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Defense & Security
Hezbollah and Israeli flags on a divided wall: Symbolizing the Israel-Hezbollah Conflict

Why Israel and Hezbollah reached a ceasefire now − and what it means for Israel, Lebanon, Biden and Trump

by Asher Kaufman, University of Notre Dame

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Israel and the Lebanese militant group Hezbollah entered a 60-day ceasefire on Nov. 26, 2024, a move aimed at reducing tensions in the region more than a year into a multifront conflict.Under the terms of the deal, Israel would gradually withdraw its forces from Lebanon, and Hezbollah would fully withdraw north of the Litani River. Meanwhile, the Lebanese Army would “deploy and take control over their own territory,” U.S. President Joe Biden said, adding that the United States, France and other allies have pledged to support the deal.But what does the deal mean for the parties involved and future prospects for a more permanent cessation of hostilities? The Conversation U.S. turned to Asher Kaufman, an expert of Lebanon and border conflicts in the Middle East, to explain why they reached a ceasefire now and what it means going forward. Why is the ceasefire deal happening now? The timing of this ceasefire is the result of a convergence of interests among the government in Israel, Hezbollah itself and that of its chief sponsor, Iran – but all for different reasons. For the Israeli government, domestic issues are at play. First off, the Israel Defense Forces (IDF) are exhausted after more than a year of war. This is particularly true for Israeli reservists, a growing number of whom are not turning up for duty. The Israeli general public, too, is tired of conflict, and a majority favors a ceasefire with Hezbollah. Israeli Prime Minister Benjamin Netanyahu also has internal issues in his government to contend with. He is facing pressure from the ruling coalition’s ultra-Orthodox partners to draw up laws exempting ultra-Orthodox Jews from the military draft. Reducing the need for active personnel by quieting the front with Lebanon will help in that regard. The secular and national-religious sectors of the society who do serve in the IDF and who are upset with the possibility of a formal draft-exemption law for ultra-Orthodox men may be more inclined to swallow this pill if the war with Hezbollah is over. From the Israeli army’s perspective, the war in Lebanon is coming to a point of diminishing returns. It has succeeded in weakening Hezbollah’s military standing but has been unable to wipe the militant group out entirely. This also factors into Hezbollah’s thinking. The group has been seriously debilitated in Lebanon; the war has eroded its military capabilities. Unlike its previous position – reiterated time and again over the past year by its now-dead leader, Hassan Nasrallah – that a ceasefire would only be possible if first it is reached between Hamas and Israel in Gaza, Hezbollah and, by extension, Iran are now willing to delink the two fronts. This leaves Hamas in a far weaker position as they are now left without the support of Iran’s main proxy “axis of resistance” group. Drawing Hezbollah, and other aligned groups in the region, into direct confrontation with Israel had been Hamas’ hope when it launched its attack on Israel on Oct. 7, 2023. Hezbollah and Lebanon’s other political factions also have strong domestic pressures to contend with. Lebanon has more than 1 million refugees as a result of the conflict – the vast majority of them Shia, the branch of Islam that Hezbollah is drawn from. The conditions in Lebanon have increased the risk of sectarian fighting between Shia and others factions in the country. For Hezbollah leaders, the time may seem right to cut their losses and prepare to regroup as a political and military body. Iran, too, is seeking to rehabilitate Hezbollah’s standing in Lebanon as soon as possible. The deal comes as Tehran is bracing for a U.S. administration that could have a more hawkish position on Iran and its proxies in the region, of which Hezbollah is the most significant. With a new Iranian president, and a new U.S. administration, a ceasefire between Iran’s main proxy and Israel may be a first step to Tehran building a constructive dialogue with a Trump White House. What is the role of the US in the ceasefire? What is interesting for me is that despite the very clear position of the U.S. in favoring Israel during the past year of conflict, it still functions as an effective mediator. It is thanks to the U.S. that there is a ceasefire – and it comes despite the fact that Washington is far from neutral in this conflict, being a chief ally of Israel and its main provider of weapons. But the Lebanese government and Hezbollah see a U.S. role, too. And this is not new. The United States was the mediator in the 2022 landmark agreement that, for the first time, set out the maritime boundaries between Israel and Lebanon. The ceasefire deal benefits both the outgoing and incoming U.S. administrations. For President Joe Biden, it would represent a diplomatic success after a year in which the U.S. has failed to mediate any breakthrough in the conflict in Gaza, and it is an opportunity for Biden to finish his presidency on a positive foreign policy note. From the perspective of Trump, the ceasefire in Lebanon will represent one less problem for him to face. What might be the consequences for Lebanon and Israel? Lebanon has the most at stake in this ceasefire holding. The country was already in a perilous economic situation before the war, and months of fighting has only worsened the structural, economic and political crises in the country. It is as dire as it can get. Further, the war has reignited sectarian tension in Lebanon – talk of a return to civil war in the country is not far-fetched. Lebanon-Israel border: A zone of continued conflict The lower reaches of the Litani River, outlined in blue, are the northern edge of a U.N.-proposed buffer zone between Israel and Lebanon. The Golan Heights, which neighbors Syria, is also disputed territory in the region. The Gaza Strip and the West Bank, Palestinian territories that are governed by Hamas and the Palestinian Authority respectively, are also often areas of violent conflict.   But there is uncertainty over how the ceasefire will affect the various rival factions in Lebanese society. Hezbollah has been weakened and may well now look for a way to reassert its strength in Lebanon’s politics. The main question is how the other factions and parties respond to that. With a weak Hezbollah, other factions may challenge the militant organization in ways they haven’t before. Before being decimated by Israel, there were no rival groups in a position to challenge Hezbollah in Lebanon. But that has all changed: Hezbollah’s military power has been degraded and Nasrallah, the group’s leader, killed. And Nasrallah was not just the face and brains of Hezbollah, he was also the group’s most important link to Iran. There is concern among some Lebanon experts that the gap left by a weakened Hezbollah may see a struggle for power and further strife in the country. And I believe there should be no illusions that Hezbollah will try to reassert itself as a domestic force. Complicating matters is the fact that any realignment of political forces in Lebanon comes amid a political vacuum. There has been a caretaker government – and no president – for two years now since Hezbollah conditioned the appointment of a new president with the candidate being an ally of the group. Now, Lebanese politicians would need to agree on a new president who in turn would appoint a new prime minister and government. It remains to be seen how this will unfold with a weakened Hezbollah. For Israel, the ceasefire will provide an opportunity to reconstruct parts of the north that have been devastated by Hezbollah missiles and a possible return of the 60,000 Israelis who fled northern areas close to the Lebanon border. It will also allow the Israel Defense Forces to regroup, refresh and focus their resources in Gaza, rather than fighting on two fronts. Could the ceasefire lead to a permanent peace deal? I don’t see any permanent peace deal on the horizon, given the fact that the fundamental political goals of Israel, Hezbollah and Iran have not changed and that the Israel-Palestine conflict continues to fester. But I am hopeful that the ceasefire could lead to calm and stability between Israel and Lebanon for the foreseeable future. The details of the ceasefire agreement are not very different from U.N. Resolution 1701 that ended the last major war between Israel and Hezbollah in 2006. That agreement brought relative calm to the region for 18 years, even if Hezbollah, supported by Iran, used these years to build up its military capability and prepare for a potential ground invasion of northern Israel. In my view, there is a possibility for greater stability this time around given the fact that the ceasefire agreement also stipulates that, if and when it becomes permanent, the deal would serve as a basis for negotiations over the demarcation of the Israel-Lebanon territorial boundary. This would not be an easy task, particularly in the area of Shebaa Farms and the village of Ghajar. But with goodwill and good intentions, even difficult border disputes could be resolved.

Diplomacy
NATIONAL HARBOR, MD, USA- February 24, 2024: Donald Trump speaks at an event about his plan for defeating current President Joe Biden in November.

Second Trump Administration’s appointees in charge of U.S. foreign & security policy and North Korean policy

by Kim Tae-Woo

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском President-elect Donald Trump, who won the US presidential election on November 5th, is appointing key officials for the new government that will be launched in January next year, and the content is very unconventional. In a word, they are young, reformist, and loyalists who have been breathing together with him. This is especially true for those who will lead foreign policy and security. The nominations include 40-year-old Senator James Vance as Vice President, 53-year-old Senator Marco Rubio as Secretary of State, 44-year-old Fox News anchor Pete Hegseth as Secretary of Defense, 50-year-old Representative Mike Walz as National Security Advisor, 43-year-old Representative Tulsi Gabbard as Director of National Intelligence (DNI), 59-year-old former Director of National Intelligence John Ratcliffe (59) as Director of the Central Intelligence Agency (CIA), 53-year-old South Dakota Governor Kristi Nome as Secretary of Homeland Security, and 67-year-old Suzy Wiles as Co-Chair of the White House Campaign Committee. Among these, the five key figures are the Vice President, Secretary of State, Secretary of Defense, National Security Advisor, and Director of National Intelligence, with an average age of 46, and all of them are ‘hawkish conservative patriots.’ Vice President Vance, a Catholic, shares the same ideological stance as President-elect Trump, including his opposition to abortion and his denial of global warming, and served in Iraq as a Marine. Secretary of State nominee Rubio, the son of Cuban immigrants, has taken a hard-line stance on Chinese corporate infiltration of the United States and human rights in China while serving on the Senate Foreign Relations Committee, and in 2020, he introduced the Uyghur Forced Labor Prevention Act. He also opposed the removal of North Korea from the list of state sponsors of terrorism, and called North Korea a “criminal group” for its human rights abuses, nuclear and missile development, and criticized it as a “massive group of lunatics” immediately after North Korea’s fourth nuclear test in 2017. He is also a pro-Korea figure who has visited the DMZ in South Korea several times. National Security Advisor nominee Walz, a retired colonel from the U.S. Army Special Forces and a veteran of the Middle East, has advocated for reducing dependence on China for key minerals and boycotting the 2022 Beijing Winter Olympics, and in June criticized North Korea-Russia military cooperation as a “dangerous and evil alliance.” He also always visited the DMZ when he came to Korea. Secretary of Defense Haggis is also a veteran of the Middle East and a former US Army major. He later became a host for FOX News and developed a relationship with President-elect Trump. Director of National Intelligence Gabbard, who collects and analyzes information from intelligence agencies, is a reserve lieutenant colonel with experience in the Middle East. She became the youngest member of the House of Representatives in Hawaii at 21 and is the first female veteran of the war. As such, the five key figures in the diplomatic and security line are all young and reformist, and most of them are veterans of the Middle East. If we look at the ideological tendencies, passion, careers, and past words and actions of President-elect Trump and the nominees for the diplomatic and security line, we can predict many things. First, domestically, reforms will be attempted to fit Trump’s slogan of “Make America Great Again (MAGA),” such as reducing and streamlining government organizations, strengthening the US military, promoting growth-oriented economic policies, and protecting domestic companies through fair trade. Under the slogans of “political correctness (PC) and being woke (WOKE),” abortion, homosexuality in the military, and environmental policies that were spread are expected to decline. Externally, there will be a strong confrontation with the “axis of change” powers such as China, Russia, Iran, and North Korea that are leading international conflicts in the new Cold War structure, and the US nuclear military power and nuclear doctrine are also expected to be strengthened and reinforced. In other words, the trend of nuclear reduction and conventional military reduction that has continued since the end of the Cold War will be reversed, and efforts will be made to develop tactical nuclear weapons, new ships, and aircraft. Regionally, it is expected that efforts will be made to check China’s expansionism and pressure the public economically, strengthen security cooperation with allies on fairer terms, strengthen support for Israel, and bring an early end to the Ukraine War.  Considering all these things, we can predict several things about Trump’s second term US policy toward North Korea. First, regarding North Korea’s nuclear and missile development, unlike the ‘strategic patience’ shown by the Obama and Biden administrations, it is expected that they will actively respond. In line with this, they will likely actively oppose the restoration of the Russia-North Korea alliance, Russia-North Korea military cooperation, and the dispatch of North Korean troops to Ukraine, and they will likely be just as nervous as South Korea about Russia helping North Korea advance its nuclear program. They will also actively establish military operation plans against North Korea in case of an emergency, and South Korea-US joint training and South Korea-US-Japan security cooperation will also be strengthened. Criticism of North Korea’s human rights issues through the UN is also likely to intensify. Nevertheless, considering that all the key officials who will move the diplomatic and security line are patriots who value national interests, they may also show a pragmatic tendency. In other words, if North Korea comes to the nuclear negotiations with a genuine will to compromise, the US will also engage in sincere dialogue, and if North Korea makes a sincere proposal rather than stalling or tricking, it is possible that the US will make efforts for an unprecedented agreement. Therefore, as Trump’s second term approaches, North Korea will have to consider whether to stick to its reckless nuclear policies to date or adopt a more pragmatic stance in the face of an increasingly powerful United States. Copyright © 1998-2023, RFA. Used with the permission of Radio Free Asia, 2025 M St. NW, Suite 300, Washington, D.C. 20036. https://www.rfa.org

Diplomacy
ASEAN Flags Ribbon , AEC (Asean Economics Community) Flags10 Countries , ASEAN Flags Waving Vector Illustration .

