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Diplomacy
June 10, 2024 Washington DC President Joe Biden hosted the 10th Juneteenth celebration, which Vice President Kamala Harris

Joe Biden faces the record of his foreign policy

by Romuald Sciora

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском After his visit to France, which is taking place these days, a crucial NATO summit, scheduled in Washington from July 9 to 11, awaits the American president, who, soon to end his term, must face the sad record of his foreign policy. Obviously, if we compare him to Trump, who was nothing but chaos and incompetence, there is no comparison. Nevertheless, if we are somewhat honest, we must recognize that the Biden years, as far as international affairs are concerned, will have been cruel. Cruel for America, which will have seen its influence diminish even more, and for the Western bloc in general, dragged along by it, to which the global South has ceased to give credit, in particular because of the double standards practiced in Gaza and Ukraine. The first major error was to condition the return of the United States to the Iranian nuclear agreement on Iran's strict compliance with the terms of 2015 and on new negotiations on ballistic missiles. While it was the United States that unilaterally withdrew from the Joint Comprehensive Plan of Action (JCPOA), the Vienna nuclear deal with Iran, under the Trump administration in 2018, leading Iran to increase its uranium enrichment and reduce its cooperation with the International Atomic Energy Agency (IAEA), it would have been more adroit for the Biden administration to make a gesture of goodwill towards Tehran by first returning to the agreement before making its legitimate demands. This would have changed nothing in substance, but everything in form, and we might not be here today. As imperfect as the agreement wanted by Obama was, and as unpleasant as the Mullahs' regime is, the JCPOA at least had the merit of having stabilized the region somewhat. Joe Biden's second mistake in international policy, this one of historic magnitude, of course concerns Ukraine. Readers of these correspondences know that, as the son of a Ukrainian woman and with family not far from the front line of the Minsk agreements, I condemned the illegal invasion led by Putin, a mafia president if ever there was one, on February 24, 2022. They may also remember that I pleaded, at the beginning of the war, for a “muscular” response from NATO, namely the creation of a no-fly zone over Ukraine, as Zelensky had requested. This was, in my opinion, the only way to calm things down and bring the Russian president, whose army had proven incapable of reaching kyiv, to the negotiating table. This is not the option that Washington has chosen. Instead, it has decided to arm the Ukrainian forces and push them to continue and continue a war that they will probably, and unfortunately, not be able to win, neither in the short term nor in the medium term – the long term does not exist since they will probably be abandoned by America by then –, due to a lack of sufficient men and equipment. Since we knew that without the risky deployment of allied troops on Ukrainian soil, which would probably have led to a new world war, the battle was lost in advance, it was irresponsible not to invite Volodymyr Zelensky to negotiate when, in the fall of 2022, Ukraine found itself, if not in a position of strength, at least in a favorable position in the Donbass. A missed opportunity that may not come again. The Ukrainian defeat that seems to be looming would therefore not only be that of Kiev, but also that of the policy of an American president trapped in the prism of the Cold War. This policy, devoid of strategy, will have consisted largely of waging a proxy war with Russia, without any precise objective, other than that of pushing Ukraine to fight until an improbable “final victory”. Finally, third and fourth significant errors: the visionless approach to the Israeli-Palestinian conflict, adopted by the 46th President of the United States throughout his term, who has never really tried to relaunch the peace process and the two-state solution, as well as his lack of consistency in his relationship with Benjamin Netanyahu, whom he nevertheless detests. A lack of consistency that led Joe Biden and his entourage to condemn the massacres committed by the IDF in the Gaza Strip while providing it with the weapons necessary to perpetrate them and which forced the United States to build an artificial port at more than 320 million dollars in order to deliver humanitarian aid to the Gazans, because Israel subjects land access points to drastic controls. Other inconsistencies in current American diplomacy could be noted, such as the sanctions against Cuba, decided by Trump and maintained by his successor, who, however, when he was vice-president, had been at the origin of the resumption of relations with Havana. But the image that will remain indelibly attached to Biden's international policy, and which will have set the tone for the majority of Americans, is the debacle in Kabul in August 2021. Biden is obviously not responsible for the Afghan disaster as a whole, but this unprecedented rout of American power is his work and bears his signature. While nothing was forcing the United States into haste, it was he who stubbornly clung to the August 31 date to conclude the American withdrawal negotiated by his predecessor. This chaotic end was then perceived as a humiliating defeat, revealing the failure of American foreign policy and the mismanagement of conflicts. Paralyzed in front of their screens, the American people saw their military power, a power that they were told was unparalleled in human history, thwarted by "peasants armed with Kalashnikovs and riding mopeds," to quote a television commentator. Joe Biden is a sincere man, full of good intentions, but a man who is definitely a prisoner of the past and therefore overwhelmed by the geopolitical challenges of today's world. In the Ukrainian crisis, he has led America and its allies into a deadlock, while his adversaries have consolidated a Sino-Russian bloc, allied with North Korea and Iran, and supported by South Africa, as well as many other states around the world, perhaps even India. The November election will obviously not be played out on the international stage, but this theme will nevertheless be present in the debates. Joe Biden will then find himself confronted with a record that few of his predecessors suffered while campaigning for re-election. To find a similar situation, we have to go back to the time of Jimmy Carter.

Energy & Economics
Downing Street, Westminster, London July 5, 2024, Sir Kier Starmer elected as the new Prime Minister arrives in Downing Street.

The six most urgent problems facing the UK that Starmer’s new government needs to fix

by Alex Nurse

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском Keir Starmer’s Labour party has won the UK general election in a landslide. Its huge majority should, in theory, give Starmer the clout to see through most of his political agenda. But in reality, the victory celebrations might prove short-lived, given the size of the challenges in front of him. When Tony Blair came to power in 1997, he inherited a strong economy and a tide of booming national optimism. Starmer, by contrast, inherits an economy in the doldrums and a mandate seemingly more motivated by a desire to remove the Conservatives than by enthusiasm for Labour’s manifesto. The new cabinet will be faced with an array of problems demanding immediate attention. What one senior Labour official has reportedly dubbed Sue Grey’s “shit list” spans multiple government departments, from education to justice to infrastructure. Looking at these problems in turn, we might ask: is the party over before it’s even begun? 1. Thames Water The UK’s largest water company is in a deep financial hole, with more than £18 billion of debt, evaporating investment, and a long-running standoff between shareholders and the industry regulator, Ofwat, over the paying of dividends. This, combined with the considerable investment required to overhaul Thames Water’s creaking infrastructure, has put the company on the brink of collapse. Ofwat is expected to publish its plan for the water industry on July 15, less than two weeks into the new government’s first term. The regulator is expected to rule out allowing Thames Water to raise bills as it had planned to. If so, or if Ofwat insists that infrastructure pledges be met, then Starmer might well have to consider an expensive nationalisation of this water company. 2. Overcrowding in prisons According to the Prison Governors’ Association (PGA), prisons in England and Wales are 99% full. With knock-on effects for the court system’s ability to hear cases and pass sentencing, the PGA warns that “the entire criminal justice system stands on the precipice of failure”. Labour has promised to reform the planning system so prisons are designated as sites of national importance, meaning it can build more of them. However, it will still take years to yield the 20,000 extra jail places Labour has pledged. And even if this does happen, there is no clear consensus that simply increasing capacity will solve all the problems, without similarly resourcing the rehabilitative arm of the Prison Service. The obvious solution to creating more capacity in the short term is early releases. This can include prisoners nearing the end of their sentences and those who are deemed of low risk to the public. Currently, judges are also being asked to consider their sentencing options. 3. Public sector pay negotiations Given Labour’s historical links with the major public sector trade unions, including Unite and Unison, public sector workers may be hoping that the new government will counter 14 years of pay stagnation under the Conservatives. However, early on in the election cycle, it became clear that some unions were not happy with Labour’s manifesto. Unite refused to endorse it and the new chancellor, Rachel Reeves, has made no effort to suggest money will flow more freely while she heads up the Treasury. With inflationary pressures easing and interest rates predicted to fall by late summer, some will argue that the case for pay rises is dissipating. Yet for others, lack of action on pay will be an admission that Britain’s standard of living has slipped permanently. 4. Universities going under The financial crisis in England’s universities has long been brewing. Many are faced with a precipitous collapse in overseas student numbers and an accompanying loss of income – a problem compounded by their overall operating loss when providing for home students. Home tuition fees have barely risen since the £9,000 fee was introduced in 2012 – while in real terms they have dropped by a third. The £9,250 universities now receive for each home student compares badly with the actual cost for teaching a student, which is calculated at £12,000. Many universities are wrestling with high interest rates and a slowdown in the property market, making loans taken out on capital investments increasingly difficult to pay. Some politicians have called for domestic tuition fees to be raised. However, as Nick Clegg and the Lib Dems can attest, tuition fees are one of the “third rails” of British politics – touch it and you die. Starmer is left with only two realistic options: get rid of the limits on international student numbers, or significantly revisit the way universities are funded – but again, this would require throwing money at the problem. As with other aspects of its manifesto, Labour has been vague on its proposals for higher education, perhaps in an attempt to leave all options on the table. 5. NHS funding shortfall The health service currently has a budget shortfall of £12 billion. This reflects multiple challenges – from treatments getting more expensive and crumbling infrastructure to ballooning waiting times and disputes over pay. Although Labour has seemingly recognised that funding is important, its manifesto refused to put a number on how much it would commit. Instead, the pledges were accompanied by promises of modernisation and reform to improve the service. The Institute for Fiscal Studies estimates Labour’s pledges to be worth £1.8 billion – way short of the required amount. The state of the NHS is a constant litmus test for any government, so addressing this will always be a top priority. However, with meagre public finances, it might be easier said than done. 6. Failing local councils Local authorities in England have been among the worst affected by the Conservative programme of austerity. Eight have declared effective bankruptcy since 2018, and one in five say they could follow suit without intervention from central government. So far Labour, like the other parties, has not said how it plans to address this, but Starmer cannot afford not to. The more councils go bankrupt, the more people will struggle to access the basic everyday systems they rely on, which are funded by local government. As with universities, there is a strong case here for reform. English local government is among the most centralised in the western world, with tight restrictions on financing and budgets. Ultimately, the UK is in an economic rut and many of the things that might get the country out of it require one thing: money. Starmer has pledged fiscal discipline while also eschewing a return to austerity. There are clear contradictions to this approach which mean that at the minute, the sums don’t add up.

Diplomacy
EU, USA and Russian flags with chess pieces symbolizing the conflict and control of Ukraine

The Geopolitics of the War in Ukraine. (Is Geopolitics Still Relevant?)

