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Diplomacy
18/11/2024. Rio De Janeiro, Brazil. Prime Minister Keir Starmer attends the opening session of the G20 Summit in Brazil. Picture by Simon Dawson / No 10 Downing Street

A review of the G20: more of the same or significant progress?

by Flavia Loss de Araujo

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The outcome of the G20 leaders' summit held in Rio de Janeiro undoubtedly marks a series of victories for Brazilian foreign policy and also for the international community if we understand what is considered a success in terms of global governance. Firstly, the G20 summit declaration is a major achievement for Brazilian diplomacy, as it brings together twenty countries around agendas that not all of them support (such as human rights). Reaching this consensus required a year of intense negotiations to reach the final result. Brazil obtained support on the main themes it proposed: hunger and poverty, always off the radar of rich countries; sustainability; the bioeconomy , reaching the first multilateral treaty on the subject. Another consensus was the taxation of the super-rich , an issue that touches on the issues of inequality between countries and tax havens. Reaching the support of the G20 members around these proposals represented the reconstruction of the objectives of Brazilian foreign policy, which had been mocked during the Bolsonaro government, and crowned Brazil's return as a relevant country in the international community after years of self-inflicted isolation. Two other points that went unnoticed by some analyses is that the G20 summit allowed dialogue with Venezuela to return to normal, avoiding enormous damage to the Brazilian government and preserving good relations with the tumultuous neighboring country. And what can we say about the turbulent presence of the newest representative of the Latin American extreme right, Argentine President Javier Milei, who until the last moment tried to undo the consensus reached and was skillfully circumvented by Brazilian diplomacy? Returning to the proposals made by the presidency and supported by the other members of the group, are they “more of the same”, “undefined”, that do not change at the international level, as some analysts and part of the press said yesterday? Understanding the nature of international forums such as the G20 may answer this question. Outlined in 1999 and formalized in 2008, the G20 was created to bring together finance ministers and central bank governors from the twenty largest economies on the planet to discuss the financial crises of those periods. The crises of the 1990s, in particular, brought a new factor: it was the first time that economic problems in developing countries affected the central economies. It was therefore necessary to expand the discussions beyond the restricted Group of Seven (G7), a group of rich countries created in 1975, and to bring emerging economies to the negotiating table. Over the years, the G20 began to discuss other topics besides finance, and today sustainability is at the center of the work. The G20 emerged as an informal group with a flexible structure, dependent on a rotating presidency among its members to organize summits and working groups. In addition, it does not have a constitutive treaty and does not have the capacity to impose standards. When reading this brief description, most people wonder why a forum of this kind should exist if it “serves no purpose.” But informality and flexibility are a demand of the member countries that voluntarily chose to participate. These are the characteristics that allow ministers and other representatives of countries with divergent interests, such as the United States and Russia, to discuss issues that affect humanity, such as the eradication of hunger or climate change, for almost a year. The concrete actions that we so desperately need will depend on the efforts of each country and the corresponding pressure from their civil societies. The commitments exist, and now it is necessary to demand their implementation. Imagining a world without any kind of coordination is difficult because we have lived under the weak governance of the United Nations (UN) since the end of the Second World War, which, by the way, will be 80 years old in 2025. The memories of an international system under constant threat of global wars and in which common problems were not even discussed are a pale memory and, perhaps for this reason, so many people disdain the advances of international forums such as the G20. There are political forces today that oppose these alliances and the minimum level of global governance that we have managed to achieve, as Milei’s criticisms in his speech at the leaders’ meeting made clear. In line with the thinking of other far-right politicians, the Argentine president called global governance a “corset” that suffocates countries that think differently. It is contradictory that international regimes are criticized for restricting the freedom of States while at the same time being accused of being weak and ineffective, which demonstrates empty criticisms that serve only to encourage their supporters against imaginary enemies. Leaders like Donald Trump and Miley defend the “every man for himself” rule in international relations. This idea is gaining more and more followers among the people, a situation that makes declarations like the one by the G20, which defends basic principles of human rights and sustainability, an important manifesto for those who still defend an international order based on rules and cooperation. The Brazilian presidency has achieved important achievements for our foreign policy and also for the international order that it seeks to preserve.

Diplomacy
G20 Brazil 2024 Summit logo with country flags in the meeting room. Symbol of the Group of 20. Country leaders address issues related to the global economy - Rio de Janeiro, Brazil 07.23.2024

The G20 summit in Rio de Janeiro, Brazil: the moment of truth!

by Mohamed Lamine, KABA

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском In Rio de Janeiro, world leaders are gathering for a historic summit. The G20, the symbol of global governance, is at a crossroads. The planet is waiting. The climate, economic and geopolitical challenges are urgent.Since yesterday, at the G20 Summit in Rio de Janeiro, under the strategic engagement of Russia, Foreign MinisterSergey Lavrov, guided by the instructions of President Vladimir Putin, has been playing a key role in discussions on combating inequality, hunger and poverty, as well as reforming global institutions. Together with the BRICS Alliance, innovative initiatives are being put forward to strengthen economic cooperation and global stability, including sustainable development projects and strategic trade agreements. This Summit is proving to be a crucial platform for addressing pressing global challenges such as security and climate change, while potentially influencing global governance and international relations in the years to come.Geopolitical context of the summit, the madness of the Biden administrationAs the G20 group meets in Rio de Janeiro to reconcile the positions of the balance of power in the global chessboard, the recent antithetical decisions of the United States, held on the very eve of the summit and supported by France and Great Britain, are once again dispersing the positions to be reconciled. The Western minority, accustomed to living off the labor of the planetary majority, is lamentably trying to redefine the dynamics of the international community in its favor, by authorizing deep strikes on Russian territory. This approach, adopted by the Biden administration, reflects both madness and a vision of resistance in the face of the potential defeat of Ukraine and NATO allies against Russia, while seeking a reaction that could exacerbate global tensions. This audacious geopolitical calculation, perceived as a last-ditch attempt to consolidate Ukrainian positions before a potential change in American leadership, marks a turning point towards a dangerous escalation of hostilities. It can also be compared to a very big step taken towards the start of the Third World War.The 2024 G20 summit in Rio de Janeiro is therefore taking place in a complex geopolitical context, marked by key global issues. International conflicts, exacerbated in the Middle East, Ukraine, Sudan, and tensions over the role of the United States, France, Great Britain and the collective West are at the heart of discussions on global security. While António Guterres (UN Secretary-General) urges the G20 to adopt actions aligned with the UN Charter – although Western ambitions of domination are being challenged by the rise of the BRICS Alliance – the Western minority continues to pour oil on the embers precisely to satisfy its ambitions of eternal domination.The climate crisis, meanwhile, is forcing more ambitious policies, as the G20, responsible for 80% of global greenhouse gas emissions, must revise its commitment to limit global warming to 1.5°C. Also, growing economic inequality and the need for reforms to a perceived unfair international financial system underscore the urgency of changing the global financial architecture. Despite the political challenges, the summit embodies a push towards stronger multipolarism, with key players such as Sergei Lavrov, Xi Jinping, Recep Tayyip Erdoğan, etc., advocating for international cooperation. The political transition in the United States, with the imminent departure of Joe Biden and the possible return of Donald Trump to the White House, adds uncertainty, potentially impacting global cooperation and sustainability efforts. This nineteenth summit of the Group of Twenty powers (G20) is crucial to encouraging collective action in the face of complex challenges related to security, climate, the economy and international cooperation.Russia’s engagement in the world chessboardRussia’s participation in this Rio de Janeiro Summit is of major strategic importance. Led by Mr. Sergey Lavrov, Minister of Foreign Affairs of the Russian Federation, and mandated by the President of the Russian Federation, the Russian delegation demonstrates the country’s strong commitment to global discussions. Russia aims to take a leading position in addressing global challenges such as combating inequality, hunger and poverty, and reforming international institutions. Mr. Sergey Lavrov’s interventions at the plenary sessions are essential, while his bilateral talks with other world leaders could lead to decisive agreements, strengthening international relations. Capitalizing on its long history of global engagement, Russia is ideally placed to influence these crucial debates for the future of the planet.Positive initiatives of the BRICS Alliance in global dynamicsThe BRICS, originally composed of Brazil, Russia, India, China and South Africa – and expanded over time to BRICS+ – represent an undeniable emerging force in global economic cooperation, as demonstrated by their landmark initiatives at the Rio Summit yesterday. By establishing the New Development Bank, these nations are demonstrating their commitment to financing joint infrastructure projects, strengthening their synergy and displaying a clear desire for de-dollarization. The significant progress made in social security also demonstrates their determination to improve social protection on a large scale. Looking ahead, the BRICS countries are committed to driving reform of international financial institutions, placing their economic weight at the heart of global decisions, while working towards sustainable development and the fight against climate change. Speeches by representatives such as Mr. Sergei Lavrov at the summit captured attention, underscoring the BRICS’ determination to impact global governance and promote a more equitable and sustainable economic future.The impact of the summit on global governanceAs mentioned above, the G20 Summit in Rio de Janeiro, Brazil, represents a crucial opportunity to transform global governance and have a lasting impact on the future of the planet and international relations. Since yesterday, this strategic meeting has been addressing major issues such as the reform of international institutions, requested in particular by the member countries of the BRICS Alliance, the proactive fight against climate change to reduce greenhouse gas emissions, and international security requiring enhanced cooperation in the face of current geopolitical tensions. Through decisive decisions, the summit could establish a new multipolar world order and decide on the choice between cooperation and global confrontation. The challenge lies in reconciling national and global interests, strengthening trust between international partners, and finding innovative solutions to address the complex challenges of our era. The G20 Summit in Rio thus offers a unique platform for leaders to demonstrate their leadership and vision, thereby shaping a multipolar and sustainable future for future generations.It can be said that the 2024 edition of the G20 Summit in Rio de Janeiro marks a turning point where world leaders are called upon to choose: cooperation or confrontation, progress or stagnation. The future of the planet is now in their hands. Today’s decisions, contained in the Summit Declaration, will shape the world of tomorrow. History will judge.