New U.S. strategy towards ASEAN: caution, info-colonialism!

by Ksenia Muratshina

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The implementation of yet another U.S. initiative may allow it to interfere in the information policy of ASEAN and control the cyberspace of all of Southeast Asia. Two sides of the same summit The annual summit of the Association of Southeast Asian Nations (ASEAN) and the United States was held in Vientiane in October. Meetings in this format are routine for ASEAN and are held with each of the non-regional powers, i.e. the dialogue partners of the association. They discuss plans for cooperation and exchange views on international issues. This time, the U.S., represented by A. Blinken, again tried to use dialogue to impose its vision of global issues. The statements of the US Secretary of State were anti-Russian, anti-Chinese and anti-North Korean in nature, and were aimed at increasing tensions vis-à-vis the South China Sea and the internal political situation in Myanmar. The timing of the meeting was no accident; it took place before the East Asia Summit (EAS), which is a platform for multilateral negotiations between ASEAN countries and external partners. In this way, Washington hoped to force representatives of Southeast Asian states to reconsider the agenda of the EAS and planned to use the upcoming event to provoke regional conflicts and consolidate their role as the ‘chief gendarme’ of the Asia-Pacific or Indo-Pacific region. However, as the EAS showed, the U.S. failed to do so: no one except U.S. allies supported the attempts to undermine the regional architecture of security and cooperation. Following the results of the US-ASEAN summit, the divergence of views was also notable. The parties did not adopt any joint document of a political nature. Such a result was natural; for ASEAN, any external imposition of views is traditionally unacceptable. In general, the ASEAN leaders’ talks with Anthony Blinken were held among other meetings with Russia, India, China etc., and they would not have attracted much attention if a very narrow joint statement (‘Statement on Promoting Safe, Secure and Trustworthy Artificial Intelligence’ (AI)) had not been adopted in the aftermaths. With good intention According to the terms of this statement, under the plausible pretext of ‘achieving the UN Sustainable Development Goals’, the United States intends to implement a whole range of plans together with ASEAN. Thus, it is planned to ‘discuss the further development of ASEAN’s AI projects’ (although, why should ASEAN discuss its plans with someone?), ‘interaction with the ASEAN Working Group on AI Governance (again, a direct intention to enter the decision-making process in the association), ‘creating an ASEAN roadmap for responsible AI’ (and, thus, inclusion in the internal planning process of its activities). In addition, the parties will ‘cooperate on approaches and standards in the field of AI’ (these approaches and standards will be based on similar U.S. ones), ‘knowledge exchange, technology transfer’ (the saying about ‘free cheese in a mousetrap’ is involuntarily recalled), ‘strengthening the collective digital and cyber potential’ (again based on the United States and built according to their rules), ‘the expansion of education in the field of AI’ (also according to U.S. norms) and ‘the development of interrelated approaches to AI management’ (AI management is a serious issue and it must be understood that external participation equals a direct threat to national sovereignty). Even more ambitious tasks include ‘supporting the development of national digital and AI strategies, discussing its management and regulation’ (for the United States, gaining access to national strategies will provide new tools for interfering in the internal affairs of others), ‘implementing initiatives in cooperation with the ministries of digital development of ASEAN countries’, as well as ‘ensuring information security support for the ASEAN Digital Economy Framework’ (its adoption is planned in 2025; here the U.S. is again interfering in intra-ASEAN affairs). We were not snubbed of the traditional American demagoguery in the field of ‘human rights’. The statement supposes ‘ensuring human rights and protection from all forms of discrimination and prejudice when using AI’ and  ‘ensuring the inclusiveness and accessibility of AI’ in the near future. Whether the mass use of AI will be safe for the population is a question the authors of the document are not considering, instead occupying themselves with other tasks. Another component is ‘dealing with foreign manipulation of information, disinformation and training in the field of technologies to counter this’ (of course, the U.S. initiators do not doubt their right to assign labels to information sources). Finally, it is expected to ‘stimulate the improvement of the population’s digital literacy via the private sector’, although, it would seem, in such sensitive areas as AI, digital technologies and cyberspace, only the state can protect the interests of its citizens. The name of the game When analysing these agreements, it becomes clear that the United States is aiming to take control not only of the economy or technology, but of the information space of Southeast Asia and the information policy of both ASEAN as a whole and individual members countries and their national sectoral departments. Such a radical deepening of interaction includes direct interference in the affairs of the association – unprecedented in its arrogance and openness – and searching for opportunities to reduce the role of states in controlling AI and the cyber sphere, as well as access to scientific and technological work of Southeast Asian countries in the field of AI and monopolisation of the Southeast Asian media sphere, which is absolutely a colonial approach of deciding which information people from ASEAN are allowed to read and see and which is declared ‘foreign manipulation’. The U.S. has already demonstrated its seriousness. On November 1, Rumman Chowdhury, an AI specialist and the U.S. Special Representative for Science, flew to the ASEAN secretariat in Jakarta to remind Southeast Asian countries of the need to implement the joint statement. Here it should be understood that U.S. sectoral cooperation with ASEAN will be executed by a system of highly specialised institutions that objectively does not depend on the change of the presidential administration. Agreements have been made, obligations have been established and the implementation mechanism has been launched. Moreover, the U.S. will have a separate and individual approach to each country in terms of fulfilling and implementing these agreements. It is planned to work with the sectoral ‘digital’ ministries of the Southeast Asian states, which is nothing more than the selection of loyal future agents of influence. However, the question is to what extent the political and expert circles in Southeast Asia understand the long-term risks of granting a foreign partner large-scale access to the sensitive cyber sphere – even one whose interests in the region have long been known to everyone: inciting conflicts, ‘dividing and ruling’, searching for and luring highly qualified specialists (brain drain), exclusively imposing their own view on international issues, linking countries and markets to their technologies with the transfer of all kinds of useful data to intelligence services. *  *  * It would seem that ASEAN has always opposed neo-colonialism and supported a multi-vector course, equidistant from any external interests of its dialogue partners. Most likely, the association could only allow the appearance of info-colonial encroachments from its U.S. counterpart due to hopes for disinterested financing of its development from the United States (which in itself sounds like an oxymoron) and counting on some kind of abstract technology transfer. However, the consequences of the adoption of U.S. policy by Southeast Asian countries (if they do not ‘hit the brakes’ on the commitments they have made) could be deplorable, disastrous for their digital sovereignty, technological development and their independent course in general.

Energy & Economics
Middle East Conflict. Conceptual photo

How might a wider Middle East conflict affect the global economy?

by Ahmet Kaya

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.

Diplomacy
President Volodymyr Zelenskyy congratulated the Defenders of Ukraine on 1 October 2024 - 10

World Update: Ukraine faces prospect of defeat – but the west must ensure a just peace

by Jonathan Este

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском There’s a degree of irony that countries attending the 2024 Brics summit this week voted to adopt the Kazan declaration (named for the capital city of the autonomous republic of Tatarstan in Russia, where the summit is being held). The declaration’s first clause emphasises that “all states should act consistently with the Purposes and Principles of the UN Charter in their entirety”. There’s also a certain amount of chutzpah on the part of conference chair, Vladimir Putin, whose ongoing invasion of Ukraine is so egregiously in breach of that charter.  Article one stresses that the primary purpose of the UN is to “maintain international peace and security”. Article two rules that: “All Members shall settle their international disputes by peaceful means”. If that’s not clear enough, it goes on to further insist that: “All Members shall refrain in their international relations from the threat or use of force against the territorial integrity or political independence of any state.”  Still, its a funny old world in which the UN secretary general, António Guterres, pitches up at a summit whose host is wanted on an arrest warrant issued by the International Criminal Court on charges relating to the alleged illegal deportation of Ukrainian children to Russia. In a country whose troops are currently fighting in Ukraine in direct contravention of the UN’s charter.  To add a further layer of irony, October 24 is the 79th anniversary of the entry into force of the UN Charter in 1945.  Guterres called on Putin to agree a peace deal “in line with the UN Charter, international law and UN General Assembly resolutions”. The Russian leader is perhaps more likely to listen to a deal proposed by the Chinese president, Xi Jinping. He said: “We must uphold the three key principles: no expansion of the battlefields, no escalation of hostilities, and no fanning flames and strive for swift de-escalation of the situation.”  The UN chief’s idea of a just peace would call for Russia to give up its illegal occupation of Crimea and eastern Ukraine. Xi’s proposal appears to call for a deal based on the status quo – virtually the opposite, in other words.  This is pretty much all Ukraine can hope for, as far as the University of Portsmouth’s Frank Ledwidge is concerned. Ledwidge, who has written regularly for The Conversation since Putin launched his invasion in February 2022 and is well plugged into defence and intelligence networks in Nato as well as in Ukraine itself, believes that Ukraine cannot defeat Russia – at least as things stand.  Ledwidge says Ukraine’s western allies are partly to blame for the maximalist aims of the country’s president Volodymyr Zelensky. Western rhetoric has not properly been matched by sufficient weapons or the permission to use them as effectively as the situation warrants. Now is the time for realism, he writes:  A starting point could be accepting that Crimea, Donetsk and Luhansk are lost … Then we need to start planning seriously for a post-war Ukraine that will need the west’s suppport more than ever.  One of the key factors that Ledwidge stresses is that just one of Russia’s allies, North Korea, has supplied twice as many artillery shells this year as the whole of Europe. Now North Korean troops are apparently also about to join their Russian comrades on the battlefield. This, writes Ra Mason – a Korea specialist at the University of East Anglia – will help ease the pressure on Putin to bring forward his mobilisation plans.    It’s a diplomatic coup for Putin, Mason believes – it’s a “clear show of opposition towards the Washington-led global order”, which “deals a further blow to the myth that the Russian Federation is isolated, as an international pariah, in a world led by western powers.”  But a military coup de grace against Ukraine? Probably not. The jury is out on how effective North Korea’s “poorly equipped, unmotivated and undernourished” troops will be against Ukraine’s highly motivated defenders. It will also be interesting to see where and how they are deployed. If sent to the frontlines in Kursk, they’ll be helping an ally in its struggle against an incursion by Ukrainian forces. If deployed inside Ukraine, they’ll join Russia in breach of international law. Mason concludes:  If sent into new theatres of war against state-of-the-art Nato-supplied weaponry, it could effectively mean waves of ill-prepared cannon fodder being thrown into the meat grinder of Donbas’ trenches.  Incidentally, the term “meat grinder” has been much bandied about of late. It follows reports from US intellegence recently that, while Russian forces have been making rapid advances and gaining a significant amount of ground in recent weeks, they are doing so at considerable cost in terms of dead and wounded. September was a particularly bloody month, with reports of Russian losses of more than 1,000 men a day, killed or wounded.  But Russian military strategists are well versed in such pyrrhic victories, writes historian Becky Alexis-Martin, who points to equally savage losses in Russia’s defence against Napoleon and in the first and second world wars. Stalin, in particular, was able to defeat the Nazi war machine by, inter alia, throwing millions of troops at their enemies (and incurring terrible casualties). But it’s not a strategy that guarantees success. And terrible psychological effects are beginning to manifest themselves in veterans returning from Ukraine with severe and often violent post-traumatic stress disorder.  The diplomatic front  As if things weren’t bad enough for Zelensky on the battlefield, the Ukrainian president was dealt a serious blow earlier this month when the US president, Joe Biden, was forced by extreme weather events, including a hurricane hitting the state of Florida, to cancel the planned meeting of the heads of government of up to 50 of Ukraine’s western allies in Germany. The “Ramstein Group”, so-called after the German air base at which they meet, was scheduled to meet in the second week of October to consider Zelensky’s “victory plan”. Stefan Wolff, an international security expert at the University of Birmingham writes that the Ukrainian president was hoping to get some degree of commitment for a path to Nato membership for Ukraine as well as permission to use western-supplied long-range missiles against targets deep inside Russia.  Neither of these seem likely to happen in the short term, says Wolff. Like Ledwidge, Wolff thinks Ukraine is doomed to defeat unless its allies double down on their aid – and fast. And like Ledwidge, Wolff sees little indication of that happening any time soon.  When it comes to continuing US support for Ukraine’s war effort, all eyes are now firmly fixed on November 5. The outcome of the presidential election will be seriously consequential for Ukraine’s future. Both candidates have made their positions clear and there is considerable difference between the two positions.  Donald Trump has said any number of times that had he not lost that “rigged and stolen” election to Biden in 2020, Putin would never have invaded Ukraine in the first place. Still, he says, if he wins this one, he’ll bring the war to a very rapid conclusion. But it remains to be seen, given Trump’s oft-stated admiration for Putin, whether the conclusion will be palatable to Kyiv – or to Nato in general.  Trump’s opponent, Kamala Harris, said the former president’s proposals are not “proposals for peace, they’re proposals for surrender”. As vice-president during the Biden administration, she flew to Europe not long after the invasion in February 2022 to help shore up support for Kyiv. Harris has also regularly restated her intention to continue to back Ukraine against Russia. In the only debate of the campaign she said that Ukraine was not Putin’s final stop and that he has “his eyes on the rest of Europe, starting with Poland”.  Poland, incidentally, is an interesting case in point. While it is Ukraine’s firmest ally and it leadership is four-square behind Kyiv, the people are curiously divided on the country’s support for Ukraine. You can read more about that here.  One imagines that Zelensky is as transfixed as anyone else on the 2024 US presidential election campaign as it heads into its final ten days. All we can tell you is that the polls are still very, very close. Well within most pollsters’ margin for error, in fact. A poll of polls, which combines polls from different agencies, published on the website FiveThirtyEight on October 22 shows that Harris leads Trump by 48.1% to 46.3% in the national popular vote. But the accepted popular wisdom is that the complex electoral college system used in the US may well favour Trump’s candidacy.  We’ll be providing daily updates on the US presidential race and full coverage of election day on November 5 and its aftermath.  Update: this article originally said that Vladimir Putin launched Russia invasion of Ukraine in February 2024. This has now been corrected to February 2022. Apologies for the error. 

