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한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Press statement on the occasion of the visit of French President Emmanuel Macron Full statement to the press by the President of the Republic, Luiz Inácio Lula da Silva, following the visit of French President Emmanuel Macron in Brasília (DF), on March 28, 2024 It is a great joy to reciprocate the hospitality with which my delegation and I were received in Paris when I participated in the Summit for a 'New Global Financial Pact' last June. Over the past three days, we have carried out an extensive agenda that included stops in Belém, home to COP30; Itaguaí, where we have Prosub; and now Brasília, for a State visit. This true marathon gives a sense of the breadth of the cooperation and friendship ties between France and Brazil. Among traditional powers, none are closer to Brazil than France. And among emerging powers, you tell me if any are closer to France than Brazil. In today's highly complex international landscape, the dialogue between our nations serves as a vital bridge connecting the Global South to the developed world, fostering efforts to overcome structural inequalities and achieve a more sustainable planet. Brazil and France are committed to collaborating in advancing a shared global vision through democratic dialogue. A vision grounded in the priority of production over unproductive finance, solidarity over selfishness, democracy over totalitarianism, and sustainability over predatory exploitation. President Macron was able to personally witness that our commitment to the environment is not merely rhetorical. In the past year, we have reduced illegal deforestation in the Amazon by 50%, and we aim to eliminate it entirely by 2030. As a symbol of the revitalization of our partnership, today we embraced a New Action Plan, broadening our collaboration into new arenas. These include financing the ecological and energy transition, advancing in bioeconomy, agriculture, public administration, digital issues, artificial intelligence, and reinforcing human rights and gender equality on our bilateral agenda. This range of topics is reflected in the more than 20 agreements we celebrate today. We discussed the success of the Brazil-France Economic Forum, held yesterday in São Paulo, which had not convened presentially since 2019. We explored ways to expand and diversify trade, which reached 8.4 billion dollars last year and has the potential to grow even further. France is the third-largest investor in Brazil, with a strong presence in sectors such as hospitality, energy, defense, and high technology, which generate employment and income in our country. I presented to President Macron the new investment opportunities in infrastructure and sustainability facilitated by the Growth Acceleration Program (Programa de Aceleração do Crescimento - PAC) and the Neoindustrialization Program. I presented our commitment to combating inequalities as the cornerstone of Brazil's G20 Presidency. Within this context, we are launching a Global Alliance Against Hunger and Poverty. As we mark the 80th anniversary of the Bretton Woods institutions this year, President Macron and I concur on the imperative for the G20 to send a clear message advocating for global governance reform and the reinforcement of multilateralism. We also agree that it is time for the super-rich to pay their fair share of taxes, in line with the proposal for fair and progressive international taxation that Brazil advocates within the G20. As strategic partners, we exchanged views on the major dilemmas facing humanity. Across the globe, democracy is under the shadow of extremism. The denial of politics and the dissemination of "hate speech" are growing and concerning. For this reason, Brazil joined, in 2023, the French initiative Partnership for Information and Democracy and will continue to work to promote and protect the circulation of reliable information. It is time to promote a truly multilateral debate on the governance of artificial intelligence. It is unacceptable for a new divide to emerge, segregating wealthy nations, possessors of this technology, from developing countries where basic internet access remains precarious. I reiterated to President Macron Brazil's unwavering belief in dialogue and the defense of peace. My administration will continue working diligently to ensure that Latin America and the Caribbean remain a conflict-free zone, where dialogue and international law prevail. The Security Council's paralysis in response to the conflicts in Ukraine and Gaza is both alarming and inexplicable. The arguments questioning the obligation to comply with the recent ceasefire directive in Gaza during the month of Ramadan once again undermine the authority of the Council. Discussing a world governed by rules that are not collectively agreed upon signifies a regression of centuries, reverting back to the law of the jungle. Brazil categorically condemns all forms of anti-Semitism and Islamophobia. We cannot permit religious intolerance to gain ground among us. Jews, Muslims, and Christians have always lived in perfect harmony in Brazil, contributing to the construction of the modern nation we see today. Dear friend Macron, the Strategic Partnership with France embodies our joint endeavor to modernize and invigorate our economies, prioritizing sustainability and upholding human rights. I am convinced that, even after three intense days, there is still much work ahead of us. The future holds countless possibilities for our countries to cooperate, develop, and create together I look forward to seeing you again soon at the G20 Summit in Rio de Janeiro. Thank you very much.

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Ukraine is now experiencing a level of existential threat comparable only to the situation immediately after the full-scale Russian invasion in February 2022. But in contrast to then, improvements are unlikely – at least not soon. Not only have conditions along the frontline significantly worsened, according to the Ukrainian commander-in-chief, Oleksandr Syrsky, but the very possibility of a Ukrainian defeat is now discussed in public by people like the former commander of the UK’s Joint Forces Command, General Sir Richard Barrons. Barrons told the BBC on April 13 that Ukraine could lose the war in 2024 “because Ukraine may come to feel it can’t win … And when it gets to that point, why will people want to fight and die any longer, just to defend the indefensible?” This may be his way of trying to push the west to provide more military aid to Ukraine faster. Yet the fact that the Nato secretary general, Jens Stoltenberg, publicly accepts that to end the war Ukraine will have to negotiate with Russia and decide “what kind of compromises they’re willing to do” is a clear indication that things are not going well for Ukraine. There are several reasons for what appears to be an increasingly defeatist narrative. First is the worsening situation at the front where Ukraine lacks both manpower and equipment and ammunition to hold the line against Russia. This will not change any time soon. The new Ukrainian mobilisation law has only just been approved. It will take time to train, deploy and integrate new troops at the front. At the same time, Russia’s economy has been resilient to western sanctions and seen growth driven by the war. On top of deliveries from Iran and North Korea dual-use technology, including electrical components and machine tools for arms manufacture, has been supplied by China. Moscow has also managed to produce a lot of its own equipment and ammunition. Much of this is being made in facilities beyond the reach of Ukrainian weapons. This is not to say that all is well with Russian resupplies, but they are superior to what Ukraine can manage on its own in the absence of western support. Bleak outlook This changing balance of capabilities to sustain the war effort, which now increasingly favours Russia, has enabled the Kremlin to adopt a strategy of grinding down Ukrainian defences along long stretches of the front, especially in Donbas in the east, where Russian pressure has been applied in recent months.     There is also a large concentration of Russian troops across the border from Kharkiv at the moment. Ukraine’s second-largest city has come under increased Russian attacks over the past several weeks which has led to mandatory evacuations from three districts in the region. The approximately 100,000 to 120,000 Russian troops would not be sufficient for another successful Russian cross-border offensive, but they are enough to tie down large numbers of Ukrainian forces which, therefore, cannot be used in other potentially more vulnerable areas of the frontline. Short of a sudden collapse of a significant part of the Ukrainian defence lines, a massive Russian advance is unlikely in the foreseeable future. But part of what Russia is trying to do right now with its broad push against Ukraine’s defences is probe for weaknesses to exploit in a larger offensive later in the spring or early in the summer. In this context, it is important to remember Russia’s proclaimed overall goals, especially the Kremlin’s territorial claims to all four of the regions Moscow annexed in September 2022. There is no indication that these objectives have changed, and Russia’s current operations on the battlefield are consistent with this. Capturing the remainder of the Donetsk region would be the first step and provide a basis for subsequent further gains in the Zaporizhzhia region in southern Ukraine and the Kherson region in the centre, especially retaking the city of Kherson, which Ukraine liberated in late autumn 2022. A Ukrainian withdrawal behind better defensible positions away from the current frontline in Donbas would make the former goal – capturing all of Donbas – more achievable for Russia, but deny the Kremlin success in Zaporzhiya and Kherson. It would also frustrate any Russian hopes of capturing the remainder of the Ukrainian Black Sea coast all the way through to Odesa. Whether this Ukrainian strategy can succeed, however, will significantly depend on what kind of western support will be forthcoming and how soon. Help wanted – right now The most optimistic outcome is that Kyiv’s western allies rapidly increase military support for Ukraine. This must include ammunition, air defence systems, armoured vehicles and drones. At the same time, the western defence industrial base, especially in Europe, needs to switch to a similar war footing as in Russia. On that basis, the situation along the frontlines could stabilise and whatever offensive moves Russia has planned now would not gain much new ground. This most optimistic outcome would constitute a slightly improved situation for Ukraine – any more than that is unlikely at present. The worst case would be a collapse of parts of the frontline that would enable further Russian gains. While not necessarily likely as things stand right now, if it were to happen it would also be a major problem for morale in Ukraine. It would empower doubters in the west to push Ukraine into negotiations at a time when it would be weak, even if almost three-quarters of Ukrainians are open to the idea of negotiations. The worst outcome therefore is not Moscow taking Kyiv, but a military defeat of Ukraine in all but name. A major Russian offensive in the summer, if successful, would force Kyiv into a bad compromise. Beyond defeat for Ukraine, it would also mean humiliation of the west and a likely complete fracturing of the so far relatively united front of support for Kyiv, thus further empowering the Kremlin. In such a scenario, any compromises imposed by Russia on Ukraine on the back of Kremlin wins on the battlefield would probably be mere stepping stones in Putin’s unending quest to restore the Russian empire of his Soviet dreams.

