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Defense & Security
Demonstrators protest against the war in front of the European Parliament after a special plenary session on the Russian invasion of Ukraine  in Brussels, Belgium on March 01, 2022.

An analysis of European Diplomatic Efforts to Support Ukraine’s Territorial Integrity. Challenges and Opportunities.

by Krzysztof Sliwinski

Abstract This analysis examines European diplomatic efforts to support Ukraine’s territorial integrity amid the ongoing Russia-Ukraine war, highlighting the EU’s evolving role as a security actor. The August 18, 2025, White House summit marked a key moment, with EU leaders pledging "ironclad" security guarantees modelled after NATO’s Article 5, without formal NATO membership for Ukraine, and proposing a "reassurance force" of European troops post-ceasefire. The EU commits to unrestricted Ukrainian military capabilities, sustained economic and military aid, and intensified sanctions against Russia. While the EU aims to bolster Ukraine’s self-defence and facilitate peace talks, challenges persist, including funding, coordination with the U.S., and Russia’s rejection of guarantees involving Western troops. The EU’s approach reflects a strategic shift toward a more assertive Common Foreign and Security Policy, though institutional limitations remain. The guarantees are intertwined with Ukraine’s EU accession ambitions, carrying significant geopolitical and financial implications for the European security architecture and regional stability.Key Words: Ukrainian War, European Security, EU, U.S., Russia Introduction The ongoing war in Ukraine likely marks the end of the post-Cold War security environment in Europe and the rest of the world. The old international system, based on the benign hegemony of the United States and its dominance in international institutions, is witnessing the vanishing of the pretence of the leading role of international law and international regimes before our eyes. What is emerging brings back memories of the 19th-century Concert of Europe, where the great powers of Europe— Austria, France, Prussia (later Germany), Russia, and the United Kingdom —came together to maintain the European balance of power, political boundaries, and spheres of influence. This time around, however, there are fewer players, and the gameboard is genuinely global. The U.S., China and Russia do not leave much space for other players, at least in the global context. The EU declares itself to be a global player, matching the influence of the big three, but in all honesty, it is not treated as such by them.  This analysis looks at the latest developments regarding the ongoing war between Russia and Ukraine (a proxy war between NATO and Russia) and specifically at the role of the EU and its proposed security guarantees offered to Ukraine. The August 18 Meeting On August 18, 2025, a meeting took place at the White House. It included U.S. President Donald Trump, Ukrainian President Volodymyr Zelenskyy, and leaders from Germany, France, Italy, the UK, Finland, the European Commission, the European Council, and NATO. They talked about ways to stop Russia's invasion of Ukraine. A key topic was security guarantees for Ukraine. The EU promised strong protection for Ukraine's independence and borders. This is intended to prevent future Russian attacks, even though Ukraine is unlikely to join NATO soon. These promises build on earlier security agreements but demonstrate a more unified European effort, with the U.S. providing support but not leading with troops or NATO membership.  Ironclad Security Guarantees Equivalent to NATO's Article 5 (Collective Defence) The EU promised to give firm, long-term security promises to Ukraine, similar to NATO's Article 5. This means an attack on Ukraine would be seen as an attack on those who promised to help. However, these promises would not be part of NATO to avoid upsetting Russia or requiring all NATO members to agree. European leaders, including those from the "Coalition of the Willing," are prepared to deploy a "reassurance force" or peacekeepers to Ukraine once the fighting ceases. This force would comprise troops from different European countries, taking turns to monitor and enforce any peace agreement, with a primary focus on preventing new attacks. EU officials stated that Russia cannot halt these plans or Ukraine's future aspirations to join the EU and NATO. Trump said the U.S. will work with Europe and might provide air support, but will not send American ground troops, making Europe the "first line of defence." Meanwhile, the U.S. will support by selling weapons.[1]  No Restrictions on Ukraine's Military Capabilities   EU leaders want Ukraine's military to have no limits on size, type, or actions. This means Ukraine can make weapons at home and get more from Western countries without Russia stopping them. The aim is for Ukraine to have a strong army for many years. Europe will also increase its own military production to help. Ukraine plans to buy $90 billion in U.S. weapons, mostly paid for by Europe. This includes planes, air defence systems, and drones. A formal agreement is expected within 10 days of the meeting.[2]  Sustained Economic and Military Support, Including Sanctions The EU has pledged to continue providing Ukraine with military, financial, and humanitarian assistance until a lasting peace is achieved. They will also increase sanctions and economic actions against Russia to maintain pressure. Leaders say they will support Ukraine as long as the fighting continues, and they will not force Ukraine to give up any land. Only Ukraine can decide about its territory. Europe is prepared to undertake most of this effort and may allocate an additional €40 billion for weapons if necessary. They will work with the U.S. to get support from Trump.[3]  Facilitation of Further Talks and Peace Efforts EU leaders aim to facilitate a meeting between Trump, Zelenskyy, and Putin. They say any agreement must include Ukraine's views and protect Europe's safety. They are glad Trump is pushing for peace, but say a ceasefire is not needed for security promises. Moscow's complaints, like those about NATO forces, will not stop their plans. This shows Europe is united. Leaders like Ursula von der Leyen and António Costa have stated that there will be no official changes to borders, and they fully support Ukraine's membership in the EU.[4] There were concerns that Trump might pressure Ukraine to make concessions during his meeting with Putin on August 15, 2025, in Alaska. European leaders quickly organised a meeting at the White House to influence Trump. This was seen as a way to win him over. Russia does not want NATO or Western troops in Ukraine, seeing it as a threat. Some experts argue that there is a "security guarantee paradox": if the protection is too weak, it will not benefit Ukraine; if it is too strong, Russia may not agree to any deal.[5] EU officials are hopeful, but they face several challenges. These include securing funding (Europe will cover most costs), managing rotating forces, and ensuring the U.S. remains committed after Trump's term.[6] Recent Military and Diplomatic Developments The Russia-Ukraine war started in February 2022. In August 2025, fighting and diplomatic talks increased. Russian troops are moving forward in eastern Ukraine, especially in Donetsk, with many attacks. Ukraine is hitting Russian targets. U.S. President Donald Trump is leading peace talks after meeting Russian President Vladimir Putin in Alaska on August 15. Ukrainian President Volodymyr Zelenskyy and European leaders are also involved. However, significant disagreements persist regarding land, security, and ceasefires. There is no quick solution yet. Russian Advances and Territorial Gains Russian forces have concentrated on Donetsk and taken more land. From July 8 to August 5, 2025, Russia gained 226 square miles, continuing its slow progress in the area.[7] By mid-August, Russia controls large parts of Donbas and continues to advance, even though Ukraine is fighting back.[8]   Source: https://www.russiamatters.org/news/russia-ukraine-war-report-card/russia-ukraine-war-report-card-aug-6-2025  On August 19, Russia launched its most significant attack of the month, using drones and missiles against Ukrainian targets, resulting in civilian casualties and infrastructure damage.[9] On August 18, there were similar long-range attacks. On August 19, Ukraine and Russia swapped the bodies of dead soldiers. Ukraine has increased attacks on Russian energy sites to cut off war funding.[10] After the Trump-Putin meeting in Alaska, Trump met with Zelenskyy and leaders from the EU and UK on August 18 to discuss peace. Trump seems to support giving some Ukrainian land, like parts of Donbas, to Russia for peace. He also suggests U.S. air support as a security promise. A U.S. envoy stated that there is progress: Putin has agreed to U.S. security guarantees for Ukraine and has relinquished some territory.[11] Plans for direct talks are being made. Putin suggested Moscow as the meeting place, but this has not been confirmed yet (as of August 20).[12] European leaders, including EU figures, seem to welcome these efforts but insist on continued sanctions against Russia and reject Budapest (Hungary) as a site due to past failed assurances.[13 ] In the meantime, Ukraine demands robust security guarantees (e.g., deterrence against future attacks) and $90 billion in aid.[14 ] Russia, however, rejects European guarantees, insists on territorial concessions, and maintains unchanged objectives. As of now, no ceasefire has been agreed upon; however, Russia claims to be open to one.[15 ] Where Does the EU Stand in General? EU leaders stress that a strong Ukraine is the best guarantee against Russia. According to the statement of 12 August, issued by the European Council and the Council of the European Union: “The European Union, in coordination with the U.S. and other like-minded partners, will continue to provide political, financial, economic, humanitarian, military and diplomatic support to Ukraine as Ukraine is exercising its inherent right of self-defence. It will also continue to uphold and impose restrictive measures against the Russian Federation. A Ukraine capable of defending itself effectively is an integral part of any future security guarantees. The European Union and its Member States are ready to further contribute to security guarantees based on their respective competences and capabilities, in line with international law, and in full respect of the security and defence policies of certain Member States, while taking into account the security and defence interests of all Member States. The European Union underlines the inherent right of Ukraine to choose its own destiny and will continue supporting Ukraine on its path towards EU membership”.[16]  According to EU top diplomat, Kaja Kallas (High Representative/Vice-President (2024-2029) responsible for Foreign Affairs and Security Policy),[17] the idea of letting Russia keep Ukrainian territories (proposal as signalled by Trump) was a "trap that Putin wants us [the EU] to walk into".[18] She stressed that Russia has offered no concessions and that credible security measures, such as bolstering Ukraine's military, are essential—though specifics on contributions remain up to individual member states. In a like-minded fashion, French President Emmanuel Macron rather hawkishly and not very diplomatically echoed this, describing Putin as a "predator, and an ogre at our [Europe] doorstep" and expressing "the greatest doubt" that he would be willing to work towards peace. In short, the foremost European leaders are still ready to challenge Russia. They enjoy peace at home while using Ukraine as a battleground. Their new ideas about Ukraine's safety and Europe's security are bold and raise concerns about possible problems. The “Devil Lies in Details” The European Union is part of the "Coalition of the Willing" due to its key members. According to Wikipedia, this group comprises 31 countries. They have promised to support Ukraine more strongly against Russia than the Ukraine Defence Contact Group. They are ready to join a peacekeeping force in Ukraine by sending troops or providing other forms of support.[19] The peacekeeping force is envisaged to be deployed only once Ukraine and Russia sign a "comprehensive ceasefire agreement" or "peace deal" to settle the ongoing Russo-Ukrainian War. The initiative, led by the United Kingdom and France, was announced by British Prime Minister Sir Keir Starmer on 2 March 2025, following the 2025 London Summit on Ukraine under the motto "securing our future".[20] The EU has been developing plans for Ukraine's security in the aftermath of the war. The primary goal is to stop future Russian attacks, short of offering NATO membership to Ukraine. Recent plans include military, diplomatic, and financial help, with the EU and U.S. working together. These plans are still changing due to ongoing talks, Russian objections, and questions about their enforcement. The focus is on helping Ukraine defend itself and providing additional support, including air and sea protection. The EU wants Ukraine to be able to defend itself. This is important for any promises they make. The EU and its member states are ready to provide assistance based on their capabilities. They will follow international law and their own defence rules.[21] This includes ongoing military aid but does not specify sending troops or creating new plans. In this context, European Council President Antonio Costa has called for faster work on "NATO-like" guarantees. These could be similar to Article 5, where an attack on Ukraine would lead to talks and actions from allies.[22] NATO and European leaders are discussing a new plan similar to "Article 5." This plan would prompt allies to discuss within 24 hours in the event of an attack. They would work together on responses, such as increasing military forces and providing aid for rebuilding. This idea is similar to agreements with countries like the UK and France, which focus on building strength and recognising borders.[23] EU accession for Ukraine could trigger the bloc's mutual defence clause, offering a "strong guarantee" in principle, although its practical enforcement is debated.[24] Air and sea security are important. A "sky shield" is planned to protect the air over western and central Ukraine, including Kyiv. European fighter jets, with possible U.S. support, will enforce this. The jets might be stationed in Poland or Romania. There will be rules for dealing with Russian actions, like missile attacks. In the Black Sea, measures will prevent Russian naval threats and keep shipping safe from ports like Odesa using intelligence and patrols.[25] Some countries, such as France and the UK, may deploy a small number of troops. These troops could help with training in cities like Kyiv or Lviv, or they might help secure ports and airbases.[26] Sending large numbers of troops is not feasible due to Ukraine's vast size and Russia's demands. Instead, the focus is on training, sharing information, managing supplies, and equipping Ukraine's military with weapons. Ukrainian President Volodymyr Zelenskiy said that guarantees might be ready by August 29, 2025. These include U.S. assistance, valued at $90 billion, which includes weapons such as planes and air defences. Europeans will be the "first line of defence," with the U.S. helping in other ways. However, there are concerns: Russia wants to be part of the talks and does not want foreign troops. Some reports also question the coalition's strength and clarity, particularly in the absence of firm U.S. promises. Possible Broader Geopolitical Ramifications First, supporting Ukraine’s borders could strengthen the EU’s role in European security. This would indicate a shift towards a stronger EU foreign and security policy, as well as a more unified European defence system. However, the EU’s current tools, such as Article 42(7) TEU and PESCO, are not particularly robust. They have limitations in how they operate and face financial and organisational problems. This makes it challenging for the EU to establish itself as a strong security force without assistance from NATO and the U.S.[27] Second, the EU’s security guarantee to Ukraine is likely to intersect closely with NATO’s role, as the EU’s defence efforts currently complement but do not replace NATO’s collective defence framework. The EU remains dependent on NATO (especially the U.S.) for significant military capabilities, and the guarantee could deepen cooperation but also create institutional competition or overlap. The transatlantic alliance’s unity and the U.S. continued engagement are critical factors in the guarantee’s effectiveness.[28] Third, an EU guarantee of Ukraine’s security could also send a strong geopolitical signal to Russia, potentially deterring further aggression and affirming the EU’s commitment to the European security order. However, it may also escalate tensions with Russia, which views such guarantees as a threat to its sphere of influence.[29] This dynamic affects not only Ukraine but also other countries in the EU’s neighbourhood, such as Georgia, which is vulnerable to Russian pressure and exclusion from security arrangements.[30] Fourth, guaranteeing Ukraine’s security is linked to its EU accession ambitions. While Ukrainians see EU membership as essential recognition of their sovereignty and security, many Europeans view it as a component of a future negotiated settlement with Russia. The EU’s guarantee thus has implications for the pace and nature of enlargement, potentially affecting the EU’s cohesion and its relations with neighbouring countries.[31] Fifth, the EU’s security guarantees would likely entail substantial financial commitments, including military aid, reconstruction support financed through mechanisms such as the European Peace Facility (EPF), and the utilisation of frozen Russian assets. These financial undertakings have implications for EU budgetary policies, fiscal solidarity, and the development of a European defence industrial base, which is currently fragmented and underfunded. Conclusion The EU declares itself to be a global player and consequently engages as a broker in preparing peace talks with Russia. Moreover, it envisions itself as a guarantor of peace on the European continent and Ukrainian security, as well as its territorial integrity.  Two important questions, however, remained unanswered.  First, given the EU's engagement against Russia alongside Ukraine, as well as its most prominent member states' support for the Ukrainian war effort, one would be correct to question the intentions of at least some European political leaders. On one hand, the openly adversarial stance against Russia may produce some deterrence-like effects (although, in all honesty, it is difficult to prove). On the other hand, it definitely does prolong the conflict at the expense of Ukraine and its people.  Second, the following analysis will examine the extent to which the EU's guarantees for Ukraine are in reality. Political declarations and paper documents can convey a wide range of statements, including the most hawkish and resolute. The real test, however, always involves actual acting in the face of challenges and dangers. Will Europeans actually be ready to back their words with actions? Will they be able to perform at the required level militarily and economically? The 20th-century experience would suggest otherwise. References1  Roth, A., & Sauer, P. (2025, August 19). Trump rules out sending US troops to Ukraine as part of security guarantees. The Guardian. https://www.theguardian.com/world/2025/aug/19/european-leaders-ukraine-russia-trump 2  Magramo, K., Kent, L., Lister, T., Edwards, C., Chowdhury, M., Sangal, A., Hammond, E., & Liptak, K. (2025, August 18). Trump meets Zelensky and European leaders at White House. CNN. https://edition.cnn.com/politics/live-news/trump-ukraine-zelensky-russia-putin-08-18-25 3  Europe must shoulder ‘lion’s share’ of Ukraine’s security, Vance says. (2025, August 21). AlJazeera. https://www.aljazeera.com/news/2025/8/21/europe-must-shoulder-lions-share-of-ukraines-security-vance-says 4  Mangan, D., Breuninger, K., Doherty, E., & Wilkie, C. (2025, August 18). Trump-Zelenskyy meeting paves the way for Ukraine security guarantees, trilateral talks with Putin. CNBC. https://www.cnbc.com/2025/08/18/trump-zelenskyy-ukraine-putin-live-updates.html 5  Rutland, P. (2025, August 22). The ‘security guarantee’ paradox: Too weak and it won’t protect Ukraine; too robust and Russia won’t accept it. The Conversation. https://theconversation.com/the-security-guarantee-paradox-too-weak-and-it-wont-protect-ukraine-too-robust-and-russia-wont-accept-it-263518 6  Schwartz, F., Barigazzi, J., & Webber, E. (2025, August 13). Trump tells European leaders US could provide security guarantees for Ukraine. Politico. https://www.politico.com/news/2025/08/13/trump-european-leaders-security-ukraine-00508598 7  The Russia-Ukraine War Report Card, Aug. 6, 2025. (n.d.). Russia Matters. Retrieved August 21, 2025, from https://www.russiamatters.org/news/russia-ukraine-war-report-card/russia-ukraine-war-report-card-aug-6-2025 8  A timeline of territorial shifts during Russia’s war on Ukraine. (2025, August 18). PBS News. https://www.pbs.org/newshour/world/a-timeline-of-territorial-shifts-during-russias-war-on-ukraine 9  Ukraine hit by multiple Russian strikes amid US-led push for end to war. (2025, August 19). Aljazeera. https://www.aljazeera.com/news/2025/8/19/ukraine-hit-by-multiple-russian-strikes-amid-us-led-push-for-end-to-war 10  Harvey, A., Mappes, G., Novikov, D., Sobieski, J., Young, J., Barros, G., Kagan, F. W., & Trotter, N. (2025, August 19). Russian Offensive Campaign Assessment, August 19, 2025. Institute for the Study of War. https://www.understandingwar.org/backgrounder/russian-offensive-campaign-assessment-august-19-2025 11  Smolar, P. (2025, August 19). War in Ukraine: Diplomatic efforts intensify ahead of possible Zelensky-Putin meeting. Le Monde. https://www.lemonde.fr/en/international/article/2025/08/19/war-in-ukraine-diplomatic-efforts-intensify-ahead-of-possible-zelensky-putin-meeting_6744508_4.html 12  Magramo, K., Yeung, J., Lau, C., Kent, L., Edwards, C., Chowdhury, M., Powell, T. B., Sangal, A., & Hammond, E. (2025, August 20). August 19, 2025: White House says Putin-Zelensky meeting plans are ‘underway’ following Trump meetings. CNN. https://edition.cnn.com/world/live-news/trump-ukraine-russia-zelensky-putin-08-19-25 13  European Union Leaders’ Statement on Ukraine. (2025, August 12). European Council, Council of the European Union. https://www.consilium.europa.eu/en/press/press-releases/2025/08/12/statement-by-european-union-leaders-on-ukraine/ 14  Hatton, B., & Davies, K. M. (2025, August 19). Despite a flurry of meetings on Russia’s war in Ukraine, major obstacles to peace remain. AP. https://apnews.com/article/russia-ukraine-war-trump-europe-next-steps-527983fab40e58208e9e18c943de696a 15  Westfall, S., & Ilyushina, M. (August 19). Here’s what Russia and Ukraine have demanded to end the war. The Washington Post. https://apnews.com/article/russia-ukraine-war-trump-europe-next-steps-527983fab40e58208e9e18c943de696a 16  European Union Leaders’ Statement on Ukraine. (2025, August 12). European Council, Council of the European Union. https://www.consilium.europa.eu/en/press/press-releases/2025/08/12/statement-by-european-union-leaders-on-ukraine/ 17  See more at: https://commission.europa.eu/about/organisation/college-commissioners/kaja-kallas_en 18  Wilson, T., & Lau, S. (2025, August 22). Proposed Ukraine land concessions are Putin’s trap, EU’s top diplomat tells BBC. BBC. https://www.bbc.com/news/articles/cp8zdezm507o 19  Coalition of the willing (Russo-Ukrainian War). (n.d.). Wikipedia, the Free Encyclopedia. Retrieved August 22, 2025, from https://en.wikipedia.org/wiki/Coalition_of_the_willing_(Russo-Ukrainian_War) 20  Martin, D. (2025, March 2). Britain and France to lead ‘coalition of the willing’ to save Ukraine. The Telegraph. https://www.telegraph.co.uk/politics/2025/03/02/britain-france-lead-coalition-willing-save-ukraine/ 21  European Union Leaders’ Statement on Ukraine. (2025, August 12). European Council, Council of the European Union. https://www.consilium.europa.eu/en/press/press-releases/2025/08/12/statement-by-european-union-leaders-on-ukraine/ 22  Tidey, A. (2025, August 19). EU and allies must “accelerate” work on Ukraine’s NATO-like security guarantees, Costa says. Euronews. https://www.euronews.com/my-europe/2025/08/19/eu-and-allies-must-accelerate-work-on-ukraines-nato-like-security-guarantees-costa-says 23  Webber, M. (2025, August 20). Ukraine war: what an ‘article 5-style’ security guarantee might look like. The Conversation. https://theconversation.com/ukraine-war-what-an-article-5-style-security-guarantee-might-look-like-263475 24  Is EU accession a security guarantee for Ukraine? (2025, August 22). The New Union Post. https://newunionpost.eu/2025/08/21/ukraine-security-guarantee-eu-accession/ 25  Gardner, F. (2025, August 19). What security guarantees for Ukraine would actually mean. BBC. https://www.bbc.com/news/articles/cx2qr08l1yko 26  Harding, L. (2025, August 19). What security guarantees might Ukraine get in return for a peace deal? The Guardian. https://www.theguardian.com/world/2025/aug/19/what-security-guarantees-might-ukraine-get-in-return-for-a-peace-deal 27  Genini, D. (2025). How the war in Ukraine has transformed the EU’s Common Foreign and Security Policy. Yearbook of European Law. https://doi.org/https://doi.org/10.1093/yel/yeaf003 28  Genini, D. (2025). How the war in Ukraine has transformed the EU’s Common Foreign and Security Policy. Yearbook of European Law. https://doi.org/https://doi.org/10.1093/yel/yeaf003 29  Beta, S., Hetherington, K., Contini, K., Zajda, M., Smyrnova, H., Bidnyi, I., Lipska, N., Bahno, M., Tsios, I., Lysenko, L., & Zimmerman, L. (2025, February 5). The Legal Basis for EU Security Guarantees for Ukraine. PILPG. https://www.publicinternationallawandpolicygroup.org/lawyering-justice-blog/2025/5/2/xebqjexqu8ccgsvbo2rmcv4w5an13q 30  Brotman, A. (2025, August 22). The Importance of Security Guarantees for Ukraine and Europe. Geopolitical Monitor. https://www.geopoliticalmonitor.com/the-importance-of-security-guarantees-for-ukraine-and-europe/ 31  Brotman, A. (2025, August 22). The Importance of Security Guarantees for Ukraine and Europe. Geopolitical Monitor. https://www.geopoliticalmonitor.com/the-importance-of-security-guarantees-for-ukraine-and-europe/  

