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Energy & Economics
The concept of a fragile, vulnerable, unstable world order.

World Order Transformation: Economy, Ideology, Technology

by Aleksandr Dynkin

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском The concept of a multipolar (or polycentric) world order [1] was first coined by Academician Yevgeny Primakov in 1996 [Primakov 1996]. Like everything new, it was not immediately accepted, but ultimately became a significant contribution to both domestic and world theory of international relations, offering a compelling alternative to Western approaches, particularly the one proposed in Samuel Huntington’s The Clash of Civilizations [Huntington 1993]. It informed the idea of trilateral cooperation between Russia, China and India, implemented by Primakov and later embodied in the BRICS group. By now, the idea of multipolarity has been recognized in global political science, has entered the conceptual framework and the language of international diplomacy and is used in Russia’s doctrinal documents. In 2015, we proposed the scenario of a new bipolarity [2] as one of the possible trajectories for global development. Today, many scholars, both Chinese and American, [3] suggest that China-centric and U.S.-centric poles are emerging. This article discusses the “multipolarity — new bipolarity” dichotomy. Long Global Macro-Transformations World history shows that a new world order typically emerges after the end of a major war (see Table 1). Table 1. International system (world order)    Source: systematized by A.A. Dynkin, IMEMO RAS Europe was usually the “kitchen” where the world order was cooked. Take the last 200 years. After the end of the Napoleonic Wars, the Concert of Europe emerged and lasted for 100 years. The century-long stability of that system could be explained by the homogeneity of the political organization of its guarantor states. All members of the Concert of Europe were monarchies. World War I produced the Versailles system, which lasted only 20 years. One of the reasons for its short life was the exclusion of the Soviet Union, Germany and China. The Yalta-Potsdam system was formed by the victors in World War II. Its guarantors were the “Big Three” powers—the Soviet Union, the U.S. and the UK—along with France and China. The three defeated powers—Germany, Japan and Italy—were discriminated and disenfranchised. This system existed for 45 years and was initially thought to be polycentric, but quickly degenerated into a bipolar order, and the Cold War commenced. With the collapse of the Soviet Union and dissolution of the Warsaw Pact, the system became unipolar, dominated by the West, primarily the U.S. It disregarded Russia’s interests and, from 2018 onward, began discriminating against China as well. February 2022 can be considered the formal date of the unipolar world’s demise. However, today’s predictions suggest it will take at least 10 years before the new post-unipolar system becomes stable. The economic center of gravity is a spatial indicator of the economic strength of states, borrowed from physics. To put it simply, this is a geographical point of equilibrium for GDP, trade and investment flows of different countries. Figure 1 shows a map of how the world’s economic center of gravity shifted for over a thousand years. It appeared in Central Asia, on the territory of the Ghaznavid Empire (modern-day Afghanistan). The center then migrated northwest, while the devastation in post-war Europe forcefully pushed it (within just 10 years) to the West, toward Greenland. Then it turned east again. The sharpest shift, to the southeast, occurred in 2000–2010 and is associated with the rise of China. The economic center of gravity has almost returned to the same meridian but remained more than 2,000 km north of the starting point, which indicates a return to the millennial balance of economic power between the West and the East. Figure 1. “Journey” of the three-dimensional economic center of gravity    Source: Dobbs R., Remes J., Manyika J. et al. Urban world: Cities and the rise of the consuming class. McKinsey Global Institute, 2012. https://www.mckinsey.com/featured-insights/urbanization/urban-world-cities-and-the-rise-of-the-consuming-class. Statistic calculations by IMEMO RAS for 60 years of peace (1960–2021) indicate the stability of the center’s latitudinal (horizontal) position. This suggests a relatively consistent proportion of GDP production by the countries in the Global South and Global North, under the economic leadership of the Northern Hemisphere. The shift to the East has also been clearly confirmed. According to our projections up to 2050, the future position of the globe’s center of economic activity will lie on the border of India and China. This method of analysis reveals a high level of inertia in time and geographic monotonicity of changes in the balance of economic power of states. It also shows that wars can drastically disrupt the natural course of events. The center of gravity method can also be applied to the arsenals of strategic and tactical weapons (see Figure 2). For example, during the Cuban Missile Crisis, the U.S. had a huge advantage, but then there was a clear pivot to the northeast—the creation of superior nuclear capabilities in the Soviet Union. With the onset of arms control in 1993, a reversing loop emerged, heading southwest. This was followed by a curve to the east with an implied southward inclination, which reflects the growing nuclear stockpiles of India, Pakistan, North Korea, and the rapid buildup of strategic and tactical nuclear forces in China. The military center of gravity follows its economic peer with a lag of 20 years, reflecting the geopolitical ambitions of Asian powers. These interpretations also clearly demonstrate the end of unipolarity and point to the rise of multipolarity. Figure 2. Movement of the nuclear center of gravity Source: calculations by K.V. Bogdanov, Center for International Security at IMEMO RAS, based on the data from the Bulletin of the Atomic Scientists. https://thebulletin.org/nuclear-notebook/. Technology. Politicians tend to be techno-optimists. Barack Obama predicted that 3D printing would transform the entire world. [4] George W. Bush promised that decoding the human genome would revolutionize medicine. [5] All false starts. Economists traditionally measure the rate of technological progress (TP) using the total factor productivity (TFP) index. To put it simply, this is the part of economic growth driven not by an increase in inputs—labor and capital—but rather by improvements in the efficiency of their use. Technological progress means not only the generation of new scientific and technological ideas but also their mass replication. Without economic validation of the impact of wide dissemination of innovations, scientific or technological achievements remain in history as brilliant breakthroughs with only local economic effects, giving rise to journalistic generalizations at best, such as the “Fourth Industrial Revolution” or “the sixth techno-economic paradigm.” Statistical metrics rely on data of technologically advanced nations, while catching-up countries have room for growth by approaching the TP frontier, i.e. adopting and improving existing ideas and technologies. Technological leaders spend more resources pushing the TP frontier, while those catching up can accelerate at lower costs, effectively staying in the “wind shadow” of the leaders. The TFP index growth rate has been steadily declining in developed countries for many years, but this has been especially conspicuous since the mid-2000s. Today, the growth is below 1.5% and even 1% per year (see Figure 3). Figure 3. Average annual growth of total factor productivity, % Source: calculations by IMEMO RAS based on the data from the International Productivity Monitor. No. 38, Spring 2020. http://www.csls.ca/ipm/ipm38.asp#:~:text=Martin%20Neil%20Baily%2C%20Barry%20P.%20Bosworth%20and %20Siddhi%20Doshi%0ALessons%20from%20Productivity%20Comparisons%20 of%20Germany%2C%20Japan%2C%20and%20the%20United%20States%C2%A0; Innovative China: New Drivers of Growth. World Bank Group, and the Development Research Center of the State Council, P.R. China. 2019. Washington, DC: World Bank. https://doi.org/10.1596/978-1-4648-1335-1. License: Creative Commons Attribution CC BY 3.0. https://documents1.worldbank.org/curated/en/833871568732137448/pdf/Innovative-China-New-Drivers-of-Growth.pdf. A similar pattern of dramatic TFP deceleration was observed in China. The consensus interpretation of these figures is that the main effects of the Third Industrial (i.e., computer) Revolution have largely been exhausted, and no new general-purpose breakthrough technologies (such as electricity, internal combustion engines, or computers and mobile communications) have emerged. However, it seems that the intellectualization of technologies and approaches to project management, as well as informatization, simply do not fit into the traditional factor-based view of progress that was established many years ago. The scale of knowledge is growing, new professions are springing up, the role of emotional intelligence and cognitive functions is increasing. All this dramatically changes the structure of capital assets (see Figure 4). From the beginning of the 21st century and until the 2008 crisis (2000–2007), equipment accounted for over 50% of the increase in capital’s contribution (investment) to output growth, whereas in 2019–2021, almost 63% of this increase was attributable to intellectual property assets. This result of our research suggests a refocusing of technological progress from final products to intellectual technologies, enabling the production of a range of innovative goods and services tailored to highly segmented demand. Figure 4. Transformation of the capital structure in the U.S. private sector Source: Total Factor Productivity for Major Industries—2022. U.S. Bureau of Labor Statistics. https://www.bls.gov/news.release/archives/prod3_03232023.htm. There are now hopes that the pace of technological progress may accelerate due to the development of artificial intelligence (AI) technologies, which will spark a new industrial revolution. An indirect sign of its imminence is the sharp rise in the rate of business births and deaths in the U.S. economy in 2020–2022. [6] The spillover of labor from companies that are losing efficiency to corporations with increasing market shares has also accelerated. These are some sort of leading indicators that suggest the structural results of TP are approaching. Similar developments occurred 30 years ago, on the cusp of the computer revolution. The above-mentioned intellectualization of fi ed capital, where trusted AI will be applied, adds credibility to these hopes. In addition, AI is one of the critical areas of technological sovereignty. It is no coincidence that Vladimir Putin described AI as “crosscutting, universal and essentially revolutionary technology.” [7] The Russian President announced the preparation of a new edition of the National AI Development Strategy and a respective decree. I believe that this prioritization is justified. China’s experience in the semiconductor race is a good model to be emulated (see Figure 5). Its distinguishing feature is the focus on companies as drivers of development, with massive, cumulatively growing state support. Figure 5. Focusing on China’s priorities (nanometer chip race) Source: Systematized by I.V. Danilin, IMEMO RAS The U.S. strategy of curbing technological development of Russia (in all areas) and China (in semiconductors, artificial intelligence and quantum computing and electric cars) leads to stiff competition in high technology, which is fraught with fragmentation, diversification of technical standards, legal norms and rules. And this is another argument in favor of a new bipolarity. Demographic processes. According to UN projections, by the middle of the 21st century, Russia will drop from its current 9th place to 14th in terms of population, while remaining the most populous country in Europe. [8] A more significant problem for Russia is population aging. The proportion of elderly people, who are typically not part of the labor force, is increasing. Japan, Spain and Italy are leading this process today, but neither China nor India will be spared. Nigeria appears to be the only major country where population and the share of young people will continue to grow until the end of the 21st century. As of December 2023, one in 10 people worldwide was aged 65 or over, with health spending taking up 10% of global GDP. [9] In this context, the importance of medical technologies cannot be overstated, as they can extend not only people’s life expectancy but also the duration of their healthy and socially active life, thereby easing labor market pressures. Needs always steer technological progress toward overcoming economic growth constraints tied to the scarcest resource in any given historical period. A serious risk associated with the problem of aging is a slowdown in innovation, since it is people under 40—the age group that will shrink throughout the 21st century—who are the primary drivers and consumers of innovation. So far, this risk has been mitigated by the large youth cohorts in China and India. This is why these two nations are experiencing almost exponential growth in patenting, massive reengineering and, consequently, in middle-class numbers. Demographics give India an edge until around 2060, which is already evident in the growth rates of Indian economy. Combined with the influx of hi-tech investments and the contribution of the Indian diaspora, India has good prospects, making its position crucial to the future architecture of the world order, regardless of how it evolves. The U.S. understands this and has been figuratively “clinging” to this nation for the past 20 years. I believe that the Russian Academy of Sciences should significantly bolster scientific and educational ties with India and its dynamically developing neighbors in Southeast Asia—Vietnam, Malaysia and Indonesia. The anticipated tension in the global market of new generations of innovators aggravates inter-country competition for this scarcest resource. I think that the international reputation of the Russian Academy of Sciences is a powerful tool to attract and retain young people and foster their creative motivation. We should reassert this as we celebrate the 300th anniversary of the Academy of Sciences. Ideology. Dirigisme [10], or statism, is the main trend in both economic theory and economic policy of the West. A pivot to a more state-controlled economy began with the disappointing outcomes of the Washington Consensus, which aimed to guide post-socialist countries from planned to market economies. The 2008–2009 financial crisis cemented the trend toward statism, and the COVID-19 pandemic elevated it to unprecedented proportions. In the U.S., Democrats are among the most vocal proponents of greater government intervention in all spheres of life, but they are not alone. Republicans are also actively advocating industrial policy, repudiation of free trade, as well as strict control over Big Tech, among other measures. The popularity of the so-called cultural Marxism is on the rise. [11] Its origins go back to the critical theory of the Frankfurt School (H. Marcuse, E. Fromm and others). These ideas are moving from the realm of ideological and theoretical confrontations into political activism. For example, the leaders of the BLM movement publicly self-identify as “trained Marxist organizers.” The essence of the strategy inspired by “cultural Marxism” is the rejection of direct political struggle on the barricades, since the proletariat has been “bought off by the bourgeoisie and is no longer capable of anything,” and the ranks of the classic proletariat are rapidly thinning. The direction of social change is set, on the one hand, by intellectuals with personal power and, on the other hand, by marginalized groups seeking to assert their “right to identity.” The strategy of activists who form this paradoxical combination of intellectuals and marginalized individuals is the creeping takeover of the main institutions of power and society by planting “correct” ideas in the mass consciousness. In the U.S., the fighters for political correctness have already hijaked the school system, university campuses, major media outlets and the entertainment industry (Hollywood). Civil servants are forced to take courses in critical race theory, which postulates not only the socially constructed nature of race and the recognition of systemic racism [Delgado, Stefancic 2017: 45] but also a sense of guilt in one part of society toward another. This, in turn, allegedly requires addressing moral and material injustices by organizing public life in line with such an ideology. Similar concepts are being pushed into public discourse as well. It is already dominated by the ideas of radical feminism, cancel culture, anti-systemic racism and postcolonialism, the fight against global warming and the green agenda, which claims to be universal and non-negotiable. As a result, the