한국어로 읽기 Читать на русском Leer en español Gap In Deutsch lesen اقرأ بالعربية Lire en français What is required of member states between now and the Alliance's anniversary summit in Washington D.C. from July 9 to 11 75 years after its founding, NATO is facing an unprecedented set of challenges. The global security landscape is changing rapidly - from the ongoing war in Ukraine to crucial elections on both sides of the Atlantic. The summit in Washington D.C. will not only be a celebration of the past, but also a crucial marker for the future direction of the Alliance.  NATO is in troubled waters ahead of its 75th birthday - on the one hand, it is not 'brain dead' but offers protection to new members - on the other hand, the challenges are enormous in view of the war in Ukraine.  In the third year of the war, the military situation in Ukraine is serious. The military is coming under increasing pressure and European partners are delivering too little and too slowly.  Western support must be stepped up in order to influence the outcome of the war - Russia's future behavior towards its neighbors also depends on this.  Elections will be held on both sides of the Atlantic in 2024 - the US presidential election in November will be particularly decisive for NATO.  Two thirds of NATO member states are well on the way to meeting the two percent national defense spending target - Germany in particular must ensure that this target is met in the long term.  Now it is up to the leadership of larger countries such as Germany, France and Poland to develop traction in European defense in order to present a future US president with a resilient burden-sharing balance sheet and not leave Ukraine - and the European security order - in the lurch. Return to the core mission In the 75th year of its existence, the North Atlantic Defense Alliance has returned to its core mission: deterrence and defense against a territorial aggressor. NATO defense planning will be reviewed for its resilience before the NATO summit in Washington D.C. from 9 to 11 July 2024. What challenges does the Alliance face in its anniversary year and what needs to happen between now and the NATO summit to make the summit a success? The state of the Alliance ahead of the summit NATO is in difficult waters ahead of its 75th anniversary. On the one hand, it has proven since the beginning of the Russian war of aggression that it is capable of acting and not brain-dead. The two new members, Finland and Sweden, have given up their decades of neutrality because their populations are convinced that they are better protected against Russian aggression within the 30 allies, despite the excellent condition of their military. On the other hand, the admission process has taken much longer than was to be expected given the high level of interoperability of both countries with NATO standards. It took a good twenty months since the application was submitted for both flags to fly on the flagpoles in front of NATO headquarters in Brussels - the internal blockade by Turkey and Hungary is an expression of the Alliance's challenge to maintain a united front against the Russian threat. The Vilnius decision of 2023 to adhere to the previous two percent target for annual defense spending as a percentage of national gross domestic product (GDP) as a minimum figure in future and even to strive for additional spending beyond this is an enormous effort for the members of the alliance - and the biggest point of criticism from its sceptics. The implementation of this goal goes hand in hand with the further development of the defense posture, which was also decided in Vilnius. This includes new regional defense plans that provide for more combat-capable troops that can be deployed more quickly. The Washington summit will show how far the Alliance has come in this respect in a year - gaps between targets and actual capabilities would consequently have to be covered by investments that go beyond the two percent GDP contributions. There are also a number of other important events and factors that will influence the summit. Ukraine's military situation In the third year of the war, the military situation in Ukraine is serious. The fighting has largely turned into a war of position, with high casualties on both sides. The sluggish supply of support from the West means that the Ukrainians have to make do with significantly less than their defense needs. The European Union has failed to meet its promise to deliver one million 155-millimetre shells within a year (by March 2024), while the Russian war economy is producing supplies in multiple shifts. This imbalance is making itself painfully felt in the Ukrainian defense - due to the material deficit, nowhere near enough Russian positions can be eliminated and Russian attacks repelled, and Ukrainian personnel on the front line are depleted. President Volodymyr Zelensky is coming under increasing pressure to mobilize fresh forces for the front. As a result, the Ukrainian military is having to give up some of its terrain in order to conserve material and personnel and take up the most sustainable defensive position possible for the coming weeks and months until relief hopefully comes. comes.1 The Czech initiative to procure half a million rounds in 155 millimeter caliber and 300,000 rounds in 122 millimeter caliber on the world market for Ukraine by June 2024 is urgently needed - but it does not change the fact that Europe and the West are delivering too little and too late, despite the efforts that have been made so far and must continue to be made.2 Even if the US and Europe were to produce at full speed, it would only be half of what Russia produces and receives in support from its allies. Western support therefore urgently needs to be ramped up, as it is of crucial importance for the outcome of the war - and for Russia's future behavior in its neighborhood. Upcoming elections A series of landmark elections will take place on both sides of the Atlantic in the run-up to the summit. The US presidential elections in November 2024 will be of the greatest importance for the future direction of NATO. To date, the USA has been the largest single supporter of Ukraine in the military field; in addition, the USA has decisive weight in the coordination of concrete support from NATO countries - the German Chancellor has repeatedly oriented himself towards US arms deliveries when it comes to the question of German support or even made this a condition for his own commitments.3 While the Democrats in the US Congress continue to support aid packages to Ukraine, the Republican Party is dominated by voices around presidential candidate Donald Trump calling for this "European war" to be left to the Europeans and for domestic challenges to be addressed instead.4 This has led to a months-long blockade of further aid amounting to 60 billion US dollars in the US House of Representatives, which is led by a wafer-thin majority of Republicans. Ukraine urgently needs these supplies to avert shortages in ammunition and air defense. At the time of publication of this Monitor, a release of the funds is not in sight. In terms of foreign policy, there is a bipartisan consensus that the real danger for the USA lies in a systemic conflict with China. Among Republican supporters, impatience with the continuation of the war is increasing, while approval for further support for Ukraine is decreasing. The mood among the general population is similar: between April 2022 and September 2023, the view that the US is doing "too much" for Ukraine increased (from 14% to 41%).5 On the European side, the most important milestone for further support for Ukraine is the election of the new European Parliament from 6 to 9 June 2024. Since the outbreak of the war, approval ratings in the EU for support for Ukraine have been remarkably stable.6 Even in the face of a sometimes difficult economic environment in the 20 eurozone states, approval ratings for the continuation of aid to Ukraine have only fallen slightly in a few EU states - starting from a high level. While the broad center of the EP groups (EPP, S&D and Renew) are united in their support for Ukraine and the transatlantic alliance, the foreign and security policy positioning of the far-right parties of the ECR and ID groups and the non-attached groups is not always clear. According to Nicolai von Ondarza and Max Becker from the German Institute for International and Security Affairs (SWP), while the ECR parliamentary group "largely plays a constructive and compatible role" in foreign and security policy, including with regard to NATO and Ukraine, parts of the ID parliamentary group such as the French Rassemblement National (RN) or the German AfD either voted against resolutions critical of Russia in parliament or abstained.7 According to Olaf Wientzek from the Konrad Adenauer Foundation, both the ECR and ID can expect significant seat gains in the upcoming EP elections.8 In terms of numbers, the ID and ECR groups are competing with Renew to be the third strongest force behind the EPP and S&D - according to current estimates, they all have between 80 and 90 seats. It would be conceivable for the currently non-attached Hungarian Fidesz (currently 13 MEPs) to join both the ECR and ID. In view of the increasing co-decision role of parliament - including for further Ukraine support packages - it is important for the EU how these parties and party alliances position themselves in terms of foreign and security policy.9 In fact, parties in the ID faction represent Russian propaganda within Europe in order to exert influence through disinformation, subversion and mobilization and thus undermine the social consensus with regard to Ukraine and NATO.10 This may also become apparent in individual elections, such as in the eastern German states in September 2024. Economic pressure - prioritizing defence? Global inflation averaged 6.2% in 2023. Current forecasts assume falling inflation rates in the Euro-Atlantic region over the course of 2024 to 2026.11 At the same time, however, global economic growth of 3.1% (2024) and an expected 3.2% (2025) compared to the previous year is well below the projections for the post-pandemic recovery.12 The combination of higher consumer prices and slower economic recovery continues to pose the risk of declining approval for strong support within the populations of the European Ukraine-supporting states. Protests in the face of announcements of cuts in various policy areas have demonstrated this in Germany and Europe over the past year. This does not make it easy to prioritize defence spending from a national perspective for the coming years. In the case of Germany, the defense budget is competing with all other departments in the budget negotiations for 2025, which are calling for an increase in social spending and investments in view of the current burdens on the population.13 At the same time, inflation does not stop at military procurement. As early as 2022, Germany therefore had to cancel a number of planned procurement projects due to increased costs.14 The cost increase also affects the maintenance of existing equipment and personnel. Even if Germany nominally reaches the two percent target in 2024, the increases in national defense spending within the Alliance will actually be lower when adjusted for inflation. Systemic threat from China The increasing systemic confrontation with China is not only identified in the US national security strategy; for the first time, China was classified as a concrete threat by NATO in its Strategic Concept of 2022. China is threatening to annex the democratically governed island of Taiwan to its territory, possibly by military means.15 This would have enormous global escalation potential and far-reaching effects on important international sea routes. Concerns about free trade routes are leading to a convergence of threat perceptions on both sides of the Atlantic. As a result, many European partners are rethinking their relations with China - as is Germany in its China strategy. China's global ambition to restructure the existing multilateral order according to its own ideas does not only affect Taiwan's independence. China's supremacy in key technical and industrial sectors as well as critical infrastructure, rare raw materials and supply chains would lead to a deepening of existing dependencies. Because the USA sees China as a systemic threat to international order, freedom and prosperity, it has been refocusing its efforts since President Obama took office. European NATO partners are therefore expected to invest in Europe's security themselves. Only greater burden-sharing by the Europeans would enable the USA to focus its attention more strongly on the Indo-Pacific. Challenges in new dimensions In addition to the geopolitical challenges outlined above, NATO designated space in 2019 as an additional battlefield to the existing fields - land, air, sea and cyberspace - due to its increased importance.16 In recent decades, China has rapidly expanded its presence in space in both the civilian and military sectors.17 The war in Ukraine has once again underlined the importance of satellite-based intelligence and the significance of connected weapons for combat. In addition, the effects of man-made climate change, which also have an impact on security in the Euro-Atlantic alliance area, have recently become increasingly apparent. At the 2021 NATO summit in Brussels, the Alliance set itself the goal of becoming a leading international organization in understanding and adapting to the effects of climate change on security.18 To this end, it adopted the "Climate Change and Security Action Plan". The NATO countries' homework A successful NATO summit in the anniversary year 2024 would send an important signal of the unity and defense capability of the Euro-Atlantic alliance in the face of Russia's breach of international law in a time of systemic competition. NATO member states are confronted with a complex threat situation ahead of the next summit in Washington D.C.. These give rise to various requirements: More NATO members must reach the two percent target In financial terms, the Washington summit will probably be considered a success if a substantial number of member states reach the two percent target. In 2023, this was the case for eleven countries (Poland, USA, Greece, Estonia, Lithuania, Finland, Romania, Hungary, Latvia, UK, Slovakia).19 In February 2024, NATO Secretary General Jens Stoltenberg announced on the sidelines of a meeting of the Ukraine Contact Group in Brussels that 18 countries would reach the target by the summit.20 Germany, the Netherlands, Czech Republic, Bulgaria, Denmark, Albania and North Macedonia are the countries that have recently reached the target.21 The newest NATO member, Sweden, increases the number to.19 Achieving the two percent target for defense spending is not an end in itself. The discussion within NATO as to whether one should deviate from the numerical contribution target and instead assess the actual capabilities contributed by the individual member states is not a new one. Amounts of money to measure collective defense remain the simplest way to approximate burden-sharing within NATO - and until all countries have achieved this, it will remain the relevant metric in the political discussion. From NATO's perspective, the gap between the desired capabilities listed in the defense plans and the troop contingents registered by the member states has widened steadily of late. In reality, there is no way around increased defense spending in order to adequately equip the required personnel, who would have to be subordinate to the NATO Supreme Allied Commander (SACEUR) in an emergency - from a military perspective, the demand is therefore increasingly being made that two percent should be the minimum target. In order to achieve all the required capabilities, larger contributions are needed from all nations. Due to the threat situation and political pressure, it seems possible that 21 countries, i.e. two thirds of the member states, will meet the two percent target by the NATO summit in Washington. In addition to the 19 countries mentioned above, these are France22 and Montenegro.23 Turkey wants to achieve the target by 2025,24 although this commitment is uncertain in view of the poor economic situation. Italy wants to spend two percent within the next two years25, while Norway should reach the target by 2026 according to Prime Minister Jonas Gahr Stoere26. Slovenia has set 2027 as the target date for meeting the commitments27, while Portugal, Spain and Belgium have set 2030 as the target date. Canada (1.38%), Croatia (1.79%) and Luxembourg (0.72%) have not provided any information. Reduce bureaucracy, speed up procurement In material terms, the main aim is to convert the increased defense spending into "material on the farm" in a timely manner. To achieve this, the planning and procurement processes in many European countries need to be accelerated, made less bureaucratic and at the same time better coordinated. The common European defense will require massive improvements in the coming years. Some announcements have already been made during the pre-election campaign for the European Parliament; here, too, what counts is how the announcements are implemented after the election. Progress must also be made in the area of research and development in order to invest scarce resources in state-of-the-art systems. The question of joint development versus off-the-shelf procurement of available equipment will also have to be decided in many cases. A rethink in European procurement is essential for this. This is primarily the responsibility of the European nation states: long-term contracts with the arms industry must be concluded urgently, cooperation initiated and loans granted for production. Strengthening EU-NATO cooperation and NATO partnership policy NATO's Strategic Concept and the EU's Strategic Compass show a strong convergence in threat analysis. The EU has effective starting points and tools, particularly for cross-cutting challenges such as combating climate change, the threat of hybrid attacks and the protection of critical infrastructure. With the European Peace Facility and other instruments, a concrete institutional framework has been created to strengthen the European pillar in NATO and contribute to fairer burden-sharing on both sides of the Atlantic. The EU and NATO should further intensify the exchange on common challenges and utilize the strengths of the respective forum. In addition to the partnership with the EU, the member states should continue to promote NATO's partnership policy. 