Energy & Economics
Ecowas passport in African hand, African holding two Green Nigerian Passports with map in the background

Confederation of Sahel States and Disintegration of ECOWAS

by Tatyana Denisova , Sergey Kostelyanets

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском On July 6, 2024, the military leaders of Mali (Assimi Goïta), Niger (Abdourahamane Tchiani) and Burkina Faso (Ibrahim Traoré) signed a treaty establishing the Confederation of Sahel States, or, more precisely, the Confederation of the Alliance of Sahel States—retaining the acronym AES (Alliance des États du Sahel in French). The document was signed in Niamey, Niger, during the summit of the Alliance of Sahel States, a military pact formed by the same countries on September 17, 2023. The Confederation’s founding signaled the determination of the governments of the three Sahel nations, which came to power via a series of military coups in 2020–2023, to chart a joint course of political and economic development. The AES was announced after Burkina Faso, Mali and Niger withdrew in January 2024 from the Economic Community of West African States (ECOWAS)—a regional bloc that urged the trio’s leaders to restore civilian rule in their countries. At the opening of the Niamey summit, Niger’s military leader said, inter alia, that his “people have irrevocably turned their back on ECOWAS” and that the new alliance would be a community immune to the “stranglehold of foreign powers.” At the same time, the three leaders reaffirmed their commitment to the principles and objectives of the UN and the African Union. They asserted that by forming the Confederation, the three countries would strengthen their sovereignty and more effectively counter terrorism and external Western influence. The charter of the AES stipulates that “any violation of the sovereignty and territorial integrity of one or more Contracting Parties shall be considered as an aggression against the other Parties and shall give rise to a duty of assistance and relief by all the Parties, individually or collectively, including the use of armed force.” From Alliance to Confederation The first step towards political and economic integration of the three countries was the establishment of the Alliance of Sahel States on September 17, 2023, which grouped a total of over 72 million people and is primarily aimed at building a trilateral architecture of collective defense. The decision to set up the Alliance was taken after negotiations in Ouagadougou in early September 2023 between representatives of the three nations and a delegation from the Russian Defense Ministry, headed by Deputy Defense Minister Yunus-Bek Yevkurov. In other words, Russia played its role in founding the AES, thereby assuming certain obligations to support the Alliance’s counterterrorism efforts. The prospect of deeper integration of Mali, Niger and Burkina Faso was first raised in late 2023, and in early July 2024, after Yevkurov’s next visit to the Sahel (Mali and Niger), the Confederation of Sahel States was established. The inaugural summit, in addition to security and military cooperation, addressed further trilateral cooperation in the socio-economic sphere. This suggests that the AES’s scope of activity will likely include the construction of new industrial facilities and the expansion of ties in areas such as energy, finance, healthcare, education, agriculture and natural resource management, as well as mining, transport, combating cybercrime, ICT development, sports and employment. The AES leaders decided to establish an investment bank and a stabilization fund, which, however, will only function if they can secure sufficient funding. Furthermore, the countries agreed to pool their resources to build large-scale transport and communications infrastructure, facilitate trade and the free movement of goods and people, and invest in various sectors of the economy. One example that demonstrates the feasibility of these plans is Niger’s agreement to sell 150 million liters of diesel to Mali at almost half the going rate, supporting a nation plagued by enduring electricity shortages. The three leaders also reaffirmed the decision taken after the meeting of the Alliance’s foreign ministers on May 17, 2024, to coordinate diplomatic actions and formulate common approaches to relations with external partners, although combating terrorism seems likely to remain the Confederation’s main priority. The trio has on many occasions pointed to the key reasons behind their collective actions: the failure of the AU and ECOWAS to provide adequate support in the fight against jihadists; “illegal sanctions” that harm the people of Burkina Faso, Mali and Niger; and ECOWAS’s unwillingness and/or inability to break free from Western influence. In other words, this integration is driven not only by the desire for collective security, but also by the pushback to the former colonial ruler, France (with which the trio has severed all defense ties), and, more broadly, the collective West, which has clearly underestimated the Sahel’s frustration with years of ineffective military intervention [1]. As a result, French military contingents and most U.S. troops have withdrawn from the three nations, with Russian forces taking their place. So the Confederation’s main stated goal is to support one another in combating terrorism (the Sahel accounts for 43% of the world’s terrorism-related deaths). The Niamey summit saw calls to put an end to this scourge. The leader of Burkina Faso, in particular, addressed the forum participants with the following words: “In our veins runs the blood of those valiant warriors who fought and won for us this land that we call Mali, Burkina and Niger. In our veins runs the blood of those valiant warriors who helped the whole world rid itself of Nazism and many other scourges. In our veins runs the blood of those valiant warriors that were deported from Africa to Europe, America, Asia … and who helped to build those countries as slaves. In our veins runs the blood of worthy men, robust men, men who stood tall…” Yet this raises the question: will the armies of these three nations, which previously struggled to tackle the “Islamist evil,” grow much stronger if they come together? After all, the conflict in Mali involved military personnel from many African nations, not to mention Europeans, yet the problem of terrorism persisted. In some areas of all three countries, Islamists are “successfully” replacing public authorities and drawing recruits from the local population, and these processes have not stopped after the Alliance was established, nor after the Confederation was formed. Attacks on various facilities and civilians continue—in the first half of 2024, the number of victims of Islamist violence in the three countries exceeded 300, a significant increase compared to the same period in 2023. The AES has taken pride in routing the insurgents from the Malian town of Kidal in November 2023, but it is still unclear how lasting the trio’s victory in this direction has been. Or is all hope now pinned on Russia? The security landscape in the Sahel varies from country to country but remains very complex throughout the region. This is partly because the armed conflicts in the three nations have different origins and are not purely “Islamist.” In fact, disputes between herders and farmers, which all past governments of the trio tried and failed to resolve, pose a major and perhaps even greater threat to stability than the confrontation with the Tuareg. Meanwhile, this matter has not even been taken up by the military, possibly because it stems from socio-economic issues, and solving such problems is far more difficult than political or military ones. In response to instability, the regimes are tightening the screws and becoming more repressive, with opposition figures being arrested. Although references to Western experts may seem out of place in the context of today’s global upheavals, history has shown that increased repressiveness is a common feature of all illegitimate regimes, and governments that came to power through military coups are illegitimate by definition. If the military leaders fail to achieve significant breakthroughs soon in ensuring security, reconciling herders with farmers (whose conflict, exacerbated by Islamists, is only aggravated amid climate change in the Sahel), providing basic services to citizens and more, public discontent will grow and likely lead to more military coups, throwing the future of the Confederation into question. While the trio’s leaders currently enjoy at least the appearance of public support, if they do not hold elections in the next few years, there will be someone in their inner circle tempted to take their place. Especially since the military withdrew their countries from ECOWAS without consulting the public, which now fears the potential introduction of a visa regime between the trio and other West African nations. As of now, the Confederation has yet to prove itself as a solid union to the point where one can predict either positive or negative outcomes for its future. True, various joint projects are being set up—so far only on paper—ranging from food security and water resource management to energy, transport and ICT development, but these plans are financially fragile, and their implementation remains a distant goal. The three nations still use the CFA franc, with France controlling most of their foreign currency assets. The AES’s activities are apparently supposed to be funded through “membership fees,” but this has always been a major stumbling block. For ECOWAS, for example, the timely payment of dues has been intractable throughout the 50 years of its existence. For landlocked Mali, Niger and Burkina Faso, the smooth functioning of logistics corridors for receiving goods from other continents is critical. This brings into focus the need to form a customs union and restore “working” relations with neighboring states—Benin and Côte d’Ivoire—which have recently soured, particularly due to plans to establish U.S. military bases in these countries. The Sahel is rich in natural resources—uranium, gold, iron ore, lithium, tin, copper, zinc, manganese, limestone, phosphates, marble, salt, gypsum and oil—but will the trio manage to extract them on their own (though jointly) in commercial quantities to gain economic sovereignty, not just political one? Or all hopes are again pinned on Russia, China, Turkey, Iran and other non-Western nations? And if so, is “sovereignty” the right word here? Of course, “dependence” on Russia, for example, would differ from neocolonialism by ensuring “fairness” and “equality between partners,” as evidenced by recent contacts between Moscow and the trio. The factor of ECOWAS The original mission of ECOWAS, established in 1975, was to achieve economic integration of the countries in West Africa, which involved establishing free trade zones, facilitating the free movement of labor, goods and capital across national borders, introducing a common currency—the eco—as well as improving and expanding regional infrastructure such as highways, railroads, seaports, airports, gas and oil pipelines, and more. There were also plans for joint energy projects and the development of shared communication, banking and customs systems, among others. In 1990, a trade liberalization scheme was formally adopted, which entailed gradual elimination of customs duties, and, indeed, by 2001, duties on raw materials and semi-finished products had been abolished, a common customs nomenclature was compiled, and free movement of labor was achieved. However, even at that time, more effective regional integration was hindered by the participation of certain West African nations in other groupings. In 1994, the French-speaking countries of the region (Benin, Burkina Faso, Côte d'Ivoire, Mali, Niger, Senegal and Togo) along with Portuguese-speaking Guinea-Bissau, founded the West African Economic and Monetary Union (WAEMU), where a duty-free trade regime has been in place since 1996, excluding only agricultural products and aviation equipment. The members of this union—now except for the Sahel trio—have consistently resisted deeper economic integration within ECOWAS, largely because of their alignment in all spheres of life with France, which continues to provide them with substantial financial and political-military support as the former colonial power. Moreover, the nations dominating WAEMU—Côte d'Ivoire and Senegal—are reluctant to see Nigeria as a regional leader. But these are subjective reasons for the slowdown in integration. Meanwhile, there are also several objective reasons why virtually no economic project within ECOWAS has been brought to fruition. ECOWAS was founded as an economic community and operated in an environment where most countries in the region had extremely low levels of economic development, the export commodity structure was monocultural and largely uniform, and the member states’ leaders had noticeable political disagreements. These and other divisive factors meant that integration processes were often more symbolic than practical and that the impact of free trade zones was weak. Civil wars and political conflicts—which erupted in individual countries time and again but had a negative effect both on the security of the region as a whole and on integration processes—made it inevitable that ECOWAS would gradually shift its focus from economic issues to political-military ones, especially since one of the Community’s founding documents, the 1978 Protocol on Non-Aggression, stated that economic integration could only be achieved in an atmosphere of peace and mutual understanding among member states. ECOWAS has an extensive sanctions toolkit, which is used against its member states in the event of their “disobedience.” The regional bloc imposed extremely tough sanctions on Mali and Niger in the early 2020s. In Niger, for example, the prices of rice and sorghum rose by over 16%, wheat and maize by 12%, millet by 6.4% and meat by 5.2% after the