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한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Strategic minerals, essential to our modern life, not only explain geopolitical movements and current conflicts but also why the world is turning its attention to Africa. In another of his theatrical statements since taking office, the new President of the United States, Donald Trump, presented his proposal to bring peace to Ukraine after a phone conversation with Vladimir Putin. Among Trump's remarks, one of the most surprising aspects (aside from territorial concessions to the Russians and the guarantee that Ukraine would not join NATO) was that the U.S. president put a price not only on the military aid provided to Zelensky so far but also on U.S. mediation services: access to Ukraine's rare earth minerals. Trump's words make it clear that strategic minerals are now the key element in understanding geopolitical movements around the world. These minerals also help to explain the geopolitical "revaluation" that the African continent is experiencing — that is, why Africa is attracting so much attention from Chinese, Russian, Indian, Arab nations, Turks, and, of course, Europeans. Last week, I explained how strategic minerals (such as coltan, cobalt, etc.) are one of the main factors behind the conflict in eastern Democratic Republic of the Congo (DRC). They are also key to understanding why Rwanda is being allowed to support a rebel group (a UN report states that 5,000 Rwandan soldiers are on the ground) or even to directly challenge Congo's territorial sovereignty. This is what experts call "the geopolitics of mineral resources," which explains why Africa is experiencing this moment of “renewed” global interest. The growing demand for electric batteries, wind turbines, and solar panels have put critical minerals at the center of attention, as they are essential for their production — many of which are found in abundance on the African continent. In fact, Africa holds a significant share of the world's essential minerals for global industry: 70% of the world's cobalt reserves, 90% of platinum, 60% of manganese, and 40% of diamonds, among other strategic resources. The advancement of electrification and the transition to renewable energy have driven up the demand for minerals such as lithium, cobalt, and nickel, which are essential for lithium-ion batteries that power electric vehicles and energy storage systems. Demand for these materials is expected to triple by 2040 and increase sixfold by 2050. China, Europe, and the United States have intensified their investments in Africa to secure access to these strategic resources, sparking debates about African economies' dependence on external actors. Rare earths, a group of 17 chemical elements essential to produce advanced technology, are also part of Africa's geopolitical landscape. These minerals, such as neodymium (used in permanent magnets for electric motors), dysprosium (key in wind turbines), and lanthanum (used in batteries and optical lenses), are crucial for the energy transition. Although Africa accounts for only about 5% of global production, countries like South Africa, Burundi, and Tanzania hold significant deposits. As global demand grows, the continent has the potential to increase its market share if it can develop extraction and refining capabilities. Cobalt is a clear example of the dilemma surrounding Africa's mineral wealth. As I mentioned last week, the DRC is the world's largest producer, supplying 70% of the global market. However, it is also at the center of an industry plagued by severe social and environmental issues. Mining operations in the country are marked by reports of child labor, poor working conditions, and conflicts over control of mineral deposits. Despite efforts to regulate the sector and promote responsible mining, cobalt remains a strategic resource fiercely contested by multinational corporations and governments seeking to secure their supply for the battery industry. Beyond the key minerals for the energy transition, Africa remains a major supplier of traditional resources such as gold and diamonds. South Africa, Ghana, and Mali produce around 25% of the world’s gold, while Botswana, Angola, and the DRC account for more than 50% of diamond production. However, the history of these minerals is marked by conflict and exploitation. I vividly remember the movie “Blood Diamond”, which portrays the reality of “conflict diamonds,” extracted from war zones and used to finance armed groups — a problem that still persists in regions like Sierra Leone and the DRC. Obviously, Africa’s main challenge is that the extraction of these minerals adds no value, meaning that what is taken from its soil is not processed within its territory. This is what economists call value chains: the dependence on exporting unprocessed raw materials keeps African countries at the lower end of the value chain, limiting their economic benefits. If you add to that, in countries like the DRC, a chaotic environment filled with armed groups, illegal smuggling to neighboring countries, and an almost entirely informal mining economy, the resource curse becomes clear: elites take their share, workers live in near-slavery conditions with virtually no labor protections, and the real wealth is accumulated in countries far from these mineral deposits — mostly in China and the West. The future of mining in Africa will be shaped by the growing demand for these critical minerals, the expansion of foreign investment, and the challenge — yet also the responsibility — of making mining more sustainable. Cobalt, lithium, and rare earths will become increasingly sought after by global powers like China, the European Union, and the United States, intensifying competition for their control. And while this seems to reinforce the resource curse, treating the continent as a piggy bank to be emptied coin by coin, it should instead represent a huge opportunity for Africans — to gain access to the wealth generated by the raw materials they live upon. The key lies in strengthening local refining and manufacturing and improving governance in the mining sector. Transparency, stability, and infrastructure development will be crucial for mining in Africa to drive economic growth and social progress. Its role in the geopolitics of minerals is already essential and will become even more so in the coming decades. If the continent can overcome its structural challenges, it will be able to transform its mineral wealth into a driver of sustainable development and economic autonomy. A wish that, unfortunately, may sound excessively utopian in the face of a system driven by greed, one that only wants minerals to keep producing more devices and generating more profit. And to achieve that, it needs them to be cheap, which is why it doesn’t question whether the extraction of coltan and cobalt is causing deaths in the Congo or any other corner of Africa. The first step toward change is for all of us, as citizens, to understand what we hold in our hands when we make a call or order food through our phones. We must start demanding that the governments allowing their sale and the companies profiting from them ensure that these resources are not obtained through exploitation and the killing of innocent people. Article written by José Segura Clavell, Director General of Casa África, and published originally in eldiario.es, Kiosco Insular, and Canarias 7 on February 14 and 15, 2025.

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском With the return to power of the center-left coalition "Broad Front" (Frente Amplio, FA) in 2025, Uruguay has entered a new political cycle. Although Uruguay is a very stable country by Latin American standards, various forecasts about possible changes in the country's foreign policy under the new president, Yamandú Orsi, have already started appearing in the media. Most expectations focus on the regional dimension, which is logical for several reasons. Firstly, the regional subsystem of international relations plays a crucial role in Uruguay's participation in global politics, particularly in advancing key foreign policy priorities that are important to all ideological camps in the country, such as conflict mediation, development assistance, support for international law, and human rights. Secondly, a critical stance toward Latin American integration structures became a hallmark of the outgoing conservative government of Luis Lacalle Pou (2020–2025), which left office on March 1, 2025. His presidency was marked by debates over the direction of regional integration, including discussions on the potential revival of the Union of South American Nations (UNASUR), strengthening the Community of Latin American and Caribbean States (CELAC) in response to crises in energy, healthcare, and food security during the 2020s, and overcoming the stagnation of the Southern Common Market (MERCOSUR). Uruguay consistently positioned itself as a staunch and vocal skeptic on all these matters. According to one of Uruguay’s leading international relations experts, Nastasja Barceló, this stance has harmed national interests by contributing to the "isolation of Uruguay and a break with the country’s traditional foreign policy approaches".  Against this backdrop, it is noteworthy that the team of the newly elected president openly emphasizes the priority of the regional dimension. A key figure in Yamandú Orsi’s team is Álvaro Padrón, his advisor on international political affairs, who, in an interview, outlined the concept of "concentric circles" in Uruguay's foreign policy: "The first circle consists of bilateral relations with Argentina and Brazil… the second is MERCOSUR… the third is South America". According to Padrón, aligning positions on various international issues with South American and Latin American neighbors should serve as the foundation for advancing Uruguay's interests on global platforms. Orsi’s allies also highlight that his government aims to leverage regional opportunities to facilitate Uruguay’s integration into the evolving multipolar world order. Thus, the election of Yamandú Orsi has raised hopes that Uruguay will significantly strengthen its presence in regional integration groups. At the very least, this is expected to apply to CELAC, UNASUR, and MERCOSUR, which are frequently mentioned in the rhetoric of the future president, Vice President Carolina Cosse, Foreign Minister Mario Lubetkin, advisor Álvaro Padrón, as well as in the still-limited assessments of international affairs experts. Naturally, questions arise about the specific opportunities and challenges on this path: what tools and strategies can Uruguay use to "revitalize" the regional framework? How will the new government's Latin American agenda align with its global policy? While it is difficult to provide definitive answers before Orsi officially takes office, contradictions are already apparent that may weaken the positive impact of the change in power on regional integration. Challenges to Regional Integration and Uruguay's Approach In a conceptual sense, projects like CELAC and UNASUR are associated with the so-called idea of the "Greater Latin American Homeland", which rose on the wave of the "left turn" of the 2000s - early 2010s. One of the brightest supporters of this philosophy was the popular Uruguayan President (2010-2015) José Mujica, who still exerts a significant influence on the balance of power in the "Broad Front". His support for the candidacy of Yamandú Orsi in the last elections was so obvious that the future president was literally nicknamed the "heir" of J. Mujica. In light of the close ties between the two politicians, it seems logical that J. Orsi will also promote the idea of the "Greater Latin American Homeland", defending the consolidation of his region on the international arena in the face of major powers that have their own interests in Latin America. In the speeches of J. Orsi and A. Padrón, there are indeed calls to strengthen CELAC so that Latin America can have more weight in international affairs, or to structure leadership in South America, but in real life there are challenges to the implementation of such plans. One of them is the reactive position of Iain Orsi's team on the Venezuelan issue. Over the past decade, discussions about the right of Nicolás Maduro to remain in power have polarized Latin America and prevented the development of unifying initiatives. The administration of L. Lacalle Pou has solidified its refusal to recognize the legitimacy of N. Maduro's government, which limits the possibilities of cooperation with the Chavistas. Although Iain Orsi has stated in connection with the Venezuelan issue that the importance of dialogue with states is higher than judgments about political regimes, his team has not made any special changes on the Venezuelan vector. After N. Maduro was re-elected to his post once again in the summer of 2024, Iain Orsi said that there is a “dictatorship” in the Caribbean country, and none of the key figures of the CF went to N. Maduro's inauguration in January. At one time, Jose Mujica offered his good services to Colombia, where the government of Juan Manuel Santos and the FARC took the difficult path of reconciliation, and one might expect that the moderate leftist J. Orsi would try himself in the role of mediator of the internal political crisis in the Bolivarian Republic. But for agreements and mediation, Caracas and Montevideo need at least to restore normal diplomatic interaction, which was frozen after the elections in Venezuela in July 2024. As noted in the media, the prospect of "defrosting" is absolutely unclear. The second challenge is doubts that Uruguay under J. Orsi will be able to contribute to the consolidated and independent positioning of Latin America in the current geopolitical conditions. As far as can be judged now, the team of the elected leader is distinguished by an extremely evasive position on the crises around Ukraine and Gaza, combining emphasized official neutrality, non-participation in sanctions and diplomatic demarches, but also a certain sympathy for the Western point of view. This is hinted at, for example, by J. Orsi's positive attitude to sending a Uruguayan delegation to the summit on Ukraine in Bürgenstock in June 2024 and his statements about Russia in the spirit that "perhaps other points should have been included" in the program of principles of the "Broad Front", condemning US and NATO imperialism. In the Middle East drama, J. Orsi, like his vice-president K. Kosse, while agreeing with the Palestinians' right to claim statehood, does not condemn Israel's actions. This differs from the position of many other left-wing leaders in the region, which some critical experts have already noted. When analyzing the roots of these approaches, two key points emerge. First, it is likely that under this president the liberal attitudes characteristic of the mainstream of Uruguayan elites will be preserved. They may also be relevant for the moderate left within the “Broad Front”, to which Yamandú Orsi belongs, who defines himself as a “pragmatist” and “non-Marxist.” The consequence of adherence to such a political philosophy usually becomes a loyal attitude to the course of the Euro-Atlantic powers and their closest allies, so it is unlikely that Uruguay under Yamandú Orsi will oppose the Western-centric world order. Secondly, the involvement of major powers in geopolitical contradictions, the adoption of obligations or parties in this regard, including the unambiguous label of “non-alignment”, does not fit into Montevideo’s line of behavior on the global stage at all. The positioning of this small South American state in the context of the formation of a multipolar world, as built in the discourse of political elites, presupposes an economic-centric strategy and “free hands”. The key idea is to interact with various actors, especially for the implementation of the goals of trade and investment diversification, and to promote a positive image of Uruguay as a neutral and peace-loving state focused on socio-economic development. The U.S. dimension deserves special mention, as distancing from Washington and challenging its dominance has traditionally been a defining feature of proponents of Latin American patriotic unity. Uruguay has maintained relatively stable relations with the United States, though previous administrations under the "Broad Front" encountered certain areas of disagreement. One key issue has been hemispheric security and the functioning of the Inter-American Treaty of Reciprocal Assistance (TIAR), which the "Broad Front" views as repressive and outdated. This stance was evident under the last left-wing government led by Tabaré Vázquez (2015–2020), which initiated Uruguay’s withdrawal from the treaty. However, the administration of Luis Lacalle Pou reversed this decision, leaving Montevideo’s future participation in the Rio Pact uncertain as of the 2024 elections. The program of principles of the "Broad Front" for 2025-2030, which the coalition formulated on the eve of the elections, stated that Uruguay should secure the support of the region and finally withdraw from the controversial treaty - "a legacy of the Cold War" and "a symbol of Latin America's status as the backyard of the United States." Moreover, as one of the "main experiments" of regionalism, it mentions the South American Defense Council (SADC). It operated under the auspices of UNASUR and was focused on developing common South American solutions in matters of military security and peacekeeping, excluding the influence of external powers. In Orsi's entourage, nothing has been said about Uruguay's attitude to either the Rio Pact or the SADC. On the other hand, shortly after his electoral triumph, Orsi met with US Ambassador Heidi Fulton, who confirmed that Washington and Montevideo have common views, including on security issues. In light of this, it currently appears that the Uruguayan leader is not interested in being at the forefront of critics of US influence in Latin and South America. The emergence of Donald Trump at the helm of the US, who in the first weeks of his presidency has already managed to enter into a rhetorical conflict with the heads of Mexico, Colombia and Central American states, may further encourage J. Orsi to behave cautiously. Especially considering that Uruguay is one of the few countries in the region under leftist rule that has not received its share of criticism from D. Trump and his Secretary of State Marco Rubio, a “hawk in Latin American affairs”. The desire to maintain a calm, positive interaction with Washington, which the outgoing administration of L. Lacalle Pou achieved, can also be perceived as a consequence of J. Orsi’s pragmatism and moderation, despite his leftist orientation. It certainly cannot be considered a resource for uniting the regional neighbourhood with the idea of fighting against the “North American dictate”. Thus, at this stage, the new president’s approach to international affairs appears too passive and cautious to actively support any bloc identity in Latin America. Therefore, if strengthening CELAC and restoring UNASUR remain priorities for the new government, its focus will likely be on the inclusivity and representativeness of these platforms rather than their sovereigntist positioning. Nevertheless, although J. Orsi does not seem to be a figure who will strengthen political integration in the spirit of the "Greater Latin American Homeland", he may well increase the overall regional presence of Montevideo. The politician has repeatedly emphasized that in the Latin American field, the development of multilateralism and presidential diplomacy are important to him. Under his leadership, Uruguay will be able to show itself in individual initiatives and working groups under the auspices of CELAC or UNASUR on environmental issues, human rights, and sustainable development. For example, in December 2024, J. Orsi already discussed plans to promote a "regional alliance" on clean energy and joint efforts to preserve the Amazon with his Colombian counterpart Gustavo Petro. A New Phase for MERCOSUR? Regarding MERCOSUR, the "Broad Front" (FA) has a clear stance—to strengthen and expand it. This position is shared by the new president's team, and it seems to be more than just rhetoric. Even before the end of 2024, Yamandú Orsi met with all the bloc’s neighboring presidents except Javier Milei—Brazil’s Lula da Silva, Paraguay’s Santiago Peña, and Bolivia’s Luis Arce. During these meetings, the Uruguayan leader emphasized regional unity and expressed his commitment to developing MERCOSUR. Relations with Brazil are of decisive importance and have become a strategic priority for J. Orsi. Under L. Lacalle Pou, interaction with the northern neighbor was pragmatic. Lula da Silva's ambitions to turn MERCOSUR into a tool for promoting Brazil on the international stage irritated the Uruguayan president. Now, however, completely different assessments have begun to be heard from the Uruguayan side: A. Padron calls Brazil a regional "heavyweight", stating that, by increasing its own global role, Uruguay must "accompany Brazil's leadership". In his view, such "accompaniment" presupposes support for multilateral groups led by the northern neighbor, among which MERCOSUR plays a key role as the oldest organization. At the same time, the circle of J. Orsi is characterized by the established ideas in the political elites of Uruguay that MERCOSUR still requires reforms and should follow the path of open regionalism. On the one hand, this assumes that the economy remains a priority area of cooperation in the bloc, the improvement of the common market requires the growth of the organization's importance among all economic entities in the member states, the correlation of its work with the tasks of technological and innovative development of its participants. On the other hand, MERCOSUR must adhere to the principles of free trade and build up external relations in order to strengthen the positions of its participants in the international division of labor. At the same time, today the association finds itself in conditions where globalization is slowing down, the struggle for strategic resources is intensifying, and supply chains are being restructured. Given these circumstances, several areas can be identified that may be of interest to the government of J. Orsi, both from the point of view of revealing Uruguay’s competitive advantages in MERCOSUR and from the point of view of modernizing the bloc.  