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Defense & Security
A distressed person behind barbed wire, with an airplane symbol above on a blue background. Concept of immigration deportation and removal policy

From Promised Land to Forced Exodus: Faces of Deportation in Latin America and the Caribbean

by Rocío de los Reyes Ramírez

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Abstract: Migration policies in Latin America and the Caribbean have adopted a more restrictive and punitive approach, influenced by external pressures, especially from the United States. Deportations, detentions and dissuasive measures have intensified, in a context of increasing criminalisation of migrants. Cases such as El Salvador and the Dominican Republic reflect the use of severe control strategies, which have been criticised for possible human rights violations. These practices, although justified on security grounds, generate regional tensions and deepen the vulnerability of displaced populations. Keywords:Latin America, migration, Donald Trump, Ibero-America, deportations, forced returns. Introduction Deportations in Latin America and the Caribbean have undergone significant changes in recent years, reflecting both migration dynamics and international policies. The region has witnessed an increase in migratory movements, driven by economic crises, political conflicts and natural disasters. Latin American population movement configurations have been immersed in a dynamic whose magnitude and urgency have intensified since the beginning of 2025: that of forced returns and mass deportations, driven by changes in the migration policies of receiving countries such as the United States and Mexico. The re-election of Donald Trump has marked a tightening of immigration control measures, with an increase in raids and expulsions of undocumented migrants. But this is not a new phenomenon: mass deportations and forced returns in Latin America have deep roots in the region's history, with moments of particular intensity in different periods. It is not a recent phenomenon, nor is it exclusive to contemporary dynamics. Throughout its history, the region has been the scene of multiple processes of expulsion, forced return and internal displacement, intimately linked to contexts of political violence, economic change, structural racism and state strategies of population control. Already during the 19th century, the consolidation of nation states brought with it policies of exclusion that sought to shape national identity to the detriment of certain groups. In Mexico, after the 1910 Revolution, the Chinese community was persecuted and expelled in an episode that combined racism, economic crisis and exacerbated nationalism.1 In Argentina, during the 1880s, the military campaigns known as the "Conquest of the Desert" provoked massive forced displacements of indigenous peoples to marginal areas, marking a pattern of invisibilisation and internal expulsion.2 In the Caribbean, the dynamics of deportation were also marked by racial and economic conflicts. The Dominican Republic, under the dictatorship of Rafael Trujillo in the 1930s, carried out the so-called “Parsley Massacre” (1937), where thousands of Haitians were killed or forcibly expelled in order to 'whiten' the border and reaffirm Dominican national identity³. And in Cuba, after the triumph of the 1959 Revolution, the flow of political exiles to the United States intensified, generating waves of departures that, in some cases, were accompanied by pressure and coercion from the Castro regime. Central America in the second half of the 20th century was marked by civil wars and authoritarian regimes. El Salvador, Guatemala and Nicaragua experienced profound humanitarian crises that provoked a massive flight of their citizens. Many of these refugees were received in Mexico, Costa Rica or the United States, but after the Peace Accords of the 1990s, forced return policies emerged that did not always provide adequate conditions for reintegration. The case of Guatemala is emblematic: the return of refugees from Mexico, coordinated in part by the United Nations High Commissioner for Refugees (UNHCR), was fraught with difficulties, as many of the returnees were returning to territories still without security guarantees.3 The United States played a key role in contemporary deportation processes. The passage of the Illegal Immigration Reform and Immigrant Responsibility Act (IIRIRA) in 1996 was a paradigm shift, facilitating the deportation of immigrants convicted of minor crimes, which particularly affected Latin American communities.4 Honduras and El Salvador were particularly hard hit by these policies. Many of the young deportees had lived most of their lives on US soil and, upon their return to contexts of poverty and violence, found in gangs, such as MS-13 and Barrio 18, a means of survival and even a sense of belonging.5 Similarly, in South America, the military dictatorships of the 1970s and 1980s also resorted to exile and deportation as mechanisms of political control. In Chile, following the 1973 coup d'état, tens of thousands of people were forced into exile, and opponents captured abroad were often smuggled into the country under the coordination of Operation Condor. Argentina replicated these patterns, using illegal deportations and forced disappearances as systematic tools of political repression. More recently, in the insular Caribbean, contemporary dynamics also reveal patterns of selective deportation. In the Bahamas and Trinidad and Tobago, deportations of Haitian and Venezuelan migrants in an irregular situation have intensified in recent years, often in conditions of human rights violations, reproducing old logics of racial and socio-economic exclusion. These examples show that deportations in Latin America and the Caribbean are not isolated or temporary events: they are part of structural patterns that have accompanied state-building processes, the dynamics of internal violence and international population control strategies. Today, in a scenario of growing migratory pressure and increasingly restrictive policies in the main receiving countries, the region is once again facing old challenges in new forms. The echoes of history resound in the new faces of forced exodus, marking a present in which mass expulsions once again occupy a central place on the regional agenda. The United States and the tightening of immigration policy The arrival of Donald Trump for a second presidential term in January 2025 marked an even more severe shift in US immigration policy. While his first administration (2017-2021) had already been marked by restrictive measures, his return to power brought with it not only the restoration of old border control programmes, but also their radicalisation, in a context of growing domestic pressure and political polarisation. Trump has not only taken up policies such as the "Remain in Mexico" policy or the limitation of access to asylum: he has also expanded the margins of action of immigration agencies, hardening the official rhetoric against migrants -especially Latin Americans- and rescuing old legal instruments to justify new practices of accelerated deportation. This new phase is characterised by a combination of administrative, legal and operational measures that seek to deter irregular migration through the restriction of rights, the intensive use of detention and deportation, and the strengthening of pressure mechanisms on countries of origin and transit.   One of the first symbolic and practical steps of this new policy was the reinstatement of the programme officially known as the Migrant Protection Protocols (MPP), more popularly known as “Remain in Mexico”. It had originally been implemented in 2019, during his first term, and partially suspended during Joe Biden's administration from 20216. However, after his re-election, Trump not only reactivated it, but also tightened it, broadening its scope and further reducing the possibilities for asylum seekers to await processing on US soil. On 20 January 2025, the US president signed the executive order to reinstate this programme, which obliges asylum seekers to wait in Mexican territory while their cases are resolved in US courts.7 This has led to diplomatic tensions between the two countries. The president of Mexico, Claudia Sheinbaum, has expressed her rejection of this policy, describing it as a unilateral decision that affects national sovereignty and the human rights of migrants. The Mexican Secretary of Foreign Affairs, Juan Ramón de la Fuente, reiterated that Mexico is not obliged to accept this measure and that mechanisms will be sought to protect the migrants affected.8 While in its initial version the programme had already forced tens of thousands of asylum seekers to stay in Mexican border cities - leading to the formation of makeshift camps in places such as Matamoros and Tijuana - the reinstatement in 2025 accentuated this phenomenon. More categories of applicants, including minors and persons in vulnerable situations, are now susceptible to refoulement, increasing the pressure on border areas characterised by insecurity, poverty and criminal violence.9 Thus, the camps, which already existed precariously since the first implementation of the programme, have expanded and degraded throughout 2025, creating even more severe humanitarian emergencies. International organisations and human rights organisations have warned that the reactivation and tightening of the MPP violates essential principles of international law, such as non-refoulement, and exposes applicants to serious risks of violence, kidnapping and human trafficking.10 The Mexican government, for its part, has implemented some measures to support migrants, such as the "ConsulApp" application and the "Mexico te abraza" plan (Mexico hugs you), but challenges remain in ensuring their safety and well-being.11 Ultimately, this would tie in with the implementation of 'safe third country' agreements, as some analysts have interpreted it. And although Mexico has not signed any protocols, in practice, these current policies de facto position it in this role. This is because during Donald Trump's first term in office, the US signed agreements with several Central American countries to designate them as “safe third countries”.12 These include Guatemala, Honduras and El Salvador. These agreements required asylum seekers passing through these countries to seek protection there before arriving in the US. It was a controversial move that generated criticism of conditions in these countries and their capacity to handle the flow of migrants. Although formally presented as instruments to share the burden of international protection, in practice these protocols served to divert and contain asylum seekers in nations that did not have the material and legal conditions to guarantee their safety and basic rights. Particularly in the case of Guatemala, which was the only one to actually implement them in 2019, reports documented how migrants transferred from the US faced a total absence of effective asylum procedures, lack of humanitarian protection, and direct exposure to extreme violence and poverty.13 During the Biden administration (2021-2024), these agreements were formally suspended, however, it appears that the door is now being reopened. The new administration has signalled its intention to renegotiate and expand these instruments. In this way, they are once again at the centre of a more aggressive migration containment strategy, de facto limiting access to asylum in the US and increasing the vulnerability of thousands of migrants expelled to unsafe territories. El Salvador, for its part, has emerged in 2025 as the first Latin American country to formalise an agreement that, without officially naming itself as a "safe third country", operates de facto as such. The agreement, announced by President Nayib Bukele himself as "unprecedented", establishes that El Salvador will accept migrants deported from the United States - including those considered highly dangerous - coming not only from the Central American Northern Triangle, but also from other regions of the continent and the Caribbean.14 Unlike the Asylum Cooperation Agreements (ACAs) signed in 2019 and suspended in 2021, this new pact is not limited to the processing of asylum applications but directly assumes the reception and custody of deported persons, with no guarantee that they will be able to restart a regular migration process. Various sources agree that this is an advanced form of border externalisation: the northern giant transfers not only the management of flows, but also the custody of people considered undesirable or dangerous.15 Although the agreement has not been accompanied by specific legal reforms in the US, it has been consolidated through bilateral negotiations that contemplate financial compensation for El Salvador. Human rights organisations have warned that this strategy could be replicated with other governments receptive to these cooperation formulas in exchange for financial incentives. In this context, negotiation attempts have already begun with Haiti, the Dominican Republic and Colombia,16 countries that are being considered to host regional asylum processing centres. Although these mechanisms have not been formalised as "safe third country agreements" in the strict sense, several organisations have warned that they operate under a similar logic: the transfer of migratory responsibilities to nations with limited institutional capacity and contexts of violence or political crisis.17 The "pact" with El Salvador also contemplates the use of national penitentiary centres to detain a large part of these deportees, without a detailed analysis of their legal situation. Although mention has been made of the sending of some profiles considered to be at risk to the Terrorism Confinement Centre (Spanish: Centro de Confinamiento del Terrorismo, abbreviated CECOT), the implications of this prison model deserve specific treatment, which will be addressed in the following section. Along with the reinstatement of this programme, the new US administration has pushed through a series of measures that further restrict access to the right to asylum for those seeking to enter the US from Latin America and the Caribbean. One of the main changes has been the reintroduction of stricter standards for the initial submission of asylum applications. Migrants must now demonstrate from the outset a "credible fear" of persecution with strong documentary evidence,18 a much higher standard of proof than in previous years. This policy has drastically reduced the percentage of applicants who make it through the first asylum interview. Similarly, as part of the tightening of these immigration policies, Immigration and Customs Enforcement (ICE) has experienced a significant expansion of its powers. This expansion has translated into both an increase in its budget and greater operational discretion to carry out detentions and deportations. During 2025, the budget allocated to ICE increased by 15% over the previous year, reaching record amounts to fund detention centres, internal patrol operations and tracking technology for undocumented immigrants.19 This budget boost has allowed for increased detention operations in places considered "sensitive", such as hospitals, schools and churches, which were previously relatively protected under more restrictive guidelines. But ICE's expansion has not been limited to issues of operational volume, but also of legal scope. The use of internal administrative warrants (without judicial intervention) for the detention of immigrants suspected of minor immigration infractions has been reactivated.20 This measure has been widely criticised by human rights organisations, which point to the weakening of procedural safeguards for detainees and the risk of arbitrary detention. ICE has also strengthened its cooperation with state and local police forces through programmes such as 287(g), which allow police officers to act as immigration agents.21  This collaboration has been particularly controversial in states such as Texas and Florida, where racial profiling and civil rights violations have been reported. The tightening of detention practices has had a direct impact on Latin America and the Caribbean, with a significant proportion of those deported in 2025 coming from countries such as Mexico, Guatemala, Honduras, El Salvador and, to an increasing extent, Venezuela and Haiti. Thus, the expansion of ICE's power has not only transformed the internal migration landscape in the US but has also intensified the dynamics of forced return throughout the region. However, the shift towards a more punitive approach is not limited to contemporary operational frameworks: the current government has also begun to recover legal tools from the past, such as the Alien Enemies Act, to legitimise new forms of exclusion, detention and deportation. This is a 1798 law that allows the executive to detain and deport citizens of countries considered enemies in times of war. Although historically this law has been applied in wartime contexts, such as during the Second World War, its invocation in a period of peace has generated intense legal and political controversy.22 On 14 March 2025, Trump signed a presidential proclamation designating the Venezuelan Tren de Aragua gang as a national security threat, calling their presence in the US an "irregular invasion". Under this justification, it authorised the immediate detention and deportation of Venezuelan citizens suspected of links to the organisation, without the need for warrants or conventional legal processes. The president later denied having signed it, attributing the responsibility to his Secretary of State, Marco Rubio.23 The implementation of this measure resulted in the accelerated deportation of hundreds of Venezuelans to El Salvador, many of whom had no criminal record and some of whom had legal immigration status in the US, including Temporary Protected Status (TPS).24 Civil rights organisations, such as the ACLU, filed lawsuits alleging that the application of the law violated due process and constitutional protections. 