energy transition is motivated more by ideology than by the comparative market efficiency of energy supplies. Different environmental-political discourses—eco-nationalism, eco-imperialism and green growth—are competing in shaping the green agenda, eroding the attractiveness of the dominant sustainable development model. Another universal weapon in fighting any dissent is political correctness. Large corporations, government agencies and universities are developing and implementing strategies to promote DEI (Diversity, Equity, and Inclusion) principles, which are nothing but tools of ideological control over employees. Universities are required to fi reports on their compliance with such principles and efforts to promote them, which causes mounting criticism as they violate academic freedom and cultivate ideological conformity. [12] However, ideological censorship has already taken deep root in various spheres of public life, and questioning its compatibility with democracy is deemed politically incorrect. Revising cultural norms has become a cultural norm in and of itself, deepening divisions in modern polarized societies, primarily in the U.S., but also in Old Europe [Semenenko 2023: 27-35]. Another curious phenomenon is associated with the new agenda. In the 20th century, the left championed progress, advocating faster economic growth, rapid technological advancement and better social welfare. Now the ideas of zero or even negative growth and post-growth are popular among them. [Buchs, Koch 2017: 218]. Such ideological narratives exacerbate the question of how to treat the poor countries of the South, but also their own poor: the welfare state for all no longer fit into this agenda. On the contrary, it becomes a selective tool of backing the “right” minorities. This creates a breeding ground for stronger positions of populist forces. Such contradictory internal political processes distort public consciousness as well as domestic and foreign policy decision-making. The new elites are extremely ideologized. The U.S. political system is becoming less effective at regulating the economy. Two rating agencies, Standard & Poor’s and Fitch Ratings, have downgraded the U.S. credit rating to AA+ from the top mark of AAA. In November 2023, Moody’s lowered its outlook on the U.S. credit rating to “negative” from “stable.” All three agencies agree on the main reason for the downgrade: the growing dysfunctionality of the political system. In foreign policy, the U.S. has withdrawn from 16 major international treaties and agreements on arms control, global trade, climate and the Arctic since the beginning of the century [Dynkin 2020]. In other words, the unipolar world order with its unbridled appetite for expansion has brought the world into a zone of extra-high risks. And the paradigms that are dominant in the West have proven incompatible with either Russian or Chinese value-oriented political projects. Therefore, the ideological sphere will inevitably see increased confrontation, marking another step toward bipolarity. IMEMO RAS researchers have repeatedly warned about the West’s miscalculated strategic hopes: 1) that Russia would face an economic catastrophe because of an unprecedented sanctions war in modern history; 2) that the unipolar world order would remain unchallenged; 3) that a global blockade of Russia’s export-oriented economy would be feasible. And we were not the only ones who made these warnings. In response, we only heard propagandistic clichés like “a gas station masquerading as a country,” “a regional power” and “Russia is isolated with its economy in tatters”. This kind of “expertise” led the Washington establishment to believe that Russia is a “declining power” whose strategic interests could be safely neglected. This “strategic lunacy” is a consequence of a universalist mindset—a product of the West’s political experience and culture, which tends to elevate Anglo-Saxon and European historical tradition to absolutes—and of a failure to understand the shifts in the balance of power in the 21st century. Today, Russia is the world’s fourth-largest economy by purchasing power parity (PPP), while the top fi e global economic powers include three BRICS nations and none from the blooming “garden” of Josep Borrell, the EU foreign policy chief who has recently been fired. Now a new narrative has been launched into the propaganda orbit: “Russia is about to attack Eastern Europe.” The logical gap between the image of a declining power and that of an “aggressive bear” is conveniently ignored. This primitive, one-dimensional perception of complex non-linear processes can only lead to disappointment—just as it did when the West lulled itself into believing that Chinese reforms would eventually lead to political pluralism. As a result, the West has an inexhaustible stream of surprises. It appears that their experts are increasingly out of touch with Russian (and any other non-Western) realities. Figuratively speaking, they are staring into a distorting rearview mirror constructed by their own rhetoric and propaganda. But the main real surprise was the fantastic resilience of the Russian economy. I dare say that no other economy in the world, not even China’s, could withstand such aggressive pressure. The high resistance of the Russian economy to external shocks can be explained by three fundamental reasons. First, it is the result of difficult, sometimes agonizing institutional and structural reforms. These efforts have ultimately produced a self-sufficient, adaptive and highly diversified market economy. Second, the crisis of 2022 was the fifth (!) in the history of post-Soviet Russia. The government, federal regulators and the Bank of Russia have accumulated hard-earned professional experience in crisis management and counter-cyclical strategies. The same can be said about business. Our economic entities have demonstrated time and again that there are always more effective solutions than there are problems. Finally, the West miscalculated its ability to isolate our economy. The dual containment of Russia and China, in fact, only strengthens ties between the BRICS member states. Transformations of the 2020s. The first half of the 2020s has fi y buried what was once known as “European security.” It is impossible to glue this “broken cup” back together without Russia. The unwillingness of the Ukrainian side and the West to stop the armed conflict at its very beginning, the dangerous escalation, NATO’s constant violation of its own “red lines” and the accession of Sweden and Finland to the North Atlantic Alliance are all symptoms of the European security system transforming into a transatlantic one. Meanwhile, the Eurasian security system is taking shape. The outcomes of Russian President Vladimir Putin’s visit to China hint that the “political East” is starting to form, if not as an alternative to the long-standing “political West,” then at least as an equal partner. Without considering its interests, any debate about “rules-based” global security will be mere fantasy. Indian Prime Minister Narendra Modi’s first visit to Moscow after his recent reelection is in the same vein. Of course, geography cannot be changed, and Russia has been and will remain a European power. However, it is also the geographic center of Eurasia, providing the infrastructure backbone for the Eurasian partnership—from the Northern Sea Route and up to the Trans-Siberian Railway, Baikal–Amur Mainline, Trans-Asian Highway and cross-continental pipelines. The “post-Ukrainian” world seems to be moving toward a new, indivisible Eurasian security architecture, relying on existing institutions: the Union State, CSTO, EAEU, CIS, BRICS, SCO and ASEAN. Minsk has put forward an initiative to develop a Eurasian Charter for Diversity and Multipolarity—a strategic vision for a new system of international relations to replace the “rules-based” world order. An important event of 2024 in this context is the expansion of the BRICS club (see Figure 6). Its combined economic power could potentially reach $67 trillion, surpassing the total GDP of the G7 countries. Figure 6. Economic potential of BRICS countries Source: calculations by A.A. Dynkin, IMEMO RAS, based on the data from the IMF, Food and Agriculture Organization, World Steel Association, Energy Transition Institute, Statistical Review of World Energy 2023, International Energy Agency. And there are still 28 more countries on the “waiting list”. In several important markets such as metals, automotive industry, oil and mineral fertilizers, BRICS already matches or exceeds the potential of the G7 nations. Russia, which took over the BRICS rotating presidency in 2024, faces the task of energizing the harmonized economic and technological policies of the members. This approach is the institutional cornerstone of the future polycentric world. What will the coming world order look like? It is difficult to say which of the two trends—bipolarity or polycentrism—will prevail in the end. It is more likely that they will coexist: for example, rigid bipolarity in the Global North and polycentrism in the Global South. Signs of military, economic and technological bipolarity are already visible in the North. Interestingly, New Delhi tends to categorize China as a country of the North [Jaishankar 2020: 240]. This viewpoint has substance, as China is far ahead of other countries of the Global South in terms of GDP per capita ($12,541). For comparison, India’s GDP per capita is $2,612. [13] The decoupling of the U.S. and Chinese economies has not affected trade flows yet, but only technology and investment. In 2023, China saw a reversal of foreign direct investment inflows, with funds previously invested being withdrawn. Negative trends took hold, and the outflow approached negative $1.5 trillion (see Figure 7). Meanwhile, the Asia-Pacific macro-region is gaining greater internal dynamics, unlike Europe or North America. Figure 7. U.S.–China Economic Decoupling Source: UN Comtrade Database. https://comtradeplus.un.org/; State Administration of Foreign Exchange (SAFE) of the People’s Republic of China. https://www.safe.gov.cn/en/. Meanwhile, the trend toward political polycentricity persists. For example, New Delhi and Ankara were initially poles apart on the Palestinian–Israeli conflict. This is also the dawning of post-unipolarity, where the new centers of power are increasingly guided by their own interests in decision-making rather than by any “rules” or advice from Washington, Beijing or Moscow. It would be unrealistic to expect that the future world order will be free of conflict. The world will retain its diversity, with different potentials of countries and their competition. It is crucial that, despite their differences, the interests of larger and smaller nations are respected, and problems are solved through constructive dialogue. Russia was the first to challenge the notorious unipolar world order. Today we can state that most countries in the Global South have responded to this challenge and refused to subscribe to the Western interpretation of the conflict in Ukraine . The future world order is taking shape right before our eyes. I am sure that a multipolar world is preferable for Russia as a developed, self-sufficient and sovereign nation. But this world also requires a new system of global governance, development and strengthening of its institutions, such as BRICS, G20, SCO and EAEU. For instance, the EAEU member states (Russia, Belarus, Kazakhstan, Armenia, Kyrgyzstan) are faring much better than the five other post-Soviet countries. In 2022, GDP per capita in the countries of the Eurasian Economic Union was 3.5 times higher than the average for the fi e other CIS states that are not part of the EAEU (Azerbaijan, Moldova, Tajikistan, Turkmenistan, Uzbekistan) (see Figure 8). Our strategy in these organizations requires a solid approach and “stereoscopic” vision from socio-economic, scientific, technological and political perspectives. Here, the Russian Academy of Sciences should play a major role as a leader of scientific and expert community. Figure 8. Economic trends of EAEU and CIS countries Source: EEC. https://eec.eaeunion.org/?ysclid=lr7rtdg7np631919243; IMF. https://www.imf.org/; World Bank. https://www.worldbank.org/.  Conclusion In conclusion, there are compelling arguments both for multipolarity and for a new bipolarity. Leading U.S. experts are asking similar questions: “What order will replace the crumbling US-led system is far from certain. Will China push aside the United States as the global hegemon to lead a world according to rules written in Chinese characters? Will the world become bipolar, divided between two more or less rigidly defined blocs led by the United States and China? Will a genuinely multipolar world emerge based on several states or coalitions of more or less equal strength?” [Graham 2023: 272]. These questions are yet to be answered, and definitive conclusions in this case are premature. Given this high uncertainty, one should be prepared for any scenario. The essential prerequisite for such readiness is Russia’s strategic autonomy based on military-strategic parity with the U.S. The fundamental question to which the author has no answer today is: how likely is the emergence of a new world order without a major war? In 2024, presidential or parliamentary elections will take place (or have already taken place) in 50 countries, which account for more than 45% of the world’s GDP and population. Perhaps their results will clarify our vision of the near future. Dynkin A.A. (2024). World order transformation: economy, ideology, technology. Polis. Political Studies, 5, 8-23. https://doi.org/10.17976/jpps/2024.05.02 This article was prepared with the support of a grant from the Ministry of Science and Higher Education of the Russian Federation for major scientific projects in priority areas of scientific and technological development No. 075-15-2024-551 “Global and regional centers of power in the emerging world order”. The author expresses gratitude to his colleagues at IMEMO RAS R.I. Kapelyushnikov, V.D. Milovidov, I.S. Semenenko, I.V. Danilin, S.V. Zhukov, K.V. Bogdanov, A.P. Guchanova for consultations and assistance in preparing this article. References Büchs, M., & Koch, M. (2017). Critiques of growth. In M. Büchs, & M. Koch. Postgrowth and Wellbeing: Challenges to Sustainable Welfare (pp. 39-56). London: Palgrave Macmillan. https://doi.org/10.1007/978-3319-59903-8_4 Delgado, R.,& Stefancic, J. (2017). Critical race theory. Anintroduction. New York: New York University Press. Graham, T. (2023). Getting Russia right. 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The world order or international system is a stable set of institutions and norms of military-political and economic relations, which is institutionalized and legitimate in the international legal sense. The world order remains stable during the active life of at least one generation—a universal measure of social time. However, in the wake of geopolitical macro-crises, illegitimate systems emerge, forcibly imposed by the winner. This was the case with the unipolar world order. 2. Dynkin A., Burrows M. Here’s the Playbook for Getting U.S.–Russian Cooperation Back on Track. The National Interest. 07.12.2015. https://nationalinterest.org/feature/heres-the-playbook-getting-us-russian-cooperation-back-track-14527. 3. For example, see: [Yan Xuetong 2016; Kupchan 2021]. 4. Remarks by the President in the State of the Union Address. The White House. President Barack Obama. 12.02.2013. https://obamawhitehouse.archives.gov/the-press-office/2013/02/12/remarks-president-state-union-address. 5. President Bush Calls on Senate to Back Human Cloning Ban. Remarks by the President on Human Cloning Legislation. The East Room. The White House. President George W. Bush. 10.04.2002. https://georgewbush-whitehouse.archives.gov/news/releases/2002/04/20020410-4.html. 6. Private sector establishments birth and death, seasonally adjusted. U.S. Bureau of Labor Statistics. 25.10.2023. https://www.bls.gov/news.release/cewbd.t08.htm. 7. Artificial Intelligence Journey 2023 conference. President of Russia. Official website. 24.11.2023. http://www.en.kremlin.ru/events/president/transcripts/72811. 8. World Population Prospects 2024, Online Edition. United Nations, Department of Economic and Social Affairs, Population Division (2024). https://population.un.org/wpp/Download/Standard/MostUsed/. 9. Global Health Expenditure database. World Health Organization. https://apps.who.int/nha/database. 10. Dirigisme is a policy of active state intervention in the national economy, pursued by France and the UK in mid-1940s. 11. Mendenhall A. Cultural Marxism is Real. The James G. Martin Center for Academic Renewal. 04.01.2019. https://www.jamesgmartin.center/2019/01/cultural-marxism-is-real/. 12. AFA Calls for an End to Required Diversity Statements. Press Release. AFA. Princeton, NJ. 22.08.2022. https://academicfreedom.org/afa-calls-for-an-end-to-required-diversity-statements/. 13. World Economic Outlook Database (October 2023 Edition). International Monetary Fund. 10.10.2023. https://www.imf.org/en/Publications/WEO/weo-database/2023/October.

