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Diplomacy
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US backs Nato’s latest pledge of support for Ukraine, but in reality seems to have abandoned its European partners

by Stefan Wolff

Recent news from Ukraine has generally been bad. Since the end of May, ever larger Russian air strikes have been documented against Ukrainian cities with devastating consequences for civilians, including in the country’s capital, Kyiv. Amid small and costly but steady gains along the almost 1,000km long frontline, Russia reportedly took full control of the Ukrainian region of Luhansk, part of which it had already occupied before the beginning of its full-scale invasion of Ukraine in February 2022. And according to Dutch and German intelligence reports, some of Russia’s gains on the battlefield are enabled by the widespread use of chemical weapons. It was therefore something of a relief that Nato’s summit in The Hague produced a short joint declaration on June 25 in which Russia was clearly named as a “long-term threat … to Euro-Atlantic security”. Member states restated “their enduring sovereign commitments to provide support to Ukraine”. While the summit declaration made no mention of future Nato membership for Ukraine, the fact that US president Donald Trump agreed to these two statements was widely seen as a success. Yet, within a week of the summit, Washington paused the delivery of critical weapons to Ukraine, including Patriot air defence missiles and long-range precision-strike rockets. The move was ostensibly in response to depleting US stockpiles. This despite the Pentagon’s own analysis, which suggested that the shipment – authorised by the former US president Joe Biden last year – posed no risk to US ammunition supplies. This was bad news for Ukraine. The halt in supplies weakens Kyiv’s ability to protect its large population centres and critical infrastructure against intensifying Russian airstrikes. It also puts limits on Ukraine’s ability to target Russian supply lines and logistics hubs behind the frontlines that have been enabling ground advances. Despite protests from Ukraine and an offer from Germany to buy Patriot missiles from the US for Ukraine, Trump has been in no rush to reverse the decision by the Pentagon.   Another phone call with his Russian counterpart, Vladimir Putin, on July 3, failed to change Trump’s mind, even though he acknowledged his disappointment with the clear lack of willingness by the Kremlin to stop the fighting. What’s more, within hours of the call between the two presidents, Moscow launched the largest drone attack of the war against Kyiv. A day later, Trump spoke with Zelensky. And while the call between them was apparently productive, neither side gave any indication that US weapons shipments to Ukraine would resume quickly. Trump previously paused arms shipments and intelligence sharing with Ukraine in March, 2025 after his acrimonious encounter with Zelensky in the Oval Office. But the US president reversed course after certain concessions had been agreed – whether that was an agreement by Ukraine to an unconditional ceasefire or a deal on the country’s minerals. It is not clear with the current disruption whether Trump is after yet more concessions from Ukraine. The timing is ominous, coming after what had appeared to be a productive Nato summit with a unified stance on Russia’s war of aggression. And it preceded Trump’s call with Putin. This could be read as a signal that Trump was still keen to accommodate at least some of the Russian president’s demands in exchange for the necessary concessions from the Kremlin to agree, finally, the ceasefire that Trump had once envisaged he could achieve in 24 hours. If this is indeed the case, the fact that Trump continues to misread the Russian position is deeply worrying. The Kremlin has clearly drawn its red lines on what it is after in any peace deal with Ukraine. These demands – virtually unchanged since the beginning of the war – include a lifting of sanctions against Russia and no Nato membership for Ukraine, while also insisting that Kyiv must accept limits on its future military forces and recognise Russia’s annexation of Crimea and four regions on the Ukrainian mainland. This will not change as a result of US concessions to Russia but only through pressure on Putin. And Trump has so far been unwilling to apply pressure in a concrete and meaningful way beyond the occasional hints to the press or on social media. Coalition of the willing It is equally clear that Russia’s maximalist demands are unacceptable to Ukraine and its European allies. With little doubt that the US can no longer be relied upon to back the European and Ukrainian position, Kyiv and Europe need to accelerate their own defence efforts. A European coalition of the willing to do just that is slowly taking shape. It straddles the once more rigid boundaries of EU and Nato membership and non-membership, involving countries such as Moldova, Norway and the UK. and including non-European allies including Canada, Japan and South Korea. The European commission’s white paper on European defence is an obvious indication that the threat from Russia and the needs of Ukraine are being taken seriously and, crucially, acted upon. It mobilises some €800 billion (£690 billion) in defence spending and will enable deeper integration of the Ukrainian defence sector with that of the European Union. At the national level, key European allies, in particular Germany, have also committed to increased defence spending and stepped up their forward deployment of forces closer to the borders with Russia. US equivocation will not mean that Ukraine is now on the brink of losing the war against Russia. Nor will Europe discovering its spine on defence put Kyiv immediately in a position to defeat Moscow’s aggression. After decades of relying on the US and neglecting their own defence capabilities, these recent European efforts are a first step in the right direction. They will not turn Europe into a military heavyweight overnight. But they will buy time to do so.

Energy & Economics
Alternative or renewable energy financing program, financial concept : Green eco-friendly or sustainable energy symbols atop five coin stacks e.g a light bulb, a rechargeable battery, solar cell panel

The Success of Climate Change Performance Index in the Development of Environmental Investments: E-7 Countries

by Başak Özarslan Doğan

Abstract Climate change is considered to be one of the biggest problems acknowledged globally today. Therefore, the causes of climate change and solutions to this problem are frequently investigated. For this reason, the purpose of this study is to empirically examine whether the ‘Climate Change Performance Index’ (CCPI) is successful in increasing environmental investments for E-7 countries with the data for the period of 2008–2023. To achieve this aim, the Parks-Kmenta estimator was used as the econometric method in the study. The study findings provide strong evidence that increases in the climate change performance support environmental investments. High climate change performance directs governments and investors toward investing in this area; therefore, environmental investments tend to increase. The study also examined the effects of population growth, real GDP and inflation on environmental investments. Accordingly, it has been concluded that population growth and inflation negatively affect environmental investments, while GDP positively affects environmental investments. 1. Introduction There is a broad consensus that the main cause of climate change is human-based greenhouse gas emissions from non-renewable (i.e., fossil) fuels and improper land use. Accordingly, climate change may have serious negative consequences as well as significant macroeconomic outcomes. For example, an upward trend of temperatures, the rising sea levels, and extreme weather conditions can seriously disrupt the output and productivity (IMF, 2008a; Eyraud et al., 2013). Due to the global climate change, many countries today see environmental investments, especially renewable energy investments, as an important part of their growth strategies. Until recent years, the most important priority of many countries was an improvement in the economic growth figures. Still, the global climate change and the emergence of many related problems are now directing countries toward implementing policies which would be more sensitive to the environment and would ensure sustainable growth rather than just increase the growth figures. (Baştürk, 2024: 327). The orientation of various countries to these policies has led to an increase in environmental investments on a global scale. A relative rise of the share of environmental investments worldwide is not only a medium-term climate goal. It also brings many new concepts to the agenda, such as an increasing energy security, reduction of the negative impact of air pollution on health, and the possibility of finding new growth resources (Accenture, 2011; McKinsey, 2009; (OECD), 2011; PriceWaterhouseCoopers, 2008; Eyraud et al., 2013). Today, environmental investments have a significant share in energy and electricity production. According to the World Energy Outlook (2023), investments in environmentally friendly energies have increased by approximately 40% since 2020. The effort to reduce emissions is the key reason for this increase, but it is not the only reason. Economic reasons are also quite strong in preferring environmental energy technologies. For example, energy security is also fundamentally important in the increase in environmental investments. Especially in fuel-importing countries, industrial plans and the necessity to spread clean (i.e., renewable) energy jobs throughout the country are important factors (IEA WEO, 2023).  In economic literature, environmental investments are generally represented by renewable energy investments. Accordingly, Figure 1 below presents global renewable energy electricity production for 2000–2020. According to the data obtained from IRENA (2024) and Figure 1, the total electricity production has increased by approximately 2.4% since 2011, with renewable energy sources contributing 6.1% to this rate, while non-renewable energy sources contributed 1.3%. In 2022 alone, renewable electricity grew by 7.2% compared to 2021. Solar and wind energy provided the largest growth in renewable electricity since 2010, which reached 11.7% of the global electricity mix in 2022.   Figure 2 below presents renewable energy investments by technology between 2013 and 2022. As shown in Figure 2, photovoltaic solar. and terrestrial wind categories are dominating, accounting for 46% and 32% of the global renewable energy investment, respectively, during 2013–2022.   Economic growth supported by environmental investments is impacted by the type and number of energy used to increase the national output. Thus, both the environmental friendliness of the energy used and the rise in energy efficiency is bound to reduce carbon emissions related to energy use and encourage economic growth (Hussain and Dogan, 2021). In this context, in order to minimize emissions and ensure sustainable economic growth, renewable energy sources should be used instead of fossil resources in energy use. Increasing environmental investments on a global scale, especially a boost in renewable energy investments, is seen as a more comprehensive solution to the current global growth-development and environmental degradation balance. In this context, as a result of the latest Conference of the Parties held in Paris, namely, COP21, it was envisaged to make an agreement covering the processes after 2020, which is accepted as the end year of the Kyoto Protocol. On December 12, 2015, the Paris Agreement was adopted unanimously by the countries that are parties to the UN Framework Convention on Climate Change (Kaya, 2020). As a result of the Paris Agreement and the reports delivered by the Intergovernmental Climate Change Panels, international efforts to adapt to the action to combat climate change and global warming have increased, and awareness has been raised in this area (Irfan et al., 2021; Feng et al., 2022; Anser et al., 2020; Zhang et al., 2021; Huang et al., 2021; Fang, 2023). The rise in the demand for low-carbon energy sources in economies has been caused by environmental investments such as renewable energy investments. The countries that are party to the Paris Agreement, commit to the way to achieve efficient energy systems through the spread of renewable energy technologies throughout the country (Bashir et al., 2021; Fang, 2023). This study empirically examines the impact of the climate change performance on increasing environmental investments for E-7 countries. The climate change performance is expressed by the ‘Climate Change Performance Index’ (CCPI) developed by the German environmental and developmental organization Germanwatch. The index evaluates the climate protection performance of 63 developed and developing countries and the EU annually, and compares the data. Within this framework, CCPI seeks to increase clarity in international climate policies and practices, and enables a comparison of the progress achieved by various countries in their climate protection struggle. CCPI evaluates the performance of each country in four main categories: GHG Emissions (40% overall ranking), Renewable Energy (20%), Energy Use (20%), and Climate Policy (20%). In calculating this index, each category of GHG emissions, renewable energy, and energy use is measured by using four indicators. These are the Current Level, the Past Trend, the Current Level Well Below 2°C Compliance, and the Countries’ Well Below 2°C Compliance with the 2030 Target. The climate policy category is evaluated annually with a comprehensive survey in two ways: as the National Climate Policy and the International Climate Policy (https://ccpi.org/methodology/).  Figure 3 below shows the world map presenting the total results of the countries evaluated in CCPI 2025 and their overall performance, including the four main categories outlined above.   As it can be seen from Figure 3, no country appears strong enough to receive a ‘very high’ score across all categories. Moreover, although Denmark continues to be the highest-ranking country in the index, but it still does not perform well enough to receive a ‘very high’ score overall. On the other hand, India, Germany, the EU, and the G20 countries/regions will be among the highest-performing countries/regions in the 2024 index. When we look at Canada, South Korea, and Saudi Arabia, they are the worst-performing countries in the G20. On the other hand, it can be said that Türkiye, Poland, the USA, and Japan are the worst-performing countries in the overall ranking. The climate change performance index is an important criterion because it indicates whether the change and progress in combating climate change is occurring across all countries at an important level. The index is important in answering various questions for countries under discussion. These questions are expressed below:  • In which stage are the countries in the categories in which the index is calculated?• What policies should countries follow after seeing the stages in which they are in each category? • Which countries are setting an example by truly combating climate change? These questions also constitute the motivation for this study. The sample group for the study was selected as E-7 countries, which are called the Emerging Economies; this list consists of Türkiye, China, India, Russia, Brazil, Mexico, and Indonesia. The reason for selecting these particular countries is that they are undergoing a rapid development and transformation process, and are also believed to be influential in the future with their increasing share in the world trade volume, huge populations, and advances in technology. Besides that, when the relevant literature has been examined, studies that empirically address the relative ranking of the climate change performance appear to be quite limited. In particular, there are almost no studies evaluating the climate change performance index for the sample group considered. Therefore, it is thought that this study will be of great importance in filling this gap in the literature. The following section of the study, which aims to empirically examine whether the climate change performance is effective in developing environmental investments in E-7 countries, includes national and international selected literature review on the subject. Then, the model of the study and the variables chosen in this model are introduced. Then, the findings obtained in the study are shared, and the study ends with discussion and policy proposal. 2. Literature Review 2.1. Studies on environmental investment  The excessive use of fossil-based energy sources, considered non-renewable and dirty energy, along with industrialization, constitutes a large part of carbon emissions and is regarded as the main reason of climate change. Thus, countries have turned to renewable energy investments with the objective to minimize the reaction of climate change and global warming, by introducing technologies which are considered more environmentally friendly and cleaner. Global energy investments are estimated to exceed 3 trillion US dollars by the end of 2024, and 2 trillion US dollars of this amount will go to clean and environmentally friendly energy base technologies and infrastructure. Investment in environmentally friendly energy has been gaining speed since 2020, and the total expense on renewable energy, networks, and storage now represents a higher figure than the total spending on oil, gas, and coal (IEA, 2024). When the energy economics literature is examined, since environmental investments are mostly represented by renewable energy investments, renewable energy investments studies and studies in related fields shall be discussed in this study section. One of the important studies in this field is the work of Eyraud et al. (2013). In the study, the authors analyzed the determinants of environmental and green (clean) investments for 35 developed and developing countries. Accordingly, they stated in the study that environmental investment has become the main driving force of the energy sector, and China has generally driven its rapid growth in recent years. In addition, in terms of the econometric results of the study, it has been found that environmental investments are supported by economic growth, a solid financial system suitable for lower interest rates, and higher fuel prices. Fang (2023) examined the relationship between investments in the renewable energy sector, the economic complexity index, green technological innovation, industrial structure growth, and carbon emissions in 32 provinces in China for the period of 2005–2019 by using the GMM method. Based on the study results, the economic complexity index causes an increase in China’s carbon dioxide levels. On the contrary, all of the following – the square of the economic complexity index, investments in clean energy, green technical innovation, and the industrial structure – were found to help decrease carbon dioxide emissions. Another important study in this field is the work of Masini and Menichetti (2013). The authors examined the non-financial sources of renewable energy investments in their study. Accordingly, the study results show that knowledge and confidence in technological competence positively impact renewable energy investments. In addition, trust in policy measures only impacts PV (Photovoltaic) and hydropower investments, whereas institutional pressure negatively impacts renewable energy investments. Finally, the study stated that experienced investors are more likely to fund innovations in renewable energy. One of the important studies on renewable energy investments is the work of Ozorhon et al. (2018). To support and facilitate the decision-making process in renewable energy investments, the authors determined the main criteria affecting investors’ decisions by reviewing the literature and examining sector-level practices. According to the findings, economic criteria, like policies and regulations, funds availability, and investment costs were the most important factors in the decision-making process for renewable energy investments. Xu et al. (2024) examined the relationship between the renewable energy investments and the renewable energy development with a threshold value analysis for China. According to the results, impact of the clean (renewable) energy investment on renewable energy development has a significant threshold value, and the general relation between them is a ‘V’ type non-linear relation. At this point, the study suggests that the state should keep spending in the segment of investments in clean energy, increase the financial proficiency, and ensure an efficient financial infrastructure for clean energy in China. 2.2. Studies on Climate Change and their Impact on Economic Variables  The widespread use of fossil-based energy sources, considered dirty energy, continues to create a negative externality in carbon emissions despite the globally implemented policies like the Kyoto Protocol and the Paris Agreement (Rezai et al., 2021). The economic literature on climate change focuses particularly on the adverse effect of climate change on the economy. One of the important studies in this field is the study of Fan et al. (2019). In their study, the authors focused on the impact of climate change on the energy sector for 30 provinces in China and conducted their research with the help of a fixed-effect regression feedback model. As a result of the study, it was found that hot and low-temperature days positively affected the electricity demand. On the other hand, Singh et al. (2022) examined the effects of climate change on agricultural sustainability in India with data from 1990–2017. On the grounds of the study, it was found that India’s agricultural sector was negatively impacted by the climate change. In this regard, it is stated that India needs to take powerful climate policy action so that to reduce the adverse effect of the climate change and increase its sustainable agricultural development. One of the important studies in this field is the study of Gallego-Alvarez et al. (2013). This study investigated how the climate change affects the financial performance with a sample of 855 international companies operating in sectors with high greenhouse gas/ CO2 emissions from 2006–2009. The results reveal that the relationship between the environmental and financial performance is higher in times of economic crisis triggered by climate crisis. In other words, these results show that companies should continue investing in sustainable projects in order to achieve higher profits. Kahn et al. (2021) examined the long-term macroeconomic impact of the climate change by using a panel data set consisting of 174 countries between 1960 and 2014. According to the findings, the amount of output per capita is negatively affected by temperature changes, but no statistically significant effect is observed for changes in precipitation. In addition, according to the study’s results, the main effects of temperature shocks also vary across income groups. Alagidede et al. (2015) examined the effect of climate change on sustainable economic growth in the Sub-Saharan Africa region in their study. The study stated that the relationship between the real GDP and the climate change is not linear. In addition, Milliner and Dietz (2011) investigated the long-term economic consequences of the climate change. Accordingly, as the economy develops over time, and as progress is achieved, this situation will automatically be less affected by the adverse impact of the climate change. Structural changes made with economic development will make sectors more sensitive to the climate change, such as the agricultural sector, which would become stronger and less dependent. Dell et al. (2008) examined the effect of climate change on economic activity. The study’s main results are as follows: an increase of temperatures significantly decreases economic growth in low-income countries. Furthermore, increasing temperature does not affect economic growth in high-income countries. On the other hand, when examining the effects of climate change on the economy, the study of Zhou et al. (2023) is also fundamentally important. Zhou et al. (2023) examined the literature on the effects of climate change risks on the financial sector. In the studies examined, it is generally understood that natural disasters and climate change reduce bank stability, credit supply, stock and bond market returns, and foreign direct investment inflows. In their study for Sri Lanka, Abeysekara et al. (2023) created a study using the general equilibrium model ORANI-G-SL with the objective to investigate the economic impacts of the climate change on agricultural production. The study findings suggest that reductions in the production of many agricultural products will lead to increases in consumer prices for these agricultural commodities, resulting in a decrease in the overall household consumption. The projected decrease in crop production and increases in food prices will increase the potential for food insecurity Another important document in this field is the study by Caruso et al. (2024) examining the relationship between the climate change and human capital. The study findings reveal a two-way result regarding the effects of the climate change damages and the effects of climate change mitigation and adaptation on the human capital. Accordingly, the climate change has direct effects on health, nutrition and welfare, while changes in markets and damage to the infrastructure are expressed as indirect effects. In addition to these studies, the uncertainty of the climate change policies also exerts an impact on economic factors. Studies conducted in this context in recent years have also enriched the literature on the climate change. For example, Çelik and Özarslan Doğan (2024) examined the effects of uncertainty of the climate change policies on economic growth for the USA by using the ARDL bounds test. Their results confirmed the existence of a positive and statistically significant relationship between the climate policy uncertainty and economic growth in the USA. 3. Model Specification  This study empirically examines whether the climate change performance index successfully develops environmental investments in E-7 countries. For further details related to the mathematical model check https://doi.org/10.15388/Ekon.2025.104.2.6 4. Conclusion and Policy Implications  Today, many national and international initiatives are within the scope of combating global warming and climate change. In addition, many developed and developing countries are differentiating their growth and development policies with the objective to prevent these disasters. Although they vary from country to country, as well as from region to region, these policies mostly represent those policies which reduce carbon emissions and ensure energy efficiency. At this point, the key factor is renewable energy investments, which represent environmentally friendly investments. However, according to Abban and Hasan (2021), the amount of environmentally friendly investments is not the same in every country. This is because the determinants of environmentally friendly investments vary from country to country. While financial and economic factors are more encouraging in increasing these investments in some countries, international sanctions are the driving force in this regard in some other countries as well. This study aims to empirically examine whether CCPI is effective in the success of environmental investments in the E-7 countries in the period of 2008–2023 with the help of the Parks-Kmenta estimator. In this direction, the study’s dependent variable is environmental investments, represented by renewable energy investments. On the other hand, the climate change performance is represented by the ‘Climate Change Performance Index’ calculated by Germanwatch, which constitutes the main independent variable of the study. Other control variables considered in the study are the population growth, the real GDP per capita, and inflation. The study findings provide strong evidence that increases in the climate change performance support environmental investments. High-rate climate change performance drives governments and investors toward investing in this area; thus, environmental investments tend to increase. These results are consistent with the study results of Raza et al. (2021). As a result of their study, Raza et al. (2021) stated that the climate change performance is an important channel for the general environmental change, and that renewable energy has a very important role in this regard.  In addition, the study concludes that population growth and inflation negatively affect environmental investments. These results are consistent with Suhrab et al. (2023), but not with Yang et al. (2016). While Suhrab et al. (2023) obtained results regarding the negative effects of inflation on green investments, Yang et al. (2016) focused on the positive effect of population on renewable energy. Finally, the effect of the real GDP per capita on environmental investments has been found to be positive. These results are also consistent with Tudor and Sova (2021). The authors found that Real GDP encourages green investments. This study offers policymakers a number of policy recommendations. These are presented below. • One of the important factors affecting the climate change performance is the raising of awareness of the populations in these countries at this point, and providing them with the knowledge to demand clean energy. In this way, consumers, would demand environmental energy, and investors would invest more in this area. This is of great importance in increasing environmental investments. • The climate change performance also shows how transparent the energy policies implemented by countries are. Therefore, the more achievable and explanatory are the goals of policy makers in this regard, the more climate change performance will increase, which will strengthen environmental investments. • Moreover, the initial installation costs are the most important obstacles on the way toward developing environmental investments. At this point, the country needs to develop support mechanisms that would encourage investors to invest more. • Environmental investments, similar to other types of physical investments, are greatly affected by the country’s macroeconomic indicators. At this point, a stable and foresighted economic policy will encourage an increase in such investments. The countries in the sample group represent developing countries. Therefore, in many countries in this category, the savings rates within the country are insufficient to make investments. 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Technological Forecasting and Social Change, 80(3), 510-524. https://doi.org/10.1016/j. techfore.2012.08.003 Milliner A, Dietz S (2011) Adaptation to climate change and economic growth in developing countries, Centre for Climate Change Economics and Policy, Working Paper, No. 69 Organization of Economic Cooperation and Development (OECD), 2011. Towards Green Growth, Paris. Ozorhon, B., Batmaz, A., & Caglayan, S. (2018). Generating a framework to facilitate decision making in renewable energy investments. Renewable and Sustainable Energy Reviews, 95, 217-226. https://doi. org/10.1016/j.rser.2018.07.035 PriceWaterhouseCoopers, 2008. Going Green: Sustainable Growth Strategies, New York. Raza, A., Sui, H., Jermsittiparsert, K., Żukiewicz-Sobczak, W., & Sobczak, P. (2021). Trade liberalization and environmental performance index: Mediation role of climate change performance and greenfield investment. Sustainability, 13(17), 9734. https://doi.org/10.3390/su13179734 Rezai, A., Foley, D. K., & Taylor, L. (2012). Global warming and economic externalities. Economic theory, 49, 329-351. https://doi.org/10.1007/s00199-010-0592-4 Shrimali, G., & Kniefel, J. (2011). Are government policies effective in promoting deployment of renewable electricity resources?. Energy Policy, 39(9), 4726-4741. https://doi.org/10.1016/j.enpol.2011.06.055 Singh, A. K., Kumar, S., & Jyoti, B. (2022). Influence of climate change on agricultural sustainability in India: A state-wise panel data analysis. Asian Journal of Agriculture, 6(1). https://doi.org/10.13057/asianjagric/ g060103 Suhrab, M., Ullah, A., Pinglu, C. et al. Boosting green energy: impact of financial development, foreign direct investment, and inflation on sustainable energy productivity in China–Pakistan economic corridor (CPEC) countries. Environ Dev Sustain (2023). https://doi.org/10.1007/s10668-023-04093-0 Tudor, C., & Sova, R. (2021). On the impact of gdp per capita, carbon intensity and innovation for renewable energy consumption: worldwide evidence. Energies, 14(19), 6254. https://doi.org/10.3390/en14196254 Yang, J., Zhang, W., & Zhang, Z. (2016). Impacts of urbanization on renewable energy consumption in China. Journal of Cleaner Production, 114, 443-451. https://doi.org/10.1016/j.jclepro.2015.07.158 Xu, G., Yang, M., Li, S., Jiang, M., & Rehman, H. (2024). Evaluating the effect of renewable energy investment on renewable energy development in China with panel threshold model. Energy Policy, 187, 114029. https://doi.org/10.1016/j.enpol.2024.114029 Zhang, Y., Abbas, M., Koura, Y. H., Su, Y., & Iqbal, W. (2021). The impact trilemma of energy prices, taxation, and population on industrial and residential greenhouse gas emissions in Europe. Environmental Science and Pollution Research, 28, 6913-6928. https://doi.org/10.1007/s11356-020-10618-1 Zhou, F., Endendijk, T., & Botzen, W. W. (2023). A review of the financial sector impacts of risks associated with climate change. Annual Review of Resource Economics, 15(1), 233-256. https://doi.org/10.1146/ annurev-resource-101822-105702 This is an Open Access article distributed under the terms of the Creative Commons Attribution License (CC BY 4.0), which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.Contents lists available at Vilnius University Press