2024 marks the 25th anniversary of NATO's eastward enlargement and the 30th anniversary of NATO's Partnership for Peace program. In view of a global confrontation with Russia and an increasingly aggressive China, it is worth taking a look at the instruments that were devised during the Cold War with a view to 'like-minded' partners outside the Alliance. NATO's partnership policy - adapted to the new circumstances - is an ideal instrument for forging close ties with democratic nations in the Indo-Pacific that share NATO's interests and values.28 Investing in interoperability NATO must continue to act as a "guardian of standards" in favor of military interoperability. This year's major exercises as part of "Steadfast Defender 2024" and "Quadriga 2024" will show, among other things, which weaknesses still exist in the various dimensions of interoperability in practical tests. In addition, care must be taken to ensure that military innovations from pioneers within NATO do not leave the Alliance's other allies behind in technical terms. This does not mean that technological progress is slowed down in a race to the bottom; instead, member states with lower expenditure on research and development must be enabled to catch up more quickly - especially in areas such as space technology and the use of artificial intelligence in warfare, it is becoming increasingly important to avoid the technological gap between the members of the alliance. What does this mean for Germany? The Federal Chancellor's announcement on February 27, 2022 that the establishment of the 100 billion euro special fund heralded a turning point in Germany's security policy was seen everywhere in Germany and within the Alliance as the right decision in view of Russia's aggression. In his speech, Olaf Scholz emphasized that Germany was not seeking this expenditure to please allies. The special fund serves national security. However, the acute threat to European security remains and although the NATO target will be reached in 2024, the future of Germany's defense budget is anything but certain. However, investment in the Bundeswehr's defense capabilities is essential to contribute to credible deterrence. The foundation for securing sustainable defense spending in Germany's medium-term financial planning must be laid now, otherwise two percent - depending on the spending status of the special fund - may already be unattainable in 2026, when the regular federal budget is once again used as the basis for calculating the NATO target. As the budget for 2025 will not yet have been decided at the NATO summit in July 2024, the Chancellor will need to make a credible commitment to the allies that Germany will not fall behind. The Bundeswehr will also have to stretch itself enormously in order to achieve the troop levels announced for the new defense plans. The number of servicewomen and men is currently stagnating at just under 182,000. 29 In order to be able to provide the brigade in Lithuania in addition to the nationally required forces and to meet the division commitment for 2026, the Bundeswehr must come significantly closer to the target figure of 203,300 active servicewomen and men by 2027.30 The questions of how many of the 182,000 soldiers available on paper are also willing to become part of the brigade in Lithuania and how many of the total number are actually deployable in an emergency have not even been asked at this point. What counts now - political leadership The security situation in Europe is serious and NATO has no shortage of challenges in its 75th year of existence. It is in good shape to meet these challenges and has welcomed two strong nations into its ranks, Finland and Sweden. However, it is now important not to let up in the efforts that have been agreed. A united external stance is key here, as the current NATO Secretary General Jens Stoltenberg never tires of emphasizing. His successor will have to continue this. Even more important, however, are actual, concrete and substantial actions - the English expression "put one's money where one's mouth is" must be the leitmotif of all European NATO nations in view of the US elections at the end of the year, regardless of the outcome. Ultimately, political leadership is what counts within the alliance in virtually all the areas mentioned - and it matters now. Many smaller countries in Europe look to the larger member states such as Germany, France and Poland for leadership. This applies both in terms of sustainable compliance with the two percent target and when it comes to political agreement and cooperation in the field of armaments. Here, the larger states have a role model and leadership function that can develop traction and pressure on the Alliance as a whole. This political leadership will be more important than ever for the European representatives in NATO in 2024. At the moment, however, it seems questionable whether the current leadership vacuum can be filled before the NATO summit. Germany, France and Poland have not yet been able to develop a jointly coordinated stance that could have a positive effect. It is therefore also questionable whether the NATO summit will be able to send important signals beyond the minimum objectives. The US presidential election hangs over everything like a sword of Damocles - the erratic leadership style of another US President Donald Trump could be difficult to reconcile with the strategic goals of the alliance. Imprint This publication of the Konrad-Adenauer-Stiftung e. V. is for information purposes only. It may not be used by political parties or election campaigners or helpers for the purpose of election advertising. This applies to federal, state and local elections as well as elections to the European Parliament. Publisher: Konrad-Adenauer-Stiftung e. V., 2024, Berlin Design: yellow too, Pasiek Horntrich GbR Produced with the financial support of the Federal Republic of Germany. References 1 Reisner, Markus: So ernst ist die Lage an der Front. In: Streitkräfte und Strategien Podcast, NDR Info, 12.03.2024, online unter: https://ogy.de/0ne7 2 Zachová, Aneta: Tschechische Initiative: Munition für Ukraine könnte im Juni eintreffen. Euractiv, 13.03.2024, online unter https://ogy.de/gofh 3 Besonders eindrücklich bleibt das Beispiel der Lieferung schwerer Waffen in Erinnerung: so rang sich Bundeskanzler Scholz zur Freigabe der Lieferung Leopard-Panzer deutscher Fertigung erst nach amerikanischer Zusage von Abrams-Panzern von militärisch zweifelhaftem Mehrwert durch. 4 Dress, Brad: Ramaswamy isolates himself on Ukraine with proposed Putin pact. In: The Hill, 01.09.2023, online unter: https://ogy.de/c9ow 5 Hutzler, Alexandra: How initial US support for aiding Ukraine has come to a standstill 2 years later. ABC News, 24.02.2024, online unter https://ogy.de/h0z6 6 Grand, Camille u.a.: European public opinion remains supportive of Ukraine. Bruegel, 05.06.2023, online unter https://ogy.de/ipbu 7 von Ondarza, Nicolai und Becker, Max: Geostrategie von rechts außen: Wie sich EU-Gegner und Rechtsaußenparteien außen- und sicherheitspolitisch positionieren. SWP-aktuell, 01.03.2024, online unter: https://ogy.de/a62v 8 Wientzek, Dr. Olaf: EVP-Parteienbarometer Februar 2024 - Die Lage der Europäischen Volkspartei in der EU. Konrad-Adenauer-Stiftung, 06.03.2024, online unter https://ogy.de/fv9b 9 s. Footnote 7 10 Klein, Margarete: Putins „Wiederwahl“: Wie der Kriegsverlauf die innenpolitische Stabilität Russlands bestimmt. In: SWP-Podcast, 06.03.2024, online unter: https://ogy.de/7i5s 11 Potrafke, Prof. Dr. Niklas: Economic Experts Survey: Wirtschaftsexperten erwarten Rückgang der Inflation weltweit (3. Quartal 2023). ifo-Institut, 19. Oktober 2023, online unter: https://ogy.de/wunq 12 Umersbach, Bruno: Wachstum des weltweiten realen Bruttoinlandsprodukts (BIP) von 1980 bis 2024. Statista, 07.02.2024, online unter: https://ogy.de/5ohz 13 Petersen, Volker: Ampel droht Zerreißprobe: Vier Gründe, warum der Haushalt 2025 so gefährlich ist. N-tv, 07.03.2024, online unter: https://ogy.de/9fcl 14 Specht, Frank u.a.: Regierung kürzt mehrere Rüstungsprojekte. Handelsblatt, 24.10.2022, online unter: https://ogy.de/71z3 15 Vgl. Wurzel, Steffen u.a.: Worum es im Konflikt um Taiwan geht. Deutschlandfunk, 12.04.2023, online unter https://ogy.de/ddc1 16 Vogel, Dominic: Bundeswehr und Weltraum - Das Weltraumoperationszentrum als Einstieg in multidimensionale Operationen. Stiftung Wissenschaft und Politik, 01.10.2020, online unter: https://ogy.de/c7m1 17 Rose, Frank A.: Managing China‘s rise in outer space. Brookings, letzter Zugriff am 18.09.2023, online unter https://ogy.de/374g 18 Vgl. Kertysova, Katarina: Implementing NATO’s Climate Security Agenda: Challenges Ahead. In: NATO Review, 10.08.2023, online unter: https://ogy.de/ho94 19 Vgl. Statista: Defense expenditures of NATO countries as a percentage of gross domestic product in 2023. Abgerufen am 18.09.2023 online unter https://ogy.de/wtsb 20 Neuhann, Florian: Ukraine-Kontaktgruppe in Brüssel: Eine Krisensitzung - und ein Tabubruch? ZDF heute, 14.02.2024, online unter https://ogy.de/rezf 21 Mendelson, Ben: Diese Nato-Länder halten 2024 das Zwei-Prozent-Ziel ein. Handelsblatt, 15.02.2024, online unter https://ogy.de/quiu 22 Kayali, Laura: France will reach NATO defense spending target in 2024. Politico, 15.02.2024, online unter https://ogy.de/7vdd 23 https://icds.ee/en/defence-spending-who-is-doing-what/ 24 Vgl. Daily Sabah: Türkiye’s defense spending expected to constitute 2% of GDP by 2025. 21.10.2022, online unter https://ogy.de/xtbr 25 Vgl. Decode39: Defence spending: Rome’s path towards the 2% target. 20.07.2023, online unter https://ogy.de/c0g3 26 Waldwyn, Karl: Norwegian defence chief sounds alarm and raises sights. In: Military Balance Blog, International Institute for Strategic Studies, 23.06.2023, online unter https://ogy.de/8b4a 27 Vgl. Army Technology: Russian threat driving Slovenia’s defence budget increase. 02.08.2022, online unter https://ogy.de/c5y7 28 Vgl. Kamp, Dr. Karl-Heinz: Allianz der Interessen. In: IP, Ausgabe September/Oktober 29 Vgl. Bundeswehr. Stand: 31.07.2023, abgerufen am 19.09.2023, online unter: https://ogy.de/m69j 30 Bundeswehr: Ambitioniertes Ziel: 203.000 Soldatinnen und Soldaten bis 2027. Online unter https://ogy.de/3pzs

한국어로 읽기 Читать на русском Leer en español Gap In Deutsch lesen اقرأ بالعربية Lire en français On 24 February 2022, Russian troops pushed into Ukraine from multiple fronts, bombarding cities like Kharkiv and the capital Kyiv. The invasion plunged Europe into its worst security crisis in decades and prompted a massive outpouring of military aid and economic sanctions on Russia from NATO and Western allies (Ramzy 2022). There were warning signs beforehand, as Russia had massed over 100,000 troops on Ukraine’s borders for months and issued demands to roll back NATO’s presence in Eastern Europe (Roth, Dan, David and Nana 2022). Yet the full-scale invasion still came as a shock via its violation of Ukraine’s territorial sovereignty and the fundamental principle of the inadmissibility of acquiring territory by force (United Nations 2022). From a liberal perspective emphasizing democratic norms, international law, and human rights, Russia’s actions were indefensible and morally reprehensible. However, six key realist arguments can explain Russia’s rationale for the Ukraine invasion; security dilemmas and geographical insecurity, attempt to regain a sphere of influence, implementation of an offensive realist strategy, revisionism against the U.S.-led liberal international order, diversionary war theory, and autocratic insecurity and domestic politics. Realist Theory and Core Tenets Realism is one of the leading theories in the study of international relations, originating from thinkers like Thucydides, Machiavelli, Hobbes, and later articulated by 20th century scholars like E.H. Carr, Hans Morgenthau, and Kenneth Waltz (Burchill, Andrew and Richard 2013). It posits that international politics is characterized by anarchy and a struggle for power between sovereign nation-states pursuing their own national interests (Waltz 1979). Key assumptions underpin the bulk of realism: 1. States are the primary actors and the fundamental units of analysis in the anarchic international system with no supranational authority. 2. All states possess offensive military capabilities that render them potentially dangerous to one another. 3. States can never be certain of other states’ future intentions or actions, leading to mistrust and worst-case scenario planning. 4. In this self-help system, states must look out for their own national interests and survival as the principal motive (Waltz 1979; Mearsheimer 2014). 5. While economic and cultural factors are important, military force and power politics take primacy in realist analysis. Realism tends to view human nature as flawed and egoistic, distrustful of lofty ideals like global peace or international cooperation. It emphasizes pragmatism over moral principles and ethics, assuming states will act opportunistically when their interests require it (Carr 1964). The accumulation of military capabilities and economic power is seen as a means for states to increase their relative power and security in an anarchic, zero-sum world (Mearsheimer 2001). Classical realists, such as Hans Morgenthau, place a significant emphasis on human nature and decision-making elites in their understanding of international relations. They argue that politics is governed by objective laws rooted in human nature (Chimni 2017). Morgenthau, in particular, has been described as one of the most important political thinkers of the 20th century and one of the greatest realist thinkers of all times (Chimni 2017). Classical realists believe that their pessimistic vision of human nature is reflected in politics and international relations. In contrast, neorealists or structural realists, like Kenneth Waltz, emphasize the constraints imposed by the anarchic structure of the international system (Lobell 2017). Waltz’s neorealism, first outlined in his 1979 book Theory of International Politics, argues that power is the most important factor in international relations. He posits that the nature of the international structure is defined by its ordering principle, anarchy, and by the distribution of capabilities (measured by the number of great powers within the international system) (Waltz 1979). Within the neorealist school, there are two main schools of thought: defensive realism and offensive realism. Defensive realists, following Waltz, argue that states merely aim to maintain the existing balance of power for survival. They assert that the anarchical structure of the international system encourages states to maintain moderate and reserved policies to attain security. They contend that aggressive expansion upsets the tendency of states to conform to the balance of power theory, thereby decreasing the primary objective of the state, which they argue is ensuring its security (Lobell 2017). On the other hand, offensive realists like John J. Mearsheimer see states as persistently seeking opportunities for relative gain and hegemony when possible. Mearsheimer, in his groundbreaking work “The Tragedy of Great Power Politics”, argues that states seek to maximize their power and influence to achieve security through domination and hegemony. He contends that only by creating an imbalance of power in its own favour will a state be able to maximize its security (Üstündağ 2020; Wivel 2017). The Realist Rationale for Russian Invasion of Ukraine Ukraine shares a 1,500-mile border with Russia, and its core territory was formerly part of Russia until 1991 (Plokhy 2023). From Moscow’s perspective, the prospect of Ukraine aligning with the West and integrating with NATO was an existential threat to Russian power that it could not accept (Lindsay 2022). Realists argue that a Ukraine aligned with NATO could enable the deployment of offensive weaponry close to Russia’s borders and threaten its access to the Black Sea, a warm water port it has coveted for centuries (McCallion 2023). As the core of realist theory warns, the basic structure of an anarchic and self-help system means states can never feel secure about other states’ future intentions or actions (Waltz 1979). When one state enhances its security, it undermines another’s. According to Mearsheimer, “Because no state can ever be sure that other states will not use their offensive capabilities for aggressive purposes, every state is compelled to look for ways to guarantee its own survival” (2014, 77). Seen from this perspective, Russia’s invasion can be rationalized as a pre-emptive move to neutralize what it saw as an imminent strategic threat. Closely related to arguments about great power status is the realist notion of states pursuing spheres of influence or buffer zones to enhance their security. The realist argument is that all great powers in history, including Russia, have sought to control the security dynamics in adjacent regions by maintaining relations with nearby smaller states that are aligned with their interests (Mearsheimer 2019). Ukraine, with its geostrategic position between Russia and Europe, is viewed as critically important terrain in Russia’s desired sphere of influence. Realists argue that rather than the expansion of Western liberal democracy, Russia was fundamentally motivated to invade to reestablish a favourable balance of power, security arrangements, and compliant buffer states on its periphery (Trenin 2022). Allowing Ukraine to align itself closely with NATO and host potential offensive forces was seen as a step too far by Moscow. Beyond defensively reacting to perceived security threats in the region, it can be inferred that Russia’s invasion of Ukraine reflects a calculated strategy of offensive realism – persistent and opportunistic efforts to enhance its power economically and militarily to establish regional hegemony (Mearsheimer 2001). Under this view, Putin aimed to take advantage of a window of opportunity and weakness in the West to redraw boundaries and spheres of influence in Europe. Putin is said to want to rebuild a Russian sphere of influence in eastern Europe, principally embracing former Soviet republics such as now independent Estonia, Latvia, Lithuania, Belarus, Georgia and Ukraine. He has frequently bemoaned their “loss” after the Soviet Union collapsed. Putin may also hope to demonstrate to the west (and Russians) that the country is still a superpower. (Tisdall 2022, para. 2). Related to the offensive realism interpretation, some realists frame Russia’s invasion as an act of revisionism against the U.S.