sanctions were imposed. Moreover, a $400 million deal to export crude oil from Niger to China via a pipeline linking the Agadem field to Benin’s port was delayed and put at risk. Even after ECOWAS lifted its sanctions, Benin chose not to reopen its land border (apparently under the influence of Paris), which further strained relations between the two nations. In all fairness, it should be noted that ECOWAS generally opts for diplomatic means to resolve various disputes, including those resulting from military coups, so the imposition of sanctions against some of the continent’s poorest countries and their expulsion from the organization were extraordinary precedents. While it may be tempting to see such actions as evidence of the Community’s “noble” intentions to uphold a principled stance on illegal changes of power, there was clearly some external influence in the cases of Mali and later Niger (Burkina Faso was not sanctioned). France relies on uranium supplies, with Niger accounting for 20% of total imports, so the Elysee’s desire to “teach the Sahel states a lesson” is quite “understandable.” Especially since Nigerien authorities in the summer of 2024 revoked the licenses of France’s Orano and Canada’s GoviEx to exploit uranium deposits. The 2001 ECOWAS Protocol on Democracy and Good Governance provided for the imposition of sanctions, including suspension of loans, discontinuation of aid program funding and more, if member states fail to comply with their commitments. However, in January 2022, after Bamako announced its decision to extend the transition period by five years, citing internal political instability, ECOWAS not only suspended Mali’s membership in the organization, but also imposed diplomatic, economic and trade sanctions against this country. These included freezing Mali’s assets in the central banks of the Community’s member states, closing land and air borders and imposing an export ban on all goods (with the exception of materials for the control of COVID-19, oil products and electricity), which dealt a heavy blow to the economy of this landlocked nation that imports 70% of its food and depends on humanitarian aid supplies. Some of the sanctions were lifted only in July 2022, a month after the Goïta government agreed to a 24-month transition period. Niger, which saw a military coup on July 30, 2023 that ousted civilian President Mohamed Bazoum, faced sanctions in February 2024. As part of these restrictions, land and air borders between Niger and other ECOWAS member states were closed, accounts of Niger’s state-owned enterprises in the ECOWAS Central Bank were frozen and financial assistance was suspended. Immediately after the developments in July, ECOWAS issued an ultimatum, giving the coup leaders a one-week deadline to reinstate deposed President Bazoum and threatening to use force. However, military intervention never materialized, although the ECOWAS Standby Force was activated for potential deployment in Niger. The very fact that ECOWAS could issue such a threat to one of its members undoubtedly alarmed the leaders of the three nations (and others), who are closely connected in various ways. As a result, their trust in the bloc was shattered, which led them to take further action—quit the association and form new alliances. They also believed that ECOWAS not only failed to help them in combating Islamic extremism, but instead weakened their positions by imposing sanctions. Indeed, ECOWAS, which in the 1990s and 2010s sought to diversify its economic ties and political contacts with the outside world, has in recent years adopted a pro-Western stance on many international issues, which is not surprising since the direction of any organization is largely shaped by the views of its leaders and sponsors. Regardless of who holds the rotating one-year ECOWAS chairmanship, Nigeria has always played first fiddle in the bloc and will continue to do so for a long time, as it shoulders nearly half of the Community’s expenses, including most of the funding for its peacekeeping operations. As the saying goes, “he who pays the piper calls the tune.” Nigeria’s current president, Bola Tinubu, who also chairs ECOWAS, spent nearly a decade studying, working and living in the United States. From the moment he came to power in 2023, he has been determined to cultivate ties with the West, primarily with the U.S. and the UK, but also with France. The position of Nigeria and ECOWAS toward the trio is a vivid testimony to the enduring significance of the “role of the individual in history”: a country that had maintained friendly relations with Russia for decades is now gradually distancing itself from it and shifting its foreign policy orientation. For better or worse, after the coup in Niger and a harsher response from ECOWAS compared to the events in Mali and Burkina Faso, relations between the trio and the Community broke down, with Bamako and Ouagadougou expressing their readiness to leave the organization. As a result, on January 28, 2024, despite the Community’s decision to lift sanctions against Niamey, the governments of Niger, Burkina Faso and Mali announced their withdrawal from ECOWAS, driving the process of regional disintegration further. Shortly before that, the Sahel trio had one after another pulled out of the G5 Sahel—Mali in the spring of 2022, Burkina Faso and Niger in November 2023—leading to its collapse (the G5S had also included Mauritania and Chad). After the Confederation was founded, ECOWAS signaled its willingness to negotiate the possible return of Burkina Faso, Mali, and Niger to the Community, especially since it had not received any formal notice of their departure, even though the proper procedure requires member states wishing to leave the bloc to provide one year's notice. The three countries made their announcement in January 2024, which should have given the ECOWAS a chance to try to convince them to reconsider their decision until January 2025, but the trio ignored the procedural rules and refused to continue fulfilling their obligations to ECOWAS. It seems that ECOWAS leaders have not yet come to understand that the trio is fighting not only for survival in the face of the Islamist threat, but also for an overhaul of trade and economic patterns, which subject underdeveloped nations to severe exploitation by developed powers. The Republic of the Niger, for example, is unhappy that despite being the world’s fourth largest producer of uranium and lighting up a third of France, 80% of its population has no electricity. So Niger has had to seek help from Nigeria, which, incidentally, cut off electricity supply after the July 2023 coup. In response to the establishment of the Confederation, the head of one of the Community’s bodies, the ECOWAS Commission, Omar Alieu Touray, said the three countries risked “diplomatic and political isolation,” the loss of millions of euros in investments and the possible introduction of visa requirements for their citizens wishing to travel to ECOWAS member states. Touray also warned that in addition to the numerous threats to peace and security along with economic challenges, there was also a risk of disintegration of the region, as ECOWAS on the one hand and the AES on the other become increasingly entangled in the conflict between non-African powers. As France and the U.S. are strengthening military ties with some ECOWAS countries (notably Côte d’Ivoire), the three AES members have established military relations with Russia after expelling Western troops. But is the rift between the AES and ECOWAS truly so noticeable? For example, on July 18, 2024, a delegation from the ECOWAS Water Resources Management Centre visited Burkina Faso to mark the 49th anniversary of the Water Museum’s founding. Since many countries in the region, including key players like Nigeria, Ghana, Côte d’Ivoire and Senegal, stand to lose economically from strained relations with Burkina Faso, Mali and Niger, which are important trade partners, it seems that efforts to bring these “prodigal children” back into the Community’s fold will continue until they result in either a positive or negative outcome. There have been speculations about the possible withdrawal of Burkina Faso, Mali and Niger from WAEMU, which also imposed sanctions against these nations. However, since the trio has not yet developed the banking and financial infrastructure necessary for an independent system and cannot quickly ditch the CFA franc, which is used by WAEMU member states, their stance toward this currency union remains neutral. The founding of the Confederation raises questions—not least about the future of regional cooperation in West Africa. As Burkina Faso, Mali and Niger have decided to chart their own course, ECOWAS’s role and policies are likely to change, although it is still unclear in what direction. There is also concern among the African public that the AES may attract into “their ranks” other countries grappling with similar issues and disillusioned with the regional bloc. For example, the idea of closing French military bases in Senegal has already been floated. Developing relations with Russia and other non-Western nations Russia has become a new strategic ally for the Sahel nations in their fight against Islamists, who are active across the three countries. Supported by the Russian military, Mali’s army has managed, as noted above, to retake the northeastern town of Kidal from insurgents in November 2023. Since April 2024, a mechanism for coordination between the militaries has been in the works, and operations are underway to divide the territory under Islamist control, which stretches from eastern Mali through northern Burkina Faso to Niger. Trade and economic cooperation are also expanding: since September 2023, several Russian private and state-owned companies have signed agreements with the AES countries in areas such as mining, industrial construction and others. While Russia focuses primarily on food security (Moscow shipped 50,000 tonnes of free grain to the Sahel in 2023) and developing the digital economy, China and Turkey are making inroads into energy production and mining precious and rare-earth metals. Moreover, Niger’s agreement to bring the extraction of these resources under the Confederation’s control reflects the trio’s willingness for deeper cooperation with Beijing and Ankara.***Without a doubt, the decision of the three nations to exit ECOWAS and form the Confederation demonstrates their readiness to strengthen their sovereignty, yet they did so amid resentment over sanctions and euphoria from their own assertiveness and growing ties with Russia. These steps cannot but deserve respect, especially against the backdrop of the turbulent geopolitical situation around the world and widespread, and largely valid, discussions that major European powers, including France, are losing their autonomy in foreign policy issues. Announcing the establishment of an integration project is one thing; strengthening it and making use of the benefits of cooperation is quite another. A telling example is ECOWAS, which has not become a truly effective economic or political community in the fifty years of its existence and now is even starting to fall apart. The problem for the AES is that “strengthening sovereignty” in its member states will take place in the context of weak economies, further strained by wars and conflicts, and lingering reliance on various forms of external aid, a habit that will take time to break. At the same time, dismantling the long-standing patterns of cooperation with the West, particularly with the former colonizer, cannot be done overnight. French enterprises and specialists—engineers, doctors, teachers, oil workers and others—are still working in the three countries; many families are linked to France through relatives living and children studying and working there; political, business and creative elites own real estate in France. In other words, it is too early to speak of a complete break with the former colonial ruler, although, of course, the three regimes see the Confederation as an opportunity to distance themselves from the legacy of French colonialism and the Françafrique policy. Ibrahim Traoré, for example, spoke very strongly against France’s presence in Africa at the Niamey summit. But speeches alone cannot bring about real change. In the context of its “return” to Africa, Russia appears determined—quite justifiably so—to support the AES in many, if not all, of its endeavors, but their outcomes will largely depend on the consistency and persistence of the military leaders of Burkina Faso, Mali and Niger in defending their current ideals. It seems that relations between the members of the Confederation of Sahel States and Russia will deepen, especially since the AES sent a letter to the UN Security Council President in August 2024 condemning Ukraine (which could not but be welcomed by Moscow) for supporting terrorism in the Sahel and demanded that the Security Council prevent Kiev’s subversive actions in Africa. This primarily refers to the Islamist attack on a convoy of Russian and Malian soldiers in northern Mali, in which Ukrainian militants were confirmed to have participated by Ukraine itself. As a result, Bamako and Niamey broke off diplomatic relations with Kiev, and on August 7, 2024, Mali and Niger petitioned the Security Council to investigate Ukraine’s support for rebel groups in the Sahel. As the leaders of the three nations affirmed in their joint statement at the Niamey summit, they “have taken full responsibility before history.” However, only time will tell what the results of these actions—the withdrawal from ECOWAS and the creation of the AES—will be. In any case, the process of polarization in Africa between pro-Western nations and alliances on the one hand, and those trying to escape neocolonial dependence on the other, has already started and seems to have become irreversible. 1. Filippov V.R. African Policy of French President E. Macron: Chronicle of Actions and Evolution of Ideas. M.: IAS RAS, 2023.