Defense & Security
Chess made from flags of Ukraine, US, EU, China and Russia

The new global chessboard: Europe, America, Russia and China in the Ukraine war

by Bruno Lété

Abstract The Ukraine war has reshaped the global geopolitical landscape, positioning Europe, America, Russia and China as key players on a new global chessboard. Europe is grappling with the dual challenge of ensuring regional security and managing the economic fallout from the conflict. America’s evolving global relationships are marked by a burden-shift with Europe, diplomatic efforts to further deter Russian aggression and a strategic rivalry with China. For Russia, the invasion of Ukraine is a bid to reassert its influence, but it faces severe international sanctions and military setbacks, constraining its strategic ambitions. And China is navigating a complex balancing act between supporting Russia and maintaining its economic ties with the West. This complex interplay of alliances and rivalries underscores the shifting dynamics of global power and the urgent need for diplomatic solutions to ensure stability and peace. Introduction On 27 March 2025 a Summit on Peace and Security for Ukraine was organised by President Emmanuel Macron in cooperation with British Prime Minister Keir Starmer. It was held in Paris. This summit was part of an ongoing series of political and operational meetings that the UK and France have been organising alternately over several weeks, aimed at contributing to a sustainable and just peace in Ukraine. This particular summit saw the participation of 31 countries, including non-EU nations such as the UK, Norway, Canada and Iceland, as well as high-profile figures such as the NATO secretary general, the president of the European Commission and the president of the European Council. Ukrainian President Volodymyr Zelensky also attended. The increased frequency of meetings among this wide-ranging ‘coalition of the willing’ is recognition, in Europe’s eyes, of the immediate need to establish and permanently guarantee security and peace in the long term for Ukraine. It is evident that the unconditional ceasefire that Ukraine had declared its readiness to enter into on 11 March in Saudi Arabia has since evolved into a proposal for a limited ceasefire with additional conditions and demands from Russia. Moscow is employing delaying tactics, and there is a growing realisation, even within the US, that Russia is not genuinely interested in ending the war. Europe’s novel security approach: ‘Peace through strength’ This fear of a prolonged conflict in Ukraine, and the perceived risk of war between Europe and Russia, has pushed the European Commission to propose a way forward in its Joint White Paper for European Defence Readiness 2030 (European Commission 2025), which can be encapsulated by the motto ‘peace through strength’. This approach entails rapidly increasing military support for Ukraine, including the provision of more ammunition, artillery, air defence systems, drones and training. Additionally, it involves enhancing the capabilities of European countries by them investing more in their own defence, simplifying administrative processes and fostering better industrial cooperation, including with the Ukrainian defence industry. The European Commission has also outlined the financial instruments that have been established in record time to address these specific challenges. The primary objective of these financial instruments is to bolster European defence spending, with the EU targeting a total of €800 billion. This includes €150 billion in loans available to member states through a new Security Action for Europe (SAFE) instrument and up to €650 billion from national defence budgets, corresponding to an expenditure of 1.5% of GDP that can be excluded from national budgets by activating the ‘national escape clause’ of the EU’s Stability and Growth Pact. Additionally, private financing and funds from the European Investment Bank will be mobilised for investments in priority capabilities. Furthermore, the EU has identified several priority capabilities for investment. In the short term, joint EU purchases should focus on missiles and artillery systems. In the medium term, the goal is to develop large-scale EU systems in integrated air and missile defence, military mobility and strategic enablers. NATO standards will continue to serve as the foundation, and it is crucial that these standards are shared with the EU. Finally, ‘peace through strength’ also includes the further European integration of Ukraine, with Brussels clearly considering Ukraine the EU’s first line of defence. The Commission’s Joint White Paper and a parallel initiative launched by High Representative Kaja Kallas both aim to bolster military support for Kyiv and stress the importance of defence procurement both with and within Ukraine. Despite the commendable pace and scope of the numerous recent initiatives undertaken by the EU, it is imperative to recognise that these commitments must still be translated into tangible actions. The European Commission remains hopeful that the proposals delineated in the Joint White Paper can be actualised during the Polish Presidency, with the aim of reaching concrete decisions by the European Council meeting scheduled for 26–7 June. However, considering the ongoing deterioration of the European security landscape, it could be argued that this deadline lacks the requisite sense of urgency needed to address the pressing challenges ahead. European peace through strength—but not without the US While Europe is building its rise as a security, defence and military actor, there is a consensus among most EU member states that these efforts should not happen to the detriment of NATO and that there is a need to maintain solid US involvement in European security. Strength is not merely a matter of political initiatives but also of demonstrating a clear readiness to engage militarily. There must be a deterrent effect from military power, particularly in anticipation of potential new Russian offensives once Moscow rebuilds its troops and supplies during a future ceasefire or peace deal. And military power is exactly where Europe—willing or not—will still need to rely on the transatlantic partnership for a foreseeable while, due to its current overreliance on strategic US military and intelligence assets. Moreover, the new administration in Washington has manoeuvred fast to have a clear say on the future of European security. It is the US—not Europe—that is leading the diplomacy on a ceasefire or peace deal in Ukraine. And while Europe, in reaction, is focusing on shaping future security guarantees for Ukraine—or even pushing for boots on the ground through a ‘coalition of the willing’—both of these European endeavours hinge, first, on the success of US diplomacy to reach a deal with Russia; and second, on US logistical and intelligence support for the proposed troops on the ground. Without these, most of the ‘willing nations’ may withdraw their commitments. The situation is further complicated by the shortage of operational European troops: for instance, the UK has an expeditionary force, but relies heavily on its air and naval power; France has some units, but in insufficient numbers; and Germany’s contribution remains uncertain. In this context, a European plan to help Ukraine win and maintain peace should not compromise NATO’s resilience and should therefore be developed in close coordination with the alliance, particularly in terms of planning and interoperability. And as Europe is now spending on defence, it should do so while ensuring that its expenditures align with NATO capability objectives. Moreover, military strength is not the only domain in which Europe should continue to keep an eye on the US. Europe notably believes that it is imperative to increase pressure on Russia through sanctions. The EU is unequivocally clear that there can be no consideration of easing sanctions; on the contrary, some member states even advocate for intensifying them. The challenge for Europe, however, remains to emphatically convey this message to the Americans, as any decision by the US to ease sanctions—as requested by Russia—would undermine the most critical form of pressure against Russia. Some EU member states have already raised concerns about the future of European sanctions policy, highlighting the need for new methods to enforce sanctions, particularly if certain EU member states more friendly to Russia decide to obstruct them in the future. Putin’s patient game of chess Meanwhile, President Vladimir Putin has clearly asserted a degree of dominance in the ongoing diplomatic negotiations. He has set preliminary conditions for a ceasefire, made a limited commitment regarding energy infrastructure and subsequently undermined the credibility of his own commitment with new attacks on Ukraine. Despite this, Putin’s demands concerning Western military supplies and intelligence-sharing reveal that Ukrainian attacks on Russian critical infrastructure are causing significant damage and irking the Russian president. Putin’s demands, including the reduction of Ukraine’s military capabilities, the transfer of entire Ukrainian regions to Russian control and the replacement of President Zelensky, are, naturally, unacceptable to Ukraine. These demands also pose the most significant risk to the West: if Russia were to succeed in installing a pro-Russian leader in Kyiv and controlling the Ukrainian military, it would alter the entire power and military balance in Eastern Europe. Should President Trump agree to this, it would likely cause a further deterioration in US–EU relations too. Achieving a middle-ground in any US–Russia agreement for Ukraine currently still poses a formidable challenge. Moscow therefore perceives that it has the momentum in its favour, despite Russia’s inability to achieve any strategic breakthroughs in Ukraine. The financial and human costs of this conflict for Moscow are substantial, while it is making minimal territorial gains. However, while Ukraine has successfully liberated 50% of the territory that was previously occupied by Russia, the Kremlin nevertheless still occupies approximately 20% of Ukrainian territory. Moscow has also likely observed in the US a desire to shift towards finding a consensus and a willingness to negotiate in a transactional manner. Moreover, the recent suspension of US intelligence and military support has already had immediate repercussions on Ukraine’s strength. It has weakened Ukraine’s ability to bring this war to a conclusion and could potentially lead to a temporary ceasefire that would de facto result in the creation of a ‘frozen conflict’—an outcome which Russia would not necessarily view unfavourably. A friendly US visit to Europe . . . On 3 and 4 April 2025, US Secretary of State Marco Rubio participated for the first time in a NATO foreign ministerial meeting. Rubio’s visit to NATO headquarters was notably smoother and more amicable than the visit of his colleague at the Department of Defense, Pete Hegseth, for the defence ministerial meeting in February 2025. Rubio, a seasoned diplomat, adroitly conveyed the message that European allies must significantly increase their defence spending, advocating for allocations of up to 5% of their GDP. He acknowledged the difficulty of this demand but emphasised that it could be achieved incrementally, provided the allies concerned showed a clear and consistent direction of progress. In a similar vein, Rubio addressed the situation in Ukraine, commending the resilience and fighting spirit of the Ukrainian people. He articulated President Trump’s recognition that a military solution in Ukraine is unattainable for both Ukraine and Russia, necessitating a negotiated settlement. Rubio underscored that peace negotiations inherently require compromises from all parties involved. He acknowledged that Ukraine has already made significant concessions, whereas Russia has yet to reciprocate. According to Rubio, Russia is testing President Trump’s resolve, but he also acknowledged that Putin faces severe consequences if he does not promptly agree to a ceasefire, indicating that the timeline for such an agreement is measured in weeks, not months. Rubio concluded by asserting that a peace agreement would be unattainable without European involvement. Rubio also expressed broad support for the EU’s defence initiatives, including the EU Joint White Paper and the ReArm programme. He praised the EU’s efforts to encourage its member states to meet their NATO commitments and to strengthen the industrial base, provided that the non-EU defence industry, particularly American firms, is not unduly excluded. Despite the positive reception of Rubio’s visit to Europe and NATO, there remains an underlying uncertainty about whether other influential figures within President Trump’s Make America Great Again movement share Rubio’s views. The path to achieving a cohesive and effective alliance strategy is fraught with challenges, and it remains uncertain whether NATO will navigate these obstacles successfully and emerge intact. . . . but Washington’s priority is the Asia–Pacific region Above all, the NATO foreign ministerial meeting of early April showed again that the US felt fundamentally displeased with the Western approach to China over the past several decades. The prevailing assumption—that a capitalist and economically prosperous China would inevitably evolve to resemble Western democratic nations—was a misguided and overly optimistic expectation. This erroneous belief has permitted Beijing to engage in deceptive trade and military practices for the past 30 years without facing significant repercussions. Today the US is clearly concerned about the way China has strategically weaponised its industrial capabilities by seamlessly integrating its civilian and military sectors through a dual-use strategy that is particularly evident in critical economic and high-tech domains, such as artificial intelligence. By blurring the lines between civilian and military applications, China has been able to enhance its technological and industrial base, thereby posing a multifaceted challenge to global security. Moreover, for the US, the presence of North Korean soldiers in Ukraine serves as a stark indicator of the interconnected nature of the threats emanating from the Indo-Pacific and European regions. For Washington, the collaborative efforts of adversarial states such as China, Russia, Iran and North Korea in Ukraine and other geopolitical theatres necessitate a similarly unified and strategic approach from democratic like-minded nations to strengthening their alliances and enhancing their collective security measures in response to the evolving geopolitical landscape. Interconnected theatres of confrontation China’s alleged support for the Russian war effort in Ukraine and the military cooperation between Russia and North Korea, and Russia and Iran, clearly illustrate the interconnectedness of security dynamics between Europe, the Asia–Pacific region and the Middle East. The ongoing conflict in Ukraine represents a pivotal moment for the stability of the international system, impacting not only Europe but also other parts of the world. Contrary to the characterisation of the conflict in Ukraine as merely a ‘European war’ a few years ago, the war there is now considered by the West to be a globalised conflict with profound international implications. This perspective is widely accepted among the NATO allies, which recognise the growing interconnection between the three theatres of conflict. This attitude is also increasingly reflected in the enhanced dialogue between NATO and the Indo–Pacific Four partners—Australia, New Zealand, Japan and the Republic of Korea. This cooperation is today seen by allies as mutually beneficial and necessary. Beyond exchanges of intelligence, particularly on the challenges posed by China, support for Ukraine dominates the partnership, alongside the joint battle against hybrid threats, progress on cybersecurity and the strengthening of maritime security. It is widely expected that NATO allies will seek to further strengthen this cooperation at the 2025 NATO summit in The Hague. Among NATO members there is, furthermore, a growing consensus on the need to be firm with China. Allies agree on the necessity of sending a stronger message and taking determined and united actions in terms of deterrence, including at the hybrid and cyber levels, as well as on imposing sanctions against Chinese economic operators involved in China–Russia cooperation in Ukraine. While Russia remains the primary long-term threat to the NATO realm, there is recognition that China poses a significant problem that must be addressed in its full magnitude, particularly in the context of China–Russia cooperation. It is essential to act firmly and in a united way to increase the costs of cooperation with Moscow for Beijing while keeping open the necessary avenues of engagement. Any dissonance between Europe and the US on this issue might otherwise become the root cause of the next big crisis of trust in the transatlantic relationship. China versus a Russian–American rapprochement Russia is not fighting its Ukraine war alone. It is receiving help from allies including China, Iran and North Korea. Moreover, the war in Ukraine is not just about Ukraine’s future. It is also part of a larger global struggle, with Russia seeking position alongside China in a reconfigured world order that is more multipolar and less centred on the US. In this respect, China may be inclined to silently assist Russia in opposing a proposed ceasefire or peace plan for Ukraine put forward by President Trump. Beijing likely recognises that by resolving the conflict in Ukraine and fostering better relations with Russia, Trump’s ultimate objective is to reallocate US diplomatic, military and economic resources to address the growing global influence of China and its impact on US national interests. In this respect Putin appears keen to keep President Xi Jinping informed about American attempts at rapprochement and ongoing negotiations concerning Ukraine. Historically, the ‘good relations’ between China and Russia are relatively recent; the stability of this relationship is attributed to the resolution of their border disputes, their complementary economies and their non-interference in each other’s ideological systems. But Moscow treads carefully as it knows it is the junior partner in the relationship. Moreover, the prospect of an American–Russian rapprochement is not viewed by either Moscow or Beijing with any real sense of threat. Ultimately Russia’s offerings to the US are limited; it has also been asserted that any rapprochement would not have an effect on Moscow–Beijing relations, as Sino-Russian ties are not dependent on any third party. Furthermore, regarding the Ukraine war, China maintains that it is ‘not a party’ to the conflict (DPA 2024). China upholds the principles of the sovereignty and territorial integrity of Ukraine while acknowledging Russia’s legitimate security concerns. In the eyes of Beijing, these principles must be reconciled to end the war. Additionally, China opposes unilateral sanctions on Russia but, due to its significant trade ties with the EU and the US, it accepts the Russian sanctions and their secondary effects on the Chinese economy. The ongoing negotiations on Ukraine are perceived by China as creating crucial momentum for achieving peace through dialogue, which should not be an opportunity missed. The American initiative is seen as a continuation of previous efforts, including the Chinese Peace Plan for Ukraine of 2023, the Ukraine Peace Summit 2024 in Switzerland and the Sino-Brazilian Six-Point Plan, also in 2024 (Gov.br 2024). China calls for non-escalation and direct negotiations, noting the signs of the exhaustion of manpower and resources on both the Russian and the Ukrainian sides. Despite China’s apparently laconic stance vis-à-vis the relationship, an American–Russian rapprochement could cause some concerns for Beijing. Economically, Moscow is less relevant to Beijing than Washington or Brussels. However, Russia holds fundamental strategic value due to its extensive land border with China. In the event of an American–Chinese rivalry escalating into direct conflict, Russia could become a lifeline for Beijing, especially if accompanied by a successful American blockade. These potential risks and scenarios, which seem increasingly likely over time, may serve as a significant incentive for China to obstruct the warming of relations between Moscow and Washington. References DPA (2024). China is not a party to Ukraine war, Xi tells Scholz in Beijing. aNews, 16 April. https://www.anews.com.tr/world/2024/04/16/china-is-not-a-party-to-ukraine-war-xi-tells-scholz-in-beijing. Accessed 15 April 2025. European Commission. (2025). Joint White Paper for European defence readiness 2030. JOIN (2025) 120 final (19 March). https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:52025JC0120. Accessed 15 April 2025. Gov.br. (2024). Brazil and China present joint proposal for peace negotiations with the participation of Russia and Ukraine. 23 May. https://www.gov.br/planalto/en/latest-news/2024/05/brazil-and-china-present-joint-proposal-for-peace-negotiations-with-the-participation-of-russia-and-ukraine. Accessed 15 April 2025. This article is distributed under the terms of the Creative Commons Attribution 4.0 License (https://creativecommons.org/licenses/by/4.0/)

Defense & Security
Euro Money, Europe flag and Bullets Symbolizing European Military Spending and Geopolitical Tensions 20

Can SAFE make Europe safe? From Civilian to Military Power Europe

by Krzysztof Sliwinski

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Abstract This paper focuses on the European Union as a military power. It starts with an introduction to SAFE – Security Action for Europe as a financial instrument designed to make the EU a formidable military power.The second part of the paper provides an account of debates regarding the nature of the EU (civilian, normative through ethical to military). Next, a brief historical account of European defence cooperation is presented.The central part of the analysis examines the key characteristics of the EU as a military power, which is marked by a gap between its declared motivations and the actual application of military and political means.The paper ends with the expression of scepticism regarding the role of SAFE in the future of European Security. Key Words: SAFE, Geopolitics, Security, Europe, Ukraine. Introduction SAFE (Security Action for Europe) is a financial instrument introduced by the European Commission to bolster defence capabilities across EU member states. Proposed in March 2025 as part of the broader ReArm Europe Plan/Readiness 2030, SAFE aims to provide up to €150 billion in loans by the end of the decade to support joint defence procurement and strengthen the European Defence Technological and Industrial Base (EDTIB).1 This initiative is driven by concerns over a potential Russian attack and growing uncertainty about long-term U.S. security commitments to Europe. To qualify for SAFE funding, 65% of a project’s value must originate from companies within the EU, the European Economic Area, or Ukraine.  Rationale behind SAFE The EU Council formally adopted SAFE on 27 May 2025. SAFE is part of the €800 billion ReArm Europe/Readiness 2030 plan, which also includes other pillars such as fiscal flexibility (national escape clauses), cohesion funds, and private capital mobilisation. It appears that several geopolitical and strategic factors drive the establishment of SAFE. Firstly, there is the case of ongoing Russian aggression in Ukraine: The war, starting in February 2022, has exposed deficiencies in European defence capabilities and highlighted the need for rapid rearmament and increased self-reliance.2 The return of high-intensity warfare on European soil has prompted a reevaluation of defence priorities. Secondly, the shifting of the U.S. role. Concerns over reduced U.S. military support, particularly following political shifts in Washington.3 Thirdly, experts indicate the issue of capability gaps and industrial weaknesses. The EU has identified critical gaps in areas like air and missile defence, drones, and military mobility. The need to scale up production and reduce reliance on non-European suppliers has driven the creation of the SAFE initiative. Fourthly, support for Ukraine. SAFE includes provisions to integrate Ukraine’s defence industry, ensuring continued support for Kyiv amid uncertainties in global alliances.4 The evolving nature of EU power In recent history, it is Francois Duchene’s idea of “Civilian Power Europe” (CPE) that has dominated debates about the role of Europe and European institutions in the world.  Duchêne's concept of (CPE) refers to a particular role for Europe in the world that emphasises non-military means of influence and the promotion of international values. Duchêne's original idea, articulated in the early 1970s, suggested that Europe could play a distinctive role based on low politics, non-state actors, ideational influences, and international interdependence rather than traditional military power. The CPE concept highlights Europe's potential to exercise considerable non-military power, combining the power dimension akin to a "European Trading State" with a normative foreign policy perspective aimed at promoting values such as equality, justice, and concern for people with low incomes abroad.5 Fast forward to the 21st century, and Ian Manners proposes another equally influential concept – “normative power”. Ian Manners' main argument is that the European Union (EU) should be understood not only in terms of traditional conceptions of "civilian power" or "military power" but rather as a "normative power" in international relations. He contends that the EU's international role is fundamentally based on its ability to shape norms and define what is considered "normal" in world politics. This normative power stems from the EU's unique historical context, hybrid political structure, and constitutional basis, which predispose it to act normatively by promoting principles such as peace, liberty, democracy, rule of law, and human rights. Manners argues that this normative dimension is crucial for understanding the EU's identity and influence internationally, as exemplified by the EU's active pursuit of the international abolition of the death penalty. He emphasises that the EU's power lies less in its military or economic capabilities and more in its capacity to diffuse norms and reshape international standards, making the concept of "normative power Europe" not a contradiction but a significant form of power in world politics.6  Shortly afterwards, Lisbeth Aggestam proposes yet another concept regarding the nature and role of the European Union in the world – “ethical power.” The concept of 'ethical power Europe' (EPE) in EU foreign policy represents a shift from focusing on what the EU 'is' to what it 'does. It articulates the EU's ambition to be a proactive global actor that not only serves as a positive role model but actively works to change the world in the direction of a "global common good." This involves the EU taking on new tasks in crisis management, peacekeeping, state-building, and reconstruction of failing states, complementing its existing roles in development aid and humanitarian assistance. The EU positions itself as a "force for good" and a peacebuilder in the world, justifying its acquisition of both civilian and military power capabilities in these terms.7 EPE encompasses both civilian and military power, as well as social and material power, thereby broadening the scope beyond earlier concepts, such as civilian power in Europe, as proposed by Duchene, and normative power, as emphasised by Manners, which primarily focused on civilian and normative influence. The EPE concept also reintroduces the international and national dimensions into the analysis of the EU's role, recognising the importance of member states' interests and acknowledging that material interests and ethical considerations often overlap. Importantly, EPE is not presented as an empirical reality but rather as a concept that opens new lines of critical reflection on the EU's role, motivations, and ethical dilemmas in foreign policy. It recognises the complexity of ethical foreign policy, given competing visions of order and justice in the world and the challenges of translating ethical ambitions into practice. The concept invites analysis of the ethical values the EU promotes, the relationship between ethics and interests, the just use of power (including military force), and the problems inherent in pursuing a consistent ethical foreign policy. Conversely, Karen Smith asserts that CPE is definitively dead, and the EU now finds itself somewhere along a spectrum between civilian and military power like most other international actors. Rather than debating whether the EU is a civilian power, the focus should be on critically analysing what the EU does and what it should do in international relations.8 According to Smith, the implications of the EU employing military means are significant and multifaceted.  Firstly, the EU's acquisition and use of military instruments challenge the notion that the EU remains a purely "civilian power." Clinging to the civilian power label stretches the term beyond its breaking point, as military means are fundamentally non-civilian in nature. Peacekeeping and humanitarian missions, often considered civilian activities, frequently involve military personnel and can evolve into military operations, thereby further blurring the distinction between civilian and military roles.  Secondly, by using military instruments—even as a "residual" tool to safeguard other means—the EU complicates the clear-cut distinction between civilian and military power. This leads to fuzzy interpretations about when the EU ceases to be a civilian power, making it difficult to establish a clear cut-off point or assess changes along the civilian-military spectrum.  Thirdly, employing military means signals a shift from a post-modern, law-based international identity toward a more traditional power politics approach. This militarization risks discrediting the EU's earlier vision of transforming international relations through law and civilian influence alone. The EU moves closer to a "Hobbesian" model where military force backs diplomacy, which may undermine its unique post-modern identity and soft power.  Fourthly, the use of military force raises complex questions about the EU’s ends and means, including the justifications for intervention, the legitimacy of coercion, and democratic control over foreign policy decisions.  Finally, the continued use of military means necessitates moving beyond simplistic categorisations of civilian power to a more nuanced analysis of what the EU does in international relations. The EU, like most actors, falls somewhere along a spectrum between civilian and military power, and its military capabilities must be critically assessed rather than dismissed or downplayed. With this in mind, let us look at the EU as a military actor. A brief history of European defence cooperation Signed on March 4, 1947, the Treaty of Dunkirk was a bilateral alliance between France and the United Kingdom, primarily aimed at preventing renewed German aggression following World War II. Effective from September 8, 1947, and set to expire in 1997, it was also seen as a pretext for defence against the USSR. It laid the foundation for formal European defence collaboration, emphasising mutual assistance and alliance.9 In 1948, the Treaty of Brussels expanded this framework, encompassing Belgium, Luxembourg, and the Netherlands, and established the Western Union. This alliance focused on defence, economic, cultural, and social collaboration. By 1955, following the signing of the Modified Brussels Treaty, it evolved into the Western European Union (WEU), with Italy and West Germany joining, marking the establishment of a broader European defence structure. Parallel to these developments, the North Atlantic Treaty Organisation (NATO) was established on April 4, 1949, by 12 countries, including the United States, Canada, and several Western European nations, to counter Soviet expansion. NATO's Article 5, which states that an attack on one member is considered an attack on all, has become a cornerstone of transatlantic security. During the Cold War, NATO served as a bulwark against Soviet influence, with significant military and political cooperation among members. The WEU, while secondary to NATO, played a complementary role. In 1950, its defence structures were transferred to NATO, reducing its authority, but it remained active in fostering European defence collaboration. The WEU's social and cultural roles were transferred to the Council of Europe in 1960, with its focus shifting to security and defence.  The end of the Cold War in the 1990s prompted a shift towards greater European autonomy in defence. The Maastricht Treaty of 1993 established the EU's Common Foreign and Security Policy (CFSP), aiming to coordinate foreign policy and security. This was followed by the Amsterdam Treaty in 1999, which introduced the Common Security and Defence Policy (CSDP), enabling the EU to conduct military and civilian missions independently. The 1998 Saint-Malo Declaration, prompted by the Kosovo War, endorsed a European security and defence policy, including the development of autonomous military forces. The 2002 Berlin Plus agreement allowed the EU access to NATO assets for peacekeeping, reflecting the close cooperation between the two organisations. The Petersberg Declaration of 1992, initially under the WEU, defined tasks such as humanitarian and rescue operations, which were later integrated into the Common Security and Defence Policy (CSDP).  The Lisbon Treaty of 2009 further strengthened EU defence capabilities, incorporating the WEU's mutual defence clause. This rendered the WEU superfluous, leading to its dissolution on 30 June 2011, with its functions being transferred to the EU. The European Union Institute for Security Studies and Satellite Centre, previously WEU entities, were integrated into the EU framework in 2002, marking a consolidation of defence.   *Generated with Grok and gamma.app (9 June, 2025). EU as a military actor As of mid-2025, the EU has approximately 3,500 military personnel and 1,300 civilian personnel deployed worldwide. Since the first CSDP missions and operations were launched in 2003, the EU has undertaken over 40 overseas operations, utilising both civilian and military missions in several countries across Europe, Africa, and Asia. As of today, there are 21 ongoing EU CSDP missions and operations, comprising 12 civilian, eight military, and one combined civilian and military initiative.10  According to the EU itself, “Their (Security and Defence Policy ((CSDP)) Missions) aim is to help prevent or resolve conflicts and crises, enhance the capacities of partner countries and, ultimately, protect the European Union and its citizens. EU decisions to deploy a mission or operation are typically made at the request of the partner country receiving assistance and/or based on a United Nations Security Council Resolution, always in full respect of international law. These decisions take into account the EU’s security interests, EU strategic efforts and regional engagement strategies. They are tailored to the local circumstances and to the tasks that need to be implemented”.11 Scholars researching the topic conclude that the political motivations behind EU military operations are complex, driven by a combination of national interests, strategic considerations, and internal EU dynamics. While the EU often justifies its operations with humanitarian rhetoric, the sustained deployment of military forces is often driven by broader strategic and political considerations. The influence of key member states, such as France and Germany, plays a significant role in shaping the EU's military agenda. However, the EU's ability to project influence is constrained by internal divisions and resource limitations. National Interests One of the most significant political motivations behind EU military operations is the pursuit of national interests by its member states. While the EU often presents a unified front, the decision to deploy military operations is heavily influenced by the interests of its most powerful members, particularly France and Germany. These states often use EU military operations as a means to advance their own strategic and economic interests while framing them as collective EU actions. For instance, France has been a key driver of several European Union (EU) military operations in Africa, such as the EUFOR mission in Chad and the Central African Republic (CAR). Critics argue that these operations were motivated by French geo-strategic and economic interests in the region rather than purely humanitarian concerns.12 Similarly, the EU's naval operation, Atalanta, off the coast of Somalia, was influenced by the interests of member states with significant maritime trade routes in the region.13  The dominance of national interests is further evident in the EU's decision-making process. Member states often prioritise their security and economic concerns over broader EU objectives, leading to inconsistencies in the deployment of military operations. For example, the EU's reluctance to intervene in the 2006 Lebanon war, despite initial plans for a military operation, was primarily due to divergent national interests among member states.14 Power Politics and Strategic Culture The EU's military operations are also shaped by power politics within the organisation. The distribution of power among member states plays a crucial role in determining the scope and nature of these operations. France, in particular, has historically played a key The EU often justifies its military operations with humanitarian rhetoric, emphasising the need to protect civilians, prevent human rights abuses, and promote stability in conflict zones. However, this rhetoric often masks more pragmatic strategic considerations. For instance, the EU's intervention in the Democratic Republic of Congo (DRC) in 2006 was officially framed as a humanitarian operation. However, it was also driven by the strategic interests of EU member states in the region's natural resources and political stability.15  Likewise, the EU's naval operation Sophia in the Mediterranean was initially justified as a humanitarian response to the migrant crisis. However, the operation also served strategic purposes, such as enhancing the EU's maritime security capabilities and addressing the political priorities of member states like Italy and France.16 The gap between humanitarian rhetoric and strategic reality is a recurring theme in European Union (EU) military operations. While humanitarian concerns may play a role in the initial justification for intervention, the sustained deployment of military forces is often driven by broader strategic and political considerations.17 Ukraine and EU’s Involvement Against Russia The EU has consistently condemned Russia's actions, viewing them as a violation of international law, and supports Ukraine's right to self-defence. This includes diplomatic efforts to isolate Russia and coordinate with partners like the US and NATO. Ukraine's EU candidacy, granted in June 2022, reflects long-term integration goals, though the process is expected to take years.18 So far, the EU has imposed 17 sanction packages by May 2025, targeting Russia's economy, military, and individuals, including measures against Belarus, Iran, and North Korea for supporting Russia. These aim to weaken Russia's war capabilities, with recent packages focusing on export bans and measures to prevent circumvention.19 The EU has committed €147.9 billion in aid, with €50.3 billion allocated for military support, €77 billion for financial and humanitarian assistance, and €17 billion for refugee support. This includes weapons, training, and emergency relief, as well as support for Ukrainian refugees under the Temporary Protection Mechanism. To counter the impacts of war, the EU reduced its Russian gas imports from 40% in 2021 to 15% in 2023, thereby diversifying its energy sources. It also facilitates Ukrainian grain exports through solidarity lanes, addressing global food security.20 Now, as noble as it sounds and as much as it fits into the self-perception of Brussels’s elites (the EU being a force for good), the critics of the West's support of Ukraine make a couple of formidable points. Firstly, the longer the war continues, the more destroyed Ukraine becomes and the greater the number of Ukrainians killed. Secondly, the longer the war continues, the greater the likelihood of escalation, which poses a threat to the entire European continent. Thirdly, despite mainstream media reports, the Russian Federation appears to have adapted to operating effectively despite the sanctions, which may strengthen its economy in the short to medium term and, more importantly, bring it closer to cooperating with China and North Korea. Finally, since every war serves as a testing ground for new technologies, the Russians, especially the North Koreans and the Chinese, are gaining invaluable insight into the nature of modern warfare, which is often referred to as the next Revolution in Military Affairs (RMA).  Conclusion To answer the question introduced at the beginning of this analysis, “Can SAFE make Europe safe?” the author of this piece remains sceptical, to say the least. It appears that despite some initial intentions to end the Ukrainian war as early as April 2022, it is the European elites, especially French, German and Polish, who stand for the prolongation, if not escalation, of the Ukrainian war, potentially at the expense of the security of the whole European continent and definitely at the expense of Ukrainians and their country.  References:  1. La Rocca, M. (2025, May 27). Defence, final go-ahead for the SAFE fund. Von der Leyen: “Exceptional measures for exceptional times.” Eunews. https://www.eunews.it/en/2025/05/27/defence-final-go-ahead-for-the-safe-fund-von-der-leyen-exceptional-measures-for-exceptional-times/ 2. COUNCIL REGULATION establishing the Security Action for Europe (SAFE) through the reinforcement of European defence industry Instrument. (2025, March 19). https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A52025PC0122&qid=1749479407767 3. Tidey, A. (2025, May 21). Everything you need to know about SAFE, the EU’s €150bn defence instrument. Euronews. https://www.euronews.com/my-europe/2025/05/21/everything-you-need-to-know-about-safe-the-eus-150bn-defence-instrument/4. Scazzieri, L. (2025, March 26). One step forward for Europe’s defence. Centre for European Reform. https://www.cer.eu/insights/one-step-forward-europes-defence 5. Orbie, J. (2006). Civilian Power Europe: Review of the Original and Current Debates. Cooperation and Conflict, 41(1), 123-128. Sage Publications, Ltd. https://www.jstor.org/stable/450844256. Manners, I. (2002). Normative power Europe: A contradiction in terms? Journal of Common Market Studies, 40(2), 235–258.7. Aggestam, L. (2008). Introduction: Ethical power Europe? International Affairs, 84(1), 1-11. https://www.jstor.org/stable/251447118. Smith, K. E. (2005). Beyond the civilian power EU debate. Politique européenne, (17), 63-82. L'Harmattan. https://www.jstor.org/stable/450177509. The road to European defence cooperation. (1947). European Defence Agency. https://eda.europa.eu/our-history/our-history.html10. European Union External Action, (2025, January 30). Missions and Operations. https://www.eeas.europa.eu/eeas/missions-and-operations_en#87694E11. EU COMMON SECURITY AND DEFENCE POLICY (CSDP) MISSIONS AND OPERATIONS. (2025, April). https://www.eeas.europa.eu/sites/default/files/documents/2025/EU-mission-and-operation_2025.pdf 12. See more at: Bono, G. (2011). The EU’s Military Operation in Chad and the Central African Republic: An Operation to Save Lives? Journal of Intervention and Statebuilding, 5(1), 23–42. https://doi.org/10.1080/17502977.2011.541781 and Olsen, G. R. (2009). The EU and Military Conflict Management in Africa: For the Good of Africa or Europe? International Peacekeeping, 16(2), 245–260. https://doi.org/10.1080/13533310802685828 13. See more at: Dombrowski, P., & Reich, S. (2019). The EU’s maritime operations and the future of European Security: learning from operations Atalanta and Sophia. Comparative European Politics, 17(6), 860–884. https://doi.org/10.1057/S41295-018-0131-4 and Riddervold, M. (2018). Why Not Fight Piracy Through NATO? Explaining the EU’s First Naval Mission: EU NAVFOR Atalanta (pp. 195–217). Palgrave Macmillan, Cham. https://doi.org/10.1007/978-3-319-66598-6_10 14. Engberg, K. (2013). The EU and Military Operations: A comparative analysis. https://www.taylorfrancis.com/books/mono/10.4324/9780203381663/eu-military-operations-katarina-engberg15. Engberg, K. (2013). The EU and Military Operations: A comparative analysis. https://www.taylorfrancis.com/books/mono/10.4324/9780203381663/eu-military-operations-katarina-engberg 16. Dombrowski, P., & Reich, S. (2019). The EU’s maritime operations and the future of European Security: learning from operations Atalanta and Sophia. Comparative European Politics, 17(6), 860–884. https://doi.org/10.1057/S41295-018-0131-4 17. Bono, G. (2011). The EU’s Military Operation in Chad and the Central African Republic: An Operation to Save Lives? Journal of Intervention and Statebuilding, 5(1), 23–42. https://doi.org/10.1080/17502977.2011.541781   18. EU response to Russia’s war of aggression against Ukraine. https://www.consilium.europa.eu/en/policies/eu-response-russia-military-aggression-against-ukraine-archive/19. Russia’s war against Ukraine. (n.d.). https://www.consilium.europa.eu/en/topics/russia-s-war-against-ukraine/ 20. See more at: https://www.consilium.europa.eu/en/infographics/where-does-the-eu-s-gas-come-from/

