as an earlier hijacking of a Japanese-operated cargo ship by helicopter last month. On Sunday, Houthi military spokesperson Yahya Saree reemphasised that all Israeli-affiliated vessels travelling along the Yemeni coast would be fair game if Israel does not cease its attacks on Gaza, which have claimed the lives of at least 15,500 Palestinians since October 7. Who are the Houthis? The Iranian-backed Houthis, also known as Ansar Allah, are insurgents that control most of Yemen’s north, including the nation’s capital, Sana'a. The group emerged in the 1980s as a political-religious revivalist movement out of the Zaydi sect from Yemen’s northern highlands, namely the ancient city of Saada. The movement’s broad motivations emerged from longstanding grievances that left many Zaydis feeling like second-class citizens within the wider Yemeni social and political order. Many in the Houthi leadership received religious education in Iran before returning to Yemen in the early 2000s and becoming more politically active. The Houthis are not mere Iranian “proxies”, however. Attempts to portray them as such tend to overemphasise this connection and ignore the indigenous nature and causes of the movement and its ideology. The group engaged in ongoing struggles against the Ali Abdullah Saleh-led Yemeni government throughout the 2000s, ultimately contributing to its collapse following the 2011 Arab revolts. Following the Arab Spring and increasing chaos in Yemen, the Houthis gained significant momentum. In 2014, they were able to oust the Saudi-backed transitional government and seize power over much of Yemen, rapidly blitzing into the country’s south – a move that shocked international onlookers in its brazenness and efficacy. In response, a Saudi- and Emirati-led coalition launched a military intervention, which they believed would rapidly overwhelm the insurgents with their technological superiority. The operation went awry, however. Thanks to their own tenacity, along with increasing support from Iran, the Houthis were able to bog down the coalition forces into a bloody stalemate. This brought untold misery to the wider Yemeni population, but allowed the Houthis to hold onto power over much of the country’s north. A series of backchannel negotiations led to a halt in the fighting in 2022. Although peace talks officially commenced in April, Yemen remains in a state of precarious peace. Because this is such a critical time for the Houthis, it begs the question: why are they risking their hard-won gains over a conflict thousands of kilometres away that doesn’t directly involve them? Why Israel? The Houthis are part of the so-called “axis of resistance”, an alliance of proxy militant and insurgent groups that Iran has built throughout the region, including in Yemen, Lebanon, Iraq and Syria. Within this wider context, Israel has attempted to implicate Iran in Red Sea attacks, but Tehran denies it. To interpret the Houthi attacks on Israel as solely an extension of Iran’s wider geopolitical manoeuvring would be overlooking a crucial Houthi political strategy. The group’s support of the Palestinians is also a way of garnering domestic and regional support for its own position in Yemen. While many countries in the region have sought a detente with Israel in recent years, it’s clear that support for the Palestinians remains high among the wider Arab population. As such, the Houthis clearly see an opportunity to step into the vacuum and generate positive public opinion for their cause. This not only strengthens the Houthis’ authority at home, but is also critical to reinforcing the legitimacy of the Houthis as Yemen’s governing authority in the eyes of the international community. Why is the Bab el Mandab Strait important? Yemen has always been at the centre of regional geopolitics due to its strategic location on the Bab el Mandab Strait, also known as the “Gate of Tears,” which separates the Red Sea from the Gulf of Aden and the Indian Ocean beyond. Because vessels need to traverse the 30-kilometre-wide strait to travel between Europe and Asia (via the Suez Canal), it serves a pivotal role in global trade and energy security. Oil and natural gas shipments pass through the strait from the Middle East to Europe and North America. Historically, the strait is no stranger to conflict. In 1973, for instance, Egypt blockaded the strait to prevent ships from reaching Israel during the October war. The Houthis are aware of how critical this waterway is. And its attacks on the vessels, which may seem to be a nuisance for now, could potentially cause larger problems for Israel and its allies. For Israel, diverting its shipments to Asia around the southern tip of Africa – instead of through the Red Sea – would significantly increase shipping costs and transit times. Any disruption to this trading route would have serious global economic costs, as well. Global maritime insurance companies are already hiking their prices and limiting their coverage of high-risk shipping as a direct result of the Houthi attacks. The Houthi threat also serves to ratchet up the wider tensions in the region, potentially changing the calculus of the US and Israel, who might become more cautious in their actions as a result. For the Houthis, these provocations are ultimately low cost and high return. Given the insurgent, battle-hardened and dispersed nature of the group, for example, it would be difficult for Israel or its allies to try to respond to the attacks. So, as long as the war in Gaza drags on, the Houthis will likely continue to play a disruptive role and look for new ways to create uncertainty and risk in the region.