-dominated liberal international order that emerged after the Cold War (Kotoulas 2022). For decades, Russia complained about perceived encirclement by NATO and about what it viewed as disrespect and disregard for its interests in relation to Ukraine and its own sphere of influence (Sakwa 2022). The realist view is that even after the demise of the Soviet Union, the U.S. and its allies continued to expand in ways that threatened Russia’s core interests and left it feeling boxed in by the steady eastward march of NATO (Smith and Dawson 2022). From this perspective, Russia eventually decided it needed to upset the liberal order and use brute force to re-establish itself as a great power capable of exerting sway on its periphery. Russia under Putin has no intention of entering into an American-run liberal world order but instead wants a multipolar world in which Russia enjoys a blocking position if not an outright veto. This is because Putin himself is ideologically averse to western liberalism (Grant 2022). By forcefully altering borders and facts on the ground in Ukraine, the realist argument suggests Russia aimed to disrupt the Western-centric world order and assert its regional dominance. Another realist interpretation views Russia’s invasion through the lens of diversionary war theory – the idea that leaders may provoke external conflict to divert public attention from domestic turmoil or unpopular policies (Levy and Vakili 1992). There is precedent for Russian leaders using force abroad for domestic purposes, from Stalin’s invasion of Finland in 1939 to Putin’s wars in Chechnya and 2008 invasion of Georgia (Ferraro 2023). From this view, Putin faced a host of domestic challenges in 2022, from economic malaise, rampant corruption and wealth inequality, to the prospect of more anti-regime protests like those in 2020 and early 2022 (Sharifulin 2023; McHugh 2023). “The Russian invasion of Ukraine could have been an attempt by Putin to garner popularity by invoking a distorted interpretation of Russia’s history and playing on Russian nationalism” (Rogers and Yi 2022, para. 3). From the foregoing it is obvious that launching a nationalist, irredentist campaign to reconquer historically Russian lands in Ukraine may have been calculated to bolster Putin’s domestic standing and shift discussion away from internal grievances. The realist logic is that leaders will take aggressive foreign policy actions when domestic audiences become restive, to rally patriotic support and legitimacy. Finally, another related realist explanation rooted in Russia’s domestic politics is the theory of autocratic insecurity, or fear among authoritarian leaders like Putin that if they compromise or appear weak, it could undermine their regime survival (Kuchins and Zevelev 2012). This aligns with defensive realist logic, where states will act pre-emptively and uncompromisingly when core interests and stakes are their very existence. The argument is that Putin saw the 2022 events in Ukraine as an existential threat to his regime’s survival and legitimacy, given its claims to defend ethnic Russians and Russian-speaking populations in Ukraine (Pifer 2023). A miscalculation that resulted in losing influence over Ukraine could inflame nationalist opposition at home and tarnish Putin’s carefully cultivated strongman image. It is evident that Putin’s war is motivated by longstanding concerns that if Russia doesn’t reassert its control over the territories it traditionally dominated, his regime – along with Russia’s status as a great power – will be undermined. The autocratic insecurity thesis suggests Putin felt he had to escalate in Ukraine to ensure his own political survival and Russia’s place as a relevant great power. Counterarguments and Moral Debates While the realist perspective offers several compelling interpretations of Russia’s strategic calculations and motivations underlying the Ukraine invasion, it leaves many fundamental questions unanswered and provokes heated moral debates. First, even if Russia felt genuine security concerns or resented Western encroachment, it had many alternative foreign policy options short of a full-scale war that caused catastrophic death and suffering. Failure to pursue diplomacy or de-escalation is difficult for realists to fully explain or justify. Second, a core tenet of the Westphalian system of nation-states is that countries cannot violate the sovereignty and territorial integrity of others through force or aggression. Russia’s actions obliterated this international norm, raising questions about the validity of applying an amoral, power-politics lens that glosses over legal and human rights considerations (Kampmann 2021). Just as a burglar cannot be the judge of his own cause, you cannot allow a nation to be the sole arbiter of its own interests against those of the rest of the world whenever that happens to militate against the general interest and settlements Third, a consistently neglected component in realist thought is the key role of ideological and domestic factors in shaping interests and threat perceptions. Putin’s Russkiy Mir (“Russian World”) ideology views Ukraine as an artificial state and integral part of the greater Russia – a visceral belief that drove many of his decisions as much as geopolitical power calculations (Suslov 2022). The invasion thus cannot be fully explained without understanding the pseudo-historical mythmaking that permeated the Kremlin’s worldview. Finally, while providing interesting insights into Russia’s strategic cost-benefit analysis, realist arguments struggle to wrestle with the ethics and wisdom behind the invasion. Even if the goals aligned with maximizing Russia’s national interests, the terrible human costs and economic damage now suffered by Russia itself cast the decision as potentially catastrophic and self-defeating overreach. Conclusion In conclusion, the realist theoretical prism of international relations offers several potentially compelling rationales for Russia’s 2022 invasion of Ukraine – security dilemmas, spheres of influence, offensive realism, revisionism against the liberal order, diversionary war, and autocratic insecurity. These arguments help elucidate how Russia assessed its strategic interests and the potential costs and benefits surrounding the attack. At the same time, the realist perspective is limited in several respects. It glosses over the war’s violation of international law and sovereignty norms. It cannot fully explain Russia’s diplomatic misfires or the moral dimensions surrounding humanitarian atrocities and the terrible destruction inflicted. And its focus on systemic incentives neglects the key role Russian domestic politics, pseudo-historical mythos, and Putin’s own ideological zealotry played in driving the conflict. Ultimately, while the realist lens provides useful analytical tools for dissecting state behaviour and interests, it is inherently amoral and therefore unsuited to grapple with complex human tragedies such as Russia’s invasion of Ukraine. References Burchill, Scott, Andrew Linklater, and Richard Devetak. 2013. Theories of International Relations. Bloomsbury Academic. Carr, Edward Hallett. 1964. The Twenty Years’ Crisis, 1919-1939: An Introduction to the Study of International Relations. New York: Harper & Row. Chimni, Bhupinder S. 2017. “The Classical Realist Approach to International Law: The World of Hans Morgenthau.” In International Law and World Order: A Critique of Contemporary Approaches, 38-103. Cambridge University Press. https://doi.org/10.1017/9781107588196.004. Ferraro, Vincent. 2023. “Why Russia Invaded Ukraine and How Wars Benefit Autocrats: The Domestic Sources of the Russo-Ukrainian War.” Center for Asian Studies/ Russia & Post-Soviet Space Section, University of São Paulo (LEA-USP). https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4522176. Grant, Stephanie. 2022. “Russia’s Ukraine Invasion Is Not Just about Borders or Power. For Putin, It’s about Identity.” ABC News, February 24. abc.net.au/news/russia-ukraine-invasion-borders-power-vladimir-putin-identity/100858372. Kampmann, Christoph. 2021. “The Treaty of Westphalia as Peace Settlement and Political Concept.” In International Law and Peace Settlements, edited by Marc Weller, Matilda Retter, and Attila Varga, 64-85. Cambridge University Press. https://doi.org/10.1017/9781108627856.005. Kirby, Jen, and Jonathan Guyer. 2022. “The Increasingly Complicated Russia-Ukraine Crisis, Explained.” Vox, February 23. https://www.vox.com/22917719/russia-ukraine-invasion-border-crisis-nato-explained. Kissinger, Henry. 1994. Diplomacy. New York: Simon & Schuster. Kotoulas, Ioannis E. 2022. “Russia as a Revisionist State and the 2022 Invasion of Ukraine.” In The Russian-Ukrainian War (2014-2022): Historical, Political, Cultural-Educational, Religious, Economic and Legal Aspects, 1-10. Baltija Publishing. https://doi.org/10.30525/978-9934-26-223-4-6. Kuchins, Andrew C., and Igor Zevelev. 2012. “Russian Foreign Policy: Continuity in Change.” The Washington Quarterly 35, no. 1: 147-161. https://doi.org/10.1080/0163660X.2012.642597. Levy, Jack S., and Lily I. Vakili. 1992. “Diversionary Action by Authoritarian Regimes: Argentina in the Falklands/Malvinas Case.” In The Internationalization of Communal Strife, edited by Manus I. Midlarsky, 118-146. Routledge. Lindsay, James M. (Host). 2022. “Putin’s Choices, With Michael Kimmage.” In The President’s Inbox. Podcast audio, March 29. Council on Foreign Relations. https://www.cfr.org/podcasts/putins-choices-michael-kimmage. Lobell, Steven E. 2017. “Structural Realism/Offensive and Defensive Realism.” Oxford Research Encyclopedias, International Studies. https://doi.org/10.1093/acrefore/9780190846626.013.304. McCallion, C. 2023. “Assessing Realist and Liberal Explanations for the Russo-Ukrainian War.” McHugh, D. 2023. “Russia’s Economy Holds Up, but Growing Challenges Test Putin.” The Associated Press, March 13. https://apnews.com/article/russian-economy-ukraine-war-putin-sanctions-0231252b7a145040530245b58590f7f0. Mearsheimer, John J. 2001. The Tragedy of Great Power Politics. New York: W.W. Norton. Mearsheimer, John J. 2014. “Why the Ukraine Crisis Is the West’s Fault: The Liberal Delusions That Provoked Putin.” Foreign Affairs 93, no. 5: 77-89. https://www.jstor.org/stable/24483306. Mearsheimer, John J. 2019. “Bound to Fail: The Rise and Fall of the Liberal International Order.” International Security 43, no. 4: 7-50. https://doi.org/10.1162/isec_a_00342. Pifer, S. 2023. “Russia, Ukraine and Existential War.” Stanford University, The Center for International Security and Cooperation. https://cisac.fsi.stanford.edu/news/russia-ukraine-and-existential-war. Plokhy, Serhii. 2023. “Serhii Plokhy: ‘Russia Thought It Was Invading the Ukraine of 2014’.” Chatham House – International Affairs Think Tank. https://www.chathamhouse.org. Ramzy, Austin. 2022. “The Invasion of Ukraine: How Russia Attacked and What Happens Next.” The New York Times. https://www.nytimes.com/2022/02/24/world/europe/why-russia-attacked-ukraine.html. Rogers, K., and J. Yi. 2022. “How the War in Ukraine Might Change Putin’s Popularity among Russians.” FiveThirtyEight, March 11. www.abcnews.com/538. Roth, Andrew, Dan Sabbagh, David Blood, and Nana de Hoog. 2022. “Russia-Ukraine Crisis: Where Are Putin’s Troops and What Are His Options?” The Guardian, February 14. https://www.theguardian.com/international. Sakwa, Richard. 2022. The Russia Scare: Fake News and Genuine Threat. 1st ed. Routledge. https://doi.org/10.4324/9781003177401. Sharifulin, Valery. 2023. “More Corrupt, Fractured and Ostracised: How Vladimir Putin Has Changed Russia in Over Two Decades on Top.” The Conversation. https://theconversation.com/more-corrupt-fractured-and-ostracised-how-vladimir-putin-has-changed-russia-in-over-two-decades-on-top-188761. Smith, N. R., and G. Dawson. 2022. “Mearsheimer, Realism, and the Ukraine War.” Analyse und Kritik 44, no. 2. https://doi.org/10.1515/auk-2022-2023. Suslov, Mikhail. 2018. ““Russian World” Concept: Post-Soviet Geopolitical Ideology and the Logic of “Spheres of Influence”.” Geopolitics 23, no. 2: 330-353. https://doi.org/10.1080/14650045.2017.1407921. 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Last week, I travelled to Poland and Ukraine, where I addressed the Verkhovna Rada and met President Zelenskyy, and others from the country’s political leadership. Despite growing Russian pressure, the Ukrainians remain determined to fight for their independence and freedom, but they need more military support, and they need it now. The quality and quantity of this support by the EU and its member states in coming months will be decisive. For Ukraine, but also for our own security. Last week’s visit to Ukraine was my sixth as High Representative and the fourth since the start of Russia’s full-scale war. I started my journey with a stop-over in Warsaw to discuss the situation in Ukraine with Polish Foreign Minister Sikorski, and the military leadership. We agreed on the need to step up military supplies, including through the European Peace Facility, and the importance of EU-NATO cooperation. Poland’s support to Ukraine has been exceptional. The country is hosting about a million Ukrainian refugees, is a logistic hub for military supplies and hosts one of the headquarters of the EU training mission. In total 60,000 Ukrainian soldiers will have been trained in the EU by the end of the summer. The coming months will be decisive, for both Ukraine and the EU In Kyiv, I met President Zelenskyy, Prime Minister Shmyhal, Foreign Minister Kuleba, and Defence Minister Umerov. All my interlocutors expressed gratitude for the recently agreed €50 billion EU support package, which will provide Ukraine with predictable financing and help pay salaries, pensions and provide public services in the coming years. At the same time, they stressed the country’s dire need for more military assistance. Another major Russian offensive could be starting in the months after the Russian “elections” in March. However, I have found that the Ukrainian people remain determined to continue the fight and I saw their ingenuity and resilience at work. Unlike their Russian counterparts, Ukrainian soldiers know what they are fighting for and do not lack motivation. But they cannot do it without our support, which has to increase urgently. This is the reason why we have been taking stock of planned EU deliveries of military support in 2024 - currently estimated at more than EUR 20 billion - at our last Defence Ministers meeting. I urged EU member states to work with their defence industries in renegotiating contracts and prioritise deliveries of weapons and ammunition to Ukraine. We are also in the process of establishing a 5 billion tranche of the Ukraine Assistance Fund within the European Peace Facility to fund additional deliveries of military support. What the EU and its Member States do in the coming months to provide Ukraine with the tools to withstand a Russian offensive will be decisive, for both Ukraine, but also for the security of the European Union. Air-defence is crucial to stop Russia from terrorising civilians While in Kyiv, I experienced first-hand the daily reality of most Ukrainians and what a difference Western military technology makes in Ukraine. At 5:00 in the morning, the air alarm sounded – as it has done 40.000 times in Ukraine since February 2022 – and we