Firstly, this is an emphasis on the integration of production chains with neighbors, the promotion of "friendshoring" in MERCOSUR. This is supported by the fact that Uruguay's industrial supplies are primarily focused on the bloc's members. The electric transport industry, pharmaceuticals and the production of organic food products are growth points for the industrial and innovative potential of the Uruguayan national economy and at the same time create a field for complementarity of economies in MERCOSUR. For example, Uruguay is the record holder in South America for the prevalence of electric vehicles, and it also has the most extensive network of charging stations for them in the unification zone. However, the country's own production of cars and batteries has not been established and remains an important task for the future, as noted in a report prepared in 2023 by the Technological University, the National Institute of Employment and Vocational Education and the Ministry of Labor and Social Security of Uruguay. Resources to solve this problem can be found within MERCOSUR. The bloc now includes Bolivia, which is aiming to industrialize its vast lithium sector and has national expertise in producing electric cars. Secondly, Uruguay has traditionally been distinguished by its special attention to the concept of sustainable development, which is consistent with the concept of building bioeconomy in the South American Common Market. Recently, it has been discussed by scientists as an alternative to import-substituting industrialization, which guided the bloc until the 2010s and began to stall after the onset of the 2014–2015 crisis. According to IDB estimates, Uruguay has some of the highest standards in Latin America for the implementation of renewable energy sources, environmental awareness practices in organizational, managerial and production activities. Such competencies increase its importance for MERCOSUR if the bloc decides to focus on the energy transition and promote the formation of circular economies. For now, these plans seem hypothetical, but the appearance of an association agreement with the European Union on the horizon will make them relevant. Given that MERCOSUR not only reached a trade agreement with the EU in December 2024, but is also considering the formation of FTAs with China, Korea and Singapore, another important area for Uruguayan diplomacy will clearly be building the bloc's relations with external powers. The rhetoric of J. Orsi and K. Cosse, as well as A. Padron, shows that the Uruguayan side expects to combine all these areas and rely on its neighbors in order to strengthen its position in negotiations and reduce the asymmetry in interactions with larger global players. It was in this vein that the decision was made for J. Orsi to abandon a separate FTA agreement with China, which the outgoing government of L. Lacalle Pou sought. The beginning of the widespread protectionist offensive of the United States under D. Trump really creates an opportunity for MERCOSUR to open its doors to European and Pacific partners. Uruguay, which champions free trade principles, can take advantage of this. At the same time, the options related to the bloc leave their unspoken. The most obvious of them is the coordination of interests with Argentina, which, as mentioned, will be included in the “first circle” of the foreign policy strategy of the new government. Although J. Orsi optimistically declared that he would reach a consensus with Javier Miley, this has not yet been possible. Plans to hold talks with this eccentric leader at the MERCOSUR summit in Montevideo in early December 2024 have failed. The lack of mutual understanding with the far-right J. Miley remains a problem, because without the political consent of its members, the association is in principle unable to evolve. Argentina also plays an important role in the industrial and infrastructural potential of MERCOSUR, without its participation it is difficult to imagine initiatives to promote economic complementarity in the bloc. Another issue is the compatibility of plans to modernize the organization and accelerate cooperation with external actors. Thus, from the point of view of the prospects of the agreement already reached with the EU, the MERCOSUR zone attracts it primarily as a pool of strategic natural resources and food, which is especially true for Uruguay. In turn, the automotive, textile, pharmaceutical and chemical industries are viewed by Europe as niches for the expansion of its goods and services and its presence in South America. Such a view cannot but affect investment preferences, including plans for new models of MERCOSUR development. In one form or another, these layouts can be repeated in the interaction of the bloc with China and other highly industrialized players. Therefore, for Uruguay and its neighbors, no matter which option for increasing the global competitiveness of the association through openness they choose, the strategic problem will remain the preservation of industrial sovereignty and limiting the reprimarization of their economies. It is worth adding that similar warnings were already voiced at a meeting between Yamandú Orsi and representatives of the scientific and business communities in June 2024. What is the bottom line?  It is safe to say that the new Uruguayan government will increase its attention to regional integration. If Luis Lacalle Pou called MERCOSUR a "suffocating corset" that can and should be gotten rid of, then with the election of Yamandú Orsi, the integration platforms, on the contrary, emphasize the useful function of supporting national interests. Although calls to reform multilateral groups so that they better correspond to specific policy objectives and the spirit of the times have not gone away. In Latin American political science thought, participation in integration groups is often presented as a way to achieve autonomy or, as one of the leading Argentine international theorists, Juan Carlos Puig, put it, “the ability to independently make foreign policy decisions, taking into account the objective conditions of the real world.” The autonomist course is usually associated with left-wing forces, but it does not necessarily imply the creation of blocs like the Bolivarian Alliance for the Peoples of Our America (ALBA), which directly challenge the West. Pragmatic diversification of ties with major powers, support for regional leaders, neutrality and non-interference can also be reflections of such a course. If we look at the rhetoric and first steps of I. Orsi’s team from this angle, we can link his attitude to regional structures with the search for autonomy in the international arena. Of course, with an adjustment for the traditional principles and limitations of Uruguayan diplomacy. At the same time, a significant shift or revitalization of Latin American regionalism is unlikely to result from Uruguay's leadership change. This is not only due to Uruguay's relatively small geopolitical weight but also because the new president does not seem inclined to challenge the regional status quo, forge a distinct identity, or promote it on the global stage. Uruguayan political analyst Daniel Buquet, reflecting on how Yamandú Orsi's victory might impact the leftist forces supporting integration, used a chess metaphor: “It’s like winning a pawn, but not a bishop”—a rather fitting analogy.  This article was supported by the Russian Science Foundation grant No. 23-78-01030, within the project "Latin America and the Concept of a Multipolar World: Key Approaches, Impact on Foreign Policy, and Relations with Russia".

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Abstract This departs from an assumption that the EU is an outstanding example of liberal institutionalism. It has been very successful in providing lasting peace for Europeans who are now facing a series of existential challenges.The central hypothesis of this paper is that if these challenges are not addressed effectively, the EU may not survive in the long term.The first part of the analysis explores five external challenges that affected the macroeconomic and political environments of the EU in the third decade of the 21st century.The second part of the analysis signals five internal and more profound challenges the EU must face if it wants to continue in any viable form.The author concludes that the future of the world order and, by extension, the environment of the EU will most likely be decided by three great powers: the US, China, and Russia. Keywords: EU, Great Powers, World Order, US, China, Russia Introduction 2024 is exactly 20 years since the so-called ‘Big Bang enlargement’, which is why the author of this paper takes the liberty of looking at the future of the European Union (EU). The EU is, according to voluminous literature, the best working example of Liberal Institutionalism, which at its very core is about prescribing peace and security. Yet, the EU project seems derailed in the last few years and is becoming increasingly dysfunctional. This lack of internal cohesion is arguably based on several political phenomena: overregulation, ideologisation, and bureaucratisation being the proverbial tip of the iceberg. This paper examines the EU's economic and political environment and then lists five most pressing challenges it must face to survive as an institution. British citizens have already shown the first ‘red card.’ Core external challenges - the macroeconomic and political environments To say that the contemporary world is complex is to state an obvious truism. However, five phenomena should be outlined here as significant variables regarding the EU’s environment. Firstly and most fundamentally, the changes in the international political economy and corresponding structural changes that undermine states’ positions. What we are witnessing is the emergence of non less than the New World Order, which not only challenges the so-called traditional great powers by shifting the centre of gravity to the East but, perhaps most importantly, challenges the position of state actors as ‘shakers and movers’ of the international system. The Great Reset and the Fourth Industrial Revolution are phenomenal examples of the challenges ahead. Secondly, the ongoing war in Ukraine. Apart from obvious regional European relevance, it should also be analysed globally. Russian invasion threatens principles of sovereignty and territorial integrity. If allowed and left unchecked, it encourages other acts of aggression, and in doing so, it confirms a worrying trend according to which the so-called great powers stand above international law. The war draws attention to Ukraine's strategic importance as a large European country. In that sense, the outcome of the conflict will shape the balance of power on the continent. It tests the Western alliance and its response to such challenges. Moreover, it bears global economic consequences—Ukraine & Russia are significant exporters of grain, energy, and raw materials. Prolonged conflict involving these two risks, long-term inflation and food/fuel shortages abroad, is equivalent to the global spread of instability. The Ukrainian-Russian conflict bears an uncanny resemblance to a proxy war between the East and the West competition. An argument could be made that it can be seen as a battle between democracy and authoritarianism, where Russia’s victory strengthens authoritarianism abroad. Finally, let us not forget the nuclear aspects of the conflict. A risk of direct Western involvement would raise the threat of nuclear escalation. The outcome could influence nonproliferation norms for security assurance. Thirdly, and partly as a response to the above two phenomena, there comes the question of German leadership/vision of the future of the EU. The vision of the current German cabinet was elaborated on August 24, 2022, by Chancellor Olaf Scholz at Charles University in Prague. It paints a broad picture of the future of the EU at the beginning of the 3rd decade of the 21st century against the backdrop of the Russian invasion of Ukraine. Two stand out among the four ‘revolutionary’ ideas mentioned by Scholz. Firstly, given the further enlargement of the European Union for up to 36 states, a transition is urged to majority voting in Common Foreign and Security Policy. Secondly, regarding European sovereignty, the German Chancellor asserts that Europeans grow more autonomous in all fields, assume greater responsibility for their security, work more closely together, and stand yet more united to defend their values and interests worldwide. In practical terms, Scholz indicates the need for one command and control structure for European defence efforts.[1] Fourthly, and again in significant part as a response to the first two phenomena, we are witnessing unprecedented resistance among large sections of European societies. In particular, the now openly verbalised and physically demonstrated dissatisfaction mainly, but not exclusively by the farmers, to the seemingly inevitable plan for the green transition as heralded by the ‘Fit-for-55’. It is a set of proposals to revise and update EU legislation to achieve a target of reducing net greenhouse gas emissions by at least 55% by 2030 [2]. This ambitious initiative includes actions in fourteen areas, from the reform of the EU’s emissions trading system through reducing emissions from transport, buildings, agriculture, and waste to regulation on methane emissions reduction. Effectively, this means that EU farmers will have to accept an unprecedented and unequal burden. On top of that, there is a question of Ukrainian farming products that enter the European market in equally unprecedented quantities. This prompts many farmers to demonstrate their objections towards their governments and the European Commission by blocking capital cities and transportation arteries across the block. The protests are massive in their character, with thousands upon thousands across most EU member states. Political elites in Europe probably had not expected this and possibly have not experienced such a level of dissatisfaction and resistance towards their policies since the creation of the European Union. Farmers have been aided by other professional groups, from truckers to taxi drivers and even ordinary citizens. Notably, the protests are a bottom-up initiative, though they have also drawn the attention of right-wing parties.[3] Last but not least, there is the question of massive immigration to the EU from outside Europe and consequent challenges to social cohesion in countries such as Germany, France, Italy, and Belgium. As of the writing of this paper (2025), more and more members of the societies of Western EU countries challenge the official narrative of their governments based on the assumption that massive immigration is primarily positive for the economies and that large numbers of non-Europeans pose no threat to the quality of life and security of ordinary citizens (the phenomenon referred to earlier by the author of this paper as ‘a-securitisation’ – Sliwinski, 2016).[4] Worse still, the differences between ‘old’ and ‘new’ members of the EU, namely Hungary under Victor Orban, pose a formidable challenge to the immigration policy of the entire EU and, consequently, the future of the EU's integrity. It is not unimaginable at this stage to fathom a day when Hungary, like Britain before, decides to leave the EU,[5] pressured by Brussels and Berlin to accept thousands of immigrants from the Middle East or Africa. Slovakia could follow suit. Core internal challenges – the weakness from within Many of these problems were accidentally quite openly expressed by J. D. Vance, US Vice President, during his speech at the latest Munich Security Conference (February 14th, 2025). Vance did not spare strong criticism directed at European elites and, in a typical ‘American fashion’, called a spade a spade. His criticism of the EU included six general points: retreat from democratic values, censorship and limitations on the freedom of speech, limitations of religious liberties, lack of election integrity, uncontrolled mass migration, and the general unwillingness of the political elites to engage with views other than those of the left and even tendency to suppress dissent.[6] - Centralisation (Federalisation) Today, the EU continues to centralise, particularly in response to challenges like the economic crisis COVID-19, taking on more fiscal policy, health, and security responsibilities. This trend is evident in recent proposals, such as the European Commission’s role in determining budgetary paths, but it faces resistance from member states concerned about losing sovereignty. Historically, the EU has been moving to a federation through recent treaty revisions: The Treaty of Maastricht (1992) to the Treaty of Lisbon (2007). According to Alberto Mingardi from the GIS, there is a so-called ‘creeping power grab’ phenomenon.  “It assumes that Brussels should become more powerful while Rome, Berlin and Paris less so. [...] europhiles tend to look for opportunities that might allow them to give carte blanche to Brussels, albeit beginning with apparently limited endeavours. Hence, the EU is supposed to grow through crises, and thanks to crises, whatever the problem or issue, it could foster a slice of national sovereignty that can be cut and brought up to a higher level. Behind this, there is an overarching belief in the higher efficiency of centralisation, which is perhaps the true landmark of modern politics. Politicians trust themselves more than the taxpayers; they seek a single control room, and the more it controls, the better. This approach fits well with a protectionist outlook of economics, which sees Europe (‘fortress Europe’, as some say) as one trading bloc set to countervail others (the US, China).”[7] The centralisation (federalisation) logic rests heavily on the arguments presented by legalism. On the one hand, it derives from the strict and literal reading of regulations. On the other, it implies that no sphere of life should be left unregulated. Consequently, overregulation has become a characteristic feature of the European Union.[8] Additionally, the overregulation leads to the often cited democratic deficit,[9] exemplified by the fact that the majority of European legislation that EU member states are obliged to follow is proposed by nonelected technocrats working for the European Commission. - Demographic Decline and Social Welfare An ageing population and falling birth rates threaten the EU’s long-term economic stability and social welfare systems. With a shrinking workforce, funding pensions, healthcare, and social services is increasingly difficult, particularly in weaker economies. This demographic shift also amplifies labour shortages, prompting debates over immigration as a solution—yet one that risks further political backlash as it will inevitably affect European identity. According to available data, Europe is the only continent projected to experience population decline until 2070, with the EU's working-age population (20–64 years) expected to decrease by around 20%. Concurrently, the share of older individuals (65 years or older) will be the second highest globally among large economies. This demographic shift poses significant challenges, potentially undermining the EU's economic and social model, exacerbating existing disparities, and creating political divisions among Member States if not adequately addressed.[10] According to Eurostat, The natural population change (difference between live births and deaths) has been negative since 2012. This is primarily due to the ageing population described in this publication and the COVID-19 pandemic in 2020-2022.[11] - Economic Competitiveness and Growth After the so-called Big Bang Enlargement, all available data suggests that the gap between the EU and the US with regards to GDP output has been steadily growing, that is to say, that the US economy, which recently has been experiencing huge problems, still has been developing faster than the EU.[12] Contemporary the EU is grappling with stagnating economic growth and a loss of competitiveness compared to global powers like the United States and China. High regulatory burdens, internal market fragmentation, and insufficient investment in innovation and technology hinder its ability to keep pace. The growing threat of US tariffs under a second Trump administration will only likely exacerbate these issues, disrupting supply chains and increasing costs. Additionally, the EU’s energy dependence—highlighted by the shift away from Russian gas after the Ukraine invasion—has driven up costs, further straining industries and economies, particularly in countries like Germany.