by Krzysztof Śliwiński

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском *This is an abbreviated version of the same paper published by the author at: Śliwiński K. (2023). Is Geopolitics Still Relevant? Halford Mackinder and the War in Ukraine. Studia Europejskie – Studies in European Affairs, 4/2023, 7-25. DOI: https://doi.org/10.33067/SE.4.2023.1 Abstract This paper starts with an assumption that Geopolitics, understood as one of the great schools of International Relations, is not only still relevant but, indeed, should be one of the essential items in the toolkit of any student or policymaker who peruses the challenging and ever eluding realm of international security. It draws chiefly on the Heartland theory of Halford Mackinder to explain the dynamics of contemporary European Security in general and the ongoing war in Ukraine in particular. The analysis leads the author to a pair of conclusions: firstly, that the conflict in Ukraine is unlikely to end anytime soon and, perhaps more importantly, that the outcome of the war will only be one of many steps leading to the emergence of the new, possibly a multipolar, international system and consequently, and more obviously, a new security system in Europe, which will be strongly influenced by Germany rather than by the United States as before. Keywords: Geopolitics, Heartland, Europe, Security, Ukraine Introduction In the wake of the outburst of the war in Ukraine, the members of the European Union agreed on an extensive package of sanctions against various Russian entities and individuals connected to Vladimir Putin, the president of Russia. Until the attack against Ukraine, the EU had been "muddling through" with numerous countries pursuing their national interests, shaping their individual foreign and security policies, notably vis-à-vis Russia. The attack reinvigorated calls from E.U. bureaucrats for more unity and an actual common defense. EU's chief diplomat Joseph Borrel, during an extraordinary plenary session of the European Parliament on March 1, 2022, urged the European Parliament’s MPs to "think about the instruments of coercion, retaliation, and counterattack in the face of reckless adversaries. […] This is a moment in which geopolitical Europe is being born", he stressed (Brzozowski, 2022). Heartland theory – Geopolitics 101 As an analytical tool, geopolitics has been used since the 19th century. Its reputation was tarnished as a consequence of the policies of the Third Reich before and during WWII. Yet, it is considered a worthy approach that allows explanations that specifically look at the nexus between states' foreign and security policies and their geographical location in a historical context. Geopolitics is one of the grand theories of international relations (Sloan, 2017). Fundamentally, rather than treating states as separate, alienated geographical organisms, geopolitics allows us to look at a broader picture, including regions or even the whole globe, thus making it possible to account for interactions between many states functioning in particular systems defined by geographical criteria. Today's war in Ukraine occurs in a vital region for the European continent – Central and Eastern Europe. One of the founders of Geopolitics, a scientific discipline – Halford Mackinder (British geographer, Oxford professor, founder and director of the London School of Economics) proposed an enduring model in his seminal publication at the beginning of the 20th century - The Geographical Pivot of History. Drawing on the general term used by geographers – 'continental' Mackinder posits that the regions of Arctic and Continental drainage measure nearly half of Asia and a quarter of Europe and, therefore, form a grand 'continuous patch in the north and the center of the continent' (Mackinder, 1919). It is the famous 'Heartland', which, according to his inventor, is the key geographical area for anyone pursuing their dominant position in Euroasia. "[…] whoever rules the Heartland will rule the World Island, and whoever rules the World Island will rule the world" (Kapo, 2021). Notably, the key to controlling the Heartland area lies in Central and Eastern Europe, as it is an area that borders the Heartland to the West. Twenty-First century geopolitics (Dugin vs Mearsheimer) The most influential thinker and writer in Kremlin recently has arguably been Aleksandr Gel'evich Dugin. Accordingly, his 600-hundred pages book, Foundations of Geopolitics 2, published in 1997, has allegedly had an enormous influence on the Russian military, police, and statist foreign policy elites (Dunlop, 1997). In his book, Dugin, drawing on the founder of geopolitics, Karl Haushofer, posits that Russia is uniquely positioned to dominate the Eurasian landmass and that, more importantly, 'Erasianism' will ultimately hold an upper hand in an ongoing conflict with the representatives of 'Atlantism' (the U.S. and the U.K.). Crucially, Dugin does not focus primarily on military means as a way of achieving Russian dominance over Eurasia; instead, he advocates a relatively sophisticated program of subversion, destabilization, and disinformation spearheaded by the Russian special services, supported by a tough, hard-headed use of Russia's gas, oil, and natural resource riches to pressure and bully other countries into bending to Russia's will (Dunlop, 1997). The Moscow-Berlin Axis According to Dugin, the postulated New Empire (Eurasian) has a robust geopolitical foothold: Central Europe. "Central Europe is a natural geopolitical entity, united strategically, culturally and partly politically. Ethnically, this space includes the peoples of the former Austro-Hungarian Empire, Germany, Prussia and part of the Polish and Western Ukrainian territories. Germany has traditionally been a consolidating force in Central Europe, uniting this geopolitical conglomerate under its control" (Dugin, 1997). Consequently, while the impulse of the creation of the New Empire needs to come from Moscow, Germany needs to be the centre of its western part. Furthermore "only Russia and the Russians will be able to provide Europe with strategic and political independence and resource autarchy. Therefore, the European Empire should be formed around Berlin, which is on a straight and vital axis with Moscow." (Dugin, 1997, 127). Regarding the role of Anglo-Saxons in Central and Eastern Europe, Dugin offers a very straightforward analysis: "The creation of the Berlin-Moscow axis as the western supporting structure of the Eurasian Empire presupposes several serious steps towards the countries of Eastern Europe lying between Russia and Germany. The traditional Atlanticist policy in this region was based on Mackinder's thesis about the need to create a "cordon sanitaire" here, which would serve as a conflict buffer zone preventing the possibility of a Russian-German alliance, which is vitally dangerous for the entire Atlanticist bloc. To this end, England and France strove to destabilize the Eastern European peoples in every possible way, to instil in them the idea of the need for "independence" and liberation from German and Russian influences". It follows logically that "Ukraine as an independent state with certain territorial ambitions, represents an enormous danger for all of Eurasia and, without resolving the Ukrainian problem, it is, in general, senseless to speak about continental politics" (Dugin, 1997). "[T]he independent existence of Ukraine (especially within its present borders) can make sense only as a 'sanitary cordon'. Importantly, as this can inform us to an extent about the future settlement of the conflict: "The absolute imperative of Russian geopolitics on the Black Sea coast is the total and unlimited control of Moscow along its entire length from Ukrainian to Abkhazian territories". The Tragedy of Great Power Politics In the preface to the update of his seminal book "The Tragedy of Great Power Politics" (2013 edition), John Mearsheimer acknowledges that his analysis had to be updated with regards to the so-called "peaceful rise" of the People's Republic of China as a significant challenger to the role and position of United States in the international system. Consequently, he envisaged that the process would produce a highly sensitive, if not prone to local conflicts environment (Mearsheimer, 2013, 10). Following the logic of power balancing, he claimed that firstly, China had to build formidable military forces and, secondly, dominate Asia similarly to how the United States dominated Western Hemisphere. Correspondingly, China would strive to become a regional hegemon to maximise its survival prospect. This would make China's neighbours feel insecure and prompt counterbalancing by, as one might surmise, strengthening the existing bilateral and multilateral alliances and building new ones (AUKUS being a perfect example). Logically speaking, therefore, if you follow Mearsheimer's argumentation, Russia and India, Japan and Australia, and the Philippines and Indonesia should build a solid coalition to counter the ascent of China. Such developments would be in the interests of the United States, and Washington would naturally play a crucial role under such circumstances. Notably, the rise of China was not likely to be peaceful and produce "big trouble" for international trade as well as peace and security. This was approximately what the Trump administration had in mind when preparing the national security strategy in 2017. The Strategy mentions Russia 25 times, frequently in connection with China, as major challengers to the U.S.: "China and Russia challenge American power, influence, and interests, attempting to erode American security and prosperity. They are determined to make economies less free and fair, grow their militaries, and control information and data to repress their societies and expand their influence" (National Security of the United States of America, 2017). Yet, after even a short analysis of the document, one identifies the difference between the two in terms of how the U.S. perceives the challenge that each represents. Regarding Russia, Washington concludes that Kremilin's main aim is to: "seek to restore its great power status and establish spheres of influence near its borders". China seems to be more ambitious in the eyes of the Capitol. As evidenced by such statements as: "Every year, competitors such as China steal U.S. intellectual property valued at hundreds of billions of dollars", "China seeks to displace the United States in the Indo-Pacific region, expand the reaches of its state-driven economic model, and reorder the region in its favour. China's infrastructure investments and trade strategies reinforce its geopolitical aspirations. Its efforts to build and militarize outposts in the South China Sea endanger the free trade flow, threaten other nations' sovereignty, and undermine regional stability."(National Security of the United States of America, 2017). Given this perception, it is no wonder that under Trump, Washington embarked on a new mission that questioned the processes of globalization for the first time in many decades. Under Trump, the U.S.A. introduced numerous economic sanctions against China, which sparked a revolution called 'decoupling'. Johnson and Gramer, writing for foreignpolicy.com in 2020, questioned this policy: "The threat of a great decoupling is a potentially historical break, an interruption perhaps only comparable to the sudden sundering of the first massive wave of globalization in 1914, when deeply intertwined economies such as the Great Britain and Germany, and later the United States, threw themselves into a barrage of self-destruction and economic nationalism that didn't stop for 30 years. This time, though, decoupling is driven not by war but peacetime populist urges, exacerbated by a global coronavirus pandemic that has shaken decades of faith in the wisdom of international supply chains and the virtues of a global economy." (Johnson, Gramer, 2020). With the comfort of looking at hindsight, we should conclude that perhaps luckily for the Far East and international political economy, Mearsheimer was wrong, at least for the time being. Firstly, no military conflicts exist in the Far East or the Pacific. The most potentially dangerous issue remains one of the cross-straight relations, i.e. P.R.C. vs Taiwan (Chinese Taipei). Whether Xi Jinping will risk another diplomatic backlash by an open invasion remains to be seen. The jury is out, and one might claim that with the world being focused on the war in Ukraine, China could get away with an invasion of Taiwan. Then, on the other hand, perhaps there is no need for the P.R.C. to unite all territories of China in the imminent future forcefully. At the same time, as it appears at least mid-2023, contrary to Mearsheimer's predictions, Russia and China seem to be getting closer regarding geopolitics and geoeconomics. On February 4th, Russian President Vladimir Putin met with Chinese President Xi face-to-face. The leaders convened in Beijing at the start of the Winter Olympics — and issued a lengthy statement detailing the two nations' shared positions on a range of global issues. The meeting happened shortly before the Russian invasion, and one could surmise that it was supposed to soften the possible adverse reaction from Beijing to the already prepared military operation by the Kremlin since Putin told Xi that Russia had designed a new deal to supply China with an additional 10 billion cubic metres of natural gas. Consequently, China abstained from a U.N. Security Council vote condemning the Russian invasion (Gerson, 2022). Joint Statement of the Russian Federation and the People’s Republic of China on the International Relations Entering a New Era and the Global Sustainable Development. Available at: http://en.kremlin.ru/supplement/5770#sel=1:21:S5F,1:37:3jE (Access 18.10.2023) Andrew Krepinevich's Protracted Great-Power War Andrew Krepinevich's “Protracted Great-Power War - A Preliminary Assessment work” published by the Centre for a New American Security, informs us about the American posture. Accordingly, "Now, however, with the rise of revisionist China and Russia, the United States is confronted with a strategic choice: conducting contingency planning for a protracted great-power conflict and how to wage it successfully (or, better still, prevent it from occurring), or ignoring the possibility and hoping for the best." (Krepinevich, 2020) Among many valuable lessons that history can offer, one should remember that no country can wage a systemic war on its own on two fronts, hoping to be successful. Suppose both China and Russia are seen as strategic challengers to the American position in the international system. In that case, it follows logically that the U.S. needs to make one of them at least neutral (appease them) when in conflict with another. Given China's technological, economic, military, or population challenges, the most optimal choice would be to make Russia indifferent to American 'elbowing' in Central Asia or the Middle East vis-à-vis China. The price for such indifference also seems logical, and it is the dominance of the Russo-German tandem in Central and Eastern Europe and German dominance in the E.U. This would explain at least some developments in Europe regarding energy security, particularly President Biden's administration position on Nord Stream 2 and the not-so-much enthusiastic help to Ukraine from Germany. However, recent developments seem to contrast such logical argumentation. President Biden's administration, as well as the leadership of the U.S. Armed Forces, seem to be committed to continuing the financial, technical and logistical support to Ukrainian President Zelensky's government for "as long as it takes" (the term frequently used in official speeches by Antony Blinken – The Secretary of State). According to the U.S. Department of Defence information (as of Feb 21, 2023), the U.S. committed security assistance to Ukraine in the form of 160 Howitzers, 31 Abrams tanks, 111 million rounds of small arms ammunition and four satellite communication antennas, among others. On top of that, Washington committed more than 30.4 billion U.S. dollars (only since the beginning of the Biden Administration) (U. S. Department of Defence, 2023). The U.S. is the leader of the coalition of many nations (54 to be exact) in efforts to counter the Russian invasion of Ukraine. This situation puts Washington in a predicament as, at least in the mediasphere, experts and former policymakers such as the former C.I.A. Director and U.S. Defence Secretary Leon Panetta does not shy away from identifying the existing state of affairs as a "proxy war" between the United States and the Russian Federation (Macmillan, 2022). 2 Importantly, Kremlin has been playing the “proxy war” card for some time in building its narrative regarding the ongoing “Special Military Operation” in Ukraine. But is "Uncle Sam" still in a position to effectively challenge either Russia or China on their own? In 2001, French historian, sociologist, and political scientist Emmanuel Todd claimed that as of the beginning of the 21st century, the United States was no longer a solution to global problems; instead, it became one of the problems (Todd, 2003). The U.S. guaranteed political and economic freedoms for half a century. In contrast, today, they seem to be more and more an agent of international disorder, causing uncertainty and conflicts wherever they can. Given the geopolitical changes after 1989, the U.S. took for granted its position in the international system and decided to extend its interests across the globe. Surprisingly, perhaps for Washington, even traditional U.S. lies started to demand more independence (see the case of Germany and its role in southern Europe.) (Macron's idea of 'strategic autonomy') . 