Defense & Security
Flag of Russia and the Baltic countries - Latvia, Lithuania, Estonia - on a cracked stucco wall as a concept of conflict and threats

Analytical Brief: The Baltic Region – From Cooperation to Conflict

by Igor I. Zhukovsky

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Introduction The geopolitical upheavals of the 1990s directly affected the Baltic Sea region: the USSR collapsed, the Warsaw Pact was dissolved, and Germany was reunited. The logic of the “end of history” introduced completely new principles of international order across the European continent. Trade, economic, and military-political cooperation were based on shared development goals and universal practices of international interaction. Rapidly growing trade, economic, cultural, educational, and investment ties in the Baltic region helped overcome the recent legacy of Cold War bloc confrontation. Regional organizations and formats of cooperation, even if they did not create a new “Baltic” identity (an idea proposed in the early 1990s), certainly established working mechanisms for joint regional projects. These initiatives were implemented by countries ready for mutually beneficial cooperation. However, these carefully built formats and projects proved fragile in the face of global challenges. The decline of global governance institutions and growing tensions between the collective West and a resurging Russia — economically, politically, and militarily — led to a global political crisis. The increasingly militarized Baltic Sea region became a logistical hub for strategic rivals — Russia and NATO / the EU. A Region of Cooperation In March 1992, at a conference of foreign ministers of the Baltic Sea countries and Norway, the Council of the Baltic Sea States (CBSS) was established. The main initiators of this idea were German Foreign Minister Hans-Dietrich Genscher and his Danish counterpart Uffe Ellemann-Jensen. The creation of a common regional international organization marked the symbolic start of a phase of intensive interstate cooperation in the region, based on the principles of the UN Charter, the Helsinki Final Act, the Paris Charter, and other CSCE documents. At the political level, CBSS member states declared their readiness to act together in the common interest. They confirmed their commitment to cooperation, including the peaceful resolution of regional disputes in a spirit of good neighborliness and partnership. The idea of building a system of regional organizations and initiatives under the CBSS political umbrella was seen as a more effective solution for regional development than relying on international organizations focused on global issues and the many military and humanitarian crises of the early 1990s. By the start of the 21st century, the Baltic region had a range of functioning projects and initiatives across various fields: from regulating the use of Baltic Sea biological resources to a joint online university (the Baltic University Programme), from a platform for marine spatial planning (Vision and Strategies Around the Baltic Sea, VASAB) to festivals organized by the Union of the Baltic Cities (UBC). One of the most important issues requiring practical cooperation between the EU and Russia was the development of the Kaliningrad region of the Russian Federation. This semi-exclave (due to its access to the sea) is separated from mainland Russia by the territories of Poland and Lithuania — countries that declared their intention to join Euro-Atlantic institutions, which was seen as a confrontational move by Russia — and Belarus. The “Kaliningrad Puzzle” was about finding the best strategy between Russia and the EU to support the daily life and sustainable economic development of the Kaliningrad region after Poland and Lithuania joined NATO and the EU. This brought restrictions on the transit of passengers and goods, on trade and energy cooperation with neighboring countries, and on maintaining the military security of the region. At the turn of the 20th and 21st centuries, there were only few scenarios discussed for resolving the "Kaliningrad Puzzle." One seemingly attractive idea was the concept of a “Hong Kong on the Baltic”, but it had no real prospects due to a lack of political will — both from neighboring countries and from the Russian central government. Moreover, the very idea of a demilitarized zone with open access for foreign investment and visitors, offering special conditions for business and governance, did not gain support at the federal level. It was removed from the agenda already during expert discussions. It is likely that this concept was viewed as a possible threat of “creeping separatism,” especially against the background of growing anti-federal sentiments in the region. Another concept discussed in parallel was that of a “land-based aircraft carrier.” This scenario involved limited trade and economic cooperation with neighboring countries, a significant reduction in cross-border passenger flow, and the strengthening of the region’s defensive (and in some proposals, offensive) military potential. This would mean creating an “island model” for the region's economy and energy system. From today’s perspective, it is clear that this unlikely scenario is exactly what has been implemented. In the 1990s, a research group led by Professor G. M. Fedorov of Kaliningrad University proposed the idea of “Kaliningrad as a region of cooperation between Russia and the EU.” It envisioned the region as a platform for building cooperation networks to enhance economic (a free or special economic zone), political (a venue for dialogue and negotiations), scientific and educational (development and internationalization of the university complex), and cultural (creation of a cultural cluster) ties with the EU. This could have helped establish a new model of international relations in the Baltic — a model of “EU–Russia cooperation in the region.” The proposal included a recommendation to legally define Kaliningrad’s development strategy at the federal level as a region of intensive interaction with the EU. This idea was perceived by both Russia and the EU more as a reflection of the spirit of the time than as a real plan of action. Implementation took place without formal legal support and with little political enthusiasm. Each side interpreted the idea of cooperation in its own way, based on its own interests — both open and hidden. When analyzing the implementation of the “region of cooperation” concept, it becomes clear that it was undermined by the efforts of Poland and the Baltic States, which, in the context of their Euro-Atlantic integration, worked to securitize nearly all forms of interaction with Russia. The accession of Poland and the Baltic States to the EU on May 1, 2004, had critical consequences for the regional landscape. The new EU members made “Eastern Policy” their foreign policy priority, aiming not only to offer expert assessments of the post-Soviet space but also to actively shape the EU’s policy toward Russia. This approach aligned with the Polish interpretation of the Giedroyc–Mieroszewski Doctrine, which argued that a long-term goal of Polish foreign policy should be the existence of post-Soviet states independent from Russian influence. Poland, the Baltic States, and later Germany saw the EU as the key moderator of the political and economic agenda in the Baltic Sea region. This was reflected in the development and adoption of the EU Strategy for the Baltic Sea Region. In the field of security, they relied on NATO while also building bilateral military ties with the United States and strengthening their own defense capacities. “Cool War” and a Region of Conflict Professor K. K. Khudoley from St. Petersburg State University describes the growing tensions between Russia and Western countries in the Baltic Sea region as a period of “Cool War.” This phase is marked by decreased predictability and manageability of international processes due to a major rift between Russia and other regional actors. In the Baltic region, the development of multilateral cooperation networks and accumulated experience of interregional engagement failed to act as “political shock absorbers.” Instead, regional cooperation dynamics were defined by Russia’s relations with NATO and the EU. At that time, neutral countries like Sweden and Finland started participating in limited military-political cooperation with NATO countries, raising doubts in Russia about the permanence of their non-aligned status. In this context, scholar Y. M. Zverev accurately noted that the idea of the Baltic as a region of cooperation with Western neighbors gradually collapsed. It was a result of accumulating contradictions and rising global tensions, eventually leading to near-complete breakdown of cooperation — except for dwindling trade relations. Russia’s formal exclusion in 2022 from regional cooperation formats was preceded by processes inside NATO and the EU, aimed at building alternative cooperation mechanisms and strengthening their political, economic, and military presence in the Baltic region. On August 12, 2008, during the five-day war in Georgia, Polish President Lech Kaczyński addressed a rally in Tbilisi, with the presidents of Estonia, Lithuania, Latvia, and Ukraine present. He voiced concern over what he saw as an existential threat from Russia: “Today Georgia, tomorrow Ukraine, the day after tomorrow the Baltic States, and then possibly my own country, Poland.” From that point, Warsaw actively promoted its view of regional security within Euro-Atlantic structures, emphasizing rivalry with Moscow — despite growing trade and energy ties between Russia and various EU countries. Poland, Lithuania, Latvia, and Estonia took an active role in developing the EU Strategy for the Baltic Sea Region, promoting a vision of the Baltic as a zone of priority EU interests. In this framework, relations with Russia, Iceland, Belarus, and Norway were seen as external. The European Commission was viewed as the main source of political influence and funding for transforming the region and reducing Russia’s role in the regional agenda. The adoption of the Strategy in 2009 became a turning point, undermining the earlier idea of a “Sea of Cooperation.” EU member states in the region prioritized EU-centered mechanisms that effectively excluded Russia — even though special cooperation formats were formally included. It’s important to highlight that the dismantling of the “region of cooperation” logic and the move toward a conflict-driven “Cool War” scenario was mainly caused by external, non-regional factors: the erosion of the dominant world order, worsening tensions between NATO and Russia, and the acute phase of that conflict — the Ukraine crisis. The escalation of the Ukraine conflict in 2022 turned the situation in the Baltic into a conflict zone. Russia was removed from nearly all key cooperation frameworks — mechanisms that were originally created to absorb tensions, align interests, and prevent crises from becoming irreversible. On March 3, 2022, foreign ministers of all non-Russian member states of the Council of the Baltic Sea States (CBSS) and the EU’s High Representative for Foreign Affairs adopted a Declaration suspending Russia’s participation “until conditions allow for renewed cooperation based on fundamental principles of international law.” On May 17, 2022, the Russian Foreign Ministry announced the country’s withdrawal from the CBSS, describing the organization as a tool of anti-Russian policy. A similar fate befell the Northern Dimension — another highly effective and well-developed cooperation framework. It covered areas like the environment, nuclear safety, healthcare, energy, transport, trade, research, education, and culture. The Northern Dimension had real impact, including in global-scale nuclear safety. On March 8, 2022, the EU, Iceland, and Norway suspended all cooperation with Russia and Belarus under this program. Today, all foreign countries of the Baltic region support Ukraine and run national programs of political and military assistance. They also participate in NATO, EU, and “Baltic-format” initiatives. Poland has become a key logistics hub for delivering humanitarian and military aid to Ukraine, while also building up its military infrastructure and increasing the size and capabilities of its armed forces. A key milestone was the accession of Finland and Sweden to NATO, which confirmed the trend of militarization and strategic alignment of the region in favor of the U.S. and NATO. In NATO’s 2022 Strategic Concept, Russia was declared “the most significant and direct threat” to the security of allies and the Euro-Atlantic area. Similar statements appeared in updated security strategies of Sweden and Finland. Dmitry Medvedev, Deputy Chairman of Russia’s Security Council, stated that after Sweden and Finland joined NATO, the non-nuclear status of the Baltic Sea was no longer relevant. Since 2022, the Baltic has turned into a region of rapid militarization, with NATO and Russia both increasing operational capabilities — especially along shared borders. For Finland, which shares a long border with Russia, joining NATO marked a major shift in its security policy. Previously, Finland maintained non-alignment, focusing on national defense and cooperation with Sweden while keeping stable relations with Russia. According to researcher S. V. Andreyev, the NATO debate in Finland started after the 2014 Ukraine crisis, but received little public support back then. However, Matti Pesu, senior researcher at the Finnish Institute of International Affairs, noted that although Finland had cooperated with NATO since the 1990s, the events of 2022 caused a decisive public shift: “The majority of Finns supported the decision.” In 2024, Finland’s military spending reached €6.8 billion (more than 2.4% of GDP). Sweden defines its role in NATO as a security guarantor in the Baltic region. Stockholm is developing military-technical cooperation with Finland and Norway, promoting the idea of a unified NATO operational command in Northern Europe (JFC Norfolk). Sweden is also interested in building joint defense capabilities with the Baltic States, Germany, and Poland. In Sweden’s strategic documents, Russia is identified as the main threat, “supported by other authoritarian states such as Iran and China.” On December 17, 2024, the Swedish parliament approved the national defense strategy for 2025–2030, which includes an increase in military spending from 122 billion kronor (2.2% of GDP) in 2024 to 186 billion kronor (2.6% of GDP) by 2030. To understand the scale of militarization, it is important to note that in 2024, NATO adopted its first-ever Digital Transformation Implementation Strategy — a comprehensive plan to modernize the Alliance’s digital infrastructure and capabilities. The public section of this document highlights the prioritization of cybersecurity and protection of critical infrastructure, including undersea cables and energy nodes. These priorities provide a basis for creating preventive response capabilities to threats — including scenarios involving damage or destruction of undersea infrastructure in the Baltic Sea in case of conflict escalation with Russia. The growth of NATO’s military presence in the region has led to new priorities in strategic planning, reflected in large-scale exercises held in 2023 and 2024. On April 29, 2025, Russian presidential aide and chairman of the Maritime Board, Nikolai Patrushev, stated that NATO was rehearsing offensive scenarios near Russia’s borders — including the seizure of the Kaliningrad region and blockade of shipping in the Baltic Sea. Some experts assess that the threat of a maritime blockade of Russia in the Baltic, long discussed by NATO politicians, is not only possible but realistic. A naval blockade of Kaliningrad and Saint Petersburg would almost certainly be seen by Russia as a casus belli, with corresponding consequences. Conclusion As of June 2025, the Baltic Sea has effectively become a “region of cooperation without Russia”. Russia has been excluded from all functioning regional cooperation mechanisms, while the military, energy, and economic collaboration among the other regional states and extra-regional actors (such as the United States and France) has intensified. The rapid militarization of the region and the loss of its non-nuclear status are reinforcing a long-term trend toward confrontation. At the level of military planning, regional actors are openly preparing for scenarios of full-scale conflict, which increases tensions between Russia and NATO. The idea of such a conflict is no longer unthinkable — it has strategic foundations, and the leading players in the region are preparing for it. When assessing the likelihood of this scenario, it is important to understand that the current intensity of the Baltic conflict is shaped by the short-term agendas and interests of the countries involved. A degree of cautious optimism about the future of the Baltic region is based on the possibility that post-conflict agreements between Russia and extra-regional actors could become a key factor in shaping the future model of international relations in the region. Global political dynamics are capable of changing rapidly, potentially reversing current trends and creating a new political reality — overriding the inertia of existing military planning. In the Baltic, there remains a solid legacy of cooperative networks. Across the region, direct links between participants of political, academic, and civic projects — both bilateral and multilateral — have not disappeared. Countries in the region still share objective common interests, especially in areas such as environmental protection and economic cooperation. This historical experience serves as a source of moderate optimism: in the foreseeable future, relations in the Baltic may move from a state of “cool war” and confrontation to one of selective cooperation. A “cool peace” and selective cooperation would clearly be more aligned with Russia’s long-term interests in the Baltic region than a scenario of full-scale conflict. About the Author Igor I. Zhukovsky — PhD in Political Science, Senior Research Fellow at the Baltic Region Comprehensive Research Group, Center for Strategic Planning Studies, Primakov Institute of World Economy and International Relations (IMEMO), Russian Academy of Sciences. Sources Meeting of the Valdai International Discussion Club. President of Russia. 27 October 2022. 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Kaliningrad: Yantarny Skaz, 2000. See also: "Eastern Policy of the EU" is understood as the Union's external policy toward its eastern neighbors. Polish foreign ministers R. Sikorski and A. Rotfeld have repeatedly emphasized the significance of the "Giedroyc–Mieroszewski Doctrine." Ofitserov-Belsky D.V. "Eastern Policy of Poland: Conceptual Foundations and Practical Aspects." Russia and the New States of Eurasia, 2023, No. 4(61), pp. 51–61. Khudoley K.K. "The 'Cool War' in the Baltic Sea Region: Consequences and Future Scenarios." Baltic Region, 2019, Vol. 11, No. 3, pp. 42–54. Zverev Yu.M. "Three Russian Regions on the Baltic Amidst Russia–West Confrontation." Baltic Region, 2023, Vol. 15, No. 4, pp. 24–41. Speech by Polish President Lech Kaczyński in Tbilisi, 12 August 2008. URL: https://www.prezydent.pl/kancelaria/archiwum/archiwumlechakaczynskiego/aktualnosci/rok2008/wizytaprezydentarpwgruzji,26753,archive (accessed: 30.06.2025). EU Strategy for the Baltic Sea Region (EUSBSR, 2009) — its development experience was later applied to other EU macro-regional strategies. Resolution of the Seimas of the Republic of Lithuania “On the Baltic Sea Strategy”, 19 April 2007. URL: https://eseimas.lrs.lt/portal/legalActPrint/lt?documentId=TAIS.295996 (accessed: 30.06.2025). Zhukovsky I.I. "Some Issues in the Evolution of Modern International Relations in the Baltic Region." Baltic Region, 2024, Vol. 16, No. 4, pp. 145–160. Declaration by the Ministers of Foreign Affairs, 3 March 2022. Government of Poland. URL: https://www.gov.pl/web/finlandia/federacjarosyjskazawieszonawpracachradypanstwmorzabaltyckiego (accessed: 30.06.2025). Statement by the Russian Foreign Ministry on Withdrawal from the CBSS, 17 May 2022. URL: https://www.mid.ru/ru/foreign_policy/news/1813674/ (accessed: 30.06.2025). See, for example, the term “NATO internal sea” — used by various politicians and experts in relation to the Baltic. NATO 2022 Strategic Concept, 9 June 2022. URL: https://www.act.nato.int/wpcontent/uploads/2023/05/290622strategicconcept.pdf (accessed: 30.06.2025). National Security Strategy. Government Offices of Sweden, 2024. URL: https://www.government.se/informationmaterial/2024/07/nationalsecuritystrategy/ (accessed: 30.06.2025). Government Defence Report 2024. Ministry of Defense of Finland. URL: https://www.defmin.fi/en/themes/defence_policy_reports#1f47ed12 (accessed: 30.06.2025). "The Baltic May Lose Its Nuclear-Free Status." RIA Novosti. 14 April 2022. URL: https://ria.ru/20220414/baltika1783465933.html (accessed: 30.06.2025). In 2024, Poland allocated over 4% of GDP to military modernization — the highest share in NATO. Andreev S. "Finland: Two Years in NATO." RIAC. 28 April 2025. URL: https://russiancouncil.ru/analyticsandcomments/analytics/finlyandiyadvagodavnato/ (accessed: 30.06.2025). Pesu M. “Logical, but Unexpected – Finland’s Road to NATO from a Close Perspective.” NATO Review, 30 August 2023. URL: https://www.nato.int/docu/review/pl/articles/2023/08/30/logicznealenieoczekiwanedrogafinlandiidonatozbliskiejperspektywy/index.html (accessed: 30.06.2025). Defence Expenditure of NATO Countries (2014–2024). NATO. URL: https://www.nato.int/nato_static_fl2014/assets/pdf/2024/6/pdf/240617defexp2024en.pdf (accessed: 30.06.2025). Defence Resolution 2025–2030. Government Offices of Sweden. URL: https://www.government.se/governmentpolicy/totaldefence/defenceresolution202520302 (accessed: 30.06.2025). NATO’s Digital Transformation Implementation Strategy. NATO. URL: https://www.nato.int/cps/en/natohq/official_texts_229801.htm (accessed: 30.06.2025). According to NATO, more than 11 undersea cables were damaged in the last 18 months, raising concerns about potential “grey zone” attacks. "Patrushev: NATO Rehearses Kaliningrad Seizure Scenarios in Military Drills." TASS. 29 April 2025. URL: https://tass.ru/politika/23809423 (accessed: 30.06.2025). Stryukovatyy V.V. "Russia's Geostrategic Position on the Baltic and the Threat of Maritime Blockade in Modern Conditions." Bulletin of the I. Kant Baltic Federal University. Series: Natural and Medical Sciences, 2024, No. 1, pp. 57–75.

Diplomacy
Ursula von der Leyen & Emmanuel Macron - Choose Europe for Science event at La Sorbonne - 2025

Opinion – European Credibility and the Illusion of Normative Power

by Joseph Black

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском On 30 May 2025, French President Emmanuel Macron delivered a speech at the Shangri-La Dialogue in Singapore – Asia’s premier security summit – and his comments were unusually blunt. He warned that the West – Europe and the US – risk losing credibility over the wars in Ukraine and Gaza, and unless these conflicts are resolved with integrity and consistency, the broader rules-based international order and Europe’s place in it will unravel. Macron’s concern wasn’t just about the tactical consequences of geopolitical instability, but something deeper: the symbolic and normative weight Europe claims to carry in global affairs. His comments mark a turning point, one that exposes the crisis of coherence at the heart of the European Union’s foreign policy – and the growing tension between the EU’s aspirational identity as a “normative power” and the harsh realities of a world governed by realpolitik. For over two decades, the EU has presented itself as a values-based actor, using diplomacy, development aid, legal harmonisation and multilateralism rather than coercion to wield influence. The concept of the EU as a “normative power” – famously coined by Ian Manners – is based on the idea that Europe seeks to shape global affairs by promoting norms such as human rights, democracy and international law. But the simultaneous occurrence of two deeply symbolic and contested wars – Russia’s invasion of Ukraine and Israel’s bombardment of Gaza – makes it increasingly hard for the EU to maintain this self-image without being accused of hypocrisy and selective morality. Nowhere is this more obvious than in the gap between Europe’s response to Ukraine and Gaza. In Ukraine, the EU has mounted one of the largest and most united responses in its history: military aid, sanctions, diplomatic isolation of Russia and open arms for Ukrainian refugees. In Gaza, the response has been fragmented, inconsistent and – by many accounts – morally ambiguous. Some European states like Ireland and Spain have called for recognition of Palestinian statehood and condemned Israeli actions, others have hesitated or doubled down on support for Israel in the name of counterterrorism and alliance politics. This has not gone unnoticed in the Global South, where Europe’s normative claims are increasingly seen as hollow, if not ridiculous. Macron’s talk of credibility reflects an elite awareness that Europe’s legitimacy is no longer taken for granted outside its borders. The credibility crisis he describes is not just about diplomacy – it’s about identity. If the EU says territorial integrity is sacred in Ukraine, how can it do nothing when the same principles are being flouted elsewhere? If the Union says human rights are universal, can it be silent – or ambiguous – on the civilian casualties in Gaza? These are not questions asked by foreign policy analysts; they are asked in international forums, in Asian capitals courted by Brussels and in the protests that fill European streets. The more the EU fails to match its words with its actions, the more its normative brand erodes. But there’s another layer to Macron’s intervention that needs to be looked at. His comments on “strategic autonomy” and not being caught in the crossfire of the US-China rivalry suggest Europe is dealing with more than just a credibility crisis. It’s facing a strategic choice that will redefine its global role: whether to double down on the postwar transatlantic compact or to chart a more independent course that allows it to mediate between blocs in a multipolar world. Macron’s consistent advocacy of strategic autonomy (however controversial) means he recognises the EU can’t outsource its geopolitical relevance to Washington indefinitely, especially with the return of Donald Trump to the White House. This dilemma is made worse by the structural weaknesses within the EU itself. The Union’s foreign policy is crippled by institutional fragmentation, national interests and a consensus-based decision-making process that often leads to lowest-common-denominator positions. While the EU was impressive in its initial unity on Ukraine, the Gaza crisis has shown the limits of that unity when values collide with political alliances or domestic political considerations. This is not just a crisis of perception but of capacity. Can the EU actually be a geopolitical player when its member states can’t even agree on what is legitimate force, occupation or humanitarian necessity? The illusion of normative power, then, is not just an external branding problem – it is an internal governance challenge. For Europe to maintain credibility abroad, it must first reconcile its internal contradictions. That means rethinking the balance between values and interests, between ideals and strategic imperatives. It may also require a degree of institutional boldness: deeper integration in foreign and security policy, a greater role for the High Representative, or a shift toward qualified majority voting in foreign affairs. At the same time, Europe must also acknowledge the changing global landscape in which it seeks to operate. In a world no longer dominated by Western hegemony, the EU’s normative influence depends not only on its coherence but on its ability to listen and engage with actors in Asia, Africa, and Latin America as equals rather than as recipients of European lectures. Macron’s call for a “positive new alliance” between Europe and Asia, one that resists domination by any superpower, hints at a potential path forward. But such an alliance will only be credible if Europe demonstrates that it is willing to apply its principles even when inconvenient—especially when those principles are tested not just by adversaries but by allies. In the end, Macron’s speech serves as a mirror held up to the European project itself. It reflects both its aspirations and its anxieties, its potential and its paradoxes. Whether Europe can move beyond this moment of crisis to forge a foreign policy that is both principled and strategic remains uncertain. What is clear, however, is that credibility cannot be commanded—it must be earned. And in an era of increasing global scrutiny, that will require more than rhetoric. It will require resolve. The text of this work is licensed under  a Creative Commons CC BY-NC 4.0 license.