Energy & Economics
Middle East Conflict. Conceptual photo

How might a wider Middle East conflict affect the global economy?

by Ahmet Kaya

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The world economy is underperforming as a result of tight monetary policies, weaker global trade, a slowing Chinese economy and uncertainty around the US election. An escalation of conflict in the Middle East could increase uncertainties, harming inflation reduction efforts and hurting growth. It has been over a year since the Hamas-led attack on Israel. Israel’s response in Gaza has resulted in widespread destruction and significant loss of life. The conflict has since expanded beyond Gaza, involving the Houthis in Yemen, Hezbollah in Lebanon and Iranian strikes targeting Israel. In addition to the awful humanitarian cost of the conflicts, the war and the possibility of its further expansion pose significant repercussions for the global economy. This article discusses three potential ways in which the current conflict and a wider conflict in the Middle East could affect the global economy. Increased geopolitical uncertainties First and foremost, an escalation of the Middle East conflict could lead to greater geopolitical uncertainties. Figure 1 shows the evolution of the geopolitical risk (GPR) and geopolitical acts (GPRA) indices (Caldara and Iacoviello, 2022) – these are text-based measures of heightened uncertainties due to adverse geopolitical events such as wars, terrorism and international tensions. (See this article for more discussion about these measures.) Following the Hamas-led attack on 7 October 2023, both the overall GPR index and its ‘war and terror acts’ component spiked strongly, to a level higher than that seen during the ISIS attack in Paris in November 2015. Both indices eased significantly in the months following October 2023 despite the continuation of the conflict. But they jumped again following Israel’s attack on southern Lebanon in September 2024. As of mid-October 2024, the GPR and GPRA remain, respectively, 21% and 35% higher than their historical averages.   What might be the consequences of such elevated levels of risk? Research tells us that higher geopolitical risk raises oil prices (Mignon and Saadaoui, 2024). It also reduces global investment and increases inflation (Caldara et al, 2022). Greater geopolitical risk has a significantly negative impact on business and consumer confidence in several advanced economies (de Wet, 2023). This is because consumers typically cut non-essential spending and businesses postpone investment decisions during turbulent times. This reduces firm-level investment, particularly for businesses with higher initial investment costs and greater market power (Wang et al, 2023). Higher geopolitical risks also reduce global trade and financial flows, causing greater volatility in capital flows in emerging markets (Kaya and Erden, 2023). Oil production cuts and higher energy prices The second way in which the Middle East conflict could affect the global economy is its impact on energy prices, both directly through production cuts and indirectly through greater uncertainties. In response to Israel’s actions against its neighbours, the Organization of the Petroleum Exporting Countries (OPEC) could reduce oil production to penalise countries supporting Israel. A similar action in the 1970s led to a significant jump in oil prices, which contributed to years of stagflation, with higher global inflation and recessions in major economies. Before Israel's attack on Lebanon at the end of September, oil prices had been declining due to falling demand, particularly from China. On the supply side, oil production had increased in Canada and the United States, countering the production cuts by OPEC, and Saudi Arabia was expected to increase oil production from December. But the situation quickly reversed following Israel’s attack on Lebanon. Oil prices jumped by nearly $10 per barrel within a week, before easing by around $5 per barrel. While the immediate oil price impact of Israel’s attack has mostly faded, the potential for higher oil (and other energy) prices still poses a risk to global inflation and economic activity (Liadze et al, 2022). To provide further context for the potential scale of this impact, we can show what would happen if oil and gas prices were to remain $10 higher for two years than the baseline levels projected in the Summer Global Economic Outlook from the National Institute of Economic and Social Research (NIESR), using NIESR’s Global Macroeconometric Model (NiGEM). The results demonstrate that the $10 rise in oil and gas prices increases inflation by around 0.7 percentage points in major economies in the first year (see Figure 2). The impact is higher in China, where the economy relies relatively more on oil imports for its strong manufacturing industries. The inflationary pressures persist for two years despite central banks’ efforts to curb inflation by increasing interest rates.   The effect of higher oil and gas prices on real GDP is shown in Figure 3. In the scenario described above, GDP would fall by 0.1-0.2% in major economies immediately. Partly due to higher interest rates, real GDP would continue to weaken for three years following the shock. After this, economic activity would start to return to base levels as oil and gas prices revert to their levels in the baseline forecast.   Increased shipping costs and supply chain disruptions A wider conflict in the Middle East could also affect the economy through higher shipping costs and supply chain disruptions. Houthi attacks on commercial ships in the Red Sea in late 2023 showed that such disruptions can have a huge impact on global trade through shipping, which comprises 80% of world trade volume. Following the rocket attacks by the Houthi rebels, some commercial shipping re-routed from the Red Sea to the Cape of Good Hope, leading to significant delays in travel times and increased freight costs. As a result, the Shanghai Containerized Freight Index – a measure of sea freight rates – rose by around 260% in the second quarter of 2024 with additional disruptions to supply chains. Our analysis shows that an increase of 10 percentage points in shipping cost inflation can lead to import prices rising by up to around 1% and consumer inflation increasing by around 0.5% in OECD countries. As Figure 4 shows, the impact of shipping costs on inflation shows its full effects over six quarters. This means that inflationary concerns could be with us for the next year and a half as a result of higher shipping costs that may emerge from any possible escalation of the Middle East conflict.   Wider economic implications and policy responses While rising geopolitical risk and increased oil and shipping costs can each individually exert upward pressure on inflation and may slow down economic activity in the global economy, the combined impacts are likely to be greater. Countries with stronger trade and financial ties to the Middle East and those that rely heavily on oil imports as an input for domestic production would be most affected. On the monetary policy front, central banks may have to take a more hawkish stance in response to rising inflationary pressures from the Middle East conflict. This could lead to higher interest rates, which would further dampen economic activity, particularly in an environment where there are already recessionary concerns in some major economies. Beyond its immediate economic implications, an escalation of the Middle East conflict could trigger large-scale displacement of people, which would increase economic and social pressures on neighbouring countries. Many countries may also have to increase their military spending in response to growing regional tensions. Given that public debt levels are already elevated in many countries due to successive shocks to the global economy over the past decade, any additional defence spending could come at the expense of public infrastructure investments that would otherwise boost productivity growth. Overall, the global economy is already underperforming as a result of the lagged effects of tight monetary policies, weaker global trade, a slowing Chinese economy and uncertainties surrounding the upcoming US election and possible changes to US trade policy. A potential escalation of conflict in the Middle East could exacerbate the situation by increasing uncertainties, harming efforts to bring down inflation and reducing global GDP growth. Over the medium and long term, it could further damage the global economy, with the possibility of refugee crises as well as increased defence spending, making the effects more complex and longer lasting. This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.

