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Energy & Economics
Canadian and Chinese flag. Canada and China flag.

The Fruits of Trump Tariffs: Closer Ties Between Canada and China

by Dean Baker

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском With Donald Trump seemingly determined to push the US economy on a path towards autarky, our major trading partners will need to make alternative arrangements. This is especially the case with Canada, since its economy is so closely tied to the US economy. At this point, Mark Carney, the country’s new Prime Minister, knows there is little possibility of dealing with Trump rationally. Trump has bizarre and totally imagined grievances against Canada. His main complaint seems to be that the United States runs a $200 billion trade deficit with Canada, which Trump describes as Canada ripping off the United States. It’s hard to believe that anyone would say that selling stuff to a willing and well-informed customer is ripping them off. Presumably we buy stuff from Canada because it’s cheaper than the stuff we either produce ourselves or could buy from other countries. Also, the deficit is entirely due to purchases of oil from Canada, something Trump sought to promote in his first term. We have mostly balanced trade if we exclude oil. In fact, the claims of unfairness are based on a treaty that Trump himself negotiated in his first term. Trump can’t even get his numbers straight. Rather than being $200 billion, our trade deficit is less than one-third this size, at just over $60 billion. Trump’s erratic craziness makes the prospect of a real and lasting deal very dim. Carney has to look to secure stronger trade deals with more stable partners. Europe and Latin America are clearly part of the that story, but China needs to be too, as the world’s largest economy. There are opportunities for major gains from trade with China, especially in the auto sector, which had been thoroughly intertwined with the United States and Mexico. Carney has to work from the assumption that these links could be severed for the indefinite future. Here China’s enormous progress in developing electric vehicles offers a great opportunity to Canada. China now sells high quality, low-cost EVs. It has also developed battery technology to the point where a battery can be fully charged in six minutes, not much different than the time it takes to fill a tank of gas. Canada can in principle negotiate trade deals with China where it partially opens its market to its EVs, in exchange for a commitment to technology transfer. The plan would be that in a few years Canadian manufacturers would adopt the latest Chinese technology and supply much of the market themselves. Since Canada has more union-friendly labor law than the United States, they can structure their deal so that the factory jobs would be largely good-paying union jobs. This would be good for the environment, good for Canadian workers and consumers, and good for Canada’s economy, since it means car buyers will have considerably more money to spend on other items or to save. It would also set up a great contrast with the United States, where Trump is determined to try to lock the country into building and buying cars that rely on old-fashioned internal combustion (IC) engines. While Canadians are buying high-quality EVs, people in the United States will be buying IC cars for two or even three times the price. Furthermore, while we are paying $40 to $60 to fill our tanks every couple of weeks, Canadians will be able to power their vehicles for ten or fifteen dollars a charge. The move to EVs will also mean that Trump will have imposed a permanent cost on the US car industry, even if he eventually learns a little economics and discovers his tariffs were not a good idea. If Canada develops a vibrant EV industry, it will not be going back to the integrated production structure with the United States that it had with IC vehicle producers before the trade war. Trump is not going to be able to get Canadians to buy more expensive IC vehicles. The only way for the United States auto industry to go forward, if we move back towards more normal trade with Canada, will be for it to double-down on developing EVs itself. There obviously will be many other problems that Canada will have to deal with as it attempts to cope with unwinding decades of economic integrations with the United States, but working with China on adopting EV technology should be a no-brainer. In this area, Trump may have done Canada a big favor.

Defense & Security
Swat valley, Pakistan, 12 December 2017: An udentified Pakistani Soldier holding gun.

Pakistan bogged by growing ferocity of Balochistan insurgency

by Sushant Sareen

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Escalating Baloch insurgency challenges Pakistan’s authority, as militant coordination grows and state repression deepens regional instability The insurgency in Balochistan is becoming ominous and has been palpable for a couple of years. But the gravity of the situation in Pakistan's biggest province failed to register in the Byzantine corridors of power in Islamabad. In Pakistan's capital city, the only thing that mattered was controlling and manipulating the state’s institutions to ensure the survival of the hybrid regime controlled by the military junta of General Syed Asim Munir and fronted by Prime Minister Shehbaz Sharif. The fires in Balochistan, Khyber Pakhtunkhwa, Sindh, and Pakistan-occupied Kashmir (POK) received cursory coverage in the media. The public discourse has predominantly revolved around Imran Khan and his trials and tribulations in prison, and the regime’s machinations in countering his narrative, and his popularity. Balochistan was too distant from Islamabad and even Lahore for anyone to bother about what was happening in the restive province. Latelast month, after Maulana Fazal-ur Rehman’s speech in the National Assembly where he said that “five to seven districts in Balochistan were in a position to announce independence” and the “United Nations (UN) would recognise them the next day,” Pakistani people and beyond started taking notice of the sharply deteriorating security situation in the province. Although Maulana may have gone a bit overboard over the UN recognising a declaration of independence in Balochistan, he has his ears and eyes on the ground in the province and has a very good understanding of how bad things are. Following the Maulana, the Leader of Opposition (LoP) in the National Assembly, Omar Ayub, said that the Pakistani state had virtually ceased to exist in more than half a dozen districts of Balochistan. According to Ayub, the Pakistani flag was not flying in these districts. Nonetheless, it was not only political leaders opposed to the hybrid regime who were flagging the alarming situation in Balochistan. One of the closest advisors of PM Sharif, Rana Sanaullah, warned that armed groups could descend from the mountains and seize control of Balochistan. After initially trying to deny that things were spiraling out of control in the province, the Chief Minister, Sarfraz Bugti, finally admitted the situation was alarming. However, the insurgents could not hold any area for longer than a few hours. That the insurgents could strike at will and seize control of major highways and small towns for even a few hours was hardly something that any responsible administrator could be sanguine about. If anything, the rising frequency of high-profile, high-impact strikes by the Baloch insurgents has completely undermined the authority of the state. Worse, it has fuelled so much uncertainty that it has put paid to ambitious plans to attract foreign investment in infrastructure and mining projects. It was against this backdrop that the Baloch Raaji Aajoi Sangar (BRAS), an umbrella group of four militant insurgent groups namely Baloch Liberation Army (BLA), Balochistan Liberation Front (BLF), Balochistan Republic Guard (BRG) and Sindhudesh Revolutionary Army (SRA) announced the formation of a Baloch National Army with a unified command structure and a shift of focus from "Scattered operations to an organised, coordinated and decisive force”. BRAS declared its intent to intensify the war against both Pakistan and its main patron, China and bring greater lethality in its guerilla operations. To hit Pakistan and China where it hurts, the BRAS decided to ‘intensify the blockade on all important highways of Balochistan to disrupt the logistical, economic, and military interests of the occupying state.’ Within days of the BRAS announcement of ramping up its operations, the guerillas hit the strategic Coastal Highway and set six gas tankers and police vehicles on fire. There was also a sudden uptick in Improvised Explosive Devices (IEDs) and suicide attacks on Pakistani security forces and Baloch collaborators. The sheer expanse of geography where these attacks took place was particularly notable–a suicide attack in Kalat city, an IED blast in Quetta, another IED in Khuzdar against a pro-regime tribal leader, targeted killings of two clerics in Zehri, the same town that was stormed and occupied for a few hours by nearly a 100 insurgents in January last. According to data compiled by the South Asia Terrorism Portal, in just the first nine weeks of 2025, there have already been 70 incidents, in which around 135 Pakistani security forces personnel have been killed as against 66 insurgents/extremists–a ratio of 2:1 which reflects the enormity of the problem. Some of these insurgent attacks caused serious damage in men and material to the Pakistani security forces. In early February last, insurgents ambushed a van carrying troops, killing 17 Pakistani soldiers in the Kalat district. Two weeks later, in attacks on a Pakistan army checkpoint and a convoy in the Mand area, another 17 Pakistani soldiers were killed. The insurgents also attacked a bus carrying mine workers in Harnai, killing 11. Although the  Pakistani media presented this as an extortion racket run by the insurgents, the fact that it was an attack on an economic target–the insurgents call it exploitation of Balochistan’s resources by Punjab–made it a legitimate target in their view. Similarly, the targeting of Punjabi businessmen and settlers the Baloch call them spies and collaborators–is also a part of the strategy of the Baloch fighters against the Pakistani state. Perhaps the most devastating attack was carried out in August 2024 when the Baloch insurgents launched Operation Herof, in which they carried out coordinated attacks across the length and breadth of the province. In 2024 alone, over 900 attacks were carried out by the insurgent groups, the bulk of them by BLA, BLF and under the label of BRAS. Except for the Pashtun-dominated districts of Northern Balochistan, the Baloch insurgents have been active in every district of Balochistan. This is a qualitative change from past insurgencies when the fighting was restricted to a few districts and tribes. Now, it is pan-Balochistan and cutting across tribal, linguistic, and gender divide. While the Baloch insurgents have upped their game, not just in terms of the ferocity, intensity, and organisational capability, the Pakistani state—which is a euphemism for the Pakistan Army—has not been able to evolve to respond effectively. Its playbook is the same decades-old one: increase brutality, offer blandishments to tribal chieftains, bribe influential politicians, browbeat the people, stifle all dissent, keep a very tight leash over the media, install puppets and Quislings to run the province under the garb of democracy. But it is proving counterproductive, and the more the Pakistan Army doubles down on its repressive rule, the more it alienates the Baloch people and swells the ranks of the insurgent groups with recruits, including women and young people from educated middle-class. Finding itself losing the narrative war, the Pakistan Army has responded predictably. It has started raiding universities and abducting Baloch students, keeping them in illegal custody and, in some cases, killing them and dumping their bodies on the roadsides or in the wilds. In just the first few weeks of this calendar year, over 250 students have forcibly disappeared. This enforced disappearances issue has only fuelled disgust and alienation against the Pakistani state, arguably becoming one of the central pillars around which Baloch public opinion has been mobilised. Apart from the brutal repression that has been unleashed, the Pakistan Army is trying to play catch up in the narrative game by using tactics which are now anachronistic. For instance, authorities often parade a ‘surrendered militant’ who recites a predictable narrative – accusing commanders of greed, claiming India funds them, and asserting they work against Baloch interests. The Pakistani media then plays up these stories to amplify them. But no one except perhaps people in Punjab are buying what the Pakistan Army’s disinformation wing is selling. Similarly, exaggerated and often utterly fictitious claims of the Pakistan Army’s operations either to repel an attack or to raid insurgent hideouts are not impressing anyone. In most cases, the Pakistan Army conjures up an imaginary number of insurgents killed just to show that it is fighting back, and hard. The BRAS declaration to restructure its organisation and intensify its operations makes it clear– the insurgents believe the struggle in Balochistan has entered a decisive phase. The political narrative is dominated by young leaders of the Baloch Yakjheti Council, such as the indomitable Mahrang Baloch, Sami Deen Baloch and other members spearheading massive protests across the province. Members of the legislative assembly and the ‘elected’ government in the province have become political pigmies who are in power only because they have been foisted on the people of Balochistan by the Pakistan Army. The political and democratic processes in Balochistan have become redundant because they have been completely compromised and rigged by the Pakistan Army, all of which feeds into the narrative of pro-independence voices. Militarily, the Baloch insurgents have demonstrated their reach, capability and ability to coordinate complex attacks. While there is some skepticism about how much the Baloch can achieve because they constitute less than 5 percent of Pakistan's 250 million population, the insurgents believe that they have the critical mass required to win against the Pakistani state. What they lack in sheer numbers, they make up because of the raging Taliban insurgency in Khyber Pakhtunkhwa province and the Pashtun belt of Balochistan, which is bogging down and bleeding the Pakistan Army. Add to this the sharp deterioration in relations between the Taliban regime in Afghanistan and Pakistan. The Taliban appear to be giving space to the Baloch as it gives them a certain leverage over Pakistan, which they suspect of flirting with Islamic State Khorasan (ISK) to undermine the Islamic Emirate. The situation in Sistan-Balochistan province of Iran is also proving conducive for the Baloch insurgents in Pakistan. Faced with the audacity and ferocity of attacks being carried out by the Baloch freedom fighters, and given that Pakistan’s antediluvian approach to tackling the restiveness in the province is not working, there are limited options available to the Pakistan Army. It can continue doing what it has been over the last 25 years since this fifth insurgency has been raging in Balochistan, perhaps intensify what it has been doing. But the result is unlikely to be any different. The Pakistan Army could also decide to carry out a scorched earth steamroller operation in Balochistan. Managing the operation’s political, military and diplomatic consequences could prove disastrous. A third option is to try reconciliation. This is, however, a long and difficult path to take and beyond the intellectual ability of Pakistan's Punjabi military elite because it militates against the colonial control fetish of Pakistan's ruling class. But regardless of what policy Pakistan adopts, the situation in Balochistan will continue to be fraught for the foreseeable future. And while intimations of Balochistan shaking off the ‘shackles of slavery’ (to use the evocative phrase of Imran Khan) might be highly premature and overly optimistic, Balochistan will remain the bone stuck in Pakistan's throat—one it cannot expel, yet one it struggles to swallow.

