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Energy & Economics
Coal powered thermal power plant. Chimney emitting smoke and cooling tower emitting steam. The lake near the electricity generating power plant showing reflections.

Nuclear Power and the Global South

by Elizaveta Likhacheva , Vladimir Likhachev

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The role of nuclear power in the world’s energy mix has long been a topic of intense debate among experts, politicians and business leaders. In the mid-20th century, it was seen as a key solution to meeting global energy needs. However, these expectations were undermined by various factors, including the serious consequences of accidents at nuclear power plants. As a result, some developed nations with operational nuclear power plants decided to decommission them, while others, mainly in the developing world, put plans for new nuclear power projects on indefinite hold. Recently, there has been a resurgence of interest in nuclear power, primarily in the Global South. In this article, the conventional concept of the Global South refers to countries in Central and South America, Africa, the Middle East and Asia (including China and India, but excluding the post-Soviet states and OECD nations). From an energy perspective, the countries in this group are primarily interested in ensuring a stable energy supply as well as energy security and, as a consequence, achieving high growth rates in energy and electricity consumption. An analysis of numerous global and regional energy development forecasts published in 2023–2024 suggests that by the middle of the 21st century, global electricity demand will increase by around 1.8–2.5 times, depending on the development scenario, which considers such factors as growth rates of the global/regional economy and population, development of new technologies, effectiveness of energy efficiency programs and more. All the forecasts agree that countries of the Global South are projected to contribute around 80% of growth in electricity demand, with China alone making up over 45% of the global growth total. India will play a comparatively smaller role in this process, accounting for around 15–18% of the total increase. The vast majority of forecasters point to a global trend toward the development of renewable energy sources (RES), particularly solar and wind power. The growing use of renewables is expected to facilitate the implementation of low-carbon development programs, to which most nations, including those belonging to the Global South, have pledged their commitment. However, the crucial element of global energy policy today is recognizing nuclear power as one of the key tools in the effort to reduce greenhouse gas emissions and, consequently, achieve climate goals. At COP28, twenty-five nations pledged to triple their nuclear power capacity by 2050. This was the reaction of the world community to the fact that the European Commission’s decision to include nuclear power in the “green taxonomy” had cleared all EU bureaucratic hurdles and had finally come into effect. The declaration to triple nuclear power capacity by 2050 aims to accelerate the decarbonization of the global economy and reduce greenhouse gas emissions to achieve the goals of the Paris Agreement. Some countries of the Global South, such as Ghana, Jamaica, Mongolia, Morocco and the UAE, have also endorsed this declaration. Specifics of nuclear power generation Electricity generation at traditional large nuclear power plants (NPPs) often comes with higher costs compared to the most common carbon-free alternatives. It also requires significant upfront capital investment and careful site selection. Building large NPPs is a long and sluggish process that can take up to 20 years to complete. This involves addressing a number of complex issues, which include selecting the reactor type, securing nuclear fuel supply and organizing safe disposal of radioactive waste. For most countries of the Global South, ensuring that the planned NPP capacity is compatible with the parameters of the national energy system is especially important. They must also account for the possibility of temporary shutdowns of NPPs without the risk of disrupting the entire grid. Given the limited scale of the national energy sector, the construction of a large NPP seems inexpedient; therefore, exploring new types of nuclear power facilities, such as small modular reactors (SMRs), appears to be a promising solution. For the Global South, SMRs offer considerable advantages, as they significantly reduce construction and payback periods while increasing investment attractiveness. Unlike solar and wind power, NPPs can operate continuously, requiring only intraday balancing, which leads to significant cost savings due to reduced requirements for redundancy and storage capacity. Another advantage of nuclear power is the immense energy density of the fuel used. One kilogram of uranium enriched to 4%, when fully burned out, produces as much energy as burning 100 tonnes of high-grade coal or 60 tonnes of oil. In addition, nuclear fuel can be reused after regeneration. Fissile material (uranium-235) can be recycled, unlike ash and slag left from fossil fuel combustion. With the development of fast neutron reactor technology, a transition to a closed fuel cycle is possible, eliminating waste entirely. Limitations of nuclear power generation The energy transition and the development of new energy technologies are fundamentally reshaping the energy mix. Increased production of green hydrogen, decarbonization of the transport sector and power supply for electric vehicle batteries and hydrogen fuel cells will require clean energy sources. RES, including solar and wind power, among others, may not fully support this transition due to intermittency issues and low-capacity utilization rates, so nuclear power may become another potential source of clean energy. Licensing reactor designs can be an important issue. Developing countries generally lack the necessary expertise to do this, so they have to rely on licensing from nations such as the United Kingdom, the United States, France, Russia and China. One of the key problems faced by countries of the Global South when planning NPP construction is a lack of funding due to limited state budgets or private resources. Under these circumstances, they are compelled to seek external financing, but securing it is quite difficult when sovereign credit ratings are low or there are difficulties in accessing funds from national and international financial institutions. Development of the nuclear power sector in the Global South While the path to financing nuclear power in emerging economies is challenging, the potential benefits promise significant outcomes, including addressing the issue of balancing the energy mix dominated by RES. With effective investment mechanisms, nuclear power can play a critical role in meeting growing energy needs and achieving low-carbon development goals. In 2023, there were 413 operational nuclear reactors worldwide, with a total installed capacity of 372 GW. Most of them were concentrated in North America, Europe and developed Asian nations. In the Global South (eight countries), there were 91 reactors in operation (22% of the total number in the world), with an installed capacity of 73 GW. As shown in Table 1, the current contribution of countries in the Global South to the world’s nuclear power generation is relatively modest. But things look very different when we consider the number of reactors under construction, which stands at 41 (or around 70% of all units under construction globally) in countries of the Global South. The number of countries in the region with NPPs is also rising (up to 10). China and India are the region’s leaders in nuclear power and are set to stay at the top through 2050. Table 1. The number of reactors in countries of the Global South   Source: World Nuclear Performance Report 2024 According to most forecasts, the growth of the total installed capacity of NPPs worldwide will reach an average of 800 GW by 2050, which is almost twice the total installed capacity of NPPs in 2023. However, the range of these forecasts varies significantly depending on the scenario under consideration (see Fig. 1). The uncertainty in the estimates of growth prospects for nuclear power arises from many factors. Unlike wind, solar and battery power, which play a key role in achieving ambitious climate goals and have become increasingly affordable over the past decades, the execution of NPP construction projects is frequently plagued by budget overruns and delays. This trend is particularly evident in projections of nuclear power development across the Global South. Fig. 1. Projected nuclear capacity additions worldwide under various scenarios of the International Energy Agency (IEA) through 2035.   Source: IEA World Energy Outlook 2024 The analysis of the global energy development forecasts suggests that electricity generation at NPPs is expected to rise by 2.4–3.2 times in developing Asian countries, primarily driven by China and India, by 2.5–3.7 times in Africa and by 4.4–7.7 times in the Middle East (Table 2). Table 2. Scenario projections of nuclear power generation at NPPs in the Global South   Source: IEA World Energy Outlook 2024 Opportunities for Russia The global push for nuclear power development offers additional opportunities for Russian company Rosatom to expand its activities in this market. In recent years, Rosatom has become a leader in providing nuclear power technologies to countries of the Global South, steadily expanding its presence in Latin America, the Middle East, Africa and Asia. This strategy is backed by significant state support and makes it possible to find new partners and offer a wide range of nuclear technologies. Rosatom stands out as the only company in the world capable of providing all elements necessary for creating comprehensive national programs for nuclear power development. The state nuclear corporation has repeatedly won bids for reactor construction, positioning itself as a leader in the number of simultaneously executed nuclear reactor construction projects. The company also controls around 20% of the global market for enriched materials for NPP fuel supply. Important forms of promoting Russian nuclear technologies in the energy markets of the Global South include the participation of Russian entities in international organizations such as the IAEA. New platforms for international cooperation include BRICS and BRICS+ formats—in particular, the establishment of a nuclear platform within the group. Russia traditionally holds a strong position in training personnel for the nuclear power sector in the region. The development and introduction of new types of nuclear reactors, including floating NPPs and SMRs—projects that Russia is actively working on—represent promising technological solutions for countries of the Global South. This opens up extra opportunities for Rosatom, as the company can offer cutting-edge equipment to its partners in the foreseeable future and has leading expertise in producing more enriched fuel required for such plants. The shift of leadership in nuclear power development from the Global North to the Global South is a natural process of transformation in global energy markets in the years to come, presenting new opportunities for Russia, which possesses the necessary technologies.