Diplomacy
16th BRICS Summit family photograph (2024)

BRICS Summit 2024 — everything, everywhere, all at once?

by Priyal Singh

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Ushering in a multipolar order requires a streamlined and coherent political agenda – not unfocused expansion.  The 16th BRICS Summit in Kazan, Russia, concluded last week with the usual grand declaration of the group’s commitments, concerns and aspirations.  Many media headlines, particularly in Western countries, focused on how the summit and BRICS generally, symbolised Moscow’s ability to circumvent the fallout of sanctions by turning to the global south. In this way, BRICS is indirectly viewed as a threat to Western efforts to isolate Russia, weaken its power projection capabilities, and end its invasion of Ukraine.  Western governments and analysts often struggle to frame BRICS’s evolution beyond a binary, zero-sum narrative in which the group is a key geopolitical challenge to the Western-dominated international order. This interpretation places the forces of democracy and liberal political values in one camp and authoritarian governments in another, with certain developing countries caught in the middle, trying to play one side off the other for their own benefit.  There is some merit to these kinds of headlines. Russia and China are primarily major status-quo powers. Both have been permanent United Nations Security Council (UNSC) members since its establishment. Moscow was the ‘other pole’ in the international order for most of the 20th century, a position Beijing is working towards. And the foreign policy goals of both place them in confrontation with the United States and its Western allies.  BRICS may be on a path towards unnecessary substantive bloat, and away from its core business.  So, are these two countries in a position to champion the global south’s cause, and why haven’t more representative bodies like the Non-Aligned Movement played a more prominent role?  The preoccupation with Russia and China detracts from BRICS’s broader, underlying geopolitical project – the need for global south countries to reform and shape the international order’s future direction on their own terms.  These include greater representation and agency in global policy- and decision-making bodies and facilitating greater freedom to trade, invest and borrow money outside the Western-dominated financial system. They also include a more just and equitable global power balance that reflects modern realities.  In pursuing these aims, BRICS countries have made steady progress on developing a shared strategic agenda for increased cooperation across various policy domains.  The Kazan summit’s 32-page outcomes declaration covers almost everything from reforming the UNSC and Bretton Woods institutions to climate change, biodiversity and conservation. It also covers challenges from global crises, conflicts and terrorism and a suite of economic development, health, education, science and cultural exchange-related issues.  A group of democracies, autocracies and theocracies speaking with one voice on human rights and democracy is absurd.  The group’s ballooning cooperation agenda may indicate progress. But it could also signify the limits of its diverse members’ ability to agree on ‘hard’ political and security matters central to the core business of reforming the international order.  The expansion of BRICS’ substantive agenda and its membership dilutes its primary purpose and reinforces the binary, zero-sum Western narrative its members constantly try to shed.  Tangible, albeit gradual, progress on establishing intra-BRICS institutions and processes such as the Interbank Cooperation Mechanism, the cross-border payment system and its independent reinsurance capacity suggest that BRICS’ clout and credibility are growing.  These initiatives could enable members to pursue their international economic objectives without the constraints and transactional costs associated with traditional financial bodies like the World Bank and International Monetary Fund. Ideally, this would improve their relative positions of global power and influence, and help deliver a more multipolar international order.  In contrast, deepening cooperation on big cat conservation, while important, doesn’t serve that purpose. Nor does facilitating youth exchanges on sports and healthy lifestyles or championing a BRICS alliance for folk dance. Including these kinds of initiatives in BRICS’ growing agenda detracts from its core objectives.  A streamlined agenda would divert attention from the contradictions and geopolitical manoeuvring of BRICS’ members.  More worryingly, this suggests that BRICS’ diverse constellation of member states is pursuing the path of least resistance – expanding their cooperation in every direction, hoping something eventually sticks.  Instead of doubling down on hard strategic questions about a shared conception of multipolarity, and the steps necessary to reform global governance and security institutions, BRICS seems to be heading for greater expansion and formalisation. And with that come the risks, challenges and institutional dependencies that have led to the stagnation and ineffectiveness plaguing more established international organisations in recent years.  Perhaps the group’s core members recognise that they have very different ideas of what constitutes multipolarity. Russia (and China to an extent) envisage much more than global institutional reforms, focusing instead on reimagining international norms and core principles.  These differences are also reflected in BRICS’ expanding membership. It seems Russian and Chinese enthusiasm has been curbed by other founding members, who prefer a ‘partner country’ model for future growth. This contrasts with the full membership offers to Argentina, Egypt, Ethiopia, Iran, Saudi Arabia and UAE in 2023. (Argentina’s new political administration declined, and the Saudis have remained non-committal.)    Most worrying, however, is BRICS’ preoccupation with promoting democracy, human rights and fundamental freedoms. There is no doubt that these terms are increasingly politicised and rife with double standards – among developing nations with mixed political systems and traditionally liberal, Western democracies. However, for BRICS to meaningfully champion normative values, its members must at least attempt to commit to common political governance systems in their own countries.  Having a group of partner nations composed of progressive constitutional democracies and closed repressive autocracies and theocracies attempting to speak with one voice on promoting human rights, democracy and fundamental freedoms is absurd. It reeks of empty political rhetoric at best, and Orwellian double-speak at worst.  This again dilutes BRICS’ key messages, undermines its important core business, and detracts from the significant progress being made towards a common strategic agenda.  BRICS primary goal moving forward should be to trim the fat.  A streamlined annual working agenda would divert attention away from its individual member states' contradictions and geopolitical manoeuvring. With a focus on addressing the international system’s failures, institutional reform and greater representation for global south countries in policy- and decision-making bodies could be prioritised.  This seems unlikely though, if this year’s summit is anything to go by. By following the path of least resistance, BRICS may be setting itself on a course towards increasing and unnecessary substantive bloat, and away from its core business.  Only time will tell if certain members are willing to be more assertive and correct course before they are too far down a path impossible to pivot away from. 

Diplomacy
Donald Trump win in US president elections 2024. Washington DC, United Sates Of America - 2024 November 6

What Trump’s victory means for Ukraine, the Middle East, China and the rest of the world

by Stefan Wolff

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. 

Defense & Security
Buenos Aires, Argentina, Feb 16, 2024: People protesting in front of the obelisk, downtown, with posters in the colors of the Palestinian flag forming the text Free Palestine.

Community of Latin American and Caribbean States (CELAC) and Operation al-Aqsa Flood