[13] - Weakness as an international actor Russia’s ongoing war in Ukraine continues to pose a significant security challenge. The conflict has exposed the EU’s reliance on NATO and the US for defence while increasing pressure to bolster its own military capabilities—sometimes referred to as a ‘European Defence Union’. Tensions with China, particularly over trade and technology, and uncertainty about US commitment to transatlantic alliances add to the geopolitical strain. The EU must also address hybrid threats (e.g., cyberattacks, disinformation) targeting critical sectors like energy, transport, and digital infrastructure. In light of this, Americans are already calling for much more input from the European members of NATO regarding their defence budgets (5% of GDP).[14] This will most likely reinvigorate calls for creating a European Army,[15] which no doubt will be dominated by Germany and France. German domination will be met with considerable unease by some Central and Eastern European Countries (members of the EU). At the same time as the recent meeting, Ryiad shows the US is not even treating the EU as a partner worthy of a place at the negotiating table.[16]When pressed by the likes of Trump and charged with not sharing a fair part of their own security costs, European political leaders invoke the notion of Europe as a normative power. Supposedly, though weak militarily, the EU and its members are a beacon of values such as peace, freedom, democracy, the rule of law and human rights. In his seminal publications, Iaan Manners, argued that the EU's unique historical context, hybrid political structure, and legal constitution enable it to promote norms that go beyond state-centric concerns, particularly in areas such as human rights and the abolition of the death penalty. Manners claims that the EU's ability to define what is considered 'normal' in world politics is a significant aspect of its power, and this normative approach is crucial for understanding the EU's role in shaping international relations.[17] As nice as it sounds, it does not seem to bear much weight in the practice of international security in recent decades. It is the EU, in fact, as an institution and the political leadership of France, Germany, and the European Commissioner, who stand accused now of contradicting all of the above-mentioned values. The latest visit by President of the European Commission Ursula von der Leyen to Kiev, and her strong support for the continuation of war against Russia is a case in point.[18]   - Ideologisation 'Europeanism' has become an ideology shared among intellectual, political, judicatory, societal,  and even dominant economic elites that influence or shape the European Union as an institution and its major policies. As an ideology, 'Europeanism' is a somewhat exotic mixture of various seemingly incoherent trends that give the current European Union its intriguing characteristics. On the one hand, economically, one can easily identify numerous elements of neoliberalism, especially regarding the financial aspects of European integration. Likewise, arguments used by the major proponents of European integration vis-à-vis the USA, China, or Japan are of neoliberal character. At the same time, regarding international trade in agricultural products, intellectual property, or internal (single market) competition (freedom of labour), one quickly spots distinct elements of protectionism and overregulation. Finally, regarding philosophical outlook and especially moral issues, 'Europeanism' seems to focus mainly on the progressive agenda and a particular ‘obsession’ with climate change revocation. Conclusion As the Munich Security Conference confirmed, EU political elites are way out of touch with reality and a rapidly changing world. Their proverbial Europocentrism is based on, among others, self-precepted moral high grounds, a history of economic and political domination and exploitation, and an undiscerning belief in bureaucratic, if not technocratic, policy-making and regulation of every sphere of life and institutionalism. Their weakness is probably most accurately depicted by the reaction of the Chairman of the Munich Security Conference, Christoph Heusgen, who broke down during his closing remarks, unable to finish his speech.[19] He was patted on the back and given a hug. (This reaction must have undoubtedly caused bewilderment, if not pity, in Washinton, Beijing, and Moscow.) The original integration goals have little to do with today’s Eureaucrats’ obsessions with saving the planet or pushing for Diversity, Equality, and Inclusivity (DEI). With the election of Donald Trump, the world of the ‘Davos Men’ seems to be stalled. Interestingly, the EU is now one of the last standing actors to represent the ideology of globalism, with its tenets based on neoliberalism - unlimited free trade and the capturing role of international transnational companies. The rest of the world, including the US, seems to be moving in the opposite direction – the world driven by state actors. The world order, therefore, is likely to be directed by strong and nationally based governments from no, possibly the US, China and Russia – a ‘Concert of Powers’ of sorts. References ________________________________________[1] The Federal Government (2022) Speech By Federal Chancellor Olaf Scholz at The Charles University In Prague On Monday, August 29 2022. Available at: https://www.bundesregierung.de/breg-en/news/scholz-speech-prague-charles-university-2080752[2] “Fit for 55”, European Council. Council of the European Union. European Green Deal. https://www.consilium.europa.eu/en/policies/green-deal/fit-for-55-the-eu-plan-for-a-green-transition/[3] Tanno, Sophie and Liakos, Chris. “Farmers’ protests have erupted across Europe. Here’s why.” CNN, World, Europe. Last modified February 10, 2024. https://edition.cnn.com/2024/02/03/europe/europe-farmers-protests-explainer-intl/index.html[4] Sliwinski, Krzysztof. “‘A-Securitization’ of Immigration Policy - the Case of European Union.” Asia–Pacific Journal of EU Studies 14, no. 1: 25 -56.[5] Körömi, Csongor. “Hungary reveals plan to send asylum-seekers to Brussels.” Politico August 22. Available at: https://www.politico.eu/article/hungary-asylum-plan-brussels-migration-refugees-gergely-gulyas/[6] Pangambam, S. “Full Transcript: VP JD Vance. Remarks at the Munich Security Conference”. The SIngju Post. https://singjupost.com/full-transcript-vp-jd-vance-remarks-at-the-munich-security-conference/?singlepage=1[7] Mingardi, Alberto, “The EU’s future: Like Switzerland or more like Italy?”GIS, May 20, 2022. https://www.gisreportsonline.com/r/eu-future/ see also: Dunleavy, P., and G. Kirchgässner. “Explaining the Centralization of the European Union: A Public Choice Analysis.” Edited by P. Moser, G. Schneider, and G. Kirchgässner. Decision Rules in the European Union, 2000. https://doi.org/10.1007/978-1-349-62792-9_7.[8] Van Malleghem, Pieter-Augustijn. “Legalism and the European Union’s Rule of Law Crisis.” European Law Open 3, no. 1 (2024): 50–89. https://doi.org/10.1017/elo.2024.5.[9] Neuhold, C. Democratic Deficit in the European Union, 2020. https://doi.org/10.1093/ACREFORE/9780190228637.013.1141.[10] Zalai, Csaba. “Too Little Too Late?” Európai Tükör 27, no. 1 (December 13, 2024): 169–93. https://doi.org/10.32559/et.2024.1.9.[11] See more at: https://ec.europa.eu/eurostat/web/interactive-publications/demography-2024#population-change[12] See more at: https://www.macrotrends.net/global-metrics/countries/wld/world/gdp-gross-domestic-product[13] See more at: https://www.eiu.com/n/campaigns/global-outlook-2025-the-impact-of-a-new-US-presidency?utm_campaign=MA00001133&utm_medium=paid-search&utm_source=eiu-google&utm_content=&gad_source=1&gclid=Cj0KCQiA8fW9BhC8ARIsACwHqYqwk_M8I--YkZ_fiDS6leiOiRLjPXlG63SHjKwQZgP2kaovx_sc4qIaAkGYEALw_wcB[14] See more at: https://www.euractiv.com/section/politics/news/trump-says-nato-members-should-spend-5-of-gdp-on-defence/ and https://www.politico.eu/article/donald-trump-tells-allies-spend-5-percent-gdp-defense-nato/[15] See more at: https://www.bbc.com/news/articles/cvgl27x74wpo[16] See more at: https://www.cbsnews.com/news/us-russia-meeting-improving-relations-ukraine-war/[17] Manners, Ian. "Normative Power Europe: A Contradiction in Terms?" Journal of Common Market Studies 40, no. 2 (2002): 235–58. Oxford: Blackwell Publishers Ltd.[18] See more at: https://www.euronews.com/my-europe/2025/02/24/ursula-von-der-leyen-arrives-in-kyiv-with-35-billion-in-fresh-aid-for-weapons[19] https://www.youtube.com/watch?v=BhNy0u5-ijY

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The Islamic Republic of Iran’s nuclear program has been an ever-present vexation in Western political discourse since its full extent was first revealed in 2002. The International Atomic Energy Agency (IAEA), United Nations Security Council, United States of America, European Union, and Israel have employed an ever-widening and steadily-strengthening combination of negotiations, sanctions, and threats in attempts to rein in Iran’s atomic ambitions. Yet, and the severe impact of international actions upon on their nation’s economy notwithstanding, the Islamic Republic’s leaders have not been persuaded to limit the scope of nuclear activities or grant the IAEA enhanced oversight of the program.[1] Not always placed within the context of the Islamic Republic’s actions is that Iran’s nuclear quest began in 1973 while Iran was a Cold War ally of the US. The seeds had been sown more than a decade earlier, when the Tehran Research Reactor was provided by Washington in 1959. Then, as now, it seems Iran was pursuing nuclear weapons capability in tandem with and under the guise of a civilian nuclear program.[2] Much like the ayatollahs today, Shah Mohammad Reza Pahlavi denied such intentions – claiming Iran was only pursuing nuclear energy in accordance with its rights as a signatory of the Treaty on the Non-Proliferation of Nuclear Weapons (NPT). So, re-examining motivations and developments from before the Islamic Revolution can cast light upon contemporary events despite differences between the two Iranian regimes. The Shah’s Intensions During the 1970s just as now, Iran’s quest to become a nuclear power was rooted at least partially in the regional dynamics of its location between South Asia and the Middle East. The shah envisioned his nuclear program as a response to atomic efforts by India, Pakistan, and Israel. He even hinted in June 1974 that the national security of Iran may be best served by possessing a nuclear deterrent: “If in this region each little country tries to arm itself with armaments that are precarious, even elementary, but nuclear, then perhaps the national interests of any country at all would demand it do the same.” The shah did add, to placate his international allies, “But I would find that completely ridiculous.”[3] Nonetheless, other nations were suspicious based on imperial Iran’s growing appetite for sophisticated weapons and the shah’s harkening back to the nation’s historical hegemony. So the possibility of Iran harboring nuclear weapons ambitions came sharply into international focus when the shah asserted that possibility to a French journalist in June 1974. Asked if Iran would one day possess a nuclear weapon like India had just one month previously, the shah declared: “Without any doubt, and sooner than one would think.”[4] Nuclear weapons require sophisticated targeting and delivery systems. At the present, with years of sanctions in place, the regular Iranian Navy and its Islamic Revolutionary Guard Corps (IRGC) counterpart have been forced to innovate, rather successfully, in domestically enhancing maritime nuclear warfare capabilities.[5] In January 1975, however, the shah sought to purchase such nuclear-capable technology. Seeking to push through a deal for nuclear submarines from France, Iranian negotiators even claimed the administration in Washington had “been hinting that the U. S. might sell them.” US Secretary of State Henry Kissinger learned of this from French Presidential Secretary General Pierre Brousalette. Understandably concerned, Kissinger responded pointedly and repeatedly that the Iranian claim was “inconceivable … I’m 99.9% sure.”[6] Purchasing nuclear submarines would violate the multi-billion dollar US-Iran arms agreement forged in May 1972 when President Richard Nixon allowed the shah to purchase any weapons he wished from the US short of nuclear weapons and associated technology. Another warning sign was spotted in May 1975 when the shah sought to purchase six battalions of Lance surface-to-surface missiles from Washington. The US administration under President Gerald Ford worked through Secretary of State Kissinger to discourage Iran’s plan because “DOD [Department of Defense] does not consider the Lance a cost-effective weapon when used with a conventional warhead. Congressional critics of our arms sales to Iran would tend to link Iran’s purchase of the Lance with its nuclear development plans.”[7] Again, the parallel with modern day developments as the IRGC produces and seek to purchase missiles capable of carrying nuclear payloads should not be overlooked.[8] Offers and Counter-Offers Undeterred by mounting international concern over his nuclear program, Shah Mohammad Reza Pahlavi even proposed acquiring six to eight reactors from American suppliers plus more from French and German companies. His stated aim was to meet domestic energy requirements through atomic fission thereby reserving Iran’s petrochemical wealth for export to energy-hungry foreigners. At first glance, the proposal seemed like a win-win situation for everyone. Moreover, as the US government’s production of enriched nuclear fuel began reaching full capacity and plans were made to assemble a private sector consortium to add further capacity, the shah offered to purchase a 30 percent stake. The gesture was significant, as other interested parties had proven reluctant to commit significant funds. Iran eventually loaned US $1.18 billion to the French Atomic Energy Commission and was slated to acquire a 10 percent stake in the French Eurodif uranium enrichment plant. Although that stake did not materialize, the Islamic Republic remains an indirect investor through a Franco-Iranian consortium.[9] At that time during the Ford Administration (1974–1977), however, alarm in Washington over nuclear proliferation resulted in a provision that Tehran would have to relinquish reprocessing of atomic fuel to a multilateral conglomerate or allow direct American oversight within Iran.[10] The shah denounced those conditions as discriminatory because Iran was a member of the NPT and therefore entitled to nuclear technology for civilian purposes. The situation bears an uncanny resemblance specifically to events in 2009 when the fuel swap proposal from the five permanent members of the UN Security Council and Germany failed to win Supreme Leader Ayatollah Ali Khamenei’s approval and broadly to the vexed history of failed attempts at nuclear safeguards for Iran.[11] The IAEA, US, and EU estimate that the Islamic Republic’s stockpile of 20 percent enriched uranium far exceeds needs of the Tehran medical research reactor for many years to come.[12] Likewise, during the Ford Administration, the US Department of State reported that the shah’s planned electricity generating capacity of 23,000 megawatts went well beyond all projections of Iran’s domestic energy needs. The report therefore concluded that Iran’s motives were “not entirely clear” and seemed to be propelled at least in part by a desire to develop nuclear weapons.[13] As a result, negotiations continued to falter over the reprocessing issue until President Jimmy Carter reached a provisional agreement on the issue with the shah in 1978. Yet, whether the shah would have honored the agreement will never be known for he was overthrown the following year. It is likely, however, that Iran would have ended up confronting the West generally and the US specifically over its nuclear program even if the shah had remained on the throne and continued to be an American ally. Indeed, the shah’s thinly-masked quest for nuclear power was apparent to officials who served him, even as Western governments remained uncertain of the end game as they now seem to be with the ayatollahs. Minister of Court Asadollah Alam wrote in his diary on 29 November 1975 that the shah’s scheme “though he denies it, probably includes our manufacturing of a nuclear deterrent.”[14] Akbar Etemad, the shah’s chief atomic energy adviser, was more definitive when interviewed after the Pahlavi dynasty had been ousted: “I always suspected that part of the shah’s plan was to build [nuclear] bombs.”[15] The Ayatollahs’ Aims Having experienced colossal military and civilian causalities during the Iraqi-triggered border war from 1980 and 1988, Iran’s leadership concluded that survival of their nation and regime were paramount. Like the shah before them, the ayatollahs turned to a nuclear program in the hope of assuaging those concerns. After the Islamic Republic reluctantly agreed to termination of hostilities with Iraq, Ayatollah Akbar Hashemi Rafsanjani laid the groundwork for the nuclear program’s recommencement. Even religious ideals which regarded nuclear and other weapons of mass destruction as haram or prohibited were cast aside. Speaking to the IRGC in October 1988, while serving as Speaker of Parliament, Rafsanjani advocated developing weapons of mass destruction “because the need for such armaments was made very clear during the [Iran-Iraq] war … [so] we should fully equip ourselves both in the offensive and defense use of chemical, bacteriological, and radiological weapons.”[16] Once a political consensus had been achieved in late 1988, Mohsen Rezai who commanded the IRGC, and now serves as Secretary of the Expediency Guidance Council, wrote to then Supreme Leader Ayatollah Ruhollah Khomeini requesting both religious endorsement and administrative permission for the revolutionary guards to initiate a nuclear weapons program. Mir Hossein Mousavi who served as Iran’s Prime Minister from 1981 to 1989 supported the request by Rezai and the campaign by Rafsanjani.[17] Although Supreme Leader Khomeini had initially been opposed to the atom’s might, they were able to sway Iran’s revolutionary founder into agreeing that “We have nothing against setting up atomic installations.”[18] So the Islamic Republic commenced fledgling steps toward nuclear power. Subsequently as two-term president of Iran from 1989 to 1997, Rafsanjani ensured Iran fully resumed its quest toward nuclearization. His presidential successors Seyyed Mohammad Khatami who held office from 1997 to 2005 and Mahmoud Ahmadinejad who has been in office since 2005 continued the energy and weapon programs set up by Rafsanjani, Rezai, and Mousavi. Khatami did suspend uranium enrichment in 2003 hoping to improve relations with the US, but legislative elections in 2004 saw resurgence of hardliners on the Iranian political scene and a recommitment to atomic goals.[19] Over the next two decades the Islamic Republic turned not only to its pre-revolutionary technology but also to foreign sources including A. Q. Khan’s illicit Pakistan-based network, North Korea, and the People’s Republic of China as it steadily built-up domestic nuclear capacity. On the political and ideological fronts, a convergence of self-preservation, nationalism, and suspicion of the West leads many Iranian leaders to embrace nuclear ambitions. Hence, like the Pahlavi dynast before it, the Islamic Republic of Iran is unlikely to abandon either nuclear power or the possibility of weaponization.[20] Indeed, negative responses to Ahmadinejad’s attempt to reach a nuclear fuel swap deal with the West in late 2009 are highly instructive. “The discussions in Geneva were really surprising … the hard work of thousands of [our] scientists would be ruined,” lamented Mousavi. Unsuccessful presidential candidate Seyyed Mehdi Karroubi accused Ahmadinejad’s administration of “trying to change its policies” rather than “observing national and religious interests.” Not to be outdone by other politicians, Iran’s Speaker of Parliament Ali Larijani claimed that “Westerners are insisting in a direction that suggests cheating us out of our nuclear rights.” Sensing the overall pro-nuclear sentiment within his administration, Supreme Leader Khamenei then expressed distain for compromise: “When we carefully look at the situation, we notice that they [the U.S. and its allies] are hiding a dagger behind their back.”[21] Present Mimics the Past with Graver Dangers Yet, the government of the Islamic Republic of Iran has consistently denied it seeks anything more than nuclear energy for peaceful purposes. But Supreme Leader Khamenei’s unconvincing words that “We do not have nuclear weapons, and we do not intend to produce them,” are reminiscent of those by the last shah and his diplomats that “Iran is not thinking of building atomic weapons.” Such statements are directed at defusing the brewing storm in Washington, London, and Jerusalem rather than for domestic policy-makers, however. Indeed, and contrary to claims of peaceful intentions, Khamenei has threatened repeatedly by declaring “Iran will respond with the same level of power,” the shah’s regime too left open the possibility of assembling nuclear warheads by claiming “the regime may revise its policy if other non-nuclear nations do.”[22] There is an essential difference in such rhetoric, however, for the shah was not threating the US, EU, Saudi Arabia, Israel, or any other nation with preemptive or retaliatory attacks nor sponsoring terrorism. So unlike the shah, much of the pressure Iran faces is a direct consequence of the confrontational positions taken by its leaders.  