Subscribe to our weekly newsletters for free

Subscribe to an email

If you want to subscribe to World & New World Newsletter, please enter
your e-mail

Defense & Security
Meeting of NATO Ministers of Defence during a two-day meeting of the alliance's Defence Ministers at the NATO Headquarters in Brussels, Belgium on February 14, 2023.

Where is the transatlantic relationship heading?

by Florentino Portero

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

Diplomacy
Paper ship with flags of the USA, Great Britain, Canada, Australia, Japan, the EU and China Concept of state relations, free trade agreement

China's Role in the Gaza Conflict: Global South Leadership and U.S. Rivalry

by Nadia Helmy

Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском  Through its recent official and popular position towards the Gaza war, China seeks to define its position as a leader and defender of the so-called “global south” to pass the policy of transformation towards a multipolar international world in the face of the United States of America and its allies in the West. China seizes the opportunity to express the urgent need to reshape the global system led by the West under the leadership of Washington. Here, both Moscow and Beijing see Israel's war on the Gaza Strip as having led to directing Western military support efforts from Ukraine in the face of Russia, Beijing's close ally, to Israel, while China views the war from the perspective of its confrontation with America. As China attempts to express global and popular public opinion on the Israeli-Palestinian conflict, as part of a much broader Chinese strategy aimed at winning the support of the countries of the Global South to its side.    Both Russia and China are working to benefit from the war in Gaza, by strengthening their roles as supporters of the countries of the Global South, and demonstrating the failure and bias of the United States and the international system led by Washington in dealing with the grievances of that large bloc of countries in the world in the South. This also serves to realize Chinese President Xi Jinping’s vision of Chinese leadership of the Global South, which includes the majority of Arab countries and Palestine, which enhances Beijing’s efforts to confront Washington and its Western allies and reshape the international system in its favor. China has exploited anti-Israel sentiments globally and at home, in an attempt to strengthen its position within the framework of the Global South.  In its strenuous efforts to express world public opinion and the feelings of peoples, China is pursuing many and varied plans to support the issues of the developing global south, most notably the Palestinian cause, and to expose what China considers to be American double standards in dealing with the Palestinians compared to Israel.    China's assumption of the presidency of the UN Security Council in November 2023 comes immediately after Operation “Al-Aqsa Flood” or the Gaza War in October 2023, succeeding Brazil, coinciding with the escalation of brutal Israeli military operations in Gaza. For this reason, China has risked angering Israel, as it sees broader stakes in the current conflict that go beyond the Palestinian-Israeli issue. Beijing sees the crisis as an opportunity to distinguish its position from the pro-Israel West and to enhance its reputation in the global south, many of whose countries strongly sympathize with the Palestinian cause, which serves China's image.  To this end, China has used a tough diplomatic rhetoric against Israeli crimes in the Gaza Strip, and has condemned the US position, especially the obstacles created by the US by voting against a series of Chinese and Russian ceasefire resolutions in the UN Security Council. In addition, China has supported various decisions of the International Court of Justice and the International Criminal Court to condemn Israel and arrest its Prime Minister “Benjamin Netanyahu”.  China used its veto power against a draft resolution proposed by the United States of America on October 15, 2023, which did not include a call for an immediate ceasefire, or a permanent humanitarian truce for the entry of humanitarian aid into the Gaza Strip. The Chinese Permanent Representative to the United Nations, "Chang Jun”  justified his country's opposition to the American draft resolution, because it includes many elements that divide rather than unite, and goes beyond the humanitarian dimension, and is unbalanced and mixes right and wrong, and does not reflect a strong call for a ceasefire and an end to the violence. The Chinese Permanent Representative to the United Nations “Jun” considered that the ceasefire is not just a diplomatic phrase, but means life and death for many civilians, which Washington did not understand, according to him. China also participated in the (Cairo Peace Summit 2023), which was held on October 21, 2023 in the New Administrative Capital, with China's call during the summit to stop the war in Gaza.  China's motivation for taking an interest in the Palestinian issue after the recent Gaza war may be more related to its competition with the United States and the image that China wants to project domestically and even internationally in light of its new position as a major global power. China wants to be seen as a wise and responsible superpower interested in mediation and peacebuilding. It is also likely that Beijing seeks to present an alternative viewpoint to the United States' perspective on peace to the world order, especially in the global South, where most countries in the region support the Palestinians.   Beijing has already come a long way in the Israeli-Palestinian conflict, from its active support for Palestinian factions recently to their invitation to China after the recent Gaza war to complete the Palestinian reconciliation process between all the warring Palestinian factions with Chinese support.  Since the beginning of the war in the Gaza Strip, Chinese positions and statements by officials in Beijing have carried a degree of escalation in tone towards Israel’s behavior. Beijing criticized the comprehensive Israeli bombing of civilians, condemned violations of international law, called for the implementation of the two-state solution, and called for the establishment of a humanitarian corridor to allow aid to enter the besieged Gaza Strip. Chinese Foreign Minister “Wang Yi” went further, describing the Israeli bombing of civilians in Gaza as actions that go beyond the scope of self-defense.  Chinese state media have also been highly critical of Israel, and in most of their reports have cited Iranian media, with the Chinese emphasis that: “the illegal use of white phosphorus bombs by the Israeli army against Palestinian civilians exposes it to international accountability”. Chinese state media have also blamed the United States, Israel’s strongest supporter, and have been explicitly accused in Beijing, for fueling tensions in the region. China has also angered Israel by refusing to join the United States and other countries in designating Hamas as a terrorist organization, describing it instead as a Palestinian resistance movement.    In late October 2024, immediately after the Gaza war, the China Daily, a Chinese propaganda outlet, declared that: “the United States is on the wrong side of history in Gaza”. Elsewhere, Chinese state television reported that Jews represent 3 percent of the United States’ population but control more than 70 percent of its wealth. With all official and popular Chinese media keen to repeat the narratives that dominate the popular discourse in the Global South. This repetition is in line with the majority opinion in some countries of the South, and it allows China to present itself as an alternative to the image of the United States of America as a warmonger, hegemonic, hypocritical and unjust.         In July 2024, Hamas, Fatah and other Palestinian factions signed a preliminary agreement in the Chinese capital, Beijing, to form a transitional government for national reconciliation, with the aim of managing Gaza after the end of the war. The same group met in the Russian capital, Moscow, in February 2024, seeking to reach a similar agreement. At the same time, China was able to bring the Palestinian Fatah and Hamas movements together at the negotiating table in Beijing in two sessions of the National Dialogue during the months of April and June 2024, in a move that reflects China’s desire to interact with the Palestinian issue in a positive way.        Chinese official media is trying to support its position before Chinese public opinion at home and their sympathy for the people of Gaza, by emphasizing China's official discourse, which seeks to confirm that Beijing has made proposals to stop the war on Gaza, brought together the Palestinian movements Hamas and Fatah inside China, and called on the UN Security Council to calm the conflict. China also seized the opportunity of its meetings with Arab and Gulf foreign ministers to reaffirm the multiple peace plans it had previously proposed in favor of resolving the Palestinian issue. With the Chinese envoy to the Middle East “Zhai Jun” , confirming, with Palestinian and Arab officials, China's immediate call for an immediate ceasefire and providing humanitarian support to the Palestinian people.   As for the most prominent Chinese academic and research analyses of the Gaza war, Chinese Professor “Yan Shutong”, Dean of the Institute of International Relations at China's Xinhua University, described the matter as: “The Israel-Gaza war will reduce the global political influence of the United States. This has become very clear, because even its allies will have to distance themselves from it on this issue, and with the undermining of the United States' strategic relations with other major powers, the strategic balance between China and the United States will shift in China's favor”. Professor “Wang Yiwei”, a professor of international relations at Renmin University in Beijing, also said: “China is now in a better position than the United States to help resolve conflicts, whether between Saudi Arabia and Iran, Russia and Ukraine, or Israel and the Palestinians”.  In this context, Professor Shi Yinhong, a professor of international relations at Renmin University of China, asserts that: “Beijing’s policy in the Middle East has been paralyzed by the conflict, given that the United States, which strongly supports Israel, is involved in this crisis, whether directly or indirectly. Who would listen to China?”. A report by the (international human rights organization Freedom House) described a wave of anti-Semitic sentiments on the Chinese Internet and Chinese media, especially popular ones related to Chinese social media, such as: the widely-used Chinese WeChat program, Weibo, QQ, and others. The Freedom House report confirmed that: “With regard to the Israeli-Palestinian conflict, the Chinese government has long promoted a narrative that places the blame squarely on Israel”. In light of the growing global and internal Chinese popular sympathy for the Palestinians, and the unprecedented spread of its manifestations within Chinese society via Chinese social media, and the holding of limited demonstrations in light of China’s sensitive internal policy towards popular demonstrations, decision-makers in Beijing find themselves facing a challenge to maintain a balanced position between the crimes committed by Israel against civilians in the Gaza Strip, and the position of the Palestinians in the Strip.   As an expert in Chinese politics and the policies of the ruling Communist Party in China, and constantly informed of all reports of Chinese think tanks and research centers, especially those related to the Middle East, it is noted that a number of Chinese analyses adopt a trend, vision, and perhaps another theory or school for the war in Gaza, namely the “theory of war between wars”, which later became clear to a large extent to be correct, meaning: that the war that was limited to the Palestinian Hamas movement and Israel, and Israel's practices in the West Bank and Gaza Strip, will expand to include a conflict between Israel and Iran, but through its agents in the region, which means waging wars on different fronts at the same time, namely the war of Israel against Hamas, targeting Palestinian resistance elements in the West Bank, confronting Hezbollah on the southern Lebanese front, confronting the threats of the Houthi militia in Yemen, fighting the Shiite militias in Syria and Iraq, and waging confrontations against Iran, which leads the axis of resistance.    To this end, China seized the opportunity of the 10th China-Arab Cooperation Forum, to be held on May 30, 2024, with the participation of Chinese President “Xi Jinping” and a number of Arab leaders, most notably Egyptian President “Abdel Fattah El-Sisi”, to reflect the common desire to discuss aspects of China-Arab relations and ways to enhance them, deepen consensus between China and Arab countries, raise questions about the position of Gaza in China-Arab discussions, the limits of China's role in helping to stop the Israeli aggression on Gaza, and support the return to the path of political settlement between the Palestinian and Israeli sides, leading to the two-state solution supported by major powers, most notably China.  Here, the Arab Summit, which was held in the Bahraini capital, Manama, on May 16, 2024, adopted the necessity of calling for an international peace conference that would contribute to restoring the negotiating track. This call intersects with the Chinese President Xi Jinping’s call to hold an international peace conference during the Arab-Chinese Cooperation Forum, where he stressed in his speech before the forum on May 30, 2024, that Beijing wants to strengthen its relations with Arab countries to be a model for global stability, calling for an international peace conference aimed at ending the war between Israel and Hamas, noting that Beijing is ready to work with Arab countries to resolve issues related to hot spots in ways that support the principles of fairness and justice and achieve peace and stability in the long term. Xi Jinping stressed that war cannot continue indefinitely, justice cannot remain absent forever, and the two-state solution cannot be arbitrarily overthrown.     Based on the previous analysis, we reach the conclusion that the Chinese trend towards interacting with the Middle East issues and the recent Gaza war represents one of the pillars of the escalation of the Chinese role at the global level and among the developing countries of the Global South led by China. This trend coincided with the vision of the United States of America to limit its ties to the interactions of the Middle East, due to its high cost and to move eastward to confront the growing Chinese influence in Asia.

