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With the possibility of a second Trump presidency looming, it is high time to Europeanise NATO’s defence plans Lest anyone had missed the point, Donald Trump has now provided helpful clarification of his attitude towards America’s NATO allies – and specifically those that fail to spend the benchmark 2 per cent of their GDP on defence. If elected he would, he declared at a campaign rally, “encourage” Russia “to do whatever the hell they want” to underspending NATO allies. Reacting to a storm of protest from European leaders, he was happy to repeat himself: “Look, if they’re not going to pay, we’re not going to protect. OK?”. Nowadays, it is less easy for complacent Europeans to shrug off such observations as typical Trumpisms. They have evidence that Trump redux would be likely to apply his malevolent instincts much more efficiently than he did in his chaotic first term as president. And the chances of him having the opportunity to do so are increasingly likely: he has now steamrollered the opposition in the early Republican primaries, and is ahead of Joe Biden in the polls. No one can any longer ignore the real possibility that in less than a year’s time the occupant of the White House could toss the whole responsibility for keeping Ukraine in the fight against Russia into European laps, whilst insisting that from here on in they see to their own defence. It would therefore hardly be premature if Europeans began to explore how each other views the situation; to make contingency plans; and even to take some precautionary steps. The two key challenges are obvious. The first is how to get more weapons, and especially ammunition and air-defence missiles, to Ukraine. Since Russia’s invasion, Europeans have done better at this than might have been expected – but they have not done as well as the need now demands, and not nearly enough to support Ukraine if the United States withdraws its aid. The EU, and especially the European Commission, have played a prominent role here, providing financial incentives for member states to donate from their own stocks and to expand production facilities. But talk of moving European defence industries onto a war footing has yet to be realised; and although the commission will shortly unveil proposals for an ambitious European defence industrial strategy, this can only succeed if member states evince more enthusiasm for collective action than they have so far shown. Only three months ago France, Germany, Italy, and Spain jointly warned the commission to stay off their turf and respect national “prerogatives” on defence. The second key challenge that Europeans should be facing up to is how they would defend themselves without US backing against a Russia that had – the possibility can no longer be discounted – imposed a humiliating ‘peace’ on Ukraine. The “dormant NATO” plans being proposed by right-wing US think-tanks foresee a wholesale withdrawal of US ground forces from Europe. But Europeans have huge psychological difficulties in bringing themselves to discuss the US as they would any other foreign power, even in situations where their own strategic interests are manifestly different from those of the superpower. NATO’s disastrous involvement in Afghanistan, for instance, would never have dragged on for so many fruitless years had not its European members studiously avoided any collective discussion of a campaign which each saw exclusively through the prism of its own bilateral relations with the US. Compounding these challenges is the fact that there is no institutional setting in which Europeans could confer. Their task is, in effect, to Europeanise NATO’s defence plans, but this can hardly be discussed in NATO. That organisation, after all, is where European militaries gather to be told what to do by Americans, but the current US administration can scarcely be expected to lead a discussion premised on its own defeat in the November presidential election. The EU has neither locus nor credibility in military operational matters. The reality is that, if a strategy for defending Europe without the Americans is to emerge, this can only be on an ‘intergovernmental’ basis – through bilateral and minilateral discussion amongst Europe’s main defence players. At the alliance’s 2022 Madrid summit, NATO doubled down on its strategy of forward defence. Russia’s war on Ukraine has demonstrated that we are in a technological era in which defensive systems have the advantage over the traditional means of attack. Destroying massed Russian armour turned out to be relatively easy; getting Russians out now that they have dug themselves in is the devil’s own job. So in Madrid allies resolved to reinforce NATO’s “enhanced forward presence” – boosting in-place forces in eastern and central Europe. But predictably, Europeans have been happy to leave this largely to the Americans, who reinforced their presence in Europe with an additional 20,000 troops. The challenge for European chiefs of staff and defence planners now is to work out how, if the need arises, to substitute for US in-place forces in the frontline states; what capabilities and defensive infrastructure will be needed to halt any assault at the borders; and how to organise the communications and data networks necessary to form an effective system that ties together disparate sensors and missile, drone, and artillery assets. Such planning is now an urgent requirement, not just as a matter of military preparedness, but for psychological reasons. Europe’s frontline states have long felt their western European allies lack not only US military credibility, but also a serious understanding of the scale of Putin’s threat. Europeans will only hang together under a second Trump presidency if they are ready to trust each other, and specifically if the most vulnerable states see a real prospect of western European states putting many more of their bodies on the line as in-place forces. The last couple of years, in which predominantly eastern European states have agreed to purchase an astonishing $120 billion of weapons from American contractors, suggests a fatal tendency to believe that maybe Trump can be propitiated by such largesse. Fortunately, the return of Donald Tusk as Poland’s prime minister has substantially increased the odds of Europeans hanging together even in a Trump 2.0 scenario. The foreign ministers of France, Germany, and Poland (the Weimar Triangle) have just met to discuss strengthening Europe’s efforts. If, as expected, the British Labour party returns to government later this year, then the United Kingdom would be an obvious addition to this group. Indeed, a necessary one: it is hard to envisage a credible European defence of the continent that did not clutch in Europe’s second nuclear power. Keir Starmer has made clear his ambition to restore defence ties severed by Brexit. There is no time to waste: the prime minister-in-waiting could usefully make an early trip to Paris to initiate conversations with the UK’s closest continental ally.

Demarcating the land border between Israel and Lebanon is an important and necessary step—but is it right to do under fire? In this document, INSS researchers provide an answer to this question and detail the background and points of disagreement between the two countries on this issue As part of the American-led efforts to use diplomatic means to end the fighting that has been ongoing for nearly five months between Israel and Hezbollah, the need to demarcate an agreed-upon border between Israel and Lebanon was also on the agenda. The Lebanese government is eager to include border demarcation in any ceasefire agreement and has adopted the same policy on this matter as Hezbollah, linking an end to the fighting to the cessation of Israeli operations in the Gaza Strip and presenting a hardline maximalist approach to border demarcation. Negotiations over the land border between the two countries are likely to be exhaustive due to the complexity of the issue and the wide gaps between the sides. It would be wrong, therefore, to conduct them under fire. At the same time, as part of an agreement to end the conflict, it is feasible to include an agreement over the establishment of a mechanism to discuss the issue at the next stage—once the fighting on the Israel–Lebanon border has died down. Increasingly concerned that the fighting between Israel and Hezbollah could escalate further and turn into an all-out war, the United States is working to advance a diplomatic move that would lead to a ceasefire. France, and more recently the United Kingdom and Germany have joined the Americans in this effort. The Americans have entrusted the task to US President Joe Biden’s close adviser, Amos Hochstein, who successfully brokered the maritime agreement between Israel and Lebanon, which was signed in October 2022. At the behest of the Lebanese, Hochstein has been trying over the course of the past year to recreate this success and to get the parties to agree to a permanent land border. Thus far, he has not been successful. Beirut recently raised again the issue of demarcating the land border between Israel and Lebanon in the framework of efforts to secure a ceasefire between the IDF and Hezbollah, which have been engaged in limited combat along Israel’s northern border since Hezbollah initiated the conflict on October 8. The fighting has been ongoing since then, in parallel to the war in Gaza. In their discussions with American officials, acting Lebanese Prime Minister Najib Mikati and his foreign minister, Abdallah Bou Habib, have been pleased by the Biden administration’s willingness to help broker a ceasefire and to restore quiet to southern Lebanon. They say that they are committed to a diplomatic solution and to international decisions, with an emphasis on UN Security Council Resolution 1701. At the same time, they have taken a hardline position and have been forced to toe the Hezbollah line. They have done so not only in terms of linking an end to the fighting on the Lebanon border with a cessation of IDF operations in the Gaza Strip but also in terms of their demands when it comes to demarcating the land border. Their opening position is intransigent. In their diplomatic meetings and in interviews they have given to the media, both Mikati and Habib have raised the demand that Israel withdraws from every inch of Lebanese territory and, at the same time, they speak about the Mandate-era border, which was adopted as part of the 1949 Armistice Agreements, as the reference point rather than the Blue Line, the line of withdrawal identified in 2000 by the United Nations, without prejudice to any future border agreement. Reports in the Israeli and Lebanese media suggest that the issue was also raised during Hochstein’s recent visits to Israel (on January 4 and again on February 4) and Beirut (on January 11), but for the time being, Hezbollah and, in its wake, the Lebanese government are adamant that they will not pursue a diplomatic channel as long as the war in Gaza is ongoing. Milestones in the Demarcation of the Border between Israel and Lebanon The border between Israel and Lebanon, which is around 120 kilometers in length,[1] was demarcated more than a century ago as part of the Franco–British Agreement on Mandatory Borders that was signed in Paris in December 1920. That agreement saw the two European superpowers divide up the territory of the Ottoman Empire between them and agree on the borders between both Lebanon and Syria (readers must understand that it was not between Lebanon and Syria specifically, but between the territory of both and Palestine), which were under the French Mandate, and Palestine, which was under the British, from the Mediterranean Sea to Hama (which now makes up the border triangle between Israel, Syria, and Jordan). The agreement drew out the general path of the border, and the sides agreed to set up a joint commission to demarcate the exact path of the border. The commission was headed by two officers—French Lieutenant Colonel Paulet and British Lieutenant Colonel Newcombe. The commission demarcated the border, and in March 1923, the final agreement was approved by both countries. It was ratified in 1935 by the League of Nations. The system used by the commission to demarcate the border—a process that took an entire year and which left behind meticulous documentation of its work—was old-fashioned and problematic; it led to huge inconsistencies in the border. The border they drew up did not fully correspond to the border that was agreed on in Paris in 1920, but it was marked on the ground using piles of rocks. These piles were eventually replaced by 71 posts known as boundary pillars (BPs), of which 38 were placed along the Israel–Lebanon border. It should be noted that most of these BPs disappeared or were destroyed, making later demarcation difficult. Throughout the Mandatory period, right up until Israel and Lebanon gained their independence, the boundary drawn up by the commission was recognized as the international border. It was also the boundary that was used for the March 1949 Armistice Agreement between Israel and Lebanon. That agreement, which the Lebanese are citing as their reference point for demarcation today, was not a detailed demarcation of the boundary. Rather, the agreement merely stated that the “armistice line will run along the international border.” In other words, along the border that was drawn up by the two Mandatory powers and approved in 1923.