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

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

by Armando Alvares Garcia Júnior

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

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

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

by Mazlum Özkan

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

Defense & Security
Flag of Palestine and The State of Qatar National flag.

Political Insights (11): Determinants of the Qatari Policy on Operation al-Aqsa Flood

by ‘Atef al-Joulani

Introduction Qatar emerged as a key player during Operation al-Aqsa Flood conflict, solidifying its role as the leading mediator in the region’s crises and conflicts. Despite the potential challenges posed by the operation on 7/10/2023, given Qatar’s hosting of much of the Hamas leadership, it effectively transformed this challenge into an opportunity. This bolstered Qatar’s influence, strengthening its political standing on both regional and international fronts. First: Determinants of the Qatari Position The Qatari stance on Operation al-Aqsa Flood was shaped by several key factors, foremost among them: 1. Qatar’s unwavering commitment to the Palestine issue and its consistent support for Palestinians in both the West Bank (WB) and Gaza Strip (GS). Alongside significant contributions to the Palestinian Authority’s (PA) budget, the Qatari grant, ongoing since 2018, has been a crucial financial resource in bolstering the resilience of the people of GS against the severe blockade imposed on them since 2007. 2. Qatar’s proactive policy and continuous ambition to enhance its regional and international presence and political influence have been evident through its strategy of serving as a mediator in various conflicts. Over the past years, this approach has solidified Qatar’s reputation as a trusted and preferred mediator, particularly by the US, as demonstrated in its mediation efforts between the US and the Taliban, Iran and Venezuela. Its recent attempts to mediate between Palestinian resistance movements and Israel represent the culmination of a sustained record of diplomatic successes. 3. Qatar’s openness to various Palestinian factions, its ability to maintain positive and balanced relations, and its hosting of Hamas’s political bureau since 2012 have significantly contributed to building strong ties with the movement. This, in turn, has bolstered Qatar’s role and influence in the Palestinian issue, establishing it as a preferred mediator for Hamas, which has openly expressed appreciation for Qatar’s efforts to support the Palestinian people and to manage constructive and neutral mediation during critical phases. 4. Qatar’s strategic relations with the US have enabled it to play significant roles in the Palestine issue, including hosting Hamas leadership under Qatari-US agreements. In 2022, US President Joe Biden designated Qatar as a major non-NATO ally. 5. Qatar possesses many elements and tools of influence and soft power in the diplomatic, media and economic fields, and its success in utilizing its soft power efficiently has contributed to many political achievements. Second: Aspects of Qatari Position Regarding Operation al-Aqsa Flood Although Qatar, like other political actors, was initially taken by surprise by Operation al-Aqsa Flood, it swiftly adapted to the evolving situation. Key aspects of Qatar’s response during Operation al-Aqsa Flood include: 1. Qatar condemned the Israeli war on GS, attributing the escalation and regional instability to Israeli policies. It also denounced the massacres and acts of genocide committed by the Israeli forces against the Palestinian people in both GS and WB. 2. Throughout Operation al-Aqsa Flood, Qatar consistently called for a ceasefire, de-escalation and the restoration of calm in the region. The country actively engaged in political and diplomatic efforts to halt the aggression against Gaza and played a prominent role in the joint extraordinary Arab and Islamic Summit held in Riyadh on 11/11/2023. Qatar also pushed for concrete actions to stop Israeli crimes. During his speech at the summit, the Emir of Qatar stated, “You all know the position and feelings of our people regarding what is happening…. we must take deterrent steps to stop the ongoing war crime, in a way that will also project the weight and leverage of Islamic states.” 3. Qatar addressed the political and media campaigns that sought to incite against it and blamed it for the 7/10/2023 attack due to its hosting of Hamas leadership and financial support for GS with calmness and resolve. On 13/10/2023, Qatari Prime Minister Mohammed bin Abdulrahman Al Thani stressed that the “State of Qatar’s commitment to its role as a partner in peacemaking and a mediator in resolving conflicts should not be used to harm its reputation by leveling accusations that were proven to be false and the bad faith of its promoters exposed.” A statement from the Qatari Foreign Ministry on 16/10/2023 clarified that “Qatar is not a financial backer of Hamas. It provides aid to Gaza, and the destination of the money is crystal clear.” “Qatari aid to the Gaza Strip is fully coordinated with Israel, the United Nations and the United States.” 4. During the crisis, Qatar’s most notable official role was its active diplomacy and leadership in mediating a ceasefire and facilitating prisoner exchange deals between the Palestinian resistance and Israel, with direct US supervision and sponsorship. 5. The Qatari media played a pivotal and influential role during the war, effectively delivering detailed on-the-ground reports and covering political and popular movements both within and beyond Palestine. This represented a significant milestone in media coverage of the war’s developments. In response, on 5/5/2024, the Israeli government unanimously voted to shut down Al Jazeera’s operations in the occupied territories and confiscate its television equipment, citing allegations of incitement and threats to national security. Third: Projections Qatar’s numerous achievements in political mediation underscore the success of its strategy, which emphasizes building long-term relationships with diverse global actors. This approach has afforded Qatar significant leverage, enabling it to effectively mediate many crucial issues. Moving forward, Qatar is anticipated to continue its strategic and active mediation efforts, aiming to secure a ceasefire agreement in GS, despite the obstacles posed by Benjamin Netanyahu’s intransigence and his insistence on continuing aggression. The effect of possible regional escalation on Qatar’s mediation efforts is still unclear, especially if Israel ramps up its confrontation with Iran and Hizbullah in the wake of the recent assassinations of Hamas political bureau chief Isma‘il Haniyyah and Hizbullah military official Fuad Shukr. Additionally, the potential impact of a Donald Trump victory in the upcoming US presidential election on Qatar’s diplomatic and mediation roles in the Palestine issue remains uncertain. 