Defense & Security
Jerusalem - March 01, 2020: Campaign billboard for

Shutdown Nation: The Political Economy of Self-Destruction

by Shir Hever

Abstract This article examines that the shift in Israeli society and political economy from ethnic socialism to individualistic capitalism was accompanied by a shift from a strategic and collectivist liberal Zionism to a nonstrategic individualistic right-wing populism. It is a shift that made the State of Israel vulnerable to shock and crisis, and turned it “from a startup nation to a shutdown nation.” Unlike the crisis caused by the 1973 war, Israel lacks the tools to cope with the crisis of October 7 and embarks on a path of self-destruction.Keywordssettler colonialism, right-wing populism, Middle East economies 1. Introduction: Zionism’s Transition From Collectivist to Individualistic Settler Colonialism The State of Israel is a settler-colonial project (Robinson 2013), and as such has never been self-sufficient. Israel’s first prime minister David Ben-Gurion cultivated Israel’s alliance with Western imperialism as part of a strategy to keep the Israeli military supplied with modern weapons and trading partners. Meanwhile, some neighboring Arab states cultivated an alliance with the Soviet Union. The bane of colonial societies is always the same: arrogance, and in Israel’s arrogance the seeds of its downfall were planted. Israeli society, very much like the white population of apartheid South Africa, developed a culture on racist foundations, and the disdain of the Indigenous Palestinian population spread to a patronizing and racist attitude towards Israel’s non-white Jewish population (Mizrahim and black Jews; Ben-Eliezer 2007). The history of Israel’s political economy can be traced along the trajectory of this arrogant approach and the events that confirm, or undermine, Israel’s arrogance. I briefly mention two such seminal events before proceeding to the more contemporary developments. The first was the war of 1967, which has given rise to Israel’s messianic religious right wing, certain that God is on Israel’s side. Israel’s “miraculous” victory against three Arab armies in just six days, commemorated in Israel’s name for the war “The Six Day War,” confirmed every racist stereotype in Israel’s colonialist culture. Popular songs celebrating Israel’s victory hit the radios, and the project of building illegal settlements on occupied Palestinian land, deporting prominent Palestinian leaders, and using collective punishment, such as home demolitions, have put a strain on Israel’s alliance with the imperialist West. Israel’s military industry was transformed by these events. After France, Israel’s biggest arms supplier at the time, imposed a military embargo on Israel because of the occupation, a new school of thought emerged in Israel’s security elite, arguing that Israel does not need to rely on foreign suppliers and could potentially produce all of its weapons and ammunition locally. The victory also gave rise to what Israelis have later retroactively called “the Conception”—the arrogant belief that Arab states will never try to defeat Israel on the battlefield again—having been overwhelmed by Israel’s superiority. The second event worthy of note occurred just over six years later, the war of 1973, also known as the October War. On October 6, 1973, Syria and Egypt launched a surprise attack that shattered Israel’s “Conception.” Israeli forces suffered heavy casualties, lost battles, and were forced to withdraw until the United States intervened with large-scale arms shipments. Israel’s dependency on Western support became undeniable. Even though Israeli forces, with the help of US weapons, eventually pushed back the Syrian and Egyptian armies, Israel was bloodied and traumatized. Israeli economists referred to the following decade as the “lost decade”—in which public resources were diverted to the arms industry and a large section of the workforce was recruited for extended military service with the reserves. The generation who fought in the 1973 war became wary of the danger of colonial arrogance (Bar-Joseph 2003). It was the generation that called for moderation in politics, for strategic thinking. The self-sufficiency illusion was nixed. Instead, Israel worked hard to position itself within global politics as a “bastion” against communism (just like South Africa did), and after the fall of the Soviet Union as a bastion against Islamic terrorism. The Oslo Peace Process was supposed to be Israel’s alibi, a show of willingness to compromise over territory in exchange for Western political legitimacy and normalization with Arab neighbors. Instead of a self-sustaining economy, Israel developed its political economy as a niche economy, becoming the world capital of the homeland security sector, with hundreds of companies exporting Israel’s “security expertise” in the form of surveillance technology, culminating in the export of spyware (Loewenstein 2023: 207). 2. Rise of the Right-Wing Populism in Israel The liberal Zionist project to rationalize colonialism has gradually failed, because of arrogance. In his article in Hebrew “A factory for blind spots” Ran Heilbronn explained the collapse of Israel’s security “expertise” through the reliance on technology and the belief that reality exists in the data, rather than the data being a tool to describe reality (Heilbronn 2024). The Israeli security industry conceived of the occupation as a laboratory for developing tools of oppression and marketing them as “field-tested” (Loewenstein 2023: 49). It has failed to reflect that the identity of the self-appointed security experts as colonizers makes them predictable. This is especially the case in their tendency to repeatedly underestimate Palestinians, because respecting the ability of Palestinians to develop creative methods of resistance and outwit Israeli oppressive measures undermines the racist arrogance that is necessary to justify apartheid (Shlaim 2015: 133–180). The rise of the populist right wing in Israel can be explained through the intergenerational discourse among Jewish Israeli society. The generation that fought in the militias to expel the Indigenous Palestinian population and establish the State of Israel, as well as its children, were raised on the collectivist values and glorifying sacrifice (Feige 2002: v–xiv). As a popular 1948 song by Haim Gouri played on official state ceremonies states, “love consecrated in blood will blossom amongst us once again.” Subsequent generations, those born since 1967, the “euphoria” period (including the baby-boom generation after the 1973 war; Ozacky-Lazar 2018: 18–24) and their children, have been raised on the sense of entitlement to the spoils of war for which their parents and grandparents made great sacrifices. Calls for further expanding the borders, acquiring more land, and building more settlements, which were consistently made by the settler movement, have been perceived by the older elites as an ungrateful disrespect to their own sacrifices, and that Israel is at a risk of overextending itself and losing everything. This has become the main narrative of liberal Zionism (Ayyash 2023). The intergenerational shift from strategic, “rational” Zionism based on calculated sacrifice for the purpose of colonizing Palestine while maintaining both a Jewish majority and good relations with the West, toward a religious populist Zionism built on a sense of entitlement, dismissing threats and obstacles to the Zionist Project, is a shift dialectically inherent to the colonial process and inseparable from it (Sabbagh-Khoury 2022). Every colonial society has a “founders” generation that is honored for its commitment to the collective national project at great personal costs, which is followed by increasingly entitled generations who are born with privileges and do not feel the need to earn or defend them. The colonial mythology exaggerates the significance of the founders’ efforts who “gave their lives to ensure that this land will be ours for posterity.” The demand from younger generations to make efforts to secure the land and the privileges of the colonizers diminishes from the mythology and is therefore rejected. The younger generations simply expect to inherit their privileges (Veracini 2010: 40). The right-wing advocates of collectivist nationalism and sacrifice (following the path of Jabotinsky, who in his Iron Wall manifesto warned that Palestinians will never give up their struggle against colonial domination, and Zionism must engage in an eternal battle (Jabotinsky 1923), have all but disappeared, being replaced by the right-wing populists, led most prominently by Benjamin Netanyahu. The main attraction of the right-wing populism is the idea of impunity: Israel can have its cake and eat it too. Disregard international law and international pressure, underestimate the potential of Palestinian resistance, and not make any sacrifices (Shad 2015: 167–178). As the rate of conscription to the Israeli military plummeted since the 1990s (Arlosoroff 2019; Shalev 2004: 88–101), Israelis became accustomed to justifying military aggression against Palestinians from the comfort of their armchairs. While refusal to serve remains a marginal phenomenon, draft dodging had become the norm, rather than the exception (Perez 2018). Yagil Levy referred to this shift as a capital-intensive warfare, using technology and expensive weaponry to multiply the impact of a smaller number of soldiers, thereby also increasing the negotiating power of those soldiers who were able to make demands for material and nonmaterial rewards in exchange for their military service, which conscripts would normally not be able to make (Levy 2003: 222). The populist right wing conflates the State of Israel with the Jewish people, ignoring both the existence of non-Jewish Israelis and the existence of non-Israeli Jews. Instead of addressing criticism and planning strategic responses, populists use ad-hominem attacks to delegitimize criticism. Netanyahu dismisses critique against Israel’s apartheid and war crimes as “antisemitic” whether it’s the BDS movement (Boycott, Divestments, Sanctions; Black 2014), legal action from the International Court of Justice or from the International Criminal Court (Heller 2019), or even recognition of the State of Palestine (Landale 2024). Eventually this populist argument has become mainstream so that even opposition leaders from the liberal Zionist factions adopted it (TOI Staff 2022). The liberal Zionist forces found themselves at a disadvantage after the invasion of Lebanon in 2006, which was seen as a military failure, and was exploited by the far right to accuse the government of weakness (Erlanger 2006). The Israeli attack against Gaza just before the February 2009 elections claimed the lives of over 1,400 Palestinians, most of them civilians. The leader of the liberal-Zionist camp at the time, Tzipi Livni, served as minister of foreign affairs. Her position was (and remains) that the liberal Zionist camp is more strategic and has more tools to secure Jewish control over Palestine than the populist right wing (Livni 2018). This argument backfired because the populist right wing grew domestically stronger in the face of threats of international restrictions. The same process occurred in 2022 with the publication of four reports about Israeli apartheid (Abofoul 2022), leading to the collapse of the last liberal Zionist government, which could not come up with a strategy to defend Israel from the accusation of apartheid. Just like the brutal attack on Gaza in the winter of 2008, the government of liberal Zionist parties tried to demonstrate its brutality toward Palestinians accusing six Palestinian civil society organizations of terrorism without showing evidence (OHCHR 2022) and by granting impunity to the soldier who murdered Al-Jazeera journalist Shireen Abu Akleh on May 11, 2022, in the course of the military campaign in the Jenin refugee camp (Al Jazeera 2022). This tactic failed in the elections of November 2022 just as it failed in the February 2009 elections. In early 2023, with the most far-right government in Israel’s history embarking on the judicial overhaul project, the people who protested the government’s antiliberal policy were the very same who maintain and profit from Israel’s security sector (Goodfriend 2023). Protestors in Tel-Aviv have adopted the slogan of the BDS movement (Boycott, Divestments, Sanctions) “from startup nation to shutdown nation” and printed it on a huge banner that they carried through the streets (Ben-David 2023), warning that Israel’s economy will shut down because of the policies of the far-right government. The demonstrators holding the sign were likely unaware of the fact that the slogan was coined by BDS, which is another example of blind spots caused by an unsustainable colonial situation. The prediction was prophetic, but interestingly the very same people who argued that Israel’s military strength is directly connected to the economic strength of its security sector, who warned against the economic collapse, did not predict the simultaneous collapse of Israel’s military strength. The rise of right-wing populism in Israel is fueled by elements that are inherent to the Israeli case: the settler-colonial intergenerational conflict, the economic transformation of the social contract, and the shift in the military structure and the role of militarism in society. Nevertheless, a fourth factor cannot be ignored, which is the rise of the populist right wing in the whole world, with the polarization of politics after the dashed expectations following the nineties (Greven 2016). The model of the right-wing populist leader—racist, hedonist, and corrupt—was only known in two countries in the nineties: in Israel with Netanyahu’s first term and in Italy with Silvio Berlusconi, before becoming widespread in the rest of the world starting in 2016. 3. The Systemic Vulnerability A key difference between the crisis of the 1973 war, and the crisis that Israel is experiencing since October 7, 2023, is the change in the economic structure of Israel. In its first three and a half decades of existence, Israel had a corporatist economic structure (Shalev 1986: 362–386), in which the government, unions, and the private sector cooperated to bolster and maintain the apartheid economic system, until the neoliberal reforms of 1985 (Ben Basat 2002: 1–22). Israel’s federation of labor unions—the Histadrut—played a central role in keeping Palestinian workers from the occupied West Bank and Gaza as a cheap and exploited labor force both before and after the reforms (Hiltermann 1989: 83–91). The reforms, however, changed the social contract at the base of the settler-colonial state. From a nationalist project in which the privileges of the Jewish population are collectively protected and collectively enjoyed by the Jewish population at the expense of the Indigenous Palestinian population, the neoliberal reforms turned Israel into an individualistic society in which privileges are enjoyed individually and reproduced by market forces for profit (Shalev 1986). In parallel to the way that a neoliberal order restructures the social contract between state and citizen, it also restructures the contract between state and soldier. As Yagil Levy argues, the Israeli tech sector serves as a reward mechanism to attract recruits into prestigious units, such as the notorious unit 8200, for the prospect of future lucrative employment in the private sector. This “negotiation,” to borrow Levy’s term, creates a military vulnerability. The collapse of Israel’s tech sector impacts the motivation of soldiers to serve in Israel’s technological units (Levy 2012: 47). The capitalist structure is more vulnerable. In the absence of a strong social safety net, individuals are expected to make their own risk assessment (Swirski et al. 2020: 5). Modern finances are a system of management expectation. Jonathan Nitzan and Shimshon Bichler have shown that the depths of crisis in capital can be measured in a time perspective. Cyclical crisis is marked by short-term expectations coupled with a long-term expectation for recovery. Investors attempt to build predictive models based on their assessment of future developments. In a systemic crisis, however—what Kliman, Bichler, and Nitzan call “systemic fear”—the predictive models are built on historical data, and investors are making fewer references to the future (Kliman et al. 2011: 61–118). One of the first voices to herald that the State of Israel has reached a dead-end was Marwan Bishara, who focused on the aspect of Israel’s regional integration into the Middle East, which remains an essential strategic element in Israel’s sustainable existence, but which could not continue after Israel embarked on the onslaught against the Gaza Strip, intentionally targeting civilians (Bishara 2023). The oppressive structure of the State of Israel is vulnerable to the external pressure that is applied by Palestinian resistance, which takes the form of both armed and unarmed resistance. The armed resistance is much less relevant to the discussion here, because the capitalist vulnerability is suspended in times of “security crisis,” framed as a temporary time in which collective mobilization and sacrifice are necessary. The unarmed forms of Palestinian resistance such as BDS expose the vulnerability of Israel’s apartheid and challenge the sustainability of the oppressive structures (Awad 1984). The slogan “they oppress, we BDS” leaves Israelis with no choice but to consider whether the same methods used to crush the Palestinian resistance are in the end self-defeating (Barghouti 2020). Palestinian resistance has developed through stages, searching for means to overcome Israeli oppression. Collective leadership replaced individualistic leadership in order to survive assassinations (Baylouny 2009). Intersectional and progressive alliance building proved effective in creating solidarity in the heart of Israel’s Western support bases, especially North America and Western Europe (Salih et al. 2020). While liberal Zionism excelled in infiltrating Palestinian society and sabotaging its resistance (Cohen 2009), the populist right adopts the dehumanization of Palestinians as a fact, rather than a tool, and is therefore unable to infiltrate Palestinian society effectively. As Major General Amos Gilad said in 2011 “we don’t do Gandhi very well” (Dana 2011)—Palestinians found the weak point in Israel’s oppressive regime. Israel’s closest allies begin to contemplate the unthinkable—the end of the Zionist state. For Germany, whose unconditional support for Israel turned into a quasi-state religion due to an intentional conflation of Judaism and the State of Israel (Moses 2021), the notion that the State of Israel will cease to exist is more controversial than the speculations about the imminent demise of the GDR (German Democratic Republic, which was dismantled in 1990). Nevertheless, even German mainstream media cannot silence the shutdown nation voices when they come from Israeli Jews or former Israeli Jews (Tschemerinsky 2024). Two prominent Israeli economists, Eugene Kandel and Ron Tzur, wrote a scathing report in which they come to the conclusion that Israel will not survive to its 100th year and kept the document a secret, worried that it could become a self-fulfilling prophecy. Faced with lack of interest from the government, however, they gave interviews about the report (Arlosoroff 2024). Israeli billionaire Gil Schwed compared Israel to Afghanistan—a state that collapsed under an Indigenous insurgency and abandoned by its US ally, and which does not attract foreign investments (Cohen 2024). The Haaretz newspaper published its editorial on Israel’s Independence Day with the headline that Israel will not survive to celebrate its 100th Independence Day. In the English version of the newspaper, the headline was qualified with the extra text “unless we are rid of Netanyahu” (Haaretz 2024). The expected delayed collapse is meaningless in a capitalist economy. Investors who believe that the State of Israel is a time bomb with a twenty-year timer will not buy Israeli bonds, nor invest in the economy. Parents will not want to raise children into (what they perceive as) an inevitable catastrophe and will exhaust all available options for leaving with their family (Silverstein 2024). Three Israeli historians have also addressed the events of October 7 and their aftermath as the end of the Zionist projects. Moshe Zimmermann, a Zionist scholar of German history and German-Israeli relations, commented in an extended interview that the Zionist project set up to create a secure haven for Jews, but that the State of Israel, the result of the Zionist project, has failed to protect its Jewish citizens on October 7, to take responsibility for the failure, or to develop a strategy to create more security in the future (Aderet 2023). From the opposite perspective, Ilan Pappe, an anti-Zionist scholar of the history of Palestine, published an essay listing six indicators to the demise of the Zionist project (Pappé 2024). Although the State of Israel does not by definition share the same fate of the Zionist project, and can conceivably exist without a Zionist government, Israeli institutions have, nevertheless, in the moment of crisis after October 7, published statements attesting to the centrality of Zionism to Israel’s existence as a state. The strongest example of these statements is the letter written by the Hebrew University to Knesset member Saran Haskel justifying the suspension of Prof. Nadera Shalhouv Kevorkian over her criticism against Zionism, by stressing that the Hebrew University is a Zionist institution (rather than an academic institution in which a plurality of opinions is encouraged) (Odeh 2024). Such unanimous agreement among Zionists and anti-Zionists about the fate of the Zionist project and its significance to the future of the State of Israel is an unprecedented consensus. Six months into the war, a third Israeli historian, Yuval Noah Harari, wrote that Israel is entering an unsustainable phase of global isolation and military defeat, and that only a quick ceasefire and structural change of policy (i.e., a break from Zionism) could save the State of Israel from demise (Noah-Harari 2024). 4. Conclusion It is this vulnerability, a society built on individualism and privilege, which made the October 7 attack a much bigger trauma for Israelis than other disasters that claimed the lives of hundreds, or even thousands, such as the 1973 war. The Israeli discourse cannot imagine a scenario in which the State of Israel and the Zionist project will recover from the crisis. Despite obsessive discussions about recovery (Bachar 2024), the need for national unity (Shwartz 2024), waging war until the “total victory” (Tharoor 2024)—the public discourse is full of Cassandrian predictions of doom—and every failure of the public institutions, whether in education, housing, electricity production, or health care, is seen as the tip of a much bigger iceberg (Motsky 2024). A state, its political economy, and its political culture require more than just institutions de jure to function. It requires a collective belief in a sustainable political project with a perspective into the future. The future of the people living in historical Palestine, between the river and the sea, whether Palestinians or Israelis, is very uncertain, but one thing seems almost certain—the current political system will not stay in place for long—and the process of its collapse carries a tremendous economic significance. It is too early to say how exactly the political changes effect the economic changes. The threat of economic crisis is tremendous, just as economic efforts are needed to recover from the war, rebuild the Gaza Strip, and treat the physical and mental injuries suffered. It can lead to default on the debt, hyperinflation, and pauperization of thousands. But the potential for ending Palestine’s isolation in the Middle East and opening trade, the resources diverted from security and the military to civilian purposes, and a recovery of the tourism sector can paint a positive scenario as well. Liberal Zionism developed an effective, albeit highly immoral, strategy of settler colonialism. It cultivated a strong Jewish collective around a myth of individual sacrifices for the sake of the nation. This strategy contributed to Israel’s ability in its first decades to expand its territory through illegal occupations while maintaining good relations with the West. But in the long run, it contained the dialectic seeds of its own destruction. Younger generations were taught to accept the achievements of liberal Zionism as permanent, so why should they sacrifice anything? For decades, liberal Zionists warned that the populist right wing undermines the foundations of the Zionist project itself. But even though these warnings were accurate, liberal Zionists failed to acknowledge how the system of Jewish supremacy and apartheid that they have established eventually and unavoidably led to the takeover of the Zionist project by an entitled and unstrategic generation. An important caveat must accompany this article. The weakness of Israeli institutions is in their ability and their willingness to perceive reality. All three historians quoted here for their texts about the imminent end of the Zionist project share a common blind spot: they do not acknowledge the role of the Palestinian resistance in bringing down the Zionist project, and speak in terms of tragedy (the tragic hero bears responsibility for his own downfall). The caveat here is that I too, the author, may not necessarily be in a better position to perceive reality. 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Defense & Security
The national flag of the Arab League on the background of flags of other countries

Arab-Israeli Mix: Low-scale Protests and the Increase in Terrorism Following the Outbreak of the Swords of Iron War

by Gadi Hitman , Nesya Rubinstein-Shemer

AbstractThis article seeks to examine the behavior patterns of the Arab society in Israel since the Israel-Hamas War began in October 2023. The uniqueness of this population is the ethnic-national and religious differences between it and the Jewish majority and their identification with the Palestinians. Theoretically, the behavior patterns will be analyzed using a model of three variables: religion, citizenship, and nationality. This qualitative study, based on interviews, media clips, and public statements by Arab public leaders, identifies several opposing trends: an increase in the scope of terrorism, protests on a limited scale, and the lack of a uniform response by the Arab leadership to the Hamas attack and the war that followed it.KeywordsArab society in Israel, terror, protest, leadership, Hamas, citizenship, identity Introduction On October 7, 2023, Hamas-led militants attacked Israel, killing more than 1,100 Israelis, including at least 20 Arab citizens. The Israeli response was a declaration of war on Hamas, which led to mass destruction within the Gaza Strip. As of December 2024, according to the Palestinian Ministry of Health in Gaza, more than 46,000 Palestinians have been killed by Israeli forces (AP, 2025). This is the highest number of victims on the Palestinian side since 1948. This figure raises a question regarding the reaction of Arab society in Israel, whose ethnic-national identity is the same as that of the Palestinians in the Gaza Strip and the West Bank. Scholars dealing with majority–minority relations, as in the case of Jews and non-Jews in Israel, tend to agree that 1948 was a turning point that affected the mutual relations between the parties. Israel became a sovereign state for Jews, which obliged it to establish a policy toward the non-Jewish minority, also called the Arabs in Israel. The established policy was based on two pillars: First, Israel sought to be a democracy, and hence, basic rights, such as citizenship, were given to the Arab minority. Second, Israel saw the Arab minority as a security threat due to its ethnic and religious affinity with the larger Arab world. This concern led to the imposition of a military administration (1948–1966) on the Arabs in Israel, which led to the creation of, on the ground, the following reality: a Jewish majority lives alongside an Arab minority. Both sides held common citizenship but differed in two characteristics, religion and nationality. This is how majority–minority relations revolve around a fixed triangle that serves as a basis for analyzing mutual relations both in routine and in cases of tension between the parties (Boimel, 2007). Historically, the Arabic society in Israel has recorded many incidents of protests on national, religious, or civil grounds. Protest events that degenerated into violence included 1958 events in Nazareth; on Land Day in 1976; in 1982 after the massacre in the Palestinian refugee camps in Lebanon (Sabra and Shatila); in the case of Umm el-Fahem lands in 1998; in the events of October 2000, and in May 2021 (Hitman, 2023). The ongoing war between Hamas and Israel since October 2023 is another case study that makes it possible to analyze the behavior of Arab society in Israel. Theoretical Framework The interaction between the state (or regime) and the people, namely, civilians, residents, illegal immigrants, and foreigners, is among the prominent topics that have been studied in recent decades (Coutin, 2011; Nyers, 2018). The existing sociological, political, anthropological, and legal literature delineates and analyzes case studies of confrontations between these parties worldwide. When case studies of mass protest or collective violence are discussed, the relevant questions are why, when, or what led to the clash between the state and the people and what led to an escalation. Every group of people has six potential methods to use when it is forced to respond to a regime’s policy or when it strives to achieve its goals through self-initiative: dialogue, separatism, indifference, identification, protest, and violence (Hitman, 2020). Israel is a multicultural country with a heterogeneous population consisting of Jews and non-Jews. Within these two categories are cultural subcategories: among the Jews, there are ultra-Orthodox, religious, traditional, and secular communities. Among the non-Jews, there are Arabs (Muslims and Christians), Druze, and other religious, ethnic, and linguistic minorities who have cultural freedom. As far as this study is concerned, the analysis distinguishes between the Jewish majority and the non-Jewish or Arab minority, whose religious and national identity is not that of the Jews. The cultural, religious, ethnic, and national diversity in such diverse societies raises questions about minority rights and how to achieve them. The differences between the Jewish majority and the non-Jewish minority are religious and national. The common denominator is that they are all citizens of Israel. The differences between the groups within Israel and the fact that the Israeli-Palestinian conflict has not yet come to a solution create a basis for friction between the parties on religious, national, or civil grounds. The last outbreak in May 2021 came after more than two decades of peaceful relations between the Arab minority and the Jewish majority following the events of October 2000 (Barnea, 2024). During these decades, Israeli Arab citizens, most of whom define themselves as Palestinians, had several opportunities to escalate the security situation within the state and challenge the regime: Operation Defensive Shield in Jenin (2002), the Second Lebanon War (2006), Operation Cast Lead (2008), the Marmara Flotilla (2010), Operation Pillar of Clouds (2012), Operation Protective Edge (2014), and the Nation-State Bill (2018) passed by Knesset. In all these cases, the Arab Israeli citizens’ response was to protest within the framework of the law (Frisch, 2017). The conceptual framework and the brief historical overview allow a discussion of the action patterns of Arab society in Israel following the war that began in October 2023. Even if the end date of the war is still unclear, it seems that after more than a year of ongoing hostilities, certain trends within this population can be pointed out. This article seeks to assert two preliminary claims. First, the scale of protest by Arab society in Israel in response to the war in Gaza is low and offers several explanations for this. Second, there has been a moderate increase in the scope of terrorism by individuals within Arab society, apparently due to the influence of the war. The article also aims to analyze the public statements of the Arab leadership in Israel and examine whether there is a consensus or differences in approaches that originate from different ideologies. Based on the triangle model of citizenship, nationalism, and religion, the study hypotheses are: 1) The increasing number of terrorist attacks, as noted below, carried out by Israeli Arabs since October 2023 indicates identification with the Palestinians in Gaza on a national basis. 2) The limited number of protests within the framework of the law reflects a tendency of most of the Arab public to prefer Israeli citizenship over national or religious identification with the Palestinians and with Hamas. 3) The public positions of the Arab leadership reflect ideological differences: Mansour Abbas adheres to a civil partnership, while his political opponents from the Joint List cling to their Palestinian national identity. Methodology This study adopts a combined qualitative and quantitative methodology based on the three hypotheses it seeks to confirm or refute. In the quantitative aspect, it maps the cases where there was a possibility of protest or violence on the part of the Arab society in Israel following the outbreak of the war in October 2023. Such events could be protests against the delivery of the law, clashes with the security system, or terrorist acts against Jews. Qualitative research aims to examine feelings, ideas, and experiences that are often impossible to translate into quantitative numerical data. The religious, national, or civil narrative is the most common tool to examine feelings and thoughts in qualitative studies because it allows researchers to analyze testimonies from their statements and activities. Thus, qualitative methodologies are likely to be used when seeking perceptions, opinions, and approaches, as in this specific study (Ugwu & Eze Val, 2023).In the qualitative aspect, statements were collected from the Arab society on social networks, leading Israeli and global news websites, and statements from public figures at the national level. It was then analyzed according to keywords relevant to this study, such as Israeli occupation, jihad, condemnation of Hamas terrorism, support for Palestinian terrorism, and identification with the victims in Israel and Gaza. Incidents of Terrorism In general, the number of Israeli Arabs involved in terrorism since 1948 is low (Abu Mookh, 2023; Kobowitz, 2019). Despite ethnic-national and religious diversity, which creates significant potential for sparking violence, various reasons have led to a trend of low-volume terrorism. An analysis of the data in the decade preceding October 2023 reveals the following picture: 1) According to the Israeli Security Agency (ISA), in 2013, the involvement of Israeli Arabs in terrorist attacks continued to be minor. The characteristics of terrorism in this case were twofold: going to Syria and joining ISIS or connecting to terrorist infrastructures of Palestinians in the West Bank (Shabak, 2013). 2) Most terrorist incidents involving Israeli Arabs in 2014 (a total of 10 cases) were related to outbreaks of protest and disorder, which included the use of Molotov cocktails attacks against Jewish drivers and setting fire to their cars. One case of the murder of a young Jewish woman by a Bedouin taxi driver stands out (Shabak, 2014). 3) In 2015, there was an increase (a total of 41 Israeli Arabs joined ISIS; a total of 15 terror attacks) in the scope of terrorism committed by Israeli Arabs: shooting and stabbing attacks in which 2 Israelis were killed and 13 wounded. This was also a year in which ISIS was at its peak, and this affected dozens of Israeli Arabs who joined its ranks. ISIS terrorist cells were exposed in several Arab communities, and Israel’s security forces arrested 41 Israeli Arabs (Shabak, 2015). It was likely due to the influence of propaganda by ISIS, which included calls to harm infidels. Between 2018 and 2022, the trend of terrorism by Israeli Arabs continued on a low scale (Abu Mookh, 2023; Kobowitz, 2019). An exception was the month of May 2021, in which violent clashes occurred between Arabs and Jews and security forces (Wall Guard incidents). These attacks resulted in the deaths of 14 Israelis, the vast majority of them members of the security system, such as soldiers and police (Nassar, 2022; Schlesinger, 2018). Regardless, the average number of attacks carried out by Israeli Arabs was four per year, significantly lower compared to the number since the war in Gaza began in October 2023. This indicates that the majority of Arab society has chosen to uphold the law and not risk punishment on criminal or security grounds that have the potential to harm the chances of integration into Israeli society. In this case, the civil element prevailed over the other elements in the relationship triangle. Based on media reports, since October 7, 2023, there has been a real increase in terror attempts and attacks by Israeli Arabs against Jews (mainly security forces). Based on various media and newspaper sources, one can identify that at least 13 cases were registered since October 7, of which Israeli Arabs executed 9 attacks and 4 were thwarted by the Israeli security forces. An analysis of these cases leads to the following insights. First, most of the perpetrators chose to commit stabbing attacks (six cases). In other cases, there were mob attacks, throwing stones, and one an attack that was a combination of a mob followed by an attack with an ax. Second, all involved were males between the ages of 13 and 28. An unusual case involved 9- to 10-year-old children throwing stones in the city of Lod (central Israel). Third, two Jews were murdered, and at least ten were injured, some of them severely. Fourth, all the attacks that were not thwarted were carried out by a single attacker and without the support of institutionalized terrorist organizations. Most of the victims were killed, and most of the perpetrators were affected by the security escalation in Israel, which is also a combination of religious (Hamas) and national (Palestinian) identification of the perpetrators. Finally, a geographic analysis of the attacks indicates diverse areas that include the north of Israel (4), the center (3), and the south (2) (Elbaz et al., 2024; El-Hai & Zeitoun, 2024; Eli & Moghrabi, 2024; Lalotashvili, 2023). An analysis of the terrorist attacks by the Arab population in Israel would not be complete without referring to terrorist attempts that the security forces in Israel managed to thwart. In March 2024, the Israeli media revealed that the Shin Bet and the police had uncovered a cell headed by Muhammad Khaled and Muhammad Yosef, residents of the city of Sakhnin (northern Israel). They intended to carry out terrorist acts in Israel, and members of their group purchased weapons originating from the West Bank. Khaled was in contact with the Hamas infrastructure in the Gaza Strip, which provided him with instructions for preparing explosives and directed him to recruit more members to promote terrorist activity (Alkalai, 2024). A senior police officer estimated that the events of the war in Gaza led to the decision of several individuals to establish a terror cell as part of their identification with Hamas. As part of the cooperation with the Palestinians (Hamas members from the Gaza Strip), the possibility of damaging strategic facilities within Israel was also examined (Hachmon, 2024). In July 2024, three young civilians from Kalansawa (central Israel) were arrested on suspicion of having contact with Palestinian terrorists from the West Bank and supplying weapons to terrorist elements. As part of the investigation, among other things, a pipe bomb, an M16 rifle, a Carlo rifle, another gun, and ammunition were seized (Diaz, 2024). In April 2024, a terrorist network consisting of Arab Israelis and Palestinian residents of the West Bank was exposed for conspiring to carry out serious and extensive terrorist activity throughout Israel (Koriel et al. 2024). The head of the cell is Bilal Nasasara, an Israeli Arab living in Rahat in the south of the country, who was responsible for recruiting operatives from Israel. During their investigations by the ISA, it was revealed that the suspects planned to carry out attacks near IDF bases and secure facilities, including the Ben-Gurion Airport. They also planned to assassinate the Minister of National Security Itamar Ben-Gvir after obtaining an RPG missile and kidnap IDF soldiers (Hacohen, 2024). Casualties among Israeli Arab Society following Hamas’ Attack The analysis of the terrorist data is only part of the characteristics and phenomena of the Arab society in Israel since October 2023. Close to 30 Muslim Arabs, citizens of Israel, were also murdered by Hamas (Goldman & Koplewitz, 2023) despite a fatwa from Hamas itself that forbids harming them (Izz al-din al-Qassam, 2022). Among the murdered were pregnant women (Sharon, 2023). These figures and the cases presented below illustrate the shared fate of living together as citizens of Israel. In this respect, the terrorist attack by Hamas did not distinguish between Jewish and Muslim victims. One of the prominent phenomena observed during the Hamas attack on Israel was the mutual guarantee between Jews and Muslims, all citizens of Israel. The story of Amer Abu-Sabila illustrates the shared fate of Muslims and Jews on October 7. Abu-Sabila, a 25-year-old father of two toddlers and an Israeli citizen from the Bedouin community in the Negev, saw Hodaya, the mother of two young daughters, in her car trying to escape the scene after her husband had been murdered before her eyes. Due to the intensity of the trauma, she was having difficulty driving, so Abu-Sabila got into her car to take her and her daughters to what he thought would be a safe place—Shderot police station. No one knew that at that time, armed terrorists were surrounding the police station building to take it over. When they arrived at the police station, Amer and Hodaya were murdered by Hamas terrorists, while the two little girls, aged 3 and 6, lay on the floor of the car in the back seat, witnesses to the horror (Times of Israel, 2023). Eventually, the two girls were rescued by the Israeli security forces who arrived at the scene a little later (Gabai, 2023). Abd al-Karim Nasasara from the Bedouin settlement of Kseifa in the Negev was also murdered by Hamas terrorists when he tried to rescue young people from the Nova music festival in Re’im (October7memorial, 2023). The 23-year-old Awad Musa Darawshe, from the northern Israeli village of Iksal, was in the festival complex as an ambulance driver and paramedic. When the terrorists entered, he found himself being approached by many wounded. He chose to stay and care for them until he was murdered (Hauzman, 2023). Yosef al-Ziadna, a resident of Rahat, was a minibus driver who took young people to the Nova festival on Friday. When frightened young people called him on Saturday morning at the start of the Hamas attack, al-Ziadna did not think twice and went to rescue them despite the entire area being under attack. With extraordinary bravery and despite continuous gunfire, he tried to save as many young people as possible. He managed to get 30 survivors of the massacre into his vehicle and save their lives. Al-Ziadna himself lost a relative who was murdered, and four of his family members were kidnapped to Gaza (Kidon & Cohen, 2023). Condemnations of the Hamas Attack among Arab Leaders The Arab political leadership in Israel is divided upon ideological lines: there are communists, Islamists, and nationalist parties. Among the Islamic parties is the United Arab List or the southern branch of the Islamic Movement (hereafter: Ra’am), headed by Knesset member Mansour Abbas. Ra’am represents the southern faction of the Islamic Movement in Israel. In contrast, the northern faction of the Islamic Movement, led by Sheikh Raed Salah, was outlawed by the State of Israel in 2015. On the other side, there are nationalist parties—Balad, led by Sami Abu Shehadeh, and Ta’al, led by Ahmad Tibi—and the communists (Hadash), led by Ayman Odeh. This section examines some of the statements of Arab leaders in the wake of the October 7 attack (Hitman, 2018). Mansour Abbas was the first Arab leader to condemn the Hamas attack as early as noon on October 7, when the dimensions of the disaster were not yet so clear. On his Twitter account, he denounced the “unfortunate, tragic, and obscene” events and called on all citizens of the country, Jews and Arabs, to behave responsibly and not be drawn into incitement. On October 10, he called on Hamas to release the abductees in their hands because “Islamic values command us not to imprison women, children, and the elderly” (Abbas, 2023). On November 6, he became the first Arab leader to meet with the heads of the families of the abductees (Shavit, 2023). On November 10, Abbas said in a TV interview that since the beginning of the war, he had been working as hard as possible to help free the hostages by appealing to religious leaders in the Muslim world. He watched the documentary Bearing Witness to the October 7th Massacre to feel the pain of the victims (Shinberg, 2023). Abbas also called for the removal of Knesset member Iman Khatib Yassin from his party, who claimed there was no massacre. He came out against the Balad demonstration that took place the day before—November 5, 2023—and claimed that Balad does not represent the mindset of Arab society. What does represent the mood in Arab society, according to Abbas, is the survey conducted by the Israel Democracy Institute in November 2023, which showed an unprecedented record of 70% identification of Israeli Arabs with the state (Abu Mookh, 2023). He concluded by saying that the goal is for Jewish and Arab societies to overcome this crisis together in peace (Oko, 2023). Statements and actions of this kind reflected Abbas’s choice of a civil partnership between Jews and Arabs in Israel, a position he has been advocating in recent years and stands in contradiction to the position of other political parties that prefer to highlight the Palestinian national identity. In another survey conducted by the Israel Democracy Institute (December 25, 2023), more than half of Arab society supported the positions of Abbas, according to whom the Hamas attack does not reflect Arab society and the values of Islam. Furthermore, most Arab societies supported the war effort (As’ad & Kaplan, 2023). Ahmad Tibi condemned the harm to civilians (but not fully), hurled accusations at the government and the Israeli right wing, and wrote about the need for an end to the occupation and peace for all parties (Tibi, 2023). On October 11, Tibi spoke about the efforts he was making to prevent incitement in the mixed cities, and on October 13, he addressed the Knesset, speaking about the difficult times and the horrific acts of murder committed in the South. He also spoke about the fact that there were Jewish victims as well as Arabs (Muslims) and condemned the events, but at the same time, he stated that revenge in the Gaza Strip was not the solution to the conflict (Tibi, 2023). Ayman Odeh wrote on his Twitter account on October 10, 2023 that the blood of the innocent was crying out and that there was another way, the way of peace, to be realized through the vision of two states (Odeh, 2023). In another post on the same day, he wrote that he had made calls to console his Jewish friends from Netiv HaAsara, his Arab friends from the Negev, and his friends from the Gaza Strip for the loss of their loved ones (Odeh, 2023). On October 11, Odeh, like Tibi, wrote that he was trying with local leaders in mixed cities and with the police to prevent violence and called on the Arab public to show restraint and responsibility. On October 13, in his speech in the Knesset, Odeh stated that nothing in the world, not even the occupation, justified harming civilians. He claimed that revenge in the Gaza Strip is not the solution and that only a political solution aimed at peace would bring security (Odeh, 2023). Theoretically and empirically, these statements reflected rhetorics to merge authentic sympathy for the Israeli (Jew and Arab) victims and, at the same time, to call for a solution to the ethno-national conflict between Israel and the Palestinians. Sami Abu Shehadeh did not condemn the atrocities of October 7. Instead, he accused US President Joe Biden of giving Israel the green light to carry out ethnic cleansing of Gazans, expressing his pain about this (Abu Shahadeh, 2023). On October 17, Abu Shahadeh wrote on Twitter of the hypocritical Western approach toward Israelis and Palestinians. Given Biden’s visit to Israel on October 18, he asked whether Biden intended to pass through the Gaza Strip and see the Israeli damage or talk to the families of the injured Gazans (Abu Shahadeh, 2023). Raed Salah, the leader of the northern faction of the Islamic Movement, distributed a video on Al-Jazeera in which he addressed the international audience and asked every Muslim, Christian, and Jew to call for an end to the war (YouTube, 2023). He called on the public to spread peace, oppose damage to mosques, churches, and synagogues, and allow freedom of prayer. He spoke against harming the innocent: the elderly, women, and children (Al-Jazeera, 2023). In this video, Salah used general phrases about harming innocent people. There was no reference in it to the massacre committed by Hamas on October 7 or its condemnation. A month after the start of the war, Salah appealed in an interview on Al-Jazeera to every person of conscience in the world to call for an end to the humanitarian disaster in the Gaza Strip. In addition, he praised the European nations, who, unlike their governments, showed humanity and took to the streets (YouTube, 2023). Sheikh Salah’s activity reflects full religious identification with Hamas (both movements emerged from the Muslim Brotherhood). His call for a worldwide protest against Israel’s actions in the Gaza Strip was the maximum he could do. He chose not to incite a protest inside Israel because the faction he heads was outlawed, and he knew he risked another indictment. In this case, he took advantage of his right as a citizen in a democratic country to raise his voice without breaking the law. Kamal Khatib, Salah’s deputy within the northern branch of the Islamic Movement, also ignored Hamas’ atrocities and focused on accusing the Israeli side. On October 11, he wrote on Facebook that there was Jewish incitement against Arab Israeli leaders and that Jewish groups had distributed lists with the names and addresses of Arab leaders in Israel and defined them as a fifth column (Khatib, 2023). He said that the threats would not affect them or change their identity. He signed off the post with the following sentence: “We are getting closer to salvation, be happy” (Khatib, 2023). On October 24, he uploaded a video to the YouTube channel of Muwatini 48, a channel associated with the northern faction of the Islamic Movement, under the title: “Has the military government returned?” In the video, he said: “Since 7 October, what has happened in Israel, our people in the Palestinian interior have been exposed to an unprecedented attack.” He talked about gagging, preventing demonstrations, and preventing freedom of expression, as well as about the hundreds arrested and indicted. He concluded by saying he was not afraid of any threat and was proud of his Palestinian and Islamic identity (YouTube, 2023). In terms of reviewing the statements of the leaders of the Arab public after the massacre of October 7, their statements are not uniform and reflect personal (and collective) identity and ideology. The Islamic Movement’s Northern Branch was careful about expressing support for Hamas but emphasized religious and Palestinian identity. The nationalists focused on the Palestinian side being the victim of the conflict, and the communists called for a peaceful solution and coexistence between the parties. Anti-war Protests among the Arab Public Hamas attempted to recruit Israeli Arabs to its ranks as early as on October 7. In a recorded speech published on that day, Muhammad Deif, the commander of the military wing of Hamas, called on the Arabs of Israel to join Hamas (YouTube, 2023). Hamas sees the Israeli Arabs as a significant force that can help them in any conflict with Israel due to their proximity to major traffic routes and population concentrations (MEMRI, 2023). Previously, in May 2021, Hamas managed to mobilize the Israeli Arabs, who broke out in violent riots all over the country, especially in mixed cities (Hitman, 2023). Scholars in the Muslim world affiliated with Hamas also tried to harness the Muslim citizens of Israel for war against the State of Israel. For example, on November 7, 2023, the International Union of Muslin Scholars (IUMS) issued a fatwa regarding the duty of the governments of Arab countries and Muslims worldwide concerning the war in Palestine. They stated that all Muslims have an obligation to go out and fight for the victory of Gaza; according to the circle theory, with the first circle being the Palestinians in the West Bank, the second being the 1948 Arabs living in Israel, followed by the Arab countries neighboring Israel and, finally, the other Arab and Muslim countries (Ijtihad & Fatwa Committee of the International Union of Muslim Scholars, 2023). All these efforts were made based on a common national and religious identity. Unlike May 2021, when Israeli Arabs erupted in violent riots all over Israel, the religious leadership of the Muslims in Israel, namely the Islamic Movement’s two factions, did not respond to this call by IUMS. The Arab society in Israel responded to the war in Gaza with demonstrations and manifestations of protest. An exception in this context is the story of teacher Rami Habiballah from the north of Israel, who contacted Hamas operatives abroad to promote terrorist attacks in Israel during the war (Senyor & Mughrabi, 2024). The constant dilemma of the Arab residents of Israel, based on the triangle model presented in this article, was also expressed in the manifestations of the protest. On the one hand, some lost their family members in the war, and, on the other hand, some called for an end to it, claiming identification with Gaza. On October 12, 2023, the police dispersed a 15-vehicle Hamas support convoy in Umm el-Fahem and detained four people for questioning (Machol, 2023). On October 18, before the IDF’s ground invasion of the Gaza Strip, Arab demonstrators took to the streets of Haifa Um el-Fahem and Taiba, calling for an end to the war in the Gaza Strip. Following the demonstrations and clashes with the police, several protesters were arrested (Khoury, 2023). On November 9, 2023, senior figures in the leadership of the Arab public, including Muhammad Barakeh, head of the Monitoring Committee of the Israeli Arab Leadership, and senior members of Balad (Abu Shehadeh, Hanin Zoabi, and Mtanes Shehadeh), organized a demonstration against the war in the northern city of Nazareth. The senior leadership of the Arab public in the country was invited to the demonstration. The demonstration was dispersed because the police claimed it was illegal (Sha’alan, 2023). In January 2024, a protest was held in Haifa to stop the war. This protest was the first of its kind, as both Jewish left-wing activists and Israeli Arabs from Haifa attended it. The protesters called for peace, an end to the war, and a stop to the cycle of bloodshed (Al-Jazeera, 2024). Unlike previous protests, the participants were asked to demonstrate their shared citizenship and concern for the victims and express their hope for ending the conflict. On March 2, 2024, a demonstration was held in Kafr Kanna. The demonstration was organized by the Supreme Monitoring Committee of the Israeli Arab Public after many difficulties in obtaining the necessary approvals from the Israeli police. In this demonstration, calls were heard for an end to the war in the Gaza Strip, identification with the Palestinians, and resistance to the occupation. In addition, Barakeh addressed the common national identity of the Israeli Arabs and the Palestinians, stating that the Arab public would not forget what is happening in the West Bank and the Gaza Strip and that the Arab public was best suited to protecting Al-Aqsa and the holy places from “the occupying Zionists” (Halevi, 2024). It can be observed that despite the severe war in the Gaza Strip, the destruction, and the many Gazan casualties, there was no escalation in the reaction of Israeli Arabs. Unlike the violent events of May 2021, they chose to maintain a low profile and limit their actions to calling for an end to the war through nonviolent demonstrations. This pattern of sporadic demonstrations led residents of the Gaza Strip to accuse Israeli Arabs of not participating in the protests, not supporting Gazans, and remaining silent throughout the war (Zbeedat, 2024). This situation can be understood considering that Israeli Arabs were also affected by the Hamas attack. Two additional reasons for the lack of violent incidents between Jews and Arabs are the enforcement policies of the Israeli police and the Ministry of Justice against expressions of support for Hamas or Gaza and the informational campaign by the Israeli government aimed at the Arab public (Sha’alan, 2024). In practice, the Israeli establishment implemented a stringent enforcement policy against anyone suspected of supporting Hamas or encouraging terrorism within Israel, particularly on social media. This was the case in November 2023, when the police arrested 103 suspects for expressing support for Hamas, with 46 indictments filed. In comparison, from 2018 to 2022, only 88 indictments were filed (Ma’anit et al., 2023). The fact that in the summer of 2024, the number of demonstrations by Arab society against the war has significantly decreased shows not only a routine in the shadow of war but a growing understanding that despite identification with the Palestinian nation, life has its own dynamics, and being citizens of a democratic state creates opportunities for them (alongside threats due to being a minority group). In almost all cases, the decision to stick to peaceful demonstrations is an expression of the clear preference of the Arab public to stick to their citizenship. The fact that the police arrested a few hundred out of a population of 1.5 million is also evidence that the majority of Arab society in Israel sympathizes with the Palestinian nation but remains indifferent when it is required to act in protest or violence to promote Palestinian national interests. Finally, the ongoing war has increased the lack of trust between Jews and Arabs. It is a common phenomenon in majority–minority interaction, especially when the political–identitarian conflict is intractable (Vered & Bar-Tal, 2017). The two cases below illustrate this argument: • Maisa Abd Elhadi, an Arab citizen of Israel from Nazareth, is known for her roles in numerous Israeli series and films and for representing Israel at international festivals. After the Hamas attack, Abd Elhadi posted content on social media expressing support for the terrorist organization and showing enthusiasm for the abduction of Israeli soldiers and civilians to the Gaza Strip (Sever & Machol, 2023). As a result, she was detained for questioning by the police, the broadcasting company HOT announced the termination of its association with her, and her representation agency, Kafri ended its contract with her (Mish’ali, 2023). Ultimately, she was released after 1 day of detention and placed under house arrest with restrictive conditions until December 2024 (Moshkovitz, 2023). • Dr. Abed Samara, the head of the cardiac intensive care unit at Hasharon Hospital, was suspended from his position in mid-October after the hospital’s management interpreted posts he made on Facebook expressing support for Hamas (Drucker, 2023; Efrati, 2023). After a month and a half of suspension and a battle to clear his name with the hospital administration, Samara decided in early December to leave the hospital where he had worked for 15 years due to the hostile atmosphere and the breach of trust between him and the management. The war between Israel and Gaza since October 2023 was another opportunity for Hamas to mobilize Arab society in Israel to support it on the basis of a common national identity. The long duration of the war resulted in reactions within the Arab society that highlighted identification with the Palestinian victims which was mainly expressed in support from afar through social platforms. Along with this, there was a minor increase in the number of terrorist attacks, although the protest was in low numbers. The Israeli government, against the backdrop of the war, took a rigid approach toward Arab demonstrators in an attempt to deter any escalation. Yet, the vast majority of the Israel Arabs did not participate in protests or engage in violence. Conclusion Like previous conflicts between Israel and the Palestinians, the war in the Gaza Strip once again illustrated the complexity of Israeli Arabs’ reality and identity. They have Israeli citizenship and live among Jews. At the same time, their national and religious identities are different from the Jewish majority. This permanent situation and their activity since the beginning of the war in the Gaza Strip in October 2023 lead to several conclusions. First, they have no immunity against possible harm from terrorism. Second, their national and religious identity led a small number of them to act illegally and violently and carry out terrorist attacks against Jews. Third, compared to 2014, there has been an increase in the number of terror attacks carried out by Israeli Arabs. It is an outcome of shared national (and sometimes religious) identity with the Palestinians. Fourth, the vast majority of Arab society in Israel did not take part in protests or violence in response to the war. They remained passive and continued their lives without risking punitive measures from the government. In this context, it is worth noting that there has been an increase in the Arab society’s level of fear of the Israeli establishment, and some of the elements representing it have announced strict enforcement in the case of identifying with Hamas or breaking the law. Finally, the Arab leadership is not united in its attitude to the war. Their public statements reflect a traditional ideological difference, which puts an insurmountable barrier to forming a unified front of a minority society that constantly asks to improve its standard of civil life. Declaration of Conflicting InterestsThe authors declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.FundingThe authors received no financial support for the research, authorship, and/or publication of this article.ORCID iDGadi Hitman https://orcid.org/0000-0002-9018-1241ReferencesAbbas Mansour. (2023, October 7). 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Defense & Security
Hezbollah's supporters at Liberation Day (Bint Jbeil, 25 May 2014)