Defense & Security
ISTANBUL, TURKEY - MARCH 23,2025: Protests After Istanbul Mayor Ekrem Imamoglu Arrested. Aerial View.

Turkey: four key concepts to understand the current turmoil

by Samim Akgönül

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском To better understand the current situation in Turkey, where massive demonstrations have been taking place non-stop since the arrest of Istanbul mayor Ekrem Imamoglu on March 19, we need to take a look at some Turkish words - with no real French translation - that have made their appearance, or reappearance, in the public sphere, and which reflect the rewriting of political rules that President Recep Tayyip Erdogan's government is currently enforcing. Arrested on March 19, along with dozens of his partners, elected representatives and members of the Republican People's Party (CHP, Kemalist), on charges of “corruption”, “terrorism” and “helping the Kurdistan Workers' Party (PKK)”, Istanbul mayor Ekrem Imamoglu, 53, elected in 2019 and re-elected in 2024, was stripped of his mandates and imprisoned on March 23. The authorities have also set about challenging his academic credentials, since, according to the Constitution, the President of the Republic must be a university graduate. However, Imamoglu's university degree, obtained 32 years ago at Istanbul University, has just been cancelled under pressure from the authorities. Ironically, Recep Tayyip Erdogan himself is suspected of not having actually obtained the university degree he claims to have, and cannot produce any proof of university attendance (photos, testimonials, etc.), even though the university from which he claims to have graduated asserts that he was indeed a student there. This brutal dismissal of a key political figure in Turkey, who appealed to both the secular electorate and conservative circles, and who was expected to be the opposition candidate against Erdogan in the 2028 presidential election, immediately sparked a widespread reaction. For the past week, the country has been swept by a wave of huge demonstrations, bringing together hundreds of thousands of people expressing their solidarity with the imprisoned leader. They range from young people and academics to citizens from towns traditionally loyal to the AKP. While the mainstream media remain strangely silent, and X has already blocked numerous opposition accounts at Ankara's request, figures put forward by the CHP General Secretary put the number of demonstrators at one million. Against this explosive backdrop, it's worth taking a closer look at some of the specific terms used in current Turkish public debate, which reflect the current situation in a country in turmoil. The “secret witness” (Gizli tanık) First term: Gizli tanık, French for “secret witness”. In Turkey, the use of “secret witnesses” was legalized by Law no. 5726 on Witness Protection, adopted on December 27, 2007 and published in the Official Gazette on January 5, 2008, at a time when the Gülenist movement dominated the judiciary in agreement with the ruling AKP. This system of Gizli tanık prevents the cross-examination of witnesses and facilitates the pre-trial detention, and subsequent conviction, of all suspects in political cases: all it takes is for a secret witness to testify against them. This practice was first introduced in 2007 in the Ergenekon trials. It was subsequently used against Kurds in the Kurdistan Communities Union (KCK) trials in 2009. It continues to be used in various court cases today. It was this “secret witness” that was used by the authorities to bring charges of corruption and terrorism against Imamoglu. Mayors dismissed and replaced by power-appointed administrators (Kayyum) Our second term, kayyum, refers to the crucial figure of the “guardian”. In Turkey, it refers to a person appointed by a court or civil authority to manage property, particularly real estate, or an institution. This measure comes into play when the head of an institution is unable to perform his or her duties or is removed from office for reasons defined by law. The application of kayyum appointments to municipalities in Turkey was legalized by decree-law no. 674, published on September 1, 2016, during the state of emergency instituted after the attempted putsch of July 15, 2016. This decree gave the Ministry of the Interior the power to remove mayors accused of being linked to terrorist organizations and appoint administrators in their place. Following the adoption of this regulation, many municipalities, particularly those run by the pro-Kurdish HDP party, were placed under administrative guardianship. Since 2016, a total of 160 kayyum appointments have been made. Among the charges against Imamoglu is the existence of an electoral agreement, dubbed the “Urban Pact”, concluded with the HDP ahead of the 2024 municipal elections. Paradoxically, this accusation comes at a time when the government is conducting behind-the-scenes negotiations with Abdullah Öcalan, the historic leader of the PKK, with a view to disarming the Kurdish movement. At dawn on March 23, 2025, the judge ordered that Ekrem Imamoglu be remanded in custody on the charge of “corruption”, while the charge of “terrorism”, the only one that would allow the appointment of a kayyum in Istanbul, remained under discussion. Gezi Park: reminiscences of the 2013 mobilization Our third term is Gezi, which literally means “promenade”. It refers to a park in the heart of Istanbul, adjacent to Taksim Square, a mecca for political mobilization. The “Gezi movement” refers to a wave of protest that erupted in Turkey in May 2013 following an urban redevelopment project threatening this park, one of the few green spaces in central Istanbul. Initially led by environmentalists, the mobilization quickly turned into a vast protest movement against the government of Recep Tayyip Erdogan, accused of authoritarianism and increasing interference in public life, with the desire to demolish the park being equated with a desire to deprive the opposition of a traditional gathering place. The protest was violently repressed by the police, and Gezi became a symbol of democratic resistance in Turkey, marking a lasting rift between the authorities and a section of civil society. The current protests are reminiscent of this movement in certain respects, but this time the motivation is strictly political. The aim is to denounce, above all, the manipulation of democratic rules by those in power. The participation or otherwise of Kurdish circles in these events is not insignificant. Whereas in 2013, Kurds only mobilized individually, in the context of the peace process with the AKP, today, the pro-Kurdish DEM party (which replaced the HDP in 2023), could officially lend its support to the pro-Imamoglu rallies. With its former leader Selahattin Demirtas, behind bars since 2016, sentenced last year to 42 years in prison, and Öcalan himself recently calling for the PKK's self-dissolution, DEM's position is being closely scrutinized. If the Kurds, in an organized way, join the protests in favor of Ekrem Imamoglu, the new movement has a chance of succeeding. On the other hand, if, as in Gezi, Kurdish political organizations - first and foremost the DWS and PKK - are reluctant to interfere with the ongoing peace process with Ankara, then the disorganized youth will once again find themselves helpless in the face of tear gas. Of course, it's up to the CHP to lead the movement. But the militant experience of the Kurdish movement far exceeds that of the middle-class youth who support the CHP; too individualistic, insufficiently committed, these citizens have much to learn in terms of mobilization from the Kurds, who have been fighting for decades. Bad loser (Mızıkçılık) Translation: “Refusing defeat, changing the rules during the game and using bad faith to consolidate power.” In plain English, it's the sore loser who doesn't accept defeat even before being defeated! This term is widely used by demonstrators to refer to the AKP's behavior - behavior reminiscent of that of the same party almost ten years ago. After the June 2015 parliamentary elections in Turkey, the AKP had lost its absolute majority, but violence provoked by both the PKK and military forces, notably linked to the Kurdish question, had disrupted the political process. This situation had created a climate of insecurity and instability, leading to early elections in November 2015; these would enable the AKP to regain an absolute majority, strengthening Recep Tayyip Erdogan's position. Today, this tactic can be applied again to remove a potential opponent before the next elections. A new element has been added to this complex picture: the solidarity with Imamoglu shown by many Western mayors, who publicly denounce the attack on democratic principles and respect for the rule of law in Turkey. But could this support be manipulated by the Turkish government for propaganda purposes? In a climate where every gesture of international support is scrutinized, it is clear that this solidarity could be misused to reinforce the image of an isolated country, or to distract attention from the real domestic issues at stake. Ultimately, the situation in Turkey remains extremely fragile. In Istanbul, a metropolis of over 15 million inhabitants, the gamble of neutralizing a political opponent of this caliber entails considerable risks, especially in a context where youth and academics are mobilizing with vigor. Marked by unpredictable reversals, Turkey's trajectory leaves open the possibility that popular resistance will eventually force the government to back down, allowing Imamoglu to retain a promising political future beyond his current goals. But we said the same for Selahattin Demitas, who has been in prison for almost... ten years.