[2] Following the withdrawal of the IDF from Lebanon in May 2000 and as part of the implementation of Security Council Resolution 425 (1978), the United Nations tried to demarcate the IDF’s withdrawal line using a team of its own cartographers. They drew what became known as the Blue Line, which deviates in several points from the Mandate-era boundary, and they based it on cartographic data and the interpretation thereof by members of the team. Israel and Lebanon both accepted the Blue Line as the line to which IDF forces would withdraw from southern Lebanon, but Lebanon submitted reservations that turned into points of contention between the sides. The UN approach is to recognize a border line upon which both parties will agree, although it is doubtful that Lebanon will agree to the Blue Line as the basis and likely will insist on the 1949 line. After the 2006 Second Lebanon War, Israel and Lebanon agreed to physically demarcate the Blue Line on the ground, and to this end, a professional committee was formed. This committee determined the exact location of 470 reference points along the Blue Line—around four such points for every kilometer. The goal of marking the border using blue barrels was to make the border clear to the local population, to military personnel, and to the United Nations—and to prevent any inadvertent Blue Line crossings or violation. Thus far, however, barrels have only been placed on around half of the reference points (more than 270). Each of them was only placed after Lebanon and Israel had examined its exact position and given their approval. Points of Contention between Israel and Lebanon Along the Border Region After the delineation and demarcation of the Blue Line, Lebanon presented reservations regarding 13 points along the Blue Line, covering an area of 485,000 square meters (not including the territory in the triangle of borders with Syria beyond the 1949 Armistice Line). To this day, this remains the main point of contention between the two countries. According to the Lebanese, these points deviate from the boundary that was determined in the 1949 Armistice Agreement (see the map in Appendix A). These points have been discussed at length over the years in contacts between the sides as part of the tripartite meetings and coordination mechanism established by UNIFIL. On a number of occasions, there were even reports that they have reached understandings about a solution for seven of them (although there has been no official announcement that they have been resolved). In July 2023, before the outbreak of the current conflict, the Lebanese foreign minister claimed that of the 13 contested points, agreement had been reached over seven, and that there were only six left to be resolved. Two months later, however, the Lebanese army issued an official statement in which it said that it still sees the 13 as being violations by Israel (the Lebanese see the territory on their side of the 1949 Armistice Line and the Blue Line as having been occupied by Israel) and that nothing had been finalized on the matter. Moreover, the army said representatives in the tripartite coordination mechanism did not have the authority to approve this. Recently, against the backdrop of negotiations, the issue was again raised in an interview given by Mikati. On February 1, he claimed that seven of the 13 points had already been settled, but that there were still major gaps in the positions of both sides with regard to the remaining six. Five days later, the foreign minister made a similar argument. The table below shows the 13 contested points, most of which could be resolved with some good will from both sides. At the same time, a number of points of strategic importance will be hard to resolve—primarily the first point close to the coast at Rosh Hanikra (B1), given its strategic location and its importance to both sides. This was one of the reasons that Israel demanded within the maritime agreement to preserve the status quo at this particular point, which was initially intended to be the starting point for the maritime demarcation, and to postpone the discussion on it until negotiations took place over the land border. >> Table: Lebanese reservations over the demarcation of the Blue Line    According to some recent reports, in addition to the 13 familiar points, Lebanon has already presented more Israeli violations and has demanded that Israel withdraw from 17 other areas beyond the Blue Line, some of which correspond with the 13 previous areas of contention. This is in contrast to the recently stated position of the Lebanese prime minister and foreign minister, both of whom referred only to the 13 contested areas. Details of these points, as published by the Hezbollah-affiliated Al-Akhbar newspaper, appear in Appendix B. In addition to the points of contention along the Israel–Lebanon border, there are also a number of substantial contested points on the Golan Heights. The Lebanese have laid claim to areas that were captured by Israel from Syria in 1967 during the Six-Day War in the border triangle between Israel, Lebanon, and Syria. According to Beirut, Israel must return these territories, which it claims as its own, before any resolution of the conflict with Syria, which has opted not to deal with the issue at the current time. Further complicating the situation in these areas is the Golan Heights Law that Israel passed in 1981, which formalized the change in the legal status of the Golan and determined that the area fell under Israeli law, jurisdiction, and authority. These disputes form a major part of Hezbollah’s narrative. The organization argues that it is fighting for the liberation of more Lebanese territory from Israeli occupation, while exacerbating the already intense disputes between Beirut and Jerusalem and using them as part of its struggle against Israel. Therefore, it is no coincidence that many of Hezbollah’s military attacks during the past nearly five months of fighting have also been directed at the areas of Mount Dov and Shebaa Farms. There are two main areas in question: The northern part of the village of Ghajar: Lebanon claims sovereignty over the northern part of the village, which is located on the original border between Syria and Lebanon. Indeed, Lebanon’s claim is not entirely groundless, since the Blue Line dissects the village, in accordance with the findings from 2000 by UN cartographers, who worked according to maps in their possession. The northern part of the village, therefore, is in Lebanese territory, even though it was captured by Israeli forces from Syria in 1967 and its residents are Alawites. Lebanese complaints intensified after September 2022, when Israel erected a fence to the north of the village to prevent infiltrations from Lebanon. The erection of this fence was done in coordination with the IDF, which took into account the residents’ suffering from having their village split in two and the fact that entry was only possible via a border police and military checkpoint. Closing off the village from the north allowed it to open to visitors. In addition to the northern section of the village, Lebanon is also demanding territory to the east of the village. The Shebaa Farms: This is an unpopulated agricultural area on Mount Dov (the foothills of Mount Hermon), between the village of Ghajar and the Lebanese village of Shebaa (in the border triangle), which Beirut claims belongs to the village. From an Israeli perspective, this strategic area is vitally important in order to monitor a hostile region. Evidence of this was provided in October 2000, when three Israeli soldiers were abducted in a cross-border raid. It is no coincidence that Hezbollah’s first attack during the current conflict, on October 8, was against Mount Dov, which has become a key target over the past months. In contrast to the official Lebanese position, Hezbollah also has claims to more Israeli territory, which it wants to “liberate from occupation.” There are seven Shiite villages in the Upper Galilee which were abandoned or evacuated, and then captured by Israel during the War of Independence in 1948. It should be stressed that in official statements from Beirut about the border dispute with Israel, these villages are not mentioned. However, it is likely that, even after the resolution of the dispute over border demarcation between the two countries, Hezbollah will continue to refer to these villages as occupied Lebanese territory. This is an integral part of its efforts to maintain its status as “defender of Lebanon” and it will be used to incite hostility toward Israel. From an Israeli perspective, it would be wrong to negotiate the border demarcation under fire. The issue of border demarcation has, as mentioned, come up as part of the diplomatic efforts to end the fighting between Hezbollah and Israel; the Lebanese side (and, it seems, the mediators) raised it as one of the things that Israel could offer in order to promote a ceasefire. However, given the ongoing escalation and the possibility of all-out war, it appears that it would not be the right course of action for Israel to include negotiations over the future land border in talks aimed at securing a ceasefire—notwithstanding the importance of an agreed-upon resolution of the issue. There are several reasons for this: The time element: Negotiations are likely to be long and complex, given the profound disagreements that exist, especially over three points: Rosh Hanikra (B1); the village of Ghajar; and the Mt. Dov/Shebaa Farms. Such talks will not be completed quickly and will not lead to a ceasefire any time soon, especially given that the Lebanese side is currently presenting a particularly hard line. Israel, on the other hand, is interested in an immediate end to the fighting, so that the evacuated residents of the North can return to their homes as soon as possible. This argument is also supposed to convince the Americans, who are also keen to secure a ceasefire sooner rather than later and to avoid regional conflagration. An achievement for Hezbollah and the loss of a bargaining chip: If Israel were to hand over territory to Lebanon—no matter how little—as a result of the current conflict, it would inflate Hezbollah’s sense of accomplishment, as well as its claimed status as the ‘protector of Lebanon.’ It would also strengthen its argument to remain an armed organization, against the wishes of those citizens in Lebanon who want it to turn over its weapons to the Lebanese army. Moreover, Israel would lose a bargaining chip in the anticipated negotiations over the implementation of UN Security Council Resolution 1701, especially in terms of its desire for Hezbollah to withdraw north of the Litani River. The same is true of a partial solution, regarding, for example, the seven border points over which there is agreement in principle. While Hezbollah would portray this as a “victory,” the disagreements and the reasons for continued conflict would remain unaddressed. There is no official address on the Lebanese side with which Israel can sign any agreement, given the political vacuum that exists there. Since the last election in Lebanon, in May 2022, a transitional government has been in power and, since the end of President Michel Aoun’s term of office in October 2022, Lebanon has yet to elect a replacement. As per the constitution, it is the Lebanese president who has the authority to sign such agreements; indeed, it was Aoun who signed the maritime border agreement with Israel on his last day in office. Similarly, opponents of any agreement with Israel could challenge the authority of the current interim government to engage in negotiations on any issue with Israel. In conclusion, reaching an agreement on the route of the land border between Israel and Lebanon would be an important element in forging a new reality in the region. However, it would not be right to hold a complex discussion on the issue, and certainly not to accept a partial agreement that would include Israel’s surrendering of territory, as long as Hezbollah has not agreed to cease the current fighting, which it initiated. Therefore, Israel must reject the inclusion of the issue in the preliminary understandings over a ceasefire and must insist that negotiations over the demarcation of the land border only take place at a later stage. Appendix A Map of the Disputed Areas According to the Lebanese Side  Appendix B Lebanese Claims of Israeli Violations Along the Blue Line    Note: These are areas that Israel currently occupies and which the Lebanese claim violate the Blue Line. This list was published on September 7, 2023, by the Al-Akhbar newspaper, which is affiliated with Hezbollah. [1] “It’s time to talk about the Blue Line: Constructive re-engagement is key to stability,” March 5, 2021, https://unifil.unmissions.org/it%E2%80%99s-time-talk-about-blue-line-constructive-re-engagement-key-stability [2] Haim Srebro, True and Steady: Mistakes in the Delimitation of the Boundaries of Israel and Their Correction (Tzivonim Publishing, 2022), p. 143.