Energy & Economics
Growing chart against the background of the China flag candlestick graph Stock market exchange and graph chart business finance money investment on display board. vector design.

China’s Growing Role in Central Asia

by Akanksha Meena

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском In response to its recent retaliatory tariffs on US energy imports, a delegation of major Chinese energy firms visited Kazakhstan in February 2025 to explore new trade opportunities. It was led by the China Council for the Promotion of International Trade (CCPIT), which focused on diversifying supply chains and reducing dependence on western markets. The visit highlights Beijing’s commitment to deepening economic ties in Central Asia through trade, infrastructure investment, and energy cooperation amidst the escalating tensions between China and the West. Traditionally, Russia exerted a dominant influence in Central Asian countries due to its Soviet-era legacy and security ties. However, China’s Belt and Road Initiative (BRI) and expanding economic partnerships with Central Asian nations have established Beijing as a key player in the region. As US presence has diminished, and Russia remains preoccupied with its conflict in Ukraine, China has leveraged economic partnerships, infrastructure projects, and strategic diplomacy. China has emerged as Central Asia’s primary trade partner, even surpassing Russia in economic influence. In 2023, trade between China and Central Asia reached $89.4 billion, reflecting a 27% increase from the previous year. This surge highlights China’s efforts to solidify its economic presence through investments, trade agreements, and infrastructure projects. Kazakhstan remains Beijing’s most significant economic ally in the region, with trade reaching $43.8 billion by the end of 2024, a 9% rise from 2023. Likewise, Uzbekistan has upgraded its ties with China to an “all-weather” comprehensive strategic partnership, aiming to boost trade from $14 billion to $20 billion. Chinese investments in Uzbekistan’s renewable energy sector have grown fivefold, underscoring Beijing’s focus on sustainable development. Infrastructure development is a cornerstone of China’s engagement in Central Asia. The China-Kyrgyzstan-Uzbekistan (CKU) railway is a flagship project designed to provide China with a direct access route into the region, reducing dependence on Russian transit networks. China, Kyrgyzstan, and Uzbekistan signed a trilateral agreement that will carry out the project in June 2024. This aligns with Beijing’s broader goal of diversifying trade routes, particularly amid global disruptions such as Houthi attacks in the Red Sea. China has expanded its influence and investments in the energy industry, extending its reach beyond transportation infrastructure. The China-Central Asia Gas Pipeline, spanning Turkmenistan, Uzbekistan, Kazakhstan, and China, is crucial to Beijing’s energy security strategy. This infrastructure ensures a steady supply of natural gas while providing Central Asian states with an alternative to Russian-controlled routes. In October 2023, KazMunayGas (KMG) and China National Chemical Engineering Group Corporation (CNCEC) agreed to construct a gas turbine power plant at the Atyrau oil refinery. This facility aims to enhance power supply reliability and support the energy needs of the Atyrau region.Similarly QazaqGaz and Geo-Jade Petroleum Corporation are set to develop the Pridorozhnoye gas field in Turkistan Region. China National Petroleum Corporation (CNPC) is implementing four oil and gas projects in collaboration with Kazakhstan’s Samruk-Kazyna. On a regional scale, PetroChina plans to resume construction of Line D of the Central Asia–China Gas Pipeline in 2025, pending the finalization of a gas supply contract with Turkmenistan, further strengthening China’s energy ties with the region. In Kyrgyzstan and Tajikistan, Beijing plays a dominant role in the extraction of essential minerals, while its economic ties with Kazakhstan continue to strengthen. China’s molybdenum imports from Kazakhstan increased to around $19.6 million in 2022, demonstrating the country’s reliance on Kazakh resources. Meanwhile, 1.5% of Tajikistan’s total exports to China were zinc, and 17.5% were copper, demonstrating China’s rising influence over Central Asia’s minerals and the potential for raw material exploitation in Central Asian countries. Despite China’s growing economic footprint, Central Asian states remain cautious about excessive dependence and actively seek to diversify their partnerships, including engagement with the United States. Beijing has heavily invested in Kyrgyzstan and Tajikistan, financing essential infrastructure projects such as roads, bridges, hospitals, and government buildings. These investments reflect China’s broader strategy of fostering economic development as a means to ensure regional stability. By funding key projects, Beijing not only stimulates economic growth but also deepens its political influence by cultivating relationships with local elites. Chinese direct investments in Kyrgyzstan reached $220.8 million in 2023. Specifically, China has been involved in the construction of roads and infrastructure, and Bishkek, China provides grants for the construction of interchanges to solve traffic jams. China and Kyrgyzstan have extended their Belt and Road Initiative (BRI) cooperation until 2026, aligning the infrastructure project with Kyrgyzstan’s national development strategy. China has been the largest national contributor to Tajikistan’s expanding transport infrastructure, accounting for 26 percent of the total value, or $570.2 million. Of this, $37 million has been provided in grants, while the remaining $533.2 million were loans. China has committed $230 million in funding to Tajikistan for the construction of a new parliament  building. The 2023 China-Central Asia summit in Xi’an marked a turning point in Beijing’s regional strategy. Historically, China engaged with Central Asian states through the Shanghai Cooperation Organization (SCO), where Russia played a significant role. However, the establishment of an independent China-Central Asia summit signals Beijing’s growing assertiveness in the region and a strategic shift toward reducing Russia’s traditional influence. In May 2023, President Xi Jinping hosted leaders from Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan, and Uzbekistan for the inaugural  China Central Asia summit, which took place in Xi’an, Shaanxi Province. China announced during the summit that it would upgrade bilateral investment agreements, introduce more trade facilitation initiatives, speed up the construction of the D-line of the China-Central Asia gas pipeline, and give Central Asian countries 26 billion in financing support and non-reimbursable assistance. Kazakhstan will host the next summit in 2025–2026. At the summit, China pledged substantial development aid, expanded energy partnerships, and strengthened security cooperation, reflecting its broader commitment to regional stability and economic integration. Although China’s engagement in Central Asia remains primarily economic, it is increasingly asserting itself on political matters as well. Beijing has taken diplomatic stances that occasionally diverge from Moscow’s interests. For instance, China has openly supported Kazakhstan’s territorial integrity in response to Russian nationalist rhetoric, Chinese President Xi Jinping declared during his September 14, 2022 visit to Kazakhstan that his country backs Kazakhstan’s independence and territorial integrity and is against any meddling in its domestic affairs. However, despite these political maneuvers, China remains