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Defense & Security
Hand grabbing the island of Taiwan on a map

Forceful Taiwan Reunification: China’s Targeted Military and Civilian-Military Measures

by Suyash Desai

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском This piece was originally published on March 11, 2025, by the Asia Program at the Foreign Policy Research Institute (FPRI). View the original publication on the FPRI website.https://www.fpri.org/article/2025/03/forceful-taiwan-reunification-chinas-targeted-military-and-civilian-military-measures/ Bottom Line China is systematically preparing for a forceful reunification campaign by redesigning and intensifying military and civilian-military measures such as military mobilization, amphibious capabilities, standardization of operations, and resource stockpiling. The People’s Liberation Army’s expanded and improved military exercises around Taiwan since August 2022 have been shifting toward more coercive and multi-domain operations to assert control over the region. These systematic and incremental military and civilian-military measures might provide China with the tools to successfully conduct a potential forceful reunification with Taiwan in the near future. For nearly a century, the People’s Republic of China (PRC) and Taiwan have largely avoided direct military confrontations across the Taiwan Strait. However, there have been four notable exceptions: the Taiwan Strait crises of 1954–55, 1958, 1995–96, and most recently, 2022–23. In the first three instances, the status quo was primarily restored following the crisis. However, recent events suggest worrying trends highlighting that Beijing is preparing for a forceful reunification with Taiwan. Chinese Communist Party (CCP) General Secretary Xi Jinping has already made reunification with Taiwan a part of his signature China Dream, announced during the 19th Party Congress meeting in 2017. However, this was not the first time Taiwan was featured prominently in speeches by top Chinese leaders. As political scientist Ketian Zhang highlights in her book China’s Gambit: The Calculus of Coercion, annexing Taiwan is considered a core interest of China, with official references to its significance appearing regularly since 2003. The most recent instance was Xi Jinping’s New Year’s speech on December 31, 2024, where he declared, “No one can stop the historical trend of reunification of the motherland” (誰也不能充實祖國統一的歷史大勢). But beyond rhetoric and political posturing, the Chinese People’s Liberation Army (PLA) has taken concrete measures over the past decade to advance Beijing’s reunification agenda. Since the COVID-19 pandemic, these measures have intensified, reinforcing China’s willingness to use force. This article highlights the PLA’s systematic and incremental military and civilian-military measures—capabilities that might provide China with the tools to successfully conduct a potential forceful reunification with Taiwan in the near future. These measures include changing the institutions and patterns of PLA mobilization, constructing and using civilian infrastructure in military exercises, and establishing a new status quo through increasingly coercive military exercises around Taiwan. They also include standardization of the PLA for greater efficiency, effectiveness, combat readiness, stockpiling resources, and re-enlisting veterans with specific skills. This article builds upon Oriana Skylar Mastro’s arguments in her piece “The Taiwan Temptation,” which contends that China’s expanding military capabilities and rising nationalism could drive Beijing to contemplate using force for reunification with Taiwan. It identifies granular military details, especially post-2020, but it doesn’t venture into arguments about the timing of the reunification, potential diplomatic backlash, or economic costs of the invasion. Recent Military-Civilian Measures Since 2015, the PRC has undertaken significant organizational, legal, and structural reforms to enhance the National Defense Mobilization System (NDMS) (國防動員系統). As China scholar Devin Thorne highlights in his recent testimony to the US-China Economic and Security Review Commission, NDMS enables the PRC to harness its political, economic, technological, cultural, social, and other civilian resources from peacetime to wartime. This helps China to address a wide range of threats, such as escalations on its border, domestic instabilities, natural disasters, and other crises. It also bolsters China’s military logistics. As Thorne highlights, the key developments include the enactment of the National Defense Transportation Law in 2017, the introduction of updated auditing and surveying data on natural resources protocols in 2018 and 2021, the establishment of new NDMS offices beginning in December 2022, the creation of a new type of highly trained and professional local militia force since 2021, and the enhancement of cross-militia training initiatives starting in 2024. The PLA can mobilize private and civilian resources through the NDMS during national emergencies. It highlights China’s determination to prepare for potential contingencies, including escalation activities on its borders with India, the Taiwan Strait, and the South China Sea. Lessons from the Russian-Ukrainian War and the Israeli-Palestinian conflict have further shaped these efforts. Once operational, the NDMS would ultimately allow the PRC to mobilize society and harness civilian and military resources more systematically and institutionally in case of a potential forceful reunification attempt with Taiwan. However, mobilizing resources and force is insufficient, as China would need to reach the other side of the Taiwan Strait during a potential escalation. Some scholars dismiss the idea that the PLA remains incapable of conducting amphibious operations at the scale needed to take control of Taiwan. Amphibious operations (landing assault) are one of the five most important campaigns (alongside anti-landing, island blockade, border area counter-attack, and counter–air-raid campaigns) discussed at length in the PLA’s first written doctrine on joint operations, Joint Campaign Outline, as operational requirements to take over Taiwan by force. Taiwan has 169,000 active military personnel, backed by 1.66 million reservists. As career naval officer Harlan Ullman explains, using the traditional three-to-one ratio of attackers to defenders taught at war colleges, the PLA would need to mobilize at least 507,000 soldiers. By extension, to cross the 106-kilometer-wide Taiwan Strait to conduct landing operations, China would need thousands of ships—far more than the current PLA Navy capabilities of 234 operating warships. However, China has long been working to mobilize its civilian infrastructure to support its military campaign. For instance, the PRC has emphasized the construction of roll-on/roll-off (RO-RO) (滾裝船) ships, which can use their power to set up ramps on docks or beaches to transport vehicles. Each RO–RO ship is estimated to carry at least three hundred vehicles and about fifteen hundred passengers. Since establishing the “strategic projection support ship fleets” in China’s major ship-building companies in 2012, the PLA has actively cooperated with local shipping companies to improve maritime “strategic delivery” capabilities by prioritizing the production of RO-RO ferries. According to naval strategist J. Michael Dahm, in January 2023, China had around thirty-one RO-RO ferries in operation. However, the Center for Strategic and International Studies pointed out that the mainland shipyards would deliver up to two hundred RO-RO ships in the four years from 2023 to 2026. Furthermore, the PLA has used these ferries in military exercises in the Taiwan Strait since 2019. For instance, the first fifteen-thousand-ton ferry, Bang Chui Dao RO-RO ship (棒槌島滾裝船), participated in an amphibious assault exercise in 2019. Since then, the PLA has conducted such military exercises regularly. In July 2020, the PLA experimented with launching amphibious assault craft from civilian ferries toward the beach rather than port facilities, and it conducted day and night exercises off the coast of Guangdong Province. August 2021 was the first time the PLA used a ten-thousand-ton–class civilian ferry ship to land military exercises. Furthermore, in August 2022, after then-Speaker of the House Nancy Pelosi visited Taiwan, six of these RO-RO ships, which are operated by the Bo Hai Ferry Group Company (渤海輪渡集團公司) and are affiliated with the PLA Maritime Militia 8th Transport Brigade (海上民兵第8運輸旅), headed south toward Xiamen—the closest point to Taiwan. The RO-RO ferries were used more frequently in cross-transportation military exercises in July and September 2023. Furthermore, it was also discovered in January 2025 that China is building at least five landing barges at the Guangzhou shipyard with unusually long road bridges that extend from the bow of the ship, which makes them relevant to amphibious landing operations. Although these vessels and barges are extremely susceptible to attacks from Taiwanese F-16s, warships, and submarines, they would be supported by the PLA Navy, PLA Air Force, and PLA Rocket Force. The Changing Nature of Coercion and Military Exercises around Taiwan On September 17, 2020, the Taiwanese Ministry of National Defense published its first real-time military update, documenting PLA incursions into Taiwan’s de facto air defense identification zone (ADIZ). As meticulously recorded by Ben Lewis and Gerald C. Brown, by January 2025, there had been approximately eight thousand PLA violations of the ADIZ, including multiple crossings of the median line. Notably, Chinese warplanes crossed the median line in 2019 for the first time since 1999. However, Nancy Pelosi’s August 2022 visit to Taiwan provided the PLA with a pretext to escalate its activities, culminating in multiple advanced military exercises conducted around Taiwan from all sides. Since August 2022, the PLA has conducted five large-scale military exercises around Taiwan. Most of them coincided with significant political events. For instance, the first military exercise in August 2022 followed Pelosi’s visit. This was succeeded by the inaugural PLA Joint Sword exercises in April 2023, coinciding with former Taiwanese President Tsai Ing-wen’s visit to the United States and her meeting with then-Speaker of the US House of Representatives Kevin McCarthy. Subsequent exercises included Joint Sword A in May 2024 and Joint Sword B in October 2024. These exercises aligned with the inauguration of President Lai Ching-te’s tenure and his National Day speech. The most recent military exercises, conducted in December 2024, were held shortly after President Lai Ching-te’s travels through the United States. Notably, President Lai did not engage with any major US leaders during his transit. However, the recent exercises display the opportunistic Chinese behavior of leveraging situations to establish a new normal through increasingly coercive activities in the Taiwan Strait. The Joint Sword A and B exercises and the December 2024 drills are particularly significant for understanding the evolution of China’s coercion pattern and the difference between China’s military posturing and its intentions in the Taiwan Strait. While the Joint Sword A and B drills were declared in advance and focused on anti-intervention and amphibious assault near Taiwan, recent December 2024 exercises intended to perform blockade, strategic deterrence, and anti-interventionism exercises. The latest exercises occurred across expanded locations like Fujian, Zhejiang, and the Western Pacific. Significantly, the December 2024 exercise, for the first time, witnessed all three of the PLA’s sea-facing theater commands—North, East, and South—jointly participating in an operation in the eastern waters of China, a key demand by the leadership to achieve multi-domain joint operations capabilities. Notably, these instances reveal that the Chinese leadership is keenly aware of the PLA’s pre-existing weaknesses, like amphibious assaults and anti-intervention operations, and has been pushing the PLA to address this gap gradually. They also leveraged elements of strategic deterrence and surprise while adhering to steps toward joint combat operations, a prerequisite for a forceful reunification. Geographically, these exercises extended beyond the Taiwan Strait to cover broader areas, including Fujian, Zhejiang, Shanghai, and the Western Pacific, indicating a shift toward controlling key maritime zones in the First Island Chain. Thus, with active participation from all major PLA services and the three sea-facing theater commands, and indulgence in numerous aspects of warfare targeted toward the PLA’s primary strategic direction—Taiwan—these exercises signalled a more nuanced and multi-layered operational focus. Multiple Standardizations within the PLA Over the past seven years, particularly in the post-pandemic period, China has prioritized comprehensive standardization of procedures with the PLA and its auxiliary support systems—non-combat systems and components that support and sustain military operations. PLA leadership has issued numerous directives to achieve uniformity across various domains, such as the construction of barracks, military equipment procurement, and the establishment of standardized military training grounds. These efforts are extended to standardizing resource allocation, engineering procurement, equipment support, logistical operations, medical services, communication infrastructure, cybersecurity systems, and intelligence gathering and analysis mechanisms. These initiatives highlight China’s attempt to enable standardization within the PLA’s military operations to enhance its overall efficiency, effectiveness, and combat readiness. Streamlining key processes, including operational logistics, equipment maintenance, and strategic communication networks, would help the PLA to accelerate achieving capabilities to perform multi-domain integrated joint operations. Standardization facilitates interoperability across services, theaters, and arms, resulting in seamless coordination among ground, naval, air, space, and cyber units. Developing these capabilities is a prerequisite for conducting multi-domain integrated joint operations, a requirement for forceful Taiwan reunification. They are also indicative of the PLA’s steps toward achieving operational readiness. It is particularly relevant in regional and near-regional escalations, such as those in the South China Sea and the Western Pacific Ocean, which could be possibilities during the Taiwan reunification campaign. Resource Stockpiling Resource stockpiling is an important indicator of a nation’s preparedness for a potential conflict. It involves the systematic accumulation of critical materials, energy reserves, food supplies, and industrial inputs essential during wartime. Such activities are often undertaken to ensure self-sufficiency, mitigate vulnerabilities, and maintain resilience in the face of potential embargoes, trade disruptions, or blockades. Agricultural economist Gustavo F.C. Ferreira highlights in his testimony to the US-China Economy and Security Review Commission that China has been significantly increasing its energy resource reserves, particularly coal, crude oil, and natural gas. The country has built an extensive storage capacity for crude oil, estimated to exceed 1.8 billion barrels, including strategic petroleum reserves and underground storage facilities. Additionally, he points out that China’s coal production has ramped up aggressively, with approval of expansion projects equivalent to the European Union’s annual coal production in just one year. He notes that beyond energy resources, the stockpiling extends to other critical areas such as food (grains and protein sources), strategic metals (rare earth, copper, and lithium), and technological components (semiconductors). These measures are supported by state policies to reduce China’s reliance on global markets and ensure continued operation during a conflict or escalation. Similarly, there are reports about China’s record 105.03-million-metric-ton import of soybeans in 2024. This marks a 6.5 percent increase from 2023. This surge is possibly due to China’s efforts to prepare for a contingency, particularly in anticipation of intensified trade tensions with the United States. Researcher Zongyuan Zoe Liu’s work highlights China’s strategies to shield its economy from potential Western sanctions by drawing lessons from sanctions imposed on Russia. She notes China’s attempt to increase economic and technological self-sufficiencies by immunizing its economy against sanctions and building financial resilience against potential sanctions by the United States. Re-enlistment of Veterans Since 2017, the PLA has notified several enlistment orders for veterans with specific skill sets. A key focus has been the integration of veterans into civil-military roles. This is supported by policies to re-enlist them in specialized units adhering to Xi’s stated and revealed military goals for the PLA. For instance, in the case of Taiwan-focused operations, the PLA’s re-enlistment efforts focus on operational readiness by re-enlisting veterans skilled in amphibious operations, cyber warfare, and missile systems. Since 2022, there has been an emphasis on integrating these veterans into critical roles, such as reserve forces, militia coordination, and rapid mobilization units. Beyond these six measures, several other developments—China’s heavy investment in dual-use infrastructure such as ports and airfields on the east coast, development of amphibious and airborne military capabilities like the large Type 075 landing ships and Y-20 aircraft, investment in offensive intelligence and cyber capabilities, deployment of strategic missile systems like the DF-15 and DF-21, training of the maritime militia with the PLA and their expansion to support the armed forces whenever required, and the integration of real-time battlefield awareness via the BeiDou navigation system—are additional factors to conclusively determine the PLA’s intention and readiness for a potential reunification campaign with Taiwan. Conclusion It is a political decision to pursue the reunification campaign. Western scholars dismiss such arguments on the basis of the PLA’s perceived lack of military preparedness and the significant economic costs China would incur during and after a reunification attempt. However, as this essay highlights, China is keenly aware of these considerations and is taking proactive steps to limit the fallout, if not eliminate it. This essay doesn’t argue whether China would attempt a forceful unification campaign or the cost of its campaign. Instead, it argues that through a combination of military and civilian measures, an effort has been made to address the possible critical vulnerabilities in military and economic sectors. The question remains about the PLA’s ability to execute and sustain complex cross-strait operations, especially after targeted military purges in 2023 and 2024. Every measure mentioned here can be seen in isolation and not as a part of a complex puzzle that indicates that the PLA is preparing to invade Taiwan. However, these measures involve systemic integration with military logistics, enabling rapid deployment and sustainability when required. A steady accumulation of capabilities indicates deliberate preparation for eventualities that may align with China’s political-military objectives across the Taiwan Strait.

