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Diplomacy
President Meloni meets with Chancellor Merz. Rome, 23/01/2026 – The President of the Council of Ministers, Giorgia Meloni, with the Federal Chancellor of the Federal Republic of Germany, Friedrich Merz. Under licence CC-BY-NC-SA 3.0 IT

President Meloni’s press statement with Chancellor Merz

by Giorgia Meloni

Good afternoon everyone, and thank you again for being here. I am very pleased to have hosted Chancellor Merz and his Ministers in Rome today for this intergovernmental summit between Italy and Germany – the second in just over two years, following the one we held in Berlin in November 2023. Among other things, this summit kicks off a particularly significant year for the bilateral relationship between our nations, with 2026 marking the 75th anniversary of the resumption of diplomatic relations between Rome and Berlin. This summit is also clearly being held at a particularly complex moment in time, which is forcing Europe to choose whether it intends to play a leading role in its own destiny, or have its destiny dictated to it. In our view, this phase requires clarity of mind, responsibility, courage and, above all, the intelligence required to transform crises into opportunities. I am personally convinced that, at this turning point in history, Italy and Germany have a special responsibility, by virtue of their history, influence and leadership. We are two great European nations, founders of the European Union and leading players in international dynamics. We are Europe’s two main manufacturing powers, with strongly interconnected production and industrial systems that are complementary in many ways. However, above all, we both share a common vision on some of the most strategic issues, and are in fact pursuing the same underlying goal: to build an authoritative Europe that is aware of its role in the world and is able to be competitive on the global stage, a Europe capable of strengthening its strategic autonomy with pragmatism, concreteness and common sense. Two years ago, in Berlin, we signed an Action Plan whose objective was to take our bilateral cooperation to a higher level and explore new areas for common growth. That is precisely what we have done over these years and months, as can be seen in the many examples of collaboration we have developed. I am thinking of the agreement on the security of gas supplies; the joint venture between Leonardo and Rheinmetall; the agreement for the integration of ITA Airways into the Lufthansa Group; and I could name many others. With today’s summit, we have decided to continue along this path and keep investing with conviction in our strengthened cooperation by setting ourselves even more ambitious goals. I believe I can now say that Italy and Germany are closer than ever, and I think this is good news, not only for our peoples, but also for Europe as a whole. For if two important nations are friends, allies, and solid from both an economic and an industrial point of view – as Italy and Germany are – and they decide to move in the same direction, with each contributing their own added value, then the conditions are in place to achieve excellent and significant results for our businesses, our workers, our citizens, and their families. Today, we have decided to strengthen our cooperation - cooperation in the truest sense of the word. As I have said before on several occasions: the etymology of words gives us back a picture and the underlying meaning of what we say. ‘Cooperation’ comes from the Latin ‘co-operari’, meaning ‘to work with’. Cooperation never involves an active and a passive role, someone who buys and someone who sells, for example. When there is true cooperation, something new is always born, with each party contributing their own added value. That is precisely what we are doing, and what we have done on this important day by adopting three very significant documents, in addition to the agreements you saw signed and exchanged earlier. The first is a cooperation protocol to expand our areas of collaboration, which updates the bilateral Action Plan we signed in 2023. I am thinking of agriculture, our plans to further strengthen our already solid industrial cooperation, cultural dialogue, and cooperation in the management of migration flows. Migration is one of the crucial challenges for our continent, on which there is full alignment with the German Chancellor. We both think the main challenge lies in defending the European Union’s external borders, fighting human trafficking, and working to ensure respect for legality in strengthening the return system, as well as in cooperating with the nations of origin and of transit, which Italy in particular (but not only Italy) is trying to develop through a new model of cooperation with the African continent. Clearly, our goal is to consolidate the change of approach which, thanks also to our governments, has taken hold and is becoming increasingly well established in Europe. Over the last years, this new approach has enabled us to guarantee a significant reduction in the number of irregular entries, illegal departures and landings. Italy also intends to pursue this commitment through innovative solutions, starting with the protocol with Albania we have been promoting. I want to tell Chancellor Merz that I am grateful for his decision to regularly participate in the informal working group of like-minded countries, which meets in the margins of European Council meetings to discuss precisely the issue of migration. The other very important matter on which Chancellor Merz and I agree is the need for a decisive step change in Europe regarding the competitiveness of our companies. It is now evident and clear to anyone with intellectual honesty that a certain ideological view of the green transition has ended up bringing our industries to their knees, giving Europe new and dangerous strategic dependencies, and without even managing to have a real impact in terms of protecting the environment and nature globally. We are convinced there is room to correct these mistakes and avoid our continent’s industrial decline, but, of course, courage is required. We want to accelerate on these issues, which is why we will be presenting our joint non-paper at the next informal meeting in Brussels on 12 February, where discussions will begin regarding the next European Council meeting in March - of particular importance precisely for matters regarding competitiveness. This joint non-paper is focused on a number of priorities which, in our view, cannot be postponed: simplifying and cutting EU red tape; strengthening the single market; relaunching the automotive industry based on technological neutrality; ensuring an ambitious trade policy based on shared rules and a level playing field. This is the second document we signed today, and it is a document which I consider to be very significant and which we intend to share with the European Commission and the President of the European Council as well as with all the other leaders who will be participating in these discussions. The third document we signed this morning on defence, security and resilience is equally as important. These are sectors in which Italy and Germany can count on industrial players of absolute excellence, which generate incredibly high added value. We want to strengthen our cooperation in this area, and we believe our production systems can make a significant contribution to building a solid European pillar within the Atlantic Alliance, which for many years we have been calling for without ever really making any progress, and to act accordingly. To this end, I have informed Chancellor Merz of Italy’s decision to join the multilateral agreement on arms exports, which is already in place between Germany, France, Spain and the United Kingdom. This is the reason why we held an important 2+2 meeting this morning between our Foreign and Defence Ministers, in order to coordinate our positions and also work even more closely together on the main international issues, starting with Ukraine and the Middle East. We have always been strongly aligned on both of these fronts too, and we will continue to do our part to achieve a just and lasting peace in Ukraine and to build a stable framework for security and prosperity in the Middle East. This morning, we also discussed how to enhance our cooperation in many other areas. I am thinking of energy interconnections and economic and infrastructure interconnections, which are increasingly crucial in this era. We are working together to support strategic initiatives that are in line with this goal, for example: the SoutH2 Corridor; Medlink; Elmed; and the IMEC, which is the corridor that will connect India, the Middle East and Europe, and in relation to which Italy and Germany are playing a key role in Europe. The work we have done, and have still yet to do, is very extensive. Today, Italy and Germany are not only confirming their partnership but are also deciding to strengthen it at all levels, by working side by side on challenges that are crucial for our time. I’ve read a number of comments over the last few hours, with some observers saying that 2026 will be “the year of Italy and Germany”. I can’t say whether this prediction corresponds to reality, but what I can say is that we intend to give it our all; we absolutely intend to do our part in order to consolidate a friendship that is strategic not only for our nations, but for Europe as a whole. Thank you again.

Diplomacy
U.S. Nuclear Negotiations With Iran. U.S. Department of State, Public domain, via Wikimedia Commons

Us-Iran Peace Talks: Options and Outcomes

by Ian Dudgeon

Will the US-Iran ‘peace talks succeed or fail? Given the mix of personalities and national interests involved, we just don’t know. Success would likely be a short-term, mutually face-saving compromise, leaving many major bilateral and regional issues still to be resolved. Failure is likely to lead to a US-initiated war with chaotic outcomes and perhaps no real winners. What does President Donald Trump want? In the short term, he wants a “peace deal” comprising multiple components. While not all details are public, the first and foremost goal is nuclear. Iran must not have the capability to make a nuclear weapon. While some reports suggest the US demands that Iran close down its whole nuclear program, most reporting claims US demands are limited to Iran ceasing the production of and giving up all enriched uranium beyond that needed for its domestic nuclear energy needs. US demands also include Iranian agreement to International Atomic Energy Agency (IAEA) inspections to verify they comply with this commitment. Other demands include limiting the range of all ballistic missiles to some 500 km (compared to some 2000 km at present), the cessation of all hostilities toward both regional countries, and support for other nations or proxies engaged in such hostilities. These terms would put all of Israel out of range and discourage further attacks from Iran on Israel, despite the term “hostilities” being left vague. It is difficult to see Iran agreeing to the former. A deal on the latter might be possible. One formula could be through recognizing Israel’s right to exit (as does the Palestine Authority - PA) and ceasing hostilities and support to proxies in the context of progress towards a two-state solution. Trump’s aim is ‘maximum pressure’, precipitating ‘regime change’— that is, the end of Iran’s conservative mullah-led autocracy and its military guardians, the Islamic Revolutionary Guard Corps (IRGC). This is a longer-term goal, but one he would pursue opportunistically in the short term if circumstances permit, such as in the event of an outbreak of war. Denials and Tricky Negotiations Iran has always denied its intention to develop nuclear weapons; most recently, this week, by the Iranian Foreign Minister, Abbas Araghchi. The international community generally believes Iran knows how to make a nuclear weapon and would do so if it could; however, Iran won’t because it could not hide the process, and external intervention in response could be horrendous. Therefore, Iran is willing to negotiate the nuclear issue. It did so before, as part of negotiations between Iran and the US, resulting in the signing of the Joint Comprehensive Plan of Action (JCPOA) in 2015 during the presidency of Barack Obama. The difference between Obama and Trump is that Obama understood the subtleties of negotiating with Iran, i.e. build trust through the JCPOA before moving on to missiles and issues of regional hostilities. Trump 1.0 trashed the JCPOA in 2018, remarking it was “the worst deal in history.” Although Iran continued to comply with its conditions for a further 12 months. President Joe Biden dropped the ball on this issue, and Trump 2.0, upon re-election, continued where he left off in 2021. The Iranians are certainly not easy to negotiate with. Relevant “subtilties” include being a proud, fiercely independent, well-educated people who seek to own/control their own resources (e.g., oil) and, to the extent possible, be self-sufficient. They do not like being bullied, and trust is a key part of relationships. They claim Trump has consistently bullied them with his threats and actions, and all trust has long gone, dating back to Trump 1.0. Iranian officials have argued privately that the policies and actions of both Trump 1.0 and Biden, including the heavy economic sanctions, forced Iran into the “axis of evil” for basic survival reasons. They claim they want their independence, and have no particular affinity for the Russians, Chinese and North Koreans. One conclusion from that any negotiations with the US will occur in an atmosphere of tension and distrust. So, who does Iran trust? Violence on the Streets of Tehran: Regime Change and Civil Unrest On the issue of regime change, US (and Israeli) exploitation of last month’s widespread demonstrations throughout Iran was both an opportunity and a challenge. But the regime survived. There are four basic criteria for the successful change of any regime: leadership, the reason for change, the will of the majority of the people, and the support of a significant element of the armed forces and security forces to facilitate and sustain change Discontent with the Iranian government has been evident among different groups in the country for some time. Mostly, this has been political, but this time the driver was economic, driven principally by the hard squeeze of external sanctions, coupled with mismanagement and corruption. The outreach of hardship and dissent was much broader than before. And despite targeted input from outside Iran, the regime did not topple. Demonstrators were strongly suppressed by the government, and Trump’s threat to help demonstrators did not eventuate. Would his military intervention have been the tipping point? We can only guess. But here was no apparent split within the armed or security forces – given their deep involvement in the economy, there were strong self-interest motives not to – and no leadership figure, civilian or military, emerged. Attempts to promote Reza Pahlavi, the Shah’s son, who was deposed in 1979, as a rallying figure, if only temporarily, failed. I doubt he has much appeal in-country due to the heavy suppression and corruption of his father. But the message was loud: there is disaffection, political and especially economic, which could ignite if the fuse is right. What to Expect Will Trump be tempted to use military force to try to facilitate regime change if he doesn’t get his way at the next round of nuclear negotiations, now due to be held in Oman late this week? He has the fleet in place, and comprehensive planning will be well underway, building on lessons learned from the Israeli-US 12-day war last June and recently in Venezuela. The planning focuses on key kinetic and non-kinetic targets, especially those requiring a preemptive strike. Israel will be part of this, with its own targets, which presumably will include key leadership, military and other persons. Iran will have done its planning also around its own lessons learned. Iranian early warning of an attack, even if measured in only minutes, will be critical in determining how quickly events unfold within and outside Iran, and how devastating they are. However, if this does force regime change, who will take over? Without the mullahs and lacking any civilian opposition infrastructure, the military (minus the IRGC?) would have to be the backbone of any new government. Civilian leadership is an unknown, though talented politicians and technocrats exist. Iran could become very fragmented and unstable as it sorts itself out. This article is published under a Creative Commons License and may be republished with attribution.