Nuclear weapons fitted well with the shah’s ideas of deterring external adversaries and strengthening his hold on power at home, just as similar ideas motivate the ayatollahs who run the Islamic Republic to continue enhancing their nuclear program. If the shah’s pattern of obfuscation between 1973 and 1979 is any indicator, it is unlikely that Iran’s current leaders will meet NPT obligations – even at great socio-economic cost to their citizens and fever-pitch global consternation. Worse, unlike the royal regime whose tyranny inside Iran set a model for that of the Shi‘ite clergymen, the Islamic Republic has come to be associated with threats and violence beyond its borders directed against nations and persons perceived as foes of theocratic rule. Moreover, unlike the shah, the Muslim theocrats who now govern seek to export their intolerant brand of fundamentalism to other nations with an avowed goal of “leading the world.” Equally problematic, they speak of “sharing nuclear knowledge and technology” – thereby further undermining the NPT and possibly even global stability.[23] For the ayatollahs who hold power by force at home and seek to dominate the world stage through terror abroad, nuclear weapons would serve as the ultimate deterrent against punitive consequences, international adversaries, and externally-imposed regime change. Consequently, as the shah did in the 1970s, Iran’s current leaders undoubtedly view acquisition of nuclear technology as a self-servingly rational decision even at the expense of alienating Iran from other countries.[24] Western nations, like Iran’s Arab and Israeli neighbors, were wary of the shah’s motives. Now they are downright fearful of the ayatollahs’ intentions. Even the US with its formidable military resources may only be able to set back Iran’s nuclear plans by a few years if Washington feels compelled to attack. The basic dilemma confronting nations that seek to halt the Islamic Republic’s progress toward atomic power is that rational choices do not always indicate levelheaded decision-makers. Like the shah before them, the ayatollahs resort to political paranoia on the domestic and international fronts as part of their rationale for espousing nuclear technology.[25] Yet unlike the shah’s program coming to a halt through regime change, those opposed to the Islamic Republic of Iran reaching and crossing the nuclear threshold cannot place hope on a new government emerging in Tehran anytime in the near future. The text of this work is licensed under  a Creative Commons CC BY-NC 4.0 license.  For proper attribution, please refer to the original source. [1]. Jamsheed K. Choksy, “More Documentation of Iran’s Relentless Pursuit of Nukes,” Forbes (7 November 2011), http://www.forbes.com/sites/realspin/2011/11/07/more-documentation-of-irans-relentless-pursuit-of-nukes/. [2]. Abbas Milani, “The Shah’s Atomic Dreams,” Foreign Policy (29 December 2010), http://www.foreignpolicy.com/articles/2010/12/29/the_shahs_atomic_dreams. [3] . US Department of Defense, “US Embassy Paris Cable 15445 to Department of State, Further Remarks by Shah on Nuclear Weapons,” (25 June 1974), http://www.gwu.edu/~nsarchiv/nukevault/ebb268/doc01b.pdf. [4]. US Department of Defense, “US Embassy Paris Cable 15305 to Department of State, Interview with Shah,” (24 June 1974), http://www.gwu.edu/~nsarchiv/nukevault/ebb268/doc01a.pdf. [5]. Jamsheed K. Choksy, “Why Iran’s Blue-Water Naval Ambition Matters,” The American Interest, (5 August 2011), http://blogs.the-american-interest.com/middleeast/2011/08/05/why-irans-blue-water-naval-ambition-matters/. [6]. US Department of State, “Teleconference: Henry Kissinger and Pierre Brousalette, KA13128,” (8 January 1975), http://foia.state.gov/documents/kissinger/0000D9F4.pdf. [7]. The Digital National Security Archive, “Sidney Sober, Your Meeting with the Shah at Blair House, Confidential Briefing Memorandum to Secretary of State Henry Kissinger,” (9 May 1975), http://www.liveleak.com/view?i=6a6_1181429741. [8]. Michael Elleman, “Iran’s Ballistic Missile Program,” Iran Primer (Washington, DC: US Institute for Peace, 2012), http://iranprimer.usip.org/resource/irans-ballistic-missile-program. [9]. Oliver Meier, “Iran and Foreign Enrichment: A Troubled Model,” Arms Control Association (January/February 2006), http://www.armscontrol.org/act/2006_01-02/JANFEB-IranEnrich. [10]. William Burr, “The History of Iran’s Nuclear Energy Program,” Bulletin of the Atomic Scientists (19 January 2009), http://www.thebulletin.org/web-edition/op-eds/the-history-of-irans-nuclear-energy-program. [11]. Arms Control Association, “History of Official Proposals on the Iranian Nuclear Issue,” (last updated March 2012), http://www.armscontrol.org/factsheets/Iran_Nuclear_Proposals. [12]. Olli Heinonen, “The 20 Percent Solution,” Foreign Policy (11 January 2012), http://www.foreignpolicy.com/articles/2012/01/11/the_20_percent_solution?page=full. [13]. William Burr, “A Brief History of US-Iranian Nuclear Negotiations,” Bulletin of the Atomic Scientists, vol. 65 (January 2009), pp. 24–25, http://bos.sagepub.com/content/65/1/21.full. [14]. Asadollah Alam, The Shah and I: The Confidential Diary of Iran’s Royal Court, 1969–1977 (London: I. B. Tauris, 1993) p. 453, http://www.amazon.com/Shah-Confidential-Diary-Irans-1968-77/dp/1845113721#reader_1845113721. [15]. Maziar Bahari, “The Shah’s Plan was to Build Bombs: Interview with Akbar Etemad,” New Statesman (11 September 2008), http://www.newstatesman.com/asia/2008/09/iran-nuclear-shah-west. [16]. Institute for Science and International Security, “Nuclear Iran: Nuclear History,” http://www.isisnucleariran.org/nuclear-history. For a similar statement in December 2001, see Kasra Naji, Ahmadinejad: The Secret History of Iran’s Radical Leader (Berkeley: University of California Press, 2008), pp. 118–119, http://www.amazon.com/Ahmadinejad-Secret-History-Radical-Leader/dp/0520256638#reader_0520256638. [17]. Erich Follath and Holger Stark, “The Birth of a Bomb: A History of Iran’s Nuclear Ambitions,” Der Spiegel (17 June 2010), http://www.spiegel.de/international/world/0,1518,druck-701109,00.html; and Naji, Ahmadinejad, p. 117. [18]. Harold J. Salemson and Tony Hendra, eds., Sayings of the Ayatollah Khomeini: Political, Philosophical, Social, and Religious (New York: Bantam Books, 1985), p. 17; and Naji, Ahmadinejad, p. 117. [19]. Karl Vick, “Iran’s Gray Area on Nuclear Arms,” Washington Post (21 June 2006), http://www.washingtonpost.com/wp-dyn/content/article/2006/06/20/AR2006062001584.html; and Naji, Ahmadinejad, p. 119; and Ray Takeyh, Guardians of the Revolution: Iran and the World in the Age of the Ayatollahs (New York: Oxford University Press, 2009), p. 247. [20]. Jamsheed K. Choksy and Carol E. B. Choksy, “A Nuclear Iran is Inevitable,” Forbes (19 March 2010), http://www.forbes.com/2010/03/19/iran-nuclear-sanctions-opinions-contributors-jamsheed-and-carol-choksy_2.html. [21]. Reported by Khaleej Times (29 October 2009), http://www.khaleejtimes.com/DisplayArticle09.asp?xfile=data/middleeast/2009/October/middleeast_October795.xml§ion=middleeast; Yahoo News (8 November 2009), http://news.yahoo.com/s/nm/20091108/wl_nm/us_iran_karoubi; Press TV (24 October 2009), http://www.presstv.ir/detail.aspx?id=109516§ionid=351020104; and Washington Post (4 November 2009), http://www.washingtonpost.com/wp-dyn/content/article/2009/11/03/AR2009110301397.html?sub=AR. [22]. US Department of Defense, “US Embassy Tehran Cable 5192 to Department of State, Shah’s Alleged Statement on Nuclear Weapons,” (25 June 1974), http://www.gwu.edu/~nsarchiv/nukevault/ebb268/doc01c.pdf; and Mehr News Agency, “Iran will Respond to Any Attack at ‘Same Level’: Leader,” (20 May 2012), http://www.mehrnews.com/en/newsdetail.aspx?NewsID=1562963. [23]. Jamsheed K. Choksy, “Iran’s Global Ambitions – Part I,” Yale Global (13 September 2010), http://yaleglobal.yale.edu/content/irans-global-ambitions-part-i. [24]. Fareed Zakaria, “Interview with Gen. Martin Dempsey,” CNN GPS (19 February 2012), http://transcripts.cnn.com/TRANSCRIPTS/1202/19/fzgps.01.html. [25]. Ervand Abrahamian, Khomeinism: Essays on the Islamic Republic (Berkeley: University of California Press, 1993), pp. 111–131; reprinted as “The Paranoid Style in Iranian Politics,” Frontline: Tehran Bureau (27 August 2009), http://www.pbs.org/wgbh/pages/frontline/tehranbureau/2009/08/the-paranoid-style-in-iranian-politics.html.

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The European Union was taken by surprise by the geopolitical turning point of 24 February 2022. Yet, at a time when the geography of enlargement is changing, the Union is struggling to revive a process in the Western Balkans on which its credibility and, increasingly, its security depend. The European Union’s failure to ensure that its vulnerabilities in Kosovo, Bosnia-Herzegovina and Serbia do not worsen calls for a rethink of the European policy of influence in the region. The EU’s policy of influence in the Western Balkans is based primarily on the accession process in which Albania, Bosnia-Herzegovina, Kosovo, Northern Macedonia, Montenegro and Serbia are currently participating. This process, initiated in 2000 at the Santa Maria da Feira European Council, makes these countries’ progress towards joining the EU conditional on the implementation of key reforms, with the aim of meeting the Copenhagen criteria. By pursuing this political, economic and legal convergence objective, the Union aspires to transform and shape the countries of the region in its own image. This goal reflects the ideals of the European project, from the Treaty of Rome to the Treaty of Lisbon, affirmation of Europe’s ambition to be a powerful force along its own borders. The EU’s strategy over the last 20 years has enabled the countries of the Western Balkans to be integrated into the European geography and system. And yet it has not brought them significantly closer to the door of membership. Reform proposals and a blind spot The situation is alarming. The fading membership prospects of the countries in the region, combined with political and institutional deadlocks within the EU, have created gaps into which rival powers, starting with Russia, are rushing. To offset this vulnerability, the EU has endeavoured to revive its accession policy with a series of summits and aid plans, to no avail. Under French leadership, it adopted a new approach in 2020, which emphasised the importance of the political logic inherent in the accession process, in addition to the reforms to be carried out. However, progress is slow, especially at a time when the EU faces new challenges in the East. The EU granted Ukraine, Moldova and Georgia the status of candidates for accession in 2022 —three countries whose territorial integrity is in dispute—. The EU has already opened accession negotiations with the first two countries. As the East seems to be overtaking the Balkans in the race for membership, the idea of reforming the accession process is now becoming a necessity in most capitals. The June 2022 European Council called for acceleration of the accession process. Various proposals have been put on the table: progressive accession, accession in stages, accession to the single market, setting an indicative date for accession, etc. Most of these proposals aim to further strengthen the integration of the countries in the region into the European system. They assume, as the Commission has done for the past twenty years, that integration is a guarantee of membership; that the former necessarily leads to the latter. This axiom is misleading, as the case of Northern Macedonia illustrates perfectly. The integration of the countries in the region is necessary, as are the reforms, but it is not sufficient to bring to a successful conclusion a process whose outcome, membership of the EU, is a matter of co-optation. One of the most ambitious proposals is the report released by the Franco-German Working Group on EU Institutional Reform, also known as the Group of Twelve, which is the fruit of Franco-German reflection. It has the merit of considering the enlargement of the EU in the light of the need for institutional reform, so that Europe’s ability to act and its sovereignty can finally be strengthened in a fragmenting world. The idea is to reform the accession process as part of a political project that the Union must carry forward both among its Member States and in the Western Balkans. Among these proposals, however, there is an unresolved issue: territorial disputes and disputed sovereignty, a key area in which the EU is struggling to take action. Yet what influence can the Union aspire to in the Western Balkans and beyond, if it sidesteps the most sensitive issues in Kosovo, Bosnia-Herzegovina and Serbia? These issues, which involve sovereignty, territorial integrity, irredentism and geopolitics, are of cardinal importance. It is crucial that the EU now gets involved in these areas, so that the accession policy is no longer limited to promoting the rule of law, good governance and economic integration. It is not only necessary to affirm the credibility of the Union today in the Western Balkans, but also tomorrow in the East. Is the EU at an impasse in Bosnia-Herzegovina? In Bosnia-Herzegovina, the EU is confronted first and foremost with strong irredentism in Republika Srpska, which is contributing to a poisonous climate in the country. In its report of 23 November 2023, the Council of Europe condemned inter-ethnic violence, ethno-nationalist and hate speech, the denial of genocide and war crimes, the glorification of war criminals and, more generally, the intolerance that is gaining ground. This irredentism, which has been fuelled for several years by the historic leader of the Serbian entity, Milorad Dodik, is expressed at a political level by an assertive secessionism, striving to dismantle the Bosnian state. To achieve this, the Serbian entity is trying to challenge the authority of central institutions, starting with the courts, whose decisions it is hindering. It is also challenging the legitimacy of the Constitutional Court, where international judges sit to ensure compliance with the Dayton Accords, and the authority of the High Representative, who is also responsible for the Dayton Accords. The weakening of these institutions, further exacerbated by the spectre of a secessionist referendum, would pave the way for the dismantling of other regal bodies, notably the army, posing an existential threat to the country’s sovereignty. Unsurprisingly, Russia is stepping into these cracks, as the instability in the country is hardly attracting the attention of the West. The ties forged between Republika Srpska and Russia have been strengthened against a backdrop of international tensions. While the EU was anticipating a difficult winter, Milorad Dodik travelled to Moscow in September 2022, much to the EU’s displeasure. In January 2023, Milorad Dodik honoured Vladimir Putin with the highest distinction awarded by the Serbian entity, then went to the Kremlin at the beginning of the summer to receive a distinction himself —the Order of Alexander Nievsky—. This collusion between the two men prevents the central state of Bosnia-Herzegovina from aligning itself with the European sanctions against Russia; it facilitates the penetration of Russian propaganda into the country, and gives Serbian secessionism in Bosnia-Herzegovina an international dimension, since Russia is in a position to block or slow down certain decisions relating to the international presence in the country. According to a poll published in June 2022, 89% of Bosnian Serbs have a positive opinion of Russia’s role in the country, and Vladimir Putin’s popularity is undeniable. As well as undermining the territorial integrity of Bosnia-Herzegovina, Milorad Dodik is suspected of embezzlement, corruption and nepotism. But unlike the United States, which adopted sanctions against him in 2022, the EU remains on the sidelines. And there’s a clear explanation for this. Milorad Dodik has an ally among the Member States: Hungary. Political affinities link the leader of the Serbs in Bosnia-Herzegovina to its leader, Viktor Orbán, with political and financial support given specifically to Republika Srpska. Both politicians harbour the same ideological distrust of Brussels and progressive values. On the European stage, Milorad Dodik can count on Viktor Orbán’s protection, particularly when it comes to sanctions, since Orbán opposes any decision in this regard. However, Hungary is not the only country hampering Europe’s policy of influence. Croatia is also playing a shady game. It has lobbied, through the EU, for the adoption in 2022 of an electoral reform that consolidates the power of the Croatian nationalist party in Bosnia-Herzegovina, even if it means deepening the ethnic divisions in the country. This reform, which was also supported by Hungary, ran counter to the European vision of a system based on civic rather than ethno-national identities. The EU’s response to these challenges remains limited to the (necessary) promotion of the rule of law and fundamental rights, the fight against corruption and public administration reforms. In 2019, the EU identified fourteen priorities prior to opening accession negotiations, and then granted Bosnia-Herzegovina candidate status in 2022, despite the limited progress made in this area. For this reason, France, the Netherlands and, to a certain extent, Germany were less than enthusiastic about the decision. But in the current geopolitical context, it was the position of Hungary, Austria, the Czech Republic, Slovenia and Italy that prevailed, and in the end this enabled Bosnia-Herzegovina to move forward without penalising the political elites compromising the country’s future, or calling into question their relays among the Member States. Is the EU stuck in a rut in Kosovo? In Kosovo, the EU is facing a particularly serious challenge, and it has been working for over 10 years to tackle it through the dialogue it facilitates between Belgrade and Prishtina. Yet its efforts have not led to the much hoped-for normalisation of relations between Serbia and Kosovo. In fact, the security situation on the ground has continued to deteriorate. Serbia, which opposes the country’s independence, supports pockets of instability and parallel institutions in the north of Kosovo, and fuels irredentism among a section of the Serb population that is resolutely hostile to the authority of the central Kosovan state. In March 2023, tensions arose when Kosovo Albanian mayors were forcibly prevented from taking up their duties in the north of the country, following municipal elections that had been the subject of a Serb boycott orchestrated by Belgrade. Scuffles broke out, with the participation of agitators from Serbia; the Serbian army was placed on alert, and for the first time Serbian protesters attacked Kosovo Force (KFOR) soldiers, an international NATO peacekeeping force in Kosovo under the UN mandate. Instead of incriminating Serbia and Serbian irredentism in Kosovo, the EU, at the instigation of France and Germany, adopted sanctions against the authorities and civil society in the weakest party to the dispute, Kosovo. An even more worrying incident occurred shortly afterwards, in September 2023, when a group of Serb nationalists, armed with an impressive arsenal of weapons, attacked police forces, killing a Kosovar policeman. The attack, carried out by a Kosovo Serb political leader with close links to the political party of the president of neighbouring Serbia, gave rise to considerable concern, especially as Belgrade was at the same time reinforcing its armed forces on Kosovo’s borders. Nationalist, militaristic and pro-Russian rhetoric in Serbia fuelled the perception of an imminent threat to Kosovo, along the lines of that posed by Russia in Ukraine. KFOR stepped up its presence accordingly. In Serbia, a day of national mourning was declared in response to the death of three Serb assailants killed in the shoot-out. In European capitals, the incident was condemned, but the responsibility of the authorities in Prishtina, more so than Serbian irredentism in the north of Kosovo and the diplomacy of the srpski svet in Belgrade, was singled out. These serious incidents attest to the hardening of irredentism fuelled by Belgrade. Above all, they illustrate the current impasse in the dialogue facilitated by the EU. Devoid of any strategic objective, the dialogue has been limited to preparing the ground for an illusory agreement to “normalise” relations between Belgrade and Prishtina. To this end, it focused mainly on technical issues of document recognition, border management, freedom of movement and so on. This was the case, for example, with the “historic” agreement reached in Brussels in 2013, and the dozen or so others that followed. However, these agreements have all been poorly implemented. Furthermore, the attention paid to each stumbling block, along with the resulting tensions, has led the EU to lose sight of the political objective of resolving the dispute – that of Serbia’s recognition of Kosovo as a sovereign state and of its territorial integrity. This is not one of the objectives of the dialogue. The dialogue is focusing increasingly on issues of internal governance in Kosovo. In particular, the creation of an association of Serbian municipalities in the north of Kosovo is giving rise to controversy, as it is reminiscent of the problems encountered by Republika Srpska in Bosnia-Herzegovina. But with an added pitfall. The dialogue currently supported by France and Germany is now making the granting of a form of autonomy to these irredentist municipalities a prerequisite for the “normalisation” of relations with Serbia, with no guarantee that Kosovo will eventually gain international recognition. To increase pressure on Prishtina, France, Germany and Italy have now gone as far as withholding support for Kosovo’s membership in the