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Diplomacy
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European security thorns in the Western Balkans

by Florent Marciacq

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.

Energy & Economics
The oil industry of Russia. Oil rigs on the background of the Russian flag. Mining in Russia. Russian oil export. Russia in the global fuel market. Fuel industry.

The Economic Impacts of the Ukraine War: focus on Russian Energy

by World & New World Journal Policy Team

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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Defense & Security
Toronto, Canada - February 17 2024 Trump says he has spoken to Putin and agreed to negotiate Ukraine ceasefire

Ukrainian war: self-proclaimed winners and real losers

by Cyrille Bret

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.

Energy & Economics
concept background of US China trade war banknotes on chess board

Trade wars undermine multilateralism, fuel market volatility, and create uncertainty

by Armando Alvares Garcia Júnior

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.

Defense & Security
Unite State, Russia ,china and Ukraine on chessboard. High quality photo

Opinion – Ukraine’s Future Is Not in Its Own Hands

by Mazlum Özkan

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

Defense & Security
Flag of Congo Democratic painted on the cracked wall with soldier shadow

Goma, the City on the Volcano

by Nikita Panin

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.

Diplomacy
Toronto, Canada - Feb 04, 2025 - Trade War between Canada and United States of America

Trade War with the U.S.: How Trump’s Tariffs Are Reshaping Canada’s Political Landscape Ahead of Elections

by Dr. Maria V. Solyanova

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском With the arrival of the Donald Trump administration, trade relations between the United States and Canada have undergone significant changes, particularly in light of the introduction of new 25% tariffs on Canadian goods, including automotive products, steel, and aluminum. These measures are justified as a "national threat" due to migration and drugs [1]. In response, Canada imposed reciprocal measures worth $155 billion, affecting food products, alcohol, electric vehicles, and aerospace products [2]. Experts predict that these mutual restrictions could reduce Canada's GDP by 2.6%, while the U.S. GDP could decline by 1.6% [3]. Additionally, a revision of the U.S.-Mexico-Canada Agreement (USMCA) is expected. The Trump administration intends to evaluate trade imbalances and their impact on jobs, which could lead to a shift from a trilateral agreement to bilateral agreements. Risks of this revision include tightening rules of origin for the automotive industry, pressuring Canada to open its dairy market, and using the USMCA as leverage to address border security and migration issues. There is also an expectation that the U.S. will attempt to include border security and military spending issues in trade negotiations [4]. Through these actions, the United States could push Canada toward closer dialogue with China, strengthening its role as an alternative market for Canadian resources and becoming another significant factor in the changing trade dynamics between the U.S. and Canada. In the midst of the trade war with the U.S., Canada was left without clear leadership due to the resignation of Justin Trudeau and the suspension of parliament until the end of March. Not only did this lead to a split within the Liberal Party, with its members simultaneously competing for leadership and attempting to formulate a response to the external threat, but the lack of a unified strategy also weakened the country's position in negotiations with the U.S. administration. Amid the crisis, the provinces took matters into their own hands, increasing pressure on Ottawa. The introduction of tariffs has caused a split between the provinces, whose economies depend on trade with the U.S. in different ways. Newfoundland Premier Andrew Furey called the tariffs an "existential threat" and demanded tough retaliatory measures, including sanctions on critical minerals important for the American industry [5]. Meanwhile, Ontario, home to the automotive industry, which accounts for about 25% of the province's GDP, is demanding an aggressive response from the federal government to the U.S. actions. Preparing for early elections, the province announced a $23 billion business relief package, as well as reciprocal tariffs on American goods, including alcohol and home appliances, setting a precedent for other regions [6]. Alberta, where oil and gas exports make up 68% of the economy, opposed the ban on shipments to the U.S. Premier Danielle Smith called such measures "harmful to Canadians" and urged targeted retaliatory actions, such as tariffs on goods from "red states" [7]. British Columbia and Quebec opted for symbolic sanctions. Premier David Eby, for instance, imposed a ban on alcohol imports from Republican states and announced a priority for Canadian goods in government procurement [8]. Quebec, whose aerospace industry is closely tied to the U.S., has so far limited itself to strong rhetoric. The conflict of interest also emerged in the issue of internal trade barriers. The Trudeau government announced plans to eliminate interprovincial trade barriers, which are said to reduce GDP by $130 billion annually [9]. However, provinces with developed agriculture (Manitoba, Saskatchewan) are blocking the liberalization of the meat market, while Ontario and Quebec are defending the retention of dairy quotas. Premier of Nova Scotia Tim Houston, as a symbol of this systemic issue, criticized the inability to "ship a bottle of wine across the provincial border" [10]. Interprovincial and intergovernmental escalation could strengthen Canadian regionalism. According to the "B.C. Economic Forecast", 25% tariffs could cost British Columbia 120,000 jobs, while Ontario would lose 200,000 [11]. This will likely lead to increased demands from regions for a redistribution of federal subsidies, becoming a factor that threatens the unity of the country. So far, provinces are acting separately, from Ontario’s push for infrastructure investments to British Columbia’s initiative to accelerate projects in remote regions. The federal government is facing criticism from opposition parties