25In response, several federal judges issued orders temporarily halting deportations and requiring judicial hearings before any deportations. But despite the judicial restrictions, the administration continued with the deportations, arguing that the orders did not apply to flights already underway or over international waters. This stance was criticised for defying judicial authority and for using a wartime law for contemporary immigration policy purposes.26 The reactivation of the Alien Enemies Act in 2025 has sparked a national debate on the limits of executive power and the protection of immigrant rights, highlighting the tension between national security and civil liberties in US immigration policy. Not only that: all these measures have generated a wave of mass deportations that have not only overwhelmed the capacity of reception systems in Latin American countries, but have also had a direct impact on the structure of separated families and local communities, often lacking the resources to provide adequate reintegration processes. In Mexican border cities such as Ciudad Juárez, Matamoros and Tijuana, makeshift camps have multiplied, where thousands of people who have been deported or are awaiting a migration resolution live in extremely precarious conditions, as mentioned above. In Central America and the Caribbean, the forced return of migrants - some of them with weak links to their countries of origin or with criminal records - has reactivated dynamics of exclusion, stigmatisation and, in some cases, violence. Taken together, these actions reflect a regional trend towards the externalisation and criminalisation of migration, where migration responsibilities are shifted to countries in the global south and managed through punitive rather than humanitarian strategies. The consequences of these measures are not only individual but also reshape the social and political fabric of the entire region. Detention centres and new deportation dynamics Recent transformations in US immigration policy have not only translated into regulatory and diplomatic tightening: they have also reconfigured places of confinement and removal processes. Mass deportationsalready being pushed since 202327 , have now coincided with a renewed detention architecture, in which confinement and surveillance are not limited to US territory but projected beyond its borders. This phenomenon has given rise to new dynamics of migration management, in which detention centres play a central role. In addition to ICE detention centres on US soil, there is now a network of prison and surveillance facilities located in countries receiving deportees, frequently promoted or supported by Washington under the bilateral security cooperation agreements we have been discussing. The most visible case is that of the CECOT (Terrorism Confinement Center) in El Salvador which, although initially conceived as a tool against local gangs, has begun to receive Salvadoran citizens deported from the US with criminal records.28 The use of this type of facility marks a worrying twist: the systematic criminalisation of deportees and their immediate insertion into highly restrictive prison circuits. The policy of automatic association between migration and criminality has led many deportees to be considered not as citizens to be reintegrated, but as threats to be neutralised. This logic is reinforced by the Salvadoran government's narrative, which has actively promoted CECOT's image of success before the international community, using figures on homicide reduction and territorial control as arguments of legitimacy, albeit with a strong questioning of judicial opacity and arbitrary detentions.29 This transnational prison model has profound human rights, social reintegration and regional security implications. Far from offering sustainable solutions, it reinforces the stigmatisation of returned migrants and multiplies barriers to their inclusion in communities of origin. In turn, it turns countries such as El Salvador into functional extensions of the US immigration and penal system, fuelling political and social tensions.30 When in March 2025, the US deported 238 Venezuelan nationals to CECOT on charges of belonging to the Tren de Aragua criminal group, the move was widely criticised by human rights organisations and international governments as a violation of due process and the fundamental rights of migrants. The Salvadoran government, for its part, defended the action, claiming that the deportees were "proven criminals" and that their incarceration in this centre was part of a strategy to combat transnational organised crime.31 However, relatives of the detainees and humanitarian organisations have denounced that many were identified as members of the Tren de Aragua based solely on tattoos or physical characteristics, without concrete evidence. The situation has generated diplomatic tensions, especially with Venezuela, whose government has requested the intervention of international bodies to protect its citizens and has described the deportations as a "crime against humanity".32 To date, there is no record of similar agreements between the US and other Latin American countries, such as Guatemala or Honduras, to receive deported migrants in high-security prisons. Although these countries have announced plans to build mega-prisons, there is no public evidence that they are being used to house deportees from the US. In parallel, the so-called policy of self-deportation has gained momentum: an increasingly documented phenomenon in which thousands of migrants voluntarily choose to return to their countries of origin in fear of being arrested, separated from their families or detained in inhumane conditions. This practice, indirectly promoted by the tightening of the legal and police environment, represents a form of covert expulsion, in which the state does not need to apply force: it is enough to install fear. 33 The Trump administration has intensified this strategy through various measures. These include the implementation of the CBP Home app, which allows undocumented immigrants to manage their voluntary departure from the country. In addition, "incentivised self-deportation" programmes have been announced, offering financial assistance and coverage of transportation costs to those who decide to return to their countries of origin. These initiatives have been presented as humanitarian solutions, although they have been criticised by human rights organisations as coercive and discriminatory. The government has also imposed economic sanctions on immigrants with active deportation orders, such as daily fines of up to a thousand dollars, with the aim of pressuring them to leave the country voluntarily. These policies have been accompanied by media campaigns displaying images of immigrants arrested and charged with serious crimes, seeking to reinforce the perception of threat and justify the measures adopted. These actions have generated a climate of fear and uncertainty among migrant communities, leading many to opt for self-deportation as the only alternative to avoid detention and family separation. However, experts warn that this decision may have long-term legal consequences, such as the impossibility of applying for visas or re-entering the country for several years.34 It has come to the point, last week, of arresting Hannah Dugan, a Miilwaukee County judge by the FBI, allegedly accused of assisting a documented immigrant who was to be detained.35 In this context, the self-deportation policy is yet another tool in the Trump administration's restrictive and punitive approach to migration, prioritising deterrence and control over the protection of human rights and the search for comprehensive solutions to the migration phenomenon. The proliferation of self-deportations and increasing allegations of human rights violations soon escalated into the judicial arena. As claims of arbitrary detention, inhumane conditions of confinement and family separation increased, various courts began to examine the legal limits of these policies. The climax came in April 2025 with the Supreme Court's decision in Trump v. J. G. G. G.36 , which assessed the constitutionality of certain expedited deportation practices applied to Venezuelan and Central American asylum seekers. Although the Court did not completely invalidate the executive measures, it did set important limits: it recognised the right to a pre-removal hearing in cases where there is a credible risk of persecution and called on Congress to urgently review the immigration legal framework.37 In addition, the court ruled that legal challenges must be brought in the district where the detainees are located, in this case, Texas, and not in Washington D.C. This Supreme Court ruling marks a turning point. While it does not dismantle the mass deportation apparatus, it introduces legal brakes that could slow down or modulate its application. Congress, under pressure from the ruling, now faces the challenge of reforming a dysfunctional, polarised and increasingly judicialised immigration system. In the short term, federal agencies such as ICE and CBP will have to adjust their operational protocols to avoid litigation, which could generate internal tensions and new immigration outsourcing strategies. Ultimately, this decision opens a new scenario in which immigration policies will have to face not only social and international scrutiny, but also the limits imposed by constitutional law and the US judicial system. Expulsions in the Caribbean: the case of the Dominican Republic In the context of a regional tightening of migration policies, the Dominican Republic has significantly intensified its efforts to control irregular immigration, especially from Haiti. Under the administration of President Luis Abinader, a policy of mass deportations has been implemented, which has raised concerns both domestically and internationally. The deportations have taken place against a backdrop of growing social fear of cross-border crime and the infiltration of armed actors from the neighbouring country. In this context, the government has reinforced border control with a combination of military presence, surveillance technology and migration deterrence measures. Between January and December 2024, the Dominican authorities deported more than 276,000 foreigners in an irregular migratory situation, the majority of whom were Haitian nationals38 . This figure represents a significant increase compared to previous years and reflects a systematic and sustained deportation policy.39 Precisely in October 2024, the government announced a plan to deport up to 10,000 Haitians per week, which intensified operations across the country. These operations include raids in neighbourhoods, arrests in hospitals and the demolition of informal settlements inhabited by Haitians. One of the most controversial practices has been the deportation of pregnant and lactating Haitian women directly from public hospitals. Human rights organisations such as Amnesty International and UN experts have condemned these actions as inhumane and discriminatory. Cases have been documented of women being deported while in labour , putting their health and that of their children at risk.40 The Dominican government defends these policies as necessary to maintain order and national security, arguing that they are carried out in accordance with the law. However, international criticism has mounted, with allegations that these mass deportations violate fundamental human rights and aggravate the humanitarian crisis in Haiti. The situation has generated diplomatic tensions between the two countries and has been the subject of concern from the international community, which is urging the Dominican Republic to review its migration policies and ensure respect migrants' rights. This case exemplifies the challenges faced by Latin American and Caribbean countries in managing migration flows, especially when humanitarian crises, security policies and bilateral tensions are combined. Ultimately, the Dominican response - although framed by legitimate sovereignty concerns - also raises profound questions about the proportionality of measures, respect for due process and regional co-responsibility in the face of the Haitian collapse. Conclusion The Latin American and Caribbean region is going through a critical moment in terms of migration. Recent waves of mass deportations, forced returns - direct or induced - and new border control strategies have deepened a regional crisis that has been brewing for years. These dynamics, far from being isolated phenomena, are part of a systematic strategy of migration containment promoted by the US, where political discourse and practice have turned migrants into scapegoats for all national ills. Donald Trump has been the most visible - and aggressive - face of this policy. His obsession with migrants, especially those from Latin America and the Caribbean, has resulted in an institutional architecture designed to curb mobility at any cost. Under his leadership, not only have physical and legal walls on the southern border been reinforced, but programmes such as "Remain in Mexico", safe third country agreements and, more recently, the controversial use of regulations such as the Alien Enemies Act have been promoted. At the core of this strategy is a profoundly punitive vision that identifies the migrant as a threat, a potential enemy or an invader, thus legitimising policies of mass exclusion and systematic expulsion. The impact of these policies in Latin America and the Caribbean is profound. Beyond the numbers, what is at stake is the stability of societies already marked by inequality, violence and institutional fragility. Mass deportations - affecting not only border crossers but also those who had already put down roots in the US - are overwhelming the capacities of receiving states. Every week, El Salvador, Honduras, Guatemala, Haiti, Venezuela and the Dominican Republic receive contingents of returnees who must be reintegrated in contexts of structural precariousness. In this context, the arrival of thousands of deported or self-deported Venezuelans in places such as CECOT in El Salvador illustrates a new phase: the direct criminalisation of migrants. The use of mega-prisons as a migration management tool represents a worrying drift, where security replaces integration and fear replaces law. Alongside this, the policy of self-deportations has gained strength, a form of covert expulsion in which the state does not need to apply force: it is enough to install fear. Families choose to return voluntarily for fear of being detained, separated or held in inhumane conditions. In recent months, this practice has even been economically incentivised, with programmes promoted by the Trump Administration offering to pay for the return ticket, as if it were a favour, when in reality it is a forced flight disguised as a personal choice. This has generated a far-reaching reconfiguration of migration. The fracturing of family networks, the interruption of the flow of remittances and the uncertainty over the legal status of millions of people have altered not only regional mobility, but also the economic models that depend on exile as a source of income. Remittances, which represent a significant percentage of GDP in countries such as Honduras and El Salvador, are threatened by these return policies, directly affecting consumption, community investment and the ability to sustain millions of households. Moreover, the legal and judicial system now faces its own limits. The intervention of the US Supreme Court has highlighted the constitutional challenges to these measures, opening a space for legal dispute over how far the executive can go in its crusade against migration. However, the effects are already underway. The reality is that many Latin American and Caribbean countries are assuming, voluntarily or forcibly, the role of advanced border of the global North. The overall balance is bleak: a utilitarian vision of human mobility is imposed, whose fate depends more on electoral cycles in the north than on their fundamental rights. However, resistance is also emerging: from the courts to the streets, through grassroots organisations, solidarity networks and proposals for fairer regional policies. The future of mass deportations is not set in stone. It will be decided in multiple scenarios: in presidential speeches in Washington, but also in the legal decisions of the courts; in public policies in Bogotá, San Salvador or Santo Domingo, but also in the mobilisation capacity of the societies affected. Latin America and the Caribbean have an opportunity and a responsibility: not to resign themselves to the role of passive recipients of an imposed policy, but to build a regional strategy for mobility, rights and dignity. References 1 CHAO ROMERO, Robert. The Chinese in Mexico, 1882-1940. University of Arizona Press, 2010.2 VIÑAS, David. Indians, army and frontier. Siglo XXI Editores, 1982.3 FERRER ,Ada. Cuba: An American History. Scribner, 2021.4 AMERICAS ALLIANCE. 28 years of IIRIRA: a horrible legacy of a white supremacist and deeply xenophobic immigration law. 30/9/24. Available at: htt p s://w w w.alianzaamericas..Note: All hyperlinks are active as of 3 May 2025.5 AMBROSIUS, Christian. Deportations and the Roots of Gang Violence in Central America. School of Business & Economics. Discussion Paper, Berlin, 12/2018. Available at: https://refubium.fu-berlin.de/bitstream/handle/fub188/22554/discpa p er2018_12.6 AMERICAN IMMIGRATION COUNCIL. 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"México aguarda con preocupación la avalancha de decretos migratorios de Trump", El País. 20/1/25. Available at: https:// e lp ais.com/mexico/2025-01-20/mexico-aguarda-con-preocupacion-la-avalancha-de-decretos-migratorios-de-trump.12 The concept of a "safe third country" originates from the Convention relating to the Status of Refugees, signed in Geneva, Switzerland, in 1951. According to this convention, when a person applies for asylum in one country, that country can refer him or her to another country that offers the same guarantees of protection. However, goodwill is not enough; the receiving country must meet certain requirements to be considered "safe".13 REFUGEES INTERNATIONAL. Deportation with stopover: Failure of the protection measures established by the Cooperation Agreement on Asylum signed between the United States and Guatemala. 10/6/20. Available at: https://www.refugeesinternational.org/report s -briefs/deportacion-con-escala-fracaso-de-las14 EL MUNDO NEWSPAPER. US and El Salvador finalise 'unprecedented' asylum agreement: Bukele". 3/2/2025. Available at: https://diario.elmundo.sv/politica/eeuu-y-el-sa l15 BBC NEWS MUNDO. "Bukele agrees with US to accept deportees of other nationalities, including 'dangerous criminals' in prison". 4/2/25. Available at: https://ww w .bbc.com/mundo/ a16 REFUGEES INTERNATIONAL. Migration outsourcing: new agreements under analysis with Haiti, Dominican Republic and Colombia. Special report, March 2025.17 RANRUN.ES. "International civil society denounces that externalising the US border will not stop migrants".11/4/25. Available at: https://run r un.es/noticias/501342/sociedad-civil-civil-sociedad-civil-internacional-denuncian-que-externalizar-la-frontera-ee –18 U. S. CITIZENSHIP AND IMMIGRATION SERVICES. Credible Fear Screening and Interview Process, update 2025. Available at: http s ://www.usci s .19 GILBERTO BOSQUES CENTRE FOR INTERNATIONAL STUDIES. "La política migratoria de EE. UU. y su impacto en América Latina", Informe Especial. April 2025. Available at: https:/ / www.gob.mx/sre/acciones-y-programas/centro-de-estudios-internacionales-gilberto-bosques20 AMNESTY INTERNATIONAL. "The United States: A Migration System that Criminalises. Report 2025. Available at: https://www.amnesty . o rg/en/latest21 ACLU (American Civil Liberties Union). Police-ICE collaboration under the 287(g) program. Analysis paper updated in 2025. Available at: https:// w ww.a c lu.22 PIEMONTESE, Antonio. "'Alien Enemies Act', what the 1798 law invoked by Trump to repatriate alleged Venezuelan gang members says". WIRED. 10/3/25. Available at: htt p s://en.wired. dice-la-ley-de-1798-invocada-por-trump-para-repatriar-a-supuestos-pandilleros-venezolanos.23 THE REPUBLIC. "Trump denies signing proclamation invoking the Alien Enemies Act to deport Venezuelan migrants". 22/3/25. Available at: https://larepublica.pe/mundo/2025/03/22/donald-trump-niega-haber-firmado-la-proclamacion-invocando-la-ley-de-enem i24 Temporary Protected Status (TPS) is a US humanitarian programme that grants protection to nationals of countries affected by armed conflict, natural disasters or other extraordinary circumstances.25 INFOBAE. "US civil organisations question the deportation of Venezuelans". 17/3/25. Available at: https://www.infobae.com/america/agenc i.26 CNN. "Several federal judges issued orders to temporarily halt the deportations and require judicial hearings before any removals. But despite the judicial restraints, the Administration continued the deportations." 9/4/25. Available at: https://cnnesp a nol.cnn.com/2025/04/09/eeuu/judges-block-deportations-some-people-read-foreign-enemies e27 TELEMUNDO. The U.S. quintuples its deportations this year and considers more and more migrants as inadmissible". 17/9/23. Available at: www.telemundo.com/noticias/noticias-telemundo/inmigracion/estados-unidos-ha-deportado-a-mas-de-380000-personas-en-los-ultimos - si-rc n28 EL PAÍS. "Bukele opens the CECOT mega-prison to deportations from the USA". 7/2/25. Available at: https://elpais.com/internacional/2025-02-07/bu k ele-abre-el-mega p risiones-del-cecot-a-deportados-de-eeuu..29 EL PAÍS. "Bukele's mega-prison, symbol of his war against the gangs, arouses international alarm". 23/3/23. Available at: https://elpais .30 MIGRATION AND DEVELOPMENT. Satellite States: The Prison Externalisation of Migration in Central America, n.º 54. 2025, pp. 45-63.31 LAS AMÉRICAS NEWSPAPER. "El Salvador defends the deportation of Venezuelans from the USA and links them to organised crime". 19/3/25. Available in: http s :32 NEWSWEEK, El Salvador. "Venezuela says sending US migrants to Salvadoran jail is "crime against humanity"". 18/3/25. Available at: https://newsweekespanol.com/elsalvador/2025/03/18/v e nezuela-dice-que-envio-de-migrantes –33 EL PAÍS. "Trump fills the White House gardens with photos of arrested immigrants to celebrate his first 100 days". 29/4/25. Available at: https://elp a is.com/us/immigracion/2025-04-28/trump-llena-los-jardines-de-la-casa-blanca-de-fotos-de-inmigrantes-arrestados-para-c e lebrar-sus-primeros-100-dias..34 COLOMÉ, Carla Gloria. "El gobierno de Trump celebra el aumento de las autodeportaciones: "Estamos viendo niveles altísimos de migración inversa", El País. 2/4/25. Available at: https://elpais.com/us/migracion/2025-04-02/el-gobierno-de-trump-celebra-el-aumento-de-las-autodeportaciones-e s tam o s-viendo-niveles-altisimos-de-migracion-inversa.html.35 COL, Devan. "Indictment against Wiscosin judge underscores Trump administration's aggressive approach to immigration enforcement", CNN USA 25/4/25. Available at: https://cnnespanol.cnn.com/2025/04/25/eeuu / indictment-j u eza-wisconsin-aggressive-approach-trump-immigration-trax-law.36 Trump v. J.G.G. is the tentative name used by some media and legal documents to refer to a recent and significant court case before the U.S. Supreme Court in April 2025. The case pits the federal government, led by the Donald Trump Administration, against a migrant identified by his initials J.G.G., in protection of his identity, as is customary in immigration and human rights proceedings.37 SUPREME COURT OF THE UNITED STATES. Trump v. J.G.G. Opinion of the Court, April 2025. Available at: https://www.supremecourt.gov/opinions/20 2 5/tr ump_ v _jgg.html (accessed 28 April 2025).38 CNN EN ESPAÑOL. "La República Dominicana deportó en 2024 a 276.000 haitianos". 2/1/25. Available at: https://cnnespanol.cnn.com/2025/01/02/latinoame r ic a39 TELEMUNDO NOTICIAS. "Dominican Republic intensifies deportations of Haitians: 10,000 per week". 12/12/2024. Available at: https://www.telemundo.com/noticias/noticias-telemundo/internacional/republica-dominicana-deportaciones-masivas- h aitianos-10000-una-semana-r40 AMNESTY INTERNATIONAL. "Deportations of pregnant women in the Dominican Republic". November 2024. Available at: https: / /www.a m nesty.org/en/documents/amr27/8597/2024/en/ "Statement on mass deportations in the Dominican Republic". November 2024. Available at: https://www.amnesty.org/es/documents/amr27/8597/2024 /