Defense & Security
Down chart graph index.World economy and the crisis could affect the entire globe.Soldiers in shadow of flags.Terrible war between US and Iran.Iran and United States conflict,war crisis and bankruptcy

Why Sunni Arab countries in the Middle East oppose US military strikes against Iran?

by World & New World Journal Policy Team

I. Introduction In late December 2025, mass protests erupted across Iran, driven by public anger over the deepening economic crisis. Initially led by bazaar merchants and shopkeepers in Tehran, the demonstrations quickly spread to universities and major cities such as Isfahan, Shiraz, and Mashhad, becoming the largest unrest since the 2022 Mahsa Amini protests. Over time, the movement expanded beyond economic demands to include calls for freedom and, in some cases, the overthrow of the regime. Protesters chanted anti-government slogans such as “Death to the Dictator”. [1] In response, since late December 2025 Iranian state security forces have engaged in massacres of dissidents. The Iranian government has also cut off internet access and telephone services in an attempt to prevent protesters from organizing. The Iranian government has accused the United States and Israel of fueling the protests, which analysts suggest may be a tactic to increase security forces’ willingness to kill protesters. A Sunday Times report, based on information from doctors in Iran, said more than 16,500 people were killed and more than 330,000 injured during the unrest. The Interior Ministry in Iran verified 3,117 people had been killed in protests. [2] The Iranian protests, the largest in the Islamic republic’s 46-year history, appear to have subsided for now in the face of a violent government crackdown. US President Donald Trump has threatened to “hit very hard” if the situation in Iran escalates, reigniting concerns about possible American intervention in the region. Even Trump called Iran’s Supreme Leader Ayatollah Ali Khamenei “sick man” in an interview with Politico on January 17th, 2026, and said, “It’s time to look for new leadership in Iran.” It appeared to be the first time Trump had called for the end of Khamenei’s rule in Iran. [3] Despite having repeatedly threatened to attack Iran if the regime were to start killing protesters, Trump has held off on any immediate military action against the Islamic Republic. While the US reportedly sent the USS Abraham Lincoln carrier strike group to the Middle East on January 15th, 2026, President Trump has not specified what he might do. However, on January 28th, 2026, Trump posted on social media: “A massive Armada is heading to Iran... It is a larger fleet, headed by the great Aircraft Carrier Abraham Lincoln, than that sent to Venezuela. Like with Venezuela, it is, ready, willing, and able to rapidly fulfill its mission, with speed and violence, if necessary.” Saying that time is running out, Trump demanded that Iran immediately negotiate a nuclear deal. He also suggested his country’s next attack on Iran could be worse than last year’s. However, US allies in the Gulf are known to oppose such US attacks on Iran. On January 14th, 2026, the New York Times’s headline “Trump’s Gulf allies don’t want him to bomb Iran” caught people’s attention. Earlier, The Wall Street Journal also reported the previous day that Saudi Arabia, Qatar, and Oman are lobbying the Trump administration against attacking Iran. Those Sunni Muslim countries have long felt threatened by Shiite Iran. Particularly, Saudi Arabia is the leading country of Sunni Islam and has long competed with Iran, the leading nation of Shia Islam, for regional dominance in the Middle East. Then a question arises: Why Sunni Arab countries, which do not feel favorable toward Iran, oppose US military strikes against Iran? This paper deals with this puzzle. It first explains the relationship between Shiite Iran and Suni Arab countries and then examines why Suni Arab countries are against US military strikes on Shiite Iran. II. The relationships between Shiite Iran and Suni Arab countries Sunni and Shia Muslims have lived peacefully together for centuries. In many countries it has become common for members of the two sects to intermarry and pray at the same mosques. They share faith in the Quran and the Prophet Mohammed’s sayings and perform similar prayers, although they differ in rituals and interpretation of Islamic law. Shia identity is rooted in victimhood over the killing of Husayn, the Prophet Mohammed’s grandson, in the seventh century, and a long history of marginalization by the Islam’s dominant sect of Sunni majority, As Figure 1 shows, the Sunni majority, which approximately make up 85 percent of the world’s 1.6 billion Muslims, viewed Shia Islam with suspicion, and extremist Sunnis have portrayed Shias as heretics and apostates. Figure 1: Branches of Islam (source: CFR) Iran’s Islamic Revolution in 1979 gave Shia cleric Ayatollah Ruhollah Khomeini the opportunity to implement his vision for an Islamic government ruled by the “guardianship of the jurist”, a controversial concept among Shia scholars that is opposed by Sunnis, who have historically differentiated between religious scholarship and political leadership. Shia ayatollahs have always been the guardians of the faith. Khomeini claimed that clerics had to rule to properly perform their function: implementing Islam as God intended, through the mandate of the Shia Imams. [4] Under Khomeini, Iran began an experiment in Islamic rule. Khomeini tried to inspire further Islamic revival, preaching Muslim unity, but supported armed groups in Lebanon, Iraq, Bahrain, Afghanistan, and Pakistan that had specific Shia agendas. Sunni Islamists, such as the Muslim Brotherhood and Hamas, admired Khomeini’s success, but they did not accept his leadership, underscoring the depth of sectarian suspicions. The relationship between Shia Iran and Sunni Arab countries is largely defined by geopolitical rivalry and sectarian competition, primarily between Iran and Saudi Arabia, playing out in proxy conflicts (Syria, Lebanon, Yemen, and Iraq) and political influence, fueled by the 1979 Iranian Revolution and historical Sunni-Shia Islamic differences. This rivalry exploits religious narratives to gain regional hegemony, supporting opposing sides in regional conflicts and influencing domestic politics in countries such as Syria, Yemen, and Bahrain. For example, Saudi Arabia and Iran have deployed considerable resources to proxy battles, particularly in Syria, where the stakes are highest. Saudi Arabia closely monitors potential restlessness in its oil-rich eastern provinces, home to its Shia minority, and deployed its military forces, along with other Gulf countries, to suppress a largely Shia uprising in Bahrain. It also assembled a coalition of ten Sunni countries, backed by the US, to fight Shia Houthi rebels in Yemen. The war, fought mostly from the air, has exacted a high civilian toll. Saudi Arabia had provided hundreds of millions of dollars in financial support to the predominantly Sunni rebels in Syria, while Iran had allocated billions of dollars in aid and loans to prop up Shia Assad government in Syria and had trained and equipped Shia militants from Lebanon, Iraq, and Afghanistan to fight in Syria. [5] The relationship between Shia Iran and Sunni Arab countries is summarized as follows: A. Key players of Shia and Sunni Muslim world are as follows :  Iran (Shia): As a Shia-majority theocracy, Iran seeks regional influence.  Saudi Arabia (Sunni): As a key US ally and the leading Sunni nation, Saudi Arabia promotes Wahhabism.  Other Sunni nations: Egypt, UAE, and Jordan generally align with Saudi Arabia against Iran. B. Key drivers of tensions between Shia Iran and Sunni Arab countries are below:  Geopolitical struggle for dominance: Both Iran and Saudi Arabia vie for leadership in the Middle East, seeing the other as a main threat.  Religious divide (Sunni vs Shia): Iran’s Shia theocracy challenges Sunni-led countries, in particular Saudi Arabia, which sees itself as the leader of the Sunni Muslim world.  The Iranian Revolution in 1979: The Iranian revolution created a revolutionary Shia nation, alarming conservative Sunni monarchies and intensifying regional power struggles. C. The rivalry is expressed as follows:  Proxy wars: Iran supports Shia military groups (e.g., Houthis in Yemen, Hezbollah in Lebanon), while Saudi Arabia backs Sunni factions and governments, leading to conflicts in Yemen, Syria, and Iraq.  Sectarian polarization: Both Iran and Saudi Arabia use sectarian narratives to mobilize support, while Saudi Arabia marginalizes Shia minorities in Sunni countries and exacerbates internal conflicts.  Regional alliances: Sunni countries such as the United Arab Emirates (UAE) and Bahrain, facing a mutual threat from Iran, have increasingly normalized ties with Israel by signing the Abraham Accords for regional security. III. Why Sunni Muslim nations, which do not feel favorable toward Iran, oppose US military strikes against Iran? Sunni Muslim countries, such as Saudi Arabia and the UAE, oppose US military strikes against Iran due to fear of potential retaliatory attacks on their own soil by Iran and economic fallout & disruption, regional instability, and concerns about expanding Israeli influence. Despite geopolitical rivalry between Shia Iran and Sunni Arab countries, these Sunni countries prioritize national security, avoiding a full-scale conflict that could devastate the Gulf region. 1. The first reason why Sunni Arab countries oppose US military strikes on Iran is that they worry about potential retaliatory attacks on their own soil by Iran and economic fallout & disruption. A. Fear of Retaliation Sunni-majority nations fear that if the US attacks Iran, Iran will retaliate against them, damaging critical oil infrastructure and causing economic devastation. The Gulf states’ primary short-term concern is a potential Iranian retaliation targeting strategic infrastructure on their territory, including symbols of governance, oil and gas production facilities, desalination plants, and military bases, in particular those hosting US forces. Another major concern is Iranian action to disrupt shipping lines near the Strait of Hormuz, through which approximately a quarter of global oil and gas traffic passes. [6] In addition, any harm to Iran would also affect the economies of the Gulf states that maintain trade relations with it, particularly the United Arab Emirates, Iran’s principal trading partner in the Middle East. The Iranian strike on Qatar in June 2025 was a reminder of the vulnerability of infrastructure in the Gulf, even though Iran reportedly provided advance warning. Indeed, reports indicated that Iran conveyed messages to its Gulf neighbors urging them to persuade the US to refrain from attacking Iran, while warning that such an attack would trigger retaliation against military bases on their territory. Moreover, Iran could also activate its regional proxies - by putting pressure on the Houthis not only to target Israel but also to renew disruptions to freedom of navigation in the Red Sea and potentially even carry out strikes on the Gulf states themselves. [7] Unlike Israel, the Gulf states are geographically very close to Iran and have more limited military capabilities. Most of their population, economy, and infrastructure are concentrated along narrow coastal strips exposed to the Gulf shoreline. They experienced firsthand Iran’s drone and missile attack on Saudi Aramco oil facilities in 2019 and learn a simple lesson: Even a “limited” Iranian attack can be devastating. In line with this threat perception, several Gulf states reportedly are acting to prevent a US military strike on Iran through mediation and facilitation. [8] The Gulf states oppose a US strike on Iran not because they believe such a move is unjustified in principle but rather because they are convinced that they would bear the immediate cost. Their opposition may also reflect the concern that the attack plans would not, in their view, produce the desired results. Accordingly, behind the scenes, Saudi Arabia, together with Qatar and Oman, has led quiet efforts to persuade the US to avoid military intervention, warning that regime collapse or military escalation would shake oil markets and endanger their stability. Reports indicate that Saudi Arabia, Qatar, and Oman have focused on preventing the use of escalatory rhetoric and military steps that could lead to miscalculation and escalation. Strikes against the Gulf states using drones, missiles, maritime sabotage, or regional proxies are readily available and familiar options for Iran. For the Gulf states, an Iran-US confrontation constitutes a direct threat to their internal, economic, and security stability. Mediation, therefore, is a defensive tool from their perspective - an attempt to keep the battlefield away from Gulf territory, even if this does not resolve the root causes of the confrontation. It is also possible that reports about efforts to prevent a US strike are intended to allow time to improve defensive preparedness with US assistance, particularly against missile attacks. In any case, the image of the Gulf states as opposing a strike against Iran and seeking to prevent it serves their interest in reducing tensions between themselves and Iran. B. Economic fallout & disruption A violent confrontation between Iran and the Gulf states could prompt serious economic consequences. “If Iran decides to block trade routes, for example, this would have a significant effect on the economies of the Gulf states,” Pauline Raabe from the Middle East Minds think tank in Berlin said. [9] Iran could block passage in the Persian Gulf by closing the Strait of Hormuz. “We have already seen what this means to international shipping when the Houthi rebels, a proxy group of Iran, fired on vessels in the Red Sea,” she explained, referring to the attacks on shipping in what the Houthis claimed was in support of Hamas in Gaza. Such a development in the Persian Gulf would, of course, have enormous economic consequences “first for the Arab countries, but then for the global economy as a whole,” Raabe said. An economic shock wave with catastrophic global implications would have immediate impacts on the temporary or prolonged closure of the Strait of Hormuz, with global energy markets suffering the most from such repercussions, triggering a significant disruption in international gas and oil supplies worldwide. The economic damage would be especially significant for regional economies. As Figure 2 shows, the Gulf countries, whose economies heavily depend on gas and oil exports, would experience an immediate and significant decline in their main sources of income. As Figure 2 shows, in 2024, Saudi Arabia earned $237 billion in oil export revenue, while Iraq earned $110 billion, and the United Arab Emirates $98 billion. Figure 2: Net Oil Export Revenues 2024 Widespread economic contraction and hardship, severe budget deficits, and currency devaluations would be some of the immediate consequences of these revenue declines, potentially triggering widespread political and social instability. Ironically, Iran, the country most likely to consider such a closure of the Strait of Hormuz, would also suffer severe economic repercussions. As Figure 2 shows, in 2024, Iran earned $51 billion in oil export revenue. Its oil revenues, which are vital and driving forces for its fragile and struggling economy, would be halted, and its ability to import necessary goods, such as food and refined petroleum products, would be significantly restricted, thereby causing further instability for its regime. The top priority for the Arab Gulf states, without a doubt, is the uninterrupted export of their oil without the closure of the Strait of Hormuz or attacks on shipping in the Persian Gulf. Data from Kpler and Vortexa show that in recent months, Iran has accumulated about 166 million barrels of floating storage near Chinese waters. Even if Iran’s oil loadings were disrupted for a while, this stockpile could sustain sales to China for three to four months. By contrast, the closure of the Strait of Hormuz or any attack on tankers in the Persian Gulf would be extremely damaging for Arab producers, particularly because Saudi Arabia and the UAE, even with alternative pipelines, can protect only about half of their export volumes, while Qatar, Iraq, Kuwait, and Bahrain have no alternative export routes. Eckart Woertz, director of the German Institute of International and Security Affairs in Hamburg, also notes that the Gulf nations are keen to avoid any disruptions as they are currently focused on their economic transformation processes. “Saudi Arabia wants to reposition itself economically with its ‘Vision 2030’ and any unrest would be a major hindrance,” he told DW, a German television network. This also applies to more traditional industries, such as the extraction of natural resources, especially oil. “Any uncertainty is detrimental to these industries, as they depend on trust and functioning supply chains. Both are prerequisites for the economy in the Gulf states,” Woertz said. [10] 2. The second reason why Sunni Arab countries oppose US military strikes on Iran is that they worry about regional instability and insecurity caused by US military strikes. A. Regional instability and insecurity: There is a strong preference for diplomatic solutions to avoid a chaotic, uncontrollable conflict that could engulf the entire Middle East. Just as an Iranian strike against targets in the Gulf states constitutes a tangible threat, the Gulf states also fear that a US campaign in Iran could precipitate a rapid collapse of the regime in Tehran. They do not view the swift fall of the Islamic Republic as a desirable outcome