Defense & Security
Berlin, Germany - December 8, 2017: Detail of Reichstag building and German and EU Flags in Berlin, capital of Germany

Germany - the EU's challenging leadership in challenging times

by Krzysztof Sliwinski

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Abstract This paper departs from an assumption derived from Liberal Intergovernmentalism theory: Germany is a de facto leader of European integration processes and the European Union as an institution.The first part of the analysis explores priorities and their corresponding challenges for the new German CDU-led cabinet. It examines issues around the ongoing war in Ukraine, transatlantic relations, and outstanding questions about German-China cooperation.The second part looks at the recently proposed Security and Defence Union (SDU) project and its various challenges.In conclusion, it is suggested that Germany will likely dominate future defence efforts, the actual shape of which will also be determined by other players such as the US, Russia, China, Iran, Israel, India or Turkey.Key Words: Germany, Foreign Policy, EU, Geopolitics Introduction According to the Federal Election Commission, the German election on February 23 saw a record-breaking voter turnout of 82.5%. That's an increase from 76.6% in 2021 and the highest voter participation since unification in 1990.  With vote counting finished, preliminary results show that the conservative Christian Democratic Union (CDU), led by Chancellor candidate Friedrich Merz, and its sister Christian Social Union (CSU) won the election with 28.6% of the vote. (As of the writing of this paper, the coalition negotiations are in progress, and the new Merz-Lead government will likely be formed by Easter this Year).  Before we analyse the challenges ahead of Merz's Government, let us briefly note that Friedrich Merz belongs to the so-called 'Davos Crowd'. He regularly attends the World Economic Forum Meetings. Before fully dedicating himself to politics, Merz worked as a corporate lawyer and held a significant position at BlackRock, a leading global investment management firm. He served as the head of the supervisory board of BlackRock's German branch, a role that has drawn scrutiny due to BlackRock's CEO, Larry Fink, being a key figure at the WEF. By his critics, Merz is seen as a 'globalist puppet' who is likely to promote Agenda 2030-related policies and the Klaus Schwab Great Reset initiative at the expense of German citizens.   Challenges ahead of Germany and its new political leadership Under the new CDU-led Government, Germany will face significant international challenges in supporting Ukraine, managing US relations, and balancing China ties. - The war in Ukraine The ongoing war in Ukraine is a pressing issue, requiring Germany to sustain its support for Ukraine while managing its own energy security and economic interests. This involves coordinating with other EU and NATO members, which could be challenging given potential fatigue and differing national priorities.  The ongoing war in Ukraine, initiated by Russia's invasion in 2022, remains a critical challenge for Germany. The new CDU-led Government must sustain this support amidst potential fatigue and economic pressures. It goes without saying that the war has disrupted energy supplies, with Germany suspending the Nord Stream 2 pipeline and facing higher energy costs. The CDU, under Merz, has advocated for a strong stance against Russia. Still, challenges include maintaining EU unity, especially with some member states favouring dialogue with Moscow, and managing domestic economic impacts, such as inflation and cost-of-living pressures. This support towards sustained support to sanctions against Russia seems necessary, but it may strain Germany's resources and require coordination with NATO and EU partners. - Navigating Transatlantic Relations Germany's relationship with the United States, mainly through NATO, is vital for its security and economic interests. Even before the Trump election, German experts were ready to address the incoming challenges.  Trump's opposition to previous policies, such as climate commitments and trade agreements, has led to tensions. Traditionally aligned with the US, the CDU knew the need to balance cooperation on security issues, such as defence spending, with potential trade and climate policy disagreements. This challenge is compounded by the need to prepare for a world where Germany must pay more for its security, especially given the war in Ukraine.  Today, Germans are painfully aware that the relations with the United States are crucial, especially given that Trump's presidency has already led to tensions over trade and security policies. Germany seems willing to balance cooperation with the US while asserting its interests and those of the EU. This will be complicated due to conflicting interests regarding trade and the economy. Trump is expected to continue his protectionist policies, imposing tariffs on German goods like cars to address the trade deficit. This will likely lead to retaliatory measures from Germany and the EU, straining economic ties.  In fact, the European Commission already declared it would impose "countermeasures" from April 1 in response to US tariffs of 25 per cent on steel and aluminium imports.   Regarding defence and security - Trump will likely pressure Germany to increase defence spending, possibly threatening to reduce US troops in Germany, as he did in his first term by announcing a withdrawal of 12,000 troops (later reversed by Biden). This could push Germany to enhance its defence capabilities and meet NATO targets.  As for climate change and energy - Trump's scepticism towards climate agreements, such as the Paris Accord, will likely continue, clashing with Germany's leadership in renewable energy and its goal to phase out coal by 2038 at the latest.   Finally, there is the question of foreign policy, especially Russia and Ukraine - Trump's potential alignment with Russia could complicate Germany's position, particularly given its significant support for Ukraine. Reports suggest Trump might cut Ukraine out of negotiations with Russia, forcing Germany to take a more independent stance.   - Balancing Economic Relations with China Germany's economic ties with China are significant, with China being a primary export market and investment partner. However, the new German Government faces the challenge of addressing security and human rights concerns, such as intellectual property theft and China's assertive foreign policy. The CDU-lead coalition may push for greater diversification of supply chains and stricter regulations, as suggested by recent analyses.   This balancing act is crucial, as economic dependence on China could limit Germany's ability to take a firm stance on delicate issues regarding human rights. The challenge is maintaining economic benefits while mitigating risks, potentially through EU-level coordination and bilateral agreements, which could create diplomatic pressures and affect Germany's global trade position. Economic ties and the challenge of de-risking. Germany has deep economic ties with China, with significant trade and investment flows, particularly in the automotive and manufacturing sectors. However, the new government will face the challenge of reducing economic dependence, as outlined in the CDU's election platform, which calls for "reducing reliance on China".  This is driven by concerns over supply chain vulnerabilities, as seen in the CDU's criticism of previous decisions like allowing a Chinese state-owned company to invest in Hamburg's port.  The challenge lies in implementing de-risking strategies without triggering economic repercussions, such as reduced exports or investment pullbacks. Recent statements from Merz, such as warning German firms about the "great risk" of investing in China, indicate a stricter stance. Still, experts question whether this rhetoric will translate into firm policy, given the economic interests at stake.   Security concerns and strategic competition are at the forefront - Friedrich Merz recently grouped China with Russia, North Korea, and Iran in an "axis of autocracies," highlighting perceived threats to German and European security.  The CDU's position paper, adopted around Easter 2023, states that the idea of peace through economic cooperation "has failed with regard to Russia, but increasingly also China," signalling a shift toward a more security-focused approach.  This includes addressing issues like technology transfer, intellectual property theft, and cybersecurity, which could strain bilateral relations. The challenge is strengthening defence and economic security measures without escalating tensions, particularly as China's military capabilities grow. Merz's focus on European strategic autonomy, especially in light of US policy shifts under Donald Trump, may lead to increased cooperation with EU partners in China. Human rights and values-based diplomacy are important for the incoming CDU-led government. Therefore, it is likely to take a firmer stance on human rights issues, reflecting the CDU's emphasis on preserving the rule-based international order.  Merz has consistently called China "an increasing threat to [German] security," suggesting a values-based approach that could lead to diplomatic tensions.  The challenge is maintaining constructive engagement while addressing these issues, especially as China has offered a "stable, constructive partnership" post-election, seeking to inject "new vitality" into China-EU relations. Balancing economic interests with values-based diplomacy will be a key test for Merz's government.  As for the coordination with EU partners, Germany's China policy should probably align with the EU's broader strategy, which has shifted toward de-risking under the European Commission. This requires coordination with other member states, some of whom may prioritise economic ties over security concerns, creating potential friction. The challenge is to ensure a united EU front, particularly in trade negotiations and investment screening, where Germany's leadership will be crucial. Merz's advocacy for improved coordination with major European allies such as France and Poland suggests focusing on EU unity. However, coalition dynamics, potentially involving the dovish Social Democrats, could dilute this approach.  Compared to Angela Merkel's pragmatic approach and Olaf Scholz's cautious stance, Merz's leadership is expected to mark a "Zeitenwende" or turning point, with a more critical and security-focused China policy.  However, the extent of change depends on coalition dynamics, with potential partners like the SPD possibly moderating his approach, creating tension between rhetoric and policy implementation. The EU as a security actor This section of the paper outlines the significant challenges ahead for the EU, considering Germany's influence and the broader geopolitical landscape, especially regarding the future EU defence cooperation and its potential relations with NATO. According to German experts and policymakers, The EU must maintain unity in supporting Ukraine amid Russia's ongoing invasion. Under the CDU, Germany will most likely continue its policy in this regard, providing military aid and economic support. According to the Federal Foreign Office, the German Government has, since the start of the war, made available around 43.62 billion euros in bilateral support for Ukraine (as of 31 December 2024); this aid includes the critical area of air defence, a substantial winter assistance programme and energy assistance, help for those who have fled Ukraine, humanitarian aid, mine clearance operations and assistance with efforts to investigate and document war crimes. Furthermore, Ukraine and Germany signed a bilateral agreement on security cooperation on 16 February 2024.  European Army The former Chancellor, Olaf Scholz, at Charles University in Prague on 24 August 2022, recently elaborated on German leadership's vision regarding the Europen defence efforts. His presentation 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 potentially 35 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 German 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.   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.  Former Chancellor Scholz would, however, make it an open claim at times: "As the most populous nation with the greatest economic power and a country in the centre of the continent, our army must become the cornerstone of conventional defence in Europe, the best-equipped force".  The re-entrance of Trump into global politics only reinvigorated German calls for stronger defence cooperation. Amid a drive to shore up support for Ukraine after Donald Trump halted US military aid and intelligence sharing, European leaders held emergency talks in Brussels (6 March 2025). They agreed (Hungary did not support the document) on a massive increase in defence spending. According to the European Council's Conclusions, the European Commission is to propose a new EU instrument to provide Member States with loans backed by the EU budget of up to EUR 150 billion.  Apart from that, the document mentions several other instruments that are supposed to enhance Europe's defence capabilities: additional funding sources, new EU instrument for loans, support from the European Investment Bank (EIB), mobilising private financing, priority areas for defence capabilities (air and missile defence; artillery systems, including deep precision strike capabilities; missiles and ammunition; drones and anti-drone systems; strategic enablers, including in relation to space and critical infrastructure protection; military mobility; cyber; artificial intelligence and electronic warfare), joint procurement and standardisation, simplification of legal frameworks and finally coordination with NATO. Overall, Ursula von der Leyen, the President of the European Commission, presented a plan worth EUR 800 billion to increase European defence spending against the backdrop of the Russian invasion of Ukraine.  