by Prof. Dr. Walid ‘Abd al-Hay, Yarmouk Universi

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Introduction In 2010, the Community of Latin American and Caribbean States (CELAC) was established and ratified in 2011, with membership expanding to 33 countries. According to the organization’s statements, its aims include “deepening the integration of Latin American countries, promoting international peace, and respecting human rights.” Additionally, there is an implicit ambition among several members to reduce the political and economic influence of the US in the region, as suggested by the context of some of the organization’s statements.[2] With a total population of about 635 million people, covering an area of about 22 million km², and accounting for 17% of the United Nations (UN) voting power, their Gross Domestic Product (GDP) on a Purchasing Power Parity (PPP) basis for 2023 is approximately $12.8 trillion, equivalent to 7.8% of the world’s GDP. However, four of the 33 countries contribute more than $9.6 trillion, or about 75% of the GDP. These four countries also comprise 68% of the total population of the regional group, as shown in the following table:[3]   CELAC’s Position on Operation al-Aqsa Flood The Latin American and Caribbean region has the highest percentage of leftist political regimes in the world. Among the 19 most significant countries in the region, 12 are now run by left-wing governments, accounting for 63% of the total. These leftist-led countries represent 92% of the region’s people and 90% of its GDP.[4] This demographic and economic dominance is clearly reflected in CELAC’s stance on two interconnected issues: the position on Operation al-Aqsa Flood, marked by varying degrees of rejection of Israeli policy, and a relative independence from US influence in the region. First: CELAC’s Stance as a Political Bloc on Operation al-Aqsa Flood[5] At the eighth CELAC summit, held in March 2024 in Kingstown, the capital of St.Vincent and the Grenadines, a lack of consensus emerged among the members regarding Operation al-Aqsa Flood. Despite the compromise language in the conference statement, 27 countries endorsed it while 6 countries opposed it.[6] The resolution included the following points:[7] a. Condemning the killing of civilians on both the Palestinian and Israeli sides and emphasizing the need to protect civilians in accordance with international law.b. Supporting the UN General Assembly call for a ceasefire.c. Demanding the immediate and unconditional release of hostages.d. Urging the delivery of humanitarian aid to the affected areas in the Gaza Strip (GS).e. Calling for a peaceful solution based on the two-state solution. Second: Stances of the Central States within CELAC[8] Countries with left-leaning governments are often the most vocal in supporting the Palestine issue, as reflected in their leaders’ statements. Venezuelan President Nicolás Maduro slammed “the international position regarding the ongoing genocide in Gaza,” and pointed out that “international justice exists only to protect the interests of American, European, and Western imperialism, in order to conceal the massacres committed against Palestinian families.” Brazilian President Lula da Silva aligned with this view, calling on “the five permanent members of the United Nations Security Council (UNSC) to set aside their differences and put an end to the genocide in Gaza.” He reiterated his call for an immediate ceasefire, as outlined in the CELAC statement from the 8th Congress. Additionally, he noted Brazil’s efforts to support UN Security Council resolutions aimed at halting the fighting in GS, which were vetoed by the US. Colombian President Gustavo Petro criticized both the United States and Europe for supporting “Israel in committing genocide against the Palestinians,” with similar sentiments expressed by Nicaragua. Generally, the positions of CELAC countries, particularly the major powers, can be categorized into three distinct stances, as illustrated in the table below:[9]   1. Countries closest to the Israeli position: This group varies in their level of support for Israel, as illustrated by the following indicators: a. The Salvadoran stance is notably one of the most vehement against the Palestinians, despite President Nayib Bukele being a Christian of Palestinian descent who calls for the “demise of the Palestinian resistance.” This position aligns closely with that of Paraguay, one of the few countries to label the Palestinian resistance as “terrorism” and announce plans to move its embassy from Tel Aviv to Jerusalem. Paraguay’s stance on Israeli settlements in the occupied territories is marked by a consistent lack of condemnation at the UN and frequent abstentions from voting on resolutions that support Palestinian rights. b. The Jewish minority in Argentina plays a significant role in influencing the government. With a population of between 300–400 thousand, Argentina has the largest Jewish community in Latin America and the fifth largest in the world. The attacks on Jewish institutions in Argentina during 1992–1994, which were linked to Iran—a key supporter of Palestinian resistance—also influenced the government’s stance, despite opposition from the pro-Palestinian Worker’s Left Front – Unity party. c. Guatemala, with a population of about 18 million, was the first Latin American country to move its embassy to Jerusalem. It is also one of the centers of gravity for Anglican Christianity, which tends to be more sympathetic to Zionism. 2. Countries that have adopted a middle ground, attempting to balance support for and opposition to both sides of the conflict: a. Both Mexico and Brazil criticized the attack on Israel on 7/10/2023, but strongly condemned the Israeli response. b. In the diplomacy of Brazil and Mexico, a role reversal was observed. The presidencies of both countries adopted more articulate positions than their foreign ministries, where traditional diplomatic language prevailed. c. Mexico has not severed ties with Israel; however, its representatives at the UN have sharply criticized the Israeli government. d. Ecuador can be included in this group due to its effort to mediate peace between the Palestinian resistance and Israel by sending Ecuadorian Vice President Verónica Abad in October 2023. Additionally, Ecuador has backed Palestine’s bid for full membership in both the UN Security Council and the UN General Assembly, though it has explicitly condemned the resistance attack that occurred in October 2023. 3. Countries that support Palestinian rights are typically left-leaning and their policies often exhibit the following characteristics: a. Nicaragua unequivocally supported the Palestinian position and even received some Palestinian leaders after the war. b. Colombia has taken a definitive stance in strong support of Palestine. It is one of the most vocal critics of Israeli policies, culminating in its decision to sever diplomatic ties with Israel. Colombian President Gustavo Petro has sharply condemned Israeli actions in Gaza, labeling them as “genocide.” It is important to note that Colombia’s position is significant given its historical and strategic ties with Israel. Although Colombia relies on Israeli military equipment for combating armed opposition and drug trafficking groups, and there has been a free trade agreement between the two countries since 2020, as well as various agreements since the establishment of diplomatic relations in 1957, trade data shows a 53% decline in trade between Israel and Colombia following the recent conflict, compared to 2022. c. The Cuban and Venezuelan position was a continuation of their traditional support for the Palestinian right, and Cuba justified the Palestinian attack on 7/10/2023 as a reaction to 75 years of oppression of the Palestinians. d. Bolivia did not condemn the Palestinian attack in October, instead focusing its statements on de-escalating the conflict between the two sides. However, the lack of Israeli response to its calls led Bolivia to sever diplomatic relations with Israel. Additionally, Bolivia supported South Africa’s case against Israel at the International Court of Justice (ICJ) and endorsed a case before the International Criminal Court (ICC). Colombia and Belize have also cut ties with Israel. Notably, during the last week of June 2024, Bolivia experienced a failed coup attempt, raising suspicions that the US and Israel may have been involved as retaliation for Bolivia’s clear stance on the Gaza war.[10] e. The significant presence of the Palestinian community in Chile, the largest in Latin America with nearly half a million having Palestinian roots, has notably influenced Chilean politics. This influence is reflected in the Chilean Senate’s Human Rights Commission decision to ban companies from importing goods produced in Israeli settlements in the occupied territories. A US State Department official characterized this decision as one that unfairly singles out Israel.[11] f. Honduras has exhibited a decrease in its support for Israel following Israeli attacks on civilians, leading the government to summon the Israeli ambassador to protest these actions. In 2021, Honduras was one of the first countries to relocate its embassy from Tel Aviv to Jerusalem, joining Guatemala and Paraguay, which had made similar moves in 2018. However, Guatemala reversed its decision and returned its embassy to Tel Aviv shortly thereafter. The shift in Honduras’ stance can be attributed to the change in leadership from a right-wing to a left-wing administration after Xiomara Castro assumed the presidency in 2022. g. Since the beginning of the war, Latin American countries’ positions in support of Palestine have evolved at the diplomatic level in particular, and have begun cutting ties and recalling ambassadors from Israel, which was initiated by Chile, Colombia, and Honduras, while Bolivia and Belize cut diplomatic ties with Israel completely. Bolivia was one of the five countries that referred the situation in GS to the ICC for investigation in November 2023. In the referral, Bolivia cites evidence of crimes against Palestinians including murder, torture, inhumane treatment, persecution, apartheid, forced displacement, and the destruction of Palestinian cultural heritage. Mexico and Chile did the same in January 2024, whereas Brazil’s and Colombia’s foreign ministries issued statements supporting South Africa’s legal action against Israel before the ICJ. The Brazilian position has been the leading one, which has strained relations between Brazil and Israel despite efforts by the Brazilian Israelite Confederation (CONIB) to mend fences. However, the Brazilian president’s remarks that “what is happening in the Gaza Strip with the Palestinian people hasn’t happened at any other moment in history” except one: “When Hitler decided to kill the Jews,”[12] combined with the Brazilian Foreign Ministry’s endorsement of European countries’ recognition of Palestine as a state and support for a two-state solution, have solidified Brazil’s stance against Israeli policies. CELAC’s Vote at the UN A review of General Assembly and Security Council resolutions reveals that the countries most resistant to supporting resolutions favoring Palestinian demands are Guatemala, Paraguay and Argentina, followed by Haiti, Uruguay, Panama and El Salvador. These countries often either oppose or abstain from voting. Argentina, with a population of nearly 46 million, is the most significant ally of Israeli policy. This is followed by Guatemala with about 18 million people, Paraguay with around 7 million, Panama with 4.5 million and Uruguay, with approximately 3.5 million people. Argentina ranks third among CELAC countries in terms of GDP and fourth in terms of population. Argentina’s stance on Palestinian rights reflects the political shift introduced by President Javier Milei, who aims to align Argentina more closely with the Western capitalist bloc through his foreign policy.[13] Argentina did not support the General Assembly resolution calling for a ceasefire in December 2023 and opposed the resolution to grant Palestine full membership in the UN. The Argentine position can be attributed to the following reasons:[14] a. President Javier Milei’s religious inclination towards Judaism was evident in his prayers at the Western Wall in Jerusalem in 2021, accompanied by Rabbi Shimon Axel Wahnish, who was later appointed as Argentine ambassador to Israel. Although the Argentine president is a Catholic Christian, some sources suggest he is considering converting to Judaism. However, other sources claim that President Milei’s display of Jewish faith is a way to express repentance and counter accusations that he concealed his support for a Nazi sympathizer. b. The Argentine president’s intention to strengthen ties with the Jewish minority in Argentina, as previously mentioned, faced opposition from nearly four thousand Argentine Jewish intellectuals, who voiced concern over Milei’s “political use of Judaism.” This concern was highlighted when he became one of the first world leaders to visit Israel after the war erupted, offering high praise for Benjamin Netanyahu’s policies and pledging to move Argentina’s embassy from Tel Aviv to Jerusalem. Interestingly, the Argentine president demonstrated a clear bias towards Israel when he cut his state visit to Denmark short, following the Iranian attack on Israel in April 2024, which was in response to the Israeli attack on the Iranian consulate in Damascus. President Meli then convened a crisis committee alongside the Israeli ambassador to Argentina and his security minister, who began criticizing the positions of other Latin American countries, such as Bolivia and Chile, describing them as “Islamic hotbeds” and accusing them of hosting Hezbollah elements. He also criticized the defense agreement Iran concluded with Bolivia in July 2023. c. Milei, a university economics professor, bases his economic ideology on far-right principles and anti-leftist Peronism in Argentina, making him the most eager to strengthen the relationship with the US and, consequently, with Israel. d. It is noted that trade relations between Israel and Argentina are escalating significantly. Israeli exports to Argentina increased annually by 15.2% from 2017 to the end of 2022, reaching $156 million in 2022. Similarly, Argentine exports to Israel increased annually by 25.2%, reaching $200 million in 2022. Third: Trends in Public Opinion in CELAC Countries Quantitative studies on access to information and data from various sources show that Latin American countries lead the world in relying on social media for obtaining and sharing information. This trend has influenced Israel’s public image in the region.