3 “Emmanuel Macron's comments about Taiwan and his call for European "strategic autonomy" sparked controversy as he advocated for the EU not to become followers of the US and China”. This parallels with President de Gaulle earlier calls for European strategic independence from American influence over European security (Lory, 2023). According to Todd, given the actual balance of power globally, the U.S. would have to fulfill two conditions to maintain its hegemonic position. Firstly, it had to continue controlling its protectorates in Europe and Japan. Secondly, it had to finally eliminate Russia from the elite group of 'big powers', which would mean the disintegration of the post-Soviet sphere and the elimination of the nuclear balance of terror. None of these conditions have been met. Not being able to challenge Europe or Japan economically, the U.S. has also been unable to challenge the Russian nuclear position. Consequently, it switched to attacking medium powers such as Iran or Iraq economically, politically, and militarily engaging in 'theatrical militarism'. (Todd, 2003). In contrast to the French historian, American political scientist Joseph Nye claims, "The United States will remain the world's leading military power in the decades to come, and military force will remain an important component of power in global politics." (Ney, 2019, p.70). He goes on to question whether the rise of China is going to spell the end of the American era: "[…] but, contrary to current conventional wisdom, China is not about to replace the United States as the world's largest economy. Measured in 'purchasing power parity' (P.P.P.), the Chinese economy became larger than the U.S. economy in 2014, but P.P.P. is an economists' measure for comparing welfare estimates, not calculating relative power. For example, oil and jet engines are imported at current exchange rates, and by that measure, China has a US$12 trillion economy compared to a US$20 trillion U.S. economy." […] “Power—the ability to affect others to get what you want—has three aspects: coercion, payment, and attraction. Economic might is just part of the geopolitical equation, and even in economic power, while China may surpass America in total size, it will still lag behind in per capita income (a measure of the sophistication of an economy).” (Ney, 2019, p.70). And yet, as of 2023, America's economic components of her might seem to be very quickly eroding. After the 2008 subprime mortgage crisis and the consequent Covid-19 induced economic crisis, there are several woes on the horizon: Inflation has been rampant (that is one of the effects of federal stimulus after Covid-19), which makes the Federal Reserve continue to increase interest rates, making loans more and more expensive (Goldman, 2022). The stock market has been in the "sell-everything mode", which means the investors are losing a lot of money, so their trust in the economy is decreasing. Thirdly, this time around, the investors are not switching to bonds, which seems to confirm the previous point. Fourthly and finally, "none of this is happening in a vacuum. Russia continues its deadly invasion of Ukraine, which has choked off supply chains and sent energy prices through the roof. On top of that, a labour shortage has sent salaries surging and hindered the normal flow of goods worldwide (Goldman, 2022). Worse still, according to the Bureau of Economic Analysis of the U.S. Department of Commerce, some of the key performance indicators regarding international trade are primarily negative (Bureau of Economic Analysis, 2023). As of July 2022, experts debated whether the country was in a technical recession, whereas by now (mid-2023), the actual national debt had surpassed 31.46 trillion U.S. dollars (FiscalData.Treasury.gov, 2023). The German-French engine of the European federalization? The economic and political decrease of the U.S. and the parallel increase of China with Russia holding its position or even reclaiming its influence vis-à-vis NATO countries causes significant challenges to European powers and offers some ground-breaking opportunities. In terms of challenges, especially economically, Germany and France, as mentioned before, find themselves in a predicament. The war in Ukraine has changed the European dynamics due to the pressure of the U. S. to support Ukraine and, consequently, the economic sanctions against The Russian Federation. Similarly, France and Germany have not been very happy with the economic sanctions against Russia and have continually tried to play down the possibility of an all-out EU vs Russia conflict. Listening to the speeches of Macron and Scholz, one cannot but hypothesize that Paris and Berlin would be content with the end of the war as soon as possible at any cost, to be born by Ukraine, to be able to come back to “business as usual.” Apparently, in an attempt to "escape forward", both European powers are proposing further steps to generate even more federal dynamics. Conversely, they suggest that concerning Foreign and Security Policy, the still observed voting pattern based on unanimity - one of the last strongholds of sovereignty, should be abolished, and the decisions should follow a qualified majority voting procedure. Notably, such arguments are made, invoking the potential gains for the EU as a geopolitical actor. In other words, countries such as Poland and Hungary would no longer be able to block Paris and Berlin from imposing their interests on the rest of the EU by presenting them as European. According to this vision, Hungary would no longer be able to ‘sympathize’ with Russia, and Poland would no longer be the ‘Trojan Horse’ of the U.S. interests in Europe in their game with Russia. And so, the war in Ukraine presents a perfect circumstance to call for a European federation. Germany has recently publicized such a vision. On August 24, 2022, Chancellor Olaf Scholz presented a speech at Charles University in Prague regarding his vision of the future of the EU at the beginning of the 3rd decade of the 21st century against the backdrop of the Russian invasion of Ukraine. Experts, policymakers, and media pundits widely commented on the speech. It starts with an assertion that Russia is the biggest threat to the security of Europe. That fact produces two breakthrough consequences: firstly, Berlin has to pivot from Russia to its European Partners both economically and politically. Secondly, the European Confederation of equal States should morph into a European Federation (The Federal Government, 2022). Scholz’s vision includes four major ‘thoughts’. Firstly, given the further enlargement of the European Union for up to 36 states, a transition should be made to majority voting in common foreign or tax policy. Secondly, regarding European sovereignty, “we grow more autonomous in all fields; that we assume greater responsibility for our own security; that we work more closely together and stand yet more united in defence of our values and interests around the world.”. In practical terms, Scholz singles out the need for one command and control structure of European defence efforts (European army equipped chiefly by French and German Companies?). Thirdly, the EU should take more responsibility (at the expense of national governments) regarding migration and fiscal policy against the backdrop of the economic crisis induced by Covid-19 pandemic. This, in practical terms, means, according to Scholz, one set of European debt rules to attain a higher level of economic integration. Finally, some disciplining. “We, therefore, cannot stand by when the principles of the rule of law is violated, and democratic oversight is dismantled. Just to make this absolutely clear, there must be no tolerance in Europe for racism and antisemitism. That’s why we are supporting the Commission in its work for the rule of law. Conclusion The war in Ukraine is arguably proof of the region's role in the security and stability of Europe and its economy. Food supplies, mostly various harvests and energy, are a case in point. On top of that, the region has a lot of raw materials. Ukraine has large deposits of 21 of 30 such materials critical in European green transformation (Ukrinform, 2023). Before the war in Ukraine began, in July 2021, the EU and Ukraine signed non less than a strategic partnership on raw materials. The partnership includes three areas from the approximation of policy and regulatory mining frameworks, through a partnership that will engage the European Raw Materials Alliance and the European Battery Alliance to closer collaboration in research and innovation along both raw materials and battery value chains using Horizon Europe (European Commission, Press Release 2021). As for security, in a traditional sense, the U.S. is involved with Ukraine regarding nuclear weapons. In the letter from March 17, 2023, the director of the Energy Department’s Office of Nonproliferation Policy, Andrea Ferkile, tells Rosatom’s director general that the Zaporizhzhia Nuclear Power Plant in Enerhodar “contains US-origin nuclear technical data that is export-controlled by the United States Government” (Bertrand, Lister, 2023). Worse still, The Under Secretary of State for Political Affairs, Victoria J. Nuland, admitted in her testimony on Ukraine in the US Congress that, indeed, “Ukraine has biological research facilities, which we are now quite concerned Russian troops, Russian Forces, may be seeking to gain control of, so we are working with the Ukrainians on how they can prevent any of those research materials from falling into the hands of Russian forces should they approach” (C-Span, 2022). 4 See more at: https://www.state.gov/energy-security-support-to-ukraine/ (Access 18.10.2023) As Scott and Alcenat claim, the analysis of the competitive policies of each great power confirms the Heartland concept's importance. They project the utility of Mackinder’s analysis to Central Asia, asserting that: “it is valid in today’s foreign policy and policy analyses. Each power strives for control of or access to the region’s resources. For China, the primary goal is to maintain regional stability as a means for border security and assurance of stable economic relations. For the European Union, the main goal is to gain economic access while simultaneously promoting the democratization of those countries that are politically unstable.” (Scott, Alcenat, 2008). 5 Senior Colonel Zhou Bo (retired) - a senior fellow of the Centre for International Security and Strategy at Tsinghua University and a China Forum expert, a former director of the Centre for Security Cooperation of the Office for International Military Cooperation of the Ministry of National Defence of China offered a similar evaluation: “the competition between the two giants (U.S.A. and China) will not occur in the Global South, where the US has already lost out to China. At the same time, in the Indo-Pacific, few nations want to take sides. Instead, it will be in Europe, where the U.S. has most of its allies, and China is the largest trading partner” (Bo, 2023). References Bertrand, N. and Lister, T. (2023) “US warns Russia not to touch American nuclear technology at Ukrainian nuclear plant”, CNN Politics, 19.04. Available at: https://edition.cnn.com/2023/04/18/politics/us-warns-russia-zaporizhzhia-nuclear-plant/index.html (Access 18.10.2023) Brzozowski, A. (2022) “Ukraine war is 'birth of geopolitical Europe', E.U. top diplomat says.” Euroactiv, 1.03. Available at: https://www.euractiv.com/section/europe-s-east/news/ukraine-war-is-birth-of-geopolitical-europe-eu-top-diplomat-says/ (Access 18.10.2023) Bureau of Economic Analysis of the U.S. Department of Commerce (2023) U.S. Economy at the Glance. Available at: https://www.bea.gov/news/glance (Access 18.10.2023) Bo, Zh. (2023) “The true battleground in the US-China cold war will be in Europe”, South China Morning Post, 2.05. Available at: The true battleground in the US-China cold war will be in Europe | South China Morning Post (scmp.com) (Access 18.10.2023) C-Span (2022) US biolabs confirmed in Ukraine. Available at: https://www.c-span.org/video/?c5005055/user-clip-biolabs-confirmed-ukraine (Access 18.10.2023) Dunlop, J. B. (1997) “Aleksandr Dugin's Foundations of Geopolitics.” Stanford. The Europe Centre. Freeman Spogli Institute and Stanford Global Studies. Available at: https://tec.fsi.stanford.edu/docs/aleksandr-dugins-foundations-geopolitics (Access 18.10.2023) U. S. Department of Defence (2023) Support for Ukraine. Available at: https://www.defense.gov/Spotlights/Support-for-Ukraine/ (Access 18.10.2023) European Commission, Press Release (2021). “EU and Ukraine kick-start strategic partnership on raw materials” 13 July 2021, Available at: https://single-market-economy.ec.europa.eu/news/eu-and-ukraine-kick-start-strategic-partnership-raw-materials-2021-07-13_en (Access 18.10.2023) FiscalData.Treasury.gov (2023) “What is the national debt?” Available at: https://fiscaldata.treasury.gov/americas-finance-guide/national-debt/ (Access 18.10.2023) Gerson, J. and Klare, M. (2022) “Is ‘Taiwan Next’ No Sign of Sino-Russian Coordination over Ukraine or Preparations an Invasion of Taiwan". Available at: Is "Taiwan Next"? No Sign of Sino-Russian Coordination over Ukraine or Preparations for an Invasion of Taiwan — Committee for a SANE U.S.-China Policy (saneuschinapolicy.org) (Access 18.10.2023) Goldman, D. (2022) “4 reasons the economy looks like it's crumbling — and what to do about it”. May 14, 2022 Available at: https://edition.cnn.com/2022/05/14/economy/recession-signs/index.html (Access 18.10.2023) Johnson, K and Gramer, R. (2020) “The Great Decoupling” foreignpolicy.com, Available at: http://acdc2007.free.fr/greatdecoupling620.pdf (Access 18.10.2023) Kapo, A. (2021). “Mackinder: Who rules Eastern Europe rules the World.” Institute for Geopolitics, Economy and Security, February 8, 2021. Available at: https://iges.ba/en/geopolitics/mackinder-who-rules-eastern-europe-rules-the-world/ (Access 18.10.2023) Krepinevich, A. Jr. (2020) “Protracted Great-Power War. A Preliminary Assessment”. Available at: https://www.cnas.org/publications/reports/protracted-great-power-war (Access 18.10.2023) Lory, G. (2023) “Is Macron's idea of 'strategic autonomy' the path to follow for E.U. relations with the U.S.?” Euronews, April 13, 2023. Available at: https://www.euronews.com/my-europe/2023/04/13/is-macrons-idea-of-strategic-autonomy-the-path-to-follow-for-eu-relations-with-the-us (Access 18.10.2023) Mackinder, H. (1919) Democratic Ideals and Reality. A study in the politics of reconstruction. London: Constable and Company L.T.D. Mackinder, H. (1943) “The round world and the winning of the peace”, Foreign Affairs, Vol 21(2), (July), p. 600. Macmillan, J. (2022) “With NATO and the U.S. in a 'proxy war' with Russia, ex-CIA boss Leon Panetta says Joe Biden's next move is crucial". A.B.C. News, 25.03. Available at: https://www.abc.net.au/news/2022-03-25/nato-us-in-proxy-war-with-russia-biden-next-move-crucial/100937196 (Access 18.10.2023) Mearsheimer, J. (2013) The Tragedy of Great Power Politics. New York: W.W. Norhon & Company 2nd Edition. National Security of the United States of America (2017) The White House: Washington. Available at: https://trumpwhitehouse.archives.gov/wp-content/uploads/2017/12/NSS-Final-12-18-2017-0905-2.pdf (Access 18.10.2023) Ney, J. S. Jr. (2019) “The rise and fall of American hegemony from Wilson to Trump.” International Affairs Vol 95(1), pp. 63-80 Osborn, A. (2022) “Russia's Putin authorises 'special military operation' against Ukraine.” Reuters, 24.02. Available at: https://www.reuters.com/world/europe/russias-putin-authorises-military-operations-donbass-domestic-media-2022-02-24/ (Access 18.10.2023) Scott, M and Alcenat, W. (2008) “Revisiting the Pivot: The Influence of Heartland Theory in Great Power Politics.” Macalester College, 09.05. Available at: https://www.creighton.edu/fileadmin/user/CCAS/departments/PoliticalScience/MVJ/docs/The_Pivot_-_Alcenat_and_Scott.pdf (Access 18.10.2023) Sloan, G. (2017) Geopolitics, Geography and Strategic History. London: Routledge. Soldatkin, V. and Aizhu, Ch. (2022) “Putin hails $117.5 bln of China deals as Russia squares off with West.” Reuters, 04.02. Available at: https://www.reuters.com/world/putin-tells-xi-new-deal-that-could-sell-more-russian-gas-china-2022-02-04/ (Access 18.10.2023) The Federal Government (2022) Speech By Federal Chancellor Olaf Scholz at The Charles University In Prague On Monday, 29 August 2022. Available at: https://www.bundesregierung.de/breg-en/news/scholz-speech-prague-charles-university-2080752 (Access 18.10.2023) Todd, E. (2003) Schyłek imperium. Rozważania o rozkładzie systemu amerykańskiego. Warszawa: Wydawnictwo Akademickie Dialog. Ukrinform (2023) Ukraine has deposits of 21 raw materials critical to EU Available at: https://www.ukrinform.net/rubric-economy/3280369-maasikas-ukraine-has-deposits-of-21-raw-materials-critical-to-eu.html (Access 18.10.2023)

