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Diplomacy
Magnus Brunner & François Bayrou - 2025

France at a political impasse after the fall of the French government

by Anja Czymmeck

Anger, frustration and no confidence For the first time in the history of the Fifth Republic, a French government has been toppled following a vote of confidence based on Article 49.1 of the constitution. On September 8, the National Assembly refused to trust the cabinet of Prime Minister François Bayrou - a historic turning point in French politics. The Élysée Palace announced that President Emmanuel Macron had "taken note" of the government's failure and would "appoint a new prime minister in the coming days". While strikes and blockades have been announced for September 10 and 18, which are intended in particular to express the dissatisfaction of the French with regard to their purchasing power and further economic cuts, the question arises as to how Macron intends to maneuver France out of the political impasse and survive until the 2027 presidential elections. Clear vote, divided bourgeois-conservative camp Prime Minister François Bayrou's government clearly lost the confidence of parliament with 364 votes against, only 194 in favor and 15 abstentions. The result reflects a broad rejection of the government in almost all political camps. MPs from the Rassemblement National (123 votes), the populist left-wing La France Insoumise (LFI) (71), the Socialists (66), the Greens (38), the Communists (17) and the parliamentary group of former Les Républicains leader Eric Ciotti voted unanimously against the cabinet, Union des droites pour la République (15), as well as the majority of the opposition group Liot (Libertés, indépendants, outre-mer et territoires) (15 of 23 MPs), which unites several MPs from the center-left, center and center-right spectrum. Even six non-attached MPs did not express their confidence in Bayrou. The disagreement within the conservative Républicains parliamentary group was remarkable with regard to the government participation to date. While many parliamentary groups took a united stance, the Républicains were very divided: 13 of their MPs voted against confidence, 27 in favor and 9 abstained. In the run-up to the vote, parliamentary group leader Laurent Wauquiez had given MPs a free choice and expressed so much criticism in his speech before the vote that it was easy to forget that his party provides some of the ministers. On the government side, in addition to almost all MPs from the presidential camp Ensemble pour la République (90 out of 91 votes), the partners from the MoDem alliance (36 votes) and Horizons (34 votes) also voted in favor of confidence. Support also came from 27 Républicains MPs, four members of the Liot group and three non-attached MPs. In addition to the nine LR MPs, abstentions came from four Liot members, one non-attached MP and Violette Spillebout from the presidential majority. Reactions of the parties and options for action The fall of Prime Minister François Bayrou reflects the ongoing political instability in France. Head of state Emmanuel Macron, who is being held responsible for the crisis even within his own camp due to the dissolution of the National Assembly in the summer of 2024, is under pressure to put forward a new candidate for the post of prime minister. All parties appear trapped in their positions and show little willingness to compromise.   Emancipation of the presidential majority from head of state Emmanuel Macron Former Prime Minister and current leader of the Ensemble pour la République parliamentary group, Gabriel Attal, criticized a "state of permanent instability", which in his opinion could not be remedied by early elections. Dissolving the National Assembly would be "the worst solution", he explained. The real challenge does not lie with the electorate: "The French voted a year ago. The problem is not the citizens, but a political class that is incapable of agreeing on a common path." Gabriel Attal, therefore reiterated his wish on September 9 that President Emmanuel Macron should first appoint a "negotiator" before a decision is made on the appointment of the prime minister. According to Attal, this person should "not come from direct active politics“ but should be able to "bring all the players to the table". While the Élysée Palace announced that President Macron would appoint a new prime minister "in the coming days", Attal emphasized that the only relevant deadline was 31 December - the date by which the budget for 2026 must be adopted and the draft of which must be submitted to parliament by 7 October at the latest. People close to President Emmanuel Macron assume that he will not appoint anyone he does not know well or whose convictions do not match his own. The appointment of a minister from the Bayrou government is therefore not completely out of the question.  The names of Defense Minister Sébastien Lecornu, a close confidant of Macron, and Catherine Vautrin, Minister of Labor and Health, whom Macron almost appointed as Prime Minister in 2022, but then opted for Elisabeth Borne, have been mentioned. The name Gérald Darmanin is also mentioned particularly often, who, as Minister of Justice and former Minister of the Interior, originally came from the ranks of the Républicains. However, his appointment could quickly meet with resistance from the left. The name of the current President of the National Assembly, Yaël Braun-Pivet, is also circulating. Fall of the president as a logical consequence of the election result for the left-wing populist France Insoumise The leader of La France Insoumise (LFI), Jean-Luc Mélenchon, called the result of the confidence vote a "clear victory" and declared that Emmanuel Macron was now "on the front line against the people". The founder of the far-left party called for the head of state to resign immediately. Immediately afterwards, LFI parliamentary group leader Mathilde Panot announced the filing of an impeachment motion against the President of the Republic. There is no willingness on the part of LFI to enter into talks to propose a prime minister together with the former allies of the Nouveau Front Populaire, namely the Socialists. "The only government we will support is our own, the one based on a program of change," Mathilde Panot emphasized on 2 September. A government with socialist representatives, should it come into being, could not expect the support of La France Insoumise. The Socialists see their chance The leader of the Socialist Party, Olivier Faure, is in favor of President Emmanuel Macron appointing a prime minister from the left-wing camp. His name was already mentioned as a potential candidate before the vote of confidence, and he signaled his willingness to be available. When asked how the Socialist Party would react to the possible appointment of a prime minister close to Macron, such as Sébastien Lecornu or Catherine Vautrin, Faure avoided giving a clear answer. "I'm not going to take part in speculation about what I would do with this or that person. At the moment, it's about laying claim to government responsibility and creating the conditions for this," he explained. Given the 66 MPs that the Socialist Group has at its disposal, it would have a central role to play in the current composition of the National Assembly. "What we need today is change," Faure continued. "We must finally open up a political perspective to citizens who are clearly expressing their dissatisfaction - one that does not consist of merely continuing what we have been experiencing for years." If the next prime minister does not come from the left-wing camp, the question arises as to whether Emmanuel Macron will at least facilitate a dialog with them in order to avoid a renewed rejection by the Socialists and the person sought would also have to be "acceptable" to the bourgeois-conservative camp, which is likely to be difficult. Bernard Cazeneuve, former Prime Minister under François Hollande, is considered a possible candidate from the ranks of the Socialists. However, his distance from the party makes broad support from the left difficult. His name was already under discussion after the dissolution of parliament in June 2024 - but Macron decided not to nominate him. Other names that have also been mentioned include Finance Minister Éric Lombard, a former member of the Socialist Party, and Raphaël Glucksmann, leader of the social democratic Place publique. The Rassemblement National calls for new elections During the debate on the vote of confidence in the National Assembly, Marine Le Pen called on Emmanuel Macron to dissolve the National Assembly and called for new elections. Marine Le Pen said: "Dissolution is an obligation for him [Emmanuel Macron]". In the event that a new prime minister is appointed from the presidential majority or the left-wing camp, the leader of the right-wing populist party, Jordan Bardella, announced that his parliamentary group would refuse to trust him. With regard to the impeachment proceedings announced by France Insoumise against Emmanuel Macron, Jordan Bardella sharply criticized Jean-Luc Mélenchon. He accused him of seeking "disorder, the collapse of the country and the destruction of social cohesion". At first glance, the party's position appears contradictory, as the leader of the parliamentary group, Marine Le Pen, has been declared provisionally ineligible, although her legal remedies have not yet been exhausted. Le Pen has already announced that she will submit a Question Prioritaire de Constitutionnalité (QPC) in the event of early parliamentary elections, which will question the constitutionality of the provisional ineligibility. Disagreement among the Républicains about their own role in the party structure Bruno Retailleau, leader of the Républicains and still Minister of the Interior, emphasized the urgent need to appoint a new Prime Minister immediately. In view of upcoming demonstrations and a "particularly sensitive September for riots", there should be no vacancy of power. "We need a prime minister who embodies the power of government as soon as possible. This is of crucial importance - especially with regard to safeguarding public order," Retailleau emphasized. Retailleau made it clear that the bourgeois-conservative camp would not accept the appointment of a prime minister from the ranks of the Socialist Party under any circumstances. For him, it is clear: "There is no question of accepting a government that includes ministers from the left or even France Insoumise." This is the only way to ensure a clear demarcation from the left-wing opposition. Retailleau thus sets himself apart from parliamentary group leader Laurent Wauquiez, who warns against premature condemnations and does not seek "automatic censorship" against a government with socialist participation. He only considers a rejection to be justified if the executive actually "includes ministers from La France Insoumise or implements the program of the Nouveau Front Populaire." The preferred candidate of parliamentary group leader Wauquiez is Xavier Bertrand, who briefly left the party and was an unsuccessful candidate in the 2022 presidential elections, but then returned to the party and has been the president of the regional council in the Haut-de-France region since 2016. Conclusion and outlook The pressure on the Élysée Palace is increasing and the various political parties are pursuing different strategies - either they are pushing for a dissolution (of the National Assembly) or for the resignation (of the President). For some of them, political stability no longer has any value and the will to reform does not appear to be sustainable; on the contrary, reforms that have already been implemented, such as pensions, are to be reopened and renegotiated. In the meantime, the voices calling for electoral law reform are becoming louder again - radical voices even see the end of the Fifth Republic. However, it is also clear that the constitution of the Fifth Republic and its institutions are not responsible for the political polarization, but rather the current majority situation.  The tripartite division of the political landscape reflects the feelings of French voters, which, according to polls, would not change significantly even if new elections were held. It remains to be hoped that the democratic parties in the center can pull themselves together to form a government with a clearly defined work plan that can pull the country out of the crisis. This would require a willingness to compromise and negotiate across party lines without the involvement of the extremes. Unfortunately, the current signals from the party leaders give little hope of an agreement in the interests of France's political (and economic) stability. The country is facing turbulent days, not only because of the desperate search for a stable government, but also because of the waves of protests announced by trade unions and left-wing groups that threaten to paralyze the country. The text of this work is licensed under the terms of "Creative Commons Attribution-ShareAlike 4.0 international", CC BY-SA 4.0 (available at: https://creativecom mons.org/licenses/ by-sa/4.0/legalcode.de)