Hezbollah’s Hemispheric Backup: Strategic Redundancy in South America

by Jeffery A. Tobin

When Hezbollah makes headlines, it’s usually in reference to its military entrenchment in southern Lebanon, its alignment with Iran, or its influence on the internal politics of Beirut. Rarely does the Western Hemisphere—let alone South America—enter the discussion. And when it does, the framing tends to follow a familiar arc: Hezbollah, in search of hard currency, has plugged itself into narcotics, smuggling, and money laundering networks across the continent, particularly in the Tri-Border Area of Paraguay, Brazil, and Argentina. This framing is not entirely wrong—but it is incomplete. The prevailing analysis treats Hezbollah’s South American activity as an opportunistic extension of its Middle Eastern operations: a way to fund the real action elsewhere (Sánchez-Azuara 2024). But this view underestimates the strategic thinking behind the group’s presence in the region. It also overlooks what Hezbollah has built. This is not a haphazard criminal sideline. It is a strategic redundancy network—a deliberately constructed system that enables Hezbollah to replicate key elements of its logistical, financial, and operational architecture outside the Middle East. In engineering, redundancy is the backbone of resilience. Critical systems—airplanes, power grids, even satellites—include backups not because failure is likely, but because failure must not be catastrophic. Hezbollah has applied this principle to its global infrastructure. In South America, it has established a parallel network that functions as an insurance policy. When borders close in the Levant, when sanctions bite into banks in Beirut, when surveillance escalates in Damascus or Baghdad, Hezbollah’s South American infrastructure absorbs the shock. It keeps the lights on. Quietly. Hezbollah’s footprint in South America must be reinterpreted in light of this logic. Its operations are not merely about funding jihad, nor do they reflect simple criminal diversification. Rather, they represent a strategic adaptation: a forward-looking response to growing constraints in the Middle East and a model of globalized insurgency capable of surviving geopolitical disruption. By embedding itself in regions with weak enforcement, complex diasporas, and pliable state actors, Hezbollah has created a system that mirrors and supplements its core operational capacities in Lebanon. The implications ripple outward to multinational corporations, humanitarian NGOs, diplomatic missions, and financial institutions operating in the Western Hemisphere. More Than a Militia: A Low-Burn Threat with High-Stakes Implications for South America Most strategic planning in the Americas does not seriously account for Hezbollah. But Hezbollah includes the Americas in its strategy—and has for years. Reports by the U.S. State Department, regional intelligence agencies, and investigative journalists have traced its fundraising and logistics operations as far back as the 1980s. The group’s involvement in the 1992 bombing of the Israeli Embassy and the 1994 attack on the AMIA Jewish cultural center in Buenos Aires shocked the region and revealed its operational reach. Yet even after those attacks, Hezbollah’s local infrastructure remained largely untouched. Over time, it adapted—becoming quieter, less kinetic, and more commercially embedded. Today, Hezbollah’s presence in the region extends beyond Argentina. Its operatives and facilitators maintain networks across Paraguay, Brazil, Venezuela, and increasingly, Panama and Chile. In some areas, the group benefits from corrupt municipal officials and overburdened law enforcement. In others, it leverages familial ties within Lebanese diaspora communities—many of which have resided in South America for generations and engage in wholly legitimate commerce. This duality allows Hezbollah to move seamlessly between legal and illegal domains, between visibility and invisibility. What is more, Hezbollah’s activities in South America illustrate a critical shift in how non-state actors pursue durability. The post-9/11 focus on active cells, kinetic operations, and centralized command has obscured the ways in which militant groups evolve under pressure. Hezbollah’s Latin American strategy reflects not just persistence, but future-proofing. It prepares the group to operate, fundraise, and survive—even if Lebanon’s political landscape collapses or U.S. and Israeli countermeasures grow more precise. This is what makes Hezbollah’s Latin American footprint so consequential—and so misunderstood. It does not need to launch attacks from Buenos Aires or Caracas to matter. Its function lies elsewhere: in logistics, in mobility, in backup planning. Its value is latent—until it isn’t. This article reexamines Hezbollah’s presence in South America as a strategic redundancy network—a global infrastructure designed to insulate the organization from volatility in its home region. It maps Hezbollah’s key nodes across the Tri-Border Area, Brazil, and Venezuela; analyzes how this network blends ideology, crime, and strategic depth; and assesses the risks these structures pose to multinational companies, diplomatic missions, and local governance. By shifting the analytical lens from terrorism-as-attack to terrorism-as-infrastructure, we gain a more accurate understanding of Hezbollah’s evolution. We also sharpen our ability to assess long-term risks that don’t always announce themselves through violence. The threat is not just in what Hezbollah does—but in what it has already built. To understand Hezbollah’s long game in South America, we must stop treating its regional footprint as a patchwork of illicit side hustles and begin seeing it for what it is: a modular system, designed to flex and absorb pressure. Its parts do not function in isolation. They interlock—geographically, financially, and politically—to provide resilience against external disruption (Fanusie and Entz 2017). The Tri-Border Area and Venezuela anchor this network. One provides operational depth; the other, state-enabled sanctuary. This networked approach reflects a deliberate organizational logic: decentralization without disintegration. Hezbollah doesn’t need to command every operation from Beirut to exert control. Instead, it builds regional capacities—trusted facilitators, revenue-generating enterprises, covert logistics—that can operate semi-autonomously while remaining ideologically and financially tethered to the core. The value lies in the system’s adaptability. South America’s legal pluralism, infrastructural gaps, and uneven political allegiances allow Hezbollah to embed itself in multiple jurisdictions, each contributing to a broader architecture of operational continuity. The redundancy isn’t accidental—it’s engineered to allow Hezbollah to absorb disruption without systemic collapse. At the confluence of Paraguay, Brazil, and Argentina lies the Tri-Border Area, a notorious gray zone where Hezbollah has operated with continuity for over three decades (Marinides 2021). Since the 1990s, the group has leveraged this region’s smuggling economy, its cash-based transactions, and its thin rule of law to generate income and obscure its footprints (Giambertoni March 2025; Singh & Lamar 2024). More than a staging ground, the region functions as a logistical twin to Hezbollah’s Levantine infrastructure: cash businesses, hawala systems, safe houses, and a deep bench of operatives linked by blood, marriage, and communal identity. The Lebanese diaspora, concentrated in cities like Ciudad del Este and Foz do Iguaçu, provides both legitimacy and opacity. While most community members engage in legal commerce, Hezbollah operatives exploit social and familial networks to build financial pipelines and conceal movement. Individuals like Assad Ahmad Barakat—an alleged financier whose web of import-export businesses stretched across Paraguay and Brazil—reveal the sophistication and scale of these operations (BBC 2018). But what makes the Tri-Border Area especially valuable is not just what Hezbollah can do there—it’s what it can replicate. This zone mirrors the group’s operational core: informal financial tools, plausible cover, limited state oversight. It offers a plug-and-play platform that persists even when international pressure tightens elsewhere. If the Tri-Border Area is Hezbollah’s logistical limb, Venezuela is its political lung—a place where the group doesn’t just operate despite the state but, increasingly, through it. Under the leadership of Hugo Chávez and now Nicolás Maduro, Venezuela has extended cover to Hezbollah-linked actors in ways that surpass tolerance and verge on partnership. Evidence abounds. In 2015, reports emerged that Venezuelan authorities had issued passports, national ID cards, and even birth certificates to individuals with suspected ties to Hezbollah and other extremist groups (Humire 2020). These documents grant mobility across Latin America and even into Europe. Meanwhile, direct flights between Caracas and Tehran—often operated by Iran’s Mahan Air, a U.S.-sanctioned airline with alleged ties to the Islamic Revolutionary Guard Corps—further illustrate the depth of coordination. Financial networks also interlace. Venezuelan state-owned banks, particularly under Chávez, were reportedly used to move funds on behalf of Hezbollah-aligned entities, sometimes in cooperation with Lebanese banks later implicated in terror financing (Testimony, U.S. Congress 2011). This alignment is less ideological than pragmatic: Hezbollah gains security, access, and mobility; Venezuela gains a partner in sanctions circumvention and international leverage. Crucially, Venezuela adds a layer of strategic camouflage to Hezbollah’s hemispheric model. While the TBA offers discretion, Caracas offers impunity (Berg 2022). The group can move assets, people, and ideas through Venezuelan channels under the guise of diplomatic exchanges or dual-national transactions. This is state-enabled redundancy: not merely a lack of enforcement, but the active insulation of Hezbollah’s operational flexibility. Together, these zones demonstrate that Hezbollah’s South American presence is not improvised—it is layered. When Argentine prosecutors expose a cell in Buenos Aires, networks in São Paulo remain untouched. When Brazil clamps down on a hawala chain, cash still flows through real estate deals in Caracas. The system is designed to endure partial failure, the way cloud computing routes around downed servers or insurgent groups retreat into sympathetic terrain. The architecture matters because it reveals the logic behind Hezbollah’s global adaptation. This is not a franchise operation outsourced to disconnected local actors. It is a strategic mesh that functions like a second operating system: invisible unless you’re looking for it, vital when the primary network goes offline. And increasingly, Hezbollah seems to assume that its primary network will face pressure—from war, collapse, sanctions, or surveillance. Its bet on South America is a bet on resilience: that geography, corruption, and complexity will give it space to breathe, to rebuild, to persist (Vianna de Azevedo 2018). If Hezbollah’s operations in South America offer strategic redundancy, then its model of action is what enables that redundancy to function. Hezbollah is no longer simply a militant group with a sideline in organized crime—it is a criminal-security complex, able to blend ideological loyalty, transnational finance, and illicit commerce into a coherent infrastructure. This hybridization is not an accident of globalization. It is an intentional adaptation: a convergence of warfighting, financing, and shadow governance designed to give the group longevity across regions and regimes. The group’s operations across South America exemplify this logic. Hezbollah traffics in cocaine not because it is drifting ideologically, but because narcotrafficking enables financial independence (Cengiz and Pardo-Herrera, 2023). It launders money through construction firms, front charities, and black-market trade not just to enrich itself, but to diversify revenue streams that are otherwise vulnerable to sanctions, asset freezes, and regulatory scrutiny. The criminal activity is not peripheral—it is integral. It funds social services in Lebanon, underwrites salaries, and maintains Hezbollah’s standing as both a state within a state and an actor without borders. Although Hezbollah’s operations in South America often emphasize logistics, finance, and redundancy, this does not mean the group has abandoned violent ambitions in the region. It has a bloody legacy. In more recent years, several planned attacks have been foiled. In 2023, Brazilian police stopped a Hezbollah-linked plot to assassinate Jewish community members in São Paulo (Ottolenghi 2024). In 2024, Peruvian police arrested Majid Azizi, who was linked to Iran’s Quds force and a plan to kill Israelis (Associated Press 2024). These incidents reinforce that Hezbollah’s South American presence is not merely infrastructural—it remains strategically capable of violence, should conditions allow or directives come from the group’s central leadership. Critically, Hezbollah’s integration into South America’s illicit economies also offers another layer of camouflage. In regions like the Tri-Border Area or peri-urban zones of São Paulo and Caracas, Hezbollah-linked actors look indistinguishable from the broader ecology of criminality—traffickers, smugglers, forgers, corrupt customs agents. This horizontal integration into shared logistics chains, financial systems, and market ecosystems makes it harder to isolate and disrupt Hezbollah’s footprint without simultaneously challenging broader organized crime structures. The result is a kind of strategic opacity: Hezbollah disappears not by hiding, but by blending in. For multinational corporations, humanitarian NGOs, and diplomatic missions operating in South America, this criminal-security complex presents a growing, if largely unacknowledged, threat. The risk does not lie in direct targeting—there is little evidence that Hezbollah seeks to attack Western firms or consulates on South American soil. Rather, the danger lies in proximity and entanglement (Giambertoni April 2025). Financial institutions may unwittingly process laundered money that ultimately funds Hezbollah’s activities. Logistics companies may contract with Hezbollah-linked freight operators (FinCEN 2024). NGOs operating in diaspora communities may encounter pressure, coercion, or exploitation. Extractive industries—especially in energy, mining, and infrastructure—face particular exposure (Chehayeb 2023). These sectors rely on subcontractors, regional supply chains, and informal agreements that can overlap with Hezbollah’s facilitation networks. The opacity of ownership structures in some Latin American business environments makes it difficult to know where one entity ends and another begins. A subcontractor in Brazil with access to port logistics might also be part of a shell company system that channels funds back to Beirut. A bonded warehouse in Ciudad del Este may function both as a legitimate import hub and a conduit for hawala-based financing tied to Hezbollah’s broader network. For diplomats, the risks are different but no less concerning. In states with fragile institutions or politicized security services—such as Venezuela or parts of Paraguay—Hezbollah-linked actors may enjoy informal protection from scrutiny. Intelligence-sharing becomes inconsistent. Local officials may be compromised. Embassies may be surveilled—not just by hostile governments, but by non-state actors with access to state resources (Giambertoni March 2025). In these contexts, the lines between criminal enterprise, political patronage, and extremist logistics begin to blur. These risks remain under-assessed. Most private-sector risk management strategies focus on regulatory compliance, physical security, and reputational threats. Few include Hezbollah in their risk matrix—particularly outside of the Middle East. Similarly, many Western diplomatic missions in Latin America treat terrorism as a foreign concern, rather than an embedded dimension of local security dynamics. This leaves a strategic blind spot: a low-visibility, high-impact network capable of exerting pressure not through acts of violence, but through slow, systemic infiltration of commerce, finance, and institutional space. Hezbollah’s strength lies not only in its weapons, but in its ability to move undetected through legal and illegal spheres (Realuyo 2023). Its South American network functions because it is underestimated—because it doesn’t look like a threat until it’s too late. For governments and global businesses alike, failing to recognize this hybrid model is not just an analytical error. It is a real vulnerability. Policy Recommendations If Hezbollah’s operations in South America represent a strategic redundancy network, then our policy responses must move beyond traditional counterterrorism frameworks. We can no longer afford to treat Hezbollah as a regionally bounded threat or assume that the absence of direct attacks in the Western Hemisphere equates to the absence of risk (Williams & Quincoses 2019). What’s needed is a recalibration of threat assessment tools—across intelligence, diplomacy, and corporate risk management—that recognizes Hezbollah’s global infrastructure as a durable, layered, and often latent system of power. Four policy recommendations are set out below. (1) Reframe Counterterrorism to Include Redundancy Networks. Current counterterrorism paradigms often emphasize active cells, plots, and kinetic capability. But Hezbollah’s South American presence thrives in the space between categories—not as an imminent military threat, but as a strategic platform for financing, mobility, and long-term resilience. Intelligence agencies and regional policymakers should explicitly include redundancy mapping in their threat assessments. This means tracing not only individual actors but also financial pipelines, logistics corridors, and diaspora-based facilitation networks.Tools developed to combat transnational organized crime—such as financial intelligence units, sanctions compliance structures, and asset-tracing software—should be integrated into counterterrorism workflows. This is particularly important in countries with weak institutional capacity. Regional partnerships, including within the Organization of American States, should prioritize shared methodologies for identifying overlapping illicit economies that enable both criminal and extremist actors to operate with impunity. (2) Build Strategic Partnerships with the Private Sector. Hezbollah’s infrastructure often intersects with legitimate commercial activities: shipping, construction, hospitality, real estate. As such, private sector actors—including banks, insurers, freight companies, and law firms—are essential stakeholders in any meaningful containment strategy. Governments should expand existing public-private initiatives, like those managed through financial transparency task forces and corporate compliance alliances, to include modules specific to extremist logistics and terrorism-financing risk in the Americas.This also means equipping multinational corporations with the right conceptual frameworks. Current risk matrices focus on political instability, cyber threats, and reputational harm. Few companies assess whether their contractors, vendors, or local partners may serve as inadvertent facilitators of a terrorist redundancy system. Governments can assist by anonymizing and sharing case studies, refining due diligence protocols, and funding third-party investigative work through credible local partners and NGOs. (3) Close Gaps in International and Interagency Coordination. Despite ample documentation of Hezbollah’s activities in the region, international coordination remains ad hoc and episodic. U.S., European, and Latin American enforcement agencies often operate on different threat models, timelines, and political sensitivities. For example, while the U.S. Treasury has sanctioned several Hezbollah-linked individuals and entities in Paraguay and Brazil, host governments have sometimes been reluctant to pursue follow-up action due to domestic constraints or regional geopolitics.To close these gaps, threat fusion centers and regional counterterrorism dialogues must prioritize cross-agency and cross-border approaches. This includes better integration of customs, immigration, and financial enforcement authorities—not just traditional intelligence bodies. Multilateral cooperation should also include non-traditional allies, such as financial technology platforms, compliance software firms, and investigative journalists, all of whom bring unique capabilities to mapping and disrupting Hezbollah’s hemispheric infrastructure. (4) Recognize the Role of State Complicity and Use Diplomatic Leverage Accordingly. Where Hezbollah has flourished, state complicity or neglect has often played a role. Venezuela’s documented provision of false identification documents and banking channels illustrates how strategic partnerships—whether ideological or transactional—can deepen terrorist networks’ resilience. The United States and its allies must tailor their diplomatic messaging and aid strategies accordingly, making clear that support for terrorist-enabling behavior comes with long-term costs.Sanctions regimes must be selective but targeted. Blanket restrictions can alienate host populations and drive illicit actors further underground, while targeted designations—such as those aimed at specific facilitators or entities—can disrupt network nodes without provoking state backlash. Where possible, quiet diplomacy should accompany enforcement, ensuring that pressure is matched by the offer of capacity-building or reputational incentives for cooperation. A smarter approach to Hezbollah’s South American infrastructure doesn’t require new tools so much as a new lens. This is not a traditional terrorist threat—it is a system of persistence, one that blends into markets, moves through paperwork, and grows in spaces where governance is uneven (Biersteker 2016). If left unchallenged, it will not just endure. It will adapt. Conclusion: The Quiet Power of a Backup Plan Hezbollah’s presence in South America is not incidental, improvised, or peripheral. It is engineered. For decades, the group has invested in a hemispheric infrastructure that does not rely on violence to assert its importance. Instead, it does something more dangerous in the long run: it endures. By embedding itself in transnational supply chains, black-market economies, diaspora communities, and state-permissive jurisdictions, Hezbollah has constructed a strategic redundancy network—a system designed not for visibility, but for survivability. This network operates on a different frequency from the one to which most counterterrorism frameworks are attuned. It does not seek attention. It does not announce itself through spectacular attacks. It functions in latency—ready to fund, shelter, transport, or regenerate Hezbollah’s central operations when other routes are disrupted. Like any sophisticated backup system, it exists precisely because failure elsewhere is assumed to be inevitable. The danger lies in underestimating this architecture. Policy models that focus solely on immediate threats—explosives, plots, active cells—miss the strategic significance of a group that is thinking in decades, not news cycles. Hezbollah has learned to operate across borders, sectors, and enforcement regimes. It has turned globalization into a defensive perimeter. And it has done so largely beneath the radar of both policymakers and corporate risk officers. To respond, we must broaden our conception of what constitutes a threat. Hezbollah’s South American operations do not simply reflect a terrorist group looking for cash—they reflect a networked actor preparing for disruption, building flexibility into its geography, financial systems, and political alliances. This demands more than sporadic sanctions or headline-driven crackdowns. It requires an integrated strategy that sees terrorist groups not only as fighters or financiers, but as strategic planners. The lesson of Hezbollah in South America is not that terrorism has gone quiet—it’s that it has gone infrastructure-first. If we continue to ignore the scaffolding in favor of the storm, we will continue to be surprised not by what Hezbollah does—but by how ready it is when the time comes. ReferencesBiersteker, Thomas J. 2016. “The effectiveness of United Nations targeted sanctions.” In Targeted Sanctions: The Impacts and Effectiveness of United Nations Action. Edited by Thomas J. Biersteker, Sue E. Eckert, and Marcos Tourinho. Cambridge: Cambridge University Press.Berg, Ryan. “Venezuela’s Mystery Plane Shows Iran’s Strategic Penetration of Latin America,” U.S. Army, Training and Doctrine Command G-2, Foreign Military Studies Office, July 1, 2022.Cengiz, Mahmut, and Camilo Pardo-Herrera. “Hezbollah’s Global Networks and Latin American Cocaine Trade,” Small Wars Journal, April 26, 2023.Chehayeb, Kareem. “US sanctions Lebanon-South America network accused of financing Hezbollah.” Associated Press. September 12, 2023. https://apnews.com/article/lebanon-sanctions-hezbollah-ofac-c1e66bb0941ee01832aafbcc448856ceFanusie, Yaya J., and Alex Entz. “Hezbollah Financial Assessment,” Terror Finance Briefing Book, Foundation for Defense of Democracies, Center on Sanctions and Illicit Finance, September 2017.“FinCEN Alert to Financial Institutions to Counter Financing of Hizballah and its Terrorist Activities.” U.S. Treasury Financial Crimes Enforcement Network. October 23, 2024. https://www.fincen.gov/sites/default/files/shared/FinCEN-Alert-Hizballah-Alert-508C.pdfGiambertoni, Marzia. “Hezbollah’s Networks in Latin America.” RAND. March 31, 2025. https://www.rand.org/pubs/perspectives/PEA3585-1.htmlGiambertoni, Marzia. “Hezbollah’s Network on America’s Southern Doorstep.” RAND. April 1, 2025. https://www.rand.org/pubs/commentary/2025/04/hezbollahs-network-on-americas-southern-doorstep.html“‘Hezbollah treasurer’ Barakat arrested in Brazil border city.” BBC. September 21, 2018. https://www.bbc.com/news/world-latin-america-45610738Humire, Joseph B. 2020. “The Maduro-Hezbollah Nexus: How Iran-backed Networks Prop up the Venezuelan Regime.” The Atlantic Council. https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/the-maduro-hezbollah-nexus-how-iran-backed-networks-prop-up-the-venezuelan-regime/“Judge orders preventative detention for Iranian and 2 Peruvians in thwarted plot to kill Israelis.” Associated Press. April 24, 2024. https://apnews.com/article/peru-iran-killing-plot-detention-israeli-b89d6b69b182feafb96b44cbdefa190aMarinides, Demetrios. “Hezbollah in Latin America: A Potential Grey Zone Player in Great Power Competition.” William J. Perry Center for Hemispheric Defense Studies, National Defense University, September 2021.Ottolenghi, Emanuele. 2024. “Hezbollah Terror Plot in Brazil.” International Institute for Counter-Terrorism. https://ict.org.il/hezbollah-terror-plot-in-brazil/Realuyo, Celina B. “Rising Concerns about Hezbollah in Latin America Amid Middle East Conflict.” Weekly Asado. Wilson Center. December 1, 2023. https://www.wilsoncenter.org/blog-post/rising-concerns-about-hezbollah-latin-america-amid-middle-east-conflictSánchez-Azuara, Raúl. “Hezbollah, Entrenched in Latin America,” Diálogo Américas, March 15, 2024.Singh, Rasmi, and Jorge Lamar. “Underworld Crossroads: Dark Networks and Global Illicit Trade in the Tri-border Area Between Argentina, Brazil, and Paraguay.” Small Wars Journal. August 6, 2024. https://smallwarsjournal.com/2024/08/06/underworld-crossroads-dark-networks-and-global-illicit-trade-tri-border-area-between/Vianna de Azevedo, Christian. 2018. “Venezuela’s toxic relations with Iran and Hezbollah: An avenue of violence, crime, corruption and terrorism.” Revista Brasileira de Ciências Policiais 9(1): 43-90.Williams, Phil, and Sandra Quincoses. 2019. “The Evolution of Threat Networks in Latin America.” Jack D. Gordon Institute for Public Policy. Florida International University. https://gordoninstitute.fiu.edu/research/research-publications/evolution-of-threat-networks-in-latam.pdf