Defense & Security
Russia versus the European Union, country confrontation concept, European Union flag versus Russian flag, conflict of interest concept

The new order will be with safeguards

by Timofey Bordachev

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском It is generally accepted that an international order is not the result of specific agreements, but the product of a common understanding of what can and cannot be done in relations between states. It is also generally accepted that all significant powers need to have relatively common ideas about why they recognize each other's right to exist and do not interfere in their internal affairs. In particular, the late Henry Kissinger wrote a lot about this, whose ideas were considered the standard of geostrategic thinking not only in the West, but also in our country. However, the coming times, apparently, will require a more creative approach to established views on how states can guarantee each other respect for basic interests and values. After all, it is the attack on them that always becomes the cause of conflict, as we are convinced by the example of the current military-political confrontation in Europe. In his speech at the UN Security Council, Russian Foreign Minister Sergey Lavrov emphasized that any agreement with the West on European security will have to contain "safeguards against unscrupulous interpretations." It is currently quite difficult to imagine what such safety catch might look like in physical terms, although the diplomats probably already have ideas on this topic. It can be guessed what the nature of such mechanisms should be. It is clear that the mechanisms should be aimed against the negative manifestations of the West's behavior. First, it is the West's desire to constantly create threats to others, as a central part of the global diplomatic game. Therefore, it is necessary to limit the physical ability to create such threats. The safety catches in this case are technical ways to ensure a situation where a state (or bloc) cannot change its behavior to hostile or take advantage of the omission in its selfish interests. Precisely cannot. Because "does not want" no longer works after, for example, Finland joined NATO. And the alliance itself simply trampled all the formal and informal principles on which they tried to build a security system in Europe after the Cold War. We see that not a single concluded then agreement works. The United States unilaterally withdrew from the main treaties on which the "rigid" framework of European security was based. NATO expansion to the east, in fact - the expansion of the territorial base of the American military presence in Europe - made all agreements in the field of conventional weapons meaningless. So, to come up with a new legal basis for peace in Europe is not a trivial task at all. And it remains to rely on the recognized skill of Russian diplomacy. A universal order that would suit everyone is unlikely now. It has always been relative before. However, in the century before last, there was at least a general idea among the leading powers about the principles on which the internal order in each of them should be based. Now it is difficult to think that Western countries will agree to recognize the right of Russia, China or other states to determine their own lives. First, any security order will inevitably be technical in nature, and not based on a common understanding of challenges and threats. This means that it will have little room for principles and a lot for specific parameters of how the West will not be able to threaten Russia's core interests. Russia's proposals at the end of 2021 already contained a fairly large number of such features of a functioning European security system. Apparently, they will have to return to them after the United States is ready to sit down at the table of serious negotiations. Much here will depend on how soon the understanding of the impossibility of continuing to pursue an irresponsible policy prevails in America itself. At least now, anxiety for the future of their country is heard in the statements of some American politicians. We will see to what extent their understanding that the reasons for the US difficulties relate to the internal situation can be translated into concrete decisions. Secondly, it is difficult to imagine that there will be a place for such a concept as trust in future agreements. Unfortunately, it is not available to all political systems without exception. We ourselves see how the Americans openly declare that any new administration can easily revise the agreements reached by the previous one. Continuity of policy is disappearing in the West – and this has always been the basis of stable diplomatic relations. Moreover, the modern world is extremely diverse. Trust is possible – as in the relations between Russia and China – in situations where both sides share a common understanding of the main threats. Russia and the West cannot have such a common understanding now. Simply because the entire surrounding world poses a threat to the United States and its satellites. And until Westerners can adapt to the new international reality, it will be quite difficult to take their words seriously. Therefore, trust in matters of European security should be based on the physical impossibility for the West to violate any agreements. And no one in Russia doubts that the desire to do so will periodically arise there. Thirdly, the legal basis for European security will most likely become broader. The situation in Europe has long ceased to be the business of the Europeans themselves. Especially since the positions of two powers with the largest nuclear weapons stockpiles in the world – Russia and the United States – directly touch here. Their indirect proximity is a concern for the entire world and has little to do with the affairs of Europe. It is no coincidence that the most adequate proposals for ending the armed confrontation in Ukraine are currently coming from China, India, Brazil, or even African countries. The Europeans, in turn, are not prepared to offer anything at all that would reflect objective reality. They are simply going with the flow. In other words, security in Europe is simultaneously a local and global problem. The broader international community itself must guarantee how the West will comply with its probable obligations. And finally, the technical aspects themselves could include things that have not been widely used in international practice before. For example, the complete or almost complete demilitarization of individual territories and entire states. Unfortunately, the practice of the last 30 years has shown that not all states can bear such a heavy burden as the right to independently determine the parameters of their defense policy. The Baltic republics of the former USSR, Finland or the same unfortunate Ukraine could live quite happily if their political elites were not tempted to use the conflict with Russia to retain power despite any economic difficulties. Then they would probably have to work better on internal development, fit into the world economy, and not turn into centers of instability. In other words, the countries that cannot play an independent role in determining regional security should be relieved of the physical ability to create problems for it. Perhaps such an experience will become more widespread in the future. At least because the risk of turning sovereign states into springboards for confrontation between great powers is too great. The main technical and legal parameters of the European security system have yet to be invented by diplomats and agreed upon by politicians. However, it is already clear from bitter experience that it is no longer possible to leave the situation here in a state of uncertainty – it is too threatening to universal peace and survival.

Defense & Security
Paris, France, Europe, May 01, 2024, pro-Palestinian demonstrator at the Paris procession on May 1

Political Insights (8): European Positions on Operation al-Aqsa Flood and the Israeli War on Gaza Strip:

by Hossam Shaker

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском Introduction Consistent with past behavior observed in previous instances of wars against Gaza Strip (GS), European capitals swiftly and predictably condemned the attack by Palestinian resistance forces on Israeli targets on 7/10/2023 in strong terms. This event was often portrayed with a clear bias towards Israel’s narrative, overlooking its background and context, and disregarding its military objectives, which primarily targeted Israeli occupation bases and barracks. Some European capitals took considerable time to reassess their positions and strive for a more balanced approach. Hasty Initial Positions In the first weeks of the war, political and media narratives in most European countries leaned towards portraying Israeli occupation as the victim, depicting the resistance’s actions as typical terrorist attacks akin to tragic events in Western countries. This narrative provided propaganda support to justify the brutal assault on GS. The aggression was justified by emphasizing “Israel’s right to self-defense,” echoing Israeli leadership’s claims of the resistance “using civilians as human shields,” all while neglecting international law and the safety of Palestinian civilians. Some European countries reacted vehemently during the genocidal war. They suspended aid to the Palestinian Authority (PA) for a period, then penalized the United Nations Relief and Works Agency for Palestine Refugees in the Near East (UNRWA) by withholding funding following Israel’s inflammatory accusations against the agency, only to later reverse these actions. Trends in European Positions Generally speaking, European positions during the GS war diverged along at least three lines, with relative differences in attitudes within each line: • Germany, Austria, Hungary, the Czech Republic and other countries adopted an overwhelmingly pro-Israeli position that remained almost unchanged. • A trend that increasingly criticized the genocidal war and moved in a positive direction. This was evident in Ireland, Spain, Belgium, Malta, Norway and Slovenia. • A third trend avoided clear criticism without being at the forefront of partisanship, or vacillated in some positions, as in the case of France, which relatively modified its position in the second month of the war. These trends were evident in the positions on the ceasefire during the first months of the war, in voting behavior in international bodies, in taking punitive measures against the PA and UNRWA, and in the position on imposing sanctions on settlers. Implications of Positions on the European Union (EU) This divergence in positions has placed a burden on the High Representative of the EU for Foreign Affairs and Security Policy Josep Borrell to articulate a coherent position representing the Union during this war. Non-EU member states, such as Britain, have adopted positions aligned with the US, while Norway has expressed critical attitudes toward the war. The prolonged duration of the war, the exposure of its brutality, and the growing public and elite opposition to it have led to a weakening of support for the war within Europe and have encouraged the opposite front. The divergence in positions was evident in that the EU was only able to reach a joint resolution supporting a ceasefire in GS in March 2024. This came with great difficulty due to the intransigence of capitals overwhelmingly aligned with Israel, which obstructed this step for almost half a year of the war. European positions have been weakened and discredited due to their contradictions, particularly regarding the Ukraine war. Positions favoring a brutal genocidal war have severely tarnished the image of the concerned European countries. Germany was even brought before the International Court of Justice (ICJ) after Nicaragua filed a lawsuit against it for “facilitating the commission of genocide” against Palestinians in GS via its arms exports to Israel. It is clear that the positions of many European countries are causing significant losses in terms of image, soft power and the privilege of moral guardianship that they once enjoyed as traditional defenders of “human rights” and “universal values.” These positions have also galvanized massive public protests within European countries, although these protests have not prompted significant political responses. Weaknesses in European positions have become apparent due to the lack of diplomatic initiatives from the EU or any of its member states, despite the active involvement of European actors across the region. Calls for a diplomatic solution, an end to the war or even statements advocating “restraint” have notably been missing from the primary European positions on the GS war. This omission can be attributed to the current alignment with the US administration and the influence of the prevailing support for the Israeli narrative of the war within Europe. Position on the Two-State Solution Merely expressing support for the “two-state solution,” pledging aid, and expressing concern for the humanitarian situation of Palestinians in Gaza Strip often serves as a superficial gesture, aligning more with the ongoing occupation and the devastating war on GS. These positions may also involve condemning Israeli “settler violence” in the West Bank (WB) and issuing threats of punitive actions against certain individuals, while simultaneously absolving the Israeli military of any accountability and deflecting criticism from the war on GS. The critical position toward Israel became evident through early voting behavior favoring a ceasefire in international forums, initiatives within EU bodies supporting this inclination, and the near-simultaneous recognition of the State of Palestine in Madrid, Dublin, Oslo and Ljubljana. This exerted pressure on other European countries, despite their customary declarations of support for the “two-state solution,” to reconsider their positions. However, major European capitals of influence, such as Berlin, Paris, London and Rome, still refrain from taking clear positions in pressuring Israel or recognizing the state of Palestine. Efforts to Contain War Expansion Since the war began, European capitals involved in decision-making have been eager to contain the war within GS. The prolonged duration of the war exerts pressure in this direction, particularly amidst concerns over potential escalation at the volatile Lebanese front and ongoing tensions and attacks near the Yemeni coasts and in the Red Sea region. European countries have taken noticeable steps in response, highlighted by French diplomatic efforts in Lebanon and the surrounding areas. Concurrently, European countries have refrained from participating in military maneuvers in the Red Sea, aligning themselves distinctively from US and British forces, thereby signaling a strategy to avoid direct entanglement in regional tensions. Western Strategic Polarization The positions of European decision-making centers have been notably influenced by the manifestations of Western strategic polarization in the wake of the Ukraine conflict, with Europe notably aligning with the US administration. Western powers seem to acknowledge the potential geopolitical ramifications of either losing the current war in GS or allowing it to escalate regionally. Moreover, the ongoing war serves as a significant test for the effectiveness of Western weapons, security and defense systems, particularly following the sudden blow on 7/10/2023. European parties’ concern for the strength of the Western alliance and transatlantic ties also motivates them to avoid weakening the position of President Joe Biden’s administration. Biden faces a challenging electoral test to renew his presidential term against Donald Trump, whose potential return to the White House raises concerns among Europeans. Conclusion Despite the mounting European criticisms of the Israeli occupation and the brutal genocidal war, the influential European position continues to refrain from imposing significant censure or punitive measures against Israel. Furthermore, it appears to align with the positions of its US ally on this matter, actively seeking harmony with them. However, Israel is increasingly posing a burden on Europe. While there is a gradual and hesitant shift towards greater recognition of the impossibility of Israel remaining above the law, along with an increased acknowledgment of the rights of the Palestinian people and the urgency to address them, this trend is becoming increasingly apparent. This is accompanied by waning confidence in the ability to overcome Palestinian resistance. Moreover, there is a growing unity among the Palestinian population in support of resistance, in the wake of the failure of the Oslo process and the pursuit of a peaceful solution.