2024 has begun intensely and looks extremely busy for the neighboring continent: up to 18 countries will hold general elections at a time of global polarization where democracies are strained by the rise of populism and the growing influence in Africa of countries like Russia, China, and Türkiye. It is not every year that the African continent has an electoral calendar as relevant and extremely busy as the one we are starting in 2024: specifically, 18 general elections are expected to be held this year in Africa. Comoros, Mali, Senegal, South Africa, Mauritania, Burkina Faso, Rwanda, Mozambique, Botswana, Chad, Tunisia, Mauritius, Namibia, Ghana, Algeria, Republic of Guinea, South Sudan, and Guinea Bissau have already passed, will or should go through this important stage in the next twelve months. And I maintain that it is a transcendental year because the test of democracy for all these countries is taking place in a context of enormous global polarization, in a world that seems to increasingly reward populist options. In the background of our observation of all these electoral processes and aware that, in many countries, certain deficiencies in democratic culture can be detected, there is a fundamental debate underway among Africans themselves, but which challenges us directly. Aren’t we in the West trying to impose a model of democracy that, as we can see, has not been useful in so many African countries? A complex debate, undoubtedly, but as a democrat, it does not allow for many nuances in my view, beyond the fact that what matters is that the people can participate in their government and express themselves, and that they can do so in freedom, without coercion, threats, or conditions. However, all these processes must also be seen from a geopolitical point of view. Europe, which has always insisted the most on democratic demands, is losing steam in Africa. The European Union, and the voids it leaves behind have been filled by countries such as China, Russia, or Türkiye, which do not hesitate to violate democratic procedures or respect for human rights. Because Russian influence in certain areas of Africa has not only been military: its interference in fields such as disinformation has weakened the democratic approaches that we, Europeans, have always defended and inspired. And China, which would almost deserve another article, will be discussed another day, since its dominance is economic, tied by the granting of credits. It is also evident that among African youth a clear critical analysis of colonialism, and how their countries have been related to European countries until today, is growing. In West Africa, the one around us, this clearly leads us to France, which is highly questioned throughout the Sahel, but which in a certain way affects the image of all the countries that we could include in what we call “the West”, whether we have a colonizing history or not. And that should also call us to reflect on how badly we have done and how selfish we Europeans have been with the African continent, giving priority to our commercial and geopolitical interests. Not so long ago, and forgive the harshness of the term, is where we went to hunt black people later sell them, in a spurious trade of human beings. Some of these electoral processes will take place in territories of great relevance for our country, such as the neighboring Senegal, that current sender of a large part of the people who come to us on board of small boats and “cayucas”. I write these lines on a morning (Friday, January 26th) in which, despite a horrible windstorm and very rough seas, the arrival of cayucos to the Canary Islands has not stopped, six of them in the last few hours, with more than 300 people, one of them to the island of El Hierro with two corpses on board. The drama does not stop, and it is even more difficult for me to digest it amidst information from Fitur in which we celebrate the wonderful prospects for the arrival of more and more tourists. There is barely a month to go before a key electoral process for Senegal, this friendly country, until a few years ago considered a beacon for democracies throughout West Africa. Journalist José Naranjo, who lives in Dakar, wrote the other day in El Pais that these are the most open elections in recent Senegalese history. Many of the Senegalese migrants who arrived in the Canary Islands during this record-breaking 2023 pointed to the political climate in the country and its impact on local economies as one of the causes for risking their lives at sea, so it is clear the importance of how the election results unfold, and how the electoral results are accepted. This is followed by the Sahel countries. The ‘non-democratic’ situation in countries such as Mali, Burkina Faso, Niger or Chad is extremely complex, reflecting the tense geopolitical moment they are experiencing, marked by the rise of terrorism – the pressure exerted by Al Qaeda and the Islamic State, with an increasingly well-founded fear of their expansion towards the West African coastal countries, like Ivory Coast, Ghana, Togo or Benin –, the European withdrawal from the region and the subsequent rapprochement with Russia of the countries currently governed by military juntas. In the Sahel, three countries are due to hold general elections in 2024 to return to the democratic path. They are Mali, Burkina Faso, and Chad. In Mali and Burkina Faso, the situation is almost the same: after two coups d’etat in each case, the resulting military junta expelled from the country the European military missions that were assisting them in the fight against terrorism and moved closer to Russia. Amid sanctions by the international community and the Economic Community of West African States (ECOWAS), the countries not only postpone the elections (in the case of Mali), but also argue that, given the delicate moment of the fight against jihadist forces, organizing election is not a priority. The last of our Sahelian neighbors is Mauritania, a country with close economic and even sentimental ties to the Canary Islands archipelago. Mauritania is a Sahelian country that differs from its neighbors in that it is not governed by a military junta, but by a democratically elected president. The current ruler, Mohamed Ould Ghazouani, came to power in 2019 after elections that were deemed free and transparent by international observers. Ghazouani has pushed for a gradual political opening, releasing political prisoners, allowing the return of exiles, and favoring dialogue with the opposition. However, the country continues to face challenges such as the threat of jihadist terrorism, poverty, slavery, and ethnic discrimination. Its presidential elections are scheduled for June 22. Very soon we will see our Prime Minister, Pedro Sanchez, visiting the country. Another country facing a key election this year (expected in October) is South Africa. The ruling African National Congress (ANC), the party that succeeded with Mandela in defeating segregationism, faces its biggest challenge since the end of apartheid, as polls suggest it could lose its absolute majority in Parliament for the first time. Some corruption scandals, the economy (inflation, unemployment, or electricity blackouts) and the great inequalities experienced by South African society seem to have questioned the traditionally, calm majority, of the party now led by President Cyril Ramaphosa. Let us not forget that, together with Nigeria, South Africa is the economic engine of the African continent and that, at the global and geopolitical level, it is already a leading player. Its decisive gesture of suing Israel for genocide against the Palestinians at the International Court of Justice has put it in the limelight, positioning it as the voice of the global south at a time when that global south is making a decisive place for itself on our geopolitical map. All this is to explain that we are facing a series of elections in key countries in our neighborhood, with complicated histories and complex contexts that we must keep an eye on. Because this year there are not only elections in the United States. Next door, in Africa, everything that happens also concerns us. Article written by José Segura Clavell, General Director of Casa África, and published on January 26th, 2024 in eldiario.es and on January 27th, 2024 in Kiosco Insular and Canarias7.