[15] Public opinion polls in Latin America reveal that approval of the way US President Joe Biden’s is dealing with the GS war is modest. A survey of six major Latin American countries showed the following results:[16]   The approval rate with Biden’s GS war policy in six countries is notably low, at around 26%. In contrast, the same survey indicates that the disapproval in these countries is more than double the approval rate, reaching approximately 57%. Meanwhile, the people of CELAC countries expressed their solidarity with Palestine after Operation al-Aqsa Flood. This solidarity was evident in demonstrations involving former presidents, civil society organizations, popular sectors, football associations, artists and universities, particularly in Brazil, Venezuela, Bolivia, Mexico, Uruguay, Peru and Argentina, etc. Conclusion The “instability” in political orientations towards international issues is a key feature of Latin American countries’ policies, largely due to the frequent shifts in political regimes and the consequent changes. In analyzing the positions of Latin American countries on the Arab-Israeli conflict, four factors seem to be the most significant in shaping this relationship:[17] 1. The political shifts between leftist and rightist regimes, whether due to coups or presidential elections, often characterize these countries as “unstable.” This is particularly evident in major countries within this group, such as Brazil, Mexico, Argentina and Colombia. This instability is reflected in their stances on the Arab-Israeli conflict: leftist regimes typically support Palestine, while rightist ones back Israel. 2. The positions of these countries on Israel are notably influenced by US policies. Some countries align with the US stance to avoid potential pressure, a pattern observable since the Monroe Doctrine in 1823. 3. A growing trend among Catholic Christians toward Anglicanism, which shares a closer religious alignment with the Israeli position. 4. Israeli presence in the technological sector of the Latin American economy is significant. In major Latin American countries like Brazil, Mexico, Argentina and Colombia, more than 450 Israeli companies are active in this industry. The data we have discussed highlight the need for resistance forces to recognize the significance of this region in the following ways: 1. Despite a noticeable division among Latin American countries in their responses to Operation al-Aqsa Flood and its aftermath, the balance of support leans considerably toward the resistance. This is due to the increasing leftist inclination in the region, particularly in its major countries. Demonstrations in support of Palestine have occurred in Brazil, Bolivia, Venezuela, Cuba, Peru and Chile. 2. Cutting ties with Israel, recalling ambassadors, or participating in cases against it in the ICJ and the ICC by Latin American countries is perhaps the most significant in terms of political impact. This development requires follow-up, including providing these countries with relevant information and support to reinforce this trend. 3. Despite their Anglican background, public opinion trends in these countries reveal a strong sympathy for Palestinian suffering, which is more than twice as significant as the sympathy for Israel. This is evident from the approval rates toward President Biden’s pro-Israel policies. These findings suggest the need for engaging with leftist forces in the region based on shared libertarian values. 4. Comparing the trade between Latin American and Israel, which was $6 billion in 2022, to the trade with Arab countries, the trade volume with the Gulf countries alone is more than three times greater than that with Israel. However, the political influence of these trade relations with the Arab world remains relatively modest.[18] 5. Arab and Palestinian diplomacy should focus on four Latin American countries-Brazil, Mexico, Argentina and Colombia—due to their significant political, economic and demographic influence in the international arena. References [1] An expert in futures studies, a former professor in the Department of Political Science at Yarmouk University in Jordan and a holder of Ph.D. in Political Science from Cairo University. He is also a former member of the Board of Trustees of Al-Zaytoonah University of Jordan, Irbid National University, the National Center for Human Rights, the Board of Grievances and the Supreme Council of Media. He has authored 37 books, most of which are focused on future studies in both theoretical and practical terms, and published 120 research papers in peer-reviewed academic journals. [2] CELAC/ Zone of Peace: “A key step to countering the globalization of militarism” – UN Expert, site of The Office of the High Commissioner for Human Rights, 3/2/2014, https://www.ohchr.org/en/press-releases/2014/02/celac-zone-peace-key-step-countering-globalization-militarism-un-expert [3] World Economic Outlook Database: October 2023, site of International Monetary Fund, https://www.imf.org/en/Publications/WEO/weo-database/2023/October/weo-report?c=311,213,314,313,316,339,218,223,228,233,238,321,243,248,253,328,258,336,2; GDP, PPP (current international $) – Latin America & Caribbean, site of World Bank Group, https://data.worldbank.org/indicator/NY.GDP.MKTP.PP.CD?locations=ZJ; and List of Latin American and Caribbean countries by GDP (PPP), site of Wikipedia, https://en.wikipedia.org/wiki/List_of_Latin_American_and_Caribbean_countries_by_GDP_(PPP)#cite_note-1 [4] Latin America’s left-wing experiment is a warning to the world, site of The Economist newspaper, 18/5/2023, https://www.economist.com/the-americas/2023/05/18/latin-americas-left-wing-experiment-is-a-warning-to-the-world [5] For a historical overview of Israel’s relations with Latin America, see Walid ‘Abd al-Hay, Academic Paper: Israeli Relations with Latin America, site of al-Zaytouna Centre for Studies and Consultations, 5/4/2021, https://eng.alzaytouna.net/2021/04/05/academic-paper-israeli-relations-with-latin-america/ [6] Estimates vary, but the number of signatories is likely to be 27, see CELAC member states divided over Israel-Gaza war stance, site of SEARCHLIGHT, 5/3/2024, https://www.searchlight.vc/front-page/2024/03/05/celac-member-states-divided-israel-gaza-war-stance; and Brazil, 23 other Celac countries call for immediate ceasefire in Gaza, site of Agencia Brasil, 4/3/2024, https://agenciabrasil.ebc.com.br/en/internacional/noticia/2024-03/brazil-23-other-celac-countries-call-immediate-ceasefire-gaza [7] CELAC summit fails to take unanimous position on Gaza, site of iWitness News, 2/3/2024, https://www.iwnsvg.com/2024/03/02/celac-summit-fails-to-take-unanimous-position-on-gaza [8] Latin American peace, anti-imperialism, and Gaza at the heart of CELAC, site of Al Mayadeen English, 1/3/2024, https://english.almayadeen.net/news/politics/latin-american-peace–anti-imperialism–and-gaza-at-the-hear; Oliver Stuenkel, The Israel-Hamas War Is Inflaming Polarization in Latin America, site of Americas Quarterly (AQ), 16/11/2023, https://www.americasquarterly.org/article/the-israel-hamas-war-is-inflaming-polarization-in-latin-america; Ecuador VP says she will go to Israel amid spat with president, Reuters News Agency, 28/11/2023, https://www.reuters.com/world/middle-east/ecuador-vp-says-she-will-go-israel-amid-spat-with-president-2023-11-28; and At CELAC, Lula extols the potential of Latin Americans and Caribbeans as an integrated bloc, site of Planalto, 5/3/2024, https://www.gov.br/planalto/en/latest-news/2024/03/at-celac-lula-extols-the-potential-of-latin-americans-and-caribbeans-as-an-integrated-bloc [9] For detailed information on the positions of CELAC countries, either individually or as a bloc, please refer to the following references, see Rogelio Núñez Castellano and Carlos Malamud, Latin America and the Gaza crisis, site of The Elcano Royal Institute, 24/11/2023, https://www.realinstitutoelcano.org/en/analyses/latin-america-and-the-gaza-crisis; Enrique Reina (@EnriqueReinaHN), site of X (Twitter), 3/11/2023, 10:01, https://x.com/EnriqueReinaHN/status/1720531624289575107; Brazil’s president withdraws his country’s ambassador to Israel after criticizing the war in Gaza, site of Associated Press (AP), 29/5/2024, https://apnews.com/article/brazil-lula-israel-ambassador-withdrawn-af9d295d989a86c4fcd8ca4531350f42; Colombia breaks diplomatic ties with Israel but its military relies on key Israeli-built equipment, AP, 3/5/2024, https://apnews.com/article/colombia-israel-diplomatic-ties-military-equipment-0c04009ccfc6110e20ee358403509500; President Milei’s surprising devotion to Judaism and Israel provokes tension in Argentina and beyond, AP, 3/6/2024, https://apnews.com/article/milei-judaism-hezbollah-israel-hamas-war-netanyahu-d8831369a6bc8a96205d4080d2b2045b; Argentina demands that Bolivia explain its new defense agreement with Iran, AP, 25/7/2023, https://apnews.com/article/argentina-bolivia-iran-defense-mou-2cb8c5917fdb6d3e01af4c67af969797; Israel/ Argentina, site of Observatory of Economic Complexity (OEC), https://oec.world/en/profile/bilateral-country/isr/partner/arg; Latin America divided and nuanced on Israel-Hamas conflict, site of Buenos Aires Times, 1/11/2023, https://www.batimes.com.ar/news/latin-america/latin-america-divided-and-nuanced-on-the-israel-hamas-conflict.phtml; Marta Tawil Kuri, Perspectives from the Global South: Latin America’s Fragmented Approach to Palestine, site of Arab reform initiative (ARI), 15/12/2023, https://www.arab-reform.net/publication/perspectives-from-the-global-south-latin-americas-fragmented-approach-to-palestine; IntelBrief: Leaders in Latin America Speak Loudly on Gaza, site of The Soufan Center (TSC), 1/3/2024, https://thesoufancenter.org/intelbrief-2024-march-1; Honduran president in Israel for opening of Jerusalem embassy, site of i24NEWS, 24/6/2021, https://www.i24news.tv/en/news/israel/diplomacy-defense/1624517565-honduran-president-in-israel-for-opening-of-jerusalem-embassy; Angeline Montoya, In Honduras, the mixed track record of President Xiomara Castro, site of Le Monde, 10/2/2023, https://www.lemonde.fr/en/international/article/2023/02/10/in-honduras-the-mixed-track-record-of-president-xiomara-castro_6015218_4.html; Latin America countries hold rallies in support of Palestine, site of Anadolu Agency (AA), 4/3/2024, https://www.aa.com.tr/en/americas/latin-america-countries-hold-rallies-in-support-of-palestine/3154305; Latin America: Demonstrations expressing support for Palestinians scheduled in several regional cities Oct. 20-22, site of Crisis24, 20/10/2023, https://crisis24.garda.com/alerts/2023/10/latin-america-demonstrations-expressing-support-for-palestinians-scheduled-in-several-regional-cities-oct-20-22; Gaza solidarity sweeps across Latin America, site of Middle East Monitor (MEMO), 23/10/2023, https://www.middleeastmonitor.com/20231023-gaza-solidarity-sweeps-across-latin-america; Alejandro Santos Cid, University Gaza solidarity protests extend to Mexico: ‘We are urgently calling for an end to genocide’, site of EL PAÍS, 4/5/2024, https://english.elpais.com/international/2024-05-04/university-gaza-solidarity-protests-extend-to-mexico-we-are-urgently-calling-for-an-end-to-genocide.html; site of PRIMICIAS, 7/10/2023, https://www.primicias.ec/noticias/politica/ecuador-condena-ataque-hamas-israel (in Spanish) [10] See Lithium, severing ties with Israel, or rapprochement with Russia? What is the secret to the failed Bolivian coup?, site of RT, 28/6/2024, https://arabic.rt.com/world/1578053- الليثيوم-غزة-أم-موسكو-أيهم-كلمة-السر-في-الانقلاب-البوليفي-الفاشل/; and Türkiye and Bolivia: Experiences of Resisting Coups in a Changing World, site of Turk Press, 29/6//2024, https://www.turkpress.co/node/102003 [11] Patricia Garip, What Does Latin America Think About the Israel-Hamas War?, site of Foreign Policy, 29/1/2024, https://foreignpolicy.com/2024/01/29/israel-hamas-gaza-war-latin-america-chile-argentina-colombia-mexico-genocide/ [12] Lazar Berman, Israel livid as Brazil’s Lula says Israel like ‘Hitler,’ committing genocide in Gaza, site of Times of Israel, 18/2/2024, https://www.timesofisrael.com/israel-livid-as-brazils-lula-says-israel-like-hitler-committing-genocide-in-gaza/ [13] Argentina shifts historic position on Palestine as UN member state, Buenos Aires Times, 10/5/2024, https://www.batimes.com.ar/news/world/argentina-shifts-historic-position-on-palestine-asun-member-state.phtml [14] AP and TOI STAFF, Argentinian president’s surprising devotion to Judaism and Israel provokes tension, Times of Israel, 3/6/2024, https://www.timesofisrael.com/argentinian-presidents-surprising-devotion-to-judaism-and-israel-provokes-tension/; Argentina/ Israel, site of Observatory of Economic Complexity (OEC), https://oec.world/en/profile/bilateral-country/arg/partner/isr; and Israel/ Argentina, OEC, https://oec.world/en/profile/bilateral-country/isr/partner/arg [15] 4 Trends Among Latin American Internet Users That Will Impact the Market in 2022, site of Americas Market Intelligence (AMI), 9/1/2022, https://americasmi.com/insights/trends-latin-american-internet-users-marketing/#:~:text=In%20Latin%20America%2C%2083%25%20to,websites%2C%20broken%20down%20by%20country; and Annie Pforzheimer, Latin American Views on the Gaza War Are in Flux, site of The Jerusalem Strategic Tribune journal, November 2023, https://jstribune.com/pforzheimer-latin-american-views-on-the-gaza-war-are-in-flux [16] Survey conducted in Spring 2024, see Majorities disapprove of the way Biden is dealing with the Israel-Hamas war, site of Pew Research Center, 10/6/2024, https://www.pewresearch.org/global/2024/06/11/how-well-is-biden-handling-international-issues/gap_2024-06-11_us-image-2024_5_06 [17]Gian Luca Gardini (ed.), External Powers in Latin America: Geopolitics between Neo-extractivism and South-South Cooperation (Routledge, 2021), pp. 153-163; and Political stability – Country rankings, site of TheGlobalEconomy.com, https://www.theglobaleconomy.com/rankings/wb_political_stability/Latin-Am [18]Chase Harrison, Explainer: Latin America’s Relationship with Israel and Palestine, site of Americas Society (AS), Council of the Americas (COA), 16/11/2023, https://www.as-coa.org/articles/explainer-latin-americas-relationship-israel-and-palestine; and “Cultivating Ties: Deepening trade and investment between Latin America and the GCC,” site of Economist Impact, The Economist Group, 2022, https://impact.economist.com/perspectives/sites/default/files/economist_impact__dcci_latam_report_10th_march_2022_english_web.pdf