Diplomacy
EPP Political Assembly, 29-30 January 2024

Michel Barnier at Matignon: a choice of contradictions and paradoxes

by Arnaud Mercier

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском After more than 50 days of deadlock in forming a government (an unprecedented political situation under the Fifth Republic), the choice of Michel Barnier to become Prime Minister may appear as a "solution" to end the crisis, but it above all reveals the current political weakness of President Macron, oscillating between the hope of maintaining control and forced failure. But this nomination puts him at odds with the messages sent by voters during the electoral sequence that he himself chose to trigger. Three key lessons Three lessons from the July legislative election are unambiguously necessary to understand the paradoxes of the current sequence. 1. The rejection of “Macronism” In the previous European election, the Macron camp had been soundly defeated. In confirmation, the message from voters in the legislative elections is one of rejection of the power in place since the presidential parliamentary group went from 245 elected representatives to 163 and the two most pronounced opposition blocs went from 89 to 143 (the RN and its allies) and from 153 to 193 for the left bloc. The aggregation of the various votes therefore expresses a desire to see notable political changes come out of the ballot boxes to break with all or part of Macron's policies. But the differences in direction to translate these inflections maintain the confusion. The left wants to repeal the immigration law, while the RN wants to toughen it up, for example. 2. The refusal of the National Rally in power While it was fashionable to declare it moribund, the "republican front" has regained strength in this summer of 2024. Through a political surge, which is as much an ideological rejection as the expression of sincere fears about the damage of the RN at Matignon, the forces hostile to the RN have accepted mutual withdrawals to "block". This electoral gamble paid off, and if the RN has progressed, it has remained far from the expected absolute majority. Nevertheless, this "republican front" has not led to a political alternative: it was only a front of refusal and not the premises of a probable future governmental cooperation. Hence the current impasse and the threats hanging over the survival of the future Barnier government. 3. The marginalization of the Republican right The emergence of Emmanuel Macron in the political game, eager to overcome the divide and the alternations of government between the PS and the Republicans, has put the right in a vice. Stuck between the center right embodied by Macron and the hard right embodied by Le Pen, the Republican Party has seen its voters melt away on both sides. We must add the electoral rise of the RN to the ordeal of the right. On these early legislative elections, the dilemma remained the same. The president of LR, Éric Ciotti, crossed the Rubicon and made an alliance with the RN, while the rest of the party opposed him without however winning back its voters who had gone to the Marconian camp. In the end, LR, proclaimed heir to Gaullism, which gave four presidents to the Fifth Republic, is no more than a parliamentary force, even if the senatorial voting system still ensures it a counter-power in the Senate. Let us note, however, that if we add a large part of Macron's voters with those of LR and RN, we are entitled to affirm that the parliamentary barycenter is clearly positioned to the right of the hemicycle. However – ultimate confusion – it is the left-wing coalition that comes out on top in the hemicycle.span> The Barnier choice against these messages from voters These three lessons are followed by a governmental choice that has all the makings of a paradox, not to say a contradiction. Indeed, if we sum things up brutally, appointing Michel Barnier amounts to choosing a representative of the minority party (LR), whose profile and political positions poorly embody a break with "Macronism", and who owes his appointment to the benevolent neutrality (to date) of the National Rally. Indeed, President Macron made it clear that "non-censurability" was the decisive criterion for his choice. However, he declared that he had made this choice (after the tests of many other names failed) because he had ensured "the conditions of stability and the broadest rallying". Knowing the disappointment of the New Popular Front, this explicitly indicates that President Macron obtained the commitment of the RN not to censor Michel Barnier a priori. Which was confirmed a few minutes after his nomination by Marine Le Pen. Without of course entering the government, the RN therefore becomes the arbiter of its choice, the arbiter of a censure. The parties of the presidential camp have therefore agreed to make an electoral pact with the left front (yet widely hated in their ranks) in the name of the government barrier to the RN, so that the president ends up appointing a prime minister thanks to the RN's promise not to censure him. A choice of both hope and failure President Macron is primarily responsible for the current political chaos , through a dissolution that was as perilous as it was failed, the success of which rested on the bet that the left would be incapable of uniting and would once again have to resolve to a republican front in the face of the "RN threat". However, he is trying to take advantage of the complexity of the moment to keep control. He wants to be the expert in time, extending for several weeks a government clearly disavowed at the ballot box. He wants to be the expert in the partisan game, imposing the trans partisan coalition including the central bloc as the only horizon for access to Matignon. All this, while claiming to do so in respect of the will of the French people… The Macronists who have been calling for more than 50 days for an “overcoming” of divisions, for “inventiveness” in the creation of an unprecedented coalition, are here benefiting from their central position on the left-right axis to refuse a cohabitation-alternation, in favor of a coalition-continuation (which will nevertheless involve some political inflections). But the choice of Michel Barnier, by default certainly, has the virtue of guaranteeing that Emmanuel Macron's political achievements will not be brutally unraveled, as happens in the case of cohabitation, and as the New Popular Front loudly wanted. President Macron can therefore probably feel a little relief today. He can even hope to convince the French, by invoking that France is on the right and that the left-wing coalition has been intransigent. One Man's Political Failure Yet this nomination is weighted with many signals that speak of the political failure of a man. Emmanuel Macron wanted to dynamite the partisan game: he found himself prisoner of a Republic of ukases, each party announcing who they were going to censor on the sole basis of their name. He wanted to embody a policy breaking with the "old world": here he is giving the Fifth Republic one of the oldest prime ministers (after having sacrificed the youngest by dissolving it). The political party he created around his person, Renaissance, published a press release in reaction to the nomination, specifying that it was not signing a "blank check" to Michel Barnier. This situation thus indicates that, even within the Macronist camp, preparations are already being made for the post-Macron period. This is true of Edouard Philippe, already a candidate for his succession, and of Gabriel Attal who secured his influence by being elected leader of his parliamentary group. Emmanuel Macron has consistently been elected (in 2017, 2022, and in the 2024 legislative elections) in the name of a Republican barrier to the National Rally, benefiting from the votes of the left. And now he owes his (provisional) exit from the crisis to the neutrality negotiated with Marine Le Pen. This unbalanced position can only reinforce frustration, even anger against him, in the left-wing electorate, and can sow confusion among some centrists. Not to mention that being at the parliamentary mercy of the National Rally will very quickly place the head of government in a dilemma: whether to make concessions to the RN in exchange for its survival. The immigration law has left scars within the so-called "left wing" of Macronism. Even greater and more symbolic concessions made to the RN could fracture its own party and further confirm the end of "Macronism" - the left/right divide regaining strength and vigor.

Defense & Security
japan,australia,usa and india friendship against china.Quad plus countries flags Quad plus countries flags over china flag.Quad plus countries. Quadrilateral Security Dialogue.

Trump II and US Nuclear Assurances in the Indo-Pacific

by Liviu Horovitz , Elisabeth Suh

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском Why Australia, Japan, and South Korea Have Other Concerns While heated debates in Europe have focused on how to respond if Donald J. Trump is re-elected to the White House, discussions in Australia, Japan, and South Korea reveal a greater sense of confidence in Washington’s commitments. The fear that the United States would withdraw its nuclear assurances is much less pronounced in the Indo-Pacific than in Europe. This serenity appears primarily grounded in a shared understanding that a bipartisan consensus is driving the US commitment to contain China’s rise – a goal that requires reliable allies across the Pacific. At the same time, US allies want to maintain the regional status quo and are willing to support Washing­ton’s efforts. Trump’s potential return does little to change these structural incen­tives. Instead, Pacific allies fear challenges to the East Asian regional order, challenges that are also relevant for Europe’s security and prosperity. European and Pacific US allies share similar concerns about a potential second Trump administration: allies everywhere fear that Trump would once again pursue a trans­actional approach to US foreign policy. Disputes between allies would play out in public, unsettling domestic populations, delighting adversaries, and endangering the perceived credibility of the common defence policy. Given Trump’s penchant for cosying up to autocrats, both European and Pacific allies worry that Washington will either trade away key shared interests to extract questionable concessions from dictators or, if negotiations fail (again), that Trump will drag them into unwanted conflicts. However, beyond these shared concerns, policymakers in Canberra, Seoul, and Tokyo seem to be more confident. They believe they know how to manage Trump’s ego and can offer him lucrative deals. Furthermore, they assume that a second Trump adminis­tration will remain engaged in the Western Pacific, necessitating the presence of reli­able partners to maintain influence and contain China. These assumptions do not lead to fewer concerns, but to less fundamental concerns in trans-Pacific relations. However, European allies express fear that Trump may seek to undermine or even ter­minate NATO, which would result in the withdrawal of US nuclear assurances. Even in South Korea, public debate about its own nuclear weapons is primarily focused on the perceived threat from North Korea, rather than on concerns within the alliance. It is primarily the changed regional bal­ance of power and China’s ambitions that worry the trans-Pacific allies. On the one hand, the extensive competition between the US and China gives rise to the expectation that Washington will remain engaged and that the security relationship and extended nuclear deterrent in the Pacific will remain stable. On the other hand, this com­petition demonstrates to Pacific allies that the actions of the current and subsequent US administrations will have a decisive impact on the evolution of the balance of power and the regional constellation in the decades to come. There is therefore concern that a transactional second Trump adminis­tration could undermine protracted joint efforts to maintain order, laying the ground­work for eventual Chinese dominance in this strategically important region. A changing military balance of power Regional and global economic, political, and technological developments are shift­ing the balance of power in the Asia-Pacific region in very different ways than in Europe. After all, the starting position is completely different: Russia’s economy is only one-tenth the size of the EU’s, and Europe lacks political resolve and operational military capabilities rather than resources per se. The critical questions are whether the United States would defend Europe in a geographically limited crisis, whether the Western European nations would go to war for their Eastern European allies, and whether the current forces are adequate to deter or repel Russian aggression. In contrast, China’s economy is almost two and a half times larger than the com­bined economies of Australia, Japan, and South Korea – a difference that roughly mirrors the disparity in military spending. While Europeans have consciously delegated their security to Washington, US allies in the Western Pacific have limited options for developing their own conventional capa­bilities to counterbalance China. Hence, the US allies are primarily concerned with China’s determination to re­shape regional dynamics. Under Xi Jinping, Beijing has pursued a more confrontational foreign policy designed to advance China’s regional interests and diminish, if not eliminate, US influence across the Pacific. China has proved willing to underpin its combative diplomacy through both costly economic measures and the rapid modernisation of its armed forces. It is still assumed that the US will continue to play the lead­ing military role for the time being, as Washington retains superiority in conventional and nuclear capabilities as well as in many other areas. However, China is rapidly catching up and asserting its regional claims, making it increasingly difficult for the United States to effectively project power so far from its own shores. This is why allies fear that China could dominate the Asia-Pacific region in future. Against this backdrop, many see Taiwan’s future as the harbinger of the region’s pos­sible development. If Beijing were to con­trol this central component of the first island chain, it would gain both military and political leverage over the East and South China Seas – both of which are stra­tegically important. To signal its resolve, Beijing frequently conducts demonstrations of military power such as in the airspace separating the mainland from Taiwan. The trans-Pacific allies suspect that China could (soon) leverage both conventional and nuclear capabilities to present them with a fait accompli, thus gaining control over Taipei before the US could intervene. This would also damage Washington’s credibility as the guardian of regional order. Whether Beijing would indeed wage war against the United States over Taiwan, or whether it merely seeks to alter the military balance of power by exposing Washington, Taipei, and regional US allies to unacceptable escala­tion risks remains unclear – but the very fact that China keeps its intentions ambigu­ous raises worst-case fears. Nuclear threats In recent years, Beijing has been engaged in a major expansion of its nuclear arsenal. According to US forecasts, China could double the number of its nuclear warheads from the current estimate of 500 nuclear warheads by 2030. While Russia and the United States would still dwarf China’s nuclear forces numerically, Beijing appears to be aiming for the same qualitative league of strategic nuclear weapons systems as possessed by Washington and Moscow. The exact motives behind China’s nuclear build-up remain controversial. Yet the types of weapons and the pace of their development suggest that Beijing would at least like to weaken Washington’s escalation dominance in a crisis. Such developments could theo­retically strengthen the mutual nuclear deterrent between China and the US. On the one hand, it could reduce the risk of a global war. On the other hand, for Washing­ton’s Pacific allies this means that their protective power could no longer credibly threaten nuclear escalation and effectively deter Beijing. As a result, they would be outgunned in a conventional war with China. North Korea’s foreign policy, coupled with its nuclear build-up is a further cause for concern. According to estimates, Pyong­yang could currently have 90 nuclear war­heads at most at its disposal. However, it has significantly diversified its delivery systems. North Korea emphasizes a nuclear doctrine with which it could drive a wedge between the Pacific allies by threatening South Korea with tactical nuclear strikes and the US with strategic nuclear strikes. In addition, Washington and its allies perceive North Korea’s threshold for using nuclear weapons to be very low, as they assume that Pyongyang is also trying to deter con­ventional attacks in this way. Finally, the policy changes Moscow has implemented are intensifying regional con­cerns with respect to the future behaviour of China and North Korea. Russia maintains important military facilities in North-East Asia, militarises the Kuril Islands, and con­ducts strategic air and naval patrols with China across the Western Pacific. Moscow’s focus, however, is clearly on Europe. Never­theless, Australia, Japan, and South Korea fear the concrete consequences of Russia’s cooperation with Beijing and Pyongyang. It is clear that this cooperation fuels Moscow’s war in Ukraine. In the worst-case scenario, closer military cooperation could result in more coordination and opportunistic be­haviour to exploit each other’s conflicts or challenge the US and its allies with addi­tional crises. What is more likely, however, is not a trilateral front, but a triangular dy­namic that remains susceptible to mistrust, power calculations, and priority setting by the respective rulers – and which can none­theless boost existing challenges to regional security and non-proliferation. Moreover, the outcome of Moscow’s on­going war of aggression in Ukraine could set risky precedents for revisionist agendas in East Asia. At this point, China and North Korea could learn from Russia’s nuclear rhetoric how allies can be unsettled and deterred from going “too far” in supporting Ukraine. Converging interests and (radical) alternatives The challenges in the Asia-Pacific region could have a more serious impact on the regional and global order than the conflicts in Europe. They are therefore already influ­encing the balance of interests and thus the room for manoeuvre of the actors involved. First, there is a bipartisan consensus in Washington that American influence in the Pacific must be preserved. Most see the larger Indo-Pacific as the strategic centre of gravity, perceive US influence in the region as key to sustaining America’s preeminent position in international relations, and conclude that containing China is a must. Thus, even in a highly partisan political environment, the status of Taiwan and its treaty alliances with Australia, Japan, and South Korea remain essentially of unques­tioned importance to the United States. Second, Washington needs its allies in the Western Pacific. As the military gap with China narrows, the US military must rely on the critical bases, logistical support, and complementary capabilities of regional allies. Consequently, Australia, Japan and South Korea host significant US military forces, facilitating rapid deployment and sustained operations in the region. The US is not only seeking to strengthen bilateral security cooperation and can also work with Australia and Japan as indispensable partners for regional formats – such as the Quad that includes India – to pool resources to contain Beijing’s ambitions. Conversely, given China’s considerable economic power, any attempt to constrain its technological or financial capabilities requires wide-ranging cooperation. It is thus unsurprising that the Biden adminis­tration has actively sought to garner sup­port across the Indo-Pacific region to foster economic partnerships, supply chain resili­ence, technology transfers and research collaborations. Third, allies in the Western Pacific are prepared to contribute to more effective military action. Many European govern­ments, on the other hand, take US security measures for granted and are reluctant to divert funds from social and other purposes to their armed forces. Australia, Japan, and South Korea each have extensive trade rela­tions with China, having tied their prosper­ity to Beijing. To ensure that this beneficial balance can be maintained, Canberra, Tokyo, and Seoul have reliably invested in allied deterrence and defence. Australia and South Korea have done and continue to do so, even under governments that are more sceptical about relations with Washington. Fourth, although US allies in the Western Pacific greatly benefit from the current strategic arrangements, they have alter­native (even if not attractive) options avail­able – and Washington is acutely aware of this reality. On the one hand, policymakers in Washington suspect that if mistrust of US commitment were to reach an intoler­able level, its Pacific allies might decide to bandwagon with China. As Australia has no territorial dispute with Beijing, and Japan and South Korea have only one limited territorial dispute respectively with China, their concerns are more economic and po­liti­cal in nature. A different regional archi­tecture, though significantly less attractive, would not directly threaten their funda­mental interests and, therefore, would probably be tolerable. On the other hand, Japan and South Korea have the technical capabilities and sufficiently limited regional institutional ties – in Seoul also significant domestic political support – to constrain China’s coercive capabilities by acquiring their own nuclear weapons. In the absence of US reassurance, they could combine the two alternatives and side with Beijing from behind their own nuclear shield. Given these four fundamentals, there is relative confidence in Canberra, Tokyo, and Seoul that the US will continue with its secu­rity architecture in – and therefore with its extended nuclear deterrent for – the Western Pacific, whether or not Donald Trump wins the 2024 presidential election. Moreover, both Trump and his supporters have repeatedly struck a confrontational tone toward China, emphasising their wil­lingness to increase US power projection through military means. Counter-balancing by the United States and its allies Amid a shifting politico-military landscape and aligned US and allied interests in pre­serving the status quo, a concerted effort to counterbalance China’s military expansion is evident. These efforts are extremely ex­pensive. The sunk costs of this effort strongly suggest to all concerned that, regardless of who occupies the White House, the major strategic question facing the future admin­is­tration will likely be how to effectively con­tain China while both maintaining stra­tegic deterrence against Russia and avoiding the escalation of potential crises. For now, the United States seems to pursue a four-pronged strategy that involves developing additional nuclear capabilities, building up conventional options, enhancing allies’ capabilities, and expanding security co­operation. First, planners and pundits in Washington are assessing how to make better use of US nuclear options. While a major nuclear modernisation effort is underway, a grow­ing number of experts and politicians have concluded that the US arsenal needs to be expanded. In addition, the legislative branch has been pushing the Pentagon to pursue additional nuclear options, such as a nuclear-armed cruise missile (SLCM-N). The Trump administration already called for this in 2018 and would likely continue to pursue it, if it returns to power. More­over, some in the hawkish Republican camp are even calling for the first use of such low-yield nuclear weapons to be con­sidered in order to offset China’s operational advantages and prevent an invasion of Taiwan – but it is unclear how much weight such voices could carry in a second Trump term. Second, and more importantly, the US government is building up its conventional capabilities. Although many Democrats criticised the Trump administration’s 2019 decision to abandon the legal prohibition on deploying intermediate-range missiles, the Biden administration has pursued this same course. As a result, US armed forces will soon be deploying such missile systems to their European and Pacific bases; a planned relocation to the US base in Wies­baden was recently announced. For Asia, it has already been announced that the Dark Eagle hypersonic system will be fielded on Guam. In order to equalise the conventional balance of power with China, however, the various other US medium-range systems would have to be stationed on allies’ terri­tory. Given the high probability that Beijing would respond with harsh economic retalia­tion, it remains unclear whether – or under what conditions – Canberra, Tokyo, or Seoul would agree to such deployments. Third, the US government has been work­ing with its allies in the region to im­prove their own military capabilities. First, Australia, Japan, and South Korea continue to develop their national capabilities, par­ticularly where long-range strike capabilities and strategic naval assets are concerned. Sec­ond, the US government seeks to strengthen its allies’ early warning and missile defence capabilities. It is especially relevant that Washington appears to have shifted its posi­tion to weigh deterrence challenges more heavily than proliferation concerns. Indicative of this is the unprecedented technology transfer involved in providing Australia with stealthy nuclear-powered submarines. This transfer requires an un­paralleled level of verification to make it transparent that Canberra does not divert some of the highly enriched uranium needed for submarine propulsion to build its own nuclear weapons. Another example is the US decision from 2021 to lift all restrictions that had long been placed on South Korea’s missile development programs. Equally important is the widespread sale of Toma­hawk cruise missiles in recent years, includ­ing to Australia and Japan. Finally, while bilateral alliances with Washington continue to be characterised by patron-client relationships, Washington appears committed to empowering regional powers not only by helping enhance their capabilities, but also by expanding security cooperation and allies’ roles therein. For instance, the Biden administration wants Japanese shipyards to regularly overhaul US warships, which allows for their constant presence in East Asia. It also upgraded bi­lateral consultations which carve out a South Korean role in US nuclear operations. Further, it is pursuing technology transfers in advanced military capabilities that will buttress Australia’s strategic reach. Although these alliance initiatives bear the hall­marks of the Biden administration, they fit the “burden-sharing while preserving influ­ence” mantra. This tactic characterised Trump’s term in office and is currently aspired to by broad segments of the Repub­lican Party. Thus, while officials and experts in Australia, Japan, and South Korea expect communication and coordination mishaps, procedural quibbles, funding challenges, and implementation delays, these individ­uals strongly believe that bipartisan US sup­port for these measures will remain strong. Nevertheless, concerns abound Although some of Trump’s domestic sup­porters would welcome any reduction in US commitments abroad, a second adminis­tration would have to face the reality that abandoning extended nuclear deterrence remains fundamentally at odds with its primary goals. Abandoned by their long-time protector and facing massive threats, former allies would likely seek to appease China, and could acquire nuclear arsenals independently. Such developments would run counter to the interests of any US ad­ministration, including a Trump White House. Fears of nuclear abandonment are therefore not the dominant concern, leav­ing plenty of room for allies’ other worries. The Pacific allies invest relatively heavily in national and joint deterrence, and defence. But they are also worried about Trump’s penchant for pressuring allies to make con­cessions. Most in Seoul, for example, expect at least a repeat of the tough cost-sharing negotiations of the first term. Trump and his supporters have been vocal about demand­ing increased financial contributions from Seoul for the US troops stationed on the Korean Peninsula, frequently coupled with threats to withdraw some or all of those forces, references to the trade imbalance, and downplaying the threats posed by North Korea. Congressional support ensures the presence of US soldiers, but the White House has considerable leeway in determin­ing the size and mandate of these deployments – and many expect Trump to use security commitments to extract economic concessions from allies. Conversely, some in Canberra and Tokyo worry that a Trump administration would seek to renegotiate various military procurement agreements to shore up US financial gains – but few believe that existing agreements would be revoked in the course of such disputes. Another fear in Australia, Japan, and South Korea is that a second Trump admin­istration will reduce or abandon the Biden White House’s various regional security cooperation initiatives and want all rela­tions to again go through Washington first. On the one hand, Trump and his advisers may be pleased with the burden-sharing benefits associated with these new forms of cooperation and continue to pursue them. On the other hand, a GOP-led administration might seek a return to the traditional centralising “hub-and-spokes” system in order to exert more control over allies. The allies therefore fear that without US leader­ship, these intergovernmental initiatives are likely to stagnate, and competition among protégés for the attention of the common patron will be reignited. This might apply particularly to the very practical, but politi­cally sensitive, trilateral partnership be­tween Japan, South Korea and the United States. Less pronounced than the aforemen­tioned fears are concerns about Trump’s “deal-making” tendencies, such as being abandoned in a costly crisis or entangled in a regional conflict. Ambiguity surrounding Trump’s policies vis-à-vis China, North Korea and Russia reflect general uncertainties about future developments in Europe and East Asia as well as Trump-specific inconsistencies. With regard to China, most expect confrontational security and eco­nomic policies, while a few fear that Trump will seek a grand bargain with Xi. Trump has kept his stance on the status of Taiwan ambiguous: he could either reject all sup­port for Taiwan or, if faced with Chinese intransigence, decide to explicitly commit to defending Taipei. While the former would expose US allies to potential Chinese coercion, the latter could lead to an open military conflict with Beijing – and many allies do not trust Trump’s resolve in such a crisis. Regarding North Korea, most hope that Trump’s failed summitry with Kim Jong Un served as a sufficient lesson. How­ever, some worry he may seek to prove that personal relationships facilitate agreements that would otherwise be difficult to achieve. For example, he could again try to persuade Kim Jong Un to stop his nuclear build-up by offering economic incentives (thus effec­tively breaking sanctions). As a quid pro quo for Seoul, Trump could go so far as to quietly accept South Korean nuclear pro­liferation. Finally, concerning Russia, many fear that Trump might propose a deal to Putin to freeze the conflict in Ukraine, an approach from which Xi could draw con­clusions for revisionism in East Asia. Implications for Europe As Trump is prone to miscalculations and erratic behaviour, caution is required when trying to predict his future policy after re-election. Nevertheless, it is important to understand why Australia, Japan, and South Korea are less concerned about US nuclear assurances. Three conclusions can be drawn from this analysis for Europe. First, even if Trump is re-elected, fundamental changes in Washington’s relations with its Pacific allies are unlikely – which is good news for Europe. For one thing, European economic success depends on the absence of open conflict between China and the US. For another, stable relations in the Asia-Pacific are indirectly a boon to NATO, since US security provision in Europe is heavily dependent upon the success of its more important commitments across the Pacific. Nevertheless, considerable uncertainties remain due to structural challenges as well as Trump’s political agenda and per­sonal idiosyncrasies. However, the pressure from Washington on Europe to adapt its China policy is likely to increase under a second Trump administration, especially as it is likely to be almost exclusively com­posed of China hardliners (China hawks). Second, in the face of these risks, Europeans should recognise that Washington and the Pacific allies will expect economic-political rather than military contributions from Europe. It would therefore be advan­tageous if European governments could use their weight within the global economic system to support the US in containing China’s military expansion. If Europe now helps to influence Beijing’s technological and financial capabilities, it could imply European willingness to impose sanctions on China in the event of war. This would also send a strong signal against revisionism in East Asia. Given Trump’s unpredictability, steps that seem costly today may prove worthwhile in retrospect if regional stability in Asia is severely damaged. Last but not least, one valuable lesson can be gleaned from understanding why US allies in Asia hold more optimistic expec­tations about a potential second Trump administration. Ultimately, the source of their optimism lies in Washington’s depend­ence on its allies and their readiness to take on greater responsibility. Arguably, this particular equation is primarily a result of exogenous factors – such as the region’s strategic importance und China’s ambitions. But it should also now be clear to Europe’s decision-makers, experts and public that the more they invest in their own capabil­ities to influence regional security policy, the less they will have to worry about Washington’s vacillations. Dr Liviu Horovitz and Elisabeth Suh are researchers in the International Security Research Division. This paper is published as part of the Strategic Threat Analysis and Nuclear (Dis-)Order (STAND) project.