Diplomacy
Vladimir Putin and Crown Prince Mohammed bin Salman in the Saudi King’s al-Yamamah Palace.

Russian-Saudi talks

by Vladimir Putin

A meeting between Vladimir Putin and Crown Prince and Prime Minister of the Kingdom of Saudi Arabia Mohammed bin Salman Al Saud took place in the Saudi King’s al-Yamamah Palace. At the Conclusion of the Visit of Vladimir Putin to the Kingdom of Saudi Arabia a Joint Statement has been adopted. Beginning of Russian-Saudi talks Crown Prince, Prime Minister of the Kingdom of Saudi Arabia Mohammed bin Salman Al Saud (retranslated):We can find many topics and subjects of common interest, on which we are working together to promote stability and development around the world, including in the Middle East. Over the past seven years, we have achieved a lot in our bilateral relations, for example, in the energy sector, investment and agriculture. In addition, our political cooperation and interactions have had a positive influence on several Middle Eastern issues and helped enhance security. Moreover, our future political ties and cooperation will, no doubt, have a positive bearing on the international environment. We have broad and far-reaching opportunities ahead of us, and by seizing them we can work together for the benefit of our nations and the entire world. I would like to reiterate, Mr President, that you are a cherished guest here in Saudi Arabia. We welcome you on behalf of its government and its people. Welcome! President of Russia Vladimir Putin: Thank you. Your Highness, first, I would like to thank you for the invitation. We expected to see you in Moscow. I know that the circumstances have affected these plans. But, as I said, nothing can prevent the development of our friendly relations. Indeed, being in this region on a scheduled visit to the United Arab Emirates, I used your invitation to come and see you and all our friends that we have been vigorously developing our interaction with over the past seven years. That said, the next meeting will hopefully take place in Moscow. Mohammed bin Salman Al Saud (retranslated): Of course, we are ready. Vladimir Putin: Agreed. Indeed, the Soviet Union was among the first to recognise the independent state of Saudi Arabia. This was almost a hundred years ago. Our relations have developed in different ways during this time. Mohammed bin Salman Al Saud: I would like to note that it was the development of independence rather than the independence of a state that was recognised at that time. Vladimir Putin: In any event, we respected the will of the subjects of Saudi Arabia to build their future independently. Much has happened in our relations during this time, but over the past seven years, they have certainly reached a truly unprecedented level. This was achieved owing to the wise policy of your father, the Custodian of the Two Holy Mosques King of Saudi Arabia with your direct participation. We have stable, very good ties in political interaction, the economy and in humanitarian area. And, of course, it is now very important for all of us to exchange information and views on what is taking place in the region. No doubt, our meeting is timely. Thank you very much for your invitation, once again. Mohammed bin Salman Al Saud: Welcome! <…>