Defense & Security
The flags of the Russia, United States, China and are drawn on a piece of ice in the form of an Arctic iceberg against a blue sky. Conflict of interests in the Arctic, Cold War, Arctic shelf

Divided Arctic in a Divided World Order

by Rasmus Gjedssø Bertelsen

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Introduction Arctic order historically, currently, and in the future reflects the world order. The idea of ‘Arctic exceptionalism’ is not valid and is a poor guide for policy. During Cold War bipolarity, the Arctic was divided between the Soviet Arctic and the Nordic and North American Arctic. US victory and Soviet defeat in the Cold War led to US unipolarity and hegemony which was the basis for a circumpolar (including Russia) liberal (as opposed to realist) Arctic order with organizations, such as the Arctic Council, International Arctic Science Committee, University of the Arctic, Barents and Bering regional cooperation, all on liberal topics such as science, environment, Indigenous rights, people-to-people cooperation.Footnote1 US unipolarity and hegemony are slipping away to world order characteristics of continued US unipolarity and hegemony, Sino-American bipolarity in economics and S&T and multipolarity illustrated by BRICS+. Sino-US competition and US-Russia conflict to the extent of proxy-war in Ukraine reflect these changes. The Arctic, which is de facto divided between the US-led NATO-Arctic and the Russian Arctic, where Russia reaches out to the BRICS+ in diplomacy, economics, and S&T, reflects these changes to world order. There is wishful thinking in the West of returning to post-Cold War US unipolar and hegemonic ‘liberal world order’ or ‘rules-based order’ and the circumpolar liberal Arctic order with it. This wish is probably unrealistic for global trends in demography, economics, S&T, legitimacy, etc. Significant conflict can be expected between the US/West and China and Russia on developments in world order, with the Global South standing by. The Arctic is likely to remain divided between the US-led NATO Arctic and the Russian Arctic seeking engagement with the BRICS+ world for the future with extremely limited cooperation and risk of spill-over from the Ukraine War and other US-Russia-China conflicts. The Arctic in international order There are two common, but invalid, narratives about the Arctic, which are poor guides for policy: First, ‘Arctic exceptionalism’, that the Arctic was apart from international politics and allowed for West-Russia cooperation unlike elsewhere, especially between the Russian annexation of Crimea in 2014 and the Russian full-scale invasion of Ukraine in 2022. Second, a presentist discourse, where international interests in the Arctic are seen as rising in the last 15 years, driven by climate change, the Russian flag planting on the seafloor of the North Pole in 2007, and the United States Geological Survey’s assessment of oil and gas resources in 2008, north of the Arctic Circle. Rather, the Arctic has for centuries closely mirrored the international system, whether multipolar with Western colonial empires before the World Wars, bipolar Cold War between the US and the USSR, post-Cold War US unipolarity and hegemony, or the current emerging Sino-American bipolarity and multipolarity. During 2014–2022, cooperation in the Arctic was not exceptional compared to US-Russia non-proliferation cooperation, most notably with the Iran nuclear deal in 2015, or removing chemical weapons from Syria. There was extensive US-Europe-Russia and wider collaboration around the International Space Station. There was extensive energy trade and investment between Russia and Europe, most notably with the Nord Stream 1 and 2 pipelines under the Baltic Sea. The bipolar Cold War Arctic in the bipolar Cold War order Bipolarity with two superpowers standing out from all other great powers due to their demographic, economic, science and technology, military, and ideological weight and global claims, the US and the USSR, shaped the the Cold War order. Bipolar logic shaped the international order. John Mearsheimer explains well the structural logic of a nuclear-armed bipolar superpower security competition, and he points out how each superpower formed ‘bounded orders’ of allies and clients to discipline them and mobilize their resources. These bounded orders were the West for the US with its institutions, and the East Bloc for the USSR.Footnote2 This bipolar logic was also clear in the Arctic, divided between the Nordic and North American Arctic of the West and the Soviet Arctic by the Iron Curtain in Europe and the Ice Curtain in the Bering Strait. Circumpolar Arctic cooperation was limited to the Polar Bear Treaty of 1973 between the USSR, Norway, Kingdom of Denmark, Canada, and the US, Norwegian Soviet joint fisheries management in the Barents Sea, and some Bering Strait cooperation. The Arctic was exceptionally militarized during the Cold War driven by the mutual nuclear deterrence between the US and the USSR, where the Arctic played a central role for geostrategic and technological reasons. The Arctic was the shortest flight path for bombers and missiles, and sea ice offered cover for nuclear ballistic submarines. This exceptional militarization of the Arctic harmed the human security of Arctic local and indigenous communities through forced displacement, security service surveillance, and pollution, including notable nuclear accidents, as the 1968 B52 bomber crash off Northwest Greenland with four H-bombs causing extensive radioactive contamination of much Soviet nuclear material in and around the Kola Peninsula, including sunken submarines with nuclear fuel or weapons on board.Footnote3 Circumpolar liberal Arctic order under US unipolarity The Cold War ended with US victory and Soviet defeat and dissolution, also caused by the US pressuring the USSR into a strategic nuclear arms race, that the Soviet economy could not support. US Navy operations near the Soviet Northern Fleet nuclear bastion around the Kola Peninsula were an important part of this pressure.Footnote4 The Arctic was also part of Mikhail Gorbachev’s attempt to save the USSR by reform and lowering external tension. Gorbachev called the Arctic as a zone of peace, environmental protection and scientific collaboration in his 1987 Murmansk speech, in contrast to being at the heart of a strategic nuclear arms race with the US, which the USSR could not sustain. Gorbachev’s reforms failed to avert the dissolution of the USSR and deep socio-economic, public health, and law and order crisis in Russian society during the 1990s. The Russian State withdrew to a significant extent from its Arctic, leaving military facilities and society behind. Sino-American bipolarity comes to the Arctic The relative distribution of comprehensive material and immaterial power of the strongest States shapes international order. States stay the predominant actors since the emergence of a state system, not denying powerful non-State actors historically and today. The US unipolarity after the Cold War was an exceptional time of international history and not the ‘End of History’ as believed by some quarters in the West (Fukuyama). History is returning to normal with the return of major centres of economic output and science and technology outside the West. Ironically, US unipolarity laid the foundation for the ‘Return of history’, rather than the ‘End of History’. Since the 1990s, the world experienced globalization with economic, science and technology, and cultural integration. The US as the sole superpower provided public goods and facilitated and coordinated many of these economic, scientific, and technological, and cultural flows. Globalization undermined US unipolarity, facilitating the faster relative growth of non-Western States. China’s export-oriented growth, returning it to its historical position as one of the world’s largest economies is the most important dimension for changes to world order. In parallel, other emerging markets have grown adding multipolar dimensions to international order. International Relations theory serves to think about how to respond to the return of China. About 20–25 years ago, Professor Joseph S. Nye (Harvard University) and Professor John Mearsheimer (University of Chicago) articulated two major approaches with coherent theoretical and strategic visions for the Sino-American relationship. Nye, as a liberal institutionalist scholar and policymaker in the Bill Clinton Administration, presented a vision of ‘integrate, but hedge’. China integrated in the US-led world economy as member state of the World Trade Organization, while the US hedged against the rise of China by reinforcing its alliance with Japan.Footnote5 There were strong US and Western liberal expectations of Chinese economic growth and openness leading to political openness and reform. These expectations proved to be belied and ethnocentric. Mearsheimer, in line with his offensive realist theory, clearly outlined how the US had to keep China from becoming a regional hegemon in East Asia through a containment strategy.Footnote6 The US’ China strategy has shifted from the Nye perspective to the Mearsheimer perspective, while Mearsheimer himself is ostracized for his valid, but politically unacceptable, analysis of the Ukraine War. Mearsheimer explains how Sino-American bipolarity works with realist great power State security competition, and how competing great powers form their ‘bounded orders’ of allies and clients to discipline and mobilize these.Footnote7 The US is shaping a NATO+ order of the NATO member states and Australia, New Zealand, Japan, and South Korea. The US is increasingly engaging in trade and technology wars with China to slow down its growth rate, clearly denying its access to fundamental technologies of future knowledge-based economies. A realist focus on relative gains explains US policy to reduce China’s growth rate. China has a population more than three times that of the US with an absolute economy approaching the US economy. The US cannot allow China to catch up relatively with it, as that would imply a much larger Chinese economy than that of the US. Liberals (politically and theoretically) would ascribe the US policy to different domestic political systems, but the logic of anarchy points out how domestic political systems are of secondary concern, and empirically the US firmly bypassed and disciplined the previous Anglo-Saxon superpower, Britain. US-India relations can be expected to deteriorate with India’s socio-economic development, where India has a much younger population than China with great economic growth potential. China predicted the US abandoning its own open and globalized international economic policy out of concern for China’s relative rise to the US. China pursued a domestic and international economic policy much less dependent on US benevolence. In the domestic sphere, China pursued an economy based on domestic demand. Externally, China built up a parallel international economic and science and technology system with the Belt and Road Initiative with the Asian Infrastructure Investment Bank. Other bodies, such as the Shanghai Cooperation Organization in security reflect parallel orders and institutions to the US-led Western institutions. Sino-American bipolarity also became clear in the Arctic about 10–15 years ago. China started to appear as a diplomatic, economic, science and technology actor in the Arctic. Western surprise and consternation to this development reflects the great difficulties many Westerners have in facing a world, where the Rest takes an interest in the West, and not only the West taking an interest in the Rest as during centuries of imperialism and colonialism. It should not be surprising that China as one of the world’s two largest national economies and science and technology systems (with the US) has interests in the Arctic, or anywhere else in the world. The US is globally present in politics, defence, diplomacy, economics, science and technology, culture, etc. The unfortunate Chinese term of ‘near-Arctic State’ to legitimize Chinese involvement in the Arctic drew much Western ridicule and opposition. In comparison, the US and the West seem to be ‘near-everywhere’ States. One place where the Sino-American bipolar logic appeared soon and clearly has been the Kingdom of Denmark with the North Atlantic and Arctic overseas autonomies of the Faroe Islands and Greenland. The US applies pressure on the Kingdom of Denmark to exclude Chinese investment, science and technology, in line with Mearsheimer’s argument of a superpower building bounded orders to mobilize and discipline allies and clients in security competition with a competing great or superpower. The Faroe Islands are located between Iceland, Norway, and Scotland. They are centrally placed in the Greenland-Iceland-UK Gap controlling North-South access and blocking the Soviet-Russian Northern Fleet going south for NATO or the US and NATO navies going north for USSR/Russia. The Faroe Islands are becoming increasingly independent from Denmark. Huawei has long been a partner for the Faroese telecom company, which planned to continue with Huawei for 5G. This partnership came under increasing scrutiny from Danish and US sides. The Chinese ambassador to Copenhagen during a visit to the Faroe Islands linked the Faroe Islands choosing Huawei with prospects for a Sino-Faroese free trade agreement (the Faroe Islands are outside the EU and pursue an independent trade policy).Footnote8 The US ambassador to Copenhagen publicly spoke strongly against the Faroe Islands collaborating with Huawei for 5 G.Footnote9 Greenland is geographically North American (remember the Monroe Doctrine), crucial to US (North American) homeland defence, and pursuing independence from the Kingdom of Denmark. Greenland and China have for some time eyed each other for investment and science and technology opportunities. Greenlandic independence primarily rests on economic independence from Denmark and human capital. The economic independence should be through, among other domains, mining, where China and Chinese companies were considered as very important likely investors. Copenhagen regarded Sino-Greenlandic mutual interest with great suspicion for a long time, which was evident from the report on Greenlandic mining from 2014.Footnote10 In 2014, the Royal Danish Navy abandoned Grønnedal, a small, remote old naval facility, established by the US during the Second World War, which was put up for sale. A Chinese mining company showed interest in the facility as a logistics hub for future operations in Greenland. The Danish government promptly took the facility off the market maintaining a token naval presence.Footnote11 Developing Greenlandic tourism requires upgrading the airport infrastructure, which is an enormous project for a nation of 57,000 on a 2 M km2 island. One of the finalists to an international tender was the China Construction Communication Company (4C), which might also have provided financing.Footnote12 The Danish government convinced the Greenlandic government to accept a Danish financing (with a Danish stake) of the renovated and new airports against choosing a Danish construction company.Footnote13 The Greenlandic government was reshaped over this intervention with a coalition party leaving in protest over accepting such Danish interference in Greenlandic affairs. In 2017, China publicly presented its interest in a research station in Greenland, including a satellite ground station, which the Government of Greenland might have been positive towards.Footnote14 This idea has never materialized, first probably delayed by the COVID-19 pandemic, but Denmark and the US would never accept a Chinese research station and/or satellite station in Greenland. The US government has made its pressure on the Danish government public, through former Secretary of Defense, General Jim Mattis.Footnote15 China and Iceland spearheaded Sino-Nordic Arctic research cooperation from the official visit of Chinese premier Wen Jiabao to Iceland in 2012. In 2013, the China Nordic Arctic Research Center was founded, a virtual centre of Chinese and Nordic institutions hosted by the Polar Research Institute of China in Shanghai. CNARC has hosted an annual symposium between China and a Nordic country as well as researcher exchange. Today, Sweden has withdrawn from CNARC, and Denmark does not participate, as the participating Nordic Institute of Asian Studies at the University of Copenhagen has been closed. PRIC and RANNÍS (The Icelandic Center for Research, equivalent to Research Council) held the groundbreaking ceremony for the construction of the China-Iceland Aurora Observatory, now China Iceland Arctic Observatory, at Kárhóll, Northeast Iceland, in June 2014, which I attended. The Observatory opened formally—although unfinished—in October 2018. This collaboration had been hampered by the COVID-19 pandemic and negligence from central authorities and research institutions in the capital, Reykjavik. Today, Iceland is under pressure from the US, including a recent visit by US Congressional staffers, to close CIAO.Footnote16 US-Russia Eastern European security competition divides the Arctic US-Russia security competition, especially in Eastern Europe, became increasingly clear from around 2007–2008. In 2007, Russian President Vladimir Putin delivered a speech at the Munich Security Conference, where he unsurprisingly denounced US unipolarity. Russia had rejected US unipolarity and called for multipolarity since the Primakov Doctrine of the 1990s calling for Russia, China, and India to balance the US. In spring 2008, at the initiative of the US—and with French and German reservations—the NATO Bucharest summit invited Georgia and Ukraine to become member states. In the autumn, fighting broke out between Georgia and Russian forces in the separatist enclaves of Abkhazia and South Ossetia leading to Georgia’s defeat. In autumn 2013, the EU proposed an agreement to Ukraine, which forced Ukraine to choose between Russia and the EU. The Ukrainian President rejected the EU’s proposal, leading to popular protests met with government violence and eventually the President fleeing the country. Russia intervened annexing Crimea and supporting an insurgency in the Donbas.Footnote17 In December 2021, Russia proposed a treaty to the US blocking former Soviet Republics from joining NATO and rolling back NATO troops and equipment in Central and Eastern Europe, which was rejected by the US and allies in January 2022. On 24 February 2022, Russia launched a full-scale invasion of Ukraine, which had led to a war of attrition between Russia and Ukraine. The West extends wide-ranging political, military, economic, and further support to Ukraine and tries to isolate Russia as much as possible. The Rest of the world follows Western policy of isolating Russia to a very limited extent. The Russian annexation of Crimea affected the Arctic in limited ways. The West stopped military dialogues with Russia in the Arctic Security Forces Roundtable and Arctic Chiefs of Defense Forum. The West imposed sanctions on Russian Arctic energy projects, as the US $27 billion Yamal LNG project, which initially had Russian Novatek (60 per cent), French Total (20 per cent), and China National Petroleum Cooperation (20 per cent) ownership. Sanctions forced Novatek to sell 9.9 per cent to the Chinese government’s Silk Road Fund and rely on Chinese bank funding. Russia responded to these sanctions with counter sanctions on Western food exports to Russia, which also affected some Arctic seafood export to Russia. Russia accepted Faroese salmon exports, which led to a boom in Faroese economy. In 2014, there was some protests in the Arctic Council from the Chair, Canada. Otherwise, Arctic Council and other scientific, people-to-people, cooperation continued between Russia and the seven other Arctic States. For Northern Norway, extensive regional cooperation in the Barents region continued. The Russian full-scale invasion of Ukraine led to an almost complete Western cessation of Arctic collaboration with Russia. The other seven Arctic countries refused to collaborate with Russia in the Arctic Council, chaired by Russia 2021–2023. The Seven—now all NATO member states—Arctic Council member states have since backed down significantly. The Arctic Council was always more important to them than to Russia, suggesting that this Western brinkmanship was poorly thought through. There are extensive Western sanctions against the Russian economy, including against Russian Arctic energy projects, which were a key basis for developing the Russian Arctic. Russia had sought to develop a Europe-Russia-East Asia energy system with Russian Arctic oil and gas being exported both West to Europe and East to East Asia and with balanced Western and East Asian investments.Footnote18 The West has almost completely cut science and technology relations with Russia, also in the Arctic. The rare exceptions to continued Arctic science collaboration between West and Russia are for instance, the Norway-Russia Barents Sea Fisheries Commission because Norway also depends on this collaboration. The US continues more academic collaboration with Russia than European countries allow themselves; for instance, receiving Russian Fulbright professors. Norway pursued an extensive regional cooperation policy with Russia, Finland, and Sweden in the Barents Region since 1993 with much support for cross-border people-to-people exchange for youth, in education, academia, culture, environment, business development, and further. This collaboration built extensive insight, experience, networks, and access in Russia at North Norwegian institutions, as UiT The Arctic University of Norway, UNN The University Hospital of Northern Norway, the Norwegian Polar Institute, the Arctic Frontiers Conference, businesses such as Akvaplan-Niva marine environmental consultancy, and in academia, civil society, education, and government. The border town of Kirkenes depended for about a third of its economic turnover on trade with Russia. These connections are now almost completely cut by Norwegian government policy. Russian society and politics did become much more closed and authoritarian during this period, but that was for internal political reasons and not directed against Norway. Personally, I had successful high-level academic cooperation with some of the key Russian academic institutions funded by Norwegian public funds until they were forbidden by Norwegian government policy after the Russian invasion of Ukraine. My last personal visit to Moscow was in December 2019, and I was planning to visit with a sizeable group of Norwegian faculty and PhD candidates in April 2020, postponed due to the COVID-19 pandemic. The rapid division of world order in a NATO+ and a BRICS++ world The world is separating into a NATO+ grouping of NATO countries and Australia, New Zealand, Japan, and South Korea, under clear US leadership, and the Rest. The Rest, I call BRICS++ for the BRICS+ grouping and many other countries. This separation is clear through demography, economy, and science and technology. Humanity is about 8 billion people, compared to the West, which is about 1 billion, making it a small minority. Humanity is expected to grow to 10 billion, where the West will remain at about 1 billion, a shrinking small minority. The dominance of the West has rested on economic development and science and technology, translated into military force, with a shrinking demographic share of the world economy, scientific and technological development and relative power shifts from the West to the Rest. Legitimacy and credibility divisions are also clearly visible between the NATO+ and the BRICS++ worlds concerning the war in Ukraine, where the West is astonished by its own isolation. To great surprise, the Rest of the world have not followed the West’s attempts to isolate Russia diplomatically and economically. This rejection of the West’s position was clear from the very first UN Security Council debate on the Russian invasion of Ukraine on 24 February 2022. Russian veto and Chinese and Indian abstentions were not surprising, but the abstention by the United Arab Emirates was remarkable considering the close security and other partnerships between the GCC countries and the US and historically the UK. The speech during the debate on 21 February 2022, a few days prior, by the Kenyan ambassador to the Security Council, condemning Russia’s recognition of breakaway regions but reminding that other UNSC permanent members had also violated international law, showed the lack of Western credibility and legitimacy on the issue.Footnote19 Western credibility and legitimacy have eroded further by supporting Israel’s genocide in Gaza since the 7 October 2023 Hamas attack on Israel. The Division of the Arctic in a NATO Arctic and Russian BRICS++ Arctic. The effects of world order on the Arctic are clear, applying the analytical lenses of unipolar, bipolar, and multipolar traits of world order to the Arctic. The world is increasingly becoming Sino-American bipolar, where the US seeks to maintain unipolarity through a global containment strategy of China. This struggle is also evident in the Arctic; for instance, US pressure on the Kingdom of Denmark to exclude Chinese investment, science and technology in the Faroe Islands and Greenland. The US keeps up an ever-stronger anti-Chinese Arctic discourse from Secretary of State Mike Pompeo’s 2019 speech in Rovaniemi, Finland, to US Senator Lisa Murkowski at the Arctic Circle Assembly in Reykjavik in 2024. Russia has opposed US unipolarity since the 1990s, seeking multipolarity. The conflict between US and Russian multipolarity ultimately escalated via the 2014 annexation of Crimea, the 2022 invasion of Ukraine and the proxy war in Ukraine. This conflict has led to an almost complete division of the Arctic into NATO-Arctic (collaborating with the wider NATO+ world and further) and the Russian Arctic. Russia reaches out all it can diplomatically, economically, and in science and technology to the BRICS++ world, especially China and India. The Rest of the World seems restrained from pursuing Russian Arctic opportunities by the risk of US and Western secondary sanctions and other NATO Arctic pushbacks. Conclusion: looking forward for world and Arctic order The world is—as usual for international history—marked by the struggle over the world order among the strongest State actors. This struggle was forgotten especially by European observers during the post-Cold War era, with the illusion of End of History and confounding globalization and modernization with Westernization. Instead, we have had the Return of History and the return of historically very large non-Western economic, science and technology actors as China, followed by others. The current struggle over the world order also shapes the Arctic, as was historically clear, especially during the Second World War and the Cold War. The US is determined to prolong post-Cold War unipolar dominance expressed as ‘rules-based order’, where the US defines the rules, to whom, and when they apply. Europe has found an apparently comfortable and completely dependent position in this US-led order. The Rest of the World less so, with China and Russia explicitly rejecting this US-led order. The conflict over world order between the US and its bounded order in the NATO+ world in Europe, Oceania, and East Asia and the Rest of the World, can only be expected to escalate. The US must either stop Chinese economic, science and technology development (and later other peer competitors), or demographics, economy, science and technology will lead to a more bipolar and multipolar world. Europe by its dependence on the US is forced to follow this US strategy. The war in Ukraine can lead to a frozen conflict, where the overall Russia-West relationship remains highly conflictual, including in the Arctic. Ukrainian defeat or a negotiated settlement with a neutralized Ukraine and cessation of territory to Russia will also probably lead to a decadal severance of economic, science and technology, people-to-people ties between Russia and the West, including in the Arctic. A Russian defeat is unlikely because of difference in Russian and Ukrainian manpower and resources. China is unlikely to allow Russia to succumb to the US, which would put defeated Russia on China’s Northern frontier in China’s own conflict with the US. All in all, world order seems highly conflictual and with increased separation between the NATO+ and the BRICS++ world, which will only bring humanity more conflict and less economic development and growth, unlike the age of post-Cold War globalization. This division will be replicated in the Arctic. Disclosure statementNo potential conflict of interest was reported by the author(s).Additional informationNotes on contributorsRasmus Gjedssø Bertelsen is Professor at UiT The Arctic University of Norway. Views expressed are personal. Notes 1. Rasmus Gjedssø Bertelsen, ‘Unipolarity and Order in the Arctic’. Nina Græger, Bertel Heurlin, Ole Wæver, Anders Wivel, (Eds.), Polarity in International Relations. Governance, Security and Development, Palgrave Macmillan, Cham, 2022 at https://doi.org/10.1007/978-3-031-05505-8_16. 2. John J. Mearsheimer, ‘Bound to Fail: The Rise and Fall of the Liberal International Order’, International Security, 43 (4), 2019, pp. 7–50 at https://doi.org/10.1162/isec_a_00342 3. George Lindsey, ‘Strategic Stability in the Arctic’, Adelphi Papers 241, International Institute for Strategic Studies, 1989. 4. Steven E. Miller, ‘The Return of the Strategic Arctic’, in The Arctic Yearbook, 2023 at https://arcticyearbook.com/images/yearbook/2022/Commentaries/6C_AY2022_Miller.pdf. 5. Joseph S. Nye, ‘The Challenge of China’, in Stephen Van Evera (Ed.) How to Make America Safe: New Policies for National Security, The Tobin Project, Cambridge, MA 2006 at https://tobinproject.org/sites/default/files/assets/Make_America_Safe_The_Challenge_Of_China.pdf. 6. John J. Mearsheimer, ‘The Rise of China Will Not Be Peaceful at All’, The Australian, 18 November 2005 at https://www.mearsheimer.com/wp-content/uploads/2019/06/The-Australian-November-18-2005.pdf. 7. John J. Mearsheimer, ‘Bound to Fail: The Rise and Fall of the Liberal International Order’, International Security, 43 (4), pp. 7–50, 2019 athttps://doi.org/10.1162/isec_a_00342. 8. Thomas Foght, ‘Hemmelig lydoptagelse: Kina pressede Færøerne til at vælge Huawei’ [Secret Sound Recording: China Pressured the Faroe Islands to Choose Huawei]. Danmarks Radio, 2019 at https://www.dr.dk/nyheder/indland/hemmelig-lydoptagelse-kina-pressede-faeroeerne-til-vaelge-huawei. 9. Adam Satariano, ‘At the Edge of the World, a New Battleground for the US and China’, New York Times, 2019 at https://www.nytimes.com/2019/12/20/technology/faroe-islands-huawei-china-us.html. 10. The Committee for Greenlandic Mineral Resources to the Benefit of Society, ‘To the Benefit of Greenland’. Ilisimatusarfik-University of Greenland; University of Copenhagen, 2014 at https://vbn.aau.dk/ws/files/208241864/To_the_benefit_of_Greenland.pdf. 11. Martin Breum, ‘Analyse: Stoppede Danmarks statsminister kinesisk opkøb i Grønland?’ [Analysis: Did the Danish Prime Minister Stop Chinese Acquisition in Greenland?]. High North News, 2018 at https://www.highnorthnews.com/nb/analyse-stoppede-danmarks-statsminister-kinesisk-opkob-i-gronland. 12. Teis Jensen, ‘Greenland shortlists Chinese company for airport construction despite Denmark’s concerns’, Reuters, 2018 at https://www.reuters.com/article/world/greenland-shortlists-chinese-company-for-airport-construction-despite-denmarks-idUSKBN1H32XG/. 13. Statsministeriet, ‘Aftale mellem regeringen og Naalakkersuisut om dansk engagement i lufthavnsprojektet i Grønland og styrket erhvervssamarbejde mellem Danmark og Grønland’ [Agreement Between the [Danish] Government and Naalakkersuisut [Government of Greenland] on Danish Involvement in the Airport Project in Greenland and Enhanced Business Collaboration Between Denmark and Greenland] Statsministeriet. Formandens Departement, 2018 at https://www.stm.dk/media/8148/10-09-2018_aftale_mellem_regeringen_og_naalakkersuisut.pdf. 14. Martin Breum, ‘Kina vil bygge kontroversiel forskningsstation i Grønland’. [China Wants to Build Controversial Research Station in Greenland], 2017 at https://www.information.dk/udland/2017/10/kina-bygge-kontroversiel-forskningsstation-groenland. 15. Damian Paletta and Itkowitz Colby, ‘Trump Aides Look into US Purchasing Greenland after Directives from President’. The Washington Post, 2019 at https://www.washingtonpost.com/business/2019/08/16/america-first-greenland-second-is-trumps-latest-white-house-directive/. 16. ‘Letter to Anthony Blinking and Lloyd Austin’, Select Committee on the Chinese Communist Party, United States Congress, 2017 at https://democrats-selectcommitteeontheccp.house.gov/sites/evo-subsites/democrats-selectcommitteeontheccp.house.gov/files/evo-media-document/10.16.24_PRC%20dual%20use%20research%20in%20the%20Arctic__.pdf. 17. John J. Mearsheimer, ‘Why the Ukraine Crisis is the West’s Fault: The Liberal Delusions That Provoked Putin’, Foreign Affairs, September/October, 2014 at https://www.mearsheimer.com/wp-content/uploads/2019/06/Why-the-Ukraine-Crisis-Is.pdf. 18. Mariia Kobzeva and Rasmus Gjedssø Bertelsen, ‘European-Russian-Chinese Arctic Energy System’,in Xing Li (Ed) China-EU Relations in a New Era of Global Transformation, London: Routledge, London, 2021, 22p. 19. Martin Kimani, ‘Statement by Amb. Martin Kimani, during the Security Council Urgent Meeting on the Situation in Ukraine’, The Permanent Mission of the Republic of Kenya, United Nations Security Council, February 2022 at https://www.un.int/kenya/sites/www.un.int/files/Kenya/kenya_statement_during_urgent_meeting_on_on_ukraine_21_february_2022_at_2100.pdf.