Diplomacy
Macron-Barnier

Macron-Barnier, a couple in “coalitation”?

by Olivier Guyottot

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском In the weeks leading up to the appointment of Michel Barnier as France’s new prime minister, there was one word in particular to hang on the lips of those at the Elysée Palace – “coalitation”. The portmanteau of “coalition” and “cohabitation”, “coalitation” serves to refer to the situation of acute governmental deadlock in which France finds itself, more than two months after the snap parliamentary elections called by Emmanuel Macron failed to land any party an absolute majority of seats. Under the Fifth Republic, France has known three cohabitations following parliamentary elections won by the opposition to the president’s party. The first was between the socialist president François Mitterrand and conservative prime minister Jacques Chirac from 1986 to 1988; the second, between president Mitterrand and Édouard Balladur from 1993 to 1995, and the third between president Chirac and socialist prime minister Lionel Jospin from 1997 to 2002. Under such circumstances, the president took on a secondary role, including tasks such as appointing the prime minister or presiding the council of ministers, while the prime minister and national assembly set the political agenda. However, the current situation is very different, recalling more the paralysis of the Fourth Republic than any of the duos listed above. While the presidential camp lacks even a relative majority, none of the parties or coalitions from the recent legislative elections come close to securing one either. Michel Barnier will therefore have to rely on a new coalition or new ad hoc agreements to get his legislative proposals passed and avoid being censured. The French neologism coalitation is therefore more appropriate to describe the situation in which Emmanuel Macron and Michel Barnier find themselves. A notion of performance In addition, such a state of affairs is not without recalling expressions used in the labour world, such as ‘remote working’, ‘presenteeism’, ‘management’ and ‘coworking’. In the 1980s, the expressions ‘management’ and ‘managers’ became widely used terms in France to describe the challenges of optimising resources and managing people in organisations. This period marked the proliferation of neologisms, particularly of English origin, in the business world. It highlighted the importance of individual and collective performance, helping French companies compete in an increasingly global market. By the 1990s, expressions like “New Public Management” and “New Managerialism” emerged in English-speaking countries. These terms were particularly applied to setting performance targets – especially financial ones – in organisations originally serving the public interest, such as health and education sectors. An expression used by Macron? The term “coalitation” was first coined by advisers to the President of the Republic. We can read its use as an attempt to downplay the lack of a presidential majority and to ease the transition into the upcoming cohabitation. This strategy can be seen as a way for the President to maintain the upper hand despite his party’s defeat in the parliamentary elections. It functions as a semantic tool that allows Macron to frame this cohabitation in a modern and new way, setting it apart from previous ones. But the links between this term and management-inspired neologisms also reflect Macron’s profile as a “politician manager” and his managerial approach to politics. An advocate of free enterprise and entrepreneurship, often associated with the “start-up nation” concept, Emmanuel Macron embodies a political philosophy directly influenced by the business world. His terms in office have stood out through their use of team-building seminars, the use of consultants from private firms, and staff reshuffles following unmet performance targets. Inability to renew? Back home, the seemingly contradictory term also echoes the president’s fondness for the expression of “En même temps” (“At the same time”) that has become part of the Macron brand. The adverbial phrase sees him lay out a position, only to deconstruct it and espouse its contrary proposition. Critics say it shows the centrist president’s inability to adopt a stance, opting instead for a verbal fudge of saying one thing, then its opposite and ultimately, nothing at all. The neologism coalitation also embodies a new form of the Macronist “at the same time” philosophy by emphasising the need to find common ground between opposing programmes and political forces. For supporters of the president, this term highlights the relevance and timeliness of an approach developed by Emmanuel Macron. In this context, Michel Barnier’s profile as a negotiator and moderate can be seen as a reaffirmation of this strategy. Historically, however, the use of such neologisms has sometimes served to mask the challenges of ineffective or risky strategies. Some researchers have questioned whether introducing expressions like ‘management’ and ‘manager’ into the French vocabulary truly changed how companies and social relations worked, emphasising the sometimes artificial nature of these approaches. The same applies today to the term “coalitation” as this neologism seems to illustrate Emmanuel Macron’s struggle to offer a new way of doing politics despite the promises made on the night of his re-election. Macron France French Politics Barnier Politics