Diplomacy
President Donald Trump poses for a photo with Amir of Qatar Sheikh Tamin bin Hamad Al Thani in Lusail Palace before an official State Dinner, Wednesday, May 14, 2025, in Doha, Qatar. (Official White House Photo by Daniel Torok)

Trump signed plenty of contracts in the Middle East, but he’s no closer to the two ‘deals’ he really wants

by Shahram Akbarzadeh

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском US President Donald Trump’s visit to Arab states in the Middle East this week generated plenty of multibillion-dollar deals. He said more than US$1 trillion (A$1.5 trillion) worth of deals had been signed with Saudi Arabia alone, though the real total is likely much lower than that. Qatar also placed an order for 210 Boeing aircraft, a deal worth a reported US$96 billion (A$149 billion). Trump will no doubt present these transactions as a major success for US industry. The trip also helped counter concerns about US disengagement from the Middle East. For more than a decade, local elites have viewed Washington’s attention as shifting away from the region. This trip was a reaffirmation of the importance of the Middle East – in particular the Gulf region – to US foreign policy. This is an important signal to send to Middle Eastern leaders who are dealing with competing interests from China and, to a lesser extent, Russia. And from a political standpoint, Trump’s lifting of sanctions on Syria and meeting with the former rebel, now president, Ahmed al-Sharaa was very significant – both symbolically and practically. Until recently, al-Sharaa was listed by the United States as a terrorist with a US$10 million (A$15 million) bounty on his head. However, when his forces removed dictator Bashar al-Assad from power in December, he was cautiously welcomed by many in the international community. The US had invested considerable resources in removing Assad from power, so his fall was cause for celebration, even if it came at the hands of forces the US had deemed terrorists. This rapid turn-around is dizzying. In practice, the removal of sanctions on Syria opens the doors to foreign investment in the reconstruction of the country following a long civil war. It also offers an opportunity for Saudi Arabia and Qatar, as well as Turkey, to expand their influence in Syria at the expense of Iran. For a leader who styles himself a deal-maker, these can all be considered successful outcomes from a three-day trip. However, Trump avoided wading into the far more delicate diplomatic and political negotiations needed to end Israel’s war against Hamas in Gaza and find common ground with Iran on its nuclear program. No solution in sight for the Palestinians Trump skirted the ongoing tragedy in Gaza and offered no plans for a diplomatic solution to the war, which drags on with no end in sight. The president did note his desire to see a normalisation of relations between Arab states and Israel, without acknowledging the key stumbling block. While Saudi Arabia and United Arab Emirates have no love for Hamas, the Gaza war and the misery inflicted on the Palestinians have made it impossible for them to overlook the issue. They cannot simply leapfrog Gaza to normalise relations with Israel. In his first term, Trump hoped the Palestinian issue could be pushed aside to achieve normalisation of relations between Arab states and Israel. This was partially achieved with the Abraham Accords, which saw the UAE and three other Muslim-majority nations normalise relations with Israel. Trump no doubt believed the Israel-Hamas ceasefire agreed to just before his inauguration would stick – he promised as much during the US election campaign. But after Israel unilaterally broke the ceasefire in March, vowing to press on with its indiscriminate bombing of Gaza, he’s learned the hard way the Palestinian question cannot easily be solved or brushed under the carpet. The Palestinian aspiration for statehood needs to be addressed as an indispensable step towards a lasting peace and regional stability. It was telling that Trump did not stop in Israel this week. One former Israeli diplomat says it’s a sign Israeli Prime Minister Benjamin Netanyahu has lost his leverage with Trump. There’s nothing that Netanyahu has that Trump wants, needs or [that he] can give him, as opposed to, say, the Saudis, the Qataris, [or] the Emiratis. More harsh rhetoric for Iran Trump also had no new details or initiatives to announce on the Iran nuclear talks, beyond his desire to “make a deal” and his repeat of past threats. At least four rounds of talks have been held between Iran and the United States since early April. While both sides are positive about the prospects, the US administration seems divided on the intended outcome. The US Middle East special envoy Steve Witkoff and Secretary of State Marco Rubio have called for the complete dismantling of Iran’s capacity to enrich uranium as a sure safeguard against the potential weaponisation of the nuclear program. Trump himself, however, has been less categorical. Though he has called for the “total dismantlement” of Iran’s nuclear program, he has also said he’s undecided if Iran should be allowed to continue a civilian enrichment program. Iran’s capacity to enrich uranium, albeit under international monitoring, is a red line for the authorities in Tehran – they won’t give this up. The gap between Iran and the US appears to have widened this week following Trump’s attack on Iran as the “most destructive force” in the Middle East. The Iranian foreign minister, Abbas Araghchi called Trump’s remarks “pure deception”, and pointed to US support for Israel as the source of instability in the region. None of this has advanced the prospects of a nuclear deal. And though his visit to Saudi Arabia, Qatar and the UAE was marked by pomp and ceremony, he’ll leave no closer to solving two protracted challenges than when he arrived.

Diplomacy
ASEAN - GCC Ministerial Meeting - 25 May 2025 Group Photo

Implications of Xi Jinping's visit to Malaysia and Trump's visit to the Gulf ahead of the Malaysia-led ASEAN-China-GCC summit

by Nadia Helmy

China relies heavily on Malaysia as a bridge for cooperation, dialogue, and coordination with the Gulf Cooperation Council (GCC) countries and China in confronting the economic and political challenges imposed by the United States on China and many countries around the world after President “Trump” increased US tariffs on China. To this end, China seeks to coordinate with Malaysia during its presidency of the (ASEAN Summit) this year 2025, and its concurrent presidency of the (ASEAN-GCC Cooperation Summit), a situation China is keen to capitalize on through its distinguished partnership with Malaysia. In addition, Chinese President Xi Jinping's visit to Malaysia in mid-April 2025, during which they issued a joint statement on support for Gaza and the Palestinian cause in the face of Israeli violations.  Malaysia's meetings and its current hosting of the (ASEAN Summit and the ASEAN-GCC Cooperation Summit) come after important trade talks between the United States and China in Switzerland in May 2025, the same month as the ASEAN and ASEAN-GCC Cooperation Summits with China. The ASEAN-GCC Summit may be a real opportunity to lay the foundation for deeper negotiations between the world's two largest economies after a period of escalation in the trade war between the two sides.  Given the importance of the ASEAN region to Southeast Asia, which represents China's vital backyard, it is at the heart of the strategy for managing major events between Washington and Beijing in the Indo-Pacific region. To this end, Washington and Beijing signed a strategic partnership agreement with ASEAN, given its critical importance to both countries.  Former US President Joe Biden signed a new Comprehensive Strategic Partnership agreement between the United States and the Association of Southeast Asian Nations (ASEAN), describing it as a decisive step toward addressing the biggest issues of our time. Meanwhile, Beijing emphasized strengthening the Comprehensive Strategic Partnership agreement it signed with ASEAN in 2021, with China keen to jointly build the world's largest free trade area.  The most prominent complex global issues on the agenda of ASEAN countries, China, Malaysia, and the Gulf Cooperation Council (GCC) in their confrontation with Washington and Russia include (the war in Ukraine, climate change, regional tensions around the Taiwan Strait and the South China Sea, North Korea's missile launches, the recent Gaza war, and US tariffs), among others.To this end, China officially confirmed Chinese Premier Li Keqiang's visit to Malaysia in late May 2025 to attend a summit coordinated by China with a newly formed group of Southeast Asian and Arab countries, through which Beijing hopes to garner support in the face of Washington's tariffs. China also launched a campaign to mend relations with the European Union, Japan, and South Korea, after US President Donald Trump imposed a series of tariffs on numerous countries on April 2, 2025, before abruptly suspending them for dozens of countries except China.  Chinese Premier “Li Keqiang” will also be in Kuala Lumpur, Malaysia, to attend the (ASEAN-GCC-China Summit) on May 27, 2025, which will be held one day after the ASEAN Summit scheduled for May 26, 2025. China has not publicly confirmed the names and number of Chinese officials who will comprise the Chinese delegation it will send to Malaysia before the summits in Malaysia.  From my analytical perspective, this may stem from China's fear that the United States and its ASEAN allies will exert pressure on those Chinese figures who will participate in the (ASEAN-GCC Summit) in particular.  In my view, Chinese President Xi Jinping's visit to Malaysia in mid-April 2025 is linked to the role Malaysia will play, along with its ally China, in confronting US protectionist policies. This follows President Xi Jinping's visit to three Southeast Asian countries (Vietnam, Malaysia, and Cambodia) to win them over to China's side in its trade war with the United States. To this end, China is seeking to win Malaysia over, particularly at this time, as Beijing intensifies its current efforts to secure partnerships to protect its economy from the escalating trade war with the United States. While the three countries (Vietnam, Cambodia, and Malaysia) will benefit from Chinese President Xi Jinping's visit in mid-April 2025 to diversify their Chinese supply chains, it also places them in a challenging position with the US, and in the crosshairs of US President Trump as he seeks to restrict the reshipment of Chinese goods to its regional neighbors and then transport them through them to the world.  In anticipation of all stages of US escalation against China, Chinese President “Xi Jinping” convened and chaired the Central Working Conference on Diplomacy with Neighboring Countries in early May 2025. This conference highlighted China's increasing focus on strengthening regional relations, particularly with its neighbors, most notably Malaysia and its ASEAN partners.  On the other hand, there is competition between the United States, China, and Europe to enhance economic presence at the joint summit between the Malaysia-led ASEAN and the Gulf Cooperation Council (GCC) in Kuala Lumpur, Malaysia. The GCC countries are in fierce competition with the United States, Russia, China, and Europe to strengthen their economic presence in the vibrant ASEAN, which holds promising opportunities in multiple fields for the Gulf community. The ASEAN summit with the Gulf states and China represents an important milestone that reflects the growing interest of the leaders of the Gulf Cooperation Council (GCC) in strengthening relations with the ASEAN countries and China, in the face of economic and geopolitical challenges that require deeper coordination and more flexible cooperation. This is especially true given the unbalanced nature of Trump's personality, from the perspective of the Gulf states, even his closest allies. Many GCC leaders fear a sudden Trump coup against his closest allies, which is one of the reasons for the Gulf's move towards rapprochement with the ASEAN and China, led by Malaysia. The geopolitical transformations and escalating international competition between China and the United States over the Asian region and the Association of Southeast Asian Nations (ASEAN) in East and Southeast Asia, on the part of Russia, Europe, the United States, and China, have highlighted the efforts of the Gulf Cooperation Council (GCC) countries to strengthen their economic and political presence in this vital region through strategic partnerships that transcend traditional considerations and are based on mutual interests and commonalities. ASEAN countries represent emerging economies that hold promising opportunities in multiple fields for China and the Gulf countries, such as energy and infrastructure. This is why all GCC countries are currently investing in it. Furthermore, there are important commonalities, including that these countries, like the Gulf states, are also seeking to distance themselves from geopolitical polarization in their regional environment, especially after the recent Gaza war. The GCC countries are currently unwilling to enter into economic alliances against other parties. This provides common ground for fruitful cooperation between all, led and coordinated by Malaysia as a bridge for communication, dialogue, and coordination between the GCC countries, primarily with China.  There is also a mutual desire to strengthen Sino-Gulf relations with ASEAN countries through Malaysia at various levels, including cultural cooperation, based on a shared history spanning hundreds of years, particularly through the Chinese Belt and Road Initiative, which represents numerous cultural and civilizational aspects, in addition to its economic, commercial, and investment importance for all.  The secret to ASEAN's success and the encouragement of GCC countries to cooperate and coordinate with it and with China through Malaysia is its focus on economic objectives, transcending ideology and non-interference in the internal politics and affairs of other countries, while giving priority to development and investment. The new and vital area of coordination between ASEAN, China, Malaysia, and the GCC countries is the Maritime Cooperation Mechanism, recognizing the importance of oceans and seas as a key factor in driving growth.  Therefore, there is a working agenda for a framework for maritime cooperation among all concerned countries, to ensure the security of maritime and logistical straits, achieve the principles of maritime safety and security, and ensure freedom of navigation and air traffic without obstacles that limit the movement of legitimate maritime trade. It also promotes peaceful resolution of disputes in accordance with the principles of universally recognized international law.   The Gulf's move toward cooperation with ASEAN countries and China, through Malaysia's coordination of the Gulf Cooperation Council (GCC) summit with ASEAN and China, has several fundamental reasons. These include the United States' imposition of tariffs on several countries, including the GCC itself, at varying rates. This will impact their exports to the US market. This move will inevitably push them to seek alternative markets, enhancing opportunities for cooperation between ASEAN and China, led by Malaysia, with the Gulf countries. This comes amid Chinese efforts to leverage these changes to strengthen its negotiating position vis-à-vis the Americans. Perhaps the positive thing is that Washington announced the suspension of these tariffs on China for 90 days, but I most likely expect it to impose other tariffs on China and the Gulf countries and set other conditions. This will make economic relations between the GCC countries, ASEAN, and China vis-à-vis Washington more tense in the short and long term, as their exports to the US will inevitably be affected in the near future. Therefore, we note that these common challenges facing the Gulf Cooperation Council (GCC), ASEAN, China, and Malaysia together in the face of these American pressures, even after Trump's visit to the three Gulf states (Saudi Arabia, Qatar, and the UAE) in the same month as the (ASEAN-China-GCC summit) in Malaysia in May 2025, open the door to new economic dialogues between all parties and help form regional blocs between ASEAN, China, Malaysia, and the GCC countries. There is clear enthusiasm from all parties to make this happen on the ground. Suffice it to mention the keenness of the concerned parties to hold real summits at the level of heads of state, in addition to ongoing ministerial and technical meetings. This reflects the existence of a genuine political will that seeks to translate all these aspirations into practical partnerships on the ground.  In this context, China, ASEAN, and Malaysia welcomed Saudi Arabia's bid to host Expo 2030 in Riyadh, highlighting the importance of organizing regional and international exhibitions to revitalize economic and cultural exchanges between the Gulf and ASEAN regions, including Southeast Asian countries, China, and Malaysia. They also emphasized the importance of conducting consultations to explore cooperation on implementing the “ASEAN Integration Initiative Action Plan” (2021-2025) and integration programs in the Gulf Cooperation Council (GCC) countries with China and Malaysia. This is what the ASEAN-GCC Joint Summit with China and Malaysia seeks to explore and achieve.  The ASEAN-GCC-China Joint Summit, led by Malaysia, is expected to discuss the Joint Action Plan until 2028 and enhance cooperation between the two organizations, particularly political, economic, security, and cultural aspects, as well as investment, tourism, agriculture, halal products, education, and training.  Coordination between these parties, through Malaysia's presidency of the current ASEAN-GCC summit with China, is focused on key economic partnership priorities, namely enhancing regional market integration and integrating them through cooperative partnerships among all, while strengthening the multilateral trading system. This summit also aims to strengthen existing relations between the Gulf states, ASEAN, and China, given the current circumstances, regional conditions, and rapid international changes. The summit will also enhance the dynamics of relations between ASEAN, the GCC, China, and Malaysia, by discussing the path forward and strengthening cooperation across a number of existing areas of cooperation, including combating international crimes and terrorism. It is also an opportunity to identify new areas of cooperation in security, politics, economics, and cultural pillars. The most important aspect, from my perspective, is that the currently emerging multipolar international order requires middle powers such as the Gulf states, ASEAN, China, and Malaysia to stick together and reach a joint dialogue to support multilateral relations, particularly political aspects, and to coordinate their common positions, especially after the recent Gaza war and the American pressures that have become openly exerted on everyone. In general, the relationship between the Gulf and ASEAN sides, along with China and Malaysia, is considered primarily economically important for all, but it has also evolved due to circumstances in the political dimension. ASEAN countries enjoy a reputation for great neutrality and flexibility regarding international positions, with a greater focus on the economic dimension, while Gulf leaders are placing greater importance on developmental aspects alongside the economy.