Defense & Security
Black Sea marked with Red Circle on Realistic Map.

War in the Black Sea: The revival of the Jeune École?

by Tobias Kollakowski

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском ABSTRACT This article analyses the naval dimension of the Russo-Ukrainian War in order to examine in which ways Ukraine’s approach to naval warfare in the Black Sea fits with Jeune École concepts – one of the leading naval strategic schools of thought. Having elaborated on the considerable success Ukraine has been able to achieve by applying a Jeune École approach and having explained the limits of Jeune École thinking in the conflict at sea, the article argues that Ukraine should be careful when considering to evolve the war at sea into a symmetrical conflict between conventional fleets.ARTICLE HISTORY Received 7 July 2024; Accepted 18 February 2025KEYWORDS War in the Black Sea; Jeune École; Russo-Ukrainian War; naval strategy; Ukrainian Navy The war that has been raging in the Black Sea since February 2022 is not a clash of titans. Its predominant characteristic are not naval battles between conventional fleets but, on the contrary, the absence of such engagements. Furthermore, as subsequent sections will further detail, most of these actions take place in the littoral. While the maritime dimension of the full-scale Russo-Ukrainian War has joined the Indo-Pakistani Naval War of 1971 and the 1982 Falklands War as among the most destructive naval wars since the end of WW2, the way in which it is waged involves coastal-defence batteries, pin prick attacks by uncrewed aerial systems (UAS), air-launched missile strikes and an asymmetric campaign carried out by uncrewed surface vehicles (USV). Not least important, the divergence between asymmetric and conventional naval warfare has not only informed the ways in which military actions have been carried out. Rather, it goes to the heart of a much larger debate over Ukraine’s fleet design and naval strategy. In this debate between adherents of a blue-water school of thought and advocates of the so-called ‘mosquito fleet’, both fractions have argued over the most appropriate develop- ment of the Ukrainian Navy and its future capabilities. To adopt an analytical framework that is well-suited to the nature of the conflict, both lethal and inter- state in the Black Sea and intellectual and within Ukraine’s military establishment, this article refrains from applying theories connected to prominent theoreticians associated with the blue-water school of thought (the ‘Old School’),1 such as Alfred Thayer Mahan, Philip Howard Colomb or Sir Julian Corbett.2 Literature on contem- porary naval strategy has indeed adopted concepts associated with these schools of thought, for example in the case of Japan (Corbett), the People’s Republic of China and India (Mahan).3 While blue-water concepts may prove beneficial when interpreting the oceanic ambitions and strategies of Asia’s mightiest naval powers, this article instead refers to Jeune École (Young School) naval strategic school of thought – one of the leading schools of thought in naval theory developed by 19th century French naval theoreticians and practitioners. As argued throughout this article, concepts and controversies affiliated with Jeune École (JÉ) are well-suited to explain the developments, circumstances and debates concerning the maritime theatre of the Russo-Ukrainian War. Scholars and experts have recently paid considerable attention to the mar- itime dimension of the Russo-Ukrainian War. Seth Cropsey, for example, argues that access to, and control of, the Black Sea is critical to the outcome of the war and Brent Sadler elaborates on lessons identified from the War in the Black Sea for a potential war involving Taiwan.4 Furthermore, scholars have examined the circumstances and implications of the transformation of a maritime gray zone conflict into a conventional war and the impact of the Russo-Ukrainian War on maritime commerce and the regional naval balance of power.5In a recent study, Md. Tanvir Habib and Shah Md Shamrir Al Af have also usefully explored Ukraine’s innovative usage of naval drones, tracing the lessons, conditions and implications of Ukraine’s approach to the War in the Black Sea and arguing in favour of the adoption of maritime asymmetric warfare strategies and capabilities by smaller countries.6 However, while deeply engaging in the discussion on asymmetric warfare Habib’s and Md Al Af’s analysis does not address the ‘Young School’ of naval strategic thought or matters of naval theory more generally. In contrast to the above-mentioned authors, in his review of the book Vaincre en mer au XXIe siècle, Michael Shurkin does take note of the fact that naval drones ‘perhaps breathe new life into the old vision of the Jeune École’ when he addresses the fact that the authors have not included the Russo-Ukrainian War due to the date of publication. However, given the nature of his article as a book review, Shurkin doesn’t elaborate on this idea.7 This article differs from the existing literature by embedding the War in the Black Sea and differing perceptions on the development of the navy and the appropriate fleet design within larger strategic debates discussed in naval theory. As elaborated in section six of this paper, a traditional assumption expressed by many authoritative voices has it that a JÉ approach is not a viable approach to wage war at sea, especially against an opponent enjoy- ing a much greater superiority in available means. Based on the examination of the case study of the Russo-Ukrainian War, this article shows how many debates surrounding the original 19th century JÉ also apply to the ongoing war in the Black Sea and demonstrates that Ukrainian success at sea and at the coast is closely linked with JÉ thinking. Given the length of the conflict and the great number of events at sea and onshore involving a broad range of topics, a comprehensive summary of the conflict at sea would go far beyond the scope of a single article. Consequently, maritime-related devel- opments are only covered as far as relevant for this article’s research design and to support or dismiss concepts associated with the JÉ naval strategic school of thought. This also means that this paper covers comparatively little on the actual conduct of naval operations. For the level of interpretation as applied in this article, tactics and operations are largely irrelevant. Ultimately, the debate on anti-access and area denial (A2/AD), a topic that has been covered in great depth within the two recent decades,8 has been largely omitted from this article. The reason is as follows. There is some conceptual overlap between the JÉ and the A2/AD debate – especially con- cerning the JÉ’s rebirth in form of the Soviet Molodaya Shkola (Young School). While JÉ could only influence naval policy in France for a few years at the end of the 19th century, elements of JÉ thinking gained prominence approxi- mately three decades later in the newly-established Soviet Union. Taking into consideration the harsh economic situation and the disastrous state of the navy in the early USSR and denouncing blue-water ‘Old School’ thinking as imperialist, advocates of the Molodaya Shkola favoured a naval strategy based on an inshore defence made up of small surface vessels, submarines, mines, coastal artillery and land-based aviation. In contrast to the Molodaya Shkola’s approach to use asymmetric means to counter conventionally super- ior navies that was effectively similar to the French JÉ, there were some differences between the two schools. Probably, the most significant differ- ence concerned the JÉ’s focus on offensive commerce raiding.9 However, whereas denying enemy major surface combatants access to one’s own littoral by employing small heavily armed craft qualifies as being very much in line with A2/AD, JÉ and Molodaya Shkola thinking, the same cannot be said for the extensive use of land-based systems. For example, the traditional ‘Central Mine and Artillery Position’ [RUS: TS͡ entral’naia͡ minno-artilleriĭskaia͡ pozits͡ iia͡ ], the stationary SSC-1 Sepal10 of the Cold War era and the contemporary Russian SSC- 5 Stooge [RUS designation: Bastion] and SSC-6 Sennight [RUS designation: Bal] coastal defence missile systems or Ukraine’s R-360 Neptune anti-ship missiles11 all count as essential elements of the A2/AD discourse. Conceptually, however, they fit much better into ‘coastal defence theory’ and the ‘brick-and-mortar school’ rather than the JÉ.12 Trying to cover all the facets of the naval dimension of the Russo-Ukrainian War would blur the conceptual lines between the differ- ent naval strategic schools of thought. It would deviate this article ever further away from its selected theoretical framework: the original 19th century ideas associated with JÉ thinking. This article comprises seven parts. Part one briefly summarises the princi- pal ideas of the 19th century JÉ as the analytical framework for interpreting Ukraine’s approach to the War in the Black Sea. The second section examines how Ukraine, having successfully withstood the initial Russian offensive, waged naval war against the Russian Black Sea Fleet (BSF) and how the conduct of warfare fits within JÉ thinking. Having elaborated on derivations from JÉ theory as far as commerce warfare is concerned, parts three and four elaborate on the limitations of the applicability of the theory. As shown at different points throughout the article, many essentials of the debate are remarkably similar despite a time difference of 150 years. The fifth section elaborates on the ways in which Ukraine attacks Russia’s maritime critical infrastructure and argues that Ukraine’s approach blends well with the JÉ strategic school of thought. Towards the end, the article presents ongoing debates on Ukraine’s naval future which once again reveal the long-standing aversion of naval leaders to embrace JÉ ideas. While the article does address certain aspects of the Russo-Ukraine War at various points throughout the text, it is in these concluding sections that the debate between ‘Old School’ proponents and the fraction advocating the development of the ‘mosquito fleet’ is illustrated. Readers only interested in this element of the academic discussion may wish to fast-forward to section six. Ultimately, the article argues that essential elements of JÉ thinking have demonstrated their worth as a viable naval strategy, at least on the narrow seas, and should receive more positive appreciation by inferior conflict parties. The origins of Jeune école During the 19th century, French naval thinkers had to tackle the issue of British naval supremacy that rested on a battle fleet vastly superior to its French counterpart while being confronted with the financial and industrial capacities of the British Empire and a redistribution of the military budget prioritising continental warfare as a result of the 1870–71 Franco-German War.13 As a result, JÉ proposed an approach to naval warfare that seeks to avoid the enemy’s fleet and targets the enemy’s sea lines of communication. For this purpose, Baron Richild Grivel, one of the forerunners of JÉ, had already proposed commerce raiding as the ‘the most economical for the poorest fleet’ and ‘at the same time the one most proper to restore peace, since it strikes directly [. . .] at the very source of the prosperity of the enemy’.14 The ideal unit to conduct such a kind of warfare was the cruiser. Drawing conclusions from the Napoleonic Wars, Grivel points out that the immense resources Napoleon had spent in constructing ships of the line (FRA: vaisseaux) would have been much better invested in the construction of quick and well-armed ships capable of waging ‘partisan warfare’.15 Furthermore, late 19th century technological advances played a major role in the calculations of JE supporters. Torpedoes, mines, and submarines made major surface combatants much more vulnerable,16 while the introduction of steam propulsion made naval battles between unlike opponents rather improbable.17 In combination, these developments led Admiral Théophile Aube, a founding father of JÉ, to the conclusion that the ship of the line was not the desired naval vessel for the future.18 When Aube became Naval Minister in 1886, the ideas of JÉ, focusing on means to wage asymmetric warfare,19 were, though only for a relatively short period, practically implemented: Aube halted battleship production, prioritis- ing the acquisition of cruisers, torpedo boats, and gunboats and ordering the construction of the Gymnote, the first French torpedo-equipped submarine.20 Still, there was substantial resistance against JÉ even during its heydays not least because of legal considerations. French naval officers, such as Commander Heuette and Admiral Bourgois, were strongly opposed to the blatant violations of international law JÉ was proposing as it demanded reckless and merciless commerce raiding (FRA: guerre de course).21 Fast, small and numerous – how Ukraine crippled the black sea fleet At the end of March 2022, it had become clear that Russia’s gambit for a quick offensive victory over Ukraine had ended in disaster. At sea, the Russians had achieved some success, among others achieving sea control and capturing Snake Island close to the Ukrainian shoreline, but had failed to carry out a decisive landing operation in the northwestern Black Sea. However, a few weeks after the beginning of the invasion, in April 2022, the Ukrainians employed their land- based sea denial capabilities and following attacks against Russian warships, most notably the cruiser Moskva, by Ukrainian coastal defence forces, the BSF’s position off Ukraine’s Black Sea coast could no longer be sustained.22 Subsequently, Ukraine went on the offensive. As a forward position, main- taining a presence on the island and re-supplying the deployed forces proved particularly difficult for the Russians as Ukrainian forces shelled the island from the Ukrainian coast and targeted vessels carrying out resupply runs to the island. According to different sources, the BSF suffered the loss of several smaller units as, among others, strikes carried out by Bayraktar UAS targeted Russian patrol boats and auxiliary vessels operating in proximity to Snake Island.23 In May 2022, the Russians claimed to have shot down 30 UAS in the Snake Island region in three days.24 Even if these numbers were correct, the effects that relatively cheap, mass-produced drones could exert on Russian equipment at land and at sea, which was expensive and hard to replace, was devastating. After a struggle that had lasted for several months, the Russian military finally withdrew its troops from Snake Island by 30 June 2022.25 Following the withdrawal of BSF from the northwestern Black Sea, the Ukrainians launched an extensive sea denial campaign throughout the entire Black Sea region. Over the next years, numerous Russian warships were reported having been attacked and sometimes fatally damaged by Ukrainian USVs. Examples include the alleged destruction of the corvettes Ivanovets (January/ February 2024) and Sergey Kotov (attacked in September 2023/supposedly sunk in March 2024) and the tank landing ship Tsezar Kunikov (February 2024).26As Habib and Md Al Af argue, the employment of such an asymmetric approach was critical for Ukraine’s ability to withstand the Russian invasion at the time of writing. Asymmetric capabilities both in the air, at sea and on land have made significant contributions to denying the Russians a quick, decisive victory and have pro- tracted the conflict.27 The BSF reacted in various ways, among others, by use of electromagnetic warfare and adding fire power to their naval assets.28 Still, even while Russian naval forces were seeking to adapt, losses were accumulating. After two years of war, naval expert Igor Delanoë assessed, ‘the BSF has not been able to overcome all the difficulties emanating from an asymmetric warfare at sea caused by the Ukrainians’ employment of naval drones and cruise missiles’.29 Already as early as August 2022, British intelligence assessed that Russian patrols were ‘generally limited to waters within sight of the Crimean coast’.30 As elaborated in the following sections, however, neither was navigating close to the shore nor staying in port going to be a viable naval strategy for the Russians. Ukrainian drone tactics involved attacks by swarms of fast USVs that were continuously improved and specialised.31 As in the case of UAS attacks, by employing comparatively cheap USVs Ukraine benefited from a great advan- tage in terms of cost-efficiency when targeting expensive assets such as warships.32 ‘Speed and numbers’, in the words of Røksund the ‘mantra’ of JÉ, 33 stood at the heart of Ukraine’s approach to naval warfare. It is therefore little wonder that Ukrainian scholars themselves have also drawn compar- isons with the Molodaya Shkola school of thought. Ukrainian military journal- ist and historian Oleksandr Vel’mozh͡ ko, for example, points out,In fact, I see here a new ‘edition’, so to speak, of the ‘young school’ - the theory of creating naval forces on the basis of small mine-torpedo, missile, or other currently high-tech weapons that would cost relatively cheap and could be used against large warships.34 Furthermore, various videos released by Ukrainian security agencies show attacks under conditions of low visibility, especially at night, when the drones could take full advantage of their small signatures.35 Immediately, nighttime torpedo boat attacks against bigger and much more heavily armed comba- tants – one of the JÉ’s leitmotif’s [FRA: ‘de nuit, l’avantage est pour les torpilleurs’ – at night, the advantage is for the torpedo boats] – come to mind.36 Essentially, the means and ways which Ukraine applied to erode the BSF’s strength resembled JE thinking at its core. While the asymmetric ways in which Ukraine has countered Russian conven- tional superiority at sea have proven to be exceptionally successful and can serve as a 21st century role model for a JÉ style of naval warfare, the second pillar of JÉ’s warfare concept – offensive commerce raiding – requires elaboration. Firstly, apart from very few instances reported by the Russian conflict party right at the outbreak of hostilities – Russia claimed that Ukrainian missiles had hit the mer- chantmen SGV Flot and Seraphim Sarovsky – Ukraine has abstained from carrying out attacks against Russian civilian shipping. As Raul Pedrozo argues, unless there were specific conditions (see the following section) which qualified both Russian merchant vessels as legitimate military targets, attacks on these vessels would have been inconsistent with the law of naval warfare.37 Whatever the conditions surrounding the alleged attacks against these two civilian ships during the first 24 hours of the war, as far as analysts can tell from publicly accessible information about the war at sea, they were isolated incidents. By no means did Ukraine pursue a naval strategy in which the deliberate targeting of enemy civilian vessels played any role. Secondly, on 5 August 2023, Russian sources reported that the Russian tanker Sig had been struck by Ukrainian forces close to Crimea – a claim that was later confirmed by the Ukrainian conflict party.38 According to various sources, how- ever, Sig was carrying fuel for military purposes to Syria.39 Thus, in this particular case, it was ‘integrated into the enemy’s war-supporting effort’ and ‘due to its behaviour fulfilled the requirements of a military objective’ which also includes ‘transporting war material or transporting or supplying troops’. Consequently, Sig lost its protected status as a merchant vessel and became a legitimate target.40 Thirdly, it is true that on 20 July 2023 the Ukrainian Ministry of Defence published a warning that from 21 July, all vessels headed to Russian ports or Russian-occupied Ukrainian ports may be considered as those carrying military cargo.41 Subsequently, this declaration was also reinforced by remarks made by various Ukrainian senior representatives in the context of the drone strike on tanker Sig who claimed that (every) Russian ship sailing in the Black Sea was now a legitimate target.42 However, the situation surrounding these declarations needs to be taken into consideration. In the context of the termination of the U.N. Grain Initiative and before the Ukrainians, the Russian Ministry of Defence had released a statement which declared that from ‘Moscow time on 20 July 2023, all vessels sailing in the waters of the Black Sea to Ukrainian ports will be regarded as potential carriers of military cargo’.43 Furthermore, at the time, Russia also targeted Ukrainian ships, ports and infrastructure connected with the export of grain.44 As Oleg Ustenko, an economic adviser to Ukrainian President Volodymyr Zelenskyy, points out, Ukraine’s ‘move was retaliation for Russia withdrawing from the U.N.-brokered Black Sea grain deal and unleashing a series of missile attacks on agricultural stores and ports’.45 The attack on the port of Novorossiysk had immediate effects on the movement of shipping and the calculation of war risk premiums (marine insurance).46 When both sides had given the opponent a taste of what a potential war on commercial shipping could look like, the smokescreen dispersed. Ukraine abstained from carrying out its threats. Thus, rather than interpreting Ukrainian activities within the framework of JÉ, theories on (non-nuclear) deterrence and strategic communication are much better suited to explain the events concerning civilian shipping in July and August 2023. Nothing remotely resembling a guerre de course-strategy had occurred. Why was this the case, especially in light of the enormous costs Ukraine could cause to Russian seaborne trade in comparison with the small investment associated with a few USVs? Legal constraints associated with the protection of mer- chant ships need to be primarily mentioned in this context.47  Limits to Jeune école – the legal and political dimension Although a comprehensive discussion of the law of naval warfare goes beyond the aims of this article, it is useful to recapitulate a few legal aspects concerning the war at sea. As a matter of principle, hostile merchant vessels do not qualify as legitimate military targets.48 The 1936 London Protocols awarded further protection to the status of merchant ships and clarified the rules of submarine warfare. They state, In particular, except in the case of persistent refusal to stop on being duly summoned, or of active resistance to visit or search, a warship, whether surface vessel or submarine, may not sink or render incapable of navigation a merchant vessel without having first placed passengers, crew and ship’s papers in a place of safety.49 To act in accordance with the law of armed conflict Ukraine would have had to seize Russian merchant vessels as prises and/or proclaim a maritime block- ade against the Russian Federation. In doing so, the Ukrainian Navy would have to enforce this blockade and, as a consequence, could/should have employed a belligerent’s right of visit and search.50 In order to interdict maritime traffic to the Russian coast and given the illegality of non- enforced blockades, both approaches – seizing individual enemy merchant ships and blockading the coastline – would require Ukrainian naval (and/or air) force (surface combatants) detecting civilian vessels, ascertaining their character and cargo and seizing vessels.51 Thus, as Ukraine lacked the surface units and the necessary sea control to seize ships, to enforce a blockade that requires ‘ensuring vessels trying to pass the blockade with sufficient probability’ and to exercise the belligerent’s right of visit, there were basically no options available to Ukraine to take actions against merchant shipping bound for Russian ports, if Ukraine was to act in accordance with the law of naval warfare.52 There are certain conditions when a merchant ship loses its protected status and becomes a legitimate military target, for example, when acting as naval auxiliaries, resisting capture or the belligerent’s right of visit and search or carrying out intelligence or communications functions.53 However, these conditions would not apply to a hypothetical scenario in which Ukraine would wage economic warfare against merchant shipping. Neither were merchant vessels bound for Russian ports sailing in convoys nor could merchantmen sailing towards Russian Black Sea ports generally be considered ‘integrated in Russia’s [and Ukraine’s] war effort’. All the conditions under which merchant ships may be eligible to attack during armed conflicts would not apply. While attacks on unarmed merchant vessels – especially for the weaker side – remains a tempting option in the 21st century as much as it was in the 19th century, the fear to commit blatant breaches of international law have had a discipling effect throughout the centuries. As outlined in section two of this article, the disapproval of the illegal ways of warfighting at sea that had been proposed by JÉ have been as old as this school of thought itself. In addition to the legal constraints that apply to commerce raiding, both sides’ decision not to follow the path leading to unrestricted economic warfare at sea should also be interpreted within the political context. For Ukraine acting in accordance with the law of armed conflict was significant as its support by the global community of liberal-minded states was shaped by these states’ normative understanding of the rules-based world order and international politics.54 Furthermore, both Ukraine and Russia were important exporters of various raw materials and food – particularly as far as the countries of the Global South were concerned. For example, in 2020, 15 countries in Africa imported over 50% of their wheat products from Ukraine or Russia. The impact of the war on the continent was profound as Africa suffered from a shortage of approximately 30 million tons of grains and serious inflation.55 Against this background, it seems clear that the targeting of merchant ships loaded with cargo desperately needed by the most vulner- able regions in the world would have only come at a tremendous political cost for the war parties. As Timothy Heck sums it up, Both the Ukrainians and the Russians wanted the benefits of international commerce and, diplomatically, to gain/earn/keep the goodwill of recipient nations by allowing regulated commercial traffic to escape the war zone.56 Again, similarities with the 19th century debates concerning JÉ are striking. Already in the 1880s influential opponents to JÉ, such as Admiral Bourgois, had criticised that tactics proposed by JÉ and illegal acts of naval warfare would rally neutral countries against France – the last thing an inferior French Navy in a military confrontation with Britain needed.57 While both sides largely refrained from directly targeting merchant ship- ping apart from a few exceptions, strikes against maritime critical infrastruc- ture and onshore facilities, which enabled both maritime commercial and naval operations at sea, evaded many of these constraints. Indeed, as each side intended to attrit the opponent’s ability to use the sea for one’ s own purposes, repeated attacks by various weapon systems against a wide range of maritime targets ashore became another principal characteristic of the Russo-Ukrainian War.  