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The European Union will continue to provide strong military, financial, economic, and diplomatic support and humanitarian assistance to Ukraine. The EU leaders decided on the matter on the closing day of the European Council held in Brussels on 26–27 October. Prime Minister Petteri Orpo represented Finland at the meeting. Prime Minister Orpo highlighted the importance of the EU’s pledge to provide security commitments to Ukraine in the future. “It is important that we reach an agreement quickly on the EU’s security commitments to Ukraine. We should be ready to make political decisions on the matter at the December European Council,” Orpo said. The EU leaders had already exchanged views on Russia’s war of aggression in Ukraine in a video discussion with Ukrainian President Volodymyr Zelenskyy on the first day of the Council. The EU will speed up the delivery of military support, such as missiles, ammunition, and air defence systems, to Ukraine. “We must strengthen the EU’s defence sector and reinforce the capacity of the European defence industry as quickly as possible. A strong EU also strengthens NATO and transatlantic cooperation,” said Prime Minister Orpo. Prime Minister Orpo also called for progress on the use of frozen Russian assets to support Ukraine. The Euro Summit held in connection with the European Council focused on the overall economic and financial situation and economic policy coordination. In Prime Minister Orpo’s view, the EU must be more competitive both internally and globally given the current geopolitical situation. “A well-functioning and competitive single market, for example in the service sector, plays a key role. Fair competition is an important factor in ensuring growth capacity. We must return to the normal State aid rules as soon as possible,” said Prime Minister Orpo. In its conclusions, the European Council emphasises the need to speed up work on developing digital services, clean technology, and clean energy production, transitioning towards a more circular economy and reducing the regulatory burden. “The EU must continue to be a global leader in the energy transition and clean technology solutions. I highlighted the potential of the bioeconomy and circular economy in renewing European industry. At the same time, we must reduce the regulatory burden on businesses,” Orpo emphasised. On the last day of the meeting, the EU leaders also held a strategic discussion on migration. Prime Minister Orpo stressed that migration is a common European challenge and called for long-term solutions. “We need to build well-functioning partnerships with countries of origin and transit. We must also be able to return people who do not have a legal right to reside in the European Union,” said Prime Minister Orpo. In their discussion on other items, the EU leaders condemned the recent terrorist attacks in Belgium and France, which killed and injured Swedish and French nationals. The discussion on external relations focused on the tensions between Kosovo and Serbia and between Armenia and Azerbaijan, and on the situation in the Sahel. The European Council also received an update on the preparations for the UN Climate Change Conference (COP28) in Dubai.

A famous quote from Desmond Tutu – ‘if you are neutral in situations of injustice then you are choosing the side of the oppressor’ – has been widely used and abused since Russia’s invasion of Ukraine. In numerous fora, it has been deployed to harangue countries into abandoning their neutrality and lining up behind NATO. Never mind that the oppressor to which Tutu referred was apartheid South Africa, a regime actively supported by the Atlantic military alliance. In both Russia and the West, the current moment is characterized by a constantly replenished amnesia. Last month, Finland and Sweden opted to repeal their longstanding neutrality policies. Both countries submitted applications to join NATO, in a move that was rightly described as historic. Finland has been neutral since it was defeated by the Soviet Union during World War II – signing a Treaty of Friendship, Cooperation and Mutual Assistance with the Soviets in 1948. Sweden, meanwhile, fought numerous wars with Russia between the sixteenth and eighteenth centuries but managed to stay out of any further conflict after 1814. Joining NATO discards a centuries-old tradition that has come to define the country’s national identity. Press coverage of the push for NATO membership has been euphoric. While Sweden has witnessed a limited but still lively debate, in Finland there has been little space for public dissent. Earlier last month, the cover of Finland’s most-read newspaper, Helsingin Sanomat, featured an illustration of two blue-and-white figures (the colours of the Finnish flag) rowing a Viking longship towards an illuminated horizon where the four-pointed NATO star is seen rising like the sun. The wooden ship is depicted leaving behind a dark, hulking structure decorated with a red star. The symbolism couldn’t be clearer. Or perhaps it could. Several weeks ago, the online version of Sweden’s Dagens Nyheter featured pop-up animation of the NATO emblem morphing into a peace sign.Questioning a unanimous support for NATO membershipIn this media environment, it is perhaps unsurprising that support for NATO membership is high: about 60 per cent in Sweden and 75 per cent in Finland. But a closer look at the demographics reveals some cracks in the pro-NATO narrative. For the Atlanticist press, ‘the NATO question’ represents a generational shift, with young people supposedly eager to join against the wishes of their parents, who, we are told, are hopelessly wedded to an outmoded position of Cold War non-alignment. ‘Having been firmly opposed to any NATO move only weeks ago’, wrote former Swedish Prime Minister turned liberal thinktank groupie Carl Bildt, the political class ‘will now face a contest between an older generation and younger ones looking at the world with fresh eyes.’ In reality, though, the opposite is true: the demographic most opposed to NATO membership in Sweden is young men, aged 18-29. And little wonder. They are the segment of the population that would be called upon to join any future military excursion. Contrary to the assumption that Russian aggression has shocked Swedes into unanimous support for the alliance, opposition appears to be on the rise. On 23 March, 44 per cent of young people surveyed were for NATO and 21 per cent against. In the middle of May, 43 per cent of them were for NATO and 32 per cent against: a double-digit leap. Support for membership rises with each age bracket, with the elderly most staunchly in favour. The latest polls from Finland tell a similar story. Polling by Helsingin Sanomat describes the typical NATO supporter as educated, middle-aged or older, male, working in a management-level position, earning at least €85,000 a year and politically on the right, while the typical NATO-sceptic is under the age of 30, a worker or a student, earning less than €20,000 a year and politically on the left.Valuing business leader over the general publicSome of the most ardent supporters of NATO membership can be found among Sweden and Finland’s business leaders. In April, Finnish President Sauli Niinistö hosted a ‘secret NATO meeting’ in Helsinki. Among those in attendance were Swedish Minister of Finance Mikael Damberg, top-ranking military officials and powerful figures in the Swedish and Finnish business communities. Chief among them was the billionaire Swedish industrialist Jacob Wallenberg, whose family holdings add up to one third of the Stockholm Stock Exchange. Wallenberg has been NATO’s most enthusiastic cheerleader among Swedish executives. He is a regular participant in the Bilderberg Meeting, an elite group dedicated to spreading the gospel of Atlanticism and free markets. In the weeks leading up to Sweden’s decision to apply for NATO membership, the Financial Times predicted that the Wallenberg dynasty’s stance on Swedish accession would ‘weigh heavily’ on the ruling Social Democrats, over whom he is thought to hold considerable sway. At the Helsinki summit, Swedish government officials were warned that their country would become less attractive for foreign capital if it remained ‘the only state in Northern Europe outside of NATO’. This, along with significant cajoling from Finland, was one of the decisive factors that led Minister of Defence Peter Hultqvist to change tack and swing behind the alliance. Sweden’s Expressen reported that the meeting suggested the business community holds far greater power over foreign policy decisions than previously thought. It’s not hard to see why business are so invested. Swedish defence industry giant Saab is expecting major profits from NATO membership. The company, whose majority shareholder is the Wallenberg family, has seen its share price nearly double since the Russian invasion. Chief Executive Micael Johansson has said that Sweden’s NATO membership will open new possibilities for Saab in the areas of missile defence and surveillance. The company is expecting dramatic gains as European countries raise their defence spending, and first quarter reports reveal that operating profits have already risen 10 per cent over last year, to $32 million. The considerable influence of business leaders on the NATO question contrasts with that of the general public. Though Sweden has held referenda on every major decision in recent history – EU membership, the adoption of the euro – it will not consult its citizens on NATO. The most prominent politician to call for a vote is Left Party leader Nooshi Dadgostar, but her requests have been flatly rejected. The government, fearing that NATO membership could be voted down once wartime hysteria wears off, has instead taken a ‘shock doctrine’ approach, ramming the policy through while Ukraine is still in the headlines and the public is afraid. They have also said that a referendum would require extensive organization and could not be held for some months. This means the issue of NATO membership would feature in the September election campaign: a scenario the Social Democrats are determined to avoid. In Finland, however, there is little mainstream opposition to NATO. The issue has been tinged by nationalist sentiment, and opponents of membership are accused of not caring about their country’s security. Parliament voted overwhelmingly in favour of membership last month, with 188 for and only eight against. Of those eight, one was from the right-populist Finns Party, another was a former member of the same outfit, and the remaining six were from the Left Alliance. The other ten Left Alliance MPs, though, voted in favour. One of the party’s representatives went so far as to propose new legislation that would criminalize attempts to influence public