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. UK: Polity Books. Huntington, S.P. (1993). The clash of civilizations? Foreign Affairs, 72(3), 22-49. https://www.foreignaffairs.com/articles/united-states/1993-06-01/clash-civilizations Jaishankar, S. (2020). The India way: strategies for an uncertain world. New Delhi; New York: Harper Collins Publishers India. Kupchan, C. (2021). Bipolarity is back: why it matters. The Washington Quarterly, 44(4), 123-139. https://doi.org/10.1080/0163660X.2021.2020457 Yan Xuetong. (2016). Political leadership and power redistribution. The Chinese Journal of International Politics, 9(1), 1-26. https://doi.org/10.1093/cjip/pow002 Dynkin, A.A. (2020). International turbulence and Russia. Herald of the Russian Academy of Sciences, 90(2), 127-137. https://doi.org/10.1134/S101933162002001X. Primakov, E.M. (1996). Mezhdunarodnye otnosheniya nakanune XXI veka: problemy, perspektivy [International Relations on the eve of 21st century: problems, prospects]. Mezhdunarodnaya zhizn’, 10, 3-13. (In Russ.) Semenenko, I.S. (2023). Razdelyonnye obshchestva [Divided societies]. In I.S. Semenenko (Ed.), Identichnost’: lichnost’, obshchestvo, politika. Novye kontury issledovatel’skogo polya [Identity: The Individual, Society, and Politics. New Outlines of the Research Field] (pp. 27-35). Moscow: Ves’ Mir. (In Russ.) https://www.imemo.ru/files/File/ru/publ/2023/Identichnost-Semenenko-2023.pdf Литература на русском языке Дынкин А.А. 2020. Международная турбулентность и Россия. Вестник РАН. Т. 90. № 3. С. 208-219. https://doi.org/10.31857/S0869587320030032. EDN: WINCQO. Примаков Е.М. 1996. Международные отношения накануне XXI в.: проблемы, перспективы. Международная жизнь. № 10. С. 3-13. Семененко И.С. 2023. Разделенные общества. Идентичность: личность, общество, политика. Новые контуры исследовательского поля. Отв. ред. И.С. Семененко. М.: Весь Мир. С. 27-35. https://www.imemo.ru/files/File/ru/publ/2023/Identichnost-Semenenko-2023.pdf. EDN: NTQYRB. 1. 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.

Diplomacy
NATO symbol on the background of the American flag. Organization of the North Atlantic Treaty.

The future of NATO after the US elections

by Evelyn Gaiser, Konrad Adenauer Foundation , Max Willem Fricke, Konrad Adenauer Foundation