Council of Europe in an unprecedented move that brought about satisfaction in Belgrade and Moscow. Unable to adopt a common position on the matter due to five Member States (Cyprus, Spain, Greece, Romania and Slovakia), the EU is struggling to project a policy of influence on this issue through dialogue. Instead, it finds itself forced to manage repeated crises as a matter of urgency, to prevent the situation on the ground from flaring up. To no avail, as the incidents worsen and multiply, the EU leaves a gaping hole into which the regimes in Serbia and, unsurprisingly, Russia rush. Both have a vested interest in maintaining the status quo on this issue, which is a vector of instability, and in ensuring that the EU stays in the same rut. The EU’s limited influence in Serbia The European policy of influence is showing its limits in Serbia too. It has failed to effectively support the democratic forces in Serbia that had been protesting for months against the rise of authoritarianism there. It continues placing its faith in a regime that has continuously demonstrated its neglect for democratic processes and political pluralism. The rigged elections of late 2023, which the EU has not sanctioned, illustrates the EU’s geopolitical helplessness and incapacity to itself face a local authoritarian regime at its doorsteps. The EU, likewise, has failed to significantly influence Serbia’s foreign policy towards Russia. In 2009 Serbia entered into a strategic partnership with Russia, which was extended in 2013 to include cooperation on security and defence. This partnership paved the way for the acquisition of various Russian weapons systems (fighter aircraft, guided missiles, etc.), and for joint military exercises to be held between 2014 and 2021 with Russia and other members of the Collective Security Treaty Organization, which Serbia joined as an observer. Economically, cooperation has intensified with the conclusion in 2019 of a free trade agreement with the Eurasian Economic Union, although trade between Serbia and Russia, representing less than 10% of exchanges, remains well below that with the EU. The war in Ukraine and the EU’s policy of isolating Russia has not lead Serbia to reconsider its approach. At the United Nations, Serbia has indeed supported a number of resolutions condemning Russia’s aggression against Ukraine, without saying so loud and clear. But this has not meant that the country has aligned itself with the European sanctions against Moscow. It has only adopted measures against Belarus and pro-Russian figures in Ukraine, and dual-use technologies banned from export by the EU are said to be finding their way to Russia via Serbia. Belgrade has also failed to align itself with most of the statements made by the EU High Representative and the decisions taken by the Council in all areas of foreign and security policy. Yet this is a contractual obligation under the Stabilisation and Association Agreement (Art. 10.) it concluded with the EU in 2013. Its behaviour as a candidate country for EU membership is troubling. In June 2022, Serbia was represented at ministerial level at the official St Petersburg International Economic Forum, alongside Milorad Dodik. In August 2022, as the situation in Kosovo deteriorated, Belgrade sent Aleksandar Vulin, then head of Serbian intelligence, now deputy prime minister and figurehead of irredentism and srpski svet diplomacy in the Balkans, to the Kremlin. He was decorated by the Russian defence minister. In September 2022, Serbia signed an agreement with Russia reinforcing cooperation in foreign policy. After a few months of restraint, Aleksandar Vučić became more vocal in March 2023 when he expressed his disapproval of the International Criminal Court’s decision to issue an arrest warrant for Vladimir Putin. In September 2023, he received the Russian ambassador in Belgrade to discuss the situation in northern Kosovo, and finally, in October 2023, he met Vladimir Putin in Beijing, with whom he had a “cordial exchange”. The presence of Russian media in Serbia, and the control of the press by the Serbian authorities, means that public opinion is shaped accordingly. Criticism of the depraved and hegemonic West is commonplace, as is that of the hypocrisy of the EU, the aggressiveness of the United States and NATO, and the injustice allegedly suffered by the patriots of srpski svet. Unable to assert itself on either the issue of recognition of Kosovo or Serbia’s geopolitical orientation, the EU has also had to deal with the close ties between Aleksandar Vučić and Viktor Orbán, and their affinities with the Enlargement Commissioner, Olivér Várhelyi. These connections facilitate Serbia’s access to European funds. Despite the democratic setback and pro-Russian ambiguities in the country, in February 2023 the Commission awarded Serbia the most generous subsidy (€600 million) ever granted in the region. This is part of a package worth more than €2 billion allocated to Serbia to finance a high-speed railway line extending the section that China is currently building between Belgrade and Budapest —a project plagued by corruption scandals, but which meets the objectives of trans-European connectivity—. Likewise, when it comes to accession policy, Aleksandar Vučić finds in Viktor Orbán an influential ally in the Council, to ensure that authoritarian and pro-Russian abuses in Serbia are not punished. The serious irregularities that marred the Serbian general elections in December 2023 and the poisonous climate that reigned during the campaign bear witness to the abuses taking place in Serbia. Can a policy of alliance make up for the EU’s powerlessness? Unable to exert strategic influence on the most sensitive issues in Bosnia-Herzegovina, Kosovo and Serbia, the EU faces a major challenge. Where could it be better to practice the “language of power” than in this small, landlocked region that has been earmarked for accession? The EU, which is an imperfect power, is struggling to shake off the illusion that the transformative power it is trying to exert through its accession policy will act as a miracle cure in a region plagued by irredentism, Russian disinformation and authoritarian tendencies. This illusion may prove harmful, for the Balkans lie in the shadows of an even more complex problem in the East. Institutional reform of the EU, which in the future may make qualified majority voting the norm, will not enable the Union to project strategic and political influence overnight, at least not in these most sensitive areas. The same is true of enhanced conditionality that emphasises the rule of law. So how will this help to establish the disputed sovereignty of Kosovo and Bosnia-Herzegovina, and to anchor Serbia geopolitically in the European camp? Unfortunately, in the absence of a strong and visionary Commission, the Union cannot be expected to do much, as the Member States, and therefore the Council, do not share the same vision of the political union to which the European project should aspire. Some of them, mainly in the East, remain faithful to sovereignty and intend to resist the Union’s logic of interference everywhere. Others, such as Germany, swear by neofunctionalism and struggle to think of the (political and territorial) purpose of the European project beyond economic integration. As for France, it calls for a political deepening of the Union through a revival of intergovernmentalism but it rejects any federalist logic. These differences in vision inhibit the Union’s ability to develop a policy of influence that is not limited to a membership process that ultimately proves inadequate. To compensate for this weakness, what if the EU were to make greater use of alliances? Within the Union, this would mean strengthening coordination between Member States that share the idea that the challenges in Kosovo, Bosnia-Herzegovina and Serbia should be the subject of a strong political and diplomatic commitment that is separate from the EU accession process. The challenge for the Member States in question would be to help the Union learn the “language of power”, with the aim of consolidating the contested sovereignties of Kosovo and Bosnia-Herzegovina and changing Serbia’s foreign policy. In the Western Balkans, this logic of alliance would find support in civil society, in the opposition in Serbia and among the new generation of political leaders in Bosnia-Herzegovina. Stronger support for these progressive political forces, including on the streets, and more scathing criticism of those figures, elected or not, who are fuelling irredentism and instability in the region, would send out an important signal and, above all, develop new levers of influence.

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском I. Introduction Russia invaded Ukraine in February 2022. As the invasion enters its third year, its most immediate and visible consequences have been loss of life and large numbers of refugees from Ukraine. However, given the interconnected structure of the international political, economic, and policy systems, the ramifications of the conflict can be felt well beyond Ukraine and Russia.Much of the recent literature and commentaries have focused on the military and strategic lessons learned from the ongoing Ukraine conflict (Biddle 2022; 2023; Dijkstra et al. 2023). However, the conflict has potentially much wider global consequences for various policy areas. Robert Jervis noted that the international system is not only interconnected but also often displays nonlinear relationships and that “outcomes cannot be understood without adding together the units or their relations.” (Jervis 1997, 6).  This article focuses on the economic effects of the Ukraine war, emphasizing the energy issue, because Russia has been a major player in the global energy market.  II. Literature on the effects of wars Wars have the potential to alter the parties and “transform the future” of belligerents (Ikle 1991), they also bring about fundamental changes to the international system (Gilpin 1981).  Scholars in Economics have provided considerable analysis of the macroeconomic effects of a conflict across spatial levels: locally, nationally, regionally and internationally. Studies have examined the effects of specific wars such as the Syrian civil war (Kešeljević and Spruk, 2023) or the Iraq war (Bilmes and Stiglitz 2006). They have also examined the effects of war in general. For instance, Reuven Glick and Alan Taylor (2010) examine bilateral trade relations from 1870 to 1997 and find “large and persistent impacts of wars on trade, and hence on national and global economic welfare.” Similarly, Vally Koubi (2005) investigates the effects of inter- and intrastate wars on a sample of countries and finds that the combined pre-war contemporaneous and postwar effects on economic growth are negative.  A “war ruin” school emphasizes that the destruction caused by wars is accompanied by higher inflation, unproductive resource spending on the military, and war debt (Chan 1985; Diehl and Goertz 1985; Russett 1970). By contrast, a “war renewal” school argued that there could be longer-term positive economic effects from war because war can lead to increased efficiency in the economy by reducing the power of rent-seeking special interests, triggering technological innovation, and advancing human capital (Olson 1982; Organski and Kugler 1980). Early analysis estimated that the Russian invasion of Ukraine had an economic cost of 1% of global GDP in 2022 (Liadze et al. 2023)Some political scientists focused on the domestic consequences of war. For example, Electoral political scientists have often examined the effects of war on public opinion. A key concern has been whether war produces a “rally around the flag effects” to bolster the support of incumbent leaders – or whether war weariness can contribute to declining support for governments, including those governments committed to conflicts abroad. John Mueller (1970) was the first scholar to develop the concept of the “rally-round-the-flag”, with later scholars identifying some of the factors that may shape or mitigate the effect (Dinesen and Jaeger 2013). Kseniya Kizilova and Pippa Norris (2023) considered any rally effects during the first few months of the Ukraine war. They claim that the reason that motivated Putin’s military invasion was an attempt to boost popular support among the Russian electorate. They show evidence of a surge in support for Putin following the invasion, which persisted longer than usual in democratic systems. However, Kizilova and Norris question whether this will likely be sustained as the economic costs of the war increase.   III. Brief Summary of the Ukraine War The roots of the Ukraine war go back to the early 1990s when Ukraine declared independence from the Soviet Union. While the Ukrainian economy was still firmly tied to the Russian economy, the country shifted its political focus towards the EU and NATO. This shift culminated in the Orange Revolution 2004 and the “Euromaidan” demonstrations in 2013. Portraying the “Euromaidan” protests as a Western-backed coup, Russia invaded Crimea and declared the annexation of Crimea into Russia in March 2014. Conflict soon erupted in the Eastern regions of Donetsk and Luhansk, where Russia supported pro-Russian separatist forces (Walker 2023a). Despite attempts to negotiate a ceasefire through the Minsk Agreement I and II, the conflict in the Eastern part of Ukraine had continued (Walker 2023a), resulting in over 14,000 deaths between 2014 and 2021. Against this backdrop, on 21 February, 2022, Russia recognized the independence of Donetsk and Luhansk. Three days later, confounding most Western observer’s expectations, Russia launched a full-scale invasion of Ukraine, calling it a “special military operation”. During the initial weeks, Russia made substantial advances (CIA Fact-book 2024) but failed to take Kyiv in the face of strong Ukrainian resistance supported by Western allies. In October 2022, Russia declared the annexation of Donetsk, Luhansk, Kherson and Zaporizhzhia (even though they were not entirely under Russian control) (Walker 2023b). As of February 2025, the meeting between the US and Russia to end the war is underway. IV. The Effects of the Ukraine war The impacts of war are far-reaching and devastating. War causes immense destruction of property and loss of life. It also creates psychological trauma for those who have experienced it firsthand. War can also have long-term economic impacts, such as increased unemployment and poverty. War can also lead to the displacement of people, as we have seen the millions of refugees who have been forced to flee their homes due to conflicts. War can also have political effects, such as creating new states or weakening existing nations. It can also lead to the rise of authoritarian regimes in many post-war nations. War can also increase militarization as nations seek to protect themselves from future conflicts.  Regarding the effects of the Ukraine war, Bin Zhang and Sheripzhan Nadyrov (2024) claimed that in addition to inexpressible human suffering and the destruction of infrastructure, the economic and financial damage inflicted on European countries would be profound, especially in the context of rising inflation. The positive changes due to the conflict may occur in four areas: acceleration of the Green Deal, increased European attention to defense, improved prospects for individual countries to join the European Union (EU), and the unfolding of broader Eurasian economic integration.  The Ukraine war might have broader economic consequences. The supply chains may be affected because of the destruction of infrastructures and resources. War mobilization may affect the workforce and economic production. Actors in the economy may also act strategically to deploy resources elsewhere, to support the war effort or because the war has affected incentive structures or decide to cease production altogether because of expected losses. These effects can be local to geographical areas engulfed in conflict but also cause ripple effects to a broader regional area and the global economy. Trade, production, consumption, inflation, growth and employment patterns may all be influenced.  Figure 1: Global implications of the Russian invasion of Ukraine for the European and World Economies. Source: Peterson K. Ozili. (2022)  Ozili (2022) claimed that the scale of the Ukraine war had a negative impact on the economies of almost all countries around the world. As Figure 1 shows, the main effects of the Ukraine war on the global economy are: Rising Oil and Gas Prices – European countries import about a quarter of their oil and 40% of their natural gas from the Russian Federation. The Russian Federation is the second largest oil producer in the world and the largest supplier of natural gas to Europe. After the invasion, European oil companies will have problems getting these resources from the Russian Federation. Even before the Russian invasion, oil prices rose because of growing tensions between countries, the COVID-19 pandemic, and other factors, but remained in the $80–95 per barrel range. After the invasion, this price reached $100 and could reach $140. Natural gas prices have risen 20% since the war began. Rising gas prices can drive high inflation and increase public utility bills.  Decline in production and economic growth, rising global inflation, and the cost of living are more related to the consequences of the above-mentioned factors, especially rising oil and gas prices, which lead to high inflation and, therefore, a decline in supply and demand.  Impact on the global banking system: This factor’s negative effect will be felt more strongly by Russian banks and is associated with international financial sanctions. Foreign banks that will suffer significant damage from sanctions are those that have conducted large operations in the Russian Federation.  The Russian Federation’s export ban and its own counter-ban on imports of foreign products disrupted the global supply chain, resulting in shortages and higher prices for imported commodities. As Ozili (2022) claimed, higher inflation is a perceived negative consequence of the Russian invasion of Ukraine. As Figure 2 shows, inflation in the EU jumped in the first month of the invasion, and the increasing trend continues. EU inflation in 2022 peaked in October and amounted to 11.5%, a historical record. However, inflation has slowly declined as energy prices have gone down.  This higher inflation in Europe resulted from an increase in energy prices. As Figures 3, 4, and 5 show, energy prices in Europe skyrocketed in 2022. As Figure 3 shows, energy prices have been the most important component of inflation in the EU. Figure 2: Average inflation rate in the EU (%). Source: EurostatCreated with Datawrapper   Figure 3: Main components of inflation rate in the Euro areas.  Figure 4: Natural gas prices in Europe, January 2021- end 2024  Figure 5: Crude oil price, January 2020-January 2025 Source: Eurostat Created with Datawrapper As Figure 6 shows, the inflation rate in major EU countries such as Germany and France followed the pattern of EU countries in which inflation skyrocketed in 2022 and then slowly declined over time. Figure 6: Inflation rate in major EU countries. Source: Eurostat Created with Datawrapper  As Ozili claimed, a lower growth rate was also a perceived negative consequence of the Russian invasion of Ukraine. As Figure 7 shows, GDP in the EU was down to 3.5 % in 2022 compared to 6.3% in 2021, and it was further down to 0.8 % in 2023 because economic stagnation and high inflation caused by the Ukraine war impacted European economies. The European Commission forecasts that the European economy will grow by 0.9 % in 2024 and 1.5% in 2025.  Figure 7: Average annual GDP growth rate in EU, 1996-2025. Following the pattern of entire EU countries, growth rates in four big European countries declined in 2022 & 2023 after Russia invaded Ukraine in February 2022 and are expected to grow moderately in 2024. The growth rates in four big European countries are in Table 1 and Figures 8-11.    Figure 8: Growth rate in Germany  Figure 9: Growth rate in France  Figure 10: Growth rate in the UK   Figure 11: Growth rate in Italy    Regarding the effect of the Ukraine war on the global banking system, the effect was minimal because most international financial sanctions targeted Russian banks. The sanctions, including the ban of selected Russian banks from SWIFT, only affected foreign banks with significant operations in Russia. Many foreign banks experienced losses after several Western countries imposed financial sanctions on Russian banks, the Russian Central Bank, and wealthy Russian individuals. The most affected banks were Austria’s Raiffeisenbank, Italy’s Unicredit, and France’s Société Générale. Other foreign banks recorded huge losses when they discontinued their operations in Russia. The losses were significant for small foreign banks and insignificant for large foreign banks.  After almost 20 months into the full-scale war, Ukraine’s banking sector continued demonstrating remarkable resilience and functioning as the backbone of the real economy. No bank runs have occurred, and access to cash was maintained. In addition to crucial reforms since 2014, comprehensive measures by the National Bank of Ukraine and a strong level of digitalization are key reasons for the observed stability. However, a significant liquidity buffer is not only a sign of resilience. It also reveals a lack of lending. The bank loan portfolio declined by around 30% compared to pre-war levels in real terms.  