cautious about direct security involvement in the region. While Beijing maintains a military presence in Tajikistan and deploys private security firms to protect its investments, it continues to operate within Russia’s established security framework rather than attempting to supplant it. This cautious approach was particularly evident in China’s limited response to border clashes between Kyrgyzstan and Tajikistan, signalling its reluctance to assume a direct security guarantor role in the region. Meanwhile, Russia’s traditional dominance in Central Asia has weakened due to its ongoing war in Ukraine. Central Asian governments are distancing themselves from Moscow, with Kazakhstan’s President Tokayev openly rejecting Russia’s territorial claims in Ukraine. Moreover , the Eurasian Economic Union (EAEU), Moscow’s regional economic bloc, has struggled to compete with China’s Belt and Road Initiative (BRI), which provides more substantial investments and infrastructure development. As a result, China’s influence in Central Asia continues to expand, filling the gaps left by Russia’s declining geopolitical leverage. While China’s engagement in Central Asia has traditionally focused on economic investments, its security presence is steadily expanding. Beijing has increased arms sales, military cooperation, and counterterrorism efforts. Chinese military exports accounted for only 1.5% of Central Asia’s total arms imports, between 2010 and 2014,  but by 2019, this figure had surged to 18%. In a significant development, in 2021, Tajikistan approved the construction of a new base after an agreement between the country’s Interior Ministry and China’s Public Security Ministry or police force. The fact that the Public Security Ministry, not the Chinese military, signed the agreement indicates that counterterrorism is a priority in the face of growing concerns about instability in neighbouring Afghanistan. This facility enhances Beijing’s security footprint near Afghanistan, a region of strategic concern due to potential instability affecting Xinjiang. Unlike Russia, which maintains a direct military presence, China takes a different approach to security cooperation. Rather than deploying conventional troops, Beijing relies on Private Military and Security Contractors (PMSCs) to safeguard its economic interests and infrastructure projects. These contractors, often led by former Chinese military personnel, protect Chinese investments across Central Asia. While negotiating its non-interference policy’s limitations, these PMSCs handle security concerns ranging from terrorism to local unrest impacting Chinese workers and projects by offering a variety of services such as armed protection, intelligence collection, and military training. In line with its security diplomacy and larger Global Security Initiative, China uses PMSCs to strengthen security cooperation and increase its influence in the region. Companies such as Zhongjun Junhong Group and China Security and Protection Group have established branches in nations like Kyrgyzstan and Tajikistan. China launched the Global Security Initiative (GSI) in 2022, reinforcing its commitment to regional security. The GSI prioritizes sovereignty, noninterference, and counterterrorism collaboration, aligning with the security priorities of Uzbekistan and Tajikistan, which face domestic stability challenges. Beyond military engagement, China has intensified law enforcement cooperation with Central Asian states. Beijing has established intelligence-sharing agreements, police training programs, and cybersecurity initiatives aimed at combating organized crime and terrorism. These efforts serve China’s broader goal of maintaining regional stability while protecting its economic interests. Despite China’s growing economic and security ties with Central Asia, local resistance poses a significant challenge. Public opposition to Chinese investments has been fuelled by concerns over debt dependency, land acquisitions, job displacement, and environmental impact. In 2016, proposed land reforms in Kazakhstan sparked widespread protests across the country, as many citizens feared that the changes would allow Chinese investors to buy large tracts of Kazakh land. The government had introduced amendments to the Land Code, which included provisions for leasing agricultural land to foreign investors for up to 25 years. This led to public concerns about the potential for Chinese ownership of Kazakh land, given China’s increasing economic influence in the region. Demonstrations took place in major cities like Almaty, Atyrau, and Aktobe, drawing thousands of people. The scale of the protests forced the Kazakh government to suspend the reforms and impose a moratorium on land sales to foreigners, highlighting the deep-seated anxieties over national sovereignty and economic dependency on China. Protests occurred in several cities in 2019 including Astana, Almaty, and Zhanaozen in Kazakhstan. Demonstrators opposed Chinese industrial projects, fearing environmental harm and long-term economic dependence on China. There was also widespread suspicion that Chinese investments would lead to land leases or permanent settlements by Chinese workers, further fueling public discontent. In Naryn, Kyrgyzstan, violent protests erupted against a planned $280 million Chinese logistics and industrial project. Protesters were concerned about potential environmental damage, the loss of land to foreign companies, and a perceived lack of economic benefits for local communities. The unrest led to the cancellation of some Chinese-backed projects. China’s treatment of ethnic minorities of Uyghurs, Kazakhs, and Kyrgyz in Xinjiang has further complicated its relations with Central Asian populations. Protests against the mass detentions have mainly occurred in Kazakhstan and Kyrgyzstan. From 2018 to 2019, the activist group Atajurt Eriktileri organized frequent demonstrations in Almaty and Nur-Sultan (Astana), demanding the release of detained ethnic Kazakhs. Since January 2021, relatives of detainees have held weekly protests outside the Chinese Consulate in Almaty. In Kyrgyzstan, smaller protests took place in Bishkek in February and December 2019, where activists urged the government to act against China’s repression. China’s growing trade, security, and political influence in Central Asia is a key testing ground for its broader geopolitical ambitions. The future of this engagement will depend on China’s ability to balance its economic interests with local concerns, ensuring that its expanding role contributes to stability rather than fostering tensions. Beijing’s influence in Central Asia is steadily increasing, making it a dominant economic and security partner. Through initiatives like the Global Security Initiative (GSI), the Belt and Road Initiative (BRI), and the China-Central Asia (C+C5) mechanism, China has deepened its presence by offering financial investments, security cooperation, and diplomatic engagement. This approach has been well-received by Central Asian governments, which seek economic growth and stability. Although Russia remains a major geopolitical actor in the region, its influence is diminishing as China’s economic power continues to rise. Beijing’s emphasis on respecting sovereignty and promoting development has helped solidify its relationships with Central Asian states. However, challenges such as local resistance to Chinese investments and potential geopolitical tensions with Russia persist. The long-term success of China’s regional strategy will depend on its ability to manage these complexities while maintaining its strategic foothold. The text of this work is licensed under a Creative Commons CC BY-NC 4.0 license.