Defense & Security
Maputo, Mozambique - May 18, 2024: A man dressed in a Mozambican flag addresses the crowd with a megaphone during a demonstration, while participants hold banners in support of their cause

Mozambique: when will the massacre end?

by Michel Cahen

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Since independence on June 25, 1975, Frelimo has made Mozambique its private preserve for 50 years. After having been the only authorized party in the country (from 1975 until the introduction of a multi-party system in 1992), it then systematically defrauded all elections, with the partial exception of the very first ones organized by the UN in 1994. But after the last general elections in October 2024, the fraud provoked a real popular revolt. The authorities reacted by unleashing a ruthless crackdown on the protesters, which continues to this day, without any notable reaction from the international community. On October 9, 2024, Mozambique held its seventh general elections (provincial, legislative and presidential) since the introduction of a multi-party system in 1992. Official results gave a clear victory to Frelimo (Mozambique Liberation Front) candidates, including presidential candidate Daniel Chapo, elected with 70% of the vote (later reduced to 65%). According to international and independent national observers, these were the most fraudulent elections the country had ever seen. A large part of the population is convinced that, in reality, it was the opposition candidate Venâncio Mondlane, officially credited with 20% of the vote (then 24%), who won the election. Admittedly, this is not the first time that Frelimo, in power without interruption since 1975, has maintained itself through fraud and, beyond that, through the complete fusion of party and state, as in the days of the single party (1975-1992), through the systematic practice of authoritarian clientelism (people live much better with a Frelimo card than without it or with another party's card!) and, finally, through the assassination of opponents. This time, however, there was a genuine revolt, rather than resignation, against the lack of respect for the people's dignity shown by electoral fraud. Fifty years of authoritarian paternalism In 1975, Mozambique gained independence and the Frelimo, officially of “Marxist-Leninist” orientation, which drew its legitimacy from its struggle against Portuguese colonial rule, came to power. This was followed by a long civil war (1977-1992) between Frelimo and the Mozambique National Resistance (Renamo), which shaped the country's political life for a long time to come. Although the conflict had internal roots in the authoritarian, anti-peasant modernization policies of the government, the Renamo guerrilla movement was supported by the apartheid regime of neighboring South Africa. The violence was terrible, on both sides, but after the war, particularly in the cities (and especially in the South), even disgruntled people would never have voted for Renamo, seen in the hegemonic discourse as the party of “armed bandits”. However, particularly in the inner cities, the middle-class electorate began to vote for a third party, the Democratic Movement of Mozambique (MDM), which emerged from a split in Renamo and would very likely have won the 2013 municipal elections in the capital Maputo - were it not for a timely power cut when the ballots were being counted. The head of the list was Venâncio Mondlane, then a popular TV and radio commentator. In the 2014 legislative elections, against a backdrop of renewed internal warfare, Renamo doubled its number of votes (from 16 to 36.61%) and deputies (from 49 to 89 out of 250) compared to the 2009 ballot. But in 2018 (municipal elections) and 2019 (general elections, 21.48% of the vote and 60 deputies), this boom was shattered by the machinery of the state apparatus. The fraud took place well before the elections: the electoral census counted more voters than inhabitants in the pro-power Gaza province, but far fewer in some others. The systematic intimidation of voters (by collecting their voter card numbers) was highly effective. Non-Frelimo observers were rarely accredited, while Frelimo observers flocked to polling stations in their thousands, and so on. Even so, it was clear that this time Renamo had actually won the elections in Maputo and Matola, the other major southern city and historic Frelimo stronghold. But Renamo didn't really organize any protests, despite spontaneous youth marches, playing the legalism card and awaiting the results of its appeals to appeal institutions totally controlled by Frelimo. The Venâncio Mondlane phenomenon and the revolt of Mozambican society With the passing of the years and the passing of generations, we could see that, even in the cities of the South, disaffected voters no longer hesitated to vote for Renamo: memories of the civil war were no longer politically structuring. But Renamo was weakened by the death of its historic leader, Afonso Dhlakama, in 2018, and by the appointment as new president of a former guerrilla general, Ossufo Momade, who proved to lack initiative and leadership. Momade prevented Venâncio Mondlane from being Renamo's candidate in the presidential election of October 2024, but Mondlane ran as an independent, as a new type of candidate, a civilian, an educated man from the city, and also an evangelical (a religious current on the rise in the country). Massively, the Renamo and MDM electorates switched to this new candidate, all the more easily as their previous votes were not so much in favor of these two parties as, above all, against Frelimo. They changed tools. Venâncio Mondlane's campaign, though without a seasoned party to back him, was far better organized than Renamo's had been before. He set up a systematic parallel vote-counting system, with computer equipment, etc., in charge of collecting the thousands of minutes as soon as the counting was completed. This enabled him to claim that he had won the elections with 70% of the vote, whereas the official results gave him around 20%. What is certain is that the frauds were innumerable and that the popular conviction of a totally biased result was widespread. Venâncio Mondlane immediately called for “victory parades”, which were hardly tolerated by the authorities, who were claiming victory for their candidate, Daniel Chapo, an apparatchik who was virtually unknown before the election campaign.  The turning point came on October 19, 2024, when two leaders of Venâncio Mondlane's campaign, Elvino Dias and Paulo Guambe, were murdered in the street and in their car, most probably by members of the Special Operations Group of the Rapid Intervention Unit (UIR, militarized police), known locally as the “death squads”. This was a warning to Venâncio Mondlane, who had just called a general strike. From then on, the situation shifted from demonstrations against electoral fraud, such as often occur in various African countries, to a revolutionary process. The permanent mobilization of very poor people, young boys leading demonstrations, young girls organizing prayers in the streets, was observed all over the country, including the small bush towns, where they receive the news from time to time. The middle classes in the “cement districts” were not to be outdone: although they didn't take part in the demonstrations, they did “casserolades” (banging pots during protests) from their windows for hours on end. A very important feature was the complete absence of any ethnic dimension: of course, the civil war had never been inter-ethnic, but Frelimo tended to be the party of the south and the cities, and Renamo the party of the north and the bush. The fact that Venâncio Mondlane was from the South did not prevent demonstrations from taking place everywhere, including in the North, which had already been affected by jihadist guerrilla warfare. The authorities accused the demonstrators of looting stores, but the police were also seen looting... and real shots were fired multiple times. The official proclamation of the results and the announced failure of the last appeals, followed by the inauguration of the official president, Daniel Chapo, on January 15, 2025, did not weaken the mobilization. Venâncio Mondlane, who now considered himself to be the “people's president” and “elected president” rather than the “invested president”, began a tour of the country, gathering large crowds even in the regions most loyal to Frelimo. A new turning point in the revolutionary process began to emerge: people were no longer demonstrating against fraud, but rather against the high cost of living - Mondlane had issued a “decree” to lower the price of cement and other products, and people were mobilizing to enforce it. Communities revolted against the international companies that had set up in the country at the behest of the authorities, because compensation for lost land and homes, mentioned in “contracts” accepted under great pressure, was not respected; protests against the enormous pollution of the Moatize open-cast coal mines regained vigor; the destruction of sacred woods -cut down to avoid interfering with oil sands exploitation- was no longer forgiven. More or less, the entire Frelimo state was challenged, and the revolution underway went from being simply democratic to being social. And the price already paid is heavy: 353 proven deaths, including children or very young boys, or simple passers-by; no doubt at least 40 deaths among Venâncio Mondlane's local executives, like these two young men murdered in their car, at that time, outside any demonstration, in Massinga (Inhambane province), on the night of March 8, 2025, having fallen into an authentic ambush. Massinga had been a hotbed of opposition to the government in the south of the country for the previous few days. Thousands wounded (the number is put at 3,000, but this figure mainly concerns the wounded in the major cities), thousands arrested, many missing (including journalists)... Silence, we kill This revolutionary process took place without any involvement from the opposition parties, who agreed to send their elected deputies to sit in Parliament, while Mondlane called for a boycott. Another notable development was the remobilization of the Naparamas in the provinces of Nampula and Zambézia. The Naparamas are a historic phenomenon in Mozambique, magical peasant militias (vaccinated against bullets) armed with bows and arrows. At the end of the civil war, in exhausted societies, they acted mostly in favor of Frelimo against Renamo. But although they never completely disappeared, this time they have remobilized to serve the mobilized people, whom they seek to protect from the militarized police. Despite their “vaccinations”, they are harshly repressed by the heavily armed police. Faced with this outpouring, the authorities signed a reconciliation agreement with all the political currents... except Mondlane. On the very day the agreement was signed, March 5, 2025, a demonstration in Maputo attended by Mondlane was attacked with live ammunition by the UIR, killing four people and wounding others. At the same time, the official president has hardened his rhetoric. At his first public meeting after his investiture, in Pemba (north) on February 24, 2025, he proclaimed that “even if blood has to be shed to defend the homeland against demonstrations, we will shed blood. We will fight terrorism, fight the Naparamas and fight the demonstrations”, equating any form of challenge to power with jihadism, which has been rampant in the North since 2017. It's important to understand that, in the context of a state that has been totally fused with the party for fifty years, an authoritarian party ready to do anything to keep power, when a president publicly says “we will spill blood”, he then has no need to give the order to kill to the intermediate and local echelons of his forces of repression. They've heard the order. Power is ready for a bloodbath to defeat the social revolution in progress. Who will stop it? What is the international community saying, what are the foreign embassies in Maputo saying?