Regarding the impact of the Russian invasion of Ukraine on European stock markets, Figures 12 and 13 show the movement of the FTSE 100 and Euro Area Stock Market Index (EU50). As seen from Figures 12 & 13, after the Russian invasion of Ukraine in February 2022, both indices showed a noticeable decline in 2022, particularly early 2022. However, both indexes showed a noticeable rise after late 2022. Although there were ups and downs in both indices in 2023 and 2024, they show upward movement from 2023 to 2025.  Figure 12: The FTSE 100 index in Europe  Figure 13: Euro Area Stock Market Index (EU50)   Regarding the global supply chain, military operations during the Russian invasion of Ukraine disrupted multiple sectors. In particular, Russia’s ban on exports and retaliatory ban on imports, including its refusal to allow foreign cargoes to pass through its waterways and airspace during the early phase of the invasion, disrupted the global supply chain.  Regarding global supply chain disruption, this article focuses on Russian oil and gas because they are the most important Russian products that affect not only Europe but also the world.  Figures 14 and 15 show a world map of the countries that exported oil and gas to Europe: the color of the country corresponds to the percentage share of the country’s exports (indicated below the Figure). In 2021, around a third of Europe’s energy came from gas (34%) and oil (31%), according to Al Jazeera’s data analysis from BP’s Statistical Review of World Energy. Europe was the largest importer of natural gas in the world. Russia provided roughly 40% and 25% of the EU’s imported gas and oil before the Russian invasion of Ukraine. As Figure 16 shows, major gas importers from Russia in 2021 were European countries. Figure 14: EU oil import sources in 2021. Figure 15: EU natural gas import sources in 2021. Source: Eurostat  Figure 16: Major EU importers from Russian Gas in 2021.  However, since the Russian invasion of Ukraine in 2022, more than 9,119 new economic sanctions have been imposed on Russia, making it the most sanctioned country in the world. At least 46 countries or territories, including all 27 EU nations, have imposed sanctions on Russia or pledged to adopt a combination of US and EU sanctions. The sanctions have strongly affected, resulting in a 58% decline in exports to Russia and an 86% drop in imports from Russia between the first quarter of 2022 and the third quarter of 2024 (see Figure 17). Figure 17: EU trade with Russia  Russia has blamed these sanctions for impeding routine maintenance on its Nord Stream I gas pipeline which is the single biggest gas pipeline between Russia and Western Europe. In response, Russia cut its gas exports to the EU by around 80% since the Russian invasion, resulting in higher gas price in Europe, as Figure 18 shows. As a result, many European countries had to rethink their energy mix rapidly. The ripple effects of higher natural gas prices were felt in Europe and around the world. One of the most immediate consequences of Russia’s cut in gas delivery and sanctions on Russia, as well as sanctions on Russian was a sharp increase in European demand for LNG imports: in the first eight months of 2022, net LNG imports in Europe rose by two-thirds (by 45 billion cubic meters compared with the same period a year earlier).  Russia’s pipeline gas share in EU imports dropped from over 40% in 2021 to about 8% in 2023. Russia accounted for less than 15% of total EU gas imports for pipeline gas and LNG combined. The drop was possible mainly thanks to a sharp increase in LNG imports and an overall reduction in gas consumption in the EU. Figure 18: Natural gas price in Europe, January 2021- December 2024  Figure 19 shows how gas supply to the EU changed between 2021 and 2023. Import from Russia declined from over 150 billion cubic meters (bcm) in 2021 to less than 43 bcm. This was mainly compensated by a growing share of other partners. Import from US grew from 18.9 bcm in 2021 to 56.2 bcm in 2023. Import from Norway grew from 79.5 bcm in 2021 to 87.7 in 2023. Import from other partners increased from 41.6 bcm in 2021 to 62 bcm in 2023. Source: https://www.consilium.europa.eu/en/infographics/eu-gas-supply/#0) Figure 19: Major EU import sources of Gas.  However, as Figure 20, shows the EU’s import from Russian gas increased in volume in 2024.  Figure 20: EU trade of natural gas with Russia     EU imports of Russian petroleum oil also dropped. Russia was the largest provider of petroleum oil to the EU in 2021. After Russia's invasion of Ukraine, a major diversion in the trade of petroleum oil took place. In the third quarter of 2024, the volume of petroleum oil in the EU imported from Russia was 7% of what it had been in the first quarter of 2021 (see Figure 21) while its value had dropped to 10% in the same period.  The EU’s share of petroleum oil imports from Russia dropped from 18% in the third quarter of 2022 to 2% in the third quarter of 2024 (see Figure 22). The shares of the United States (+5 pp), Kazakhstan (+4 pp), Norway (+3 pp), and Saudi Arabia (+2 pp) increased in this period. The U.S. and Norway became the EU’s no.1 and no.2 petroleum oil providers, respectively. Figure 21: EU trade of petroleum oil with Russia    Figure 22: EU’s leading petroleum oil providers  The EU’s de-Russification policy has successfully reduced the EU’s dependence on Russian energy. However, the EU’s de-Russification policy allowed Russian fossil fuels to flow into other regions. The Centre for Research on Energy and Clean Air (CREA), a think-tank in Finland, compiles estimates of the monetary value of Russian fossil fuels procured by each country and region (Figure 23). Figures 23 & 24 show the countries that imported Russian coal, oil and gas since Russia’s invasion of Ukraine. China has been no. 1 country that imported Russian fossil fuels most, followed by India, Turkey, and the EU. Asian countries such as Malaysia, South Korea, Singapore, and Japan are among the major importers of Russian fossil fuels.  Figure 23: Value of Russian fossil fuels purchase (January 1, 2023 to January 24, 2024)  Figure 24: Largest importers of Russian fossil fuels (January 1, 2023 to February 16, 2025)  Moreover, according to Statista, value of fossil fuel exports from Russia from February 24, 2022 to January 27, 2025, by country and type is as follows as Figure 25 shows. China have been no. 1 country that imported Russian fossil fuels most, followed by India, Turkey, Germany, Hungary, Italy, and South Korea. Figure 25: value of fossil fuel exports from Russia from February 24, 2022 to January 27, 2025, by country and type.  However, Figures 23, 24, and 25 show some differences among major importers of Russian fossil fuels. China, India, and Turkey imported more Russian oil than gas or coal, while EU imported more Russian gas than oil or coal. Interestingly, South Korea imported more Russian coal than oil or gas. If we focus on Russian oil, we know that China and India’s imports of Russian oils significantly increased, as shown in Figures 26, 27, and 28. Since the EU imposed its embargo on Russian crude oil shipments, China purchased the most from Russia, at EUR 82.3 billion, followed by India and Türkiye, at EUR 47.0 billion and EUR 34.1 billion, respectively. The EU came in fourth, with oil and gas imports continuing mainly through pipelines to Eastern Europe. Notably, the oil-producing countries of Saudi Arabia and the United Arab Emirates (UAE) purchased oil (crude oil and petroleum products) from Russia.  Figure 26: Russian Oil Exports, by country and region, 2021-2024. (Navy blue: EU, Blue: US & UK, Light green: Turkey, Green: China, Yellow: India, Orange: Middle Eastern nations) Since the advent of the Ukraine crisis, China and India have been increasing the amount of crude oil they imported from Russia. According to statistics compiled by China’s General Administration of Customs, as Figure 27 shows, monthly imports increased from 6.38 million tons in March 2022 to 10.54 million tons in August 2023. Annual imports in 2023 exceeded 100 million tons for the first time.  Figure 27: China’s monthly crude oil imports from Russia (2021 to 2023)   As Figure 28 shows, India, which historically imported little crude oil from Russia, rapidly increased its imports partly due to the close geographical distance since the Russian invasion of Ukraine. According to statistics compiled by India’s Ministry of Commerce and Industry, its imports of Russian crude oil increased from March 2022 onward, with the total amount imported during 2022 exceeding 33 million tons. Crude oil imports from Russia grew into 2023, with monthly imports in May 2023 reaching a record-high level of 8.92 million tons. Annual crude oil imports from Russia in 2023 were expected to be at least 80 million tons. Figure 28: India’s monthly crude oil imports from Russia (January 2021 to November 2023)  In conclusion, after EU ban on Russia until January, 2025, the biggest buyers of Russia’s fossil fuels are as follows as Figure 29 shows: China has been no. 1 country that imported Russian coal, and crude oil the most, while the EU has been the largest importer of Russian Gas, both pipeline and LNG. Figure 29: Which country bought Russia’s fossil fuels after EU ban until January 2025 Still, although the EU has significantly reduced gas imports from Russia since Russia’s invasion of Ukraine, the EU still is no. 1 importer of Russian gas. However, China replaced EU as the biggest buyer of Russian crude oil. China is also the biggest buyer of Russian coal. Data from January 1, 2022 to January 1, 2025 show how Russian fossil fuels have flowed by geography as Figure 30 shows. The flows of Russian energy to EU have significantly declined, while the supply of Russian energy to China, India, and Turkey has significantly increased.  Figure 30: The flows of Russian energy to regions    Despite the EU’s restrictions on Russian-sourced energy, Russia has maintained a substantial revenue level by selling it to other countries. As Figure 31 shows, Russian energy revenues have somewhat declined between January 2022 and January 2025. Russian energy export revenue was a little less than 750 million Euro in January 2025 compared to 1000 million Euro in January 2022 just before the Russian invasion of Ukraine. However, considering that Russia’s total oil and gas revenues were 72.6 billion dollars in 2020, 122.9 billion in 2021, 169.5 billion in 2022, and 102.8 billion in 2023 and that 2022 was the best year for energy revenues in recent years, Russian energy revenues after the Russian invasion of Ukraine in February 2022 was not insufficient. This in turn has blunted the effectiveness of the sanctions imposed by the West.   Figure 31: Russian energy export revenue between 2022 and 2025.  V. Conclusion  This article examined the economic effects of the Ukraine war based on the argument of Ozili (2022). This article investigated four economic aspects (Inflation, economic growth, global banking, and global supply chain) on which the Ukraine war has had impacts. This article focused on Europe and the global supply chain because Russia and Ukraine were parts of Europe and because Russian energy has had a significant impact on Europea and all around the world.  This article showed that the Ukraine war significantly affected European inflation, economic growth, stock markets, and energy markets while the war had minimal impact on global banking. However, this article showed that the economic effects of the Ukraine war on inflation, economic growth, stock markets, and energy markets in Europe were short-term. The oil and gas prices in Europe skyrocketed in 2022 and then declined slowly and continuously. In addition, growth in Europe declined in 2022 & 2023 after Russia invaded Ukraine in 2022 and energy prices jumped up. However, European countries grew moderately in 2024 and are expected to increase in 2025. The same thing happened to European stock markets. The FTSE 100 and Euro Area Stock Market Index (EU50) showed a noticeable decline in 2022, in particularly early 2022. However, both indices showed a noticeable rise after late 2022.  On the other hand, after Russia invaded Ukraine, European countries significantly reduced imports of Russian fossil fuels. The EU’s de-Russification policy allowed Russian fossil fuels to flow into other regions. After EU’s imposition of sanctions on Russian energy, Russian fossil fuels mainly went to Asian and Middle East markets, mainly to China, India, and Turkey. 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한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Does the resolutely pro-Moscow approach of the new team in Washington mean that Russia is the big winner in the Ukrainian war at this stage? That Ukraine will have resisted for three years for (almost) nothing? That the United States will reap the long-term benefits of this strategic position in Europe? And will the EU be marginalized and reduced to a secondary role on its own continent? Visible success should not obscure the strategic setbacks of the self-proclaimed winners. Ever since the second Trump administration unilaterally opened direct and exclusive talks with Russia on the fate of Ukraine in Saudi Arabia on 18 February, MAGA communicators everywhere have heralded the end of the conflict. Even if a simple ceasefire now seems highly unlikely, the new American president proclaims that he will soon lead the "peace side" to victory, since he claims to be its leader. Who knows if he will have the courage to apply for the 2025 Nobel Peace Prize himself? After three years of war, if the terms of negotiation announced last week are confirmed, we must return to the essential question of victory and the corollary question of defeat: who can claim the title of victor in this armed conflict? And, conversely, who is to be condemned to the status of the vanquished? The war of narratives has long since doubled and intensified the military war: European geopolitics is now confronted with a viral narrative that portrays Russia and the United States as winners to relegate Europeans and Ukrainians to the status of "losers". But if geopolitics feed on narratives, narratives - especially propaganda narratives - do not exhaust the strategic situation. As Machiavelli noted in Chapter XVII of The Prince: "The politician knows how to create illusions, but when it comes to assessing the strengths and weaknesses of an enemy, he must avoid relying solely on his eyes (which judge appearances) and instead use his hands (which feel reality). Let us be clear: at this stage of Ukraine debate, the reality of victory and the irreversibility of defeat are still matters of narrative. Let us plunge into reality. Ukraine, now vilified and resilient According to the Trumpian narrative broadcast everywhere today, Ukraine and its president must be treated as losers, even defeated. Everything about the behaviour of the American president and his team is aimed at hastening and consecrating the country's defeat: After having been asked to surrender its rare earth resources at rock-bottom prices, Ukraine, like the vanquished in the two world wars, is being excluded from the negotiating table on its own destiny by its self-appointed protector; its legitimate government is being openly denigrated and its legitimacy undermined; it is even being threatened with "war sanctions" to compensate the United States for the financial effort it has made to support it in the face of an illegal invasion. Beneath the strategic shift and the military evasion lies a continuity: for the United States, Ukraine is not a participant but a stake. Ukraine's symbolic defeat - that of history - is obviously compounded by its real setbacks. In addition to the 80,000 to 120,000 soldiers killed on the battlefield, the country of forty-three million people has lost more than six million refugees and millions of citizens who have been incorporated into the Russian Federation. And more than 20% of its territory is now in danger of officially falling under Russian sovereignty. Deprived by the Trump administration of the prospect of NATO membership, it risks a demilitarization comparable to that imposed on Germany after the Treaty of Versailles in 1919. At a time when symbolic defeat seems destined to go hand in hand with human and material misery, Ukraine can only save itself from despair by remembering that it has manifested its national identity - so often denied - with arms in hand. The narrative is that of a failed, slaughtered state, while the strategic reality is that of a state that has repelled the total occupation of its territory. The Ukrainians may not be the winners, but they are not "losers" reduced to an international minority. The United States, strategically discredited Can Washington, for its part, claim the trophy of strategic victory in Ukraine? Is the second Trump administration not determining the destiny of the old continent just as the Biden administration claimed to do, but in a different direction? Can't the United States now, more than ever, claim to be Europe's arbiter? Nothing is less certain: Ukraine's policies over the past decade (the Obama, Trump 1, and Biden administrations) have indeed demonstrated the United States' refusal to play a leadership role in Europe. They encouraged Ukraine's inflexibility towards Russia but failed to prevent it from annexing Crimea in 2014, escalating tensions under the first Trump administration, and then invading in 2022. It then supported it for almost three years, only to disown it in a political transition. Washington has behaved not as a leader but as an arsonist in Ukraine, declaring on the one hand that Kyiv should be free to pursue its alliance policy but ruling out any concrete prospect of NATO membership on the other. One of the main lessons of Washington's Ukraine policy is that being one of the United States' "allies" is a risky business: not only does it leave you at the mercy of sudden shifts in alliances, but it also exposes you to constant admonishment and vilification on the international stage. The Europeans have paid the price: criticized by the Biden administration for their pacifism at the start of the war, they are now being criticized, along with the Ukrainians, for failing to bring the war to an end. The United States has made no major strategic gains in this war: it has undermined its own network of allies, damaged its largest military alliance in the world, NATO, and failed to dislodge its strategic regional rival, Russia. Trump's communication tricks will not change this: the United States has suffered undeniable structural strategic setbacks in this conflict. The long Ukrainian crisis, from the Orange Revolution to the current talks, via Euromaidan and the annexation of Crimea, is the opposite of a show of strength for US international strategy: it is a financially costly and strategically ruinous fiasco. The contamination effect on Asian alliances is likely to be massive and rapid: who will want to rely on the American umbrella against the People's Republic of China? Russia, permanently "de-Europeanized What about Russia? Is it the big winner in all this? After all, hasn't it received the promise of Ukraine's non-membership of NATO, its demilitarization, and its transformation into a rump state between Russian and EU territory? In addition to the 20% of Ukrainian territory (population and natural resources) it has seized, it wants to enjoy the prestige of being treated as a strategic peer by the United States. But is this a victory, even a Pyrrhic one? In historical terms, Moscow has lost in just a few years all the investment it made in its dialogue with the West between 1990 and 2000. It has deliberately squandered its relations with its natural economic outlet: Europe. Russia has been permanently de-Europeanized and will pay the price of this divorce in the form of lower growth potential (loss of markets, investors, assets) and in the form of a substantial defence effort that it will have to maintain in the long term throughout its western part, unless political forces favorable to it come to power simultaneously in the main EU countries, which seems unlikely. Again, we must measure this success with our hands, not our eyes: Russia has not achieved all its war aims, far from it. It did not make Ukraine disappear, and it did not make NATO retreat. Will this strategic hiatus - deliberately pursued by Russia in this war - be compensated for by a successful "pivot to Asia"? At best, the People's Republic of China could give Russia the role of "brilliant second" that Prussia gave Austria-Hungary. It is not so much a Pyrrhic victory as a strategic gamble that China has taken, the payoff of which is neither certain nor substantial. The EU faces up to its responsibilities Despite the condescending statements of the second Trump administration, can the EU claim to have made any strategic gains in this war? Again, the gains are meagre and the costs high: it has made great strides in terms of its capabilities but has not moved into a war economy; it is supporting the Ukrainian state at arm's length but has not forced its way to the negotiating table. If it proves reactive and creative, it can, in the medium term, take advantage of the gaping holes left by Russia and the United States on the European scene. As a result, it can no longer attract states to its side without the threat of arms. The Union must therefore quickly resume its enlargement efforts in order not to leave any space on its doorstep. On the other hand, the United States has openly renounced its status as Europe's protector: it wants to be its ideological dynamo, its industrial and technological supplier, and its strategic dominator. If Europe does not want to be among the losers in the Ukrainian war, it must therefore resolutely take full responsibility for its own defence. The time has come.