that are calling for more support for the population rather than businesses, warning of rising prices for food and fuel. The Conservatives and the New Democrats have responded decisively, urging immediate action to protect Canadian workers and industries from the impact of tariffs. Pierre Poilievre and Jagmeet Singh have demanded that the government implement protective measures, further intensifying the political discourse around trade and economic policy. While this situation risks deepening divisions between the federal and provincial governments, U.S. tariffs present an opportunity for political unity among parties that typically have differing views on trade. The immediate threat could force various factions within the Liberal Party to unite around a common strategy to combat U.S. trade aggression. This could strengthen Trudeau’s position, as he takes steps to address public concerns related to job losses and economic stability. However, the long-term consequences for Canada's domestic politics may extend beyond immediate economic issues. The tariffs have sparked noticeable public outrage in Canada. Many Canadians are bewildered by Trump’s actions, particularly given the historically close economic ties between the two countries. Canadians have begun to publicly express their displeasure, such as booing the U.S. national anthem at sporting events, which reflects deep frustration with Trump’s unilateral decision [12]. This reaction also indicates that American actions are perceived as an unfair attack on Canadian sovereignty and economic stability. A recent survey conducted by the Canadian Labour Congress revealed that a significant majority of Canadians (around 80%) believe that American tariffs will increase the cost of living in Canada and negatively affect relations with the U.S [13]. Nearly 90% of respondents support government investment plans aimed at strengthening the Canadian economy and protecting jobs from the adverse effects of these tariffs. In light of these events, a movement is growing among Canadians to prioritize domestic goods over American imports. Many citizens are actively seeking ways to support local businesses as a form of protest against Trump’s tariffs. Social media campaigns urging consumers to buy Canadian-made products are gaining momentum, and some citizens are even canceling plans to travel to the U.S. as a manifesto against American trade policies. If the government’s retaliatory measures do not yield favorable results or if they worsen the economic downturn, public discontent may intensify, leading to shifts in voter sentiment ahead of this year’s elections. Economic difficulties will turn into political challenges, as voters tend to hold the ruling parties responsible for perceived failures in managing trade relations. Moreover, as Canada reevaluates its trade strategies in light of the aggressive policies of the U.S., there may be calls for a more assertive approach to international trade agreements and partnerships outside the North American region, which could significantly alter the platforms of Canadian political parties. References [1] Imposing Duties To Address The Flow Of Illicit Drugs Across Our Northern Border. The White House Official Website. February 1, 2025. Available at: https://www.whitehouse.gov/presidential-actions/2025/02/imposing-duties-to-address-the-flow-of-illicit-drugs-across-our-national-border/[2] Canada responded with $155 billion in mirror measures affecting food, alcohol, electric vehicles and aerospace products. Experts predict that these mutual restrictions could reduce Canada's GDP by 2.6% and the U.S.'s by 1.6%. CTV News. February 1, 2025. Available at: https://www.ctvnews.ca/politics/article/canada-to-slap-25-per-cent-tariff-on-155b-of-us-goods-after-trump-initiates-trade-war/[3] Trump’s 25% Tariff Threat: New Analysis Reveals Severe Economic Fallout for Both Canada and the U.S. Canadian Chamber of Commerce’s Business Data Lab (BDL). November 28, 2024. Available at: https://chamber.ca/news/trumps-25-tariff-threat-new-analysis-reveals-severe-economic-fallout-for-both-canada-and-the-u-s/[4] Experts React: Trump Just Slapped Tariffs On Mexico, Canada And China. What’s Next? Atlantic Council (признан нежелательной организацией в РФ). February 2, 2025. Available at: https://www.atlanticcouncil.org/blogs/new-atlanticist/experts-react-trump-just-slapped-tariffs-on-mexico-canada-and-china-whats-next/[5] Premiers decry Trump's tariffs, announce countermeasures and call for federal response. CBC News. February 1, 2025. Available at: https://www.cbc.ca/news/politics/several-premiers-decry-trump-s-tariffs-and-call-for-powerful-canadian-response-1.7448301[6] As Trump's tariffs become a reality, Ontario's party leaders pitch plans to respond. CBC News. February 1, 2025. Available at: https://www.cbc.ca/news/canada/toronto/trump-tariffs-ontario-party-leaders-respond-1.7448203[7] 'It doesn't need to happen': Trump's tariffs rattle Alberta. Calgary Herald. February 1, 2025. Available at: https://calgaryherald.com/news/local-news/it-doesnt-need-to-happen-trumps-tariffs-rattle-alberta[8] Premier announces immediate response, vows to defend B.C. against Trump tariffs. Office of the Premier of British Columbia. February 1, 2025. Available at: https://news.gov.bc.ca/releases/2025PREM0014-000077[9] Lack of federal leadership hurts Canada’s response to Trump tariff threat. Policy Options. January 29, 2025. Available at: https://policyoptions.irpp.org/magazines/january-2025/foreign-relations-confusion/[10]‘Time to fix this’: Could the tariff threat bring down Canada's interprovincial trade barriers, once and for all? Financial Post. January 30, 2025. Available at: https://financialpost.com/news/economy/tariffs-bring-down-canada-interprovincial-trade-barriers[11] Premier announces immediate response, vows to defend B.C. against Trump tariffs. Office of the Premier of British Columbia. February 1, 2025. Available at: https://news.gov.bc.ca/releases/2025PREM0014-000077[12] Fans at Raptors game continue trend of booing US national anthem at pro sporting events in Canada. Asssociated Press. February 3, 2025. Available at: https://apnews.com/article/fans-boo-national-anthem-tariffs-canada-2c7210574c0373348870a94445814407[13] Canadians reject Trump’s tariff threats: New CLC poll. Canadian Labour Congress. January 23, 2025. Available at: https://canadianlabour.ca/canadians-reject-trumps-tariff-threats-new-clc-poll/