Defense & Security
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Boost for the defense industry - Seven short-term proposals for a competitive domestic defense sector

by Dr. Christina Catherine Krause , Dr. Jan Cernicky

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском ' Germany and Europe must invest more in defense and deterrence capabilities to assert and maintain themselves. This requires substantial and long-term investment in our armed forces, in research and development, in infrastructure, material and personnel. ' Various analyses indicate that the upcoming significant increase in defense spending is a fantastic opportunity for German industry. However, despite the high demand, it is very hesitant to transfer its partially idle capacities to the lucrative defense sector. ' To strengthen the competitiveness of the German defense industry and thus benefit from lower prices through mass production, better use should be made of the advantages of the EU internal market. ' Germany has globally unique knowledge and unparalleled production networks in many sectors that are needed to produce defense equipment. At the same time, many of these sectors are currently in crisis and have spare capacity. ' At the same time, sustainable and long-term financing of military procurement is essential, which is primarily achieved through long-term contracts or purchase guarantees. ' Such measures should also contribute to a change in mentality so that employees, customers, and financiers increasingly perceive the defence industry as a positively valued industrial sector. Defense capabilities: Investment is essential. President Donald Trump has made it clear that the United States no longer sees itself as a security guarantor for Europe. While the USA is scheduling talks with Russia on the future of Ukraine, there is great concern in Europe about new arbitrary border demarcations: a division of Europe. The Munich Security Conference has ruthlessly exposed the USA's disengagement from Europe and the breakdown in values between the EU and the Trump administration. Since then, developments have become thick and fast. There are fears of the end of the transatlantic partnership and the US reneging on its NATO commitment. However, it has long been clear that Germany and Europe must invest more in deterrence and defense capabilities to assert and maintain themselves and can no longer be free riders for the USA. The EU is not helpless: the accumulated economic power of the EU states is equal to that of the US and ten times that of Russia. However, defense capability requires considerable and long-term investment in the armed forces, in research and development, in infrastructure, material and personnel. Closing capability gaps is the top priority. With this goal in mind, the procurement of fighter jets, drones, transport and combat helicopters, air defense systems, infantry fighting vehicles, transport vehicles, submarines, corvettes and much more has been commissioned over the past three years. So far, however, only the essentials have been ordered and made up for, which have been neglected for years. The defense industry: fragmented and underfunded Despite clear analyses, good plans and declarations of intent, the European defense industry remains underfunded and fragmented, according to the Draghi Report1. As of 2023, for example, the European NATO states were operating nineteen different battle tanks, twenty different fighter aircraft and ten diverse types of submarines. Projects for joint development and production revealed some insurmountable hurdles, as the FCAS example shows. Europe has so far benefited little from the additional funds for defense: between mid-2022 and mid-2023, 78% of total procurement expenditure went to non-EU companies, 63% of which went to the USA. In this respect, it is particularly important to strengthen domestic and European industry. To remain competitive, investments must be made at increasingly shorter intervals. Development cycles are becoming shorter and shorter - as can be seen in drone production, for example. The potential of an integrated European defense is huge! The new and first-time EU Commissioner for Defense and Space, Andrius Kubilius, has set himself the goal of exploiting this potential. In March 2025, he will present the first White Paper on the future of European defense. Various analyses indicate that the upcoming significant increase in defense spending is a terrific opportunity for German industry. It has been calculated that an increase in defense spending to 3 percent of GDP would increase economic output by 1 to 1 ½ percent.2 It is clear that economic output in Germany will only increase as a result of defense spending if domestic manufacturers or suppliers are involved in the production of the goods in question. However, despite the high demand, German industry is very hesitant to shift its partially idle capacities into the lucrative armaments sector. Why is that? Germany: in a particularly good technological position In terms of technical capabilities and the necessary production capacities, Germany is fundamentally in a particularly acceptable position. Traditional companies as well as young, agile start-ups are thriving on the market. The country has unique expertise and unparalleled production networks in many sectors that are needed to produce defense equipment. This applies, for example, to vehicle construction, mechanical engineering, the chemical industry, the metal industry, the aerospace industry, and automation technology. At the same time, many of these sectors are currently in crisis - primarily due to the transformation in the automotive industry - and have spare capacity. With a view to the goal of expanding the production of defence equipment in Germany quickly, resiliently, and efficiently, there is immense potential here that can be realized quickly and operated economically. In December 2024, the Stockholm International Peace Research Institute (SIPRI) showed that the global defense industry will continue to grow by 4.2 percent in 2023. Four German companies are among the top 100 companies worldwide: Rheinmetall (26), ThyssenKrupp (66), Hensoldt (73) and Diehl (83), as well as three European companies: Airbus (12), MBDA (33) and KNDS (45).3 At the top of the global list are companies from the USA, the UK, Russia and China. Some of them focus entirely on armaments or on dual use, as the example of Boeing shows. There is potential in Germany and Europe that needs to be tapped into now to secure the continent. However, many details have so far stood in the way from the point of view of the private sector. Defense industry: obstacles Industry often waited a long time for contracts, sometimes in vain. While Russia switched to a war economy, Germany missed a real turning point. There is a lack of reliable commitments from the German government regarding long-term financing for procurement. This is because companies only invest in new capacities if they can assume that these can be utilized profitably for at least ten years. In addition, social acceptance of the arms industry remains low. Companies not previously active in the armaments sector - for example in the automotive industry - fear that employees, customers, and investors will be skeptical about a shift towards weapons production. However, tank manufacturer KNDS has shown that there is another way with its takeover of Alstom's former locomotive plant in Görlitz. The financing of armaments projects is still more expensive than for civilian projects. This is also due to the EU's taxonomy, which, despite a recent weakening, still makes investment in armaments more difficult. This increases financing costs and may make projects completely unprofitable. The production of armaments is also subject to significantly more regulations than civilian production, which is justified. However, it should be possible to significantly reduce the regulations to the absolute minimum necessary without reducing safety. It is also often overlooked that the defence industry can hardly take advantage of cross-border supply chains - the core of German industry's high competitiveness. This is due to different export licenses in European countries. As a result, there is an incentive to keep supply chains in one's own country. Synergies from mass production based on the division of labor cannot be promoted in this way, and as a result, armaments are still often manufactured products with correspondingly soaring prices. Finally, there are still civilian clauses that prohibit universities from conducting research on military issues and purposes and from cooperating with the arms industry. This cuts the arms industry off from the traditional path of innovation. Seven viable solutions The following measures could enable the arms industry to ramp up its production capacities quickly and become much more competitive: 1. The immense economic advantages of the EU internal market can only be exploited if there is a significant simplification and standardization of export rules for the arms industry. Up to now, most German-made systems used in the Bundeswehr can only be exported to other NATO or EU partners without any problems. However, it is desirable for European producers to be able to specialize and focus on the global market so that they can achieve the competitiveness that otherwise characterizes the German export industry. This requires European supply chains, which has hardly worked in the military sector to date due to the strict German export regulations, as the participation of a German company is tied to strict arms export regulations. The term german-free has been a selling point at international arms fairs to date, as this is the only way to guarantee smooth deliveries and maintenance of military equipment. The possibility of exporting to third countries such as Israel, Japan or South Korea would bring advantages: Bundeswehr weapons systems and spare parts would become cheaper due to economies of scale. 2. Further European and German regulations should be revised immediately. These include the sustainability directive in the financial taxonomy, the dual-use regulation and many particularly stringent requirements for the arms industry, whose production in many cases hardly differs from other branches of industry (only a few companies work with explosives or other hazardous materials). Special economic zones for arms production would also be conceivable, in which selected regulations and rules would not apply or would apply differently than otherwise. 3. Long-term contracts of the federal government for arms purchases should be secured by a robust and sustainable regular defense budget. 4. For other equipment (ammunition, protective equipment, light vehicles, etc.), Europe-wide tendered purchase guarantees are a much better means than "priority procurement in Germany". Ideally, the Bundeswehr would conclude a contract with more than one company that stipulates that a certain quantity of military equipment must be purchased at a minimum price - even if the item in question can be bought more cheaply on the world market. On the other hand, the company guarantees a maximum price at which it must sell the specified quantity to the Bundeswehr - even if the prices on the world market are higher. It is right to put such contracts out too tender throughout Europe and to take advantage of the EU single market. The German (supplier) industry is so strongly positioned in Europe that it participates in a substantial proportion of production. With reference to the safety aspects that apply here, the associated exclusion of non-European producers is WTO-compliant. 5. In view of the above, regulations that stipulate procurement only from Germany or provide for quotas of domestic production should be dispensed with. 6. KfW should provide credit lines for the conversion of existing industrial plants into defense plants. 7. Civil clauses should be abolished. This should ensure for all researchers at universities and colleges that third-party funding and other sources of financing will not be reduced or completely cut if they decide to cooperate in research with the defense industry. Conclusion The measures would strengthen the competitiveness of the German defense industry and deepen cooperation between EU states. They should also contribute to a change in mentality so that employees, customers, and financiers increasingly perceive the defense industry as a positively valued industrial sector. This should be flanked by political communication and, if necessary, marketing measures. With an appropriate policy that focuses on incentives and not on detailed regulations, several goals could be achieved at the same time: German industry could grow again in its traditional sectors, the Bundeswehr would be able to procure urgently needed equipment and material for its defense and deterrence capabilities faster and more cheaply, the European Union could grow closer together and Europe's security in these turbulent times would be strengthened. References 1 The Draghi report on EU competitiveness, 9. September 2024. 2 Vgl. EY, Dekabank: Wirtschaftliche Effekte europäischer Verteidigungsinvestitionen. Februar 2025 und Ethan Ilzetzki: Guns and Growth: The Economic Consequences of Defense Buildups. Kiel Reports Nr.2/2025, Kiel Institute for World Economy. 3 The SIPRI Top 100 Arms-producing and Military Services Companies, 2023 | SIPRI, Dezember 2024.