as it could trigger widespread instability, including succession struggles within Iran, the disintegration of governing institutions, the empowerment of extremist actors, potential waves of refugees, and, above all, the loss of a clear address for crisis management. Dr Karim Emile Bitar, a lecturer in Middle East Studies at Sciences Po Paris noted that the Saudi leadership is particularly apprehensive about chaos and fragmentation in Iran, whether from a sudden collapse of the Iranian Islamic Republic or US-led war-induced regime change. Officials in Saudi Arabia are especially concerned about domestic security, including the potential for unrest among Shia communities in Saudi Arabia’s Eastern Province. “Any escalation might empower radical groups, embolden opposition movements throughout the region, and exacerbate sectarian polarization,” added Dr Bitar. [11] Such turmoil also raises the specter of separatist movements in Iran’s peripheral areas that are home to the country’s minority ethnic groups with their own histories of secessionist drives, such as ethnic Arabs, Kurds, or Baluch people. Such developments would pose acute security risks for countries like Pakistan and Turkey. From this perspective, the danger lies not only in Iran’s internal fragmentation but in the wider regional contagion that would follow. In turn, the Gulf states have a vested interest in maintaining stability in the region even though authoritarian structures continue. Woertz, director of the German Institute of International and Security Affairs, argues that “the leaders of the Gulf states apparently prefer to rely on the familiar old regime rather than getting involved with a new, potentially unknown faction,” although they still have strong reservations about the Iranian regime. [12] In simple words, most regional actors approach the prospect of escalation through a lens of risk aversion rather than ideological alignment. The prevailing judgment among leaders in most regional countries is that escalation is strategically irrational, while maintaining the status quo remains the least dangerous option. In recent years, the Gulf states have taken significant actions to improve relations with Iran as part of a policy of détente, which, in their view, has proven effective. “They don’t want to jeopardize that.” Woertz notes. From their perspective, “the devil they know” is preferable to the instability that could spill over into the Gulf, generate waves of refugees, and disrupt trade. The Arab Spring may also serve as a reference point, demonstrating that regime collapse does not necessarily bring clarity and stability but rather prolonged instability. [13] Iran is a known actor; its red lines, internal constraints, and regional patterns of behavior are familiar. By contrast, a post-Islamic Republic Iran-especially one emerging from a protest movement that is not monolithic-could be much less predictable. Moreover, the monarchies in the Gulf states fear a “contagion effect,” namely the possibility that the collapse of the Iranian regime and the emergence of a democratic-liberal political system in its place would inspire waves of protest in the region (as could have happened following the 2009 protests in Iran and the subsequent development of the Arab Spring). Finally, the collapse of the Iranian regime could also lead to a dramatic shift in the regional balance of power and a significant strengthening of Israel. Iranian hostility toward Israel, even at the rhetorical level, helps preserve a familiar equilibrium in the region. 3. The third reason why Sunni countries oppose US military strikes on Iran is that they worry about expanding Israeli influence: If Iran collapses or weakens, US-backed Israel’s influence in the Middle East could rapidly increase, posing a threat to Arab countries in the region. Arab governments that once tolerated the idea of US-led regime change in Iran now urge restraint, recognizing that Israeli expansionism has become the region’s main threat. Only a few years ago, many Arab countries, particularly in the Gulf, may have viewed a US attack on Iran for regime change favorably. For decades, they regarded Iran with deep suspicion, often treating it as the region’s main threat. But now, as US President Donald Trump reportedly mulls exactly such an attack, Arab leaders, including Gulf rulers long at odds with Iran, are lobbying the US administration not to carry out military strikes on Iran. Even Gulf governments that have engaged in indirect conflict with Iran — such as Iran’s regional rival, Saudi Arabia — do not support US military action there, according to analysts who study the region. That is partly because the monarchies of the Gulf worry that the ripple effects of escalating US-Iran tensions, or possible state failure in Iran, would harm their own security, undermining their reputation as regional safe havens for business and tourism. But it is also because some Gulf governments have come to see Israel, Iran’s archenemy, as a belligerent state seeking to dominate the Middle East. They believe that Israel could pose a greater threat to regional stability than an already weakened Iran does. In the wake of 7 October 2023 when the Hamas attacked Israel, Arab states have increasingly regarded Israel, not Iran, as the foremost threat to regional stability. “Ever since the US essentially lifted all restraints on Israel during the Biden administration, regional players have started to see Israel’s aggressive foreign policy as a direct and unmanageable threat. Israel has bombed seven countries in the region since 7 October 2023,” Dr Trita Parsi, Executive Vice President of the Quincy Institute for Responsible Statecraft, told TNA. “Bombing Iran goes against the calculus and interests of the Arab Gulf States,” said Bader al-Saif, a history professor at Kuwait University. “Neutralizing the current regime, whether through regime change or internal leadership reconfiguration, can potentially translate into the unparalleled hegemony of Israel, which won’t serve the Gulf States.” Yasmine Farouk, the Gulf and Arabian Peninsula project director at the International Crisis Group, argues that Gulf countries are worried about “the chaos that a regime change in Iran would cause in the region” and how Israel might use “that vacuum.” For 27 months since 7 October 2023, Arab leaders have watched Israel’s rampage throughout the region, in pursuit of its “Greater Israel” project, an expansionist biblical vision for territory spanning from the Euphrates River in Iraq to the Nile River in Egypt. To this end, Israel has significantly expanded its illegal occupation of Arab lands. Not only has Israel carried out genocide in Gaza and indicated its plans to take the territory over, but it has also deepened its hold in the West Bank, Syria and Lebanon. Perhaps most alarming for Arab leaders, after months of Netanyahu openly declaring his expansionist ambitions, was Israel’s unprecedented assault on Qatar, a US ally, in September 2025. That escalation had been preceded only a few months earlier, in June 2025, by Israel convincing the US to bomb Iran in an assault aimed at destroying Iran’s nuclear facilities and ensuring Israel remains the region’s sole nuclear power. The Israeli strike rattled Gulf governments not only because many have been courted by Israel as potential allies (signing the Abraham Accords) in recent years, but also because they, like Israel, had long regarded the US as their main security guarantor. “If the alliance with the US does not protect you from what these countries see as Israel’s designs for regional hegemony, then you will need a new coalition to balance against Israel,” Yasmine Farouk added. “Saudi Arabia, Turkey, and Pakistan have moved in this direction. Soon after the Israeli attack on Qatar, Saudi Arabia’s de facto ruler, Crown Prince Mohammed bin Salman, signed a security pact with nuclear-armed Pakistan. Though Iran is not officially part of this coalition, it does serve as a buffer against Israel. Chaos in Iran - or a pro-Israeli puppet being installed in Iran - is seen as a very dangerous blow to the effort to balance against Israel’s increasingly aggressive regional posture.” In short, Israel’s aim of absolute regional hegemony has never been clearer, and a US strike on Iran would represent both an extension of Israeli aggression and an expansion of its regional power. This is the structural shift at the heart of Arab opposition to a potential US attack on Iran. Moreover, it is also worth noting that Arab countries have themselves moved diplomatically closer to Iran in recent years, in part because of Israeli aggression and expansionism. The Saudi Arabia and Iran restored diplomatic relations in 2023 and moved closer after Israel’s attack on Qatar in September 2025. Iran’s relationship with Egypt has also improved. Recent events, and in particular Israel’s unchecked aggression and territorial expansion, have forced a structural shift in how Arab states assess regional threats. Gone, at least for now, are the days when Saudi Arabia viewed Iran as its foremost enemy, when Qatar saw Saudi Arabia as its principal threat, or when Egypt treated Qatar as the chief source of regional instability. Increasingly, Arab regimes, with perhaps the exception of the UAE, now view Israel as the region’s most destabilizing force. Israeli expansionism, its willingness to strike across borders without regard for accepted international norms, and its open pursuit of regional hegemony have fundamentally changed how Arab leaders assess risk. IV. The positions of major Gulf countries on US attack on Iran In early 2026, the strategic landscape of the Middle East is shaped by a striking convergence: while many regional governments deeply distrust Iran’s intentions and regional behaviors, there is a near-universal assessment that a US military intervention would be profoundly destabilizing. Across the Gulf, the Levant, and Turkey, leaders increasingly see war with Iran not as a solution to regional insecurity, but as a catalyst for economic shock, domestic unrest, and long-term strategic degradation. [14] The specific reason why a specific country opposes US military attacks on Iran is as follows. 1. Saudi Arabia Saudi Arabia’s position reflects a decisive shift from confrontation toward risk management. Saudi Arabia has signaled a refusal to facilitate US strikes, including denying the use of its airspace, driven primarily by vulnerability rather than sympathy for Iran. Iran maintains the capability to disrupt shipping through the Strait of Hormuz, and to target Saudi Arabia’s energy infrastructure — most notably Abqaiq, Khurais, and Ras Tanura — with missiles and drones, as demonstrated in 2019. Even limited retaliation would disrupt global energy markets and severely undermine ‘Vision 2030’, which depends on foreign investment, tourism, and the perception of internal stability. Saudi leadership also assesses that a regional war would divert financial and political capital from other priorities, including regional diplomacy and post-Gaza reconstruction efforts that Saudi Arabia increasingly frames as part of its leadership role rather than a purely humanitarian endeavor. 2. Qatar For Qatar, the risks are existential. Qatar shares the world’s largest natural gas field with Iran, making sustained stability in the Gulf essential to its economic model. Any conflict that disrupts production, shipping, or joint field management would directly threaten state revenues. Compounding this exposure is Qatar’s hosting of Al Udeid Air Base, which would almost certainly be viewed by Iran as a legitimate retaliation target. Qatari strategy has long relied on diplomatic mediation as a form of deterrence; a US intervention would collapse this posture and force Doha into a conflict it has consistently sought to avoid. 3. United Arab Emirates (UAE) The UAE maintains a public stance of strategic neutrality, but this reflects calculated self-interest rather than ambiguity. Abu Dhabi’s leadership is acutely aware that its global financial hub status, logistics networks, and tourism economy are predicated on regional calm. A conflict with Iran would endanger shipping through the Strait of Hormuz, threaten port infrastructure, and likely trigger capital flight from Dubai. Despite ongoing tensions with Iran and security coordination with Israel, Emirati planners judge that the economic costs of war would far exceed any prospective strategic benefit from weakening Iran. 4. Kuwait, Bahrain, and Oman The smaller Gulf states such as Kuwait, Bahrain, and Oman view US intervention in Iran primarily through the lens of exposure. Kuwait faces strong parliamentary and public resistance to involvement in another regional conflict. Bahrain, home to the US Fifth Fleet, recognizes that its territory would be among the first targets in any Iranian retaliation. Oman, which has long positioned itself as a neutral intermediary, sees military escalation as incompatible with its foreign policy identity and economic resilience. All three countries fear that war would inflame sectarian tensions, disrupt trade, and undermine already fragile domestic social contracts. 5. Egypt Egypt’s opposition is rooted in regime insecurity and economic fragility. The Suez Canal remains Egypt’s most critical source of foreign currency, and any regional conflict that disrupts Red Sea or Gulf shipping would have immediate fiscal consequences. Egyptian leaders also fear that war with Iran would energize domestic protest movements and Islamist networks, exploiting anti-US sentiment amid existing economic hardship. For Egypt, a US–Iran conflict represents a high-impact destabilizing event rather than a distant strategic concern. 6. Jordan Jordan’s position reflects chronic vulnerability. Jordan is already under severe economic strain and hosts a large refugee population relative to its size. Regional war could disrupt trade routes, risk spillover violence, and inflame public opposition to both Israel and the US. Jordanian authorities assess that even limited escalation could translate into disproportionate domestic instability, undermining the monarchy’s balancing act between internal legitimacy and external alignment. 7. Turkey Turkey’s concerns center on displacement and strategic autonomy. Turkey fears that conflict in Iran could generate large-scale refugee flows toward its eastern border, exacerbating domestic backlash against existing refugee populations. Turkey also relies on Iranian energy imports and has invested heavily in maintaining a flexible posture between Iran, NATO, and Russia. A US intervention would collapse this balancing strategy, impose economic costs, and complicate Ankara’s efforts to position itself as a regional diplomatic actor, including in post-Gaza reconstruction initiatives. 8. Israel Israel remains the sole regional actor publicly supportive of weakening or dismantling the Iranian regime. Privately, however, Israeli security assessments are more cautious. After prolonged military operations across multiple fronts, the Israeli Defense Force faces resource constraints, personnel fatigue, and growing concerns about air defense sustainability. Israeli planners increasingly judge that a US intervention would not be likely to produce rapid Iranian regime collapse and more likely to trigger a prolonged multi-front conflict involving Hezbollah, Iraqi militias, and other Iranian-aligned actors. There is also recognition that external attack could consolidate Iranian domestic support for the regime rather than fracture it. V. Conclusion This paper explained the relationships between Shiite Iran and Suni Arab countries and why those Sunni Muslim nations, which do not feel favorable toward Iran, oppose US military strikes against Iran. This paper explained that Sunni Muslim nations oppose US military strikes against Iran for three reasons: The first reason why Sunni Arab countries oppose US military strikes on Iran is that they worry about potential retaliatory attacks on their own soil by Iran and economic fallout and disruption. The second reason why Sunni countries oppose US military strikes on Iran is that they worry about regional instability and insecurity caused by US military strikes. The third reason why Sunni countries oppose US military strikes on Iran is that they worry about the Israeli influence expansion. References [1] Barin, Mohsen (31 December 2025). "Iran's economic crisis, political discontent threaten regime". DW News. [2] https://www.timesofisrael.com/irans-president-warns-us-attack-on-supreme-leader-would-mean-full-scale-war/ [3] https://www.politico.com/news/2026/01/17/trump-to-politico-its-time-to-look-for-new-leadership-in-iran-00735528?_kx=LSFywwe4GSg_lcFWo5DyId8VKdphy2F0zhlZVneJnA97jKgVYFyty4cB80GJkTHR.U5D8ER&utm_id=01KF7GKF35MAAW8BRA143VFM9M&utm_medium=campaign&utm_source=Klaviyo [4] https://www.cfr.org/photo-essay/sunni-shia-divide#:~:text=Saudi%20Arabia%20has%20a%20sizable,to%20Saudi%20and%20Iranian%20sources. [5] https://www.cfr.org/photo-essay/sunni-shia-divide#:~:text=Saudi%20Arabia%20has%20a%20sizable,to%20Saudi%20and%20Iranian%20sources [6] https://www.inss.org.il/publication/gulf-iran-usa/ [7] https://www.inss.org.il/publication/gulf-iran-usa/ [8] https://www.inss.org.il/publication/gulf-iran-usa/ [9] https://www.dw.com/en/why-the-gulf-states-are-wary-of-a-strike-on-iran/a-75593784 [10] https://www.dw.com/en/why-the-gulf-states-are-wary-of-a-strike-on-iran/a-75593784 [11] https://www.newarab.com/analysis/why-middle-east-fears-us-israel-attack-iran [12] https://www.newarab.com/analysis/why-middle-east-fears-us-israel-attack-iran [13] https://www.inss.org.il/publication/gulf-iran-usa/ [14] https://blogs.timesofisrael.com/why-middle-eastern-states-oppose-us-military-inter vention-in-iran/