Energy & Economics
Trump - Putin - Flags

The World Awaits Change

by Andrei Kortunov

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

Defense & Security
Turkish president Recep Tayyip Erdoğan at G20 meeting Bali, Indonesia 15.11.2022

Türkiye’s regional triumph is evident

by Alexander Svarants

Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The fall of B. Assad’s regime was the result of a number of internal and external contradictions, in which the Turkish factor played a key role. Ankara is celebrating the success of its diplomacy in Syria. The success in Syria is giving R. Erdogan wings In its diplomacy, Türkiye consistently tries to adhere to a pragmatic course of achieving its national interests. At the same time, Ankara’s policy does not represent the short-term ambitions of an adventurist leader, rather reflects a long-term programme in accordance with the doctrines and strategies of neo-Ottomanism and neo-pan-Turanism. Türkiye does not hide its ambitions; it makes public various programme provisions and concepts, which focus on raising the status of Turkish statehood to the rank of a regional superpower. For this reason, when former Turkish Foreign Minister Ahmet Davutoglu explained in Washington the essence of the doctrine of neo-Ottomanism, developed by him in the framework of his ‘Strategic Depth’, he noted Ankara’s attachment to the post-Ottoman space, i.e. to the peoples and countries that were previously part of the Ottoman Empire. Of course, no nation freed from the tyranny of the Ottoman Empire will voluntarily return to the new Türkiye or become its vassal, however Ankara does not set (at least at this point in historical development) the task of reuniting independent entities of the post-Ottoman space with Türkiye. Ankara is trying to spread its influence and realise national interests in relation to geographical neighbours, to use its advantageous economic and geographical position on transit routes, which increases Türkiye’s status at the junction of Europe, Africa and Asia. For these purposes, the Turkish authorities are effectively using economic, political and military means. In North Africa, betting on one of the political forces in the devastated Libya and the local use of military forces – combined with the supply of weapons – provided Ankara with the opportunity to gain access to oil fields. The energy partnership with Russia and the consideration of Moscow’s crisis relations with the West have, in a certain sense, created not only trade and economic interests, but also the relative geopolitical dependence of the Russian Federation on relations with Türkiye. As a result, through partnership diplomacy, the Turks localised military and other threats from Russia to implement the geopolitical strategy of neo-pan-Turansim in the post-Soviet southeast. Ankara is supporting Turkic countries in local conflicts With regard to the newly formed Turkic countries, Türkiye did not rely only on Turkism and pan-Turkism, instead choosing a more flexible tactic: combining ethno-cultural kinship and ideological expansion with a more rational, economic (primarily energy, transport, communication and transit) integration strategy according to the formula ‘One people – two (three, four, five, six) states’. However, Ankara has strongly and consistently supported Turkic countries in local conflicts, providing them with the necessary military, military-technical, intelligence and diplomatic assistance. In this regard, the Turkish-Azeri tandem against Armenia in the Karabakh conflict is a good example. As a result, Türkiye, using its position in NATO and its allied relations with the UK and US, achieved the implementation of new strategic communications bypassing Russia to export oil and gas from the Azeri sector of the Caspian Sea and then to Europe. This ambitious transport and energy programme, as well as the military victory in Karabakh, laid the foundation for strengthening the independence of Turkic countries and supporting common Turkic integration, which allowed Türkiye to create the international Organisation of Turkic States (OTG) and move towards the goal of a single Turan. In the Middle East, Türkiye supports is allied with Qatar and opposed the regime of Bashar al-Assad in Syria, which previously (2009) abandoned the transit project of a Qatari gas pipeline through Syria to Türkiye and Europe. Given the unsolvable intra-confessional (between Sunnis and Shi’as, Alawites) and inter-ethnic (the Kurdish issue) contradictions in Syria, President Erdogan waged a consistent battle to overthrow the undesirable regime, strengthen the pro-Turkish forces of Sunni Islamic radicals and local Turkmen in Syria, as well as to neutralise any forms of independence of the Syrian Kurds. Türkiye was not only aware of the plans of Hay’at Tahrir al-Sham* (HTS) and the Syrian National Army* (SNA) for six months, but it was Türkiye itself that developed the plan for a military operation against the regime of Bashar al-Assad, providing them with the necessary military, technical, intelligence and diplomatic support. Türkiye said that Bashar al-Assad refused the hand that Erdogan extended to him and refused negotiations on Ankara’s terms with the recognition of the reality on the ground (i.e. the de facto Turkish occupation of the ‘security zone’ in the north-west of Syria). In response, Turkish proxy forces taught Assad a lesson by excommunicating him from power and removing him from Syria itself. Erdogan exhibited violent and aggressive rhetoric against Netanyahu because of the conflict in the Gaza Strip and took cosmetic measures within the framework of the trade embargo. In reality, Ankara did not follow Tehran’s example and did not provide military assistance to the Palestinians. Türkiye has not banned the transit of Azeri oil to Israel via its territory. Regarding the military operation against the Assad regime in Syria, Ankara skilfully used Tel Aviv’s signals about the launch of an offensive on Aleppo and Damascus. For some reason, the Turks are not blaming Israel for its numerous airstrikes on Syrian communications and the military arsenal of the former Syrian army, which greatly facilitated the advance of HTS* and SNA* forces in Syria. Ankara did not make harsh statements against Israel about the fact that the IDF entered the buffer zone in the Golan Heights and that Israeli tanks were 20km from Damascus. However, as the Turkish newspaper Yeni Şafak reports, Türkiye is threatening to shoot down the Israeli Air Force with its air defence systems if they support the Kurdish forces in Syria. Erdogan’s triumph Turkish media is enthusiastically celebrating Erdogan’s triumph in Syria and the fall of the Assad regime. At the moment, the Turks have strengthened their positions in Syria. The interim (or transitional) government in Damascus, headed HTS* leader Mohammed al-Jolani, is, in fact, an ally of Ankara. With even greater effort and reliance on the new Syrian authorities, Türkiye will obviously continue its policy of forcibly resolving and neutralising the Kurdish issue in Rojava. The fall of Assad allows Türkiye to repatriate more than 3 million Syrian refugees and strengthen its influence on domestic political life in a weak Syria. Finally, the Turks are counting on the implementation of the Qatari gas pipeline project in the near future, a project which was postponed due to the past position of Bashar al-Assad and his allies. It is no coincidence that on December 13, the heads of the Turkish and Qatari intelligence services met in Damascus, where they held joint talks with the leader of the HTS*, al-Jolani. Ankara and Doha have already announced their plans to open diplomatic missions in Syria. Immediately after the fall of the Assad regime, Türkiye announced on December 9 that it would help Syria rebuild its energy sector, although Ankara did not receive an official request from the new government. In turn, Turkish Minister of Energy and Natural Resources Alparslan Bayraktar did not rule out that the Qatari gas pipeline project will be revived, as Syria has restored its unity and stability. Bayraktar stressed that it is necessary to ensure the safety of the gas pipeline. It seems that the question of ensuring the security of the future gas pipeline was also addressed by the Turkish and Qatari heads of intelligence with HTS* leader al-Jolani. The most openly pretentious statement vis-à-vis Syrian territory was the speech of President R. Erdogan at a party meeting, in which he proposed to review the results of the First World War and return the Syrian provinces of Aleppo, Idlib, Hama, Damascus and Raqqa to Türkiye, as they were previously part of the Ottoman Empire. This is how neo-Ottomanism manifests itself in real life. However, Erdogan apparently forgot that following the results of the First World War, the Ottoman Empire lost and collapsed and the territories of the new Türkiye changed. The author of revised borders within the framework of the Versailles Treaty system was Türkiye’s eternal ally Great Britain. Following that logic, today Russia has the right to demand from Türkiye Kars, Artvin, Ardahan and Surmalu district with Mount Ararat, which the Bolsheviks unreasonably ceded in March, 1921, to Kemal Pasha. Which problems may await Türkiye following the regime change in Syria? Of course, at this stage Türkiye’s success in Syria is obvious, but it is unlikely to be the result of Turkish planning alone. The United States did not officially interfere in the situation surrounding overthrowing the Assad regime, but did not leave Syria either. Washington and Tel Aviv actually dragged Ankara into a joint plan to collapse Iran and Russia in Syria. Given the inaction of the Syrian authorities and the army, Moscow did not get involved in a new conflict. Tehran adheres to approximately the same position. Some experts believe that the newly elected US President D. Trump supposedly promised to redistribute spheres of influence with Russia, where Moscow gets peace in Ukraine in accordance with the reality on the ground, but withdraws from Syria. However, in Syria, the United States and Israel will support the Kurds, who are Türkiye’s main opponents. Ankara continues to insist on eliminating Kurdish structures in Syria, which may be at odds with the approaches of the United States and Israel. Russian expert Stanislav Tarasov believes that the Turkish-Kurdish confrontation in Syria can lead to sad consequences for the Turks and the loss of almost eight Kurdish-populated vilayets in the south-east of Türkiye itself with the involvement of the United States and Israel. At the same time, D. Trump’s focus on confrontation with Iran in Israel’s favour prolongs the risk of war waged by the Western coalition against Iran, in which Türkiye will face a military conflict with Tehran. It is more likely that Russia will abstain from intervening in such a conflict. Türkiye, however, could suffer significantly. Syria can either follow the path of ‘Iraqisation’ and the division of its territories into ‘zones of responsibility’ of external and internal forces or find itself divided between neighbours and new entities (including Israel, Türkiye, Iran and Kurdistan). * currently banned in the Russian Federation

Diplomacy
Dotted world map illustration made of USA flag colors as concept for United States global dominance. Power and leadership symbol. Politics, military and economic influence.

Is the United States Still the Sole Superpower of the World?