opinion on behalf of a foreign power: a precedent that could in theory leave NATO-critics exposed to prosecution.Kurdish activists or NATO membership?Recep Tayyip Erdoğan has slowed some of this break-neck momentum. Calling Finland and Sweden ‘incubators’ for Kurdish terror, the Turkish president has vowed to block the two Nordic countries’ accession to NATO until they meet his demands. (The alliance requires unanimous approval from all member states for a new country to join). Erdoğan has blasted Finland and Sweden over their refusal to extradite 33 members of the PKK and Gülenist movement, blaming the latter for a bloody coup attempt in 2016. He has also demanded that Sweden lift an arms embargo that it imposed in response to Turkey’s incursions in Syria in 2019. Kurdish issues have recently had an outsize presence in Swedish politics. When the Social Democrats lost their parliamentary majority last year, Prime Minister Magdalena Andersson was forced to negotiate directly with a Kurdish MP and ex-peshmerga fighter named Amineh Kakabaveh, whose vote would decide the fortunes of the government. In exchange for keeping it afloat, Kakabaveh demanded that Sweden lend its support to the YPG in Syria, and the Social Democrats acceded. Now, as of last month, Kakabaveh has chided Andersson for ‘giving in’ to Erdoğan and threatened to withdraw her support for the government. The Social Democrats may have avoided making the autumn elections an unofficial referendum on NATO membership, but their government remains extremely weak, and will face intense scrutiny in the months ahead. Many fear that it will strike a private deal with Erdoğan to sacrifice Kurdish activists and Turkish dissidents if he agrees to wave through its NATO bid. Meanwhile, Croatia’s increasingly audacious president, Zoran Milanović, has erected another, smaller obstacle: promising to block Sweden and Finland’s membership unless Bosnia and Herzegovina’s election law is changed so that Bosnian Croats are better represented.Abolishing socialist institutions for a US-led power blockThe media, both foreign and domestic, have frequently described Finland and Sweden’s accession as ‘joining the West’ – picking a side in the Huntington-esque civilizational struggle. This rhetoric is nothing new. Shortly before Montenegro joined the alliance in 2017, the country’s long-reigning premier Milo Đukanović said that the division was not ‘for NATO or against NATO’, it was ‘civilizational and cultural’. Yet it is especially odd, and revealing, to encounter this same auto-orientalism in Scandinavia. One right-wing commentator recently wrote that by joining NATO, Sweden was at last becoming a ‘normal Western country’. He then paused to consider whether the government would soon abolish the Systembolaget, or state liquor monopoly. Here we get a sense of what ‘joining the West’ really means: binding oneself to a US-led power bloc and simultaneously doing away with any nominally socialist institutions – a process that has already been underway for decades. The abandonment of principled neutrality as a moral option follows the changing meaning of internationalism, especially for the left in the Nordic countries. During the Cold War, the Swedish Social Democrats expressed the principle of international solidarity through their support for national liberation movements in the so-called Global South. No figure better embodied this spirit than Olof Palme, who posed for photos smoking cigars with Fidel Castro and famously excoriated the US aerial bombardment of Hanoi and Haiphong, comparing it to ‘Guernica, Oradour, Babi Yar, Katyn, Lidice, Sharpeville [and] Treblinka’. During the breakup of Yugoslavia in the 1990s, however, such ‘active internationalism’ was reconceptualized as ‘responsibility to protect’ certain non-Western victims of aggression. By the same logic, states are now expected to band together in an ‘alliance of democracies’ to confront tyranny and terrorism – through regime change where necessary. But the decision to join NATO does not just rely on a hollowed-out discourse of solidarity; it is also presented as a vital act of self-interest – a defensive response to the ‘Russian threat’. In Sweden’s case, we are asked to believe that the country is currently facing greater security risks than during both World Wars, and that the only way to address them is to enter a beefed-up military alliance. Although Russia is supposedly struggling to make headway against a much weaker opponent in Ukraine – unable to hold the capital, hemorrhaging troops and supplies – we are told that it poses an imminent threat to Stockholm and Helsinki. Amid such confected panic, genuine threats to the Nordic way of life have gone ignored: the withering away of the welfare state, the privatization and marketization of education, rising inequality and the weakening of the universal healthcare system. While rushing to align with ‘the West’, the Swedish and Finnish governments have shown considerably less urgency in tackling these social crises.

A potential candidate status for Ukraine’s and Moldova’s accession to the European Union could also reignite hope for the acceleration of the halted process of European integration of a region that Brussels has forgotten – the Western Balkans. Currently, there are four candidate countries from the region – Serbia, Montenegro, North Macedonia, and Albania – and two hopeful potential candidates – Kosovo and Bosnia and Herzegovina – yet to be granted such status. Of the six small countries, only Serbia and Montenegro began the negotiation process – in 2014 and 2012, respectively. However, little progress has been made since, and the two countries are still nowhere near completing the EU accession process. With the war in Ukraine changing how we perceive global alliances and their meaning for smaller countries, it has ignited a debate on whether these developments will lead to a new European order or a new Cold War. The global context of this crisis also highlights the need for exploring more creative, more engaged, and strategic responses to international diplomacy. Recently, three of the Western Balkan countries – Albania, Montenegro, and North Macedonia – also voiced their support for Ukraine becoming a EU member while also maintaining their own path towards the Union. Bumpy road toward EU integrationAfter negotiating for eight years, Serbia has opened 18 chapters out of 35 in total, provisionally closing only two. While neighbouring Montenegro has opened all of the chapters, it lacks progress in crucial chapters such as Chapter 23, which covers the judiciary, and Chapter 24, which covers the fight against organised crime and corruption. North Macedonia’s European journey has been even more painful and obstacles-ridden. A candidate country since 2005, the former Yugoslav country had to endure years of being vetoed by its much larger southern neighbour Greece over a naming dispute, which also had a geographical region called ‘Macedonia’, that lasted close to three decades. After the dispute with Greece was resolved in 2019, and the country changed its name to North Macedonia to mark a geographic and historic distinction, Skopje seemed set to continue its European endeavour. However, in the second half of 2019, it was France that voiced objections to how the overall negotiation process was being done. Citing a need for a ‘reformed enlargement process,’ Paris blocked both North Macedonia and Albania, a candidate country since 2014, from beginning the much-anticipated talks to join the EU. While a revamped enlargement plan the following year seemed to satisfy Paris' needs and finally set both North Macedonia and Albania on the right track to begin the accession talks, disaster struck again. This time, another one of North Macedonia's neighbours, Bulgaria, brought its own bilateral dispute into the mix. The two countries signed a so-called ‘Friendship Treaty’ in 2017, which also implied that Sofia wouldn't impede Skopje's European integration. However, this didn't stop Bulgaria from blocking the process for the last two years over what it perceives as a ‘history and identity dispute’ with its much smaller neighbour. Bulgaria claims that the Macedonian language isn’t a separate language at all, but is in fact a regional language of the Bulgarian language, and that the two countries also share a ‘common history’, something which Skopje denies. This resulted in a stalling of the process again, and putting North Macedonia and Albania on the side-lines, agonisingly waiting once more for the green light to start negotiation talks with the EU. Aside from the historical dispute, Bulgaria also wants North Macedonia to open up its constitution and include Bulgarians in it, as well as to find a way of halting the hate speech against the Bulgarian community in the country. According to Bulgarian authorities the inclusion of the Bulgarian community in the constitution would guarantee the same rights as other ethnic minorities have in the country.A perspective for economic development and democratisationWhile, at the moment, Skopje and Sofia are still far from finding a solution for the dispute, there have been efforts made by France which would put the Bulgarian demands into North Macedonia's EU negotiation framework and, in that way, bypass the current veto. A possible solution for this dispute would also pave the way for the integration process in the Western Balkans to quicken, especially amid developments such as the war in Ukraine. Half of the Western Balkans six (North Macedonia, Albania, and Montenegro) are already part of NATO and, therefore, could become a potential thorn in Russia’s eye. An accelerated EU membership would undoubtedly give them the much-needed assurances for their future. Remembering how Russia and China already made their presence in the Balkans felt during the Covid-19 crisis when they managed to supply these countries with Covid-19 vaccines before the EU could. It is also important to keep in mind the post-communist transition that has taken a toll on the economies of each of these countries in the last 30 years. By finally having a clear European perspective, something which has been lacking in the previous decade, they can offer their citizens something more tangible than the promises made by various domestic political elites. It is here that the EU could offer the West-Balkan countries something that Russia or China can't – a perspective for economic development and democratisation of their societies. Having a clear commitment from Brussels on their European integration would send a message to the likes of Russia and China, who are seeking to have more significant influence in the region – the EU is ready to stand and support its allies no matter their size and that they can't be bullied anymore by those that are bigger and ‘supposedly’ stronger.