Defense & Security
, via Wikimedia Commons"">

Trump wants Ukraine to give up the Donbas in return for security guarantees. It could be fatal for Kyiv

by Rod Thornton , Marina Miron

There is a major sticking point often overlooked in the ceasefire negotiations between Ukraine and Russia currently being held in Abu Dhabi. This relates to the fact that, as part of any agreement, Kyiv is being asked to give up the entire Donbas region in eastern Ukraine. If it does so, it will also be giving up the strategic positions that have prevented major advances by the Russian military for many months now. This is the significant line of defensive fortifications across the Donbas, known as the “Donbas line”. It’s Ukraine’s equivalent to the Maginot line of forts which were France’s main line of defence against Germany before the second world war. The “Anchorage formula” agreed by the US president, Donald Trump, and Russia president, Vladimir Putin, in Alaska late last year calls for Ukrainian forces to abandon the areas of western Donbas they currently hold. Washington is now talking up the idea of establishing a “free economic zone” or “de-militarised zone” which would cover the whole of the Donbas, including those portions currently occupied by Russian forces. This would mean Ukraine abandoning the Donbas line. The system integrates at least seven distinct defensive layers that any attacking force must penetrate sequentially to achieve effect. These include minefields, anti-tank ditches, anti-tank obstacles (“dragons’ teeth”), bunkers, trench lines and anti-drone defences. Such obstacles can either physically halt assaulting Russian forces or “canalise” them into swampy or otherwise impassible ground or into pre-arranged kill zones, wherein fires (mortar and artillery) can be used to destroy Russian formations. One of the most critical lines runs through the embattled town of Pokrovsk, which has been under constant Russian assault since early 2025. Lose Pokrovsk and the Ukrainians will then more than likely also lose the important city of Donetsk. Thus, Pokrovsk has been referred to as the “gateway to Donetsk”. The Donbas line took years to build and to perfect. It is very sophisticated. It would be a massive strategic blow for the Ukrainians if they were forced to give it up and pull back. In essence, the Russian demand that Ukrainian forces vacate the western Donbas can also be seen as a demand that they likewise give up, in the shape of this Donbas line, their one true means of protecting not only the western Donbas but also, arguably, the whole of the rest of Ukraine. Who can be trusted? If Kyiv were to accede to Russian demands and abandon the Donbas line, then this would only help bring about a lasting peace if, of course, trust could be placed in the Russians to keep their side of the bargain. They would need to cease all their assaults across Ukraine and themselves “de-militarise” the area of the eastern Donbas they currently control. But Putin has a history of reneging on deals. Anything agreed now by Kyiv in Abu Dhabi is likely, as respected Washington-based thinktank the Institute for the Study of War points out, to suffer the same fate. This seems to certainly be the view of many on the Ukrainian side. As Ukraine’s president, Volodymyr Zelenskyy, himself recently put it, “I don’t trust Putin”. He has good reason for doubting the Russian president’s bona fides. Russia was a signatory to the 1994 Budapest Memorandum alongside the US, UK and France by which those powers provided assurances for Ukraine’s sovereignty and territorial integrity in exchange for Kyiv giving up its arsenal of nuclear weapons. This didn’t stop Russia invading. Nor did the two Minsk accords in 2014 and 2015 which aimed to stop the fighting between Russian-backed separatists and the Ukrainian military in the Donbas region. In the event of any peace deal being struck between Moscow and Kyiv, Ukraine’s western allies have offered what they are calling “robust security guarantees”. These would be provided by a “coalition of the willing” made up of more than 30 countries, mainly from within Europe. What’s on the table In terms of what these promises might actually mean, there is a proposal for a three-tier mechanism. A Russian breach of the ceasefire would initially trigger a diplomatic warning, as well as allowing Ukraine to respond militarily. The second tier would be provided by the coalition of the willing, primarily the UK and France, which plan to send troops to Ukraine as part of the deal, but also many EU members plus Norway, Iceland and Turkey. The third tier would be a military response from the US. But it’s been reported that the US has made its participation in any security guarantees contingent on the agreement of a ceasefire deal which gives Russia control of the “entire Donbas region in eastern Ukraine”. A further issue here is that Moscow is unlikely to agree to the presence of any Nato troops as official security guarantors. Moscow has said as much, insisting that any foreign troops in Ukraine would be a “legitimate target”. Would western governments forces really commit their troops into a situation where they might become targets – leading perhaps to a wider war? The whole idea of Ukraine abandoning its Donbas line is fraught with difficulties. For this is not just a question of Ukraine trading land for peace. It is more fundamentally a question of trading land and significant defensive lines for the promise of peace. The original version of the Maginot line did not save France in 1940. It was bypassed by German forces moving through Belgium to outflank the Maginot fortifications. The danger for Ukraine is that its own Maginot line could itself be bypassed if it accedes to Russian demands at the negotiating table in Abu Dhabi. Can Zelensky really give up the Donbas line that is protecting his entire country, and can he really rely on security guarantees from western states that may yet prove equivocal? As one Ukrainian official told Reuters recently, to give up remaining positions in the Donbas region would be “suicide”.