Diplomacy
Delegates in 2025 China-CELAC Forum

The beginning of a new phase in Latin America-China relation

by Daniel Morales Ruvalcaba

The Fourth Ministerial Meeting of the China-CELAC Forum does not mark the end of a stage, but the beginning of a new phase in the Sino-Latin American relationship. Since its inception in 2014, the China–CELAC Forum (FCC) has gone through three key stages that outline its evolution. The first ministerial meeting, held in Beijing in 2015, laid the normative foundation for the mechanism, establishing its intergovernmental and voluntary nature. The second, held in Santiago, Chile, in 2018, consolidated priority areas of cooperation and linked the Forum to the Belt and Road Initiative. The third, held virtually in 2021, updated the agenda in a pandemic context, incorporating new topics such as health, digitalization, and sustainability. After a period of relative inertia, the Fourth Ministerial Meeting—held on May 13, 2025, in Beijing—represented a turning point both in ambition and strategic scope. It is essential to remember that the Ministerial Meeting constitutes the highest level of deliberation within the mechanism, bringing together the foreign ministers of China and Latin American countries. In this edition, Chinese Foreign Minister Wang Yi presided over the sessions, emphasizing that, as developing countries and members of the Global South, China and Latin America must coordinate efforts to defend their legitimate rights and interests. As a result of the meeting, two key documents were adopted: the Beijing Declaration and the Joint Action Plan 2025–2027, approved by all 33 participating countries—with the exception of Argentina, which chose not to endorse the documents. Although the FCC is primarily ministerial in design, it occasionally takes on a broader political dimension, with the participation of heads of state and government. Such was the case this time, as the intervention of President Xi Jinping—host and central figure of the meeting—gave the forum a strategic tone and outlined its future roadmap. In the face of global challenges such as unilateralism, trade wars, and the climate crisis, Xi proposed a cooperation architecture based on five strategic programs combining political, economic, social, cultural, and security objectives. First, the Solidarity Program reflects the political dimension. In this regard, Xi Jinping stated that “China is ready to continue supporting each other with LAC [Latin America and the Caribbean] on matters concerning our respective core interests and major concerns.” This stance contrasts with more restrictive approaches promoted by the United States, such as during the IX Summit of the Americas (2022), where Cuba, Venezuela, and Nicaragua were excluded. Moreover, the Beijing gathering fits into an active diplomatic sequence that includes the G20 summit in Rio (November 2024), APEC in Lima (November 2024), and the upcoming BRICS summit in July 2025, also in Rio. Far from being symbolic gestures, the frequency of these encounters reveals a convergent strategy of global engagement on China’s part, based on sustained regional alliances. Second, the Development Program encompasses the economic dimension. This pillar aims to promote cooperation in growth, investment, and productive transformation, expanding into strategic sectors such as artificial intelligence, the digital economy, and clean energy. Xi announced a credit line of 66 billion yuan to support regional development, which constitutes not only a financial contribution but also a clear sign of confidence in Latin America amid trade fragmentation and the reconfiguration of global value chains. Third, the Civilizations Program expresses the cultural dimension in the cooperation agreements. Beijing promotes intercivilizational dialogue grounded in equality, mutual learning, and inclusion. This translates into initiatives such as Latin American Art Seasons in China, joint heritage conservation projects, and comparative studies on ancient civilizations. In a region historically influenced by American cultural ideology, this strategy seeks to diversify symbolic references, strengthen Chinese soft power, and project a more respectful and relatable image in Latin America. Fourth, the Peace Program underscores the increasingly relevant security dimension. This pillar marks a qualitative evolution in China’s outreach to the region, as it addresses non-traditional security issues from a cooperative standpoint. Based on support for the Proclamation of Latin America and the Caribbean as a Zone of Peace (CELAC, 2014), China proposes to strengthen collaboration in areas such as cybersecurity, counterterrorism, corruption, drug trafficking, and organized crime. This approach reinforces the principles of non-interference and peaceful resolution, aligning with the concrete needs of Latin American states. Fifth, the People-to-People Program expresses the social dimension. This component consolidates the social connection between China and Latin America through scholarships, technical training, Chinese-language teacher education, and community projects. The inclusion of tourism as a focal point—alongside the upcoming implementation of a visa waiver policy for five Latin American countries—highlights the intention to promote direct exchange between populations. The five programs outlined by Xi Jinping—solidarity (political), development (economic), civilizations (cultural), peace (security), and people (social)—constitute a comprehensive framework that positions China as a multidimensional partner for Latin America. This strategic vision is grounded in an already robust economic relationship: in 2024, bilateral trade surpassed $500 billion, reaching the goal set a decade ago. In this context, the third edition of the White Paper on Latin America and the Caribbean is expected to be published soon, a document that will complement the commitments made in the final declaration and the Action Plan adopted in Beijing. Thus, the Fourth Ministerial Meeting of the China–CELAC Forum does not mark the end of a phase, but the beginning of a new chapter in Sino–Latin American relations. The scope and quality of this phase will depend on the ability of Latin American actors to engage strategically and proactively with China’s proposal. The opportunity is there. *This article was originally published on the REDCAEM website.

Energy & Economics
Comparison of Drought and flood metaphor for climate change and extreme weather.

Global Climate Agreements: Successes and Failures

by Clara Fong , Lindsay Maizland

International efforts, such as the Paris Agreement, aim to reduce greenhouse gas emissions. But experts say countries aren’t doing enough to limit dangerous global warming. Summary Countries have debated how to combat climate change since the early 1990s. These negotiations have produced several important accords, including the Kyoto Protocol and the Paris Agreement. Governments generally agree on the science behind climate change but have diverged on who is most responsible, how to track emissions-reduction goals, and whether to compensate harder-hit countries. The findings of the first global stocktake, discussed at the 2023 UN Climate Summit in Dubai, United Arab Emirates (UAE), concluded that governments need to do more to prevent the global average temperature from rising by 1.5°C. Introduction Over the last several decades, governments have collectively pledged to slow global warming. But despite intensified diplomacy, the world is already facing the consequences of climate change, and they are expected to get worse. Through the Kyoto Protocol and Paris Agreement, countries agreed to reduce greenhouse gas emissions, but the amount of carbon dioxide in the atmosphere keeps rising, heating the Earth at an alarming rate. Scientists warn that if this warming continues unabated, it could bring environmental catastrophe to much of the world, including staggering sea-level rise, devastating wildfires, record-breaking droughts and floods, and widespread species loss. Since negotiating the Paris accord in 2015, many of the 195 countries that are party to the agreement have strengthened their climate commitments—to include pledges on curbing emissions and supporting countries in adapting to the effects of extreme weather—during the annual UN climate conferences known as the Conference of the Parties (COP). While experts note that clear progress has been made towards the clean energy transition, cutting current emissions has proven challenging for the world’s top emitters. The United States, for instance, could be poised to ramp up fossil fuel production linked to global warming under the Donald Trump administration, which has previously minimized the effects of climate change and has withdrawn twice from the Paris Agreement. What are the most important international agreements on climate change? Montreal Protocol, 1987. Though not intended to tackle climate change, the Montreal Protocol [PDF] was a historic environmental accord that became a model for future diplomacy on the issue. Every country in the world eventually ratified the treaty, which required them to stop producing substances that damage the ozone layer, such as chlorofluorocarbons (CFCs). The protocol has succeeded in eliminating nearly 99 percent of these ozone-depleting substances. In 2016, parties agreed via the Kigali Amendment to also reduce their production of hydrofluorocarbons (HFCs), powerful greenhouse gases that contribute to climate change. UN Framework Convention on Climate Change (UNFCCC), 1992. Ratified by 197 countries, including the United States, the landmark accord [PDF] was the first global treaty to explicitly address climate change. It established an annual forum, known as the Conference of the Parties, or COP, for international discussions aimed at stabilizing the concentration of greenhouse gases in the atmosphere. These meetings produced the Kyoto Protocol and the Paris Agreement. Kyoto Protocol, 2005. The Kyoto Protocol [PDF], adopted in 1997 and entered into force in 2005, was the first legally binding climate treaty. It required developed countries to reduce emissions by an average of 5 percent below 1990 levels, and established a system to monitor countries’ progress. But the treaty did not compel developing countries, including major carbon emitters China and India, to take action. The United States signed the agreement in 1998 but never ratified it and later withdrew its signature.  Paris Agreement, 2015. The most significant global climate agreement to date, the Paris Agreement requires all countries to set emissions-reduction pledges. Governments set targets, known as nationally determined contributions (NDCs), with the goals of preventing the global average temperature from rising 2°C (3.6°F) above preindustrial levels and pursuing efforts to keep it below 1.5°C (2.7°F). It also aims to reach global net-zero emissions, where the amount of greenhouse gases emitted equals the amount removed from the atmosphere, in the second half of the century. (This is also known as being climate neutral or carbon neutral.) The United States, the world’s second-largest emitter, is the only country to withdraw from the agreement, a move President Donald Trump made during his first administration in 2017. While former President Joe Biden reentered the agreement during his first day in office, Trump again withdrew the United States on the first day of his second administration in 2025. Three other countries have not formally approved the agreement: Iran, Libya, and Yemen. Is there a consensus on the science of climate change? Yes, there is a broad consensus among the scientific community, though some deny that climate change is a problem, including politicians in the United States. When negotiating teams meet for international climate talks, there is “less skepticism about the science and more disagreement about how to set priorities,” says David Victor, an international relations professor at the University of California, San Diego. The basic science is that:• the Earth’s average temperature is rising at an unprecedented rate; • human activities, namely the use of fossil fuels—coal, oil, and natural gas—are the primary drivers of this rapid warming and climate change; and,• continued warming is expected to have harmful effects worldwide. Data taken from ice cores shows that the Earth’s average temperature is rising more now than it has in eight hundred thousand years. Scientists say this is largely a result of human activities over the last 150 years, such as burning fossil fuels and deforestation. These activities have dramatically increased the amount of heat-trapping greenhouse gases, primarily carbon dioxide, in the atmosphere, causing the planet to warm. The Intergovernmental Panel on Climate Change (IPCC), a UN body established in 1988, regularly assesses the latest climate science and produces consensus-based reports for countries. Why are countries aiming to keep global temperature rise below 1.5°C? Scientists have warned for years of catastrophic environmental consequences if global temperature continues to rise at the current pace. The Earth’s average temperature has already increased approximately 1.1°C above preindustrial levels, according to a 2023 assessment by the IPCC. The report, drafted by more than two hundred scientists from over sixty countries, predicts that the world will reach or exceed 1.5°C of warming within the next two decades even if nations drastically cut emissions immediately. (Several estimates report that global warming already surpassed that threshold in 2024.) An earlier, more comprehensive IPCC report summarized the severe effects expected to occur when the global temperature warms by 1.5°C: Heat waves. Many regions will suffer more hot days, with about 14 percent of people worldwide being exposed to periods of severe heat at least once every five years. Droughts and floods. Regions will be more susceptible to droughts and floods, making farming more difficult, lowering crop yields, and causing food shortages.  Rising seas. Tens of millions of people live in coastal regions that will be submerged in the coming decades. Small island nations are particularly vulnerable. Ocean changes. Up to 90 percent of coral reefs will be wiped out, and oceans will become more acidic. The world’s fisheries will become far less productive. Arctic ice thaws. At least once a century, the Arctic will experience a summer with no sea ice, which has not happened in at least two thousand years. Forty percent of the Arctic’s permafrost will thaw by the end of the century.  Species loss. More insects, plants, and vertebrates will be at risk of extinction.  The consequences will be far worse if the 2°C threshold is reached, scientists say. “We’re headed toward disaster if we can’t get our warming in check and we need to do this very quickly,” says Alice C. Hill, CFR senior fellow for energy and the environment. Which countries are responsible for climate change? The answer depends on who you ask and how you measure emissions. Ever since the first climate talks in the 1990s, officials have debated which countries—developed or developing—are more to blame for climate change and should therefore curb their emissions. Developing countries argue that developed countries have emitted more greenhouse gases over time. They say these developed countries should now carry more of the burden because they were able to grow their economies without restraint. Indeed, the United States has emitted the most of all time, followed by the European Union (EU).   However, China and India are now among the world’s top annual emitters, along with the United States. Developed countries have argued that those countries must do more now to address climate change.   In the context of this debate, major climate agreements have evolved in how they pursue emissions reductions. The Kyoto Protocol required only developed countries to reduce emissions, while the Paris Agreement recognized that climate change is a shared problem and called on all countries to set emissions targets. What progress have countries made since the Paris Agreement? Every five years, countries are supposed to assess their progress toward implementing the agreement through a process known as the global stocktake. The first of these reports, released in September 2023, warned governments that “the world is not on track to meet the long-term goals of the Paris Agreement.” That said, countries have made some breakthroughs during the annual UN climate summits, such as the landmark commitment to establish the Loss and Damage Fund at COP27 in Sharm el-Sheikh, Egypt. The fund aims to address the inequality of climate change by providing financial assistance to poorer countries, which are often least responsible for global emissions yet most vulnerable to climate disasters. At COP28, countries decided that the fund will be initially housed at the World Bank, with several wealthy countries, such as the United States, Japan, the United Kingdom, and EU members, initially pledging around $430 million combined. At COP29, developed countries committed to triple their finance commitments to developing countries, totalling $300 billion annually by 2035. Recently, there have been global efforts to cut methane emissions, which account for more than half of human-made warming today because of their higher potency and heat trapping ability within the first few decades of release. The United States and EU introduced a Global Methane Pledge at COP26, which aims to slash 30 percent of methane emissions levels between 2020 and 2030. At COP28, oil companies announced they would cut their methane emissions from wells and drilling by more than 80 percent by the end of the decade. However, pledges to phase out fossil fuels were not renewed the following year at COP29. Are the commitments made under the Paris Agreement enough? Most experts say that countries’ pledges are not ambitious enough and will not be enacted quickly enough to limit global temperature rise to 1.5°C. The policies of Paris signatories as of late 2022 could result in a 2.7°C (4.9°F) rise by 2100, according to the Climate Action Tracker compiled by Germany-based nonprofits Climate Analytics and the NewClimate Institute. “The Paris Agreement is not enough. Even at the time of negotiation, it was recognized as not being enough,” says CFR’s Hill. “It was only a first step, and the expectation was that as time went on, countries would return with greater ambition to cut their emissions.” Since 2015, dozens of countries—including the top emitters—have submitted stronger pledges. For example, President Biden announced in 2021 that the United States will aim to cut emissions by 50 to 52 percent compared to 2005 levels by 2030, doubling former President Barack Obama’s commitment. The following year, the U.S. Congress approved legislation that could get the country close to reaching that goal. Meanwhile, the EU pledged to reduce emissions by at least 55 percent compared to 1990 levels by 2030, and China said it aims to reach peak emissions before 2030. But the world’s average temperature will still rise more than 2°C (3.6°F) by 2100 even if countries fully implement their pledges for 2030 and beyond. If the more than one hundred countries that have set or are considering net-zero targets follow through, warming could be limited to 1.8˚C (3.2°F), according to the Climate Action Tracker.   What are the alternatives to the Paris Agreement? Some experts foresee the most meaningful climate action happening in other forums. Yale University economist William Nordhaus says that purely voluntary international accords like the Paris Agreement promote free-riding and are destined to fail. The best way to cut global emissions, he says, would be to have governments negotiate a universal carbon price rather than focus on country emissions limits. Others propose new agreements [PDF] that apply to specific emissions or sectors to complement the Paris Agreement.  In recent years, climate diplomacy has occurred increasingly through minilateral groupings. The Group of Twenty (G20), representing countries that are responsible for 80 percent of the world’s greenhouse gas pollution, has pledged to stop financing new coal-fired power plants abroad and agreed to triple renewable energy capacity by the end of this decade. However, G20 governments have thus far failed to set a deadline to phase out fossil fuels. In 2022, countries in the International Civil Aviation Organization set a goal of achieving net-zero emissions for commercial aviation by 2050. Meanwhile, cities around the world have made their own pledges. In the United States, more than six hundred local governments [PDF] have detailed climate action plans that include emissions-reduction targets. Industry is also a large source of carbon pollution, and many firms have said they will try to reduce their emissions or become carbon neutral or carbon negative, meaning they would remove more carbon from the atmosphere than they release. The Science Based Targets initiative, a UK-based company considered the “gold standard” in validating corporate net-zero plans, says it has certified the plans of  over three thousand firms, and aims to more than triple this total by 2025. Still, analysts say that many challenges remain, including questions over the accounting methods and a lack of transparency in supply chains. Recommended Resources This timeline tracks UN climate talks since 1992. CFR Education’s latest resources explain everything to know about climate change.  The Climate Action Tracker assesses countries’ updated NDCs under the Paris Agreement. CFR Senior Fellow Varun Sivaram discusses how the 2025 U.S. wildfires demonstrate the need to rethink climate diplomacy and adopt a pragmatic response to falling short of global climate goals. In this series on climate change and instability by the Center for Preventive Action, CFR Senior Fellow Michelle Gavin looks at the consequences for the Horn of Africa and the National Defense University’s Paul J. Angelo for Central America. This backgrounder by Clara Fong unpacks the global push for climate financing.