Defense & Security
China Cyber Security Ransomware Email Phishing Encrypted Technology, Digital Information Protected Secured. 3d illustration

Chinese cyberespionage: The Invisible War That Threatens the West

by Gabriele Iuvinale

On March 4, the U.S. Department of Justice charged ten Chinese nationals with carrying out massive hacks against government agencies, media outlets, and dissidents in the United States and around the world. They allegedly acted on behalf of the Chinese company i-Soon, under contract from the Beijing government. Two officials from China’s Ministry of Public Security (MPS) were also indicted, identified as the ones “directing the attacks.” According to documents held by the U.S. justice system, China’s domestic intelligence services (MPS) and foreign intelligence (Ministry of State Security, MSS) relied on a vast network of private companies and domestic contractors to hack and steal information, thereby masking the Chinese government’s direct involvement. In some cases, the MPS and MSS paid private hackers to target specific victims. In many others, the attacks were speculative: hackers identified vulnerable computers, breached them, and extracted information that was later sold — either directly or indirectly — to the Chinese government. The Growth of Chinese Cyberespionage and Its Main Areas of Operation This is not an isolated case. Over the past decade, the People’s Republic of China’s (PRC) hacking program has expanded rapidly. In 2023, then-FBI Director Christopher Wray stated that it was larger than that of all other world powers combined. This increase in power and sophistication has led to success in three key areas: political interference, sabotage of critical infrastructure, and large-scale intellectual property theft. Beijing integrates computer networks, electronic warfare, economic, diplomatic, legal, military, intelligence, psychological, and military deception resources, along with security operations, to weaken states, make them economically dependent on China, and more receptive to a “new authoritarian world order with Chinese characteristics.” For this reason, unlike traditional interpretations, Chinese state-sponsored hacking should be understood within a broader context — where control over technology, strategic infrastructure, and global supply chains is part of “trans-military” and “non-military” warfare operations, as described by two People’s Liberation Army (PLA) colonels in the 1999 book “Unrestricted Warfare”. This approach is known as liminal warfare — an escalating conflict in which the spectrum of competition and confrontation with the West is so wide that the battlefield is, quite literally, everywhere. Cyberespionage as a Tool of Electronic Warfare In electronic warfare, hacking is used for sabotage during times of crisis or conflict. These actions are led by the People’s Liberation Army (PLA), the armed wing of the Chinese Communist Party. In 2023, it was discovered that a hacker group linked to the PLA, known as “Volt Typhoon”, had infiltrated a wide range of critical infrastructure in the U.S. for years, including ports, factories, and water treatment plants — both on the mainland and in strategic locations like Guam. “Volt Typhoon is a military operation with political and potentially military strategic purposes,” explained Ciaran Martin, former director of the UK’s cybersecurity agency. Led by the PLA’s cyber unit, the operation involved installing readiness capabilities — “digital traps,” as some call them — within critical U.S. infrastructure. In addition to a sustained attack in 2023 on a power company in Massachusetts, which aimed to extract sensitive data about its operational technology (OT) infrastructure, “Volt Typhoon” gained notoriety for multiple attacks on telecommunications systems in the U.S. and other critical infrastructures globally. One of its subunits, “Voltzite”, targeted the Littleton Electric and Water Departments, prompting the FBI and cybersecurity firm Dragos to respond jointly and publish a detailed report on the attack and its mitigation. Intellectual Property Theft Through Cyberespionage The most damaging channel for intellectual property theft is cyberespionage. These intrusions allow Chinese companies — sometimes with direct support from the Communist Party or the state — to access information on operations, projects, and technology from foreign firms. China has used state-backed and coordinated cyberespionage campaigns to steal information from companies in strategic sectors such as oil, energy, steel, and aviation. These actions serve both to acquire science and technology and to gather intelligence useful for future attacks on military, government, or technical systems. In the United States, there have been numerous precedents: • In 2014, five PLA hackers were indicted for economic espionage.• In 2017, three hackers linked to the Chinese firm Boyusec were charged with stealing confidential business information.• In 2018, two Chinese nationals were indicted for intellectual property theft.• In 2020, two hackers connected to the MSS were charged with targeting COVID-19 research. Among these, the 2018 indictment stands out as part of a broader U.S. effort to raise awareness about Chinese cyberespionage. On that occasion, Chinese hackers carried out a campaign known as “Cloud Hopper”, which involved a supply chain attack on service providers like Hewlett Packard and IBM. The defendants worked for Huaying Haitai and collaborated with the Tianjin State Security Bureau of the MSS. In 2017, the U.S. Commission on the Theft of American Intellectual Property estimated that such crimes cost the U.S. economy up to $600 billion annually — a figure comparable to the Pentagon’s defense budget and greater than the combined profits of the 50 largest companies in the Fortune 500. Beyond the United States: The Global Impact of Chinese Cyberespionage In June 2024, Dutch military intelligence (MIVD) warned that Chinese cyberespionage was broader than previously believed, affecting Western governments and defense companies. A 2023 cyberattack on the Dutch Ministry of Defense reportedly affected at least 20,000 people within a few months. In 2018, the Czech Republic’s National Cyber and Information Security Agency (NUKIB) issued a warning about risks linked to China. Since then, the country has strengthened its capabilities and controls against Beijing and has worked on mechanisms to counter foreign information manipulation. According to U.S. prosecutors, dozens of European parliamentarians have been targeted by Chinese attacks. In March 2024, the U.S. Department of Justice indicted hackers linked to the MSS for attacking “all EU members” of the Inter-Parliamentary Alliance on China (IPAC), a coalition critical of Beijing. In 2021, the hackers sent over a thousand emails to around 400 accounts linked to IPAC, attempting to spy on their internet activity and devices. In addition, ASML, the Dutch leader in semiconductor lithography, suffers “thousands of security incidents per year,” including several successful infiltration attempts by Chinese actors. Research centers like Imec (Belgium) are also frequent targets. Belgium has expelled Chinese researchers suspected of espionage. The European Union has reinforced security and identified advanced semiconductors as one of four critical technologies requiring risk assessments and enhanced protection. Notably, APT41 is one of the most active and sophisticated Chinese cyberespionage groups, based in the PRC and linked to the MSS. According to Google’s Threat Intelligence Group, APT41 combines state espionage with ransomware attacks — malicious programs that encrypt files and demand financial ransom to restore them — making attribution more difficult. Unlike other PLA-aligned groups whose operations are region-specific, APT41 acts globally, attacking strategic sectors in the U.S., Europe, Latin America, and the Caribbean. It also carries out financially motivated operations, particularly in the gaming industry. Mandiant, a global cybersecurity leader, highlights APT41’s technical capabilities: it frequently exploits zero-day and n-day vulnerabilities and uses techniques like phishing, social engineering, and SQL injections. Since 2020, APT41 has conducted large-scale campaigns against over 75 companies in more than 20 countries. It is responsible for compromising supply chains, such as in the “ShadowHammer” campaign targeting ASUS, which affected over 50,000 systems in 2018. APT41 is also linked to the use of “MESSAGETAP” malware in telecommunications networks. The Role of Chinese Universities in Cyberespionage Chinese universities also collaborate with the PLA and MSS in state-sponsored cyberespionage operations. Shanghai Jiao Tong University works directly with the Chinese military on such operations. Zhejiang University and the Harbin Institute of Technology are key centers for recruiting hackers. Xidian University offers students hands-on experience at provincial MSS offices and previously maintained ties with the Third Department of the PLA’s General Staff before its reorganization in 2015 into the Network Systems Department. One of its graduate programs is co-directed with the Guangdong Office of the Chinese Information Technology Security Evaluation Center (ITSEC), an MSS-run office that leads an active team of contractor hackers. Southeast University also maintains links with security services and co-manages the “Purple Mountain Lab” with the PLA’s Strategic Support Force. There, researchers collaborate on “critical strategic requirements,” operating systems, and interdisciplinary cybersecurity studies. The university also receives funding from the PLA and MSS to develop China’s cyber capabilities. The Cybersecurity undergraduate program at Shanghai Jiao Tong University (SJTU) is taught at a PLA information engineering base. Within this program, SJTU claims to work on “network and information systems testing and evaluation, security testing for connected smart networks, APT attack and defense testing, and key technologies for cyber ranges.” Universities associated with the MSS for talent recruitment include the University of Science and Technology of China, Shanghai Jiao Tong University, Xi’an Jiao Tong University, Beijing Institute of Technology, Nanjing University, and the Harbin Institute of Technology. In addition, some cybersecurity firms — such as Beijing TopSec — collaborate with the PLA in hacking campaigns, operator training, and developing future hackers. This article was originally published by Agenda Digitale and later by Expediente Abierto, who granted us permission for its translation and republication.

Defense & Security
Kyiv, Ukraine - July 19, 2023 Thousands of flags have been planted at the makeshift memorial for fallen soldiers in Maidan Square. Each flag is a tribute to someone who was killed by Russia's war.

The Ukraine-Russia conflict: An international humanitarian law review of the involvement of foreign fighters

by Khoirunnisa Khoirunnisa , Brian Matthew , Didi Jubaidi , Agung Yudhistira Nugroho