Diplomacy
No Corruption, Stop Corruption Image by Zelandia

Structural corruption and fragile democracies: the Latin American vicious circle

by Hugo Borsani

In Latin America, corruption is not an anomaly of the democratic system, but rather a structural cog that weakens it, fuels populism, and perpetuates inequality. Corruption is a constant in most Latin American countries. Regardless of ideology and party alternation, corruption has remained persistent across much of the region and, in many cases, has even increased. Between 2014 and 2024, only five countries in the region—Uruguay, Costa Rica, Colombia, Argentina, and the Dominican Republic—registered an improvement in Transparency International’s Corruption Perceptions Index. In Paraguay the index shows no variation, while in the remaining 14 countries the perception of corruption increased. Large-scale abuse of power by senior government officials, the public bureaucracy, and major private corporations contributes to undermining citizens’ trust in their representatives and in democratic institutions as a whole. How corruption is expressed Corruption in Latin America takes multiple forms and manifests itself at different levels of political, economic, and social life. In its most visible and highest-impact expression are large corruption schemes involving top state authorities and major private companies. Cases such as that of the construction firm Odebrecht, whose illicit practices spread to several countries in the region and came to light between 2014 and 2016, revealed the existence of transnational networks of bribery and illegal political financing. Similarly, scandals such as the “Mensalão” and Operation “Lava Jato” in Brazil exposed the depth of these schemes and their ability to cut across governments and political parties, seriously compromising the credibility of democratic institutions. One of the most sensitive areas in which this dynamic is expressed is the financing of electoral campaigns. The lack of clear regulations, transparency, and effective oversight has turned political financing into a privileged gateway for corruption. As a result, electoral processes tend to produce governments constrained by private interests that, once in power, seek to recoup their investment through legislative favors, budgetary allocations, or regulatory decisions, thereby weakening democratic representation. However, corruption is not limited to these major scandals. It also manifests itself in everyday practices that directly affect the relationship between citizens and the state. The payment of bribes to access public services, expedite procedures, or exercise rights that should be universally guaranteed contributes to normalizing illegality and steadily erodes trust in public institutions. At the same time, corruption in Latin America transcends the state sphere and extends into the private sector. Tax evasion, consumer fraud, and other fraudulent practices are frequent and generate serious social costs. In addition, the advance of drug trafficking has deepened these dynamics, promoting corruption at different levels of the state and society and reinforcing a vicious circle that undermines legality and institutional legitimacy. Delegitimization of democracy Although corruption is not exclusive to the political sphere, when it involves politicians, members of governments, or public officials, its impact on the loss of legitimacy of democratic institutions among the population is greater. The persistence of high levels of corruption in the state is an indicator of significant failures in control mechanisms among state institutions—that is, in so-called inter-institutional accountability, a fundamental dimension for the proper functioning of liberal representative democracy. Without oversight bodies and institutions with effective capacity to investigate and punish corruption, the quality of democracy is seriously affected. The fragility or inefficiency of oversight institutions and bodies is also reflected in insufficient sanctions, delays in institutional timelines for applying the corresponding penalties, and, in many cases, their complete absence. This undoubtedly contributes to a sense of impunity and serves as an incentive for the repetition of corrupt practices. The persistence of corruption, and the difficulties in imposing exemplary and effective punishment on those responsible, has influenced the loss of citizens’ trust in traditional political parties and leaderships, and even in the democratic system itself, boosting electoral support for populist parties and leaders. At the beginning of the century these had a left-wing profile (the so-called twenty-first-century socialism), but today they assume a clear far-right profile. These are movements and leaders critical not only of traditional political elites but also, to varying degrees, of traditional democratic institutions—especially institutions of political oversight and accountability, such as the judiciary, prosecutors’ offices, and audit bodies, among others. These populist parties and leaders come to power, in most cases, with promises to put an end to the corruption inherited from “traditional politics.” Nevertheless, once in government they tend to dismantle or co-opt oversight bodies and institutions. Examples of this were the governments of Morales in Bolivia, or the government of former president Bolsonaro in Brazil. The latter dismantled the existing network of anti-corruption bodies because, according to him, there was no corruption in his government. With the co-optation or limitation of oversight institutions and bodies, populist governments face fewer obstacles to engaging in corrupt practices. And in the context of an eroded democratic regime, institutions find it more difficult to punish those responsible. The correlation between corruption and inequality Societies marked by social and economic inequality are more vulnerable to corruption, and at the same time corruption increases those very inequalities. It is no coincidence that Latin America is considered the most unequal region in the world: according to Oxfam’s report for Latin America and the Caribbean Wealth Unchecked, Democracy at Risk. Why Latin America and the Caribbean Need a New Fiscal Pact, the top 1% of the population concentrates around 45% of regional wealth, in a context of persistently high levels of corruption. Corruption deepens inequality because it gives the corrupt greater capacity to influence government decisions and changes in legislation for their own benefit. This leads to democracies captured by particular interests and with less efficient outcomes for the population as a whole, which in turn contributes to weakening trust in democracy as a system capable of meeting, at least in basic terms, citizens’ needs and expectations. The other side of this phenomenon is the case of Uruguay. The Latin American country with the lowest perception of corruption, according to Transparency International, is also the one with the lowest level of inequality in the region and the only full democracy in Latin America, according to The Economist index. It is also, together with Argentina, one of the two countries with the highest support for democracy in the region: 70% of Uruguayans express support for democracy, compared with a regional average of 52%, according to Latinobarómetro. The corollary seems clear, though undoubtedly difficult to implement: reducing corruption requires strengthening oversight institutions and bodies, accompanied by a reduction in social inequality.

Energy & Economics
Lake Maracaibo, Venezuela. 18-03-2015.  An rig station are seen on Lake Maracaibo. Photo By: Jose Bula.

Energy Security as Hierarchy: Venezuelan Oil in the US-China-Russia Triangle

by Anya Kuteleva

On 3 January 2026, the US carried out a surprise military operation in Venezuela, capturing President Nicolás Maduro and his wife, Cilia Flores. The US has made little effort to cloak its operation in either solidarist language, such as appeals to democracy promotion, human rights, or liberal peacebuilding – or in pluralist rhetoric emphasizing the preservation of international order. Instead, Washington has presented the action in largely instrumental and strategic terms, signalling a willingness to sidestep both dominant justificatory traditions within international society. While Maduro and Flores are charged with narco-terrorism conspiracy and cocaine importation conspiracy, international debates focus on the future of Venezuela’s oil (Poque González 2026). On 7 January administration officials said the US plans to effectively assume control over the sale of Venezuela’s oil “indefinitely” (Sherman 2026) and President Donald Trump confirmed that he expected the US to run Venezuela, insisting that the country’s interim government was “giving us everything that we feel is necessary” (Sanger et al. 2026). Attention is fixed not only on Washington’s plans for Venezuela’s oil sector and control over its export revenues, but also on the replies from Moscow and Beijing, Maduro’s chief foreign backers and heavyweight players in energy politics. Consequently, this article asks two questions. First, to what extent does American control of Venezuelan oil threaten China’s and Russia’s energy interests? Second, what does the resulting US–China–Russia triangle imply for how energy security itself is being redefined? A constructivist perspective, recognizes that oil is an idea—valuable not only because it burns but because control over it symbolizes power and authority (Kuteleva 2021). Thus, when the US claims the right to supervise Venezuelan oil revenues, it is not only increasing leverage over barrels, but asserting the authority to define legitimate energy exchange itself. In this context, while the material threat is limited for China and already largely sunk for Russia, the symbolic, institutional and political threat is profound. A straightforward constructivist interpretation of the US–China–Russia triangle centres on status. China had cultivated Venezuela as an “all-weather strategic partnership” (Ministry of Foreign Affairs of PRC 2025b) and major debtor, only to watch Maduro captured days after senior Chinese officials visited Caracas (Ministry of Foreign Affairs of PRC 2025a). In constructivist terms, this is an obvious status injury: China appeared present but powerless. China’s energy diplomacy had functioned as proof of its global influence, and the nullification of China’s energy ties with Venezuela by US force undermines China’s narrative as a protective patron for the Global South. Beijing accused Washington of “hegemonic thinking” (Liu and Chen 2026), “bullying” (Global Times 2026a), and violating Venezuelan sovereignty and “the rights of the Venezuelan people” (Global Times 2026b). This strong pluralist language is not incidental—it is a bid to reclaim moral authority and redefine the event as norm-breaking rather than capability-revealing. Similarly, Russia’s involvement in Venezuela was never purely economic. Moscow saw the alliance with Venezuela as a way to advance its anti-American agenda and to signal that it could cultivate allies in Washington’s traditional backyard (Boersner Herrera and Haluani 2023; Gratius 2022; Herbst and Marczak 2019). It used Venezuela as leverage against the US, subsidised the regime during periods of domestic recession, and framed support as proof of great-power reliability. As senior Russian executives put it, “economic considerations took a back seat to political goals of taking swipes at the US” (Seddon and Stognei 2026). US control of Venezuelan oil thus removes a symbolic platform on which Russia enacted its identity as an energy superpower and geopolitical spoiler. While Russia continues loud sovereignty talk, its demonstrated incapacity to protect partners pushes it toward opportunistic bargaining (“concert” deals, see Lemke 2023) rather than overt defense of UN-pluralist restraint. As such, Dmitry Medvedev (2026) bluntly claimed that the US special military operation in Venezuela all but justifies Russia’s own actions in Ukraine. Venezuela is not a core supplier for China in volumetric terms. In 2025, Venezuelan exports to China averaged roughly 395,000 barrels per day—about 4% of China’s seaborne crude imports, according to Kpler data cited by the FT (Leahy and Moore 2026). China has diversified routes, strategic reserves covering at least 96 days of imports, and strong purchasing power in global markets (Downs 2025). Hence, from a narrow supply perspective, the loss of Venezuelan oil is manageable. That said, around one-fifth of China’s crude imports come from suppliers under US or western sanctions, primarily Iran, Venezuela and Russia, much of it disguised via transshipment near Malaysia (Downs 2025). Independent “teapot” refiners (Downs 2017)—who account for about a quarter of China’s refining capacity—are structurally dependent on this discounted, politically risky oil. Consequently, Trump’s seizure of Maduro alarmed China not mainly because of Venezuela itself, but because it demonstrated Washington’s capacity to escalate from sanctions to physical control of an energy sector, and thus potentially to Iran. Here, constructivism reveals the problem: “sanctioned oil” is not simply cheaper crude; it is a political category—oil marked as illegitimate by a dominant legal-financial order. The US move signals that this stigma can be converted into coercive authority, turning commercial vulnerability into geopolitical dependence. This reclassification transforms Chinese domestic actors into security subjects. “Teapot” refiners are no longer just businesses; they become strategic vulnerabilities whose survival depends on US tolerance. Analysis warn that a cutoff of Iranian oil could force many to shut down entirely (Leahy and Moore 2026). In this context, US control of Venezuelan oil reshapes Chinese energy security discourse from one of diversification and market access to one of hierarchy and exposure to political permission. Russia’s oil interests in Venezuela were largely written down years earlier. In 2020, Rosneft had sold most formal assets after pouring around $800m into loans and projects that produced little return (The Economist 2020). Much of the remaining exposure consisted of debts and shadow ownership arrangements. More important is the damage to Russia’s sanctions-evasion architecture. Russia had become the leading marketer of Venezuelan oil by trading crude as debt repayment and using banks partly owned by sanctioned Russian institutions, creating what the 2019 Atlantic Council report described as “a counter financial system to the one dominated by the West” (Herbst and Marczak 2019). The recent reporting on the US tracking a tanker linked to Venezuela, Russia and Iran illustrates how this counter-order is being contested operationally (Sheppard et al. 2026). The vessel sailed under false flags, was sanctioned for carrying Iranian oil, later re-registered under Russian jurisdiction, and became vulnerable to boarding under the UN Convention on the Law of the Sea because it was “without nationality.” Such episodes show that energy security is increasingly constituted by maritime law, insurance rules, and surveillance practices. US control over Venezuelan oil expands this regime of enforcement, making Russia’s informal trading networks less viable. A constructivist approach suggests that American control of Venezuelan oil is best understood not as a supply shock, but as an act of social stratification in the international system. Energy markets have always been hierarchical, but the hierarchy was largely implicit: reserve currencies, shipping insurance, futures exchanges, and contract law already privileged Western institutions. What is new is the explicit performance of hierarchy—the public demonstration that a great power can redefine ownership, legality, and access through coercion and administrative authority. This produces a stratified energy order: First, rule-makers – states whose legal systems, sanctions regimes, and corporate actors define what counts as legitimate oil (primarily the US and its allies). Second, rule-takers – states whose energy security depends on access to these institutions (most importers). And third, rule-evaders – states forced into informal networks (Russia, Iran, Venezuela) whose energy becomes socially “tainted.” China occupies an unstable middle category: economically powerful but institutionally dependent. Venezuela’s takeover publicly signals that material power is insufficient without normative control over legality. Referencias Boersner Herrera, Adriana, and Makram Haluani. 2023. ‘Domestic and International Factors of the Contemporary Russo–Venezuelan Bilateral Relationship’. Latin American Policy 14 (3): 366–87. Downs, Erica. 2017. The Rise of China’s Independent Refineries. Geopolitics. Global Energy Policy at Columbia University, School of International and Public Affairs. https://www.energypolicy.columbia.edu/publications/rise-chinas-independent-refineries/. Downs, Erica. 2025. China’s Oil Demand, Imports and Supply Security. Global Energy Policy at Columbia University, School of International and Public Affairs. https://www.energypolicy.columbia.edu/publications/chinas-oil-demand-imports-and-supply-security/. Global Times. 2026a. ‘China Condemns US Demands for Venezuela to Partner Exclusively on Oil Production as “Bullying,” Breaches of Intl Law: FM – Global Times’. Global Times, January 7. https://www.globaltimes.cn/page/202601/1352547.shtml. Global Times. 2026b. ‘China’s Legitimate Rights and Interests in Venezuela Must Be Safeguarded, Chinese FM Responds to Claim about US to Sell Venezuelan Sanctioned Oil – Global Times’. Global Times, January 7. https://www.globaltimes.cn/page/202601/1352555.shtml. Gratius, Susanne. 2022. ‘The West against the Rest? Democracy versus Autocracy Promotion in Venezuela’. Bulletin of Latin American Research 41 (1): 141–58. Herbst, John E., and Jason Marczak. 2019. Russia’s Intervention in Venezuela: What’s at Stake? Policy Brief. Atlantic Council. https://www.atlanticcouncil.org/in-depth-research-reports/report/russias-intervention-in-venezuela-whats-at-stake/. Kuteleva, Anna. 2021. China’s Energy Security and Relations with Petrostates: Oil as an Idea. Routledge. Leahy, Joe, and Malcolm Moore. 2026. ‘Donald Trump’s Venezuela Action Raises Threat for China’s Oil Supplies’. Oil. Financial Times, January 8. https://www.ft.com/content/f64826fa-5c36-4fb3-8621-ee0b9d9a1ff5. Lemke, Tobias. 2023. ‘International Relations and the 19th Century Concert System’. In Oxford Research Encyclopedia of International Studies. Liu, Xin, and Qingqing Chen. 2026. ‘US Reportedly Sets Demands for Venezuela to Pump More Oil; Experts Say “Anti-Drug” Claims a Pretext, Exposing Neo-Colonialism – Global Times’. The Global Times, January 7. https://www.globaltimes.cn/page/202601/1352544.shtml. Medvedev, Dmitry. 2026. ‘Год начался бурно’. Telegram, January 9. https://t.me/medvedev_telegram/626. Ministry of Foreign Affairs of PRC. 2025a. ‘Foreign Ministry Spokesperson Lin Jian’s Regular Press Conference on January 5, 2026’. January 5. https://www.fmprc.gov.cn/eng/xw/fyrbt/202601/t20260105_11806736.html. Ministry of Foreign Affairs of PRC. 2025b. ‘Xi Jinping Meets with Venezuelan President Nicolás Maduro Moros’. May 10. https://www.fmprc.gov.cn/eng/xw/zyxw/202505/t20250513_11619919.html. Poque González, Axel Bastián. 2026. ‘Energy Security and the Revival of US Hard Power in Latin America’. E-International Relations, January 12. https://www.e-ir.info/2026/01/12/energy-security-and-the-revival-of-us-hard-power-in-latin-america/. Sanger, David E., Tyler Pager, Karie Rogers, and Zolan Kanno-Youngs. 2026. ‘Trump Says U.S. Oversight of Venezuela Could Last for Years’. U.S. The New York Times, January 8. https://www.nytimes.com/2026/01/08/us/politics/trump-interview-venezuela.html. Seddon, Max, and Anastasia Stognei. 2026. ‘How Russia’s Venezuelan Oil Gambit Went Awry’. Venezuela. Financial Times, January 9. https://www.ft.com/content/e09a6030-325f-4be5-ace3-4d70121071cb. Sheppard, David, Chris Cook, and Jude Webber. 2026. ‘US Tracking Oil Tanker off UK Coast Linked to Venezuela, Russia and Iran’. Shipping. Financial Times, January 6. https://www.ft.com/content/a699169a-983a-4472-ab23-54bceb9dd2bd. The Economist. 2020. ‘Why Putin’s Favourite Oil Firm Dumped Its Venezuelan Assets’. The Economist, April 2. https://www.economist.com/leaders/2020/04/02/why-putins-favourite-oil-firm-dumped-its-venezuelan-assets.