No interlocutor for Haiti mission’s international troops. Haiti’s acting Prime Minister Ariel Henry announced he will resign. The timeline for his resignation is still unclear—it depends on the appointment of a transitional presidential council, jointly proposed by the United States, the Caribbean Community, and Henry’s administration. Henry’s announcement comes less than two weeks after he and Kenyan President William Ruto agreed to send 1,000 Kenyan police officers to Haiti as part of a Kenya-led multinational security mission (MSS). The mission’s aim is to support Haiti’s overwhelmed and outgunned national police force, less than 10,000-strong. The Bahamas, Bangladesh, Benin, among others, may join their mission, potentially adding thousands more troops and police officers. And donor nations, including the United States, Canada, Germany, France and Guyana, have pledged hundreds of millions of dollars in support. Yet the response looks to be too late and too little. Kenya’s promise to send officers is still in doubt, as courts have blocked government plans for over six months, and opposition lawmakers may mount a fresh challenge. Donor financial pledges total less than half the UN’s estimated need. And even if the troops arrive, they may not have a functioning government to work with. As the international community dithered, the situation on the ground deteriorated. Gangs now control over 80 percent of the capital, Port-au-Prince, and have attacked police stations, a port, Port-Au-Prince’s international airport, and two prisons, releasing some four thousand inmates. With Henry having agreed to resign—but no new government currently in place—it’s unclear who can play the role of interlocutor for the MSS. Without stability, more Haitians will flee. Already, over 126,000 Haitians have arrived as part of the Biden administration’s new humanitarian parole program that allows them to come and work for two years, outnumbering tens of thousands of Cuban, Nicaraguan, and Venezuelan migrants that also qualify. Mexico received more than 40,000 Haitian asylum requests in 2023 alone. And more look to join the hundreds of thousands of Haitians living across the Western Hemisphere if the Haitian state fails. Peru’s “pact of the corrupt” is succeeding where Guatemala’s failed without international pressure. Last year in Guatemala, an incongruous coalition of lawmakers from different parties earned the nickname the “pact of the corrupt” as they joined forces to erode the rule of law and overturn election results. Thanks in large part to sustained international pressure, including targeted U.S. sanctions against nearly 300 lawmakers, Guatemala’s “pact” failed to keep President Bernardo Arévalo, an anti-corruption reformer, from taking office. A group of far-right and far-left Peruvian lawmakers is conducting a similar move, passing laws to reduce judicial independence and undermine conditions for free and fair elections. On March 7, Peru’s “pact” fired two of the seven top magistrates from the National Justice Board, which names prosecutors and judges and helps choose election authorities. This could enable lawmakers to influence the selection of election authorities next year in the run-up to Peru’s 2026 general elections by threatening further purges. Last year, a coordinated joint statement from U.S., EU, and Latin American embassies in Peru forced lawmakers to back down from firing the National Justice Board magistrates. But this time around, similar democracy eroding moves triggered less unified international pushback. Senators Tim Kaine and Ben Cardin released statements in defense of the National Justice Board, and the State Department’s global anti-corruption coordinator met with the magistrates before the ouster. That could help explain why Peru’s congress fell short of the votes it needed to suspend more magistrates, including the National Justice Board president. But without more coordination and the threat of targeted sanctions, Peru’s “pact of the corrupt” seems to have won this round. This publication is part of the Diamonstein-Spielvogel Project on the Future of Democracy.

President Emmanuel Macron has set his strategy for this year’s European Parliament election. At its heart are pro-Europeanism, support for Ukraine – and an eye to shaping the leadership of EU institutions Populist radical-right parties are expected to win big in the European Parliament election this June, as a major study by the European Council on Foreign Relations found. The results are likely to drive a rightward shift in who runs the EU institutions, including the European Commission. With his party set to come a poor second on current polling, last month President Emmanuel Macron dismissed his prime minister and replaced the government. To show he is not – yet – a lame duck president, he has put himself at the heart of proceedings. The political choice he is presenting to the country is one between himself and the far-right. Unapologetic pro-Europeanism and support for Ukraine are central planks in this offer. And, although this is not the first time he has made the far-right his main target, this time around the president is seeking to do so from the centre-right. This is almost certainly with a view to building the strongest political position to weigh in on the pivotal decisions around who runs the EU institutions, once Europe has voted this summer. Macron matters When the president introduced his new government last month, the scenography of the occasion told its own story: he was seated on a stage with his entire government looking on at him from the side. France’s new government is indeed concentrated more than ever around the person of the president. Many of its members, including the prime minister, Gabriel Attal, owe him their political careers and rose to prominence under his aegis. Those ministers who were seen as insufficiently committed to the president’s agenda – or with whom he disagreed publicly – were shown the door. In many ways, this was a silent admission of failure. After his Renaissance party fell short in the 2022 legislative election, the president tasked the prime minister, Elisabeth Borne, with building coalitions in parliament to get the government’s legislation through. This largely failed, with the government resorting to the “49.3 mechanism” to ram through major legislation such as pensions reform. Last December it even lost control of parliamentary business altogether, to the point where a split Renaissance voted for an immigration law largely framed by the right and far-right. Macron appears to have responded to this bruising experience by making himself the central decision-maker in France, with the prime minister’s role to implement the priorities handed down to him. However, the composition of the government also tells its own story – one that has the next election in view. Macron has reached further into the right of the political spectrum. Out of 11 new ministers, seven previously served in right-wing administrations. And it is not just about personnel: when Attal addressed the National Assembly on 20 January, he expanded on themes that are typically associated with more conservative policymaking, such as underlining the value of work, the importance of accountability, and the need to deregulate. The president appears to be courting what remains of the traditional French right. Targeting the far-right For the coming four months until the election, Macron’s camp is facing an uphill battle against a rising far-right . With 31 per cent in the polls, Marine Le Pen’s Rassemblement National party is racing ahead in voting intentions. (Support for the far-right Reconquête! stands at 7 per cent.) The president’s camp also runs the risk of losing voters to the socialist-ecologist list in the wake of the controversial pensions and immigration votes. As a consequence, Macron is visibly taking on the far-right, denouncing the “incoherence” of its politics – as he has done before, in his two presidential wins and the 2019 European election. “Let’s act, let’s do, let’s change our habits, and demonstrate that we can change things and people’s everyday lives”, Macron hammered home when announcing his priorities for the new government. His prime minister echoed this: “What I want is action, action, action, results, results, results.” The promotion of younger, talented faces is also something that has served Macron well before. At age 34 and 38, both the prime minister and the new foreign minister are the youngest ever to hold their respective offices in the Fifth Republic. And the similarities between Attal and the leader of Rassemblement National, Jordan Bardella, have not gone unnoticed. Both are young, popular, and effective communicators who have often faced off over the years. Unapologetically pro-European The final new-old trick is for the president to place support for the European project at the heart of his political offering. Since his meteoric rise in politics in 2017, support for the European Union has long provided the sharpest contrast with the far-right. For these reasons, the president has lately doubled down on his pro-Europeanism, pushing for EU solutions to domestic policy questions, from immigration, to climate, to energy. Even amid a difficult domestic context, this has been his go-to option: in response to recent nationwide protests by farmers, Macron pointed to the EU’s common agricultural policy and trade policy as ways to remedy the crisis. Again, his new personnel embody the pro-EU – and pro-Ukraine – politics. Foreign minister Stéphane Séjourné has been a member of the European Parliament since 2019, and was leader of the Renew group until his elevation. Séjourné’s appointment signals Macron will maintain his pro-enlargement, pro-Ukraine approach – the surest way for him to appear the clearest choice for those who want to stop the far-right. Séjourné reasserted France’s support for EU enlargement, a position Macron had made clear at the Globsec conference in Bratislava in May 2023. His first trip as a minister was to Ukraine, where he stated that it “is and will remain France’s priority”. He followed this up with a visit to Germany and Poland, affirming France’s interest in the “Weimar format” of close cooperation between Paris, Berlin, and Warsaw. * With populism and the radical right on the rise, centrist parties are in retreat across Europe. Current polling suggests the liberal Renew group in the European Parliament will shrink after the election, reducing its influence over who gets the top EU jobs. If Macron is able to limit the damage – finishing close to Rassemblement National would be enough – without deviating from his pro-European and pro-Ukrainian stances, he will have safeguarded his political standing in Europe. And he will do so just at the moment of prime influence over shaping the EU institutions. Macron’s right-of-centre positioning of his new government would also be compatible with a European Council that will likely tilt right. The coming months in French politics are set to be a bumpy ride. They will reveal whether the president can see off the far-right in more or less the same way as before – or whether offering the same choices with new faces will prove insufficient this time around.