Defense & Security
American nuclear button concept. USA missile launches from its underground silo launch facility, 3D rendering

Revision of US Nuclear Operational Guidelines

by Kim Tae-Woo

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском Kim Tae-woo, former head of the Institute for Unification Studies Today, I would like to tell you that the US nuclear strategy is changing . As President Biden’s term draws to a close, the US is changing its nuclear weapons operational guidelines. President Biden , like President Obama, originally argued for a reduction in the role of nuclear weapons. That is why, when he took office as president in 2020, he advocated for sole purpose nuclear use and no first use (NFU). ‘Sole purpose nuclear use’ means that the US will only use nuclear weapons when it is directly attacked by nuclear weapons, and NFU is an abbreviation for ‘No First Use’, which means that it will not use nuclear weapons before its adversary. When a president changes, the US publishes a strategy document called the ‘Nuclear Posture Review (NPR)’, which declares its nuclear strategy and nuclear operational policies to the outside world. Allies were concerned that if President Biden included such content in the NPR, they would distrust the nuclear umbrella provided by the US. Perhaps conscious of these concerns, the 2022 NPR did not include such content, but President Biden’s nuclear philosophy was reflected throughout the strategy book. As a result, the United States decided to stop developing submarine-launched nuclear cruise missiles (SLCM-N) and retire the B83-1 (1.2 mt) missile, an aircraft-delivered nuclear weapon. The Biden administration has changed. In March, it ordered the US military to create nuclear operational guidelines to prepare for a situation in which China, Russia, and North Korea cooperate to launch a nuclear attack on the US, and approved the newly created guidelines. At the same time, it also ordered the development of necessary new weapons and the modernization of the nuclear operational system. In June, the director of the White House National Security Council (NSC)’s nonproliferation office also said, “If the nuclear threat from China, Russia, and North Korea increases, the US will also increase its deployed nuclear weapons,” and hinted at the possibility that “nuclear weapons can be used in conventional warfare.” This is a reversal of President Biden’s policy of giving up preemptive nuclear use. In this way, President Biden is adopting new nuclear operational guidelines and nuclear doctrine while changing his previous position with less than a year left in his term. The reason for this change in the US nuclear doctrine is that he is taking the nuclear arms buildup of China, Russia, and North Korea very seriously in the new Cold War situation, and the strategic focus on the North Korean nuclear issue is changing from ‘North Korea’s nuclear abandonment’ to ‘prevention of nuclear use.’ Although the sensitive parts of the newly created nuclear weapons operational guidelines have not been made public, it is known that they contain explicit concerns about China’s nuclear arms buildup. The guidelines are based on the US Department of Defense’s estimate that China’s nuclear weapons will increase to 1,000 by 2030 and 1,500 by 2035, and are intended to prepare for the possibility that China could threaten the US by cooperating with Russia and North Korea on nuclear weapons. The same goes for North Korea. In March, the US, through the NSC and experts, mentioned the need for “interim steps” that are a step back from the goal of “denuclearization,” and said, “We are willing to talk to North Korea unconditionally for negotiations.” The terms “denuclearization of North Korea” and “CVID,” or “complete, verifiable, and irreversible denuclearization of North Korea,” disappeared from the platforms of the US Democratic and Republican parties announced ahead of the November presidential election. North Korea may say that “the US has recognized our possession of nuclear weapons,” but that is a misinterpretation. It does not mean accepting, or tolerating, North Korea’s nuclear weapons, but rather recognizing, and is trying to lower the nuclear threat through dialogue, recognizing that North Korea has no intention of giving up its nuclear weapons immediately, but responding strongly if North Korea refuses. As such, the nuclear issue is now reaching a dead end. As the military closeness and nuclear cooperation between China, Russia, and North Korea intensifies, it is ultimately triggering a response from the US. Naturally, South Korea cannot just keep watching. In Korea, civic groups are currently conducting a campaign to collect 10 million signatures calling for nuclear armament, but it is unclear how much this movement will change national policy in the future. If this trend continues, there may be countermoves in Japan and Taiwan as well. It is difficult to understand why North Korea should really increase its nuclear weapons and strengthen its military power with drones and artillery, even though food shortages are starting again, the youth are opposing the one-party dictatorship, and the elite are increasingly defecting to seek freedom. “Copyright © 1998-2023, RFA. Used with the permission of Radio Free Asia, 2025 M St. NW, Suite 300, Washington, D.C. 20036. https://www.rfa.org.”

Diplomacy
The tenth Pacific Islands Leaders Meeting

Who speaks for the Pacific?

by Kerryn Baker , Theresa Meki

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском As the Pacific Islands Forum came to an end, the underlying questions remain: who has a voice and legitimacy to influence the region, and who doesn’t  The Pacific Islands – a grouping largely made up of small island developing states – is in the middle of an increasingly contested strategic space, making regional politics an important, and closely observed, site. At the end of August, Pacific Islands Forum heads of government met in Tonga for the organisation’s annual leaders’ meeting. Along with the Pacific heads of government, other dignitaries were also present, including United Nations Secretary General António Guterres. This is the apex event on the regional calendar, and it came with a crowded agenda, including issues like climate change, transnational crime and health security. But one of the pressing issues facing the Forum is an existential one, as membership debates and geopolitical tussles highlight: the question of who and what the Forum represents. In recent years, divisions within the region have become apparent, including the perceived marginalisation of North Pacific countries in what was initially called the South Pacific Forum. These tensions culminated in the decision by five Micronesian states to leave the Forum in 2021, although this was later reversed. Yet, the final Forum communiqué demonstrates that Pacific leaders are on the same page on many issues, covering agreed outcomes relating to health, education, fisheries and other key issues. Climate change was highlighted as ‘a matter of priority to the Pacific region’ and as an intersecting and broad-ranging issue affecting Pacific states. A new Pacific Policing Initiative – a proposal to create a multinational Pacific police force and invest in subregional policing hubs – was endorsed, although in a nod to some debate surrounding its implementation, leaders emphasised the need for further consultation. Emerging geopolitical frictions  A controversy over the final version of the communiqué, however, highlights enduring divisions in the Forum. In the communiqué initially published online on Friday afternoon, paragraph 66 read that ‘Leaders reaffirmed the 1992 Leaders decision on relations with Taiwan/Republic of China.’ This refers to Taiwan’s established status as a ‘development partner’ of the Forum. After public statements from China’s special envoy for the Pacific Qian Bo criticising this language, the communiqué was taken offline and revised, with the paragraph referencing Taiwan removed. Forum officials blamed the confusion on an administrative error. Three of the 18 full members of the Forum recognise Taiwan: Marshall Islands, Palau and Tuvalu. While the Pacific was once a key focus of Taiwan’s diplomatic strategy, its influence has waned in the region in recent years with moves from Solomon Islands, Kiribati and Nauru to shift recognition to Beijing, prompted by a diplomatic offensive by the People’s Republic of China. In an increasingly contested geopolitical context, Taiwan’s status in regards to the Forum is likely to remain a difficult topic for member countries. The concept of sovereignty has always been relatively flexible in the Forum: founding members include the Cook Islands and Niue, which are countries in free association with New Zealand and are not UN member states. In light of rising strategic competition, issues of membership of the Forum also raise existential questions for its future. In 2016, the French territories of New Caledonia and French Polynesia became full Forum members. But their political status does pose interesting questions for the Forum, especially considering the recent riots and ongoing tensions in New Caledonia. In the Forum communiqué, leaders reaffirmed a decision to send a mission to New Caledonia, a move that has been fraught; prior to the meeting, the French Ambassador to the Pacific had asserted that ‘New Caledonia is French territory and it is the [French] State which decides on who enters’. The communiqué also endorsed the applications for associate member status for Guam and American Samoa, two US territories with clear ambitions to accede to full membership status in the future as New Caledonia and French Polynesia have. The concept of sovereignty has always been relatively flexible in the Forum: founding members include the Cook Islands and Niue, which are countries in free association with New Zealand and are not United Nations member states and also do not issue their own passports. Yet, the 2016 decision represented a substantive shift in the principles of Forum membership, one likely to bolster the claims to full membership of other territories. On the one hand, it can be argued that the Forum is becoming more representative in encompassing more Pacific polities and acknowledging the remarkable diversity in political status that exists in the region. On the other, an expanding membership raises questions of the influence of metropolitan powers like France and the US in the Forum. This is an already fraught conversation given the perceived outsized influence of founding member states Australia and New Zealand. Pacific leaders have in the past been outspokenly critical about the role of larger countries in the Forum, given the power differentials and differences in policy on key issues like climate change. France and the US, along with Australia and New Zealand, all have colonial histories – and, for many, an enduring colonial presence – in the region. Given this context, their present and prospective roles in the Forum have been critiqued as preventing the institution from being a truly Pacific space. Pacific leaders like former Fijian Prime Minister Frank Bainimarama have in the past been outspokenly critical about the role of larger countries in the Forum, given the power differentials and differences in policy on key issues like climate change. Behind all of these decisions and controversies are fundamental questions: who has a voice in the Forum and who does not; who has the legitimacy to exert influence in the region and who does not. Resolving these issues in a way that strengthens the Forum’s own legitimacy as the primary regional institution is a pressing and existential matter. In the midst of this, what was not on the Forum agenda is also worth considering. Even in the presence of two elected women heads of government – President Hilda Heine of Marshall Islands and Prime Minister Fiamē Naomi Mata’afa of Samoa – and even following last year’s endorsement of a Revitalised Pacific Leaders Gender Equality Declaration, gender equality is absent from the 2024 communiqué.

Diplomacy
Russia, China and USA political confrontation concept.