AbstractThe increasing presence of foreign fighters in the armed conflict in Ukraine has posed significant challenges to the application of International Humanitarian Law (IHL). These foreign fighters, often motivated by political, ideological, or religious reasons, do not neatly fit into traditional legal categories such as lawful combatants, civilians, or mercenaries. Their involvement on both sides of the conflict between those supporting either Ukrainian forces or Russian-backed groups, presents a complex issue that requires careful consideration within the context of IHL, which currently lacks clear provisions for addressing their legal status. This study focuses on the research question: Does the involvement of foreign fighters in the armed conflict in Ukraine comply with the principles of International Humanitarian Law? This issue is particularly important as it exposes significant gaps in IHL, revealing its inability to adequately address the complexities of modern armed conflicts involving non-state actors. Employing a juridical-normative approach, this study examines the application of IHL to foreign fighters in the Russia-Ukraine conflict, focusing on their rights, responsibilities, and accountability. The findings show that IHL lacks specific provisions to regulate the legal status of foreign fighters, relying instead on general human rights principles that fail to address their unique circumstances. This creates a legal vacuum, undermining both their protection and the enforcement of accountability for violations. The study concludes that targeted reforms in IHL are urgently needed to establish clear legal standards for the classification, protection, and prosecution of foreign fighters, thereby strengthening the overall humanitarian framework for contemporary armed conflicts.KeywordsForeign fighters, Russia, Armed conflict, Humanitarian law, Ukraine 1. Introduction The Russia-Ukraine conflict, which has been ongoing since Russia's annexation of Crimea in 2014, has escalated into a complex and devastating war. This conflict, deeply rooted in geopolitical tensions, has drawn the attention of the international community, not only due to the implications for regional stability but also for the growing role of foreign fighters. The involvement of foreign fighters in the conflict adds a new layer of complexity to the already volatile situation. These individuals, who join armed conflicts in foreign territories, are often motivated by political, ideological, religious, or financial reasons, and their presence in Ukraine raises serious legal, political, and humanitarian questions (Asya et al., 2024). The role of foreign fighters has become increasingly significant in modern warfare, with their participation often blurring the lines between combatants, civilians, and mercenaries (Anjelika et al., 2024)The primary challenge posed by the involvement of foreign fighters in Ukraine lies in the legal uncertainty surrounding their status under International Humanitarian Law (IHL). IHL, which governs the conduct of armed conflicts and seeks to protect individuals who are not actively participating in hostilities, does not provide clear guidelines for foreign fighters. These fighters, who do not represent a state or recognized party to the conflict, do not neatly fall into categories such as lawful combatants or civilians, making their legal status ambiguous. This creates a gap in the legal framework, complicating the application of IHL to their actions and raising critical questions about accountability, rights, and protections under international law (Alexander, 2023) (see Table 1, Table 2).   The significance of this study stems from the need to address these legal uncertainties and to understand how IHL can be adapted to regulate the involvement of foreign fighters in modern conflicts. Despite the growing prevalence of foreign fighters in conflicts around the world, the existing body of IHL has not sufficiently addressed their status or the challenges they pose to the protection of human rights and the enforcement of accountability (Paulussen, 2021). By focusing specifically on the Ukraine conflict, this study aims to fill a significant gap in current legal scholarship by analyzing the implications of foreign fighters' participation through the lens of IHL. The involvement of foreign fighters in the Ukraine conflict has profound implications not only for the legal treatment of these individuals but also for the broader geopolitical context (Idris & Mu'tashim, 2023). Their participation exacerbates tensions between Russia and Western countries, as foreign fighters supporting Ukraine often come from nations with opposing political interests to Russia. This dynamic further complicates diplomatic efforts aimed at resolving the conflict and maintaining international peace. Additionally, the presence of foreign fighters contributes to the growing trend of non-state actors engaging in warfare, challenging traditional notions of state sovereignty and complicating international efforts to regulate armed conflict (Lekatompessy et al., 2024). From a humanitarian perspective, the presence of foreign fighters increases the risks of violations of IHL and human rights, as these individuals may not be subject to the same legal frameworks as state actors. The lack of clear legal provisions for foreign fighters leaves them vulnerable to exploitation, abuse, and violations of their rights, while also creating a situation in which accountability for violations becomes difficult to enforce (Akbar & Sadiawati, 2023). This not only undermines the protection of civilians but also weakens the enforcement of humanitarian norms, further complicating the efforts of international organizations and states to address violations of IHL. This study is particularly important because it seeks to address the legal vacuum that exists concerning foreign fighters in the Ukraine conflict. By examining the application of IHL to foreign fighters, this research contributes to the broader field of international law by proposing a more comprehensive framework for regulating their involvement. Through this examination, the study aims to provide concrete recommendations for legal reforms within IHL that would better address the challenges posed by foreign fighters in modern armed conflicts. The rationale for this study lies in the growing recognition that IHL, as it currently stands, is insufficient to address the complexities of modern warfare, particularly when it comes to the participation of non-state actors like foreign fighters. As the world witnesses an increasing number of foreign fighters engaging in conflicts worldwide, it is essential to adapt international legal frameworks to these new realities. This study not only contributes to the understanding of IHL's limitations but also proposes practical legal reforms that could enhance its effectiveness in protecting human rights and ensuring accountability in future conflicts. The involvement of foreign fighters in Ukraine represents a critical point at which the gaps in IHL are laid bare. As such, this study holds significant relevance for policymakers, international legal scholars, and human rights advocates, as it highlights the urgent need for reform and provides insights into how IHL can evolve to better respond to contemporary challenges. By addressing the legal status and accountability of foreign fighters, this study aims to contribute to the development of a more robust and responsive international legal system that can effectively address the complexities of modern warfare and uphold humanitarian principles in the face of emerging threats. 1.1. Literature review Previous research by Akbar and Sadiawati (2023), titled "Analysis of the Russian Invasion of Ukraine in Terms of Humanitarian Law", focuses on examining violations of the 1949 Geneva Conventions during the invasion and emphasizes the role of the United Nations in promoting global peace. The study provides a comprehensive analysis of the international legal framework, particularly humanitarian law, in addressing war crimes and violations committed during the conflict. Similarly, Nasution and Raudia (2022, pp. 361–374), in their article "Analysis of Russian War Violations in the 2022 Ukrainian Conflict Based on the Perspective of International Humanitarian Law", discusses the breaches of humanitarian law committed by Russia during the conflict. Their study highlights key violations under international legal standards and emphasizes the need for accountability based on humanitarian law principles. Masri et al. (2024), in their study titled "Implementation of International Humanitarian Law in the Russia-Ukraine Conflict", explore the application of international humanitarian law (IHL) within the context of the Russia-Ukraine war. Their research delves into how IHL has been enforced and its effectiveness in mitigating harm during the conflict. While these studies extensively analyze IHL violations in the Russia-Ukraine war, they focus primarily on state actors, with limited attention to the role of foreign fighters. This paper fills this gap by analyzing the participation of foreign fighters, their classification under IHL, and the legal protections afforded to them. 1.2. Theoretical framework1.2.1. Theories of state sovereignty and territorial integrity The theory of state sovereignty and territorial integrity originates from classical thinkers like Bodin (2009), Hugo Grotius (1964), and Kant (1991). Bodin defined sovereignty as supreme authority free from external interference, while Grotius emphasized its role as a cornerstone of international law. Kant argued that territorial integrity was vital for peaceful inter-state relations. These principles were codified in Article 2(4) of the UN Charter (1945), prohibiting threats or force against a state's territorial integrity or political independence. In the Russia-Ukraine conflict, these principles are acutely relevant. Russia's annexation of Crimea (2014), support for separatists in Donetsk and Luhansk, and the 2022 invasion breach sovereignty and international law. Moerdijat (2022) highlights these violations' severity, while Pisano (2022) examines their destabilizing effects on regional geopolitics. Thus, this theory offers a legal and analytical lens to assess the conflict's ramifications for the global order. 1.2.2. Theories of international humanitarian law (IHL) The development of IHL stems from contributions by scholars like Jean Pictet, who stressed protecting individuals in conflicts, and Hugo Grotius, whose De Jure Belli ac Pacis advocated for war regulation through moral and legal principles. J.F. Murphy (1982) linked IHL with human rights, Antonio Cassese (2013) explored IHL's role in mitigating human rights violations during war, and Theodor Meron (2006) advanced civilian protections and war crime regulations. These foundations emphasize protecting non-combatants, limiting warfare methods, and clarifying states' obligations. In Ukraine, IHL faces challenges like the ambiguous legal status of foreign fighters. Akbar and Sadiawati (2023) highlight gaps in their protections, while the BBC (2023) reports on the Wagner Group's role in exacerbating violations, such as civilian attacks and disproportionate force. These challenges underscore the need for stricter adherence to IHL to mitigate humanitarian crises and uphold legal standards. 1.2.3. Theories of globalization in modern warfare Theories on globalization's impact on warfare are shaped by thinkers like Mary Kaldor (2013), who contrasts traditional "old wars" with "new wars" involving non-state actors, and Zygmunt Bauman (1998), who links globalization to interconnected dynamics reshaping warfare. Robert D. Kaplan (1994) connects globalization to growing socio-economic inequalities and asymmetric conflicts. These theories argue that globalization's technological, economic, and communicative aspects have transformed war by introducing non-state actors and advanced technologies. The Russia-Ukraine conflict illustrates globalization's role in modern warfare. The participation of foreign fighters, whether aiding Ukraine's International Territorial Defense Legion or Russia's Wagner Group, reflects globalization's influence. Mehra and Thorley (2022) note motivations like ideology and economics, while Chakyan Tang (2022) highlights both solidarity and challenges introduced by non-state actors. Globalization expands conflicts' scope and complexity, complicating regulation while reshaping modern warfare's nature. 2. Methodology This research employs a juridical-normative method using a legal approach to examine the Ukraine-Russia conflict within the framework of International Humanitarian Law (IHL) (Gunawan et al., 2023). The primary objective is to explore how the actions of the parties involved align with the established principles and norms of international law. A juridical-normative approach is used to systematically analyze laws, regulations, and legal principles applicable to the conflict, particularly focusing on how these norms are implemented or potentially violated by the involved actors. The study relies on qualitative normative research methods, which involve document analysis of legal texts and secondary sources to gain a comprehensive understanding of the legal framework governing the conflict. This includes examining court decisions, legal doctrines, international treaties (such as the 1949 Geneva Conventions), and other relevant international instruments. Secondary sources, such as legal theories and expert opinions, also form a key part of the analysis. Through this approach, the research offers a comprehensive analysis of compliance with, or violations of, the principles of International Humanitarian Law (IHL) in the conflict. The document analysis process, as the primary data collection method, incorporates legal hermeneutics to interpret and clarify the meaning of legal texts, ensuring an accurate understanding of their application in the context of the Ukraine conflict. Comparative analysis is also employed to examine how IHL principles have been applied in similar conflicts, providing a benchmark for evaluating their implementation or breach in this case. The analysis focuses on primary legal materials, including treaties, conventions, official communications, and resolutions from international organizations, to establish a foundational understanding of the legal framework. These are complemented by secondary legal materials, such as academic literature, legal commentaries, and expert opinions, which provide critical insights and context. This methodological combination ensures a robust and nuanced evaluation of how IHL principles are being upheld or violated, strengthening the validity and reliability of the findings. 3. Results and discussion3.1. Legal framework for foreign fighters The status of foreign fighters under International Humanitarian Law (IHL) remains contentious and ambiguous. While the Geneva Conventions and their Additional Protocols primarily regulate the conduct of state actors and recognized combatants, they offer limited guidance for non-state participants, such as foreign fighters. These individuals find themselves in a legal gray area, as the Geneva Conventions focus mainly on the protection of civilians and combatants who are part of a state's armed forces or organized resistance groups. Common Article 3 of the Geneva Conventions and Additional Protocol II extend limited protections to non-state actors involved in non-international armed conflicts, emphasizing humane treatment and prohibiting acts like torture or degrading treatment (M, 2001). However, these provisions do not explicitly address the legal status, rights, or obligations of foreign fighters who may not be formally part of an organized state or non-state armed force. Additional Protocol I further complicates this issue. For example, Article 47 of Protocol I explicitly excludes mercenaries from the status of combatants or prisoners of war (POWs), effectively denying them the legal protections afforded to lawful combatants (Geraldy Diandra Aditya, Soekotjo Hardiwinoto, 2017). This exclusion raises questions regarding the legal status of foreign fighters who may not fit neatly into the categories of lawful combatant, civilian, or unlawful belligerent. As a result, the legal position of foreign fighters in modern armed conflicts, such as the Ukraine-Russia conflict, remains unclear and potentially subject to exploitation or abuse. A table listing key international treaties, conventions, and resolutions relevant to foreign fighters could illustrate the legal tools available for regulating their conduct and holding them accountable. The table could include categories such as. 3.1.1. Legal status and responsibilities of foreign fighters Foreign fighters have become a notable element of modern conflicts, including in Ukraine, where individuals from various countries have joined both sides of the conflict. Their participation raises significant legal and ethical questions, particularly regarding their status under International Humanitarian Law (IHL) and the accountability for their actions. IHL, as defined by the Geneva Conventions and the Hague Conventions, does not explicitly mention "foreign fighters" but provides a legal framework for determining their status based on their activities and allegiance. Foreign fighters are typically categorized as either lawful combatants, unlawful combatants, or civilians, and their rights and responsibilities are governed by the laws of war (Hasan & Haque, 2023). a. Lawful Combatants, foreign fighters who join the armed forces of a state party to the conflict (e.g., Ukraine in the context of the Russian invasion) may be considered lawful combatants. As lawful combatants, they are entitled to the protections of IHL, including protection from being targeted and humane treatment if captured. They are subject to the laws of armed conflict, particularly the Geneva Conventions, and must adhere to principles such as distinction, proportionality, and the prohibition of unnecessary suffering. However, this status is contingent upon them being members of an organized military force that follows IHL regulations.b. Unlawful Combatans, foreign fighters who join non-state armed groups, such as mercenaries or irregular militias not recognized under IHL, are considered unlawful combatants. They are not entitled to the same protections as lawful combatants and may be prosecuted for violations of IHL, including acts that could constitute war crimes. The status of unlawful combatants often leads to challenges in terms of legal accountability, as their actions may not be adequately covered by state-based military tribunals or national courts. International efforts to hold foreign fighters accountable for violations such as the targeting of civilians or the use of prohibited weapons can be complicated by the lack of a clear framework for prosecuting non-state actors.c. Civilians, foreign nationals who participate in the conflict but do not take a direct part in hostilities are considered civilians and are protected by IHL. Their involvement in combat can alter their status, and they may lose their protection from direct targeting once they engage in hostilities. This creates a complex dynamic for the prosecution and accountability of foreign fighters, as their status may change based on their activities in the field. A table that compares the legal status of foreign fighters in different contexts could help clarify the varying rights and responsibilities under International Humanitarian Law (IHL). The table could include categories such as: Here is the map illustrating the geographical origins of foreign fighters in the Ukraine conflict, showing their involvement with either the Ukrainian or Russian side. This visual provides a global context to their participation. 3.2. Ukraine's historical struggle: Russia's colonialism and imperialistic attitudes The relationship between Russia and Ukraine stretches back for centuries, characterized by a complex and often turbulent history. From the medieval period to modern times, Ukraine has faced numerous instances of Russian dominance and interference, which has shaped its national identity and its ongoing struggle for independence. This historical context is essential to understanding Ukraine's motivations to fight, as it reflects a long-standing resistance to Russian colonialism and imperialism. In the 17th and 18th centuries, Russia began consolidating its control over Ukrainian territories, particularly after the Treaty of Pereyaslav in 1654, which marked the beginning of Ukrainian subordination to the Tsarist empire (Britannica, 2025). Over the centuries, Ukraine's autonomy was eroded, and it became an integral part of the Russian Empire, with many Ukrainians subjected to harsh policies of Russification. The suppression of Ukrainian culture, language, and national identity under Tsarist rule set the stage for future tensions. The most devastating chapter of this colonial history came under Soviet rule, which exacerbated the sense of Russian imperialism. The Holodomor, a man-made famine in the early 1930s, is one of the darkest episodes in Ukrainian history. Millions of Ukrainians perished as a result of Stalin's policies, which sought to enforce collectivization at the cost of the Ukrainian people. This tragedy has left a lasting scar on the collective memory of Ukraine, fueling a deep-seated distrust of Russia and reinforcing the narrative of Ukrainian victimhood under Russian imperialism. Even after the collapse of the Soviet Union in 1991 and Ukraine's declaration of independence, Russia has continually sought to exert influence over Ukraine, often invoking its imperial past to justify intervention. Russia's annexation of Crimea in 2014 and its ongoing military actions in eastern Ukraine are seen by many as a continuation of the imperialistic attitude that has defined Russia's relationship with Ukraine for centuries. Ukraine's motivation to fight in the current conflict is deeply rooted in its desire to protect its sovereignty and preserve its cultural and political independence from Russian influence. This struggle is not just a response to Russia's aggression but a continuation of a centuries-long fight for self-determination, dating back to the period of Tsarist colonialism and reinforced by the Soviet era. The ongoing war represents Ukraine's determination to break free from the chains of Russian imperialism and secure its future as an independent, sovereign nation. 3.3. International humanitarian law review of Russia's armed attack in Ukraine After the Russian annexation of Crimea, tensions in relations between Russia and Ukraine continued until February 2022. These tensions began when NATO sought to expand its membership into Eastern Europe by inviting Ukraine to join as a member (Andi Antara Putra & Dantes, 2022). NATO has expressed its commitment to Ukraine's future membership, stating: "We reaffirm that we will be in a position to extend an invitation to Ukraine to join the Alliance when Allies agree and conditions are met (NATO, 2024b)." This position underscores NATO's openness to Ukraine's membership, contingent upon unanimous agreement among current member states and Ukraine's fulfillment of specified criteria. While NATO has not issued a formal invitation to Ukraine, it acknowledges Ukraine's aspirations and is actively supporting its progress toward potential membership. This support includes enhancing interoperability and implementing democratic and security sector reforms (NATO, 2024a). This represents an escalation of tensions between Russia and Western countries, especially NATO, as Eastern Europe has become a critical arena for competing geopolitical interests. NATO's post-Cold War expansion, which saw the inclusion of former Eastern Bloc countries such as Poland, Hungary, and the Baltic states, has been interpreted by Russia as a direct encroachment on its sphere of influence and a threat to its security. This tension was further amplified by NATO's 2008 declaration that Ukraine and Georgia would eventually become members, which Russia perceived as a red line. The strategic importance of Eastern Europe, both as a buffer zone and as a transit corridor for energy resources, adds to the stakes for both NATO and Russia. Russia's aggressive actions, including the 2014 annexation of Crimea and its ongoing involvement in Eastern Ukraine, can be seen as attempts to counterbalance NATO's growing presence in the region. Conversely, NATO's military support to Eastern European nations underscores its commitment to collective defense and the deterrence of Russian aggression, further fueling the geopolitical rivalry. Geopolitical influence and efforts to strengthen military presence in the region are important factors in the dynamics of the ongoing conflict between Russia and Ukraine. Russia's insistence that it will not allow Ukraine to "break away," viewing it as a threat to its interests and security (Mamfaluthy, 2014), raises significant tensions with international law principles, particularly the respect for national sovereignty. The United Nations Charter guarantees every state the right to sovereignty, territorial integrity, and political independence, which includes Ukraine's right to determine its domestic and foreign policies without external interference. While Russia argues that Ukraine's potential NATO membership or Western alignment threatens its security, such concerns do not justify actions that violate Ukraine's sovereignty, such as the annexation of Crimea or support for separatist movements in Eastern Ukraine. Although international law permits states to take measures to protect legitimate security interests, these must align with legal norms and avoid infringing on the sovereignty of other states. Russia's actions contravene these principles, as reaffirmed by UN General Assembly resolutions recognizing Ukraine's territorial integrity. This tension highlights a clash between Russia's realpolitik approach to securing its strategic interests and the international legal obligation to respect the sovereignty and independence of other nations. In Putin's view, all countries that are members of NATO have the full right to organize and protect their territories from all threats, both from within and outside the country (Pradana & Ramadhoan, 2022). Putin's opinion reflects the view that NATO membership by countries surrounding Russia, including Ukraine, is perceived as a threat to Russia's security. This is reflected in concerns over the deployment of NATO military infrastructure near Russia's borders, which could be perceived as a direct threat to Russia's strategic interests. Putin has therefore insisted on taking measures he deems necessary to protect Russia's interests and sovereignty. This has led to increased tensions between Russia and Western countries that support Ukraine's membership in NATO. Russia's response to Finland's NATO membership contrasts sharply with its actions toward Ukraine, mainly due to the differing historical and cultural ties with each country. Finland views its NATO membership primarily as a defensive strategy, while Ukraine's relationship with Russia has deep historical and cultural roots. Finland's strong military, combined with NATO's collective defense principles, serves as a deterrent to Russian aggression, whereas Russia, already heavily engaged in Ukraine, avoids provoking NATO. This difference highlights that Russia's actions toward Ukraine are driven by regional dominance ambitions, rather than NATO expansion. Russia's intervention in Ukraine violates the principle of non-intervention, which is a fundamental tenet of international law. Non-intervention asserts that each state has the right to manage its internal affairs without external interference (Octavia & Husniyah, 2023). Article 2, paragraph 4 of the UN Charter emphasizes the importance of peaceful dispute resolution and the avoidance of armed conflict. Russia's actions also contravene the Declaration on Principles of International Law (A/RES/25/2625, 1970), which upholds the national sovereignty, territorial integrity, and political independence of states, emphasizing that disputes should be resolved peacefully and without violence (Mahfud, 2015; Rudy, 2011). Furthermore, Article 38 of the Statute of the International Court of Justice broadens the sources of international humanitarian law (IHL), allowing for inclusion of legal principles recognized by civilized nations, international organizations, and expert opinions, not limited to international treaties (Budisantosa, 2021). This further underscores the importance of respecting IHL and the sovereignty of states in the global legal framework. While the international treaties that are the main foundation of IHL are the Hague Conventionand the Geneva Convention (Pasorong et al., 2023). The Hague Convention regulates the laws of war governing the treatment of individuals and property in armed conflicts, while the Geneva Convention sets minimum standards for the treatment of war victims, including the protection of civilians, prisoners of war, and medical personnel. These two conventions form an important legal framework for safeguarding humanity during armed conflicts and have been the main basis for the formation of further IHL rules. IHL cannot cover all actions in international wars, but parties to armed conflicts are obliged to respect and uphold the basic principles of IHL these include (Danial, 2017). a. The Humanitarian Principle: Demands that actions in armed conflict should take into account the interests of humanity and avoid unnecessary suffering of individuals not involved in the conflict.b. Military Interests: Recognizes that military actions taken should be proportionate to the military objectives to be achieved and should minimize unnecessary losses.c. Proportionality: States that military actions must be in accordance with legitimate military interests and must be proportionate to the threat faced.d. Distinction: Stipulates that parties to a conflict must distinguish between individuals participating in the conflict (military) and those not participating (civilians), as well as between military and non-military objects.e. Prohibition of Unnecessary Suffering: Prohibits acts that cause unnecessary suffering or that are incompatible with legitimate military objectives.f. Separation of Ius ad Bellum and Ius in Bello: Distinguishes between the law governing the authority to use military force (Ius ad Bellum) and the law governing the behavior of the parties to the conflict (Ius in Bello). Russia's armed attack on Ukraine violated several fundamental principles of international humanitarian law (IHL). First, it breached the principle of state sovereignty by violating Ukraine's territorial integrity and political independence, contravening Article 2, paragraph 4 of the UN Charter, which prohibits the use of force against another state's territorial integrity. Second, the attack violated the principle of distinction, as there have been reports of civilian casualties from Russian military strikes, which should have been targeted at combatants and military objectives. Third, the strikes caused unnecessary suffering to the civilian population and infrastructure, violating the prohibition against unnecessary suffering in IHL. Overall, Russia's actions are considered serious violations of IHL and universally recognized humanitarian principles. 3.4. Foreign fighters in the context of international humanitarian law The conflict in Ukraine has brought attention to the complexities of international law, particularly regarding foreign fighters in armed conflicts. According to Common Article 3 of the Geneva Conventions, the conflict qualifies as a Non-International Armed Conflict (NIAC), which involves non-state armed groups like insurgents or separatists against state forces (Brits, 2017; Mehra & Thorley, 2017; Mehra & Thorley, 2022). However, the involvement of Russia complicates this classification, leading some to argue the conflict may be an International Armed Conflict (IAC) governed by the Geneva Conventions and the First Additional Protocol, which set standards for the protection of civilians and prisoners of war (Susetio & Muliawan, 2023). The Second Additional Protocol (APII) further outlines protections for civilians and individuals not directly participating in hostilities, providing essential legal instruments for the Ukraine conflict (Ismail, 2018). Despite the ongoing debate over the conflict's classification, IHL standards, including protections against torture and inhumane treatment, apply. These standards include principles such as proportionality and distinction, aiming to safeguard civilians and regulate military conduct (Gisel et al., 2020; Murray, 2019). The classification of the conflict is crucial in determining the application of IHL, especially regarding civilian protection, and distinguishing between military targets and non-combatants (Diakonia, 2022). The influx of foreign fighters, particularly through the International Territorial Defense Legion initiated by Ukrainian President Volodymyr Zelensky, has further complicated the conflict. Since 2014, thousands of foreign fighters from 55 nations have joined the conflict, which could escalate tensions and potentially violate IHL if human rights abuses occur (Egle E. Murauskaite, 2022; Nigel Walker, 2023). The presence of foreign fighters raises significant questions regarding their legal status and responsibilities within the conflict. The term "Foreign Fighters" lacks a universally accepted definition in international law. The most authoritative definition originates from UN Security Council Resolution 2178, which references "foreign terrorist fighters." A foreign terrorist fighter is defined as an individual who travels to a country other than their own to engage in activities that support terrorism, including (Bramantyo, 2023). a. Committing acts of terrorism, characterized by violence or threats aimed at instilling fear or causing harm to civilians for political objectives.b. Planning or preparing acts of terrorism, such as target surveillance, recruitment, or weapon acquisition.c. Participating directly in acts of terrorism, providing logistical support, or harboring perpetrators.d. Receiving or providing terrorism-related training, which includes the use of weapons, explosives, or guerrilla tactics. The UN Security Council's approach to foreign fighters emphasizes counterterrorism, evident in the focus of Resolution 2178 on their roles in terrorism. However, this counterterrorism perspective has been adopted at the national level by various member states, shaping their responses to foreign fighters. Various definitions of "foreign combatants" have emerged in academic literature, with one prevalent definition describing individuals motivated by ideology, religion, or kinship to leave their country to join an armed conflict abroad (Van Poecke & Cuyckens, 2023). Key aspects of this definition include. 1) Motivation, foreign combatants are driven by ideological, religious, or familial factors rather than personal gain.2) Movement, they travel from their home country to engage in conflict in another nation.3) Active involvement, their participation extends to combat or related activities. The classification of "foreign combatants" specifically refers to individuals joining non-state armed groups in conflicts abroad, often motivated by ideological, religious, or kinship ties (Baker-Beall, 2023). This classification excludes mercenaries or volunteers driven by other factors. While national security and counterterrorism are frequently the focus of discussions about foreign fighters, categorizing them as terrorists does not negate the application of International Humanitarian Law (IHL), which applies equally to all belligerents, including foreign fighters. Their actions in armed conflicts should be evaluated according to IHL principles (Ho, 2019). The term "foreign terrorist fighters" may complicate legal proceedings by focusing primarily on counterterrorism rather than recognizing the nuances of foreign fighter involvement in armed conflicts. These individuals often participate in both non-state armed conflicts and terrorist activities (Karska & Karski, 2016). The distinction between "foreign fighters" and "mercenaries" is also important, as foreign fighters typically join armed groups for ideological reasons, whereas mercenaries are financially motivated (Floress, 2016; Dano, 2022). Russia's use of the term "mercenaries" may be intended to influence public perception and emphasize the economic aspects of their participation.  Article 47 of the 1977 First Additional Protocol (API) to the Geneva Conventions outlines the legal status of foreign fighters and the limitations on applying the Convention's provisions to individuals from non-signatory states. However, Article 47(2) reinforces that human rights protections remain in effect for foreign fighters, and the responsibilities of conflict parties under IHL are unaffected (Gregorious, 2023). As foreign fighter involvement in conflicts like Ukraine increases, challenges arise regarding their legal status and protections under IHL, necessitating careful consideration of both legal and humanitarian aspects in addressing these issues. 3.5. Human rights of foreign fighters in the context of international humanitarian law The ongoing conflict between Ukraine and Russia has resulted in severe material and psychological consequences for both the civilian population and combatants. Amidst this turmoil, the participation of foreign fighters has garnered significant attention, raising questions about their status and human rights within the framework of International Humanitarian Law (IHL). Despite their involvement in armed conflict, foreign fighters retain certain rights and protections under IHL, necessitating a thorough assessment of their legal status, actions during the conflict, and involvement in armed groups. Thus, the protection of their human rights must be carefully considered in accordance with the principles of IHL, which guarantee fair and humane treatment for all parties involved. 3.5.1. Concerns regarding due process and human rights violations The recent sentencing of three foreign fighters to death by the Supreme Court of the Donetsk Republic has raised serious concerns about adherence to international legal standards. These sentences were issued after proceedings criticized for being swift and unfair, raising alarms about violations of the right to a fair trial, including access to legal counsel and the right to present a defense. The United Nations Commission on Human Rights has previously reported violations in the region, indicating a troubling disregard for internationally recognized human rights norms. In response, the European Court of Human Rights (ECHR) intervened, directing Russia to halt the use of the death penalty and to respect the rights of foreign fighters. This underscores the critical need to uphold fundamental human rights, even amidst armed conflict, and to ensure that individuals engaged in hostilities receive basic protections recognized by international law. 3.5.2. The issue of citizenship and nationality The citizenship status of foreign fighters in the Ukraine conflict is complex due to varying national legal frameworks and policies regarding participation in foreign armed conflicts. Some countries have enacted laws revoking citizenship for involvement in terrorist activities or foreign conflicts, citing national security concerns, though critics argue these measures often lack transparency and due process, risking arbitrary deprivation of nationality. The revocation of citizenship leaves individuals in a legal limbo, vulnerable to prosecution or ill-treatment in other states. Statelessness, a common outcome of citizenship loss, exacerbates vulnerability by denying individuals access to basic rights like education, healthcare, and employment. This issue has significant implications for international human rights. The UN plays a key role in addressing these challenges by facilitating dialogue, monitoring compliance with international law, and advocating for human rights protections. Regional organizations, such as the EU, are also critical in promoting unified approaches and adherence to human rights standards in the treatment of foreign fighters. 3.5.3. Human rights protections under IHL The Geneva Conventions, particularly the Fourth Geneva Convention, emphasize the humane treatment of all individuals in conflict, including civilians and those detained. Article 3 requires non-participants in hostilities, such as civilians and prisoners, to be treated humanely, ensuring respect for basic human rights regardless of nationality or political affiliation. In light of citizenship revocation, states involved in armed conflict must assess their obligations under International Humanitarian Law (IHL) to avoid human rights violations. Revoking citizenship can undermine protections for prisoners of war (POWs), who are entitled to humane treatment, a fair trial, and protection from torture. Arbitrary revocation of nationality risks violating due process, leaving individuals stateless and vulnerable to ill-treatment. States must ensure that national security policies do not compromise fundamental rights. Upholding human rights is not just a legal requirement but a reflection of a state's commitment to justice. International organizations, such as the United Nations and regional bodies, have a crucial role in monitoring compliance and advocating for the rights of those affected by armed conflict. 3.5.4. Obligations of states and international accountability The right to return is a fundamental principle in international law, safeguarding individuals from arbitrary state actions that could lead to statelessness or human rights violations. This right is especially relevant for foreign fighters, who may face citizenship revocation upon returning from conflict zones, further exacerbating their vulnerabilities. The International Committee of the Red Cross (ICRC) stresses that states are obligated to investigate war crimes committed by their nationals and ensure accountability. Revoking citizenship and transferring legal responsibility to other states can create a culture of impunity and hinder accountability for war crimes. Denying the right to return can lead to further human rights abuses, including inhumane detention or exposure to violence in conflict zones. Article 12 of the ICCPR affirms that all individuals have the right to return to their own country, emphasizing that this right is not contingent on actions or affiliations. States must avoid arbitrary deprivation of nationality, particularly in conflict contexts, to preserve these rights. Adhering to International Humanitarian Law (IHL) and human rights standards is crucial to maintaining trust and accountability within the international community. A balanced approach that considers both security and humanitarian principles is necessary in addressing modern conflicts. 4. Research limitations While this study provides valuable insights into the legal frameworks surrounding foreign fighters in the context of the Russia-Ukraine conflict, it is important to acknowledge several limitations. First, the study is limited to a normative analysis of IHL, focusing primarily on the legal aspects of Russia's military aggression against Ukraine, without delving deeply into the political and social dynamics that also play a significant role in shaping the conflict. Second, the sources of data utilized are predominantly drawn from international legal documents and reports issued by international organizations, which may not fully capture the perspectives of all parties involved, particularly those who are underrepresented in global discourse. Third, while the study adheres to established international legal approaches, it faces challenges in assessing the practical application of IHL in the field, due to difficulties in obtaining sensitive or potentially biased information from diverse sources. Fourth, the research does not specifically address the role of third-party states supporting one of the conflicting parties, a dimension that could significantly complicate the interpretation of IHL. In light of these constraints, it is recommended that future research adopt a more holistic and inclusive approach to explore these complexities in greater depth. 5. Conclusion The ongoing conflict between Russia and Ukraine involves direct military engagements between Russian and Ukrainian forces, along with the participation of pro-Russian separatist groups in eastern Ukraine. Foreign combatants have also become a significant factor on both sides of the conflict. Individuals from various countries have joined the Ukrainian side, either as volunteers or part of organized military units, while Russia has provided support to pro-Russian factions, including involvement of Russian foreign combatants. The legal status of foreign combatants is unclear under International Humanitarian Law (IHL), which primarily addresses the rights and obligations of states, military forces, and civilians, leaving ambiguous the status of foreign combatants, whether they act on behalf of non-state armed groups or as independent volunteers. There is a need to avoid misusing terrorism laws that do not differentiate between foreign volunteers, combatants, and mercenaries, as this could undermine the core objectives of IHL, which include ensuring humane conduct in war. IHL's primary goal is to mitigate human suffering during war, not to prevent conflict. It aims to make warfare more humane, ensuring that all combatants, including foreign ones, enjoy the same human rights as nationals. Violations of these rights, such as deprivation of citizenship or the right to life, cannot be justified under any circumstances. As the conflict persists, all parties must respect IHL to safeguard the dignity of individuals and ensure justice and accountability in the conflict. CRediT authorship contribution statementKhoirunnisa Khoirunnisa: Conceptualization. Brian Matthew: Resources. Didi Jubaidi: Conceptualization. Agung Yudhistira Nugroho: Conceptualization.Data availability statementThe data used in this study were obtained from publicly available sources such as the Open Access Library, DOAJ (Directory of Open Access Journals) and , as indicated in the Data section of the article.Funding statementThis research was supported by a grant from xxxxxxxx which had no role in study design, data collection, analysis, interpretation of results, or writing of this article.Declaration of competing interestThe authors declare that there are no conflicts of interest associated with this publication. No financial, personal, or professional relationships with other individuals or organizations have influenced or could potentially influence the work presented in this manuscript.AcknowledgementsThe authors would like to thank all those who have provided technical support and valuable input during this research process.Khoirunnisa Khoirunnisa, Brian Matthew, Didi Jubaidi, Agung Yudhistira Nugroho, The Ukraine-Russia conflict: An international humanitarian law review of the involvement of foreign fighters, Social Sciences & Humanities Open, Volume 11, 2025, 101340, ISSN 2590-2911, https://doi.org/10.1016/j.ssaho.2025.101340.ReferencesAkbar and Sadiawati, 2023, M.N. Akbar, D. Sadiawati, Analysis of the Russian invasion of Ukraine in terms of humanitarian law, Jurnal Ilmiah Mizani: Wacana Hukum, Ekonomi, Dan Keagamaan, 10 (1) (2023), p. 160, 10.29300/mzn.v10i1.10760Alexander, 2023, A. 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Defense & Security
Map and national flag of Yemen (Republic of Yemen), a mixed-terrain country in Southern tip of the Arabian Peninsula in Middle East with Sana'a as its capital