Diplomacy
President of Russia Vladimir Putin meeting with North Korean leader Kim Jong-un (2025)

Why Xi, Putin and Kim on One Stage Matters

by Roie Yellinek

Beijing’s Victory Day parade in Tiananmen Square was designed to dazzle: ranks of uniformed troops, formations of aircraft, and an arsenal of new systems meant to underscore China’s rapid military modernization. But the most consequential image was not a missile or a stealth jet. It was a tableau of three leaders—Xi Jinping at the center, flanked by Vladimir Putin and Kim Jong Un—watching the spectacle together. The scene, widely broadcast and photographed, turned a commemorative event into a geopolitical marker. It was less a snapshot than a signal: the public normalization of a deepening alignment among China, Russia, and North Korea, at a moment when Western democracies are struggling to sustain cohesion on core strategic questions. The parade itself offered the familiar mixture of hardware and narrative. Coverage highlighted the unveiling or public confirmation of advanced systems across domains: upgraded intercontinental missiles, new submarine-launched ballistic missiles, hypersonic and anti-ship capabilities, long-range bombers, early warning aircraft, and a broad stable of unmanned platforms, including undersea vehicles and “loyal wingman” drones. Chinese media presented these developments as evidence of a “world-class” People’s Liberation Army (PLA) moving beyond legacy constraints and into truly multi-domain operations, with information, space, and cyber now integrated alongside land, sea, and air. Independent reporting catalogued the breadth of systems and emphasized a narrative of credible deterrence and strategic depth rather than mere choreography. Yet the more instructive message was political. The presence of Putin and Kim, alongside other leaders, was not a mere ceremonial occurrence. Each leader arrived with clear incentives to be seen at Xi’s side, and each gained by lending visual weight to Beijing’s story. For Moscow, the image reinforced the claim that Russia is not isolated, that it retains powerful partners and is embedded in a wider non-Western coalition. For Pyongyang, the moment was even more significant: an opportunity to step out of diplomatic isolation and be recognized publicly as a member of a consequential strategic grouping. For Beijing, hosting both leaders signaled that China can convene and coordinate—projecting status, reassuring sympathetic governments, and unsettling adversaries by hinting at a tighter web of cooperation among U.S. rivals. The convergence behind the optics has been building for years, and could have happened only on Chinese soil. China and Russia have expanded their coordination across energy, defense, and diplomatic, even as they preserve maneuvering room on sensitive issues. North Korea’s accelerating exchanges with Russia, alongside growing political warmth with Beijing, provide a third leg to this emerging tripod. None of this amounts to a formal alliance with mutual defense obligations. But it does resemble a strategic alignment held together by shared interests: resisting a U.S.-led order, blunting sanctions pressure, reducing vulnerability to Western technology restrictions, and demonstrating that alternatives exist to dollar-centric finance and Western supply chains. The choreography on the rostrum did not create this alignment; it made it more legible and clear. Memory politics is a key component of that legibility. Beijing’s decision to anchor the parade in the commemoration of victory over Japan allows contemporary power projection to be cloaked in a unifying moral narrative. China increasingly leverages World War II memory in diplomacy—shaping a “memory war” that reframes the post-1945 order and what is seen from China as its rightful place within it. Russia’s long-standing use of the “Great Patriotic War” plays a parallel role, justifying current policies through selective historical continuity. North Korea’s revolutionary mythology fits easily into this narrative architecture. By standing together at an anniversary of anti-fascist victory, the three leaders signaled an ideational convergence that complements their material cooperation: a claim to moral legitimacy as guardians of an alternative international vision. The military dimension of the parade, while not the core of this argument, still matters. Displays of a maturing triad—land-based ICBMs, submarine-launched systems, and an air-launched nuclear component—aim to convey survivable second-strike capacity. The public presentation of hypersonic and anti-ship systems is meant to complicate adversary planning in the Western Pacific. The range of unmanned platforms suggests an intent to saturate domains with relatively low-cost, attritable assets, improving persistence and compressing the sensor-to-shooter loop. It is prudent to treat parades cautiously: not all showcased systems are fully operational or fielded at scale, and performance claims are difficult to validate. But as an indicator, the breadth and integration of platforms reflect a planning culture committed to joint operations and “intelligentized” warfare, where AI-enabled targeting and decision support are not theoretical ambitions but programmatic priorities What, then, does the image of Xi–Putin–Kim actually change? First, it clarifies expectations. Observers no longer need to infer the trajectory of this triangular relationship from scattered bilateral overtures. The three leaders have chosen to make their alignment visible. Visibility creates deterrent value, raising the perceived costs of coercing any one member, and it can also facilitate practical cooperation: intelligence sharing, diplomatic coordination at the UN and other fora, synchronized signaling during regional crises, and mutually reinforcing sanctions-evasion practices. Second, it complicates Western planning. Even if Beijing keeps caution around direct military assistance in Europe or the Korean Peninsula, diplomatic top-cover, economic buffering, and technology flows short of lethal aid can still alter the correlation of forces over time. Finally, it resonates across the Global South. Many governments seek strategic autonomy and resist being forced into binary choices. The parade’s optics supplied a ready-made narrative for those who argue that the international system is already multipolar and that non-Western coalitions can deliver security and development without Western tutelage. The contrast with Western coordination was strikingly evident. In the transatlantic community, support for Ukraine remains substantial; however, debates about resource levels, war aims, and timelines have intensified. In the Indo-Pacific, there is a growing alignment on deterring coercion in the Taiwan Strait and the South China Sea; however, national economic interests and differing risk tolerances result in uneven policies toward China. Across Europe and North America, electoral politics continue to inject volatility into foreign policy, complicating efforts to sustain long-term, bipartisan strategies. None of these frictions amounts to collapse, and there are genuine Western successes in coalition-building—from NATO enlargement to evolving minilateral formats in the Indo-Pacific. However, an analytically honest reading of the moment acknowledges that the authoritarian trio in Beijing has projected a unity of purpose that Western capitals currently struggle to match consistently. Three implications follow. The first is narrative competition. If Beijing, Moscow, and Pyongyang can turn a commemorative event into a global story about legitimacy and resilience, they will continue to use history as a strategic resource. The appropriate Western response is not to cede the narrative field but to invest in historically grounded, forward-looking messaging that explains the link between rules-based order and practical benefits—trade reliability, crisis management, and sovereignty protection—for diverse audiences. The second is coalition maintenance. Western policymakers will need to prioritize “coalition hygiene”: aligning export controls and investment screening where it matters most; building redundancy into critical supply chains; closing divergences in sanctions enforcement; and coordinating messaging so that tactical differences do not obscure strategic alignment. This requires political discipline more than new institutions. The third is theater integration. As the Beijing image suggested a cross-regional understanding among three adversarial capitals, allied planning must better account for cross-theater linkages—how actions in Europe affect deterrence in Asia, and vice versa—and ensure that resource allocations and industrial policies reflect genuinely global prioritization. It is important not to overstate. The emerging alignment among China, Russia, and North Korea is asymmetric and interest-based, not a tightly binding alliance. Beijing’s global economic integration imposes constraints that Moscow and Pyongyang do not share. Russia and North Korea each bring liabilities that China will manage carefully. Frictions—over technology, pricing, and regional equities—will persist. But the threshold crossed in Beijing is nonetheless meaningful. These governments judged that the benefits of public proximity now outweigh the costs. That judgment, once made, is difficult to reverse quickly; it tends to generate its own momentum through bureaucratic follow-through and sunk reputational costs. One image cannot rewrite the balance of power. It can, however, crystallize a trend and concentrate minds. The sight of Xi, Putin, and Kim standing together did exactly that. It captured an authoritarian convergence rooted in shared grievances and converging strategies, and it highlighted the challenge facing democracies that wish to preserve an open and stable order: maintaining the patience, unity, and policy discipline to act together. The test for the West is less whether it recognizes the signal—most capitals do—than whether it can convert recognition into sustained, collective action. If Beijing’s parade was a demonstration of choreography and intent, the appropriate answer is not a counter-parade, but the quieter work of alignment: aligning narratives with interests, interests with instruments, and instruments with partners. That work is not glamorous. It is, however, what turns a photo into policy.