Diplomacy
Bandung, Indonesia, July 27th 2024 : A close-up of a globe focused on Southeast Asia, highlighting Indonesia, the Philippines, and surrounding regions.

NATO-Europe-US Cooperation in the Indo-Pacific: Challenging Times Ahead

by Gabriele Abbondanza

Dr. Gabriele Abbondanza is Lecturer and Marie Curie Fellow at the University of Madrid (UCM), Associate Researcher at the University of Sydney (USYD), and Associate Fellow at the Istituto Affari Internazionali (IAI).As the Indo-Pacific gradually becomes the world’s geopolitical and geoeconomic epicentre, states and regional organisations are progressively pivoting to it. Due to a combination of drivers – chiefly US pressure, economic opportunities, strategic interests and politico-normative priorities – European and Indo-Pacific actors have increased cooperation with Washington and NATO in the region. However, the second Trump administration looks considerably less aligned with the conventional pillars of US foreign policy. In light of the unfolding fracture between the US and its European allies over Ukraine, what lies ahead for NATO-Europe-US cooperation in the Indo-Pacific? [1] The priorities of NATO’s Indo-Pacific partners The so-called Indo-Pacific Four (Australia, Japan, South Korea and New Zealand – IP4) are NATO’s regional partners as well as formal US allies, each of them with specific priorities and concerns. Australia is possibly the US’s most unwavering ally in the Indo-Pacific. Canberra has second-tier yet noticeable military capabilities, a large military expenditure and moderate expeditionary experience.[2] The country has cooperated with NATO in the Middle East and the Indian Ocean, and is a NATO “Enhanced Opportunities Partner”.[3] Consequently, greater Australia-NATO cooperation in the Indo-Pacific is foreseeable, although this would require US approval and would be subject to President Trump’s transactional approach. Japan is another steadfast Indo-Pacific player, being the country in which the modern iteration of the “Indo-Pacific” as a strategic concept originated. Tokyo is acutely threat-aware – its exclusive economic zones border both China’s and Russia’s – and is entirely aligned with Washington. Despite the country’s constitutional and budgetary limitations, its military capabilities are very significant, although their deployments are traditionally minimal. Japan has mostly supported NATO via financial means, yet the latest tailored partnership shows much scope for future cooperation. As with Australia, any major NATO-oriented development is subordinated to US approval. South Korea is a more recent component of the Indo-Pacific equation, chiefly due to its vast security-trade divide visà-vis the US (a treaty ally with around 30,000 troops stationed in the country) and China (whose bilateral trade is worth over 300 billion dollars). Even so, the country is now more explicitly aligned with the US, and although its contribution to NATO activities is less prominent than Australia’s, Seoul’s position as a major defence player could stimulate stronger cooperation with the Alliance in the region. Once again, a continuing US commitment would be a prerequisite in this case too. Lastly, New Zealand, arguably the “odd man out” among the IP4 due to its low threat perception, its focus on non-traditional security, the nuclear-free policy in its waters, a consequently “milder” relationship with the US, and its lower material capabilities. Still, Wellington has recently performed passing exercises (PASSEXs),[4] it has previously supported NATO in the Balkans, Afghanistan and the Indian Ocean, and currently focuses on technology and military capacitybuilding. Hence, more cooperation in these specific areas could be envisioned, given their “low-security” perimeter. In short, the IP4 displays varying degrees of Indo-Pacific cooperation with NATO. While there is a general convergence on greater involvement, stronger cooperation traditionally requires US consent, which is a less straightforward condition compared to the past. Europe at a crossroads Europe’s interaction with the IndoPacific is gaining momentum, despite being relatively recent. The spillover effects of Indo-Pacific security issues have prompted a widespread recognition of the region’s significance, including the “big four” (France, the UK, Germany and Italy) with their broad alignment to the US, large material capabilities (and blue-water navies) and expeditionary experience.[5] This development holds much promise for Europe-NATO convergence in the region, also considering their substantial cooperation in the Indian Ocean and the Mediterranean. France spearheaded the European approach to the Indo-Pacific, on account of its status of “resident power” (with overseas territories, population and military bases in the region), through an effective combination of hard and soft power. The UK, the only other resident power, has systematically engaged with the region in more recent times, following a more traditional (USled) balancing strategy. Germany and the Netherlands, two major trading nations, tend to interact with the IndoPacific in a more “neutral” way, with Germany trying to limit its excessive reliance on China. Italy represents a particular case, as its economic, normative and security engagement (including major deployments and naval diplomacy) in the region is both rooted and substantial (the country’s “Enlarged Mediterranean” sphere of interest overlaps with the western Indo-Pacific), although it does not have a formal regional strategy (yet).[6] The EU, too, has openly recognised the necessity of an Indo-Pacific pivot and is pursuing it with its own policy tools.[7] Lastly, other European countries – virtually all NATO members – are gradually refocusing on this region. However, the widening fracture with Europe’s greatest ally – the US – marks a major shift in transatlantic relations. While this may not be a permanent turn in US foreign policy, Washington’s instability is prompting Europe to do more, to do better and to do it rapidly. On the one hand, the current US posture is already spurring a greater European role in its immediate neighbourhood, which undoubtedly remains the main priority area. On the other, given that Europe’s interests are now inextricably intertwined with the Indo-Pacific, a stronger European activism in this region is altogether possible, mainly due to economic, strategic and political interests, in addition to renewed US burden-sharing pressures. As more intense rivalry with China is unlikely due to well-known issues concerning political and material resources, greater cooperation with Europe’s many IndoPacific partners – including the NATO IP4[8] – may well represent a realistic step forward towards further developing European countries’ role in the region. To achieve this, Europe needs a more realistic (that is, higher) threat awareness, greater defence spending, more integrated defence systems[9] and, arguably, a European security-oriented minilateral which gathers a “coalition of the willing” aiming to protect Europe and its partners. This can take the form of a “European pillar” within NATO and/or a European defence union, among other options. Although these are remarkably ambitious goals, challenging times warrant more decisive actions. Shockwaves from Washington, and how to navigate them In the Euro-Atlantic area, Washington is the informal though undisputed leader within NATO; in the Indo-Pacific, it is at the helm of a ‘hub and spokes system’ of alliances and partnerships. This latticework of security architectures has guaranteed stability for US allies – and US primacy – for around 80 years.[10] Today, this unprecedented collective security endeavour faces not only external challenges – chiefly Russian and Chinese revisionism – but also internal ones due to Trump’s destabilising policies. The latter are creating divisions among NATO and Indo-Pacific allies, preoccupations among Indo-Pacific partners (Taiwan above all) and, conversely, greater confidence among systemic rivals. While Washington’s sudden unreliability in supporting Ukraine cannot be fully compared to the Taiwan case – chiefly due to the US grand strategy’s emphasis on the IndoPacific – the Trump administration’s recent foreign policy demands higher cooperation between NATO’s members and global partners. Stronger support for maritime security, interoperability, reciprocal access agreements and cooperation on non-traditional security issues are necessary. Nevertheless, this shouldn’t necessarily take place with NATO’s official aegis, given the Indo-Pacific’s traditional wariness of security-based initiatives, hard power politics and confrontational approaches more in general, which has led to many states adopting “hedging postures” over the years. Amidst the volatile 2020s, two final implications stand out. First, the IndoPacific’s sheer importance can no longer be ignored. While other regions acknowledged it long ago, Europe is making up for the time lost, although it still lacks a unified approach. Second, as the US adds to global uncertainties rather than addressing them, allies and partners must assume greater international roles while hoping that cooperation eventually resumes. This should prompt greater EuropeIndo-Pacific-NATO cooperation in light of growing economic, political, and security interdependence.  Some recent developments – the Draghi and Letta reports for the EU, the European Commission’s response to them, NATO’s resilience amid this uncertainty – are promising, though only time will tell if they will produce the foreign policy shifts that are required to adapt to a more challenging 21st century. NOTES & REFERENCES [1] This op-ed draws on the author’s contribution to a recent high-level roundtable organised by the NATO Defense College Foundation. See “A Roma esperti a confronto sul futuro ruolo della Nato nell’Indo-Pacifico”, in Agenzia Nova, 4 March 2025, https://www.agenzianova.com/news/?p=395219.  [2] Elcano Royal Institute, Elcano Global Presence Index 2023: Australia,https://www.globalpresence.realinstitutoelcano.org/en/countrySheetPage?countries=36&years=2023. [3] NATO, Relations with Partners in the IndoPacific Region, 24 October 2024, https://www.nato.int/cps/el/natohq/topics_183254.htm. [4] They entail the passage (without military exercises) through international or territorial waters as granted by the UN Convention on the Law of the Sea.[5] Gabriele Abbondanza and Thomas Wilkins, “Europe in the Indo-Pacific: Economic, Security, and Normative Engagement”, in International Political Science Review, Vol. 45, No. 5 (November 2024), p. 640-646, https:// doi.org/10.1177/01925121231202694; Elcano Royal Institute, Elcano Global Presence Index 2023, https://www.globalpresence. realinstitutoelcano.org/en. [6] Gabriele Abbondanza, “Italy’s Quiet Pivot to the Indo-Pacific: Towards an Italian Indo-Pacific Strategy”, in International Political Science Review, Vol. 45, No. 5 (November 2024), p. 669- 679, https://doi.org/10.1177/01925121231190093. [7] Gorana Grgić, “Ambition, Meet Reality: The European Union’s Actorness in the Indo-Pacific”, in International Political Science Review, Vol. 45, No. 5 (November 2024), p. 680-689, https://doi.org/10.1177/01925121231191275. [8] Giulio Pugliese, “How to Facilitate NATOIP4 Defense Industrial Cooperation: The Case of Italy and Japan”, in Liselotte Odgaard (ed.), Moving the NATO-IP4 Partnership from Dialogue to Cooperation Maritime Security and Next-Generation Technologies, Washington, Hudson Institute, March 2025, p. 32-35, https:// www.hudson.org/node/49515. [9]  Gaia Ravazzolo and Alessandro Marrone, “EU Defence Industrial Initiatives: A Quantum Leap Is Needed”, in IAI Commentaries, No. 24|79 (December 2024),https://www.iai.it/en/node/19309. [10] Thomas Wilkins, “A Hub-and-Spokes ‘Plus’ Model of US Alliances in the Indo-Pacific: Towards a New ‘Networked’ Design”, in Elena Atanassova-Cornelis Yoichiro Sato and Tom Sauer (eds), Alliances in Asia and Europe. The Evolving Indo-Pacific Strategic Context and Inter-Regional Alignments, London, Routledge, 2023, p. 8-31. 

Defense & Security
Brussels, Belgium – November 06 2023: new pack of economic EU sanctions against Russia, vector cartoon illustration on white

Who supports EU sanctions against Russia’s war in Ukraine? The role of the defence of European values and other socioeconomic factors