Defense & Security
WASHINGTON D.C., USA - FEBRUARY 4, 2025: US President Donald Trump greets Israeli Prime Minister Benjamin Netanyahu as he arrives at the White House.

Greater Israel: Trump and Netanyahu's race to the abyss

by Pierre Firode

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The plans of the President of the United States and the Prime Minister of Israel can only weaken the Hebrew State's last regional allies. The expulsion of Palestinians from Gaza -which the breakdown of the truce by Israeli forces on 17 March is intended to provoke- could lead, by a domino effect, to the Muslim Brotherhood coming to power in Egypt, while the annexation of the West Bank could have the same consequences in Jordan. The warmongering policy of the Netanyahu government has profoundly altered the strategic balance of power in the Middle East in favour of the Jewish state. Operation ‘Iron Swords’ in Gaza has considerably reduced the military capabilities of Hamas, which is said to have lost between 15,000 and 20,000 men and almost all its leaders. Hezbollah, decapitated, deprived of thousands of fighters and of its anchorage points south of the Litani river, is no longer able to maintain a sufficient threat to dissuade Israel from directly attacking its Iranian sponsor. And the collapse of Bashar Al-Assad's regime has completed the Iranian-led ‘axis of resistance’. Against this backdrop of a reversal of the strategic balance of power totally in Israel's favour, the Netanyahu government, spurred on by its radical wing embodied by Bezalel Smotrich and Itamar Ben-Gvir, could consider ‘settling’ the Palestinian question once and for all. To do so, he would have to continue the process of colonising the West Bank and force the Palestinians to abandon the Gaza Strip, in line with Donald Trump's announcements. Assured of the support of the White House, with no regional adversaries capable of standing up to him militarily, Netanyahu could, driven by a certain hubris, lay the foundations for the realisation of a ‘Greater Israel’ extended to Gaza and the biblical ‘Judea-Samaria’, that is the West Bank. Nevertheless, this apparently beneficial dynamic for Israel could, in the medium and long term, position the Hebrew State in a strategic impasse, seriously compromising its security and its chances of building a lasting peace with its neighbours. The resumption of the colonisation process in the West Bank has two very dangerous consequences for Israel: the rise of Hamas in the West Bank and a total discrediting of the Palestinian Authority set up after the 1993 Oslo agreements. Since the start of the war in Gaza in October 2023, demonstrations against the Palestinian Authority have become such a common occurrence that the regime of Mahmoud Abbas can only hold on to power at the cost of increasingly violent repression. In this context, it is hard to see what could prevent Hamas from taking power in the West Bank, which would open up a new front and a colossal new security challenge for Tsahal. The creation of a ‘Greater Israel’, over and above the legal and moral issues it would raise, seems all the more dangerous for the security of the Israeli state as it would weaken two neighbouring regimes which, until now, have contributed as much as possible to regional stability: Jordan and Egypt. The weakening of Jordan's indispensable partner In addition to weakening the Palestinian Authority, i.e. its only Palestinian partner and interlocutor, Israel's policy of relaunching the colonisation of the West Bank could cause a political earthquake in Tel Aviv's other partner: Jordan. The Hashemite kingdom, where almost 60% of the population is descended from Palestinians who fled the Nakba in 1948-1949 and the Israeli conquests after the Six-Day War in 1967, has been living with the rhythm of pro-Palestinian riots since Since 7 October 2023, Jordan has been evolving in sync with pro-Palestinian riots, which express the solidarity of the Jordanian street with the Palestinians, but also echo a sharp criticism of King Adballah's policy of rapprochement with the Jewish state since the Wadi Araba agreements signed by his father Hussein with Yitzhak Rabin in 1994. In fact, Jordan plays an active role in Israel's security by fighting terrorism and the establishment of Hamas in the refugee camps of Zarqa, Baqa, Jabal Al Hussein and Jerach. It also plays a fundamental strategic role in opposing Iran: Iranian missiles and drones all flew over Jordanian skies during the major attack carried out by Iran in April 2024, and Jordanian anti-aircraft defences helped to thwart the Iranian attack. This strategic position between Israel and the Persian Gulf via southern Iraq explains in particular the installation of Western bases such as Azraq, where European (French and German in particular) and American aircraft and air defence equipment are stationed. In the event of a massive Israeli air offensive against Iran's nuclear programme, Jordanian airspace would play an essential role, as it would be an obligatory route for Israeli aircraft on their way to Iran. However, Likud's policy continues to undermine this precious ally for Israel, by strengthening the Muslim Brotherhood, the main opposition force to the Hashemite monarchy. Organised around the Islamic Action Front (IAF), the Jordanian branch of the Brotherhood movement is tolerated by the authorities and has achieved impressive electoral success: after the legislative elections in September 2024, the IAF became the main political force in the Jordanian parliament, winning 31 seats out of 138. This success is all the more spectacular given that the Jordanian electoral system only allows list voting at national level to fill 38 seats, the other 100 being reserved for local notables loyal to the regime and allocated via ballots organised in constituencies where the parties are not represented. The result of last September's Jordanian elections was therefore a veritable tidal wave for the Brotherhood. This phenomenon is essentially explained by the mobilisation of the electorate around the theme of support for Gaza, of which the numerous demonstrations that have shaken Jordan are another symptom. In this context, what would be the consequences for the Hashemite kingdom of stepping up settlement on the West Bank? The massive influx of Palestinian refugees would obviously strengthen the FIA, which is particularly well rooted in the Palestinian diaspora. This situation is all the more explosive in that the descendants of Palestinian refugees, despite having been granted Jordanian nationality, act as a veritable diaspora and refuse to cut ties with their country of origin. The very spectacular demonstrations that took place in the country during the last two weeks of April 2024 are the most recent proof of this. In order to condemn Jordan's aid to Israel in its war against Iran and to express their solidarity with Hamas and the ‘axis of resistance’, Jordanians of Palestinian origin are mobilising in Hiraks, youth movements that have emerged in the post-Arab Spring context, condemning the monarchy's ‘compromises’ with Israel as much as rising prices and unemployment. In this context, the King of Jordan finds himself forced to make his security partnerships with Israel invisible or even to reduce them, and could eventually withdraw from the 1994 Wadi Araba agreements, for fear of seeing social unrest rise and the Muslim Brotherhood inexorably gain in popularity. In the long term, the demographic and political rise of the Palestinian opposition to the Hashemite monarchy threatens the latter's vital prognosis and therefore Israel's security. The return of the Muslim Brotherhood to Egypt and the risk of the collapse of the Al-Sissi regime A similar reasoning can be applied to Egypt, where Marshal Al-Sissi's regime, in place since 2013, would not emerge unscathed from a massive influx of Palestinians from Gaza. The implementation of the Trump plan and the displacement of the two million Gazans in Egypt would considerably strengthen the Muslim Brotherhood in a country where it already holds a majority in public opinion, as demonstrated by the success of Mohamed Morsi in the 2012 elections, and has remained so despite the severe repression it has been the target of since then. By participating in the displacement of Gazans, the regime in Cairo would see itself accused by public opinion of participating in the Israeli colonisation of Gaza, which would lead to a reflex of solidarity on the part of the Egyptian street towards the Palestinians that the Egyptian military regime might not survive. As in Jordan, if Trump's plan for Gaza were to come to fruition, it is hard to see what could stop the Muslim Brotherhood from taking power in Egypt, even if it is currently operating clandestinely and organising itself primarily from abroad (Turkey and Qatar). However, calling into question the 1979 Camp David agreements and the total remilitarisation of the Sinai are undoubtedly the first measures that would be taken by a government aligned with the Muslim Brotherhood, whose anti-Zionism is one of its main guiding principles. In addition to this security disaster for its southern border, Israel would see a new axis of resistance forming around it which, unlike the one currently led by Iran, would be Sunni, more rooted in regional nationalism and would bring together the major powers allied to the Muslim Brotherhood: Turkey, Qatar and HTC's Syria. In this hypothetical context, Israel would be surrounded by enemy states and its survival would once again be threatened, as was the case in the early 1960s before the Six-Day War of 1967. The Trump plan would accentuate the spectacular gap between, on the one hand, an Arab street that is very hostile to the normalisation of relations with Israel and anxious to defend the Palestinian ‘Dar Al Islam’ and, on the other hand, Arab regimes that have become partners or even allies of Israel. The inconsistencies of Trump's Middle East policy should be noted here: on the one hand, he intends to bring Israel closer to its Arab neighbours by extending the Abraham Accords of 2020 (which enabled the normalisation of relations between Israel on the one hand and Morocco, Bahrain, the United Arab Emirates and Sudan on the other), while at the same time nurturing the breeding ground for insurrection on which the ideology of the Muslim Brotherhood is developing. Ultimately, implementing the Trump plan would have disastrous consequences for Israel: turning the streets of Arab countries against their respective governments in a confrontation that could lead to a new Arab Spring under the banner of anti-Zionism. In this respect, it is interesting to note that this scenario had already been anticipated by Ayman Al-Zawahiri, the theorist of Al-Qaeda, at the time of the second intifada : “The opportunity for the jihadist movement to lead the ummah in the jihad for Palestine is greater than ever, because all the secular currents which were outbidding the Palestinian cause and competing with the Islamic movement for the leadership of the ummah in this cause have discovered themselves, in the eyes of the ummah, by recognising Israel's right to exist, engaging in talks and complying with international decisions to liberate what remains of Palestinian territory - or what Israel is willing to give up (the only difference being the amount of crumbs Israel will leave to Muslims and Arabs).” Trump and Netanyahu's plans: a disaster for Israel In conclusion, Trump's and Netanyahu's ‘plans’ for Gaza and the West Bank are not just a breach of international law and do not just raise a moral debate. First and foremost, they appear to be a strategic aberration that could very quickly backfire like a boomerang on the Jewish state. The definitive abandonment by Likud and its extremist allies of the two-state solution, and the resumption of the settlement process in the West Bank and possibly Gaza, are undermining Israel's Arab partners. They put an end to the process of normalisation pursued by Israel towards its neighbours since the Camp David agreements with Egypt in 1979 and could ultimately lead to a return to power of the Muslim Brotherhood in Egypt and the destruction of the Jordanian monarchy, two partners essential to Israel's security. This new anti-Zionist coalition led by the Muslim Brotherhood would be far more dangerous for Israel than the current Iranian-led resistance front. Unlike the Ayatollahs' regime, this new axis of resistance could strike Israel without using proxies, and maintain a climate of permanent insecurity on Israel's borders by hosting the rear bases of terrorist groups or militias fighting the Jewish state on its territory. The dream of a ‘Greater Israel’ remains an ideological chimera in which the security of the Israeli state could be the main victim in the long term.