Diplomacy
NATO symbol on the background of the American flag. Organization of the North Atlantic Treaty.

The future of NATO after the US elections

by Evelyn Gaiser, Konrad Adenauer Foundation , Max Willem Fricke, Konrad Adenauer Foundation

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском More European responsibility for a sustainable transatlantic relationship ' US geopolitical priorities will continue to shift to the Indo-Pacific region in the coming years, despite the warlike events in Europe. ' Regardless of the outcome of the US elections, it can be assumed that US defense resources will be withdrawn from Europe to the Indo-Pacific. ' Russia is already waging a hybrid war against NATO members in the form of sabotage, espionage, cyber-attacks, and disinformation. Militarily, Russia is threatening the European NATO partners. Europe must function as a credible deterrent against this threat. ' In view of the Russian war of aggression in Ukraine and possible further Russian expansionist ambitions, it is in Europe's own interest to be prepared for a possible partial withdrawal of US troops. ' The US is still the backbone of NATO's defense capabilities in areas such as reconnaissance and deterrence. European countries must contribute significantly more to their defense capability to complement US support and take over parts of it in the medium term. ' By collaborating with partners in the Indo-Pacific, Germany and other European NATO members promote interoperability and competence and signal to the US a willingness to contribute to security beyond the defense of the European Alliance area. ' Whoever rules from the White House after January 20, 2025, must consider the signal the US will send to China if support for Ukraine and engagement in NATO is scaled back. If Russia's war of aggression is successful, China will take note and draw its own conclusions. Introduction The US election campaign is being followed with great interest by security experts and transatlanticists in Europe. This is because the outcome of the election on November 5 will have a major impact on the future of NATO - and thus the most successful defense alliance of all time. This Monitor analyzes what an election victory by Donald Trump on the one hand and an election victory by Kamala Harris on the other could mean for the transatlantic alliance and how the European NATO partners must position themselves to keep transatlantic relations on a sustainable footing. The geopolitical priorities of the USA will continue to shift towards the Indo-Pacific region in the coming years, despite the warlike events in Europe. For decision-makers in Germany and other European NATO states, this means that there is an urgent need to consistently develop their defense policy and take responsibility for security policy. This is the only way to ensure peace and freedom in the European NATO states in the future. A decisive strengthening of European defense capabilities should be the key to shaping a sustainable and future-proof transatlantic partnership. Concerns about a second term for Donald Trump: Trumpproofing NATO There is concern in many European capitals that a second term in office for Donald Trump could have a decisive impact on the stability of transatlantic relations and NATO.1 The buzzword “Trumpproofing NATO” is therefore being used on both sides of the Atlantic to prepare for a possible second Trump administration. There are plenty of reasons for this. Trump has openly threatened to reduce the US troop presence in Europe, restrict intelligence sharing with NATO allies, cut a deal with Russia over Ukraine's head and revoke NATO's Article 5 security guarantee for those who do not contribute sufficiently.2 Take him seriously, not literally!  Trump's unpredictability is part of his political strategy. And so, Europe should prepare for various scenarios. The recommendation made by Republican MPs to their transatlantic partners at the recent NATO summit in Washington appears to be quite groundbreaking: Trump is not to be taken literally, but he should certainly be taken seriously.3 European decision-makers should also look at existing security policy ideas from Trump's environment, as he could - without a security policy strategy of his own - use these as a guide. “Dormant-NATO” - possible withdrawal of large parts of US troops  The concepts of conservative security policy pioneers such as Elbridge Colby4, Sumantra Maitra5 and Dan Caldwell6 are well-known. Colby was the architect of the national security strategy under Trump in 2018 and is considered a candidate for a top security policy post in a possible Trump II administration.7 Caldwell is Vice President and Maitra is a Senior Fellow at the influential Trump-affiliated think tank “Center for Renewing America”. The aforementioned experts advocate an increase in defense spending by European NATO members far above the 2014 target of two percent of gross domestic product.8 Furthermore, they call not only for increased burden-sharing, but also for burden-shifting within NATO.9 So far, Western Europe has acted as a free rider and exploited the US involvement in NATO (“freeriding”) - an insight that has long been shared by Republicans and Democrats, albeit in different tones.10 However, the Republicans go further: in view of rising debts, problems with recruiting soldiers and a defense industry that cannot keep up with the challenge posed by Russia and China, the US can no longer avoid a realignment of NATO.11 Maitra's “Dormant NATO” concept suggests that the USA should only be active in Europe with a limited naval and air force presence in future and would only operate in acute threat situations and in extreme emergencies with nuclear deterrence.12 The majority of the infantry, armored forces, logistics and artillery previously provided by the USA should therefore be provided by the Europeans.13 According to Maitra, the costly US leadership role in NATO is no longer in the interests of the United States, as Russia no longer poses an immediate threat to the US.14 Europe is therefore called upon to take over the conventional defense of its own continent, which is also justified by the fact that the US must focus its security policy resources on the Indo-Pacific and the protection of Taiwan. About Ukraine, Trump is considering a deal with Russia if he wins the election. The content of such a deal could be the end of NATO's eastward expansion and the rejection of NATO membership for Ukraine and Georgia. Trump could also negotiate with Russian President Vladimir Putin over Moscow's Ukrainian territorial claims - over the heads of Ukraine.15 JD Vance - Isolationist approaches of a vice-presidential candidate Donald Trump's vice-presidential candidate JD Vance also criticizes NATO and calls for US resources to be prioritized in Asia, particularly to deter a possible Chinese attack on Taiwan. However, his position on Ukraine stands out in particular: he is completely opposed to US military aid for Ukraine.16 Vance believes that Ukraine cannot win the war against Russia in purely numerical terms and is in favor of negotiations with Russia.17 Another accent of the vice presidential candidate is his clear criticism of the rules-based world order. With him as Vice President, a break with the traditional foreign policy of the United States could become more likely.18 However, Vance has also shown himself to be very changeable in terms of his opinions and convictions, which is why he - like Trump - is difficult to assess overall. Despite the ambiguities and versatility that Trump and his foreign and security policy makers stand for, they are united by a tendency towards isolationism and criticism of NATO. Although a withdrawal from NATO is unlikely, Trump could drastically reduce the US role in the European security architecture. A Trump II scenario could pose further dangers for Ukraine in particular. Continuity under Kamala Harris? While the transatlantic agenda of a Democratic presidential candidate Biden was considered predictable, the nomination of Kamala Harris has brought a new dynamic to the debate about the future of transatlantic relations in case of a Democratic victory. Against this backdrop, it makes sense to look at the defense policy approaches that a Kamala Harris presidency could entail. Would Kamala Harris mean continuity in transatlantic relations? Would Harris be a transatlanticist? Kamala Harris gained important insights into foreign and security policy not only as Vice President, where she was present in the Oval Office or Situation Room for all important foreign policy decisions,19 but also as a Senator on the Home-land Security and Intelligence Committees. This applies to the investigation into Russian influence on the 2016 US elections in the Intelligence Committee, which is also likely to have shaped her view of Vladimir Putin.20 Kamala Harris is regarded as an advocate of transatlantic cooperation. As Vice President, Harris took part in Ukraine peace conference in Switzerland in the summer, met with Ukrainian President Volodymyr Zelensky six times and attended the Munich Security Conference three times. There she reaffirmed the USA's unwavering commitment to NATO and Article 5 of the North Atlantic Treaty.21,22 Her previous statements during the election campaign - particularly at the Democratic Party conference - also indicate that her foreign policy approach will continue to be in line with Joe Biden's NATO policy. Harris emphasized the importance of alliances, her commitment to NATO and her support for Ukraine against the Russian occupation. In the TV duel against Donald Trump, she described NATO as “the greatest military alliance the world has ever known ”23 and announced that she would continue to support Ukraine if she won the election. However, she left open whether she would supply Ukraine with added weapons or authorize the use of American weapons against targets on Russian soil.24 Her current security advisor, Phil Gordon, a proven expert and friend of Europe, is also being touted as a candidate for a high-ranking position in a possible Harris administration.25 There are therefore initial indications that the transatlantic alliance would continue to play an important role in foreign and security policy under Kamala Harris. Tim Walz: Foreign policy profile Harris' candidate for Vice President, Tim Walz, does not yet have a clear foreign policy profile. However, as a long-standing and high-ranking representative of the National Guard, he has ability in military matters. In the past, he has spoken out against military operations in Iraq, Syria and Yemen.26 He also joined Republican politicians in 2016 who spoke out against cuts to the military, as it needs to be well funded in order to meet the challenges in the world.27 The China expert spoke out against Trump's trade arms race with China, but also denounced human rights violations. Walz clearly condemned the Russian war of aggression, signed a law as governor of Minnesota that ended the state's investments in Russia28 and expressed his support for Ukraine29. However, many of his foreign policy positions are unlikely to be completed and will depend on which advisors he chooses to surround himself with. Generational change in the White House Despite Kamala Harris' fundamental support for NATO, her inauguration would mark a generational change in the White House. While President Joe Biden, who was born three years before the end of the Second World War, was significantly socialized politically by the Cold War, Harris began her political career a good twenty years after the fall of the Berlin Wall and does not share the same historical ties to Europe. At the same time, Harris must respond to changing domestic and geopolitical realities. The United States is still the global superpower with a claim to military leadership. However, NATO has recently lost support in public opinion in the USA and the willingness to fund European defense is dwindling.30 Support for Ukraine is also viewed increasingly critically.31 There is also a consensus in broad circles of the Democratic Party that Europe must take more responsibility for its own defense. The economic policy agenda now announced by Harris in the election campaign would be enormously costly.32 This makes a significant increase in defense spending unlikely. The public, politicians and experts33 now perceive China as by far the greatest threat to the security and prosperity of the United States, and Harris is also concerned about China's quest for global political power. Harris has already announced at the party congress that she will ensure that America wins the competition for the 21st century against China.34 In view of increasing tensions in the Indo-Pacific, the transfer of additional military resources, particularly air force and navy, from Europe to the Indo-Pacific region will be unavoidable in the medium term. About NATO, the difference between a Harris and a Trump-led administration is likely to lie in the scope and speed of the withdrawal of US defense resources from Europe. While a withdrawal under Trump could be implemented quickly, an election victory for Harris is more likely to mean a gradual withdrawal and would give the Europeans time to position themselves better in terms of defense policy.35 NATO is still the most important instrument for European defense cooperation. Against the backdrop of the volatile security environment and the shift in priorities in the USA, Europeans must take on more responsibility for the defense of their own continent. This is the only way to ensure that NATO is still a successful defense alliance in the future. However, this debate should not be about Donald Trump or Kamala Harris, but about improving military capabilities to deter and defend against attacks on alliance territory. In view of the Russian war of aggression in Ukraine and possible further Russian expansionist ambitions, it is in Europe's own interest to be prepared for a possible partial withdrawal of US troops. This can only take place in close coordination with the USA and within NATO structures. Europe's security still depends on the USA. Because even if the European pillar of NATO is placed on a more stable footing, European security can only be guaranteed with American support for the near future. The USA is indispensable in NATO. The partners lean on its capabilities and are guided by developments. The US defense budget accounts for around two thirds of defense spending within NATO. There are currently around 85,000 soldiers stationed in Europe.36 This means that US defense spending is almost ten times higher than that of Germany, which has the second highest defense budget in NATO. A substantial proportion of US defense spending currently goes towards protecting European NATO members.37 At the same time, nine NATO countries, including Canada, Spain, and Italy, still spend less than two percent of their GDP on defense. Most of the so-called "strategic enablers", such as reconnaissance, aerial refueling and