With China’s rise and Russia’s war, the unipolar moment after the triumph of the West in the Cold War is over. Five scenarios for a new world order. With the invasion of Ukraine, Russia effectively destroyed the European peace order. Now, Europe needs to find ways to contain its aggressive neighbour, while its traditional protector, the United States, continues its shift of focus to the Indo-Pacific. This task, however, becomes impossible when China and Russia are driven into each other’s arms because, if anything, the key to end the war in Ukraine lies in Beijing. China hesitates to be dragged into this European war as bigger questions are at stake for the emerging superpower: Will the silk road be wrecked by a new iron curtain? Shall it stick to its ‘limitless alliance’ with Russia? And what about the territorial integrity of sovereign states? In short: for China, it is about the world order. The unipolar moment after the triumph of the West in the Cold War is over. The war in Ukraine clearly marks the end of the Pax Americana. Russia and China openly challenge American hegemony. Russia may have proven to be a giant with clay feet, and has inadvertently strengthened the unity of the West. But the shift of the global balance of power to East Asia is far from over. In China, the United States has encountered a worthy rival for global predominance. But Moscow, Delhi, and Brussels also aspire to become power hubs in the coming multipolar order. So, we are witnessing the end of the end of history. What comes next? To better understand how world orders emerge and erode, a quick look at history can be helpful.What is on the menu?Over the course of the long 19th century, a great power concert has provided stability in a multipolar world. Given the nascent state of international law and multilateral institutions, congresses were needed to carefully calibrate the balance between different spheres of interest. The relative peace within Europe, of course, was dearly bought by the aggressive outward expansion of its colonial powers. This order was shattered at the beginning of the World War I. What followed were three decades of disorder rocked by wars and revolutions. Not unlike today, the conflicting interests of great powers collided without any buffer, while the morbid domestic institutions could not mitigate the devastating social cost of the Great Transformation.    With the founding of the United Nations and the Universal Declaration of Human Rights, the foundations of a liberal order were laid after the end of World War II. However, with the onset of the Cold War, this experiment quickly ran into a quagmire. Pinched between two antagonistic blocs, the United Nations was in a deadlock for decades. From the Hungarian Revolution over the Prague Spring to the Cuban missile crisis, peace between the nuclear powers was maintained through the recognition of exclusive zones of influence. After the triumph of the West in the Cold War, American hyperpower quickly declared a new order for a now unipolar world. In this liberal world order, rule-breaking was sanctioned by the world’s policeman. Proponents of the liberal world order pointed to the rapid diffusion of democracy and human rights around the globe. Critics see imperial motifs at work behind the humanitarian interventions. But even progressives place great hopes in the expansion of international law and multilateral cooperation. Now that the West is mired in crises, global cooperation is again paralysed by systemic rivalry. From the war in Georgia over the annexation of Crimea to the crackdown in Hong Kong, the recognition of exclusive zones of influence is back in the toolbox of international politics. After a short heyday, the liberal elements of the world order are jammed again. China has begun to lay the foundations of an illiberal multilateral architecture.How will great power competition play out?In the coming decade, the rivalries between great powers are likely to continue with undiminished vigour. The ultimate prize of this great power competition is a new world order. Five different scenarios are conceivable.  First, the liberal world order could survive the end of the unipolar American moment. Second, a series of wars and revolutions can lead to the total collapse of order. Third, a great power concert could bring relative stability in a multipolar world but fail to tackle the great challenges facing humanity. Fourth, a new cold war may partly block the rule-based multilateral system, but still allow for limited cooperation in questions of common interest. And finally, an illiberal order with Chinese characteristics. Which scenario seems the most probable? Many believe that democracy and human rights need to be promoted more assertively. However, after the fall of Kabul, even liberal centrists like Joe Biden und Emmanuel Macron have declared the era of humanitarian interventions to be over. Should another isolationist nationalist like Trump or others of his ilk come to power in Washington, London, or Paris, the defence of the liberal world order would once and for all be off the agenda. Berlin is in danger of running out of allies for its new value-based foreign policy. In all Western capitals, there are broad majorities across the ideological spectrum that seek to up the ante in the systemic rivalry with China and Russia. The global reaction to the Russian invasion shows, however, that the rest of the world has very little appetite for a new bloc confrontation between democracies and autocracies. The support for Russia’s attack on the sovereignty and territorial integrity of Ukraine – values especially smaller countries unwaveringly adhere to – should not be read as sympathy for a Russian or Chinese-led order, but as deep frustration over the US empire. Seen from the Global South, the not-so-liberal world order was merely a pretext for military interventions, structural adjustment programmes, and moral grandstanding. Now, the West comes to realise that in order to prevail geopolitically, it needs the cooperation of undemocratic powers from Turkey to the Gulf monarchies, from Singapore to Vietnam. The high-minded rhetoric of the systemic rivalry between democracies against autocracies is prone to alienate these much-needed potential allies. But if even the West were to give up on universalism of democracy and human rights, what would be left of the liberal world order? Are the great power rivalries that play out in the background of the war in Ukraine, the coups in Western Africa and the protests in Hong Kong only the beginning of a new period of wars, coups, and revolutions?  The ancient Greek philosopher Thucydides already knew that the competition between rising and declining great powers can beget great wars. So, are we entering a new period of disorder? Not only in Moscow and Beijing, but also in Washington, there are thinkers that seek to mitigate these destructive dynamics of the multipolar world through a new concert of great powers. The coordination of great power interests in fora from the G7 to the G20 could be the starting point for this new form of club governance. The recognition of exclusive zones of influence can help to mitigate conflict. However, there is reason for concern that democracy and human rights will be the first victims of such high-powered horse-trading. This form of minimal cooperation may also be inadequate to tackle the many challenges humankind is facing from climate change over pandemics to mass migration. The European Union, an entity based on the rule of law and the permanent harmonisation of interests, may have a particularly hard time to thrive in such a dog-eat-dog world. Not only in Moscow, some fantasise about a revival of imperialism that negates the right to self-determination of smaller nations. This dystopian mix of technologically supercharged surveillance state on the inside and never ending proxy wars on the outside is eerily reminiscent of George Orwell’s 1984. One can only hope that this illiberal neo-imperialism is shattered in the war in Ukraine. The Russian recognition of separatist provinces of a sovereign state have rung the alarm bells in Beijing. After all, what if Taiwan follows this model and declares its independence? At least rhetorically, Beijing has returned to its traditional line of supporting national sovereignty and condemning colonialist meddling in internal affairs. There are debates in Beijing whether China should really side with a weakened pariah state and retreat behind a new iron curtain, or would benefit more from an open and rules-based global order. So, what is this ‘Chinese Multilateralism’ promoted by the latter school of thought? On the one hand, a commitment to international law and cooperation to tackle the great challenges facing humankind, from climate change over securing trade routes to peacekeeping. However, China is only willing to accept any framework for cooperation if it is on equal footing with the United States. This is why Beijing takes the United Nations Security Council seriously, but tries to replace the World Bank and the International Monetary Fund with its own institutions such as the Asian Infrastructure Investment Bank. If Chinese calls for equal footing are rejected, Beijing can still form its own geopolitical bloc with allies across Eurasia, Africa, and Latin America. In such an illiberal order, there would still be rule-based cooperation, but no longer any institutional incentives for democracy and human rights.Hard choices: what should we strive for?Alas, with a view of containing an aggressive Russia, a rapprochement with China may have its merits. For many in the West, this would require an about-face. After all, the recently fired German admiral Schönbach was not the only one who wanted to enlist Russia as an ally for a new cold war with China. Even if Americans and Chinese would bury the hatchet, a post-liberal world order would pose a predicament for Western societies. Is the price for peace really the right to self-determination of peoples? Is cooperation to tackle the great challenges facing humankind contingent on the rebuttal of the universality of human rights? Or is there still a responsibility to protect, even when the atrocities are committed in the exclusive zone of influence of a great power rival? These questions go right to the West’s normative foundation. Which order will prevail