by Alessandro Indelicato , Juan Carlos Martína

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Introduction On 24 February 2022, Russia launched a full-scale invasion of Ukraine, following the military actions that began with the annexation of Crimea in 2014. The conflict is having devastating consequences, including widespread death and displacement, destruction of infrastructure, and a global energy crisis, also heightening geopolitical tensions (Kurapov et al., Citation2023). Pertiwi (Citation2024) contended that since the crisis in Eastern Ukraine and Russia’s annexation of Crimea in 2014, the European Union (EU) has adopted sanctions as the key policy response targeting Russia’s aggressive behaviour. These restrictive measures were applied by the EU in multiple rounds and packages and gradually became the cornerstone of the EU’s policy towards Russia. (p. 61) There is extant literature studying the direct consequences of the war, such as humanitarian crises, economic impacts and geopolitical instability. Numerous countries have experienced food shortages and rising prices due to disruptions in supply chains, worsened by the crisis in Ukraine and the closure of airspace (Hellegers, Citation2022). Concurrently, the war has caused an unprecedentedly volatile energy market, as many European countries were obliged to seek alternative energy sources to Russian imports, demanding more oil and natural gas from alternative suppliers (Liadze et al., Citation2022). The invasion has also fuelled inflation across the EU, not only affecting energy, which is essential in all the sectors of the economy but also other sectors like food, for example, as Ukraine is a major global grain producer (Ozili, Citation2024). The added value and main contribution of this paper is based on the use of grounded social scientific methods like the Fuzzy Hybrid TOPSIS and the Ordered Probit, to analyse the EU citizens’ support of the sanctions against Russia, providing more nuanced insights on what factors are the most important to be in favour and against the sanctions. Thus, in particular, our study contributes to filling one of the important gaps mentioned by Pertiwi (Citation2024) in the analysis of the literature on the EU’s approach to sanctions on Russia. Concretely, our study fills in part the fifth gap in the analysis of causal mechanisms that examine the sanctions, including relevant actors like the EU citizens. Thus, we first provide an in-depth analysis of European citizens’ views on EU sanctions to weaken Russia and support Ukraine. And then, we analyse the main factors that affect the EU citizens’ support of the sanctions taken by the EU against Russia and in favour of Ukraine. The study includes data from 26,461 respondents across the 27 EU Member States, collected through the 98th Eurobarometer survey (Winter 2022–2023), which examined the EU’s response to the war in Ukraine. The paper is organised as follows: Section 2 provides a brief overview of the literature review. Section 3 presents the dataset used, and the methodological approach. In Section 5, the results are presented, followed by Section 5, which offers a thorough discussion of the findings. Finally, Section 6 concludes the paper by summarising the main conclusions drawn from the study, identifying implications, limitations of the study, and potential directions for future research. Literature reviewAttitudes towards EU’s sanctions against Russia war in Ukraine Public sentiment for the EU is a complex phenomenon to study and needs to be approached from different angles, including identity, governance, security and the economy. How the public perceives the EU as a guardian of democratic values and good governance directly influences support for its policies, including sanctions on Russia. Boomgaarden et al. (Citation2011) argue that if the people believe that the EU is going to safeguard democratic principles, then they will identify sanctions as a proper means of safeguarding such principles. However, if there is a lack of trust in the EU to defend such values, there will be little support for such sanctions. The purpose of European identity is primarily to determine people’s views on the EU’s actions. Kende et al. (Citation2018) believe that European identity can have a profound impact on solidarity with common EU policies, such as sanctions. This would imply that the framing of a common European identity can become the most important factor in eliciting public consent for EU programmes, especially in the midst of geopolitical crises. Thus, public opinion on sanctions is also based on perceptions of the EU’s ability to act in the interests of citizens. According to McLean and Roblyer (Citation2016), if citizens perceive the EU as doing the best it can for its citizens, particularly in terms of economic stability and governance, they are more likely to support sanctions against Russia. However, if the EU is perceived as wasteful, or its policies are perceived as economically harmful, then the potential for support for sanctions will be low. This explains the need to ensure that EU action is consistent with shared perceptions of political effectiveness and economic benefit. The imposition of economic sanctions is one of the highest prioritised tools in the modern world, especially against threats to stability and security. The EU sanctions on Russia, especially after the annexation of Crimea and the invasion of Ukraine, have stimulated an immensely wide public discussion (Karlović et al., Citation2021). An important question is: What is the role of perceived security threats in shaping public opinion about these sanctions? It has been made known through investigation that subjective security risk strongly predicts public opinion regarding EU sanctions against Russia. Frye (Citation2019) argues that sanctions are not always supported but vary depending on how people view security threats. Public support is higher when sanctions are framed as protection against an external threat. When sanctions are perceived as a threat to national or economic security, they can generate opposition. The EU’s collective response to the Russia–Ukraine conflict also shows that public opinion on sanctions is shaped by both security interests and normative expectations of justice and self-determination (Bosse, Citation2024). This mutual influence can lead to mixed public responses, with some seeing sanctions as an ethical necessity, while others withdraw their support due to perceived economic and national security risks. The way EU sanctions are proposed and implemented also influences public opinion. According to Sjursen (Citation2015), citizens will be more supportive of sanctions if they see EU institutions as representative and transparent. Conversely, an image of bureaucratic distance or lack of public participation in decision-making can undermine trust and lead to opposition. Thus, in line with this background, we pose our first research question as follows: (1) How do European values and security threats influence the intensity of public support for EU sanctions against Russia?Socioeconomic factors in shaping attitudes towards EU sanctions Support for economic sanctions against Russia is widespread among the EU, varying according to socioeconomic status, demographic characteristics and political engagement. As Frye (Citation2017) has noted, economic prosperity is a key predictor of support for sanctions. Those who are financially ‘safe’ are more likely to support EU-imposed sanctions, as they are less directly affected by the economic burden. Previous studies have shown that those in more affluent income groups or with stable household finances are more likely to support foreign policy actions, such as sanctions, that represent broader European values, even if they are economically costly (Alexandrescu, Citation2024). This is consistent with the findings of Lepeu (Citation2025), which recognises that citizens who rate their own economic situation as ‘very good’ are far more likely to support sanctions than those facing financial hardship. On the other hand, citizens facing economic hardship are less likely to be sanction-supportive if they believe that sanctions will negatively impact inflation, increase unemployment or suppress national economic stability. Onderco (Citation2017) found that economic hardship is associated with higher scepticism towards foreign policy decisions that lack tangible personal benefits. This means that the economic price of sanctions is likely to disproportionately affect support among lower-income individuals. Generational differences also play a role in shaping public opinion on sanctions. Older individuals (over 55 years) are more supportive of EU sanctions, as they have a historical perspective on European security and are more politically engaged (Alexandrescu, Citation2024). On the other hand, younger people (15–34 years) have weaker support, possibly because they have different priorities, such as financial stability and employment, which could be considered more pressing than geopolitical concerns (Onderco, Citation2017). Alexandrescu (Citation2024) also suggests a new generational divide in attitudes towards coercive diplomacy, suggesting that efforts to build popular support for sanctions must consider young Europeans’ concerns and values about economic consequences and political transparency. Political interest is a second important predictor of support for EU sanctions. Politically knowledgeable and engaged citizens tend to be more supportive of EU foreign policy decisions, including sanctions (Alexandrescu, Citation2024). Thus, there is political ideology duality: left and centre-left voters support sanctions if they are anchored in a broader vision of upholding international law and human rights, while centre-right and populist voters are likely to be more sceptical if sanctions are perceived as infringing on national sovereignty (Onderco, Citation2017). As in the literature, the likelihood of being a strong supporter of EU sanctions depends on several socioeconomic and demographic factors, our second research question builds on the following: (2) Do socioeconomic characteristics influence the likelihood of being a strong supporter of EU sanctions against Russia?Dataset and methodology The dataset of the study is based on the Standard Eurobarometer 98.2 (EB98) survey Winter 2022–2023 which was conducted from 12 January to 6 February 2023 in 39 countries or territories. In the study, we only use the dataset from the 27 Member States of the EU, without considering the data from the other twelve additional countries included. The dataset was collected about a year after the start of the Russian invasion of Ukraine, covering the following five topic areas identified by the European Commission (Citation2024): (1) The EU’s response to the invasion of Ukraine; (2) the actions taken as a unified EU response to the invasion; (3) the consequences of the war in Ukraine; (4) the European security threat; and (5) the future EU actions in the wake of the war., and aims to analyse the solidarity of European citizens with the Ukrainian people. The sample size for each country was around 1000 respondents except for Malta with 503, making a total of 26,461 respondents. The endogenous variable of the study is obtained by applying the Fuzzy Hybrid TOPSIS approach to the items of the survey included to measure the degree of support of the respondents towards the measures taken by the EU in response to the Russian invasion of Ukraine. The following five items were included in the analysis: (1) financing the purchase and supply of military equipment to Ukraine; (2) imposing economic sanctions on the Russian government, companies and individuals; (3) providing financial support to Ukraine; (4) providing humanitarian support to the people affected by the war; and (5) welcoming into the EU people fleeing the war. The question introduction was the same for all the items: The EU has taken a series of actions as a response to Russia’s invasion of Ukraine. To what extent do you agree or disagree with each of these actions taken? The responses to the question for each item were given using a complete 5-point Likert scale, where: 1 = totally agree; 2 = tend to agree; 3 = do not know; 4 = tend to disagree; and 5 = totally disagree. The scale was reversed to enhance interpretability, ensuring that higher values are aligned with those citizens who expressed higher support for the measures taken by the EU. The analysis of the variables affecting the citizens’ support was based on the selection of 14 exogenous variables, including age, gender, political interest, perception of the situation in the country, employment personal perception, financial household perception, the labour market perception of the country, the provision of public services perception, the overall image of the EU, the perception of the threat posed by the Russian war in Ukraine to security in the EU and the country itself, the personal perception that standing against the Russian invasion of Ukraine, the EU is defending European values, and the political orientation. More information about the exogenous variables can be found in Table A1 in the appendix. The Ordered Probit model will provide interesting and nuanced results of whether some exogenous variables affect the support of the EU sanctions taken by the EU in response to the Russian invasion. For example, for each of the variables included in the analysis, it will be possible to analyse to what extent some of the categories support more or less the sanctions. Similarly, it will be possible to determine if some of the variables have a significant effect on the level of support. Methodology Opinion surveys are affected by the subjective judgments of respondents, leading to potential inaccuracy in interpreting response categories (Disegna et al., Citation2018). For instance, ‘totally agree’ for one respondent could be equivalent to simply ‘tend to agree’ for another. For this reason, Fuzzy Set Logic methods are becoming very popular in social sciences to manage the uncertainty associated with survey responses effectively (Cantillo et al., Citation2021; Indelicato & Martín, Citation2024). The study uses the Fuzzy Hybrid TOPSIS Approach to calculate the endogenous variable that measures the support (sup) of the respondents towards the sanctions taken by the EU against Russia. The method is grounded in the fuzzy set theory proposed by Zadeh (Citation1965), which was introduced for handling the inherent uncertainty and vagueness of information provided by answers to social surveys (Carlsson & Fullér, Citation2001; Disegna et al., Citation2018; Mamdani & Assilian, Citation1999). There are multiple fuzzy set representations that can be used to associate the categories of the answers given in the survey (Nguyen et al., Citation2005). In the study, we use the Triangular Fuzzy Numbers (TFNs), which are the most used fuzzy sets (Anand & Bharatraj, Citation2017; Wang, Citation2017). The final representation of the answers from the dataset is as follows: (1) totally disagree is represented by (0, 0, 30); (2) tend to disagree by (20, 30, 40); (3) do not know by (30, 50, 70); (4) tend to agree by (60, 70, 80); and (5) totally agree by (70, 100, 100). The hybrid nature of the method is based on the application of the Technique for Order of Preference by Similarity to Ideal Solution (TOPSIS), which calculates the synthetic indicator (Hwang & Yoon, Citation1981). We omit the mathematical formulation of the method for simplicity and ease of exposition. Interested readers can consult many existing papers, such as (Cantillo et al., Citation2023; Indelicato et al., Citation2023; Martín et al., Citation2020; Martín & Indelicato, Citation2023). We will use sup which provides relative support for the sanctions on Russia taken by the EU after invading Ukraine, as the dependent variable for the econometric model. The variable will be categorised into five quintiles according to the ranking of the indicator in order to use an ordered probit model. The marginal effects of the results will be used to analyse the main determinants that explain the highest support of EU citizens. In the study, we use the Daly normalisation for all the categories that act as exogenous variables in the model. Thus, it is possible to determine the marginal effects of each category with respect to the sample-weighted average. We omit the discussion of the technicalities of the model and exogenous variables normalisation. Interested readers can consult Daly et al. (Citation2016), Greene and Hensher (Citation2010), Hensher et al. (Citation2015) and Martin and Roman (Citation2021). Results Figure 1 shows the kernel density of the exogenous variable that measures the support of EU individuals for the sanctions against Russia taken by the EU for the whole sample (panel a) and for those who totally agree and totally disagree with the EU imposing the sanctions to defend European values (panel b). The results indicate that a small number of respondents do not support the sanctions imposed by the EU at all, with 170 citizens giving a score of 1 to all survey items included in the scale. Conversely, a significant portion of the population holds a more neutral position, as shown by responses falling in the range of 0.3–0.6. Additionally, a substantial number of citizens – specifically, 6430 – express their strong support for the sanctions by responding with a score of 5 to all items.  Figure 1. Support kernel density. Panel (b) of the figure clearly distinguishes between the two categories of respondents. It shows that those who strongly support the defence of European values are more in favour of the sanctions compared to those who strongly oppose them. Similar figure patterns are obtained for the categories of those who have a positive or negative image of the EU, and for those who think that the Russian invasion of Ukraine is seen as an important threat to the security of the EU. Nevertheless, this will be further discussed with the results of the ordered probit model. Table 1 shows the main drivers to support or not the sanctions taken by the EU against Russia. The table is obtained from the marginal effects obtained from the ordered probit model, which is in the fifth quintile of the support distribution, and refers to the citizen group of the strong supporters (Table A3, in the appendix). It can be seen that the main drivers to support the sanctions are totally agreeing that by standing against the Russian invasion, the EU is defending European values, having a very good or rather good image of the EU, totally agreeing that the EU security is under threat with the Russian invasion, and to have a very good financial situation in the household. All the coefficients are significant at 999 per thousand. The results of the ordered probit model, as well as the complete table of the marginal effects, can be consulted in the appendix. Table A2 shows that all the exogenous variables affect the support level except the area in which the respondent resides, so the support is transversal to whether the European lives in a rural, middle town or large town. It is also interesting to observe that all the threshold parameters of the ordered probit model result significant, i.e. the five different quintiles of the distribution can be allocated without the need to collapse some of the categories used in the estimation.  Table 1. Main drivers to be or not a strong supporter of the EU sanctions. Interestingly, the main drivers to be in the population segment of those who do not strongly support the EU sanctions are the opposite categories of supporting the sanctions: totally disagreeing or tending to disagree with the defence of European values, totally disagreeing or tending to disagree with the fact that the invasion of Ukraine is a security threat to the EU and having a very bad image of the EU. The coefficients of Table 1 have been extracted from Table A3, and need to be interpreted as follows: the coefficients are the marginal effects of the category to be or not a strong supporter of the EU sanctions. For example, the coefficient of 0.105 for individuals who totally agree that the EU is defending European values by standing against the Russian invasion of Ukraine indicates that this group has a 10.5 per cent higher likelihood of being strong supporters of EU sanctions compared to the average citizen in the overall sample. In a similar manner, the coefficient of −0.225 for the category of total disagreement indicates a 22.5 per cent lower probability of being a strong supporter. Other interesting results that can be seen in the complete marginal effects table (Table A3, in the appendix) are that the type of urbanisation where the respondent lives, namely rural village, small and mid-size town or large town, is the only variable of the twelve under analysis which does not have any significant effect on being a strong supporter of the sanctions. For the rest of the variables, there is always a category with more odds of being or not in the category of strong supporters. It is interesting to note that the younger generations (between 15 and 24 and between 25 and 34) are less likely to be in the category of strong supporters than those over 55, who are significantly more likely to be in this category. Similarly, those who have a strong political interest, have a good personal job situation, think that the economic situation of their country is rather good, are leftist or left-centre, think that the employment situation of the country is rather good, are males, or have a rather good financial situation have a higher probability of being in the category of strong supporters. Conclusions In a recent speech by Jens Stoltenberg, former Secretary General of NATO, the following assessment was made: In just a few weeks, NATO leaders will meet in Madrid. We will make important decisions. To continue to strengthen and adapt our Alliance to a new security reality and protect our people and our values. I look forward to the day when we can welcome both Finland and Sweden into our Alliance. This will make Finland and Sweden safer. NATO stronger. And the whole Euro-Atlantic area more secure. (NATO, Citation2022) Although NATO’s strategic decision affects the entire geopolitical landscape, public perceptions of EU sanctions need to be addressed through a more nuanced, evidence-based approach. Public opinion on sanctions is driven not only by security concerns but also by economic and political factors that underpin individual belief systems. To measure the determinants of support for such policies, this study applies both the fuzzy hybrid approach and the ordered probit model. The first method calculates the endogenous variable that measures the level of support of each respondent. The second method is used to find the main factors of a set of 14 exogenous variables or covariates that affect the support. Our results reveal that there are four important drivers to be a strong supporter of the sanctions taken by the EU against Russia after the invasion of Ukraine in early 2022: (1) totally agreeing that by standing against the Russian invasion of Ukraine, the EU is defending European values, (2) having a very good overall EU image, (3) totally agreeing that Russia’s invasion of Ukraine is a threat to the security of the EU, and (4) having a very good household financial situation. Other factors, such as age, gender, or political orientation, among others, are less determinant in explaining the strong support category. The dataset for the study was obtained from the 98th Eurobarometer, covering winter 2022–2023, providing a solid foundation for the objectives pursued in the study. Our results imply that, at least in the salient category of being a strong supporter of the EU sanctions, European Parliamentarians and the political parties involved should promote a triad: the defence of European values (Anghel & Jones, Citation2023), a more integrated security defence system that will permit the EU to be more independent from NATO and US (Del Sarto Citation2016; Howorth Citation2018), and a solid campaign of improving the EU image, highlighting the benefits of being in the union (Elmatzoglou, Citation2020). The European values of human rights and dignity, as well as the principles of living in liberal democracies, should not be undermined by misinformation campaigns from autocratic regimes. The invasion of Ukraine constitutes the biggest security threat in Europe since the end of the Cold War, fostering a wave of fear and real politics about the necessity of increasing the military budget. Europeans have seen more closely how the lives of human beings are worth almost nothing when their homes are bombed, and they have to leave with just the bare minimum, stopping their daily lives and becoming refugees in countries that may not welcome them with open arms. There is a need for effective communication campaigns that change the focus from generic issues such as ‘Europeanness’ fostering a common national identity or sense of belonging to a pragmatic branding strategy that achieves a power actor in the new turbulent geopolitical battlefield. Recent developments, in the light of newly elected President Donald Trump’s views on NATO and US foreign aid, have added uncertainty to the EU’s strategic calculus on sanctions. Trump’s concerns about NATO’s burden-sharing and his ambivalent stance on continued US military aid to Ukraine have set off alarm bells among EU policymakers and underscored the need for a European security policy that is less dependent on US leadership (Sorgi, Citation2025). Thus, it is the time for a more than-less European Union mentality that decreases Euroscepticism, a time to strengthen public support for the EU. This shift requires an emphasis on the tangible benefits that EU membership brings to member states, including economic stability, enhanced security, and the promotion of shared values like democracy and human rights. By fostering greater awareness and understanding of the EU’s role in addressing cross-border challenges, citizens can better appreciate the advantages of unity over division. Engaging with local communities, encouraging open dialogues, and actively involving citizens in EU decision-making processes can further bridge the gap between the EU and its citizens, reinforcing a sense of belonging and shared purpose. This study has some limitations that can be addressed in future studies. First, the dataset is a point-in-time measure of public opinion, surveyed in the winter of 2022–2023. Due to the dynamic nature of the geopolitical environment, longitudinal studies are needed to examine how public support for EU sanctions may change over time in response to political, economic and military events. Second, other external factors can also be examined to gain a better picture of how other factors could shape people’s opinions. These range from cultural equivalence with Ukraine to geographical proximity to the war zone, exposure to social media narratives, and interaction with Ukrainian refugees. The role of media frames and disinformation campaigns in determining views on EU sanctions is another area that would require more work. Third, latent variables such as societal resilience, institutional trust, geopolitical affinity, and adherence to European values could provide a better understanding of the reasons for support or opposition to EU sanctions. Such variables could also explain the differences in public opinion between EU member states and between different demographic groups. Furthermore, as previous studies on public support (Onderco et al., Citation2023) have also shown, a comparative analysis with previous surveys, for example, in 2008 (Russia-Georgia war), 2014 (annexation of Crimea and Donbas war) with the full invasion of Ukraine in 2022–2023, could also be very useful. Although not directly compared in the current study, future research would benefit from a historical analysis component to explore the continuities and shifts in public opinion during these major geopolitical events and how they change in different EU countries. This would provide a better insight into how threat perceptions, economic concerns and EU identity evolve in response to Russian aggression and EU foreign policy initiatives. Supplemental Material Supplemental data for this article can be accessed online at https://doi.org/10.1080/23745118.2025.2476484. Additional informationFunding Dr Alessandro Indelicato research is funded by the research fellowship “Catalina Ruiz,” provided by the Consejo de Economía, Conocimiento y Empleo of the Gobierno de Canarias, the Agencia Canaria De Investigación Innovación Y Sociedad De La Información (ACIISI), and Fondo Social Europeo of the EU, through the Universidad de Las Palmas de Gran Canaria (Spain). Martín, J. C., & Indelicato, A. (2025). 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Energy & Economics
New York City, New York, USA - January 18 2025: Sign with the words,