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

Goma, the City on the Volcano

by Nikita Panin

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

Diplomacy
US (United States) VS EU (European Union) flags painted on broken wall with cracks background, abstract politics conflicts concept

US-Europe: our paths are splitting

by Jean-Pierre Maulny

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском It was to be expected, and we were poorly prepared for it, Donald Trump’s phone call to Vladimir Putin has undoubtedly ended 75 years of transatlantic relations. We, the French, had long warned that our security interests with the United States were not always aligned and that these differences could lead to serious disputes. There was the Suez Canal in 1956, there was Iraq in 2003, and there was, in a more moderate sense, Macron’s brain-dead stance on a dispute arising from Turkey’s actions in Syria in 2019. From now on, there will be February 12, 2025. But today, the situation is more serious because it is the security of Europe itself that is at stake, the very security that forms the heart of the existence of the Atlantic alliance. One can understand that the war in Ukraine is unwinnable and that a solution must be found to stop this war. One can understand that Ukraine’s accession to the North Atlantic Treaty Organization (NATO) is a red line for Russia. One can also understand that the United States wants Europeans to take a more significant share of the burden of their defence. However, the problem is that the United States made Ukraine’s NATO membership a goal of the Atlantic alliance at the NATO summit in Bucharest in 2008, against the advice of France and Germany at the time, thus worsening a relationship with Russia that was already deteriorating. The problem also is that Trump wants to negotiate peace between Ukraine and Russia without inviting the European Union and other European countries to the negotiating table, while Europe’s security is at stake. The risk is now clear: a form of bilateral agreement between the United States and Russia, benefiting the interests of both countries, could leave Ukraine severely weakened and an easy prey for Moscow, thereby weakening other European countries consequently. As a consolation prize, we will have to ensure Europe’s conventional security, as US Secretary of Defence Pete Hegseth announced to Europeans at the opening of the NATO ministerial meeting held in Brussels on 12–13 February 2025. This situation will place Europeans in a terrible dilemma: Either they do not wish to give security guarantees to Ukraine and completely discredit themselves in the eyes of powers such as the United States, Russia, and China, as Europeans will have shown that they are unable to defend the continent, while also creating a significant long-term risk to Europe’s security.Or they provide security guarantees to Ukraine, accepting the cost of a financial burden that will affect the European Union’s competitiveness in the long term.In light of this situation, some advocate for the establishment of a European pillar within NATO. This solution, however, seems outdated given the new context. If one considers that the United States is negotiating peace in Europe without and against the Europeans, and that they no longer wish to defend Europe with conventional military means (will they respect the NATO Defence Planning Process?), it is better for Europeans to fully take on Europe’s security. This would mean taking control of NATO: Europeans must quickly discuss this option and communicate their decision to Secretary General Mark Rutte. It will also be easier to make NATO and the European Union work together with a more Europeanised organisation.