Diplomacy
16th BRICS Summit family photograph (2024)

BRICS Summit 2024 — everything, everywhere, all at once?

by Priyal Singh

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Ushering in a multipolar order requires a streamlined and coherent political agenda – not unfocused expansion.  The 16th BRICS Summit in Kazan, Russia, concluded last week with the usual grand declaration of the group’s commitments, concerns and aspirations.  Many media headlines, particularly in Western countries, focused on how the summit and BRICS generally, symbolised Moscow’s ability to circumvent the fallout of sanctions by turning to the global south. In this way, BRICS is indirectly viewed as a threat to Western efforts to isolate Russia, weaken its power projection capabilities, and end its invasion of Ukraine.  Western governments and analysts often struggle to frame BRICS’s evolution beyond a binary, zero-sum narrative in which the group is a key geopolitical challenge to the Western-dominated international order. This interpretation places the forces of democracy and liberal political values in one camp and authoritarian governments in another, with certain developing countries caught in the middle, trying to play one side off the other for their own benefit.  There is some merit to these kinds of headlines. Russia and China are primarily major status-quo powers. Both have been permanent United Nations Security Council (UNSC) members since its establishment. Moscow was the ‘other pole’ in the international order for most of the 20th century, a position Beijing is working towards. And the foreign policy goals of both place them in confrontation with the United States and its Western allies.  BRICS may be on a path towards unnecessary substantive bloat, and away from its core business.  So, are these two countries in a position to champion the global south’s cause, and why haven’t more representative bodies like the Non-Aligned Movement played a more prominent role?  The preoccupation with Russia and China detracts from BRICS’s broader, underlying geopolitical project – the need for global south countries to reform and shape the international order’s future direction on their own terms.  These include greater representation and agency in global policy- and decision-making bodies and facilitating greater freedom to trade, invest and borrow money outside the Western-dominated financial system. They also include a more just and equitable global power balance that reflects modern realities.  In pursuing these aims, BRICS countries have made steady progress on developing a shared strategic agenda for increased cooperation across various policy domains.  The Kazan summit’s 32-page outcomes declaration covers almost everything from reforming the UNSC and Bretton Woods institutions to climate change, biodiversity and conservation. It also covers challenges from global crises, conflicts and terrorism and a suite of economic development, health, education, science and cultural exchange-related issues.  A group of democracies, autocracies and theocracies speaking with one voice on human rights and democracy is absurd.  The group’s ballooning cooperation agenda may indicate progress. But it could also signify the limits of its diverse members’ ability to agree on ‘hard’ political and security matters central to the core business of reforming the international order.  The expansion of BRICS’ substantive agenda and its membership dilutes its primary purpose and reinforces the binary, zero-sum Western narrative its members constantly try to shed.  Tangible, albeit gradual, progress on establishing intra-BRICS institutions and processes such as the Interbank Cooperation Mechanism, the cross-border payment system and its independent reinsurance capacity suggest that BRICS’ clout and credibility are growing.  These initiatives could enable members to pursue their international economic objectives without the constraints and transactional costs associated with traditional financial bodies like the World Bank and International Monetary Fund. Ideally, this would improve their relative positions of global power and influence, and help deliver a more multipolar international order.  In contrast, deepening cooperation on big cat conservation, while important, doesn’t serve that purpose. Nor does facilitating youth exchanges on sports and healthy lifestyles or championing a BRICS alliance for folk dance. Including these kinds of initiatives in BRICS’ growing agenda detracts from its core objectives.  A streamlined agenda would divert attention from the contradictions and geopolitical manoeuvring of BRICS’ members.  More worryingly, this suggests that BRICS’ diverse constellation of member states is pursuing the path of least resistance – expanding their cooperation in every direction, hoping something eventually sticks.  Instead of doubling down on hard strategic questions about a shared conception of multipolarity, and the steps necessary to reform global governance and security institutions, BRICS seems to be heading for greater expansion and formalisation. And with that come the risks, challenges and institutional dependencies that have led to the stagnation and ineffectiveness plaguing more established international organisations in recent years.  Perhaps the group’s core members recognise that they have very different ideas of what constitutes multipolarity. Russia (and China to an extent) envisage much more than global institutional reforms, focusing instead on reimagining international norms and core principles.  These differences are also reflected in BRICS’ expanding membership. It seems Russian and Chinese enthusiasm has been curbed by other founding members, who prefer a ‘partner country’ model for future growth. This contrasts with the full membership offers to Argentina, Egypt, Ethiopia, Iran, Saudi Arabia and UAE in 2023. (Argentina’s new political administration declined, and the Saudis have remained non-committal.)    Most worrying, however, is BRICS’ preoccupation with promoting democracy, human rights and fundamental freedoms. There is no doubt that these terms are increasingly politicised and rife with double standards – among developing nations with mixed political systems and traditionally liberal, Western democracies. However, for BRICS to meaningfully champion normative values, its members must at least attempt to commit to common political governance systems in their own countries.  Having a group of partner nations composed of progressive constitutional democracies and closed repressive autocracies and theocracies attempting to speak with one voice on promoting human rights, democracy and fundamental freedoms is absurd. It reeks of empty political rhetoric at best, and Orwellian double-speak at worst.  This again dilutes BRICS’ key messages, undermines its important core business, and detracts from the significant progress being made towards a common strategic agenda.  BRICS primary goal moving forward should be to trim the fat.  A streamlined annual working agenda would divert attention away from its individual member states' contradictions and geopolitical manoeuvring. With a focus on addressing the international system’s failures, institutional reform and greater representation for global south countries in policy- and decision-making bodies could be prioritised.  This seems unlikely though, if this year’s summit is anything to go by. By following the path of least resistance, BRICS may be setting itself on a course towards increasing and unnecessary substantive bloat, and away from its core business.  Only time will tell if certain members are willing to be more assertive and correct course before they are too far down a path impossible to pivot away from. 

Energy & Economics
Earth globe with continent of Africa highlighted in red. 3D illustration. Elements of this image furnished by NASA