In retrospect, there was perhaps nothing surprising about Russia’s decision to invade Ukraine on Feb. 24, 2022. Vladimir Putin’s intentions were, after all, hiding in plain sight and signaled in the months running up to the incursion. What could not be foreseen, however, is where the conflict finds itself now. Heading into its third year, the war has become bogged down: Neither is it a stalemate, nor does it look like either side could make dramatic advances any time soon. Russia appears to be on the ascendancy, having secured the latest major battlefield victory, but Ukrainian fighters have exceeded military expectations with their doggedness in the past, and may do so again. But as a foreign policy expert and former journalist who spent many years covering Russia, I share the view of those who argue that the conflict is potentially at a pivotal point: If Washington does not continue to fully support President Volodymyr Zelenskyy and his military, then Ukraine’s very survival could be at risk. I believe it would also jeopardize America’s leadership in the world and global security. How the conflict develops during the rest of 2024 will depend on many factors, but three may be key: supplies, information and political will. The supplies race Russia and Ukraine are locked in a race to resupply its war resources – not just in terms of soldiers, but also ammunition and missiles. Both sides are desperately trying to shore up the number of soldiers it can deploy. In December 2023, Putin ordered his generals to increase troop numbers by nearly 170,000, taking the total number of soldiers to 1.32 million. Meanwhile, Ukraine is said to be looking at plans to increase its military by 500,000 troops. Of course, here, Russia has the advantage of being able to draw on a population more than three times that of Ukraine. Also, whereas Putin can simply order up more troops, Zelenskyy must get measures approved through parliament. Aside from personnel, there is also the need for a steady supply of weapons and ammunition – and there have been reports that both sides are struggling to maintain sufficient levels. Russia appears particularly eager to boost its number of ballistic missiles, as they are better equipped for countering Ukraine air defense systems despite being slower than cruise missiles. Increasingly, Moscow appears to be looking to North Korea and Iran as suppliers. After Kim Jong Un, the North Korean leader, visited Russia in 2023, the U.S. accused Pyongyang of supplying Russia with ballistic missiles. Iran, meanwhile, has delivered to Russia a large number of powerful surface-to-surface ballistic missiles and drones. Ukraine, meanwhile, is dependent on foreign military equipment. Supplies were stronger at the beginning of the war, but since then, Ukraine’s military has suffered from the slow, bureaucratic nature of NATO and U.S. deliveries. It wasn’t, for example, until the summer of 2023 that the U.S. approved Europe’s request to provide F-16s to Ukraine. Ukraine needs more of everything, including air defense munitions, artillery shells, tanks and missile systems. It is also running short of medical supplies and has seen hospital shortages of drugs at a time when rampant infections are proving resistant to antibiotics. Perhaps the biggest factor that remains in Russia’s favor when it comes to supplies is the onerous restrictions placed on Ukraine from the West, limiting its ability to attack Russian territory with U.S. or NATO equipment to avoid a wider war. For example, the Ukrainian military had a High Mobility Artillery Rocket System with a 50-mile range that could hit targets inside Russia, but it modified the range to keep the U.S. military satisfied that it would not cross a Russian red line. If this policy could be relaxed, that might be a game changer for Ukraine, although it would raise the stakes for the U.S. The information war The Ukraine conflict is also a war of messaging. To this end, Putin uses propaganda to bolster support for the campaign at home, while undermining support for Ukraine elsewhere – for example, by planting stories in Europe that cause disenchantment with the war. One outrageous claim in the early weeks of the war was that Zelenskyy had taken his own life. The rumor came from pro-Russia online operatives as part of an aggressive effort to harm Ukrainian morale, according to cybersecurity firm Mandiant. More recently, in France, stories appeared that questioned the value of assistance to Ukraine and reminded the public of the negative impact of Russian sanctions on the French. Stirring dissent in this way is a classic Putin play to raise doubts. And investigative reporting points toward a disinformation network being run out of the Kremlin, which includes social media bots deployed on Ukrainian sites spreading stories of Zelenskyy’s team being corrupt and warning that the war would go badly. Given that Putin controls the Russian media and is quick to crack down on dissent, it is hard to really know what Russians think. But one reputable polling agency recently reported strong support in Russia for both Putin and the war in Ukraine. Ukrainians, too, still support the fight against Russia, polling shows. But some war fatigue has no doubt lowered morale. There are other signs of domestic strain in Ukraine. At the end of 2023, tensions grew between Zelenskyy and his top military commander, General Valery Zaluzhny who had complained about weaponry. Zelenskyy ended up firing the military chief, risking political backlash and underscoring that not all is well in the top chain of command. Should disunity and war fatigue continue into the war’s third year, it could serious impair Ukraine’s ability to fight back against a resurgent Russian offensive. The politics of conflict But it isn’t just domestic politics in Ukraine and Russia that will decide the outcome of the war. U.S. politics and European unity could be a factor in 2024 in determining the future of this conflict. In the U.S., Ukraine aid has become politicized – with aid to Ukraine becoming an increasingly partisan issue. In early February, the Senate finally passed an emergency aid bill for Ukraine and Israel that would see US$60.1 billion go to Kyiv. But the bill’s fate in the House is unknown. And the looming 2024 presidential elections could complicate matters further. Former president Donald Trump has made no secret of his aversion to aid packages over loans, calling them “stupid,” and has long argued that Americans shouldn’t be footing the bill for the conflict. Recently, he has made bombastic statements about NATO and threatened not to adhere to the alliance’s commitment to protect members if they were attacked by Russia. And uncertainty about American assistance could leave Europe carrying more of the financial load. European Union members have had to absorb the majority of the 6.3 million Ukrainians who have fled the country since the beginning of the conflict. And that puts a strain on resources. European oil needs also suffer from the sanctions against Russian companies. Whether these potential war determinants – supplies, information and politics – mean that the Ukraine war will not be entering a fourth year in 12 months time, however, is far from certain. In fact, one thing that does appear clear is that the war that some predicted would be over in weeks looks set to continue for some time still.

After comments made by the US presidential candidate, Donald Trump, some Europeans are considering the possibility of acquiring nuclear weapons. They should think again. On 10 February, former United States President Donald Trump recounted a conversation with an unnamed European counterpart in which he stated that he “would not protect” them from a possible Russian attack because they failed to allocate two percent of their gross domestic product to defence, and thus fell short of North Atlantic Treaty Organization (NATO) spending targets. Such delinquency would lead Trump to “encourage [Russia] to do whatever the hell they want.” Given Trump is the probable Republican candidate at the election in November, and currently polling ahead of incumbent President Joe Biden, these comments have triggered concern among European leaders, including German Foreign Minister Annalena Baerbock, Polish Defence Minister Wladyslaw Kosiniak-Kamysz, as well as NATO Secretary General Jens Stoltenberg. These concerns were exacerbated on 9 February when Danish Defence Minister Troels Lund Poulsen warned that Russia might militarily challenge NATO’s mutual defence article within the next three to five years, considering “new knowledge.” Some are now calling for the expedited integration of European defence capabilities to the point of acquiring nuclear weapons. This conversation was initiated by European Union (EU) parliamentary vice president Katarina Barley who perceives a joint nuclear deterrent as part of Europe’s path toward to an eventual joint EU army. Her fellow social democrat, former German foreign minister Sigmar Gabriel concurs, as does German Finance Minister Christian Lindner. However, others – such as chancellor Olaf Scholz, Defence Minister Boris Pistorius, or Marie-Agnes Strack-Zimmermann, who chairs Germany’s parliamentary defence committee – deem a European nuclear option “unrealistic.” According to political scientist Karl-Heinz Kamp, “debate about European nuclear weapons is a very German debate.” Nonetheless, non-Germans have also chimed in, including the chair of the EU Military Committee Robert Brieger – who argues in favour of European nuclear weapons – and Stoltenberg, who opposes them. Until recently, discussion of a European nuclear deterrent was unthinkable. Current debate fluctuates between proposals for joint EU nuclear procurement, merging existing capabilities, and individual European states acquiring nuclear weapons. Indeed, there are many barriers to all of these options, including the Nuclear Non-Proliferation Treaty (NPT), and the ongoing stationing of American nuclear warheads on European soil. One suggestion might propose that the two existing European nuclear powers, namely the United Kingdom and France, could increase their stockpiles and integrate them into a joint framework. However, this is also unrealistic as the cost of these two powers expanding their stockpile would be exorbitant. For instance, Britain is already projected to spend 34 percent of its military budget on maintaining its existing nuclear arsenal. Moreover, it is unlikely that the UK would participate in an EU nuclear weapons program post-Brexit. European states would do well to consider Australia’s pursuit of nuclear-powered submarines through the AUKUS agreement to inform their own ongoing debate. While these submarines will not carry nuclear warheads, regional powers such as Indonesia did question AUKUS’ legitimacy, considering Australia’s commitment to non-proliferation. Certainly, the outright pursuit of nuclear warheads by the EU would be legitimately challenged in the same way. To acquire nuclear weapons, European states would have to withdraw from the NPT which would, no doubt, undermine the international rules-based order that they wish to preserve. Furthermore, it would be hypocritical of Europe to insist on non-proliferation, for instance toward Iran through the Joint Comprehensive Plan of Action (JPCOA) or other states which might wish to acquire nuclear weapons, such as Saudi Arabia or South Korea, but then become a proliferator itself. This would set a dangerous precedent, potentially perceived as a “go ahead” by other states who wish to acquire nuclear weapons. Similarly, it is questionable whether the US would tolerate nuclear proliferation in Europe. Certainly, the US has the means to prevent the pursuit of nuclear weapons, as seen in 2009 and 2010 when it allegedly employed the Stuxnet computer virus to sabotage Iranian enrichment centrifuges. Even if the US were to abstain from sabotaging European efforts, it would nonetheless constitute a rupture in the transatlantic alliance. That Trump would only be president for four years, were he to return to the White House, it is short-sighted to sacrifice the important postwar alliance structure which has hitherto guaranteed peace in Europe, in favour of a potentially calamitous undertaking. Furthermore, it is questionable whether the EU as a whole, with its slow-moving bureaucracy, could acquire nuclear weapons in a timely manner. This question would likewise apply if individual European states were to pursue independent nuclear capabilities, as none appear in a position to do so with expediency. While current discussions about European nuclear weapons emphasise the need to deter Russia, the reality is that such weapons cannot be acquired overnight. Their acquisition would likely take years, if not decades, and Europe must deter aggressors today. A fruitful caveat of these debates has been the suggestion to integrate European arms procurement. As the second anniversary of Russian’s invasion of Ukraine passes, Armin Papperger, the chief executive of Rheinmetall – one of Europe’s biggest defence contractors – warned that the continent requires at least a decade to be able to defend itself from a sophisticated aggressor. Presently, European governments procure arms individually through their respective national bureaucracies. A more efficient mechanism would be an integrated, EU-wide procurement processes, for instance through the Permanent Structured Cooperation (PESCO). Ultimately, such procurement integration could pave the way for a joint European defence force. US presidents have rightfully criticised Europe for not abiding by the two percent rule, as President Barack Obama did. However, European states have drastically improved in this regard. While only four NATO states met the two percent target in 2017, today eleven do, and another 18 members are inching closer to it. Next month, EU Commission President Ursula von der Leyen plans to present a new European defence industrial strategy that aims to increase defence spending, improve interoperability, and establish joint procurement of conventional arms. This shows that Europe can adapt – when the political will to do so exists. Ultimately, Trump’s comments, and the prospect of his return to the presidency, have triggered an overdue conversation in Europe. While a possible second Trump administration would be comparatively short-lived, Europe must consider how it plans to defend itself without the American nuclear umbrella. On the road toward greater integration, collective defence will be of paramount importance. However, European states, largely embodied by the EU, should shy away from a precarious nuclear option. Rather, its resources should focus on the procurement of conventional arms and ammunition, and not on expensive Cold War era weaponry.