Defense & Security
AI Military

The Militarisation of AI and Evolving Nuclear Doctrines in South Asia: Challenges and Implications

by Dalir Khan

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The integration of Artificial Intelligence into military frameworks by India and Pakistan is reshaping regional security dynamics, fueling a doctrinal shift with profound implications for strategic stability. As AI-driven systems enhance military capabilities, the accompanying risks of miscalculation, escalation, and ethical dilemmas demand urgent dialogue and regulatory measures to mitigate potential conflict. The rise of Artificial Intelligence (AI) as a transformative technology has reshaped global dynamics across various domains, including national security. As states increasingly incorporate AI into military frameworks, the implications for strategic stability, particularly in nuclear-armed regions like South Asia, are profound. The militarisation of AI by India and Pakistan, underpinned by their historical rivalry, is catalysing a doctrinal evolution with both opportunities and risks for regional security. AI is becoming a cornerstone of military innovation in South Asia with capabilities of autonomous weapons systems, surveillance technologies, and decision-making frameworks becoming increasingly relevant. The development of Lethal Autonomous Weapon Systems, often termed “killer robots,” epitomises the dual-use nature of AI—it offers strategic advantages but also raises concerns about malfunction, miscalculation, and escalation. These concerns are amplified when AI technologies are integrated into nuclear and conventional military frameworks, especially in volatile regions like South Asia. India’s AI-driven military modernisation India has positioned AI as a central element of its strategic ambitions, supported by initiatives such as the Defense AI Council and the establishment of the Centre for AI and Robotics (CAIR) under its Defense Research and Development Organization. The country’s AI-focused projects include developing multi-agent robotic frameworks, advanced surveillance systems, and AI-powered drones. Additionally, HAL Tejas, a multi role combat aircraft, has been modernised by CAIR to assists in maintaining Indian Air Force systems. Meanwhile, the acquisition of over five thousand drones in 2016 have come into action in defence frameworks.  The multi-agent robotic drones work in groups by forming teams for swarms. Collaborative efforts with international partners, including Israel and Japan, have further bolstered India’s AI capabilities, including in teaming initiatives. The integration of disruptive technologies has come along way, evolving with doctrinal changes, particularly with the Joint Doctrine of Indian Armed Forces (2017) and the Land Warfare Doctrine (2018). While both included the potential for AI capabilities, the LWD placed specific emphasis on multi-front environmental frameworks, hybrid warfare, and the incorporation of disruptive technologies in the military domain to secure strategic edge. The deployment of AI-enabled systems along sensitive borders, such as its northwestern frontier with Pakistan, underscores an intent to enhance both offensive and defensive operations. Pakistan’s Response to AI Militarisation Pakistan has also begun integrating AI into its military strategies, albeit this has taken place at an earlier stage. Initiatives such as the establishment of the Centre for Artificial Intelligence and Computing and the Army Centre of Emerging Technologies highlight Pakistan’s focus on leveraging AI for defense and cybersecurity. Pakistan’s collaborations with China, a global leader in AI, have facilitated the development of unmanned systems and other AI-enabled technologies. For instance, a joint venture with Chinese Chengdu Aircraft Company is helping to develop unmanned aerial vehicles. Meanwhile, Pakistan has purchased from China Cai Hong drones (Rainbow4/CH-4) that can be effectively deployed for strike missions and reconnaissance. Evolving Nuclear Doctrines India’s nuclear doctrine, historically anchored in a no-first-use (NFU) policy, has evolved to reflect greater flexibility and ambiguity. Statements by Indian officials, coupled with advancements in AI and surveillance technologies, indicate a potential shift toward counterforce strategies. This can be assessed from the statements by national security officials, including 2010 national security advisor Shivshankar Menon, who remarked that “India’s NFU doctrine applied to non-nuclear weapons states, implying that the NFU would not apply to Pakistan.” Rajnath Sing, tthe current Indian defense minister, hinted at flexibility of NFU by saying that “India has strictly adhered to this doctrine. What happens in future depends on the circumstances.” Doctrinal transformations, such as the Land Warfare Doctrine further highlights India’s focus on leveraging AI to enhance its strategic edge. These changes, coupled with the deployment of AI-enabled surveillance systems along borders, signals India’s intent to strengthen its deterrence posture while maintaining the flexibility to adapt to emerging threats. Pakistan’s nuclear doctrine has evolved from a first-use policy to a more nuanced approach encapsulated in the Full Spectrum Deterrence and Quid Pro Quo Plus strategies. The policies of quid pro quo plus and full spectrum deterrence conveys that Pakistan would respond to any kind of cross border military adventure from India in more than a tit-for-tat, a clear message that the response would be a notch higher on the escalation ladder while still posturing the threat of nuclear retaliation at every step of the escalation ladder. These frameworks aim to counter India’s conventional and nuclear superiority by maintaining credible deterrence across the escalation spectrum. These include the development of tactical nuclear weapons and advancements in intelligence, surveillance, and reconnaissance capabilities. Challenges and Risks The militarisation of AI in South Asia introduces several challenges, including the erosion of strategic stability, the lowering of the nuclear threshold, and the risk of accidental escalation. AI-driven systems, while efficient, lack the nuanced judgment of human operators. This increases the risk of unintended escalation during crises. Additionally, the integration of AI into nuclear command-and-control systems could compress decision-making timelines, heightening the risk of hasty or ill-informed actions. The proliferation of AI technologies also raises concerns about their acquisition by non-state actors, who could exploit these systems for malicious purposes. Finally, the deployment of autonomous weapons systems poses ethical dilemmas and challenges existing frameworks of international humanitarian law. To address these challenges, it is imperative for South Asian states to adopt regulatory frameworks and confidence-building measures. Potential steps include bilateral and multilateral dialogues. For instance, India and Pakistan could engage in dialogue to establish norms and protocols for the use of AI in military operations. Additionally, transparency initiatives, such as data-sharing mechanisms and joint exercises, can help reduce mistrust and prevent miscalculation. Prioritising AI applications for defensive purposes, such as enhanced surveillance and early warning systems, can also mitigate risks while strengthening deterrence. Conclusion The militarisation of AI is reshaping the strategic landscape of South Asia, driving doctrinal evolution, and altering the balance of power. The integration of AI in the military domain is leading India and Pakistan towards a potentially deepening security dilemma. This demonstrates that South Asia, in the age of AI militarisation, will be dominated by feelings of mistrust and erosion of strategic stability. By fostering dialogue and adopting regulatory measures, South Asian states can ensure that AI serves as a tool for stability rather than a catalyst for conflict. In an era of rapid technological advancement, the imperative to manage AI’s military applications responsibly has never been greater. This article was published under a Creative Commons Licence. For proper attribution, please refer to the original source.