Diplomacy
President Vladimir Putin, Prime Minister Narendra Modi and President Xi Jinping together at SCO Summit

India’s strategic reset in Tianjin

by Harsh V. Pant , Atul Kumar

The 2025 Shanghai Cooperation Organization (SCO) Summit in Tianjin turned out to be the largest gathering in the institution’s history, convening 20 foreign leaders and 10 heads of international organisations, including United Nations Secretary-General António Guterres. More than a display of institutional breadth, the summit served as a stage for geopolitical signalling, most visibly through the joint presence of the leaders of China, India, and Russia. Their highly choreographed meetings were designed for maximum optics and deployed as deliberate instruments of international messaging, reflecting the emergence of a multipolar world. For Russian President Vladimir Putin, the summit provided an opportunity to engage closely with both India and China while demonstrating that Moscow is not bereft of partners. Chinese President Xi Jinping aimed to use the occasion to burnish his credentials as the architect of an emergent political and economic order. Indian Prime Minister Narendra Modi, however, conveyed a distinct and calculated message — that Indian foreign policy is rebalancing its strategic relations with the world’s major powers and restoring its posture to the centre. In doing so, New Delhi is translating its long-proclaimed doctrine of multi-alignment into practice, positioning itself as a pivotal actor in an increasingly multipolar system. Strategic Leverage  Since the end of the Cold War, Indian foreign policy has been adjusting by building its ties with the West in general and the US in particular. To illustrate in just one domain, New Delhi has purchased an array of advanced US systems, including C-17 and C-130 strategic airlift aircraft, P-8I maritime patrol planes, Chinook, Apache, and MH-60R helicopters, F404/414 engines, and MQ-9 drones, transactions that together totalled $24 billion between 2000 and 2024. This surge in US acquisitions has coincided with a marked decline in Russian influence: Moscow’s share of India’s arms imports fell from 76 per cent during 2009–2013 to just 36 per cent over the past five years. India’s pivot toward the US, and its rapid defence and economic diversification have kept Beijing on edge. During the Cold War, China extracted substantial strategic and economic benefits while playing a swing-state role between Washington and Moscow. Today, Chinese observers worry that India may play a similar role as its vaunted strategic autonomy has given way to a de facto US alignment, visible in defence procurement, economic cooperation, and a network of mini-laterals aimed at constraining Beijing. However, this narrative has softened somewhat after President Trump imposed a 50 per cent tariff on Indian exports, introducing a note of friction into the US-India equation. Against this backdrop, New Delhi and Beijing, cautiously engaging since the 2024 Kazan Summit, have stepped up their rapprochement efforts. At their bilateral meeting in Tianjin, both sides signalled a clear desire to restore stability and predictability: The focus on peace along the border and rebuilding mutual trust was unmistakable. Mr Xi emphasised strengthened communication, expanded exchanges, and multilateral cooperation, all aimed at returning bilateral relations to a pre-2020 baseline. Mr Modi, visiting China after seven years, framed a peaceful border as essential to the smooth development of the broader relationship. He also ensured that counterterrorism remained front and centre at the SCO, with the final Tianjin Declaration explicitly and emphatically condemning the Pahalgam terror attack in India. Structural Tension Vs Strategic Triangulation Beneath the polished optics, the India-China standoff remains unresolved. Around 60,000 troops on each side still face off along the Line of Actual Control, and Tianjin offered no concrete road map for demobilisation or border delimitation. Disputes over Pakistan, Tibet, and Taiwan persist, a reminder that diplomacy cannot paper over deep strategic fissures. Strategic triangulation adds another layer of complexity. Both capitals have long leveraged ties with third powers to boost bargaining power and extract economic or diplomatic advantage. Beijing seeks a show of unity with India against Washington’s tariffs but remains wary: If New Delhi secures a better deal, alignment with the US is always on the table. Institutionally, the SCO continues to lag behind Brics in global visibility, yet its operational significance is rising. China’s trade with SCO members hit $512.4 billion in 2024, doubling the 2018 level. Therefore, Mr Xi’s advocacy for a “new type of international relations”, coupled with initiatives such as the SCO Development Bank and multilateral cooperation in energy, infrastructure, artificial intelligence, and the digital economy, reflects a strategic calculus: to insulate Beijing from the volatility of Washington while steering the engines of future economic growth. Ultimately, the India-China meeting in Tianjin exemplified a nuanced balancing act: cooperation where feasible, vigilance where imperative, and a stark reminder that even as optics improve, the underlying geopolitical chessboard remains fiercely contested. Conclusion Mr Modi’s Tianjin visit and his meeting with Mr Xi signalled New Delhi’s growing international leverage. The summit remains low on concrete agreements, but it revitalised efforts to normalise ties and restart Chinese investment in India. Therefore, visa restrictions are loosening, direct flights are set to resume, and barriers to Chinese exports of fertiliser, machinery, and rare earths are gradually falling. Beneath the diplomatic optics, however, structural competition between India and China persists. Nevertheless, New Delhi is carefully striving to avoid overreliance on Washington, resisting a return to single-nation dependency. The India-China-Russia camaraderie on display in Tianjin sends a deliberate signal: Indian foreign policy will not be shy to reclaim its centrist, multi-aligned stance, leveraging strategic autonomy to navigate a complex, multipolar world. This commentary originally appeared in Business Standard.