had to take shelter from about 20 Russian cruise missiles heading towards Kyiv. All of them were intercepted by Western-provided air defence systems, but the debris of one of these missiles hit a residency building, tragically killing four people and injuring many more. I visited this building later that day with the Mayor of Kyiv, Vitali Klitschko, and met some of the people who had just lost their homes. These Russian missiles serve no military purpose, they are indiscriminate attacks to terrorise the Ukrainian population. In cities with less protection by Western air defence, they are taking a high death toll. On 14 January 2023, for instance, that was the case in Dnipro, where a Russian missile hit a residential building, taking the lives of entire families, 46 people in total. To this day, many children in Dnipro could not return to their classrooms. Schools without shelters are forced to provide classes online. Providing Ukraine with more and better air-defence systems is an urgent priority. They save many lives. The house of Ukrainian democracy During my visit, I delivered a speech to the Verkhovna Rada, Ukraine’s Parliament. I paid homage to the bravery of the Ukrainians who have been fighting, and often paying the ultimate price, to safeguard their country, their families, their culture and their democracy against the Russian attempt to annihilate Ukraine. Ukraine is at the front line between democracy and authoritarian rule and with their fight, Ukrainians are making a decisive contribution to the security of Europe as a whole. If Putin won in Ukraine, our security would be at high risk. This is why we need to change paradigm from supporting Ukraine for “as long as it takes” to committing ourselves to support Ukraine with “whatever it takes” to win the war and win the peace. We need to oppose the claims that Ukraine cannot win and that Putin should be appeased. At the Verkhovna Rada I also met the leaders of all political groups. There is a clear consensus on Ukraine’s European choice among political forces and civil society. I urged members of the Rada to preserve this unity and consensus, which will be essential to advance on the path to EU membership and to implement the necessary reforms. The EU will provide all the support needed along this path but it will fall to the Ukrainians to fight corruption decisively and strengthen the invisible infrastructure that sustains democracy: rule of law, plurality and inclusive governance, the separation of powers, human rights, social cohesion and equality. Liberated territories – clearing mines and fighting impunity In parallel to fighting off the Russian aggressions, Ukrainians are already rebuilding territories liberated from Russian occupation. One of the most dangerous but essential tasks is the clearing of countless deadly mines the Russians left behind everywhere. During my visit, the EU handed over to Ukraine another de-mining system able to clear anti-personnel, as well as anti-tank mines and other unexploded arms. The system is remote controlled and particularly safe to operate. Demining will make it possible for displaced people to return home and for farmers to work their land again. I also visited our civilian EU Advisory Mission, where EU police are training their Ukrainian colleagues. They teach them how to check armed individuals, assist demining operations or how to respond to the discovery of mass graves in liberated territories, both to collect evidence and to provide psychological care to the families of the victims. The trained Ukrainians will in turn pass on their knowledge to many more Ukrainian police officers. The aim is to stabilise the liberated territories and ensure their full and smooth reintegration into the country, and to start war crimes investigations as quickly as possible while witnesses are still available and before potential evidence becomes contaminated. There can be no peace without justice. The battle of narratives In parallel to the battle for Ukrainian territory, a second battle rages. The battle of narratives. It is equally important, because the perception of this war in Europe and the rest of the world will be decisive in order to maintain support for Ukraine, isolate Putin and make our sanctions work. We need to counter the Russian narrative resolutely that this war is about “The West against the Rest”. It is a war in defence of the sovereignty and territorial integrity of every country and it is a war in defence of the principles of the United Nations Charter. It is about preventing a world where powerful countries change borders at will, and the weak fall prey to the strong. If Putin’s strategy proves successful, it will embolden Russia and other autocracies to pursue their imperialist agendas against their neighbours. This matters not only to Europeans, but also to people in Africa, in South America, or in Southeast Asia. This battle of narratives must also be fought in the EU. As we are approaching the European elections, Europeans need to be aware of what it would mean if Ukraine were defeated and the Russian army took up positions along a much larger part of the EU's border. Contrary to what some may argue, this would not ease tensions; instead, it would create a much more dangerous environment for Europeans, lead to more human rights violations, and cause many more Ukrainians to flee westwards. In the long run, it would be far more costly for us than supporting Ukraine today. Europe’s own security is at stake and we need to do everything we can to step up our support to Ukraine in the months to come.

That there is a miscommunication between Paris and Berlin is something that is already being unreservedly acknowledged even among the power leaders in the two capitals. The rift caused by the war in Ukraine is the arena in which tensions are being played out. But there are underlying factors that have contributed to making this gap a major concern for the European stability. We point out the following: The strategic factor Geography determines strategic choices. Germany has always looked to the East as a pole of concern, but also as a pole of opportunity. The former has almost always outweighed the latter. Wars have historically conditioned coexistence with Rusia, regardless of the political regime that has existed in each historical stage. There is one incontrovertible fact: Germany has never won a war against Russia. On the other hand, when talking about peace, German interests have prevailed. Hence in Berlin (or in Bonn, during the first Cold War) there has always been a tendency towards appeasement towards Moscow. Earlier, Hitler wanted to postpone the inevitable confrontation with Stalin’s Russia with a tactical, not a strategic pact (in 1939), a move to gain time and consolidate his domination of Western Europe. With the victory of the Soviet Union, Germany endured the division of the country for almost half a century, a punishment even more humiliating than the previous ones. The western part prospered, and the eastern part stagnated. However, this underhand triumph did nothing to facilitate the reconciliation. Willy Brandt understood this very well when he launched his ‘Ostpolitik’ (Eastern policy) in the early 1970s. The initiative caused concern in Washington, not so much because it was opposed to a thaw it shared, but because of the risk of losing control of the process. There was also some reluctance in Paris. De Gaulle and his heirs had always maintained an open channel of cooperation with Moscow but were distrustful of German overtures. With the crisis of the Soviet system, Franco-German tensions surfaced again. A united and strong Germany awakened the ghost of three devastating wars for France. The Chancellor at that time, Kohl was Gorbachev’s main supporter and acted as a fundraiser for a Soviet Union that was falling apart at the seams. Germany’s repeated commitment to peace and European integration did not seem to be a sufficient antidote to the vision of an Eastern Europe, ‘germanized’ by the economic weight of the new political and territorial power. Germany’s actions in the Yugoslav wars, initially perceived in Paris as ‘dynamiting’, contributed to increase those fears. After the failure of the democratization trial in the ‘new’ Russia, largely caused by a predatory capitalism encouraged from the West, Germany continued to cultivate very close relations with Moscow to prevent an undesirable drift in the Kremlin. Until the successive crises in Ukraine have brought this strategic project to a halt. In France, there has always been an interest in an autonomous relationship model with Moscow, whether in collaboration with Germany or the United States, but in no way subordinate. Gaullist nationalism has survived, both on the right and on the left. Somehow, the French elites have tried to avoid Paris from playing a secondary role in relations with the Kremlin, whether in cooperation or confrontation. Hence Macron (‘more papist than the Pope: more Gaullist than the General’), will attempt a risky mediation game with Putin after the phantom intervention in Crimea and the more obvious one in the Donbas, in 2014; and eight years later, when the invasion of Ukraine was consumed. There has been much speculation about the true intentions of the French president’s trip to Moscow. Macron is anything but naive. Perhaps it was indeed the inevitable need of the Elysée Palace to leave its mark. Now that any conciliation with Moscow seems distant, Macron takes the lead among the ‘hawks’ and pretends to forget that he once wanted to look like a ‘dove’, by suggesting that, although there is no allied consensus, sending soldiers to Ukraine cannot be ruled out to prevent a Russian military triumph. Of all Macron’s gambits, this has been the most or one of the riskiest. And the one that has provoked the most irritation on the other side of the Rhine [1]. Since February 2022, Germany has buried the various branches of the ‘Ostpolitik’, a task falling to a Social Democratic chancellor, perhaps the most unremarkable and least suited for high-level leadership. Olaf Scholz announced the ‘zeitenwende’ (translatable as “change of era, or time”). Half a century of rapprochement with Russia was called into question. The economic equation (energy raw materials in exchange for machinery and capital goods) in bilateral relations was dissolving under the weight of Western sanctions against Moscow. Moreover, the pacifist post-Hitler Germany committed to a military effort of $100 billion (to start with), aimed rejuvenating, strengthening, and expanding the Germany military apparatus. But in everything there is a limit, or a red line. Germany has not been shy with Putin, despite being the European country most harmed by embargoes, limitations and constraints in the Russian oil and gas consumption. Economic war was accepted as inevitable in Berlin. However, caution has been exercised, particularly in the supply of arms to Ukraine. Nonetheless, Germany is, after the United States, the largest net contributor to Kiev’s arsenals [2]. Let’s not forget that. France has also taken its precautions in pressuring the Kremlin, as has the US, despite the rhetoric and the cold war propaganda prevailing for the past two years. That is why Macron’s latest ‘provocation’ has annoyed Berlin so much. Moreover, as usual in his boasts, the French president added insult to injury by suggesting that Ukraine’s delicate fragility demanded more “courage” and less timidity from the allies [3]. Scholz replied with diplomatic and bureaucratic discretion, without any outbursts, recalling that NATO’s decisions ruled out ‘boots on the ground’ (sending troops to Ukraine). But his Defense Minister, Pistorious, could not resist returning the favor and admonishing him for his new moral lesson. The foreign ministers of both countries attempted to ‘diplomatically’ solve the crisis days later, but did not risk holding a joint press conference in order not to show that the political wound between Berlin and Paris was still open. The leak of a meeting of senior German military commanders, spied on by Russian agents, further clouded the atmosphere [4]. Another element unchanged since the Cold War: Berlin may support the European autonomous defense project, but it has never ceased to consider it as subordinate to NATO. The American nuclear umbrella is untouchable, then and now. And not even an eventual (and only speculative, for now) strategic availability of the French nuclear arsenal is capable of changing that axiom [5]. Political factors Apart from strategic considerations, domestic political factors have also played a role in this latest crisis. Macron faces the European elections with the apprehension of a seemingly inevitable victory of the far-right ‘Rassemblement National’. It was once considered a pro-Russian party and even generously funded by the Kremlin. In recent years, the party’s chairwoman has tried to distance herself from the Kremlin but has not entirely succeeded. And Macron wants to exploit this supposed vulnerability of a woman he has defeated twice in the presidential elections, but who seems destined to occupy the Elysée Palace in 2027 if she achieves successful results in this year’s European elections. In this week’s parliamentary debate on the bilateral security agreement with Kiev, Marine Le Pen ordered an abstention. She made it clear that she supports the Ukraine resistance, so that there would be no doubt about her change of attitude towards Russia. But he saw in the initiative of the President’s party a clear intention for electoral gain. Divisions were evident on the left: rebels and communists voted against, while socialists and ecologists voted in favor, but the latter rejected the suggestion of troops deployment. Scholz also faces a challenge from the far right, with elections this autumn that could consolidate the dominance of the AfD (Alternative for Germany) in the eastern states (Eastern Länder). This party has won over citizens who do not have such negative memories of the GDR, but in its rise, it has also bitten into the social democratic base. The chancellor does not want to appear too hostile to an electorate that does not participate in the anti-Russian discourse. Institutional factors In this Paris – Bonn clash, as in previous ones, the structure of the respective political systems also exerts a disturbing influence. The French political system is presidential; the German one is parliamentary. In France, the President has exclusive and personal authority over foreign policy. He does not even need his own majority (in this case, the minority that supports him) to formulate his international proposals. In Germany, by contrast, the Chancellor has to negotiate foreign policy with the coalition partners, and even on rare occasions when there has been a single-party majority government, the Bundestag has exerted considerable influence. Personal factors Finally, personal style is also not to be dismissed. It is not unusual for the Elysée Palace and the Chancellery to be inhabited by like-minded characters. The French President is conditioned by the aura of a political system that relies on an exalted figure and demands real, but also impactful, leadership. Both being and appearing so. The Chancellor, on the other hand, is a sort of ‘primus inter pares’, no matter how prominent. Therefore, since 1945, the personal stature of German leaders has always been framed in firm structures that prevent hyper-leadership. It is the Chief’s (Fuhrer) chastisement. This limitation (historical and political) is sometimes reinforced by a purely personal style. At present, the gap is perhaps the widest in the last eighty years. A French President who likes to talk and a Chancellor who is perhaps the most discreet since the post-war period. De Gaulle and Adenauer cultivated little personal relationship, but neither intended to. Pompidou and Brandt never got along particularly well, although the German took great care that his growing popularity did not irritate in Paris… until the Guillaume scandal ended his career. Giscard and Schmidt gave their cooperation a technical character, forced by the oil crisis following the wars in the Middle East. Mitterrand and Kohl raised the tone of the bilateral relationship but did not always adjust their personal dynamics. The German was the longest-serving post-war chancellor and so, the most mediatic, but the Frenchman never renounced, on the contrary, the solemnity with which the office was exercised. Merkel played down Sarkozy (and later Hollande), but not to highlight her personal qualities, but to put them at the service of Germany’s undisputed economic leadership in post-Cold War Europe. Macron wanted to put an end to this French ‘inferiority’, with difficulty. It is not clear that he succeeded against a retreating Merkel, but he thinks he has it easier with the unremarkable Scholz. Notes [1] “France-Allemagne, un tándem secoué par l’épreuve de la guerre en Ukraine”. PHILIPPE RICHARD & THOMAS WIEDER. LE MONDE, 9 de marzo. [2] “German Chancellor pledges to boost [ammunition] production for Ukraine”. DER SPIEGEL, 5 de febrero (versión en inglés). [3] “Le débat sur l’envoi de soldats en Ukraine révèle les profondes differences de vision de la guerre parmi les allies”. LE MONDE, 6 de marzo. [4] “Now It’s Germany’s turn to frustrate Allies over Ukraine”. THE NEW YORK TIMES, 4 de marzo. [5] “Dans cette nouvelle ère où l’affrontement a remplacé la cooperation, la question de la dissuasion nucleaire reprend tout son sens”. SYLVIE KAUFFMANN. LE MONDE, 7 de febrero.