Alexei Navalny was a giant figure in Russian politics. No other individual rivalled the threat he posed to the Putin regime. His death in an Arctic labour camp is a blow to all those who dreamed he might emerge as the leader of a future democratic Russia. What made Navalny so important was his decision to become an anti-corruption crusader in 2008. Using shareholder activism and his popular blog, he shone a spotlight on the corruption schemes that enabled officials to steal billions from state-run corporations. His breakthrough came in 2011, when he proposed the strategy of voting for any party but President Vladimir Putin’s “party of crooks and thieves” in the Duma (parliament) elections. Faced with a collapse of support, the regime resorted to widespread election fraud. The result was months of pro-democracy protests. Putin regained control through a mix of concessions and repression, but the crisis signalled Navalny’s emergence as the dominant figure in Russia’s democratic movement. Despite being convicted on trumped-up embezzlement charges, he was allowed to run in Moscow’s mayoral elections in 2013. In a clearly unfair contest, which included police harassment and hostile media coverage, he won 27% of the vote. Perseverance in the face of worsening attacks The authorities learned from this mistake. Never again would Navalny be allowed to compete in elections. What the Kremlin failed to stop was his creation of a national movement around the Foundation for the Struggle Against Corruption (FBK), which he had founded in 2011 with a team of brilliant young activists. During the ensuing decade, FBK transformed our understanding of the nature of Putin’s kleptocracy. Its open-source investigations shattered the reputations of numerous regime officials, security functionaries and regime propagandists. One of the most important was a 2017 exposé of the network of charities that funded the palaces and yachts of then-premier Dmitry Medvedev. Viewed 46 million times on YouTube, it triggered protests across Russia. No less significant was Navalny’s contribution to the methods of pro-democracy activism. To exploit the regime’s dependence on heavily manipulated elections, he developed a strategy called “intelligent voting”. The basic idea was to encourage people to vote for the candidates who had the best chance of defeating Putin’s United Russia party. The result was a series of setbacks for United Russia in 2019 regional elections. One measure of Navalny’s impact was the intensifying repression directed against him. As prosecutors tried to paralyse him with a series of implausible criminal cases, they also pursued his family. His younger brother Oleg served three and a half years in a labour camp on bogus charges. This judicial persecution was compounded by the violence of the regime’s proxies. Two months after exposing Medvedev’s corruption, Navalny was nearly blinded by a Kremlin-backed gang of vigilantes, who sprayed his face with a noxious blend of chemicals. More serious was the deployment of a death squad from Russia’s Federal Security Service (FSB), which had kept Navalny under surveillance since 2017. The use of the nerve agent Novichok to poison Navalny during a trip to the Siberian city of Tomsk in August 2020 was clearly intended to end his challenge to Putin’s rule. Instead it precipitated the “Navalny crisis”, a succession of events that shook the regime’s foundations. The story of Navalny’s survival – and confirmation that he had been poisoned with Novichok – focused international attention on the Putin regime’s criminality. Any lingering doubts about state involvement in his poisoning were dispelled by Navalny’s collaboration with Bellingcat, an investigative journalism organisation, to identify the suspects and deceive one of them into revealing how they poisoned him. The damage was magnified by Navalny’s decision to confront Putin’s personal corruption. In a powerful two-hour documentary film, A Palace for Putin, Navalny chronicled the obsessive greed that had transformed an obscure KGB officer into one of the world’s most notorious kleptocrats. With over 129 million views on YouTube alone, the film shattered the dictator’s carefully constructed image as the incarnation of traditional virtues. ‘We will fill up the jails and police vans’ It is difficult to exaggerate the impact of the “Navalny crisis” on Putin, a dictator terrified of the prospect of popular revolution. No longer was he courted by Western leaders. US President Joe Biden began his term in office in 2021 by endorsing an interviewer’s description of Putin as a “killer”. To contain the domestic fallout, Putin unleashed a crackdown that began with Navalny’s 2021 arrest on his return to Moscow from Germany, where had been recovering from the Novichok poisoning. On the international stage, Putin secured a summit with Biden by staging a massive deployment of military force on the Ukrainian border, a rehearsal for the following year’s invasion. The Kremlin’s trolling factories also tried to destroy Navalny’s reputation with a smear campaign. Within weeks of Navalny’s imprisonment, Amnesty International rescinded his status as a “prisoner of conscience” on the basis of allegations about hate speech. The evidence was some ugly statements made by Navalny as an inexperienced politician in the mid-2000s, when he was trying to build an anti-Putin alliance of democrats and nationalists. What his detractors ignored was Navalny’s own evolution into a critic of ethnonationalist prejudices. In a speech to a nationalist rally in 2011, he had challenged his listeners to empathise with people in the Muslim-majority republics of Russia’s northern Caucasus region. This divergence from the nationalist mainstream was accentuated by Putin’s conflict with Ukraine. After the invasion of Crimea in March 2014, Navalny denounced the “imperialist annexation” as a cynical effort to distract the masses from corruption. Eight years later, while languishing in prison, he condemned Putin’s full-scale invasion of Ukraine, exhorting his compatriots to take to the streets, saying: If, to prevent war, we need to fill up the jails and police vans, we will fill up the jails and police vans. Later that year, he argued a post-Putin Russia needed an end to the concentration of power in the Kremlin and the creation of a parliamentary republic as “the only way to stop the endless cycle of imperial authoritarianism”. Navalny’s tragedy is that he never had a chance to convert the moral authority he amassed during years as a dissident into political power. Like Charles de Gaulle in France and Nelson Mandela in South Africa, he might have become a redemptive leader, leading his people from war and tyranny to the promised land of a freer society. Instead, he has left his compatriots the example of a brave, principled and thoughtful man, who sacrificed his life for the cause of democracy and peace. That is his enduring legacy.