Defense & Security
LNG plant based on gravity type with a gas carrier. The Arctic LNG-2 project. Utrennoye deposit, Yamalo-Nenets Autonomous Region, Russia. 3d rendering

Securing the ‘great white shield’? Climate change, Arctic security and the geopolitics of solar geoengineering

by Nikolaj Kornbech , Olaf Corry , Duncan McLaren

Abstract The Arctic has been identified by scientists as a relatively promising venue for controversial ‘solar geoengineering’ – technical schemes to reflect more sunlight to counteract global warming. Yet contemporary regional security dynamics and the relative (in)significance of climate concerns among the key Arctic states suggest a different conclusion. By systematically juxtaposing recently published schemes for Arctic geoengineering with Arctic security strategies published by the littoral Arctic states and China, we reveal and detail two conflicting security imaginaries. Geoengineering schemes scientifically securitise (and seek to maintain) the Arctic’s ‘great white shield’ to protect ‘global’ humanity against climate tipping points and invoke a past era of Arctic ‘exceptionality’ to suggest greater political feasibility for research interventions here. Meanwhile, state security imaginaries understand the contemporary Arctic as an increasingly contested region of considerable geopolitical peril and economic opportunity as temperatures rise. Alongside the entangled history of science with geopolitics in the region, this suggests that geoengineering schemes in the Arctic are unlikely to follow scientific visions, and unless co-opted into competitive, extractivist state security imaginaries, may prove entirely infeasible. Moreover, if the Arctic is the ‘best-case’ for geoengineering politics, this places a huge question mark over the feasibility of other, more global prospects. Introduction ‘The Arctic region plays a key role in the global climate system acting as a carbon sink and a virtual mirror’ (Carnegie Climate Governance Initiative (C2G), 2021: 1) – thus reads a typical introduction to the rationale for solar geoengineering (SG) in the Arctic. To most, SG – any large-scale intervention that seeks to counteract anthropogenic global warming by reflecting sunlight – is still an obscure idea. However, it is quickly gaining traction among some groups of climate scientists, entrepreneurs and even some governments as climate impacts provoke an ever-increasing sense of alarm and urgency. Debates concerning potential governance of SG routinely acknowledge its potential international governance challenges, but have tended to leave security dimensions mostly unexamined (but see Nightingale and Cairns, 2014), usually by framing the challenge primarily in terms of coordinating efforts and dealing with potentially unwanted side effects (Corry et al., forthcoming). While climate change itself is often understood as a potential security threat, it has not yet motivated exceptional or decisive state action, but rather seems to produce a series of routine practices through which ‘climate change is rendered governable as an issue of human security’ (Oels, 2012: 201). Geoengineering could potentially change this situation. The potentially high-leverage, transboundary nature of large-scale SG has led to suggestions that it would involve disagreements over the methods and intensity of interventions (Ricke et al., 2013) and could lead to international conflicts, not least from uni- or ‘mini’-lateral deployment (Lockyer and Symons, 2019). In addition, with its potential to make climatic changes and catastrophes attributable to (or able to be blamed on) the direct and intentional actions of states, SG could also make the rest of climate politics a more conflictual field (Corry, 2017b). Other scholars have examined geoengineering itself through a human security frame – recently developed as ‘ecological security’ with ecosystems as the main referent object (McDonald, 2023), where the insecurity arising from climate change is seen to go beyond the particularity of state interests. This casts geoengineering as a potential ecological security measure, or even as a potentially ‘just’ one, if it would protect groups otherwise vulnerable to climate threats (Floyd, 2023). However, the entanglement of geoengineering, even if framed as an ‘ecological security’ measure, with national and international security dynamics, would remain a distinct risk, in similar ways to how humanitarian aid and development have become entangled with, and for some historically inseparable from, security (Duffield, 2007). In this article, we seek to move beyond theoretical speculation about the International Relations of geoengineering abstracted from historical or regional security dynamics, using a case study of the Arctic to investigate how geoengineering might (not) enter this political space and to derive conclusions of broader relevance to the international debate. We make use of the empirical richness revealed by schemes for Arctic geoengineering to identify how security imaginaries – ‘map[s] of social space’ (Pretorius, 2008: 112) reflecting common understandings and expectations about security – are already implicit in scientific and technical visions of geoengineering. We contrast these scientific security imaginaries with current state security imaginaries that play a dominant role in the anticipation of Arctic futures more generally. As we will show, scientific security imaginaries consider the Arctic as a best case for geoengineering in terms of political feasibility. This allows for analytical inference based on critical case selection (Flyvbjerg, 2006): if even in the Arctic these scientific security imaginaries have little compatibility with current state security imaginaries, geoengineering faces major obstacles of political feasibility in other regions and globally, unless deployed in pursuit of security rather than global environmental protection. Many different ideas for SG have been explored as ways to cool the Arctic. These include marine cloud brightening (MCB): spraying salts from sea vessels to make marine clouds more reflective (Latham et al., 2014) or covering ocean or ice surfaces with reflective materials (Field et al., 2018). Related ideas involve using wind power to pump water onto ice to help thicken it (Desch et al., 2017), underwater ‘curtains’ to protect ice from warmer water streams (Moore et al., 2018) or reintroducing large animals to graze and trample so that dark boreal forest is replaced by reflective snow-cover, protecting permafrost (Beer et al., 2020).1 The technique of stratospheric aerosol injection (SAI) – spraying reflective aerosols like sulphur or calcite into the stratosphere – is also included as an option by some organisations working with Arctic geoengineering2 or explored in simulations or other research (Jackson et al., 2015; Lane et al., 2007; Robock et al., 2008). In practice, however, aerosols distributed in or near the Arctic would likely spread over much of the Northern hemisphere, and model studies of Arctic-targeted SAI generally conclude that is it not a desirable option due to particularly severe negative side effects outside the Arctic (Duffey et al., 2023). While geoengineering scientists seek to distance their work from geopolitical concerns (Svensson and Pasgaard, 2019), scientific research in the Arctic – even that involving cooperation between Cold War adversaries – has long been deeply entangled with state security objectives and military interests (Doel et al., 2014; Goossen, 2020). Similarly, weather modification schemes have a history of (largely failed) entanglement with military purposes (Fleming, 2010), while climate modelling evolved partly through and with military scenario-making (Edwards, 2010). Climate modelling occupies a more civilian location in multilateral institutions now but still shares its particular way of seeing the climate – as a space of geophysical flows – with a military gaze (Allan, 2017). More importantly, the interrelated environmental, economic and geopolitical interests in opening up the Arctic that are emerging with global warming make for a particular set of contradictions and tensions in the region that we argue will be much more likely than global environmental concerns to determine what role (if any) geoengineering could or would play. Arctic SG ideas are emerging largely oblivious to this context, which is understandable, but makes for an interesting comparative analysis that, as will we show, raises questions concerning the overall feasibility of SG in the Arctic, especially deployment of it in line with scientific