Donald Trump, the revolt of the lower middle class and the next phase of European integration

by Klaus Welle

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Abstract The defining political shift of our era is the revolt of the lower middle class. Much more exposed than the better-off to the succession of crises in recent years—from the financial crisis to uncontrolled migration, from Covid-19 to Russia’s aggression against Ukraine—the lower middle class is turning to the populist right and its promise of protection by closure. Unlike the US first-past-the-post system, the EU’s institutional framework emphasises compromise and cross-party cooperation and thus offers a critical buffer against this wave of disruption. But this is not enough to protect our post-1945 political order, which is based on parliamentary democracy, the rule of law and European integration, from both internal and external threats. The EU needs a bold agenda that focuses on competitiveness, growth, migration and defence, all of which are crucial to strengthening our continent. Introduction1 Once is an accident, twice the new normal. With his electoral success, Donald Trump is the new reality in the US, not just an aberration. Trump obviously understands his time better than anybody else, which ensured him his comeback as president of the US, elected by the people against seemingly overwhelming legal and political resistance. He is the new rule of the game, like it or not. The revolt of the lower middle classWhat is the new reality? The party political system in the US and Europe has been fundamentally transformed by the revolt of the lower middle class. Voter analyses in several European countries give a clear picture: in France, Marine Le Pen and the National Rally (Rassemblement National) represent the ‘défavorisés’ like no other party and have replaced in that function the traditional left. Le Pen is successful in the former Communist heartland and mining territory of northern France, where she also assured her own seat in parliament (Ipsos 2024). Similarly, Alternative for Germany (Alternative für Deutschland, AfD) is electorally over-represented among workers and the unemployed and those with below average incomes and education (Moreau 2024a). And the Freedom Party of Austria (Freiheitliche Partei Österreichs, FPÖ) rallies the workers too (Moreau 2024b). This should not come as a big surprise. Right-wing populist parties have been recognised in political science as unconventional workers’ parties for more than a decade (Rydgren 2013). And the transformation of the political space in Europe has been ongoing for more than a decade as well. European Parliament elections are an excellent monitor of the overall situation in Europe and the member states. The outcome of the 2024 European Parliament elections shows us a political space that is basically divided into three parts. One-third of the members now sit on the left, organised in the Green, Socialist and Left groups; a good third are in the centre, encompassing the Liberals and the Christian Democrat European People’s Party (EPP); and close to a third now belong to the populist and radical right (European Parliament 2024). In the US, Trump’s success was assured in 2016 through gains in the ‘rustbelt states’, formerly the Democrat Party’s heartland. In 2020 Joe Biden was able to narrowly turn the tide. With his credibility among workers—acquired over decades through close cooperation with the trade unions—he was able to achieve what presidential candidates from liberal New York and California, Hillary Clinton and Kamala Harris, could not. The Republican Party today is the Make America Great Again Party. It is the party of Donald Trump. The Republican Party of Ronald Reagan and George Bush does not exist anymore. The party that used to represent the highly skilled today represents and owes its electoral success to the lower-skilled working class. ‘National security Republicans’ have lost their political home. Why is the lower middle class revolting? The lower middle class can be identified as those whose economic situation is tense. In other words, they have no financial buffer and anything unexpected happening can push them over the edge. In the US, this group, known as those living ‘from paycheque to paycheque’, is considered to comprise 25% to 30% of the population. A single paycheque not arriving might force people belonging to this group to sell their car; several paycheques not arriving might oblige them to sell their house (Bank of America Institute 2024). Ever since the financial crisis that started in 2008, we have gone in Europe from crisis to crisis. The drawn-out financial crisis was followed by uncontrolled migration as a consequence of Russia’s bombardment of big cities in Syria, and this was followed by Covid-19 and then Russia’s aggression against Ukraine, which caused major spikes in energy and food prices and another massive wave of migration. What we call a ‘crisis’ might equally be considered a lack in performance of the system overall and an indication of increasing loss of control. Russia is being aggressive militarily and in other ways because it believes it can do so and get away with it. External borders prove time and time again to be porous. After the Second World War, the German economy grew by an average of about 5% per year; but in the last five years, this has dropped to 0% and even into the negative. What can be weathered by the better-off is an existential challenge for the lower middle class. If you are not already on the housing ladder by luck of birth, it is increasingly difficult to get onto. The social elevator is stuttering. And while migration is perceived by the upper middle class as the promise of affordable personal services today and care in old age later, for the lower middle class it means competition for affordable housing and state services, and the risk of decreasing educational standards for children in their lower-income living areas. German sociologist Andreas Reckwitz (2020) describes the experience of the lower middle class as one of a double devaluation: economic and cultural. It is economic because formerly well-paid industrial workers are falling increasingly behind the new university-educated service class. And it is cultural because their system of traditional values is regarded as outdated and destined to be superseded. From a horizontal to a vertical understanding of the party political system The traditional horizontal classification of parties on a left to right axis is very misleading now. To understand what is happening, we need to replace the traditional horizontal classification with a vertical one based on social status, income and education. On the basis of the 2021 German federal election and data provided by the Bundestag (data no longer available online) and others (Focus online 2021), we can construct such a vertical system for Germany: 1. Greens and liberals represent younger voters, with a very good income in the case of the liberals and an average income, but outstanding level of education, when it comes to the greens, the new party of the Bildungsbürgertum (the very well-educated). These voters can together be considered the upper middle class and the most dynamic part of society.2. The traditional people’s parties, the Christian Democrats and the Social Democrats, become more popular the older the cohort, with their popularity rocketing among those above 70 years old. The income levels of the voters of these parties are average, as is their education, and this voter base is shrinking. These parties represent the middle class.3. The Left (Die Linke) is over-represented among academics and the unemployed; its electorate has a below-average income. The extreme-right AfD is over-represented among workers, the unemployed and people of working age. The educational levels of these voters are low, and their household incomes are below average. The Left and the AfD both represent the lower middle class. The part of the lower middle class that is represented by the populist right is being promised protection by closure. Right-wing populism is therefore ‘social nationalism’. But it is not just about the programme. Bringing that new coalition of various social groups together is facilitated by charismatic leadership: Trump is a charismatic leader in the sense of Max Weber (1921); and he finds his European equivalents in the likes of Nigel Farage, Boris Johnson, Marine Le Pen and Viktor Orbán. Moreover, the dominance of social media over the traditional media has dramatically decreased the cost of political organisation and provided a chance for newcomers to establish themselves. Social media have also normalised hate, which was banned from the traditional media for very good reasons after the dramatic experiences of racism, National Socialism and Communism in the twentieth century. Political parties based on portraying political adversaries as enemies in the tradition of Carl Schmitt (2007) are profiting more than any other from these new tools. What differentiates Europe from the US? Party political competition in the US If we are observing a revolt of the lower middle class in both the US and Europe, why has the impact been so different up to now? In the US the first-past-the-post system forces everybody to integrate into one of the two major political parties, the Democrats and the Republicans. Both parties therefore represent very large coalitions, which essentially serve an electoral purpose only and cannot be considered programme parties. The fight for content takes place mainly within, among the different caucuses organised in Congress. What you would find in the European Parliament in the EPP, the European Conservatives and Reformists, the Patriots and the Sovereigntists is, in the US, all assembled in one political family, the Republicans. Equally, what you would find in the liberal Renew group, the Socialists and Democrats, the Greens and the Left in Europe has to cohabit within the Democrat Party in the US. The Republican Party can be understood as a broad political coalition which has effectively fallen under the control and leadership of what in Europe might rather be considered the line of Viktor Orbán and the Patriots. The other tendencies are still there but marginalised. They can no longer determine the overall direction but might still be sufficiently strong in Congress to block decision-making or align with the other side when they regard policies as being against their core convictions, such as creating unsustainable debt levels, or on matters related to national security and defence.Europe and its national electoral systemsEuropean states are not immune either. The British, the French and the Hungarian electoral systems provide an oversized seat result for the relatively strongest party, and this increases the opportunities of the extremes. Brexit can be considered one outcome of this. The current political stalemate in France, where the extreme right and the extreme left are holding the system hostage, is another. In systems of pure proportional representation, by contrast, you need more than 50% of the votes for one party or a coalition of several parties to take effective political control. In a first-past-the-post system, as in the US, 20%–30% of the electorate is more than sufficient to take over one of the major political parties and, with that, to potentially run the country. Pure proportional systems therefore provide better protection against a right-wing or left-wing populist takeover. The EU political system On the federal level of the EU on the other hand, the incentives are there for cooperation across the political centre. Decisions in the Council need an oversized qualified majority; the election of a European Commission president by the European Parliament requires an absolute majority of the members elected to the house. These majorities can regularly be found only through cooperation across the aisle and by transcending the traditional left–right schism. The desire to hold important political offices in the EU, therefore, requires a willingness to compromise and forces political parties that are more on the right or on the left to look towards the centre. The final vote on the von der Leyen Commission was carried by a large cross-cutting alliance of the Christian Democrat EPP, the liberal Renew and the Socialists, complemented by the constructive right, centred on Italian Prime Minister Giorgia Meloni, and the constructive left, led by the German Greens. The more radical elements of both the European Conservatives and Reformists and Green groups voted against. The institutional system has a strong impact on the political culture in the EU, which is a culture of cooperation. The political system favours the creation of unity—as the condition for stability on a historically, geographically and culturally divided continent—and therefore the centre. The absence of permanent coalitions and the lack of fixed roles of majority and minority in the division of power in the EU create the opportunity to integrate those on the very right and the very left who are not opposed to the system as such and whose primary aim is not to destroy it: the constructive right and the constructive left. Contrary to the US, where the destructive and anti-system elements can dominate the rest of their respective coalitions, inside the EU that destructive right and left find themselves isolated unless they stop being the system opposition. That is why Ursula von der Leyen was well advised to integrate Raffaele Fitto from Brothers of Italy (Fratelli d’Italia) as vice-president of the European Commission and, at the same time, to continue a constructive dialogue with the co-leader of the Green group Terry Reincke on the importance of climate change policies and actions to preserve the rule of law. Brothers of Italy had not only supported the new asylum pact, in contrast to Viktor Orbán, but had also supported Ukraine in a steadfast fashion, including in the vote to ensure Ukraine profits from the interest on Russian assets. Brothers of Italy is part of the constructive right, stabilising the political system of the EU. Is the EU therefore safe? The EU is a federal union of citizens and states and therefore dependent on support in each and every member state. It is only as strong as its weakest link. Even though, on average, support for EU institutions is close to historical highs and well above the support levels for national institutions, that is not enough (EU 2024). Before Brexit the EU’s weakest link in terms of overall support was the UK. Nowadays its weakest link is France, which is paralysed by the combination of a destructive right, on the one hand, and on the other, a destructive left which, in the form of France Unbowed (La France Insoumise), is holding the socialists and greens hostage. And both extremes are cooperating in the destabilisation of the state. That smells like Weimar. What needs to be done? An agenda for the next phase of European integration An agenda for strength In the worlds of Trump, Vladimir Putin and Xi Jinping, strength is the only thing that counts. Internationally and geopolitically, we are back in the world of nineteenth-century power politics. The rules of the game have changed, and the quicker we understand this the better. We are threatened at the same time from the inside and from the outside. From the inside, by the destructive nationalist populist right and left that are trying to hollow out the political order, established after 1945, based on parliamentary democracy, the rule of law and European integration. From the outside, by aggressive nationalist power politics. And more often than not, these two are connected. The seatbelts need to be fastened. Defending ourselves from threats both inside and outside has to start with the recognition that we are confronted with real issues, not just imagined ones. Hyper-inflation was real and is still stored in today’s price levels. The accumulated inflation during Joe Biden’s four-year term was above 20% (US Bureau of Labour Statistics n.d., author’s calculations), and it will not have been very different in Europe. Growth rates are very low, while debt is rising, and with it the difficulty of states to intervene in times of absolute need. Uncontrolled mass immigration happened. Our capacity to defend our continent is seriously compromised. International respect comes from strength, not from weakness. This is not a case for mass psychotherapy, but political action: the political agenda has to change. The European Parliament nowadays plays a key role in setting the agenda for the upcoming legislative term. Ursula von der Leyen had to negotiate with all the political forces of good will about the programme for the next five years to have any chance of being elected by an absolute majority of the members of the house. The need for the Commission president to negotiate the programme also changes the role of the European political foundations. The Wilfried Martens Centre for European Studies has contributed hundreds of precise policy proposals to the process of reflection in a document entitled The 7Ds for Sustainability. This text centres on defence, debt, digitalisation, demography, democracy, decarbonisation and de-risking globalisation in order to enrich the debate and help set a new agenda (Wilfried Martens Centre for European Studies n.d.). The outcomes of the European elections matter, as they should. With the Greens and the Liberals having together lost more than 50 seats and the so-called progressive majority between the Liberals, Greens, Socialists and the far left having disappeared, European Commission priorities for this legislature have markedly changed. Competitiveness and security, comprising both defence and migration, including border protection, have become the top two priorities. This is underpinned by the different composition of the European Commission and the European Council. With half of the members of both institutions coming from the EPP and the EPP occupying the centre space in the European Parliament as well, concerns about competitiveness, migration and defence, critical to strengthening our continent, which is being challenged from both within and without, now have a stronger voice. An agenda for growth: implementing the Draghi report Like every other policy paper, the Letta and Draghi reports can and are being discussed in detail. But no one can dispute the competence of Mario Draghi in matters monetary and economic. The Draghi report will therefore provide a most important reference point. His report comprises six basic truths that will inspire the legislative proposals of the European Commission in this term, even more so as it was requested by the European Commission president herself. Draghi brings everybody face to face with his or her responsibilities. From my personal reading, his report can be summarised as follows: • Investment is the precondition for future growth. Europe is lagging behind in high-tech investment and has largely lost the new digital economy race. This can be identified as the key reason for the difference in per capita growth between the US and the EU. Mid-tech–based industry, such as the car industry, which provides our current economic backbone, is coming under increasing competitive pressure from China.• Without investment, annual productivity growth falls behind. Europe could maintain and improve its living standard by considerably increasing female and older-age participation in the workplace. Worsening demographics make that quantitative input increase more difficult.• The EU has to return to the strategy of scaling through the development of its own internal market, especially in the less-integrated areas of the service sector.• The Banking Union and the Capital Markets Union are critical to assisting high-tech investors in their efforts to scale beyond national boundaries. Given that high-tech means not only high return but also high risk, venture capital is necessary to accompany that growth.• We have regulated for risk and not for opportunity, as is typical for ageing societies. The regulatory burden has to be reduced.• Common public debt has to come in as a residual answer, dependent in volume on the progress in the above-mentioned areas. Consensus on common European debt could be achieved in the area of defence, which could be considered a European public good. Common European financing would also contribute to more equal burden sharing. An agenda for migration Migration is at the core of right-wing populist parties’ growth. It brings together social and cultural challenges: social challenges in the form of competition for scarce public services and support, and cultural ones in the form of a challenge to traditional constructions of national and cultural identity. Here society is falling apart. What is a promise of improved personal services for the upper middle class and the liberal and green parties representing them is, for the lower middle class, a threat of lower salaries and increased competition for state services, including education. Experiences during the negotiations to form the current Swedish and Finnish governments showed that a tough policy on migration was the one area where populist parties were not ready to adapt or compromise. Preliminary voting analysis from the European Parliament demonstrates that while right-wing populist parties show some diverging views on economics, they clearly differentiate themselves from other political forces on the cultural axis of the political divide (Welle and Frantescu 2025). We have experienced a radicalisation of our political space following the events of mass migration, both in the Mediterranean and following Russia’s aggression in Syria and Ukraine. Russia even actively tries to destabilise its neighbours by transporting refugees to their common borders or via Belarus. Denmark is the only country in the EU that has managed to reduce established right-wing populist parties back to single digits. It has done so by establishing a consensus in society on a tough migration policy that is being continued by its current Social Democrat–led government. At the same time, Denmark represents a country with one of the highest standards of societal development. ‘Going to Denmark’ is even a reference in international development policy. Danish migration policy will therefore need to be studied in more detail so as to understand how far it can provide guidance for the EU as a whole or not. Speedier implementation of the migration pact voted on in the European Parliament in April 2024 therefore has to be a prime priority. But it cannot be the last step. Integration capacity has to become critical to migration policy. An agenda for defence Those who cannot defend themselves are inviting their stronger neighbours to aggress them. A look at maps of Russia over the last 500 years shows us that Russia has expanded continuously at the expense of its weaker neighbours—from basically the city territory of Moscow to becoming the largest state on earth. The military submission of its neighbours is the Russian business model. The peaceful and voluntary integration of the European space, based on the rule of law, is the business model of the EU. These concepts are now geographically colliding. And the grey zone in between, at the very least, is now in danger of Russian aggression and occupation, as demonstrated in Ukraine, where Russia is trying to reintroduce the logic of nineteenth-century empire to the European continent. The US will focus its own efforts increasingly on Asia and the attempt to contain China. Europe will therefore have to provide the lion’s share of its own conventional defence. This can only be effectively organised by making use of the possibilities provided by the EU. The Martens Centre has provided a plan in 10 steps—the European Defence Pyramid—on how to achieve a viable European defence under changed geopolitical circumstances. Starting with more basic ideas at the beginning, it has now been outlined in considerable detail with the help of external experts in The 7Ds for Sustainability – Defence Extended (Ciolan and Welle 2024). Progress is already visible. The Martens Centre suggested the creation of the office of a European defence commissioner and a standing defence committee in the European Parliament. Both are now reality. The proposed increase in financial support for military mobility has now been achieved through the decision of the European Commission to allow the use of regional funds for this purpose. And the new defence commissioner has suggested the creation of an ‘EU DARPA’2 for military research, as developed in the concept papers. Living in dangerous times Europe is being simultaneously challenged internally and externally: internally by right-wing populist parties, which have now conquered nearly 30% of the political space; externally by Russia, which is trying to reintroduce the nineteenth-century rules of empire through military aggression with at least the benevolent acceptance of China. These challenges are not unrelated. Some of the populist parties on the right and left openly make the case for China and Russia. Viktor Orbán’s Hungary has even been rewarded by China with massive investments and the status of an ‘all-weather partner’. Ever since the collapse of the Soviet Union in 1991, we have been living in a world of cooperation. System competition between East and West was replaced by globalisation. System seemingly did not matter anymore. Production went wherever it was the cheapest. Communist China became the capitalists’ best friend in exchange for the transfer of superior technology. In analogy to Lenin, China sold the capitalists the rope with which to hang themselves. The price paradigm replaced the security paradigm. With China now so strong that it can and does challenge the US economically and politically for number-one status globally, and strongly on the rise militarily, this phase has ended. China is preparing for the military strangulation, if not occupation of Taiwan, as demonstrated by its ever more menacing sea exercises around the island every year. Russia waged a war against Ukraine only days after establishing a ‘no limits partnership’ with China, testing the global order established after 1945 when conquering and annexing the territory of a weaker neighbour was outlawed. The West is being challenged both in Asia and in Europe. To defend our European way of life we need to be strong economically and militarily. We need to close the rifts in our societies and constructively end the revolt of the lower middle class. System competition is back, and the security paradigm has replaced the price paradigm. Cite:  Welle, K. (2025). Donald Trump, the revolt of the lower middle class and the next phase of European integration. European View, 0(0). https://doi.org/10.1177/17816858251345566 Footnotes 1. This article is a revised version of an article that originally appeared on the website of the research centre Groupe d’études géopolitiques on 19 March 2025 with the title ‘Trump and the next phase of European integration’. See https://geopolitique.eu/en/2025/03/19/after-trump-the-next-phase-of-european-integration/. Used by permission.2. The Defense Advanced Research Projects Agency is a US Department of Defense agency focused on developing breakthrough technologies for national security. References Bank of America Institute. (2024). Paycheck to paycheck: What, who, where, why? 22 October. https://institute.bankofamerica.Com/content/dam/economic-insights/paycheck-to-paycheck-lower-income-households.pdf. Accessed 24 April 2025.Ciolan I. M., Welle K., eds. (2024). The 7Ds for sustainability – Defence extended. https://www.martenscentre.eu/publication/the-7ds-defence-extended/. Accessed 24 April 2025.EU. (2024). Standard Eurobarometer 102 – Autumn 2024. https://europa.eu/eurobarometer/surveys/detail/3215. Accessed 24 April 2025.European Parliament. (2024). European Parliament 2024–2029. Constitutive session. https://results.elections.europa.eu/en/european-results/2024-2029/. Accessed 24 April 2025.Focus online. (2021). Wer wählte wie? Die Analyse. Frauen und Rentner lassen Union abstürzen, die Jungen bestimmen die Kanzlermacher. 27 September. https://www.focus.De/politik/deutschland/bundestagswahl/analyse-der-bevoelkerungsgruppen-wer-waehlte-wie-akademiker-und-reiche-waehlen-gruen-renter-spd_id_24280744.html. Accessed 24 April 2025.Ipsos. (2024). Sociologie des électorats – Législatives 2024. 30 June. https://www.ipsos.com/sites/default/files/ct/news/documents/2024-06/ipsos-talan-sociologie-electorats-legislatives-30-juin-rapport-complet.pdf. Accessed 24 April 2025.Moreau P. (2024a). AfD: The German far-right at a dead end. Fondapol, 6 November. https://www.fondapol.org/en/study/afd-the-german-far-right-at-a-dead-end/. Accessed 24 April 2025.Moreau P. (2024b). The FPÖ and the challenge of Europe: Ideological radicalism and electoral constraints in Austria. Fondapol, 29 October. https://www.fondapol.org/en/study/the-fpo-and-the-challenge-of-europe-ideological-radicalism-and-electoral-constraints-in-austria/. Accessed 24 April 2025.Reckwitz A. (2020). Society of singularities. Cambridge: Polity.Rydgren J., ed. (2013). Class politics and the radical right. London: Routledge.Schmitt C. (2007). The concept of the political. Chicago: University of Chicago Press.CrossrefUS Bureau of Labour Statistics. (n.d.). CPI inflation calculator. https://www.bls.gov/data/inflation_calculator.htm. Accessed 24 April 2025.Weber M. (2010). Politik als Beruf [Politics as a vocation], 11th edn. Berlin: Duncker & Humblot.Welle K., Frantescu D. (2025). (Forthcoming study on voting behaviour in the European Parliament in the 2019–24 legislature).Wilfried Martens Centre for European Studies (n.d.). Publications: The 7Ds. https://www.martenscentre.eu/publication/#the-7ds. Accessed 24 April 2025.