The EU should try to attract more business from Taiwan, though Taiwan’s January 2024 election hasn’t made the job easier Taiwan’s economy has transformed since 2016 under the leadership of the Democratic Progressive Party (DPP). In particular, the Taiwanese economy has diversified away from mainland China, while reliance on semiconductors is now even more acute than eight years ago. In elections in January, the DPP won the presidency for a third term but lost overall control of Taiwan’s parliament, the Legislative Yuan. In contrast to the previous two terms, the DPP therefore needs to agree policy, including economic policy, with other parties. this could signal a softer approach in relation to the continuation of diversification away from the mainland. Ongoing diversification Mainland China remains Taiwan’s biggest export and investment destination, despite the share of Taiwan’s exports that go to China reducing from 40 percent on average between 2016 and 2019 to 35 percent in 2023 (Figure 1). This has happened even though Taiwan signed a free trade agreement with mainland China in 2010 – the Economic Cooperation Framework Agreement (ECFA) – which at the time led to an increase in Taiwanese exports to the mainland. The COVID-19 pandemic in 2020 also triggered a sharp increase as the rest of the world entered a deep recession, but the trend has not lasted. Since 2021, the share of Taiwanese exports going to the mainland has dropped significantly, influenced by US export controls on high-end semiconductors, with a clear knock-on effect on Taiwanese exporters.   Taiwanese FDI into mainland China has also shrunk rapidly, from 65 percent of total Taiwanese FDI on average from 2008-2016 to 34 percent on average from 2017-2023 (Figure 2). The difference between these periods is that in the former, Taiwan was governed by the Kuomintang (KMT, Chinese Nationalist Party), which favours closer relations with the mainland, while in the latter period the DPP was in charge. There are both geopolitical and economic reasons for mainland China’s falling share of Taiwanese FDI. First, the ECFA trade and investment agreement, reached under the first term of KMT President Ma Ying-jeou, was not extended when a new round of negotiations started in 2012, to include technological cooperation, finance and people-to-people exchanges. A broader economic agreement between Taiwan and the mainland, mostly focusing on services – the Cross-Strait Service Trade Agreement (CSSTA) – fell victim to lack of consensus among Taiwan’s main political parties, increased tensions in the Taiwan Straits and student protests in Taiwan (the so-called Sunflower movement) in 2014.1 Second, with the DPP victory in 2016, the new Southbound Policy 2 was launched, offering incentives for Taiwanese companies investing in 18 Asian countries, including ASEAN 3, India and other South Asian and Australasian nations. In addition, rising labour costs in mainland China, the ongoing trade war between the US and China, an increased regulatory burden in the mainland and political tensions between the two sides of the Taiwan Strait also pushed Taiwanese businesses to look elsewhere to invest. -    The new political reality and geographical diversification While the election-winning DPP wants to see further diversification away from the mainland, the more pro-China party, the KMT, wants reinforced economic relations with China.4 Because of the now-hung parliament, the DPP will need to take some of the KMT’s wishes into account it wants pass new rules, including those related to geographical diversification. Beyond the two parties’ preferences, two other important issues also need to be factored in. First, geographical diversification requires open markets but Taiwan is increasingly unable to open any market through trade or investment deals. Taiwan has spent the last eight years negotiating bilateral deals with its closest allies, Japan and the US, but the DPP administration has not even been able to complete these. Incoming President Lai has said that Taiwan should continue to push to be part of the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), to which it applied in September 2021, but the reality is that Taiwan’s application has little hope of success. China officially applied to be a member of the CPTTP only a couple of days before Taiwan. Since then, the United Kingdom has become a member of CPTTP, but the negotiation processes with Taiwan and mainland China have not started. Australian’s prime minister, Anthony Albanese, has expressed severe doubts about Taiwan’s ability to become member of CPTTP because of lack of international recognition of it as a nation-state.5 Second, while the DPP is likely to continue to offer more fiscal incentives to promote diversification in Southeast Asia and India (under the Southbound Policy), the fastest-growing destination for both exports and foreign direct investment from Taiwan is the United States, followed by Japan. This can be explained by the ongoing artificial intelligence revolution, which needs semiconductors, and the decisions of some key Taiwanese chip companies (especially TSCM) to open factories overseas for chip production, with the US and Japan as the most important destinations. In other words, the DPP’s push for geographical diversification might not be the main reason why diversification has happened; rather, it has been driven by market forces and business opportunities. This also means that the KMT push to maintain – if not deepen – economic ties with mainland China might not succeed unless China’s currently underwhelming economic performance turns around. Implications for the European Union So far, the EU has benefitted little from Taiwan’s trade and investment diversification, at least when compared to the US and the rest of Asia. The EU’s export share into Taiwan has remained practically stagnant (while the US has doubled its share), notwithstanding a large increase in exports from the Netherlands for a single item – ASML’s lithography machines for chip production. The EU lacks a trade or investment deal with Taiwan, but so do some of Taiwan’s other trading partners, including the US. Considering that the EU is the largest foreign direct investor in Taiwan, the question arises of whether the EU should do more to foster more bilateral economic relations. The gains could be substantial, especially from inbound FDI as Taiwanese investment focuses on high-end manufacturing. There has been some movement. A €5 billion investment in France by a Taiwanese company (ProLogium) was announced in May 2023 to build a battery factory 6 . TSMC announced in August 2023 a €4.5 billion investment in a semiconductor factory in Germany 7 . But for the EU to catch up with Japan and the US as a recipient of outbound FDI from Taiwan, the result of Taiwan’s elections could be an obstacle. This is because the DPP will have less control of the economic agenda because it does not control the Legislative Yuan. The close-to-impossible negotiation of a trade and investment deal between the EU and Taiwan – as shown by Taiwan’s difficulties in relation to Japan, the US and the CPTTP – does not point to any improvement in the institutional framework for economic relations to improve. The question, then, is what can the EU offer to attract high-end foreign direct investment from Taiwan? Subsidies to attract semiconductor factories cannot be the only answer, given the very large amounts needed and the pressure such subsidies put on EU member states’ already stretched finances (Legarda and Vasselier, 2023). Working with business associations and chambers should be a key driving force to improve business relations between Taiwan and the EU, especially considering that the EU is the largest foreign foreign direct investor in Taiwan, while Taiwanese companies have been absent from the EU single market until recently. Overall, the US and the rest of Asia have been the main winners from Taiwan’s rapid diversification of its economy away from mainland China. The EU, which is lagging, should work to enhance its economic exchanges with Taiwan. Hopefully the January 2024 election results will facilitate this. Most importantly, the EU should aim to attract more high-tech FDI from Taiwan. Unfortunately, a better institutional framework through a trade/investment deal seems highly unlikely, for geopolitical reasons. This puts all the burden on chambers of commerce and other forums to improve business relations. References 1- The Sunflower Movement was a student-led protest that occuped Taiwan’s Legislative Yuan to put pressure on the KMT government against signing a second cooperation deal with mainland China. See Ho (2018). 2- See the New Southbound Policy portal at https://nspp.mofa.gov.tw/nsppe/. 3- Brunei, Cambodia, Indonesia, Laos, Malaysia, Myanmar, Philippines, Singapore, Thailand and Vietnam. 4- Alicia García-Herrero, ‘Taiwan’s future economic direction hinges on the election outcome’, First glance, 12 January 2024, Bruegel https://www.bruegel.org/first-glance/taiwans-future-economic-direction-… 5- Claudia Long and Stephen Dziedzic, ‘Albanese says Australia is unlikely to support Taiwan 6- France24, ‘Taiwanese battery maker Prologium to invest €5 billion in French factory’, 12 May 2023, https://www.france24.com/en/europe/20230512-taiwanese-battery-maker-pro…. 7- DW, ‘Taiwan’s TSMC to build semiconductor factory in Germany’, 8 August 2023, https://www.dw.com/en/taiwans-tsmc-to-build-semiconductor-factory-in-ge…. Ho, M.-S. (2018) ‘The Activist Legacy of Taiwan’s Sunflower Movement’, Carnegie Endowment for International Peace, 2 August, available at https://carnegieendowment.org/2018/08/02/activist-legacy-of-taiwan-s-sunflower-movement-pub-76966 Legarda, H. and A. Vasselier (2023) ‘Navigating Taiwan relations in 2024: Practical considerations for European policy makers’, China Horizons, 21 December, available at https://chinahorizons.eu/our-research/policy-briefs/278-navigating-taiwan-relations-in-2024-practical-considerations-for-european-policy-makers

Italy top, Vatican flop? The first war of aggression in Europe since 1945 is keeping two global players busy in Rome: the Italian government and Vatican diplomacy. While under the leadership of President Sergio Mattarella and Prime Minister Giorgia Meloni there is no doubt about Italy's unbroken solidarity with Ukraine, criticism of the Holy See's course to date is growing, and not just in Catholic circles. Is Pope Francis' longed-for reconciliation with the Russian Orthodox Church more important than the future fate of Ukraine? When the right-wing alliance of Giorgia Meloni, Matteo Salvini and Silvio Berlusconi took power in Rome in October 2022, there was concern in some European government headquarters that the Tiber might be about to change its stance on the war in Ukraine. This mistrust was less directed at the newly elected Prime Minister Giorgia Meloni, known as an Atlanticist, who had clearly positioned herself and her party "Fratelli d'Italia" against Moscow's war of aggression and Putin's expansionist ambitions during the election campaign, and more towards her two allies Lega and Forza Italia. Both parties were perceived internationally as Russia-friendly, albeit for different reasons: While in the case of Lega leader Matteo Salvini - similar to his ally Marine Le Pen in France - it was the ideological proximity of the anti-European right-wing populists to the authoritarian regime in Moscow, in the case of the bourgeois-conservative Forza Italia it was Silvio Berlusconi's long-standing personal friendship with Vladimir Putin that triggered fears of Italy's rapprochement with Moscow. These were further fueled by several erratic statements by Berlusconi during the coalition negotiations in autumn 2022, in which he openly adopted the Kremlin's view of the Ukraine conflict and thus caused severe irritation among the allies. His adlatus at the time, Antonio Tajani, felt compelled to fly to Brussels at short notice to hold talks with the heads of the EU Commission, NATO and the European People's Party to reassure them that the new right-wing government in Rome would by no means abandon the EU's common line, but would remain faithful to its commitments. Berlusconi's