by Taut Bataut

Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском With the rise of Russia and China, the world is shifting dramatically from a unipolar US-dominated order to a multipolar one. Russia’s strategic alliances, along with China’s Belt and Road Initiative and economic growth, are reshaping global power dynamics. On the other hand, the United States’ military interventions and isolationist moves have raised a critical question: can it adapt to this new global reality, or will it continue to lose influence on these emerging powers? The Decline of U.S. Global Dominance The global order is witnessing a transformative period, from a unipolar order under US dominance to a multipolar one. The latter provides other major powers an extensive opportunity to challenge the US-led global system. China, Russia, and even the middle powers use this waning US influence to expand their global political clout. The rise of these powers is altering the global balance of power. Numerous US policy decisions have weakened its position in the global sphere. The militarization approach of the United States and the successive unpopular government policies have made its fall inevitable. The realist theorists attempt to attribute these changes in global power distribution as a result of the anarchic world system. China’s Belt and Road Initiative (BRI) and its growing economic might present the strongest challenge to the US economic and military hegemony in the world. The BRI has posed it as an indispensable economic partner of the countries across the three continents including Africa, Asia, and Latin America due to the investment of trillions of dollars in infrastructural projects. Moreover, its trade volume reached $6 trillion in 2022 surpassing the US trade volume of $4.9 trillion. This economic might has enabled it to entice states that became weary of the US’s harsh approach towards the developing and underdeveloped world. The Emergence of a Multipolar World Order Furthermore, globalization has also prompted the Third World countries to partake in knowledge and economic competitions with the Western world.   The liberal theorists hold that the leveling effect of globalization enables it to redistribute power. The emergence of this new multipolar world order has made it difficult for the US to establish and maintain its influence over the globe and remain relevant in global governance. The rise of BRICS, with its share of 37.4 percent in the global GDP in 2023, and its decision to introduce its currency for mutual trade have challenged the US financial system, hastening the decline of the US-led economic and political order. Moreover, the US policies under a few former presidents have also contributed to the rapid decline of the country’s hegemony. United States military interventions in Iraq, Afghanistan, and the Middle East, its covert involvement behind sparking the Russia-Ukraine conflict, and its compliance in Israel’s war crimes in Gaza have all damaged Washington’s global standing. Its deadliest invasion of Iraq, under the pretext of unverified reports of WMDs, undermined its credibility and destabilized the whole Middle Eastern region. In addition, the United States failed invasion of Afghanistan also contributed to its malignity around the globe. Russia and China were emboldened by such US failures and challenged it economically, militarily, and ideologically. Leadership crises in the United States have also undermined its international standing. President-elect Donald Trump’s previous government damaged America’s reputation to a great extent. His decision to withdraw from the Paris Accord and his criticism of NATO also inculcated distrust among the country’s allies. The US also holds a reputation for betraying its allies after achieving its ambitions. Pakistan is one of the best examples of this. The United States had always had a transactional relationship with Islamabad. After achieving its regional ambitions, it has always imposed sanctions on the country. Therefore, the US allies have started thinking of it as an unreliable ally. President-elect Donald Trump’s re-election has once again inculcated frustration among the US allies. His stance on Ukraine has already been criticized by its allies. President-elect Donald Trump seeks an immediate and peaceful resolution of the Russia-Ukraine conflict. Recently, he called for an immediate ceasefire in Ukraine after meeting Ukrainian President Volodymyr Zelensky. He advocates a non-interventionist policy. Therefore, it is believed that the Russia-Ukraine conflict would come to an end after his final selection as the US President. Moreover, his presidency might also affect the unity of NATO, as he has always been critical of funding it. His “America First” approach also contributes to decreasing US influence and dominance over the world. President-elect Donald Trump’s crackdown against immigrants has also contributed to the United States’ isolation in the American region and beyond. In addition, Russia and China’s rise and BRICS expansion have also provided the middle powers and third-world countries a novel opportunity to form new alliances. The election of President-elect Donald Trump’s re-election, de-dollarization by BRICS, and the swift rise of Russia and China, along with other middle powers, all are contributing to the rapid decline of the US influence and dominance over the world.