Energy & Economics
Container ship in import export and business logistic, By crane, Trade Port, Shipping cargo to harbor, Aerial view from drone, International transportation, Business logistics concept

The ‘Phony War’: Tariffs as prelude to a US recession

by Dame DeAnne Julius

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The tariff war launched by US President Donald Trump has entered a phony war stage. But the next six months will reveal the true impact of a threatened trade war. The 8-month period in 1939–40 after Hitler’s invasion of Poland but before major Nazi attacks on the Allies was called the ‘phony war’. It was a time of high uncertainty but relative calm, with a hope in some quarters that the worst risks had been avoided. Today, the pace of the tariff war launched by US President Donald Trump on ‘Liberation Day’ seems to be following the same trajectory. The reaction of ‘shock and awe’ at the pace of action during Trump’s first hundred days culminated with the 2 April announcement of ‘reciprocal tariffs’ imposed on friends and foes alike. The president used executive orders as his legal tool, and Truth Social as his personal communications channel, to dominate the news and evade normal checks and balances. His new tariff regime threw financial markets into a panic and threatened complex global supply chains. A tit-for-tat escalation of tariffs on China added fuel to the fire. Then, within days, the phony war period began with the pausing of most threatened tariffs and the partial reductions negotiated with China. This buoyed the financial markets, reassuring some that the disruptions of President Trump’s first hundred days were part of a strategy that would settle into a pattern of more deals and less economic damage. The partial trade deal with the UK was reassuring, while the latest skirmish between the US and the EU keeps suspense high. But postponing the application of threatened tariffs is more of a ceasefire in Trump’s trade war, not a resolution. Much less a surrender. Positive signs, but backward looking Recent data provide some superficial reasons to be positive about the health of the US economy. US corporate earnings in the first quarter came in mostly on track. Share prices of big tech companies have regained much of the value they had lost in the wake of Liberation Day. US inflation fell slightly in April to an annual rate of 2.3 per cent, showing little sign of impact from tariffs. Even the unwelcome surprise of the 0.3 per cent fall in first quarter GDP (on an annual basis) was partly explained by a surge in imports as US companies built up their inventories to prepare for the tariff threat. All of this data, of course, is backward looking. There are early indications, and strong reasons to believe, that the real damage is yet to come and that the US is entering a period of stagflation that will lead to a recession by the end of this year. Inflation prospects First, consider inflation. While in May the Consumer Price Index (CPI) fell slightly compared to a year ago, it ticked up slightly in April compared to a month ago. That was a reversal in  the first monthly reading after the Liberation Day announcements. The widely watched survey of US consumer sentiment produced by the University of Michigan hit a near record low in May, sliding to 50.8 – just shy of the all-time low seen in June 2022. The survey pinpointed tariffs as leading to that decline in confidence, based on worries about a renewed surge of inflation.  The same survey of expected inflation 12 months ahead rose to an astonishing 7.3 per cent, up from 6.5 per cent expected in April. Were that to become reality it would be the US’s highest level since 1981. Businesses too are concerned. The chief executive of Walmart has warned that ‘even at reduced levels, the higher tariffs will result in higher prices.’ The Yale Budget Lab estimates that the overall US effective tariff rate is now 17.8 per cent compared to 2.5 per cent when President Trump took office in January. There can be little doubt that such a jump in tariffs will spur a rise in inflation in the coming months. A further risk will develop if the large tax cut  package under consideration by Congress results in a substantial rise in the government deficit, which is already running close to 7 per cent of GDP this year. Moody’s credit rating agency downgraded its AAA rating on US government debt in May.  The labour market is tight, with unemployment hovering around 4 per cent.  Fiscal stimulus applied to an economy that is near full employment is a classic recipe for higher inflation. While these risks remain, it is unlikely that the US Federal Reserve will be quick to cut interest rates. Indeed, in its May meeting, it voted to leave interest rates on hold, despite calls from President Trump to lower them. Fed Chair Jerome Powell said ‘We can move quickly when that’s appropriate, but we think right now the appropriate thing to do is wait and see how things evolve.’ This is the prudent policy when there are two-sided risks in a stagflationary environment. Growth prospects Now consider the prospects for growth, where expectations and international repercussions are especially important. The drop in consumer confidence has been cited above.  Many large companies declined to provide sales or earnings forecasts with their Q1 results due to the uncertain environment. The chief executive of Maersk, the global shipping giant, warned that world trade volumes could contract by up to 4 per cent this year – compared to their previous projection of 4 per cent growth. Exports account for 29 per cent of global GDP. A contraction in global trade would represent a global supply shock to growth, not only for the US but especially for trade-intensive countries and regions such as the EU. The end of the ‘phony war’ As July approaches and the tariff ceasefires are due to end, this ‘phony war’ period will evolve into a spreading recognition of the real economic consequences of a trade war. Between now and then, the US may sign a few more deals. But current negotiations with the EU have stalled, provoking new threats by the US and then an agreed deadline of 9 July for more negotiations. Even if a short-term EU–US deal can be agreed, it will still leave US tariffs on EU goods substantially higher than before. Anxiety will build, stockpiles of imported goods will be running down, and businesses will see profits fall. Meanwhile, the US debt ceiling of $36 trillion is fast approaching and a Congressional agreement will be needed sometime between mid–July and early October if the US is to avoid default, according to the Bipartisan Policy Center. The usual brinkmanship will roil financial markets. These next six months will reveal the true impact of the threatened trade war. Uncertainty will give way to damage limitation in the form of higher prices to reflect higher costs, lower consumer demand and postponed investment.  The likelihood of two or three more quarters of below zero growth in the US is high. The irony is that as long as the US consumes more than it produces, higher US tariffs will do little to shrink the US trade deficit. But a tariff-induced recession in the US probably will.  

Defense & Security
President Donald Trump announces the Golden Dome missile defense system P20250520JB-0081

Trump’s Golden Dome plan threatens to fuel a new arms race

by Julia Cournoyer

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The plan for an advanced missile defence shield over the US offers no guarantee of success and risks undermining global security. Last week, US President Donald Trump unveiled his $175 billion plan to build the ‘Golden Dome’: a coast-to-coast missile defence shield designed to protect the US against hypersonic, ballistic, and space-based weapons. But far from enhancing US national security, the initiative risks exacerbating global instability and accelerating strategic competition. The concept for the Golden Dome is ambitious. The proposal envisions a multi-layered defence architecture involving hundreds or even thousands of satellites in orbit, equipped with advanced sensors and interceptors, including space-based lasers. These would detect, track, and neutralize incoming missiles and other threats at various stages of flight. In both vision and rhetoric, the plans echo Ronald Reagan’s 1983 Strategic Defence Initiative, often referred to as ‘Star Wars.’ Like the Golden Dome, the SDI proposed a layered defence system that would rely on cutting-edge, and largely untested, technologies to intercept incoming missiles before they could reach US territory. But despite years of investment, the SDI never produced a workable system and was eventually cancelled, exposing the gap between ambition and capability that still exists today. The plan also draws inspiration from Israel’s Iron Dome system. But this comparison is misleading. Israel is much smaller than the US, and its Iron Dome protects the country from short-range, unguided rockets – threats that are limited in number, speed, and direction. Trump’s plan, by contrast, seeks to defend the entire US homeland from far more advanced and numerous threats, including long-range ballistic missiles, hypersonic glide vehicles and orbital delivery systems. The scale, complexity, and technical sophistication required are of a completely different order. Costs – and risks Despite Trump estimating that the system will cost $175 billion and could be built in just three years, the Congressional Budget Office has warned that the space-based components alone could cost as much as $542 billion to deploy and operate over the next 20 years. Fundamental questions remain unanswered: what the system will look like, who will build it, and whether it will function as intended. Investing the necessary resources to develop such an advanced system would require significant trade-offs that could come at the expense of other defence priorities.  The US does not currently have the full spectrum of technology it needs to intercept hypersonic or ballistic missiles in space, which would require interceptors or lasers capable of operating over vast distances with near-instant precision. Pursuing the Golden Dome risks prioritising an expensive and unproven system over more immediate and achievable capabilities, such as improving regional missile defences and cyber resilience to countering emerging threats like drones. The plan also has potentially dangerous strategic consequences. A system that aspires to make the US invulnerable to missile attack would almost certainly be seen by its adversaries as an attempt to undermine the logic of nuclear deterrence. If Washington is perceived to be developing a shield that could one day neutralize a retaliatory nuclear strike, it risks triggering a dangerous global arms race. Beijing and Moscow have already criticized the Golden Dome project as ‘deeply destabilizing’ and could respond with a range of countermeasures, including expanding their offensive arsenals or developing new delivery systems. This arms race could also incentivize the deployment of space-based weapons at a time when space remains dangerously under-regulated. The Golden Dome could therefore undermine global security, making the world a more dangerous place – including for the US. Leverage for diplomacy? Given these risks, the US should instead use the Golden Dome plan as leverage to launch renewed arms control diplomacy. Washington should use the proposal to reinitiate dialogue with other major powers, including Russia and China, on mutual restraint, transparency, and the governance of emerging missile and space-based technologies.  This is especially urgent given the deterioration of existing arms control frameworks. The last major arms control agreement between the US and Russia, the New START Treaty, was suspended by President Vladimir Putin in 2023. It is set to expire in 2026 with no successor in place. Despite China’s growing arsenal, arms control talks between the US and China were also suspended in July 2024 over US arms sales to Taiwan. Meanwhile, rapid advances in missile technology, space systems, and artificial intelligence are outpacing the rules and norms designed to manage them. As geopolitical tensions rise, so does the risk of miscalculation and escalation. The need to revive strategic dialogue is therefore more pressing than ever. While China and Russia may be sceptical of US intentions, the Golden Dome’s space-based elements could create a rare opportunity for renewed arms control dialogue on space security. This might not necessarily focus on warhead reductions, but on more immediate and achievable areas of shared concern.  Space security Space security is one of the most promising and necessary avenues for engagement. As nuclear-armed powers become increasingly reliant on space-based systems for both military and civilian purposes (from early warning systems and communications to navigation and surveillance), the risks of miscalculation or unintended escalation in orbit are growing. A pragmatic and urgently needed step would be to launch dialogue on the norms that should govern behaviour in space, including avoiding close approaches to satellites, limiting the deployment of certain space-based systems, or improving transparency. Even modest measures, such as agreeing to share notifications of satellite launches or discussing dual-use capabilities, could help to build trust and reduce the likelihood of conflict in orbit. By focusing on space, where interests overlap and mutual vulnerabilities are clear, the US could help to re-establish the foundations for wider future strategic dialogue.  Avoiding past mistakes In the 1980s, Reagan’s SDI consumed vast resources, heightened international tensions, and failed to deliver a functioning defence system. It also contributed to an arms race that left the world more divided, not more secure. The Golden Dome risks repeating those same mistakes, but with more players, faster technologies, and fewer guardrails in place. At a time when arms control frameworks are crumbling and global tensions are rising, the announcement of the Golden Dome should be seen as a strategic opportunity to initiate renewed discussions on space security. Framing the proposal as a starting point for dialogue, rather than a signal of unilateral ambition, could help to stabilize a dangerously volatile moment. Otherwise, the project risks pushing the world one step further towards a more contested, militarized, and insecure future.