Africa in the Geopolitical Game

by José Segura Clavell, Casa África

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском A review of the African strategy of major powers considering the continent's growing global importance in economic, demographic, and even political terms. A few days ago, the United Nations General Assembly approved the so-called “Pact for the Future”, an action that the organization's Secretary-General, Antonio Guterres, described as "a historic moment" because it will allow "a step forward towards a more effective and sustainable networked multilateralism”. In the corridors of the United Nations, intensive work has been carried out for more than nine months to find the greatest possible consensus, and although the document (a 42-page agreement outlining 56 actions in areas ranging from nuclear, climate, and digital issues to human rights) was not put to a vote in the Assembly, it is known to have the support of most nations in the world, with the exception of Russia and some countries like Belarus, Iran, North Korea, and Eritrea. In Africa, 54 countries rejected Russian amendments aimed at halting the dialogue around this document, something perhaps facilitated by the possibility that a second permanent seat for Africa in the United Nations Security Council could soon be consolidated. The United Nations, and therefore multilateralism, are going through a difficult time: Ukraine, Gaza, or Lebanon bear witness to this. The right to veto in the Security Council turns any serious initiative to stop conflicts around the world into a joke. South African President Cyril Ramaphosa called for the reform of the organization to ensure that it becomes truly functional and democratic, in addition to demanding a well-deserved central role for the continent in conflict resolution and modern geopolitics. So, calls for multilateralism are heard everywhere, which basic definition, to put it simply, is when more than three countries agree to move together towards a specific goal, in a context where the world's geopolitics continues to function, breathe, and evolve like any living organism. This is also true in Africa.  China In early September, more than fifty African leaders (a record number) traveled to meet with President Xi Jinping at a new Summit of the Forum on China-Africa Cooperation (FOCAC), the major China-Africa gathering that began in the year 2000. As in each of the previous editions, President Xi announced a significant financial aid package, also outlining the main areas of future cooperation: $51 billion in loans, investments, and assistance for Africa over the next three years. Although this amount surpasses the $40 billion committed in 2021, it remains lower than the $60 billion promised in 2015 and 2018. The Africans also attended the meeting with a message: the trade balance needs to be adjusted. In 2023, Chinese exports to Africa reached $170 billion, while imports from the continent amounted to $100 billion, a significant difference that leaders like South African President Ramaphosa did not hide upon his arrival in Beijing. While China sends manufactured products, agricultural and industrial machinery, as well as vehicles, its imports from Africa are mainly concentrated in raw materials (oil, gas, metals, and minerals). China continues to be involved in initiatives such as the “Belt and Road Initiative”, the modernized Silk Road, and the construction of major infrastructure projects. Russia Russia's presence in Africa is not new. They were already in places like Angola during the Cold War and supported the struggles for independence in the 1960s, but perhaps now their actions on the continent are receiving more attention. With almost the entire world questioning its invasion of Ukraine, Russians find in Africa, especially in the Sahel countries, a point from which to secure mineral and economic resources and, at the same time, create tension and concern for the Europeans. Their support for military junta coups in countries like Mali, Niger, or Burkina Faso, or their influence in regimes like that of the Central African Republic, with a business model that exchanges security for mineral resources, for example, has shaken up the African geopolitical map. Their promises of cooperation in satellite or nuclear technology, still up in the air, captivate governments that have distanced themselves from the West and have chosen them as partners in recent years. The European Union In Europe, in my opinion, we continue struggling to understand how to approach our relationship and alignment with our African friends and neighbors. Individually, each country is making its efforts: Italy with the Mattei Plan, France repositioning itself after withdrawing from the Sahel countries, Denmark with a strong commitment, and now Spain, working on a new strategy of its own that we will learn about very soon. The migration factor and the colonial legacy continue to be issues that influence the relationship with African governments and even with civil societies. In geopolitical terms, Europe has given a name to its aspirations of influence: the Global Gateway. The undertaking is so vast and its objectives so ambitious that it deserves one, or even several, separate articles. Not only do I promise this, but I also share that, from Casa África, we will soon bring its representatives to the Canary Islands to explain what the Global Gateway entails, what funds it has, and how we, from the Archipelago, can act as a bridge with them. United States The U.S. elections are approaching, but before leaving office, Joe Biden will visit Africa (specifically Angola) for the first time in his term. This is a clear gesture towards the continent, which at least partially makes up for the fact that the previous president, Donald Trump, not only never visited it even once, but also left behind that infamous phrase caught by an open microphone in which he referred to African countries as “shitholes”. Faced with the overwhelming Chinese presence and the concerning Russian influence in the Sahel, many voices in the United States have called for a genuine diplomatic and economic effort on the continent. The choice of Angola is not trivial: the Americans are heavily invested in a strategic project crucial for the geopolitics of energy, the Lobito Corridor, a railway line that will connect the Angolan port of Lobito (on the Atlantic) with the city of Kolwezi in the Democratic Republic of the Congo. The goal: the transit of strategic minerals for the North American and European markets, which is key to reducing dependence on China for the so-called critical minerals (lithium, nickel, cobalt, graphite, manganese, or rare earth elements). Türkiye For a few years now, Türkiye has had a very clear objective of increasing its presence and influence in Africa. In the last two decades, Türkiye has nearly quadrupled the number of its embassies in Africa: from 12 in 2002 to 44 in 2022. Its flag carrier, Turkish Airlines, connects Istanbul with 62 African destinations. At the same time, it has achieved diplomatic reciprocity: 38 African countries have established embassies in Ankara. All of this is reflected in trade volumes, which increased from $5.4 billion in 2003 to over $41 billion in 2022 (although they dropped slightly to $37 billion in 2023). For example, in 2011, President Erdogan was the first international leader to dare to set foot in Somalia in 20 years. Now, Türkiye has a military base in Mogadishu and oil and gas exploitation agreements. It is also the fourth-largest arms supplier to sub-Saharan Africa: helicopters and, above all, the famous Bayraktar drones have been sold to many African countries. And, finally, the Turks are also making significant strides in infrastructure construction (more than 1,800 projects in the last 20 years, including the modernization of Tanzania's railways, for example). A noteworthy effort, but obviously still far behind the Chinese and Russians. Published in Kiosco Insular, eldiario.es, and Canarias7 on September 27 and 28, 2024.

Defense & Security
London, United Kingdom - April 29th 2023: Sudanese Protesters Outside Downing Street Protesting against the war in Sudan between the Military and the RSF.

Is peace possible between Sudan’s warring parties?

by Moses Chrispus Okello

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском Achieving lasting peace requires parties to negotiate with adversaries – no matter how difficult this may be. Ever since conflict erupted in Sudan on 15 April 2023, the Sudanese Armed Forces (SAF) and Rapid Support Forces (RSF) have been engaged in an attritional war, with support from various armed allies and proxy actors. The war is complicated by power struggles and ideological differences at both domestic and international levels, and has ethnic undertones. Can multiparty negotiations resolve the conflict that has killed an estimated 16 000 people and displaced millions ? And how feasible would talks be, given the zero-sum stakes involved? The SAF and RSF have numerous armed and unarmed allies that can become significant forces in their own right. The two are also proxies for a network of international actors, such as Egypt, the United Arab Emirates (UAE), Iran, Saudi Arabia, the United States (US), and Russia. These groups’ and Sudanese interests in continuing the conflict or resolving it aren’t always aligned. Amid this, the civilian group Taqaddum is positioning itself as an alternative and interlocutor between the RSF and SAF.   When the conflict started, multiple mediation channels were opened. The initial attempt was the May 2023 Saudi-US mediation process, which led to unsuccessful negotiations in Geneva in August 2024. The African Union (AU), Intergovernmental Authority on Development (IGAD) Quartet, Egyptian initiative, and United Nations Envoy are also engaged in separate but supposedly coordinated processes. These efforts have been ineffective due to the SAF’s preconditions, the RSF’s battlefield successes, and a lack of mutual acknowledgement by all factions. Additionally, the mediation entities have recently been competing with one another or taking sides with the factions. All processes appear to lack the leverage required to facilitate dialogue between the parties. Although these factors contribute to prolonging conflict, they’re not the main barriers preventing the factions from resolving their disagreements. The numerous unsuccessful negotiations suggest that the parties have different preferences for mediation formats and strongly oppose each other. Power struggles and ideological differences at domestic and international levels complicate Sudan’s war Furthermore, the various mediators’ strategies follow a predictable incremental logic, starting with a humanitarian ceasefire and aiming for a power-sharing arrangement. All parties can anticipate the steps in this process and are hesitant to engage in processes that could result in outcomes similar to the failed pre-conflict setup. More importantly, Sudan’s various factions have different visions for the country’s future.   The RSF’s unwillingness to integrate into the national army, as stipulated by the political Framework Agreement, indicated their suspicion of National Congress Party (NCP) members who hold high-ranking positions in the SAF. This mistrust sparked the conflict. Since then, their ambitions have evolved, principally due to the SAF’s inept diplomacy, and now encompass acquiring political power and radically altering Sudan’s political landscape. The RSF’s vision for Sudan excludes NCP members and purported Islamists, whose fusion of state and religion is partially blamed for the country’s misrule. On the other hand, SAF members who are remnants of the NCP and Islamists perceive the RSF as their protégés, amateur soldiers, and even traitors who are undeserving of leadership roles. In contrast to the SAF’s lower ranks, the NCP holds deep resentment towards the RSF and believes military action is a fitting response to what they view as a betrayal. Similarly, the SAF is displeased with the RSF for failing to implement Jeddah agreement commitments. It also seems the SAF is more inclined to break apart than to share power with Taqaddum, who are believed to be internationally influential but insignificant in domestic politics. Despite professing impartiality, Taqaddum’s antipathy towards the Islamists and NCP has resulted in their association with the RSF, despite their denial of any formal ties. However, Taqaddum competes for influence with offshoots of the Forces of Freedom and Change, Democratic Bloc, and Resistance Committees, making it hard to assert leadership in a fragmented civilian landscape. These perspectives are shaped by ideological differences among the parties involved, making a swift resolution improbable. Parties are hesitant to engage in processes that could result in outcomes similar to the failed pre-conflict setup The NCP and Islamists present a singular challenge for Taqaddum and the RSF. The RSF, which includes ethnic groups linked to the NCP and Islamists, must engage in negotiations with an opponent whose fundamental beliefs challenge its very existence. In contrast, a secular government in post-conflict Sudan is an unnegotiable demand for many Darfur armed movements. This position is acceptable to Taqaddum and the RSF – but it is a red line for the Islamists and NCP. Negotiating with the RSF poses significant legal and ethical challenges for all parties, given its checkered history of human rights abuses dating back to the 2003 Darfur conflict and its continuing transgressions. Despite this, the RSF’s control over almost half of Sudan’s landmass makes its participation indispensable in any peace process. While the full extent of Taqaddum’s ambitions remains uncertain, one could speculate that their end goal is to gain political power. To achieve this, they must either ally with one of the armed factions, openly or secretly, or enhance their standing among civilian groups. Nonetheless, partnering with the SAF or RSF comes with political risks. Despite this, some consider the RSF a more dependable choice than the SAF, owing to its perceived history of reliability. The inflexibility of all parties is transforming Sudan into a hybrid of Libya and Somalia, with implications for the broader Horn of Africa. Taqaddum’s equivocation at July’s Cairo Conference of Political and Civil Forces and the AU preparatory Inter-Sudanese dialogue meeting weakened both processes. The RSF’s control over almost half of Sudan’s landmass makes its participation indispensable in any peace process By declining to join the January IGAD summit and the Geneva discussions in August, and pulling out of the less publicised but more practical Manama talks, the SAF enabled the RSF to present itself as more open to peaceful resolution. Nevertheless, this shouldn’t be interpreted as a genuine willingness on the RSF’s part to engage in negotiations. It’s also been hesitant to implement the Jeddah Declaration of Commitment to Protect the Civilians of Sudan, even though doing so would remove the SAF’s primary reason for not participating in many processes. Despite opposing parties’ sharp differences, achieving peace requires engaging in negotiations with adversaries, regardless of how reprehensible they may be. This approach is consistent with the recommendations of IGAD, AU, and UN for an ‘all-inclusive’ process. If the parties insist on a ‘most-inclusive’ solution, they’ll exclude key factions, leading to inevitable post-conflict relapse and the real possibility of disintegrating Sudan. Sudan’s parties can learn from their own past experiences and those of countries like South Africa, Columbia and former Yugoslavia with multi-level and multimodal negotiations. These involved antagonistic actors and issues but led to outcomes that helped alleviate armed conflict. By addressing core issues first, they can realistically tackle the interests of secondary actors such as the UAE, Iran, Saudi Arabia, Egypt, US and Russia, which are increasingly overshadowing internal Sudanese disagreement and dominating the conflict. The article was publilshed by ISS Today. Original article here (please add the link to ISS Today website https://issafrica.org/iss-today/is-peace-possible-between-sudan-s-warring-parties)