Defense & Security
Democratic Republic of the Congo flag on soldiers arm. Army, troops, military, Africa (collage).

Conflict in the East of the Democratic Republic of Congo: New Reality

by Sergey Georgievich Karamaev

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The conflict in the African Great Lakes region, which had long remained in a low-intensity state, flared up again in the second half of January 2025. In the North Kivu province of the Democratic Republic of the Congo (hereinafter – DRC), rebel forces of the anti-government group M23, fighting against the Armed Forces of the DRC (Forces Armées de la République Démocratique du Congo, FARDC), launched an offensive and captured new territories. As of January 27, M23 entered the city of Goma, the largest city in the province [1]. Moreover, the DRC authorities claim that the city is also occupied by regular units of the Rwandan Armed Forces [2]. The rebel offensive has triggered panic and an outflow of local residents as well as refugees – Goma had been a refuge for several hundred thousand displaced persons. There are casualties not only among civilians but also among the UN peacekeeping contingent (Mission de l'Organisation des Nations Unies pour la Stabilisation en République Démocratique du Congo, MONUSCO) and peacekeepers from the Southern African Development Community – Southern African Development Community Mission in the Democratic Republic of Congo, SAMIDRC. The escalation of the conflict has been condemned by leading world powers and the United Nations – the UN Security Council has demanded an immediate ceasefire [3].  Rwanda plays a distinct role in these events. The Congolese rebel group M23 consists of ethnic Tutsis living in the DRC and aims to “ensure the rights of the Tutsi ethnic minority in the DRC” [4]. It was formed in 2012 and, after several military operations against government forces, ceased hostilities. However, in October 2022, M23 resumed military operations in North Kivu. The DRC government almost immediately accused Rwanda of fully supporting M23 — accusations that Rwanda has categorically denied and continues to deny to this day [5]. However, the United States and several European countries, citing intelligence reports, have openly stated that M23 is being used by Rwanda as a proxy force to conduct military operations in the eastern DRC [6]. The current fighting in North Kivu is a direct consequence of the failed attempt by the government of the Republic of Angola to mediate the peace process. The President of the DRC, Félix Tshisekedi, ran in the 2018 elections partly on a promise to achieve peace in the east of the country. However, throughout his time in office, he has failed to make any significant progress in this direction. In 2024, Angolan President João Lourenço proposed direct negotiations between the leaders of Rwanda and the DRC [7], which led to the signing of a ceasefire agreement between the two countries at the end of June 2024. However, further progress toward peace encountered a major obstacle: Tshisekedi categorically refused to recognize M23 as a participant in the negotiation process, stating that they are terrorists with whom direct dialogue is impossible [8]. Nevertheless, after a series of meetings between the foreign ministers of Angola, the DRC, and Rwanda, an agreement was reached that M23 representatives would still take part in the negotiations [9]. However, the trilateral summit in Luanda, scheduled for December 15, 2024, was canceled just days before it was set to take place. Both sides blamed each other for the meeting’s collapse [10]. As it now appears, the failed summit may have served as a starting point for M23's January offensive in North Kivu. Shortly before the outbreak of hostilities, Angola’s Foreign Minister, Téte António, during a working breakfast with members of the UN Security Council, called on the Council to continue its strong support for the negotiation process, effectively acknowledging that Angola’s efforts on this track had failed [11]. At the same time, Rwanda’s Foreign Minister, Olivier Nduhungirehe, speaking at the UN Security Council on counterterrorism issues, sharply criticized the DRC government, stating that “despite the direct and clear threat of terrorism, the DRC is trying to divert attention from addressing real problems” and accusing the DRC of distorting the actual situation in the east of the country [12]. Just days after these statements, M23 launched its offensive. It is important to note that the rebels launched their offensive well-prepared. As early as October 2024, reports emerged that revenue from the sale of minerals was bringing M23 at least $300 000 per month, which the rebels used to arm and equip their combat units. For more than a year, M23 has controlled mines in the Rubaya area of North Kivu — these deposits contain 15% of the world’s coltan reserves, a strategically critical mineral essential for high-tech industries [13]. At the same time, FARDC units stationed in the province suffered from supply shortages and demonstrated low combat readiness [14]. As a result, M23 forces rapidly broke through, capturing key cities in the province. Currently, M23 (and, as it is believed, the Rwandan army) has taken control of the cities of Sake and Goma — securing all key crossroads and roads in this part of North Kivu. Sake provides M23 with a route south to the Numbi mining region, which is rich in tin, tantalum, niobium, and tungsten [15]. If this region also falls to the rebels, the revenue from mineral extraction and sales will reach enormous levels, transforming M23 from a purely military force into a political power. Additionally, Goma is a port on Lake Kivu, and with access to watercraft, the rebels could launch amphibious operations anywhere along the northern shores of the lake, further expanding their controlled territory. The most enigmatic factor at the moment remains the behavior of Rwandan President Paul Kagame. Since the start of M23's offensive on Goma, his administration has not issued a single official statement. The last