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Trump escalates his trade war rhetoric and has just begun his second term. In response to the Colombian government's protest over the conditions of its citizens' deportation, the 47th U.S. president retaliated with a furious announcement of a 25% tariff hike, forcing Petro to withdraw his demands. Against Canada and Mexico, his neighbors and trade partners, he has just signed another 25% tariff increase. The reasons? According to Trump, their borders are a sieve for drugs and illegal immigrants. As for China, he has so far imposed a 10% tariff, though his campaign promise was 60%. In the 21st century, trade wars are one of the most controversial strategic tools in international relations. The Economy: A Geostrategic Factor Tariffs have historically been used to protect local industries and balance trade deficits. However, their current use goes beyond their original purpose. These policies have transformed global economic dynamics, reshaping supply chains and markets, and profoundly impacting geopolitical, social, and financial structures. Competitiveness and Technological Strength The contemporary use of trade wars follows a more complex and multifaceted logic. In the case of the United States, for example, the tariffs imposed by recent administrations have aimed both to limit China’s competitiveness and to preserve U.S. technological and economic supremacy. This strategy, however, is not limited to a bilateral confrontation. The United States has also imposed trade barriers on traditional partners such as the European Union and Canada. As a result, traditional alliances have become secondary to the unilateral goal of maximizing profits. This policy has been justified under national security arguments, a legal tool that has generated tensions within the World Trade Organization (WTO) and challenges the principles of non-discrimination and multilateralism that have underpinned the global trade system since the mid-20th century. The impact of these policies affects both intergovernmental relations and, directly, consumers and producers. Tariffs and the Domestic Economy The implementation of tariffs on products from China, such as technological goods and manufactured equipment, has driven up their prices in markets like the United States. As always happens when goods become more expensive, this has especially harmed the most vulnerable sectors of the population by exacerbating economic inequalities and reducing their purchasing power. To maintain competitiveness, many companies have opted to relocate their operations to countries like Vietnam, Malaysia, or Mexico, which entails transition and adaptation costs. Regionalization against Protectionism At a global level, trade wars have triggered a phenomenon of regionalization, leading to the creation of agreements such as the Regional Comprehensive Economic Partnership (RCEP), led by China and signed by countries in Asia and Oceania, and the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), which includes nations from the Pacific coasts of Asia and Latin America. Through these agreements, the signatory countries seek to counteract the effects of U.S. protectionist policies. Since 2019, the United States has blocked the appointment of new members to the WTO Appellate Body, weakening its ability to resolve disputes and increasing uncertainty, as well as the likelihood of escalating trade tensions. While regionalization forces a reassessment of the sustainability of the multilateral trade system, in this climate of instability and uncertainty, countries are searching for alternatives that ensure economic stability — though these solutions ultimately reinforce the fragmentation of global trade. Trade War and Geopolitics The impact of trade wars is also evident in the geopolitical sphere. The rivalry between the United States and China, driven in part by tariffs and technological restrictions, is redefining international alliances. On one hand, countries like Japan and South Korea have strengthened ties with the United States to counter China’s influence. On the other hand, emerging economies in Latin America, such as Mexico and Brazil, face pressure to align with one of these blocs, limiting their maneuverability and autonomy on the global stage. In Europe, tensions with the United States have led the European Union to prepare new tariffs and strengthen regulations to protect its strategic industries, such as the automotive and technology sectors. Uncertainty and Volatility While the imposition of tariffs can provide immediate benefits to the countries that implement them — whether in terms of tax revenue or political influence — their social and economic costs can be significant. Trade wars impact the flow of goods and services but also financial stability. Trade tensions increase stock market volatility, influence investment decisions, and weaken global economic growth prospects. The uncertainty generated by protectionism forces companies to adapt to an ever-changing and unpredictable environment. Trade wars have exposed the fragility of global supply chains, underscored the importance of diversifying production sources, and highlighted the need to strengthen multilateral institutions that promote fair and equitable trade. What to Do? The solution goes beyond simply removing tariffs or reversing protectionist policies; a more strategic and resilient approach is needed. This involves fostering international cooperation to address trade tensions, reforming the WTO’s dispute resolution mechanisms, and promoting the relocation of supply chains to more stable regions. Countries that impose tariffs must also consider the impact of these measures on households. Rising prices should prompt policies to mitigate growing social inequalities and protect the most vulnerable sectors. The trade wars of the 21st century reflect a complex balance between protecting national interests and preserving global stability. The key to progress lies in adopting a cooperative and sustainable approach that, beyond immediate economic benefits, also considers collective well-being and international cohesion in the medium and long term.

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Ukraine is no longer in control of its own war; great power politics have overtaken its struggle for sovereignty, as seen in its exclusion from key diplomatic negotiations and its increasing reliance on external military and economic aid. While Kyiv fights for survival, the U.S. and Russia pursue larger strategic goals, reshaping the global order. This is not a war of democracy versus autocracy—it is a battle over power and influence, with Ukraine caught in the middle. Since Russia’s annexation of Crimea in 2014 and its full-scale invasion in 2022, the U.S. has framed the war as a defense of democracy, shaping public perception and policy decisions by justifying increased military aid and economic sanctions against Russia. This framing has also strengthened NATO cohesion and rallied Western support for Ukraine, though critics argue it oversimplifies the conflict’s geopolitical realities. But this narrative masks a deeper reality: a geopolitical contest over Eastern Europe’s balance of power. The U.S. strengthens NATO to contain Russia; Russia fights to keep Ukraine in its orbit. As a result, Ukraine’s ability to act independently is shrinking. At the core of the conflict is a long-standing power struggle between Washington and Moscow. The U.S. aims to maintain dominance over European security, while Russia seeks to dismantle the post-Cold War order that placed NATO on its borders. The Kremlin has repeatedly warned that Ukraine’s Western alignment is a red line, but U.S. policymakers have dismissed these concerns as revisionist grievances rather than legitimate security threats. This deadlock has turned Ukraine into the focal point of an escalating power struggle. For Russia, the war is not just about territory—it is about status. Vladimir Putin frames the conflict as a defense against Western encirclement, citing NATO’s expansion and U.S. military aid to Kyiv as provocations. Moscow’s broader goal is to force a realignment in European security, one that recognizes Russia’s sphere of influence and weakens U.S. hegemony. Under Joe Biden, the U.S. provided billions in military and economic aid to Ukraine, arguing that supporting Kyiv was essential for upholding the liberal order. However, as the war drags on and domestic concerns over foreign spending grow, this approach is being reassessed. With Donald Trump’s return to the White House, U.S. policy has shifted toward a transactional approach, a shift that became evident when he excluded Ukraine from recent U.S.-Russia negotiations in Saudi Arabia, dismissal of NATO allies’ calls for a unified stance against Russia, and willingness to negotiate directly with Vladimir Putin—effectively sidelining Kyiv from key discussions that will determine its future. His strategy prioritizes economic agreements over direct military support, shifting U.S. engagement toward a pragmatic recalibration of interests. This shift was further highlighted during the recent confrontation between Trump and Ukrainian President Volodymyr Zelenskyy at the White House. The meeting, originally intended to finalize a U.S.-Ukraine rare-earth minerals deal, devolved into a heated exchange. Trump accused Zelenskyy of being “disrespectful” and “gambling with World War III,” revealing deep fractures in U.S.-Ukraine relations. The cancellation of a planned joint press conference underscored the breakdown in diplomatic relations, signaling that Ukraine’s leverage in negotiations with Washington is diminishing. The Trump administration’s treatment of Zelenskyy serves as a stark warning to smaller nations reliant on Western support. It highlights the precarious nature of alliances based on strategic convenience rather than genuine commitment to democratic values or sovereignty. Ukraine, once a symbol of Western resolve against Russian aggression, is now being subjected to political maneuvering that undermines its struggle for self-determination. The world is witnessing how great powers prioritize their own interests above the survival of their supposed allies, reinforcing the notion that smaller states can never fully trust the policies of global hegemons. This behavior is not just characteristic of Trump and his administration but is a fundamental aspect of how great powers operate. They perceive their own interests and ideological positions as superior to those of smaller nations, imposing their will under the guise of strategic necessity. The treatment of Ukraine illustrates this dynamic vividly—portraying Ukraine’s justified struggle for sovereignty as though it were a reckless endeavor rather than an existential fight against aggression. The U.S. and its allies, despite claiming to defend Ukraine, have manipulated its war effort for their own geopolitical advantage while simultaneously blaming Ukraine for the very crisis it was forced into. Trump recently emphasized this approach in a statement following a meeting with President Emmanuel Macron at the G7 Summit. He highlighted a proposed “Critical Minerals and Rare-Earths Deal” between the U.S. and Ukraine, describing it as an “Economic Partnership” aimed at recouping American investments while aiding Ukraine’s economic recovery. Simultaneously, he revealed discussions with President Vladimir Putin regarding an end to the war and potential U.S.-Russia economic cooperation, signaling a shift away from military support toward economic and diplomatic agreements. However, tensions flared when Trump and Vice President JD Vance berated Zelenskyy during his February 28 visit, accusing him of ingratitude and pressuring him into a peace deal on U.S. terms. The heated exchange led to the cancellation of a joint press conference and minerals deal signing ceremony. Zelenskyy left the White House abruptly, further deepening the rift between Ukraine and its supposed ally. The public fallout reinforced how great powers prioritize their own strategic interests over the sovereignty of smaller nations, leaving Ukraine increasingly sidelined in decisions that determine its fate. As global power struggles intensify, Ukraine finds itself increasingly excluded from decisions about its own future. Kyiv remains committed to its defense, but external actors—Washington and Moscow—are negotiating their interests over Ukraine’s fate. President Volodymyr Zelenskyy’s exclusion from key diplomatic discussions, such as the Saudi-hosted talks, underscores this reality. While Biden framed Ukraine as a vital partner in the West’s struggle against Russia, Trump’s approach suggests that Kyiv’s role may be reduced to a bargaining chip in a larger geopolitical realignment.  The Ukraine crisis illustrates the brutal calculus of great power politics, where smaller states become instruments of broader strategic struggles. The U.S.-Russia rivalry has dictated the war’s course, with shifting U.S. policies—from Biden’s interventionism to Trump’s pragmatism—reshaping its trajectory. As Washington and Moscow explore possible diplomatic realignments, Ukraine’s sovereignty risks becoming secondary to great power interests. Great powers dictate the terms of war and peace, leaving Ukraine with fewer choices of its own. The question is not whether Ukraine will survive, but under whose terms it will exist. The text of this work is licensed under a Creative Commons CC BY-NC 4.0 license.  For proper attribution, please refer to the original source

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском In January 2002, the city of Goma, located in the east of the Democratic Republic of the Congo, lay in ruins. The cause was not the Great African War,[1] which had been ravaging the country for several years. The war’s first rebellion had, in fact, started here in August 1998, when Banyamulenge-Tutsi fighters, led by a former ally of President Laurent-Désiré Kabila and backed by Rwanda (where Paul Kagame has ruled since the 1994 genocide), seized control of much of Congo’s resource-rich northeast. By early 2002, tensions were mounting between Rwanda and the Congolese Banyamulenge, while peace talks, facilitated by South Africa, were finally on the horizon. In January 2002, Goma—a city on Lake Kivu’s northern shore, at the foot of the Virunga Mountains—was still in rebel hands. But it also sat just 14 kilometers away from Nyiragongo, a volcano whose lava, low in silicates, moves fast—up to 100 km/h during an eruption. When Nyiragongo erupted, it took just hours for the lava to reach the city center, displacing over a million people and pushing the region toward yet another humanitarian disaster. The region teetered on the brink of it—yet again. Fast forward to January 2025, Goma once again made global headlines. This time, it was not because of a volcano, though the city’s situation did not look too different at first glance. On January 25–26, the M23 rebel group—born in 2012, partly from the remnants of the Congolese Rally for Democracy (RCD) that rebelled in 1998—launched a major offensive in North Kivu. Within days, they captured key locations in and around Goma, including Mount Goma, the airport and the TV station, though the city remained contested. The rebels also seized the nearby towns of Saké and Minova—both crucial for Goma’s supply lines—and started advancing into South Kivu, toward Bukavu, the provincial capital, and Nyabibwe, a key tin-mining site. Clashes led to a fire at Munzenze prison, allowing some 3,000 inmates to escape, adding to the chaos not only in the country’s northeast but also in the capital. On Tuesday, January 28, frustration over international inaction spilled onto the streets of Kinshasa, where mobs targeted embassies, including those of the U.S. and France. Any hope for de-escalation between the DRC and Rwanda now seems all but shattered: borders and embassies are shut, and most openly accuse Kigali of backing M23. Meanwhile, Rwanda remains under the firm grip of Paul Kagame, who was reelected in July 2024 for a fourth term with 99.15% of the vote—an election whose legitimacy, notably, did not raise many eyebrows in the West. Meanwhile, in Goma, early estimates suggest that one in five residents—out of a population of two million—has been forced to flee their homes, even before the conflict reached the current level of intensity. There is no electricity, and shortages of water, food and fuel are worsening, while UN humanitarian efforts appear to be scaling down rather than ramping up. Roots of the conflict The escalation in eastern DRC began long before alarming headlines started appearing in the media. But how far back do we go? Options are open and include: • 2022, when tensions steadily rose as M23 expanded its territorial control in eastern DRC;• 2021, when M23 resurfaced after its military defeat in 2013;• 2012, when M23 first emerged, reached its peak capturing Goma;• The Second Congo War (1998–2003), or even further back to the colonial era, when the ethnic dynamics that now fuel the conflict first took shape to complicate the current events. At this point, one might ask: who are the Banyamulenge and why are they closely linked to Rwanda? The answer lies in the history of the Lake Kivu region, home to multiple ethnic groups. Many of these groups can be classified under the broader linguistic umbrella of Kinyarwanda speakers—meaning they speak different variations of the same language and live not only in Kivu but also in Rwanda. Their core identity lies in ethnic categories such as Hutu, Tutsi or the lesser-known Twa. However, many other ethnic groups in eastern DRC do not see Kinyarwanda as autochthonous (indigenous), which fuels tensions and conflicts, both socially and politically. In response, Kinyarwanda-speaking communities have emphasized their Congolese, rather than Rwandan, identity by adopting local geographic names instead of ethnic labels. That is why we hear terms like Banyabwisha, Banyamasisi and Banyamulenge. Banyamulenge literally means “people from Mulenge,” a highland plateau in what is now South Kivu province. The issue of indigenous status is far from theoretical. On a practical level, perceptions of who is autochthonous and who is not dictate access to land, resources, and political rights and influence. And since power dynamics between ethnic groups in the region are constantly shifting—along with the broader political landscape in the country—so too are identity categories based on autochthony. For instance, the Hutu population in Goma often considers itself more “native” than the Tutsi. One reason for this is that Hutu and Tutsi were arriving in eastern DRC at different points in history: • The earliest waves of migration reached Kivu before the arrival of European colonizers (Germans and Belgians).• The second wave was engineered by colonial authorities, who sought loyal local administrators (such as the Banyamulenge) and a larger labor force for their plantation economy—since Kivu did not have enough workers.• Between 1959 and 1963, Rwanda was shaken by the “Wind of Destruction”—a revolution that overturned Belgian-backed Tutsi rule in Rwanda–Urundi and brought the Hutu to power in an independent republic. Thousands of Tutsis fled, settling in Kivu, where they became known as the “fifty-niners.”