Energy & Economics
Economic growth in Russia, uptrend market, concept. 3D rendering on blue dark background

Russia’s economic growth model amid the crisis in Ukraine

by Alexander A. Dynkin

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Amid the economic downturn of the global economy during the early 2020s, Russia’s economy has demonstrated notable resilience and growth. Despite a brief period of GDP decline by 1.2 percent in 2022 on account of Western sanctions, Russia’s economy grew by an estimated 4.1 percent in 2023 and 2024. This exceeded the growth rates witnessed in the European Union (EU) and the United States (US). During these years, Russia faced a cascade of more than 16,000 financial, trade, sectorial, logistical, personal and other punitive sanctions, unprecedented in world history. Moreover, financial assets abroad were frozen/stolen, and export pipelines were physically attacked. The Russian economy’s resilience in the face of external shocks can be explained by three reasons: 1) the result of 30 years of market reforms; 2) accumulation over these years of heavy experience in stress-resistant and anti-shock strategies; and 3) miscalculations of the West in its ability to isolate Russia’s economy. Due to the market institutions, the Russian economy is not only highly adaptive but also diversified. Russia is self-sufficient in energy, minerals, food, crops and water resources. It has a developed and stable domestic market and a stress-resistant banking system, cleared of major problem banks. The national innovation system provides a sound technological base, from vaccine creation to hypersonic technologies and the simultaneous competing development of two AI models. Streamlined healthcare regulations during the COVID-19 pandemic permitted the entry of targeted therapy medicines for autoimmune diseases in the market. The 2022 economic crisis is the fifth one in the history of modern Russia. Over time, the government, federal regulators, and the Central Bank have gained unique professional experience in crisis management and counter-cyclical policies. The same applies to businesses and even households, with the Russian middle class becoming adept at techniques of asset allocation across bank deposits, real estate, currency, and gold. Oil producers made a dramatic redirection of export flows. While in 2021, almost 100 percent of crude oil exports went to Europe, by the end of 2022, 80 percent went to Asian markets. If in 2021, the top three leading trade partners of Russia were China, Germany, and the Netherlands, then in 2023, it was China, India, and Tükiye. Russia is now Europe’s top trade partner with China and is one of the few countries with which China has a trade deficit. Paradoxically, Russia remains the second LNG supplier to the EU. Sanctions sharply stimulated domestic production. Since 2014, agriculture, food production, and manufacturing have been included in the import substitution sphere, which has proven to be quite successful. Today, without cancelling the efforts in manufacturing, the focus of industrial policy is shifting to services: first, medicine, education, and tourism. This transition relies heavily on large-scale digitalisation and Artificial Intelligence (AI) integration. Key areas such as taxation, customs, government, banking, and educational services have been digitised, increasing efficiency, easing demographic constraints, and reducing white-collar corruption. Macro policy instruments have also undergone another anti-crisis transformation: budget rules have been relaxed; the fiscal impulse has increased revenues and consequently demand, including credit demand. Economic expectations have improved. The intention is to manage inflation not only through demand compression but also through supply growth and the liberalisation of entrepreneurship. Formulated by Vladimir Putin, he said “Restraining price growth today is not only the task of the Bank of Russia, but also an assessment of the quality of the RF Government's work on stimulating supply growth”. The Russian government is simultaneously completing “de-offshorisation”—bringing key companies under Russian jurisdiction to special administrative districts created in advance.. At the same time, foreign holdings that acted as intermediaries and asset holders are being dismantled. Collectively, these can be called the Russian version of supply-side economics. What are its preliminary results? The Russian economy, by most indicators, including the level of consumption in 2023, has returned to the level of the end of 2021. The main economic problems of the Russian Federation remain labour shortage (at full employment) and closed export markets. According to the latest estimates of the World Bank, Russia has become one of the five largest economies in the world in terms of GDP in purchasing power parity. This result is attributed not only to the abovementioned factors, but also to the fact that for a long time, the depreciation of the ruble has been significantly outpacing the price growth. Therefore, the equivalent value of the consumer basket of goods in dollar terms has declined. Russia's support for the Global South is an expected reaction to the “unipolar world order”. Russia was the first to challenge it. Ten years ago, Kurt Campbell, warned that “dual containment of Russia and China is a nightmare for U.S. national security”, which by 2019 has become a reality. Sanctions against Russia strengthen ties between the Eurasian Economic Union (EAEU) and BRICS countries, and these organisations themselves are an obstacle to the fragmentation of the global economy. By 2025, Russia's supply-side economy will have reached a sustainable trajectory. The task of the current year is to eliminate imperfections of this model, including inflation (9.5 percent in 2024), labour market constraints (unemployment 2.3 percent in 2024), and high budget expenditures. Price pressure is a classic consequence of ultra-high defence spending. In addition, the government sees a downside risk to oil prices. Therefore, the goal for 2025 is to reduce overheating of the economy. The expected growth rate is around 1.5-2 percent of GDP. This can be pursued through fiscal consolidation and a tight monetary policy. However, inflation expectations and foreign trade conditions are still pro-inflationary. Therefore, inflation will have a “long braking path”. In 2025, the Central Bank expects inflation to fall only to 7-8 percent on an annual basis; however, by the end of 2024, the cooling of credit activity as a result of high lending rates became noticeable. They also overinflated the population's inclination to save. At the same time, the total volume of Russian budget revenues in December 2024 increased by 28 percent compared to the same month of the previous year. To summarise, it can be stated that the Russian economy, having successfully navigated the COVID-19 crisis, was well-prepared for the shock from the sanctions of 2022. After a slight holdback, it has entered the growth trajectory. The immediate effects of the sanctions have been borne, but they have come with “boomerang” consequences, both economic and political, especially in Germany. Russia could manage, not without certain difficulties, to increase defence production and at the same time maintain and even improve the living standards of the population.