imaginaries. Since scientific literature tends to be central to governance-oriented assessments of SG (e.g. National Academies of Sciences, Engineering, and Medicine, 2021), a mismatch between assumptions has potentially serious policy implications, not least in terms of overall feasibility, which in turn augments risks of such schemes failing and contributing to mitigation deterrence (when they were hoped or planned for, delaying emissions reductions (McLaren, 2016)). Attention to the geopolitical complexities of Arctic geoengineering could prevent scientific work being translated into policy prescriptions in unintended ways or having unexpected effects – if the complexities can be foregrounded when interpreting such work and be considered in designing future research. Approach We analyse both Arctic geoengineering schemes and state strategies for the Arctic as security imaginaries. This concept draws on Charles Taylor’s (2004) notion of the social imaginary, ‘the ways people imagine their social existence, how they fit together with others, how things go on between them and their fellows, the expectations that are normally met, and the deeper normative notions and images that underlie these expectations’ (p. 23). Imaginaries, in this sense, are worldviews – sets of assumptions that may or may not correspond to social reality but affect it in significant and material ways. They are not simply subjective constructions to be weighed against some objective reality, but (often competing) ways of constructing and institutionalising the world. Following Pretorius (2008), a security imaginary is then ‘that part of the social imaginary as “a map of social space” that is specific to society’s common understanding and expectations about security and makes practices related to security possible’ (p. 112). Regrettably, social imaginaries are often theorised through ‘internalism’: as if a society is determined by factors originating within that society alone (Rosenberg, 2016).3 This makes it difficult to explain why different societies often have similar security imaginaries. By breaking with internalism, national imaginaries can be understood as inherently international in the sense that they are deeply affected by coexistence with other societies. For Pretorius (2008), ‘the security imaginary is . . . open to influence from perceptions, beliefs and understandings of other societies about security’ due to ‘trans-societal exchanges’ such as travel (p. 112). But in a deeper way, the mere existence of multiple societies is fundamental to the whole idea of (national) security (Rosenberg, 2016). In addition, if the Arctic is considered a ‘regional security complex’ (Lanteigne, 2016) such that the security imaginary of societies in a region ‘cannot be reasonably analysed or resolved independently of each other’ (Buzan and Wæver, 2003: 44), then relations between societies become constitutive, even, of security imaginaries of that region. Scientific communities – in this case geoengineering researchers – can produce a different ‘map of social space’ from national ones, since the groups (in one version ‘epistemic communities’ (Haas, 1992)) producing these are not necessarily national, and use different tools and concepts than national security communities. At the same time, scientists are rarely unaffected by their backgrounds, and their technical and conceptual tools for producing such a ‘map’ reflect traces from state priorities and international structures, including colonial legacies (Mahony and Hulme, 2018). State and scientific security imaginaries are thus distinct but not separate, and as we shall see, they can clash or draw upon each other, often implicitly. The security imaginary concept captures three important characteristics of our empirical materials. First, geoengineering ideas and state security strategies are performative (rather than purely descriptive) in their anticipation of (Arctic) futures (Anderson, 2010). Second, they are based on understandings of social order which merge factual and normative claims – what is and what should be (Taylor, 2004). Third, they construct threats and necessary responses in terms of the security of that social order, irrespective of whether those threats are of a military nature or otherwise (e.g. a climatic threat); in other words, they can securitise a variety of referent objects (Buzan et al., 1998). In investigating scientific and state security imaginaries, we focus on the difference in the construction of two objects: climate and the international order. We ask: how is the ‘Arctic climate’ articulated and made legible in relation to the planetary climate and other factors, and further, how is the Arctic climate problematised and related to concerns of desirable or undesirable futures? What political, economic and international infrastructures are presumed? In sum, what threatens and what defends Arctic and international order? To explore the security imaginaries of Arctic geoengineering, we gathered materials that construct Arctic futures through searches in the peer-reviewed literature with the search terms ‘Arctic’ and ‘geoengineering’ using , as well as search hits on the term ‘Arctic’ in the archive of the Climate Engineering Newsletter run by the Kiel Earth Institute,4 which also covers grey literature and press coverage on the topic.5 We manually excluded texts exclusively focused on carbon removal forms of geoengineering, except those with positive effects on the surface albedo. For the state security imaginaries of the Arctic, we consulted policy documents and other official government publications looking for the most recent policy statement in each of the littoral states: Canada, the United States, Russia, Norway and Denmark (which controls the security and foreign policy of Greenland) concerning their respective Arctic security strategy.6 Public documents are often used as data in security studies as testaments to state preferences or intentions, despite the often performative character of such documents. Such documents generally attempt to portray the institutions that produce them as competent and coherent – and of value to particular external audiences. As such they are potentially unreliable as sources for underlying intentions, levels of capacity and commitment behind policy goals. However, as documents set out to perform a future which is seen as desirable – either by the authors themselves or the audiences they appeal to – they are a useful guide to the underlying assumptions of social and international order guiding Arctic security politics – the state security imaginaries, in other words. We therefore study them for their performative content, with particular emphasis on the intended audiences and messages (Coffey, 2014). Similarly, geoengineering publications also perform a material and political Arctic future to advance scientific or research agendas, and we therefore analyse the underlying imaginary of their desired futures, without prejudice to the climatological or technical feasibility of the envisioned schemes. However, as the imaginaries of many researchers typically invoke global benefits from Arctic geoengineering, in particular through preventing tipping events, it bears mentioning that recent literature questions these benefits. Research indicates that that some techniques (ice restoration in particular) would have limited impacts on the global climate (Van Wijngaarden et al., 2024; Webster and Warren, 2022; Zampieri and Goessling, 2019), and a recent comprehensive review finds only limited support for the claim that Arctic sea ice is a tipping element in the climate system (Lenton et al., 2023: 58–60, 66–68). Even so, it should not be assumed that scientific considerations alone will drive decisions to geoengineer the Arctic, and the growing interest in these ideas makes it important to examine their political imaginaries. Finally, we must acknowledge the highly consequential difference in the power to securitise between the actors which produce the imaginaries. The state apparatuses producing the state security imaginaries are more aligned with, and therefore more likely to influence, actors with the power to securitise (Floyd, 2021). We read both sets of imaginaries in this light. The ‘great white shield’: scientific security imaginaries In geoengineering studies and policy papers, the Arctic is foremost understood as a part of the global climate system (Corry, 2017a), with focus placed on potential tipping points in terms of alarming above-average warming, the sea ice albedo feedback and the potential release of methane and carbon dioxide from