BK Scholz: A warm welcome, Mr. Prime Minister! I am delighted to welcome you here to Germany for the first time. Your visit is a very special start to a Southeast Asia Week with several high-ranking visits from this important region of the world here in Berlin. The Indo-Pacific region is of great importance to Germany and the European Union. We therefore want to intensify political and economic cooperation. Germany already maintains close economic relations with the region. Malaysia is Germany's most important trading partner in ASEAN. This is of great importance because it is associated with many direct investments in the country, but also with all the economic exchange that results from this. We would like to further expand this partnership. Of course, this is particularly true with regard to the objective of further diversifying our economic relations with the whole world. We want to have good economic and political relations with many countries. We also want closer cooperation on climate protection and the expansion of renewable energies. We are therefore very pleased with Malaysia's announcement that it will stop building new coal-fired power plants and dramatically increase the share of renewable energies. We think this is very important. Malaysia and Germany are established democracies. We are both committed to multilateralism and compliance with international law. It is therefore also right that we deepen our security and defense cooperation. The defense ministries are already working on the necessary cooperation agreements. Of course, we also discussed developments in the Middle East, developments in Gaza and the situation following the Hamas attack on Israeli citizens. It is no secret that our perspective on the Middle East conflict is different to that of others. But that makes it all the more important to exchange views with each other. In any case, we agree that more humanitarian aid must reach Gaza. This is also our clear call to Israel, which has every right to defend itself against Hamas. We do not believe that a ground offensive on Rafah is right. An important step now would also be a ceasefire that lasts longer, preferably during Ramadan, which has now begun and during which we broke the fast together today. Such a ceasefire should help to ensure that the Israeli hostages are released and that, as I said, more humanitarian aid arrives in Gaza. We also have a very clear position on long-term development. Only a two-state solution can bring lasting peace, security and dignity for Israelis and Palestinians. That is why it is so important that we all work together to ensure that a good, peaceful perspective, a lasting common future is possible for Israelis and Palestinians, who coexist well in the two states. Of course, the world is marked by many other conflicts and wars, especially the dramatic war that Russia has started against Ukraine. It is a terrible war with unbelievable casualties. Russia, too, has already sacrificed many, many lives for the Russian president's imperialist mania for conquest. This is against all human reason. That is why we both condemn the Russian war of aggression. It is important to emphasize this once again. The Indo-Pacific is of great importance for the future development of the world. Of course, this also applies to all the economic development and development of the countries there. I therefore welcome the efforts of Malaysia and the ASEAN states to settle disputes peacefully and to find ways to ensure that this becomes typical of everything that has to be decided there. Any escalation must be avoided at all costs. Peace and stability must always and everywhere be maintained on the basis of international law. This applies in particular to the freedom of the sea routes and compliance with the UN Convention on the Law of the Sea. That is why the ongoing negotiations on the Code of Conduct are so important. Thank you once again for coming to Berlin on the first day of Ramadan, at least for our location. We broke the fast together earlier. For me, this is a good sign of peaceful coexistence and solidarity. I see it as something very special. Ramadan Kareem! PM Anwar: Thank you very much, Mr. Chancellor, dear Olaf! Thank you for your wonderful hospitality and for bringing us together today to break the fast! Germany is of course one of our most important partners in Europe. We have seen a huge increase in trade and investment. We can see that major investments have been made. We have visited Siemens. Infineon is a big investor in Malaysia and is showing its confidence in the country and the system here. There are many other examples of companies operating in Malaysia. Of course, my aim is always to expand bilateral relations in the areas of trade and investment and also to benefit from your experience, both in the field of technology and in environmental and climate protection issues. We have set ourselves clear goals for the energy transition. We have drawn up an action plan that is also in line with your policy. Renewable energy, ammonia, green hydrogen - we are pursuing these very actively. Fortunately, Malaysia is also a hub within ASEAN for these renewable energies and technologies. We welcome the German interest in this, also with regard to new investments in the renewable energy sector and with a view to climate change. We have of course discussed this cooperation on this occasion and I am pleased with the Chancellor's willingness to tackle many of these issues. Sometimes we have small differences of view, but it really shows the trust we have in each other. As far as the war in Gaza is concerned, we agree that the fighting must stop. We need a ceasefire immediately. We also need humanitarian aid for the people of Palestine, especially in Gaza. Of course we recognize the concern about the events of 7 October. We also call on Europeans, and Germany in particular, to recognize that there have been 40 years of atrocities, looting, dispossession of Palestinians. Let us now look forward together! I agree with the Chancellor on what he said about the two-state solution. It will ensure peace for both countries. Together we can ensure that there is economic cooperation and progress for the people in the region. We have also positioned ourselves with regard to the war in Ukraine. We have taken a very clear stance against aggression, against efforts to conquer. This applies to every country and, of course, also to Russian aggression in Ukraine. We want a peaceful solution to the conflict. Because this conflict has an impact on trade and economic development as far away as Asia. We have a peaceful region. ASEAN is currently the fastest growing economic area in the world, precisely because it is so peaceful - apart from the issue in Myanmar, but that is contained within Myanmar. The conflict has not spread to the region, although there are of course refugee movements. Within ASEAN, we have jointly agreed on a five-point consensus and the parameters by which the issue can be resolved. The ASEAN countries have agreed that Laos, Malaysia and Indonesia would like to lead the troika together and resolve the conflict with Myanmar. Then there are other issues such as the South China Sea and China. I assured the Chancellor that we are getting along well with China. We have not seen any difficult incidents, but of course we see ourselves as an absolutely independent country. We are of course a small country, but we stand up for our right to cooperate with many countries to ensure that the people of Malaysia also benefit from these mechanisms and from cooperation with other countries. Once again, Mr. Chancellor, thank you very much for this meeting. I am very impressed by your insight, by your analysis of the situation. It is very impressive to see what a big country like Germany is doing, and it was also good to share some of our concerns. I am pleased with the good cooperation. It's not just about trade and investment, it's also about the overall development of bilateral relations in all areas. I also told the Chancellor that the study of Goethe is gaining interest in Malaysia. Questions from JournalistsQuestion: Mr. Prime Minister, can you tell us something about the progress of German investment in Malaysia and can you say something about the challenges for the government in the transition to renewable energy in Malaysia? Mr. Chancellor, in 2022 you spoke about the turning point in German foreign and security policy. But if you now look at ASEAN or Southeast Asia: How does Germany see Malaysia in terms of its bilateral importance, trade and also regional issues? PM Anwar: Within the European Union, Germany is our biggest trading partner. They have made large investments, up to 50 billion US dollars. I have already addressed Infineon and many other leading German companies and I have said in our discussions that we are very pleased that they have chosen Malaysia as an important hub, as a center of excellence, as a training center in the region and I look forward to further cooperation in this area. Of course, I also mentioned that education should be a priority. There are 1000 Malaysian students here in Germany and also several hundred German students in Malaysia. We are also very happy about that. We are working with many German companies to train people and strengthen cooperation. We have taken important steps in renewable energy. We are investing in solar energy, in green energy and in our renewable energy export capacity. There is now an undersea green energy cable to the new capital of Indonesia, another to Singapore, and another cable to the Malay Peninsula. You can also see from the fact that data centers and artificial intelligence are growing and thriving in the Malaysian region that this has great potential. BK Scholz: Thank you very much for the question. - First of all, the turning point lies in the Russian attack on Ukraine. This was the denunciation of an understanding that we have reached in the United Nations, in the whole world, namely that no borders are moved by force. But the Russian war of aggression is aimed at precisely that, namely to expand its own territory as a large country at the expense of its neighbor - with a terrible war. We cannot accept this - not in Europe and not anywhere else in the world. That is why it is right for us to support Ukraine and to do so in a very comprehensive manner. After the USA, Germany is the biggest supporter - both financially and in terms of arms supplies - and in Europe it is by far the country that is making the greatest efforts to help Ukraine defend itself. But this touches on an issue that is important for the whole world. Anyone who knows a little about the history of the world - and it is colorful and diverse - knows that if some political leader is sitting somewhere, leafing through history books and thinking about where borders used to be, then there will be war all over the world for many, many years. We must therefore return to the principle of accepting the borders as they are and not changing them by force. That is the basis for peace and security in the world. That is why we are also very clear on this together. For Germany, however, this does not mean that we lose sight of our own economic development, the development of Europe and the world. As you may already have noticed, it is particularly important for the government I lead and for me as Chancellor of Germany that we now make a major new attempt to rebuild relations between North and South and to ensure that we cooperate with each other on an equal footing in political terms, that we work together on the future of the world, but that we also do everything we can to ensure that the economic growth opportunities and potential of many regions in the world are exploited to the maximum. This is why economic cooperation between Europe and ASEAN, between Germany and ASEAN, between Germany and Malaysia plays such an important role, and we want to make progress in the areas we have just mentioned. Renewable energies are central to this. We know that: We need to increase the prosperity of people around the world. Billions of people want to enjoy a level of prosperity similar to that which has been possible for many in the countries of the North in recent years. If this is to succeed, it will only be possible if we do not damage the environment in the process, which is why the expansion of renewable energies is so important. New and interesting economic opportunities are also emerging, for example in the area of hydrogen/ammonia - this has been mentioned - because the industrial perspective of the future will depend on more electricity, which we need for economic processes - and this from renewable energies - and on hydrogen as a substitute for many processes for which we currently use gas, coal or oil. Driving this forward and creating prosperity together all over the world is a good thing. The fact that the German semiconductor industry and successful German companies in the electronics sector are investing so much in Malaysia is a good sign for our cooperation. We want to intensify this. Question: Thank you very much, Mr. Prime Minister. Your government supports Hamas and, unlike Western countries, has not described Hamas' attack on Israel as terrorism. In November you said that Hamas was not a terrorist organization. Do you stand by this assessment and are you not afraid that this position on Hamas could affect relations with countries like Germany? Mr. Chancellor, I have a question for you: Do you think that Malaysia's position on Hamas could damage bilateral relations between Germany and Malaysia? And if I may, one more question on Ukraine: Germany is still discussing the delivery of cruise missiles to Ukraine. The Foreign Minister said yesterday that a ring swap with the UK was an option, i.e. Germany sending Taurus cruise missiles to the UK and the UK then sending its Storm Shadow cruise missiles to Ukraine. Do you think this is also an option? PM Anwar: Our foreign policy position is very clear and has not changed. We are against colonialism, apartheid, ethnic cleansing and dispossession, no matter in which country it takes place, in Ukraine or in Gaza. We cannot simply erase or forget 40 years of atrocities and dispossession that have led to anger in the affected societies and also action after action. Our relations with Hamas concern the political wing of Hamas, and we will not apologize for that either. This cooperation has also helped to raise concerns about the hostages. We have no links with any military wings. I have already said that to my European colleagues and also in the US. But we have some different views. The Australian National Congress also recognized long before the Europeans or Americans that this apartheid policy must be abolished. That's why we have taken that position. We need to understand what the fundamental problem with this is. We cannot allow people to be plundered, to have their homes taken away from them. This has to be solved. Am I in favor of people, of children being killed? Absolutely not. No, nobody should do that. That is the consistency in our politics. But I am against this obsession, this narrative, as if the whole problem started on October 7 and would end then. It didn't start on October 7, and it won't end then either. It started 40 years ago and it's still going on today. Against this background, I am of the opinion - and I have also said this to the Chancellor - that we should now look to the future. We have a problem. Do we want to deal with history now, with the atrocities that have happened, or do we want to solve the problem now? Solving the problem now means: the fighting must stop, the killing must stop. Then the whole international community - Germany, Malaysia and all neighboring countries - can ensure that there is no more violence, from any group, against anyone - not against Muslims, Christians or Jews. People must