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

The Trump Effect

by Krzysztof Śliwiński

Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Abstract This analysis focuses on possible short and medium-term effects of Trump’s election as the 47th President of the United States. This paper starts with a brief account of Trump’s first presidency and then continues to account for major challenges that Trump’s administration will have to face domestically,The central part of the analysis focuses on the geopolitical consequences of Trump’s election. In particular, the author looks at Europe (the ongoing war in Ukraine): Middle East and Far East – especially China.The paper concludes with the author's conviction that the next few years will bring decisive changes likely to usher in the new world order.Keywords: Trump, US, Europe, Security, Geopolitics Introduction Donald Trump's election as the 45th President of the United States in 2017 had significant and far-reaching effects on world politics, marking a departure from previous administrations' approaches to foreign policy and international relations. Trump's presidency shifted from globalization to isolationism, protectionism, and nationalism (Kawashima, 2017). His "America First" strategy emphasized unilateral action and challenged the liberal international order the United States had led and protected since World War II (Mansbach, 2021). This approach has strained relationships with traditional allies, particularly in Europe, while simultaneously raising authoritarian leaders (Mansbach, 2021). Interestingly, Trump's election immediately negatively impacted trust in the U.S. government in Latin America, as demonstrated by a regression discontinuity design study (Carreras et al., 2021). Additionally, his controversial policies, such as the trade war with China, have had significant impacts on the global economy (Sahide et al., 2024). The Trump administration's foreign policy towards the Islamic World was notably less friendly compared to the Obama era, causing tensions in US-Islamic World relations (Bahari & Sahide, 2022). There seems to be a consensus that Trump's presidency accelerated societal processes, undermined democratic institutions, and encouraged hyperpartisanship within political institutions (James, 2021). While he did not always succeed in implementing major policy changes or fulfilling campaign promises, his leadership style and policy decisions significantly altered the global perception of the United States and its role in world politics, creating what some scholars describe as " a more dangerous world" (Mansbach, 2021).  Admittedly, Trump does not seem to be exceptionally hawkish when it comes to using military tools in the conduct of U.S. foreign policy. Let us remember that Barak Obama (Democratic Party), who was awarded the Nobel Peace Prize, ordered airstrikes in seven different countries (Afghanistan, Pakistan, Libya, Yemen, Somalia, Iraq and Syria) (Liptak, 2014). During first Trump’s presidency, no new campaigns were started, although the intensification of the existing ones allegedly increased. Ultimately, it was Trump who was mainly behind the withdrawal of the U.S. troops from Afghanistan. Trump 2.0 November 2024 Presidential elections brought sweeping changes to the American political kaleidoscope. Donald Trump took a decisive victory over the Democratic candidate, Vice-President Kamala Harris, securing 312 electoral votes (with 270 being a victory threshold). Republicans also won the Senate with 52 seats against 47 and the House with 218 seats against 212. (Election Centre 2024).  This is arguably one of the most important political events in the world in 2024. Already Trump’s declarations regarding the first decisions to be taken once sworn in office on the 20th of January next year, plus his appointments for top offices in the U.S. administration, have caused a furore – a phenomenon referred to by many as the so-called ‘Trump Effect’. As much as political scientists, cognitive anthropologists or psychologists usually use this term to refer to racially inflammatory Elite Communication (Newman et al., 2020), this short analysis will look at the tectonic shifts in international relations, international security system and geopolitics that have already happened or are likely to occur after the 20th of January 2025. U.S. – politics Undoubtedly, the U.S. economy, society, and political system are in deep crisis. Economically, the Americans have been doing worse than ever since the Second World War. Inflation is rampant; economic inequality is very high; unemployment is on the rise; the state of infrastructure is relatively poor, and the level of public services is far from desirable, whereas taxation is reaching new heights amidst a slowing economy and diminishing number of small and medium enterprises (USA FACTS). Societywise, the problems are equally severe. According to Pew Research, the top issues facing the U.S. in this category are in the order of importance from top to bottom: the affordability of healthcare, drug addiction, illegal immigration, gun violence, violent crime, the state of moral values, the quality of public k-12 schools, Climate change, international terrorism, infrastructure condition, domestic terrorism and racism (Pew Research Centre, 2024). One should also add here the rising “wokeness’ of the American educational system, which poses a great challenge to the cohesion of the society and its future in terms of military power.  Politically, the picture is not better. According to the same research institution (Pew), the biggest problems that the U.S. political system faces are: political leaders do not face the consequences if they act unethically, it is difficult to find unbiased information about what is happening in politics, Congress accomplishes less than people give it credit for, the Federal Government does less for ordinary Americans than people give it credit for. Other problems include the role of special interest groups and lobbyists in policymaking, the cost of political campaigns and the animosity between the Republicans and the Democrats, which, in consequence, causes the inability of the political system to solve critical societal problems (Pew Research Centre, 2023). The first and foremost task ahead of Trump is to rectify problems at home. His Agenda47 (Republican Platform) declares 20 core promises: seal the border and stop the migrant invasion, carry out the largest deportation operation in american history, end inflation, and make america affordable again, make america the dominant energy producer in the world, by far, stop outsourcing, and turn the United States into a manufacturing superpower, large tax cuts for workers, and no tax on tips, defend the constitution, the bill of rights, and fundamental freedoms, including freedom of speech, freedom of religion, and the right to keep and bear arms, prevent world war three, restore peace in europe and in the middle east, and build a great iron dome missile defense shield over our entire country -- all made in america, end the weaponization of government against the american people, stop the migrant crime epidemic, demolish the foreign drug cartels, crush gang violence, and lock up violent offenders, rebuild cities, including washington dc, making them safe, clean, and beautiful again, strengthen and modernize the military, making it, without question, the strongest and most powerful in the world, keep the U.S. dollar as the world's reserve currency, fight for and protect social security and medicare with no cuts, including no changes to the retirement age, cancel the electric vehicle mandate and cut costly and burdensome regulations, cut federal funding for any school pushing critical race theory, radical gender ideology, and other inappropriate racial, sexual, or political content on children, keep men out of women's sports, deport pro-hamas radicals and make college campuses safe and patriotic again, secure our elections, including same day voting, voter identification, paper ballots, and proof of citizenship and lastly unite the country by bringing it to new and record levels of success (Agenda 47).  