The Yemeni Crisis: Structural Characteristics and Contemporary Developments

by Sergey Serebrov

The structure of the Yemeni crisis (YK) developed step by step throughout the period after the unification in May 1990 of two republican states — the Yemen Arab Republic (YAR) and the People’s Democratic Republic of Yemen (PDRY) — into a unitary state. The rushed and unprepared process of merging the government bodies and armies of two countries with different political systems and ideologies, but related historical, cultural, and ethnic communities, coincided with major global changes: the transformation of the international system, the collapse of the USSR, and the Gulf War, which brought sanctions from the United States and Gulf monarchies against the young state, as well as the expulsion of nearly one million Yemeni labor migrants from these countries. After that, political Islam began to grow stronger across the region. Both countries entered unity carrying a heavy burden of internal social and political problems, hoping that unification would create a new model of development, and that a new source of income from oil exports — from fields recently discovered in the neighboring provinces of Marib and Shabwa — would speed up modernization and help solve these problems. But this did not happen — the democratic institutions, multi-party system, and the first direct presidential elections introduced by the new state’s constitution did not stop the return to power of the conservative coalition from the YAR era, and the oil reserves were not enough to repeat the success of wealthy oil-producing countries. However, the alliance between the General People’s Congress (GPC) and Islah quickly turned into rivalry just a few years after they defeated the former ruling party of the PDRY — the Yemeni Socialist Pa rty (YSP) — in 1994. A religious reform focused on spreading Salafism, led by the Islamist wing of Islah (Yemen’s branch of the Muslim Brotherhood), became a tool of political struggle. It challenged the regime of President Ali Abdullah Saleh (1947–2017), who personally oversaw the state’s security sector but gave Islah control over education and significant legislative functions. The reform led to growing tensions — first due to clashes with the Shafi’i traditions in the South, and then with Zaydi practices in the North. The aggressive spread of a proselytizing version of radical Salafism through a network of religious colleges (ma'ahid ilmiyya) under Islah’s supervision was seen by local communities as an official government policy. This created distance between society and the state. Dissatisfaction with the country’s social, economic, and political situation turned into conflicts of identity of a new kind, with no precedent in Yemen’s history. These conflicts had nothing to do with the traditional Sunni-Shia divide, as Yemen has long been home to two Islamic schools — the Shafi’i (about 60% of the population) and the Zaydi (about 40%) — that are close in theology and law (aqidah and fiqh). In public opinion, the situation was seen as a clash between true Islam rooted in authentic Yemeni traditions and a foreign, radical takfiri current that caused deep divisions. The consequences of this conflict in the South appeared in the idea of a “southern identity,” which replaced the idea of a united Yemeni identity that the republican regimes of the YAR and PDRY had promoted before unification. This idea became the base of the ideology of “southern nationalism,” which set the “southern” society against the “northern” or “Yemeni” one — describing the first as “advanced” and the second as “backward,” tribal, and fundamentalist, and therefore incompatible. Since 2009, political leaders of the South Yemeni separatist movement “Hirak” (Peaceful Southern Movement) have used the slogan of restoring the status quo — independence of the South within the 1990 borders of the PDRY — as the best way to peacefully solve the “southern question.” At the same time, in the northern Zaydi provinces of Yemen, the takfiri practices of the “reformers” caused a similar defensive reaction from Zaydi youth. Against the Salafi proselytism of the international school Dar al-Hadith in Dammaj (near the Zaydi stronghold of Saada since the 9th century), the Zaydi intellectual elite created the “Shabab al-Mu’min” movement, which praised the historical role of Yemenis in Islam. It was led by former MP from Saada province, Sayyid Hussein al-Houthi (1959–2004), who gave lectures in 2001–2002 that formed the base of a new form of political Islam known as “Hussism.” It was a mix of theology and political theory, trying to explain the problems of the Muslim world and offer solutions. Its roots were in Zaydi theology. The idea of the “Qur’anic path” led by a spiritual leader — the ‘alam al-huda — aimed to rebuild unity in the Muslim community (ummah), combining ideas from different Sunni and Shia political movements and adding an element of Yemeni nationalism. Despite its originality, it had some similarities with Khomeinism, Salafism, the Muslim Brotherhood, nationalism, and other ideologies, making it a subject of criticism and speculation, even from other Zaydis. It focused on the civilizational injustice of global politics. In this teaching, takfirism was seen both as a distortion of Islamic values and a tool of US and Israeli (Zionist) policies to block a peaceful solution to the Palestinian issue. After the US invasion of Iraq in 2003, Hussein al-Houthi saw this as a sign that the Arab-Muslim world should mobilize to defend itself from future invasions aimed at taking resources by removing identity. In domestic politics, the Houthi movement followed only legal methods: they called for removing the religious reform (and the Islah party) from state privileges, and excluding the security sector from US cooperation. This idea went against President Saleh’s policy of strategic partnership with the US, which started in 2001 when Yemen joined the global US-led counterterror campaign after 9/11. This partnership gave mixed results: it helped build anti-American feelings in society, even as it made Yemen seem more important regionally and gave Saleh’s relatives in the security agencies close contact with US partners. In 2004, President Saleh declared war on the Houthis after they refused to stop chanting their slogan in mosques in Sanaa: “Death to America! Death to Israel! Curse the Jews! Victory to Islam!” — which became a symbol of the movement and expressed its main ideas. The bloody and failed Saada wars of 2004–2010, and the death of their respected leader in 2004, weakened the regime and brought more armed tribes and other groups to join the Houthi resistance. This made them a strong local opposition force. A year before the peaceful uprising of 2011 that shook Saleh’s regime, the so-called “Houthi problem” had already become one of the country’s top national issues, next to the “southern question.” Experts described Yemen in the 1990s and 2000s as unstable. Many American political scientists saw it as a “fragile state,” a term used by the World Bank in the early 1990s. In the 2000s, Yemen gained the image of a global center of “terrorist threats” and became a testing ground for the military and political actions of US intelligence. The “fragile state” concept helped justify direct foreign intervention. At an international conference in London in January 2010 about Yemen, the focus was on security, not reform, as Yemenis had hoped. In 2011, Yemen became one of the key places hit by the wave of protests known as the “Arab Spring.” The idea of a “fragile state,” military spending, and the weakening of national sovereignty all led to the shift of conflicts into violent areas instead of using the democratic tools in the constitution. But the crisis in the relationship between society and the state, and among political actors, could also be seen as a natural immune response of a healthy cultural system — reacting to political problems: Islah still had support from the kingdom that backed the religious reform, while the US became more involved in Yemen’s security agencies despite public anger. Even though the protests in February 2011 were spontaneous and had no central leadership, they had the signs of a real social revolution. There were clear problems at both the top and bottom of society. The Yemeni revolution followed a unique peaceful transition plan — the Gulf Cooperation Council (GCC) Initiative, launched on 23 November 2011 under the UN Secretary-General’s special envoy. The plan gave the task of creating a new constitution to an inclusive National Dialogue (ND) in Sanaa (March 2013 – January 2014), which showed that civil society was alive and strong in Yemen — something not possible in a truly “fragile state.” The organizers of the ND focused its agenda on the two key issues — the “southern question” and the “Houthi problem” — showing that internal Yemeni problems were the main priority in the transition. The only outside part of the plan was the proposed reform to decentralize and federalize the state, seen as a solution to these problems. A unique part of Yemen’s transition was that President Saleh remained head of the ruling party (GPC) even after officially handing over the presidency to his deputy — interim president Abdrabbuh Mansour Hadi — in February 2012. An attack on Saleh in June 2011 turned the former partners and rivals — the GPC and Islah — into true enemies. This attack also left Islah’s leadership without support in 2014, as the Hashid tribal confederation (which included Saleh himself) no longer backed them. A new alliance formed in 2014, with the GPC and the Houthi movement “Ansar Allah,” combining “conservatives” and “revolutionaries.” This gave a political defeat to Islah, whose spiritual leader saw the revolution as the start of a coming caliphate. President Hadi signed the “Peace and National Partnership Agreement” on 21 September 2014, which the UN Security Council supported. It allowed him to shift his regime’s support from Islah to the new alliance and to form a new technocratic government under Khaled Bahah in December 2014. With this change, the foreign actors’ bets on Islah’s victory failed, and Ansar Allah became one of the expected winners of the transition, along with the GPC. Only in late January 2015 did interim president Hadi show signs of crisis by offering his resignation. But the UN envoy Jamal Benomar still believed in the peaceful plan until 24 March 2015, staying in the capital Sanaa, which was controlled by the new alliance, even after Hadi fled to the separatist-held city of Aden on 21 February 2015. The peaceful project fell apart dramatically in March 2015, and many actors offered different explanations. The idea of a “Houthi coup” (with no exact date) became official after the Arab Coalition launched its military intervention on 26 March 2015. This version was confirmed by UN Security Council resolutions and became part of the Yemeni discourse, now shaped more by the regional rivalry between Saudi Arabia and Iran than by Yemen’s own internal problems. Among the lessons of the transition process, along with proof of the effectiveness of the inclusive National Dialogue (ND), we can also point to the doubt it created about the expert community’s firm belief in decentralization and federalization of Yemen. The debate between Yemeni participants on this issue almost caused the conference to collapse, showing the deep disagreement between major Yemeni actors on how many federal regions there should be and how they should relate to the central government. Strong traditions of regionalism in the young Yemeni state raised real concerns that the result of this idea could be state collapse instead of unity (as seen in the countries the reform authors wanted to copy). By mid-2025, the Yemeni crisis (YC) had gone through four stages: two mentioned earlier — during President Saleh’s rule and the implementation of the Initiative — formed its internal (endogenous) stage; and two newer stages after the Arab Coalition (AC) intervention in March 2015 — the geopolitical (military) stage. The AC military campaign in Yemen lasted seven years before entering a phase of steady de-escalation in April 2022. The current “Palestinian” stage began in October 2023, when the YC shifted into a new kind of conflict — a combined armed conflict of supra-regional level (mixing regional and global elements). What makes it unique is its direct link to the situation in the Palestinian-Israeli conflict (PIC) zone and Israel’s war in Gaza. The leading actors in this stage were first the US and the UK, who formed a naval coalition in December 2023 to stop anti-Israeli Houthi actions, and later Israel itself. We recall the prophetic comparison of the YC to a “ticking bomb” made in summer 2015 by UN Secretary-General Ban Ki-moon, warning that it could explode unless stopped early through political settlement. By summer 2025, the YC had absorbed not only unresolved internal problems but also several layers of subregional and regional issues, becoming a military-political “ticking bomb” for the whole region. Discussions about the cause of the YC’s new military phase range from security threats to shipping in the Red Sea by the Houthis and threats to Israel by the “Axis of Resistance” led by Iran, to opposing claims that the US and Israel are to blame for aggressive actions and blocking a legal settlement to the Gaza war. But for our study of the YC’s structure, another point is more important — the ongoing failure to resolve the YC during all its earlier stages, mostly due to outside geopolitical interference. The new stage stands out because the line between Yemen’s internal and external problems has disappeared. It is now part of a larger ethnic and religious conflict in another part of the region. Still, this link, through an ideological concept born in Yemen, does not feel artificial. Houthism, long under pressure since 2004, has now returned as a form of political will of the population — worn out by war but still determined. This fact again shows how unsuitable military methods are for solving the Yemeni conflict. Another unusual aspect of this new geopolitical stage is the inconsistent way the Houthis are labeled as international terrorists — depending on the mood of the US administration. Regional actors also switch between accepting and ignoring this label based on the situation. The accusation creates a legal problem regarding the status of the second major actor in Yemen’s ruling coalition — the core of the GPC party, which recognized the constitution and formed a government in Sanaa in August 2016. This unrecognized government controls about 30% of the territory, where more than 70% of Yemen’s population lives. The equal participation of Ansar Allah and the GPC in fully restored state institutions leaves open the question of how the US defines the GPC’s role in terrorism, especially since the party, led by ex-president Saleh, was a US partner for nearly 10 years before 2011. In the Supreme Political Council — the top body of the Sanaa government — there are 10 members, five from each group. The head of the council has always been from Ansar Allah, but the posts of prime minister, foreign minister, and some military and security positions were mostly held by GPC members. Another problem is linked to UN Security Council Resolution 2216, which demands the Houthis give up heavy weapons and leave Sanaa — in other words, surrender. But since the ruling coalition in Sanaa is joint, it is unclear whether the same demand applies to the GPC, which traditionally controlled the army and security services. There is no doubt about the status of the internationally recognized government (IRG), which is officially accepted, even by Russia — although Russia criticized Resolution 2216 during discussions and did not vote for it. Still, there is a question about the realism of demanding the Houthis hand over all weapons (meaning the arsenal collected during Saleh’s time) to Hadi’s government in exile, which was located entirely in a neighboring country with a complex past in its relations with Yemen. The main reasons the YC shifted to a new phase in October 2023 likely include: 1) the outdated UN framework for conflict resolution; 2) the limited and misleading use of the “proxy war” model to explain a complex conflict involving the AC, framing it only as a Saudi-Iranian proxy war; 3) the competition of many foreign powers for geopolitical influence in Yemen while ignoring Yemenis' own right to sovereignty. Before the transition of the YC to the "Palestinian" phase, two approaches to its settlement had formed in the discourse on YC — the official one (but non-functional) and the pragmatic one (but not acceptable to several internal, and especially external, powerful actors). The specific nature of this division, reflecting the mixed endogenously-geopolitical nature of YC itself, lies in the attempts by powerful interest groups behind them to implement incompatible approaches through the same permanent special mission appointed by the UN Secretary-General. The first approach was set by UN Security Council Resolution 2216 (April 2015), which formally became the legal basis for the UN mission’s work and focused on a military solution to the “Houthi problem” — applying pressure on the unrecognized regime in Sana'a until the Houthis surrendered completely. The second approach, which emerged almost immediately after the war began in March 2015, came from the expert community. It largely agreed with the criticism of Resolution 2216 voiced by the Russian Permanent Representative to the UN Security Council (2006–2017) V. I. Churkin and was based on an understanding of Yemeni realities rather than the wishes of foreign actors. It has long served as the practical guide for the current head of the UN mission in Yemen, Hans Grundberg, and includes two main elements: a) assisting in the prompt end of foreign military intervention in YC; and b) launching a comprehensive political peace process in an inclusive Yemeni format under UN auspices. This scenario gave a “green light,” in particular, to the Omani track and the de-escalation regime that began in April 2022. The UN mission and Russian diplomacy actively supported its progress at every stage. The de-escalation regime and the Omani track of direct talks between Riyadh and Sana'a on the terms of ending the war became the main outcome of the years-long war in Yemen and one of the most important achievements of the reform policy of the Saudi Crown Prince Mohammed bin Salman. The new leader of the Kingdom began his involvement in YC as the commander of Operation “Decisive Storm” conducted by the AC, and in 2021–2022, thanks to him, Saudi Arabia became the initiator of the process to end the conflict based on its own model and using a regional format. Liberal reforms in Saudi Arabia, which affected the religious sphere starting in 2017, the threatening dynamics of the military conflict in Yemen, which hindered Saudi Arabia’s strategy to achieve leadership under the “Vision 2030” concept, and finally, the revision of approaches to the regional security system involving Iran — all came before this shift toward de-escalation in the YC zone. Its intellectual basis was a scholarly monograph published in 2022 by the respected King Faisal Center for Research and Islamic Studies (KFCRIS) in the Kingdom of Saudi Arabia titled “The Houthi Movement in Yemen: Ideology, Ambitions, and Security.” Most of the articles were written by well-known representatives of various Western schools of Oriental studies and Yemeni research centers. They reached a common conclusion that the concept of “proxy” does not apply to the Yemeni Houthis. According to them, this very construct contributed more to the development of relations between the Sana'a regime and Iran and the “Axis of Resistance” during the war years than it reflected any prior allegiance to Tehran’s interests before the conflict began. The authors agreed that the roots of Houthism lie both in Yemeni history and traditions and in the distressing modern political situation in the Middle East after the September 11 attacks, which, in the view of Sayyid Hussein al-Houthi and his brother — Sayyid Abdul-Malik al-Houthi, the current leader of Ansar Allah — was largely caused by US policy that threw the region into chaos. Of course, these “findings” in the monograph did not make the relationship between Saudi Arabia and Ansar Allah friendly, but removing the label of “enemy agent” from the movement allowed both sides to sit at the negotiating table and return the “Houthi problem” (among others) to the agenda of general YC settlement in the Yemeni format. The stable de-escalation regime received support from the UN mission but faced strong opposition from various competing centers of political influence (CPI), who feared losing status and were united in April 2022 into the Presidential Leadership Council (PLC) headed by the new president of the MPP — Rashad al-Alimi. The United States also supported their discontent out of fear that regional actors might take over the initiative in the Yemeni settlement. US President Biden’s Special Representative for Yemen, Tim Lenderking (2021–2025), repeatedly spoke of the leading role of the US, indirectly blaming the UN mission for its support of the Oman talks. A telling example is his statement at the Foreign Affairs Committee hearings in December 2022: “The Houthis’ last-minute demand to direct limited oil export revenues, received by the Yemeni government, to pay salaries of active Houthi combatants, even though the Houthis refused to commit to a ceasefire, prevented the UN from concluding a new truce agreement between the parties in October… These actions are an insult to the entire international community and completely unacceptable. ” The two official visits exchanged between Riyadh and Sana’a in April and September 2023, after the normalization of relations between Saudi Arabia and Iran with Beijing’s mediation in March, differed significantly in the atmosphere of negotiations: the enthusiasm clearly declined, increasing Sana’a’s uncertainty about the outcomes and timing. If the agreement on a "roadmap" within the framework of the Omani track — whose readiness was only announced by H. Grundberg on December 23, 2023 — had been reached earlier, a new escalation in YC might not have occurred at all or would have taken a much less aggressive form. The new stage of the military phase in YC covers the period from October 7, 2023, to May 6, 2025, and is divided into three phases. The de-escalation regime along the military contact line between AC and SA forces remained in effect, although in all other aspects of the process it noticeably deteriorated, pushing the humanitarian and economic situation to the brink of collapse. It should be noted that the initiative to link YC with the situation in the PIC zone came solely from the unrecognized regime in Sana’a and had nothing to do with the policy of Yemen’s official authorities — the MPP, which expressed itself in supporting resolutions of international summits, the Arab League (AL), and the Organization of Islamic Cooperation (OIC), condemning Israel for the genocide of Gaza’s Palestinian population but prioritizing the goal of preventing conflict escalation. Many members of the Presidential Leadership Council (PLC) sharply criticized the Houthis’ policy, describing them as a terrorist group, and their actions in the Red Sea against Israel as harmful to Yemen. This nuance should be taken into account, especially when encountering media headlines like “Yemen enters war with Israel,” which rather reflect the strong resonance of Sana’a’s policy in the Arab-Muslim world, coordinated with members of the so-called “Axis of Resistance.” The following refers specifically to the policy of the unrecognized regime — the initiator of the new stage. The push to move to a new phase in YC was triggered by the sudden raid of Hamas fighters on October 7 — “Al-Aqsa Flood” — and the large-scale, well-prepared Israeli army operation in Gaza “Iron Swords,” which led to near-total destruction of the city and raised the number of victims to about 9% of its population by June 2025. During the first phase from October 7 to December 18, 2023, the leaders of Ansar Allah took full control over shaping the domestic and foreign policy of the unrecognized Sana’a regime, achieving a significant breakthrough in unifying its ideological base on the Houthi doctrine. The Palestinian issue had already played a major role in the rhetoric of Ansar Allah leaders when condemning the military intervention in Yemen by Saudi Arabia and the UAE — which they called “unprovoked aggression,” staged by their common enemies — the US, Britain, and Israel (referred to as the “unholy trinity” in the regime’s rhetoric), aimed at preparing a strategic base in the Red Sea under the hostile New Middle East project. Now the topic of Palestine and Jerusalem became dominant. The solidarity campaign with the Palestinians under the name “Battle of the Promised Victory and the Holy Jihad” covered all areas of the unrecognized regime’s policy and filled the entire internal discourse. Weekly, well-organized mass marches with slogans from the Demonstration Organizing Committee, accompanied by public lectures and religious sermons by the movement’s leader Sayyid Abdul-Malik al-Houthi broadcast on screens, served as the official manifestation of the Yemeni people’s will and determination to stand firm in defending the rights of the Palestinian people. They included not only threats against enemies but also criticism of Arab and Islamic states’ policies for their “negligence,” and of the MPP, described as “anti-people.” In October–November 2023, the campaign of civilian solidarity with the people of Gaza was supplemented by military-political actions of the Houthi regime under the slogan directed to Hamas organizations, “You are not alone!” The unrecognized authorities blocked Israeli shipping through Bab-el-Mandeb, launched missiles toward the Israeli Red Sea port of Eilat, significantly disrupting its operations. At the same time, combat training courses were organized to prepare “hundreds of thousands of Yemenis” for voluntary entry into the war against Israel. Expressions of loyalty to the “leader of the revolution” — Sayyid Abdul-Malik al-Houthi — reached unprecedented levels, spreading across the military leadership at all levels. The head of the Supreme Political Council (SPC) of the Sana’a regime, Mahdi al-Mashat, emphasized that the countermeasures he introduced against Israel were tied exclusively to the war and blockade in the Gaza Strip, with no intention to obstruct freedom of navigation through the Bab-el-Mandeb strait for other companies and ships. Overall, the ban affected about 1–1.5% of the cargo flow. The second phase, from December 18, 2023, to January 19, 2025, covers the conduct of the “Poseidon Archer” military operation with the participation of the US-UK Maritime Coalition (USUKMC) during the Biden administration. In a joint statement from the US government and several of its partners dated January 3, 2024, referring to attacks on about 10 cargo ships using around 100 drones from Yemen’s shores, it stated: “... the attacks threaten the lives of innocent people around the world and pose a serious international problem requiring collective action. Nearly 15% of global maritime trade passes through the Red Sea, including 8% of global grain trade, 12% of maritime oil trade, and 8% of liquefied natural gas. International shipping companies continue to reroute their vessels around the Cape of Good Hope, resulting in significant costs and weeks-long delays in deliveries, ultimately putting at risk the transportation of essential food, fuel, and humanitarian aid worldwide. Let our message be clear: we call for an immediate end to these illegal attacks and the release of unlawfully detained ships and crews. The Houthis will be held accountable for the consequences if they continue to threaten lives, the global economy, and the free movement of trade along key regional waterways.” The strikes launched by USUKMC on January 11, 2024, aimed to “restore freedom of navigation” through the strait and deprive Sana’a of the military capability to continue its ship attacks. Israel was not mentioned, but within Yemen, the openly pro-Israel orientation of the campaign against the Sana’a alliance (SA) seriously complicated the MPP’s position. The operation ended on January 19, 2025, without achieving its objectives, following Biden’s departure from the presidency. U.S. partners in the EU and the region refused to operate under U.S. command. The EU’s “Aspides” operation focused on covering and escorting merchant ships. Among the Gulf countries, only Bahrain participated in the US-UK Maritime Coalition (USUKMC), providing a base for U.S. and British fleets and CENTCOM’s command headquarters. The U.S. invoked Article 51 of Chapter VII “Action with respect to threats to the peace, breaches of the peace, and acts of aggression” of the UN Charter (the right of self-defense) to justify its aggression in Yemen. The legal side of the USUKMC operation was extensively criticized by the Russian Ministry of Foreign Affairs and Russia’s Permanent Representative to the UN Security Council, V.A. Nebenzya. In his detailed letter to UN members dated January 22, 2024, he presented Russia’s position, describing the actions of the U.S. and Britain as a blatant violation of international law and a threat to peace. Russia did not support the Houthi threats to navigation but, amid the even more explosive situation in Gaza — which the Houthi countermeasures aimed to contain — proposed that both issues be resolved simultaneously through balanced, comprehensive solutions. This approach was also shared by most regional actors, who were primarily concerned about threats to shipping posed by the USUKMC military campaign in the Red Sea itself. According to the 2024 annual report of the Suez Canal Authority, revenue from ship traffic fell by 60%, depriving Egypt of about $7 billion (compared to a 2–3% drop before the formation of the “Guardian” coalition). Almost every quarter during the military phase of the “Palestinian” stage, the Houthis demonstrated new types of weapons and improved tactics for attacking maritime targets, including both commercial and military ships of the U.S. and Britain, which were added to Sana’a’s blacklist after the aggression began. This development triggered threats toward Iran, accused of supplying weapons to the Houthis while bypassing all checkpoints established since March 2015 — long controlled by the U.S. and British navies. On July 20, 2024, Israeli aviation joined the USUKMC “Archer” operations — one day after a Yemeni drone exploded in Tel Aviv. In the second half of the year, Israel launched three more attacks, coordinated with USUKMC combat operations. Meanwhile, strikes on Israeli territory from Yemen intensified. From October 2023 to mid-January 2025, Sana’a media reported 92 air raids on various targets in Israel, including the Haifa port on the Mediterranean (jointly with Iraqi resistance forces) and Ben Gurion International Airport in Tel Aviv. During this period, the Houthis also attacked 24 Israeli ships. They carried out 78 combat operations against the U.S. Navy, attacked 30 American commercial vessels, and 13 British ships. Attacks on Israeli territory involved cruise and ballistic missiles, some with hypersonic capabilities that pierced Israel’s defense systems, as well as large numbers of drones. According to incomplete data, during the first year of the “Archer” operation, USUKMC launched 1,200 strikes on Yemen. The combat experience gained by U.S. forces in the war with Yemen in the Red and Arabian Seas was recognized by many experts as instructive, becoming a subject of close study of a conflict in which drones worth up to $20,000 were countered by air defense missiles costing $1–4.5 million each. The change of administrations in the White House triggered a pause in the Gaza war on January 19, 2025, and a simultaneous halt in Houthi attacks on all ships in the Red and Arabian Seas. However, the arrival of President Trump was accompanied by a major escalation of the U.S. military operation, which was named “Furious Rider.” Trump's designation of the Houthis as a Foreign Terrorist Organization (FTO) on January 22, 2025, coincided with the pause in hostilities and contradicted the call from UN mission head H. Grundberg for a full ceasefire in the Red Sea, citing Yemen’s dire humanitarian situation. At the UN Security Council briefing on February 13, 2025, he began his speech with a call for deescalation. However, on March 15, 2025, the U.S. resumed heavy bombing of Yemen just before the truce in Gaza collapsed due to Israeli actions. The Washington Times wrote: “President Trump warned the Iran-backed terrorist group that it must stop all attacks on commercial shipping in the Red Sea, or ‘you will face a hell like you’ve never seen before.’” The new wave of daily, unprecedentedly intense strikes on Yemen under the “Furious Rider” operation continued from March 15 to May 6, 2025. The beginning of the operation was marked by a loud political scandal — “Signalgate” — related to the leak of confidential information about the planned U.S. military operation in Yemen. The leak was published in an article by The Atlantic’s editor-in-chief Jeffrey Goldberg, who had accidentally joined a messenger chat created by National Security Secretary Mike Watts, who was later dismissed over the incident. The operation involved the aircraft carrier USS Harry S. Truman (CVN-75), which lost three F-18 jets in multiple incidents, each valued at $67 million. The U.S. also lost over a dozen heavy MQ-9 Reaper drones, each worth $30 million, shot down over Yemen. The cost of the U.S. operation in Yemen is estimated at around $7 billion. In late April 2025, British aircraft rejoined the “Rider” operation. On May 5, Israeli aircraft carried out its first large-scale strike of the campaign on sensitive infrastructure and residences of Ansar Allah’s political and military leaders, continuing attacks even after President Trump declared the operation over. At an investment forum in Riyadh in mid-May, the American president gave the following comment on his decision: “In recent weeks, after repeated attacks on American ships and on the freedom of navigation in the Red Sea, the U.S. military carried out more than 1,100 strikes on the Houthis in Yemen. As a result, the Houthis agreed to stop. They said, ‘We don’t want this anymore.’ You’re hearing this from them for the first time. They’re tough guys, they’re fighters. But just a few days ago, we asked them to stop attacking commercial ships. They had no intention whatsoever of targeting trade vessels or anything American, and they were very happy that we stopped. But we had 52 days of thunder and lightning like they’d never seen before. It was fast, fierce, decisive, and an extremely successful use of military force. Not that we wanted it, but they were hitting ships. They were firing at you. They were firing at Saudi Arabia. We were not.” The prospects for further development of the YC remain unpredictable. The linkage of YC with the PIC remains in effect. YC has transitioned into a format of direct confrontation between SA and Israel. A new war front was opened by Israel's attack on Iran on January 13, 2025, and the twelve-day war that followed — ending with a U.S. strike on Iran’s nuclear facilities and Iran’s retaliatory strike on a U.S. Air Force base in Qatar — sparked Sana’a’s willingness to support Iran while continuing to tie YC to the situation in Gaza and maintain the blockade of Israeli shipping through the Bab-el-Mandeb Strait. Russia’s position throughout all phases of the second stage of the military phase was consistently focused on political resolution of YC. On May 14, 2025, Russia’s Permanent Representative to the UN, V.A. Nebenzya, stated that during the nearly two-month confrontation between the U.S. and the Houthis, the death toll had exceeded 200 people, with several hundred more injured. Strikes were carried out almost nightly on the territory of sovereign Yemen, targeting not only military but also civilian infrastructure, with no result — neither the suppression of Ansar Allah’s military capabilities nor their abandonment of their course of action. Welcoming the cessation of U.S. attacks on Yemen, the Russian envoy remarked: “Better late than never, as the saying goes. It seems that Washington has finally acknowledged the futility of the military approach, something we have pointed out repeatedly… This could have been a first step toward general de-escalation around Yemen. But unfortunately, it is not yet the case, because Israel has now begun relay-style bombardments of Yemen.” The U.S.-UK coalition’s military campaign in Yemen bore all the hallmarks of a large-scale neocolonial military adventure. It immediately took the form of a demonstration of military superiority, hardly differing in method or tactics from earlier AC operations, when nearly 250,000 strikes were launched on Yemen from March 2015 to April 2022. The USUKMC's failures to organize a ground operation — necessary for military victory — also echoed past lessons. The AC’s refusal to participate in favor of maintaining the de-escalation regime, and the conditional agreement by Yemeni CPIs in the MPP to join only if supplied with U.S. arms (thus endangering their patrons from the AC), yielded no results. Moreover, the Palestinian backdrop of the new phase raised the risk that all of the accumulated military power of SA’s enemies might eventually pivot against Israel’s allies. The second stage of the geopolitical phase of the crisis cannot be considered fully complete, yet it may transform into a third one if Israel attempts to seize the initiative. * Organization designated as terrorist and banned in the Russian Federation.References:Bokov T.A. The Yemeni Houthi Movement: Causes of Origin, Formation and Development. Dissertation abstract. St. Petersburg, 2023. P. 162.In January 2021, outgoing president D. Trump designated the Houthis as an international terrorist group, which was reversed by incoming president J. Biden in February. In January 2024, the group was re-designated, and Trump began his new term in January 2025 by raising the threat level of the Houthis to a “Foreign Terrorist Organization” (FTO).The Huthi Movement in Yemen: Ideology, Ambition and Security in the Arab Gulf / Abdullah Hamidaddin. London: I.B. Tauris, 2022.The book’s editor was Dr. Abdullah Hamidaddin, Assistant Secretary General of the Center. Contributors included B. Haykel (Princeton), M. Brandt (ISA, Austria), E. Ardemagni (ISPI, Italy), among others.The same article served as the legal reference for launching the AC’s “Decisive Storm” operation in March 2015.United Nations S/2024/90 Security Council Distr.: General 22 January 2024 — Letter dated 22 January 2024 from the Permanent Representative of the Russian Federation to the United Nations addressed to the President of the Security Council.MQ-9 Reaper — remotely piloted UAV, medium-altitude and long-endurance. Primarily used for reconnaissance, surveillance, targeting, and strikes.

Defense & Security
Military bombs and ammunition in front of a waving European Union flag