be able to live in peace. Thank you very much. BK Scholz: I have already said it and I would like to repeat it again: Germany's position is clear. Israel has every right to defend itself against the terrorist attack by Hamas. We have always made that clear in recent days, weeks and months, and it remains so. Israel can rely on that. At the same time, we have clear positions on further developments, and these have already been stated. Let me say this once again: we want more humanitarian aid to reach Gaza. We want the hostages to be released, unconditionally. We want there to be no unnecessary victims. That is why we have said very clearly what forms of military warfare are compatible with international law and what we find difficult. I have spoken out on Rafah and on the need for a long-term peaceful perspective with a two-state solution that makes it possible for Palestinians in Gaza and the West Bank to live peacefully in a separate, self-governing state alongside Israel - as a democracy in the region, and where the citizens of Israel can also rely on us. That is the perspective we are working for and what is at stake now. That is why we are working - despite the different assessments of the specific issue - on a peaceful perspective, which is necessary. I would like to repeat what I have to say on the issue of supporting Ukraine in its defense. Germany is by far the country that is providing the most support for Ukraine - financially, but also in terms of arms deliveries. All in all, the deliveries to date and those promised amount to 28 billion euros and 30 billion dollars. That is a considerable sum. We have mobilized everything to ensure that Ukraine receives the necessary support from us - ammunition, artillery, tanks, air defence of various kinds, which is also highly efficient and very much appreciated. Our support is reliable and continuous. Ukraine knows this, and we hear time and again how much this great support is appreciated there. As far as the one weapon system is concerned, I am of the opinion that it cannot be used without control in view of its effect and the way in which it can be used, but that the involvement of German soldiers is not justifiable, not even from outside Ukraine. I have therefore said that I do not consider the deployment to be justifiable and that it is therefore not a question of direct or indirect involvement, but of us being clear on this specific issue. My clarity is there. It is my job as Chancellor, as head of government, to be precise here and not to raise any misleading expectations. And my answers are correspondingly clear. Question: Good afternoon, Excellencies! You both mentioned the situation in Gaza and said that we must look ahead to a two-state solution. But how much influence can this meeting have on a humanitarian ceasefire? PM Anwar: Germany is an important country in Europe and has established good relations with Israel, and we have somewhat better relations with Palestine, with the Palestinian Authority and also with the political Hamas. Other Arab countries and neighboring states of Palestine and Israel are doing what they can. We should also be a little more positive. It is of course a chaotic situation, an uncertain situation. There is no easy solution. The Palestinians have suffered a lot. The Netanyahu government has also been very clear in its stance. There is no easy solution. We have to stop the killing of innocent people on both sides, the killing of civilians. We now need a permanent ceasefire and, ultimately, a two-state solution. This is also possible if the international community has the courage and determination. I have said: sometimes you get really depressed when you have the feeling that this case has already been morally abandoned and that there is no real will from all countries to stop the war and find a solution. I am sure that the countries of the Middle East, the international community, Germany and the other parties involved want this peaceful solution. BK Scholz: We would all have liked the start of Ramadan to have been accompanied by a longer-lasting ceasefire, which would have been linked to the release of the hostages by Hamas and also to an increase in humanitarian aid reaching Gaza. Having said that, the aim now is to bring this about as soon as possible. I believe that would be very important for everyone and could also create prospects for further developments. That is what is at stake now. We are in agreement with the American government and the European Union in everything we do. Many people around the world are also trying to work in this direction - as we have heard here, but this also applies to neighboring countries. What we must prevent is an escalation of the war. We also warn against Iran or the Iranian proxies becoming more involved in this war than is already the case. This must be resolved soon. As I said, how this can be done is something that is very clear to me, to the European Union, to the USA and to many others, and it has also been mentioned here together. Question: Mr. Prime Minister, you said that history should be left behind. But for the Israeli hostages, October 7 is still the present, also for their families. Regarding the talks you are holding with the political leadership of Hamas: What are you talking about? How much hope do you have that these hostages will be released soon? Can you also say something about what you saw on October 7 and the fact that these hostages are still being held by this terrorist violence? Mr. Chancellor, you recently met the Pope, who has now caused controversy with his statements on the white flag, which Ukraine has taken to mean, as the Foreign Minister said, that the Church is behaving more or less as it did at the beginning of the 20th century, in other words that the Church did nothing against Nazi Germany at that time. How do you react to the Pope's statements? PM Anwar: Thank you. I have already made my opinion clear. You cannot simply overlook the atrocities of the last four decades, and you cannot find a solution by being so one-sided, by looking only at one particular issue and simply brushing aside 60 years of atrocities. The solution is not simply to release the hostages. Yes, the hostages should be released, but that is not the solution. We are a small player. We have good relations with Hamas. I have told the Chancellor that, yes, I too would like the hostages to be released. But is that the end of it, period? What about the settlements, the behavior of the settlers? No, it goes on every day. What about the expropriations, their rights, their land, their dignity, the men, the women, the children? Is that not the issue? Where is our humanity? Why is there this arrogance? Why is there this double standard between one ethnic group and another? Do they have different religions? Is it because of that? Why is there a problem? Yes, we want the rights of every single person to be recognized, regardless of whether they are Muslim, Jewish or Christian. I am very clear on that. But of course I cannot accept that the issue is focused on just one case, on one victim, and that the thousands of victims since 1947 are simply ignored. Is humanity not relevant? Is compassion not relevant? That is my point. Do I support any atrocities by anyone towards anyone? No. - Do I want hostages to be held? No. But you can't look at the narrative in such a one-sided way. You can ask if I disagree with some subgroups. But that's not the way to solve the issue. We have to be fair, just, and find an amicable solution that is just, that is fair. BK Scholz: Once again what I have already said: Germany has a special and good relationship with Israel. That is very important to us. That's why Israel can also rely on us. You have a clear position on what is necessary now. That includes the release of the hostages. That includes humanitarian aid. It includes the prospect of a two-state solution. I have already spoken about this, I just want to mention it again here. This is also important for us. We were very supportive of the founding of the state of Israel, and German policy will continue to develop along these lines. As far as the Russian war of aggression against Ukraine is concerned, Germany's position is very clear: Ukraine has the right to defend itself, and Ukraine can rely on us to support it in many, many ways. I have already said that we are very far ahead when it comes to the volume and quality of the arms supplies we have provided. That is also true. That is why, of course, I do not agree with the position quoted.

In retrospect, there was perhaps nothing surprising about Russia’s decision to invade Ukraine on Feb. 24, 2022. Vladimir Putin’s intentions were, after all, hiding in plain sight and signaled in the months running up to the incursion. What could not be foreseen, however, is where the conflict finds itself now. Heading into its third year, the war has become bogged down: Neither is it a stalemate, nor does it look like either side could make dramatic advances any time soon. Russia appears to be on the ascendancy, having secured the latest major battlefield victory, but Ukrainian fighters have exceeded military expectations with their doggedness in the past, and may do so again. But as a foreign policy expert and former journalist who spent many years covering Russia, I share the view of those who argue that the conflict is potentially at a pivotal point: If Washington does not continue to fully support President Volodymyr Zelenskyy and his military, then Ukraine’s very survival could be at risk. I believe it would also jeopardize America’s leadership in the world and global security. How the conflict develops during the rest of 2024 will depend on many factors, but three may be key: supplies, information and political will. The supplies race Russia and Ukraine are locked in a race to resupply its war resources – not just in terms of soldiers, but also ammunition and missiles. Both sides are desperately trying to shore up the number of soldiers it can deploy. In December 2023, Putin ordered his generals to increase troop numbers by nearly 170,000, taking the total number of soldiers to 1.32 million. Meanwhile, Ukraine is said to be looking at plans to increase its military by 500,000 troops. Of course, here, Russia has the advantage of being able to draw on a population more than three times that of Ukraine. Also, whereas Putin can simply order up more troops, Zelenskyy must get measures approved through parliament. Aside from personnel, there is also the need for a steady supply of weapons and ammunition – and there have been reports that both sides are struggling to maintain sufficient levels. Russia appears particularly eager to boost its number of ballistic missiles, as they are better equipped for countering Ukraine air defense systems despite being slower than cruise missiles. Increasingly, Moscow appears to be looking to North Korea and Iran as suppliers. After Kim Jong Un, the North Korean leader, visited Russia in 2023, the U.S. accused Pyongyang of supplying Russia with ballistic missiles. Iran, meanwhile, has delivered to Russia a large number of powerful surface-to-surface ballistic missiles and drones. Ukraine, meanwhile, is dependent on foreign military equipment. Supplies were stronger at the beginning of the war, but since then, Ukraine’s military has suffered from the slow, bureaucratic nature of NATO and U.S. deliveries. It wasn’t, for example, until the summer of 2023 that the U.S. approved Europe’s request to provide F-16s to Ukraine. Ukraine needs more of everything, including air defense munitions, artillery shells, tanks and missile systems. It is also running short of medical supplies and has seen hospital shortages of drugs at a time when rampant infections are proving resistant to antibiotics. Perhaps the biggest factor that remains in Russia’s favor when it comes to supplies is the onerous restrictions placed on Ukraine from the West, limiting its ability to attack Russian territory with U.S. or NATO equipment to avoid a wider war. For example, the Ukrainian military had a High Mobility Artillery Rocket System with a 50-mile range that could hit targets inside Russia, but it modified the range to keep the U.S. military satisfied that it would not cross a Russian red line. If this policy could be relaxed, that might be a game changer for Ukraine, although it would raise the stakes for the U.S. The information war The Ukraine conflict is also a war of messaging. To this end, Putin uses propaganda to bolster support for the campaign at home, while undermining support for Ukraine elsewhere – for example, by planting stories in Europe that cause disenchantment with the war. One outrageous claim in the early weeks of the war was that Zelenskyy had taken his own life. The rumor came from pro-Russia online operatives as part of an aggressive effort to harm Ukrainian morale, according to cybersecurity firm Mandiant. More recently, in France, stories appeared that questioned the value of assistance to Ukraine and reminded the public of the negative impact of Russian sanctions on the French. Stirring dissent in this way is a classic Putin play to raise doubts. And investigative reporting points toward a disinformation network being run out of the Kremlin, which includes social media bots deployed on Ukrainian sites spreading stories of Zelenskyy’s team being corrupt and warning that the war would go badly. Given that Putin controls the Russian media and is quick to crack down on dissent, it is hard to really know what Russians think. But one reputable polling agency recently reported strong support in Russia for both Putin and the war in Ukraine. Ukrainians, too, still support the fight against Russia, polling shows. But some war fatigue has no doubt lowered morale. There are other signs of domestic strain in Ukraine. At the end of 2023, tensions grew between Zelenskyy and his top military commander, General Valery Zaluzhny who had complained about weaponry. Zelenskyy ended up firing the military chief, risking political backlash and underscoring that not all is well in the top chain of command. Should disunity and war fatigue continue into the war’s third year, it could serious impair Ukraine’s ability to fight back against a resurgent Russian offensive. The politics of conflict But it isn’t just domestic politics in Ukraine and Russia that will decide the outcome of the war. U.S. politics and European unity could be a factor in 2024 in determining the future of this conflict. In the U.S., Ukraine aid has become politicized – with aid to Ukraine becoming an increasingly partisan issue. In early February, the Senate finally passed an emergency aid bill for Ukraine and Israel that would see US$60.1 billion go to Kyiv. But the bill’s fate in the House is unknown. And the looming 2024 presidential elections could complicate matters further. Former president Donald Trump has made no secret of his aversion to aid packages over loans, calling them “stupid,” and has long argued that Americans shouldn’t be footing the bill for the conflict. Recently, he has made bombastic statements about NATO and threatened not to adhere to the alliance’s commitment to protect members if they were attacked by Russia. And uncertainty about American assistance could leave Europe carrying more of the financial load. European Union members have had to absorb the majority of the 6.3 million Ukrainians who have fled the country since the beginning of the conflict. And that puts a strain on resources. European oil needs also suffer from the sanctions against Russian companies. Whether these potential war determinants – supplies, information and politics – mean that the Ukraine war will not be entering a fourth year in 12 months time, however, is far from certain. In fact, one thing that does appear clear is that the war that some predicted would be over in weeks looks set to continue for some time still.