Defense & Security
Satellite in the space with the North Korean flag

North Korea’s Spy Satellite Launch Is One Giant (and Dangerous) Question Mark

by Bruce Klingner

Pyongyang successfully launched its first military reconnaissance satellite after two previous failures. North Korea has developed a robust missile arsenal but, until now, lacked a remote reconnaissance capability to identify, track, and attack U.S., South Korean, and Japanese military targets. The satellite’s capabilities, as well as whether it incorporated Russian technology, remain unknown. North Korea announced the satellite surveilled U.S. military bases in Guam and vowed to launch several additional reconnaissance satellites “in a short span of time.” South Korea responded by suspending portions of an inter-Korean military agreement meant to prevent military clashes along the DMZ, raising tensions on the peninsula even further. On November 21, Pyongyang conducted its third attempt at launching its Malligyong-1 military reconnaissance satellite onboard a Chollima-1 rocket. Previous launches in August 2023 failed to achieve orbit, but clearly, North Korea learned some valuable lessons. The South Korean navy salvaged some of the rocket and satellite debris from the ocean floor, enabling technical analysis, though the results have not been disclosed. Kim Jong-un declared the regime’s intention to develop a military reconnaissance satellite in his January 2021 directive to the regime’s defense industry. Other delineated military projects included a solid-fuel ICBM, tactical nuclear warheads, hypersonic gliding flight warheads, and a nuclear-powered submarine. >>> North Korea and Russia: How Far Could Their Partnership Go? North Korea reported an “important final-stage test” in December 2022 involving a mock satellite and subsequently released two poor-quality images of the Korean Peninsula. Experts denigrated the grainy, low-resolution images as being of far worse capability than commercially available imagery. Kim Yo-jong, the sister of North Korea’s leader, responded angrily that the test was to show the feasibility of the system rather than the eventual quality of the imagery. In April 2023, Kim underscored the importance of having “several reconnaissance satellites on different orbits [for] securing real-time information about the hostile forces’ military scenario and moves.” Ironically, North Korea’s most recent satellite launch occurred the same day the regime criticized South Korea and the United States for “recklessly” militarizing space, describing Seoul’s upcoming launch of its own reconnaissance satellite as an “extremely dangerous military provocation.” It is possible that Russia provided technology to improve North Korea’s satellite launch capabilities in return for Pyongyang’s shipments of massive amounts of artillery ammunition to Moscow. During Kim’s September 2023 trip to Vladivostok, President Vladimir Putin hinted at providing military and technological support to North Korea. Secretary of State Antony Blinken warned Russia was providing “technology and support” for North Korea’s military programs, though without elaborating on details. A South Korean military official told reporters that an 80-ton liquid fuel engine was transferred from Russia to North Korea even before the September summit. Russian engineers traveled to North Korea after the summit. More likely, however, North Korea’s long-planned launch occurred too quickly after the Kim-Putin summit to have incorporated new Russian technology. Pyongyang announced it had developed the satellite and launcher “by its own efforts and technologies.” Pyongyang has frequently failed initial tests of new missile systems before eventually succeeding. South Korea responded to the launch by partially suspending the 2018 Comprehensive Military Agreement, which then-President Moon Jae-in hailed as a major step in improving relations with Pyongyang. The accord established mutual risk reduction and confidence-building measures to reduce the potential for inadvertent military escalation. However, the Yoon Suk Yeol administration declared that North Korea repeatedly violated the agreement and criticized provisions of the deal, which curtailed allied reconnaissance and military training activities. The Yoon administration announced it would suspend Article 1, Clause 3 of the agreement and restore airborne reconnaissance operations along the DMZ. >>> Next-Generation Interceptor Needed in Greater Quantities to Stay Ahead of the North Korean Missile Threat Any North Korean launch using “ballistic missile technology” is a violation of numerous U.N. resolutions, regardless of whether it is depicted as a civilian space launch. While China and Russia will veto approval of any new U.N. resolutions, the United States should step up its enforcement of U.S. and U.N. sanctions and work systematically with the international community to target North Korean violators, as well as entities in Russia, China, and elsewhere that facilitate Pyongyang’s transgressions. The U.S. should also counter the growing North Korean military threat by strengthening security cooperation with allies South Korea and Japan, while encouraging these two allies to improve their bilateral cooperation. Last year, the U.S. resumed large-scale military exercises with South Korea and restarted rotational deployments of strategic assets, both after a four-year hiatus. Washington, Seoul, and Tokyo also restarted trilateral military exercises. These measures have augmented allied deterrence and defense capabilities. The three nations should consider a return to pre-2018 training levels as a minimum requirement for future training schedules. Given the escalating growth in North Korean nuclear and missile forces, Washington should confer with Seoul and Tokyo on a training regimen that includes all military services and goes beyond ballistic missile defense and anti-submarine exercises to include air and ground forces. The historic trilateral Camp David Summit in August paved the way for greater American-led military, economic, and technological cooperation against common security threats in the Indo-Pacific. The three leaders, however, will need to operationalize the extensive security agreements they reached as well as commit greater resources to offset advancing Chinese and North Korean military capabilities represented by this launch. This piece originally appeared in The National Interest https://nationalinterest.org/feature/north-koreas-spy-satellite-launch-one-giant-and-dangerous-question-mark-207448