The degradation of Russia’s geostrategic position at the Black Sea Having elaborated on the applicability and the limits of the JÉ approach on the war at sea, the following section takes into consideration the second component of the systematic destruction of Russian naval capabilities in the Azov-Black Sea region: the targeting of Russian maritime infrastructure ashore and in port. In October 2022, a large-scale Ukrainian drone attack against Russian littoral positions attracted wide attention when several unmanned aerial vehicles and autonomous surface vehicles attacked the port of Sevastopol.58 Over the course of the next years, Ukraine repeatedly attacked Russian naval assets stationed on Crimea ashore and at the coast of the peninsula. Examples include strikes against Russian naval aviation at Saky airfield in August 2022, against various targets in the port of Sevastopol in March 2024 – apparently impacting the Ropucha-class tank landing ships Azov and Yamal – or against the Karakurt-class corvette Tsiklon in May 2024.59 Shortly after attacks against Russian infrastructure on Crimea had been reported, reports about Ukrainian strikes against Novorossiysk were pub- lished. In November 2022, a Ukrainian sea drone was reported having struck the Sheskharis oil terminal in Novorossiysk at night.60 As later reported by the newspaper Ukrainska Pravda, the following July, at a presidential meeting, Ukraine’s leadership had decided to launch strikes against Russian port infra- structure as a retaliatory measure for Russian missile and drone attacks on Ukrainian ports in the aftermath of the termination of the grain initiative.61 Subsequently, in early August 2023 movement of vessels was temporarily halted at the Port of Novorossiysk following a Ukrainian drone attack and the Russian tank landing ship Olenegorsky Gornyak suffering serious damage caused by a USV attack.62 Ukrainska Pravda reports on the moment when the Ukrainian drone operators came across various merchantmen while navigat- ing their USVs towards Novorossiysk. ‘Somewhere en route the operators saw a tanker. They asked if it could be perceived as a target. No tankers! If we hit a tanker in neutral waters, then we’ll be branded as some kind of terrorists. Your target is the port. (. . .) ’ a head of the mission said.63 Although this statement was reported by a conflict party and cannot independently be verified, it supports the argument made in the previous section about the limits of the JÉ approach in the case study of the Russo- Ukrainian War as far as the targeting of civilian shipping is concerned.64 Furthermore, and also exactly as in the case of the war on the open sea, the conflict parties had to consider third party opinions. As Ukrainska Pravda reports, following the Ukrainian strike against the port of Novorossiysk, ‘the Country’s Leadership received Warnings from partners at all levels’.65 In 2024, Ukrainian strikes against critical maritime infrastructure continued. In May, for example, Ukrainian attacks were reported on Novorossiysk’s seaport, an oil refinery in Tuapse and the Sevastopol Bay area.66 In early April 2024, Ukrainian Military Intelligence (HUR) published footage of a strike against an oil pipeline in Rostov Oblast that supposedly was used to transport oil products to the local oil depot for tankers in the Azov Sea. According to HUR, ‘the loading of tankers with oil products has been suspended indefinitely’.67 While the claim cannot be confirmed, the concept of striking the production and transport facilities before transportation rather than the merchant ships transporting the cargo highlights approaches to deal with the limits on economic warfare in the maritime dimension as detailed above. Although the BSF had to redeploy further to the eastern part of the Black Sea and Russia attempted to set up maintenance infrastructure further east, Ukraine continuously expanded the range of target locations and has thus been gradually degrading the Russian ability to make use of the sea. In the words of a retired U.S. admiral, ‘If you’re on a Russian naval ship, you’re not safe anywhere in the Black Sea’.68 As another element of Ukraine’s strike campaign, Ukraine has also targeted objectives whose destruction had a long-term impact on Russian naval capabilities and its war-making potential. For example, in July 2022 and in September 2023, Ukraine was reported having struck the naval staff/the headquarters of the BSF in Sevastopol – the latter attack causing devastating effects.69 As far as attacks against Russia’s industrial base and logistical infrastructure are concerned, examples include Ukrainian attacks against the Zaliv shipyard in Kerch, Crimea on 4 November 2023, which reportedly damaged the not yet commissioned Karakurt-class corvette Askold, and the strike against the Ropucha-class tank landing ship Novocherkassk that left the ship sunk at the bottom of the harbour. The strike has thus, extremely likely, rendered one of the main berths of the Feodosia port, which had been in use as an important logistical hub, unusable.70 A particularly devastating strike was carried out on 13 September 2023 when a Ukrainian missile strike hit dry docks of the Sevmorzavod shipyard, maintenance facilities of the BSF, in effect causing extensive damage to the Ropucha-class tank landing ship Minsk and the Kilo-II-mod-class conventional submarine Rostov-on-Don and consequently severing ‘Sevastopol’s ability to undertake maintenance and repairs of Black Sea Fleet vessels, at least until the dry docks at the Sevmorzavod facility (. . .) can be returned to regular use’, as Thomas Newdick points out.71 As the second year of the war was approaching its end, independent experts and Ukrainian military representatives were pointing at serious maintenance support issues confronting the BSF in the future as adequate repair infrastructure in this maritime theatre became a scarce resource.72 In combination, the accumulation of all these strikes over the long term had a serious attrition effect on Russia’s ability to utilise the sea for its purposes. This concerned primarily the military dimension but, as the war progressed and Ukrainian strikes against refineries and port infrastructure accumulated, also gradually the commercial dimension. British representa- tives assessed that 13% to 14% (December 2023) and subsequently 25% (February 2024) of Russia’s Black Sea combatant fleet had been destroyed.73 Moreover, on 26 March 2024, Ukraine’s navy spokesman Dmytro Pletenchuk released Ukraine’s assessment that up to that point in time, approximately a third of the BSF had been destroyed or disabled. 74 After more than two years of war, the strength and presence of the BSF had diminished consider- ably and British Defence Minister Grant Shapps considered the BSF ‘function- ally inactive’ – an assessment further substantiated by the UK Defence Intelligence update the following month75 The BSF has largely withdrawn its ships and submarines from Sevastopol further eastwards to Novorossiysk. Since the removal of the BSF commander in March 2024, the fleet has been the least active since the war began.76 How do these strikes against Russian targets in port and ashore fit within the JÉ school of thought? Firstly, while not a principal feature that is com- monly associated with JÉ naval strategy,77 the foundational literature written by the originators of JÉ does mention attacks on an enemy’s coastal facilities. This primarily includes bombardment of civilian coastal settlements for the purpose of terror but also includes military facilities when the opportunity arises. Aube, for example, writes: The masters of the sea will turn the power of attack and destruction, in the absence of adversaries evading their blows, against all the cities of the littoral, fortified or not, peaceful or warlike, burn them, ruin them or at least ransom them without mercy.78 Equally connecting strikes against military facilities at the coast with this naval strategic school, journalist and JÉ theoretician, Gabriel Charmes, argues,: The bombardment of Alexandria further showed that, if the heavy artillery of a battleship risked being quickly reduced to impotence by the resistance of the forts, the only weapon which could cause them serious damage was small artillery carried on fast ships.79 Secondly, if attention is paid to the connotated message the founding fathers of this naval school of thought tried to convey, a good argument can be made that Ukraine’s targeting of Russian infrastructure at the coastline fits well with a JÉ approach. Ukrainian strikes consist of numerous fast strikes and well- placed pin prick attacks that outmanoeuvre enemy defences and hit unex- pectedly. They are not built on sea control and air superiority because Ukraine did not enjoy dominance of these domains. Thus, the strikes were not ‘decisive’ in a Mahanian sense but rather the modern adoptions of concepts already presented by Admiral Aube during the 1880s. With the extreme mobility that steam gives to all warships, whatever the special weapon with which they are equipped, with the speed and security of informa- tion that the electric telegraph allows, with the concentration of force that is ensured by the railway, on the one hand side, no point on the coast is safe from attack.80 If one were to exchange the concept of steam power with modern forms of power generation, the telegraph with modern ISR and command and control systems and the railway with all forms of transportation available at the beginning of the 21st century, Aube’s article could very well describe a military scenario of the Russo-Ukrainian War. Repeated attacks against – and thus attrition of – the opponent’s naval geostrategic position could seriously degrade the opponent’s ability to operate, sustain and reinforce a fleet over a longer time period without having to destroy the opposing fleet in a symmetrical battle is essentially the quintessence of JÉ thinking. Granted, in Aube’s age, it would have been difficult to imagine how non- conventional means could assemble the necessary amount of firepower to cause the substantial damage to the opponent’s position as shown by the War in Ukraine. But since the development of weapon systems of ever greater ranges, a stakeholder’s position may be vulnerable to repeated attacks by an opponent even if the opponent has not been able to establish sea control and is using asymmetric styles of warfare. To sum up, technological advances have enabled the inferior side to pursue a naval strategy that contributed to driving down the opponent’s fleet’s capabilities without actually seeking a symmetrical engagement with his fleet. This, of course, is completely in line with JÉ thinking – a so-called ‘material school’ of naval strategic thought.81 Thus, in contrast to the deliberate targeting of merchantmen, in the case of attacks against Russian maritime infrastructure the Ukrainian approach can be interpreted as continuing and complementing JÉ thinking. The way ahead: Old school or young school? Ukraine’s asymmetric approach to naval warfare and the adoption of ideas associated with JÉ have secured Ukrainian successes in the maritime domain few experts could have predicted at the beginning of the hostilities.82 It is not exaggerated to claim that the significance of these events is historical. Generally speaking, many scholars and historical studies have not been particularly positive in their verdicts about JÉ as a viable strategic school of thought. As Arne Røksund elaborates, even when Théophile Aube was Minister of Marine (1886–1887), he could not overcome the French admiralty’s resistance to giving up entirely on battlefleets. The same holds true for the second generation of JÉ proponents during the latter 1890s.83 By the time De Lanessan was appointed Minister of Marine in 1899, ideas about great quan- tities of fast but mostly smaller vessels gave way for naval concepts based on comparatively fewer warships of high quality as ‘the French Navy should concentrate on what he regarded as core elements of a first-rank navy’.84 Subsequently, as Røksund, recapitulates, ‘The French Navy did not fight any war following the theory of the Jeune école.’85 Ian Speller comes to a similar conclusion as he underlines that  Even in France there was never a consensus in favour of their [Jeune École’s – author’s note] policies, and French naval policy remained divided (. . .) Ultimately, the Jeune École failed in their attempt to bring radical change to French naval policy.86 Similar to the fate of the French original, the Soviet Molodaya Shkola was replaced rather quickly by grand visions of ‘Stalin’s Big Ocean-going Fleet’ deemed more adequate for Soviet great power status.87 Of what relevance could JÉ ever be when – referring to a leading British naval historian – there has never been a historical example when the approach proposed by this strategic school of thought has ever worked in practice.88 Such criticism was very much in line with the writings of another prominent naval practitioner and theoretician: Admiral Gorshkov, Chief of the Soviet Navy. According to Gorshkov, the naval strategy pursued by the German naval leadership during WW2 had failed because it left the U-boats alone in their fight against the Allied navies without support by other subbranches of the navy. Without the danger of German naval and naval air forces attacking their surface vessels, Allied navies could focus on anti-submarine warfare and ‘the priority devel- opment of only one warfare branch, the subsurface forces, ultimately had to lead to a drastic limitation of the German fleet’s spectrum of tasks when fighting against the enemy’s fleets’, was his argument.89 As a consequence, Gorshkov strongly argues in favour of a balanced fleet which could potentially even defeat a numerically superior but unevenly developed opponent.90 In contrast, the war in the Black Sea has demonstrated that a JÉ approach can actually succeed in neutralising a superior, opposing naval force, at least in a narrow sea.91 Given recent events, the critical perception of JÉ should be carefully re-evaluated. Apart from the historical point of debate that the German military leadership had to fight WW2 with a different fleet than the ‘balanced fleet’ of the Z-Plan that it had originally envisioned but that had not been realised in time, there is also a conceptual issue worth debating from a strategic studies perspective. As various experts and, in fact, the German naval leadership,92 have repeatedly touched upon, the German Navy was doomed to lose the war at sea due to the greater strategic conditions (e.g., fleet sizes, war-making potential including shipbuilding capacity etc.) under which it had to fight WW2.93 If there was no winning condition in a conventional naval war, however, and if, consequently, the sense in carrying out the conflict at sea was not to ‘rule the waves’ but to cause the maximum amount of damage and bind a large Allied force in a way as resource-efficient as possible it has to be critically examined whether a JÉ may have actually been the smartest approach the German Navy could have chosen.94 As elaborated below, similar strategic calculations should be taken into consid- eration when debating the case of Ukraine and the War in the Black Sea. Commerce raiding, another feature of the JÉ approach, has equally been dismissed as futile. As far as targeting of individual merchant ships is con- cerned, the blue-water prophet himself, Alfred T. Mahan viewed this style of warfare as ‘the weakest form of naval warfare’95 and criticises ‘A strong man cannot be made to quit his work by sticking pins in him’.96 A hundred twenty years after Mahan, this assessment also may have lost some of its persuasive power. At the beginning of the 21st century, global sea-based commerce has become very sensitive to changes in the security environment and much more risk averse. Furthermore, the differentiation between flag states, ship owners, cargo owners, crews and charterers has greatly reduced ‘national interest’ within maritime commerce. As a consequence, the outbreak of hostilities in the northwestern Black Sea at the beginning of the Black Sea has – not discounting other factors, such as the closing of ports and Ukrainian authorities prohibiting merchant ships from leaving ports – led to a drastic collapse of merchant shipping to and from Ukraine.97 Similarly, the drastic effects of the 2023 attack against the port of Novorossiysk and the Sig on the maritime commercial sector have already been mentioned. Against this background, it seems extremely likely that if Ukraine struck or sank even a small number of merchantmen destined to call in ports such as Novorossiysk, Taganrog, Taman or Tuapse this would have devastating effects for Russian sea-based transportation in the entire Azovo-Black Sea basin. However, as already noted, as far as commerce warfare is concerned, the limiting factor was less of operational and more or of legal and political nature. While some of the aspects of warfighting associated with JÉ were already considered immoral and contrary to international law during the 19th century, the weight of politico-legal circumstances and the necessity to fight a ‘just war’ are even more significant during the 21st century. This is particu- larly true for Ukraine which depends on the support of the Global West – a value-driven community. In summary, an approach to warfare closely associated with JÉ has awarded Ukraine great successes for more than two years of war in the Black Sea. But as Ukraine has to fight the war at sea solely based on a sea denial approach, the country is also faced with severe limitations. Any opera- tion that requires sea control as a precondition is effectively beyond Ukrainian means if not in immediate proximity of the Ukrainian coastline such as the reported landings of Ukrainian soldiers on drilling platforms.98 Keeping all these more abstract considerations in mind, the debates on (applied) naval strategy that are currently ongoing in Ukraine become much more comprehensible. Following – from Kyiv’s point of view – a successful campaign at sea, in which the reinforced BSF was pushed out of the western Black Sea and suffered considerable losses, a debate is taking place about the future devel- opment of Ukrainian Navy and Ukraine’s approach to warfighting in the maritime dimension. On the one hand, there are the proponents of building a symmetrical naval force. The ‘Doctrine of the Naval Forces of Ukraine’ that was released in 2021 was an ambitious strategic document. As far as the ‘expansion of the fleet composition through the construction and modernisa- tion of the existing fleet composition’ was concerned, the doctrine detailed ‘new generation missile boats, landing ships of various classes, patrol ships and boats for the protection of the territorial waters and the EEZ, uncrewed underwater vehicles, new types of supply vessels of various types’ and ‘the construction of new mine warfare vessels and small submarines’.99 Most breathtaking, the ‘Doctrine of the Naval Forces of Ukraine’ defined capabil- ities for ‘sea control on the open ocean’ as the number one priority for the development of the Ukrainian Navy in the period following 2030.100 It is also in this context that Ukraine’s interest in procuring frigates through the UK capability development initiative and developing the design of the Volodymyr Velykyi-class corvettes have to be interpreted.101 Taking into consideration the point from where the Ukrainian Navy had to restart in 2014, these acquisition goals were bold to say the least. More than two years into the war, visions about the future of the Ukrainian Navy have lost nothing of their grandness. According to this school of thought, among other things, the air defence capability of the Ukrainian Navy is to be strengthened, long-range strike capabilities are to be acquired, surface comba- tants of different classes are to be put into service and amphibious forces are to be set up in the form of additional naval infantry brigades with landing vehicles.102 This expansion of capabilities is intended to gradually create the conditions for achieving sea control. Having established sea control, Ukraine would be in a position to conduct amphibious operations on its own and even think about establishing a naval blockade of the Russian Black Sea coast. The construction of Milgem project corvettes for the Ukrainian Navy at the RMK Marine Shipyard in Istanbul103 and capabilities gained through the British-Norwegian Maritime Capability Coalition104 are important steps in this direction. On the other hand, another faction opposes the above-mentioned views. Proponents of this second philosophy of warfare emphasise that Ukraine has been able to wage the war at sea so successfully because it has used an asymmetrical approach. According to their view, it is important to maintain this approach and Ukraine should under no circumstances aim to fight a symmetrical naval war with the Russian fleet. The Ukrainian fleet design should therefore be based on a so-called mosquito fleet – a fleet consisting of small naval assets applying asymmetrical doctrine.105 This argument is not new. Already Ukraine’s 2018 ‘Strategy of the Naval Forces of the Armed Forces of Ukraine 2035’ elaborates, Recovery of the surface forces during the first two stages of the Strategy will be executed due to the boats of the ‘mosquito fleet’. This solution is the most realistic in terms of cost-effectiveness ratio. Due to its speed, manoeuvrability and armament, such boats are capable of performing practically the whole spectrum of tasks that are inherent to classical surface ships, but they have smaller sea worthiness and operational range from the coast.106 Although Ukrainian strategic documents repeatedly referred to the term ‘mosquito fleet’, the official Ukrainian naval discourse did not explicitly mention JÉ terminol- ogy. This detail stands in contrast to the above-mentioned remarks about the Molodaya Shkola by Ukrainian civilian commentators. It is also, on first sight, surprising given the actual approach to warfare in the Black Sea region that Ukraine – although not primarily the Ukrainian Navy as mentioned further below – has chosen which has paralleled what the JÉ espoused. However, as Admiral (ret.) Ihor Kabanenko, former deputy minister of defence of Ukraine, points out, ‘this term [Molodaya Shkola – author’s note] is not widely used in Ukraine – apparently, because our experts mostly look to the UK and the US and therefore appeal to the old school of sea power and sea mastery [Soviet/Russian/Ukrainian terminological equivalent of the English term “command of the sea”107 – author’s note], missing out on important experience of waging war in the continental sea’.108 The relative silence on JÉ within the official Ukrainian naval discourse is even less astonishing if the development since 2020, approximately, is taken into consideration. As Kabanenko argues, at some point around the turn of the third decade of the 21st century, Ukrainian naval strategy changed course and while abandoning ideas associated with a mosquito fleet, the ‘later document [the 2021 Doctrine – author’s note] instead calls for ambitious symmetric decisions and actions’ in turn stretching budgetary resources and making very costly, long-term investments.109 What had happened? In June 2020, Oleksiy Neizhpapa was appointed Commander of the Ukrainian Navy.110 Neizhpapa – an ‘Old School’ commander – favoured conventional naval forces.111 Talking at the launch of the UK/Norway/Ukraine Maritime Capability Coalition at Admiralty House in London in December 2023, Neizhpapa clung to his visions of a long-term plan for a capable conventional fleet until 2035 and clearly expressed that a powerful and capable navy is not only a tool to deter Russian aggression from the sea, but also a guarantee of the prosperity of our country and security in the region.112 It is thus not a surprise that the 2021 strategic document of the Ukrainian Navy took a sharp turn. Furthermore, as various sources point out, Ukraine’s most successful maritime assets, naval drones, have been predominantly although not exclusively operated by the civilian (SBU) and military (HUR) intelligence services rather than the navy.113 Many Ukrainians who adhere to the second faction view these grand fleet ambitions critically. As Captain (ret.) Andrii Ryzhenko argues, the cost of building up a conventional fleet as envisioned by the Ukrainian naval leadership would be extremely expensive. Such resources could be spent much wiser, especially, if the fact that Ukraine’s current naval strategy that enables effective sea denial operations is taken into consideration.114 Essentially, the ideas supported by Kabanenko, Ryzhenko and other proponents of this school of thought can be attributed to the long-standing tradition of JÉ thinking. In contrast, whereas throughout this article this author has argued that means and ways which Ukrainian security organs applied to erode its Russian opponent closely resembled a JÉ style of naval warfare, this evaluation is descriptive not prescriptive. Unlike civilian experts, such as Vel’mozh͡ ko, who have equally compared Ukraine’s approach to the War in the Black Sea with Young School thinking, there is no evidence supporting that Ukraine’s post-2020 naval leadership was deliber- ately pursuing a JÉ-informed strategy. On the contrary, available evidence points in the direction that for the decision-makers at the time of the Russian full-scale invasion of Ukraine the JÈ was not a source of direct inspiration. In fact, Ukraine’s naval leaders were informed by Old School thinking and capabilities for conventional, symmetric naval warfare were favoured. Revival of Jeune École? The discussion of attacks on merchant shipping has shown that if Ukraine really wanted to interfere with Russian merchant shipping or potentially even enforce a blockade itself, it would have to acquire a fleet consisting of at least some surface combatants. It is highly questionable that under the conditions of (this) war such an aim can be accomplished. Already before the full-scale invasion in February 2022, various experts criticised Ukraine’s apparent shift in naval strategy and the country’s ambitious plans to create a balanced fleet capable of, among others, conducting offensive maritime operations which they deemed unrealistic and a waste of resources arguing instead for the establishment of an effective mosquito fleet.115 Given that Ukraine is fighting an existential struggle in a mostly land- dominated theatre of war, Ukraine should carefully assess how many resources it would want to invest in capabilities in the maritime domain. Ultimately, Russia retains significant long-range strike capabilities as demon- strated by the strike campaign which the Russian military has been waging against Ukraine’s energy infrastructure since autumn 2022.116 So far, one of the great advantages Ukraine’s Navy has enjoyed over the course of this war has been that its mosquito fleet was difficult to track and neutralise by the enemy. Introducing large, tangible objects – naval vessels – into the arsenal of the Ukrainian military would deprive Ukraine of this advantage and make the life for the Russian targeting process a lot easier. Furthermore, given Ukraine’s geographic and geopolitical situation it has to be critically questioned whether Anglo-Saxon ‘Old School’ blue-water theories are the best fit for the Ukrainian Navy. As Gorshkov argues, it is ‘wrong to attempt to build a fleet according to the model and example of the strongest naval power’ as ‘every country has its specific needs for naval forces.’117 Thus, Ryzhenko is correct to emphasise time and again the necessity to pursue an asymmetric strategy at least as far as the enclosed theatre of the Azov-Black Sea-region is concerned. In his words,  Ultimately, small, fast, maneuverable and well-armed boats as well as unmanned aerial and surface vehicles comprising a well-equipped ‘mosquito fleet’ could quickly and efficiently strengthen the Ukrainian Navy and improve the chances to execute successful operations within confined and contested areas where, for now, Russia enjoys dominance in the air and sea. 118 Considering the fate of the JÉ and the Soviet Molodaya Shkola, the – one could almost say libidinal – desire of naval leaders to aim beyond the stage of JÉ weapons and doctrine and acquire a conventional fleet (in the old days a battlefleet) has been prevalent. More than 130 years after Aube, Grivel and the other founding fathers of JÉ, the temptation remains strong. Ironically, even in pursuing an actual war-winning JÉ-based strategy Ukrainian decision- makers are still tempted to revert to warfare capabilities associated with classical naval warfare. The Ukrainian naval leadership should consider care- fully before continuing to steer down this waterway. NOTES 1 Ian Speller, Understanding Naval Warfare, 2nd ed. (London and New York, NY: Routledge, 2019), 43ff. 2 See, for example, these authors’ most prominent works: Alfred Thayer Mahan, The Influence of Sea Power upon History 1660–1783 (Boston: Little, Brown, and Company, 1890); Philip Howard Colomb, Naval Warfare: Its Ruling Principles and Practice Historically Treated (London: W. H. Allen & Co., Ltd., 1891); Julian Corbett, Some Principles of Maritime Strategy (London: Longmans, Green and Co., 1911). Corbett has indeed also addressed several elements of naval warfare which are essential to the JÉ school of thought. For example, Corbett argues ‘The vital, most difficult, and most absorbing problem has become not how to increase the power of a battle-fleet for attack, which is a comparatively simple matter, but how to defend it. As the offensive power of the flotilla developed, the problem pressed with an almost bewildering intensity. With every increase in the speed and sea-keeping power of torpedo craft, the problem of the screen grew more exacting’ (Corbett, Some Principles of Maritime Strategy, 122). Due to limitations in aim and scope, this article limits itself to literature and theoreticians associated with the JÉ. Interpreting the War in the Black Sea from a Corbettian perspective may be an area for further research. 3 James R. Holmes and Toshi Yoshihara, Chinese Naval Strategy in the 21st Century: The Turn to Mahan (London and New York, NY: Routledge, 2008); David Scott, ‘India’s Drive For A “Blue Water” Navy’, Journal of Military and Strategic Studies, Winter 2007–08, 10/2 (2008); and Alessio Patalano, Post-War Japan As a Sea Power: Imperial Legacy, Wartime Experience and the Making of a Navy (London: Bloomsburry, 2016). 