International Politics Internationally, Trump faces many challenges. His presidency will have to address three primary regions defined geographically: Europe, the Middle East and the Far East. - Europe As far as Europe is concerned, the most pressing issue is the war in Ukraine. During his campaign, Trump repeatedly declared that his administration's support for the continuation of the U.S. support for the war effort against Russia would be terminated during the first 24 hours of his presidency (Hansler, 2024). As a consequence, shortly after Trump’s winning the White House race, the outgoing administration under POTUS Joe Biden finally allowed the Ukrainians to attack Russian territory with American long-range ballistic missiles (ATACMS), which allegedly came in as a response to the North Korean decision to send its troops to support Russian soldiers against Ukraine (Entous, Schmitt and Barnes, 2024). Next, in counter-response, President Putin of the Russian Federation signed a new nuclear Doctrine into power. Chillingly, it declares that Russia may use its nuclear weapons against any nuclear state, even in case of a conventional attack (Associated Press, 2024). As of the beginning of December 2024, the media are full of reports of an alleged concentration of Russian troops near the Ukrainian border, fueling speculation about an imminent mass invasion, this time with cities such as Kyiv being targeted in a conventional terrain operation (Bodner, De Luce and Smith, 2024).  One can only speculate what all this means and how far we are from the outbreak of the III World War (Sky News, 2024). Some things are, however, more or less evident. Firstly, the current escalation of war in Ukraine is likely a direct effect of Trump's winning and his declaration to end the war as soon as possible. The more the Russian troops advance in the field, the higher they can bid once the peace talks begin. Similarly, the more complex the situation in the field (Biden’s decision regarding the use of ATACMS), the more challenging it will be for Trump and his administration to achieve peace. Knowing the radically different approach to conflict with Russia of President Trump, the outgoing administration and national security advisors most likely wanted to achieve militarily as much as possible before they were ousted from their jobs. Secondly, Trump declared on numerous occasions that if European members of NATO want to continue their support for Ukraine, they should take the whole responsibility. He singled Germany, France, and Poland out. Poland, for that matter, enthusiastically agreed to carry on the baton and declared that it was ready to bear the heavy burden. In the words of Deputy Foreign Minister Andrzej Szejna, when participating in a radio broadcast, “We [Poland] are ready to take over the large part of the costs of supporting Ukraine” (Nczas Info, 2024). At the same time on the 3rd of December, the new Secretary General of NATO – Mark Rutte, during his meeting with the U.S. Secretary of State Antony Blinken, openly declared: “The immediate priority must be to provide more arms to the country's forces as Russia gains territory along the battlefront in eastern Ukraine.The [Ukrainian] front is not moving eastwards. It is slowly moving westwards. So, we have to make sure that Ukraine gets into a position of strength, and then it should be for the Ukrainian government to decide on the next steps in terms of opening peace talks and how to conduct them." (VoA, 2024). To sum up, it looks like the current escalation, according to theoretical models such as those proposed by Herman Kahn in 1965 – a Cold War physicist - we are at stage 12 of 44 steps on the escalation ladder. As comforting as one might think it is, let us remember that according to Kahn’s theory, a local nuclear war takes place as early as at step 21 (Tinline, 2023). As history has proved many times, it is difficult, if impossible, to wage a systemic war on two fronts at the same time. Given the economic and military challenges perceived by Trump during his first tenure as U.S. President (See: A New National Security Strategy for a New Era, 2017), China is the challenger number one for the position of the United States in the international system and especially in the Indo-Pacific region. Accordingly, China wants to reorder the area in its favour. Would it be too much of a stretch of the imagination to claim that most likely, given the context above, Trump will probably arrange for peaceful talks with Russia over Ukrainian political and military leadership heads’? What will he want? Probably Russia’s neutrality in the face of the coming escalation of the conflict between the U.S. and China. What can he offer? Probably a big part of Ukrainian territory and the amendment to the Ukrainian constitution, according to which the country should forever be neutral militarily and politically. At the same time, the American withdrawal from Europe will most probably create a void that is most likely to be filled by Germans. The vision of the current German cabinet was elaborated on August 24, 2022, by Chancellor Olaf Scholz at Charles University in Prague. It paints a broad picture of the future of the EU at the beginning of the 3rd decade of the 21st century against the backdrop of the Russian invasion of Ukraine. Among the four ‘revolutionary’ ideas mentioned by Scholz, two stand out in particular. Firstly, given the further enlargement of the European Union for up to 36 states, a transition is urged to majority voting in Common Foreign and Security Policy. Secondly, regarding European sovereignty, the German Chancellor asserts that Europeans grow more autonomous in all fields, assume greater responsibility for their security, work more closely together, and stand yet more united to defend their values and interests worldwide. In practical terms, Scholz indicates the need for one command and control structure for European defence efforts (The Federal Government, 2022).  The leadership is not always openly claimed, at least verbally. Instead, the German National Security Strategy of 2023 mentions Germany's ‘special responsibility’ for peace, security, prosperity, and stability and the Federal Government’s ‘special responsibility’ for establishing the EU Rapid Deployment Capacity. (German National Security Strategy, 2023). In the same vein, German leadership posits their country as a leader in European Security, declaring the importance of becoming the ‘best equipped armed force’ in Europe (Euronews, 2022). Let us also remember that Berlin vigorously supported the latest proposal for a European army, which presumably might serve as a vehicle for further European integration towards the federalization of Europe.  At the same time, the prospect of federalization will face two major challenges: firstly, the future of transatlantic relations is less than certain, especially the economic competition between the EU and the U.S. European Commission President Ursula Von Der Leyen signalled the possibility of an economic war with the U.S. as a response to Trump declared protectionism of the American economy (Berg, Meyers, 2024). Secondly, the EU is highly inefficient in energy, so the question of future energy security becomes a priority. The ongoing conflict between Ukraine and Russia and the redirection of Russian gas to China will profoundly affect the future of European economic development amid the so-called ‘Fit-for-55’ -  a set of proposals to revise and update EU legislation to achieve a target of reducing net greenhouse gas emissions by at least 55% by 2030 (Fit for 55, 2024). - Middle East As of the writing of this paper, one sees the escalation of the war in Syria. According to the United Nations Office for the Coordination of Humanitarian Affairs (OCHA), “ongoing hostilities in northern Syria continue to expand to other parts of the country, endangering civilians and humanitarian workers, causing severe damage to critical infrastructure and disrupting humanitarian operations. As of 5 December, at least 178,000 people have been displaced due to the recent escalations in northern Syria, including 