thawing permafrost or undersea clathrates. These may push the Earth into feedback cycles of further warming. The Arctic is therefore seen as a ‘great white shield’ for the global climate, but a fragile one: ‘the weakest link in the chain of climate protection’ (Zaelke, 2019: 241). Many of those advocating exploration of Arctic geoengineering argue that emissions cannot be reduced in time to prevent tipping points. One paper contends that cryospheric tipping points ‘are essentially too late to address by standard political processes [for climate management]’ (Moore et al., 2021: 109). This pessimistic assessment spawns a complementary opposite: hopes that geoengineering might prove especially feasible and desirable in the Arctic, with associated aspirations for near-term experimentation and potential deployment. One researcher coined the term ‘Arctic Premium’, arguing that the particular climatic characteristics of the region will enable ‘a dividend for regionally based climate interventions that could be less expensive, more effective and achieve faster results than if they were targeted over the whole earth’ (Littlemore, 2021: 2) – the Arctic imagined as an effective and relatively accessible lever for operating on the global climate system as a whole.7 While regional benefits such as the preservation of ice-dependent Indigenous ways of life are sometimes mentioned (Moore et al., 2021: 110), this tends to occur when regional benefits align with what are understood as global climatic interests. This instrumental attitude can also be seen in proposals that, echoing some of the early literature on SG (Lane et al., 2007; Robock et al., 2008), see the Arctic as a testing ground. These include ‘SCoPEx’, which would have tested SAI equipment over Indigenous Sámi land, and the suggested use of the Sermeq Kujalleq glacier in Greenland – Inuit territory – as a prototype for more substantial glacial geoengineering in the Antarctic. The Sermeq Kujalleq proposal is justified on the basis of ‘fewer global environmental impacts’, despite the considerable amount of local socio-environmental impacts and acknowledgement that ‘the reactions of local people would be mixed’ (Moore et al., 2018: 304). In a quote that sums up the assessment of most researchers Bodansky and Hunt (2020) argue that ‘as bad as Arctic melting is for the Arctic itself, its global effects are more concerning’ (p. 601). The concern with global effects infuses scientific security imaginaries with urgency. The ostensible ‘speed’ (Zaelke, 2019: 244) of SG is contrasted with the slowness of politics, emissions reductions and large-scale carbon removal.8 In many cases, such invocations of urgency lead to claims that geoengineering is necessary: that ‘excluding polar ice restoration could make the 1.5° C goal impossible to achieve’ (Field et al., 2018: 883) or that ‘more and more people see geoengineering as a necessity more than an option, making it a matter of when rather than if’ (Barclay, 2021: 4). One proposal notes that ‘these are expensive propositions, but within the means of governments to carry out on a scale comparable to the Manhattan Project’ (Desch et al., 2017: 121); others also specify funding by rich states as the way to move forward on research and deployment (Moore et al., 2021). The urgent threat of Arctic climate change is seen as a job for decisive state action, and thus, it is argued to be salient in so far as it appears as a universal threat to state interests. At the same time, the causes of climate change are downplayed and depoliticised across the literature. Attributing climate change to emissions from ‘human societies’ (Beer et al., 2020: 1), the literature frames out the vastly unequal responsibility for climate change and the social and economic dynamics driving historical and continued emissions.9 One policy paper neglects social causes of climate change altogether, contrasting geoengineering only to ‘conventional mitigation policies’ (Bodansky and Hunt, 2020: 597) and ‘decarbonisation of the global economy’ (p. 616). In this way, Arctic climate change is constructed as a global security threat, seen as stemming from the ‘tight couplings within global systems, processes, and networks’ (Miller, 2015: 278) rather than the actions of any specific group of humans, and as a threat to global ‘human security’ and therefore not subject to the division and distrust of international politics. In this, the imaginary resembles much liberal environmentalism in International Relations, characterised by a ‘global cosmopolitanism’ which does not seriously engage with inequalities of power and intersocietal difference (Chandler et al., 2018: 200). This imaginary is probably adopted to construct scenarios for technical research, since it fits neatly with modelling tools that produce visions of geoengineering in purely technical Earth system terms. But the liberal imaginary also shapes assessments of political feasibility and could impinge on the technical design of geoengineering schemes, including in ways that can be hard to unpick when the research enters the political sphere. Most publications entirely omit considerations of state security, including some papers that focus on governance (Bodansky and Hunt, 2020; Moore et al., 2021). The mentions of security that do exist are brief and vague: C2G (2021) notes that ‘evidence suggests potential security issues may arise’ (p. 2) in the case of SAI. Another paper notes as an example of ‘geo-political . . . friction’ that ‘Arctic regions such as Russia, Alaska and the Canadian Yukon would be providing a global public good . . . which would add a major new dimension to international relations’ (Macias-Fauria et al., 2020: 10), suggesting that geoengineering can be adequately grasped through rationalist decision frameworks where global public goods offer non-rival and universal benefits, which is disputed (Gardiner, 2013). In the research, the omission of geopolitics is justified by relegating it as a problem which only concerns the ostensibly more controversial techniques such as SAI deployed globally. There is a hope that ‘Arctic interventions pose less of a governance challenge than global climate interventions’ (Bodansky and Hunt, 2020: 609). This rests on the twin claim that the physical effects of Arctic interventions will be more limited and therefore less risky and that the Arctic’s political environment is more conducive to geoengineering than the ‘global’ polity as a whole. In terms of physical effects, many Arctic interventions are argued to be ‘low-risk’ (Barclay, 2021: 4) due to fewer and less severe environmental side effects. What Zaelke (2019) calls ‘soft geoengineering’ (p. 243) approaches are presented as ‘more natural’ (Littlemore, 2021: 2) than the most commonly considered SG techniques such as SAI or MCB which involve physical and chemical manipulation of the atmosphere.10 In particular, efforts to restore sea ice without atmospheric interventions are promoted highlighting the ostensibly more ‘natural’ character of their intervention (Field et al., 2018: 899). ‘Unlike other [SG] methods, thickening sea ice is attractive because it merely enhances a naturally ongoing process in the Arctic’, claims one proponent (Desch et al., 2017: 112). Efforts at ecological intervention in ecosystems to halt permafrost thaw are also described as ‘a return to a more “natural state”’ (Moore et al., 2021: 111). ‘Soft’ geoengineering concepts are in many cases linked to discourses of conservation, with the sometimes-explicit expectation that this will make them more benign and less politically controversial: ‘Since it is rooted in the preservation of the existing state rather than introducing new and undeniably controversial elements into the atmosphere, it likely presents easier governance challenges’ (Moore et al., 2021: 116). Such distinctions between ‘natural’ and ‘unnatural’ interventions may well facilitate cooperation around some methods, but notions of ‘natural’ are also situated, making distinctions inevitably difficult to maintain in practice. While aiming to preserve select parts of the Arctic environment (such as land ice, sea ice or permafrost), geoengineering interventions will likely also introduce significant changes and risks to Arctic ecosystems (Miller et al., 2020; Van Wijngaarden et al., 2024).11 In this way, ostensibly ‘natural’ Arctic interventions would lead to unprecedented anthropogenic – and for others therefore ‘unnatural’ – impacts on ecosystems in the Arctic and possibly beyond, since remote impacts are plausible but not yet well understood.12 This reveals an imaginary prevalent