Diplomacy
Washington DC, United States, August 9 2025: President Trump welcomes the Prime Minister of the Republic of Armenia to the White House for Bilateral and Trilateral meetings

“Move Fast and Break Things”. US opinions after the first year of Trump’s second term

by Hardy Ostry , Jan Bösche

Show strength, challenge traditions, put America’s interests — and its own — at the center: the first year of President Trump’s second term was a whirlwind of national and international change. In foreign policy in particular, he profoundly reshaped the role of the United States — and called the existing order into question. Opinion polls In recent years, it has become increasingly difficult for U.S. presidents to convince large majorities of Americans of their policies and to achieve high approval ratings. The situation is no different for President Trump: his approval ratings were last positive in March of last year. Since then, Trump has become increasingly unpopular. RealClearPolitics aggregates various polls and now sees a disapproval rate for Trump of almost 56 percent. [1] Only on the issue of border security does approval remain positive; for all other issues such as immigration, security, foreign policy, or the economy, disapproval is rising.[2] Inflation, healthcare, and jobs are the most important issues for the Americans surveyed, for which a majority now sees the competence with the opposing Democrats. Even Trump’s Republicans are rather dissatisfied with the president’s economic policies: according to an AP poll, only 16 percent of Republicans think he has done much to reduce the cost of living. In general, however, they still support Trump: eight out of ten Republicans surveyed give him a good rating. [3] Domestic Policy “Move fast and break things” – is the mantra of the Silicon Valley, that the Christian Science Monitor uses to describe the past year of the president. Trump made a lightning start: “He expanded the boundaries of presidential power and, in his first year after returning, issued more executive orders than in his entire first term. He bypassed Congress, challenged the courts, invaded Venezuela and arrested its head of state, took revenge on his supposed opponents, and redecorated the White House with gold fixtures and a large-planned ballroom.” Trump’s second term makes his first term look like a rehearsal: “It’s almost as if he spent his first four years in office figuring out how much power he really had and then came back determined to fully exercise that power.” According to an analysis by the progressive think tank the Center for American Progress, after the first year of Trump’s second administration, the American workforce is feeling the effects of misguided economic policies: “2025 was marked by chaotic tariff announcements, rising costs for everyday necessities, increasing unemployment, as well as historic cuts in healthcare, food assistance, and clean energy, which drove costs even higher.” The economic turbulence of the first year has left most Americans skeptical about the new year. The think tank cites a survey showing that nearly 70 percent of respondents expected 2026 to be a year of economic difficulties. “Despite Trump’s claim that 2025 was the ‘best first year in history’ for an American president, Americans’ perceptions of their economic security and the latest economic data tell a different story.” “Is Trump trying to lose the midterm elections for Congress?” asks former Republican presidential adviser Karl Rove in the Wall Street Journal: “It was a year full of rapid changes, controversies, and upheavals. It was also a year full of puzzles.” Why does the president repeatedly take actions that go against his political interests? “Trump misses the opportunity to win over key swing voters for the Republicans.” As an example, Rove cites immigration policy and Trump’s approach at the border: “He stopped the flow of illegal migrants. He was right. We didn’t need a new law, just a different president. But Trump did not capitalize on the success to publicize it.” Instead, the Trump team misplayed its hand by sending immigration officers to hardware stores to arrest day laborers without valid papers who had otherwise done nothing wrong. “Americans are increasingly unsettled by the president’s erratic appearances and late-night tirades. Whether it is his age or his advisers, who cannot rein in his worst instincts, Trump behaves differently from any American president before him.” Trump dominates many news cycles but drives no substantial political change, writes conservative analyst Yuval Levin in The Atlantic: “He has worked more around the formal powers of the presidency than with them, and his goal often seems less about governing and more about showing strength.” This approach appears attractive, especially to those on the political right who feel disadvantaged by the American elites. Trump has been able to extract real concessions from some institutions. However, this approach is short-sighted and reactive. Levin writes that in his first year in office, Trump signed fewer laws than any other modern president, and most of them were limited in scope and purpose. The only significant law was essentially an extension of existing tax policy. Otherwise, there were interventions like DOGE and deals. In doing so, the president’s discretionary powers are “used as a lever to influence behavior, rather than using the government’s administrative authority to set predictable, uniform rules for entire areas of society. In other words: they use arbitrariness as an instrument. This can be a source of real power in the short term, but it is ultimately very dangerous for public life in the United States.” Donald Trump will get a third term — by overshadowing his successor, analyzes John Harris of Politico. Trump is on the path to changing the character of the American government and the United States’ international relations more profoundly than any of his predecessors in recent decades: “The reach of Trump’s policies and his disruptive way of implementing them will almost inevitably dominate the campaign and the first term of his successor — perhaps even more so if that successor is a Democrat.” In this way, Trump gets a third term, even if he is not unconstitutionally trying to stay in office. “The task of repairing what Democrats and many others see as Trump’s vandalism means that the first day of the next president will be backward-looking — and probably also the first month and the first year.” Trump has expressed his mix of ideas, grievances, and vanities in a much more concrete, programmatic way than friends or opponents would have expected. He has become more radical and less restrained. “In his first term, his critics cried, ‘This is not normal!’ Only now, it is normal.” Foreign Policy Benn Steil from the Council on Foreign Relations analyzes “Trump’s new world order” and the contradiction between his campaign promise to focus on the U.S. and interventions such as in Venezuela: “The obvious contradiction reflects a fundamental shift in U.S. foreign policy thinking, which aligns with Trump’s preference but is independent of it: dominate what is easy to dominate, and appease or ignore what is not.” There is said to be a consensus within the administration, which is committed to maintaining the hemisphere’s dominance. There is an attempt to offset a withdrawal from persistent overseas conflicts with a simultaneous demonstration of strength closer to home. The goal is to restore the world order that existed before World War I, when America’s global ambitions were more restrained and its neighborhood was safer. What role will the United States play internationally this year? Leslie Vinjamuri of the Chicago Council on Global Affairs asks: “Will it be a stabilizing force? A peacemaker? Or will it continue to sow unrest?” Events at the start of the year have shown that Trump sees value in the latter. Trump does not feel bound by precedent, norms, or laws, and is not deterred by them. Neither allies, Congress, nor courts have so far given reason to believe that this could change. Trump is slowly changing public perception of sovereignty, territory, and national security: “There are already many people that look at maps of Greenland and think differently about its geography, significance, and proper place in the international order.” Whether Trump’s desire for public recognition will divert him from his pursuit of global power — or whether the public will be swept along by Trump — remains to be seen. William Alan Reinsch from the Center for Strategic and International Studies analyzes the president’s trade policy and constant new tariff threats. Whether these are economically sound steps is debatable, but they are undoubtedly politically savvy moves. The constant announcement of new “shiny objects” makes any detailed analysis of previous actions irrelevant: “When these decisions are announced, few facts are released, and by the time journalists, scholars, and other analysts have figured out what was actually decided and taken the time to assess its significance, the public has already moved on, captivated by the next shiny object.” The result is a lack of accountability. “When historians eventually write about this era, there will be accountability, but it will be too late.” The framers of the Constitution intended a government that acts prudently. Checks and balances were meant to ensure that no single branch of government holds disproportionate power over the others. When a president pursues so many political actions that they flood the space and undermine the oversight mechanisms, these accountabilities disappear. Donald Trump started 2026 as the true leader of Europe, writes Nile Gardiner of the Trump-friendly Heritage Foundation. In the first year of his second term, the Trump administration had already shaken the foundations of Europe to its core: “Trump may not be popular in Europe, but he is increasingly respected as a force to be reckoned with.” Trump is wrongly accused of being an isolationist. In reality, he cares far more about Europe than his predecessors: “He is the most transatlantic American president since Ronald Reagan and regards the salvation of Europe as a vital national interest of the United States. His approach to Europe is downright revolutionary. He is the first U.S. president to question the European project, and his ultimate goal is of great significance: the salvation of Western civilization itself.” The U.S. has every right to comment on the EU and Europe’s future because Americans have financed Europe’s security for decades. Whether President Trump actually has a plan is questioned by Thomas de Waal of the Carnegie Endowment. One version suggests he is trying to revive the Monroe Doctrine and govern the Western Hemisphere — a return “to an era of imperialism and spheres of influence”: “The threat he currently poses is primarily a threat of chaos. Calling the challenge a new Monroe Doctrine is only partly correct: it is more of a ‘Gone-Rogue Doctrine.’ However, it is no longer possible to establish spheres of influence in the 21st century in the old style. Trump needs to be reminded that he already has a modern variant: a friendly alliance stretching from Vancouver to Kiev, which he is now losing.” References [1] https://www.realclearpolling.com/polls/approval/donal d-trump/approval-rating [2] Beispielhaft bei Strength in Numbers: https://www.gelliottmorris.com/p/new-poll-trump-slipson-immigration [3] https://apnews.com/article/poll-trump-republicansimmigration-economy-inflation-costs634472fc2ee3b4477a7be997bbd0c69e