Will it be enough to create actual European defence capabilities, finally? Time will show. Europeans have been talking about common European defence for decades. So far, most of their achievements fall short of lofty political declarations.  Consequently, on March 19 this year, the European Commission unveiled the Joint White Paper for European Defence 2030.  (White papers are policy documents produced by the Governments that set out their proposals for future legislation.) Accordingly, the 22-page-long document consists of numerous 'bold' ideas to advance European defence cooperation toward a European Army. The key threats to European Security include correspondingly: military aggression from Russia, strategic competition (there is increasing strategic competition in Europe's wider neighbourhood, from the Arctic to the Baltic to the Middle East and North Africa), transnational challenges (issues such as rapid technological change, migration, and climate change are seen as serious stressors on political and economic systems), actions of authoritarian states (countries like China are asserting their influence in Europe and its economy, posing a strategic challenge due to their authoritarian governance style), hybrid threats (these include cyber-attacks, disinformation campaigns, and the weaponisation of migration. The document notes that these threats are interconnected and increasingly prevalent), geopolitical rivalries (ongoing geopolitical tensions in various regions, particularly in the Middle East and Africa, are highlighted as contributing to instability that directly affects Europe) and last but not least instability from neighboring Regions (proximity to conflict zones, especially in North Africa and the Middle East, leads to spillover effects such as migration and economic insecurity).  Notably, at the very beginning of the document, the EC makes an unequivocal statement: "The future of Ukraine is fundamental to the future of Europe as a whole. Since 2022, we have seen a full-scale, high-intensity war on the borders of the European Union with hundreds of thousands of casualties, mass population displacement, huge economic costs and deliberate destruction of vital energy systems and cultural heritage. The outcome of that war will be a determinative factor in our collective future for decades ahead". The document proposes several measures to support Ukraine amid its ongoing conflict, mainly through a "Porcupine strategy" to enhance Ukraine's defence and security capacity. The "Porcupine strategy" includes elements such as:  Increased Military Assistance - The EU and its Member States should significantly step up military and other assistance to Ukraine (providing large-calibre artillery ammunition with a target of delivering a minimum of 2 million rounds per year, supplying air defence systems, missiles (including deep precision strikes), and drones, supporting Ukraine's procurement of drones and further developing its production capacity through joint ventures with European industries and training and equipping Ukrainian brigades and supporting the regeneration of battalions). Direct Support to Ukraine's Defense Industry (the document emphasises the importance of directly supporting Ukraine's defence industry (encouraging EU Member States to procure directly from Ukraine's defence industry for donations to Ukraine and utilising EU loans to boost Ukraine's defence industry spending, estimated to reach around EUR 35 billion in productive capacity by 2025). Enhanced Military Mobility (the EU aims to improve military mobility corridors extending into Ukraine, facilitating smoother deliveries of military assistance and enhancing interoperability). Access to EU Space Assets (Ukraine should have enhanced access to EU space-based governmental services, which would aid in its defence capabilities). Coordination of Military Support (the EU Military Staff Clearing House Cell will coordinate military support for Ukraine, enhancing collaboration with NATO and other partners). Integration of Ukraine into EU Defense Initiatives (the document proposes integrating Ukraine's defence industry into EU initiatives and encouraging its participation in collaborative defence projects. Conclusion A 'Security and Defence Union' (SDU) has been recently proposed as a new institutional form of military cooperation among EU Members.  It is suggested that the SDU includes the UK, and given the special attention paid to Ukraine in the White Paper, it is logical to surmise that it (Ukraine) will also be a de facto member. The devil lies in details, however, and so financially speaking, Europeans have to address numerous challenges. For example, the European Defence Fund (EDF) details Euro 8 billion over 7 years (approx. Euro 1.12 billion/year), supports R&D, and has committed Euro 5.4 billion since May 2021.        Meeting these ambitious goals will be especially challenging given the funding constraints (EU instruments like EDF and EDIP have limited impact; EDIP at €750 million/year is less than 1% of €90 billion 2024 procurement, needs €9 billion/year for 10% impact), capability and industry gaps (post-Cold War cuts left significant gaps, needing €160 billion by 2018 if 2008 levels maintained, €1.1 trillion if all spent 2% GDP 2006-2020), political and partnership issues (US scepticism, especially under second Trump administration, makes EU states cautious), policy integration (balancing security and economic priorities).  Against this backdrop, Germany claims to rise to the occasion and take the leading role, passing a new defence budget, referred to by media as 'bazooka'.  A massive increase in military spending is paralleled by another military aid package to Ukraine (The €3 billion package approved by the Bundestag Budget Committee comes on top of the €4 billion in military aid to Ukraine already planned in the 2025 budget).  Where does it leave NATO? Much depends on Trump's vision of the future of European Security, his administration's bilateral relations with Germany, and most importantly, the global chessboard attended by players such as Russia, China, Iran, Israel, India and Turkey. References   Zeier, Kristin, and Gianna-Carina Grün. “German Election Results Explained in Graphics.” DW, February 27, 2025. https://www.dw.com/en/german-election-results-explained-in-graphics/a-71724186.   Hasselbach, Christoph. “German government coalition: Can CDU, SPD come together?”. DW, 3 March, 2025. https://www.dw.com/en/german-government-coalition-can-cdu-spd-come-together/a-71850823   Hasselbach, Christoph. “German foreign policy: Crisis mode to continue in 2025”. DW, 26 December 2024. https://www.dw.com/en/german-foreign-policy-crisis-mode-to-continue-in-2025/a-71092683   Paternoster, Tamisin. “How Germany's car industry is bracing for Donald Trump's tariffs”. Euronews. 7 March, 2025. https://www.euronews.com/business/2025/03/07/how-germanys-car-industry-is-bracing-for-donald-trumps-tariffs   France24. “EU hits back with countermeasures against Trump's ‘unjustified’ steel tariffs”, 12 March 2025. https://www.france24.com/en/europe/20250312-eu-hits-back-countermeasures-trump-unjustified-steel-tariffs-europe-commission   TVP World, “Trump mulls withdrawing U.S. troops from Germany, The Telegraph reports”. 8 March, 2025. https://tvpworld.com/85487959/trump-considering-withdrawing-us-troops-from-germany-the-telegraph-reports   Twidale, Susanna. “German coal power phase-out likely before 2038 due to economics, says climate envoy”. Reuters, 25 June, 2024. https://www.reuters.com/business/environment/german-coal-power-phase-out-likely-before-2038-due-economics-says-climate-envoy-2024-06-24/   Tankersley, Jim and F. Schuetze, Christopher. “Shocked by Trump, Europe Turns Its Hopes to Germany’s Election”. The New York Times, 23 February, 2024. https://www.nytimes.com/2025/02/22/world/europe/germany-election-trump.html    Chaney, Eric. “What Challenges is Germany Facing?”. Institut Montaigne. https://www.institutmontaigne.org/en/expressions/what-challenges-germany-facing   Alkousaa, Riham. “Germany election: what are the policies of the CDU conservatives”. Reuters, 25 February 2025. https://www.reuters.com/world/europe/policies-german-election-favourites-cdu-conservatives-2025-02-18/   South China Morning Post. “Will Merz’s tough talk on China fizzle out if he becomes leader of Germany?” https://www.scmp.com/news/china/diplomacy/article/3292397/will-merzs-tough-talk-china-fizzle-out-if-he-becomes-leader-germany   Rhodium Group, “Wind of Change: German China Policy After the Election – Rhodium Group.” 12 February 2025. https://rhg.com/research/wind-of-change-german-china-policy-after-the-election/   Rhodium Group, “Wind of Change: German China… op.cit.  Rinaldi, Gabriel. “German Christian Democrats rewrite Merkel’s China playbook”. Politico. 26 March 2023. https://www.politico.eu/article/german-christian-democrats-to-overturn-angela-merkels-china-policy/   Radunski, Michael. “German conservatives call for China policy Zeitenwende • Table.Media.” Table Briefings. 19 March 2023. https://table.media/en/china/feature/union-calls-for-china-policy-turnaround/   South China Morning Post. “Will Merz’s tough talk on China fizzle out if he becomes leader of Germany? | South China Morning Post. https://www.scmp.com/news/china/diplomacy/article/3292397/will-merzs-tough-talk-china-fizzle-out-if-he-becomes-leader-germany   South China Morning Post. “China offers ‘stable, constructive’ partnership with Germany after Friedrich Merz’s election win.” https://www.scmp.com/news/china/diplomacy/article/3299946/china-offers-stable-constructive-partnership-germany-after-friedrich-merzs-election-win   Verhelst, Koen. “Friedrich Merz wants to lead Europe on the economy. Can he?” POLITICO. 19 February, 2025. https://www.politico.eu/article/friedrich-merz-wants-to-lead-europe-on-the-economy-can-he/   Rinaldi, Gabriel. “German Christian Democrats… op.cit.  Federal Foreign Office, “Germany continues to stand with Ukraine – the third anniversary of Russia’s full-scale invasion”. https://www.auswaertiges-amt.de/en/aussenpolitik/laenderinformationen/ukraine-node/ukraine-solidarity-2513994   The Federal Government (2022) Speech By Federal Chancellor Olaf Scholz at The Charles University In Prague On Monday, August 29 2022. https://www.bundesregierung.de/breg-en/news/scholz-speech-prague-charles-university-2080752   National Security Strategy. Robust. Resilient. Sustainable.  Integrated Security for Germany (2023). Federal Foreign Office, Werderscher Markt 1, 10117 Berlin. https://www.nationalesicherheitsstrategie.de/National-Security-Strategy-EN.pdf   “Germany must become 'the best equipped armed force in Europe', Scholz says.” Euronews, September 16, 2022. https://www.euronews.com/my-europe/2022/09/16/germany-must-become-the-best-equipped-armed-force-in-europe-scholz-says   “Germany must become 'the best equipped armed force in Europe', Scholz says”, Euronews, 16 September, 2022. https://www.euronews.com/my-europe/2022/09/16/germany-must-become-the-best-equipped-armed-force-in-europe-scholz-says   European Council. "Conclusions – 6 March 2025." EUCO 6/25. Brussels: General Secretariat of the Council, March 6, 2025. https://www.consilium.europa.eu/en/press/press-releases/2025/03/06/special-european-council-6-march-2025/   See more at: https://www.theguardian.com/world/2025/mar/06/watershed-moment-eu-leaders-close-to-agreeing-800bn-defence-plan-ukraine   The European Intervention Initiative (EI2) is a joint military project between 13 European countries outside of existing structures, such as the North Atlantic Treaty Organization (NATO) and the European Union's (EU) defence arm. The Initiative was first proposed by French President Emmanuel Macron in his Sorbonne keynote in September 2017. ASee more at: https://archives.defense.gouv.fr/content/download/535740/9215739/file/LOI_IEI%2025%20JUN%202018.pdf   A week before on 12th of March 2025 European Parliament adopted a ‘resolution on the ehite paper on the future of European defence’ which includes 89 points. See more at: https://www.europarl.europa.eu/doceo/document/TA-10-2025-0034_EN.html   European Commission, High Representative of the Union for Foreign Affairs and Security Policy. "Joint White Paper for European Defence Readiness 2030." Brussels, March 19, 2025. JOIN(2025) 120 final. https://defence-industryspace.ec.europa.eu/document/download/30b50d2c-49aa-4250-9ca6-27a0347cf009_en?filename=White%20Paper.pdf   See more at: https://www.eeas.europa.eu/node/34278_en   See more at: https://defence-industry-space.ec.europa.eu/eu-defence-industry/european-defence-fund-edf-official-webpage-european-commission_en   See more at: https://www.cer.eu/publications/archive/policy-brief/2025/towards-eu-defence-union   See more at: https://commission.europa.eu/topics/defence/future-european-defence_en   “Germany's historic spending plan has passed - so what is the money going to be spent on?”, The Journal, 22 March 2025. https://www.thejournal.ie/germany-spending-plan-explainer-6656255-Mar2025/   Sexton Karl and  Hubenko Dmytro, “Germany approves $3 billion in military aid for Ukraine”. DW, 21 March 2025. https://www.dw.com/en/germany-approves-3-billion-in-military-aid-for-ukraine/a-72001265