time Kagame commented on the situation in North Kivu was during a press conference on January 9, where he expressed hope that the new U.S. administration would take a more thoughtful and balanced approach to the conflict, considering all influencing factors [16]. On January 26, 2025, Rwanda’s Ministry of Foreign Affairs released a press statement expressing deep concern over the renewed escalation and reaffirming its commitment to a political resolution [17]. Apart from this, there have been no high-level statements from Kigali. However, political experts from various countries unanimously agree that all Rwandan state institutions, particularly the armed forces, are under Kagame’s total control [18]. They assert that any involvement of the Rwandan military in the DRC conflict — whether confirmed or merely suspected — would be impossible without his direct order. The most likely assumption is that Rwandan President Paul Kagame has begun implementing his long-term strategy: creating a buffer zone in eastern DRC with the help of M23. This would not only push the border further away (currently, the distance from Kigali to the DRC border is 150 km) but also significantly improve Rwanda’s economic position. The buffer zone’s territory would provide Rwanda with abundant water, agricultural, and mineral resources [19]. Moreover, such a buffer zone would give Kagame additional leverage in future negotiations, as the territories occupied by M23 would be directly linked to the political resolution of the conflict. A new territorial reality has already been established in eastern DRC. For Angolan President João Lourenço, this is a highly unfavorable outcome — his bid to become a regional peacemaker has failed [20]. One possible reason for Lourenço’s failure is the loss of U.S. interest in the DRC conflict at the end of 2024. As some analysts suggest, “Once Washington stopped applying pressure, Rwanda realized there was nothing to fear and withdrew from the negotiation process” [21]. Now, the task of translating this territorial reality into diplomatic and political terms has been taken up by Kenyan President William Ruto. On January 27, he issued an official statement announcing that a meeting between DRC President Félix Tshisekedi and Rwandan President Paul Kagame would take place in the near future. If this meeting occurs and results in any agreements, it will mark a diplomatic success for Ruto and strengthen his position on the regional stage [22]. Notes: [1] Rwandan-backed rebels enter Congo's Goma in major escalation // https://www.reuters.com/world/africa/rebels-enter-centre-congos-goma-after-claiming-capture-city-2025-01-27/[2] DR Congo says Rwanda army in Goma // https://www.dw.com/en/dr-congo-says-rwanda-army-in-goma/a-71422564[3] Rebel Conflict in Congo Escalates with Capture of Goma // https://www.asisonline.org/security-management-magazine/latest-news/today-in-security/2025/january/goma-capture-congo-M23/[4] Luanda summit postponed: Kinshasa’s maneuvers to frustrate peace process // https://www.thegreatlakeseye.com/post?s=Luanda--summit--postponed%3A--Kinshasa%E2%80%99s--maneuvers--to--frustrate--peace--process_1626[5] Rwanda denies backing armed group in DRC // https://www.theeastafrican.co.ke/tea/news/east-africa/dr-congo-accuses-rwanda-of-backing-militia-violence-3828930[6] Rwandan army ‘ready to invade DRC’ and help rebels seize city // https://www.theguardian.com/global-development/2025/jan/25/rwandan-army-ready-to-invade-drc-and-help-rebels-seize-city[7] Presidente angolano propõe diálogo directo entre Rwanda e RDC // https://angop.ao/noticias/politica/joao-lourenco-propoe-dialogo-directo-entre-rwanda-e-rdc/[8] Avancée du M23: Discours de Félix Tshisekedi (Intégralité) // https://actualite.cd/2022/11/04/avancee-du-m23-discours-de-felix-tshisekedi-integralite[9] POSTPONEMENT OF LUANDA SUMMIT DUE TO UNRESOLVED CRITICAL ISSUES // https://www.minaffet.gov.rw/updates/news-details/postponement-of-luanda-summit-due-to-unresolved-critical-issues[10] Emergency ministerial meeting on the current escalation of the conflict in Eastern DRC // https://amaniafrica-et.org/emergency-ministerial-meeting-on-the-current-escalation-of-the-conflict-in-eastern-drc/[11] Angola Aims for UN Security Council Support On DRC Issue // https://allafrica.com/stories/202501230042.html[12] Africa: Rwanda Proposes Five Steps to Reinforce Africa's Counter-Terrorism Effort // https://allafrica.com/stories/202501230067.html[13] M23 rebel roup generates approximately $300,000 a month from mining-UN // https://www.africanews.com/2024/10/01/m23-rebel-group-generates-approximately-300000-a-month-from-mining-un//[14] Advancing M23 Fighters In DR Congo Aided By Rwanda Backing, Army Weakness // https://www.barrons.com/news/advancing-m23-fighters-in-dr-congo-aided-by-rwanda-backing-army-weakness-f021df51[15] Petrology and Detail Geological Mapping of the Precambrian Basement Rocks of the Sn-Ta-Nb Numbi Deposit, Democratic Republic of the Congo // https://www.iieta.org/journals/eesrj/paper/10.18280/eesrj.090102[16] Africa’s anticipation of Trump’s foreign policy // https://en.igihe.com/politics-48/article/africa-s-anticipation-of-trump-s-foreign-policy[17] STATEMENT ON SITUATION IN EASTERN DRC // https://www.minaffet.gov.rw/updates/news-details/statement-on-situation-in-eastern-drc[18] The Case Against Rwanda's President Paul Kagame // https://www.newsweek.com/case-against-rwandas-president-paul-kagame-63167[19] What does Rwanda want in the DRC? // https://www.egmontinstitute.be/what-does-rwanda-want-in-the-drc/[20] Thousands uprooted as Congo M23 rebels near Goma in major advance // https://www.yahoo.com/news/thousands-uprooted-congo-m23-rebels-105837754.html[21] Advancing M23 Fighters In DR Congo Aided By Rwanda Backing, Army Weakness // https://www.barrons.com/news/advancing-m23-fighters-in-dr-congo-aided-by-rwanda-backing-army-weakness-f021df51[22] Rwanda, Congo presidents to meet as rebels take Goma, Kenya's leader says // https://www.voanews.com/a/rwanda-congo-presidents-to-meet-as-rebels-take-goma-kenya-leader-says-/7952210.html