USA, China, Russia: Multiplying Deterrence

by Ivan Timofeev

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Minimising the number of one’s enemies while multiplying one’s number of friends is a basic principle of diplomacy that has existed for centuries. The simplicity of the principle itself is more than compensated by the complexity of its practical implementation. In international relations, the price of friendship may be too high, limiting freedom of manoeuvre, while open hostility brings existing contradictions to the limit, radically resolving them in favour of one side or another. Advising a diplomat to expand alliances and limit confrontations is like advising a stock market player to buy shares when they are cheap and sell when they are expensive. It is obvious that minimising the number of rivals allows you to save resources, concentrate them on the tasks of internal development, and not be torn on several fronts. However, it is also obvious that competition may be preferable to concessions to the demands of the opposite side, especially when it comes to issues of principle. The situation is further complicated by the fact that countries can compete in some areas while remaining partners in others. Then adjusting the balance of cooperation and competition becomes even more difficult. The transition of international relations to extreme forms of rivalry is quite possible; history is full of such episodes. In such situations, the key task becomes not so much preserving the remnants of friendship as a preparation for the upcoming war, which the parties may consider inevitable, waging war by proxies, and entering into confrontation at a convenient moment. The bottom line is that the one who finds the optimal balance of allies and rivals will be able to conserve resources, and if confrontation is inevitable, will be able to withstand it, emerge victorious, and make use of the results of victory. The current state of international relations demonstrates a steady tendency towards the multiplication of deterrence tasks among the three key global centres of military power—the United States, China and Russia. Each of them has an increasing number of opponents. Moreover, the increase in their number, as well as the degree of confrontation, has its roots in the relatively favourable situation of the 1990s and early 2000s, when Washington, Beijing, and Moscow enjoyed much more favourable external conditions: the number of rivals was negligible, while the density of partnerships was unprecedented. At the turn of the 20th and 21st centuries, the United States had virtually no rivals among the major powers. Relations with Russia were defined by a network of arms control treaties. It was difficult to call them cloudless, but even a semblance of confrontation from the Cold War era was very difficult to imagine. The key security problem for the United States was radical Islamism in its terrorist guise; Russia actively helped the United States in its fight against international terrorism, and China simply did not interfere. North Korea and Iran formed an “axis of evil” whose nuclear ambitions Washington tried to restrain with sanctions. Moscow and Beijing, if they did not help the Americans, then at least tried to find the optimal formula for solving nuclear problems via the UN Security Council. Some twenty years later, the situation for the United States has changed quite radically. China is perceived as a powerful and long-term rival in all senses. We are talking about a military-political, economic, and even ideological rivalry. It is difficult to compare China with the USSR during the Cold War. But in all three of these dimensions, it represents an alternative to American politics. Although the United States would like to keep the rivalry with China under control, especially given the close ties between the two economies, the task of containing China will become a priority for decades to come. Russia has turned from a weakened and extremely cautious partner into a tough and uncompromising adversary, as its interests in the post-Soviet space are being infringed upon, and its economy and military-industrial complex are being restored. Enmity with it requires a manifold increase in investments in support of Ukraine, an increased presence in Europe, and the modernisation of nuclear potential, taking into account the advance appearance of new missile systems in Moscow. The arms control regime has been torn to shreds. Washington is trying to control the escalation but could find itself at war with Russia, with the unlikely but growing risk of a nuclear exchange. The DPRK has both nuclear weapons and missiles capable of launching them. It would now be more difficult to crush North Korea.  US enmity towards Russia and its rivalry with China has provided an opportunity for Pyongyang to emerge from isolation. The same goes for Iran. The aggravation of US relations with Russia and China plays into Tehran’s hands in overcoming isolation and the blockade. The “axis of evil” that the United States so actively fought against has only strengthened, and in interaction with Russia and partly China, it will continue to strengthen. Russia and China themselves are also getting closer. A military alliance is a long way off. Moscow and Beijing are not striving for it. But their interaction is now closer, and the United States will no longer be able to use Russia to balance China. Chinese diplomacy has been building an extremely cautious foreign policy since the late 1970s. Beijing has most consistently adhered to the principle of minimizing adversaries and maximizing friends. In many ways, China has achieved its goal, having managed to create favourable foreign policy conditions for enormous economic growth, increasing the well-being of citizens and modernising the army. The problem is that such PRC growth, even taking into account the lack of expressed ambitions, has caused growing concern in the United States. As a result, Beijing was faced with the fact that Washington decided to act proactively, containing China while the possibilities for such containment remained in the arsenal of American foreign policy. Perhaps the PRC leadership would prefer to continue to enjoy the benefits of global peace and live amid conditions of minimal competition. But the results of successful modernisation are now becoming an issue that the United States considers a security challenge. This means China will have to live in response to the American policy of containment, which includes the building of anti-Chinese alliances. Here, American diplomacy will try to place its bets, including in India. However, India is too large and powerful a country to play a passive role. China, in turn, is building a special relationship with the United States' European NATO allies. Here Beijing could take into account the Russian experience of “special” relations with the European Union. Finally, Russia at the turn of the century had practically no serious rivals. The country was seriously weakened by the fall of the Soviet Union and controversial reforms. Political relations with the West have gradually deteriorated since the late 1990s, but still haven’t reached a critical level, having been compensated with a high level of economic cooperation. In Asia, relations with US allies Japan and South Korea were also especially cordial without the burdens that remained in matters of European security. Today, almost the entire collective West is fighting against a strengthened Russia in Ukraine, supplying Kiev with weapons and ammunition, and providing Ukraine with finances, intelligence, military specialists, etc. Economic relations have been undermined for a long time by sanctions. Tokyo and especially Seoul have taken a more cautious position, but are still forced to follow the American line. The bottom line is that all three powers, for various reasons, have found themselves in a situation where the tasks of containment, expanding confrontation, and the need to resolve security issues involve using force or the threat of its use. Past economic ties have not held back political contradictions. Apparently, we are only at the beginning of an exacerbation. After all, the real fight between the two key rivals—the USA and China—is yet to come. One can argue for a long time about what is the root cause of the increase in deterrence—mistakes of diplomats or objective factors giving rise to rivalry. The result is what’s important. The three largest military-political centres simultaneously faced deteriorating foreign policy conditions, whereas twenty years ago all three were in a much more peaceful environment. The fate of the future world order still depends on the ability of the ‘troika’ to control rivalry and on the results of such rivalry. First published in the Valdai Discussion Club. Original published in Russian. https://ru.valdaiclub.com/a/highlights/ssha-kitay-rossiya-umnozhenie-sderzhivaniya/

Defense & Security
Harris and Trump presidential election 2024. Word cloud showing their political key issues.

The Armageddon Agenda: Kamala Harris, Donald Trump, and the Race to Oblivion

by Michael T. Klare

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The next president of the US will face various challenges that divide the nation, including a nuclear defense policy. The next president of the United States, whether Kamala Harris or Donald Trump, will face many contentious domestic issues that have long divided this country, including abortion rights, immigration, racial discord, and economic inequality. In the foreign policy realm, she or he will face vexing decisions over Ukraine, Israel/Gaza, and China/Taiwan. But one issue that few of us are even thinking about could pose a far greater quandary for the next president and even deeper peril for the rest of us: nuclear weapons policy. Consider this: For the past three decades, we’ve been living through a period in which the risk of nuclear war has been far lower than at any time since the Nuclear Age began — so low, in fact, that the danger of such a holocaust has been largely invisible to most people. The collapse of the Soviet Union and the signing of agreements that substantially reduced the U.S. and Russian nuclear stockpiles eliminated the most extreme risk of thermonuclear conflict, allowing us to push thoughts of nuclear Armageddon aside (and focus on other worries). But those quiescent days should now be considered over. Relations among the major powers have deteriorated in recent years and progress on disarmament has stalled. The United States and Russia are, in fact, upgrading their nuclear arsenals with new and more powerful weapons, while China — previously an outlier in the nuclear threat equation — has begun a major expansion of its own arsenal. The altered nuclear equation is also evident in the renewed talk of possible nuclear weapons use by leaders of the major nuclear-armed powers. Such public discussion largely ceased after the Cuban Missile Crisis of 1962, when it became evident that any thermonuclear exchange between the U.S. and the Soviet Union would result in their mutual annihilation. However, that fear has diminished in recent years and we’re again hearing talk of nuclear weapons use. Since ordering the invasion of Ukraine, Russian President Vladimir Putin has repeatedly threatened to employ nuclear munitions in response to unspecified future actions of the U.S. and NATO in support of Ukrainian forces. Citing those threats, along with China’s growing military might, US Congress has authorized a program to develop more “lower-yield” nuclear munitions supposedly meant (however madly) to provide a president with further “options” in the event of a future regional conflict with Russia or China. Thanks to those events and related developments, the world is now closer to an actual nuclear conflagration than at any time since the end of the Cold War. And while popular anxiety about a nuclear exchange may have diminished, keep in mind that the explosive power of existing arsenals has not. Imagine this, for instance: even a “limited” nuclear war — involving the use of just a dozen or so of the hundreds of intercontinental ballistic missiles (ICBMs) possessed by China, Russia, and the United States — would cause enough planetary destruction to ensure civilization’s collapse and the death of billions of people. And consider all of that as just the backdrop against which the next president will undoubtedly face fateful decisions regarding the production and possible use of such weaponry, whether in the bilateral nuclear relationship between the U.S. and Russia or the trilateral one that incorporates China. The U.S.-Russia Nuclear Equation  The first nuclear quandary facing the next president has an actual timeline. In approximately 500 days, on February 5th, 2026, the New Strategic Arms Reduction Treaty (New START), the last remaining nuclear accord between the U.S. and Russia limiting the size of their arsenals, will expire. That treaty, signed in 2010, limits each side to a maximum of 1,550 deployed strategic nuclear warheads along with 700 delivery systems, whether ICBMs, submarine-launched ballistic missiles (SLBMs), or nuclear-capable heavy bombers. (That treaty only covers strategic warheads, or those intended for attacks on each other’s homeland; it does not include the potentially devastating stockpiles of “tactical” nuclear munitions possessed by the two countries that are intended for use in regional conflicts.) At present, the treaty is on life support. On February 21st, 2023, Vladimir Putin ominously announced that Russia had “suspended” its formal participation in New START, although claiming it would continue to abide by its warhead and delivery limits as long as the U.S. did so. The Biden administration then agreed that it, too, would continue to abide by the treaty limits. It has also signaled to Moscow that it’s willing to discuss the terms of a replacement treaty for New START when that agreement expires in 2026. The Russians have, however, declined to engage in such conversations as long as the U.S. continues its military support for Ukraine. Accordingly, among the first major decisions the next president has to make in January 2025 will be what stance to take regarding the future status of New START (or its replacement). With the treaty’s extinction barely more than a year away, little time will remain for careful deliberation as a new administration chooses among several potentially fateful and contentious possibilities. Its first option, of course, would be to preserve the status quo, agreeing that the U.S. will abide by that treaty’s numerical limits as long as Russia does, even in the absence of a treaty obliging it to do so. Count on one thing, though: such a decision would almost certainly be challenged and tested by nuclear hawks in both Washington and Moscow. Of course, President Harris or Trump could decide to launch a diplomatic drive to persuade Moscow to agree to a new version of New START, a distinctly demanding undertaking, given the time remaining. Ideally, such an agreement would entail further reductions in the U.S. and Russian strategic arsenals or at least include caps on the number of tactical weapons on each side. And remember, even if such an agreement were indeed to be reached, it would also require Senate approval and undoubtedly encounter fierce resistance from the hawkish members of that body. Despite such obstacles, this probably represents the best possible outcome imaginable. The worst — and yet most likely — would be a decision to abandon the New START limits and begin adding yet more weapons to the American nuclear arsenal, reversing a bipartisan arms control policy that goes back to the administration of President Richard Nixon. Sadly, there are too many members of Congress who favor just such a shift and are already proposing measures to initiate it. In June, for example, in its version of the National Defense Authorization Act for fiscal year 2025, the Senate Armed Services Committee instructed the Department of Defense to begin devising plans for an increase in the number of deployed ICBMs from 400 of the existing Minuteman-IIIs to 450 of its replacement, the future Sentinel ICBM. The House Armed Services Committee version of that measure does not contain that provision but includes separate plans for ICBM force expansion. (The consolidated text of the bill has yet to be finalized.) Should the U.S. and/or Russia abandon the New START limits and begin adding to its atomic arsenal after February 5th, 2026, a new nuclear arms race would almost certainly be ignited, with no foreseeable limits. No matter which side announced such a move first, the other would undoubtedly feel compelled to follow suit and so, for the first time since the Nixon era, both nuclear powers would be expanding rather than reducing their deployed nuclear forces — only increasing, of course, the potential for mutual annihilation. And if Cold War history is any guide, such an arms-building contest would result in increased suspicion and hostility, adding a greater danger of nuclear escalation to any crisis that might arise between them. The Three-Way Arms Race  Scary as that might prove, a two-way nuclear arms race isn’t the greatest peril we face. After all, should Moscow and Washington prove unable to agree on a successor to New START and begin expanding their arsenals, any trilateral nuclear agreement including China that might slow that country’s present nuclear buildup becomes essentially unimaginable. Ever since it acquired nuclear weapons in 1964, the People’s Republic of China (PRC) pursued a minimalist stance when it came to deploying such weaponry, insisting that it would never initiate a nuclear conflict but would only use nuclear weapons in a second-strike retaliatory fashion following a nuclear attack on the PRC. In accordance with that policy, China long maintained a relatively small arsenal, only 200 or so nuclear warheads and a small fleet of ICBMs and SLBMs. In the past few years, however, China has launched a significant nuclear build-up, adding another 300 warheads and producing more missiles and missile-launching silos — all while insisting its no-first-use policy remains unchanged and that it is only maintaining a retaliatory force to deter potential aggression by other nuclear-armed states. Some Western analysts believe that Xi Jinping, China’s nationalistic and authoritarian leader, considers a larger arsenal necessary to boost his country’s status in a highly competitive, multipolar world. Others argue that China fears improvements in U.S. defensive capabilities, especially the installation of anti-ballistic missile systems, that could endanger its relatively small retaliatory force and so rob it of a deterrent to any future American first strike. Given the Chinese construction of several hundred new missile silos, Pentagon analysts contend that the country plans to deploy as many as 1,000 nuclear warheads by 2030 and 1,500 by 2035 — roughly equivalent to deployed Russian and American stockpiles under the New START guidelines. At present, there is no way to confirm such predictions, which are based on extrapolations from the recent growth of the Chinese arsenal from perhaps 200 to 500 warheads. Nonetheless, many Washington officials, especially in the Republican Party, have begun to argue that, given such a buildup, the New START limits must be abandoned in 2026 and yet more weapons added to the deployed U.S. nuclear stockpile to counter both Russia and China. As Franklin Miller of the Washington-based Scowcroft Group and a former director of nuclear targeting in the office of the secretary of defense put it, “Deterring China and Russia simultaneously [requires] an increased level of U.S. strategic warheads.” Miller was one of 12 members of the Congressional Commission on the Strategic Posture of the United States, a bipartisan group convened in 2022 to reconsider America’s nuclear policies in light of China’s growing arsenal, Putin’s nuclear threats, and other developments. In its final October 2023 report, that commission recommended numerous alterations and additions to the American arsenal, including installing multiple warheads (instead of single ones) on the Sentinel missiles being built to replace the Minuteman ICBM and increasing the number of B-21 nuclear bombers and Columbia-class ballistic-missile submarines to be produced under the Pentagon’s $1.5 trillion nuclear “modernization” program. The Biden administration has yet to endorse the recommendations in that report. It has, however, signaled that it’s considering the steps a future administration might take to address an expanded Chinese arsenal. In March, the White House approved a new version of a top-secret document, the Nuclear Employment Guidance, which for the first time reportedly focused as much on countering China as Russia. According to the few public comments made by administration officials about that document, it, too, sets out contingency plans for increasing the number of deployed strategic weapons in the years ahead if Russia breaks out of the current New START limits and no arms restraints have been negotiated with China. “We have begun exploring options to increase future launcher capacity or additional deployed warheads on the land, sea, and air legs [of the nuclear delivery “triad” of ICBMs, SLBMs, and bombers] that could offer national leadership increased flexibility, if desired, and executed,” said acting Assistant Secretary of Defense Policy Vipin Narang on August 1st. While none of those options are likely to be implemented in President Biden’s remaining months, the next administration will be confronted with distinctly ominous decisions about the future composition of that already monstrous nuclear arsenal. Whether it is kept as is or expanded, the one option you won’t hear much about in Washington is finding ways to reduce it. And count on one thing: even a decision simply to preserve the status quo in the context of today’s increasingly antagonistic international environment poses an increased risk of nuclear conflict. Any decision to expand it, along with comparable moves by Russia and China, will undoubtedly create an even greater risk of instability and potentially suicidal nuclear escalation. The Need for Citizen Advocacy  For many of us, nuclear weapons policy seems like a difficult issue that should be left to the experts. This wasn’t always so. During the Cold War years, nuclear war seemed like an ever-present possibility and millions of Americans familiarized themselves with nuclear issues, participating in ban-the-bomb protests or the Nuclear Weapons Freeze Campaign of the 1980s. But with the Cold War’s end and a diminished sense of nuclear doom, most of us turned to other issues and concerns. Yet the nuclear danger is growing rapidly and so decisions regarding the U.S. arsenal could have life-or-death repercussions on a global scale. And one thing should be made clear: adding more weapons to the U.S. arsenal will not make us one bit safer. Given the invulnerability of this country’s missile-bearing nuclear submarines and the multitude of other weapons in our nuclear arsenal, no foreign leader could conceivably mount a first strike on this country and not expect catastrophic retaliation, which in turn would devastate the planet. Acquiring more nuclear weapons would not alter any of this in the slightest. All it could possibly do is add to international tensions and increase the risk of global annihilation. As Daryl Kimball, executive director of the Arms Control Association, a nonpartisan research and advocacy outfit, put it recently: “Significant increases in the U.S. deployed nuclear arsenal would undermine mutual and global security by making the existing balance of nuclear terror more unpredictable and would set into motion a counterproductive, costly action-reaction cycle of nuclear competition.” A decision to pursue such a reckless path could occur just months from now. In early 2025, the next president, whether Kamala Harris or Donald Trump, will be making critical decisions regarding the future of the New START Treaty and the composition of the U.S. nuclear arsenal. Given the vital stakes involved, such decisions should not be left to the president and a small coterie of her or his close advisers. Rather, it should be the concern of every citizen, ensuring vigorous debate on alternative options, including steps aimed at reducing and eventually eliminating the world’s nuclear arsenals. Without such public advocacy, we face the very real danger that, for the first time since the atomic bombings of Hiroshima and Nagasaki in August 1945, nuclear weapons will again be detonated on this planet, with billions of us finding ourselves in almost unimaginable peril. The article was translated and licensed under CC BY-SA 3.0 ES (Atribución-CompartirIgual 3.0 España).