Defense & Security
Navy, naval forces of USA. Flag of America next to warship. United States missile cruiser. Large military ship. USA Armed forces USA. Fleet of United States of America.

From Sanaa to Tehran: Will U.S. Strikes Against the Houthis Lead to a Confrontation with Iran?

by Mohamed Nabil El-Ghareib Al-Bandari

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Introduction The Ansar Allah "Houthis" group announced the resumption of its ban on Israeli ships passing through the Bab el-Mandeb Strait on Tuesday, March 11, 2025, following the expiration of the deadline it had given Israel to allow humanitarian aid into the Gaza Strip. This was stated in a recorded speech by the group's military spokesperson, Yahya Saree, posted on his account on the X platform, where he declared that their forces "confirm the resumption of the ban on all Israeli ships in the designated operational areas in the Red Sea, the Arabian Sea, Bab el-Mandeb, and the Gulf of Aden, following the expiration of the deadline granted by the group's leader, Abdul Malik al-Houthi, to mediators to pressure the Israeli enemy into reopening the crossings and allowing aid into the Gaza Strip." In response, U.S. Secretary of  Defense Pete Hegseth vowed on Sunday, March 16, 2025, that the United States would carry out "relentless" strikes against the Houthi rebels in Yemen until the group ceases its military operations targeting American assets and global shipping routes. In this context, Houthi-affiliated media outlets reported on Sunday, 16March 2024, that approximately 40 American airstrikes on the capital, Sanaa, as well as Saada and Al-Bayda, resulted in a preliminary toll of 32 casualties and over a hundred injuries. These operations take place amid escalating tensions between Washington and Tehran and signs that U.S. strikes are focused on the tactical deterrence of the Houthis, making them part of a broader American strategy aimed at containing Iranian influence. This escalation coincides with the collapse of the ceasefire agreement in Gaza, reinforcing the possibility that the region may be heading toward a new phase of entangled military confrontations. This paper examines the objectives and messages underlying this military campaign, focusing on the prospects of continued escalation between the United States and the Houthis and the possibility of it extending into a direct confrontation with Iran. It also seeks to answer a critical question: Will Washington succeed in deterring the Houthis through these operations, or will this strategy lead to a greater escalation that could involve a broader confrontation with Iran? This is especially relevant given the growing indications that Israel is intensifying pressure on the United States to push it toward direct conflict with Tehran. Amid the complexities of the regional landscape, the paper considers the strategic dimensions of these operations, including U.S. messaging toward Iran, Israel’s efforts to expand the scope of confrontation, and the role of international allies in shaping the escalation pathways. It also explores possible scenarios for future developments, ranging from continued limited strikes to the potential outbreak of a large-scale regional confrontation. From this perspective, the paper will highlight the key American messages and underlying objectives of this military campaign, which should be taken into account when discussing the primary goals of this campaign at this critical juncture. These can be interpreted as follows: American Messages; During his first term, U.S. President Donald Trump adopted a "maximum pressure" policy on Iran, which manifested in the imposition of a broad set of economic sanctions that significantly impacted the Iranian economy, along with the U.S. withdrawal from the Iran nuclear deal on May 8, 2018. Continuing this approach, Trump reaffirmed his hardline stance on Iran's nuclear program even before officially assuming office again in January 2025. Since announcing his candidacy for the presidential elections in July 2024, he has emphasized the need for a "new nuclear deal" with Iran. On September 26, 2024, he stated: "We must reach an agreement, because the consequences are impossible. We must reach an agreement." As part of his escalating position toward Tehran, upon taking office, Trump signed a presidential memorandum on February 5, 2025, reinstating the maximum pressure policy on the Iranian government, aiming to block Tehran’s path to acquiring a nuclear weapon and counter its destabilizing influence abroad, according to a White House statement at the time. In a further escalation against what is known as Iran’s "proxies" in the region, the United States launched large-scale airstrikes on the Houthis in Yemen. The Pentagon announced that since Saturday, March 15, 2025, it had targeted 30 Houthi sites in the largest U.S. military operation in the Middle East since Trump's return to the White House.  This ongoing military campaign cannot be viewed in isolation from the broader U.S. approach toward Iran, which is characterized by stringent economic sanctions and firm official statements underscoring Washington’s determination to exert maximum pressure on Tehran. These military strikes are part of a wider American strategy aimed at delivering clear and direct messages to Iran: that the United States is not only capable of countering any Iranian threat but is also resolute in defending its interests and allies in the region. Reinforcing this stance, U.S. President Donald Trump  declared on March 17, 2025, that Iran would be held accountable for any future attacks carried out by the Houthis, a clear indication that the Trump administration might consider direct strikes against Iran if the Houthis continue targeting American interests—especially if evidence emerges of military or intelligence support from Tehran. This statement reveals the potential for U.S. military strikes against Iranian targets or Iran’s affiliated groups in the region as part of an escalatory strategy designed to deter Tehran—not only in response to proven arms support for the Houthis in the future but also concerning its nuclear program. This comes within the context of Trump’s threats before launching the military campaign against the Houthis. On March 13, 2025, Washington delivered an official message to Iran, giving it a choice between negotiating a new agreement or facing direct military action. However, Tehran rejected negotiations under threat, further increasing the likelihood of escalation in the coming period. Israel’s Efforts to Open the Iran Front; The recent U.S. strikes on the Houthis in Yemen are part of an escalating military confrontation in the Middle East, coinciding with Israeli attempts to drag the United States into a broader conflict with Iran. Since the outbreak of Israel’s war on Gaza in October 2023, Prime Minister Benjamin Netanyahu's government has been pushing Washington toward a more aggressive stance against Iran. This was highlighted by The Washington Post on October 14, 2025, which noted Israel’s readiness to launch military strikes against Iranian targets, necessitating U.S. support and backing. Israel seeks to expand the scope of regional conflict by urging Washington to respond militarily to Houthi threats in the wake of the Gaza war. It appears that Tel Aviv is attempting to lure the United States into escalating tensions with Iran, particularly given Tehran’s logistical and military support for the Houthis. Thus, targeting the group could serve as a preliminary step toward broadening military operations to include direct Iranian targets, increasing the likelihood of escalation with Iran. Israel is betting on escalation, as suspicions grow over Netanyahu’s intentions to widen the war with Iran by exploiting ongoing conflicts in Gaza and Yemen. Israel views continued military pressure on Tehran and its proxies as a means to weaken Iran’s regional position and potentially push the U.S. toward more confrontational steps. This comes at a time when the influence of Iran’s allied factions has waned—particularly in Syria, where Bashar al-Assad’s regime collapsed on December 8, 2024, and in Lebanon, following Israel’s extensive strikes on Hezbollah, which resulted in the deaths of most of its senior leadership, including Secretary-General Hassan Nasrallah. Therefore, targeting the Houthis carries a direct message to Tehran: Washington is prepared to expand its operations against regional threats, which may provoke escalatory responses from Iran. This scenario aligns with Israel’s objectives of reinforcing its stance against Iran. Since the ceasefire agreement between Israel and Hamas in Gaza in January 2025,  Israeli Prime Minister Benjamin Netanyahu has been retreating from the deal under intense criticism from Israel’s far-right factions. In this context, Israel has resumed and expanded its attacks on Gaza. On Tuesday, March 18, 2025, Netanyahu’s office announced that Israeli forces had targeted Hamas positions across the Gaza Strip. This move is part of an escalatory policy aimed at keeping the war ongoing and preventing any long-term truce, as Israel considers continued military operations necessary to impose its political and security conditions. Furthermore, Israel is seeking to shift the confrontation to broader fronts. The Israeli military is expanding its presence in Syria, continuing airstrikes against Iranian targets and affiliated militias, while maintaining its military foothold in southern Lebanon despite the ceasefire agreement with Hezbollah in November 2024. This indicates that Tel Aviv is not only intensifying its military operations in Gaza but is also pushing for a larger escalation against Iran, which is the main backer of Hezbollah and Palestinian armed factions. This reflects Israel’s intent to keep regional tensions high and reshape the rules of engagement in the Middle East. In light of this, Israel is expected to cooperate with the United States in conducting precision strikes against the Houthis in Yemen in the near future, as well as in potential assassination operations targeting Houthi leaders. Additionally, it may participate in military actions against nuclear and military sites inside Iran, potentially triggering Iranian retaliation and further regional tensions. This escalation would serve to appease Israel’s far-right factions and the ruling coalition, which has repeatedly threatened to withdraw from the government and topple Netanyahu over his handling of Gaza and Iran. The escalation opportunities with Iran U.S. strikes may push the Houthis to intensify their attacks, especially in parallel with Israel’s escalation of airstrikes on Gaza at the moment. In his latest speech, the leader of Ansar Allah linked the cessation of attacks on Israeli ships in the Red Sea to the entry of aid into Gaza, which is not expected at this stage "despite mediators calling for a return to negotiations," given Israel’s resumption of the war on Gaza alongside the American military campaign against the Houthis in Yemen. This may necessitate additional American escalation, particularly after Trump held Iran responsible for any future Houthi attacks. On March 16, 2025, the commander of Iran’s Revolutionary Guard Corps, Hossein Salami, vowed to respond to any attack following threats from U.S. President Donald Trump against Tehran over Washington’s strikes on the Houthis in Yemen. In statements broadcast on state television, Salami said, "Iran will not start a war, but if anyone threatens it, we will respond appropriately, decisively, and firmly." This statement reflects Iran’s deterrence policy while also keeping the door open for a potential escalation if Washington decides to attack Iran by directly targeting Iranian sites. Hossein Salami’s statement carries a dual message: Tehran affirms that it does not seek war, but at the same time, it brandishes the threat of a strong response if it faces any direct threat. This message primarily targets the United States and serves as a means to deter any further escalatory measures by Israel regarding the Iranian nuclear file.  Salami's statement also aims to rely on escalatory rhetoric to reinforce his image domestically, especially amid the ongoing economic and military pressures on Iran. These statements also seek to reassure the Iranian public that the regime remains strong and capable of defending its interests against both the United States and Israel. Despite Iran’s statements affirming that it does not seek war, it simultaneously adopts the approach of "flexible deterrence," leaving the door open for escalatory options if Tehran is subjected to direct strikes. This keeps the region facing open-ended scenarios, ranging from the continuation of indirect confrontation through proxies to the possibility of events spiraling into a broader confrontation if Washington and Tel Aviv decide to go beyond limited strikes to directly targeting Iran. The Limits of U.S. Effectiveness in Deterring the Houthis Since the escalation of Houthi attacks in the Red Sea, the United States has adopted a dual military and political strategy in an attempt to restore lost deterrence. However, questions remain about the effectiveness of this policy in achieving its desired objectives, particularly given the Houthis' ability to adapt to U.S. pressure and continue their escalatory maritime operations. As part of these efforts, former U.S. Secretary of Defense Lloyd Austin announced the formation of a multinational naval force in December 2023 to protect navigation in the Red Sea and the Gulf of Aden under Operation "Prosperity Guardian." While this force has enhanced security measures, Houthi attacks have persisted, indicating that military deterrence alone has not been sufficient to completely halt the attacks.So far, the Houthis have divided their maritime campaign into five phases, which can be outlined as follows:• Phase One: Attacks focused on missile strikes targeting Israel, beginning in October 2023 with the Gaza war, and on Israeli-linked ships in the Red Sea starting in November 2023.• Phase Two: In December 2023, attacks expanded to include all ships heading to Israeli ports. Vessels with direct or indirect ties to Israel, as well as those that had previously visited Israeli ports, became targets.• Phase Three: In January 2024, attacks expanded further to target ships linked to the United States and the United Kingdom.• Phase Four: In May 2024, the scope widened again to include ships owned or operated by entities that also own vessels visiting Israeli ports.• Phase Five: This phase was announced after the Houthis launched the "Yafa" drone at Tel Aviv on July 19, 2024, marking a continuation of the previous phases. In each phase, the group managed to force more vessels to avoid the southern Red Sea. By the fourth phase, from at least late April 2024, additional shipping companies engaged in trade with Israeli ports had started avoiding the Bab al-Mandeb Strait. At the same time, on certain occasions, the attacks drew attention to other regional activities, such as Russia’s oil trade. U.S. efforts to restore deterrence against the Houthis face complex challenges, as limited military strikes and political sanctions have not decisively curbed the group’s escalation. While Washington seeks to strike a balance between applying military pressure and maintaining regional stability, the Houthis have demonstrated their ability to adapt to these pressures and expand their maritime operations, benefiting from Iranian support and escalating geopolitical tensions. In this context, the airstrikes launched by the Trump administration in Yemen marked the first time the U.S. had explicitly targeted Houthi leaders, in addition to their military centers and command-and-control hubs. The success of American deterrence against the Houthis may largely depend on adopting more aggressive strategies, such as the targeted assassination of key Houthi leaders—similar to Israel’s approach against Hezbollah commanders. This tactic could weaken the group's central leadership and disrupt its organizational structure, potentially limiting its ability to coordinate maritime attacks. However, this approach carries significant risks, as it may provoke the Houthis into even more aggressive retaliatory actions and potentially increase the likelihood of direct Iranian involvement in the confrontation. Possible Scenarios Iran Avoiding Direct Support for the Houthis to Prevent a Confrontation with Washington: Iran's lack of direct response to Israel’s escalation against Hezbollah in Lebanon—despite its declared "Unity of Fronts" doctrine—suggests a likely pattern that could also apply to its handling of U.S. escalation against the Houthis in Yemen. While Iran utilizes proxy groups to expand its regional influence, its direct military involvement remains constrained by complex strategic calculations related to the balance of power, the cost of escalation, and the ability to deter adversaries without being drawn into an open confrontation. In the case of Hezbollah, despite Israel’s recent military actions, Iran chose to regulate the intensity of the confrontation rather than push for a full-scale war. This reflects a strategy of "remote management," where Tehran supports its allies without direct engagement. The same approach may apply to the Houthis, particularly since the U.S. escalation occurs within the broader context of the Washington-Tehran standoff over the nuclear issue and aims to deter Houthi threats to international shipping. This perspective is reinforced by a statement from Hossein Salami, the commander of Iran’s Islamic Revolutionary Guard Corps (IRGC), on March 16, 2025, in which he asserted that "Iran will not start a war, but it will respond appropriately, decisively, and resolutely if threatened." This statement indicates that Tehran prefers to maintain a defensive stance rather than an offensive one that could lead to full-scale military escalation. At the same time, it does not want to appear weak in the eyes of its adversaries, meaning it may scale back its support for the Houthis in the short to medium term. It can be argued that U.S. military action against the Houthis is unlikely to trigger direct Iranian intervention unless Iran itself comes under direct attack. Should Iran face large-scale strikes on military sites within its borders, it may respond by expanding support for its regional proxies—despite their declining influence—through the provision of more advanced military technology or by mobilizing other militias in the region to divert pressure away from Iran. This scenario reflects a recurring pattern in Iranian strategy, wherein Tehran employs a "brinkmanship" approach without crossing red lines that would provoke a direct U.S. military response. Regional Escalation: The recent escalation—marked by the Houthis’ announcement of targeting the U.S. aircraft carrier Harry Truman and a U.S. destroyer in the Red Sea on March 18, 2025—signals a critical phase in the ongoing confrontations, particularly under the hardline Trump administration. Unlike the Biden administration's more restrained approach, Washington may push for a broader escalation against the Houthis' capabilities in Yemen, especially if Tehran's continued involvement in supplying the group with advanced weapons and technology is confirmed. The Trump administration is likely to view sustained attacks on its forces and naval assets as crossing a red line, potentially prompting an expansion of retaliatory measures. This could include intensified airstrikes on Houthi military sites within Yemen and targeting the infrastructure Iran uses to transfer weapons to the group. U.S. actions may also escalate to the point of considering direct strikes against Iran itself. However, given the geopolitical complexities, American strikes may not be limited to Yemen and Iran alone. They could extend to Iran’s regional proxies in Iraq and Lebanon, particularly if Iran-aligned factions target U.S. interests in the region. These factions have the capability to pose direct threats to American assets, which may prompt Washington to expand its military responses beyond the immediate Houthi threat.The Most Likely Scenario:  Given the current circumstances, the most probable scenario is the first one—where Iran avoids directly supporting the Houthis or engaging in a full-scale war with Washington, while the U.S. expands its military strikes against the Houthis' infrastructure. This stems primarily from Iran’s strategic caution in avoiding a direct confrontation with both Tel Aviv and Washington, aligning with its broader approach to regional crises, as seen in its management of the escalation between Israel and Hezbollah. However, Iran is likely to enter the conflict only in one case—if it faces a direct military attack. Conclusion The recent escalation in the Red Sea reflects the complexity of the regional landscape, where international and regional interests intersect, keeping the crisis open to further developments in the near future. While global powers seek to contain tensions and prevent a full-scale escalation, striking a balance between deterrence and containment remains a crucial factor in shaping the region’s security strategy. In this context, the United States faces significant challenges in deterring the Houthis, as the group has demonstrated a high degree of adaptability to military and political pressures. On the other hand, Iran’s approach to the U.S. escalation against the Houthis reflects a cautious strategic stance, as Tehran prefers to avoid direct confrontation with Washington while continuing to support its allies indirectly. Given the ongoing tensions, the Red Sea remains a key focal point in global security and economic calculations, necessitating more comprehensive approaches to address the escalating challenges.