The news of the death of Alexei Navalny, a symbol of the political opposition to Vladimir Putin's regime, in a prison 60 kilometers from the Arctic Circle, has shocked Western public opinion, but comes as no surprise. Since coming to power in 2000, Putin has resorted to the physical elimination of his political opponents as a tool to stay in power and terrorize the opposition. First he used it against the oligarchs who enriched themselves during Boris Yeltsin's two presidential terms. Then journalists, such as Anna Politovskaya, who criticized him and reported on the Chechen war, were murdered. Then Boris Nemtsov on the Kremlin bridge in 2015, while numerous other opposition politicians were imprisoned. Since the beginning of the war in Ukraine, several people who opposed the invasion have "committed suicide". Navalny, who had already in 2020 been poisoned with novichok, a chemical nerve agent to whose use only high-ranking government or military officials can have access, had defined Putin's United Russia party as that "of criminals and thieves". He was also the driving force behind the massive anti-regime demonstrations during the winter of 2011-2012 (the largest so far), over alleged electoral fraud in regional elections. The most defiant figure to Putin's regime, Navalny has paid with his life for the one message he insisted on sending to Russians: that they should fight for freedom. Navalny's death is yet another symptom of what is really happening in Putin's Russia. The next presidential elections will be held March 15-17. Putin is certain to win them. The disappearance of the political opposition to the Russian regime has not translated into a mass protest of the population nor - more importantly - into a vote against the government. Boris Nadezdin, baptized by Western journalists as "the candidate for peace" will not be able to run in the elections because the Russian Supreme Court has upheld the decision, taken by the Central Electoral Commission, to invalidate 100,000 signatures endorsing his candidacy, under the generic pretext of "irregularities". Nadezdin advocates an immediate truce and a transition to peace negotiations in trilateral format involving Russia, Ukraine and the West. According to him, the decision on the fate of the territories annexed by Russia should be based on the will of the people who lived there before the conflict. The war in Ukraine, now entering its third year, is the cause of the breakdown of relations between Russia and the West and Russia's growing dependence on the "axis of the sanctioned" (North Korea, Iran and China). Ukraine is losing on the battlefield due to lack of ammunition and war fatigue affecting both its own population and its allies. The prospect of Donald Trump's victory in November this year further darkens its future, as NATO countries will not be able to overcome an eventual suspension of U.S. military aid to Ukraine, as the alliance's secretary general has warned. The war is turning into a competition between the Western and Russian military industries. If Europe does not wake up, Ukraine and its allies will lose everything that Kiev has so far gained, thus fulfilling Russia's goal of turning its neighboring country into a failed state. The Western allies had managed to provide Ukraine with significant political, military and economic support during the two years of war. However, it is not so clear that they are prepared for a long war nor for the containment and deterrence of Russia, although it is well known that investing in deterrence is always cheaper than investing in open warfare. Navalny's death, Putin's electoral victory and the long duration of the war in Ukraine are the fateful triangle that the Kremlin now opposes to the West, a triangle strengthened by the shameful silence of the majority of the Russian population, a silence that is a consequence of the tyranny and information manipulation carried out by the regime, but also of its political apathy.

The EU should try to attract more business from Taiwan, though Taiwan’s January 2024 election hasn’t made the job easier Taiwan’s economy has transformed since 2016 under the leadership of the Democratic Progressive Party (DPP). In particular, the Taiwanese economy has diversified away from mainland China, while reliance on semiconductors is now even more acute than eight years ago. In elections in January, the DPP won the presidency for a third term but lost overall control of Taiwan’s parliament, the Legislative Yuan. In contrast to the previous two terms, the DPP therefore needs to agree policy, including economic policy, with other parties. this could signal a softer approach in relation to the continuation of diversification away from the mainland. Ongoing diversification Mainland China remains Taiwan’s biggest export and investment destination, despite the share of Taiwan’s exports that go to China reducing from 40 percent on average between 2016 and 2019 to 35 percent in 2023 (Figure 1). This has happened even though Taiwan signed a free trade agreement with mainland China in 2010 – the Economic Cooperation Framework Agreement (ECFA) – which at the time led to an increase in Taiwanese exports to the mainland. The COVID-19 pandemic in 2020 also triggered a sharp increase as the rest of the world entered a deep recession, but the trend has not lasted. Since 2021, the share of Taiwanese exports going to the mainland has dropped significantly, influenced by US export controls on high-end semiconductors, with a clear knock-on effect on Taiwanese exporters.   Taiwanese FDI into mainland China has also shrunk rapidly, from 65 percent of total Taiwanese FDI on average from 2008-2016 to 34 percent on average from 2017-2023 (Figure 2). The difference between these periods is that in the former, Taiwan was governed by the Kuomintang (KMT, Chinese Nationalist Party), which favours closer relations with the mainland, while in the latter period the DPP was in charge. There are both geopolitical and economic reasons for mainland China’s falling share of Taiwanese FDI. First, the ECFA trade and investment agreement, reached under the first term of KMT President Ma Ying-jeou, was not extended when a new round of negotiations started in 2012, to include technological cooperation, finance and people-to-people exchanges. A broader economic agreement between Taiwan and the mainland, mostly focusing on services – the Cross-Strait Service Trade Agreement (CSSTA) – fell victim to lack of consensus among Taiwan’s main political parties, increased tensions in the Taiwan Straits and student protests in Taiwan (the so-called Sunflower movement) in 2014.1 Second, with the DPP victory in 2016, the new Southbound Policy 2 was launched, offering incentives for Taiwanese companies investing in 18 Asian countries, including ASEAN 3, India and other South Asian and Australasian nations. In addition, rising labour costs in mainland China, the ongoing trade war between the US and China, an increased regulatory burden in the mainland and political tensions between the two sides of the Taiwan Strait also pushed Taiwanese businesses to look elsewhere to invest. -    The new political reality and geographical diversification While the election-winning DPP wants to see further diversification away from the mainland, the more pro-China party, the KMT, wants reinforced economic relations with China.4 Because of the now-hung parliament, the DPP will need to take some of the KMT’s wishes into account it wants pass new rules, including those related to geographical diversification. Beyond the two parties’ preferences, two other important issues also need to be factored in. First, geographical diversification requires open markets but Taiwan is increasingly unable to open any market through trade or investment deals. Taiwan has spent the last eight years negotiating bilateral deals with its closest allies, Japan and the US, but the DPP administration has not even been able to complete these. Incoming President Lai has said that Taiwan should continue to push to be part of the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), to which it applied in September 2021, but the reality is that Taiwan’s application has little hope of success. China officially applied to be a member of the CPTTP only a couple of days before Taiwan. Since then, the United Kingdom has become a member of CPTTP, but the negotiation processes with Taiwan and mainland China have not started. Australian’s prime minister, Anthony Albanese, has expressed severe doubts about Taiwan’s ability to become member of CPTTP because of lack of international recognition of it as a nation-state.5 Second, while the DPP is likely to continue to offer more fiscal incentives to promote diversification in Southeast Asia and India (under the Southbound Policy), the fastest-growing destination for both exports and foreign direct investment from Taiwan is the United States, followed by Japan. This can be explained by the ongoing artificial intelligence revolution, which needs semiconductors, and the decisions of some key Taiwanese chip companies (especially TSCM) to open factories overseas for chip production, with the US and Japan as the most important destinations. In other words, the DPP’s push for geographical diversification might not be the main reason why diversification has happened; rather, it has been driven by market forces and business opportunities. This also means that the KMT push to maintain – if not deepen – economic ties with mainland China might not succeed unless China’s currently underwhelming economic performance turns around. Implications for the European Union So far, the EU has benefitted little from Taiwan’s trade and investment diversification, at least when compared to the US and the rest of Asia. The EU’s export share into Taiwan has remained practically stagnant (while the US has doubled its share), notwithstanding a large increase in exports from the Netherlands for a single item – ASML’s lithography machines for chip production. The EU lacks a trade or investment deal with Taiwan, but so do some of Taiwan’s other trading partners, including the US. Considering that the EU is the largest foreign direct investor in Taiwan, the question arises of whether the EU should do more to foster more bilateral economic relations. The gains could be substantial, especially from inbound FDI as Taiwanese investment focuses on high-end manufacturing. There has been some movement. A €5 billion investment in France by a Taiwanese company (ProLogium) was announced in May 2023 to build a battery factory 6 . TSMC announced in August 2023 a €4.5 billion investment in a semiconductor factory in Germany 7 . But for the EU to catch up with Japan and the US as a recipient of outbound FDI from Taiwan, the result of Taiwan’s elections could be an obstacle. This is because the DPP will have less control of the economic agenda because it does not control the Legislative Yuan. The close-to-impossible negotiation of a trade and investment deal between the EU and Taiwan – as shown by Taiwan’s difficulties in relation to Japan, the US and the CPTTP – does not point to any improvement in the institutional framework for economic relations to improve. The question, then, is what can the EU offer to attract high-end foreign direct investment from Taiwan? Subsidies to attract semiconductor factories cannot be the only answer, given the very large amounts needed and the pressure such subsidies put on EU member states’ already stretched finances (Legarda and Vasselier, 2023). Working with business associations and chambers should be a key driving force to improve business relations between Taiwan and the EU, especially considering that the EU is the largest foreign foreign direct investor in Taiwan, while Taiwanese companies have been absent from the EU single market until recently. Overall, the US and the rest of Asia have been the main winners from Taiwan’s rapid diversification of its economy away from mainland China. The EU, which is lagging, should work to enhance its economic exchanges with Taiwan. Hopefully the January 2024 election results will facilitate this. Most importantly, the EU should aim to attract more high-tech FDI from Taiwan. Unfortunately, a better institutional framework through a trade/investment deal seems highly unlikely, for geopolitical reasons. This puts all the burden on chambers of commerce and other forums to improve business relations. References 1- The Sunflower Movement was a student-led protest that occuped Taiwan’s Legislative Yuan to put pressure on the KMT government against signing a second cooperation deal with mainland China. See Ho (2018). 2- See the New Southbound Policy portal at https://nspp.mofa.gov.tw/nsppe/. 3- Brunei, Cambodia, Indonesia, Laos, Malaysia, Myanmar, Philippines, Singapore, Thailand and Vietnam. 4- Alicia García-Herrero, ‘Taiwan’s future economic direction hinges on the election outcome’, First glance, 12 January 2024, Bruegel https://www.bruegel.org/first-glance/taiwans-future-economic-direction-… 5- Claudia Long and Stephen Dziedzic, ‘Albanese says Australia is unlikely to support Taiwan 6- France24, ‘Taiwanese battery maker Prologium to invest €5 billion in French factory’, 12 May 2023, https://www.france24.com/en/europe/20230512-taiwanese-battery-maker-pro…. 7- DW, ‘Taiwan’s TSMC to build semiconductor factory in Germany’, 8 August 2023, https://www.dw.com/en/taiwans-tsmc-to-build-semiconductor-factory-in-ge…. Ho, M.-S. (2018) ‘The Activist Legacy of Taiwan’s Sunflower Movement’, Carnegie Endowment for International Peace, 2 August, available at https://carnegieendowment.org/2018/08/02/activist-legacy-of-taiwan-s-sunflower-movement-pub-76966 Legarda, H. and A. Vasselier (2023) ‘Navigating Taiwan relations in 2024: Practical considerations for European policy makers’, China Horizons, 21 December, available at https://chinahorizons.eu/our-research/policy-briefs/278-navigating-taiwan-relations-in-2024-practical-considerations-for-european-policy-makers