Energy & Economics
Packing and Shipping Boxes with the National flags of China on shopping carts with pin markings on the world map idea for expanding Chinese e-commerce's Rapid global growth.trade war. China economic

Chinese exports to Central Asia after Russia’s invasion of Ukraine

by Henna Hurskainen

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Abstract  This paper looks at the development of Chinese exports to Central Asian countries after Russia’s invasion of Ukraine in February 2022. The analysis, which relies on export data from China to Asian countries at a general product level, shows that China’s exports to Central Asia have significantly increased since the start of the war. In particular, exports to Kazakhstan, Uzbekistan, and Kyrgyzstan have increased significantly. The analysis focuses on exports in Harmonized System (HS) categories 84, 85, 87, and 90. Many of the products sanctioned by the West in trade with Russia belong to these categories, but the categories also include many non-sanctioned products. Although the value of China’s exports to Central Asia is still smaller than direct trade with Russia, China’s exports – especially to Kyrgyzstan – have seen dramatic increases in the HS 84, 85, 87, and 90 categories. Along with the export growth from China to Central Asia, exports in these categories from Central Asia to Russia have also increased significantly.  Keywords: China, Central Asia, Russia, exports 1. Introduction  This policy brief sheds light on the development of Chinese exports to Central Asia after Russia’s invasion of Ukraine in early 2022. The analysis, which focuses on China’s dollar-denominated exports to Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan, and Uzbekistan between 2018 and 2023, is based on the monthly and yearly customs data on goods exports from CEIC, China Customs Administration, Kazakhstan Bureau of National Statistics, and UN Comtrade. The analysis considers exports from Central Asian countries to Russia in some key product categories in the same time frame. Data on Chinese exports to Russia and the rest of the world (excluding Russia and Central Asian countries) help broaden the analysis.  The European Union, the United States, as well as a number of other countries, imposed sanctions on Russia in response to its invasion of Ukraine in February 2022. The sanctions packages targeted trade, investment, and cooperation with Russia, including sanctions on exports and imports of goods and services. While China has yet to impose sanctions on Russia, Chinese companies increasingly face the threat of secondary sanctions.  There is evidence that trade sanctions imposed against Russia have been circumvented by redirecting trade through Russia's neighboring countries (e.g. Chupilkin et al., 2023) and that China exports to Russia dual-use goods exploited by the Russian military (Kluge, 2024). This analysis shows that Chinese exports to Central Asia increased significantly after the Russian invasion of Ukraine in 2022. The soaring trade with Kyrgyzstan, a relatively tiny economy, is particularly notable. Chinese exports to Kazakhstan and Uzbekistan also rose sharply. Exports from Central Asian countries to Russia in selected key export categories increased in 2022, with Kazakhstan’s exports growing significantly, making it the largest exporter to Russia among Central Asian countries.  The paper analyzes the export of China to Central Asia by examining Harmonized System (HS) categories 84 (Machinery), 85 (Electrical equipment), 87 (Vehicles), and 90 (Optical and medical instruments). Categories 88 (Aircraft) and 89 (Ships) were omitted from the analysis since their export volumes were irregular and the data are inconsistent. These categories are important since many of the sanctions goods belong to these broad categories and often involve sophisticated technologies essential to Russian military efforts. Additionally, China is a major technology producing country and Russia’s main supplier of sanctioned technology products (Simola, 2024). Not all products in these categories are subject to sanctions and instead the analysis here only provides a broad view of the development of categories with sanctioned products.  The three-part analysis in this brief begins with a discussion of the development of Chinese exports to Central Asian countries at a general level. We then consider Chinese exports to Central Asia in HS categories 84, 85, 87 and 90, and conclude with an overview of Central Asia country exports to Russia in the same HS categories.  2. Chinese trade relations with Central Asia  From a trade perspective, China dominates trade relations with Central Asian countries. Most Central Asian countries run trade deficits with China. While Central Asian countries are geographically proximate with China (Kazakhstan, Kyrgyzstan, and Tajikistan share borders with China), total exports to these countries have traditionally represented a small slice of China’s total exports. In 2018, for example, Kazakhstan accounted for around 0.5 % of China’s total exports, and the shares of China’s exports to Kyrgyzstan, Tajikistan, Turkmenistan, and Uzbekistan were between 0.01 % and 0.2 %. China’s exports to Russia in 2018 were around 2 % that year. In 2023, however, exports to Kazakhstan had grown to 0.7 % of China’s total exports, and exports to other Central Asian economies were between 0.03 % and 0.6 %. The share of exports to Kyrgyzstan grew from 0.2 % to 0.6 % in terms of China’s total exports. In comparison, Chinese exports to Russia in 2023 represented 3 % of China’s total exports. In terms of annual growth, Kyrgyzstan on-year increase between stands out, with Chinese exports (measured in dollars) growing by 150 % in 2021 and 110 % in 2022.  The countries in the region are not a homogeneous group. Their economies differ in size and trade patterns. Measured by GDP, Kazakhstan was the largest regional economy in 2023, with a GDP of $260 billion. The second largest was Uzbekistan ($90 billion), followed by Turkmenistan ($59 billion), Kyrgyzstan ($14 billion), and Tajikistan ($12 billion) (World Bank, 2024). China’s top export destination in 2023 was Kazakhstan ($25 billion) and Kyrgyzstan ($20 billion). Turkmenistan had the least exports ($1 billion).  In addition to Russia’s war of aggression, new trade routes and warm bilateral relations may have played a role in Chinese exports to Central Asia. New trade routes have opened under the Belt & Road Initiative, and Xi Jinping’s relations with the leaders of Central Asian countries have been generally friendly.  China has been particularly active in Kyrgyzstan, where it has helped to build several transport infrastructure projects to improve transport connections within the country and the region. Especially in mountainous areas, new transport routes and improved logistics connections could have a major impact on trade volumes. Kyrgyzstan also changed presidents in 2021 following snap elections to quell a wave of protest. Kyrgyzstan’s newly elected president, Sadyr Zhaparov, emphasizes China’s importance as Kyrgyzstan’s trading partner and investor, and has called for closer relations with China.  A new trade route from China to Kazakhstan was opened in the summer of 2023 during the China-Central Asia Summit. During Xi Jinping’s visit to Kazakhstan in 2022, the leaders announced to deepen bilateral relations.  Uzbekistan, Turkmenistan, and Tajikistan have established friendly relations with Xi and China. With regard to vehicle exports, it is worth noting that the re-export of cars through the Eurasian Economic Union to Russia previously received tax relief, a policy that ended this year. 3. An overview of  Chinese exports to Central Asia Between 2018 and 2023, China primarily exported textile and wood-related products, as well as machinery, electronics, and vehicles to Central Asia (Figure 1). Compared to China’s overall export structure to the world (Figure 2), the share of textile and wood products in China’s exports to Central Asia is significantly higher. In contrast, approximately 50 % of China’s global exports consist of machinery, electronics, and vehicles, whereas these categories account for about 30–40 % of China’s exports to Central Asia.   In dollar terms, Chinese exports to Central Asia grew by 170 % from 2018 to 2023. This growth parallels China's export growth to Russia, which increased by 130 % over the same period. For comparison, Chinese exports to the rest of the world grew by around 40 % in that period. The largest export growth was seen in Kazakhstan, Kyrgyzstan, and Uzbekistan (Figure 3), with exports to Kyrgyzstan experiencing an explosive increase at the beginning of 2021. While more moderate, export growth to Kazakhstan and Uzbekistan also took off in the first half of 2022. Chinese exports to Kazakhstan, which were valued at $11 billion in 2018, surged to $25 billion in 2023. Chinese exports to Uzbekistan tripled from $4 billion in 2018 to $12 billion in 2023. Chinese exports more than tripled to Kyrgyzstan during the period from $6 billion in 2018 to $20 billion in 2023. Chinese exports to Kyrgyzstan are significant given the country’s modest GDP. Growth in Chinese exports to Russia mirrors the growth in exports to Central Asia (Figure 3). In dollar terms, however, China's exports to Russia are about double to those of China’s total exports to Central Asia.   The largest export categories to Central Asia in China’s 2023 export structure were footwear, textiles, and clothes ($20 billion); machinery and vehicles ($11 billion); electronics ($3 billion); and iron and steel ($2 billion). Exports of iron and steel to Tajikistan, Kyrgyzstan, and Turkmenistan were minimal, but significant for Kazakhstan and Uzbekistan, with growth starting in early 2023.  Chinese exports of footwear, textiles and clothes to Kyrgyzstan (and exports generally) began took off in early of 2021 (Figure 4). Kazakhstan’s export growth in the same category started after Russia’s invasion of Ukraine in 2022. Exports of machinery and vehicles to Kazakhstan, Uzbekistan, and Kyrgyzstan (Figure 4) skyrocketed in 2023. Chinese exports of iron and steel to Kazakhstan and Uzbekistan also soared in 2023 (Figure 5). In the export of electronics, Uzbekistan stands out as exports from China more than doubled in 2023 from 2022 levels (Figure 5). Electronics exports to Kyrgyzstan started increase in early 2021 (Figure 5).     When examining annual changes in these export categories, the dollar-based annual growth of Chinese exports to Kyrgyzstan clearly stands out from other Central Asian countries across all export categories (see Figures 6 and 7). The annual growth to Kyrgyzstan began to increase in early 2021 and remains high throughout 2022. For instance, Chinese exports to Kyrgyzstan in electronics and in footwear, textiles and clothes peaked around 300 % in early 2022. Chinese exports to Turkmenistan and Tajikistan are significantly smaller in dollar terms than for other Central Asian countries, so they do not stand out in earlier figures. However, annual growth patterns show that China’s annual export growth to Turkmenistan and Tajikistan also rose in 2022.     