Defense & Security
The Caucasus, Caucasia, colored political map. Region between the Black Sea and the Caspian Sea, mainly occupied by Armenia, Azerbaijan, Georgia, and parts of Southern Russia. Map with disputed areas.

The Security Complex of South Caucasus and its Role in Global Geopolitics

by Krzysztof Śliwiński

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Abstract This short analysis is based on the Security Complex theorem. Its departure point is the definition of the term, as introduced by Barry Buzan and Ole Wæver.  The author then briefly introduces the historical background of the Caucasus countries (Armenia, Azerbaijan and Georgia) and their relationships with Russia and suggests further readings for those willing to consult the existing scientific literature. The central part of the analysis focuses on five distinct components of the Caucasus Security Complex, which include interconnected security concerns, a distinctiveness as a geographical region, anarchical structure, shared security dynamics and Social construction of threats. The paper concludes by examining the geopolitical importance of the Caucasus region for the two Great powers, Russia and the United States of America, and the reference for the European Union. The introduction I will start by briefly explaining the notion of a Security Complex for the reader's convenience. The term "security complex" was introduced by Barry Buzan and Ole Wæver in their 1998 book Security: A New Framework for Analysis.  This refers to a distinct geographical region in which security concerns are interconnected. In other words, the security of one state in a complex is inextricably linked to that of others, creating a dynamic and often volatile environment. The key elements of this notion include: a) interconnected security concerns - a security complex is characterised by a web of security interdependencies where a threat to one state is perceived as a threat to others, leading to a shared sense of vulnerability and a need for collective security arrangements. b) Distinct geographical region - security complexes are geographically defined. They are typically regional in scope, although they sometimes encompass more significant areas. The geographical proximity of the states within a complex contributes to the interconnectedness of security concerns. c) Anarchical structure - just like the international system, security complexes operate within an anarchical structure. There is no overarching authority to enforce rules or resolve disputes that can lead to heightened tension and conflict. d)  States within a security complex share typical security dynamics, such as arms races, alliance formation, and conflict spirals. These dynamics create a self-reinforcing cycle of insecurity. e) Social construction of threats – the concept of security complex recognises that security threats are not objective realities but are socially constructed. States within a complex share a common understanding of what constitutes a threat, which shapes their behaviour and interactions. At the same time, it would be wise not to confuse the meaning of Security Complex with the notions of Security Community (shared sense of identity and trust among its members) or Security Regime (a set of principles, norms, rules, and decision-making procedures around which actors' expectations converge in a given area of international relations). This short analysis will focus on three countries, namely Armenia, Azerbaijan, and Georgia, and explore their geopolitical situation at the beginning of 2025 from the perspective of a security complex theorem, particularly their relationships with Russia. Historical introduction The Caucasus, a region nestled between the Black and Caspian Seas, has a rich and tumultuous modern history. Armenia, Azerbaijan, and Georgia, each with distinct cultural and historical trajectories, have navigated a complex landscape of imperial collapse, nation-building, and conflict. Armenia In the late 19th and early 20th centuries, Armenians, then part of the Russian Empire, faced increasing tensions with their neighbours, particularly the Ottoman Empire. The Armenian Genocide, perpetrated by the Ottoman government during World War I, resulted in the systematic extermination of 1.5 million Armenians. Following the collapse of the Russian Empire, Armenia briefly experienced independence before being incorporated into the Soviet Union in 1922.    In 1988, the country was devastated by an earthquake and rising tensions with Azerbaijan over the Nagorno-Karabakh region. The collapse of the Soviet Union in 1991 led to Armenia's renewed independence but also to the First Nagorno-Karabakh War with Azerbaijan. Azerbaijan Azerbaijan, also part of the Russian Empire, declared independence in 1918, establishing the Azerbaijan Democratic Republic. This short-lived independence ended in 1920 with incorporation into the Soviet Union. Similar to Armenia, Azerbaijan regained independence in 1991. The Nagorno-Karabakh conflict dominated much of Azerbaijan's post-Soviet history, resulting in significant displacement and ongoing tensions.  Georgia Georgia, too, declared independence following the collapse of the Russian Empire in 1917. This independence was short-lived, as Georgia was invaded by the Red Army in 1921 and became part of the Soviet Union.  The country regained its independence in 1991. The post-Soviet period has been marked by internal conflicts, including the wars in Abkhazia and South Ossetia, and efforts to establish democratic institutions and closer ties with the West. The Security Complex of South Caucasus Regional Dynamics and Conflicts – Major issues The Caucasus region has been plagued by ethno-territorial conflicts, particularly the Nagorno-Karabakh conflict between Armenia and Azerbaijan. This conflict, rooted in historical territorial claims and ethnic tensions, has resulted in significant human suffering and remains a major obstacle to regional stability. Readers interested in in-depth analysis performed by scholars researching the region are advised to consult Jansiz & Khojaste. Their thought-provoking paper discusses the history of the Caucasus crisis and its impact on regional security.  Börzel & Pamuk examine the challenges of Europeanization and fighting corruption in the Southern Caucasus. The region's geopolitical significance, located at the crossroads of Europe, Asia, and the Middle East, has also led to great power involvement, further complicating regional dynamics.   The following part of the analysis will look at the region through the lens of the Security Complex theorem to analyse its dynamics of security interrelationship. This will, in turn, allow us to understand the role of the Caucasus for the Great Powers and the European Union. Interconnected security concerns  A security complex is characterised by a web of security interdependencies where a threat to one state is perceived as a threat to others, leading to a shared sense of vulnerability and a need for collective security arrangements. According to Natalie Tavadze, “It is important to understand that Eurasianinism and Moscow’s approaches toward the Caucasus correspond to each other. In this regard, the Central Caucasus is considered as Russia’s backyard. Georgia, Azerbaijan, and Armenia, the Black Sea, and the Caspian Sea constitute strategic dimensions for Russia. The latter is determined to dominate the region and uses the “ethnic card” to keep the countries of the Central Caucasus off balance. From the Russian standpoint, any foreign influence in its “near abroad” is seen through the prism of its national security. Such a menace should be thwarted by any means, as Moscow made clear more than once that it does not entertain any notion of conceding territories of its utmost geopolitical interests.”  This extended but thought-provoking quote from one of the local experts pretty well sketches the region's security dynamics. Now, let us look at its geographical dynamics. Distinct geographical region. Security complexes are geographically defined. They are typically regional in scope, although they sometimes encompass more significant areas. The geographical proximity of the states within a complex contributes to the interconnectedness of security concerns.  