128,000 newly displaced and 39,000 displaced at least twice. Figures are still being reconciled, noting that UNHR and NGOs operating in the northeastern part of Syria estimate that between 60,000 and 80,000 people have been newly displaced there, including more than 25,000 currently hosted in collective centers”. (OCHA, 2024). According to international media (CBC News, 2024): ”Syria's long-running civil war came to a head Sunday when opposition forces entered the capital city of Damascus and the government of President Bashar al-Assad collapsed. Russian state media later reported that Assad and his family had fled to Moscow. Crowds gathered in Damascus to celebrate the fall of Assad's government with chants, prayers and occasional gunfire, marking the end of a regime that, between the ousted President and his father, had ruled over Syria for half of a century.” […] "At long last, the Assad regime has fallen," President Biden said Sunday afternoon at the White House after convening his national security team to discuss the developments. He said the fall of Assad presented a "historic moment of opportunity" and pledged support for Syria and its neighbours against any threats” (Ott, 2024). Syria seems to be just another litmus test of the so-called regional security complex in the Middle East. As such, the war in Syria is obviously but a puzzle in a much bigger jigsaw that includes all major powers that operate in the region: the U.S.A, Israel, Russia, Turkey and Iran to name the most obvious ones. All of the above are deeply engaged in Middle East politics for the sake of their national interests and international security strategies. All of the above deserve separate analyses. For the sake of this paper, however, the author will focus only on the U.S. According to Douglas Macgregor and Dave Ramaswamy, “The fear in many nations’ capitals is that President Donald Trump’s return to Washington might make Israel feel more confident in attacking Iran. According to Mike Evans, founder of the Friends of Zion Museum in Jerusalem, “There is no world leader Trump respects more than Netanyahu.”  The evangelical leader also confides that President Trump would support an Israeli attack before his inauguration on the assumption that the destruction of Iran’s oil production facilities would devastate Iran’s economy, inducing Iran to end the war with Israel before President Trump assumes his office. This thinking by no means excludes an Israeli decision to strike Iran’s nuclear development sites as well.” (Macgregor & Ramaswamy, 2024). In their article, they state that “If America joins Israel in its war against Iran, the outcome will be a geopolitical showdown that could dramatically alter the world as we know it. It is the storm of the 21st century and, for the moment, the American ship of state is sailing right into it. “ They consequently pose four fundamental questions:  1. What is the American purpose in waging war against Iran? Is Washington’s purpose to destroy the Iranian state? To destroy its capability to wage war against Israel? To eliminate Iran’s developing nuclear capability? Or to decapitate the Iranian state in the hope that the Iranian people will overthrow their national government? 2. How will U.S. military power achieve the objectives? 3. What is the desired end state? What does the President want Iran and the region that surrounds it to look like when the fighting ends? 4. What is the strategic cost to the American people if Washington declines to participate in a regional war begun by Israel?  They conclude by asking yet another, perhaps the most crucial question: what do Netanyahu’s goals mean for the health of the American economy and the stability of the international system? Can Israel survive without attacking its numerous enemies?  The next couple of months are likely to bring at least some answers to some of these questions. Importantly, expert voices concerning the future of Israel seem to be abounding more and more (Teller, 2024). - China and the Far East Finally, there is a question of China. As mentioned before, Trump sees China as a major challenger to the role and position of the U.S. in the international system. The Republicans and the Democrats may be divided by numerous issues, but there is at least one regarding which they stay united. The true bipartisanship revolves around the Chinese challenge. Both parties, therefore, claim that the possibility of a systemic conflict with China is not a science fiction scenario. On November 20, 2024, a bipartisan group of lawmakers in the U.S. Congress heard that the U.S. had to prepare for a potential conflict with China by raising its defence spending to more than 3 per cent of GDP. (South China Morning Post, 2024). The recommendation came during an interactive exercise for members of the House Select Committee on China, based on a scenario predicted for 2026 and hosted by Washington-based think tank the Centre for Strategic and International Studies (CSIS). The report titled: The First Battle of the Next War Wargaming a Chinese Invasion of Taiwan, authored by Mark F. Cancian, Matthew Cancian and Eric Heginbotham opens with a chilling question: “What would happen if China attempted an amphibious invasion of Taiwan? CSIS developed a wargame for a Chinese amphibious invasion of Taiwan and ran it 24 times. In most scenarios, the United States/Taiwan/Japan defeated a conventional amphibious invasion by China and maintained an autonomous Taiwan. However, this defence came at a high cost. The United States and its allies lost dozens of ships, hundreds of aircraft, and tens of thousands of service members. Taiwan saw its economy devastated. Further, the high losses damaged the U.S. global position for many years. China also lost heavily, and failure to occupy Taiwan might destabilize Chinese Communist Party rule. Victory is, therefore, not enough. The United States needs to strengthen deterrence immediately.” (The First Battle of the Next War, 2023). They go on to claim that: “China’s leaders have become increasingly strident about unifying Taiwan with the People’s Republic of China (PRC).1 Senior U.S. officials and civilian experts alike have expressed concern about Chinese intentions and the possibility of conflict. Although Chinese plans are unclear, a military invasion is not out of the question and would constitute China’s most dangerous solution to its “Taiwan problem”; it has therefore justly become a focus of U.S. national security discourse.” China has grown increasingly assertive over the last decades and sees no reason to continue accepting a dominated world that facilitates the benefits of Western powers, especially the U.S.A. At a recent G20 summit in Rio de Janeiro in Brazil (November 2024), the President of China openly called for a multipolar world (Xinhua, 2024). In his words: “China and Brazil stay committed to peace, development, fairness and justice. We have similar or identical views on many international and regional issues. Both are staunch defenders of the basic norms of international relations and multilateralism, coordinating closely and consistently within the United Nations, G20, BRICS and other international organizations and multilateral mechanisms on crucial issues, including global governance and climate change. Not long ago, China and Brazil jointly issued a six-point common understanding on political settlement of the Ukraine crisis. Our initiative has received a positive response from the international community. China and Brazil, embracing our roles and responsibilities as major countries, have contributed to a multipolar world, conduced to greater democracy in international relations and injected positive energy into global peace and stability.” (Xinhua, 2024 b).  