A European way of war: Towards doctrine to defend against Russia, without the US

by Garvan Walshe

Abstract Recent changes in US foreign policy and strategic posture have forced Europe to think about meeting its security needs without US support. One issue that requires a particular focus is the question of how to deter and defend against Russia in a conventional war. This article attempts a high-level assessment of European military capability and considers whether existing military doctrine is adequate. It argues that Europe should maintain its focus on NATO’s manoeuvrist mode of war fighting and identifies key capability gaps that need to be filled for (a) a coalition of the willing and (b) Europe as a whole to be able to fight in this way. It cautions against an unduly defensive, attritional method of fighting, based on conscript armies, as playing to Russia’s strengths instead of our own. Introduction War has come back to Europe and so has the need to think about how to fight it. Between 24 February 2022 and 21 January 2024, we put the need to rethink our defence to one side, because the Biden administration allowed us the luxury of being able to repurpose Cold War institutions (most obviously NATO), deterrence and habits to support Ukraine and dissuade Russia from another overt attack. This was a mixed blessing, because while it saved us the need to put our societies and economies on a war footing, it also blinded us to the need to build something new. The old system was not the best to contend with Russia’s aggression. While the US had only half an eye on Europe—with the rest of its focus on China—Western Europeans continued to free-ride on American resources. Neither Germany’s Zeitenwende, nor the aspersion cast by Emanuel Macron that ‘NATO is brain-dead’ (Macron 2019) translated into larger defence budgets, increased orders for ammunition, the conversion of civilian manufacturing to military use or the running of plants in shifts to replenish stockpiles. Only the Nordics, Baltics and Poland really moved to a war footing, and even their restructuring suffered from a desire, exposed as wishful thinking by Trump’s victory in November 2024, to keep the US involved. Now, with the US being led by an unstable pro-Russian Donald Trump and an anti-European JD Vance, the choice has been made for us. Steps are already being taken to prepare Europe’s industrial base, whether it is the creation of a European defence commissioner, Germany’s removal of its debt brake or initiatives such as the EU’s proposed Security Action for Europe (SAFE) financing instrument. But our political elite also needs to educate itself beyond these industrial and economic matters. War has once again become an essential part of what every responsible political leader needs to know. As it had been until 1945, if not 1989, some understanding of the military arts has, unfortunately, again become indispensable for European statespeople. This article will start by outlining certain concepts to help inform our debate about how we defend ourselves against Russia. It will relate them to the state of our military equipment, and pose questions about how we should fight with what we have, and how we should make more of what we need to fight in the way that gives us the maximum advantage over Russia. It will ask what elements of the existing NATO way of war should be kept, and which ought to be replaced, as a new European way of war—a European ‘doctrine’—is developed. And it will identify the key gaps in capability that need to be filled to apply such a doctrine in two scenarios: one where most of Europe confronts Russia (excluding neutrals, such as Ireland or Austria; potentially hostile states, such as Hungary and Slovakia; and Greece and Turkey, which deploy military resources to deter a conflict between themselves), and another where the burden is taken up by a coalition of the willing. This coalition is drawn up narrowly to constitute the Nordic–Baltic Eight (NB8),1 the UK, Poland and Ukraine. Other countries, for example, Czechia and the Netherlands, would currently be considered part of this coalition, but their contributions have, conservatively, been excluded for the purpose of this assessment. This article does not assume that the European military effort should replicate the American one (for the cost of replication, see Wolff 2025). Instead it seeks to assess how Europe would deter and defeat Russia in ways that exploit our advantages against the Russian military. We do not need to replace the Americans one-for-one, but nor should we replicate Russia’s relatively low-technology and low-skill warfare. That would be to give up the strongest advantages our free and technologically advanced societies provide. Centre of gravity The first concept we need to outline is the ‘centre of gravity’: the phrase, whose application to war we owe to Clausewitz (1918, 270), refers to that feature of a belligerent that will cause it to change its behaviour when subject to pressure. The aim of military strategy, he argued, was not necessarily the destruction of the enemy’s forces, still less their population, but the application of force to their centre of gravity in order to achieve your war aim. With this in view, the most important question for European military planners is, where is Putin’s, or Russia’s, centre of gravity? This question will occupy our strategists’ minds for the foreseeable future: its answer includes determining whether it is Putin, or some other group in the Russian elite, such as the military, energy producers or business oligarchs, on whom pressure should be applied, and if so what pressure is required. Under what conditions would Putin sue for peace, or be replaced by someone who would, if Russia extended its war to conventional military aggression against Europe? Only once these conditions have been identified, is it then relevant to ask how they might be brought about. This consideration of centre of gravity begs an important question: how is Russia to be deterred from attacking Europe? How can sufficiently severe consequences be imposed on Russia, bearing in mind that the loss of almost 400 aircraft (Minfin.com.ua 2025) and several thousand tanks, and close to a million men killed and wounded have not been enough to push Putin to retreat from Ukraine? It is, however, necessary to pose this question, because there is a temptation to avoid it by focusing on ‘deterrence by denial’. This idea would be to defend ourselves in the manner in which the Chinese are thought to defend themselves against the US: by preventing US forces from landing in China by attacking its large, expensive ships. This does not apply to the Russian case for two reasons: first, Russia is willing to sacrifice men and equipment in human-wave assaults; the only equipment it seems to have decided to preserve is its air force. Second, Russia has a land border with Europe, so it does not need to attack using small numbers of vulnerable ships. Denial is extremely difficult against human-wave attacks, as US forces found in Korea, and Iraqis found in the Iran–Iraq war when revolutionary Iran employed them. (See Meyer zum Felde 2024 for a deterrence by denial–focused approach.) Order of battle A second concept is the ‘order of battle’: what are the forces arranged on either side of a conflict and how do they measure up to each other? As well as military units, it is worthwhile also considering the broader elements of societal strength—economic, political and cultural—that each side has, and how these contribute to the war effort. For example, our open societies leave us more vulnerable to hybrid attacks and disinformation, but on the other hand supply great strength and flexibility. Democratic societies do not wait for the government to tell them what to do, but organise social defence in ways that dictatorships find more difficult; the market economy possesses enormous flexibility that centrally planned systems do not; and an entrepreneurial can-do culture can also produce superior military performance through the concept of ‘mission command’ (see below). But the first question is who would be fighting? Sometimes pieces are written as if it would only be Britain and France confronting Russia (Barker et al. 2025), but borders have shifted since the Cold War: Eastern Europe, including the highly capable Polish and Finnish militaries, as well, of course, as Europe’s strongest army, Ukraine’s, would be arrayed against Moscow, not operating under its orders. Europe’s total military-age population is considerably greater than Russia’s. If Austria, Hungary, Ireland and Slovakia are excluded for political reasons, and Greece and Turkey as well, because they will wish to preserve resources in case a conflict breaks out between them, ‘Europe’ has 89.5 million military-age men and 88 million military-age women, compared to Russia’s 31 million military-age men and 33 million military-age women.2 The question of how such forces are recruited and generated, particularly in the economically more successful parts of Europe, is of course relevant, but the sheer capacity to provide sufficient personnel is not in doubt. It is useful to consider the matter of mobilisation. Russia was in transition from a conscript to a professional army when it launched its attack on Ukraine. It still mobilises 160,000 men per year, mostly to fill rearguard positions and free up front-line deployment for professional troops. This is equivalent to 17% of the annual cohort of young men.3 Europe (as defined above) could generate similar forces without much difficulty. A one-year cohort of the European population includes 2.7 million men and 2.5 million women. Even if it limited itself to calling up men, it would only need to recruit 6% of the population. Such a number would be feasible with a voluntary reserve service programme, and would not require universal conscription. Considering the countries most at risk of Russian aggression, and most likely to need to defend against it, presents a starker picture. The NB8 plus Poland and the UK between them have an annual cohort of 7.7 million men and 7.3 million women. If the male population of these countries took part in military service at the same rate as Russians, this would generate 130,000 personnel, requiring an additional 30,000 female personnel to match Russian numbers. This would require a female reserve participation rate of 4%, which is an achievable figure. For example, at least 25% of Norway’s annual conscription quota comprises women. Despite a recent surge in calls to reintroduce universal military service in Europe, this is not necessarily advisable in all countries. Training a large cohort of conscripts takes resources away from exercises and advanced training for professional officers. While it may be justified for small nations on the front line, it is not the best use of resources for larger countries. The required manpower needs can in most cases be met by a selective reserve system. European stocks of platforms (as distinct from ammunition stocks, which are dangerously low) are also not outrageously out of balance with the requirement for a mission against Russia, though this is partly due to Ukraine’s destruction of Russian equipment since 2022. The following (table 1) compares stocks of fighter jets, main battle tanks and artillery pieces across several groups of European countries (some including Ukraine) versus Russia. This analysis is necessarily somewhat crude, as it excludes infantry fighting vehicles, mortars and other equipment. It also completely sets aside analysis of naval forces. Its fighter aircraft figures comprise fourth-generation fighters, old fighters (predating the fourth generation or the Warsaw Pact) and F35s.4 Finally, these figures do not take future production (either European or Russian) or the evolution of land and air drones into account (International Institute for Strategic Studies 2024).   Source: International Institute for Strategic Studies (2024). Note: This table compares the main platforms (fighter jets, main battle tanks and artillery pieces, including rocket artillery) that various European countries have at their disposal. Countries are placed in different categories and then compared against Russia. Each category also appears in two variants: one including Ukraine, and one that does not include Ukrainian forces. The ‘NB8+ coalition’ is the NB8 plus the UK and Poland. Non-neutral Europe means EU members plus the UK and Norway, but minus Ireland, Austria, Hungary and Slovakia. Using this table one can see, for example, that the NB8+ coalition has 542 fewer fighter jets at its disposal than Russia but essentially the same number of main battle tanks. With the exception of the scenario in which only the NB8+ coalition and Ukraine face off against Russia, Europe currently has approximately the required numbers of platforms to resist a Russian attack (bearing in mind a deficit in artillery pieces if Ukraine is not included). This leads to the following conclusions: • Ukraine needs to be considered an integral part of European defence against Russia, and its defeat would allow Russia to focus its forces on EU territory.• The coalition faces a notable air-power shortage in confronting Russia. While it has enough planes to deter Russian use of its aerospace, it does not have sufficient equipment to attempt to establish air superiority.• At an overall European level the priority should not be buying new platforms. Platform acquisition should be part of any rearmament plan, but priorities should be determined by the specific needs of a campaign against Russia, with importance given to filling the key gaps needed to conduct such a campaign. Platforms, ammunition and network-centric warfare The analysis above is only a first approximation of military strength. It considers only equipment and mobilisation potential, rather than force generation, and concentrates on land and air forces, setting aside the navy because a Euro-Russian conventional war would largely be fought on land. (The air force calculations do include naval aviation equipment, however, as these could be brought to bear). It also deals only with the main ‘platforms’: main battle tanks, fighter planes and artillery pieces, ignoring armoured personnel carriers and infantry fighting vehicles, engineering and support equipment, and, most importantly, ammunition. Simply replicating Russian numbers of platforms without considering communications, software and unmanned systems risks equipping ourselves to fight the last war (Tallis 2025). The spectrum that runs between a platform, which serves to move weapons systems into a place where they can be fired, and a piece of ammunition, fired from a platform, is another dimension of analysis. For example, during the Second World War the distinction was clear: an artillery shell was ammunition; an artillery piece a platform. But how should one categorise a cruise missile, which could be launched from a plane (so it appears to be ammunition launched from a platform), or directly from land, in which case it could arguably be a platform on its own? What is the difference between a cruise missile and a long-range drone? The war in Ukraine has seen the rapid development of short-range single-use drones that behave, in some ways, like super-intelligent artillery shells; and actual shells have incorporated guidance systems, and even propulsion systems, so that they have become what are known as ‘loitering munitions’. The point here is that strength is not just measured by platforms, but by the things that can be delivered to the battlefield with them (or independently of them), and an assessment of military strength needs to include an understanding of stocks of ammunition, the ability to replenish it and to fire it at where it is needed. This brings us to the idea of networks. War has always given the advantage to the side that could bring force to bear in a coordinated fashion while itself avoiding being the target of a coordinated enemy attack. The latest iteration of this is known as ‘network-centric warfare’, which, in its ideal form, means that every participant in the battle, from planes and ships all the way down to individual soldiers and drones can observe the ‘battlespace’ and communicate information about it to the right layer of command. Using this information, commanders, assisted by artificial intelligence, can decide where ‘effect’ is to be concentrated to bring about maximum damage to the enemy, more quickly than it can cause damage. This capability is not necessarily confined to the most expensive high-tech armies. Ukraine has shown how off-the-shelf electronic components can be added to existing systems to improve them (for example, to allow its artillery to concentrate fire on a single target despite the artillery systems themselves being dispersed). Precision If in the popular imagination precision weapons are used mainly to reduce collateral damage (and this was indeed their main use during the campaigns against terrorist groups in the first two decades of this century), in high-intensity war their advantage is that they conserve resources and time. Even if an individual precision artillery shell is more expensive, it is more useful to be able to use one or two guided shells to hit a target than 30 or 40 unguided ones. Not only is less ammunition used, but fewer troops are needed to operate it, and the wear and tear on the artillery pieces is considerably less. Precision results in greater ‘effect’ from the inputs to the process. Though sometimes presented as its opposite, precision should be understood as a way of delivering ‘mass’; this concept, also from Clausewitz (1918, 98), refers to the quantity of force that can be brought to bear against an enemy at a particular time. It matters because fighting is not a continuous linear process where the amount of force one applies has an effect in proportion to its quantity—in war having more power at one place at the right time means you will win the battle and the enemy will be weaker for the next one. The slightly stronger force can often inflict damage on the weaker one in a way that is disproportionate to the difference in their strength. To take a simple example for the purposes of illustration, suppose we start with 100 tanks, and so do they. Thanks to our commander’s skill we are able to concentrate 50 of our tanks against 40 of theirs. We lose 10 tanks, they lose 35. Now we have 90 tanks, they have 65. In this example our ability to get those extra 10 tanks in the right place has given us an advantage that can be pressed further in the next battle. It is these facts that underpin the approach that NATO, and the West more broadly, has applied to fighting. Although Western democracies have been able, due to their superior economic systems and technological advantage, to outproduce their enemies, winning a war of attrition is not where they consider their advantage to come from. Instead they emphasise their speed of movement and thought, and their ability to confuse their enemies, tricking them into dividing or misdirecting their forces, and then pouncing at the right moment; this is the ‘manoeuvrist’ creed of war, in which we fight smart and overcome the enemy by more than brute force. It is important not to draw the distinction between attrition and manoeuvre too crudely. Manoeuvre warfare is easier when you have more and better kit, and your leaders are informed by better intelligence obtained through technological as well as human sources. It also takes advantage of the characteristics of free societies. Manoeuvre warfare is strengthened by ‘mission command’: the notion that subordinate officers are given the ability to decide exactly how to fulfil their orders. This gives Western militaries a flexibility that is absent from the armies of dictatorships, in which such freedom is rarely granted,5 but of course this depends on officers and soldiers being sufficiently well-trained, and possessing a good enough level of general education, to operate independently. It is the best way for us, as free and well-educated peoples, to fight—it is not necessarily the best for everyone. A manoeuvrist force, is, as the name suggests, on the move. It is constantly advancing, communicating its changing position, attempting to bypass and confuse the enemy. It operates at a high tempo in order to overwhelm the enemy mentally as well as physically, and the ability to sustain this type of fighting informs training, equipment command and intelligence: ‘the key to winning battles is to have greater forces at the key location than does the enemy. The trick is to outwit the enemy and thus out-concentrate him at the right time’ (Warden 1998, 79). This matters for learning the right lessons from Ukraine’s fight for survival. Ukraine has only been able to master some of the lessons of manoeuvrist warfare. It has been hampered by its limited capacity in the air, which slows it down and makes it hard to break Russian lines except with artillery and long-range fire (such as the famous HIMARS rockets). It is in transition from Soviet- to Western-style command. But it has also shown tremendous capacity to innovate, particularly in its use of drones to hold a defensive line. Ukraine’s tremendous first-person drone capacity allows it to stop Russian attacks while risking far fewer troops (drone operators work behind the lines, where they are at much lower risk than the men in the trenches) and even compensate for artillery.6 These principles feed into NATO’s existing doctrine (NATO 2022), which involves identifying the enemy’s centre of gravity, achieving air superiority to deliver firepower against its command and control nodes, and then overcoming its disoriented forces at speed. It relies on synthesising intelligence through networks of sensors and exploiting the information they provide to deploy massed precision against them. Such operations, however, require certain capabilities that depend on equipment and structures provided mostly by the US. The first of these is NATO’s command structure. NATO’s armies have a single command structure that conducts exercises together. At the top is the Supreme Allied Commander (American) and the Deputy Supreme Allied Commander (European). American units are integrated throughout the force structure. European forces will need to plan, exercise and be ready to fight without these American elements—it is not merely a matter of detaching them. The second is the intelligence and planning capability to carry out those war plans and adapt to the evolving battle. These integrate intelligence gathered from sensors, satellites and human sources, and artificial intelligence is increasingly involved in its processing as extremely large amounts of data must be handled quickly and secretly. As well as certain sensors (satellites and aircraft), the US’s processing software is also vital here, though Europeans have equivalent capabilities at reduced scale. Third are the sensors, software and missiles needed to suppress enemy air defences (SEAD). SEAD missions are a prerequisite for establishing air superiority against adversaries that possess sophisticated air defence systems, such as Russia. Indeed, the failure of Russia’s SEAD missions in Ukraine, and Ukraine’s ability to deter Russian aviation, may also indicate that an effective air defence is easier to mount than had been thought.7 Europe, however, currently lacks the ability to make the latest generation of anti-radiation missiles (which target enemy radar) essential to the success of SEAD. India’s poor performance against Pakistan, where it appears to have attempted to conduct deep strikes against its rival without conducting SEAD, underlines the importance of these capabilities (Economist 2025). It will take some years to develop them, and this needs to be prioritised. A full discussion of the requirements for successful SEAD against Russia can be found in Bronk and Watling (2025). Finally there is the question of Russia’s nuclear threats. Though the UK and France possess ‘strategic’ nuclear arsenals, these, because they threaten the complete destruction of the world, can only credibly deter the most extreme sort of attack. Russia and the US both have low-yield or ‘tactical’ nuclear weapons, and Russia has regularly threatened to use them. These threats would significantly complicate elements of a European campaign to deter Russia, which might involve actions such as seizing Kaliningrad or advancing from Finland towards the environs of St Petersburg. Europe needs the ability to restrict Russia to conventional weapons in such circumstances. Though such deterrence does not have to be supplied using tactical nuclear weapons of our own (Hoffmann 2021), these would be the most straightforward instrument for this purpose. As the UK’s nuclear weapons systems are submarine launched (and use American missiles), France’s arsenal would have to be expanded to provide this capability, and be able to be deployed closer to the front as, for example, Donald Tusk has hinted.8 Conclusion and recommendations Fighting without the Americans does not necessarily mean we need to replace exactly what they used to supply. Instead we need to understand the mission required, which is to deter Russia by credibly showing how Russian forces would be defeated, in the field, should Putin attempt to attack us. In an ideal world this credible threat would cause the military to remove Putin should he attempt further adventurism against Europe, but we cannot rely on such an eventuality. This means that we have to think carefully about how we would fight and sustain political support for a major European war. The good news is that provided that the bulk of Europe is willing to contribute, we have the resources and equipment needed to defeat Russia. Upgrades, in particular in SEAD capability and tactical nuclear weapons, need to be made, but they are not out of reach. In addition, we have a solid basis in military doctrine that can be used to organise a campaign that takes advantage of our military cultures and technological lead. The less good news is that the countries that can be guaranteed to make up a ‘coalition of the willing’ (the NB8 plus Poland, the UK and Ukraine) would currently struggle to mount an offensive campaign on their own. They would, in particular, struggle to field a sufficiently large air force to win air superiority over Russia, though they have enough aircraft to deny Russia air superiority of its own. This would limit their ability to put manoeuvrist doctrine into practice, and, notwithstanding advances in drone warfare pioneered by the Ukrainians, could cause them to fall back to static defence and attritional warfare, as illustrated by the proposed Baltic Defence Line. Such an approach would stretch the human resources of a coalition of the willing extremely thin. It is perhaps ironic that Europe as a whole could win a war of attrition against Russia, but it also would not have to, as it could prosecute a campaign of manoeuvre against the Russian military and Putin’s state. Accordingly my recommendations are laid out below. Europe should focus on what it needs to defeat Russia, rather than what would be required to replace the American commitment to NATO. Nevertheless, it should not, as a whole, revert to using conscript-based armies designed to fight a war of attrition against Russia. These give up the greatest advantages of technologically advanced free societies and would leave us fighting the kind of war Russia would want us to fight. Certain small front-line states might need to make different calculations. Universal military service might be required so that they can, in extremis, mount a defensive campaign—for example, if Finland and the Baltic states were required to fight on their own without support from European allies. This highly extreme scenario is sufficiently unlikely that it should not form the basis of other countries’ military planning. The core ‘coalition of the willing’—the Nordic countries, the Baltic states, plus Poland, the UK and Ukraine—could defend themselves against Russia, and with some effort would be able to conduct an offensive campaign to bring about Russian defeat. They would need, however, to make important improvements to their defence. The coalition would require an integrated command structure and a programme of exercises. The expansion of the UK-led Joint Expeditionary Force and the UK’s command headquarters would be a suitable nucleus for such capability. The coalition would face a manpower deficit compared to Russia, and matching Russian mobilised reserve levels would be a challenge. The coalition could, however, match Russian mobilisation levels with a Swedish- or Norwegian-style selective military service programme for young men and women (it could achieve sufficient coverage for defensive purposes by recruiting 16% of men and 6% of women each year). The coalition is also severely short of aircraft with which to pursue an air superiority campaign against Russia. Though it would fare better than Ukraine on its own, increasing the size of the coalition’s air forces must be a priority, and the risk of over-dependence on the F35 needs to be considered. Though ‘kill switches’ are a myth, a sovereign spare parts supply chain (as Finland is creating) and sovereign intelligence software (as used by Israel) are required to reduce the risk of US unreliability. The coalition would also need to consider replacing the F35’s intelligence and command capabilities with replacements that could operate on European aircraft, such as the Gripen or Rafale. The lack of stealth capability would also hamper the coalition’s air forces until a sixth-generation fighter could be developed. Europe as a whole has forces of the necessary scale to conduct operations against Russia. Its shortfalls in ammunition production and inefficiencies due to the diversity of its equipment have been covered elsewhere. Some inefficiency is likely to persist as long as Europe remains a relatively decentralised continent, but it is likely to be better to bear the extra cost now, than waste time with the ambitious political integration projects required to eliminate it quickly. Europe as a whole would need to develop its own command structure. At this level it may be possible to repurpose NATO’s Supreme Headquarters Allied Powers Europe (SHAPE) using the Berlin Plus process, though care would need to be taken to avoid a potentially hostile US, as well as unfriendly NATO members, such as Hungary, blocking operations. As urgent as ammunition production (a category that includes missiles as well as artillery) is the manufacture of equipment to conduct SEAD campaigns. Reviving European capacity to produce anti-radiation missiles and in intelligence capability to uncover targets for them should be a matter of the highest priority. The final priority area is the expansion of Europe’s tactical nuclear capability. Though the French and British strategic arsenals can provide the ultimate deterrence against Russia, tactical, or low-yield, weapons are needed to deter Russia from threatening European forces with its tactical nuclear weapons. As the British programme is not suitable, these would have to be based on the French programme, and questions related to how this expansion would be paid for, and how tactical nuclear use would be authorised, would need to be addressed. Footnotes1. Iceland, Norway, Sweden, Denmark, Finland, Estonia, Lithuania and Latvia.2. These estimates are based on Eurostat data for the EU member states, the Office for National Statistics population projections for the UK and the most recent available data for Russia, which is based on UN data not currently available but which have been reported on Wikipedia. The Russian data are from 2012, so these overestimate Russian demographic strength slightly. The military age calculation aggregates the standard five-year demographic groups between 20 and 49. Obviously a military may mobilise younger and older people as well, but the comparison remains valid.3. In this case, by taking the 10-year sample of 15–24-year-olds and dividing it by 10 to smooth out fluctuations. Again, because of declining Russian demographics (even without accounting for losses due to the war), this is likely to be an underestimate of the proportion mobilised (because the total number of 18-year-old men is lower than the statistics indicate).4. F35s are easily the most advanced fighter available, and the only one reliably able to penetrate Russian air defences before suppression of enemy air defence missions have been accomplished. The deterioration in relations with the US, however, poses questions about the ongoing reliability of the supply chain associated with them. Though ‘kill-switches’ are a myth, European countries will need to maintain their own spare parts supply and software upgrade path if they are to gain the most out of the aircraft in the long run. Finland, for example, is establishing its own sovereign spare parts supply, and Israel has a sovereign software intelligence solution on its F35s.5. An exception was the Wehrmacht, which inherited mission command from the Prussian Army; however, its generals found themselves micromanaged by Hitler, which (fortunately) affected their performance.6. These small drones are very different from those deployed in the early stages of the war such as the Bayraktar TB2 or Western drones such as the Reaper. They are much closer to ammunition than platforms, and (in good weather, at least) replace artillery or close air support.7. It could also indicate that Russian aviation is not as good as had been thought, but it would be dangerous to plan on that assumption.8. Author’s conversation with a Polish official who wished to remain anonymous.ReferencesBarker K., Smialek J., Erlanger S. (2025). Europe prepares to face Russia as Trump’s America steps back. New York Times, 24 February.Bronk J., Watling J. (2025). Rebalancing joint fires to deter Russia. Royal United Services Institute Occasional Paper. London, 15 April. https://static.rusi.org/rebalancing-european-joint-fires-to-deter-russia.pdf. Accessed 15 April 2025.Clausewitz K. von. (1918). On War. Trans. Graham J. J. (London: K. Paul Trench, Trubner & Co.)Dalaaker A. (2017). Statement by Norway on gender equality in the military – universal conscription. Organisation for Co-operation and Security in Europe. 8 March. https://www.osce.org/files/f/documents/b/9/304861.pdf. Accessed 9 April 2025.Economist. (2025). Chinese weapons gave Pakistan a new edge against India. 15 May. https://www.economist.com/asia/2025/05/15/chinese-weapons-gave-pakistan-a-new-edge-against-india. Accessed 16 May 2025.Hackett M., Nagl J. (2024). A long hard year. Russia–Ukraine war lessons learned 2023. Parameters, 54(3), 41–52.Hoffmann F. (2021). Strategic non-nuclear weapons and strategic stability – promoting trust through technical understanding. Fondation pour la recherche strategique. https://frstrategie.org/sites/default/files/documents/programmes/Programme TNP - P5/2021/202103.pdf. Accessed 9 April 2025.International Institute for Strategic Studies. (2024). The military balance. London: Routledge.Meyer zum Felde R. (2024). Kann sich Europa konventionell gegen eine militärische Bedrohung durch Russland behaupten? Sirius, 8(3), 267–83.Minfin.com.ua. (2025). Casualties of the Russian troops in Ukraine. Updated daily. https://index.minfin.com.ua/en/russian-invading/casualties/. Accessed 5 March 2025.Nagl J., Crombe K. (2024). A call to action: Lessons from Ukraine for the future force. Carlisle, PA: US Army War College Press.NATO. (2022). Allied joint doctrine. December. https://www.gov.uk/government/collections/allied-joint-publication-ajp. Accessed 9 April 2025.Tallis B. (2025). Emerging defence: Offset and competitive strategies for Europe. Democratic Strategy Initiative. https://www.democratic-strategy.net/_files/ugd/dcfff6_ca54854b6dc7499e829a5fa4d7b01b74.pdf. Accessed 16 March 2025.Warden J. (1998). The air campaign: Planning for combat. Washington, DC: National Defence University Press.Wolff G., Burlikov A. (2025). Defending Europe without the US: First estimates of what is needed. Bruegel, 21 February. https://www.bruegel.org/analysis/defending-europe-without-us-first-estimates-what-needed. Accessed 9 April 2025.

Defense & Security
Chess made from USA, EU and China flags on a white background. Chess made from China, Europe Union and United States of America flags. Trade, tariffs, duty and customs war