satellite communications, are currently provided by the USA, whose forces, in contrast to most European armies, are quickly deployable, combat-ready and equipped with sufficient stocks of ammunition.38 Despite all the debates that are taking place in this regard, the nuclear umbrella is likely to remain Europe's life insurance in the future. "New" threat situation requires a rethink. Russian President Vladimir Putin's speech at the Munich Security Conference39 in 2007 was followed by action: Russia's invasion of Georgia in 2008, its illegal annexation of Crimea and the start of the protracted conflict in the Donbass in 2014, its withdrawal from the arms control and security architecture and finally its invasion of Ukraine in 2022.40 The assumption is that, in the event of military success in Ukraine, Putin will declare further territorial claims and take military action. Security experts warn that Russia could press ahead with its imperial expansionism in just a few years and be capable of waging war against a NATO country.41 Russia is already waging a hybrid war against NATO members in the form of sabotage, cyber-attacks and disinformation.42 However, Russia is not the only threat to European security. From the Sahel to the Middle East, there are numerous complex challenges: Terrorism, ongoing conflicts and fueled instability on the southern flank have a negative impact on Europe. The resulting migration movements also have destabilizing effects. Military exercises with Chinese participation in Belarus and cyber-attacks on European NATO partners are also signs of China's growing claim to power in Europe. The ever-closer cooperation between China, Russia, Iran, and North Korea is a challenge for NATO. Decisive strengthening of the European security architecture for a sustainable transatlantic relationship For NATO to support a sustainable foundation, the European and German security architecture must be better secured and coordinated in the future. In the long term, defense spending in Europe should be increased beyond the envisaged two percent of gross domestic product and permanently integrated into national budgets. Resilience means creating resilience, deterrence, and defense capability. In the case of Germany, the threat situation and the resulting security policy requirements do not yet appear to be sufficiently anchored in political awareness. A consistent rethink is needed here. More efficient organization of defence structures and military procurement is needed. At present, the Bundeswehr is only partially capable of defending the country and the alliance, also in view of the gaps that have arisen due to the transfer of weapons and ammunition to Ukraine. A study by the Kiel Institute for the World Economy found that at the current rate of procurement, Germany would need up to almost 100 years to reach the military stocks of 20 years ago.43 Although the turnaround in Germany has been proclaimed, it has not been sufficiently driven forward politically and has not been set up sustainably in terms of financial policy - beyond the special fund. A consistent implementation of the turnaround for a defensible Germany would inevitably require painful savings elsewhere. This must be considered in the domestic political discourse to prepare the public for future necessities. This also includes the debate on compulsory military service and the creation of a new security culture in society. This will only be possible if the threat situation and, conversely, the need for a turnaround are communicated in all their urgency and consistency. In the German arms industry, ability building and close cooperation and coordination with European partners are of crucial importance.44 Promises made to NATO partners must be backed up financially, in terms of personnel, structure and material. While Russia has switched to a war economy, Europe is finding it difficult to significantly increase production. This also requires a stabilization of defence spending. To build up sustainable abilities, the industry needs planning security. And the budget, which provides for hardly any growth in defense spending, does not offer this.45 It is precisely this planning security that would enable the defense industry to create new jobs in the long term and thus take on employees who currently have less of a future in the weakening automotive industry, for example. The (not yet officially published) draft for the new National Security and Defense Industry Strategy, which aims, among other things, to ease access to loans and capital market-based financing for the security and defense industry (SVI), sends a positive signal. The draft states that the “SVI activities are fundamentally compatible with ESG criteria” (Environmental, Social and Corporate Governance) from the perspective of the federal government.46 Strengthening joint commitment in the Indo-Pacific It is not only the USA that has recognized the danger of China's desired supremacy in the Indo-Pacific. European NATO members also see increasing challenges in Asia and have an interest in supporting a rules-based order and free sea and trade routes in the Indo-Pacific, which is of crucial importance not least for an export nation like Germany. European NATO states, including Germany, are becoming increasingly involved in the Indo-Pacific region.47 At the anniversary summit in Washington in July, NATO toughened its tone towards China and clearly stated the danger posed by the ever closer cooperation between Russia, China, Iran and North Korea.48 At the same time, cooperation with the so-called Asia-Pacific 4, the NATO partner states Australia, Japan, New Zealand and South Korea in the Indo-Pacific, is becoming closer. This cooperation must be further strengthened, for which the partner countries Australia49 and Japan50 or the multinational maneuver RIMPAC51 are particularly suitable. By cooperating with like-minded partners in the Indo-Pacific and participating in multinational exercises and freedom-of-navigation operations (FONOPs), Germany and other European NATO members not only defend their interests and promote interoperability and competence, but also signal to their partner, the USA, their willingness to get involved beyond the defense of the European alliance territory and make a contribution to transatlantic security.52 NATO is not a one-way street: clearly communicating added value for the USA. Without the leadership of the United States, NATO will not be able to continue its success story. For this reason, it is crucial to convince the American side and to highlight the strategic interest of the US in preserving this treaty-based peace order and stability in Europe.53 In doing so, the European NATO partners should not only effectively communicate their defense policy progress, but also increasingly provide up-to-date data and figures on the benefits of NATO engagement for the US. The evidence shows that US security engagement has significant positive effects on US trade. According to calculations, trade losses that could result from a US withdrawal from international security commitments in the medium and long term would exceed the potential savings in defense resources.54 European partner states are also making significant purchases of military equipment in the US, as illustrated by the example of the F35 fighter aircraft, for which numerous European states have concluded purchase agreements.55 Since the Russian war of aggression against Ukraine, European demand for US military equipment has risen sharply and in 2023 the US Department of Defense recorded record sales of military equipment and hardware, particularly to European partners and allies.56 NATO's deterrent effect has been instrumental in preventing armed conflict in member countries since its start. The stability that the alliance guarantees therefore also relieves the strain on American resources. Whoever takes office in the White House on January 20, 2025, must consider the signal the US will send to China if support for Ukraine and involvement in NATO are scaled back. If Russia's war of aggression is successful, China will take note and draw its own conclusions. A vacuum in Europe would not only be used by Russia, but also by China to expand its presence and influence on the continent. A US withdrawal from NATO in favor of a stronger focus on its strategic rival China could therefore ultimately play right into the latter's hands. References 1 https://www.kas.de/de/web/auslandsinformationen/artikel/detail/-/content/tun-wir-genug (last request 15.08.2024) 2 https://www.csis.org/analysis/beyond-trump-proofing-natos-real-adversaries (last request 15.08.2024) 3 https://www.washingtonpost.com/national-security/2024/07/11/trump-nato-republicans-con-gress/ (last request 15.08.2024) 4 https://foreignpolicy.com/2024/07/31/elbridge-colby-trump-foreign-policy-military-china/ (last request 16.08.2024) 5 https://americarenewing.com/team/sumantra-maitra/ (last request 20.08.2024) 6 https://www.foreignaffairs.com/united-states/foreign-policy-republican-american-power (last request 02.09.2024) 7 https://www.politico.eu/article/former-president-donald-trump-ally-europe-joe-biden-us-elec-tions-pentagon/ (last request 16.08.2024) 8 https://www.politico.eu/article/trump-ally-warns-eastern-europe-to-rapidly-increase-defense-budgets/ (last request 21.08.2024) 9 https://ip-quarterly.com/en/nato-thrive-europe-needs-wake (last request 29.08.2024) 10 https://americarenewing.com/policy-brief-pivoting-the-us-away-from-europe-to-a-dormant-nato/ (last request 15.08.2024) 11 https://www.politico.com/news/magazine/2024/07/02/nato-second-trump-term-00164517 (last request 15.08.2024) 12 https://americarenewing.com/policy-brief-pivoting-the-us-away-from-europe-to-a-dormant-nato/ (last request 15.08.2024) 13 https://www.politico.com/news/magazine/2024/07/02/nato-second-trump-term-00164517 (last request 02.09.2024) 14 https://americarenewing.com/policy-brief-pivoting-the-us-away-from-europe-to-a-dormant-nato/ (last request 15.08.2024) 15 https://www.politico.com/news/magazine/2024/07/02/nato-second-trump-term-00164517 (last request 02.09.2024) 16 https://foreignpolicy.com/2024/07/18/j-d-vance-trump-foreign-policy-china-ukraine-vice-presi-dent-pick/ (last request 15.08.2024) 17 https://www.cfr.org/blog/meet-jd-vance-republican-vice-presidential-candidate (last request 29.08.2024) 18 https://www.cfr.org/blog/meet-jd-vance-republican-vice-presidential-candidate (last request 29.08.2024) 19 https://english.elpais.com/usa/elections/2024-09-02/kamala-harriss-foreign-policy-continuity-in-substance-a-new-style-in-form-and-the-hot-potato-of-gaza.html# (last request 02.09.2024) 20 Vgl. https://www.npr.org/2024/07/24/nx-s1-5049698/a-perspective-on-kamala-harris-poten-tial-foreign-policy-priorities (last request 08.08.2024)21 Vgl. https://de.usembassy.gov/de/rede-von-us-vizepraesidentin-kamala-harris-auf-der-muenchner-sicherheitskonferenz-2023/ (last request 08.08.2024) 22 Der Artikel 5 zum Bündnisfall der NATO sieht vor, dass im Falle eines bewaffneten Angriffs gegen ein Mitgliedsland, die anderen Mitgliedsstaaten dem angegriffenen Land Beistand leisten. Vgl. Nordatlantikvertrag: https://www.nato.int/cps/en/natohq/official_texts_17120.htm?selec-tedLocale=de (last request 08.08.2024) 23 https://www.youtube.com/live/SGRydccYp0c?si=L4RBnZ0pBsF_JGmm (last request 12.09.2024) 24 https://thehill.com/opinion/international/4874527-the-debate-failed-on-foreign-policy/ (last request 12.09.2024) 25 Vgl. https://www.politico.eu/article/philip-gordon-us-politics-kamala-harris-us-elections-eu-rope-joe-biden-emmanuel-macron/ (last request 08.08.2024) 26 https://foreignpolicy.com/2024/08/07/harris-walz-us-election-progressive-foreign-policy-war-israel-gaza-ukraine/ (last request 09.08.2024) 27 https://fpc.org.uk/us-presidential-election-what-would-a-harris-walz-foreign-policy-look-like/ (last request 02.09.2024) 28 https://www.cbsnews.com/minnesota/news/gov-walz-signs-bill-ending-state-investments-in-russia/ (last request 02.09.2024) 29 https://www.politico.com/news/2024/08/06/tim-walz-vp-harris-veterans-00172782 (letzter Ab-ruf 14.08.2024) 30 https://www.pewresearch.org/global/2024/05/08/americans-opinions-of-nato/ (last request 12.09.2024) 31 https://www.bbc.com/news/world-us-canada-67649497 (last request 09.08.2024) 32 https://www.washingtonpost.com/business/2024/08/16/kamala-harris-2024-policy-child-tax-credit/ (last request 19.08.2024) 33 https://www.c-span.org/video/?c5038077/pacing-challenge (last request 30.08.2024) 34 https://www.ft.com/content/5d50d474-dc4d-4504-8002-7a81874153a8 (last request 03.09.2024) 35 https://www.foreignaffairs.com/united-states/natos-missing-pillar (last request 21.08.2024) 36 https://www.bbc.com/news/world-44717074 (last request 09.08.2024) 37 https://www.politico.com/news/magazine/2024/07/02/nato-second-trump-term-00164517 (last request 03.09.2024) 38 https://ip-quarterly.com/en/nato-thrive-europe-needs-wake (last request 30.08.2024) 39 http://news.bbc.co.uk/2/hi/europe/6350847.stm (last request 04.09.2024) 40 https://ecfr.eu/publication/defending-europe-with-less-america/?amp (last request 03.09.2024)41 https://www.tagesspiegel.de/politik/wir-mussen-raketenabwehr-aufbauen-bundeswehr-sieht-russland-in-funf-bis-acht-jahren-zu-krieg-gegen-nato-fahig-11406908.html (last request 15.08.2024) 42 https://www.csis.org/analysis/beyond-trump-proofing-natos-real-adversaries (last request 15.08.2024) 43 https://www.ifw-kiel.de/de/publikationen/aktuelles/kriegstuechtig-in-jahrzehnten-deutsch-land-ruestet-viel-zu-langsam-gegen-russische-bedrohung-auf/ (last request 18.09.2024) 44 https://www.kas.de/de/web/auslandsinformationen/artikel/detail/-/content/tun-wir-genug (last request 15.08.2024) 45 https://www.dbwv.de/aktuelle-themen/verband-aktuell/beitrag/wuestner-sich-die-augen-zu-halten-reicht-nicht (last request 15.08.2024) 46 https://table.media/wp-content/uploads/2024/08/12162241/Entwurf_Strategie-Staerkung-SVI.pdf (last request 12.09.2024) 47 https://www.bundeswehr.de/en/organization/german-air-force/pacific-skies-24- (last request 05.09.2024) 48 Vgl. https://www.linkedin.com/pulse/nato-jubil%C3%A4umsgipfel-2024-mehr-verantwortung-zemle/ (last request 08.08.2024) 49 https://www.kas.de/de/web/auslandsinformationen/artikel/detail/-/content/fernbeziehung (last request 04.09.2024) 50 https://www.kas.de/de/web/auslandsinformationen/artikel/detail/-/content/die-zusammenar-beit-zwischen-japan-und-der-nato (last request 04.09.2024) 51 https://www.cpf.navy.mil/RIMPAC/ (last request 05.09.2024) 52 https://www.atlanticcouncil.org/content-series/memo-to/nato-leaders-indo-pacific/ (last request 05.09.2024) 53 https://youtu.be/2_djNsTnJcI (last request 14.08.2024) 54 https://www.rand.org/pubs/research_reports/RR518.html (last request 04.09.2024) 55 https://euro-sd.com/2024/07/articles/39541/f-35-in-europe-a-takeover/ (last request 04.09.2024) 56 https://www.defense.gov/News/News-Stories/Article/Article/3736017/dod-has-seen-huge-in-crease-in-military-sales-since-ukraine-invasion/ (last request 04.09.2024)