Conclusion Taiwan has long been a global security issue and a point of concern on the geopolitical maps of the national security planners of great powers. It is not the only one, though. The war between the Koreas is formally not over (recently, North Korea allegedly sent soldiers to back Russia in its Special Military Operation in Ukraine); the American military presence in the Far East and South East Asia is likely to remain an issue, especially from the point of view of Beijing. Central Asia, with its geopolitical environment, religious activism and economic challenges, is likely to rise in importance as a chessboard for great powers. As the weight and focus of International Relations is relocating back to Asia (Euroasia rather than the North Atlantic Area), China and Russia are more likely to hold the keys to international peace and security than the United States. On top of that, one needs to look out for North Africa as a source of continuing instability and massive migration, especially to Europe. All in all, Trump’s next presidency will surely bring a lot of interesting developments, which are likely to fuel a new world order.  References - A New National Security Strategy for a New Era, 2017. NSS_BookLayout_FIN_121917.indd - Agenda 47. https://www.donaldjtrump.com/platform - Associated Press, Nov. 8, 2024. “The Kremlin has revised its nuclear policy. Does that make the use of atomic weapons more likely?” https://apnews.com/article/russia-nuclear-doctrine-putin-ukraine-war-b5ee115aa2099fa247f630e16da861d8- Bahari, Diana Mutiara, and Ahmad Sahide. 2022. “The Comparison of The United States Foreign Policy Against The Islamic World Under President Barack Obama and President Donald Trump Administration.” Journal of Islamic World and Politics 6 (2): 270–97. https://doi.org/10.18196/jiwp.v6i2.13060. - Berg, Aslak and Meyers, Zach. Oct. 3, 2024. “Surviving Trump 2.0: What does the US election mean for Europe's economy?” https://www.cer.eu/publications/archive/policy-brief/2024/surviving-trump-20-what-does-us-election-mean-europes-economy - Bodner, Matthew, Luce, Dan De and Smith, Alexander. Dec. 2, 2024. “Russian troops mass on Ukraine's border. West worries this isn't like the last time.” https://www.nbcnews.com/news/world/russian-troops-mass-ukraines-border-west-worries-isnt-last-time-rcna7203 - Carreras, Miguel, Giancarlo Visconti, and Igor Acácio. 2021. “The Trump Election and Attitudes toward the United States in Latin America.” Public Opinion Quarterly 85 (4): 1092–1102. https://doi.org/10.1093/poq/nfab055. - Election Centre 2024, CNN Politics. https://edition.cnn.com/election/2024 - Entous, Adam, Schmitt, Eric and Barnes, Julian E. Nov. 17, 2024. “Biden Allows Ukraine to Strike Russia With Long-Range U.S. Missiles.” https://www.nytimes.com/2024/11/17/us/politics/biden-ukraine-russia-atacms-missiles.html- Fit for 55, European Council. Council of the European Union. European Green Deal. Accessed March 8, 2023. https://www.consilium.europa.eu/en/policies/green-deal/fit-for-55-the-eu-plan-for-a-green-transition/ - Germany must become 'the best equipped armed force in Europe', Scholz says. Euronews, September 16, 2022. Accessed March 8, 2023. https://www.euronews.com/my-europe/2022/09/16/germany-must-become-the-best-equipped-armed-force-in-europe-scholz-says- Hansler, Jennifer. Nov. 6, 2024. “Trump’s victory could mean US withdraws support for Ukraine in war with Russia.” https://edition.cnn.com/2024/11/06/politics/trump-election-ukraine-war-russia-intl/index.html- James, Toby S. 2021. “The Effects of Donald Trump.” Policy Studies 42 (5–6): 755–69. https://doi.org/10.1080/01442872.2021.1980114. - Kawashima, Shin. 2017. "Japan–US-China Relations during the Trump Administration and the Outlook for East Asia." Asia-Pacific Review 24 (1): 23–36. https://doi.org/10.1080/13439006.2017.1328800. - Liptak, James. Sept. 23, 2014. “Countries bombed by the U.S. under the Obama administration.” CNN Politics. https://edition.cnn.com/2014/09/23/politics/countries-obama-bombed/index.html - Macgregor, Douglas & Ramaswamy, Dave, Nov. 19, 2024. “Trump and the Storm of the Century. The U.S. is sleepwalking into disaster in the Middle East.” The American Conservative. https://www.theamericanconservative.com/trump-and-the-storm-of-the-century/ - Mansbach, Richard W. 2021. "America’s Foreign Policy under Donald Trump.” In, 201–34. oxford university. https://doi.org/10.1093/oso/9780197618721.003.0010. - National Security Strategy. Robust. Resilient. Sustainable. Integrated Security for Germany (2023). Federal Foreign Office, Werderscher Markt 1, 10117 Berlin. - Nczas Info. Nov. 12, 2024. “Szokujące słowa wiceszefa MSZ. Oddamy jeszcze więcej Ukrainie? „Jesteśmy gotowi przejąć dużą część kosztów” [VIDEO]”. https://nczas.info/2024/11/12/szokujace-slowa-wiceszefa-msz-oddamy-jeszcze-wiecej-ukrainie-jestesmy-gotowi-przejac-duza-czesc-kosztow-video/ - Newman, Benjamin, Jennifer L. Merolla, Sono Shah, Danielle Casarez Lemi, Loren Collingwood, and S. Karthick Ramakrishnan. “The Trump Effect: An Experimental Investigation of the Emboldening Effect of Racially Inflammatory Elite Communication.” British Journal of Political Science 51, no. 3 (2021): 1138–59. https://doi.org/10.1017/S0007123419000590. - OCHA, Dec. 5, 2024. “The Whole of Syria Flash Update No. 2 - Recent Developments in Syria (As of 5 December 2024)”. https://www.unocha.org/publications/report/syrian-arab-republic/whole-syria-flash-update-no-2-recent-developments-syria-5-december-2024 - Ott, H, Dec. 9, 2024. “What to know after Syrian rebels force Bashar al-Assad from power in a rekindled civil war”. CBC News. https://www.cbsnews.com/news/syria-war-assad-ousted-what-to-know/ - Pew Research Centre, The biggest problems and greatest strengths of the U.S. political system. Sept. 19, 2023. https://www.pewresearch.org/politics/2023/09/19/the-biggest-problems-and-greatest-strengths-of-the-u-s-political-system/ - Pew Research Centre, Top Problems Facing the U.S., May 23, 2024. https://www.pewresearch.org/politics/2024/05/23/top-problems-facing-the-u-s/ - Sahide, Ahmad, Misran Misran, and Ali Maksum. 2024. “Indonesian Media Framing against Trump in the 2020 Presidential Election.” Multidisciplinary Reviews 7 (5): 2024097. https://doi.org/10.31893/multirev.2024097. - Sky News. April 16, 2024. “Are we heading for World War Three? Experts give their verdicts.” https://news.sky.com/story/are-we-heading-for-world-war-three-experts-give-their-verdicts-13116540 - South China Morning Post, Nov. 21, 2024. “China war scenario calls for US boost in defence spending to more than 3% of GDP. China’s projected military industrial base cannot be matched without increased spending, lawmakers hear”. https://www.scmp.com/news/china/diplomacy/article/3287467/china-war-scenario-calls-us-boost-defence-spending-more-3-gdp?module=top_story&pgtype=homepage- Teller, Neville, June 28, 2024. “'The End of Israel': Building a case against Netanyahu – review. The End of Israel is undeniably thought-provoking and, in a world where exchanges of differing views is being increasingly inhibited, to be welcomed.” The Jerusalem Post. https://www.jpost.com/israel-news/article-808080- The Federal Government (2022) Speech By Federal Chancellor Olaf Scholz at The Charles University In Prague On Monday, August 29 2022. Available at: https://www.bundesregierung.de/breg-en/news/scholz-speech-prague-charles-university-2080752 - The First Battle of the Next War, Jan. 2023. A Report of the CSIS International Security Program. Centre for Strategic and International Studies. https://csis-website-prod.s3.amazonaws.com/s3fs-public/publication/230109_Cancian_FirstBattle_NextWar.pdf?WdEUwJYWIySMPIr3ivhFolxC_gZQuSOQ- Tinline, Phil. July 19, 2023. “Imagining Armageddon: the mad and dangerous ideas of Herman Kahn”. https://www.prospectmagazine.co.uk/politics/policy/defence-news/62117/imagining-armageddon-herman-kahn-nuclear-ladder- USA FACTS, How is the U.S. economy doing? https://usafacts.org/state-of-the-union/economy/ - VoA, Dec. 3, 2024. „West pushes for more Ukraine military aid, not NATO membership”. https://www.voanews.com/a/ukraine-support-in-focus-as-nato-foreign-ministers-meet/7885166.html - Xinhua, Nov. 18, 2024 b. “Full Text of Chinese President's signed article in Brazilian media”. https://www.chinadailyhk.com/hk/article/597977#Full-Text-of-Chinese-president's-signed-article-in-Brazilian-media--2024-11-18 - Xinhua, Nov. 19, 2024. “G20 Summit: Xi calls for multipolar world, inclusive globalization”. https://www.chinadailyhk.com/hk/newsletter/top_headlines/article/581033