Defense & Security
Red Sea - IMG_0150.JPG

Navigating the Red Sea: Addressing threats and harnessing potential

by Frederic Gateretse-Ngoga , Farea Al-Muslimi , Lisa Boström , Veera Tuomala

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском Photo credit: Flickr/Sailing Nomad - https://creativecommons.org/licenses/by-nc-nd/2.0/ Ambassador Frederic Gateretse-Ngoga, Farea Al-Muslimi, Lisa Boström and Veera Tuomala In recent months, the Red Sea has drawn global attention, particularly due to Houthi attacks on shipping in the Bab el-Mandeb Strait, as well as the deal between Ethiopia and the self-declared Republic of Somaliland on access to the Gulf of Aden, which sparked a dispute with Somalia. The rising tensions and increasing military responses risk worsening conflicts in a highly volatile region. The renewed focus on the Red Sea, however, also provides an opportunity to redouble commitment to multilateralism and enhance the collective action needed to address threats facing the region. This blog post gives an overview of current issues in the region and possible ways to address them, building on the outcomes of a panel discussion at the 2024 Stockholm Forum on Peace and Development. Geopolitical competition in the Red Sea region The Red Sea has become a major flashpoint for global and regional contestation, with local, regional and global conflict dynamics deeply intertwined. Regional and global powers are constructing naval bases and military installations around the Red Sea to enhance their power projection, fuelling existing tensions and exacerbating ongoing conflicts. This has aggravated already dire humanitarian conditions, contributing to fragility across the Horn of Africa, the Middle East and North Africa. In Sudan, competition between Gulf states is widely considered a driving factor behind the civil war. In Somalia and Yemen, external influences have fuelled internal disputes and aggravated tensions, undermining state-building efforts and incurring particularly devastating consequences in Yemen. Climate change and a scramble for scarce natural resources and critical commodities, including water, agricultural land and food supplies, may reinforce this dynamic. Gulf states, in particular, have invested billions in agriculture and manufacturing in the Horn of Africa in recent years to secure food production and tap into the region’s burgeoning labour markets. Regional insecurity escalates Insecurity in the Red Sea region reached a critical point in early 2024 when the Houthi attacks on ships in the Red Sea, the Gulf of Aden and the Bab el-Mandeb Strait in response to the ongoing conflict in Gaza, further threatening regional and international stability, upending trade and disrupting global markets. In response, the United States and the United Kingdom carried out airstrikes against targets in Yemen, while the European Union took a more defensive approach with the launch of Operation ASPIDES to protect vessels. This escalation delayed peace negotiations in Yemen, weakening the fragile trust needed to agree on an extended ceasefire and a roadmap to peace. The Houthi attacks also further compounded humanitarian challenges, disrupting the flow of essential goods and humanitarian aid to the Horn of Africa and the Red Sea region more widely, thus worsening shortages and human suffering. In Sudan around 26 million people, more than half the population, are suffering acute food insecurity. In Yemen, around 22 million people are in need of humanitarian assistance, with about 17 million facing acute food insecurity. Instability on both coasts has also increased migration across the Red Sea. The number of migrants from the Horn of Africa arriving in Yemen has nearly tripled in recent years, with tens of thousands making the dangerous crossing annually in search of better economic opportunities. Additionally, the rise in piracy off the coast of Somalia has exacerbated regional insecurity, with reports of coordination between the Houthis and the Al-Shabaab armed group in the Horn, increasing the risk of human trafficking and forced migration. Opportunities to strengthen multilateralism, cooperation and collective action The barriers to effective cooperation in the Red Sea region are significant but not insurmountable. Historical rivalries and political instability have eroded trust among countries in the region, and the diverse priorities and strategic interests of these countries complicate collaboration. Despite these challenges, the region holds immense potential for growth and development. The strategic location and resources of countries on both shores, if harnessed constructively and collectively, could spur economic prosperity and regional stability. However, the region can realize its potential and accelerate socio-economic development only through inclusive growth, innovation and addressing long-standing developmental challenges. In this regard, prioritizing economic and regional integration is critical to unlocking the region’s vast potential. Indeed, the geographical proximity between the Horn of Africa and Yemen across the Bab el-Mandeb Strait has brought about initiatives such as the Bridge of the Horns, proposed in 2007 between Djibouti and Yemen, which represented a bold vision for a more integrated, peaceful and prosperous region. While the project did not materialize, it is symbolic of the potential for deep and mutually beneficial economic, cultural and political ties across the Red Sea. While there are currently no operational overarching mechanisms or forums for multilateral cooperation around the region, the establishment in 2020 of the Red Sea Council—formally the Council of Arab and African States bordering the Red Sea and the Gulf of Aden—could fill this gap. Once operational, it could help to mitigate tensions and foster cooperation towards a shared vision for the region. Moving forward There are several areas where enhanced cooperation is achievable and could benefit the Red Sea region as a whole. For example, establishing joint coastal patrols and information-sharing mechanisms could significantly enhance maritime security and combat piracy, smuggling and terrorism along the vital maritime corridor. Developing regional trade agreements and infrastructure projects could boost economic growth and interdependence, reducing the likelihood of conflict. Collaborative efforts to address climate change, manage shared water resources and protect marine ecosystems could promote sustainability and reduce resource-related tensions. Coordinating humanitarian responses and development programmes could address the root causes of instability, such as poverty, food insecurity, and poor access to education and healthcare. Finally, establishing platforms for dialogue and mediation could help to resolve disputes peacefully, preventing the escalation of conflicts. By focusing on these areas, the countries of the Red Sea region could move towards a more cooperative, stable and prosperous future. Strengthening cooperation through robust multilateral frameworks is vital to addressing the factors that underpin regional insecurity as well as to promoting sustainable development. Regional solutions should be led by the region, rather than relying on external entities whose priorities and resources are currently focused elsewhere. Countries on both coasts of the Red Sea need to view each other as partners for common goals and stability, prioritizing cooperation to connect their needs and interests effectively. As United Nations Secretary-General António Guterres notes in the New Agenda for Peace, rebuilding consensus around shared norms and developing new ways for states to act cooperatively is crucial to addressing collective challenges and meeting shared objectives. SIPRI is pleased to share a series of guest blog posts from partners of the 2024 Stockholm Forum on Peace and Development. This blog builds on a panel discussion at the Forum on the topic ‘Red Sea Security in a Time of Disorder’, which was organized by CMI–Martti Ahtisaari Peace Foundation.