Energy & Economics
Egypt flag wavering on blobe with modern building skyline. Flag waving on world map. Egypt national flag for independence day.

Egypt after Mubarak: From Political Turmoil to Sustainable Development

by Rami El-Kalyubi

On January 25, 2011, thousands of Egyptians took to the streets in mass demonstrations demanding freedom, social justice, and the resignation of President Hosni Mubarak, who had held office since 1981. Just 18 days later, on February 11, 2011, newly appointed Vice President of the Arab Republic of Egypt Omar Suleiman announced on state television that Mubarak was stepping down as president and transferring power to the Supreme Council of the Armed Forces. Hundreds of thousands of Egyptians took to the streets to celebrate the victory of the revolution and the beginning of a new chapter in the country's history. However, within months, the general euphoria gave way to the realization that the "new republic" faced serious political and economic challenges. The dramatic events of early 2011 marked the beginning of a long, complex, and at times painful process, the consequences of which can still be seen today. As the fifteenth anniversary of the revolution approaches, Egypt has managed to maintain internal stability and demonstrate sustainable economic growth, but at the same time, the country faces several complex internal and external challenges in politics, economics, security, and other areas. From revolution to counterrevolution Having taken the reins of power in February 2011, the Military Council immediately declared itself no alternative to a civilian government, and by late June 2012, power was transferred to the first president elected since the revolution, Mohamed Morsi, a candidate of the Freedom and Justice Party, the political wing of the Muslim Brotherhood*. Having received 51.73% of the vote in the second round of the presidential election, Morsi narrowly defeated the last Mubarak-era prime minister, Ahmed Shafik, and became the first president in modern Egypt without a military background. However, the now-deceased Morsi, who came to embody the rise and fall of political Islam in Egypt, was not destined to remain in power for long. Just a year later, on July 3, 2013, he was ousted by Defense Minister Abdel Fattah el-Sisi amid mass demonstrations. Supporters of the Muslim Brotherhood* considered the incident a military coup, while el-Sisi, who later became president, repeatedly repeated that the army intervened only after mass demonstrations against Morsi. Morsi's ouster provoked diametrically opposed reactions among regional players. While Saudi Arabia and the UAE quickly became key external donors and allies of the new Egyptian authorities, relations with Qatar and Turkey (the main sponsors of Islamic political movements in the Middle East) deteriorated sharply. Relations with the United States, Egypt's key ally since the 1979 peace treaty with Israel, also cooled somewhat. Following the dispersal of a Muslim Brotherhood* protest in Cairo in August 2013, then-US President Barack Obama canceled joint US-Egyptian military exercises, declaring that traditional cooperation could not continue as usual. The allocation of $1.3 billion in annual US military aid has repeatedly become a subject of political bargaining. Strengthening relations with Moscow Against this backdrop, Egypt has moved toward some rapprochement with Moscow. Since 2014, el-Sisi, first as Defense Minister and then as President, has made a series of visits to Russia, attending two celebrations marking the anniversaries of Victory over Nazi Germany in 2015 and 2025. Furthermore, el-Sisi participated in two Russia-Africa summits in Sochi in 2019 and St. Petersburg in 2023, and attended the BRICS summit in Kazan in October 2024. In December 2025, the second Russia-Africa ministerial conference was held in Cairo, with the participation of Russian Foreign Minister Sergey Lavrov, with whom el-Sisi met. However, relations with Russia were seriously tested by the terrorist attack on board a Kogalymavia (DBA Metrojet) Airbus A321 on October 31, 2015, en route from Sharm el-Sheikh to St. Petersburg. As a result of the incident, Russia completely suspended direct air service to Egypt for several years, dealing a painful blow to the country's tourism sector. Meanwhile, Egyptian authorities steadfastly refused to classify the incident as a terrorist attack, hold those responsible for negligence accountable, or provide appropriate compensation to the families of the victims. Nevertheless, the positive dynamics in Russian-Egyptian relations have now been fully restored. According to the Association of Tour Operators of Russia (ATOR), Egypt has once again become one of the top five most popular foreign destinations for Russians, behind Turkey, China, and the UAE, having welcomed over 1.4 million Russian tourists in the first nine months of 2025, a 36.8% increase compared to the same period in 2024. By effectively exporting Egyptian services to the Russian market, tourism offsets the imbalance in the two countries' trade balance, which traditionally skews heavily in Russia's favor. Furthermore, Russia contributes to the food security of Egypt, the world's largest wheat importer, accounting for over 60% of its total imports. Egypt, in turn, is also actively increasing its agricultural exports to Russia — oranges, mangoes, and other Egyptian origin agricultural products are increasingly found on the shelves of Russian retail chains. The flagship project of Russian-Egyptian cooperation is, without a doubt, the construction of the first nuclear power plant, El Dabaa, in the Matrouh Governorate on the Mediterranean Sea, which is being carried out by the Russian state corporation Rosatom. In terms of scale, this project is often compared to the Aswan High Dam, built with Soviet support in the 1960s. Relations with external players Gradually, el-Sisi succeeded in restoring allied relations with the United States. "My favorite dictator," Trump described el-Sisi during his first term. Following the summit in the Saudi city of al-Ula in early 2021, which marked the restoration of relations between Saudi Arabia, the UAE, and Bahrain, on the one hand, and Qatar, on the other, Cairo followed its Arabian partners in quickly restoring relations with Doha. In November 2022, photos of a meeting between el-Sisi, Emir of Qatar Tamim bin Hamad Al Thani, and Turkish President Recep Tayyip Erdoğan during the opening ceremony of the FIFA World Cup in Doha circulated around the Arab world. This trilateral meeting marked the starting point for the normalization of relations between Cairo and Ankara. Regarding relations with Israel, el-Sisi continued the unpopular rapprochement, openly praising the success of the Egyptian-Israeli peace model. EgyptAir's national carrier began flying to Tel Aviv under its official livery, rather than under the brand of its subsidiary Air Sinai, as it had previously. However, the national carrier's direct flights to Israel were suspended in October 2023 amid the escalation between Israel and the Palestinian movement Hamas in the Gaza Strip. In the energy sector, Egypt is actively purchasing natural gas from Israel's Leviathan field offshore the Mediterranean. Consolidation of power by al-Sisi In terms of domestic policy, el-Sisi has managed to significantly consolidate power in recent years. In 2019, Egypt held a referendum on constitutional amendments allowing el-Sisi to remain in power until 2030. el-Sisi has positioned himself as a leader who successfully confronts domestic and external challenges. Under his leadership, major national projects have been implemented, including the expansion of the Suez Canal, the construction of a new administrative capital, and the country's first nuclear power plant. Following the purge of the Muslim Brotherhood leadership, Egyptian authorities have moved to tighten control over the most influential media outlets. Recent years have seen the rise of the media holding company United Media Services, which is believed to be affiliated with the General Intelligence Service. Founded in 2016, the company has now grown into one of the largest media giants in the Arab world, encompassing over 40 subsidiaries, including approximately 15 television channels. Economic challenges Post-revolutionary Egypt faced several economic challenges amid political instability and a deteriorating security situation. To secure new IMF loan tranches, el-Sisi implemented a series of unpopular measures that Mubarak had resisted, including a gradual increase in fuel and electricity prices. In 2024, a decision was made to quadruple the price of even subsidized bread, a staple food for the poor. Given the importance of subsidized flatbread in the diet of the poor, Egyptian authorities had resisted raising the price for three decades, which stood at just five piastres (about 0.1 cents at the current exchange rate). However, even constant IMF tranches and financial assistance from the Gulf monarchies failed to help Egypt avoid a deep economic crisis amid declining tourism revenues, a population explosion, and a high degree of dependence on external factors. Following the outbreak of the war in the Gaza Strip in October 2023, the economic situation was exacerbated by regular shelling of ships in the Red Sea by Yemeni Houthis, which led to a more than halving of Suez Canal revenues. According to Egyptian Foreign Minister Badr Abdel Ati, Egypt's total losses from shelling of ships in the Red Sea as of October 2025 amounted to $9 billion. Amid constant political and economic turmoil, the Egyptian pound was gradually devalued from 5.6 pounds per dollar in 2010 to 47 pounds per dollar by early 2026. At its peak, the US currency exceeded 50 pounds per dollar. The discovery of new large gas fields (particularly the Zohr field offshore the Mediterranean) allowed Egypt to increase its liquefied natural gas (LNG) imports to 3.5 million tons by 2019. However, amid a population explosion and growing local consumption, this positive effect quickly faded, and by 2023, Egypt had abandoned gas exports during the peak summer season and transitioned to a model that combines exports and imports depending on seasonality. In advance of peak consumption during the hot summer season, in early 2026, Egypt signed a memorandum of understanding to purchase 24 LNG cargoes from Qatar. Despite significant challenges, a significant influx of investment from Gulf countries (particularly the UAE and Saudi Arabia) is helping to keep the Egyptian economy afloat. Qatar has also steadily increased investment in the Egyptian economy in recent years. The main sources of income for the Egyptian economy are exports, tourism, the Suez Canal, and remittances from Egyptians abroad. According to the World Bank, Egypt consistently ranks among the top ten countries in the world by this last indicator. And according to the Central Bank of Egypt, in the first 11 months of 2025, Egyptians transferred $37.5 billion to their homeland, a 42.5% increase compared to the same period in 2024. According to the World Bank, Egypt has demonstrated steady economic growth year after year, measured by nominal GDP, which amounted to approximately $389 billion by the end of 2024. The country consistently ranks among the fifty largest economies in the world. Based on GDP at purchasing power parity (PPP), the picture looks even more optimistic — Egypt is among the world's twenty largest economies. However, constant natural population growth negates the potential positive impact of economic growth on well-being. Per capita GDP by the end of 2024 was only approximately $3,300 (158th place in the world). Social inequality remains a separate and acute socioeconomic challenge for Egypt. According to official data, 29% of Egyptians live below the poverty line. Meanwhile, according to the international consulting firm Henley & Partners, Egypt is home to 14,800 dollar millionaires, 49 individuals with a net worth exceeding $100 million, and 7 billionaires. Given the discrepancy between macroeconomic indicators and per capita well-being, demographics pose a distinct challenge for Egypt. Thus, Egypt's population grew from 91 million in 2011 to 118 million in 2025 (13th in the world and first among Arab countries), posing a serious challenge to social infrastructure, healthcare, education, and the labor market. However, according to the Ministry of Health, a slight slowdown in population growth and a decline in the fertility rate from 3.5 children per woman in 2014 to 2.41 in 2024 are expected recently. External challenges In terms of security, Egypt remains hostage to a number of destabilizing external factors, such as hotbeds of tension along virtually its entire border amid the de facto split of Libya and Sudan, as well as dubious prospects for sustainable peace in the Gaza Strip. In developing its foreign policy stance in the region, Egypt is forced to perform diplomatic feats, balancing its own interests with the often-conflicting interests of key partners in the Gulf and the United States. However, it should be acknowledged that Trump's ceasefire initiative in Gaza allowed Cairo to strengthen its status as a key mediator in the Middle East at the Sharm El Sheikh Peace Summit last November, where Trump, el-Sisi, Al Thani, and Erdogan signed a peace agreement on the Gaza Strip. A separate and serious external challenge for Egypt remains the Blue Nile Renaissance Dam, commissioned by Ethiopia, which threatens to deplete the country's water resources. However, abundant rainfall in Africa in recent years has mitigated this issue and even led to floods in Sudan in 2025. *** The main outcome of the 15 years since the Egyptian revolution of 2011 is the restoration of a political system in which the army and security forces act as the de facto guarantors of statehood. Egypt has demonstrated a high level of political resilience compared to other countries engulfed by the events of the Arab Spring, such as Libya, Syria, and Yemen. In the economic and security spheres, Egypt remains vulnerable to external factors that directly impact Suez Canal revenues, tourism, and foreign investment. Despite steady nominal GDP growth, the past 15 years have not led to an improvement in the overall well-being of the population. However, Egypt has succeeded in developing infrastructure and new cities, as well as in implementing major national projects such as the new administrative capital and the El Dabaa Nuclear Power Plant, which could become drivers of economic growth and further development in the medium term. The declining birth rate creates the preconditions for eliminating the imbalance in the ratio of the working-age to non-working-age population, which will also contribute to balanced growth in the long term. In the absence of major internal and external shocks, Egypt can be expected to enter a trajectory of sustainable growth and consolidate its status as a key political and economic player in the region. * The organization was recognized as terrorist in Russia by a decision of the Supreme Court.