This section examines Chinese exports to Central Asian countries in the HS categories 84 “Machinery,”1 85 “Electrical equipment,”2 87 “Vehicles”,3 and 90 “Optical and medical instruments.”4 HS categories 88 “Aircraft”5 and 89 “Ships”6 were omitted from the analysis since the export volumes were irregular and inconsistent. The data used in the analysis is the sum of HS8-level customs data for the respective category, so values may slightly differ from the actual HS2-level values.  China’s dollar-denominated exports in machinery (HS 84) increased in 2022 and 2023 from the pre-invasions period (Figure 8). Growth in exports is already apparent in 2022 for Kazakhstan, Kyrgyzstan, and Tajikistan, while the rise in Uzbekistan begins in 2023. Exports of machinery to Russia started to increase in 2021, with higher growth in 2022 and 2023 (Figure 9). China’s exports to the rest of the world in the same category rose through 2021, and decreased from 2022 to 2023 (Figure 9).   For electrical equipment (HS 85), China’s exports increased significantly compared to the period before the war, especially to Kyrgyzstan, where exports surged in 2022 and continued to grow in 2023 (Figure 10). China’s exports to Uzbekistan also surged in 2023. Exports to Kazakhstan decreased from 2021 to 2022, but grew in 2023, slightly surpassing the 2021 level. When examining Chinese exports to Russia, dollar-denominated changes follow a similar trend (Figure 11). During the same period, China’s exports to the rest of the world increased from 2021 to 2022 and decreased in 2023, a trend similar to that of machinery (Figure 11).   In the export of vehicles (HS 87), China’s exports to Central Asia followed a similar trend in exports to Kazakhstan, Kyrgyzstan, and Uzbekistan, i.e. initial growth in 2022 and strong growth in 2023 (Figure 12). Chinese exports to Russia also surged in 2023 (Figure 13). In the vehicle category, Chinese exports to the rest of the world grew steadily in 2021, 2022, and 2023 (Figure 13).   For optical and medical instruments (HS 90), China’s exports to Kazakhstan and Kyrgyzstan increased significantly in 2022, and grew further  in 2023, albeit at a more moderate pace (Figure 14). China’s exports to Uzbekistan increased post-invasion in 2022 and 2023, although export levels were similar to 2019 and 2020. Exports to Turkmenistan grew by 260 % in 2022 from the previous year, although this is less noticeable in the figures due to the smaller dollar value amounts related to other Central Asian countries. China’s exports of optical and medical instruments to Russia grew steadily, with a sharper increase beginning in 2022 (Figure 15). However, China’s exports to the rest of the world in this category decreased from 2021 to 2022 (Figure 15).   In summary, China’s dollar-denominated exports to Central Asia increased significantly over the past couple of years, particularly those to Kazakhstan, Kyrgyzstan, and Uzbekistan. Reflecting the general trend of China’s exports to Central Asian countries, the highest dollar amounts for Chinese exports involved products to Kazakhstan across all analyzed harmonized system categories. The most significant dollar-denominated export growth was observed for Kyrgyzstan: the annual growth rate of China’s exports in electrical equipment in 2022 approaches 400 %, and for vehicles nearly 500 % in 2022 and about 300 % in 2023. Additionally, in optical and medical instruments, China’s 2022 exports grew by nearly 300 % to Kyrgyzstan and Turkmenistan from the previous year. When comparing China’s exports to Central Asia with its exports to Russia, it is evident that the dollar value of China’s exports to Russia is higher than to Central Asian countries, and the dollar value changes in exports are also more significant. For instance, in 2023, China’s exports of machinery to Russia amounted to $24 billion, while exports to the entire Central Asia region were approximately $7 billion. In the electrical equipment category, China’s exports to Russia were $13 billion compared to $5 billion to Central Asia. In the vehicles category, exports to Russia were $18 billion, while exports to Central Asia were $8 billion. On the other hand, the annual growth rates of individual Central Asian countries are higher in percentage terms compared to Russia. For example, as illustrated in Figure 12, China’s exports to Kyrgyzstan grew from $41 million in 2021 to $1.5 billion in 2022, while China’s exports to Russia increased from $1.2 billion dollars to $1.8 billion in the same period. The annual growth rates for Russia do not exhibit similar spikes, nor do they significantly exceed the growth rates for any Central Asian country in any category. 5. Central Asian exports to Russia in HS categories 84, 85, 87 and 90 In the HS categories 84 (Machinery), 85 (Electrical equipment), 87 (Vehicles), and 90 (Optical and medical instruments), exports from Central Asian countries to Russia exhibited significant growth in 2022 (Figures 16 and 17), with continued expansion in 2023 (with the exception of Kazakhstan in vehicles and parts). In total, exports from Central Asia (Kazakhstan, Kyrgyzstan, Turkmenistan, and Uzbekistan) in these categories grew in 2022 by 600 % from the previous year. Notably, Kazakhstan was the biggest export in dollar terms. Its exports to Russia surged across all categories in 2022, with on-year growth rates for machinery, electrical equipment and sound devices, and optical and medical instruments ranging between 400 % and 600 %. In addition to Kazakhstan, Uzbekistan and Kyrgyzstan recorded substantial increases in exports in 2022, particularly in the machinery and electrical equipment categories. Kyrgyzstan’s exports machinery increased from $2 million in 2021 to $49 million in 2022, a jump of about 2,500 %. However, when comparing the Chinese exports to Kyrgyzstan in electrical equipment, the dollar value in exports to Russia seems considerably smaller. Thus, no direct conclusion should be drawn from the fact that higher quantities of electronics pass through Kyrgyzstan to Russia. Although not depicted in the graph, it is important to highlight Turkmenistan’s growth in the export of electrical equipment in 2023 when it grew from $2,075 (2022) to $3 million in 2023, onyear growth of approximately 200,000 %. Similarly, Uzbekistan’s annual growth in exports of optical and medical instruments was around 40,000 % in 2022. As to vehicles and parts, Kyrgyzstan’s export growth commenced already in 2021. In the optical and medical instruments category, both Kyrgyzstan and Uzbekistan experienced notable export growth, particularly in 2023. At the HS category levels of 84, 85, 87 and 90, data for Tajikistan’s exports to Russia were unavailable.     6. Conclusion Chinese exports to Central Asia have significantly increased since Russia’s 2022 invasion of Ukraine, with concurrent growth China’s exports to Russia. Notably, there was a substantial surge in Chinese exports to Kyrgyzstan prior to invasion. Chinese exports to Kyrgyzstan, which has a modest GDP, saw the largest dollar-value increase from 2021 to 2023 in the categories of footwear, textiles, and clothes, as well as machinery and vehicles starting in 2022. The annual growth rates in Chinese exports to Kyrgyzstan show clear increases in the major export categories in 2022.  In dollar terms, Chinese exports to Kazakhstan and Uzbekistan also rose significantly from 2018 to 2023. For Uzbekistan, the largest growth in China's exports began in 2021 in electronics. Exports to Kazakhstan grew the most in 2022–2023 in the categories of footwear, textiles, and clothes, and machinery and vehicles.  The trade categories with notable growth in Chinese exports to Central Asian countries were machinery (HS 84), electrical equipment (HS 85), vehicles (HS 87), and optical and medical instruments (HS 90). Generally, the steepest rise in Chinese exports to Central Asia occurred in the vehicles category, with significant increases in exports to Kazakhstan, Kyrgyzstan, and Uzbekistan in 2022 continuing to a sharp rise in 2023. The trend for Chinese vehicle exports to Russia is similar. It is worth noting that Chinese vehicle exports to the rest of the world also accelerated after 2020. Additionally, there was substantial growth in Chinese exports to Kyrgyzstan in the electrical equipment category in 2022 and 2023. In these categories, Chinese exports to Russia are significantly higher in dollar terms that exports to Central Asia. However, the annual growth rates in between 2018 and 2023 of Chinses exports to individual Central Asian countries have generally seen larger increases in percentage terms than those for Russia.  Exports from Central Asian countries to Russia in the selected key export categories increased significantly across all examined categories in 2022. Among Central Asian countries, Kazakhstan was the largest exporter to Russia in dollar terms from 2018 to 2023, with sharp growth in 2022 in all four categories examined in this paper. Additionally, the exports of Uzbekistan and Kyrgyzstan to Russia grew significantly in 2022, particularly in the categories of machinery, and electrical equipment. The most notable annual growth in exports was posted by Turkmenistan – an increase from $2,075 in 2022 to $3 million in 2023, a 200,000 % increase in electrical equipment exports from the previous year. References Chupilkin, Maxim and Javorcik, Beata and Plekhanov, Alexander. (2023). The Eurasian Roundabout: Trade Flows Into Russia Through the Caucasus and Central Asia. EBRD Working Paper No. 276, Available at SSRN: http://dx.doi.org/10.2139/ssrn.4368618 or https://ssrn.com/abstract=4368618 Kluge, Janis. (2024). Russia-China economic relations: Moscow’s road to economic dependence, SWP Research Paper, No. 6/2024, Stiftung Wissenschaft und Politik (SWP), Berlin, https://doi.org/10.18449/2024RP06 Simola, H. (2024). Recent trends in Russia’s import substitution of technology products. BOFIT Policy Brief 5/2024, June 2024.  World Bank, 2024, read 14.8.2024, https://www.worldbank.org/en/region/eca/brief/central-asia 1 Harmonized System code 84: Nuclear reactors, boilers, machinery and mechanical appliances; parts thereof.  2 Harmonized System code 85: Electrical machinery and equipment and parts thereof; sound recorders and reproducers, television image and sound recorders and reproducers, and parts and accessories of such articles.  3 Harmonized System code 87: Vehicles other than railway or tramway rolling stock, and parts and accessories thereof.  4 Harmonized System code 90: Optical, photographic, cinematographic, measuring, checking, precision, medical or surgical instruments and apparatus; parts and accessories thereof. 5 Harmonized System code 88: Aircraft, spacecraft, and parts thereof.  6 Harmonized System code 89: Ships, boats, and floating structures.

Energy & Economics
Earth globe with continent of Africa highlighted in red. 3D illustration. Elements of this image furnished by NASA