Defense & Security
Harris and Trump presidential election 2024. Word cloud showing their political key issues.

The Armageddon Agenda: Kamala Harris, Donald Trump, and the Race to Oblivion

by Michael T. Klare

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The next president of the US will face various challenges that divide the nation, including a nuclear defense policy. The next president of the United States, whether Kamala Harris or Donald Trump, will face many contentious domestic issues that have long divided this country, including abortion rights, immigration, racial discord, and economic inequality. In the foreign policy realm, she or he will face vexing decisions over Ukraine, Israel/Gaza, and China/Taiwan. But one issue that few of us are even thinking about could pose a far greater quandary for the next president and even deeper peril for the rest of us: nuclear weapons policy. Consider this: For the past three decades, we’ve been living through a period in which the risk of nuclear war has been far lower than at any time since the Nuclear Age began — so low, in fact, that the danger of such a holocaust has been largely invisible to most people. The collapse of the Soviet Union and the signing of agreements that substantially reduced the U.S. and Russian nuclear stockpiles eliminated the most extreme risk of thermonuclear conflict, allowing us to push thoughts of nuclear Armageddon aside (and focus on other worries). But those quiescent days should now be considered over. Relations among the major powers have deteriorated in recent years and progress on disarmament has stalled. The United States and Russia are, in fact, upgrading their nuclear arsenals with new and more powerful weapons, while China — previously an outlier in the nuclear threat equation — has begun a major expansion of its own arsenal. The altered nuclear equation is also evident in the renewed talk of possible nuclear weapons use by leaders of the major nuclear-armed powers. Such public discussion largely ceased after the Cuban Missile Crisis of 1962, when it became evident that any thermonuclear exchange between the U.S. and the Soviet Union would result in their mutual annihilation. However, that fear has diminished in recent years and we’re again hearing talk of nuclear weapons use. Since ordering the invasion of Ukraine, Russian President Vladimir Putin has repeatedly threatened to employ nuclear munitions in response to unspecified future actions of the U.S. and NATO in support of Ukrainian forces. Citing those threats, along with China’s growing military might, US Congress has authorized a program to develop more “lower-yield” nuclear munitions supposedly meant (however madly) to provide a president with further “options” in the event of a future regional conflict with Russia or China. Thanks to those events and related developments, the world is now closer to an actual nuclear conflagration than at any time since the end of the Cold War. And while popular anxiety about a nuclear exchange may have diminished, keep in mind that the explosive power of existing arsenals has not. Imagine this, for instance: even a “limited” nuclear war — involving the use of just a dozen or so of the hundreds of intercontinental ballistic missiles (ICBMs) possessed by China, Russia, and the United States — would cause enough planetary destruction to ensure civilization’s collapse and the death of billions of people. And consider all of that as just the backdrop against which the next president will undoubtedly face fateful decisions regarding the production and possible use of such weaponry, whether in the bilateral nuclear relationship between the U.S. and Russia or the trilateral one that incorporates China. The U.S.-Russia Nuclear Equation  The first nuclear quandary facing the next president has an actual timeline. In approximately 500 days, on February 5th, 2026, the New Strategic Arms Reduction Treaty (New START), the last remaining nuclear accord between the U.S. and Russia limiting the size of their arsenals, will expire. That treaty, signed in 2010, limits each side to a maximum of 1,550 deployed strategic nuclear warheads along with 700 delivery systems, whether ICBMs, submarine-launched ballistic missiles (SLBMs), or nuclear-capable heavy bombers. (That treaty only covers strategic warheads, or those intended for attacks on each other’s homeland; it does not include the potentially devastating stockpiles of “tactical” nuclear munitions possessed by the two countries that are intended for use in regional conflicts.) At present, the treaty is on life support. On February 21st, 2023, Vladimir Putin ominously announced that Russia had “suspended” its formal participation in New START, although claiming it would continue to abide by its warhead and delivery limits as long as the U.S. did so. The Biden administration then agreed that it, too, would continue to abide by the treaty limits. It has also signaled to Moscow that it’s willing to discuss the terms of a replacement treaty for New START when that agreement expires in 2026. The Russians have, however, declined to engage in such conversations as long as the U.S. continues its military support for Ukraine. Accordingly, among the first major decisions the next president has to make in January 2025 will be what stance to take regarding the future status of New START (or its replacement). With the treaty’s extinction barely more than a year away, little time will remain for careful deliberation as a new administration chooses among several potentially fateful and contentious possibilities. Its first option, of course, would be to preserve the status quo, agreeing that the U.S. will abide by that treaty’s numerical limits as long as Russia does, even in the absence of a treaty obliging it to do so. Count on one thing, though: such a decision would almost certainly be challenged and tested by nuclear hawks in both Washington and Moscow. Of course, President Harris or Trump could decide to launch a diplomatic drive to persuade Moscow to agree to a new version of New START, a distinctly demanding undertaking, given the time remaining. Ideally, such an agreement would entail further reductions in the U.S. and Russian strategic arsenals or at least include caps on the number of tactical weapons on each side. And remember, even if such an agreement were indeed to be reached, it would also require Senate approval and undoubtedly encounter fierce resistance from the hawkish members of that body. Despite such obstacles, this probably represents the best possible outcome imaginable. The worst — and yet most likely — would be a decision to abandon the New START limits and begin adding yet more weapons to the American nuclear arsenal, reversing a bipartisan arms control policy that goes back to the administration of President Richard Nixon. Sadly, there are too many members of Congress who favor just such a shift and are already proposing measures to initiate it. In June, for example, in its version of the National Defense Authorization Act for fiscal year 2025, the Senate Armed Services Committee instructed the Department of Defense to begin devising plans for an increase in the number of deployed ICBMs from 400 of the existing Minuteman-IIIs to 450 of its replacement, the future Sentinel ICBM. The House Armed Services Committee version of that measure does not contain that provision but includes separate plans for ICBM force expansion. (The consolidated text of the bill has yet to be finalized.) Should the U.S. and/or Russia abandon the New START limits and begin adding to its atomic arsenal after February 5th, 2026, a new nuclear arms race would almost certainly be ignited, with no foreseeable limits. No matter which side announced such a move first, the other would undoubtedly feel compelled to follow suit and so, for the first time since the Nixon era, both nuclear powers would be expanding rather than reducing their deployed nuclear forces — only increasing, of course, the potential for mutual annihilation. And if Cold War history is any guide, such an arms-building contest would result in increased suspicion and hostility, adding a greater danger of nuclear escalation to any crisis that might arise between them. The Three-Way Arms Race  Scary as that might prove, a two-way nuclear arms race isn’t the greatest peril we face. After all, should Moscow and Washington prove unable to agree on a successor to New START and begin expanding their arsenals, any trilateral nuclear agreement including China that might slow that country’s present nuclear buildup becomes essentially unimaginable. Ever since it acquired nuclear weapons in 1964, the People’s Republic of China (PRC) pursued a minimalist stance when it came to deploying such weaponry, insisting that it would never initiate a nuclear conflict but would only use nuclear weapons in a second-strike retaliatory fashion following a nuclear attack on the PRC. In accordance with that policy, China long maintained a relatively small arsenal, only 200 or so nuclear warheads and a small fleet of ICBMs and SLBMs. In the past few years, however, China has launched a significant nuclear build-up, adding another 300 warheads and producing more missiles and missile-launching silos — all while insisting its no-first-use policy remains unchanged and that it is only maintaining a retaliatory force to deter potential aggression by other nuclear-armed states. Some Western analysts believe that Xi Jinping, China’s nationalistic and authoritarian leader, considers a larger arsenal necessary to boost his country’s status in a highly competitive, multipolar world. Others argue that China fears improvements in U.S. defensive capabilities, especially the installation of anti-ballistic missile systems, that could endanger its relatively small retaliatory force and so rob it of a deterrent to any future American first strike. Given the Chinese construction of several hundred new missile silos, Pentagon analysts contend that the country plans to deploy as many as 1,000 nuclear warheads by 2030 and 1,500 by 2035 — roughly equivalent to deployed Russian and American stockpiles under the New START guidelines. At present, there is no way to confirm such predictions, which are based on extrapolations from the recent growth of the Chinese arsenal from perhaps 200 to 500 warheads. Nonetheless, many Washington officials, especially in the Republican Party, have begun to argue that, given such a buildup, the New START limits must be abandoned in 2026 and yet more weapons added to the deployed U.S. nuclear stockpile to counter both Russia and China. As Franklin Miller of the Washington-based Scowcroft Group and a former director of nuclear targeting in the office of the secretary of defense put it, “Deterring China and Russia simultaneously [requires] an increased level of U.S. strategic warheads.” Miller was one of 12 members of the Congressional Commission on the Strategic Posture of the United States, a bipartisan group convened in 2022 to reconsider America’s nuclear policies in light of China’s growing arsenal, Putin’s nuclear threats, and other developments. In its final October 2023 report, that commission recommended numerous alterations and additions to the American arsenal, including installing multiple warheads (instead of single ones) on the Sentinel missiles being built to replace the Minuteman ICBM and increasing the number of B-21 nuclear bombers and Columbia-class ballistic-missile submarines to be produced under the Pentagon’s $1.5 trillion nuclear “modernization” program. The Biden administration has yet to endorse the recommendations in that report. It has, however, signaled that it’s considering the steps a future administration might take to address an expanded Chinese arsenal. In March, the White House approved a new version of a top-secret document, the Nuclear Employment Guidance, which for the first time reportedly focused as much on countering China as Russia. According to the few public comments made by administration officials about that document, it, too, sets out contingency plans for increasing the number of deployed strategic weapons in the years ahead if Russia breaks out of the current New START limits and no arms restraints have been negotiated with China. “We have begun exploring options to increase future launcher capacity or additional deployed warheads on the land, sea, and air legs [of the nuclear delivery “triad” of ICBMs, SLBMs, and bombers] that could offer national leadership increased flexibility, if desired, and executed,” said acting Assistant Secretary of Defense Policy Vipin Narang on August 1st. While none of those options are likely to be implemented in President Biden’s remaining months, the next administration will be confronted with distinctly ominous decisions about the future composition of that already monstrous nuclear arsenal. Whether it is kept as is or expanded, the one option you won’t hear much about in Washington is finding ways to reduce it. And count on one thing: even a decision simply to preserve the status quo in the context of today’s increasingly antagonistic international environment poses an increased risk of nuclear conflict. Any decision to expand it, along with comparable moves by Russia and China, will undoubtedly create an even greater risk of instability and potentially suicidal nuclear escalation. The Need for Citizen Advocacy  For many of us, nuclear weapons policy seems like a difficult issue that should be left to the experts. This wasn’t always so. During the Cold War years, nuclear war seemed like an ever-present possibility and millions of Americans familiarized themselves with nuclear issues, participating in ban-the-bomb protests or the Nuclear Weapons Freeze Campaign of the 1980s. But with the Cold War’s end and a diminished sense of nuclear doom, most of us turned to other issues and concerns. Yet the nuclear danger is growing rapidly and so decisions regarding the U.S. arsenal could have life-or-death repercussions on a global scale. And one thing should be made clear: adding more weapons to the U.S. arsenal will not make us one bit safer. Given the invulnerability of this country’s missile-bearing nuclear submarines and the multitude of other weapons in our nuclear arsenal, no foreign leader could conceivably mount a first strike on this country and not expect catastrophic retaliation, which in turn would devastate the planet. Acquiring more nuclear weapons would not alter any of this in the slightest. All it could possibly do is add to international tensions and increase the risk of global annihilation. As Daryl Kimball, executive director of the Arms Control Association, a nonpartisan research and advocacy outfit, put it recently: “Significant increases in the U.S. deployed nuclear arsenal would undermine mutual and global security by making the existing balance of nuclear terror more unpredictable and would set into motion a counterproductive, costly action-reaction cycle of nuclear competition.” A decision to pursue such a reckless path could occur just months from now. In early 2025, the next president, whether Kamala Harris or Donald Trump, will be making critical decisions regarding the future of the New START Treaty and the composition of the U.S. nuclear arsenal. Given the vital stakes involved, such decisions should not be left to the president and a small coterie of her or his close advisers. Rather, it should be the concern of every citizen, ensuring vigorous debate on alternative options, including steps aimed at reducing and eventually eliminating the world’s nuclear arsenals. Without such public advocacy, we face the very real danger that, for the first time since the atomic bombings of Hiroshima and Nagasaki in August 1945, nuclear weapons will again be detonated on this planet, with billions of us finding ourselves in almost unimaginable peril. The article was translated and licensed under CC BY-SA 3.0 ES (Atribución-CompartirIgual 3.0 España).