Geographically, the Caucasus is defined by the Caucasus Mountains, a formidable range dividing the region into the North Caucasus and the South Caucasus. The Greater Caucasus, the main range, boasts towering peaks like Mount Elbrus, the highest peak in Europe. This rugged terrain has historically isolated communities, leading to the development of a rich mosaic of languages and cultures. The Lesser Caucasus, located south of the Kura-Aras Lowland, further adds to the region's geographical complexity. This varied topography, ranging from high-altitude glaciers to fertile valleys and semi-desert landscapes, supports a remarkable biodiversity. The Caucasus's location at the crossroads of continents has made it a historical battleground and a corridor for trade and migration. This strategic importance has left its mark on the region's cultural landscape. The Caucasus is home to many ethnic groups, each with its distinct language, traditions, and history. This diversity, while enriching, has also been a source of conflict and tension. Throughout its history, the region has witnessed numerous internal and external power struggles. Source: https://en.wikipedia.org/wiki/South_Caucasus Anarchical structureLike the international system, security complexes operate within an anarchical structure. There is no overarching authority to enforce rules or resolve disputes that can lead to heightened tension and conflict. As Cornell and Starr adequately observe, “Many states in the Caucasus struggle with weak governance structures. This weakness is characterised by a lack of effective state control over territories, which undermines the rule of law and the provision of public services. The failure to establish strong, sovereign states based on the rule of law leads to corruption and mismanagement, further complicating governance.”  At the same time, Russia's role is significant. Russian policies have often destabilised the region, as Moscow's interventions and attempts to maintain dominance can exacerbate local conflicts and governance issues. The reliance on coercive diplomacy and military presence has undermined the sovereignty of local governments and complicated efforts toward conflict resolution.Shared security dynamicsStates within a security complex share typical security dynamics, such as arms races, alliance formation, and conflict spirals. These dynamics create a self-reinforcing cycle of insecurity. The region has been plagued by unresolved armed conflicts, which create a persistent security deficit. These conflicts destabilise the affected areas and have broader implications for regional peace and security. The ongoing hostilities hinder effective governance and contribute to widespread instability. Partly as a consequence of this, the region has seen a rise in organised crime and radical ideologies, particularly in the North Caucasus, where poverty and unemployment create fertile ground for extremist groups. The intertwining of criminality and political violence poses a significant threat to governance and societal stability.On top of that, one continues to observe ethnic and national tensions. The presence of various ethnic groups with competing national aspirations exacerbates tensions. This situation is further complicated by external influences and historical grievances, leading to a complex landscape of inter-ethnic relations that can quickly escalate into violence.Finally, there are serious socio-economic problems. Economic collapse and high poverty levels across the region contribute to governance challenges. The lack of economic opportunities fuels discontent and can lead to social unrest, making governance even more difficult.The social construction of threatsThe concept of security complex recognises that security threats are not objective realities but are socially constructed. States within a complex share a common understanding of what constitutes a threat, which shapes their behaviour and interactions. In the case of the Caucasus, it is easy to identify a number of threats and challenges that are typical for this security complex. Regional Destabilization -  the aftermath of the Chechen war and ongoing frozen conflicts in regions such as Abkhazia, South Ossetia, and Nagorno-Karabakh create instability. These conflicts may still have the potential for spill-over effects and have been exploited by international terrorist networks. Authoritarian Governance - there is a trend of growing authoritarianism in the region, with Soviet-era power structures maintaining control. Political opposition is often suppressed, leading to a lack of democratic reforms and deteriorating living standards.Ecological Issues - the region faces significant ecological challenges, such as the deterioration of the Aral Sea and limited agricultural land, which contribute to instability and can exacerbate existing tensions.Militant and Radical Islam - the rise of militant Islamic groups, partly due to the exclusionary tactics of local regimes, poses a security threat, although it is currently considered a lesser factor compared to issues like drug trafficking.The remaining part of the article will focus on the Caucasus region's geopolitical importance for Russia, the USA, and the EU.Geopolitical ImportanceFor RussiaRussian Federation has been a significant power in the region for many years. "Retying the Caucasian Knot: Russia’s Evolving Approach to the South Caucasus" by Neil Melvin (published by Royal United Services Institute) explores Russia's changing role in the South Caucasus amid shifting geopolitical dynamics. Historically, Russia has viewed the region as a buffer against Western influence and as integral to its ambitions in the Black Sea and the Middle East. However, the emergence of multipolarity and the involvement of new international actors, such as Turkey, Iran, and China, have challenged Russia's dominance. The 2020 and 2023 Nagorno-Karabakh conflicts further shifted the balance of power, diminishing Russia's leverage, particularly with Armenia. In response, Russia is reconfiguring its strategy, emphasising economic and transport ties while maintaining a security presence. The document argues that Russia seeks to reassert its influence by fostering relationships with regional powers and adapting to the new geopolitical landscape. The Euro-Atlantic community faces challenges in countering Russia's efforts as regional states pursue multi-alignment policies, and the prospect of NATO and EU integration diminishes. Ultimately, the paper highlights the need for the West to recalibrate its approaches to effectively engage with the evolving realities of the South Caucasus.Additionally, the South Caucasus is significant for Russia for several reasons. Firstly, Russian troops in the South Caucasus allow Russia to project military power and influence regional security dynamics. Following the Second Karabakh War, Russia positioned peacekeepers in Azerbaijan and has military bases in Armenia, reinforcing its role as a key security provider in the area. Economically, the South Caucasus is strategically important for energy transit routes. Russia aims to maintain control over energy supplies and infrastructure that pass through the region, ensuring its leverage over energy distribution to Europe and other markets. Finally, Russia's involvement in mediating conflicts, such as the Nagorno-Karabakh dispute, allows it to assert its role as a key player in regional stability. By doing so, Russia can prevent conflicts from escalating that might threaten its interests or lead to Western intervention. For the USAIn 2017, the Carnegie Endowment for International Peace published an interesting analysis by Rumer Sokolsky and Stronsky. According to the authors, the importance of the South Caucasus region for the U.S. is undisputable and rests on several arguments. According to the document, the main interests of the U.S. in the South Caucasus include: preserving regional stability (preventing the resumption of frozen conflicts and promoting a peaceful environment among Armenia, Azerbaijan, and Georgia), supporting democratic change and governance (the U.S. seeks to support democratic transformations and better governance in the South Caucasus states, facilitating their integration into the international community), economic development (the U.S. is interested in fostering economic growth and development within the South Caucasus, recognizing that economic prosperity can contribute to stability), energy security (although the significance of Caspian energy resources is noted, allegedly the U.S. interest in energy from the region has become less vital due to changes in global energy markets) and finally, countering illicit activities (the U.S. is concerned with combating transnational crime and illegal trafficking, which poses risks to regional stability and security).  According to James Carafano (Vice President of the Kathryn and Shelby Cullom Davis Institute for National Security and Foreign Policy and the E. W. Richardson Fellow Davis Institute for National Security and Foreign Policy, The Heritage Foundation), the Russian Invasion of Ukraine, which started in February 2022, caused the United States to reconsider its global interests and responsibilities diametrically.  