4 Seth Cropsey, ‘Naval Considerations in the Russo-Ukrainian War’, Naval War College Review, 75/4 (2022), Article 4; and Brent Sadler, ‘Applying Lessons of the Naval War in Ukraine for a Potential War with China’, The Heritage Foundation, 5 January 2023, https://www.heritage.org/asia/report/applying-lessons-the-naval-war-ukraine-potential-war-china. 5 Borys Kormych and Tetyana Malyarenko, ‘From Gray Zone to Conventional Warfare: the Russia-Ukraine Conflict in the Black Sea’, Small Wars & Insurgencies, 34/7 (2023), 1235–70; Silviu Nate et. alii, ‘Impact of the Russo-Ukrainian War on Black Sea Trade: Geoeconomic Challenges’, Economics & Sociology, 17/1 (2024), 256–79; and Nick Childs, ‘The Black Sea in the Shadow of War’, Survival, 65/3 (2023), 25–36. 6 Md. Tanvir Habib and Shah Md Shamrir Al Af, ‘Maritime asymmetric warfare strategy for smaller states: lessons from Ukraine’, Small Wars & Insurgencies 36/1 (2025), 29–58. 7 Michael Shurkin, ‘Plus Ça Change: A French Approach to Naval Warfare in the 21st Century’, War on the Rocks, 13 Oct. 2023, https://warontherocks.com/2023/10/plus-ca-change-a-french-approach-to-naval-warfare-in-the-21st-century/. 8 Andrew F. Krepinevich and Barry Watts, ‘Meeting the Anti-Access and Area-Denial Challenge’, Center for Strategic and Budgetary Assessments, 20 May 2003, https://csbaonline.org/research/publications/a2ad-anti-access-area-denial; Stephan Frühling and Guillaume Lasconjarias, ‘NATO, A2/AD and the Kaliningrad Challenge’, Survival, 58/2 (2016), 95–116; and Douglas Barrie, ‘Anti-Access/Area Denial: Bursting the “no-go” bubble?’, IISS Military Balance Blog, 29 Mar. 2019, https://www.iiss.org/blogs/military-balance/2019/04/anti-access-area-denial-russia-and-crimea. 9 Bryan Ranft and Geoffrey Till, The Sea in Soviet Strategy, 2nd ed. (Basingstoke: MacMillan Press, 1989), 94,95; Mikhail Monakov and Jürgen Rohwer, Stalin’s Ocean-Going Fleet: Soviet Naval Strategy and Shipbuilding Programs, 1935–53 (Abingdon: Frank Cass, 2001), 20ff. and Geoffrey Till, Seapower: A Guide for the Twenty-First Century, 4th ed. (London and New York, NY: Routledge 2018), 94,95. 10 The Land-Based Variant of the SS-N-3 Shaddock. 11 R-360 Neptune Anti-Ship Missiles are Believed to have Critically Damaged the Russian Cruiser Moskva in April 2022. Ellen Uchimiya and Eleanor Watson, The Neptune: The Missiles that Struck Russia’s flagship, the Moskva, CBS News, 16 Apr. 2022, https://www.cbsnews.com/news/moskva-ship-sinking-russian-flagship-neptune-missiles/. 12 Till, Seapower, 93; Beatrice Heuser, The Evolution of Strategy: Thinking War from Antiquity to the Present (Cambridge: Cambridge University Press 2010), 225,226. 13 Arne Røksund, The Jeune École: The Strategy of the Weak (Brill, 2007), iX; Martin Motte, Une Éducation Géostratégique. La Pensée Navale Française de la Jeune École à 1914 (Paris:: Economica, 2004), 99. 14 Richild Grivel, De la guerre maritime avant et depuis les nouvelles Inventions (Paris: Arthus Bertrand and J. Dumaine 1869), 7. 15 Ibid., 259. 16 Till, Seapower, 91. 17 Røksund, The Jeune École, 6. 18 Hyacinthe Laurent Théophile Aube, ‘La guerre maritime et les ports militaires de la France’, 320, Revue des Deux Mondes, March 1882, 314–46. 19 Till, Seapower, 91. 20 Røksund, The Jeune École, xii. 21 Ibid., 29–31, 121. 22 Defense Express, ‘First Target of Ukraine’s Neptune Missile’, 12 Jan. 2024, https://en.defence-ua.com/events/first_target_of_ukraines_neptune_missile_how_the_moskva_flagship_killer_scored_its_first_hit_and_prevented_amphibious_assault-9162.html. 23 Hannah Ritchie, ‘Ukrainian Drone Destroys Russian Patrol Ships off Snake Island, says Defense Ministry’, CNN, 2 May 2022, https://edition.cnn.com/europe/live-news/russia-ukraine-war-news-05-02-22#h_a73ac98f2400af01f729e23a7e01ae88; and AFP, ‘Ukraine Says Sank Russian Landing Craft at Snake Island’, The Moscow Times, 11 May 2022, https://www.themoscowtimes.com/2022/05/07/ukraine-says-sank-russian-landing-craft-at-snake-island-a77614. 24 Tass, ‘Kiev loses 30 drones in attempt to seize Snake Island – Russian Defense Ministry’, 10 May 2022, https://tass.com/defense/1449051?utm_source=google.com=organic=google.com=google. com/amp/amp/amp. 25 Deutsche Welle, ‘Russia Pulls Back Forces from Snake Island – as it Happened’, 30 June 2022, <https://www.dw.com/en/ukraine-russia-pulls-back-forces-from-snake-island-as-it-happened/a−62,309,716>. 26 Robert Greenall, ‘Ukraine “hits Russian Missile boat Ivanovets in Black Sea”, BBC, 1 Feb. 2024, https://www.bbc.com/news/world-europe-68165523; Tom Balmforth and Yuliia Dysa, ‘Ukraine attacks Russian Warships in Black Sea, Destroys Air defences in Crimea, Kyiv says’, Reuters, 14 Sept. 2023, https://www.reuters.com/world/europe/ukraine-destroys-russian-air-defence-system-near-crimeas-yevpatoriya-source-2023-09-14/; and Sergeĭ Koval’, ‘U beregov kryma potoplen rossiĭskiĭ raketnyĭ kater. Chto o nem izvestno?’, Krym Realii, 01 Feb. 2024, https://ru.krymr.com/a/krym-potoplen-ros-raketnyy-kater/32801464.html. 27 Habib and Md Al Af, ‘Maritime asymmetric warfare strategy for smaller states’, p. 34. 28 Andrew E. Kramer, ‘In a Tough Year on Land, Drones Give Ukraine Some Success at Sea’, 20 Dec. 2023, New York Times, https://www.nytimes.com/2023/12/20/world/europe/ukraine-drones-sea.html. 29 Igor Delanoë, ‘Russia’s Black Sea Fleet in the “Special Military Operation” in Ukraine’, 7 Feb. 2024, https://www.fpri.org/article/2024/02/russias-black-sea-fleet-in-the-special-military-operation-in-ukraine/. 30 UK Ministry of Defence, ‘Latest Defence Intelligence update on the situation in Ukraine − 16 Aug. 2022’, X, 16 Aug. 2022, https://x.com/DefenceHQ/status/1559411321581572098. 31 Kramer, ‘In a Tough Year on Land’; Roman Romaniuk, Sam Harvey and Olya Loza, ‘Sea drones, Elon Musk, and high-precision missiles: How Ukraine dominates in the Black Sea’, Ukrainska Pravda, 1 Jan. 2024, https://www.pravda.com.ua/eng/articles/2024/01/1/7435326/. 32 Joshua Cheetham, ‘Sea drones: What are they and how much do they cost?’ BBC, 13 Sept. 2023, https://www.bbc.com/news/world-europe−66,373,052. 33 Røksund, The Jeune École, 139. 34 Oleksandr Vel’moz͡hko, ‘Rosiĭs’kyĭ flot znovu vidstupai͡e u bazi (VIDEO)’, Pivdennyĭ Kur’i͡er, 10 Dec. 2022,https://uc.od.ua/news/navy/1248235. 35 Greenall, ‘Ukraine ‘hits Russian missile boat Ivanovets in Black Sea’; and Milana Golovan, ‘MAGURA V5 drones attack Tsezar Kunikov ship: Russian occupiers release first-person video footage’, LIGABusinessInform, 6 Mar. 2024, https://news.liga.net/en/politics/video/kak-drony-magura-v5-atakovali-tsezarya-kunikova-okkupanty-pokazali-video-ot-pervogo-litsa. 36 Un ancien officier de marine, ‘Torpilleurs et Torpilles’, 47, La Nouvelle revue, 7/32 (January-February 1885), 42–71. 37 Raul Pedrozo, ‘Maritime Exclusion Zones in Armed Conflicts’, International Law Studies 99/526 (2022), https://digital-commons.usnwc.edu/cgi/viewcontent.cgi?article=3018&context=ils, 531. 38 Interfaks, ‘Tanker Povrezhden Na Podkhode K Kerchenskomu Prolivu, Predpolozhitel’No,Morskim Dronom’, 5 Aug. 2023, https://www.interfax.ru/russia/914933; and Romaniuk, Harvey and Loza, ‘Sea drones, Elon Musk, and high-precision missiles’. 39 Sofiia Syngaivska, ‘Russia Uses Civilian Vessels for Military Purposes, Including Recently Attacked Sig Merchant Tanker’, 10 Aug. 2023, https://en.defence-ua.com/news/russia_uses_civilian_vessels_for_military_purposes_including_recently_attacked_sig_merchant_tanker-7590.html; and Daria Shulzhenko, ‘Ukraine’s security chief: Attacks on Russian ships, Crimean bridge ‘logical and legal’, The Kyiv Independent, 5 Aug. 2023, https://kyivindependent.com/sbu-head-says-attacks-on-russian-ships-crimean-bridge-are-logical-and-legal/. 40 Udo Fink and Ines Gillich, Humanitäres Völkerrecht (Baden-Baden: Nomos, 2023), 212; Interview with a legal advisor for Law of Naval Operations on 11 June 2024. 41 Ministerstvo oborony Ukraïny, ‘Zai͡ava Ministerstva oborony Ukraïny’, Facebook, 20 July 2023, https://www.facebook.com/MinistryofDefence.UA/posts/pfbid02fGmqenfANV5TABt16PgMpJRT7k5sbkeUhkEAsbkeUhkEAVZuvxxS2dgPkH2qAR7yl. 42 Sluz͡hba bezpeky Ukraïny, ‘golova SBU Vasil’ Mali͡uk prokomentuvav neshchodavni ataky nadvodnymy dronamy na korabli rf,‘ 5 Aug 2023, https://t.me/SBUkr/9185; Gabriel Gavin, ‘Ukraine declares war on Russia’s Black Sea shipping’, Politico, 8 Aug. 2023, https://www.politico.eu/article/ukraine-declares-war-on-russia-black-sea-shipping/. 43 Lloyd’s List, ‘Russia warns that Ships Heading to Ukraine are now a Military Target’, 20 July 2023, https://www.lloydslist.com/LL1145965/Russia-warns-that-ships-heading-to-Ukraine-are-now-a-military-target. 44 Shaun Walker, ‘Odesa suffers “Hellish Night” as Russia Attacks Ukraine Grain Facilities’, The Guardian, 19 July 2023, https://www.theguardian.com/world/2023/jul/19/odesa-suffers-hellish-night-as-russia-attacks-ukraines-grain-facilities; UK Foreign, Commonwealth & Development Office and James Cleverly, ‘New intelligence shows Russia’s targeting of a cargo ship’, 11 Sept. 2023, https://www.gov.uk/government/news/new-intelligence-shows-russias-targeting-of-a-cargo-ship. 45 Gavin, ‘Ukraine declares war on Russia’s Black Sea shipping’. 46 Michelle Wiese Bockmann, ‘Western Tankers Abandon Black Sea crude markets after Ukraine drone attacks’, Lloyd’s List, 07 Aug. 2023, https://www.lloydslist.com/LL1146178/Western-tankers-abandon-Black-Sea-crude-markets-after-Ukraine-drone-attacks. 47 Interview with an authoritative Ukrainian source in May 2024. 48 Louise Doswald-Beck (ed.), San Remo Manual on International Law Applicable to Armed Conflicts at Sea (Cambridge: Cambridge University Press, 1995) [SRM], paragraphs [59]-[61]; Andreas von Arnauld, Völkerrecht (Heidelberg: C.F. Müller, 2019), 577. 49 International Committee of the Red Cross, ‘Procès-verbal relating to the Rules of Submarine Warfare set forth in Part IV of the Treaty of London of 22 April 1930. London, 6 November 1936’, https://ihl-databases.icrc.org/assets/treaties/330-IHL-45-EN.pdf. 50 SRM paragraphs [93]-[104]; Robert Kolb and Richard Hyde, Introduction to the International Law of Armed Conflicts (Oxford and Portland, OR: Hart Publishing, 2008), 252. 51 Kolb and Hyde, Introduction to the International Law of Armed Conflicts, 252; James Kraska and Raul Pedrozo, International Maritime Security Law (Leiden: Brill, 2013), 888; Arnauld, Völkerrecht, 578. 52 Arnauld, Völkerrecht, 578. Offensive mine warfare is not considered in this article (Conversation with Dr Marc De Vore, University of St. Andrews, at the Finnish National Defence University in Helsinki on 13 February 2025). 53 SRM, paragraph [60]. For a discussion, see, Kraska and Pedrozo, International Maritime Security Law, 868. 54 UK Foreign, Commonwealth and Development Office, ‘G7 Foreign Ministers’ Meeting communiqué (Capri, 19 April, 2024) – steadfast support to Ukraine’, 19 Apr. 2024, https://www.gov.uk/government/publications/g7-foreign-ministers-meeting-communiques-april-2024/g7-foreign-ministers-meeting-communique-capri-19-april-2024-steadfast-support-to-ukraine. 55 Bitsat Yohannes-Kassahun, ‘One Year Later: The impact of the Russian conflict with Ukraine on Africa’, United Nations Africa Renewal, 13 Feb. 2023, https://www.un.org/africarenewal/magazine/february-2023/one-year-later-impact-russian-conflict-ukraine-africa. 56 Timothy Heck, speech given at the Kiel International Seapower Symposium 2024 on 28 June 2024. 57 Røksund, The Jeune École, 27. 58 Tim Lister, ‘A Russian naval base was targeted by drones. Now Ukrainian grain exports are at risk’, CNN, 31 Oct. 2022, https://edition.cnn.com/2022/10/31/europe/sevastopol-drone-russia-ukraine-grain-intl-cmd/index.html. 59 Shephard News, ‘UK says Saky explosions leave Russian Navy Black Sea aviation fleet ‘significantly degraded’, 12 Aug. 2022, https://www.shephardmedia.com/news/defence-notes/uk-says-explosions-leave-russian-navy-black-sea-aircraft-significantly-degraded/; Cameron Manley, ‘Ukraine says it has taken out another 2 warships in Russia’s Black Sea fleet’, Business Insider, 24 Mar. 2024, https://www.businessinsider.com/ukraine-taken-out-another-2-ships-russias-black-sea-fleet-2024–3; and Nate Ostiller and The Kyiv Independent news desk, ‘General Staff confirms Russian missile ship Tsiklon struck in occupied Crimea’, The Kyiv Independent, 21 May 2024, https://kyivindependent.com/general-staff-confirms-russian-missile-ship-zyklon-struck-off-occupied-crimea. 60 HI Sutton, ‘Ukraine’s Maritime Drone Strikes Again: Reports Indicate Attack On Novorossiysk’, Naval News, 18 Nov. 2022, https://www.navalnews.com/naval-news/2022/11/ukraine-maritime-drone-strikes-again-reports-indicate-attack-on-novorossiysk/. 61 Romaniuk, Harvey and Loza, ‘Sea drones, Elon Musk, and high-precision missiles’. 62 Lloyd’s List, ‘Ukraine attacks Russian port of Novorossiysk’, 4 Aug. 2023, https://lloydslist.com/LL1146152/Ukraine-attacks-Russian-port-of-Novorossiysk; UK Ministry of Defence, ‘Latest Defence Intelligence update on the situation in Ukraine − 05 August 2023’, X, 5 Aug. 2023, https://x.com/DefenceHQ/status/1687697529918373889?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1687697529918373889%7Ctwgr%5E751b5a68b67ea91d2ca704e56fc3a0c7c88c3053%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.forces.net%2Frussia%2Frussian-war-ship-damaged-significant-blow-russias-black-sea-fleet-mod-says. 63 Romaniuk, Harvey and Loza, ‘Sea drones, Elon Musk, and high-precision missiles’. 64 It can certainly be argued that states do not always comply with international humanitarian law. The Second World War provides numerous examples including in the field of commerce raiding. However, the Manichaean distinction between Russia, the aggressor violating public international law, and Ukraine, which is legitimately defending itself, is essential to Kyiv’s political strategy. Against this background, consideration of international law is fundamental for Ukraine’s naval warfare and this study. 65 Romaniuk, Harvey and Loza, ‘Sea drones, Elon Musk, and High-Precision Missiles’. 66 Alona Sonko, ‘Aerial Shots Detail Drone Damage at Novorossiysk Port’, The New Voice of Ukraine, 19 May 2024, https://english.nv.ua/nation/satellite-images-show-aftermath-of-may-17-attack-on-novorossiysk-seaport−50,419,745html. 67 Martin Fornusek, ‘Military intelligence: Oil Pipeline Blown up in Russia’s Rostov Oblast’, The Kyiv Independent, 06 Apr. 2024, https://kyivindependent.com/military-intelligence-oil-pipeline-in-russias-rostov-oblast-on-fire/. 68 Jack Detsch, ‘Russia’s Home Port in Occupied Crimea Is Under Fire’, Foreign Policy, 13 Sept. 2023, https://foreignpolicy.com/2023/09/13/crimea-ukraine-russia-war-attack-black-sea-fleet/. 69 Interfaks, ‘Chislo postradavshikh pri atake na stab Chernomorskogo flota vyroslo do shesti’, 31 July 2022, https://www.interfax.ru/russia/854608; Maria Kostenko, Tim Lister and Sophie Tanno, ‘Ukraine says strike on Russia’s Black Sea Fleet HQ left Dozens Dead and Wounded ‘Including Senior Leadership’, CNN, 23 September 2023, https://edition.cnn.com/2023/09/23/europe/special-ops-black-sea-strike-dozens-dead-intl-hnk/index.html. 70 The Maritime Executive, ‘Ukraine Strikes Another Naval Shipyard in Russian-Occupied Crimea’, 05 Nov. 2024, https://maritime-executive.com/article/ukraine-strikes-another-naval-shipyard-in-russian-occupied-crimea; Defense Express, ‘Destruction of Russian Novocherkassk Ship has Blocked One of Logistic Channels to Crimea (Satellite Photo)’, 12 Apr. 2024, https://en.defence-ua.com/analysis/destruction_of_russian_novocherkassk_ship_has_blocked_one_of_logistic_channels_to_crimea_satellite_photo−10,152html. 71 UK Ministry of Defence, ‘Update on Ukraine’, X, 15 Sept. 2023, https://x.com/DefenceHQ/status/1702561936179630440?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1702561936179630440%7Ctwgr%5E64b3d174bc910eae91016ef92e9b0b07e88b9194%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.twz.com%2Frussian-submarine-shows-massive-damage-after-ukrainian-strike; Thomas Newdick, ‘Russian Submarine Shows Massive Damage After Ukrainian Strike’, The Warzone, 18 Sept. 2024, https://www.twz.com/russian-submarine-shows-massive-damage-after-ukrainian-strike. 72 Craig Hooper, ‘Why Ukraine’s Strike On Sevastopol Naval Infrastructure Is A Big Deal’, Forbes, 14 Sept. 2024, https://www.forbes.com/sites/craighooper/2023/09/13/why-ukraines-strike-on-sebastopol-naval-infrastructure-is-a-big-deal/; Mike Eckel, ‘Russia’s Navy Has A Dry Dock Problem. Again’, Radio Free Europe/Radio Liberty, 16 Sept. 2023, https://www.rferl.org/a/russia-navy-dry-dock-problem-ukraine-/32595547.html. 73 UK Foreign, Commonwealth & Development Office and Nicholas Aucott, ‘Russia is Diminished in The eyes of The International Community through its Own Actions: UK Statement to the OSCE’, 06 Dec. 2023, https://www.gov.uk/government/speeches/russia-is-diminished-in-the-eyes-of-the-international-community-through-its-own-actions-uk-statement-to-the-osce; Sinéad Baker, ‘Putin doesn’t really want a war with NATO because “Russia will lose and lose quickly”, UK military chief says’, Business Insider, 28 Feb. 2024, https://www.businessinsider.com/putin-doesnt-want-nato-war-russia-would-lose-quickly-uk-2024–2?r=US&IR=T. 74 AP News, ‘Ukrainian navy says a Third of Russian warships in the Black Sea have been Destroyed or Disabled’, 26 Mar. 2024, https://apnews. 75 Mia Jankowicz, ‘Russia’s Black Sea Fleet is “Functionally Inactive” After being Pummeled Hard by Ukraine, UK says’, Business Insider, 25 Mar. 2024, https://www.businessinsider.com/russia-black-sea-fleet-functionally-inactive-after-ukraine-strikes-uk-2024–3.: 76 UK Ministry of Defence, ‘Latest Defence Intelligence update on the situation in Ukraine − 18 April 2024’, X, 18 Apr. 2024, https://x.com/DefenceHQ/status/1780878487068242335/photo/3. 77 Speller takes only brief note of Attacks Against Enemy Ports whereas Geoffrey Till doesn’t mention them at all. The Commerce Raiding Component of Jeune ÉCole has been awarded much greater attention. Speller, Understanding Naval Warfare, 57–60; Till, Seapower, 91–93. 78 Aube, ‘La guerre maritime’, 331. 79 Gabriel Charmes, La Réforme de la Marine (Paris: Calmann Lévy, 1886), 56–57. 80 Aube, ‘La guerre maritime’, 332. 81 Shurkin, ‘Plus Ça Change’. For Further Literature on The Subject of the ‘Material School’ see, Kevin McCranie, Mahan, Corbett, and the Foundations of Naval Strategic Thought (Annapolis, MD: Naval Institute Press, 2021), 55ff. 82 Gustav Gressel, ‘Waves of ambition: Russia’s military build-up in Crimea and the Black Sea’, European Council on Foreign Relations, 21.09.2021, https://ecfr.eu/publication/waves-of-ambition-russias-military-build-up-in-crimea-and-the-black-sea/; Tayfun Ozberk, ‘Analysis: Russia To Dominate The Black Sea In Case Of Ukraine Conflict’, Naval News, 30 Jan. 2022, https://www.navalnews.com/naval-news/2022/01/analysis-russia-to-dominate-the-black-sea-in-case-of-ukraine-conflict/; Welt, ‘Militärexperte Gressel: Darum hat die ukrainische Armee kaum eine Chance gegen Russen’, 24 Jan. 2022, https://www.youtube.com/watch?v=aNzUf3zllJ4. 83 Røksund, The Jeune École, 84, 132. 84 Ibid., 166. 85 Ibid., 228. 86 Speller, Understanding Naval Warfare, 60. 87 Monakov and Rohwer, Stalin’s Ocean-Going Fleet, 62–109, 221–4. 88 Andrew Lambert in December 2018. M.A. Seminar Navies and Seapower offered by the War Studies Department at King’s College London 2018–2019. 89 Sergej G. Gorschkow, Die Seemacht des Staates (Berlin: Militärverlag der Deutschen Demokratischen Republik 1978) [Morskai͡a Moshch‘ gosudarstva. Voenizdat 1976], 172, 355. 90 Ibid., 341, 372. 91 The author is aware of the ongoing debate on the extent to which the technological developments – especially the use of uncrewed systems – which have shaped the War in the Black Sea can be generalised. Jacquelyn Schneider and Julia Macdonald, for example, examine the relation between autonomous/uncrewed systems and revolutions in military affairs and come to the conclusion that ‘these systems may be most revolutionary is in cost mitigation—both political and economic.’ In contrast, Oleksandr Vel’moz͡hko does acknowledge the advantages, such as mass-production and cost-efficiency, inherent to a ‘young school’–inspired navy consisting of high-tech small crafts but also points at serious disadvantages connected with such systems, for example their inability to operate on the open ocean and their high vulnerability. Duncan Redford further elaborates on the limitations concerning the use of unmanned surface vehicles, among others, arguing that ‘environmental conditions in the Baltic and High North are such that they are highly likely to severely restrict the use of’ Ukrainian style one-way attack USVs. Jacquelyn Schneider and Julia Macdonald, ‘Looking back to look forward: Autonomous systems, military revolutions, and the importance of cost’, 162, Journal of Strategic Studies, 47/2 (2024), 162–184; Vel’moz͡hko,‘Rosiĭs’kyĭ flot znovu vidstupai͡e u bazi (VIDEO)’; Duncan Redford, ‘Maritime Lessons from the Ukraine-Russia Conflict: USVs and the Applicability to the Baltic and High North’, #GIDSstatement 11/2024, (14 Oct. 2024), https://gids-hamburg.de/maritime-lessons-from-the-ukraine-russia-conflict-usvs-and-the-applicability-to-the-baltic-and-high-north/. 92 For example, in September 1939, in December 1940 and October 1942. Bernd Stegemann, ‘Vierter Teil: Die erste Phase der Seekriegsführung’, 162, in: Klaus A. Maier, Horst Rohde, Bernd Stegemann and Hans Umbreit (eds.), Das Deutsche Reich und der Zweite Weltkrieg Vol. II (Stuttgart: Deutsche Verlagsanstalt 1979), 159–188; Werner Rahn, ‘The Atlantic in the Strategic Perspective of Hitler and his Admirals, 1939–1944’, 160, 164, in: N.A.M. Rodger, J. Ross Dancy, Benjamin Darnell and Evan Wilson (eds.), Strategy and the Sea: Essays in Honour of John B. Hattendorf (Woodbridge: The Boydell Press 2016), 159–168. 93 Michael Salewski, Die deutsche Seekriegsleitung 1935–1945 Vol. I (Frankfurt am Main und München: Bernard & Graefe 1970), 128; Stegemann, ‘Vierter Teil: Die erste Phase der Seekriegsführung’, 162; Rahn, ‘The Atlantic in the Strategic Perspective of Hitler and his Admirals, 1939–1944’, 160, 164. 94 See Adolf Hitler on 31 May 1943: ‘The number of resources that submarine warfare would tie up, even if it were no longer to achieve great success, is so extraordinarily large that I cannot allow the enemy to free up these resources’ Gerhard Wagner (ed.), Lagevorträge des Oberbefehlshabers der Kriegsmarine vor Hitler 1939–1945 (München: J.F. Lehmanns Verlag, 1972), 510. 95 Craig Symonds, ‘Alfred Thayer Mahan’, 33, in: Geoffrey Till (ed.), Maritime Strategy and the Nuclear Age (London and Basingstoke: MacMillan Academic and Professional Ltd, 1990)) [1984], 28–33. 96 Alfred Thayer Mahan, Lessons of the War with Spain and other Articles (Boston: Little, Brown, and Company, 1899), 300. 97 Elisabeth Braw , ‘The Invasion of Ukraine Is Causing Crisis at Sea’, Foreign Policy, 7 March 2022, https://foreignpolicy.com/2022/03/07/ukraine-shipping-supply-war/; Interview with a Representative of an anonymous maritime stakeholder that was heavily affected by the War in Ukraine on 25 October 2023. 98 Paul Adams, ‘Ukraine Claims to Retake Black Sea Drilling Rigs from Russian Control’, BBC, 11 Sept. 2023, https://www.bbc. com/news/66779639. 99 Instytut Viĭs’kovo-Mors’kykh Syl, ‘Doktrina: Viĭs’kovo-Mors’ki Syly Zbroĭnykh syl Ukraïny’, January 2021, 79, https://ivms.mil.gov.ua/wp-content/uploads/2021/12/doktryna_vijskovo-morski-syly-zbrojnyh-syl-ukrayinydiv.pdf. 100 Ibid., 76. 101 Militarnyi, ‘Frigates for Ukrainian Navy: the construction agreement was included into contract with the United Kingdom’, 25 Nov. 2021, https://mil.in.ua/en/news/frigates-for-ukrainian-navy-the-construction-agreement-was-included-into-contract-with-the-united-kingdom/. 102 Vitaly Semenov, ‘Prospects for the Development of the Naval Forces of the Armed Forces of Ukraine Until 2035’, Forum: ‘State Maritime Strategy. Development and implementation of maritime potential of Ukraine’ at the National Defence University of Ukraine on 23 May 2024. 103 Tayfun Ozberk, ‘Turkish Shipyard Lays Keel Of Ukraine’s 2nd MILGEM Corvette’, Naval News, 18 Aug. 2023, https://www.navalnews.com/naval-news/2023/08/turkish-shipyard-lays-keel-of-ukraine-2nd-milgem-corvette/. 104 UK Ministry of Defence, ‘British minehunting Ships to Bolster Ukrainian Navy as UK and Norway Launch Maritime Support Initiative’, 11 Dec. 2023, https://www.gov.uk/government/news/british-minehunting-ships-to-bolster-ukrainian-navy-as-uk-and-norway-launch-maritime-support-initiative#:~:text=The%20UK%20will%div20lead%20a,ships%20for%20the%20Ukrainian%20Navy. 105 Bern Keating, The Mosquito Fleet (New York, NY: Scholastic Book Services, 1969) [Originally Published 1963]. 106 Viĭs’kovo-Mors’ki Syly Zbroĭnykh syl Ukraïny, ‘Strategy of the Naval Forces of the Armed Forces of Ukraine 2035’, 11 Jan. 2019, https://navy.mil.gov.ua/en/strategiya-vijskovo-morskyh-syl-zbrojnyh-syl-ukrayiny-2035/. 107 Milan N. Vego, Naval Strategy and Operations in Narrow Seas, 2nd ed. (Abingdon and New York, NY: Cass, 2003), 110. 108 Interview with Admiral (ret.) Ihor Kabanenko on 06 November 2024. 109 Ihor Kabanenko, ‘Ukraine’s New Naval Doctrine: A Revision of the Mosquito Fleet Strategy or Bureaucratic Inconsistency?’, Eurasia Daily Monitor, 25 May 2021, https://jamestown.org/program/ukraines-new-naval-doctrine-a-revision-of-the-mosquito-fleet-strategy-or-bureaucratic-inconsistency/. 110 Prezydent Ukraïny, ‘Ukaz Prezydenta Ukraïny No. 217/2020’, 2020, https://www.president.gov.ua/docdivuments/2172020–34,085. 111 Interview with an authoritative Ukrainian source in June 2024. 112 Lee Willett, ‘Ukrainian Navy Chief Details Future Force Requirements’, Naval News, 18 Dec. 2023, https://www.navalnews.com/naval-news/2023/12/ukrainian-navy-chief-details-future-force-requirements/. 113 Sergej Sumlenny, ‘Naval Drones in Russo-Ukrainian War: from the current stand to the future development’, presentation given at the German Command and Staff College on 19 June 2024; Kramer, ‘In a Tough Year on Land’. 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(London and New York, NY: Routledge 2018). Uchimiya, Ellen and Eleanor Watson ‘The Neptune: The Missiles That Struck Russia’s Flagship, the Moskva’, CBS News, 16 Apr. 2022, https://www.cbsnews.com/news/moskva-ship-sinking-russian-flagship-neptune-missiles/ UK Foreign, Commonwealth and Development Office, ‘G7 Foreign Ministers’ Meeting communiqué (Capri, 19 April, 2024) – Steadfast Support to Ukraine’, 19 April 2024, https://www.gov.uk/government/publications/g7-foreign-ministers-meeting-communiques-april-2024/g7-foreign-ministers-meeting-communique-capri-19-april-2024-steadfast-support-to-ukraine UK Foreign, Commonwealth & Development Office and James Cleverly, ‘New Intelligence Shows Russia’s Targeting of a Cargo Ship’, 11 Sept. 2023, https://www.gov.uk/government/news/new-intelligence-shows-russias-targeting-of-a-cargo-ship UK Foreign, Commonwealth & Development Office and Nicholas Aucott, ‘Russia is Diminished in the Eyes of the International Community Through Its Own Actions: UK Statement to the OSCE’, 6 Dec. 2023, https://www.gov.uk/government/speeches/russia-is-diminished-in-the-eyes-of-the-international-community-through-its-own-actions-uk-statement-to-the-osce UK Ministry of Defence, ‘Latest Defence Intelligence Update on the Situation in Ukraine - 16 August 2022’, X, https://x.com/DefenceHQ/status/1559411321581572098 UK Ministry of Defence, ‘Latest Defence Intelligence Update on the Situation in Ukraine - 05 August 2023’, X, 5 Aug. 2023a, https://x.com/DefenceHQ/status/1687697529918373889?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1687697529918373889%7Ctwgr%5E751b5a68b67ea91d2ca704e56fc3a0c7c88c3053%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.forces.net%2Frussia%2Frussian-war-ship-damaged-significant-blow-russias-black-sea-fleet-mod-says UK Ministry of Defence, ‘Update on Ukraine’, X, 15 Sept. 2023b, https://x.com/DefenceHQ/status/1702561936179630440?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1702561936179630440%7Ctwgr%5E64b3d174bc910eae91016ef92e9b0b07e88b9194%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.twz.com%2Frussian-submarine-shows-massive-damage-after-ukrainian-strike UK Ministry of Defence, ‘British Minehunting Ships to Bolster Ukrainian Navy as UK and Norway Launch Maritime Support Initiative’, 11 Dec. 2023c, https://www.gov.uk/government/news/british-minehunting-ships-to-bolster-ukrainian-navy-as-uk-and-norway-launch-maritime-support-initiative#:~:text=The%20UK%20will%20lead%20a,ships%20for%20the%20Ukrainian%20Navy UK Ministry of Defence, ‘Latest Defence Intelligence Update on the Situation in Ukraine – 18 April 2024’, X, 18 April 2024, https://x.com/DefenceHQ/status/1780878487068242335/photo/3 Un ancien officier de marine, ‘Torpilleurs et Torpilles’, La Nouvelle revue 32 January–February 7 (1885), 42–71. Vego, Milan N., Naval Strategy and Operations in Narrow Seas, 2nd ed. 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Diplomacy
Aleksandar Vucic and Vladimir Putin meet in Belgrade on 17 January 2019