in the end will be determined by fierce great power competition. However, who is willing to rally around the banner of each different model differs significantly. Only a narrow coalition of Western states and a handful of Indo-Pacific value partners will come to the defence of democracy and human rights. If this Western-led alliance of democracies loses the power struggle against the so-called axis of autocracies, the outcome could well be an illiberal world order with Chinese characteristics. At the same time, the defence of international law, especially the inviolability of borders and the right to self-defence, are generally in the interest of democratic and authoritarian powers alike. An alliance for multilateral cooperation with the United Nations at its core finds supports across the ideological spectrum. Finally, there could be issue-based cooperation between different centres. If ideological differences are set aside, hybrid partners could cooperate, for instance, in the fight against climate change or piracy, but be fierce competitors in the race for high-tech or energy. Thus, it would not be surprising if the United States were to replace their ‘alliance of democracies’ with a more inclusive coalition platform. Politically, Germany can only survive within the framework of a united Europe. Economically, it can only prosper in open world markets. For both, a rules-based, multilateral order is indispensable. Given the intensity of today’s systemic rivalry, some may doubt its feasibility. However, it is worth remembering that even at the heyday of the Cold War, within the framework of a constrained multilateralism, cooperation based on common interests did occur. From arms control over the ban of the ozone-killer CFC to the Helsinki Accords, the balance sheet of this limited multilateralism was not too bad. In view to the challenges facing humankind, from climate change over pandemics to famines, this limited multilateralism may just be the best among bad options. For what is at stake is the securing of the very foundations of peace, freedom, unity, and prosperity in Europe. 

Russia’s war on Ukraine has pushed the climate crisis off the agenda. But we need a ceasefire and global demilitarisation for a 1.5°C world War brings death and destruction – not least to the environment and climate. Russia’s invasion of Ukraine offers a depressing reminder of that fact, and further increases the military sector’s already enormous global CO2 footprint. In addition, the eastern Ukrainian cities where fighting is taking place are home to fossil fuel infrastructure such as chemical factories, oil refineries, and coal mines, the bombing of which produces a cocktail of toxic substances that has devastating environmental impacts. Efforts to arm the two sides, moreover, are consuming materials and resources that could otherwise go towards tackling the climate crisis. Based on the global C02budget, humanity has less than eight years to ensure it still hits its 1.5-degree warming target. To do so, we need to urgently implement reforms in all areas, to bring about ‘systemic change’, as the IPCC report from early April puts it. The military sector barely gets a mention in this almost 3,000-page document, however, with the word ‘military’ coming up just six times. You might thus conclude that the sector is of little relevance to the climate emergency. The reality is rather different. Using military hardware results in huge quantities of emissions. In the war in Ukraine, 36 Russian attacks on fossil fuel infrastructure were recorded in the first five weeks alone, leading to prolonged fires that released soot particulates, methane and C02 into the atmosphere, while oil infrastructure has been ablaze on the Russian side too. The oil fields that were set on fire in 1991 during the second Gulf War contributed two per cent of global emissions for that year. While greenhouse gas emissions are one of the most significant impacts of war, the quantity emitted depends on the duration of the conflict and on what tanks, trucks, and planes are used. Another is the contamination of ecosystems that sequester CO2. Staff from Ukraine’s environment inspectorate are currently collecting water and soil samples in the areas around shelled industrial facilities.Military emissionsThe ramifications for the climate can be catastrophic in scale. According to a study by the organisation Oil Change International, the Iraq War was responsible for 141 million tonnes of C02equivalent emissions between its outbreak in 2003 and the report’s publication in 2008. By way of comparison: some 21 EU member states emitted less CO2equivalent in 2019, with only six states topping that figure. Post-war rebuilding also produces significant emissions. Estimates suggest that reconstruction in Syria will lead to 22 million tonnes of CO2 emissions. The rebuilding in Ukraine, too, will consume vast amounts of resources. At the World Economic Forum in Davos, President Volodymyr Zelensky stated that at least 5 billion US dollars of reconstruction funding was needed per month. Every effort should thus be made to achieve an immediate ceasefire – both for the sake of the climate and to avoid further human suffering. Emissions from armed forces and military equipment cause considerable environmental harm around the globe. And yet, bowing to pressure from the US, military CO2 emissions were excluded from climate treaties such as the Kyoto Protocol of 1997 and the Paris Agreement of 2015. As a result, they do not form part of their binding agreements and are neither surveyed systematically nor published transparently. The consequent lack of data means we can only make vague estimates as to the military sector’s impact on global heating. According to a study by Neta Crawford, co-director of the Costs of War project at Brown University, the US defence ministry alone is a bigger contributor to the climate crisis than individual countries such as Sweden or Portugal. This makes it the largest institutional source of greenhouse gases in the world. Globally, the military sector is estimated to generate around six per cent of all CO2emissions.Germany’s roleWith its new €100bn fund for the military, Germany seems willing to countenance further far-reaching climate impacts. This military investment will tie up financial and intellectual resources, making it highly unlikely that the 1.5-degree target can be achieved. That countries wish to better protect themselves against potential Russian aggression is understandable. But the public debate around this issue needs to balance an uncertain increase in security against a reduction in our ability to fight climate change. The German military was already responsible for around 4.5 million tonnes of CO2 equivalent emissions in 2019, significantly more than the 2.5 million tonnes contributed by civilian aviation within Germany. This is now set to increase. Just one of the F-35 jets ordered from Lockheed Martin emits around 28 tonnes of CO2 equivalent per tank of fuel. For comparison: the average annual emissions footprint in Germany is 11.2 tonnes per head. The income from the sale of fossil fuels provides ongoing funding for Russia’s war of aggression. From 24 February to 24 April 2022, the country’s fossil fuel exports via sea routes and pipelines had an estimated value of €58bn. The EU accounts for 70 per cent of that total, or €39bn, while Germany is the largest single importer of Russian fossil fuels at €8.3bn worth. Our fossil fuel dependency is thus a factor in both the climate crisis and the invasion of Ukraine. And yet representatives of politics and business are using the war as an excuse to delay the necessary socio-ecological transformation. While corporations still stuck in the fossil fuel age – such as BP, Shell, and Saudi-Aramco – are posting record profits, the climate crisis continues apace. The likes of Rheinmetall and NATO chief Jens Stoltenberg may champion climate-neutral warfare using eco-friendly tanks and hydrogen fuel, but this is surely not the answer. Western armed forces, security experts, and arms manufacturers are well aware of the significane of climate change, as evidenced by the numerous security strategies, policy statements, and sustainability reports published on the subject in recent years. These outline ways to adapt to a changing climate while ensuring the doctrines of growth and hegemony are nonetheless defended against any and all resistance.Ceasefire nowTogether with the EU and NATO, Germany is preparing for scenarios such as war, environmental disaster, and influxes of refugees in order to ensure its foreign policy will still be fit for purpose and its security interests protected. A cynical approach given that the worst affected – those who, as some see it, Germany needs protecting from – will be those who have contributed least to global warming. And one that seems even more absurd when you consider that the environmental destruction brought about by military investment and resource-related conflicts will help to further heat the climate. At the same time, steps are being taken to reduce dependence on fossil fuels. Nonetheless, a Greenpeace report published last year demonstrates that the majority of all EU military missions have links to the protection of oil and gas imports. This dangerous relationship between fossil fuels, military missions, and war needs to end. More arms mean more damage to the climate, not greater security. Rising defence budgets among NATO states will simply convince Russia and China to increase military investment in turn. At $2.1 trillion, global arms spending has already reached record levels. As the war in Ukraine goes on, the biggest challenge of the 21st century – the climate crisis – has slipped down the agenda. We mustn’t forget, though, that efforts to tackle that crisis can only succeed if all countries – including Russia – work together. The immediate demand is for a ceasefire, followed by measures to build trust, such as international disarmament treaties. Moreover, Russia will need outside help if it is to transition to a climate-friendly energy industry. What’s required is a fundamental socio-ecological transformation, with policy-making dictated by the needs of all. That may seem inconceivable at present, but what’s the alternative? Unchecked global warming would be catastrophic for the planet’s entire population.