Energy & Economics
Forum on China-Africa Cooperation

China promises to expand cooperation with Africa and invest US$ 51,4 billion by 2027

by Mauro Ramos , Ana Paula Rocha

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском Picture: https://creativecommons.org/licenses/by-nd/2.0/ China now has strategic partnerships with 53 of the 54 African countries; investments range from industry to agriculture After holding bilateral meetings with 25 African heads of state in less than a week, China's President Xi Jinping announced on Thursday (5) the project to implement ten partnership actions with the continent that will be financed by the Chinese government to the value of 360 billion yuan (US$ 51,4 billion). According to the Chinese president, the projects should affect various areas of infrastructure and the transfers should be carried out by 2027. He has been meeting with presidents of African countries in Beijing since Monday (2), before and during the Forum on China-Africa Cooperation (FOCAC, in English), which began on Wednesday (4) and runs until Friday (6). In the current edition, China has decided to sign strategic partnerships with all the African countries with which it has diplomatic relations – or 53 of 54. Raising the level of partnerships is a growing practice in Chinese foreign policy to strengthen ties with countries, mainly in the so-called Global South. The total investment will be divided into a credit line of 210 billion yuan (around US$ 29,8 billion), 80 billion yuan (US$ 11,3 billion) in assistance, and 70 billion yuan (US$ 9,9 billion) of investment by Chinese companies in Africa. Regarding health cooperation, it was planned for the joint creation of an alliance of hospitals and medical centers. China has promised to send 2,000 health workers to the continent and launch 20 programs for health facilities and malaria treatment. According to the WHO, in 2022 Africa had 94% of the world's malaria cases (233 million) and 95% of the deaths caused by the disease (580,000). In agriculture and food, China will provide African countries with 1 billion yuan (around US$ 142,1 million) for emergency food assistance, the construction of standardized agricultural “demonstration areas” of more than 6,600 hectares, the sending of 500 agricultural experts and the creation of a “China-Africa agricultural scientific and technological innovation alliance.” In this sector, the Chinese president said that “two-way investments will be encouraged for new businesses of Chinese and African companies”, to help them gain added value and create at least 1 million local jobs. Common security is the tenth area of cooperation announced. Xi said China will offer 1 billion yuan to train 6,000 military personnel and 1,000 police officers, “and invite 500 young [African] military officers to visit China”. It also announced the creation of a digital technology cooperation center to start 20 digital projects and 30 infrastructure connectivity projects in Africa. This week, the presidents and heads of state of Libya, Mali, Comoros, Togo, Djibouti, the Seychelles, Chad, Malawi and Mauritania signed an agreement to upgrade diplomatic relations with China to the level of strategic partnership. Other countries, such as Nigeria and Cameroon, have adopted what is known as comprehensive strategic partnerships. South African President Cyril Ramaphosa signed a “new era comprehensive strategic cooperative partnership” with the Asian giant, which is now the highest relationship with China among African countries. In addition, two documents were signed, the “Beijing Declaration on Joining Hands to Advance Modernization and Build a High-Level China-Africa Community with a Shared Future for the New Era” and the “Beijing Action Plan (2025-2027)” of the Forum on China-Africa Cooperation. The long name of this Beijing Declaration is part of the country’s diplomatic terminology and is the highest used for a partnership with an entire region. Right to modernization On Thursday (5), Wang Yi, China's foreign minister held a press conference with his counterpart from Senegal, Yassine Fall, and from the Republic of Congo, Jean-Claude Gakosso, to comment on the partnership, results and prospects. Wang Yi emphasized the need to build multilateralism with Africa. “We must always listen to Africa's voice [...] without being condescending.” The Beijing document argues that Africans “are qualified to serve as heads of international organizations and institutions.” African countries, in return, highlighted in the document their appreciation that China was the first country to support the African Union's entry into the G20. China welcomes the fact that more African countries are joining the BRICS, since in addition to South Africa, Egypt and Ethiopia joined the group last year. At the press conference, Wang Yi also called for China and Africa to face together challenges such as “small gardens and high fences”, about the U.S. strategy of protectionism against China. Referring to cooperation with the continent, Wang Yi said the country does not want to “play geographical games, or confront blocs”. “We want to reach a consensus in the international community [...] everyone has the right to modernization.” For his part, Yassine Fall emphasized China's commitment to increasing the supply of exports from African countries to China, the elimination of customs barriers for the least developed countries – which include 33 African countries – and financial support for small and medium-sized enterprises. Translated from Portuguese to English by: Ana Paula Rocha

Energy & Economics
Power plant near Standerton in the South African province of Mpumalanga

Ghana is planning its first nuclear energy plant: what’s behind the decision

by Seth Kofi Debrah

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском Ghana is considering bids from five companies for the construction of what would be its first nuclear power plant. The companies are: France’s EDF, US-based NuScale Power and Regnum Technology Group; China National Nuclear Corporation; South Korea’s Kepco and its subsidiary Korea Hydro Nuclear Power Corporation; and Russia’s Rosatom. The Conversation Africa’s Godfred Akoto Boafo interviewed Seth Kofi Debrah, director, Nuclear Power Institute, Ghana Atomic Energy Commission, on the pros and cons of adding nuclear power to the country’s power mix, and why Ghana needs to diversify and identify new energy sources. What makes the nuclear option attractive to Ghana? The country’s industrialisation ambitions, fuel constraints, limited resources, climate conditions and international commitments to climate change mitigation are among the factors driving Ghana to include nuclear power in the energy mix. Nuclear power is available all year round, making it reliable. The nuclear power plant is expected to operate as a baseload plant (the production facility used to meet some or all of an area’s continuous energy demand), with a capacity factor of about 92%. A conventional nuclear power plant typically operates for 92% of a calendar year as compared to 54% for natural gas power plants, 24% for solar and 34% for wind power plants. Demand for electricity is growing across the nation. Currently, 84% of the population have access to electricity but may not be connected to the electrical grid. This means the power is available in their area but they may be unconnected due to personal circumstances. Electricity demand is expected to grow rapidly on the back of electrification projects planned by successive governments, like the rural electrification project (which aims at supplying electricity to all communities with a population of 500 or greater) and industrialisation initiatives (such as developing the manufacturing, alumina and iron industries). Another reason for choosing nuclear power is that Ghana sees it as a way of supporting its industrial ambitions in the sub-region. For example, Ghana aims to become a net exporter of electricity in the region through the West African Power Pool, a specialised agency of the Economic Community of West African States. It covers 14 of the 15 Ecowas countries and is intended to supply them with reliable energy at a competitive cost. According to the World Bank, the average electrification rate in west Africa is about 42%, which means that almost half of the region’s population has no access to electricity. Ghana has an 84% electrification rate. Ghana believes nuclear power can help it achieve its industrial ambitions while fighting climate change. As a signatory to the Paris Agreement, Ghana has an international obligation to reduce greenhouse gas. Nuclear power does not produce any of the greenhouse gases. Ghana’s electricity sector is dominated by thermal plants that use natural gas – a fossil fuel. Fossil thermal plants make up 64% of the current energy mix. This is an over-dependence on a single fuel source. Natural gas has competing uses in different sectors, so there are frequent fuel shortages. And the price of natural gas is set by international markets, which leads to price volatility. Ghana has its own source of natural gas. But these reserves are expected to start declining by 2028. How dependable is the country’s current energy mix? Ghana’s current energy mix is made up of 1,584MW installed capacity of hydro, 3,758MW of thermal power plants (mostly powered by natural gas) and 112MW of solar generation. But the dependable capacity (the total amount of electricity that the facility can produce and deliver to the power grid) of renewables is non-existent since the source of their power generation is variable. The dependable capacity of the energy mix of a country matters a great deal. The energy mix must have strong baseload capacity (the minimum amount of electric power needed to be supplied to the electrical grid at any given time) before renewables are considered, to ensure reliability. No industralised nation developed its economy based on variable generation of electricity. They needed a reliable backbone that could be depended on at all times. European countries used natural gas, coal, hydro or nuclear as their baseload capacity and added on variable renewables. If Ghana wants to exploit its natural resources and become an industrial giant, it needs sustainable, reliable and affordable baseload electricity. That can be found in a source like nuclear. What’s the government’s case for nuclear? Ghana doesn’t have many other energy options. It has good sources of hydro but most have already been exploited. Potential small dams are being affected by climate change or variability and illegal mining. And the economic justification for more small hydro plants is in doubt. Ghana started its nuclear power journey as far back as the early 1960s but the idea was never realised. The nuclear power programme was restarted in 2007 under former president John Agyekum Kufuor. The programme has followed the International Atomic Energy Agency’s three-phase approach. Ghana is now at phase 2: vendor selection and site preparation. The plant, which is expected to be constructed along the coast of the country, is planned to come online in early 2030. Given Ghana’s financial constraints, is nuclear power a good idea? Nuclear power plants have proven to be among the cheapest sources of electricity around the world. Even though nuclear has a huge upfront financial burden, its long lifespan (over 60 years) and low running cost makes it one of the cheapest baseload sources of electricity. Around the world, advanced countries seek financial support for their nuclear projects. There are various models to finance nuclear power plant procurement, including the option of a public private partnership. How about nuclear waste and the cost of dealing with it? Ghana already operates one of the few radioactive waste storage facilities in Africa. This means that when Ghana builds a nuclear power plant it will already have capacity in nuclear waste management. Radioactive waste management, which deals with nuclear waste, is an issue that needs to be addressed in the early stages of planning a nuclear plant. This is evident in the International Atomic Energy Agency milestone approach which most countries follow to develop a nuclear programme. It shows all the 19 infrastructure issues that need to be addressed throughout the three-phased approach. It is the only power plant that is responsible in dealing with its waste after its lifetime. In effect, it is the only power plan that plans and pays for its waste management during operation and post operation with dedicated funds for waste management. The costs of managing nuclear waste and the nuclear power plant’s decommissioning at the end of its operating life are included in the nuclear power plant tariff. This is a safety requirement as enshrined in the International Atomic Energy Agency safety standards. Furthermore, the country of origin has strict regulations about decommissioning which have to be adhered to by nuclear power plant owners. One of the major concerns by the public is the treatment or storage of the high level spent fuel that is sometimes referred to as “waste”. High level spent fuel is the fuel that has been used up through irradiation. These used fuels usually have over 90% usable fuel that can be re-used through reprocessing.