Diplomacy
Solomon Islands and China friendship flags are waving in the sky. Double country Flag waving with mast. Solomon Islands china national flag for agreement.

Pacific transactionalism: Art of the diplomatic deal

by Tess Newton Cain

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Cook Islands' recent deals with China sees shift from soft to hard-edged diplomacy embedded in Pacific. Strategic engagement between the Pacific and its partners has now well and truly switched to overt security transactionalism, from soft to hard diplomacy. The explicit position emanating from the United States under the Trump administration reflects what has already been happening in the Pacific, particularly with the region’s largest aid donor Australia. When the Cook Islands and China signed deals this month, they sidelined New Zealand, leaving it to reassess how to do business with Pacific island nations. In recent years there’s been a flurry of agreements, MoUs, treaties and more between Pacific island countries and their partners, both established and emerging. The recently confirmed Papua New Guinea rugby league deal with Australia introduced “strategic trust” into the lexicon. Grafted on to the prized spot in the Australian National Rugby League competition is an undertaking by PNG to rebuff any kind of security agreement with China. Similar trade-offs form part of Australia’s deals with Nauru last year and Tuvalu in 2023.  How this transactionalism can or should be accommodated, or even countered, by Pacific island states has the region talking. Professor Transform Aqorau in his keynote speech to last week’s Pacific Islands Political Science Association (PIPSA) conference in New Zealand stated: “The question that we must ask ourselves is, ‘how do we assert agency in this space while we avoid being drawn into the conflicts that are not of our making?’” Many who spoke at PIPSA agreed that conversations about security and strategy must be led by Pacific voices and underpinned by Pacific norms. There were numerous calls for partner countries (of all stripes) to do better - listen, focus on relationships, work more ‘Pacifically’.  The other side of the asymmetrical power dynamic remained largely unaddressed – what can and should Pacific leaders and officials do to shift partners’ behaviour to what is wanted and needed? And if business-as-usual is already getting these partners what they want, where is the incentive for them to change?  Unlike the successes Pacific nations have had when taking a united regional posture, guided by the Pacific Islands Forum and advancing their Blue Pacific Strategy 2050, the bilateral deals see them operating without the benefit of collective support.  There are some ‘green shoots’ of Pacific assertiveness. In a Facebook post over the weekend, Vanuatu’s newly-elected Prime Minister Jotham Napa said, “climate change is very critical to our survival. Moving away from (the) Paris agreement by (the) Trump administration is like committing suicide. Climate change must be part of any security agreement in the future.” The message to the U.S. is clear. It is also a message to Australia, who have long sought a security agreement with Vanuatu and will no doubt continue to press that with Napat. That is not to say partners’ approaches are not evolving. When it comes to engaging with China, the overall picture is that the Belt and Road Initiative (BRI) is now focused on smaller projects with greater use of grant financing rather than loans. Of course, it is often the case that the exception proves the rule. The recent agreement (and associated MoUs) between Cook Islands and China envisages serious infrastructure investment in the maritime sector, including ports. Cue “dual-use” alarm bells in Canberra, Wellington and beyond. The New Zealand government is now contemplating a more transactional approach with Pacific partners. Its relationships with Kiribati and Cook Islands have deteriorated markedly in the last few weeks, following what could be termed “assertive” actions by Pacific leaders. After months of trying, New Zealand’s Deputy Prime Minister and Foreign Minister Winston Peters was all set to meet President Taneti Maamau in Kiribati in January. The arrangements were upended at the last minute resulting in a public diplomatic tiff. Peters has now initiated a review of New Zealand aid to Kiribati as an expression of his frustration. Meanwhile, Cook Islands’ Prime Minister Mark Brown also raised the ire of Wellington. Peters has claimed that there was insufficient consultation by Cook Islands (which is in free association with New Zealand) about entering into a strategic partnership agreement with China and signing of other MOUs. Peters has now called for a “reset” of the relationship. Whilst much has been made of the geopolitical aspects of these tensions, the most significant implications are in the domestic spheres.  In Kiribati, opposition leader Tessie Lambourne has argued that the falling out with New Zealand is part of a pattern of isolationism on the part of Maamau, which is harming the interests of the i-Kiribati population. His government switched allegiance from Taiwan to China in 2019 and has become increasingly withdrawn, including a ban on diplomatic visits last year. A New Zealand aid cut would have a significant impact on health, education, and climate resilience projects in Kiribati. In Cook Islands, Brown’s bullish approach has come back to bite him. Last week around 400 people marched in protest, and he faced a motion of no confidence in the Parliament, which failed. Whilst the strategic partnership with China was part of what prompted Cook Islanders to take the streets, they were also enraged at the debacle surrounding Brown’s attempt to introduce a Cook Islands passport, in addition to the New Zealand passport they currently hold. The geostrategic environment in the Pacific is becoming increasingly complex and the tempo of bilateral offers shows no sign of slowing. The calculated nature of relations offered by partners poses a huge challenge to Pacific leaders, negotiating in relative isolation, often in secret, while they try to maintain their “friends to all, enemy to none” positions. Pacific states will have to work harder than ever and expend precious resources to strike the right balance as they assert their agency while managing strategic partnerships. Copyright ©2015-2024, BenarNews. Used with the permission of BenarNews.

Diplomacy
Ottawa, Canada. August 14th, 2021.  End War in Afghanistan protest from local diaspora. Signs asking to Save the country and children