In the same way that it is difficult to say whether a single event in the last few decades marks Russia’s decisive breaking away from democratic path of development, it is difficult to say the same about the events of the last decade in Georgia. Nevertheless, this breaking away has taken place, although Estonia, the European Union, the United States, all Georgia’s Western friends have made powerless attempts to keep Georgia on track.Many observers think the turning point was July 2021, when Georgian Dream, the political party that has been in power since 2012, and is controlled by oligarch Bidzina Ivanishvili, unilaterally revoked an agreement with the opposition on Georgia’s political organisation and the future development of its governance.This agreement was signed on 19 April 2021. It was mediated by the European Union, represented by President of the European Council Charles Michel during the last stage of the negotiations, and the Ambassador of the USA in Tbilisi. The agreement provided for ending the opposition’s boycott of the parliament (the opposition had been boycotting the work of the parliament since the parliamentary elections held in October 2020, because they considered the elections dishonest), releasing of important political prisoners (like Chairman of the United National Movement Nika Melia), strengthening the role of opposition in the parliament, judicial reform, pausing the appointments to the Supreme Court until elections, and election reform, including (partial) depoliticisation of the Central Election Commission.Although part of the opposition did not join the agreement, the EU considered it an important step in saving Georgia’s democracy. Charles Michel said at the signing ceremony, “This agreement is the starting point for your work towards consolidating Georgia’s democracy and taking Georgia forward on its Euro-Atlantic future.”Georgia’s ‘Yanukovych moment’On 28 July 2021, the Georgian Dream announced that they would unilaterally leave the agreement, accusing the opposition of the situation. Before that, the Government had appointed several judges to the Supreme Court in contravention of the 19 April agreement, earning the discontent of the EU and the Embassy of the US.A number of politicians saw the annulment of the agreement as Georgia’s “Yanukovych moment”, a turning point like the refusal to sign the EU association agreement by former Ukrainian President Viktor Yanukovych who chose to pursue the policy of Moscow. It is possible to see similarities here, but the blurring of Georgia’s course towards the West, the decline of Georgia’s success story began much earlier. Actually, by July 2021, the relations between Europe and the Government of Georgia had been worsening for years. Although Europe did not want to admit it, and does not want to admit it up to now, the beginning of Georgia’s big troubles is connected with the coming to power of Bidzina Ivanishvili at the elections of 2011. This in its turn is directly connected with the Russian-Georgian war of 2008 and the course chosen by the West for resolving the post-conflict situation.As we remember, the ceasefire agreement between Russia and Georgia in August 2008 was mediated by the then President of France Nicolas Sarkozy. A six-point peace plan was signed, where Russians committed to withdraw all their armed forces to the positions held before 8 August, to allow international monitoring of the region, to grant access to humanitarian aid, and to open international discussions on the modalities of security and stability of South Ossetia and Abkhazia. In reality, the commitment to return armed forces to their usual quarters was met only by Georgia. Instead, a few weeks later Russia recognised the “independence” of South Ossetia and Abkhazia.Understandably, the dominating interest of the West was to pacify, to “diffuse” the conflict – even Sarkozy’s ceasefire agreement was called a plan to diffuse the conflict in official EU documents. And with this, diffusing of Georgia’s democracy began.Although Europe did not want to admit it, and does not want to admit it up to now, the beginning of Georgia’s big troubles is connected with the coming to power of Bidzina Ivanishvili at the elections of 2011.Russia’s military objectives in Georgia were about security policy as much as domestic policy: reversing Georgia’s course towards the West, ending Georgia’s aspirations to NATO membership, and bringing about a government in Georgia that would be more or less in line with Russia’s interests. In the opinion of the majority of the great powers, it seemed to be in the interests of the West to have a Georgia that would not cause a new conflict with Russia. Since the government of Mikheil Saakashvili (President in 2004–2013) had no intention of changing the country’s NATO course or of seeking a compromise with Russia on the issue of Georgia’s sovereignty, the result was a situation in which Saakashvili was controversially in the way of both Western peacemakers and Vladimir Putin.With the wisdom we have today, many have admitted that the West’s weak reaction to the annexation of Crimea encouraged Putin to take the next steps. Less has been spoken about the even weaker reaction to Russia’s invasion against Georgia.In the summer of 2008, too, the Russian escalation was visible to Western intelligence services: aggressive rhetoric, Putin’s threats in Munich and Bucharest in spring 2008 (“We’ll do you Kosovo”), troop build-up, and so on. Yet the main interest of the West in the aftermath of the war, about which Georgia repeatedly warned in the summer of 2008, was to calm down the situation and Saakashvili and save the face of the Russians, i.e., not to blame them.An example of this policy is the so-called Tagliavini Report, commissioned by the European Union, which had to analyse the causes of the war and assess the responsibility of the parties. The Report found that both sides were guilty, Georgia should not have “started” and Russia “overreacted”. In the background, there was the dissolution process usual at the time, where Brussels said to the Georgian government something like this: put up with this report, we can’t make Putin angry and we have to blame you a bit, but you can get four billion in aid from us and we’ll go on being friends.Mistakes of the WestIn March 2009, Barack Obama’s administration announced a “reset policy” in the US-Russia relations. In other words, seven months after an act of aggression against a sovereign state, in which part of the blame was placed on the victim of the aggression to pacify the aggressor, Washington gave a signal to Moscow that all was forgotten, or at least forgettable. And forgivable.At a post-war meeting between Russia and the United States, where the conflicts between the two countries were discussed, the final communiqué contained a point that the only serious disagreement was the issue of Georgia. Tbilisi was happy with it, not realising that the reset policy in the US-Russia relations is more important than the security interests of a small country.Ivanishvili’s rise to power in Georgia belongs, at least contextually, to the policy of reset and saving of Putin’s face. In 2011, the Russian reputation makers, and possibly the US ones too, had so successfully spread the tales about Saakashvili’s madness, the Germans and the French were so “tired” of Saakashvili’s aggressiveness, that everyone – Washington, Brussels and Moscow – breathed a sigh of relief when “that madman” lost the elections. When Urmas Reinsalu, who was the Minister of Defence of Estonia at the time, drew attention to Ivanishvili’s Russian connections in the Wall Street Journal, it caused a widespread outrage in both the US and Estonian foreign ministries.Distancing from the Western orbitSince the defeat of the Saakashvili’s government in the elections of 2011, Georgia has been ruled by in the style of oligarchic party government for, to put it simply, two periods. In the first period, which lasted until around the 2018 presidential elections, at some levels until Joe Biden was elected US President in 2020, the Georgian Dream was at least formally pro-Western, kept NATO and the EU course, and the relations with Russia were cool on the surface. At the same time, several important steps were taken that did not bring about any special setbacks in Brussels, but were most probably welcomed in Moscow.Already in 2012, the systematic harassment, imprisonment and driving to exile of Saakashvili-era politicians began. The West found that it had to be tolerated to a certain extent. Most of Russia’s agents were released from prison. Visa freedom with Russia was restored, and it was done unilaterally. It is in force also now – all who have Russian passport can go to Georgia without a visa for a year.From election to election, the use of taxpayers’ money in the campaign of the ruling party became more dominant; essentially, the Georgian voter has had no real opportunity for free elections since 2011. Formally it is possible, but due to the biased media picture, massive pushing from the authorities and sometimes also physical harassment of the opposition, it is in fact impossible.Seven months after an act of aggression against a sovereign state, in which part of the blame was placed on the victim of the aggression to pacify the aggressor, Washington gave a signal to Moscow that all was forgotten, or at least forgettable.Ivanishvili’s clan also started taking over the economy. Initially, this was seen as almost inevitable; under Saakashvili, too, the government had its favourites, and when they were pushed aside, the majority of the voters really had nothing against it.Georgia’s quiet distancing from the Western orbit became more apparent in 2014. The reactions of the government of Georgia to the annexation of Crimea and Russia’s aggression in Donbass were extremely reserved. There were no contacts between Kyiv and Tbilisi, while the whole East Europe, Georgia’s old friends were doing all they could to support Ukraine. The first phone call between Prime Minister of Georgia Bidzina Ivanishvili and President of Ukraine Petro Poroshenko after the annexation of Crimea took place in 2015, when Ivanishvili demanded the extradition of Saakashvili, who was working as an adviser to the Ukrainian government, to Georgia.Ukraine and Georgia essentially parted ways from 2014. The former tandem, who tried to get into NATO together and were mentioned in the final document of the Bucharest Summit in 2008, have since then been in somewhat different camps at official level. At the same time, a number of the Saakashvili-era Georgian officials have found employment at the Ukrainian government, working in the areas of law enforcement, anti-corruption and judicial reform. Since 2014, an entire unit of Georgian volunteers has been fighting in Ukraine, and it was on the basis of the Georgian Legion that the Ukrainian International Legion