Africa in the Geopolitical Game

by José Segura Clavell, Casa África

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском A review of the African strategy of major powers considering the continent's growing global importance in economic, demographic, and even political terms. A few days ago, the United Nations General Assembly approved the so-called “Pact for the Future”, an action that the organization's Secretary-General, Antonio Guterres, described as "a historic moment" because it will allow "a step forward towards a more effective and sustainable networked multilateralism”. In the corridors of the United Nations, intensive work has been carried out for more than nine months to find the greatest possible consensus, and although the document (a 42-page agreement outlining 56 actions in areas ranging from nuclear, climate, and digital issues to human rights) was not put to a vote in the Assembly, it is known to have the support of most nations in the world, with the exception of Russia and some countries like Belarus, Iran, North Korea, and Eritrea. In Africa, 54 countries rejected Russian amendments aimed at halting the dialogue around this document, something perhaps facilitated by the possibility that a second permanent seat for Africa in the United Nations Security Council could soon be consolidated. The United Nations, and therefore multilateralism, are going through a difficult time: Ukraine, Gaza, or Lebanon bear witness to this. The right to veto in the Security Council turns any serious initiative to stop conflicts around the world into a joke. South African President Cyril Ramaphosa called for the reform of the organization to ensure that it becomes truly functional and democratic, in addition to demanding a well-deserved central role for the continent in conflict resolution and modern geopolitics. So, calls for multilateralism are heard everywhere, which basic definition, to put it simply, is when more than three countries agree to move together towards a specific goal, in a context where the world's geopolitics continues to function, breathe, and evolve like any living organism. This is also true in Africa.  China In early September, more than fifty African leaders (a record number) traveled to meet with President Xi Jinping at a new Summit of the Forum on China-Africa Cooperation (FOCAC), the major China-Africa gathering that began in the year 2000. As in each of the previous editions, President Xi announced a significant financial aid package, also outlining the main areas of future cooperation: $51 billion in loans, investments, and assistance for Africa over the next three years. Although this amount surpasses the $40 billion committed in 2021, it remains lower than the $60 billion promised in 2015 and 2018. The Africans also attended the meeting with a message: the trade balance needs to be adjusted. In 2023, Chinese exports to Africa reached $170 billion, while imports from the continent amounted to $100 billion, a significant difference that leaders like South African President Ramaphosa did not hide upon his arrival in Beijing. While China sends manufactured products, agricultural and industrial machinery, as well as vehicles, its imports from Africa are mainly concentrated in raw materials (oil, gas, metals, and minerals). China continues to be involved in initiatives such as the “Belt and Road Initiative”, the modernized Silk Road, and the construction of major infrastructure projects. Russia Russia's presence in Africa is not new. They were already in places like Angola during the Cold War and supported the struggles for independence in the 1960s, but perhaps now their actions on the continent are receiving more attention. With almost the entire world questioning its invasion of Ukraine, Russians find in Africa, especially in the Sahel countries, a point from which to secure mineral and economic resources and, at the same time, create tension and concern for the Europeans. Their support for military junta coups in countries like Mali, Niger, or Burkina Faso, or their influence in regimes like that of the Central African Republic, with a business model that exchanges security for mineral resources, for example, has shaken up the African geopolitical map. Their promises of cooperation in satellite or nuclear technology, still up in the air, captivate governments that have distanced themselves from the West and have chosen them as partners in recent years. The European Union In Europe, in my opinion, we continue struggling to understand how to approach our relationship and alignment with our African friends and neighbors. Individually, each country is making its efforts: Italy with the Mattei Plan, France repositioning itself after withdrawing from the Sahel countries, Denmark with a strong commitment, and now Spain, working on a new strategy of its own that we will learn about very soon. The migration factor and the colonial legacy continue to be issues that influence the relationship with African governments and even with civil societies. In geopolitical terms, Europe has given a name to its aspirations of influence: the Global Gateway. The undertaking is so vast and its objectives so ambitious that it deserves one, or even several, separate articles. Not only do I promise this, but I also share that, from Casa África, we will soon bring its representatives to the Canary Islands to explain what the Global Gateway entails, what funds it has, and how we, from the Archipelago, can act as a bridge with them. United States The U.S. elections are approaching, but before leaving office, Joe Biden will visit Africa (specifically Angola) for the first time in his term. This is a clear gesture towards the continent, which at least partially makes up for the fact that the previous president, Donald Trump, not only never visited it even once, but also left behind that infamous phrase caught by an open microphone in which he referred to African countries as “shitholes”. Faced with the overwhelming Chinese presence and the concerning Russian influence in the Sahel, many voices in the United States have called for a genuine diplomatic and economic effort on the continent. The choice of Angola is not trivial: the Americans are heavily invested in a strategic project crucial for the geopolitics of energy, the Lobito Corridor, a railway line that will connect the Angolan port of Lobito (on the Atlantic) with the city of Kolwezi in the Democratic Republic of the Congo. The goal: the transit of strategic minerals for the North American and European markets, which is key to reducing dependence on China for the so-called critical minerals (lithium, nickel, cobalt, graphite, manganese, or rare earth elements). Türkiye For a few years now, Türkiye has had a very clear objective of increasing its presence and influence in Africa. In the last two decades, Türkiye has nearly quadrupled the number of its embassies in Africa: from 12 in 2002 to 44 in 2022. Its flag carrier, Turkish Airlines, connects Istanbul with 62 African destinations. At the same time, it has achieved diplomatic reciprocity: 38 African countries have established embassies in Ankara. All of this is reflected in trade volumes, which increased from $5.4 billion in 2003 to over $41 billion in 2022 (although they dropped slightly to $37 billion in 2023). For example, in 2011, President Erdogan was the first international leader to dare to set foot in Somalia in 20 years. Now, Türkiye has a military base in Mogadishu and oil and gas exploitation agreements. It is also the fourth-largest arms supplier to sub-Saharan Africa: helicopters and, above all, the famous Bayraktar drones have been sold to many African countries. And, finally, the Turks are also making significant strides in infrastructure construction (more than 1,800 projects in the last 20 years, including the modernization of Tanzania's railways, for example). A noteworthy effort, but obviously still far behind the Chinese and Russians. Published in Kiosco Insular, eldiario.es, and Canarias7 on September 27 and 28, 2024.

Diplomacy
Donald Trump win in US president elections 2024. Washington DC, United Sates Of America - 2024 November 6

What Trump’s victory means for Ukraine, the Middle East, China and the rest of the world

by Stefan Wolff

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Donald Trump’s return to the White House in January 2025, combined with a Republican-led US Senate, was widely feared among international allies and will be cheered by some of America’s foes. While the former put on a brave face, the latter are finding it hard to hide their glee.  On the war in Ukraine, Trump is likely to try to force Kyiv and Moscow into at least a ceasefire along the current front lines. This could possibly involve a permanent settlement that would acknowledge Russia’s territorial gains, including the annexation of Crimea in 2014 and the territories occupied since the full-scale invasion of Ukraine in February 2022.  It is also likely that Trump would accept demands by the Russian president, Vladimir Putin, to prevent a future Ukrainian Nato membership. Given Trump’s well-known animosity to Nato, this would also be an important pressure on Kyiv’s European allies. Trump could, once again, threaten to abandon the alliance in order to get Europeans to sign up to a deal with Putin over Ukraine.  When it comes to the Middle East, Trump has been a staunch supporter of Israel and Saudi Arabia in the past. He is likely to double down on this, including by taking an even tougher line on Iran. This aligns well with Israeli prime minister Benjamin Netanyahu’s current priorities.  Netanyahu seems determined to destroy Iran’s proxies Hamas, Hezbollah and the Houthis in Yemen and severely degrade Iranian capabilities. By dismissing his defence minister, Yoav Gallant, a critic of his conduct of the offensive in Gaza, Netanyahu has laid the ground for a continuation of the conflict there.  It also prepares for a widening of the offensive in Lebanon and a potentially devastating strike against Iran in response to any further Iranian attack on Israel.  Trump’s election will embolden Netanyahu to act. And this in turn would also strengthen Trump’s position towards Putin, who has come to depend on Iranian support for his war in Ukraine. Trump could offer to restrain Netanyahu in the future as a bargaining chip with Putin in his gamble to secure a deal on Ukraine.  Pivot to China  While Ukraine and the Middle East are two areas in which change looms, relations with China will most likely be characterised more by continuity than by change. With Chinese relations being perhaps the key strategic foreign policy challenge for the US, the Biden administration continued many of the policies Trump adopted in his first term – and Trump is likely to double down on them in a second term.  A Trump White House is likely to increase import tariffs, and he has talked a great deal about using them to target China. But Trump is also just as likely to be open to pragmatic, transactional deals with Chinese president Xi Jinping. Just like in relations with his European allies in Nato, a serious question mark hangs over Trump’s commitment to the defence of Taiwan and other treaty allies in Asia, including the Philippines, South Korea, and potentially Japan. Trump is at best lukewarm on US security guarantees.  But as his on-and-off relationship with North Korea in his first term demonstrated, Trump is, at times, willing to push the envelope dangerously close to war. This happened in 2017 in response to a North Korean test of intercontinental ballistic missiles.  The unpredictability of the regime in Pyongyang makes another close brush of this kind as likely as Trump’s unpredictability makes it conceivable that he would accept a nuclear-armed North Korea as part of a broader deal with Russia, which has developed increasingly close relations with Kim Jong-un’s regime.  Doing so would give Trump additional leverage over China, which has been worried over growing ties between Russia and North Korea.  Preparing for a Trump White House  Friends and foes alike are going to use the remaining months before Trump returns to the White House to try to improve their positions and get things done that would be more difficult to do once he is in office.  An expectation of a Trump push for an end to the wars in Ukraine and the Middle East is likely to lead to an intensification of the fighting there to create what the different parties think might be a more acceptable status quo for them. This does not bode well for the humanitarian crises already brewing in both regions.  Increasing tensions in and around the Korean peninsula are also conceivable. Pyongyang is likely to want to boost its credentials with yet more missile – and potentially nuclear – tests.  A ratcheting-up of the fighting in Europe and the Middle East and of tensions in Asia is also likely to strain relations between the US and its allies in all three regions. In Europe, the fear is that Trump may make deals with Russia over the head of its EU and Nato allies and threaten them with abandonment.  This would undermine the longevity of any Ukrainian (or broader European) deal with Moscow. The relatively dismal state of European defence capabilities and the diminishing credibility of the US nuclear umbrella would not but help to encourage Putin to push his imperial ambitions further once he has secured a deal with Trump.  In the Middle East, Netanyahu would be completely unrestrained. And yet while some Arab regimes might cheer Israel striking Iran and Iranian proxies, they will worry about backlash over the plight of Palestinians. Without resolving this perennial issue, stability in the region, let alone peace, will be all but impossible.  In Asia, the challenges are different. Here the problem is less US withdrawal and more an unpredictable and potentially unmanageable escalation. Under Trump, it is much more likely that the US and China will find it hard to escape the so-called Thucydides trap – the inevitability of war between a dominant but declining power and its rising challenger.  This then raises the question of whether US alliances in the region are safe in the long term or whether some of its partners, like Indonesia or India, will consider realigning themselves with China.  At best, all of this spells greater uncertainty and instability – not only after Trump’s inauguration but also in the months until then.  At worst, it will prove the undoing of Trump’s self-proclaimed infallibility. But by the time he and his team come to realise that geopolitics is a more complicated affair than real estate, they may have ushered in the very chaos that they have accused Biden and Harris of. 

Diplomacy
16th BRICS Summit family photograph (2024)

BRICS Summit 2024 — everything, everywhere, all at once?

by Priyal Singh

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Ushering in a multipolar order requires a streamlined and coherent political agenda – not unfocused expansion.  The 16th BRICS Summit in Kazan, Russia, concluded last week with the usual grand declaration of the group’s commitments, concerns and aspirations.  Many media headlines, particularly in Western countries, focused on how the summit and BRICS generally, symbolised Moscow’s ability to circumvent the fallout of sanctions by turning to the global south. In this way, BRICS is indirectly viewed as a threat to Western efforts to isolate Russia, weaken its power projection capabilities, and end its invasion of Ukraine.  Western governments and analysts often struggle to frame BRICS’s evolution beyond a binary, zero-sum narrative in which the group is a key geopolitical challenge to the Western-dominated international order. This interpretation places the forces of democracy and liberal political values in one camp and authoritarian governments in another, with certain developing countries caught in the middle, trying to play one side off the other for their own benefit.  There is some merit to these kinds of headlines. Russia and China are primarily major status-quo powers. Both have been permanent United Nations Security Council (UNSC) members since its establishment. Moscow was the ‘other pole’ in the international order for most of the 20th century, a position Beijing is working towards. And the foreign policy goals of both place them in confrontation with the United States and its Western allies.  BRICS may be on a path towards unnecessary substantive bloat, and away from its core business.  So, are these two countries in a position to champion the global south’s cause, and why haven’t more representative bodies like the Non-Aligned Movement played a more prominent role?  The preoccupation with Russia and China detracts from BRICS’s broader, underlying geopolitical project – the need for global south countries to reform and shape the international order’s future direction on their own terms.  These include greater representation and agency in global policy- and decision-making bodies and facilitating greater freedom to trade, invest and borrow money outside the Western-dominated financial system. They also include a more just and equitable global power balance that reflects modern realities.  In pursuing these aims, BRICS countries have made steady progress on developing a shared strategic agenda for increased cooperation across various policy domains.  The Kazan summit’s 32-page outcomes declaration covers almost everything from reforming the UNSC and Bretton Woods institutions to climate change, biodiversity and conservation. It also covers challenges from global crises, conflicts and terrorism and a suite of economic development, health, education, science and cultural exchange-related issues.  A group of democracies, autocracies and theocracies speaking with one voice on human rights and democracy is absurd.  The group’s ballooning cooperation agenda may indicate progress. But it could also signify the limits of its diverse members’ ability to agree on ‘hard’ political and security matters central to the core business of reforming the international order.  The expansion of BRICS’ substantive agenda and its membership dilutes its primary purpose and reinforces the binary, zero-sum Western narrative its members constantly try to shed.  Tangible, albeit gradual, progress on establishing intra-BRICS institutions and processes such as the Interbank Cooperation Mechanism, the cross-border payment system and its independent reinsurance capacity suggest that BRICS’ clout and credibility are growing.  These initiatives could enable members to pursue their international economic objectives without the constraints and transactional costs associated with traditional financial bodies like the World Bank and International Monetary Fund. Ideally, this would improve their relative positions of global power and influence, and help deliver a more multipolar international order.  In contrast, deepening cooperation on big cat conservation, while important, doesn’t serve that purpose. Nor does facilitating youth exchanges on sports and healthy lifestyles or championing a BRICS alliance for folk dance. Including these kinds of initiatives in BRICS’ growing agenda detracts from its core objectives.  A streamlined agenda would divert attention from the contradictions and geopolitical manoeuvring of BRICS’ members.  More worryingly, this suggests that BRICS’ diverse constellation of member states is pursuing the path of least resistance – expanding their cooperation in every direction, hoping something eventually sticks.  Instead of doubling down on hard strategic questions about a shared conception of multipolarity, and the steps necessary to reform global governance and security institutions, BRICS seems to be heading for greater expansion and formalisation. And with that come the risks, challenges and institutional dependencies that have led to the stagnation and ineffectiveness plaguing more established international organisations in recent years.  Perhaps the group’s core members recognise that they have very different ideas of what constitutes multipolarity. Russia (and China to an extent) envisage much more than global institutional reforms, focusing instead on reimagining international norms and core principles.  These differences are also reflected in BRICS’ expanding membership. It seems Russian and Chinese enthusiasm has been curbed by other founding members, who prefer a ‘partner country’ model for future growth. This contrasts with the full membership offers to Argentina, Egypt, Ethiopia, Iran, Saudi Arabia and UAE in 2023. (Argentina’s new political administration declined, and the Saudis have remained non-committal.)    Most worrying, however, is BRICS’ preoccupation with promoting democracy, human rights and fundamental freedoms. There is no doubt that these terms are increasingly politicised and rife with double standards – among developing nations with mixed political systems and traditionally liberal, Western democracies. However, for BRICS to meaningfully champion normative values, its members must at least attempt to commit to common political governance systems in their own countries.  Having a group of partner nations composed of progressive constitutional democracies and closed repressive autocracies and theocracies attempting to speak with one voice on promoting human rights, democracy and fundamental freedoms is absurd. It reeks of empty political rhetoric at best, and Orwellian double-speak at worst.  This again dilutes BRICS’ key messages, undermines its important core business, and detracts from the significant progress being made towards a common strategic agenda.  BRICS primary goal moving forward should be to trim the fat.  A streamlined annual working agenda would divert attention away from its individual member states' contradictions and geopolitical manoeuvring. With a focus on addressing the international system’s failures, institutional reform and greater representation for global south countries in policy- and decision-making bodies could be prioritised.  This seems unlikely though, if this year’s summit is anything to go by. By following the path of least resistance, BRICS may be setting itself on a course towards increasing and unnecessary substantive bloat, and away from its core business.  Only time will tell if certain members are willing to be more assertive and correct course before they are too far down a path impossible to pivot away from. 