Diplomacy
Flensburg, Germany, Jan. 20, 2025 CDU federal election campaign with Chancellor candidate Friedrich Merz and political celebrities from Schleswig-Holstein

Germany’s chancellor-in-waiting prioritizes ‘real’ independence from the US − but what does that mean and is it achievable?

by Garret Martin

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Germany’s presumptive new chancellor, Friedrich Merz, faces challenges both at home and overseas following his conservative alliance’s election victory on Feb. 23, 2025. A strong showing from the hard-right Alternative for Germany (AfD) – which Merz, in line with other mainstream German parties, refuses to countenance as a coalition party as part of an unofficial “firewall” against extremism – will make forming a functioning government tricky. But in the moments after the election results, it was the future of the European Union and its relationship with America that was his immediate focus: “My absolute priority will be to strengthen Europe as quickly as possible so that, step by step, we can really achieve independence from the USA.” To understand why that is such a concern for Germany now and what “real independence” from Washington means, The Conversation U.S. turned to Garret Martin, an expert on U.S.-Europe relations at American University, for answers. What prompted Merz’s ‘real independence’ line? Presumably it was a response to a series of recent announcements and actions by the Trump administration that have shocked the German political establishment. This includes the sudden revelation that the U.S. would negotiate directly with Russia to end the war in Ukraine, but seemingly without the Europeans or Ukrainians involved. That development went down like a lead balloon in Berlin, especially considering Germany’s significant financial support of Kyiv since 2022. Moreover, the German establishment has also frowned at a series of recent declarations by members of the Trump administration. Vice President JD Vance’s speech at the Munich Security Conference, in which he harshly criticized Europe for allegedly undermining freedom of expression, provoked clear pushback from German leaders. Trump, for his part, hardly endeared himself to his German allies when he denounced Ukrainian President Volodymyr Zelenskyy as a “dictator.” And, of course, Elon Musk’s interference in the German elections – as well as his open support for the far-right Alternative for Germany – provoked a fierce response from Merz. The then-candidate promised that Musk would need to be prepared for legal consequences for his meddling. How would this ‘real independence’ be achieved? Defining what “real independence” means and being able to implement such a drastic change in transatlantic relations will be a tall order. If by “real independence” Merz means that Germany would no longer rely on the U.S. for its security, then that would require several major steps. Merz would first need to convince his likely coalition partners, the Social Democrats, that this is the right goal. After all, German governments are bound by very detailed coalition agreements. Second, Merz would need to significantly increase German defense spending. As it stands, Germany’s annual defense budget is slightly over US$90 billion, or 2% of its GDP. But a recent study by the economic think tank Bruegel suggests Berlin would need to increase its budget by $145 billion annually to defend Europe without the assistance of the U.S. But to achieve this, Merz will likely need to increase defense spending by such a level that it will contravene the country’s “debt brake.” This 2009 constitutional rule essentially caps the annual deficit that the government can take on. But overturning this mechanism would require a two-thirds majority in both chambers of the German Parliament. Merz’s Christian Democratic Union/Christian Social Union party won 28.6% of the vote – and even with the support of the country’s main center-left party, the Social Democrats, Merz will fall short of the parliamentary votes needed. Finally, “real independence” would also require convincing other European Union partners to join him down that path. Assuming that the Trump administration continues its current trajectory and further undermines NATO, the EU would have to step in to become a more prominent security actor for the continent. It might also require, as Merz hinted, that the United Kingdom and France be ready to share their nuclear weapons, since the U.S. may not be trusted anymore to defend NATO countries. All of these steps would cover “real independence” only in the security sphere and not touch other crucial policy areas, such as trade and energy. And that would be an equally tall order given the level of economic ties binding Germany to the U.S., as well as the looming threat of tariffs. What does this mean for German-US relations? Merz’s “real independence” statement would have been noteworthy coming from any German chancellor. But it is even more striking when one considers the fact that Merz is a committed transatlanticist who deeply admires the U.S. and counts Ronald Reagan as one of his role models. At 69, Merz came of age during the final years of the Cold War, when the U.S. played a key role in enabling German reunification. He worked for years for Atlantik-Brücke, a lobbying group pushing for closer transatlantic ties. And he has, by his own account, traveled more than 100 times to the U.S. Independence will not likely mean a complete divorce between the U.S. and Germany – the ties binding the two countries, whether economic, cultural or political, run too deep. However, we can expect that Berlin will not hesitate to take a more combative approach toward Washington when necessary, so to protect German and European interests. As Merz pointed out, it is clear that the Trump administration does “not care much about the fate of Europe.” What does this signal for Merz’s view of Germany’s position in the EU? Merz’s win will certainly lead to important shifts in Germany’s position in the EU, and could be a major boost for a union in need of leadership. His predecessor, Olaf Scholz, was hampered by a weak economy, divisions within his coalition and indecisive leadership in Europe. Moreover, poor relations with French President Emmanuel Macron also stalled the Franco-German partnership, normally a key engine of leadership in the EU. Merz certainly plans to take a very distinct approach toward the EU than his predecessor. His calls for “real independence” will certainly be very welcome in France, which has long called for Europe to be more responsible for its own security. As such, it opens up the possibility of far closer ties between Paris and Berlin than we saw in recent years. Moreover, Merz, with his more hawkish position toward Russia, could be counted on to provide greater support for Ukraine.

Energy & Economics
Chinese European and American tariff war as a China Europe USA trade problem as cargo containers in conflict concept with a sky background as a 3D illustration.