Defense & Security
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What kind of European nuclear strategy?

by François Géré

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Whether French or European, the strategy of nuclear deterrence is governed by one absolute rule: it is not an end in itself, but means to an end, so that we cannot put the atomic cart before the political horse. To avoid getting bogged down for the umpteenth time in futile discussions about a European nuclear deterrent, let's recall the fundamental principles of this strategy. Deterrence is a mode of operation with a negative goal as old as war itself. Aimed at preventing an adversary's offensive intentions, it has been used with varying degrees of success due to its random nature. It is based on the calculation of probabilities. Usually, if an aggressor takes the risk of transgressing deterrence based on conventional forces and its venture goes wrong, the aggressor has gambled and lost, suffering at worst the humiliation of defeat. With nuclear weapons, deterrence now takes on a whole new dimension, since the probability of nuclear retaliation entails the risk of an exorbitant loss, said to be unbearable, exceeding the value of what is at stake. The strategy of nuclear deterrence is not peace. It cannot prevent limited regional conflicts or suppress terrorist action. It can only be applied in the event of a massive attack of any kind against the vital interests of the country under attack. This “perimeter of vitality” does not have to be precisely defined, but is left to the discretion of the Head of State, so as to create uncertainty for the would-be aggressor. The strategy of nuclear deterrence is based on five identified principles, theorized in France by Generals Gallois [1] and Poirier. [2] Principle of credibility: nuclear deterrence requires the creation and demonstration of technical capabilities. This was the role of the tests suspended indefinitely in 1994 and prohibited by treaty (CTBT). Principle of permanence: the SDN is ensured by the Head of State, who is the sole decision-maker, with 24-hour access to electronic codes and means of transmission to strategic air forces on standby and submarines on patrol. Principle of uncertainty: “the deterrent effect results from the combination of certainty and uncertainty in the mental field of a would-be aggressor: certainty as to the existence of an unacceptable risk... uncertainty as to the exact conditions of application of the model in the event of the outbreak of hostilities.” Principle of sufficiency: for a medium-sized power like France, in terms of quantity and quality, neither too much nor too sophisticated. During the Cold War, this was known as “deterrence of the weak by the strong” (the strong being the Soviet Union, which French leaders wisely never named explicitly). To avoid embarking on a ruinous arms race, two conditions need to be met: A. An invulnerable nuclear force capable of retaliating in the event of aggression (nuclear-powered ballistic missile submarines - SNLE - are permanently undetectable). It is essential to provide redundancy in the event of human or technical failure. B. Ability to penetrate enemy defenses. There is no such thing as 100% interception. The damage remains tolerable if the explosive charges are conventional, but if they are nuclear, the problem changes completely. An SSBN salvo sends 96 charges that can “vitrify” potentially as many targets. No defense system would be able to intercept them, no matter how much progress is made. All the more so as these warheads are surrounded by decoys, maneuverable (change of trajectory) and stealthy (low radar signature). This lasting superiority of aggression over protection means that the SDN is the only response. Principle of proportionality: the amount of “unbearable” destruction is related to the value of what is at stake. In this case, is the invasion and conquest of France worth the annihilation of one or more of the aggressor's vital centers?  So what should be the target? “Anticité” (men) or antiforces (weapons)? Progress in precision has made it possible to target smaller areas with greater precision. The official line is that France is no longer targeting cities, but rather the command centers of nuclear forces and political decision-making centers. However, such targets are rarely located in the heart of deserts, but have the bad taste of being buried deep in the middle of densely populated areas. The creation of a European strategic nuclear deterrent will therefore have to go along with all these principles. How and with what facilities? The stakes for the aggressor would change dimension. From the vital interests of France alone, we would move on to those of all the member states of the European Union, or at the very least, of those who would agree to join us. The calculation of proportionality would be affected, with ipso facto repercussions on the principle of sufficiency. Given its flexibility and visibility, should the air component be expanded? Should the number of nuclear weapons be increased? Should territorial positioning be extended, where and how far? Could France extend its nuclear deterrent to cover the interests of its European partners?  The nuclear “umbrella” declared by U.S. leaders since Kennedy's Defense Secretary McNamara has often been the subject of skepticism about its credibility, starting with General de Gaulle. Donald Trump openly exposes the eminently selfish nature of nuclear weapons. Who can still believe today that this President and his successors would sacrifice New York for Warsaw, Berlin or Paris? A fortiori, are the citizens of the countries of Europe prepared to make their existence dependent on the decision of the French President alone? Who could believe that he would sacrifice Paris for Tallinn? In truth, if the allies (European and Asian) thought they could rely on the commitment of the United States, it was because of the growing strength of American conventional forces capable of effectively opposing non-nuclear aggression. Any comparison with the USA is therefore absurd. Together, do the EU states have 11 aircraft carriers? 14 strategic nuclear submarines? Do their navies lock up world trade routes? Do they control Space? The little European frog won't reach the enormity of the American ox. But would this be necessary if their governments were to make an objective assessment of the real threat, free from ideological prejudices and corporatist interests? Let's move on to the crux of deterrence: the cost of “burden-sharing”, NATO's constant worry. Are states like Germany, Italy, Spain and Poland prepared to pay for the construction of a so-called European nuclear deterrent, without having access to the ultimate decision? Money is also time. A single multi-state nuclear strategy cannot be improvised overnight. Are we forgetting that some EU members do not perceive Russia as a threat; that others, like Austria, are leaders in favor of a ban on nuclear weapons? Last but not least, where would the post-Brexit United Kingdom fit into this scheme? Even if the will is strong and widely shared, the political, financial and technical development of a nuclear deterrent involving a number of European states will take time, on the order of several years. What will the Russian Federation look like, and how will US-China competition have evolved in five to ten years' time? Peacetime declarations (Franco-German, Franco-British) often express only grand illusions or pious hopes that cost nothing. The true ally is seen at the foot of the war, when egoistic realism reclaims its icy rights.  Yet for the past twenty years, in every crisis (financial, migratory, health - Covid- and military - Ukraine-), the EU has shown itself to be unprepared, slow to react and, above all, divided. The creation of a credible NED is therefore in flagrant contradiction with the very existence of the EU in its current form and operation. We need to return to the foundations of the Community project. Those countries of Europe which share a rigorously identical conception of their global situation, to the point of merging their vital interests, will have to agree on a lasting political framework defining common goals, in a sort of Charter; to equip themselves accordingly with a military alliance such as a European Defense Society for as long as deemed necessary; to guarantee themselves by a European Intelligence Community. Whether French or European, the strategy of nuclear deterrence is subject to one absolute rule: it is not an end in itself, but means to an end, so that we cannot put the atomic cart before the political horse. Copyrights for his picture : Copyright Mars 2025-Géré/Diploweb.com Marie-France Géré

Defense & Security
Swat valley, Pakistan, 12 December 2017: An udentified Pakistani Soldier holding gun.

Pakistan bogged by growing ferocity of Balochistan insurgency

by Sushant Sareen

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Escalating Baloch insurgency challenges Pakistan’s authority, as militant coordination grows and state repression deepens regional instability The insurgency in Balochistan is becoming ominous and has been palpable for a couple of years. But the gravity of the situation in Pakistan's biggest province failed to register in the Byzantine corridors of power in Islamabad. In Pakistan's capital city, the only thing that mattered was controlling and manipulating the state’s institutions to ensure the survival of the hybrid regime controlled by the military junta of General Syed Asim Munir and fronted by Prime Minister Shehbaz Sharif. The fires in Balochistan, Khyber Pakhtunkhwa, Sindh, and Pakistan-occupied Kashmir (POK) received cursory coverage in the media. The public discourse has predominantly revolved around Imran Khan and his trials and tribulations in prison, and the regime’s machinations in countering his narrative, and his popularity. Balochistan was too distant from Islamabad and even Lahore for anyone to bother about what was happening in the restive province. Latelast month, after Maulana Fazal-ur Rehman’s speech in the National Assembly where he said that “five to seven districts in Balochistan were in a position to announce independence” and the “United Nations (UN) would recognise them the next day,” Pakistani people and beyond started taking notice of the sharply deteriorating security situation in the province. Although Maulana may have gone a bit overboard over the UN recognising a declaration of independence in Balochistan, he has his ears and eyes on the ground in the province and has a very good understanding of how bad things are. Following the Maulana, the Leader of Opposition (LoP) in the National Assembly, Omar Ayub, said that the Pakistani state had virtually ceased to exist in more than half a dozen districts of Balochistan. According to Ayub, the Pakistani flag was not flying in these districts. Nonetheless, it was not only political leaders opposed to the hybrid regime who were flagging the alarming situation in Balochistan. One of the closest advisors of PM Sharif, Rana Sanaullah, warned that armed groups could descend from the mountains and seize control of Balochistan. After initially trying to deny that things were spiraling out of control in the province, the Chief Minister, Sarfraz Bugti, finally admitted the situation was alarming. However, the insurgents could not hold any area for longer than a few hours. That the insurgents could strike at will and seize control of major highways and small towns for even a few hours was hardly something that any responsible administrator could be sanguine about. If anything, the rising frequency of high-profile, high-impact strikes by the Baloch insurgents has completely undermined the authority of the state. Worse, it has fuelled so much uncertainty that it has put paid to ambitious plans to attract foreign investment in infrastructure and mining projects. It was against this backdrop that the Baloch Raaji Aajoi Sangar (BRAS), an umbrella group of four militant insurgent groups namely Baloch Liberation Army (BLA), Balochistan Liberation Front (BLF), Balochistan Republic Guard (BRG) and Sindhudesh Revolutionary Army (SRA) announced the formation of a Baloch National Army with a unified command structure and a shift of focus from "Scattered operations to an organised, coordinated and decisive force”. BRAS declared its intent to intensify the war against both Pakistan and its main patron, China and bring greater lethality in its guerilla operations. To hit Pakistan and China where it hurts, the BRAS decided to ‘intensify the blockade on all important highways of Balochistan to disrupt the logistical, economic, and military interests of the occupying state.’ Within days of the BRAS announcement of ramping up its operations, the guerillas hit the strategic Coastal Highway and set six gas tankers and police vehicles on fire. There was also a sudden uptick in Improvised Explosive Devices (IEDs) and suicide attacks on Pakistani security forces and Baloch collaborators. The sheer expanse of geography where these attacks took place was particularly notable–a suicide attack in Kalat city, an IED blast in Quetta, another IED in Khuzdar against a pro-regime tribal leader, targeted killings of two clerics in Zehri, the same town that was stormed and occupied for a few hours by nearly a 100 insurgents in January last. According to data compiled by the South Asia Terrorism Portal, in just the first nine weeks of 2025, there have already been 70 incidents, in which around 135 Pakistani security forces personnel have been killed as against 66 insurgents/extremists–a ratio of 2:1 which reflects the enormity of the problem. Some of these insurgent attacks caused serious damage in men and material to the Pakistani security forces. In early February last, insurgents ambushed a van carrying troops, killing 17 Pakistani soldiers in the Kalat district. Two weeks later, in attacks on a Pakistan army checkpoint and a convoy in the Mand area, another 17 Pakistani soldiers were killed. The insurgents also attacked a bus carrying mine workers in Harnai, killing 11. Although the  Pakistani media presented this as an extortion racket run by the insurgents, the fact that it was an attack on an economic target–the insurgents call it exploitation of Balochistan’s resources by Punjab–made it a legitimate target in their view. Similarly, the targeting of Punjabi businessmen and settlers the Baloch call them spies and collaborators–is also a part of the strategy of the Baloch fighters against the Pakistani state. Perhaps the most devastating attack was carried out in August 2024 when the Baloch insurgents launched Operation Herof, in which they carried out coordinated attacks across the length and breadth of the province. In 2024 alone, over 900 attacks were carried out by the insurgent groups, the bulk of them by BLA, BLF and under the label of BRAS. Except for the Pashtun-dominated districts of Northern Balochistan, the Baloch insurgents have been active in every district of Balochistan. This is a qualitative change from past insurgencies when the fighting was restricted to a few districts and tribes. Now, it is pan-Balochistan and cutting across tribal, linguistic, and gender divide. While the Baloch insurgents have upped their game, not just in terms of the ferocity, intensity, and organisational capability, the Pakistani state—which is a euphemism for the Pakistan Army—has not been able to evolve to respond effectively. Its playbook is the same decades-old one: increase brutality, offer blandishments to tribal chieftains, bribe influential politicians, browbeat the people, stifle all dissent, keep a very tight leash over the media, install puppets and Quislings to run the province under the garb of democracy. But it is proving counterproductive, and the more the Pakistan Army doubles down on its repressive rule, the more it alienates the Baloch people and swells the ranks of the insurgent groups with recruits, including women and young people from educated middle-class. Finding itself losing the narrative war, the Pakistan Army has responded predictably. It has started raiding universities and abducting Baloch students, keeping them in illegal custody and, in some cases, killing them and dumping their bodies on the roadsides or in the wilds. In just the first few weeks of this calendar year, over 250 students have forcibly disappeared. This enforced disappearances issue has only fuelled disgust and alienation against the Pakistani state, arguably becoming one of the central pillars around which Baloch public opinion has been mobilised. Apart from the brutal repression that has been unleashed, the Pakistan Army is trying to play catch up in the narrative game by using tactics which are now anachronistic. For instance, authorities often parade a ‘surrendered militant’ who recites a predictable narrative – accusing commanders of greed, claiming India funds them, and asserting they work against Baloch interests. The Pakistani media then plays up these stories to amplify them. But no one except perhaps people in Punjab are buying what the Pakistan Army’s disinformation wing is selling. Similarly, exaggerated and often utterly fictitious claims of the Pakistan Army’s operations either to repel an attack or to raid insurgent hideouts are not impressing anyone. In most cases, the Pakistan Army conjures up an imaginary number of insurgents killed just to show that it is fighting back, and hard. The BRAS declaration to restructure its organisation and intensify its operations makes it clear– the insurgents believe the struggle in Balochistan has entered a decisive phase. The political narrative is dominated by young leaders of the Baloch Yakjheti Council, such as the indomitable Mahrang Baloch, Sami Deen Baloch and other members spearheading massive protests across the province. Members of the legislative assembly and the ‘elected’ government in the province have become political pigmies who are in power only because they have been foisted on the people of Balochistan by the Pakistan Army. The political and democratic processes in Balochistan have become redundant because they have been completely compromised and rigged by the Pakistan Army, all of which feeds into the narrative of pro-independence voices. Militarily, the Baloch insurgents have demonstrated their reach, capability and ability to coordinate complex attacks. While there is some skepticism about how much the Baloch can achieve because they constitute less than 5 percent of Pakistan's 250 million population, the insurgents believe that they have the critical mass required to win against the Pakistani state. What they lack in sheer numbers, they make up because of the raging Taliban insurgency in Khyber Pakhtunkhwa province and the Pashtun belt of Balochistan, which is bogging down and bleeding the Pakistan Army. Add to this the sharp deterioration in relations between the Taliban regime in Afghanistan and Pakistan. The Taliban appear to be giving space to the Baloch as it gives them a certain leverage over Pakistan, which they suspect of flirting with Islamic State Khorasan (ISK) to undermine the Islamic Emirate. The situation in Sistan-Balochistan province of Iran is also proving conducive for the Baloch insurgents in Pakistan. Faced with the audacity and ferocity of attacks being carried out by the Baloch freedom fighters, and given that Pakistan’s antediluvian approach to tackling the restiveness in the province is not working, there are limited options available to the Pakistan Army. It can continue doing what it has been over the last 25 years since this fifth insurgency has been raging in Balochistan, perhaps intensify what it has been doing. But the result is unlikely to be any different. The Pakistan Army could also decide to carry out a scorched earth steamroller operation in Balochistan. Managing the operation’s political, military and diplomatic consequences could prove disastrous. A third option is to try reconciliation. This is, however, a long and difficult path to take and beyond the intellectual ability of Pakistan's Punjabi military elite because it militates against the colonial control fetish of Pakistan's ruling class. But regardless of what policy Pakistan adopts, the situation in Balochistan will continue to be fraught for the foreseeable future. And while intimations of Balochistan shaking off the ‘shackles of slavery’ (to use the evocative phrase of Imran Khan) might be highly premature and overly optimistic, Balochistan will remain the bone stuck in Pakistan's throat—one it cannot expel, yet one it struggles to swallow.