Defense & Security
PM Netanyahu with UK Foreign Secretary David Cameron

PM Netanyahu Meets with UK Foreign Secretary David Cameron

by Benjamin Netanyahu

Prime Minister Benjamin Netanyahu, today, at the Knesset in Jerusalem, met with UK Foreign Secretary and former Prime Minister David Cameron and said at the start of their meeting: "Thank you, David, for coming here and standing with Israel. We hope to get our hostages out. It's not without its challenges. But we have to, we hope to get this first tranche out. And then we're committed to getting everyone out. We'll continue with our war aims, namely to eradicate Hamas, because Hamas has already promised that they will do this again and again and again. They're a genocidal terrorist cult. There's no hope for peace between Israel and the Palestinians, between Israel and the Arab states, if we don't eradicate this murderous movement that threatens the future of all of us. It's a larger battle of civilization against barbarism, the kind of savagery that you saw on your visit. It's the worst savagery perpetrated on Jews since the Holocaust. And just as the world united to vanquish the Nazis or vanquish al-Qaeda after 9/11 or vanquish ISIS, we have to unite to vanquish Hamas. Israel sustained proportionately twenty 9/11s – twenty 9/11s. It's as though 50,000 Americans were slaughtered in a single day and 10,000 were held hostage, including a nine-month-old baby. He can't walk, he can't talk, he's a hostage. What kind of people do this? The answer is these are not people; these are monsters. These monsters have to go. They'll go. We'll pursue the battle until that goal is achieved, and we give a different future for Gaza and for us." UK Foreign Secretary Cameron: "I just want to say thank you very much for finding the time to see me. I wanted to come in person and go to the sites of the country and go to Kibbutz Be'eri to see just the true nature of the horrific attacks that you faced. I think it's very important to do that and see that. And, you know, we stand with the people of Israel in sympathy for what you have gone through. I think that was important. Today, obviously, it's important we talk about this potential humanitarian pause. I think it's an opportunity to crucially get hostages out and to get aid into Gaza. There's never an excuse for this sort of hostage taking. All the hostages should be released. I hope everyone who's responsible and behind this agreement can make it happen, to bring relief to those families, including, of course, there are British nationals who have been taken hostage. And so that, let's hope that that can be delivered. Thank you for the time. There's lots of things to talk about. It's very good to see you again." Attending the meeting for the Israeli side were the Strategic Affairs Minister, the Director of the National Security Council, the Prime Minister's Chief of Staff, the Prime Minister's Military Secretary, the Prime Minister's Foreign Policy Adviser and the Israeli Ambassador to the UK. Attending for the British side were the British Ambassador to Israel and head of the Foreign Office Middle East and North Africa Division, among others.

Defense & Security
Protesters on the street holding Palestine flag and 'cease-fire now' banners

What would it take for a cease-fire to happen in Gaza?