was created in February this year. At the same time, since the beginning of the new phase of the war, the Georgian government has prevented Georgian volunteers from going to war in Ukraine.Ivanishvili as the grey cardinalThe internal political situation that prevailed in Georgia after transition of power in 2011 changed at the beginning of 2021 at the latest. Maybe the historians will one day find out what exactly caused this change. Probably, it came about due to both domestic and foreign policy factors.On the one hand, the domestic political situation had been becoming increasingly tense, the opposition was increasingly critical. The opposition does not recognise the results of the parliamentary elections of October 2021, and since then, part of the opposition has been boycotting the parliament.Europe was increasingly dissatisfied with the stalling of reforms, and the government may have felt that a heavier hand was needed to stay in power. At the same time, after Joe Biden’s election victory, Putin probably began to actively prepare for war in Ukraine as well as to neutralise potential opponents of war from neighbouring countries.2021 began with Ivanishvili’s declaration that he was resigning from politics. Formally, he has not held any political office since then, but no one who knows Georgia seems to think that he does not continue to control the country.Decline of Georgian democracyWith the resignation of Prime Minister Giorgi Gakharia in February 2021, a new and significantly more aggressive period began in Georgia. Gakharia, who has now also left the Georgian Dream to form his own political party, ostensibly resigned because he did not agree with the decision of the Georgian Dream to jail opposition leader and chairman of the United National Movement Nika Melia. Ivanishvili, who formally is not involved in politics, replaced Gakharia with his old ally and confidant Irakli Garibashvili. Garibashvili was the Prime Minister also in 2013–2015, but resigned due to his extreme unpopularity both in Georgia and in the West.Melia was sent to prison; in May 2021, the principal owner and head of the opposition-minded Mtavari TV Nika Gvaramia was also jailed. The founder of this TV channel and opposition politician Giorgi Rurua was already waiting for him there. Since then, the decline of Georgian democracy has become faster. The government is imposing control over the judiciary and constitutionally independent institutions (such as the national ombudsman and the election commission), the special services are taping opposition politicians and journalists and publishing the tapes selectively in the media, the government is harassing civil society.Georgia has officially taken the position that it will stay out of the war and accuses the USA of trying to draw Georgia into the war against Russia.Rapid deterioration of relations with the European Union began, culminating in the withdrawal from the so-called Michel’s agreement. The government also began to condemn openly, aggressively and offensively the restrained criticism of Georgia by both Europe and the USA. When the European Union announced after July 2021 that Georgia would no longer qualify for a loan meant for judicial reform, the Prime Minister of Georgia said that Georgia would refuse the loan and was not interested in criticism from Europeans. “But who exactly is the European Union?” asked the Minister of Defence of Georgia when a journalist interviewed him about the EU’s criticism towards the government of Georgia in September 2021. In the summer of 2021, it was found that the Georgian secret services had secretly also recorded the phone calls of Western diplomats. The representative of the Georgian government called the outrage expressed over this “overstepping the boundaries of the Vienna Convention”.The future will be decided in UkraineAfter 24 February 2022, the situation has changed for the worse. Georgia has officially taken the position that it will stay out of the war and accuses the USA of trying to draw Georgia into the war against Russia. There is a nearly constant public and hostile exchange of words between the US ambassador and the representatives of government and parliamentarians of Georgia.On the other hand, at the beginning of the war, Russia lifted several sanctions on Georgian agricultural products. Business between Russia and Georgia is thriving: Georgian goods are flowing to Russia and Georgian ports service Russian goods. According to Transparency International, more than 6000 companies with Russian owners have been registered in Georgia since the beginning of the war in Ukraine. Recently, a group of Ukrainian parliamentarians accused Georgia of helping Russia evade sanctions. In June, an adviser to Ukrainian President Volodymyr Zelenskyy made a proposal to the US Congress to impose sanctions on Ivanishvili for violating the policy of sanctions against Russia.With such a policy, the government of Georgia has probably lost quite a lot of its already low support among the Georgian voters. Public support for Ukraine is general among Georgians, and the biggest demonstrations held this year have been against the war.The European Union took its first bold step in June, when the Summit decided to grant the status of candidate country to Ukraine and Moldova, but not to Georgia. The government’s criticism of Europe in reaction to this decision most probably did not convince the Georgians. An absolute majority of the Georgian people still support the accession to both the EU and NATO.

Last week’s decision by the governments of Germany and France to postpone their joint biannual Cabinet meeting sent waves of comments about the future of the bilateral partnership.Some media in both countries even went as far as predicting the possible demise of French-German cooperation. Yet, at the same time, they largely ignored that President Emmanuel Macron and Chancellor Olaf Scholz will still meet this Wednesday, over a working lunch aimed precisely at dispelling misunderstandings between the two parties.In the midst of the confusion and the perplexity that have followed the postponement of the Cabinet meeting, it would be futile to deny problems in today’s relations between Germany and France. Too many grievances have been aired recently between the two capitals to pretend that all is fine. But are we really witnessing the chronicle of a death foretold or is it more a partnership in need of profound revision?For many observers, the piling up in the last months of diverging views between the two nations in so many areas—defense projects, the gas price ceiling, the sub-Mediterranean pipeline, state subsidies to enterprises, Chinese investments in Europe—has not only brought the cooperation between Berlin and Paris to a standstill, as illustrated by the postponed Cabinet meeting; it has also epitomized the vulnerability of a partnership that critics say has lost its efficiency and perhaps its purpose.According to these same commentators, the belief in necessary and useful French-German cooperation should be questioned when a new balance of power is emerging inside an enlarged EU and at a time when Germany itself is experiencing major changes in the very foundations of its economy and foreign policy.With a fundamentally transformed Europe comes the perception of a Franco-German partnership that is structurally flawed and increasingly outdated.Naturally, official voices on both sides of the Rhine are contesting this interpretation. And some well-versed commentators on French-German politics are quick to underline that relations between Paris and Berlin have never been a smooth affair.The coming into office of new governments alternatively in each capital has traditionally brought laborious periods of adjustment. Today, the so-called traffic light coalition in Germany is no exception and requires time to adapt.More substantially, deep divergences in the two countries’ interests have been there from the start. In fact, they are at the heart of the Franco-German partnership and can even be considered its raison d’être. It is precisely because former French president Charles de Gaulle and then German chancellor Konrad Adenauer understood early on the depth of divergences in their national interests that they decided in 1963 to work on an enduring partnership.From the opposition over the completion of the EU’s Common Agricultural Policy to the birth of the euro or the new voting rights that favored Germany, the European integration process has seen Paris and Berlin overcoming time and again their deep-rooted differences to shape bilateral compromises that could be endorsed by all European states.If anything, the existential merit of the Franco-German partnership has been precisely to understand that the diverging interests between the two countries usually embodied the overall substance of the discussion at the European level.Agreements between Berlin and Paris therefore paved the way to solutions acceptable to all European partners. No doubt this prominence has stirred complaints from union members but, when faced with a collapse of French-German collaboration, the same members were the first ones to call for fence-mending between the two countries.This contribution of the Franco-German partnership to the EU’s progress still stands the test of time. Additionally, the enlarged EU has little to do with the reasons behind today’s grudges between Paris and Berlin.If there is one major complaint addressed in Paris to the Scholz government, it is that of a selfish Germany displaying too little solidarity for its EU partners.As for the criticisms addressed to France, they seem equally to blame French traditional eagerness to lead defense projects and distance Europe from U.S. leadership.So, what is missing today in the collaboration between Berlin and Paris that can explain that feeling of under-delivery? Perhaps it is the more substantial and free-flowing conversation at all levels of state institutions to build a deeper understanding between the two sides.Contacts at the highest political level are indispensable, but they are not enough to get messages through and have decisions implemented. More efficient working methods need to be applied with team leaders appointed on specific cooperation projects to keep them under constant review and deliver tangible results according to plans.At the same time, France and Germany should pay more attention to their Central and Eastern European partners’ concerns and misgivings. For that purpose, the Weimar Triangle—a format between France, Germany, and Poland—could be more often used and eventually enlarged.Accusations of “Franco-German imperialism” in some Eastern European capitals are exaggerated, but the misunderstanding they articulate must be heard.In the end, it is a revival of the partnership between France and German that is needed today—not a drifting apart of the two countries.