Defense & Security
Chiang Kai-shek Memorial Hall,Taipei City,Taiwan,October 10, 2021:Military parade on Taiwan National Day

Boys Do Not Dream of War: The Impacts of Extending Compulsory Military Service on Levels of Patriotism in Taiwan

by Shelby Tang

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском No mother wants to say goodbye to their child. However, with the looming threat of an attack from China, this fear threatens to become a reality for many Taiwanese mothers. There has been widespread speculation that People’s Republic of China (PRC) President Xi Jinping (習近平) has directed the People’s Liberation Army (PLA) to be prepared to invade the island by 2027. Amid such predictions, Taiwan has completed numerous actions to increase its capabilities to resist a Chinese attack. Arguably, the island’s most notable single measure—and the most politically controversial—has been the extension of conscripted service for young men from four months to one year of training and military duty. [1]   Current Party Stances  When then-President Tsai Ing-wen (蔡英文) announced the extension of conscripted service in December 2022, public opinion was divided regarding the presidential decision. In the January 2024 presidential election, the three contenders differed on their proposed policies for housing and economic issues, as well as relations with China, but all three—Lai Ching-te (賴清德) of the ruling Democratic Progressive Party (DPP, 民進黨), Hou Yu-ih (侯友宜) of the Kuomintang (KMT, 國民黨), and Ko Wen-je (柯文哲) of the Taiwan People’s Party (TPP, (台民黨)—supported expanding conscripted military service. According to Dr. Shen Ming-shih (沈明室), acting deputy chief executive of the Institute of National Defense and Security Research (INDSR, 國防安全研究院), a government funded think-tank in Taipei, the rare agreement reached by the three men reflects how the issue involves national security interests that transcend party politics.  In Taiwan, the conscription age is 18; however, deferments for higher education are very common. All males must serve in the military by age 36, when they can retire from the reserves. Conscription length has varied throughout administrations. It used to last between two and three years, until being shortened to one year in 2008. This was further cut to four months in 2012 under KMT President Ma Ying-jeou (馬英九), who came to power in 2008 and followed a policy of pursuing warmer ties with China. In the years that followed, Taiwan’s conscripted service system has been widely criticized by commentators both inside Taiwan and abroad as ineffective in providing for Taiwan’s defense, leading the Tsai Administration to implement the one-year program.  Public Opinion and the Impacts of Conscription  Former conscripts have frequently expressed disappointment with their training and equipment. In a study conducted in September 2023, participants regarded military service as “useless” and a “waste of time.” Citing as evidence the lack of equipment and the long permitted periods of leisure time, past participants have complained about the military training camps. One participant who trained in the Taiwanese military between 2023 and 2024 stated that “I just sat under the AC with my phone, they [military personnel] didn’t train us with any specific weapons because they said to not waste bullets, so my friends and I just sat on a field most of the time.” The researchers similarly conducted an interview with Jack Huang, a 30 year old male who completed his four months of service over two semester breaks in university. According to this news report, Huang “felt [that] his shooting practice was outdated, like a holdover from the 1950s, and did not see how it would help him in modern warfare.”   These examples support what Dr. Su Tzu-yun (蘇紫雲), a research fellow and director of INDSR has found: namely, that psychological defense and troop morale are the top concerns regarding Taiwan’s ability to defend itself. If troop morale and confidence are down, how is a sovereign island supposed to maintain its basic defense capacity against China?   Polling data and public sentiment reflect a mix of opinions regarding the conscription extension. According to a survey by the National Chengchi University (國立政治大學), 58 percent of Taiwanese citizens support the extension of conscription to one year, viewing it as a necessary measure for national defense. However, 35 percent oppose the extension, citing particular concerns about its impact on young mens’ educational and career prospects. This division in opinion is evident across different demographics, with younger generations expressing more resistance to the policy compared to older generations.  There is indeed research that points to a one year conscription policy as being an impediment to educational and job prospects. In 2015, The IZA Journal of Labor Economics published a study on the long-term effects of peace-time military conscription on educational attainment and earnings in the Netherlands. Researchers found that compulsory military service decreased the proportion of Dutch university graduates by 1.5 percentage points (from a baseline of 12.3 per cent). Furthermore, the study found that being a conscript diminished the likelihood of earning a university degree by about four percentage points. The impact of military service on wages is also detrimental and long-term. The research concluded that “approximately 18 years after military service, we still find a negative effect of 3 to 4 per cent.” This quantifies some of the negative economic impacts of prolonged military conscription.   Flexibility in Service and Better Compensation for Conscripted Soldiers  Amid public reservations about the new policy, Taiwan’s government has implemented measures aimed to provide benefits after conscription. These include considering service time when calculating future benefits, and providing “flexible” educational options to facilitate the move into the economy for all conscripts. The Taipei Times reported in June 2023 that the Ministry of Education (教育部) has implemented a “3+1” program in which conscripts can complete college in three years and military duty in one year, allowing them to graduate alongside those who do not have to serve. To do this, institutions must raise the limit on the amount of credits that draftee students may obtain each semester. They should also provide summer courses and allow drafted individuals to attend classes at other universities. However, some have criticized the program: for example, KMT members of the legislature have stated that it would jeopardize students’ educational rights, and that conscripts would be “burning the candle at both ends” by balancing studies and conscription.  Conscription programs have also traditionally been known for the very low levels of pay given to junior conscripts—another point that has made the service period unpopular. The return to one-year service is part of a package of conscription reforms that includes increased pay for conscripted soldiers, in which the monthly compensation for a private will increase from NTD $6,510 to NTD $26,307 (USD $203 to USD $850)—still not a huge sum, but a four-fold increase over the standard pay level of the past.  Personal Interviews with Taiwanese Americans Affected by the Conscription Policy   Another issue of concern regarding conscription may be identified in the current attitudes of future Taiwanese-Americans conscripts residing in Taiwan. To investigate the trend, the author conducted a limited study in Taiwan in May 2024, in which interviews were conducted with five teen participants who have to serve upon turning 18. [2] In the interviews, the participants were asked about their views towards the policy. For the first subject pool, four of the five teen participants (Teens 1, 3, 4, and 5) stated that period of the prolonged military service caused concerns regarding future career plans. This concern contributed to a decrease in national pride and connection to their Taiwanese identity. For example, when asked about his opinion regarding the conscription policy, Teen 3 stated in his interview, “Especially because the job market is so tight right now… Having to serve would make getting a job harder. I know I’m supposed to be mad at China, but I’m mad at Taiwan.”   This correlates to the fluctuation of public confidence in Taiwan’s military, according to data found by NCCU’s Election Study Center. In September of 2021, about 58 percent of respondents were confident or very confident in the military’s ability to defend Taiwan. However, confidence dropped to 54 percent in March 2022 and to 43 percent in March 2023—possibly due in part to negative news and cognitive warfare. Cognitive warfare and negative news covers many areas: ranging from naval exercises in the waters surrounding Taiwan and military aviation flights that steadily advance closer to Taiwan’s airspace, to bans of Taiwanese agricultural products, and the use of fringe political parties employed to spread pro-CCP (and anti-American) narratives.  Another theme commonly cited as a reason for their decreased level of patriotism was the effect of military service on plans for higher education. Three out of the five teen participants (Teens 1, 3, and 4) stated that the prolonged military service caused concerns regarding future education plans. This concern contributed to a decrease in national pride and connection to their Taiwanese identity. For example, when asked about his opinion regarding the conscription policy, Teen 1 stated in his interview, “I’m just trying to live my life and go off to college abroad and never have to think about this problem or Taiwan ever again.” The frustration expressed corresponds to a decrease in patriotic connection: as Teen 4 stated in his interview, “I don’t like it. It inconveniences me and my plans for college. Plus, Taiwan doesn’t have anything to offer to my education.”   In a second subject pool, four parent participants (Parents 2, 3, 4, and 5) stated that the prolonged military service for boys born after 2005 caused concerns regarding future career plans. Many parent participants believed that prolonged service duration would harm a child’s employment opportunities, and cause them to lose valuable work experience. For example, Parent 2 stated in their interview, “We have to think about what the youth needs. A one-year training with weapons they will never be able to use or use well in their entire life is useless and bad for job prospects. I am disappointed in Taiwan and perhaps even a bit ashamed of my country.”    Many parent participants believed that prolonged service duration would harm a child’s educational development and cause them to lose valuable academic learning. This connects to March 2023 research in the publication Voice Tank, which found that “respondents’ confidence had dropped, for the first time below 50 percent (to 43 percent), and the proportion of those not confident exceeded that of those confident. While such a drop could be attributed to various factors and may only be temporary, we think it may be a result of cognitive warfare and negative news coverage of the ROC armed forces.” [3] This links to Parent 4’s questioning of Taiwan, asking, “What is wrong with Taiwan? Don’t they understand our future generation needs to study abroad for a better chance?” Parent 4 believes that the government is directly hindering her son’s academic development and future by implementing the policy, a reason for her declining level of patriotism.  Conclusion  The prolonged military conscription for males born after 2005 has caused clashing public opinions—and a decline in patriotic sentiment for Taiwanese Americans currently residing in Taiwan, including future conscripts and their parents. The ruling DPP must consider the unforeseen impacts of its policy amid the looming Chinese threat. It becomes imperative for the ruling party to acknowledge that while conscription may appear on the surface to be cost-effective, simple budgetary accounting does not consider the potentially high opportunity cost that young people face when forced to serve, leading to long-term earnings losses and educational disruptions. These factors combine to reduce national income and economic growth. Additionally, for Taiwanese Americans and expatriates, conscription does little to foster unity; instead, it risks further weakening the relationship between overseas citizens and the state, whose voices still influence Taiwan’s future.  The main point: The prolonged military conscription for boys born after 2005 has caused public controversy and a decline in patriotism for Taiwanese Americans currently residing in Taiwan, including future conscripts and their parents. The ruling Democratic Progressive Party must consider the unforeseen impacts of its policy amid the looming Chinese threat.  References  [1] For previous discussions of the issues surrounding the extension of service to one year, see: John Dotson, “Taiwan’s ‘Military Force Restructuring Plan’ and the Extension of Conscripted Military Service,” Global Taiwan Brief, February 8, 2023, https://globaltaiwan.org/2023/02/taiwan-military-force-restructuring-plan-and-the-extension-of-conscripted-military-service/; and John Dotson, “Taiwan Initiates Its New One-Year Military Conscription Program,” Global Taiwan Brief, February 7, 2024, https://globaltaiwan.org/2024/02/taiwan-initiates-its-new-one-year-military-conscription-program/.  [2] The research was conducted for a duration of one year, under the supervision of Dr. Irish Farley. The study utilized a two-part, mixed methods approach that surveyed boys between of 14 and 17 living in Taiwan who are eligible for military conscription upon turning of age; followed by small group interviews with the teen participants, and parents of boys aged 14 through 17 living in Taiwan.  [3] For example, a report in Nihon Keizai Shimbun in February 2023 claimed that 90 percent of retired Taiwanese spies have worked with China. In early March, soldiers stationed in Kinmen defected to Xiamen, which led to the circulation of negative news about Taiwan’s military. See: Lee, Kuan-chen, Christina Chen, and Ying-Hsuan Chen. 2024. “Core Public Attitudes toward Defense and Security in Taiwan.” Taiwan Politics, January 2024, https://doi.org/10.58570/WRON8266.