Defense & Security
ISTANBUL, TURKEY - MARCH 23,2025: Protests After Istanbul Mayor Ekrem Imamoglu Arrested. Aerial View.

Turkey: four key concepts to understand the current turmoil

by Samim Akgönül

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском To better understand the current situation in Turkey, where massive demonstrations have been taking place non-stop since the arrest of Istanbul mayor Ekrem Imamoglu on March 19, we need to take a look at some Turkish words - with no real French translation - that have made their appearance, or reappearance, in the public sphere, and which reflect the rewriting of political rules that President Recep Tayyip Erdogan's government is currently enforcing. Arrested on March 19, along with dozens of his partners, elected representatives and members of the Republican People's Party (CHP, Kemalist), on charges of “corruption”, “terrorism” and “helping the Kurdistan Workers' Party (PKK)”, Istanbul mayor Ekrem Imamoglu, 53, elected in 2019 and re-elected in 2024, was stripped of his mandates and imprisoned on March 23. The authorities have also set about challenging his academic credentials, since, according to the Constitution, the President of the Republic must be a university graduate. However, Imamoglu's university degree, obtained 32 years ago at Istanbul University, has just been cancelled under pressure from the authorities. Ironically, Recep Tayyip Erdogan himself is suspected of not having actually obtained the university degree he claims to have, and cannot produce any proof of university attendance (photos, testimonials, etc.), even though the university from which he claims to have graduated asserts that he was indeed a student there. This brutal dismissal of a key political figure in Turkey, who appealed to both the secular electorate and conservative circles, and who was expected to be the opposition candidate against Erdogan in the 2028 presidential election, immediately sparked a widespread reaction. For the past week, the country has been swept by a wave of huge demonstrations, bringing together hundreds of thousands of people expressing their solidarity with the imprisoned leader. They range from young people and academics to citizens from towns traditionally loyal to the AKP. While the mainstream media remain strangely silent, and X has already blocked numerous opposition accounts at Ankara's request, figures put forward by the CHP General Secretary put the number of demonstrators at one million. Against this explosive backdrop, it's worth taking a closer look at some of the specific terms used in current Turkish public debate, which reflect the current situation in a country in turmoil. The “secret witness” (Gizli tanık) First term: Gizli tanık, French for “secret witness”. In Turkey, the use of “secret witnesses” was legalized by Law no. 5726 on Witness Protection, adopted on December 27, 2007 and published in the Official Gazette on January 5, 2008, at a time when the Gülenist movement dominated the judiciary in agreement with the ruling AKP. This system of Gizli tanık prevents the cross-examination of witnesses and facilitates the pre-trial detention, and subsequent conviction, of all suspects in political cases: all it takes is for a secret witness to testify against them. This practice was first introduced in 2007 in the Ergenekon trials. It was subsequently used against Kurds in the Kurdistan Communities Union (KCK) trials in 2009. It continues to be used in various court cases today. It was this “secret witness” that was used by the authorities to bring charges of corruption and terrorism against Imamoglu. Mayors dismissed and replaced by power-appointed administrators (Kayyum) Our second term, kayyum, refers to the crucial figure of the “guardian”. In Turkey, it refers to a person appointed by a court or civil authority to manage property, particularly real estate, or an institution. This measure comes into play when the head of an institution is unable to perform his or her duties or is removed from office for reasons defined by law. The application of kayyum appointments to municipalities in Turkey was legalized by decree-law no. 674, published on September 1, 2016, during the state of emergency instituted after the attempted putsch of July 15, 2016. This decree gave the Ministry of the Interior the power to remove mayors accused of being linked to terrorist organizations and appoint administrators in their place. Following the adoption of this regulation, many municipalities, particularly those run by the pro-Kurdish HDP party, were placed under administrative guardianship. Since 2016, a total of 160 kayyum appointments have been made. Among the charges against Imamoglu is the existence of an electoral agreement, dubbed the “Urban Pact”, concluded with the HDP ahead of the 2024 municipal elections. Paradoxically, this accusation comes at a time when the government is conducting behind-the-scenes negotiations with Abdullah Öcalan, the historic leader of the PKK, with a view to disarming the Kurdish movement. At dawn on March 23, 2025, the judge ordered that Ekrem Imamoglu be remanded in custody on the charge of “corruption”, while the charge of “terrorism”, the only one that would allow the appointment of a kayyum in Istanbul, remained under discussion. Gezi Park: reminiscences of the 2013 mobilization Our third term is Gezi, which literally means “promenade”. It refers to a park in the heart of Istanbul, adjacent to Taksim Square, a mecca for political mobilization. The “Gezi movement” refers to a wave of protest that erupted in Turkey in May 2013 following an urban redevelopment project threatening this park, one of the few green spaces in central Istanbul. Initially led by environmentalists, the mobilization quickly turned into a vast protest movement against the government of Recep Tayyip Erdogan, accused of authoritarianism and increasing interference in public life, with the desire to demolish the park being equated with a desire to deprive the opposition of a traditional gathering place. The protest was violently repressed by the police, and Gezi became a symbol of democratic resistance in Turkey, marking a lasting rift between the authorities and a section of civil society. The current protests are reminiscent of this movement in certain respects, but this time the motivation is strictly political. The aim is to denounce, above all, the manipulation of democratic rules by those in power. The participation or otherwise of Kurdish circles in these events is not insignificant. Whereas in 2013, Kurds only mobilized individually, in the context of the peace process with the AKP, today, the pro-Kurdish DEM party (which replaced the HDP in 2023), could officially lend its support to the pro-Imamoglu rallies. With its former leader Selahattin Demirtas, behind bars since 2016, sentenced last year to 42 years in prison, and Öcalan himself recently calling for the PKK's self-dissolution, DEM's position is being closely scrutinized. If the Kurds, in an organized way, join the protests in favor of Ekrem Imamoglu, the new movement has a chance of succeeding. On the other hand, if, as in Gezi, Kurdish political organizations - first and foremost the DWS and PKK - are reluctant to interfere with the ongoing peace process with Ankara, then the disorganized youth will once again find themselves helpless in the face of tear gas. Of course, it's up to the CHP to lead the movement. But the militant experience of the Kurdish movement far exceeds that of the middle-class youth who support the CHP; too individualistic, insufficiently committed, these citizens have much to learn in terms of mobilization from the Kurds, who have been fighting for decades. Bad loser (Mızıkçılık) Translation: “Refusing defeat, changing the rules during the game and using bad faith to consolidate power.” In plain English, it's the sore loser who doesn't accept defeat even before being defeated! This term is widely used by demonstrators to refer to the AKP's behavior - behavior reminiscent of that of the same party almost ten years ago. After the June 2015 parliamentary elections in Turkey, the AKP had lost its absolute majority, but violence provoked by both the PKK and military forces, notably linked to the Kurdish question, had disrupted the political process. This situation had created a climate of insecurity and instability, leading to early elections in November 2015; these would enable the AKP to regain an absolute majority, strengthening Recep Tayyip Erdogan's position. Today, this tactic can be applied again to remove a potential opponent before the next elections. A new element has been added to this complex picture: the solidarity with Imamoglu shown by many Western mayors, who publicly denounce the attack on democratic principles and respect for the rule of law in Turkey. But could this support be manipulated by the Turkish government for propaganda purposes? In a climate where every gesture of international support is scrutinized, it is clear that this solidarity could be misused to reinforce the image of an isolated country, or to distract attention from the real domestic issues at stake. Ultimately, the situation in Turkey remains extremely fragile. In Istanbul, a metropolis of over 15 million inhabitants, the gamble of neutralizing a political opponent of this caliber entails considerable risks, especially in a context where youth and academics are mobilizing with vigor. Marked by unpredictable reversals, Turkey's trajectory leaves open the possibility that popular resistance will eventually force the government to back down, allowing Imamoglu to retain a promising political future beyond his current goals. But we said the same for Selahattin Demitas, who has been in prison for almost... ten years.

Defense & Security
Maputo, Mozambique - May 18, 2024: A man dressed in a Mozambican flag addresses the crowd with a megaphone during a demonstration, while participants hold banners in support of their cause

Mozambique: when will the massacre end?

by Michel Cahen

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Since independence on June 25, 1975, Frelimo has made Mozambique its private preserve for 50 years. After having been the only authorized party in the country (from 1975 until the introduction of a multi-party system in 1992), it then systematically defrauded all elections, with the partial exception of the very first ones organized by the UN in 1994. But after the last general elections in October 2024, the fraud provoked a real popular revolt. The authorities reacted by unleashing a ruthless crackdown on the protesters, which continues to this day, without any notable reaction from the international community. On October 9, 2024, Mozambique held its seventh general elections (provincial, legislative and presidential) since the introduction of a multi-party system in 1992. Official results gave a clear victory to Frelimo (Mozambique Liberation Front) candidates, including presidential candidate Daniel Chapo, elected with 70% of the vote (later reduced to 65%). According to international and independent national observers, these were the most fraudulent elections the country had ever seen. A large part of the population is convinced that, in reality, it was the opposition candidate Venâncio Mondlane, officially credited with 20% of the vote (then 24%), who won the election. Admittedly, this is not the first time that Frelimo, in power without interruption since 1975, has maintained itself through fraud and, beyond that, through the complete fusion of party and state, as in the days of the single party (1975-1992), through the systematic practice of authoritarian clientelism (people live much better with a Frelimo card than without it or with another party's card!) and, finally, through the assassination of opponents. This time, however, there was a genuine revolt, rather than resignation, against the lack of respect for the people's dignity shown by electoral fraud. Fifty years of authoritarian paternalism In 1975, Mozambique gained independence and the Frelimo, officially of “Marxist-Leninist” orientation, which drew its legitimacy from its struggle against Portuguese colonial rule, came to power. This was followed by a long civil war (1977-1992) between Frelimo and the Mozambique National Resistance (Renamo), which shaped the country's political life for a long time to come. Although the conflict had internal roots in the authoritarian, anti-peasant modernization policies of the government, the Renamo guerrilla movement was supported by the apartheid regime of neighboring South Africa. The violence was terrible, on both sides, but after the war, particularly in the cities (and especially in the South), even disgruntled people would never have voted for Renamo, seen in the hegemonic discourse as the party of “armed bandits”. However, particularly in the inner cities, the middle-class electorate began to vote for a third party, the Democratic Movement of Mozambique (MDM), which emerged from a split in Renamo and would very likely have won the 2013 municipal elections in the capital Maputo - were it not for a timely power cut when the ballots were being counted. The head of the list was Venâncio Mondlane, then a popular TV and radio commentator. In the 2014 legislative elections, against a backdrop of renewed internal warfare, Renamo doubled its number of votes (from 16 to 36.61%) and deputies (from 49 to 89 out of 250) compared to the 2009 ballot. But in 2018 (municipal elections) and 2019 (general elections, 21.48% of the vote and 60 deputies), this boom was shattered by the machinery of the state apparatus. The fraud took place well before the elections: the electoral census counted more voters than inhabitants in the pro-power Gaza province, but far fewer in some others. The systematic intimidation of voters (by collecting their voter card numbers) was highly effective. Non-Frelimo observers were rarely accredited, while Frelimo observers flocked to polling stations in their thousands, and so on. Even so, it was clear that this time Renamo had actually won the elections in Maputo and Matola, the other major southern city and historic Frelimo stronghold. But Renamo didn't really organize any protests, despite spontaneous youth marches, playing the legalism card and awaiting the results of its appeals to appeal institutions totally controlled by Frelimo. The Venâncio Mondlane phenomenon and the revolt of Mozambican society With the passing of the years and the passing of generations, we could see that, even in the cities of the South, disaffected voters no longer hesitated to vote for Renamo: memories of the civil war were no longer politically structuring. But Renamo was weakened by the death of its historic leader, Afonso Dhlakama, in 2018, and by the appointment as new president of a former guerrilla general, Ossufo Momade, who proved to lack initiative and leadership. Momade prevented Venâncio Mondlane from being Renamo's candidate in the presidential election of October 2024, but Mondlane ran as an independent, as a new type of candidate, a civilian, an educated man from the city, and also an evangelical (a religious current on the rise in the country). Massively, the Renamo and MDM electorates switched to this new candidate, all the more easily as their previous votes were not so much in favor of these two parties as, above all, against Frelimo. They changed tools. Venâncio Mondlane's campaign, though without a seasoned party to back him, was far better organized than Renamo's had been before. He set up a systematic parallel vote-counting system, with computer equipment, etc., in charge of collecting the thousands of minutes as soon as the counting was completed. This enabled him to claim that he had won the elections with 70% of the vote, whereas the official results gave him around 20%. What is certain is that the frauds were innumerable and that the popular conviction of a totally biased result was widespread. Venâncio Mondlane immediately called for “victory parades”, which were hardly tolerated by the authorities, who were claiming victory for their candidate, Daniel Chapo, an apparatchik who was virtually unknown before the election campaign.  The turning point came on October 19, 2024, when two leaders of Venâncio Mondlane's campaign, Elvino Dias and Paulo Guambe, were murdered in the street and in their car, most probably by members of the Special Operations Group of the Rapid Intervention Unit (UIR, militarized police), known locally as the “death squads”. This was a warning to Venâncio Mondlane, who had just called a general strike. From then on, the situation shifted from demonstrations against electoral fraud, such as often occur in various African countries, to a revolutionary process. The permanent mobilization of very poor people, young boys leading demonstrations, young girls organizing prayers in the streets, was observed all over the country, including the small bush towns, where they receive the news from time to time. The middle classes in the “cement districts” were not to be outdone: although they didn't take part in the demonstrations, they did “casserolades” (banging pots during protests) from their windows for hours on end. A very important feature was the complete absence of any ethnic dimension: of course, the civil war had never been inter-ethnic, but Frelimo tended to be the party of the south and the cities, and Renamo the party of the north and the bush. The fact that Venâncio Mondlane was from the South did not prevent demonstrations from taking place everywhere, including in the North, which had already been affected by jihadist guerrilla warfare. The authorities accused the demonstrators of looting stores, but the police were also seen looting... and real shots were fired multiple times. The official proclamation of the results and the announced failure of the last appeals, followed by the inauguration of the official president, Daniel Chapo, on January 15, 2025, did not weaken the mobilization. Venâncio Mondlane, who now considered himself to be the “people's president” and “elected president” rather than the “invested president”, began a tour of the country, gathering large crowds even in the regions most loyal to Frelimo. A new turning point in the revolutionary process began to emerge: people were no longer demonstrating against fraud, but rather against the high cost of living - Mondlane had issued a “decree” to lower the price of cement and other products, and people were mobilizing to enforce it. Communities revolted against the international companies that had set up in the country at the behest of the authorities, because compensation for lost land and homes, mentioned in “contracts” accepted under great pressure, was not respected; protests against the enormous pollution of the Moatize open-cast coal mines regained vigor; the destruction of sacred woods -cut down to avoid interfering with oil sands exploitation- was no longer forgiven. More or less, the entire Frelimo state was challenged, and the revolution underway went from being simply democratic to being social. And the price already paid is heavy: 353 proven deaths, including children or very young boys, or simple passers-by; no doubt at least 40 deaths among Venâncio Mondlane's local executives, like these two young men murdered in their car, at that time, outside any demonstration, in Massinga (Inhambane province), on the night of March 8, 2025, having fallen into an authentic ambush. Massinga had been a hotbed of opposition to the government in the south of the country for the previous few days. Thousands wounded (the number is put at 3,000, but this figure mainly concerns the wounded in the major cities), thousands arrested, many missing (including journalists)... Silence, we kill This revolutionary process took place without any involvement from the opposition parties, who agreed to send their elected deputies to sit in Parliament, while Mondlane called for a boycott. Another notable development was the remobilization of the Naparamas in the provinces of Nampula and Zambézia. The Naparamas are a historic phenomenon in Mozambique, magical peasant militias (vaccinated against bullets) armed with bows and arrows. At the end of the civil war, in exhausted societies, they acted mostly in favor of Frelimo against Renamo. But although they never completely disappeared, this time they have remobilized to serve the mobilized people, whom they seek to protect from the militarized police. Despite their “vaccinations”, they are harshly repressed by the heavily armed police. Faced with this outpouring, the authorities signed a reconciliation agreement with all the political currents... except Mondlane. On the very day the agreement was signed, March 5, 2025, a demonstration in Maputo attended by Mondlane was attacked with live ammunition by the UIR, killing four people and wounding others. At the same time, the official president has hardened his rhetoric. At his first public meeting after his investiture, in Pemba (north) on February 24, 2025, he proclaimed that “even if blood has to be shed to defend the homeland against demonstrations, we will shed blood. We will fight terrorism, fight the Naparamas and fight the demonstrations”, equating any form of challenge to power with jihadism, which has been rampant in the North since 2017. It's important to understand that, in the context of a state that has been totally fused with the party for fifty years, an authoritarian party ready to do anything to keep power, when a president publicly says “we will spill blood”, he then has no need to give the order to kill to the intermediate and local echelons of his forces of repression. They've heard the order. Power is ready for a bloodbath to defeat the social revolution in progress. Who will stop it? What is the international community saying, what are the foreign embassies in Maputo saying?