China’s silence towards the European Union’s electric vehicle probe could mean that a more harmful retaliation is on its way During her State of the Union address on 13 September, European Commission President Ursula von der Leyen announced that the European Union would undertake an anti-subsidy probe against the Chinese electric vehicle (EV) sector. This signalled a major step in the EU’s shift to a more aggressive trade defence against China and raises the question of how China will react, given the importance of the Chinese market to key sectors of the European economy (including the auto and luxury sectors), and also given China’s crucial role in providing goods to the EU for the green transition? An EU-China High Economic and Trade dialogue on 25 September in Beijing, between EU Trade Commissioner Valdis Dombrovskis and his Chinese counterparts, may have given a glimpse into China’s mindset. There were fears Chinese officials would respond aggressively to von der Leyen’s announcement during Dombrovskis’s visit but this was not the case. Nevertheless, the silence may be deceptive. Three main factors should be taken into account when considering potential Chinese retaliation. Subtle but harmful retaliation First, China might file its own anti-subsidy investigation at the World Trade Organisation against key European sectors. This would not be difficult since Europe has ramped up its subsidies massively since the pandemic, and more recently has attempted to gain more ‘strategic autonomy’ in sectors including semiconductors. There is very little the EU can do about this potential retaliation, which would be costly for the sectors targeted and for the EU’s image as a free-trade and WTO champion. Second, China could try to persuade EU governments that the Commission-led investigation should be withdrawn. A similar probe happened in early 2014, when the EU launched an anti-subsidy investigation into solar panels produced in China. President Xi Jinping visited then Chancellor Angela Merkel right after the anti-subsidy investigation was announced. Subsequently, the issue was settled quickly, with the Commission withdrawing the case from the WTO. Based on this previous experience, China might prefer to take up the issue bilaterally, possibly with Germany again, rather than enter discussions with the Commission. But a major difference this time is the relative importance of the auto sector in the EU compared to solar power. The auto sector accounts for 14 million jobs in Europe and a good part of the EU’s exports. Exports of cars and components are heavily concentrated in a few EU countries, especially Germany. These exports to China have plummeted in 2023, with a close to 30% drop, and Chinese competition in third markets and even the EU market, has become much more intense. Third, also unlike the solar-panel probe, it is the Commission and not the sector being harmed that has filed the case. It will be harder for the Commission to withdraw the investigation because it would lose credibility. Merkel decided to accommodate Xi Jinping’s request in 2014 because she wanted to save the auto sector, even at the cost of hurting a smaller part of the German economy – the solar panel companies. The new investigation aims to protect the automotive sector. There could be consequences for major European auto companies producing electric vehicles in China, but jobs in Europe are now more important than the future of those companies in China. In any case, the future of European manufacturers is bleak; they seem to have already lost the EV race to their Chinese competitors. China will find it much harder to move the EU away from its decision to pursue an anti-subsidy investigation, differently to what happened in 2014. Lessons to learn There might be a lesson for Europe in what happened to Apple in China in September. Days before Apple’s launch of its new iPhone 15, Huawei launched its Mate 60 with upgraded functionalities which require high-end semiconductors. Beyond raising doubts about the effectiveness of US-led export controls on advanced semiconductors, this announcement constituted a direct challenge to Apple’s phone sales in China. Chinese officials were also prohibited from using iPhones and rumours spread in Chinese media in advance of the Apple launch about the underwhelming quality of the iPhone 15. Investors dumped Apple stock globally and the company lost about 6% of its value in a few days. China’s retaliation against the Commission’s anti-subsidy investigation might not be as direct and transparent, but it will still be harmful and might offer less room for the EU to respond. Europe’s strategic dependence on China is greater than in 2014 and this probe has the potential to cause a bigger fall-out for the EU. China has strengthened its position as a global power and uncompetitive behaviour could hit European core sectors harder because China has more power to retaliate. On the flip side, the stakes are higher for the EU given the importance of the auto sector in terms of jobs and exports. For that reason, China may not manage to deter the EU’s investigation as easily as it did in the past. But this may prompt China to threaten even larger retaliation.