by Laurie Nathan

Calls for a cease-fire and other limits on military operations and violence were made by governments, advocacy groups and political leaders around the world almost immediately after the Oct. 7, 2023, massacre of 1,200 Israeli civilians by Hamas. Israel immediately declared war on Hamas and began shelling and then invaded Gaza, leading to more than 11,000 civilian deaths and massive destruction. Global calls for cease-fires have continued to be made by hundreds of disparate organizations and tens of thousands of demonstrators. The United Nations General Assembly and Security Council have issued calls for fighting to stop, to ensure “the immediate, continuous, sufficient and unhindered provision of essential goods and services to civilians throughout the Gaza Strip” and to ensure “immediate, full, sustained, safe and unhindered humanitarian access” for the U.N. and other agencies. To date, there has been no cease-fire, though in early November, Israel agreed to stop attacks for four hours a day to allow refugees to flee and aid to be distributed. And other efforts to establish a cease-fire agreement are reportedly underway. Those demanding a cease-fire are driven by humanitarian compassion and principles, primarily the need to protect civilians caught up in a terrible war. But as a scholar of mediation who also works as an international mediator, I know that cease-fires are technically complicated military and political undertakings that always entail risk and require specialist expertise. The basic requirements In addition to providing mediation training to senior international diplomats, I have done comparative research on what constitutes a strong cease-fire. I also have practical experience: In 2005 and 2006 I was a member of the African Union mediation team for ending violent conflict in Darfur, responsible for drafting the peace agreement’s cease-fire provisions. To this end, I facilitated tense negotiations between Sudanese military officers and Darfur rebels. On the basis of my research and experience, it is clear that a strong cease-fire agreement must always have clear and viable rules and timelines, including about the use and control of weapons, the movements of fighters and the activities of humanitarian agencies. The leadership and rank and file of the opposing forces must understand precisely what their responsibilities are in a cease-fire. They must know exactly what activities are prohibited and what activities are permitted. Moreover, the rules and procedures must be tailored to the particular political, military and geographic circumstances of each conflict. The details of a humanitarian cease-fire agreement for Gaza would look completely different from, say, the cease-fire agreement for Darfur. And it needs political will from the opposing parties, which varies from case to case and can change over time. A cease-fire for Gaza The relevant circumstances of Gaza include these facts: - Israel has much more powerful military capabilities than Hamas. - The fighting in Gaza is taking place in a densely populated area. - Hamas fighters are physically close to and perhaps even immersed in the civilian population of Gaza. - The U.N. and numerous other organizations have said it is essential for Hamas to release the Israeli hostages it holds. - The people of Gaza have critical humanitarian needs for food, water, shelter and safety, as well as hospital and medical support. - The Israeli government and Hamas would have to negotiate mutually acceptable ways of addressing these challenges.   It would also be important to consult the U.N. and other humanitarian agencies to determine what they need in order to provide humanitarian support and protect children, injured people and other vulnerable groups. The role of trust – and mistrust Opposing groups who are in violent conflicts inevitably hate and mistrust each other. It is therefore helpful for cease-fire negotiations to be supported by a mediator who is sufficiently trusted by the parties. The mediator can facilitate these negotiations through indirect dialogue – referred to as “shuttle diplomacy” – when the parties are unwilling or unable to meet face-to-face. In the Gaza crisis, Qatar, supported by the United States, is playing the mediator role. Qatari mediators are attempting to negotiate a deal between Hamas and Israel that could include the release of roughly 50 civilian hostages from Gaza in exchange for a three-day cease-fire. There are two other ways cease-fires can be strengthened in order to mitigate the hatred and mistrust between the parties. The first is by deploying cease-fire monitors – independent observers on the field of battle – who investigate alleged cease-fire violations. Their presence can help to deter violations. The second way is by setting up communication channels between the mediator and representatives of the warring parties to resolve disputes and address violations that inevitably arise. The goal is to prevent small-scale violations from escalating into large-scale violations that could herald a return to hostilities. Political will is important Israel and Hamas can overcome the technical difficulties of a Gaza cease-fire if they have the political will to do so. It is relevant that Israel and Hamas have previously negotiated cease-fires and truces in Gaza. And in 2023 a truce between Israel and the Gaza-based Islamic Jihad militant group was brokered by Egyptian mediators after cross-border attacks. A cease-fire brokered by the U.S. in November 2012 lasted 18 months. But none of the cease-fires was likely to hold in the long term because they were not linked to a political resolution of the Israel-Palestine conflict. In responding to the Gaza crisis, some world leaders have appeared confused about the distinction between a truce, a humanitarian pause, a cease-fire and a cessation of hostilities. In general, there is no international consensus on the meaning of these terms. In Gaza, as in every case, the cease-fire objectives, rules and procedures matter more than the labels that are used. The current focus of international calls for a cease-fire is on humanitarian relief as a short-term objective. But the humanitarian situation, and the need to protect civilians in Gaza, will remain critical in the medium to long term. The question of a permanent cease-fire and long-term security arrangement will have to be part of any negotiations to finally resolve the Israeli-Palestinian conflict. If the vision of a two-state solution is realized, the challenge will be to ensure that both Israel and an independent Palestinian state can enjoy sovereignty and adequate self-defense without threatening each other.