Trump Doctrine: extreme protectionism against its commercial and technological rivals

by Nuria Huete Alcocer , Isabel de Felipe Boente , Julián Briz Escribano , Miguel Ángel Valero Tévar

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The commitment to free trade is based on the competitive advantage that nations gain from possessing certain material and human resources that are scarce in other countries. The exchange of goods under the umbrella of free trade results in a global benefit, as it fosters economic growth, improves the quality of goods, and diversifies supply. The free trade doctrine, which has governed international trade in recent decades, is opposed by protectionism, which seeks to favor domestic producers over foreign competition. Above All, Protectionism Trump's campaign to win votes from the U.S. automotive and agricultural sectors was based on extreme protectionism – which we could call the ‘Trump Doctrine’ – centered on the promise of raising tariffs on products from competing countries. The increase in tariffs to boost domestic production in non-competitive sectors clashes with the rules of the World Trade Organization and the already established trade relations with exporting countries. On the other hand, those who silently suffer from Trump's protectionist measures are American consumers, who will have to pay higher prices for imported products that are currently cheaper. The need to reorganize international trade flows had already been raised due to the existence of ecological, social, or economic dumping. In response to violations of competition rules and the presence of discriminatory situations, agricultural groups have demanded mirror clauses to ensure that imported products comply with the same regulations as domestic ones. However, all these proposals have been made within a negotiating framework and not in a disruptive and unilateral manner, as the Trump Doctrine does. Tariff Increases Specifically, the U.S. has formalized a 25% tariff on steel and aluminum from other countries, set to take effect on March 4. This impacts the Spanish industrial sector, which exports aluminum worth 500 million to the U.S. market. There are still no details on which Spanish agri-food products (such as wine, olive oil, meat, and dairy) may be affected and to what extent by the Trump Doctrine. Latin American countries are also at risk: in 2021, 86% of their agri-food exports were destined for three regions — the U.S. (23%), the EU (18%), and China (13%). The EU and Latin American countries belonging to Mercosur have the advantage of having signed an agreement in December 2024, which will allow them to strengthen their trade relations and potentially offset losses in the U.S. market. In response to these tariff attacks, countries have reacted by attempting to reach agreements among the affected nations. The European Union and Canada have met to design a joint strategy against the Trump Doctrine, and China is also considering reorganizing its trade flows, which could provide some relief for its exports. However, the damage caused by tariffs is global and does not only affect exporting countries. In the United States, there will be negative impacts on consumers and businesses in the form of higher prices and even shortages or the disappearance of some imported products. United States-Europe Trade Relations There is no free trade agreement between Europe and the United States, although an attempt was made, without success, to establish the Transatlantic Trade and Investment Partnership (TTIP). However, progress has been made in harmonizing food safety regulations, quality standards, and data privacy rules. Nevertheless, Trump accuses Europe of "treating the United States very badly" and has warned that they must balance the "$350 billion" trade deficit. In Europe, the most exposed sectors to the threat of U.S. protectionism are aerospace, automotive, and agri-food. The countries at the highest risk include Germany (automotive), France (aerospace), the Netherlands (petrochemical), Italy (pharmaceutical), Ireland (technology), and Spain (agri-food), as they have the most open economies to foreign trade. On the other hand, the United States exports high-tech products, machinery, chemicals, and agricultural goods (corn, soy, meat) to Europe. In the digital sector, major U.S. companies (Amazon, Google, Apple, Meta) are well-positioned in the Old Continent, often engaging in market dominance abuses that the EU has attempted to curb through fines and legislative changes. Spanish exports to the United States focus on automobiles, machinery, and pharmaceutical and agri-food products (wine, olive oil, meat, dairy, and horticultural products). U.S. imports into the Spanish market primarily consist of machinery, electronic products, pharmaceuticals, financial services, and agricultural goods. The U.S. has invested in Spain in the automotive, technology, energy, distribution, and finance sectors. In turn, Spain has a presence in the North American market in the distribution sector (Inditex, Mango), renewable energy (Iberdrola, Acciona, Naturgy), communications, and infrastructure (Ferrovial, ACS, Sacyr). The Technological Battle A fierce competition is emerging in the development of space travel, military technology, and integrated artificial intelligence. In the geopolitical landscape, development cooperation, armed conflicts, climate change, and environmental sustainability are key issues to consider. We have just witnessed how restrictions on the supply of microprocessors stimulated China's creativity in the tech sector. China welcomed the new year with DeepSeek, its own AI model — with similar capabilities to ChatGPT but significantly lower costs — which has shaken the U.S. tech industry and triggered a stock market upheaval. Meanwhile, the EU is now trying to shake off its role as a mere spectator in the development of these new technologies and has just announced a €200 billion investment in the development of European AI. It is important to remember that Europe has been a pioneer in AI legislation, with the Artificial Intelligence Act approved by its Parliament at the end of 2023.  Outlook and Solutions The impact of trade wars depends, on one hand, on the measures imposed (tariff, fiscal, or regulatory) and the volume of existing trade flows. However, the characteristics of the regions, economic sectors, and affected social groups also play a crucial role. In the final countdown, before the implementation of the new tariffs, the United States reached a preliminary agreement with Mexico and Canada, granting a one-month pause before enforcing the announced tariffs. In the case of China, its response to the U.S. threat was to announce similar tariff increases on American products. Among European countries, there are different strategic approaches to the Trump Doctrine. The positions of the Paris-Berlin axis — ready to respond to U.S. tariff threats — and the Rome-Budapest axis are opposed. It remains to be seen whether Italian Prime Minister Giorgia Meloni, who attended Trump's inauguration on January 20, will act as a mediator between the EU and the U.S. or if she will focus solely on securing a favorable position for Italy. Volatility, Uncertainty, Fluctuations A trade war affects foreign investments and creates volatility in financial markets due to the uncertainty it generates. Additionally, it reduces trade exchanges (imports-exports) and causes fluctuations in currency markets. The dilemma of “restructuring or rejection” posed by the Trump Doctrine involves the option of readjusting the existing order or entering into direct competition. For now, tensions remain high, and The Wall Street Journal, one of the major U.S. media outlets, describes the trade war as “absurd,” “unnecessary,” and “stupid.” The reality is that an atmosphere of international insecurity has been created regarding future investments, and stock markets have suffered losses. Meanwhile, the threatened countries insist they will enforce countermeasures, to which Trump responds by threatening to raise tariffs even further.