Pedro Sánchez, Spain’s incumbent prime minister, was sworn into office for the third time on 17 November 2023. He once again heads a minority coalition government. This time, it includes the prime minister’s Socialist Party (PSOE) and Sumar (Sum or Add Up), a new left wing political platform launched by Yolanda Díaz, the incumbent and continuing labour minister and second deputy prime minister. While clear continuities exist, there are important changes regarding the junior party partner in the coalition. Sánchez’s previous cabinet, formed in 2020, included the radical left Unidas Podemos (United We Can), an alliance of Podemos and the United Left, the latter centred around the Spanish Communist Party. After much public discord, the weakened Podemos joined the Sumar alliance for the July 2023 parliamentary elections. Yet none of Sumar’s five ministerial posts (out of 22 total) in the new government went to Podemos. While Díaz hails originally from the United Left, Sumar is a more moderate ally for the Socialists, at least in terms of the likely tone and style of its government representatives. It remains to be seen how the disgruntled Podemos, with 5 of Sumar’s 31 seats in the Congress of Deputies, will affect governance and Díaz’s nascent platform. Continuing the practice on the political left of gender parity or majority women cabinets, the new government has 55 percent women ministers, four of whom are also deputy prime ministers. This government also confirmed Spain as a world leader in minority cabinets. Since Spain’s return to democracy in 1977, 75 percent of its cabinets have been minority ones, meaning the party or parties in the cabinet do not control a majority of seats in the parliamentary chamber to which the government is responsible. While Spain is used to making these cabinets (mostly) work, this may be the most complicated governing scenario to date. The leftist government faces a political right that is strong, angry, and mobilized—though this both challenges and serves as a buttress that could fortify the new government. The conservative Popular Party (PP), led by Alberto Núñez Feijóo, won the most votes and parliamentary seats in the July election, two percentage points and 14 seats more than the Socialists, yet far from a majority. As was already clear when the election returns came in, the PP candidate could not cobble together enough votes in parliament and failed in his attempt to become prime minister in September 2023. He received the votes of the PP, the far-right party Vox (Voice in Latin), and two representatives of right-leaning regional parties. Feijóo’s defeat was, in part, due to his party’s proximity and expected governing alliance with Vox. The political right is also strong in local and regional governments in Spain. Following the May 2023 subnational elections, the Popular Party leads 11 of Spain’s 17 powerful regional governments—in five it governs jointly with Vox. The Socialist Party only leads three regional governments. And the PP has a majority in Spain’s upper, though weaker, chamber of parliament, the Senate. The right has questioned Sánchez’s legitimacy, persona, and alliances stretching back at least to 2018 when he replaced PP Prime Minister Mariano Rajoy, whom parliament removed in a constructive vote of no confidence. Sanchismo has become a popular buzzword the right uses to capture its disdain for the prime minister. Nonetheless, the anger and mobilisation on the political right, particularly from Vox and its supporters, but also from the PP and its supporters, peaked once it became public that Sánchez and the PSOE would support an amnesty for those involved in the 2017 Catalan independence push, despite Sánchez’s prior opposition to an amnesty and his claim that it would be unconstitutional. An amnesty was part of a deal to gain the support of pro-independence Catalan parties, ERC and Junts per Catalunya (Together for Catalonia), for Sanchez’s election as prime minister. The controversial leader of Junts, Carles Puigdemont, who resides in Brussels to escape Spanish judges, and would be the main beneficiary of an amnesty, has forewarned that the party’s support for the new government depends on clear advances in the devolution of central state powers to Catalonia and the recognition of the Catalan national identity. Amid significant societal division over the agreement, far right groups, in Trumpist style, engaged in violent protests in front of the PSOE’s headquarters. Protesters frequently showed support for Francoism and denounced what they considered to be a coup-d’état by the parliamentary majority. The extremist tone has put the PP in an uncomfortable position – it has attempted to calibrate its response via numerous demonstrations, expressing firm opposition while also trying to avoid being linked to the autocratic values visible at other demonstrations. The agreement with Junts also met with unprecedented criticism in judicial circles, particularly furious because the agreement mentions alleged lawfare, in reference to what Catalan nationalists view as an excessive legal response to the Catalan push for independence and its leaders. In contrast, most of the electorate that supported the parties of the new majority are relieved that the right-wing forces did not take control of the Spanish government, even though 40 percent of the PSOE voters are against this amnesty. To pass legislation (and survive), the government will need to consistently forge agreements among the government partners and with a diverse set of regionally based parliamentary allies. The latter include Catalan separatists on the left (ERC) and right (Junts), the centre-right Basque Nationalist Party, the Basque left-wing separatist EH-Bildu, the Galician nationalist and left-wing BNG, and the centre-right Canary Coalition. The government has almost no margin. Jointly these parties’ votes add up to 179, only three votes over an absolute majority. The Catalan Junts, with seven seats, is the most significant wildcard. While relative majorities of more yes than no votes are sometimes sufficient in Spain’s parliament, the opposition sums 171 votes. The most relevant ministers that have surrounded Sánchez since he became prime minister remain in the new cabinet, ensuring continuity in the main policy areas (finance, security, external affairs), although the influential minister of economy, Nadia Calviño, is expected to leave the executive in the coming weeks to become President of the European Investment Bank. The newcomers are expected to provide loyalty and a leftist hue to the government agenda, seeking to maintain their voters’ support in a polarised environment. This may be particularly significant in the new legislative term since the new executive will face more dilemmas when negotiating the policy agenda with its parliamentary partners. It will need to rely more on right-wing parties (PNV and Junts) than the prior government. Policy contradictions among the government’s allies will necessarily arise as many of them (PNV and EH-Bildu, Junts and ERC) are electoral opponents that will compete in the regional elections in the Basque Country and Catalonia in the coming months. We’ll need to wait and see how well the Spanish prime minister can live up to the spirit of his book, published four years ago, Manual of Resistance. Keywords government spain pedro sánchez spain prime minister socialist communist party democracy elections

Emmanuel Macron has just completed a state visit to the United States of which everyone, both on the American and French side, is pleased with the success. In the entourage of the French president, it is put forward that it was a state visit, therefore of primary importance in the protocol order. France also highlights that this was the first state visit by a foreign head of state to the United States since Biden's election, demonstrating the good relationship between the United States and France. . But it is always embarrassing to note that European countries systematically boast of being Washington's favorite, when the United States never boasts of maintaining good relations with a European country. This testifies to a recognition, on the part of Washington, of the peripheral status of European countries in relation to the United States. Sumptuous dinner in the gardens of the White House, successful visit to New Orleans to highlight the French-speaking world, celebration of unity against Russia in Ukraine… Some unfortunate subjects were nevertheless on the program, particularly on the economic level. . There was indeed talk of the US plan called the Inflation Reduction Act amounting to 370 billion dollars aimed at supporting the greening of the US economy, which, in the words of Emmanuel Macron, is “hyper-aggressive”. We can only be pleased that the United States is greening its economy. Moreover, at first, the President of the European Commission Ursula von der Leyen congratulated the United States for embarking on such a plan. But very quickly, France, Germany and European countries in general realized that this plan risked having extremely negative consequences on a European industry already in bad shape. Indeed, industrialists, regardless of their nationality, can recover up to 40% of their investment if they invest in the United States or in countries that have free trade agreements with them, namely Mexico. and Canada. The great fear of Europeans, exacerbated by the fact that the continent is already experiencing an economic crisis due to rising energy costs, inflation and an industry that is generally not doing very well, rests on the fact that American industrialists present in Europe can return to the United States to benefit from this aid, and even more so that European industrialists drop their investments in Europe to direct them to the United States. Some big names in European industry, particularly Germany, have already threatened to do so, also because of the extremely attractive cost of energy in the United States. Emmanuel Macron made very strong statements on this subject before his visit. This would have, according to him, allowed him to be heard by the American president. Heard okay, but not sure he was listened to. Joe Biden has indeed said that the United States does not apologize, that he does not apologize. He made no concessions to the demands of European politicians. Emmanuel Macron did not return with any tangible results. In the interview he gave to Le Parisien on Sunday December 4 on the plane that brought him back to Paris, Emmanuel Macron declared that American officials had told him that their objective was not to weaken European industry. If the goal is not this, it could be the result. Let's hope that this trip will have at least made it possible to awaken European consciences in the face of this danger for their economies. Once again, Europeans are lagging behind American decisions. Emmanuel Macron declared that for the moment no European voice had been raised against this American law. He is right, but we must now take action and not be content with good words, as was the case after the AUKUS affair. Joe Biden then assured Macron during a reconciliation meeting in Rome that the Americans would not do it again. France, which had recalled its ambassador to Washington, then sent him back. Not much had happened then. France and Europe cannot simply be satisfied with comforting, even anesthetic words from the Americans if they are not accompanied by concrete gestures and positive results. In reality, the United States defends its national interests, they are right to do so. Not acting in the same way, because divided and paralyzed, it is the Europeans who are at fault. There is not a “Buy European Act” like there is a Buy American Act. China on the one hand, the United States on the other really defend their interests, Europe does not. When France evokes the idea of defending the national interest against the United States, Paris is quickly accused of anti-Americanism. On the other hand, the United States is not accused of anti-Europeanism when it defends its national interest vis-à-vis Europe. Joe Biden is on the way to achieving what Donald Trump wanted to do, but he is doing it slowly. Donald Trump banged on the table, threatened and insulted, Joe Biden speaks in a soft and calm voice and assures Europeans of his friendship. We have often heard that it is time to get out of naivety about Russia or China. It may also be time to do it with regard to the United States because through such legislation they are not treating Europe as an ally. If the transatlantic strategic alliance is undeniable, especially in the face of Russian aggression in Ukraine, the relationship remains, from a commercial and economic point of view, a competition. With this plan, this competition is no longer quite fair from the United States. It is essential to be aware of this in Europe. From a strategic point of view, the Europeans are paralyzed by the Russian military threat, they think that only the United States can defend them against this threat and that it is worth some concessions. But in fact, there is no major Russian military threat to European Union member countries. Indeed, Russia is proving unable to conquer the Donbass as a whole, and fails to control the territories it has illegally annexed. This makes the prospect of an attack on Western Europe difficult to envisage. The Russian military threat is therefore certainly to be put into perspective. It is not a question of doing so regarding the aggressive intentions of Vladimir Putin, but of measuring this threat from a capability point of view. If this military threat is more supposed than real, then this does not imply neglecting European economic and commercial interests to benefit from American protection. Emmanuel Macron therefore issued a warning cry. Now we have to take action.