Defense & Security
Destructed buildings in Gaza

Political Insights (3): Will the Israeli Aggression on Gaza Prolong?

by Prof. Dr. Mohsen Mohammad Saleh

Introduction:  After 50 days of the Israeli aggression on Gaza Strip (GS), it appears that the declared objectives of the Israeli occupation are still elusive, whether in “crushing” Hamas, freeing its captives, imposing an alternative governance system, or obtaining full assurances that GS will not pose a threat to its security in the future. On the other hand, despite the large number of killed and wounded, and the widespread destruction in the region, Hamas and the resistance forces, supported by popular backing, continue to demonstrate resilient resistance, inflicting significant losses on the occupying forces. They have even succeeded in imposing their conditions in the humanitarian pause and the first prisoner exchange deal. Having achieved victory on October 7, 2023, surrendering to Israeli conditions, which only aim to uproot resistance in GS or drain it of its substance, is not on the table. Consequently, the situation leans more towards a “bone-breaking” scenario and “mutual finger-biting.” This implies that the war may prolong, but to what extent remains uncertain! Key Israeli Considerations: After the fiftieth day of the war, Israeli considerations remain governed by the following: – Recovery of the security and deterrence theory, and considering the battle as “decisive” for the Israeli state, especially after Operation Al-Aqsa Flood on 7/10/2023 have struck at its core and undermined it in the eyes of many. The failure to regain a strong, secure environment would render the Zionist state project meaningless, turning it into a hostile environment. Its role as an advanced fortress for Western powers and a stabilizer for the region would also lose its significance. – Israel is haunted by the “fear of failure” in its aggression on GS and is reluctant to admit to a new strategic failure after its major setback on October 7. Acknowledging failure might embolden the resistance forces to impose their conditions, signaling the potential beginning of a countdown for the occupation. – There is a quasi-governmental and popular Israeli consensus on seeking revenge against Hamas and GS, reclaiming Israeli captives and preventing resistance forces in GS from posing a threat to the occupation and settlements in the GS envelope. However, there is a difference in opinion regarding the duration of the war and the acceptable final form. – Israel benefits from a stark imbalance in military capabilities, possessing the latest lethal weapons by land, sea and air, fueling its confidence in its military strength. – Netanyahu and the Likud party are experiencing a significant decline in popularity. Many believe that Operation Al-Aqsa Flood ended Netanyahu’s political life, potentially pushing him to continue the war in a quest for victory or a semblance of victory to rebuild his image and avoid his fate. – The international alliance led by the United States plays a significant role in influencing the duration of the war and adjusting Israeli objectives. The alliance has provided international cover for Israel’s aggression and its commission of heinous massacres, which led to having 15 thousand killed, including more than 6 thousand children and 4 thousand women. It provided Israel with weapons and money, and brought its forces to the region to show support and prevent any regional interference. However, time pressure is mounting due to ongoing massacres, increasing public discontent in the Western world, and Israel’s continued failure to achieve tangible accomplishments beyond destruction and civilian casualties. Therefore, a state of restlessness began to emerge, pushing towards more realistic goals. – Israel benefits from a weak or complicit Arab environment, incapable or unwilling to provide real military or logistical support to the resistance that could make a qualitative difference in favor of the resistance. – The increasing military and human losses for Israel push it to conclude the war. – Escalating economic losses, the costs of war, disruptions in various facilities, tourism setbacks and a loss of security present an additional pressure factor. – The failure of Israeli forces to free the captives and Hamas’ success in imposing its conditions on the occupation. Hamas and Resistance Calculations: – The resistance is banking on its significant achievement on October 7th and its readiness for a long-term battle. It relies on the quality of its fighters, numbering over 60 thousand, and the popular support rallying around it. – For the resistance, an Israeli victory and control over GS, imposing its conditions, would mean uprooting the resistance. This would drive them to fight to the end, unwilling to accept anything less than new gains for the resistance and the Palestinian people. Having demonstrated strength, efficiency, and continued field control for fifty days, the resistance remains capable of inflicting significant and increasing losses on the Israeli forces. It can still launch missiles at most areas of the 1948 occupied Palestinian territories. The prospect of its defeat in the foreseeable future becomes highly unlikely, if not impossible. – Overall, the political and military leadership structure of Hamas remains strong and cohesive, possessing high efficiency in controlling GS. This signifies a resounding failure for Israel after fifty days of aggression. – The resistance still holds the card of Israeli captives, and the military aggression has not succeeded in freeing a single prisoner. This remains a powerful card that Hamas can play in any future arrangements. – There are immense sacrifices, especially at the level of the supporting people and the level of massive destruction of homes, infrastructure, schools, hospitals, mosques and churches. However, these sacrifices have turned into fuel for the resistance and the widening revolution. They are no longer elements of submission and subjugation to the occupation. – The escalating Arab, Islamic, and international popular support for the resistance boosts its morale and puts pressure on political regimes to halt the aggression and support the resistance. – The continuation of aggression and massacres may eventually lead to an escalation of tension in the region. The situation may deviate from the norms of continuous conflict since the beginning of the war in southern Lebanon, raising concerns among regional and international powers about the possibility of it turning into a regional or global war. Conclusion: It appears that the Israeli occupation will exert every effort to extract a victory or the semblance of victory, considering it a fundamental necessity for its existence, stability, prestige and regional standing. On the other hand, the resistance aims to reinforce the victory it achieved on October 7th, and will not accept any concessions that would lead to its uprooting or subjugation, especially after the significant sacrifices made by both the resistance and its popular base. Therefore, the possibility of prolonging the duration of the aggression remains, but the resistance’s ability to continue its qualitative performance, coupled with the anticipated significant military, human and economic losses on the Israeli side, along with the escalating Arab and international public pressure and the widening conflict in southern Lebanon, will force the international alliance to lean towards more realistic solutions. This will also compel the Israel to backtrack on most of its demands. This process may take weeks, but the more intense the resistance becomes and the fewer genuine targets or pressure points the occupation has, the shorter the time frame will become. Eventually, it may resort to solutions to save face.