The Taliban’s long game out of isolation

by Kalicharan Veera Singam

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском In Brief Despite its increasingly repressive domestic rule, more countries than ever are engaging with Afghanistan’s Taliban rulers. India’s first official meeting with the Taliban in January 2025 encapsulates a broader global trend of once-reluctant countries now engaging with the Taliban. Credible terrorism concerns, worsening humanitarian conditions and geopolitical rivalries are pushing governments toward quasi-acceptance and recognition of Taliban rule. When the Taliban took over Afghanistan in 2021, the prevailing sentiment was that the regime would be an international pariah if it did not moderate its hardline positions. The Taliban’s violent past also made it inconceivable for some states to engage with it as the government of Afghanistan. Despite the Taliban’s repressive rule worsening considerably since it seized control in 2021, with restrictions on women taken to a new extreme and the reintroduction of brutal punishments for alleged moral crimes, the regime is overcoming its international isolation. More governments are prepared to look past the ethical dilemma of dealing with the Taliban and quasi-recognise it as the government of Afghanistan. India stepped up its outreach to the Taliban in January 2025, with India’s Foreign Secretary Vikram Misri and Afghanistan’s acting Foreign Minister Amir Khan Muttaqi holding their first meeting. This is the highest level meeting between the two sides since India began small and indirect engagements with the Taliban after its return to power in 2021. For the Taliban, its meeting with India’s foreign secretary is a major diplomatic breakthrough given its tense and fractious relations with India since the 1990s. After this January 2025 meeting, the Taliban referred to India as a ‘significant regional and economic partner’. The sea change in relations likely stems from New Delhi not sensing any significant terrorist threats from the Taliban or groups allegedly linked to the Taliban. Worsening Taliban–Pakistan relations may have played a role in India’s outreach to the Taliban. Pakistan firmly backed the Taliban when it was mounting a comeback in Afghanistan. But since the Taliban’s return, border disputes and the rise of Pakistani Taliban militancy inside Pakistan have sent their relations into a downward spiral. The souring Pakistan–Afghanistan relations suggest New Delhi’s interests may not be as affected as feared when the Taliban took over in 2021. Despite India’s growing outreach, its relations with the Taliban are still very calibrated and limited — paling in comparison to China’s. Yet India’s outreach may be more diplomatically significant for the Taliban than China’s as it sets a precedent for Western democracies that also seek to strike a balance between not recognising the Taliban as the legitimate government, while engaging with it on necessary matters. Western governments, particularly the United States, were unfazed by some of India’s initial engagements, but now seem to recognise the necessity of limited engagements with the Taliban. It was revealed in January 2025 that the former Joe Biden administration negotiated with the Taliban to secure the release of two US prisoners in Afghanistan. In 2024, the Biden administration debated expanding direct engagements and cooperation with the Taliban to mount more effective counterterrorist activities. The return of US President Donald Trump is likely to change US–Taliban relations. Under Trump’s first administration, the United States pursued talks with the Taliban, culminating in the 2020 Doha Agreement that facilitated the US withdrawal from Afghanistan. Trump’s return increases the possibility of greater US engagements with the Taliban, though it has also created uncertainties. President Trump was critical of how the US departure from Afghanistan was handled under the Biden administration. In January 2025, Trump said that the Taliban needed to return US military equipment in Afghanistan as a precondition for future financial assistance. The Taliban have also said that they seek a ‘new chapter’ in their relations with the United States under the second Trump administration. The biggest roadblock for the West engaging with the Taliban has been its repressive policies and human rights violations. But there are now compelling reasons for the West to engage with the Taliban. Western sanctions, in addition to having no effect on the Taliban’s draconian governance, have worsened humanitarian conditions in Afghanistan. Despite the sanctions’ ineffectiveness, it is unclear whether the West would go as far as to lift the sanctions. Instead, Western countries might find ways to work with the regime on specific issues. Foremost among these issues is addressing the growing presence of terrorist groups in Afghanistan — such as Al-Qaeda, a Taliban ally, and the reviving Islamic State–Khorasan Province. The growing Chinese influence in Afghanistan also has Western countries concerned that turning their backs on Afghanistan may work to China’s advantage. China perceives Afghanistan as a gateway for China’s Belt and Road Initiative projects in Central Asia and seeks to exploit the country’s vast and untapped natural reserves. Though more governments are now prepared to engage with the Taliban, the Taliban’s most strategic relationship will likely remain with China. China–Taliban relations are comprehensive and long-term, spanning economic, political and security cooperation. China does not recognise the Taliban but was the first to accept a Taliban envoy. China and the Taliban have inked several notable agreements, including China granting the Taliban tariff-free trade access in October 2024, which could provide an economic boost to the cash-strapped regime. But China’s relations with the Taliban are also not without problems. Some Afghanistan-based terrorist groups have China on their radar and pose security concerns in the sensitive Chinese border provinces. The Taliban’s affiliates have previously attacked Chinese interests in neighbouring Pakistan. Despite these concerns, Beijing appears committed to strengthening its relationship with the Taliban, focusing on mutual security, technological exchanges and investments. Another diplomatic breakthrough for the Taliban is its improving relations with Russia. Russia invited the Taliban to the Saint Petersburg International Economic Forum, among other meetings held in Russia in 2024. Russia also decided to remove the Taliban from its list of terrorist organisations. These overtures suggest Russia is seeking closer relations with the Taliban. The Taliban played a long waiting game, biding its time since the US invasion of Afghanistan in 2001. It ultimately prevailed by returning to power as soon as the United States withdrew 20 years later. Growing diplomatic engagements prove that the Taliban is again capable of playing a long game to wear down governments into a quasi-acceptance and recognition of its draconian rule. https://doi.org/10.59425/eabc.1741341600

Defense & Security
Toy soldier on Euro bills banknotes with the European flag. Concept of Rearming plan of Europe.

The ReArm Europe Plan: Squaring the Circle Between Integration and National Sovereignty

by Federico Santopinto

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском In response to the weakening of the Atlantic Alliance and the challenges posed by the war in Ukraine, the Europeans have announced their intention to rearm, leveraging the European Union (EU) as part of this effort. To fully grasp the dynamics unfolding in Brussels—particularly regarding military financing—and to bring order to the myriad of initiatives launched in this field in recent years, it is essential to take a step back. ReArm Europe: Prioritizing National Over European Financing For several years now, the EU has developed new competencies to support and strengthen Europe’s defense industrial base. Since 2017, it has introduced various programs aimed at funding collaborative defense projects among member states, including the European Defence Fund (EDF) and the upcoming European Defence Industrial Programme (EDIP)—the latter still under negotiation. These programs, managed by the European Commission and financed through the EU’s ordinary budget, have remained relatively limited in scope. So far, member states have been reluctant to allow the European executive to gain too much influence in this area, which they consider a matter of national sovereignty. However, the evolving geopolitical landscape—particularly the rapprochement between the United States and Russia—has underscored the urgency for European countries to pursue strategic autonomy by increasing their military spending and by joining forces through their common defense policies. Consequently, they have asked the Commission to explore ways to support defense sector investments while maintaining national control over decision-making. On March 6, 2025, the Commission proposed a plan called ReArm Europe, in an attempt to square the circle desired by the Member States, namely reconciling the principle of national sovereignty with the need to act together. At this stage, the plan does not directly expand the existing EU defense support programs, such as the EDF or the future EDIP. Decisions regarding funding for these programs will be made in the coming months as part of the negotiations for the next Multiannual Financial Framework (2028–2034). Instead, ReArm Europe focuses on facilitating national military budget increases while ensuring a degree of European coordination. Five Key Measures of ReArm Europe To achieve this balance, the Commission has proposed five key measures: • Activating the Stability and Growth Pact’s escape clause—which allows member states to exceed deficit and debt limits during crises. Under this proposal, countries could be allowed to increase their military budgets to up to 1.5% of GDP without this expenditure being counted in their national deficits. This measure could generate an estimated €650 billion over four years for defense spending.• Raising €150 billion through EU-issued bonds, which would then be lent to member states at low-interest rates and with long repayment terms. This funding would support pan-European military projects, such as air defense systems, by pooling demand and enabling joint procurement. Some of the military equipment financed through this mechanism could also be sent to Ukraine.• Facilitating the use of cohesion funds for defense investments. In this regard, it should be recalled that Member States remain free to decide whether or not to use the cohesion funds due to them for defense. These, in fact, must finance projects that are identified by the Member States and their local entities, although they must subsequently be approved at EU level.• Creating a European savings and investment union to encourage private financial institutions to support the military industry—something they have been reluctant to do.• Expanding the European Investment Bank’s (EIB) role in defense financing. Currently, the EIB can only fund dual-use (civilian and military) projects. The proposal seeks to lift restrictions on military financing entirely. However, this issue has been debated for years, and since the EIB’s board of directors comprises member states that make decisions unanimously, the Commission has no direct authority over this matter. The Risk of a Counterproductive Outcome The plan could undoubtedly strengthen European defense, but it could also weaken it. Much will depend on the technical details, as yet unknown, that will be adopted to implement it. To understand this point, it is worth recalling that the ultimate purpose of EU action on armaments is to reduce the fragmentation of the European defense industrial base, in order to consolidate it and make it more competitive. The EU must create a critical mass in terms of defense capabilities and technologies that will enable Europeans to stand up to the world’s major powers together. However, if ReArm Europe simply leads to increased national military spending without coordination or a common EU strategy, it could produce the opposite of the intended effect. In such a scenario, each country would finance its own defense industry in isolation, exacerbating fragmentation and duplication of efforts, rather than strengthening Europe’s collective military capabilities. Difficult Questions That Are Still Waiting for an Answer The technical and regulatory details that will be adopted to implement the ReArm Europe plan will determine whether it will serve a European strategy or whether it will be nothing more than a futile attempt to water the desert sand. Several contentious issues remain to be addressed—particularly regarding the proposed exemption from the Stability and Growth Pact. These questions can be grouped into three main categories: What Types of Defense Expenditures Will Be Exempt from Deficit Calculations? The EU must clarify which military expenditures will be excluded from national deficit calculations and which will still count: Will ReArm Europe apply only to investment spending (e.g., R&D, acquisitions), or will it also cover operational costs (e.g., salaries, training, deployment expenses)? 1.Under What Conditions Will Defense Spending Be Exempt? The EU will also have to define the conditions under which arms expenditure will not be taken into account in the deficits: • Will Member States have to invest in equipment identified as a priority at EU level, or will they be able to finance whatever they want without coordination within the EU?• Will they have to do so through trans-European collaborative projects or not?• What about European preference and eligibility criteria? Will they have to use this money to produce or purchase European equipment, or will they also be able to equip themselves abroad? Who Will Decide? Finally, the issue of decision-making power remains unresolved: • To what extent will the European Commission have discretion in determining which military expenditures qualify for exemption?• Will the Commission have the authority to reject certain expenditures if they do not align with EU strategic objectives?• For EU-backed loans, how will the projects to be financed be selected? The negotiations that will have to be initiated within the EU to answer these questions will not be easy. Behind their bureaucratic appearance lie the perennial political and existential challenges that have plagued European defense since its inception: What level of integration are the member states prepared to accept? What role should Brussels and the Commission play? The squaring of the circle is far from resolved.