Defense & Security
Washington DC USA - November 26, 2024 - President Biden announces a ceasefire between Israel and Hezbollah during an address from the Rose Garden.

Ukraine, Turkey, Syria and Biden’s greatest legacy: War

by Ricardo Nuno Costa

Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Biden has treacherously shown what his real legacy is: bringing back perpetual wars, creating chaos through bribery and corruption, financing coups, unfreezing dormant conflicts and playing one against the other. Within two weeks of the election of Donald Trump, outgoing US President Joe Biden took an extremely disruptive step in international relations, pushing the conflict in Ukraine to a much more dangerous level by authorising Kiev to use American long-range missiles against Russian territory, a rogue move certainly intended to hinder the détente his successor had announced.As if that weren’t enough, a week later, Turkey (the largest NATO army in Europe) launched an offensive in neighbouring Syria through intermediaries led by HTS*, the former Al-Nusra Front*, effectively tearing up the Astana agreements with Moscow and Tehran on its role in Syria. Towards the end of the Biden administration, two major escalations took place in the two largest military conflicts taking place today, in Ukraine and the Middle East, both geographically separated by Turkey, which has now entered the scene. At whose behest? It would be naive to think that Erdoğan took the initiative to stage the invasion of Syria without the support, or at least the acquiescence, of the Americans, the British, the Israelis and the Europeans. Organising, training and arming tens of thousands of men on Syrian territory under his authority or in Turkey itself is an operation that requires logistical and intelligence coordination between various state and non-state entities. Anatolia is the Eurasian axis par excellence, where three tectonic plates meet (the Eurasian, the African and the Arabian). Geographically, Turkey has always been an asset to NATO, particularly in the Caucasus and Central Asia. This is where the natural spaces of Turkish projection and influence collide with those of Russia. For decades, NATO has tolerated Turkey’s neo-imperial ambitions, especially during the Erdoğan era, even if they have historically been anti-Western. This is a strategic asset that the Atlanticists are saving for the right moment. In reality, Turkish nationalism has been expressed in these regions since the early 1980s, and in the 1990s, with the vacuum left by the post-Soviet chaos, its influence spread and the Turan project was revived, which is now very visible in the form of the Organisation of Turkic States. But Turanism isn’t Ankara’s only asset. On the one hand, the Turkish diaspora in Europe, on the other hand the Islamic charity and educational network that Turkey manoeuvres in Africa, and on the other hand the military expansion with several bases in a good dozen countries in Europe, Africa, the Caucasus and the Middle East, shape Turkey’s aspirations to project power in the world. The crossroads of the Levant The reactivation of the Syrian civil war, or even the dismemberment of the country, is full of contradictions, unlikely alliances and unclear objectives, but also the hidden but known interests of a number of external actors who have been trying to take over the country since 2011. It serves Israel well, after more than 40 years of occupation of the Golan Heights, which are legally Syrian. Tel Aviv could extend its dominance in the area in the face of a Syria that is likely to be dysfunctional and without an army. Netanyahu’s regional escalation is also his way out of the mess he got himself into over a year ago in Gaza and Lebanon, while he waits for the new US administration, full of Zionists in foreign policy positions. Coincidentally or not, the hordes of jihadists took over Syria the day after the ceasefire between Israel and Hezbollah was announced. It should come as no surprise that behind this episode lies a tacit pact between Ankara and Tel Aviv to eliminate Iranian influence from the region. The US role is more nebulous. Officially, it didn’t make a statement until the final fall of Assad. But it’s also a role that doesn’t need clarity because it’s the only power that has allowed itself to occupy Syria since 2014, especially with clandestine military bases in the centre-south and east of the country, justifying this blatant international illegality with the flimsy excuse of being able to “fight ISIS*”. In reality, the US is ensuring a strategic military presence with an eye on Iran and Russia, which will certainly be formalised with the next phase in Syria. In addition, Washington has several major players on the ground, such as the Kurds of the SDF, who control the north, and the Free Syrian Army, which confronts them. On the other hand, the leader of the HTS, Abu Muhammad al-Julani, who now controls most of the territory, spent five years in US prisons in Iraq (including the notorious Abu Ghraib). Al-Julani will surely be the most important and valuable asset for American interests in this proxy war. But what have the Western powers given Erdoğan to make him take the initiative to conquer Syria? What is the bargaining chip? Is the new Syrian government willing to give up the Russian base in Tartus, or is its removal one of NATO’s conditions for Erdoğan? What about Palestine and the genocide in Gaza? Will Lebanon follow the possible fragmentation of Syria? Who will form the new government, and what will be its vision for the future? Will there be an energy agreement between Ankara, Baku and Brussels? What will happen to trade, energy and infrastructure relations between Turkey and Russia? Will Turkey still be a candidate for the BRICS? Many big questions have been asked. Syria and Ukraine, the same conflict The most worrying aspect of the current scenario is that the two ongoing conflicts, surrounded by volatile regions, are moving closer together. The HTS, brought to Syria by Ankara, has been in Ukraine learning new combat tactics and night attacks from Kiev troops using advanced drones supplied by Qatar. Unlike the Emirates and Saudi Arabia, Qatar has never sympathised with the Assad government after it took over Aleppo. Among the members of the Arab League, Qatar, an ally of Turkey (which has a naval base in Doha), is the only Arab country that has consistently sided with the Syrian Salafist opposition since 2011. After Erdoğan’s move, Russia will not be able to accept a freeze in military activity on its borders, lest it see the enemy rearm. It is therefore impossible to expect a ‘Minsk 3’ for the Trump era. In any case, an understanding between Russia and the US is necessary. After such a dark four years of the Biden administration, which brought war again to Europe and the Middle East, there is certainly hope for better relations between the world’s two largest military powers. An escalation of the conflict in Ukraine is unthinkable. More immigration for a Europe in recession For Europe, the current situation in Syria is terrible because it opens up new prospects for hundreds of thousands more refugees, depending on how the situation in Syria develops. Assad’s Syria was a dictatorship, just like Gaddafi’s Libya, but it provided a stability that is no longer guaranteed. The ‘melting pot’ that Europe’s major cities have become after 20 years of perpetual US wars in Afghanistan, Iraq and Syria also has the potential to bring the inter-community and interethnic problems of the Middle East onto European soil at a time of recession, as is the case in Germany. With this move, Turkey has opened the game and shown that it wants to compete with Russia for its sphere of influence. Erdoğan has taken on the destabilising role his external superiors have assigned him. Erdoğan’s alignment with Western designs in Syria opens a rift in relations with Moscow and should be seen as a declaration of intention. War on multipolarism The Syrian war, which has all the makings of a protracted affair, is also a far-reaching move against the BRICS, since Turkey was one of the main candidates for membership of the organisation. The control of this strategic region, which is increasingly in the domain of the Silk Roads and the BRICS, is now entering a period of predictable instability. Indeed, the very strange Hamas attack in October 2023 took place in the middle of the new members of the group (Egypt, Ethiopia, the UAE, Saudi Arabia and Iran), and launched a war on the region along the lines of the ‘creative destruction’ advocated by the neoconservative think tanks. Just when everything was getting ready for a new US administration that seemed at least minimally pragmatic and willing to engage in dialogue and put an end to the Ukrainian conflict, and to the joy that for the first time in three years a Western statesman was uttering the word ‘peace’, Biden has treacherously shown what his real legacy is: bringing back the eternal wars, creating chaos through bribery and corruption, financing coups d’état, unfreezing dormant conflicts and playing one against the other. An old practice of those who can’t compete with economics, trade and diplomacy and think they can with wars. *- banned in the Russian Federation

Defense & Security
صورة حديثة.jpg

Abu Mohammed al-Golani may become the face of post-Assad Syria – but who is he and why does he have $10M US bounty on his head?

by Sara Harmouch

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

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

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

by Asher Kaufman, University of Notre Dame

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

Energy & Economics
Middle East Conflict. Conceptual photo

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

by Ahmet Kaya

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