Diplomacy
President of Philippines Ferdinand R. Marcos Jr during press-conference

Saudi visit was successful and productive – PBBM

by Ferdinand R. Marcos Jr.

Although the visit to Saudi Arabia was brief, President Ferdinand R. Marcos Jr. said that it was a successful and productive one with various engagements accomplished to reaffirm the Philippines’ commitment to the partnership between the GCC and ASEAN countries, as well as to promote the country to prospect investors. In his arrival speech on Saturday following his visit to Riyadh, the President ticked off his accomplishments, mentioning the business-to-business agreements that would guarantee additional employment for Filipino workers. President Marcos described the ASEAN-GCC Summit held in Riyadh as a landmark event, adding that it was the first time that ASEAN and GCC Member States gathered together to discuss regional and international issues and on future cooperation. The six GCC member countries are Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates while Brunei, Myanmar, Cambodia, Indonesia, Laos, Malaysia, Philippines, Singapore, Thailand and Vietnam compose the ASEAN. “The Summit provided an opportunity to project the Philippines’ long-standing promotion of a rules-based international order, which is essential to the maintenance of peace, security, and stability in our regions which sit astride two of the most vibrant sea-lanes of trade and communications in the world,” President Marcos said. The President said that the Summit also provided an opportunity for the Philippines to secure a US$120-million Memorandum of Understanding (MOU) that would establish a 500-person capacity training facility in the country to upskill Filipino workers in the construction industry. “The facility aims to train at least 3,000 Filipinos a year and more than 15,000 in the next 5 years, ready for deployment at any time,” President Marcos said. Another three business-to-business agreements were also discussed among Saudi and Philippine human resource companies “for the training and employment of Filipinos across a wide range of industries including healthcare; hotel, restaurant, and catering; and maintenance and operations, amongst other operations.” “These agreements are expected to generate more than USD 4.2 billion and additional 220,000 jobs for Filipinos over the next few years,” he said. President Marcos also reported resolving the outstanding bilateral issue with Kuwait at the sidelines of the Summit, including working out the lifting of the deployment ban of Filipino workers. “Now, that will end and we will now return to the normal state of affairs with the Kuwaiti government,” he said. The President said he also had the opportunity to meet with the Crown Prince and Prime Minister of Saudi Arabia, and he referred to their discussion as “very encouraging,” with anticipated capital investments pledged by the government of Saudi Arabia to the Philippines. “We exchanged views on issues of common concern to our two countries, and I expressed hope that we can sustain the momentum of high-level exchanges as we expand cooperation in key areas of mutual benefit to our peoples,” President Marcos said. In his arrival speech, President Marcos reiterated his commitment to continue to advance the country’s interest and at the same time, expand the Philippines’ partnership with ally nations. “Let me assure you that we will continue to advance our national interests as we further expand our partnerships abroad,” Marcos said. In his speech during the Summit, President Marcos emphasized further cooperation in key areas including energy and food security and enhancement of logistic chains. He also called for safeguarding of rights and welfare of Filipino workers. President Marcos arrived at the Villamor Air Base in Pasay City at 2:50 p.m. Saturday. PND