Defense & Security
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Boost for the defense industry - Seven short-term proposals for a competitive domestic defense sector

by Dr. Christina Catherine Krause , Dr. Jan Cernicky

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском ' Germany and Europe must invest more in defense and deterrence capabilities to assert and maintain themselves. This requires substantial and long-term investment in our armed forces, in research and development, in infrastructure, material and personnel. ' Various analyses indicate that the upcoming significant increase in defense spending is a fantastic opportunity for German industry. However, despite the high demand, it is very hesitant to transfer its partially idle capacities to the lucrative defense sector. ' To strengthen the competitiveness of the German defense industry and thus benefit from lower prices through mass production, better use should be made of the advantages of the EU internal market. ' Germany has globally unique knowledge and unparalleled production networks in many sectors that are needed to produce defense equipment. At the same time, many of these sectors are currently in crisis and have spare capacity. ' At the same time, sustainable and long-term financing of military procurement is essential, which is primarily achieved through long-term contracts or purchase guarantees. ' Such measures should also contribute to a change in mentality so that employees, customers, and financiers increasingly perceive the defence industry as a positively valued industrial sector. Defense capabilities: Investment is essential. President Donald Trump has made it clear that the United States no longer sees itself as a security guarantor for Europe. While the USA is scheduling talks with Russia on the future of Ukraine, there is great concern in Europe about new arbitrary border demarcations: a division of Europe. The Munich Security Conference has ruthlessly exposed the USA's disengagement from Europe and the breakdown in values between the EU and the Trump administration. Since then, developments have become thick and fast. There are fears of the end of the transatlantic partnership and the US reneging on its NATO commitment. However, it has long been clear that Germany and Europe must invest more in deterrence and defense capabilities to assert and maintain themselves and can no longer be free riders for the USA. The EU is not helpless: the accumulated economic power of the EU states is equal to that of the US and ten times that of Russia. However, defense capability requires considerable and long-term investment in the armed forces, in research and development, in infrastructure, material and personnel. Closing capability gaps is the top priority. With this goal in mind, the procurement of fighter jets, drones, transport and combat helicopters, air defense systems, infantry fighting vehicles, transport vehicles, submarines, corvettes and much more has been commissioned over the past three years. So far, however, only the essentials have been ordered and made up for, which have been neglected for years. The defense industry: fragmented and underfunded Despite clear analyses, good plans and declarations of intent, the European defense industry remains underfunded and fragmented, according to the Draghi Report1. As of 2023, for example, the European NATO states were operating nineteen different battle tanks, twenty different fighter aircraft and ten diverse types of submarines. Projects for joint development and production revealed some insurmountable hurdles, as the FCAS example shows. Europe has so far benefited little from the additional funds for defense: between mid-2022 and mid-2023, 78% of total procurement expenditure went to non-EU companies, 63% of which went to the USA. In this respect, it is particularly important to strengthen domestic and European industry. To remain competitive, investments must be made at increasingly shorter intervals. Development cycles are becoming shorter and shorter - as can be seen in drone production, for example. The potential of an integrated European defense is huge! The new and first-time EU Commissioner for Defense and Space, Andrius Kubilius, has set himself the goal of exploiting this potential. In March 2025, he will present the first White Paper on the future of European defense. Various analyses indicate that the upcoming significant increase in defense spending is a terrific opportunity for German industry. It has been calculated that an increase in defense spending to 3 percent of GDP would increase economic output by 1 to 1 ½ percent.2 It is clear that economic output in Germany will only increase as a result of defense spending if domestic manufacturers or suppliers are involved in the production of the goods in question. However, despite the high demand, German industry is very hesitant to shift its partially idle capacities into the lucrative armaments sector. Why is that? Germany: in a particularly good technological position In terms of technical capabilities and the necessary production capacities, Germany is fundamentally in a particularly acceptable position. Traditional companies as well as young, agile start-ups are thriving on the market. The country has unique expertise and unparalleled production networks in many sectors that are needed to produce defense equipment. This applies, for example, to vehicle construction, mechanical engineering, the chemical industry, the metal industry, the aerospace industry, and automation technology. At the same time, many of these sectors are currently in crisis - primarily due to the transformation in the automotive industry - and have spare capacity. With a view to the goal of expanding the production of defence equipment in Germany quickly, resiliently, and efficiently, there is immense potential here that can be realized quickly and operated economically. In December 2024, the Stockholm International Peace Research Institute (SIPRI) showed that the global defense industry will continue to grow by 4.2 percent in 2023. Four German companies are among the top 100 companies worldwide: Rheinmetall (26), ThyssenKrupp (66), Hensoldt (73) and Diehl (83), as well as three European companies: Airbus (12), MBDA (33) and KNDS (45).3 At the top of the global list are companies from the USA, the UK, Russia and China. Some of them focus entirely on armaments or on dual use, as the example of Boeing shows. There is potential in Germany and Europe that needs to be tapped into now to secure the continent. However, many details have so far stood in the way from the point of view of the private sector. Defense industry: obstacles Industry often waited a long time for contracts, sometimes in vain. While Russia switched to a war economy, Germany missed a real turning point. There is a lack of reliable commitments from the German government regarding long-term financing for procurement. This is because companies only invest in new capacities if they can assume that these can be utilized profitably for at least ten years. In addition, social acceptance of the arms industry remains low. Companies not previously active in the armaments sector - for example in the automotive industry - fear that employees, customers, and investors will be skeptical about a shift towards weapons production. However, tank manufacturer KNDS has shown that there is another way with its takeover of Alstom's former locomotive plant in Görlitz. The financing of armaments projects is still more expensive than for civilian projects. This is also due to the EU's taxonomy, which, despite a recent weakening, still makes investment in armaments more difficult. This increases financing costs and may make projects completely unprofitable. The production of armaments is also subject to significantly more regulations than civilian production, which is justified. However, it should be possible to significantly reduce the regulations to the absolute minimum necessary without reducing safety. It is also often overlooked that the defence industry can hardly take advantage of cross-border supply chains - the core of German industry's high competitiveness. This is due to different export licenses in European countries. As a result, there is an incentive to keep supply chains in one's own country. Synergies from mass production based on the division of labor cannot be promoted in this way, and as a result, armaments are still often manufactured products with correspondingly soaring prices. Finally, there are still civilian clauses that prohibit universities from conducting research on military issues and purposes and from cooperating with the arms industry. This cuts the arms industry off from the traditional path of innovation. Seven viable solutions The following measures could enable the arms industry to ramp up its production capacities quickly and become much more competitive: 1. The immense economic advantages of the EU internal market can only be exploited if there is a significant simplification and standardization of export rules for the arms industry. Up to now, most German-made systems used in the Bundeswehr can only be exported to other NATO or EU partners without any problems. However, it is desirable for European producers to be able to specialize and focus on the global market so that they can achieve the competitiveness that otherwise characterizes the German export industry. This requires European supply chains, which has hardly worked in the military sector to date due to the strict German export regulations, as the participation of a German company is tied to strict arms export regulations. The term german-free has been a selling point at international arms fairs to date, as this is the only way to guarantee smooth deliveries and maintenance of military equipment. The possibility of exporting to third countries such as Israel, Japan or South Korea would bring advantages: Bundeswehr weapons systems and spare parts would become cheaper due to economies of scale. 2. Further European and German regulations should be revised immediately. These include the sustainability directive in the financial taxonomy, the dual-use regulation and many particularly stringent requirements for the arms industry, whose production in many cases hardly differs from other branches of industry (only a few companies work with explosives or other hazardous materials). Special economic zones for arms production would also be conceivable, in which selected regulations and rules would not apply or would apply differently than otherwise. 3. Long-term contracts of the federal government for arms purchases should be secured by a robust and sustainable regular defense budget. 4. For other equipment (ammunition, protective equipment, light vehicles, etc.), Europe-wide tendered purchase guarantees are a much better means than "priority procurement in Germany". Ideally, the Bundeswehr would conclude a contract with more than one company that stipulates that a certain quantity of military equipment must be purchased at a minimum price - even if the item in question can be bought more cheaply on the world market. On the other hand, the company guarantees a maximum price at which it must sell the specified quantity to the Bundeswehr - even if the prices on the world market are higher. It is right to put such contracts out too tender throughout Europe and to take advantage of the EU single market. The German (supplier) industry is so strongly positioned in Europe that it participates in a substantial proportion of production. With reference to the safety aspects that apply here, the associated exclusion of non-European producers is WTO-compliant. 5. In view of the above, regulations that stipulate procurement only from Germany or provide for quotas of domestic production should be dispensed with. 6. KfW should provide credit lines for the conversion of existing industrial plants into defense plants. 7. Civil clauses should be abolished. This should ensure for all researchers at universities and colleges that third-party funding and other sources of financing will not be reduced or completely cut if they decide to cooperate in research with the defense industry. Conclusion The measures would strengthen the competitiveness of the German defense industry and deepen cooperation between EU states. They should also contribute to a change in mentality so that employees, customers, and financiers increasingly perceive the defense industry as a positively valued industrial sector. This should be flanked by political communication and, if necessary, marketing measures. With an appropriate policy that focuses on incentives and not on detailed regulations, several goals could be achieved at the same time: German industry could grow again in its traditional sectors, the Bundeswehr would be able to procure urgently needed equipment and material for its defense and deterrence capabilities faster and more cheaply, the European Union could grow closer together and Europe's security in these turbulent times would be strengthened. References 1 The Draghi report on EU competitiveness, 9. September 2024. 2 Vgl. EY, Dekabank: Wirtschaftliche Effekte europäischer Verteidigungsinvestitionen. Februar 2025 und Ethan Ilzetzki: Guns and Growth: The Economic Consequences of Defense Buildups. Kiel Reports Nr.2/2025, Kiel Institute for World Economy. 3 The SIPRI Top 100 Arms-producing and Military Services Companies, 2023 | SIPRI, Dezember 2024.

Defense & Security
WASHINGTON D.C., USA - FEBRUARY 4, 2025: US President Donald Trump greets Israeli Prime Minister Benjamin Netanyahu as he arrives at the White House.