Accordingly, the conflict has highlighted the need for energy diversification in Europe, leading to renewed interest in the Southern Gas Corridor (SGC) and other regional partnerships. The SGC, which connects gas fields in Azerbaijan to Europe, is crucial for reducing reliance on Russian energy and enhancing European energy security. Next, regional integration. Projects like the modernization of ports in Georgia and Azerbaijan are vital for developing logistics and transport networks and promoting regional cooperation. Turkey is expected to play an increasingly significant role in the South Caucasus, supporting regional integration and security as Georgia seeks alternatives to NATO and EU membership.The remaining challenges from the perspective of the US include: geopolitical Tensions (Russia, China, and Iran continue to exert influence in the region, although their capacities may be overstretched due to the ongoing war and sanctions), economic viability (the middle corridor faces challenges such as customs and border control issues and the need for modern infrastructure. However, it presents an alternative logistical route that is gaining interest from various stakeholders); climate policy Implications (the ongoing energy crisis due to the war in Ukraine may prompt changes in climate policies, potentially favouring increased investments in oil and gas infrastructure). Last but not least, the path ahead requires the U.S. to consider military cooperation - enhanced US military support for Azerbaijan could signal a deeper commitment to regional stability, Three Seas Initiative (3SI) - success in expanding the 3SI could benefit the South Caucasus by fostering infrastructure development and regional integration, Black Sea security - NATO's evolving role in Black Sea security will be critical in linking to the middle corridor and ensuring regional stability and finally investment in energy resources - interest in the Transcaspian Gas Pipeline and other energy initiatives will be significant for Europe's efforts to diversify energy supplies.For Europe (The EU)The South Caucasus is essential for the EU for several reasons. Firstly as a geostrategic gateway. The region is a crucial gateway between Europe and Asia, making it significant for trade routes and connectivity. It is positioned at the intersection of major global trade routes, enhancing the EU's access to East and South markets. Secondly, in terms of energy supplies. The South Caucasus, particularly Azerbaijan, plays a vital role in the EU's energy strategy, especially as the EU seeks to diversify its energy supplies and reduce dependence on Russian energy. Azerbaijan is a key supplier of natural gas to the EU, which has become increasingly important following Russia's invasion of Ukraine.Thirdly geopolitically, the region's geopolitical landscape has shifted due to recent conflicts, including the war in Ukraine. The EU's engagement with South Caucasus countries is essential for maintaining stability and influencing regional dynamics, especially as these nations navigate their foreign policy options between the EU and Russia.Fourthly, as an economic partner. Strengthening ties with the South Caucasus countries can enhance economic collaboration, which is particularly important given the EU's interest in bolstering regional trade and investment. This can also increase economic growth and stability in the EU's neighbourhood.Finally, The South Caucasus is becoming increasingly significant in the context of EU sanctions against Russia, as it could serve as a transit route for goods. The EU's ability to monitor and influence trade flows through this region is critical for enforcing its sanctions.ConclusionThis short analysis proves the importance of the Caucasus (South Caucasus, to be more exact) for the international community and its potential to play the role of an essential geopolitical factor that could potentially tip the scale regarding the global balance of power. Recent political developments in Georgia (Georgian Protests 2024 – 2025), where the ruling party, Georgian Dream, won the majority of seats in parliament, were met with protests fueled by claims of the opposition parties that the elections were fraudulent.  The winning party has decided to suspend the talks with the European Union about the country’s accession to the EU until 2028.  The move is seen as anti-EU (ergo pro-Russian).  At the same time, pro-Russian commentators have claimed that the demonstrators have been supported by the CIA (a claim that has been put forward with regard to the Ukrainian Maidan of 2013 or even the HK protests of 2019). As it appears, the Southern Caucasus plays a crucial role on the geopolitical chessboard attended by the U.S.A., Russia, Turkey, Iran and the EU. All of them are, at least for the time being, interested in peace and stability, which means status quo, at least as long as the war in Ukraine is not decidedly over. The future depends, among others, on the outcome of the end of the Ukrainian war and the visions and actions of the 47th President of the U.S., who already stunned the world with his claims regarding the Panama Canal and Greenland.References1  Buzan, B and Wæver, O. 1998. “Security: A New Framework for Analysis.” Lynne Rienner Publishers.2  “Armenia.” 2018. https://armeniapedia.org/index.php?title=Armenia. 3  “აქართველო.” 2024. https://commons.wikimedia.org/wiki/Georgia_(country). 4  Jansiz, Ahmad, and Mohammad Reza Khojaste. 2015. “Conflicts in the Caucasus Region and Its Effects on Regional Security Approach.” Journal of Politics and Law. Canadian Center of Science and Education. https://doi.org/10.5539/jpl.v8n1p83. 5  Börzel, Tanja A., and Yasemin Pamuk. 2011. “Pathologies of Europeanisation: Fighting Corruption in the Southern Caucasus.” West European Politics. Taylor & Francis. https://doi.org/10.1080/01402382.2012.631315.  6  Tavadze, Natalie. 2024. “Geopolitics of the Central Caucasus.” Geopolitical Monitor. https://www.geopoliticalmonitor.com/the-geopolitics-of-the-central-caucasus/ 7  Jansiz, Ahmad, and Mohammad Reza Khojaste. 2015. “Conflicts in the Caucasus Region and Its Effects on Regional Security Approach.” Journal of Politics and Law. Canadian Center of Science and Education. https://doi.org/10.5539/jpl.v8n1p83. 8   Cornell, E. S and Starr, F.S. 2006. The Caucasus: A Challenge for Europe. Silk Road Paper. Central Asia – Caucasus INstitutte Silk Road Studies Program. https://isdp.eu/wp-content/uploads/publications/2006_cornell-starr_the-caucasus-a-challenge-for-europe.pdf   9  Schmidt, Jürgen. "Security Challenges in the Caucasus and Central Asia - A German and European Perspective." Paper presented at the German-U.S. Conference, Conflicts in the Greater Middle East and the Transatlantic Relationship, Jena, February 28 - March 1, 2003. 10  Melvin, Neil. *Retying the Caucasian Knot: Russia’s Evolving Approach to the South Caucasus*. Occasional Paper. London: Royal United Services Institute for Defence and Security Studies, 2024. Accessed 30.1.2025. https://static.rusi.org/retying-the-caucasian-knot-russias-evolving-approach-to-the-south-caucasus.pdf 11  Neset, Siri, Mustafa Aydin, Ayça Ergun, Richard Giragosian, Kornely Kakachia, and Arne Strand. *Changing Geopolitics of the South Caucasus after the Second Karabakh War: Prospect for Regional Cooperation and/or Rivalry*. CMI Report, No. 4. Bergen, Norway: Chr. Michelsen Institute, September 2023. https://www.cmi.no/publications/8911-changing-geopolitics-of-the-south-caucasus-after-the-second-karabakh-war 12  Rumer, Eugene, Richard Sokolsky, and Paul Stronski. U.S. Policy Toward the South Caucasus: Take Three. Washington, DC: Carnegie Endowment for International Peace, 2017. http://www.jstor.com/stable/resrep13079. 13  Carafano, James. "Future and Consequences of US Strategic Interest in the South Caucasus." *Caucasus Strategic Perspectives* 3, no. 2 (Winter 2022): 41-51. Caucasus Strategic Perspectives https://cspjournal.az/post/future-and-consequences-of-us-strategic-interest-in-the-south-caucasus-489. 14  Akhvlediani, Tinatin. "The EU and the South Caucasus: Geoeconomics at Play." Carnegie Endowment for International Peace, October 2, 2024. https://carnegieendowment.org/research/2024/10/the-eu-and-the-south-caucasus-geoeconomics-at-play?center=europe&lang=en 15  Human Rights Watch. "World Report 2024: Georgia." Last modified January 31, 2025. https://www.hrw.org/world-report/2024/country-chapters/georgia. 16  Shamin, Sarah., 3 Dec. 2024. “Georgia protests: What’s behind them and what’s next?”. ALJAZEERA. https://www.aljazeera.com/news/2024/12/3/georgia-protests-whats-behind-them-and-whats-next  17  DISINFO: Georgia protests are a planned CIA operation according to Maidan scenario. https://euvsdisinfo.eu/report/georgia-protests-are-a-planned-cia-operation-according-to-maidan-scenario/  see also: Kaltenberg, Kit., 6 Oct. 2023. “A Maidan 2.0 color revolution looms in Georgia”. https://thegrayzone.com/2023/10/06/maidan-color-revolution-georgia/ 