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском More European responsibility for a sustainable transatlantic relationship ' US geopolitical priorities will continue to shift to the Indo-Pacific region in the coming years, despite the warlike events in Europe. ' Regardless of the outcome of the US elections, it can be assumed that US defense resources will be withdrawn from Europe to the Indo-Pacific. ' Russia is already waging a hybrid war against NATO members in the form of sabotage, espionage, cyber-attacks, and disinformation. Militarily, Russia is threatening the European NATO partners. Europe must function as a credible deterrent against this threat. ' In view of the Russian war of aggression in Ukraine and possible further Russian expansionist ambitions, it is in Europe's own interest to be prepared for a possible partial withdrawal of US troops. ' The US is still the backbone of NATO's defense capabilities in areas such as reconnaissance and deterrence. European countries must contribute significantly more to their defense capability to complement US support and take over parts of it in the medium term. ' By collaborating with partners in the Indo-Pacific, Germany and other European NATO members promote interoperability and competence and signal to the US a willingness to contribute to security beyond the defense of the European Alliance area. ' Whoever rules from the White House after January 20, 2025, must consider the signal the US will send to China if support for Ukraine and engagement in NATO is scaled back. If Russia's war of aggression is successful, China will take note and draw its own conclusions. Introduction The US election campaign is being followed with great interest by security experts and transatlanticists in Europe. This is because the outcome of the election on November 5 will have a major impact on the future of NATO - and thus the most successful defense alliance of all time. This Monitor analyzes what an election victory by Donald Trump on the one hand and an election victory by Kamala Harris on the other could mean for the transatlantic alliance and how the European NATO partners must position themselves to keep transatlantic relations on a sustainable footing. The geopolitical priorities of the USA will continue to shift towards the Indo-Pacific region in the coming years, despite the warlike events in Europe. For decision-makers in Germany and other European NATO states, this means that there is an urgent need to consistently develop their defense policy and take responsibility for security policy. This is the only way to ensure peace and freedom in the European NATO states in the future. A decisive strengthening of European defense capabilities should be the key to shaping a sustainable and future-proof transatlantic partnership. Concerns about a second term for Donald Trump: Trumpproofing NATO There is concern in many European capitals that a second term in office for Donald Trump could have a decisive impact on the stability of transatlantic relations and NATO.1 The buzzword “Trumpproofing NATO” is therefore being used on both sides of the Atlantic to prepare for a possible second Trump administration. There are plenty of reasons for this. Trump has openly threatened to reduce the US troop presence in Europe, restrict intelligence sharing with NATO allies, cut a deal with Russia over Ukraine's head and revoke NATO's Article 5 security guarantee for those who do not contribute sufficiently.2 Take him seriously, not literally!  Trump's unpredictability is part of his political strategy. And so, Europe should prepare for various scenarios. The recommendation made by Republican MPs to their transatlantic partners at the recent NATO summit in Washington appears to be quite groundbreaking: Trump is not to be taken literally, but he should certainly be taken seriously.3 European decision-makers should also look at existing security policy ideas from Trump's environment, as he could - without a security policy strategy of his own - use these as a guide. “Dormant-NATO” - possible withdrawal of large parts of US troops  The concepts of conservative security policy pioneers such as Elbridge Colby4, Sumantra Maitra5 and Dan Caldwell6 are well-known. Colby was the architect of the national security strategy under Trump in 2018 and is considered a candidate for a top security policy post in a possible Trump II administration.7 Caldwell is Vice President and Maitra is a Senior Fellow at the influential Trump-affiliated think tank “Center for Renewing America”. The aforementioned experts advocate an increase in defense spending by European NATO members far above the 2014 target of two percent of gross domestic product.8 Furthermore, they call not only for increased burden-sharing, but also for burden-shifting within NATO.9 So far, Western Europe has acted as a free rider and exploited the US involvement in NATO (“freeriding”) - an insight that has long been shared by Republicans and Democrats, albeit in different tones.10 However, the Republicans go further: in view of rising debts, problems with recruiting soldiers and a defense industry that cannot keep up with the challenge posed by Russia and China, the US can no longer avoid a realignment of NATO.11 Maitra's “Dormant NATO” concept suggests that the USA should only be active in Europe with a limited naval and air force presence in future and would only operate in acute threat situations and in extreme emergencies with nuclear deterrence.12 The majority of the infantry, armored forces, logistics and artillery previously provided by the USA should therefore be provided by the Europeans.13 According to Maitra, the costly US leadership role in NATO is no longer in the interests of the United States, as Russia no longer poses an immediate threat to the US.14 Europe is therefore called upon to take over the conventional defense of its own continent, which is also justified by the fact that the US must focus its security policy resources on the Indo-Pacific and the protection of Taiwan. About Ukraine, Trump is considering a deal with Russia if he wins the election. The content of such a deal could be the end of NATO's eastward expansion and the rejection of NATO membership for Ukraine and Georgia. Trump could also negotiate with Russian President Vladimir Putin over Moscow's Ukrainian territorial claims - over the heads of Ukraine.15 JD Vance - Isolationist approaches of a vice-presidential candidate Donald Trump's vice-presidential candidate JD Vance also criticizes NATO and calls for US resources to be prioritized in Asia, particularly to deter a possible Chinese attack on Taiwan. However, his position on Ukraine stands out in particular: he is completely opposed to US military aid for Ukraine.16 Vance believes that Ukraine cannot win the war against Russia in purely numerical terms and is in favor of negotiations with Russia.17 Another accent of the vice presidential candidate is his clear criticism of the rules-based world order. With him as Vice President, a break with the traditional foreign policy of the United States could become more likely.18 However, Vance has also shown himself to be very changeable in terms of his opinions and convictions, which is why he - like Trump - is difficult to assess overall. Despite the ambiguities and versatility that Trump and his foreign and security policy makers stand for, they are united by a tendency towards isolationism and criticism of NATO. Although a withdrawal from NATO is unlikely, Trump could drastically reduce the US role in the European security architecture. A Trump II scenario could pose further dangers for Ukraine in particular. Continuity under Kamala Harris? While the transatlantic agenda of a Democratic presidential candidate Biden was considered predictable, the nomination of Kamala Harris has brought a new dynamic to the debate about the future of transatlantic relations in case of a Democratic victory. Against this backdrop, it makes sense to look at the defense policy approaches that a Kamala Harris presidency could entail. Would Kamala Harris mean continuity in transatlantic relations? Would Harris be a transatlanticist? Kamala Harris gained important insights into foreign and security policy not only as Vice President, where she was present in the Oval Office or Situation Room for all important foreign policy decisions,19 but also as a Senator on the Home-land Security and Intelligence Committees. This applies to the investigation into Russian influence on the 2016 US elections in the Intelligence Committee, which is also likely to have shaped her view of Vladimir Putin.20 Kamala Harris is regarded as an advocate of transatlantic cooperation. As Vice President, Harris took part in Ukraine peace conference in Switzerland in the summer, met with Ukrainian President Volodymyr Zelensky six times and attended the Munich Security Conference three times. There she reaffirmed the USA's unwavering commitment to NATO and Article 5 of the North Atlantic Treaty.21,22 Her previous statements during the election campaign - particularly at the Democratic Party conference - also indicate that her foreign policy approach will continue to be in line with Joe Biden's NATO policy. Harris emphasized the importance of alliances, her commitment to NATO and her support for Ukraine against the Russian occupation. In the TV duel against Donald Trump, she described NATO as “the greatest military alliance the world has ever known ”23 and announced that she would continue to support Ukraine if she won the election. However, she left open whether she would supply Ukraine with added weapons or authorize the use of American weapons against targets on Russian soil.24 Her current security advisor, Phil Gordon, a proven expert and friend of Europe, is also being touted as a candidate for a high-ranking position in a possible Harris administration.25 There are therefore initial indications that the transatlantic alliance would continue to play an important role in foreign and security policy under Kamala Harris. Tim Walz: Foreign policy profile Harris' candidate for Vice President, Tim Walz, does not yet have a clear foreign policy profile. However, as a long-standing and high-ranking representative of the National Guard, he has ability in military matters. In the past, he has spoken out against military operations in Iraq, Syria and Yemen.26 He also joined Republican politicians in 2016 who spoke out against cuts to the military, as it needs to be well funded in order to meet the challenges in the world.27 The China expert spoke out against Trump's trade arms race with China, but also denounced human rights violations. Walz clearly condemned the Russian war of aggression, signed a law as governor of Minnesota that ended the state's investments in Russia28 and expressed his support for Ukraine29. However, many of his foreign policy positions are unlikely to be completed and will depend on which advisors he chooses to surround himself with. Generational change in the White House Despite Kamala Harris' fundamental support for NATO, her inauguration would mark a generational change in the White House. While President Joe Biden, who was born three years before the end of the Second World War, was significantly socialized politically by the Cold War, Harris began her political career a good twenty years after the fall of the Berlin Wall and does not share the same historical ties to Europe. At the same time, Harris must respond to changing domestic and geopolitical realities. The United States is still the global superpower with a claim to military leadership. However, NATO has recently lost support in public opinion in the USA and the willingness to fund European defense is dwindling.30 Support for Ukraine is also viewed increasingly critically.31 There is also a consensus in broad circles of the Democratic Party that Europe must take more responsibility for its own defense. The economic policy agenda now announced by Harris in the election campaign would be enormously costly.32 This makes a significant increase in defense spending unlikely. The public, politicians and experts33 now perceive China as by far the greatest threat to the security and prosperity of the United States, and Harris is also concerned about China's quest for global political power. Harris has already announced at the party congress that she will ensure that America wins the competition for the 21st century against China.34 In view of increasing tensions in the Indo-Pacific, the transfer of additional military resources, particularly air force and navy, from Europe to the Indo-Pacific region will be unavoidable in the medium term. About NATO, the difference between a Harris and a Trump-led administration is likely to lie in the scope and speed of the withdrawal of US defense resources from Europe. While a withdrawal under Trump could be implemented quickly, an election victory for Harris is more likely to mean a gradual withdrawal and would give the Europeans time to position themselves better in terms of defense policy.35 NATO is still the most important instrument for European defense cooperation. Against the backdrop of the volatile security environment and the shift in priorities in the USA, Europeans must take on more responsibility for the defense of their own continent. This is the only way to ensure that NATO is still a successful defense alliance in the future. However, this debate should not be about Donald Trump or Kamala Harris, but about improving military capabilities to deter and defend against attacks on alliance territory. In view of the Russian war of aggression in Ukraine and possible further Russian expansionist ambitions, it is in Europe's own interest to be prepared for a possible partial withdrawal of US troops. This can only take place in close coordination with the USA and within NATO structures. Europe's security still depends on the USA. Because even if the European pillar of NATO is placed on a more stable footing, European security can only be guaranteed with American support for the near future. The USA is indispensable in NATO. The partners lean on its capabilities and are guided by developments. The US defense budget accounts for around two thirds of defense spending within NATO. There are currently around 85,000 soldiers stationed in Europe.36 This means that US defense spending is almost ten times higher than that of Germany, which has the second highest defense budget in NATO. A substantial proportion of US defense spending currently goes towards protecting European NATO members.37 At the same time, nine NATO countries, including Canada, Spain, and Italy, still spend less than two percent of their GDP on defense. Most of the so-called "strategic enablers", such as reconnaissance, aerial refueling and satellite communications, are currently provided by the USA, whose forces, in contrast to most European armies, are quickly deployable, combat-ready and equipped with sufficient stocks of ammunition.38 Despite all the debates that are taking place in this regard, the nuclear umbrella is likely to remain Europe's life insurance in the future. "New" threat situation requires a rethink. Russian President Vladimir Putin's speech at the Munich Security Conference39 in 2007 was followed by action: Russia's invasion of Georgia in 2008, its illegal annexation of Crimea and the start of the protracted conflict in the Donbass in 2014, its withdrawal from the arms control and security architecture and finally its invasion of Ukraine in 2022.40 The assumption is that, in the event of military success in Ukraine, Putin will declare further territorial claims and take military action. Security experts warn that Russia could press ahead with its imperial expansionism in just a few years and be capable of waging war against a NATO country.41 Russia is already waging a hybrid war against NATO members in the form of sabotage, cyber-attacks and disinformation.42 However, Russia is not the only threat to European security. From the Sahel to the Middle East, there are numerous complex challenges: Terrorism, ongoing conflicts and fueled instability on the southern flank have a negative impact on Europe. The resulting migration movements also have destabilizing effects. Military exercises with Chinese participation in Belarus and cyber-attacks on European NATO partners are also signs of China's growing claim to power in Europe. The ever-closer cooperation between China, Russia, Iran, and North Korea is a challenge for NATO. Decisive strengthening of the European security architecture for a sustainable transatlantic relationship For NATO to support a sustainable foundation, the European and German security architecture must be better secured and coordinated in the future. In the long term, defense spending in Europe should be increased beyond the envisaged two percent of gross domestic product and permanently integrated into national budgets. Resilience means creating resilience, deterrence, and defense capability. In the case of Germany, the threat situation and the resulting security policy requirements do not yet appear to be sufficiently anchored in political awareness. A consistent rethink is needed here. More efficient organization of defence structures and military procurement is needed. At present, the Bundeswehr is only partially capable of defending the country and the alliance, also in view of the gaps that have arisen due to the transfer of weapons and ammunition to Ukraine. A study by the Kiel Institute for the World Economy found that at the current rate of procurement, Germany would need up to almost 100 years to reach the military stocks of 20 years ago.43 Although the turnaround in Germany has been proclaimed, it has not been sufficiently driven forward politically and has not been set up sustainably in terms of financial policy - beyond the special fund. A consistent implementation of the turnaround for a defensible Germany would inevitably require painful savings elsewhere. This must be considered in the domestic political discourse to prepare the public for future necessities. This also includes the debate on compulsory military service and the creation of a new security culture in society. This will only be possible if the threat situation and, conversely, the need for a turnaround are communicated in all their urgency and consistency. In the German arms industry, ability building and close cooperation and coordination with European partners are of crucial importance.44 Promises made to NATO partners must be backed up financially, in terms of personnel, structure and material. While Russia has switched to a war economy, Europe is finding it difficult to significantly increase production. This also requires a stabilization of defence spending. To build up sustainable abilities, the industry needs planning security. And the budget, which provides for hardly any growth in defense spending, does not offer this.45 It is precisely this planning security that would enable the defense industry to create new jobs in the long term and thus take on employees who currently have less of a future in the weakening automotive industry, for example. The (not yet officially published) draft for the new National Security and Defense Industry Strategy, which aims, among other things, to ease access to loans and capital market-based financing for the security and defense industry (SVI), sends a positive signal. The draft states that the “SVI activities are fundamentally compatible with ESG criteria” (Environmental, Social and Corporate Governance) from the perspective of the federal government.46 Strengthening joint commitment in the Indo-Pacific It is not only the USA that has recognized the danger of China's desired supremacy in the Indo-Pacific. European NATO members also see increasing challenges in Asia and have an interest in supporting a rules-based order and free sea and trade routes in the Indo-Pacific, which is of crucial importance not least for an export nation like Germany. European NATO states, including Germany, are becoming increasingly involved in the Indo-Pacific region.47 At the anniversary summit in Washington in July, NATO toughened its tone towards China and clearly stated the danger posed by the ever closer cooperation between Russia, China, Iran and North Korea.48 At the same time, cooperation with the so-called Asia-Pacific 4, the NATO partner states Australia, Japan, New Zealand and South Korea in the Indo-Pacific, is becoming closer. This cooperation must be further strengthened, for which the partner countries Australia49 and Japan50 or the multinational maneuver RIMPAC51 are particularly suitable. By cooperating with like-minded partners in the Indo-Pacific and participating in multinational exercises and freedom-of-navigation operations (FONOPs), Germany and other European NATO members not only defend their interests and promote interoperability and competence, but also signal to their partner, the USA, their willingness to get involved beyond the defense of the European alliance territory and make a contribution to transatlantic security.52 NATO is not a one-way street: clearly communicating added value for the USA. Without the leadership of the United States, NATO will not be able to continue its success story. For this reason, it is crucial to convince the American side and to highlight the strategic interest of the US in preserving this treaty-based peace order and stability in Europe.53 In doing so, the European NATO partners should not only effectively communicate their defense policy progress, but also increasingly provide up-to-date data and figures on the benefits of NATO engagement for the US. The evidence shows that US security engagement has significant positive effects on US trade. According to calculations, trade losses that could result from a US withdrawal from international security commitments in the medium and long term would exceed the potential savings in defense resources.54 European partner states are also making significant purchases of military equipment in the US, as illustrated by the example of the F35 fighter aircraft, for which numerous European states have concluded purchase agreements.55 Since the Russian war of aggression against Ukraine, European demand for US military equipment has risen sharply and in 2023 the US Department of Defense recorded record sales of military equipment and hardware, particularly to European partners and allies.56 NATO's deterrent effect has been instrumental in preventing armed conflict in member countries since its start. The stability that the alliance guarantees therefore also relieves the strain on American resources. Whoever takes office in the White House on January 20, 2025, must consider the signal the US will send to China if support for Ukraine and involvement in NATO are scaled back. If Russia's war of aggression is successful, China will take note and draw its own conclusions. A vacuum in Europe would not only be used by Russia, but also by China to expand its presence and influence on the continent. A US withdrawal from NATO in favor of a stronger focus on its strategic rival China could therefore ultimately play right into the latter's hands. References 1 https://www.kas.de/de/web/auslandsinformationen/artikel/detail/-/content/tun-wir-genug (last request 15.08.2024) 2 https://www.csis.org/analysis/beyond-trump-proofing-natos-real-adversaries (last request 15.08.2024) 3 https://www.washingtonpost.com/national-security/2024/07/11/trump-nato-republicans-con-gress/ (last request 15.08.2024) 4 https://foreignpolicy.com/2024/07/31/elbridge-colby-trump-foreign-policy-military-china/ (last request 16.08.2024) 5 https://americarenewing.com/team/sumantra-maitra/ (last request 20.08.2024) 6 https://www.foreignaffairs.com/united-states/foreign-policy-republican-american-power (last request 02.09.2024) 7 https://www.politico.eu/article/former-president-donald-trump-ally-europe-joe-biden-us-elec-tions-pentagon/ (last request 16.08.2024) 8 https://www.politico.eu/article/trump-ally-warns-eastern-europe-to-rapidly-increase-defense-budgets/ (last request 21.08.2024) 9 https://ip-quarterly.com/en/nato-thrive-europe-needs-wake (last request 29.08.2024) 10 https://americarenewing.com/policy-brief-pivoting-the-us-away-from-europe-to-a-dormant-nato/ (last request 15.08.2024) 11 https://www.politico.com/news/magazine/2024/07/02/nato-second-trump-term-00164517 (last request 15.08.2024) 12 https://americarenewing.com/policy-brief-pivoting-the-us-away-from-europe-to-a-dormant-nato/ (last request 15.08.2024) 13 https://www.politico.com/news/magazine/2024/07/02/nato-second-trump-term-00164517 (last request 02.09.2024) 14 https://americarenewing.com/policy-brief-pivoting-the-us-away-from-europe-to-a-dormant-nato/ (last request 15.08.2024) 15 https://www.politico.com/news/magazine/2024/07/02/nato-second-trump-term-00164517 (last request 02.09.2024) 16 https://foreignpolicy.com/2024/07/18/j-d-vance-trump-foreign-policy-china-ukraine-vice-presi-dent-pick/ (last request 15.08.2024) 17 https://www.cfr.org/blog/meet-jd-vance-republican-vice-presidential-candidate (last request 29.08.2024) 18 https://www.cfr.org/blog/meet-jd-vance-republican-vice-presidential-candidate (last request 29.08.2024) 19 https://english.elpais.com/usa/elections/2024-09-02/kamala-harriss-foreign-policy-continuity-in-substance-a-new-style-in-form-and-the-hot-potato-of-gaza.html# (last request 02.09.2024) 20 Vgl. https://www.npr.org/2024/07/24/nx-s1-5049698/a-perspective-on-kamala-harris-poten-tial-foreign-policy-priorities (last request 08.08.2024)21 Vgl. https://de.usembassy.gov/de/rede-von-us-vizepraesidentin-kamala-harris-auf-der-muenchner-sicherheitskonferenz-2023/ (last request 08.08.2024) 22 Der Artikel 5 zum Bündnisfall der NATO sieht vor, dass im Falle eines bewaffneten Angriffs gegen ein Mitgliedsland, die anderen Mitgliedsstaaten dem angegriffenen Land Beistand leisten. Vgl. Nordatlantikvertrag: https://www.nato.int/cps/en/natohq/official_texts_17120.htm?selec-tedLocale=de (last request 08.08.2024) 23 https://www.youtube.com/live/SGRydccYp0c?si=L4RBnZ0pBsF_JGmm (last request 12.09.2024) 24 https://thehill.com/opinion/international/4874527-the-debate-failed-on-foreign-policy/ (last request 12.09.2024) 25 Vgl. https://www.politico.eu/article/philip-gordon-us-politics-kamala-harris-us-elections-eu-rope-joe-biden-emmanuel-macron/ (last request 08.08.2024) 26 https://foreignpolicy.com/2024/08/07/harris-walz-us-election-progressive-foreign-policy-war-israel-gaza-ukraine/ (last request 09.08.2024) 27 https://fpc.org.uk/us-presidential-election-what-would-a-harris-walz-foreign-policy-look-like/ (last request 02.09.2024) 28 https://www.cbsnews.com/minnesota/news/gov-walz-signs-bill-ending-state-investments-in-russia/ (last request 02.09.2024) 29 https://www.politico.com/news/2024/08/06/tim-walz-vp-harris-veterans-00172782 (letzter Ab-ruf 14.08.2024) 30 https://www.pewresearch.org/global/2024/05/08/americans-opinions-of-nato/ (last request 12.09.2024) 31 https://www.bbc.com/news/world-us-canada-67649497 (last request 09.08.2024) 32 https://www.washingtonpost.com/business/2024/08/16/kamala-harris-2024-policy-child-tax-credit/ (last request 19.08.2024) 33 https://www.c-span.org/video/?c5038077/pacing-challenge (last request 30.08.2024) 34 https://www.ft.com/content/5d50d474-dc4d-4504-8002-7a81874153a8 (last request 03.09.2024) 35 https://www.foreignaffairs.com/united-states/natos-missing-pillar (last request 21.08.2024) 36 https://www.bbc.com/news/world-44717074 (last request 09.08.2024) 37 https://www.politico.com/news/magazine/2024/07/02/nato-second-trump-term-00164517 (last request 03.09.2024) 38 https://ip-quarterly.com/en/nato-thrive-europe-needs-wake (last request 30.08.2024) 39 http://news.bbc.co.uk/2/hi/europe/6350847.stm (last request 04.09.2024) 40 https://ecfr.eu/publication/defending-europe-with-less-america/?amp (last request 03.09.2024)41 https://www.tagesspiegel.de/politik/wir-mussen-raketenabwehr-aufbauen-bundeswehr-sieht-russland-in-funf-bis-acht-jahren-zu-krieg-gegen-nato-fahig-11406908.html (last request 15.08.2024) 42 https://www.csis.org/analysis/beyond-trump-proofing-natos-real-adversaries (last request 15.08.2024) 43 https://www.ifw-kiel.de/de/publikationen/aktuelles/kriegstuechtig-in-jahrzehnten-deutsch-land-ruestet-viel-zu-langsam-gegen-russische-bedrohung-auf/ (last request 18.09.2024) 44 https://www.kas.de/de/web/auslandsinformationen/artikel/detail/-/content/tun-wir-genug (last request 15.08.2024) 45 https://www.dbwv.de/aktuelle-themen/verband-aktuell/beitrag/wuestner-sich-die-augen-zu-halten-reicht-nicht (last request 15.08.2024) 46 https://table.media/wp-content/uploads/2024/08/12162241/Entwurf_Strategie-Staerkung-SVI.pdf (last request 12.09.2024) 47 https://www.bundeswehr.de/en/organization/german-air-force/pacific-skies-24- (last request 05.09.2024) 48 Vgl. https://www.linkedin.com/pulse/nato-jubil%C3%A4umsgipfel-2024-mehr-verantwortung-zemle/ (last request 08.08.2024) 49 https://www.kas.de/de/web/auslandsinformationen/artikel/detail/-/content/fernbeziehung (last request 04.09.2024) 50 https://www.kas.de/de/web/auslandsinformationen/artikel/detail/-/content/die-zusammenar-beit-zwischen-japan-und-der-nato (last request 04.09.2024) 51 https://www.cpf.navy.mil/RIMPAC/ (last request 05.09.2024) 52 https://www.atlanticcouncil.org/content-series/memo-to/nato-leaders-indo-pacific/ (last request 05.09.2024) 53 https://youtu.be/2_djNsTnJcI (last request 14.08.2024) 54 https://www.rand.org/pubs/research_reports/RR518.html (last request 04.09.2024) 55 https://euro-sd.com/2024/07/articles/39541/f-35-in-europe-a-takeover/ (last request 04.09.2024) 56 https://www.defense.gov/News/News-Stories/Article/Article/3736017/dod-has-seen-huge-in-crease-in-military-sales-since-ukraine-invasion/ (last request 04.09.2024)