among proponents of Arctic geoengineering, where a distinct construction of ‘natural’ emerges to bridge aspirations of technical manipulation of the climate with what scientists see as palatable to (or believe to be) social ideals of ‘nature’. In addition, the adjectives used to describe ‘soft’ geoengineering – ‘targeted’ (Moore et al., 2021: 108), ‘localized’ (Latham et al., 2014: 3), ‘reversible’ (Barclay, 2021: 4) and ‘intelligent’ (Field et al., 2018: 900), all point to an imaginary where aspirations towards the ‘natural’ are combined with expectations of fine-grained, scientifically calibrated control. As Zaelke (2019) explicitly suggests, ‘in other words, we have control over soft geoengineering’ (p. 243) – the ‘we’ here left ambiguous. The idea of having a relatively large degree of control originates in restraint vis-a-vis ‘global’ SG, in that it recognises large risks from attempting to control the global climate system as such. But this sense of fine-grained control may also encourage more Promethean dreams of a ‘designer climate’ (Oomen, 2021), as speculation over future possibilities of ‘fine-tun[ing] the flows of heat, air and water’ using localised MCB indicates (Latham et al., 2014: 10). In terms of the Arctic’s political environment, discourse on the feasibility of geoengineering reveals further elements of a liberal imaginary, relying on (existing or imagined) international law and institutions, distributive justice and consequentialist ethics (Baiman, 2021; Barclay, 2021), a focus on cost minimisation (Desch et al., 2017; Field et al., 2018) and market-based approaches such as payments for ecological services (Moore et al., 2021) or carbon credits (Macias-Fauria et al., 2020) in the implementation of geoengineering schemes. Taken together, such measures rather well resemble a ‘liberal cosmopolitan framework through the advocacy of managerialism rather than transformation; the top-down coercive approach of international law; and use of abstract modernist political categories’ (Chandler et al., 2018: 190). Distributive notions of justice and consequentialist ethics are arguably also at the root of claims that local populations in the Arctic, including its Indigenous peoples, may be uniquely receptive to geoengineering schemes. While many advocate public engagement (Desch et al., 2017; Macias-Fauria et al., 2020) and stress that ‘Northern people who use and depend upon the existing landscape need a strong voice’ (Littlemore, 2021: 3), there is a general expectation that such engagement will not be prohibitively conflictual. One policy scholar suggested that ‘given that Northern people are already seeing the effects of climate change, the North may be a place for a more pragmatic, constructive, and legitimate deliberative discussion on Arctic interventions’ (Ted Parson, quoted in Littlemore, 2021: 5). Other researchers have concluded that using SAI would conserve ‘indigenous habits and lifestyles’ in the Arctic (Chen et al., 2020: 1) as a direct consequence of reducing permafrost thaw. These assumptions were strained by the SCoPEx controversy, where the Sámi Council strongly opposed the experiment planned in their territory (Cooper, 2023). Equally, Arctic populations (Indigenous and non-Indigenous) have varied interests that cannot be assumed to be oriented to preventing or reversing Arctic climatic change, some seeing new opportunities for economic development and potentially political independence in the case of Greenland (Jacobsen, 2020). Political feasibility of geoengineering plans is often assessed through legal analyses that weigh up specific techniques and target environments in relation to existing treaties and other legal regimes (Barclay, 2021; Bodansky and Hunt, 2020). Some place hope in techniques such as permafrost/glacier preservation that may be deployed within the bounds of a single nation’s territory, which would, in their view, sidestep the need for international governance altogether: ‘for example, Russian and Canadian policies could change the carbon released from thawing permafrost. Similarly, Greenland’s ice sheet would be the primary responsibility of the Greenlanders’ (Moore et al., 2021: 109). While such techniques might be localised in effect, and only intended to slow climate feedback effects such as the rate of ice loss, inclusion of such measures in market credit schemes, as attempted by the Real Ice project,13 could prove controversial and under some conditions undermine any SG-based climate effect (Fearnehough et al., 2020: Chapter 3). For cross-border geoengineering schemes, the Arctic Council14 is in some cases highlighted as a favourable site for governance (Desch et al., 2017). One paper calls it an ‘obvious institution’ for international governance of Arctic geoengineering in general, contending that ‘because of its relatively small size, the Arctic Council has been a relatively effective forum to develop regional policies relating to the Arctic’ (Bodansky and Hunt, 2020: 610). However, in a later article, one of the authors described the Arctic Council as ‘an informal institution that lacks any regulatory powers and shows no signs of being up to the task of taking significant action’ on Arctic climate change (Bodansky and Pomerance, 2021: 2). Moore et al. (2021) similarly contend that ‘the Arctic Council is not a true international organization with rule-making power’ (p. 113). Yet Moore et al. (2021) still argue the Arctic is a politically tractable space for geoengineering due to the low number of states that would need to come to an agreement – in contrast to global SG which ‘would ideally need at least near-global consensus’ (p. 109). This reveals an important complexity in the concept of globality that permeates the geoengineering imaginaries. While the Arctic, as we showed above, is instrumentalised for a global community – operated on to mitigate climatic effects across the planet – it is also differentiated from ‘global interventions’ that take the global Earth system as their direct object of intervention (Bodansky and Hunt, 2020: 597). As Moore et al. (2021) state explicitly, ‘targeted geoengineering is done on regional scales but aims to conserve the various parts of the global climate and earth system’ (p. 109). The politically salient objects are imagined to be the methods of intervention, spatially bounded in the Arctic region while the intended global climatic effects are in effect rendered unproblematic and therefore without need for governance. Arguably this reflects a common assumption that governance is only relevant in the case of ‘adverse or unintended effects’ (Barclay, 2021: 5) – the intended effect of albedo modification implicitly understood as an unambiguous global public good. On a technical level, this assumption is questionable – since remote consequences of Arctic geoengineering are not yet well understood. But more crucially, the assumption projects exactly those liberal rationalist norms which are argued to be especially present in the Arctic on to the wider geopolitical context. The specific imaginary constructed to justify regional geoengineering interventions as politically feasible while still being part of a global solution to climate change cannot work without a general liberal imaginary of international politics. Otherwise, the global effects of regional interventions would threaten to undo the validity of the ‘regional feasibility’ argument. Arctic state security imaginaries The history of scientific research in the Arctic reveals the liberal security imaginaries underlying Arctic geoengineering to be a relatively recent phenomenon. Doel et al. (2014) describe the intertwinement of 20th-century Arctic research projects and three broad state goals, shared to varying degrees by all littoral states: national security, exploitation of natural resources and extension of territorial sovereignty to disputed areas. When intercontinental and submarine-launched ballistic nuclear missiles were introduced from the late 1950s, the Arctic became a ‘buffer zone’ between the Cold War powers, experiencing a continuous period with low military activity and absence of conflict that likely paved a way for increased cooperation after the Cold War, with Mikhail Gorbachev famously declaring the Arctic a ‘zone of peace’ (Gjørv and Hodgson, 2019: 2). The Arctic came to be seen as an ‘exceptional’ region in the post-Cold War period, where institutionalised multilateral cooperation on regional issues, particularly environmental and scientific activities, could blossom (Lackenbauer and Dean, 2020). In this section, we examine recent state strategies