Greater Israel: Trump and Netanyahu's race to the abyss

by Pierre Firode

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The plans of the President of the United States and the Prime Minister of Israel can only weaken the Hebrew State's last regional allies. The expulsion of Palestinians from Gaza -which the breakdown of the truce by Israeli forces on 17 March is intended to provoke- could lead, by a domino effect, to the Muslim Brotherhood coming to power in Egypt, while the annexation of the West Bank could have the same consequences in Jordan. The warmongering policy of the Netanyahu government has profoundly altered the strategic balance of power in the Middle East in favour of the Jewish state. Operation ‘Iron Swords’ in Gaza has considerably reduced the military capabilities of Hamas, which is said to have lost between 15,000 and 20,000 men and almost all its leaders. Hezbollah, decapitated, deprived of thousands of fighters and of its anchorage points south of the Litani river, is no longer able to maintain a sufficient threat to dissuade Israel from directly attacking its Iranian sponsor. And the collapse of Bashar Al-Assad's regime has completed the Iranian-led ‘axis of resistance’. Against this backdrop of a reversal of the strategic balance of power totally in Israel's favour, the Netanyahu government, spurred on by its radical wing embodied by Bezalel Smotrich and Itamar Ben-Gvir, could consider ‘settling’ the Palestinian question once and for all. To do so, he would have to continue the process of colonising the West Bank and force the Palestinians to abandon the Gaza Strip, in line with Donald Trump's announcements. Assured of the support of the White House, with no regional adversaries capable of standing up to him militarily, Netanyahu could, driven by a certain hubris, lay the foundations for the realisation of a ‘Greater Israel’ extended to Gaza and the biblical ‘Judea-Samaria’, that is the West Bank. Nevertheless, this apparently beneficial dynamic for Israel could, in the medium and long term, position the Hebrew State in a strategic impasse, seriously compromising its security and its chances of building a lasting peace with its neighbours. The resumption of the colonisation process in the West Bank has two very dangerous consequences for Israel: the rise of Hamas in the West Bank and a total discrediting of the Palestinian Authority set up after the 1993 Oslo agreements. Since the start of the war in Gaza in October 2023, demonstrations against the Palestinian Authority have become such a common occurrence that the regime of Mahmoud Abbas can only hold on to power at the cost of increasingly violent repression. In this context, it is hard to see what could prevent Hamas from taking power in the West Bank, which would open up a new front and a colossal new security challenge for Tsahal. The creation of a ‘Greater Israel’, over and above the legal and moral issues it would raise, seems all the more dangerous for the security of the Israeli state as it would weaken two neighbouring regimes which, until now, have contributed as much as possible to regional stability: Jordan and Egypt. The weakening of Jordan's indispensable partner In addition to weakening the Palestinian Authority, i.e. its only Palestinian partner and interlocutor, Israel's policy of relaunching the colonisation of the West Bank could cause a political earthquake in Tel Aviv's other partner: Jordan. The Hashemite kingdom, where almost 60% of the population is descended from Palestinians who fled the Nakba in 1948-1949 and the Israeli conquests after the Six-Day War in 1967, has been living with the rhythm of pro-Palestinian riots since Since 7 October 2023, Jordan has been evolving in sync with pro-Palestinian riots, which express the solidarity of the Jordanian street with the Palestinians, but also echo a sharp criticism of King Adballah's policy of rapprochement with the Jewish state since the Wadi Araba agreements signed by his father Hussein with Yitzhak Rabin in 1994. In fact, Jordan plays an active role in Israel's security by fighting terrorism and the establishment of Hamas in the refugee camps of Zarqa, Baqa, Jabal Al Hussein and Jerach. It also plays a fundamental strategic role in opposing Iran: Iranian missiles and drones all flew over Jordanian skies during the major attack carried out by Iran in April 2024, and Jordanian anti-aircraft defences helped to thwart the Iranian attack. This strategic position between Israel and the Persian Gulf via southern Iraq explains in particular the installation of Western bases such as Azraq, where European (French and German in particular) and American aircraft and air defence equipment are stationed. In the event of a massive Israeli air offensive against Iran's nuclear programme, Jordanian airspace would play an essential role, as it would be an obligatory route for Israeli aircraft on their way to Iran. However, Likud's policy continues to undermine this precious ally for Israel, by strengthening the Muslim Brotherhood, the main opposition force to the Hashemite monarchy. Organised around the Islamic Action Front (IAF), the Jordanian branch of the Brotherhood movement is tolerated by the authorities and has achieved impressive electoral success: after the legislative elections in September 2024, the IAF became the main political force in the Jordanian parliament, winning 31 seats out of 138. This success is all the more spectacular given that the Jordanian electoral system only allows list voting at national level to fill 38 seats, the other 100 being reserved for local notables loyal to the regime and allocated via ballots organised in constituencies where the parties are not represented. The result of last September's Jordanian elections was therefore a veritable tidal wave for the Brotherhood. This phenomenon is essentially explained by the mobilisation of the electorate around the theme of support for Gaza, of which the numerous demonstrations that have shaken Jordan are another symptom. In this context, what would be the consequences for the Hashemite kingdom of stepping up settlement on the West Bank? The massive influx of Palestinian refugees would obviously strengthen the FIA, which is particularly well rooted in the Palestinian diaspora. This situation is all the more explosive in that the descendants of Palestinian refugees, despite having been granted Jordanian nationality, act as a veritable diaspora and refuse to cut ties with their country of origin. The very spectacular demonstrations that took place in the country during the last two weeks of April 2024 are the most recent proof of this. In order to condemn Jordan's aid to Israel in its war against Iran and to express their solidarity with Hamas and the ‘axis of resistance’, Jordanians of Palestinian origin are mobilising in Hiraks, youth movements that have emerged in the post-Arab Spring context, condemning the monarchy's ‘compromises’ with Israel as much as rising prices and unemployment. In this context, the King of Jordan finds himself forced to make his security partnerships with Israel invisible or even to reduce them, and could eventually withdraw from the 1994 Wadi Araba agreements, for fear of seeing social unrest rise and the Muslim Brotherhood inexorably gain in popularity. In the long term, the demographic and political rise of the Palestinian opposition to the Hashemite monarchy threatens the latter's vital prognosis and therefore Israel's security. The return of the Muslim Brotherhood to Egypt and the risk of the collapse of the Al-Sissi regime A similar reasoning can be applied to Egypt, where Marshal Al-Sissi's regime, in place since 2013, would not emerge unscathed from a massive influx of Palestinians from Gaza. The implementation of the Trump plan and the displacement of the two million Gazans in Egypt would considerably strengthen the Muslim Brotherhood in a country where it already holds a majority in public opinion, as demonstrated by the success of Mohamed Morsi in the 2012 elections, and has remained so despite the severe repression it has been the target of since then. By participating in the displacement of Gazans, the regime in Cairo would see itself accused by public opinion of participating in the Israeli colonisation of Gaza, which would lead to a reflex of solidarity on the part of the Egyptian street towards the Palestinians that the Egyptian military regime might not survive. As in Jordan, if Trump's plan for Gaza were to come to fruition, it is hard to see what could stop the Muslim Brotherhood from taking power in Egypt, even if it is currently operating clandestinely and organising itself primarily from abroad (Turkey and Qatar). However, calling into question the 1979 Camp David agreements and the total remilitarisation of the Sinai are undoubtedly the first measures that would be taken by a government aligned with the Muslim Brotherhood, whose anti-Zionism is one of its main guiding principles. In addition to this security disaster for its southern border, Israel would see a new axis of resistance forming around it which, unlike the one currently led by Iran, would be Sunni, more rooted in regional nationalism and would bring together the major powers allied to the Muslim Brotherhood: Turkey, Qatar and HTC's Syria. In this hypothetical context, Israel would be surrounded by enemy states and its survival would once again be threatened, as was the case in the early 1960s before the Six-Day War of 1967. The Trump plan would accentuate the spectacular gap between, on the one hand, an Arab street that is very hostile to the normalisation of relations with Israel and anxious to defend the Palestinian ‘Dar Al Islam’ and, on the other hand, Arab regimes that have become partners or even allies of Israel. The inconsistencies of Trump's Middle East policy should be noted here: on the one hand, he intends to bring Israel closer to its Arab neighbours by extending the Abraham Accords of 2020 (which enabled the normalisation of relations between Israel on the one hand and Morocco, Bahrain, the United Arab Emirates and Sudan on the other), while at the same time nurturing the breeding ground for insurrection on which the ideology of the Muslim Brotherhood is developing. Ultimately, implementing the Trump plan would have disastrous consequences for Israel: turning the streets of Arab countries against their respective governments in a confrontation that could lead to a new Arab Spring under the banner of anti-Zionism. In this respect, it is interesting to note that this scenario had already been anticipated by Ayman Al-Zawahiri, the theorist of Al-Qaeda, at the time of the second intifada : “The opportunity for the jihadist movement to lead the ummah in the jihad for Palestine is greater than ever, because all the secular currents which were outbidding the Palestinian cause and competing with the Islamic movement for the leadership of the ummah in this cause have discovered themselves, in the eyes of the ummah, by recognising Israel's right to exist, engaging in talks and complying with international decisions to liberate what remains of Palestinian territory - or what Israel is willing to give up (the only difference being the amount of crumbs Israel will leave to Muslims and Arabs).” Trump and Netanyahu's plans: a disaster for Israel In conclusion, Trump's and Netanyahu's ‘plans’ for Gaza and the West Bank are not just a breach of international law and do not just raise a moral debate. First and foremost, they appear to be a strategic aberration that could very quickly backfire like a boomerang on the Jewish state. The definitive abandonment by Likud and its extremist allies of the two-state solution, and the resumption of the settlement process in the West Bank and possibly Gaza, are undermining Israel's Arab partners. They put an end to the process of normalisation pursued by Israel towards its neighbours since the Camp David agreements with Egypt in 1979 and could ultimately lead to a return to power of the Muslim Brotherhood in Egypt and the destruction of the Jordanian monarchy, two partners essential to Israel's security. This new anti-Zionist coalition led by the Muslim Brotherhood would be far more dangerous for Israel than the current Iranian-led resistance front. Unlike the Ayatollahs' regime, this new axis of resistance could strike Israel without using proxies, and maintain a climate of permanent insecurity on Israel's borders by hosting the rear bases of terrorist groups or militias fighting the Jewish state on its territory. The dream of a ‘Greater Israel’ remains an ideological chimera in which the security of the Israeli state could be the main victim in the long term.

Defense & Security
Toy soldier on Euro bills banknotes with the European flag. Concept of Rearming plan of Europe.

The ReArm Europe Plan: Squaring the Circle Between Integration and National Sovereignty

by Federico Santopinto

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском In response to the weakening of the Atlantic Alliance and the challenges posed by the war in Ukraine, the Europeans have announced their intention to rearm, leveraging the European Union (EU) as part of this effort. To fully grasp the dynamics unfolding in Brussels—particularly regarding military financing—and to bring order to the myriad of initiatives launched in this field in recent years, it is essential to take a step back. ReArm Europe: Prioritizing National Over European Financing For several years now, the EU has developed new competencies to support and strengthen Europe’s defense industrial base. Since 2017, it has introduced various programs aimed at funding collaborative defense projects among member states, including the European Defence Fund (EDF) and the upcoming European Defence Industrial Programme (EDIP)—the latter still under negotiation. These programs, managed by the European Commission and financed through the EU’s ordinary budget, have remained relatively limited in scope. So far, member states have been reluctant to allow the European executive to gain too much influence in this area, which they consider a matter of national sovereignty. However, the evolving geopolitical landscape—particularly the rapprochement between the United States and Russia—has underscored the urgency for European countries to pursue strategic autonomy by increasing their military spending and by joining forces through their common defense policies. Consequently, they have asked the Commission to explore ways to support defense sector investments while maintaining national control over decision-making. On March 6, 2025, the Commission proposed a plan called ReArm Europe, in an attempt to square the circle desired by the Member States, namely reconciling the principle of national sovereignty with the need to act together. At this stage, the plan does not directly expand the existing EU defense support programs, such as the EDF or the future EDIP. Decisions regarding funding for these programs will be made in the coming months as part of the negotiations for the next Multiannual Financial Framework (2028–2034). Instead, ReArm Europe focuses on facilitating national military budget increases while ensuring a degree of European coordination. Five Key Measures of ReArm Europe To achieve this balance, the Commission has proposed five key measures: • Activating the Stability and Growth Pact’s escape clause—which allows member states to exceed deficit and debt limits during crises. Under this proposal, countries could be allowed to increase their military budgets to up to 1.5% of GDP without this expenditure being counted in their national deficits. This measure could generate an estimated €650 billion over four years for defense spending.• Raising €150 billion through EU-issued bonds, which would then be lent to member states at low-interest rates and with long repayment terms. This funding would support pan-European military projects, such as air defense systems, by pooling demand and enabling joint procurement. Some of the military equipment financed through this mechanism could also be sent to Ukraine.• Facilitating the use of cohesion funds for defense investments. In this regard, it should be recalled that Member States remain free to decide whether or not to use the cohesion funds due to them for defense. These, in fact, must finance projects that are identified by the Member States and their local entities, although they must subsequently be approved at EU level.• Creating a European savings and investment union to encourage private financial institutions to support the military industry—something they have been reluctant to do.• Expanding the European Investment Bank’s (EIB) role in defense financing. Currently, the EIB can only fund dual-use (civilian and military) projects. The proposal seeks to lift restrictions on military financing entirely. However, this issue has been debated for years, and since the EIB’s board of directors comprises member states that make decisions unanimously, the Commission has no direct authority over this matter. The Risk of a Counterproductive Outcome The plan could undoubtedly strengthen European defense, but it could also weaken it. Much will depend on the technical details, as yet unknown, that will be adopted to implement it. To understand this point, it is worth recalling that the ultimate purpose of EU action on armaments is to reduce the fragmentation of the European defense industrial base, in order to consolidate it and make it more competitive. The EU must create a critical mass in terms of defense capabilities and technologies that will enable Europeans to stand up to the world’s major powers together. However, if ReArm Europe simply leads to increased national military spending without coordination or a common EU strategy, it could produce the opposite of the intended effect. In such a scenario, each country would finance its own defense industry in isolation, exacerbating fragmentation and duplication of efforts, rather than strengthening Europe’s collective military capabilities. Difficult Questions That Are Still Waiting for an Answer The technical and regulatory details that will be adopted to implement the ReArm Europe plan will determine whether it will serve a European strategy or whether it will be nothing more than a futile attempt to water the desert sand. Several contentious issues remain to be addressed—particularly regarding the proposed exemption from the Stability and Growth Pact. These questions can be grouped into three main categories: What Types of Defense Expenditures Will Be Exempt from Deficit Calculations? The EU must clarify which military expenditures will be excluded from national deficit calculations and which will still count: Will ReArm Europe apply only to investment spending (e.g., R&D, acquisitions), or will it also cover operational costs (e.g., salaries, training, deployment expenses)? 1.Under What Conditions Will Defense Spending Be Exempt? The EU will also have to define the conditions under which arms expenditure will not be taken into account in the deficits: • Will Member States have to invest in equipment identified as a priority at EU level, or will they be able to finance whatever they want without coordination within the EU?• Will they have to do so through trans-European collaborative projects or not?• What about European preference and eligibility criteria? Will they have to use this money to produce or purchase European equipment, or will they also be able to equip themselves abroad? Who Will Decide? Finally, the issue of decision-making power remains unresolved: • To what extent will the European Commission have discretion in determining which military expenditures qualify for exemption?• Will the Commission have the authority to reject certain expenditures if they do not align with EU strategic objectives?• For EU-backed loans, how will the projects to be financed be selected? The negotiations that will have to be initiated within the EU to answer these questions will not be easy. Behind their bureaucratic appearance lie the perennial political and existential challenges that have plagued European defense since its inception: What level of integration are the member states prepared to accept? What role should Brussels and the Commission play? The squaring of the circle is far from resolved.