Defense & Security
Auchi, Edo/Nigeria - 10 20 2020: scene from the end sars protests that have been going on around the country by the youth to protest police brutality

2025 for Africa (Part I: Security challenges)

by José Segura Clavell

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Conflict hotspots and democratic instability are the major challenges facing a continent that now everyone in the world wants to partner with. In these, which will be the first articles of the year, we aim to reflect on 2025, a key year to consolidate Africa's growing importance in global geopolitics, a trend that has been evident in the last two years. A key point: we are just days away from the inauguration of an unleashed Donald Trump* in international relations. It will be crucial to observe how he handles his ties with Africa and how African countries react in a world marked by populism, far-right politics, and the decline of multilateral organizations. This weakens global consensus and reduces the prominence of Human Rights in increasingly polarized international debates, marked by disinformation and noise. Today, I will address the main challenges and threats facing the continent, from a more security-oriented perspective, including the main active and potential conflicts. Next week, I will take a more positive approach, focusing on the opportunities, even in this uncertain global scenario. Sudan: The worst humanitarian catastrophe in the least mediated war Sudan is facing the worst humanitarian catastrophe today, with over 150,000 deaths, millions of displaced people and refugees since the civil war began in April 2023. The conflict between the Sudanese Armed Forces (SAF) and the Rapid Support Forces (RSF) has left 24 million people facing food insecurity and triggered a cholera outbreak, accounting for 10% of the global humanitarian needs despite representing less than 1% of the world's population. In 2025, the outlook remains bleak. The supply of weapons and fuel by Russia, Iran, and the United Arab Emirates fuels the conflict, while the lack of political will between the SAF and RSF blocks any progress toward peace. Without a drastic change in international intervention, Sudan will remain trapped in a cycle of war, hunger, and global neglect. The conflict in Sudan is so complex that it is impossible to clearly define who the aggressors and the victims are, unlike in Ukraine or Palestine. In a world of simplification and misinformation, these complexities are overlooked, which explains why Sudan receives so little attention. Sahel In 2025, Sahel faces growing political instability and jihadist violence. Coups in Mali, Niger, and Burkina Faso have led to the formation of the Sahel Alliance (AES), an anti-Western military bloc seeking to consolidate its authority. However, it must gain legitimacy both with citizens and international institutions while managing crises in governance, development, and security. In this context, the region's stability and regional influence will depend on its relationship with the Economic Community of West African States (ECOWAS) (it is expected that in the coming days or weeks, the definitive rupture and exit** of the three countries from this West African economic bloc will be official), the African Union (which is also undergoing elections and renewal of its leaders) and foreign powers. Russia's growing presence, especially through the previously known Wagner Group (now Africa Corps), further complicates the dynamics in the Sahel. Moscow has filled the void left by France's withdrawal and the diminished influence of the EU, offering military support to the juntas in exchange for expanding its geopolitical influence (while also taking large amounts of gold to finance its invasion of Ukraine). However, the activities of Russian soldiers have been linked to human rights abuses, which could exacerbate social tensions and the delegitimization of military governments. It is a complicated moment, with a context of reinforcing the anti-Western narrative in the region (Senegal and Ivory Coast have already joined the call for the French to withdraw their troops from the military bases they still maintain in those countries) while consolidating the military juntas' dependence on external actors, rather than strengthening their state capabilities. The rise of jihadist organizations and the resulting violence remain the biggest security challenge for the region. Factors such as poverty, corruption, and state weakness perpetuate the influence of these groups, which have shown a remarkable ability to adapt and fund themselves through the exploitation of local resources and illicit activities. The withdrawal of international forces has left a security vacuum that not only facilitates the expansion of their territorial and social control but also increases their recruitment capacity, as they become the only option for some young people to find a way to support themselves. We thus have a prolonged Sahel crisis ahead, with all the implications it holds for the migration scenario along the so-called Atlantic Route, now primarily driven by young Malians fleeing the instability caused by jihadism and government breakdown. At the same time, we must remain attentive to maritime security in the Gulf of Guinea, whose control should be a concern for us. Other conflicts We must not forget that there are other points on the African continent that we must remain constantly alert to. Here, telegraphically, we highlight the main ones: Somalia The humanitarian crisis in Somalia remains one of the most complex in the world, exacerbated by internal conflicts, clan violence, and recurring climate disasters. In 2024, more than 4.5 million people in 20 districts were affected by insecurity and clashes, including over seventy clashes between clans since June, which caused the displacement of nearly 395,000 people. Additionally, military operations against the jihadist group Al-Shabaab and protection incidents related to displacement, which exceeded 11,000 between January and October 2024, are worsening the situation. Climate change has increased the country's vulnerability, with devastating events such as the 2020-2023 drought and the 2023 Deyr floods, which caused damages estimated at $176.1 million in 16 districts. The combination of conflicts and climate crises continues to undermine the country's recovery and development efforts. Democratic Republic of the Congo The DRC faces a critical stage in 2025, marked by the intensification of armed conflicts and severe food insecurity. Tensions in North Kivu, due to the advance of the M23/AFC group, and the increased military presence in provinces such as Maniema and Mai-Ndombe, threaten to cause massive displacement of people. Additionally, the concerning projections from United Nations agencies (FAO and WFP) on acute food insecurity foresee a significant deterioration for the most vulnerable populations in the country. Ethiopia Following the war between the central Ethiopian government and the northern Tigray region, Ethiopia has not yet closed the chapter on active conflicts, as it remains embroiled in a violent internal conflict, this time led by militia groups from the Amhara and Oromia regions. There are also concerns about the return of political hostility between Ethiopia and Eritrea.  —-*Article was written before Trump’s inauguration, which was on January 20, 2025**Mali, Niger and Burkina Faso formally exited ECOWAS on January 29, 2025.