Europe’s transatlantic China challenge

by Gesine Weber

Abstract European states currently lack a clear joint strategy on China and a coordinated approach to US–China competition. This article offers a novel perspective on the challenges for European approaches to this issue due to an omnipresent transatlantic component and the risk of an alliance dilemma. Illustratively focusing on France, Germany and the UK, it demonstrates that Europeans are facing a transatlantic alliance dilemma with the risks of abandonment and entrapment. It argues that Europe needs to strike a balance between its dependence on Washington, especially with regard to European security, while fearing entrapment by the US approach towards Beijing as it aims to maintain economic ties with China. The article concludes that the ramifications of this dilemma can be mitigated through a distinctly European approach to China, strengthening European coordination on China and bolstering European strategic autonomy. As a conceptual piece rather than a full empirical analysis, this article therefore unpacks the strategic challenge and lays the groundwork for further empirical works on the topic. Introduction Strategic competition between the US and China plays out in many realms of international affairs, ranging from global trade to security in the Indo-Pacific. European states are directly affected by this dynamic as they maintain critical ties with both sides. Albeit allies of the US through NATO, Europeans have been reluctant to align with the US on its approach to the Indo-Pacific and China, which is currently characterised by the quest to win the strategic competition with Beijing in all areas of international affairs (see Leoni 2023). Furthermore, Europe maintains close economic ties with Beijing, and imports from China to the EU have most recently increased (Lovely and Yan 2024). European governments certainly do not pursue an approach of maintaining equidistance between the US and China: not only do they regularly emphasise their strategic proximity to Washington, but more recent events, such as the willingness of European allies to publicly adopt the wording of the communiqué from NATO’s Washington summit (NATO 2024) describing China as an ‘enabler of Russia’s war effort in Ukraine’, clearly demonstrate that the tone is changing in European capitals (Politi 2023). However, Europeans still tend to emphasise China’s role in global affairs and the importance of including it in multilateral cooperation formats. With the re-election of Donald Trump as US president, European policy on China and its approach to US–China competition will increasingly be a focus of the US administration. While the exact approach of the new US government still remains to be defined, there are good reasons to anticipate a more hawkish China policy from Washington, through which the US might seek not only to further compete with China, but to actually win this competition (see Pottinger and Gallagher 2023). When designing their approaches towards China—which, among the key European states, only Germany has done so far, with the publication of its China strategy in 2023—Europeans always face a transatlantic elephant in the room. US–China competition, a structuring feature of international relations shaping the global order today through the increasing emergence of geopolitical blocs (see Leoni and Tzinieris 2024), and China’s rising global influence in almost all areas of international affairs—ranging from climate to economics, the rules-based order and security—are forcing European states to reflect on their approach vis-à-vis Beijing (for a full discussion, see Oertel 2023; García-Herrero and Vasselier 2024). As NATO members, European states also need to adapt their strategy in light of the partnership with the US as their key ally. This article argues that European approaches towards China, as shown in the examples of France, Germany and the UK, have a distinctly transatlantic component. It illustrates how these three European states find themselves in an alliance dilemma with the US, and how the risks associated with alliances also define European approaches to China and US–China competition more broadly. As the US administration regularly refers to China as a ‘challenge’ (US Department of Defense 2022), this article alludes to this formulation through the coining of the term ‘transatlantic China challenge’ to describe the strategic challenges Europeans are facing with regard to defining their approach vis-à-vis China and US–China competition more broadly. It offers a conceptual understanding of the strategic challenges for Europe in this context and thereby constitutes a basis for a more thorough empirical analysis. The alliance dilemma and European strategy in US–China competition Originating in realist international relations theory, the alliance dilemma generally describes a situation in which states face risks resulting from joining an alliance. As demonstrated by Snyder (1984), smaller allies especially face a parallel risk of abandonment and entrapment by a hegemon, that is, the dominating power, after joining an alliance. Abandonment, in these circumstances, implies that the hegemon has no further interest in defending or supporting the smaller allies, whereas entrapment refers to a situation in which a state is ‘dragged into a conflict over an ally’s interests that [it] does not share, or shares only partially’ (see Snyder 1984, 466–8). In the context of alliances, a small state is ‘the weaker part in an asymmetric relationship, which is unable to change the nature or functioning of the relationship on its own’ (Wivel et al. 2014, 9), and hence has more limited space for action than the great powers (Wivel and Thorhallsson 2018, 267). This definition arguably applies to Europe in its partnership with the US, as demonstrated by the excessive military and economic dominance of the US as compared to the European states (see Stockholm International Peace Research Institute n.d.; International Monetary Fund 2025). The re-election of Trump as US president now presents the risk of an increased alliance dilemma for Europeans. On the one hand, Trump has announced several times that he does not value the alliance commitments within NATO and potentially would not defend European allies (Sullivan 2024), threatening Europe with abandonment. This scenario is being taken seriously in European capitals, and reflections on how ‘defending Europe with less America’ (Grand 2024) could shape up have gained traction, especially in 2024. Similarly, defence initiatives within the EU to enhance the European contribution to the continent’s security have leapt forward in recent years (see Scazzieri 2025). On the other hand, even the Biden administration had pushed Europe to align with the US approach on China (see Lynch et al. 2023). However, France and Germany in particular, as the big EU member states, have been hesitant to do so, as reflected in France’s opposition to the opening of a NATO liaison office in Tokyo (McCurry 2023) and Germany’s vote against tariffs on Chinese electric vehicles, fearing reprisals from Beijing (Demarais 2024). Trump’s foreign policy might be strongly characterised by issue linkage, which means that policies in one area will be linked to those in another area. Through this strategy, the new US administration might force Europeans into alignment and thereby entrap them, making them accept policies they are not eager to support (see Barkin and Kratz 2025). The exact policies of the Trump administration vis-à-vis European allies remain to be seen, but it is not hard to imagine a scenario in which abandonment and entrapment could emerge or increase, namely when the threat of abandonment is used to entrap allies and force them to support certain policy decisions. The alliance dilemma could play out for Europeans specifically when designing their approaches towards China (see Barkin and Kratz 2025) and formulating their response to US–China competition more generally. As noted above, among the big European states, only Germany has formally adopted a strategy on China, in 2023 (The Federal Government of Germany 2023). However, China and the response to US–China competition takes a prominent place in France’s Indo-Pacific Strategy and its strategy review (Government of France 2021; Secrétariat général de la défense et de la sécurité nationale 2022), and the UK systematically included the dimension of strategic competition in its Integrated Review and its refresh (Government of the United Kingdom 2021, 2023) and has announced an ‘audit’ of its China policy under the new government (Taylor 2024). While these strategies emphasise their individual approaches towards China and the risks stemming from US–China competition, the US has increasingly pressured Europe to align with its approach (Lynch et al. 2023) and can be expected to continue this pressure (Barkin and Kratz 2025). Through the potential issue linkage of security (openly questioned by President Trump) and China policy, Europe therefore finds itself in a new form of alliance security dilemma. European approaches to US–China competition: strategic hedging How can Europe respond to the alliance dilemma of the risks of abandonment and entrapment when it comes to its approaches to China? Reviewing the theoretical literature on the alliance dilemma, one can imagine different strategies. According to Snyder, members of alliances can choose between strategies that strengthen or weaken their commitment to the alliance. To demonstrate commitment, actions could include reassurances for the ally or demonstrations of loyalty, whereas actions to weaken the commitment to the alliance could consist of restraining the ally (mostly to reduce the risk of entrapment in a conflict), increasing bargaining power over the ally or preserving options for realignment outside the existing alliance (for a full discussion, see Snyder 1984, 466–9). Alternative strategies include hiding from cooperation, that is, ‘seeking to maximize autonomy by opting out of specific aspects of the cooperation or by setting up “bastions” in the cooperation’, or bandwagoning, through which states pursue strategies of adaptation ‘to the more powerful actors in the cooperation’ (Pedersen 2023, 442). At the moment, it seems that France, Germany and the UK ‘drive on sight’ rather than approaching the question holistically. The following analysis aims to unpack how the three European states see US–China competition, the risk of the alliance dilemma and how these reflections have played out so far in their strategies. The strategies of France, Germany and the UK on China demonstrate that their approaches are influenced by a distinctly transatlantic component and reflect the transatlantic alliance dilemma. This is visible in their (1) high awareness of the risks stemming from great power competition, (2) approaches to managing the risk of short-term abandonment, and (3) hedging to mitigate the medium- and long-term risks of abandonment and entrapment. The empirical evidence for this analysis was gathered through a qualitative analysis of European strategic documents, statements and policy decisions taken mostly during the period of the Biden administration. However, in light of the risk of a scaling-up of the alliance dilemma under the Trump administration, sources and evidence accessible by the end of January 2025 were included to illustrate the European approaches. In addition to publicly available documents and the sources mentioned above, this paper draws on conversations with policymakers and experts under the Chatham House rule. Mitigating risks from US–China competition: multilateralism instead of alignment That France, Germany and the UK are close allies with the US is clearly visible in their respective strategies on China, not least because of references they make to the importance of the alliance and their descriptions of their own positions between the two great powers. Overall, France, Germany and the UK share the perception of US–China competition and the emergence of blocs as potentially harmful to their interests. As a consequence, all three call for an inclusive multilateral order instead of falling into a logic of blocs, as the increasing competition is seen as a risk for Europe (Secrétariat général de la défense et de la sécurité nationale 2022, 9–15; The Federal Government of Germany 2020, 24–6; Government of the United Kingdom 2023, 22–6). The response of all three European powers to the emergence of blocs is multilateralism: instead of clearly aligning with the US, the French, German and British strategies call for building broader multilateral coalitions, which should, eventually, also include China (The Federal Government of Germany 2020, 23–6; Government of the United Kingdom 2023). The tone in Paris, Berlin and London towards Beijing has clearly changed over recent years; accordingly, the European capitals were also willing to support strong wording on China in the 2024 NATO summit declaration, which describes China as a ‘critical enabler’ of Russia’s ongoing war against Ukraine (NATO 2024). Albeit also recognised as a critical partner for key issues such as climate policy and trade, European states openly describe China as a ‘systemic rival’ and occasionally call out China’s behaviour, as they did, for example, in the case of a note verbale on the South China Sea (UN 2020). Nevertheless, Europe has not (yet) given in to US pressure to align with Washington’s more confrontational approach towards China (Etienne 2024). Even if European states and Washington have moved closer to each other, especially on economic security (Meyers and Reinsch 2023), the European positions on US–China competition demonstrate that Europeans are not willing to fully endorse or follow Washington’s approach—not least because European imports from China have increased in recent years (Lovely and Yan 2024). Managing the risk of short-term abandonment Since Trump’s election, the risk of abandonment by the US has been seen as increasingly high in Paris, Berlin and London.1 This is not least because Trump has openly questioned his willingness to adhere to Article 5 of the North Atlantic Treaty in the case of an armed attack on Europeans (Sullivan 2024). Europeans are especially concerned about issue linkage in this context, meaning that demands in a policy area other than security could be used as a condition. Concretely, Trump could use the threat of abandonment as leverage to compel Europe to align with the US on China policy.2 Barkin and Kratz (2025) suggest that Europe adopt a ‘carrot and stick’ approach, whereby Europe could start with an offer to the US: buying more liquified natural gas, defence goods and agricultural products from the US could mitigate the risk of abandonment. However, there is awareness among European states that coercion from the US to align on US–China policy, especially when linked to the threat of abandonment, might best be mitigated through enhancing European military capabilities—which would still leave the continent exposed to these threats, though to a lesser extent.3 Addressing the risk of medium- and long-term abandonment and entrapment: transatlantic hedging However, the risk of at least partial abandonment is not a new challenge for European strategy, and had already infused earlier strategic thinking. The shift of US strategic priorities away from Europe and to the Indo-Pacific has already been demonstrated in the allocation of resources to the different theatres. Moreover, European states have increasingly become aware that US forces will be withdrawn from their territories in the future and have concluded that they will have to step up their own commitment to European security (see Grand 2024). In parallel, there is an awareness in European capitals that showing more interest in the Indo-Pacific and giving more importance to policy on China is also a way for Europeans to demonstrate an understanding of their ally’s strategic priorities.4 Accordingly, the approaches of France, Germany and the UK to China and the Indo-Pacific also have to be understood as a commitment to the priorities of the US in order to keep this ally engaged in the European theatre and mitigate the risk of abandonment; however, European states abstain from fully aligning with the US approach, as their capabilities and strategic goals are perceived as diverging from those of the US. In this way, Europe aims to avoid entrapment over the medium term through slightly distancing itself from US policy. While all three European states also call for de-risking from China and diversification of their supply chains, maintaining strong economic ties with Beijing is a key component of their respective approaches—which contrasts with the US calls for decoupling. Furthermore, these states have never formally endorsed the US policy on China (Etienne 2024). Nevertheless, enhancing European capabilities would not only send a signal to Washington, but also qualify as hedging, understood as an ‘insurance policy’ to avoid a deterioration in US–Europe relations if the US opted for abandonment, or even as part of a move towards emancipation to reduce strategic dependencies on Washington (see Fiott 2018, 4–6). Conclusion: a transatlantic China challenge Designing their approaches to China and to US–China competition more broadly constitutes a complex strategic dilemma for European states. Paris, Berlin and London do not fully align with Washington’s approach, and it remains to be seen whether they will be willing to do so under the second Trump administration. To manage the risk of abandonment and entrapment, European states pursue different individual approaches to strategic hedging: their strategies on China and US–China competition are designed in a way that allows them to mitigate the risk of abandonment which might stem from significant transatlantic divergence, and to avoid automatic entrapment through their slight distancing from the US approach. From a theoretical perspective, this article has demonstrated that the alliance dilemma, along with the parallel fear of abandonment and entrapment by the US, is a major factor accounting for Europe’s limited strategies on China and its hedging behaviour. This article offers a conceptual analysis of the structural forces explaining European strategies, but other strategic cultures and relationships with the US could offer important complementary insights. To further analyse how individual European states design their strategies vis-à-vis China in light of the alliance dilemma and potential domestic constraints and specificities, neoclassical realism could offer an interesting analytical concept. This approach posits that structural forces set the parameters for foreign policy and treats domestic factors, including strategic culture, as intervening variables (see Rose 1998). Accordingly, it appears well suited for foreign policy analysis, and has indeed gained popularity in the field in recent years (see, for example, Martill and Sus 2024; Meibauer et al. 2021; Weber 2024). Empirically, this article constitutes a conceptual starting point rather than an exhaustive analysis of the strategy-making processes of European states with regard to China and US–China competition and makes a more comprehensive assessment desirable. The findings of this article have broader implications for policymaking. First, they demonstrate the necessity for Europe to determine its place in the increasing US–China competition. European coordination on the respective approaches vis-à-vis the US—especially in light of potential coercion to align—and China is of paramount importance to ensure that foreign policy strategies are mutually reinforcing and not undermining European objectives. Second, the article demonstrates that Europe currently responds to the ‘transatlantic China challenge’ through transatlantic hedging: while this strategy seems to be promising in the short term, it is questionable to what extent the strategy is sustainable and could help European states to navigate the parallel challenges of abandonment and entrapment. Unless Europe decides to fully align with the US—and it is questionable whether this decision would be in its interest—European states would be well advised to develop a sustainable long-term approach to China. A transatlantic dialogue on China, in which Europe and the US openly discuss synergies and divergences, could help prevent misunderstandings and decrease the risk of coercion or issue linkage due to a misreading of European approaches in Washington. Third, as the risks of (at least partial) abandonment and entrapment are systemic challenges due to the current composition of the transatlantic alliance, a logical step for European states to decrease their dependence on the US as the hegemon in the alliance would be to significantly strengthen European capabilities. Stronger military capabilities could help mitigate the ramifications of abandonment, and the aforementioned distinctly European strategy could allow Europe to avoid strategic entrapment in relation to China imposed by Washington. As Europe remains the junior partner in the transatlantic alliance, the parallel risks of abandonment and entrapment, as well as issue linkage, are highly likely to influence its approaches towards China in the long term, but there are certainly ways to render this ‘transatlantic China challenge’ less challenging. ORCID iDGesine Weber https://orcid.org/0009-0008-2643-0400Footnotes1. Conversation with French, German and British experts in Berlin, January 2025.2. Conversation with French, German and British experts in Berlin, January 2025.3. Conversation with French, German and British experts in Berlin, January 2025; conversation with European experts and officials in Paris, January 2025.4. Conversation with officials from Germany and France in Paris, November 2024; conversation with French, German and British experts in Berlin, January 2025.ReferencesBarkin N., Kratz A. (2025). Trump and the Europe–US–China Triangle. Rhodium Group, 16 January. https://rhg.com/research/trump-and-the-europe-us-china-triangle/. Accessed 18 January 2025.Demarais A. (2024). Divided we stand: The EU votes on Chinese electric vehicle tariffs. European Council on Foreign Relations, 9 October. https://ecfr.eu/article/divided-we-stand-the-eu-votes-on-chinese-electric-vehicle-tariffs/. Accessed 25 January 2025.Etienne P. (2024). The European Union between the United States and China: Should we choose between equidistance and following? Fondation Robert Schuman, 8 October. https://www.robert-schuman.eu/en/european-issues/763-the-european-union-between-the-united-states-and-china-should-we-choose-between-equidistance-and-following. Accessed 22 December 2024.Fiott D. (2018). Strategic autonomy and the defence of Europe. European Union Institute for Security Studies, Brief 12/2018. https://www.iss.europa.eu/sites/default/files/EUISSFiles/Brief%2012__Strategic%20Autonomy.pdf. Accessed 25 January 2025.García-Herrero A., Vasselier A. (2024). Updating EU strategy on China: Co-existence while de-risking through partnerships. Mercator Institute for China Studies. https://merics.org/en/external-publication/updating-eu-strategy-china-co-existence-while-de-risking-through-partnerships. Accessed 30 January 2025.Government of France. (2021). France’s Indo-Pacific strategy. https://www.diplomatie.gouv.fr/IMG/pdf/en_dcp_a4_indopacifique_022022_v1-4_web_cle878143.pdf. Accessed 31 January 2025.Government of the United Kingdom. (2021). Global Britain in a competitive age: The integrated review of security, defence, development and foreign policy. London: The Stationery Office. https://www.gov.uk/government/publications/global-britain-in-a-competitive-age-the-integrated-review-of-security-defence-development-and-foreign-policy. Accessed 18 January 2025.Government of the United Kingdom. (2023). Integrated review refresh 2023: Responding to a more contested and volatile world. London: The Stationery Office. https://www.gov.uk/government/publications/integrated-review-refresh-2023-responding-to-a-more-contested-and-volatile-world. Accessed 18 January 2025.Grand C. (2024). Defending Europe with less America. European Council on Foreign Relations, 3 July. https://ecfr.eu/publication/defending-europe-with-less-america/. Accessed 18 January 2025.International Monetary Fund. (2025). World economic outlook: GDP data mapper [Map]. https://www.imf.org/external/datamapper/NGDPD@WEO/OEMDC/ADVEC/WEOWORLD. Accessed 23 January 2025.Leoni Z. (2023). Grand strategy and the rise of China: Made in America. Agenda Publishing.Leoni Z., Tzinieris S. (2024). The return of geopolitical blocs. Survival, 66(2), 37–54.Lovely M. E., Yan J. (2024). As the US has relied less on imports from China, the EU has imported more. Pederson Institute for International Economics, 24 August. https://www.piie.com/research/piie-charts/2024/us-has-relied-less-imports-china-eu-has-imported-more. Accessed 22 December 2024.Lynch S., Toosi N., Moens B., Banco E. (2023). The U.S. wants Europe to stand up to China. Europe says: Not so fast. Politico, 3 August. https://www.politico.com/news/2023/03/08/us-europe-china-00086204. Accessed 18 January 2025.Martill B., Sus M. (2024). Winds of change? Neoclassical realism, foreign policy change, and European responses to the Russia-Ukraine War. British Journal of Politics & International Relations.McCurry J. (2023). France opposed to opening of Nato liaison office in Japan, official says. The Guardian, 7 June. https://www.theguardian.com/world/2023/jun/07/france-opposed-to-opening-of-nato-liaison-office-in-japan-official-says. Accessed 25 January 2025.Meibauer G., Desmaele L., Onea T., Kitchen N., Foulon M., Reichwein A., Sterling-Folker J. (2021). Forum: Rethinking neoclassical realism at theory’s end. International Studies Review, 23(1), 268–95.Meyers E., Reinsch W. A. (2023). The push for U.S.–EU convergence on economic security policy. Center for Strategic and International Studies, 7 July. https://www.csis.org/analysis/push-us-eu-convergence-economic-security-policy. Accessed 26 January 2025.NATO. (2024). Washington Summit declaration. https://www.nato.int/cps/cn/natohq/official_texts_227678.htm. Accessed 18 January 2025.Oertel J. (2023). Ende der China-Illusion: Wie wir mit Pekings Machtanspruch umgehen müssen. Munich: Piper Verlag.Pedersen R. B. (2023). Small states shelter diplomacy: Balancing costs of entrapment and abandonment in the alliance dilemma. Cooperation and Conflict, 58(4), 441–59.Politi A. (2023). The paradigm shift in EU–China relations and the limits of the EU’s current strategy towards China: A relational perspective. Asian Affairs 54(4), 670–93.Pottinger M., Gallagher M. (2024). No substitute for victory: America’s competition with China must be strategic and ideological. Foreign Affairs, 10 April. https://www.foreignaffairs.com/united-states/no-substitute-victory-pottinger-gallagher. Accessed 18 January 2025.Rose G. (1998). Neoclassical realism and theories of foreign policy. World Politics, 51(1), 144–72.Scazzieri L. (2025). Towards an EU ‘defence union’? 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Defense & Security
Ukraine and EU flags waving together outside building. A combined Ukraine and European Union flag waves in front of a modern office building, symbolizing political unity and support.

Can SAFE make Europe safe? The Integration of Ukraine into European Defence Cooperation Efforts: Challenges and Opportunities.

by Krzysztof Śliwiński

Abstract This analysis examines Ukraine’s integration into European defence cooperation through the SAFE fund, highlighting its unique status as a semi-integrated security partner (SISP) despite not being an EU member. Ukraine’s pursuit of NATO and EU membership is driven by security concerns, economic benefits, and cultural alignment with Europe, particularly in response to Russian aggression since 2014. NATO membership promises collective defence under Article 5, enhanced military capabilities, and political reforms, while EU accession offers economic integration, governance improvements, and strengthened defence capacities. Russia opposes Ukraine’s NATO aspirations due to security fears and the potential democratic contagion threatening its regime. Still, it is more accepting of Ukraine’s EU membership, viewing it as an economic rather than a military alliance. Historical assurances to the USSR against NATO expansion eastward fueled Russia’s objections. Ukraine’s integration into European structures symbolises a break from Russian influence but poses challenges of escalation and geopolitical tension. The SAFE fund’s inclusion of Ukraine reflects the evolving boundaries of EU defence cooperation amid the ongoing conflict. Key Words: SAFE, EU, Ukraine, Russia, Security Introduction In the first article on SAFE[EE1] , published once again in the World & New World Journal, the analysis concluded on a somewhat skeptical note: “It appears that despite some initial intentions to end the Ukrainian war as early as April 2022, it is the European elites, especially French, German and Polish, who stand for the prolongation, if not escalation, of the Ukrainian war, potentially at the expense of the security of the whole European continent and definitely at the expense of Ukrainians and their country”.[1] Moreover, the author, adopting a critical perspective, raised some questions about the consequences of the ongoing war. Firstly, the longer the war continues, the more destroyed Ukraine becomes and the greater the number of Ukrainians killed. Secondly, the longer the war continues, the greater the likelihood of escalation, which poses a threat to the entire European continent. Thirdly, despite mainstream media reports, the Russian Federation appears to have adapted to operating effectively despite the sanctions, which may strengthen its economy in the short to medium term and, more importantly, bring it closer to cooperating with China and North Korea. Finally, since every war serves as a testing ground for new technologies, the Russians, especially the North Koreans and the Chinese, are gaining invaluable insight into the nature of modern warfare, which is often referred to as the next Revolution in Military Affairs (RMA).The inclusion of Ukraine in the SAFE fund, despite its non-EU status, suggests a functional military alliance. This analysis will, therefore, explore how such an alliance redefines the line between EU and non-EU defence cooperation, specifically in the context of Ukraine as a semi-integrated security partner (SISP), and how this semi-integration is likely to influence Russia’s threat perception.  European Aspirations of Ukraine  Source: https://www.freeworldmaps.net/europe/political.html Ukraine’s pursuit of NATO and EU membership reflects a complex approach driven by security, economic, political, and cultural imperatives, particularly in the context of its ongoing conflict with Russia and its aspiration for a stable and prosperous future. Ukraine’s engagement with NATO began in the early 1990s, with formal steps toward membership marked by the 2008 Bucharest Summit, which decided that Ukraine would become a member.[2] This commitment was reaffirmed at the 2024 Washington Summit, emphasising Ukraine’s “irreversible path” to NATO integration. For the EU, Ukraine applied for membership on February 28, 2022, shortly after Russia’s full-scale invasion, highlighting the urgency driven by security concerns.[3]  The EU granted candidate status in June 2022, and accession negotiations opened in December 2023, reflecting strong political support. The primary rationale for NATO membership is security, particularly in response to Russia’s actions since 2014, including the annexation of Crimea and the 2022 invasion. Ukraine views NATO’s collective defence mechanism, especially Article 5, as a credible deterrent to further aggression. NATO has provided significant support, including EUR 50 billion in 2024, with nearly 60% of the funding coming from European Allies and Canada. The alliance has also established NATO Security Assistance and Training for Ukraine (NSATU) at the 2024 Washington Summit.[4] EU membership, although not primarily a military-focused endeavour, enhances political stability by reducing vulnerability to external threats through economic and diplomatic ties. Recent developments in June 2025, such as NATO Defence Ministers agreeing on new capability targets and statements from Baltic states calling for concrete steps at the upcoming 2025 NATO Summit in The Hague, underscore ongoing international backing.[5] However, challenges remain, with some ambiguity about explicit mentions in NATO communiques and concerns over U.S. political shifts, as noted by Estonian President Alar Karis on June 9, 2025.[6] EU membership is central to Ukraine’s economic aspirations, offering access to the European single market, financial aid, and investment crucial for post-war reconstruction. The EU has provided over €108 billion in financial, humanitarian, and military assistance since the war began, with the Ukraine Facility offering up to €50 billion from 2024 to 2027 for recovery and reforms.[7]  This support aligns with Ukraine’s goal of modernising its economy and institutions, including democratic governance and anti-corruption measures, as outlined in the EU’s 2022 Opinion and subsequent reports. NATO membership, while primarily security-focused, also implies a political alignment with Western democratic values, complementing European Union integration. Ukraine’s progress in aligning with NATO standards, as demonstrated by the removal of the need for a Membership Action Plan (MAP) at the 2023 Vilnius Summit, reflects its commitment to reforms that enhance both security and political stability.[8] Ukraine frames its European aspirations as a return to its historical and cultural roots, emphasising shared democratic values, human rights, and a rejection of Russian influence. This narrative is reflected in strong public support, with polls showing over 80% favouring NATO membership and 85-90% supporting EU membership.[9] The 2014 Euromaidan protests, sparked by the rejection of an EU Association Agreement and Russia’s subsequent actions, have solidified this national consensus. Constitutional amendments in 2019 formalised NATO and EU membership as strategic objectives, underscoring cultural alignment with Europe. To sum up, both NATO and EU memberships, according to Ukrainian society, represent a definitive break from Russia’s sphere of influence, ensuring long-term independence and countering Russian attempts to control post-Soviet states. This geopolitical strategy is evident in Ukraine’s legislative commitments, such as the 2017 parliamentary decision making NATO membership a strategic objective and the 2022 reiteration of membership requests following Russia’s illegal annexations.  Recent EU-NATO cooperation, highlighted in a May 28, 2025, meeting focusing on Ukraine, reinforces this alignment and highlights international solidarity.[10] Russian views on Ukraine’s NATO and EU membership Russia's objections to Ukraine joining NATO are driven by security, geopolitical, and ideological fears, with a particular emphasis on military alliances and democratic contagion. In contrast, Russia accepts Ukraine's EU membership, viewing it as an economic union with fewer security implications. Russia views NATO's eastward expansion as a direct threat to its national security. The potential inclusion of Ukraine would bring NATO's military infrastructure, including troops and missile defence systems, closer to Russian borders. This is seen as a violation of Russia's perceived security interests, especially given NATO's history of collective defence under Article 5. For instance, NATO's response to Russia's 2014 annexation of Crimea and the 2022 full-scale invasion has intensified cooperation with Ukraine, further heightening tensions. [11] Ukraine's historical ties to Russia, rooted in shared Soviet and imperial pasts, make its potential NATO membership a significant loss for Russia's sphere of influence. The shift toward Western alignment is perceived as a strategic defeat, as it reduces Russia's ability to exert influence in Eastern Europe. This is evident in Russia's actions, such as the annexation of Crimea and support for separatists in Donbas, which are seen as responses to Ukraine's NATO aspirations.[12] Russia specifically objects to the military aspects of NATO membership, fearing the deployment of foreign troops or advanced military systems near its borders. This concern is highlighted in statements from Kremlin officials, such as Dmitry Peskov, Press Secretary of the President of the Russian Federation, who have emphasised that military alliances pose a different threat compared to economic unions. [13] Western experts often claim that Russia's real objection is the democratic implications of Ukraine's alignment with the West. A successful, democratic Ukraine could serve as a model for democratic movements within Russia, challenging the authoritarian stability of Putin's regime. This fear is evident in Russia's reactions to democratic breakthroughs, such as the Orange Revolution (2004) and EuroMaidan (2013–14), which were met with military actions like annexing Crimea and supporting separatist conflicts in Donbas, resulting in over 14,000 deaths over eight years.[14] NATO Expansion: What Gorbachev Heard Russia often cites the alleged promise made during the fall of the Soviet Union that NATO would not expand eastward. This grievance is part of Russia's broader narrative of being encircled by Western institutions, fueling its opposition to Ukraine's NATO aspirations.  According to recently publicised documents, Western leaders gave Mikhail Gorbachev multiple assurances throughout 1990 and into 1991 that NATO would not expand eastward, particularly in the context of German unification and the broader European security architecture.[15] James Baker, U.S. Secretary of State, repeatedly assured Gorbachev in February 1990 that if Germany were to unify and remain in NATO, NATO's jurisdiction would not extend "one inch eastward" beyond its current position. Baker presented Gorbachev with a choice between a united Germany outside NATO or a united Germany in NATO with guarantees against eastward expansion. Gorbachev stated that any expansion of NATO would be unacceptable. West German Foreign Minister Hans-Dietrich Genscher publicly stated in January 1990 that NATO should rule out expansion eastward and proposed a special status for the former East German territory within NATO. This "Tutzing formula" became the basis of diplomatic discussions with Gorbachev, where the idea of no eastward expansion applied not only to East Germany but also to other Eastern European countries. British Foreign Minister Douglas Hurd and Prime Minister John Major also conveyed to Gorbachev and other Soviet officials that NATO expansion was not being considered and that there was no plan to include Eastern European countries in NATO at that time. Major personally assured Gorbachev in March 1991 that strengthening or expansion of NATO was not planned. French President François Mitterrand expressed support for gradually dismantling military blocs and emphasised the need to create security conditions favourable to the Soviet Union. He promised to detail guarantees to Gorbachev regarding his country's security. Margaret Thatcher emphasised the transformation of NATO into a less militarily threatening alliance and the role of the Conference on Security and Cooperation in Europe (CSCE) as an inclusive forum that would incorporate the Soviet Union into discussions about Europe's future security. She stressed the importance of giving the Soviet Union confidence that its security would be assured. NATO Secretary General Manfred Woerner told a Russian delegation in 1991 that the NATO Council and most member states were against NATO expansion and that isolating the USSR from the European community should be avoided. President George H.W. Bush assured Gorbachev on several occasions, including at the Malta summit in 1989 and the Washington summit in 1990, that the U.S. sought no unilateral advantage and that German unification within NATO would not be directed against the Soviet Union. He emphasised the significance of the CSCE process and the transformation of NATO in response to Soviet security concerns. Overall, these assurances created a "cascade" of promises emphasising that NATO would not expand eastward and that Soviet security interests would be respected as part of a new European security architecture. Gorbachev agreed to German unification in NATO based on these assurances and his belief in the potential for a "common European home" that would include the USSR. However, these assurances were mainly given in verbal form or memos rather than formal treaties, and subsequent NATO expansion in the late 1990s led to later Soviet and Russian complaints about being misled. In summary, the significance of these promises lies in their role in enabling German unification within NATO, shaping Soviet expectations of post-Cold War security, influencing European security architecture, and later contributing to disputes over NATO enlargement and Russia's perception of being misled by the West. EU Membership: A More Accepting Stance In contrast, Russia's stance on Ukraine's potential membership in the EU is markedly different. Official statements, such as those from Vladimir Putin, indicate that Russia has "nothing against" Ukraine joining the EU, viewing it as an economic union rather than a military alliance.  This acceptance is likely due to the EU's focus on economic integration, which does not pose the same security threat as NATO's military framework.[16] Dmitry Peskov's comments reinforce this distinction, noting that Russia "won't dictate" its approach to EU membership but has a different approach to military alliances. This reflects Russia's willingness to engage in economic partnerships while opposing military alliances. While Russia accepts EU membership, it remains wary of the broader implications, such as increased Western influence and potential democratic reforms in Ukraine. However, these concerns are secondary to its objections to NATO, as the EU does not involve military commitments. Public opinion in Ukraine, as noted in sociological surveys, shows strong support for NATO membership, with 64% in favour in January 2022, particularly in western Ukraine and Kyiv. This contrasts with Russia's position, highlighting the geopolitical divide. Additionally, former European Commission President Jean-Claude Juncker has cautioned against Ukraine joining NATO, suggesting that internal debates within the West may align with Russia's narrative that NATO expansion is premature. Ukraine - de facto NATO and EU member? – opportunities and challenges NATO Experts claim that Ukraine's membership in NATO would likely provide a strong security guarantee under Article 5, deterring Russian aggression by ensuring collective defence. This means that an attack on Ukraine would be treated as an attack on all NATO members, including major powers such as the United States and the United Kingdom. This could potentially stabilise the region, reducing the risk of further conflict.[17] Ukraine's large and experienced military, with significant combat expertise, would also strengthen NATO's overall defence capabilities, particularly in modern warfare, such as drone and cyber operations. Membership in NATO would likely enhance Ukraine's military capabilities through the organisation's training programs and exercises, thereby improving interoperability with allied forces. Programs like the NATO Security Assistance and Training for Ukraine (NSATU), established in 2024, coordinate equipment and training with hubs in Eastern Europe. This would align Ukraine's forces with NATO standards, enhancing operational effectiveness, as demonstrated by past contributions to NATO-led missions in Bosnia and Kosovo.[18] It seems likely that NATO membership would attract more foreign investment, especially in defence, with Western companies already coproducing munitions in Ukraine. Financial support, such as the €40 billion pledged in 2024, would aid reconstruction and economic recovery, as outlined in the NATO Pledge of Long-Term Security Assistance. Politically, it could drive reforms in governance and anti-corruption, with strong public support (75% in favour) ensuring commitment.[19] Finally, policy-makers in the West also hope that Ukraine’s NATO membership could curb or even end Russian imperial ambitions, sending a clear message that the subjugation of Ukraine is futile. However, it could also escalate tensions with Russia. “While there is widespread recognition that the outcome of Russia’s war in Ukraine will shape the future of international relations, […] the alliance appears to be deeply divided on the issue. Objections centre around the potential for a further dangerous escalation in the current confrontation with the Kremlin. Opponents argue that by inviting Ukraine to join, NATO could soon find itself at war with Russia. Meanwhile, many supporters of Ukrainian NATO membership believe keeping the country in geopolitical limbo is a mistake that only serves to embolden Moscow and prolong the war”. [20] The EU The alleged opportunities resulting from Ukraine’s already de facto EU membership are numerous. According to experts, Ukraine's potential EU membership would likely enhance economic integration by granting access to the EU's single market, facilitating the free movement of goods, services, capital, and people. This could increase Ukraine's trade by 40% to 140% between 2030 and 2040, compared to the 2010-2019 averages, driven by foreign direct investment (FDI) and governance reforms.[21] The Deep and Comprehensive Free Trade Area (DCFTA), which has been in force since 2017, would be further strengthened, thereby boosting economic ties with the EU.[22] The EU-Ukraine agreement improves the competitiveness of European businesses in the Ukrainian market and vice versa. Overall, for trade in goods, the agreement eliminated the majority of tariffs – 98.1% for the EU and 99.1% for Ukraine. For example, import duties on most agricultural goods imported into the EU were reduced to zero in 2016. Tariff rate quotas apply to the remaining farming goods that are not liberalised. The management of these quotas is done either on a first-come, first-served basis or via import licences. It seems likely that EU accession would drive reforms in governance, rule of law, and anti-corruption measures. Currently, Ukraine ranks poorly in governance metrics, performing worse than Russia and Belarus; however, EU conditionality could help elevate it to a well-governed state.  With 78% of Ukrainians supporting EU entry, there is strong public backing for these reforms.[23] Ukraine's membership is also likely to enhance EU security and defence capabilities. Ukraine's rapidly growing defence industry, including investments like Baykar's $100 million for drone production and a joint venture with Rheinmetall for artillery shells, would bolster the EU's defence ecosystem.[24]  With one of Europe's largest standing armies (around 1 million personnel) experienced in modern warfare, Ukraine could contribute valuable expertise.  The establishment of an EU Defence Innovation office in Kyiv further supports Ukraine's integration into European defence programs. There may be additional benefits in energy security, with Ukraine exporting low-carbon electricity and hydrogen to the EU, and technological advancements, particularly in drone and cyber capabilities, positioning Ukraine as a leader in tech R&D. Labour migration could help alleviate EU labour shortages, with projections of 3-6 million additional Ukrainian immigrants by 2029-2050. Conclusion In conclusion, Ukraine’s integration into European defence cooperation, particularly through NATO and the EU, represents a strategic shift that may strengthen European security and counter Russian influence. NATO membership offers Ukraine vital collective defence guarantees, enhances military capabilities, and could deter further Russian aggression, though it risks escalating tensions.  EU membership promises significant economic benefits, governance reforms, and deeper political alignment with Europe. Russia’s opposition centres mainly on NATO’s military threat, while it shows more acceptance of EU economic ties. Overall, Ukraine’s semi-integrated status in European defence frameworks exemplifies evolving security dynamics with profound implications for the regional security complex in Europe. References [1]  Sliwinski, K. (2025, July 7). 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(2025, February 17). North Atlantic Treaty Organization. https://www.nato.int/cps/en/natohq/topics_192648.htm[12] Person, R., & McFaul, M. (2022). What Putin Fears Most. Journal of Democracy, 33(2), 18–27. https://www.journalofdemocracy.org/articles/what-putin-fears-most/[13] Körömi, C. (2025, February 18). Russia: Ukraine has a ‘sovereign right’ to join EU — but not NATO. POLITICO. https://www.politico.eu/article/dmitrt-peskov-kremlin-ukraine-sovereign-right-join-eu-not-nato/[14] Person, R., & McFaul, M. (2022). What Putin Fears Most. Journal of Democracy, 33(2), 18–27. https://www.journalofdemocracy.org/articles/what-putin-fears-most/[15] National Security Archive. (2017, December 12). NATO expansion: What Gorbachev heard. The George Washington University. https://nsarchive.gwu.edu/briefing-book/russia-programs/2017-12-12/nato-expansion-what-gorbachev-heard-western-leaders-early[16] Putin says Russia has “nothing against” Ukraine joining EU. (2022, June 17). 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