capers and Salvini's ricochet The situation was different in the case of the right-wing populist Lega, which had achieved a historically poor result of just eight percent in the early elections in September 2022. Giorgia Meloni therefore had her rival Matteo Salvini in her hands and was able to demand loyalty from the potential troublemaker. At the time, the designated head of government openly threatened her two partners with a collapse of the coalition negotiations: there would be "no joint government at any price". She played her cards close to her chest and in the end even brought Silvio Berlusconi into line, who had to make a pilgrimage to the Fratelli d'Italia party headquarters to recant his pro-Moscow remarks. A humiliation for which the Forza Italia patriarch has never forgiven her. Since Berlusconi's death, the capers have ceased: under the leadership of Foreign Minister Antonio Tajani, Forza Italia is clearly on the side of its Western allies and in line with the EPP. With the approval of the President (who can veto appointments to the government), Meloni chose Guido Crosetto, who originally came from the ranks of the Christian Democrats and is known as an anti-Russian hardliner, as Defense Minister. The fears of the Western partners that one of the most important NATO states could leave the joint phalanx against Putin were put to rest. Meloni counters Putin's friends Meloni set further signals: The memorable joint trip of the three European leaders Mario Draghi, Emmanuel Macron and Olaf Scholz to Kiev on June 16, 2022 was still fresh in the minds of Ukrainians suffering from a daily hail of bombs, as Meloni made one of her first trips abroad to Kiev in February 2023 to personally assure President Volodymyr Zelensky of Italy's unwavering solidarity. The two had previously met at various international summits and the chemistry between them was instant. Since then, they have openly celebrated their cordial friendship in front of the cameras at every meeting. Under Meloni's aegis, there has been no hesitation or dithering in Rome on the Ukraine issue to date: Italy is supplying Ukraine with weapons and, together with its German allies, is monitoring the airspace on Europe's south-eastern flank and in the Black Sea from Romania. Rome is also firm in its sanctions policy against Russia: Dozens of accounts, real estate, ships and works of art belonging to Russian oligarchs on the EU sanctions list have been confiscated by the "Guardia di Finanza", the state financial police. And in the area of energy policy, Meloni has maintained the course of her predecessor Mario Draghi, who concluded supply contracts with a whole series of African, Arab and Central Asian states in order to quickly free Italy from its energy dependence on Moscow. During a working visit to Berlin last November, when Meloni and German Chancellor Olaf Scholz were connected via video to the first OSCE meeting of heads of state and government since the start of the war, which was also attended by Vladimir Putin, she showed herself to be quick-witted. When the Kremlin ruler demanded a quick end to the war, Meloni immediately countered: "You can have that immediately. All you have to do is withdraw your troops." British Prime Minister Richi Sunak expressly thanked his counterpart for her "global leadership". And US President Joe Biden also never misses an opportunity to praise Meloni for her clear stance in the conflict. However, their closest ally in the Ukraine issue is President Sergio Mattarella. With all the authority of his office and his unbroken popularity, he explains the moral and ethical dimension of the major conflict to his fellow countrymen in detailed formulations at every available opportunity. In doing so, he takes the wind out of the sails of populists on the left and right who - as in Germany - criticize high military spending and complain about rising inflation as a result of "Western interference" in the war in Ukraine. In matters of foreign and security policy, head of state Mattarella, who is also commander-in-chief of the armed forces in accordance with the constitution, has so far had no reason to get in the prime minister's way. Is the Pope a friend of Russia? On the other side of the Tiber, in the Vatican, however, there are increasing question marks. Of course, the head of the Catholic Church has always and at every available opportunity lamented the suffering of the people in "martyred Ukraine" and called for an immediate end to the fighting. It goes without saying that the Holy See stands by the victims and is doing everything in its power to organize humanitarian aid and bring it into the country. Naturally, the Roman Curia has tried everything behind the scenes to mediate and explore possible negotiated solutions. Accusing the Pope of "moral equidistance" from the attackers and victims is therefore misguided. However, Francis does indeed have to put up with the accusation of "political equidistance". The Holy See is traditionally committed to a policy of neutrality, which aims to use the Pope's unbroken spiritual and moral authority as a non-partisan mediator to resolve a conflict. For this reason, the Holy See always acts discreetly on the international stage and has the long-term perspective in mind. Its actors are not subject to any democratic pressure to succeed and are generally not interested in winning points in the media. However, two years after the start of the Russian war of aggression against Ukraine, it is clear that the world's oldest diplomatic service has fallen far short of expectations. For many observers, the problem lies in particular in Pope Francis' unclear position. It took seven months after the start of the Russian invasion of Ukraine for the pontiff to name the attack as such for the first time and to publicly name Russia as the aggressor for the only time to date. Like so many other heads of state, the pontiff was probably unable to imagine until that February 24, 2022, that Putin would allow Russia's tanks to roll towards Kiev, triggering the biggest war in Europe since 1945. The Kremlin ruler had met Francis in person at the Vatican an astonishing three times in the preceding years. Is Francis a "Russia-understander" who is lenient with the aggressors? Many Vatican observers are now asking themselves this question. It is no secret that the Pope "from the other side of the world" (as Francis put it on the day of his election) has a different approach to European history and European sensitivities than his immediate predecessors John Paul II and Benedict XVI. Jorge Mario Bergoglio, an Argentinian who was influenced by social-authoritarian Peronism as a child, does not have an unreservedly positive attitude towards the Western model of order. The first pope to come from Latin America can be said to have a critical view of the USA. It can be assumed that his experiences with the Trump presidency have not diminished his prejudices towards Washington's claim to international leadership. On the other hand, he has a certain soft spot for Russian classics from literature and music as well as for Russian history, as he himself revealed in a video link to a meeting of Catholic youths in Saint Petersburg. Tensions between Pope and Parolin In terms of church policy, there are also two ambitious goals that the 87-year-old has set himself since his election in 2013: Understanding with Beijing and rapprochement with the Russian Orthodox Church. He has been lenient to the point of self-denial with the political leaders of both powers; he has remained silent about some human rights violations and repression - including against Catholic clergy. A strategy that has repeatedly caused heated discussions in the highest circles of the world church - and not only among notorious critics of Francis. Years ago, the Pope tasked his Secretary of State Cardinal Pietro Parolin, a career Vatican diplomat and conflict expert whom Bergoglio had already come to know and appreciate as Archbishop of Buenos Aires, with the diplomatic implementation. With his help, a bishop of Rome met with a patriarch of Moscow for the first time in February 2016. Today, the two former confidants Francis and Parolin are considered to be at odds - and this is precisely where Putin's war comes into play. Soon after the invasion, Francis caused head-shaking in many places when, from a pacifist position, he refused to supply any weapons to Kiev and thus indirectly denied Ukraine's internationally enshrined right to self-defense. Cardinal Secretary of State Parolin and the Vatican "Foreign Minister" Paul Richard Gallagher, a Briton, corrected these statements in several interviews and corrected their own boss. Of course, they both argued, Ukraine, as a sovereign state, had the right to defend its territorial integrity, and the supply of military equipment and weapons was ethically justifiable. The "Kyrill card" After Putin was unavailable for his calls, Francis played another card: his personal relationship with Moscow Patriarch Cyril. Here, too, the experts warned the Pope that the head of the Russian Orthodox Church would be in the service of the Kremlin. Nevertheless, the pontiff played the "Cyril card". Francis was probably hoping that he could "turn" the patriarch politically with Jesuit cunning. To this day, his literal response to Parolin and Gallagher's warnings is still reported: "But Cyril is still a shepherd!" As expected, the "Cyril card" failed. Francis' bitter realization that the patriarch was an "altar boy of the Kremlin" came too late. The view that the Pope was a "Russophile" had long since become firmly established in Kiev. The suspicion of Russia-friendliness is fueled less by concrete actions than by the pontiff's omissions: to date, he has never addressed Putin directly in all his countless appeals for peace. He could have borrowed from a great predecessor: Immediately before the start of the Iraq war in 2003, Pope John-Paul II addressed US President George W. Bush at the Sunday Angelus prayer in front of running cameras and fervently implored him to refrain from the planned attack. When the city of Sarajevo was besieged for months during the civil war in the former Yugoslavia, triggering a humanitarian catastrophe, the Pope from Poland appointed the archbishop of the bombed-out Bosnian capital, the then 48-year-old Vinco Puljic, as its first cardinal in history in 1994. Three consistories with the appointment of new cardinals have taken place in Rome since the beginning of the Russian invasion of Ukraine: But the Ukrainians have so far waited in vain for a similar sign, although a suitable candidate is available in the figure of the Greek-Catholic Grand Archbishop Svyatoslav Shevchuk of Kiev. Diplomatic self-restraint of the Pope Francis appointed a high-ranking special mediator far too late: However, Cardinal Matteo Zuppi's shuttle mission between Moscow, Kiev, Washington and Beijing is now considered a failure. It seems that Kiev has lost hope that Vatican diplomacy will have a positive effect. At the same time, Moscow seems to be relying more on the mediation of the United Arab Emirates as the representative of the "global South" than on the Holy See as the supposed representative of the Western world when it comes to humanitarian actions such as the exchange of prisoners. Most serious, however, is the fact that Francis has so far refused any invitation to Kiev. He always repeats the same mantra that he will only travel to the Ukrainian capital if he is allowed to visit Moscow first. Either there is a secret plan behind this curious self-restraint on the part of the pontiff, which even close confidants among the cardinals are unable to see through, or it is a diplomatic staircase joke: Putin is unlikely to have the slightest interest in such a double trip by the Roman pontiff. And even if he did, a visit to Moscow by the Pope would probably give Vladimir Putin the biggest propaganda coup in his long time in office. Months ago, President Zelensky's security advisor announced that Kiev was no longer interested in a Vatican mediation mission. A resounding slap in the face for the Holy See's diplomacy in the most dangerous crisis in Europe since the end of the Second World War.