Energy & Economics
Cargo container with Eu and India flag. Concept of business and trade between Eu and India

Press statement by President António Costa following the EU-India summit

by António Costa

Thank you dear Prime Minister Modi, for welcoming us on this special occasion. We were privileged yesterday to be your Chief Guests for the Republic Day celebrations, such an impressive display of India’s capabilities and diversity. Today is a historic moment. We are opening a new chapter in our relations – on trade, on security, on people to people ties. I am the President of the European Council, but I am also an overseas Indian citizen. Then, as you can imagine, for me, it has a special meaning. I am very proud of my roots in Goa, where my father’s family came from. The connection between Europe and India is something personal to me. Also, because we conclude today our trade negotiations, we relaunched at the Leaders’ meeting that I had the pleasure to host, in May 2021, in my previous capacity. Our summit sends a clear message to the world: at a time when the global order is being fundamentally reshaped, the European Union and India stand together as strategic and reliable partners. Today, we are taking our partnership to the next level. As the two largest democracies in the world, we are working hand in hand: • to deliver concrete benefits for our citizens; and • to shape a resilient global order that underpins peace and stability, economic growth, and sustainable development. I would like to share three messages. First: the European Union and India must work together towards our shared prosperity and security. India is the world's fastest-growing major economy. Trade has flowed between our two continents for centuries. Trade is a crucial geopolitical stabilizer. And a fundamental source of economic growth. Trade agreements reinforce rules-based economic order and promote shared prosperity. That’s why today’s Free Trade Agreement is of historic importance. One of the most ambitious agreements ever concluded. Creating a market of two billion people. In a multipolar world, the European Union and India are working together to grow spheres of shared prosperity. But prosperity does not exist without security: • strengthening our cooperation to better protect our citizens and our shared interests; • working together to counter the full range of security threats we face, in the Indo-Pacific, in Europe and around the world; • reaching a new level of strategic trust between us. That is the significance of our agreement on a Security and Defence Partnership. The first such overarching defence and security framework between India and the European Union. And the first step towards even more ambitious cooperation in the future. This brings me to my second message: as the world's largest democracies and champions of multilateralism, the European Union and India share the responsibility of upholding international law, with the United Nations Charter at its core. Earlier this morning, we had the opportunity to pay tribute to Mahatma Gandhi. And I reflected upon his words which still hold true today: “Peace will not come out of a clash of arms but out of justice lived and done by unarmed nations in the face of odds.” Our summit reaffirmed our commitment to supporting efforts towards a comprehensive, just and lasting peace in Ukraine. One that fully respects Ukraine’s independence, sovereignty and territorial integrity. This is a key moment. We are supporting all efforts to reach a just and sustainable peace. Ukraine has shown its readiness, including at the cost of difficult compromises. I know, dear Prime Minister, that we can count on you to help create the conditions for peace, through dialogue and diplomacy. And this is my final message: together we must show leadership on global issues. Cooperation between the European Union and India will help shape a more balanced, resilient, and inclusive global order. Just two examples: I am proud of the commitments we are making for greater cooperation on clean energy, green transition, and climate resilience. And our collaboration through the Global Gateway and on the India–Middle East–Europe Economic Corridor is decisive for global connectivity. By implementing the ambitious Joint Comprehensive Strategic Agenda towards 2030, we will align our priorities with concrete actions for the next five years: delivering real benefits to our citizens. Today, we have tangible progress and set an example of cooperative leadership on global issues. With: • our Free Trade Agreement; • our Security and Defence Partnership; and • our Joint Strategic Agenda for 2030. These outcomes are a crucial milestone on a longer path. We look forward to continuing the journey. Together, as always. Thank you very much. Press statement by President António Costa following the EU–India Summit, 27 January 2026. © European Union / Council of the EU. Reproduced with permission; original meaning preserved.

Diplomacy
Mark Carney, the former governor of the bank of england, speaking at an event with hand in the foreground and red background, New York City, October 7, 2025

Canada Takes the World Stage at Davos

by Bruce Mabley

Prime Minister Mark Carney’s speech at Davos on January 20th marks a watershed in the post-war economic world order. Riddled with sectoral US tariffs and fearful of potential draconian trade concessions in the upcoming renegotiation of the North American free trade pact (CUSMA), Canada has taken to the world stage to say the obvious – that most countries, except the superpowers, can no longer count on global economic multilateralism as a cornerstone of their prosperity. The Davos Speech The central theme of Carney’s Davos speech was to define what exactly is happening in the world’s economic sphere. His delivery was frank and brutal, tearing away the veil of uncertainty. Carney offered his explanation of the ‘rupture’ in the world economic order. Philosophers call it an epistemological break. It best defines the scope of the break Carney is referring to. Although President Trump was not named, the break extends to, but is not limited to, the worsening state of Canadian-American economic relations. It is more than that. According to Carney, the break is not a temporary phenomenon, meaning that nostalgia for the old-world order will not provide answers on how to move forward. A return to the past multilateralism will not occur. This stark conclusion was written on the faces of the attendees: America has become an unpredictable and unreliable partner. Trade diversification is required for Canada to pull away from too much dependence on the United States. Before arriving in Davos, PM Carney visited China in an effort to patch up relations that had been strained under the Trudeau regime. Trade diversification was discussed. The Chinese gave way on a few key agricultural products that had been subject to huge tariffs. The old ‘quid pro quo’ on the importation of Chinese electric vehicles was put on its head. Canada agreed to import 49,000 EVs. At the conclusion of the visit, one could sense a warming of relations, although there was no full-blown free trade deal. International Reaction (A Star Is Born) On the international level, Carney’s Davos speech thrust him into the spotlight. The appeal he made to middle powers in Europe and Asia, in particular, has won him praise from many world leaders. Despite early positive indications, the Trump administration has now changed course and seeks to marginalize Carney’s consequential message. National Level (clear skies) The national parliament in Ottawa features little opposition to Carney’s Liberals. There have even been some floor crossings to add to the Liberal minority government, several seats away from a majority. The main opposition party has been outflanked and outgunned by Carney. Their leader is facing a leadership review soon. The Provinces (Carney’s Achilles Heel) It is on the provincial level that Carney faces the most serious challenges. First, Carney must juggle the different and sometimes conflicting interests of the provinces. This was evident during the recent trip to China. Some relief was found in the agricultural sector. Carney’s decision to let a limited number of Chinese EVs into the country has angered Ontario Premier Doug Ford and his allies in the automotive sector. It looks as if that crisis is temporarily over, but the potential for further unrest remains a concern. Alberta Alberta is mounting an independence referendum this year. At this time, polls indicate that the independence option would fail if the referendum were held now. Both the Alberta and a potential third referendum in Québec could be subject to election interference from the United States, using their diplomatic missions as forward bases. American interest in Alberta’s oil fields is undoubtedly a consideration in this regard. Suddenly, Trump’s ‘idle talk’ about Canada becoming the 51st state becomes a real proposition. Is Alberta’s independence a prelude to joining the USA, or will it become an independent state in its own right? It is in the interests of the Alberta separatist movement to keep these two threats alive as plausible options in any future negotiations with the central government. Québec After Davos, Carney returned home to Québec. At the very site of the Battle of the Plains of Abraham, Carney delivered a speech to foster Canadian unity and explain how the 1763 battle paved the way for French-English cooperation, the future basis of Confederation in 1867. The reaction in French Québec was swift and bipartisan. Carney’s questionable interpretation of this event was strongly criticized as being patronizing, historically incorrect, and pro-English. Carney’s rejoinder in halting French did nothing to quell the anger. In Québec, events are moving fast. Québec Premier François Legault, a former separatist minister whose aim was to increase Québec provincial autonomy, has resigned amidst desperate polling numbers. A Parti Québécois separatist victory in October of this year now appears likely, heralding a third referendum on independence and adding more tension to already strained federal-provincial relations. Renewal of CUSMA (waning hopes) Prior to Davos, the Carney government sent several emissaries to Washington to seek to eliminate sectoral tariffs on products such as aluminum and steel and to prepare the ground for the renewal of CUSMA. More than 80% of Canadian goods delivered to the USA are CUSMA-compliant and tariff-free. At the end of the first year of Trump’s second mandate, no clear path towards that goal has been identified. CUSMA, an economic accord, is the basis of Canada-US bilateral relations. Such a rupture, despite Canada’s best intentions and efforts at renewal, would be a logical reflection of Carney’s Davos message. The Canadian people have responded to the situation by boycotting US goods and suspending visits to Uncle Sam. Anxiety over threats of annexation is rife. That sentiment is captured allegorically in a clip from a popular sixties movie: Soon after the Allied victory at El Alamein during World War II, Winston Churchill remarked that ‘Now this is not the end. It is not even the beginning of the end. But it is perhaps the end of the beginning.’ Carney’s Davos message will endure. This article is published under a Creative Commons License and may be republished with attribution.