• Finally, after the 1994 Rwandan genocide, when Hutu extremists turned their weapons against the Tutsi, the “defeated” Hutu (Banyarwanda) fled to eastern Congo, adding yet another layer of instability to the region. Over time, Congolese authorities treated different “waves of migrants from Rwanda” differently, adjusting their policies to fit the political expediency. They repeatedly changed citizenship laws, granting or stripping Kinyarwanda speakers of political rights. For example, a new law established 1885 as the official “cut-off date” for autochthony, effectively denying voting rights to most of the Banyamulenge—a decision that was enforced during the 1982 and 1987 elections. Unsurprisingly, this political and social exclusion created (and continues to create) fertile ground for mobilization and conflict under various pretexts. In the 1990s, for instance, many Congolese Tutsi, whose ambiguous citizenship status left them disconnected from Congo, joined Paul Kagame’s Rwandan Patriotic Front (RPF), which took control of northern Rwanda and later ended the genocide by capturing Kigali. A few years later, the Banyamulenge threw their support behind Laurent-Désiré Kabila’s Alliance of Democratic Forces for the Liberation of Congo-Zaire (AFDL), which helped Rwanda’s new government partially “resolve the issue” of Hutu refugees who had fled to Congo. After fleeing Rwanda in the aftermath of the genocide, many Hutu militants eventually rebranded themselves into the Democratic Forces for the Liberation of Rwanda (FDLR). The presence of both Hutu and Tutsi armed groups in eastern Congo effectively transplanted Rwanda’s ethnic conflict across the border. And both the Congolese and Rwandan governments found ways to manipulate this struggle to serve their own interests. This historical context is important to highlight the complex and often contradictory dynamics among the seemingly related ethnic groups living around Lake Kivu. The various ethnic communities in the area are fractured by competing interests, historical grievances and shifting alliances, with numerous armed factions operating on the ground. While Kinshasa and Kigali may view them as proxies, they fall short of full control over these groups, whose actions are often dictated by immediate gains and local rather than regional political interests. The Volcanic Republic On the other side of the border, in Rwanda, the notion of autochthony carries a different significance. Many Rwandans believe that a split of the Banyarwanda (“people from Rwanda” as opposed to Kinyarwanda, “people speaking Rwandese”) between two countries was a colonial construct, imposed by European powers, suggesting that borders in the region are quite artificial. A more extreme version of this narrative argues that Rwanda was historically much larger: “From a vast country that covered swathes of eastern Congo, southern Uganda and north-western Tanganyika, Rwanda became the tiny hill of Central Africa,” a perspective echoed by Rwanda’s formal President Pasteur Bizimungu in 1996. But this is more myth than reality as this claim oversimplifies history and ignores ethnic distinctions. More importantly, it fails to acknowledge that eastern Congo was never under a sustained Rwandan rule—neither before nor after colonization. Still, the idea of a “Greater Rwanda” breeds and fuels certain revanchist sentiments in some corners of Rwanda’s leadership. That is why many Congolese believe Rwanda is trying to carve out a “Volcanic Republic” (République des Volcans) in Kivu—a proxy state that would give it direct access to the region’s vast natural resources. Rebel leaders themselves reinforce these fears. For instance, Laurent Nkunda, leader of the National Congress for the Defense of the People (CNDP)—a faction that split from the Rally for Congolese Democracy (RCD) that rebelled in 1998 and maintains strong ties to Rwanda through Banyamulenge–Tutsi networks—argued: “If there had been no colonization, and thus the creation of totally new and artificial territorial entities in Africa, today’s Congo would never have existed for sure; but Bwisha would certainly be here as a transvolcanic province of ancient Rwanda.” Ultimately, this has for a long time contributed to both inter- and intra-ethnic tensions in the region, with shifting political, territorial or even personal allegiances of the groups. Who are the M23? To answer this question, we must once again trace the evolution of rebel groups in eastern DRC. During the First Congo War (1996–1997), Tutsi rebels, under the leadership of Laurent-Désiré Kabila[2] and with open support from Rwanda and Uganda, succeeded in toppling Mobutu Sese Seko, who had ruled since 1965 with support from the West. As the Cold War ended, Mobutu had outlived his usefulness by the 1990s, allowing Laurent-Désiré Kabila to take power. The problem was that many in Congo viewed Kabila as a Rwandan pawn. When he tried to shake off Kigali’s influence, the Second Congo War erupted (see above). Rwanda (and partly Uganda) responded by backing a new rebel group—the Rally for Congolese Democracy (RCD)—which included Tutsi fighters. But when the war stalled, in part due to SADC’s military intervention led by South Africa, the RCD splintered. Its most powerful faction—RCD-Goma—held onto North and South Kivu, although Rwanda’s military remained the true power behind the scenes. In 2002, the Sun City Accords allowed Joseph, Laurent-Désiré Kabila’s son, to stay in power while granting RCD-Goma and the Uganda-backed Movement for the Liberation of Congo (MLC), operating in northern Congo, formal status as legitimate political actors. As part of the deal, Rwandan and Ugandan troops withdrew from the DRC. By 2006, Joseph Kabila sought to consolidate his rule, but his 2007 election victory triggered clashes in Kinshasa with the MLC and a fresh Tutsi-led uprising in the east. This time, it was the Tutsi-dominated National Congress for the Defence of the People (CNDP), a faction that grew out of RCD-Goma. Neither Congolese troops nor UN peacekeepers could stop the CNDP’s advance. The rebels seized control of key mines and supply routes, though they ultimately failed to capture Goma—largely due to their lack of legitimacy and support locally. However, after a peace agreement reached between Kinshasa and the CNDP on March 23, 2009, the Congress formally transformed into a political party, while Joseph Kabila remained in power. In 2011, the CNDP suffered a crushing defeat in parliamentary elections, while Kabila retained the presidency, even as virtually all support for him in the east collapsed. Trying to preempt another rebellion, he decided to redeploy former CNDP fighters, who had by then been “integrated” into the Congolese army, away from the east. At the same time, he moved to arrest their leader, Bosco Ntaganda[3], who had been wanted by the International Criminal Court (ICC) since 2006. This strategy backfired, triggering a new rebellion and the birth of M23, named after the peace deal of 2009, which they claimed Kinshasa had violated. M23 started out small (around 300 fighters in April 2012) compared to its predecessor, the CNDP, it quickly followed in its footsteps and even captured Goma in November 2012. However, this was a step too far for the international community, which quickly mobilized efforts to crush M23 militarily. By 2013, the group had suffered an irreversible defeat—or so it seemed at the time. Paradoxically, however, it was not military pressure alone that led to M23’s downfall. After years of continuous conflict, the rebel leaders—who had transitioned from the RCD to the CNDP and then to M23—had lost much of their political credibility. While they claimed to defend the interests of Congolese Tutsis and protect them from the Democratic Forces for the Liberation of Rwanda (FDLR)—a Hutu militia hostile to Tutsis and Kigali—in reality, their real struggle was internal as they competed for power among themselves (M23 changed leadership just one month into the rebellion) and became ever more dependent on Rwanda’s direct military support, which further eroded their local legitimacy and claims to autochthony. Their rhetoric was highly populist, filled with calls for a nationwide revolution, but it failed to address the real concerns of Congolese Tutsis. Military control never translated into political support. By 2013, they were isolated and crushed. The remnants of M23 retreated over the border into Rwanda. With M23 collapsing, its factions splintered into local militias, losing any ideological pretence but continuing to operate along ethnic and materialist lines. The presence of a growing number of armed factions in eastern Congo as well as their constant fracturing is one of the reasons why the conflict has such a complex mosaic to it. Adding to the complexity are the Wazalendo (“patriots” in Swahili)—quasi-governmental militias, some of whom originated from the old Mai-Mai militias that once fought the CNDP. While they may oppose M23, they are far from a unified front. Instead, they operate independently, often pursuing economic interests not too dissimilar from those of M23 and expanding their political clout at the local level. Some of their leaders, too, have been hit with international sanctions. Rather than trying to rein the Wazalendo in, the government in Kinshasa has tolerated their presence, effectively militarizing governance in the country’s east—preferring to co-opt their influence rather than risk another line of conflict. When Goma fell in 2012, it forced the DRC government into something it is now desperate to avoid: direct negotiations with M23. The Kampala Dialogue dragged on for about a year, but it was hardly a real political process. By the time an agreement was reached—where M23 renounced rebellion and agreed to disarm, demobilize and reintegrate—the group had already been militarily defeated and was no longer a real negotiating force, nor was it a pollical actor. The retreat of M23’s remnants into Rwanda only reinforced Kinshasa’s stance: there was no point in talking to a fractured and disorganized rebel group with no clear political vision. If any real negotiations were needed, they had to be with Rwanda, not M23. The group’s main goal had always been controlling the resources and getting the rent—for its leaders, this was about profits, not politics. Even for ordinary M23 fighters, ideology often took a backseat to personal loyalty toward commanders they had known since the CNDP days or before. Volcanoes and minerals In May 2021, Nyiragongo erupted again. While this was just a coincidence, by November 2021, M23 had risen “from the ashes.” Crossing over from Rwanda, they returned to North Kivu, just as they had in 2012, and began their operations in Rutshuru—a town 30 kilometers from Rwanda, home to both Tutsis and Hutus (many of whom had settled there after the Rwandan genocide). Controlling Rutshuru is rather lucrative, as the region holds one of the world’s largest deposits of pyrochlore (a niobium oxide essential for electronics, aerospace, defense and other industries) as well as several gold mines. Without diving into the complex web of connections, it is worth noting that niobium/tantalum became Rwanda’s fifth-largest export in 2022—making it the ninth-largest exporter globally (accounting for 3.35% of global exports and surpassing the DRC’s less than 2%). Thanks to volcanic activity, the provinces on Lake Kivu are especially rich in highly sought-after minerals. North Kivu alone holds deposits of tantalum, cassiterite, cobalt, tungsten, gold, diamonds, tourmalines and pyrochlore. The problem, however, is that mining here is anything but transparent. Most extraction is artisanal, lacking proper environmental, safety or any oversight. The world’s growing demand for critical minerals is only making things worse in eastern DRC. The country relies on mining for 35–40% of its government revenue, and the mining sector is a key pillar of economic growth. However, agreements with Kinshasa do not always guarantee real access to resources. Even within a single province, competing power structures—provincial politicians, the Congolese military, local armed groups, and rebels proxy-linked to the neighbour country—can all contest control over mining sites. Rather than declining, illicit mineral exports—regardless of how they flow—have only increased in recent years, as global demand for these minerals surges and more competition kicks in. Eastern DRC has an estimated 2,500 mining sites—each one sustaining local armed groups and ensuring that the cycle of conflict remains unbroken. Since 2021, the EU and the U.S. have taken a much more proactive stance on critical minerals as new policies were introduced, partnerships with countries like the DRC and Rwanda have been strengthened, and steps have been taken to secure supply chains for critical raw materials while also developing a joint procurement platform. Around the same time, M23 made its comeback. While no direct causal link can be established, it can be suggested that close ties between the West and Rwanda have at the very least given Kigali the confidence to act without major international backlash. It is also probable that Rwanda indirectly controls eastern DRC’s resources through M23, since the group’s successes heavily depend on Rwandan military and logistical support. If these assumptions are correct, Western powers may well see Rwanda as a more reliable and predictable partner—one that could secure their resource interests in the region, something Kinshasa has failed to do for years due to its geographical and political detachment from the conflict zone. However, the situation is more complex than it seems. As M23 expands the territory under its control, it is not just gaining land—it is also increasing its ability to tax local populations. In late 2023, estimates suggested that M23 was collecting around $69,500 per month through various forms of taxation. This steady cash flow, combined with subsistence farming and local trade, actually sustains M23’s daily operations far more than mineral resources do. Extracting value from minerals is a slow, complex and difficult-to-control process, making it a less immediate source of funding for the rebels. So, while minerals are undeniably a catalyst for conflict and something that attracts both regional and global players, they are not the main factor keeping M23 alive. It would be a mistake to view it as the sole driving force behind instability. Even if access to resource extraction were cut off, M23 would still find ways to profit from controlling eastern DRC—which means the conflict in eastern DRC will persist regardless of changes in the resource trade. Why is the conflict exploding now? After its resurgence, M23 has been playing a long game, slowly building momentum for a decisive push. Until the right conditions were in place, they pushed forward assertively but carefully—avoiding an escalation that could bring the same level of international scrutiny as in 2012–2013, when it led to their defeat. In May 2022, M23 tested the waters near Goma but was repelled by the Congolese army and UN peacekeepers. A month later, in June, they triggered a “small-scale” humanitarian crisis at Uganda’s border by seizing the town of Bunagana, forcing thousands to flee—including Congolese soldiers. This move allowed them to control trade routes between Uganda and the DRC, giving them a stronger foothold. By February 2023, they had captured Mushaki and Rubaya, securing control over mines that produce nearly half of the DRC’s coltan output. And the more territory they controlled, the stronger their ranks grew. Meanwhile, there were several failed attempts at diplomacy. In April 2022, the Congolese government agreed to direct talks with several rebel groups in Nairobi, but nothing came of them. In July 2022, Angola attempted to broker a ceasefire, but violations by both sides rendered it ineffective. March 2023 saw new peace agreements, but these quickly collapsed, too. By December 2023, negotiations between the DRC and Rwanda had failed, further escalating tensions in Kivu. At the same time, public frustration with the perceived inaction of UN peacekeepers reached a boiling point. In August 2022, protests erupted in Goma and surrounding areas, targeting MONUSCO, the UN peacekeeping mission deployed since 1999, by far the most costly in UN history. That same month, the East African Community (EAC) deployed a regional task force, but it was stationed in South Kivu rather than North Kivu, where the crisis was most acute. Their presence often led to M23 not being fully removed, but simply repositioning and sometimes coexisting with peacekeepers, as seen in Bunagana. Many locals viewed troops from Burundi and Kenya as little different from the “occupiers” from M23. In the end, the Congolese government demanded the withdrawal of the EAC contingent by December 2023. That same month, after repeated appeals from DRC President Félix Tshisekedi, the UN Security Council adopted a resolution to withdraw MONUSCO from South Kivu and scale down its activities in other provinces. By the end of 2024, the mission was set to be fully dismantled. For M23, this was the perfect storm. The failures of international peacekeeping efforts, along with the stagnation and futility of negotiations—regardless of the mediators or external pressures on Rwanda and the DRC—ultimately played into M23’s hands. Though internal divisions persisted within the group, they understood that their window of opportunity was approaching. The arrival of SADC peacekeepers—who replaced the EAC forces—did little to change things. South Africa, the largest contributor, has been unwilling to fully commit. Public opinion largely views the casualties among South African troops as unjustifiable, while the country’s military is perceivably lacking the necessary preparedness for operations of such complexity, as is the case for eastern Congo. Throughout 2024, M23 laid all the groundwork to make their rapid advance on Goma possible in January 2025. In February 2024, they seized Shasha, a critical choke point controlling access to Goma’s supply routes. Around the same time, they came close to capturing Saké, which they fully took over in 2025—though sporadic shelling never ceased. By May 2024, half of Masisi Territory was under their control. Looking at the maps tracking M23’s territorial expansion compared to their 2012 peak when they first took Goma, it becomes painfully clear: their march toward Goma was never a question of ‘if’—only ‘when.’ Source: IPIS It appears that M23—and quite so Rwanda—have learned critical lessons from their 2013 defeat. Back then, as previously noted, the movement lacked both a political leader and a clear agenda, aside from an empty call for revolution across the DRC. Now, however, a major political figure has entered the scene: Corneille Nangaa has arrived in Goma, now under M23’s control. Formerly the head of the DRC’s National Electoral Commission, he was the one who validated Félix Tshisekedi’s contested victory in the 2018 elections. However, by 2023, tensions with Tshisekedi escalated, leading Nangaa to break ranks and align himself with M23. For the movement, he represents their first national-level political figure, unaffiliated with the Tutsi. Moreover, Nangaa has his own vision for the conflict: “In Congo, we have a non-state. Where all the armed groups have sprung up, it's because there’s no state. We want to recreate the state.” This suggests that the endgame for the current iteration of the conflict could be about securing political power in Kinshasa. This, in turn, echoes the dynamics of the First Congo War. Meanwhile, international mediators continue to flounder. Turkey has been dismissed, Angola’s peace talks have gone nowhere, South Africa has suffered reputational damage that led to tensions with Rwanda, and France’s shuttle diplomacy has achieved little. The EAC and SADC emergency summits continue, but this all with little coordination or tangible impact—each actor is seemingly pursuing their own interests, hoping for a chance of breakthrough. In stark contrast, M23 has moved with confidence and clarity, seeking solid control over eastern DRC and now willing to install an ally (at least) in Kinshasa.