Romance or Pragmatism? Russia–Serbia Relations in Uncertain Geopolitical Times

by Nina Markovic Khaze

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Serbia’s future hinges on how it navigates its competing loyalties. Its path forward depends on whether it chooses to lean into its nostalgic ties or align more closely with its economic interests. A romanticised view of Russia, particularly its cultural heartlands, is common among Serbs with no firsthand experience of Soviet rule. Serbia, as part of the former Socialist Federal Republic of Yugoslavia, occupied a unique position in the post-World War II geopolitical order. Under the leadership of Josip Broz Tito, Yugoslavia decisively rejected Soviet dominance in 1948, leading to its expulsion from the Cominform. This was a bold move, famously marked by Tito’s defiant “nyet” to Stalin. Following this split, Yugoslavia pursued a non-aligned foreign policy, establishing the Non-Aligned Movement (NAM) alongside other decolonising nations. This allowed it to maintain a delicate balance between the East and the West. State-sponsored construction companies were active in Asia and Africa, while guest workers were exported to Western Europe to bolster the domestic economy. Serbia, as a successor state, maintains engagement with the NAM to this day, continuing its long-standing tradition of non-alignment. A dual pillar of sentiment and strategy Serbia’s current diplomatic relationship with Russia reflects a mixture of historical sentiment and pragmatic strategy. The bond is sustained through Orthodox Christian faith, Slavic linguistic familiarity, and a shared narrative of past solidarity. These factors bolster Russia’s influence in Serbia, most visibly through extensive media penetration and strong political support for Serbia’s territorial integrity, especially concerning Kosovo. One of Russia’s most powerful diplomatic tools remains its veto power in the United Nations Security Council. Moscow has consistently used this privilege to block Kosovo’s accession to international institutions, a gesture widely appreciated in Serbia. This support reinforces Russia’s image as a loyal ally among much of the Serbian public. Meanwhile, Russia has secured a prominent role in Serbia’s economic landscape. Bilateral trade between the two nations is estimated at US$3 billion annually. Gazprom owns a majority stake in Serbia’s oil and gas company, NIS, and Serbia remains tied into Russia’s TurkStream gas pipeline. As of May 2025, Serbia extended its gas import contract with Russia until the end of September, locking in prices and guaranteeing supply ahead of winter. Additionally, the Russian tech company Yandex has relocated a significant portion of its operations to Serbia. The firm employs thousands of local staff in transportation, delivery, and IT services. Since the 2022 invasion of Ukraine, over 300,000 Russian nationals and approximately 20,000 Ukrainians are estimated to have settled in Serbia fleeing war, with many employed in these sectors and obtaining Serbian residency. This follows a historical pattern; for instance, more than 1,500 prominent Russian families sought refuge in Serbia after the Russian Civil War (1917–1918). Many Serbs still travel to Russia, including for business, holiday, or professional exchanges. While Western pop culture dominates in Serbia, many Russian artists still perform there regularly, especially in classical arts. Pragmatic neutrality President Aleksandar Vučić has carefully walked the tightrope of maintaining Serbia’s candidacy for European Union membership while resisting pressure to join Western sanctions against Russia. This diplomatic balancing act reflects both domestic political realities and a long-standing foreign policy of strategic neutrality. In early May 2025, Vučić attended Russia’s Victory Day parade alongside President Vladimir Putin. While EU officials strongly criticised his decision, Vučić defended his actions as a matter of honouring “traditional friendships.” He reiterated Serbia’s support for Ukraine’s territorial integrity yet refrained from imposing sanctions on Moscow. This ambiguous stance continues to frustrate Western diplomats, who see Serbia as needing to “choose a side.” However, choosing a side would be contrary to the Serbian government’s worldview of needing to remain strategically neutral, which is a tradition in Serbia’s foreign policy dating back to the 13th century. However, some Russian officials have recently questioned Serbia’s neutrality as reports emerged about Serbian defence companies exporting weapons to Ukraine through third party companies located in the Czech Republic, Poland, and Bulgaria. Serbia’s official refusal to impose sanctions against Russia has preserved its access to Russian markets, energy, and political backing. However, it also risks alienating its most significant trading partners. In 2024, Serbia exported goods worth US$959.1 million to Russia—just three percent of its total exports. In comparison, exports to the European Union totalled US$19.3 billion, accounting for over 60 percent of total trade. Imports reflect a similar pattern, with only 3.3 percent coming from Russia compared to 56.3 percent from the EU. This stark contrast suggests that while Russia may provide strategic and emotional support, Serbia’s economic lifeline lies firmly in the West. The energy factor Energy remains the linchpin in Russia-Serbia relations. Serbia is heavily dependent on Russian gas, with existing contracts offering favourable terms that are hard to replicate elsewhere. Although Serbia is making efforts to diversify its energy mix—including exploring Azerbaijani gas, LNG imports via Greece and Croatia, and domestic renewables—these transitions take time. A new strategic plan for wind and solar development is underway, and Serbia is also preparing to auction renewable energy projects. In parallel, the EU and Serbia signed a strategic raw materials partnership in July 2024, targeting Serbia’s lithium reserves. These are critical to the EU’s push to reduce dependency on Chinese supply chains. Yet, public protests against lithium mining in Serbia have stalled the project, revealing the complex interplay between geopolitics and local opposition. Serbia’s role in a shifting world Despite being a small country, Serbia plays an outsized role in the geopolitics of Southeast Europe. With the war in Ukraine dragging on and Moscow becoming increasingly isolated, Serbia remains a key outpost for Russian diplomacy and influence in Europe. At the same time, the country is also investing in deeper partnerships with China, which is fast becoming a major investor in Serbian infrastructure, technology, and mining. While Serbia’s historical and cultural ties with Russia are enduring, they are not immutable. The Serbian public is increasingly aware of the limitations of relying solely on Moscow for diplomatic and economic support. Younger generations are more outward-looking and inclined toward European integration. This generational shift, combined with economic imperatives, could eventually reshape Serbia’s foreign policy priorities. Serbia between a rock and a hard place Serbia’s future hinges on how it navigates its competing loyalties. Russia remains a potent symbol of shared heritage and a geopolitical partner on issues like Kosovo. But economically and institutionally, Serbia is deeply embedded in European systems. Its path forward depends on whether it chooses to lean into its nostalgic ties or align more closely with its economic interests. In today’s multipolar world, Serbia is attempting to preserve its tradition of non-alignment while adapting to a new era of global fragmentation. Whether it succeeds in maintaining this delicate balance, or is ultimately forced to choose, will have profound implications not only for its own trajectory but for the entire Western Balkans. The romanticism of Russia still appeals to many Serbs and people from the Balkans generally, especially older, Yugo-nostalgic generations. Yet the reality of economic interdependence with the West and the shifting sands of global diplomacy may compel Belgrade to make harder decisions in the years to come. Romance or pragmatism? It is always a mix of both in Serbia’s case. Dr Nina Markovic Khaze (PhD Pol. Sc., ANU) is a sessional academic at Macquarie University, political analyst for SBS radio and Director of Communications at Solve Law, Manly. She was previously Vice-President of the AIIA’s ACT Branch, and senior parliamentary researcher for Europe and Middle East. This article is published under a Creative Commons License and may be republished with attribution.

Energy & Economics
 March 28, 2018, the US and Chinese flags and texts at a studio in Seoul, Korea. An illustrative editorial. trade war

International trade war - Spice Road against Silk Road

by Joon Seok Oh

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском AbstractPurpose The purpose of this paper is to analyse the international political economy of Korea and its effects due to geopolitical tension between China and the USA. Design/methodology/approach Economic war between China and the USA has prolonged longer than expected. Aftermath of the COVID-19 pandemic, reforming the supply chain has been the centre of economic tension between China and the USA. Quite recently, with the rapid expansion of Chinese e-commerce platforms, distribution channels come upon a new economic tension between the two. And now is the time to pivot its pattern of conflict from competition into cooperation. In this end, economic diplomacy could be a useful means to give a signal of cooperation. From the view of economic diplomacy, this paper tries to analyse the projected transition of economic war between China and the USA with its implication on the trade policy of Korea. Findings As an implementation of economic diplomacy, China suggested the Belt and Road Initiative (BRI), enhancing trade logistics among related countries to gain competitiveness. In 2023, the Biden administration suggested the India-Middle East and Europe Economic Corridor as a counter to BRI, which will be a threshold for changing trade policy from economic war into economic diplomacy. As a result, it is expected China and the USA will expand their economic diplomacy in a way to promote economic cooperation among allied states, while the distribution channel war would continue to accelerate the economic tension between China and the USA. Korea has to prepare for and provide measures handling this geopolitical location in its trade policy or economic diplomacy. Originality/value This research contributes to the awareness and understanding of trade environments from the perspective of economic diplomacy. 1. Introduction The advent of globalisation has led to widespread economic integration, creating global production networks and markets. However, the COVID-19 pandemic has acted as a significant setback to this trend. In the wake of COVID-19, an economic war has arisen between China and the USA, centred on the restructuring of global supply chains following widespread disruptions. International political economy (IPE) examines the power dynamics between states and the structures of influence within regional economies. Consequently, economic diplomacy has gained unprecedented attention. Economic diplomacy focuses on government actions regarding international economic issues, distinct from political diplomacy through its market-oriented approach in foreign policy. Putnam (1988) categorises economic diplomacy into two levels: unilateralism and bilateralism. Unilateral economic diplomacy (or unilateralism) often relies on hard power, involving decisions on trade liberalisation or market protection without negotiation. Bilateral economic diplomacy (or bilateralism) or multilateral economic diplomacy (or multilateralism), by contrast, involves negotiation among trade partners, resulting in agreements such as regional or global free trade agreements (FTAs). A vast range of state or non-state actors engage in economic diplomacy, navigating the complex interplay between international and domestic factors. Defining economic diplomacy is extremely challenging, but one useful definition is “the broad concept of economic statecraft, where economic measures are taken in the pursuit of political goals, including punitive actions such as sanctions” (Blanchard and Ripsman, 2008).  Figure 1 Recent trend of economic diplomacy To exert influence internationally, ministers and heads of government strive to demonstrate their capacity for national security through two primary approaches, as shown in Figure 1 (above): economic war (or competition) and economic diplomacy (or international cooperation). In the context of global supply chain restructuring, the economic conflict between China and the USA has intensified, marked by threats of supply chain disruptions. This has led to emerging strategies aimed at “crowding out” the USA from global supply chains (去美戰略) or excluding China through alliances such as the Allied Supply Chain and Chip 4. While economic war is inherently “temporary” due to its painstaking nature, economic diplomacy or international cooperation offer a more “long-term” approach because it is gains-taking. This paper analyses the factors contributing to the prolonged nature of this economic war and explores potential outcomes of the supply chain tensions between China and the USA from the perspectives of IPE or geo-economics. In conclusion, it highlights the importance of preparing for trade policy adjustments and strategic economic diplomacy. 2. International trade war and strategic items2.1 Supply chain The supply chain encompasses a network of interconnected suppliers involved in each stage of production, from raw materials and components to the finished goods or services. This network can include vendors, warehouses, retailers, freight stations and distribution centres. Effective supply chain management is a “crucial process because an optimised supply chain results in lower costs and a more efficient production cycle” [1]. Within the supply chain, a leading company typically holds governance power, enabling it to coordinate scheduling and exercise control across the interconnected suppliers, resulting in reduced costs and shorter production times (Gereffi et al., 2005) [2]. Since the 2000s, forward and backward integration have been key strategies for managing time, cost and uncertainty in supply chains. For example, Toyota’s Just-In-Time (JIT) system demonstrated the efficiency of locally concentrated supply chains until disruptions from the 2011 East Japan Earthquake and the Thailand flood. Following supply chain shutdowns in 2020, many businesses shifted from local to global supply chains, utilising advancements of the information technology (IT) and transportation technologies to geographically diversify operations. As the need for a systematically functioning global supply chain has grown, a leading nation, much like a leading company, often assumes governance power in international trade and investment, as illustrated in Figure 2 (below), by aligning with the leadership of a dominant market competitiveness, which makes this leadership valuable.  Figure 2 Supply chain The COVID-19 pandemic dealt a severe blow to the global supply chain, causing sudden lockdowns that led to widespread supply chain disruptions. To mitigate the risks of future global disruptions, supply chains have begun restructuring to operate on a more regionally segmented basis. In this shift toward regional supply chains, China and the USA are at the centre, drawing allied countries within their spheres of influence. This alignment helps explain why the economic war between China and the USA has lasted longer than anticipated. 2.2 Strategic items China has restricted exports of two rare metals, gallium and germanium, which are critical to semiconductor production. Kraljic (1983) highlighted the importance of managing “strategic items” within the framework of supply chain management, as shown in Figure 3. Kraljic emphasises the need to strengthen and diversify critical items. The Kraljic matrix provides a valuable tool for identifying essential items that require focused management within the supply chain.  Figure 3 Kraljic matrix Kraljic identified the importance of managing “bottleneck items” in strategic supply chain management – items that present high supply risk but have relatively low business value. Due to the potential costs associated with non-delivery or compromised quality of strategic items, these must be closely monitored and controlled. From a risk management perspective, establishing medium-term business relationships and collaboration with suppliers is essential. For example, South Korea imports over 90% of its urea for agricultural and industrial purposes from China [3]. Heavily dependent on China for urea supplies due to pricing factors, Korea faced challenges when China imposed export controls on urea, underscoring Korea’s vulnerability within China’s sphere of influence. The European Union (EU) also faces challenges with critical raw materials (CRMs). China remains the EU’s sole supplier of processed rare earth elements, while Chile supplies 79% of its lithium. In response, the EU introduced the CRM Act (CRMA) to support projects aimed at increasing “the EU’s capacity to extract, process, and recycle strategic raw materials and diversify supplies from the third countries” [4]. 2.3 Resilient supply chain alliance In contrast to China’s approach of leveraging supply disruptions to strengthen its influence, the Biden administration in the USA has adopted a cooperative approach focused on building resilient supply chains (Pillar 2) through the Indo-Pacific Economic Framework (IPEF), which includes 14 member countries [5]. The need for resilient supply chains has been further underscored by the Russia–Ukraine crisis. The IPEF aims to address supply chain vulnerabilities by fostering global efforts to reduce risks associated with concentrated, fragile supply chains [6].  Figure 4 Resilient supply chain alliance In Figure 4, the EU Commission presented the Single Market Emergency Instrument (SMEI) in September 2022, a crisis governance framework designed to ensure the availability of essential goods and services during future emergencies. The SMEI operates on three levels: contingency planning, vigilance and emergency. The contingency planning phase focuses on collaboration among member states to mitigate supply chain disruption and monitor incidents. The vigilance phase can be activated when a significant disruption is anticipated, enabling specific measures such as mapping and monitoring supply chains and production capacities. Finally, the emergency phase is activated in cases of severe disruption to the functioning of the single market [7]. Establishing a resilient supply chain through international cooperation may be appealing, yet the reality often falls short of the ambition. In South Korea, the IPEF took effect on 17 April 2024, after an extended negotiation process, marking the first multilateral agreement on supply chains. As a result, during non-crisis periods, the 14 member countries will collaborate to strengthen international trade, investment and trade logistics. In times of crisis, member countries will activate a “crisis response network”. Conversely, opportunities for negotiation with China, South Korea’s largest trading partner, are essential for building supply chain resilience [8]. China has pursued an industrial policy focused on enhancing its supply chain management capabilities. In the semiconductor sector, the decoupling between China and the USA has become increasingly evident. Contrary to expectations, China has adopted a policy of internalising its supply chains, returning to the integration strategies of the 2000s rather than furthering globalisation. A promising opportunity for transformation between the two countries has emerged recently. Since 2015, China and South Korea have maintained bilateral FTA, and with the second phase of FTA negotiations currently underway, there is an opportunity to strengthen trade and investment ties, fostering positive progress through international cooperation. 2.4 China manufacturing exodus During the COVID-19 pandemic, China imposed sudden lockdowns without prior notice or preparation, halting production and logistics cycles. This “zero COVID” policy may have triggered a shift towards “de-risking” China from supply chain disruptions. Although China still offers significant advantages as “the factory of the world,” with vast market potential, prolonged trade tensions with the USA, intensified during the Trump administration, have prompted global manufacturers with substantial USA market bases to relocate operations amid rising geopolitical uncertainties. For example, Nike and Adidas have shifted much of their footwear manufacturing to Vietnam, Apple has begun iPhone production at a Foxconn in Chennai, India, and AstraZeneca has contracted production with India’s Serum Institute. In the pre-globalised era, defining the Rule of Origin (ROO) was straightforward, as a product’s components were usually manufactured and assembled within a single country. However, with the complexity of global supply chains, particularly since 2012, determining ROO has become a time-consuming and subjective process. ROO are classified as either non-preferential or preferential. The USA applies non-preferential ROO to restrict imports from countries like Cuba, Iran and North Korea, while offering trade preference programmes for others. Preferential ROO are used to determine duty-free eligibility for imports from approved countries [9], whereas non-preferential ROO play a crucial role in “country of origin labelling, government procurement, enforcement of trade remedy actions, compilation of trade statistics, supply chain security issues.” [10] China manufacturing exodus may negatively impact capital inflows into Hong Kong, traditionally seen as the Gateway to China. In 2023, Hong Kong’s initial public offering volume fell to a 20-year low of $5.9bn [11]. While China-oriented business remains in Hong Kong, which returns fully to Chinese control in 2047, non-China-oriented businesses have migrated to Singapore. As the certainty of contract and ownership rights forms the foundation of capitalism, this capital flight from Hong Kong is likely to persist. 3. Trade logistics and economic corridors Globalisation has allowed supply chains to leverage interdependence and interconnectedness, maximising efficiency. However, while these efficiencies have been beneficial, they have also created a fertile ground for friction between trade partners due to a “survival of the fittest” mindset and the principle of “winner takes all.” This interdependence has also highlighted vulnerabilities; the global supply chain struggled to manage the disruptions caused by COVID-19, prompting a shift towards regional integration initiatives, such as Association of Southeast Asian Nations, Regional Comprehensive Economic Partnership, United States–Mexico–Canada Agreement and Comprehensive and Progressive Agreement for Trans-Pacific Partnership. As the global economy seeks stability, collaboration over competition has become increasingly essential, with economic diplomacy emerging as a priority. The prolonged economic war between China and the USA arguably needs to shift towards economic diplomacy. The global supply chain is restructuring into regional supply chains, building resilience by operating in regional segments that can withstand crises. Michael Porter introduced the concept of value chain as “a set of activities that a firm performs to deliver a valuable product or service to the market.” [12] Complex finished goods often depend on global value chains, traversing multiple countries. As shown in Figure 5, the value chain consists of supply chain and trade channel components. While the focus has traditionally been on which country holds lead status within a regional supply chain, the emphasis is now shifting to how these regional segments can be interconnected and relayed. In this context, the supply chain competition may evolve into a “channel war” in international trade, where trade logistics will centre on the internal flow of goods, standardising channel processes and establishing authority over these channels.  Figure 5 Supply chain v. trade channel 3.1 Trade logistics It is natural for governments to seek environments that enhance competitiveness within in their countries. In terms of trade, effective trade logistics are essential for maintaining competitive advantage. As a prerequisite, a strong IT management infrastructure is indispensable. As shown in Figure 6, trade logistics encompass the internal flow of goods to market, integrating physical infrastructure with operating software – such as transport hubs, warehouses, highways, ports, terminals, trains and shipping vessels. Key areas of conflict in trade logistics involve the standardisation of channel processes and determining who holds governance over operation of these logistics systems. This is equally relevant within the digital economy. Recently, Chinese e-commerce – often referred to as C-commerce – has aggressively sought to gain control over digital distribution channels, interconnected delivery networks and trade logistics via digital platforms. Chinese platforms such as Taobao, Temu and AliExpress are actively working to increase their monthly active users (MAUs), positing themselves as counterweights to USA-based platforms such as Amazon and eBay in digital trade [13].  Figure 6 Trade logistics When the agenda of establishing international trade logistics is introduced to relevant trade members across various countries, initial progress and effective responses are often achieved. However, efforts soon encounter obstacles related to standardising logistics processes and establishing operational governance. Greater reliance on international institutions could help resolve these issues (Bayne, 2017). Yet governments frequently prioritise domestic interests, and after prolonged negotiations, the risk of international agreements failing increases. Amid the economic war between China and the USA, China launched a trade logistics initiative known as the Belt and Road Initiative (BRI), or One Belt One Road, in 2013. Often referred to as the New Silk Road, the BRI aims to establish economic corridors for trade logistics. The World Bank estimates that the BRI could boost trade flows by 4.1% and reduce trade costs by 1.1% [14]. In response, the Biden administration proposed the India-Middle East and Europe Economic Corridor (IMEC) in September 2023 to strengthen transport and communication links between Europe and Asia as a countermeasure to China’s BRI. IMEC has been well received by participating countries, with expectations of fostering economic growth, enhancing connectivity and potentially rebalancing trade and economic relations between the EU and China [15]. Both BRI and IMEC are ambitious projects aimed at boosting international trade through substantial investments in trade logistics infrastructure. Each seeks to assert governance over international trade channels, signalling that the supply chain war may soon evolve into a trade channel war between China and the USA. 3.2 Economic corridors Economic corridors are transport networks designed to support and facilitate the movement of goods, services, people and information. These corridors often include integrated infrastructure, such as highways, railways and ports, linking cities or even countries (Octaviano and Trishia, 2014). They are typically established to connect manufacturing hubs, high-supply and high-demand areas, and producers of value-added goods. Economic corridors comprise both hard infrastructure – such as trade facilities – and soft infrastructure, including trade facilitation and capacity-building measures. The Asian Development Bank introduced the term “economic corridor” in 1998 to describe networks connecting various economic agents within a region [16]. Economic corridors are integrated trade logistics networks, providing essential infrastructure for connecting regional segments of supply chains. As supply chains increasingly operate in regional “chunks,” linking these segments becomes ever more important. Economic corridors typically include a network of transport infrastructure, such as highways, railways, terminals and ports. Initiatives like the BRI and IMEC use economic corridors as instruments of economic diplomacy, shifting strategies from hard power to soft power, as shown in Figure 7. Because less-developed or developing countries often lack sufficient funding to invest in trade logistics, they tend to welcome these initiatives from developed countries, which offer international collaboration and support. However, these initiatives usually come with the condition that participating countries must accept standardised trade processes and governance led by the sponsoring developed country.  Figure 7 Economic corridor initiatives as economic diplomacy To succeed, economic corridors must meet three key conditions [17]. First, government intervention is essential, as economic corridor initiatives primarily involve public infrastructure investments beyond the scope of the private sector. In realising these projects, governments must reconcile three tensions to ensure their policies are mutually supportive: tensions between politics and economics, between international and domestic pressures and between governments and other stakeholders. Second, intermediate outcomes should be measured and demonstrated as results of economic corridors, allowing participants to experience tangible benefits throughout these longer-term projects. Finally, economic corridors should deliver broader benefits. Participants need incentives to utilise the infrastructure sustainably. These benefits may extend beyond economic welfare, such as wages and income, to include social inclusion, equity and environmental gains, which support the long-term viability of the infrastructure. 4. BRI vs IMEC4.1 Belt and Road Initiative (BRI) - Silk Road The BRI can be a modern-day realisation of the Silk Road concept, connecting Europe as a market base with China as a production base. Unlike the ancient Silk Road, which connected trade routes across Eurasia, the BRI poses potential challenges due to its extensive connectivity. Firstly, there are social and environmental externalities, such as increased congestion and accidents from concentrating traffic flows through limited links and nodes within trade networks. Secondly, while the connectivity may benefit the production and market bases at either end, regions situated between these hubs, through which highways and railways pass, may gain minimal advantage. Thirdly, there is often a mismatch between where costs and benefits are realised. Transit regions that facilitate network traffic often see fewer direct benefits compared to high-density nodes within the network. 4.2 India-Middle East and Europe Economic Corridor (IMEC) - The Spice Road The ancient Spice Roads once connected the Middle East and Northeast Africa with Europe, facilitating the exchange of goods such as cinnamon, ginger, pepper and cassia, which, like silk, served as a form of currency. The IMEC proposes a modern route from India to Europe through the United Arab Emirates (UAE), Saudi Arabia, Israel and Greece. Since its announcement in September 2023, some regional experts have expressed reservations about its feasibility, particularly regarding the connection between the Middle East and Israel. The project has faced delays due to the Israel–Hamas war. Despite these challenges, IMEC holds potential to drive economic growth and strengthen connectivity, especially as countries like Vietnam and India emerge as alternative manufacturing bases for companies relocating from China. For Saudi Arabia and the UAE, IMEC is not viewed as a challenge to China but rather as an opportunity to diversify their economies and solidify their roles within the Middle East region [18]. 5. Conclusion A new trade war between China and the USA has begun, with the Biden Administration’s introduction of IMEC as a counter to China’s BRI. This shift could soon transform the nature of economic war from a focus on supply chains to one on trade channels. The China manufacturing exodus was further accelerated by supply disruptions during the COVID-19 pandemic. Amidst the economic tensions between China and the USA, the restructuring of global supply chains into regional networks has made significant progress. With China maintaining its stance on export controls for strategic items, South Korea must prepare for resilient supply chain management. In relation to China–Korea FTA, which is currently undergoing its second phase of negotiation, South Korea should seek clarity on the transparency of China’s strategic item controls. The Committee on Foreign Investment in the United States (CFIUS) plays a key role in monitoring the quality of inbound investments; similarly, South Korea is experiencing increased inbound investment due to the manufacturing shift from China and should apply similar standards to evaluate investment quality. This emerging economic war between China and the USA is now marked by the competing initiatives of the BRI and IMEC. The BRI can be viewed as a modern Silk Road, linking China with Europe, while the IMEC seeks to establish a trade logistics corridor connecting Saudi Arabia, the UAE, Israel and Greece. The South Korean Government should take proactive steps to prepare for the evolving dynamics of the trade war between China and the USA. CitationOh, J.S. (2025), "International trade war - Spice Road against Silk Road", International Trade, Politics and Development, Vol. 9 No. 1, pp. 2-11. https://doi.org/10.1108/ITPD-06-2024-0031  Notes 1. https://www.investopedia.com/terms/s/supplychain.asp2. According to Gary Gereffi et al, 5 governance types of a lead company could be categorised as market, modular, relational, captive and hierarchy.3. Korea imports urea from 12 countries including Qatar, Vietnam, Indonesia and Saudi Arabia, in addition to China.4. https://single-market-economy.ec.europa.eu/sectors/raw-materials/areas-specific-interest/critical-raw-materials/strategic-projects-under-crma_en5. IPEF was launched on May 23,2022 at Tokyo. 14 member countries are Australia, Brunei, Fiji, India, Indonesia, Japan, Republic of Korea, Malaysia, New Zealand, Philippines, Singapore, Thailand, Vietnam and the USA. 4 Pillar of IPEF are Trade (Pillar 1), Supply Chain (Pillar 2),Clean Economy (Pillar 3) and Fair Economy (Pillar 4).6. Critics say “lack of substantive actions and binding commitments, instead focusing on process-driven framework building.” https://www.piie.com/blogs/realtime-economics/its-time-ipef-countries-take-action-supply-chain-resilience7. https://ec.europa.eu/commission/presscorner/detail/en/ip_22_54438. As of 2023, the first-largest trade partner of Korea is China (Trade volume of $267.66bn), the second is the US ($186.96bn) and the third is Vietnam ($79.43bn)9. As preferential ROO contain the labour value content requirement in the USMCA, it could increase compliance costs for importers. https://crsreports.congress.gov/product/pdf/RL/RL3452410. USITC(1996), Country of Origin Marking: Review of Laws, Regulations and Practices, USITC Publication 2975, July, pp. 2–411. https://www.barrons.com/articles/hong-kong-financial-center-china-46ba5d3612. Porter identifies a value chain broken in five primary activities: inbound logistics, operations, outbound logistics, marketing and sales and post-sale services. https://www.usitc.gov/publications/332/journals/concepts_approaches_in_gvc_research_final_april_18.pdf13. MAU is a metric commonly used to identify the number of unique users who engage with apps and website. MAU is an important measurement to the level of platform competitiveness in the digital trade logistics or e-commerce industry.14. https://home.kpmg/xx/en/home/insights/2019/12/china-belt-and-road-initiative-and-the-global-chemical-industry.html15. https://www.bradley.com/insights/publications/2023/10/the-india-middle-east-europe-economic-corridor-prospects-and-challenges-for-us-businesses16. The Asian Development Bank (ADB), which first used the term in 1998, defines economic corridors as important networks or connections between economic agents along a defined geography, which link the supply and demand sides of markets. http://research.bworldonline.com/popular-economics/story.php?id=350&title=Economic-corridors-boost-markets,-living-conditions17. Legovini et al. (2020) comments traditional cross border agreements of transport investment focuses only on a narrow set of direct benefits and cost. However, economic corridors can entail much wider economic benefits and costs such as trade and economic activity, structural change, poverty reduction, pollution and deforestation.18. Arab Centre Washington D.C. https://arabcenterdc.org/resource/the-geopolitics-of-the-india-middle-east-europe-economic-corridor/ References Bayne, N. (2017), Challenge and Response in the New Economic Diplomacy, 4th ed., The New Economic Diplomacy, Routledge, London, p. 19.Blanchard, J.M.F. and Ripsman, N.M. (2008), “A political theory of economic statecraft”, Foreign Policy Analysis, Vol. 4, pp. 371-398, doi: 10.1111/j.1743-8594.2008.00076.x.Gereffi, G., Humphrey, J. and Sturgeon, T. (2005), “The governance of value chain”, Review of International Political Economy, Vol. 12 No. 1, pp. 78-104, doi: 10.1080/09692290500049805.Kraljic, P. (1983), “Purchasing must be supply management”, Harvard Business Review, Vol. 61 No. 5, September.Legovini, A., Duhaut, A. and Bougna, T. (2020), “Economic corridors-transforming the growth potential of transport investments”, p. 10.Octaviano, B.Y. and Trishia, P. (2014), Economic Corridors Boost Markets, Living Conditions, Business World Research, Islamabad, October.United States International Trade Commission (USITC) (1996), “Country of origin marking: Review of Laws, Regulations, and Practices”, USITC Publication, Vol. 2975, July, pp. 2-4.Further readingPorter, M. (1985), Competitive Advantage: Creating and Sustaining Superior Performance, Free Press.Putman, R.D. (1988), “Diplomacy and domestic politics; the logic of two-level games”, International Organization, Vol. 42 No. 4, pp. 427-600.USITC (2019), “Global value chain analysis: concepts and approaches”, Journal of International Commerce and Economics, April, pp. 1-29.