and developments in the Arctic to assess the contours of the current leading security imaginary among Arctic states. The key characteristic of Arctic exceptionalism is that geopolitical conflicts and tensions from outside the Arctic are excluded from affecting cooperation on internal Arctic issues and that, as a corollary, specifically ‘Arctic issues’ are compartmentalised: ‘Actors . . . can talk about everything except contentious issues, not least military security’ (Gjørv and Hodgson, 2019: 3, original emphasis). However, this compartmentalisation is hard to find in recent state assessments. The US emphasised in 2019 that ‘The Arctic remains vulnerable to “strategic spillover” from tensions, competition, or conflict arising in these other regions’ (United States Department of Defense (USDOD), 2019: 6). In 2020, the Danish Minister for Foreign Affairs spoke of ‘a new security-political dynamic in the region. Disagreements and conflicts originating in other areas of the world are also being expressed in the Arctic’ (Kofod, 2020: 1).15 For the four North Atlantic Treaty Organization (NATO) members in the Arctic littoral, such concerns were obviously directed at the only non-NATO state: Russia (even before the invasion of Ukraine). Denmark expressed concern over ‘the Russian build-up of military capabilities’ (Kofod, 2020: 2); Norway stated that ‘Russian build-up of forces and military modernisation can challenge the security of Norway and allied countries directly’ (Royal Ministry of Foreign Affairs (RMFA), 2020: 23) and cited the Russian annexation of Crimea as a key moment in increased tensions and deteriorating optimism regarding peaceful cooperation in the Arctic (RMFA, 2020: 10). Russia, for its part, described ‘military buildup by foreign states in the Arctic and an increase of the potential for conflict in the region’ as a ‘challenge’ (Office of the President of the Russian Federation (OPRF), 2020: 5). Among the NATO states, these assessments have for several years been accompanied by a call for deeper military cooperation. Denmark has pledged to ‘support NATO’s role in the Arctic and the North Atlantic’ (Ministry of Foreign Affairs of Denmark, 2022: 23), a change from previous strategy documents which stressed that ‘enforcement of the realm’s sovereignty is fundamentally the responsibility of the realm’s authorities’ (Ministry of Foreign Affairs of Denmark, Greenland and the Faroe Islands, 2011: 20). Canada aims to ‘increase surveillance and monitoring of the broader Arctic region’ in collaboration with the United States, Denmark and Norway (Government of Canada, 2019: 77), while Norway in 2021 negotiated a deal with the United States to allow it access to two Arctic military installations – the Ramsund Naval Base and the Evenes Airfield. Trust has only deteriorated further since Russia’s full-scale invasion of Ukraine in 2022. All Arctic Council member states except Russia announced they would suspend participation in council meetings because of the invasion, subsequently announcing a ‘limited resumption’ of projects without Russian participation (Global Affairs Canada, 2022). The recent US Arctic strategy describes ‘increasing strategic competition in the Arctic . . . exacerbated by Russia’s unprovoked war in Ukraine’ (The White House, 2022: 3) and claimed that ‘Russia’s war of aggression against Ukraine has rendered government-to-government cooperation with Russia in the Arctic virtually impossible at present’ (The White House, 2022: 14). Russia interprets Arctic politics on similar terms; the Arctic ambassador has stated that the Finnish and Swedish bids to join NATO ‘will of course lead to certain adjustments in the development of high altitude [sic] cooperation’ (quoted in Staalesen, 2022). This dynamic of de-exceptionalisation, where the Arctic is increasingly reintegrated into great power politics, is the contemporary context in which the littoral states interpret the region’s present and future climatic changes. The state goals associated with early and mid-20th century Arctic science are reappearing as a background for envisioning the impact of climate change. Of the three goals identified by Doel et al. (2014), assertion over disputed territories is arguably of lesser importance today. All states have indicated a willingness to settle territorial continental shelf disputes via international law, and such statements are generally accepted by commentators as genuine (Østhagen, 2018). But the goals of military national security and extraction of natural resources are growing in salience, and changing in character, as the ice melts and the permafrost thaws. In contrast to the geoengineering literature, climate change is rarely addressed as a primary threat in state policies but described in more restricted terms. Adaptation problems from ‘sea-ice loss, permafrost thaw and land erosion’ (Government of Canada, 2019: 63) are emphasised, and both Canada (Government of Canada, 2019: 18) and Norway (RMFA, 2020: 14) describe climate change as a cultural threat to Indigenous peoples. Nonetheless, the task of emission reductions does not figure as a specifically Arctic objective (e.g. RMFA, 2020: 14). In this way, climate change figures less as a problem that must urgently be dealt with and more as an unavoidable condition of Arctic politics. In the context of military security objectives, climate change is understood primarily as a driver of increased navigability and accessibility of the Arctic. The US Navy anticipates an increasingly ice-free ‘blue Arctic’, where ‘peace and prosperity will be increasingly challenged by Russia and China, whose interests and values differ dramatically from ours’ (United States Department of the Navy, 2021: 2). Cold War-era interpretations of the Arctic’s geographical significance are being reinvigorated: Canada stresses the importance of maintaining air and missile capabilities in its Arctic region due to its location along the shortest path from Russian to US territory (Government of Canada, 2019: 77). And as the region becomes more accessible, it rises in strategic importance. The US Department of Defense presents the Arctic as ‘a potential corridor – between the Indo-Pacific and Europe, and the U.S. homeland – for expanded strategic competitions’ (USDOD, 2019: 6) and stresses that ‘maintaining freedoms of navigation and overflight are critical to ensuring that . . . U.S. forces retain the global mobility guaranteed under international law’ (USDOD, 2019: 13). The increased accessibility of the Arctic also brings new hopes of further use of the region’s natural resources as a vehicle for economic growth (Keil, 2014). Such goals have become intertwined with development discourses and policies that focus on lack of modern infrastructure, low employment and population decline and, in this way, align the economic objectives of faraway capitals with local concerns. Canada aims to ‘close the gaps and divides that exist between this region, particularly in relation to its Indigenous peoples, and the rest of the country’ (Government of Canada, 2019: 36) and presents these gaps in a consumerist national imaginary where being ‘full participants in Canadian society’ means having ‘access to the same services, opportunities and standards of living as those enjoyed by other Canadians’ (Government of Canada, 2019: 36). The Russian government frames its Arctic policy goals in terms of avoiding a dystopia of a depopulated region lacking economic growth, and such fears are directly presented in security terms: ‘population decline’ and ‘insufficient development’ of infrastructure and business are named ‘primary threats to national security’ (OPRF, 2020: 4–5). In Norway, Northern depopulation is presented as a key concern to be addressed through investment in public education and business infrastructure (RMFA, 2020: 11). The emphasis in such ‘development’ is on natural resources such as fossil fuels and rare earth minerals, trans-Arctic shipping routes and tourism. Russia is particularly clear in its focus on fossil fuels; ‘increasing oil and gas extraction rates, advancing oil refining, and producing liquefied natural gas and gas-chemical products’ are considered ‘primary objectives for the economic development of the Arctic zone’ (OPRF, 2020: 7). The development of the Northern Sea Route as a ‘competitive national transportation passage in the world market’ is named a ‘primary’ Russian national interest (OPRF, 2020: 4). Other states also emphasise ‘new economic opportunities, for example in the form of new maritime routes and extraction of natural resources’ (Kofod, 2020: 1). In some states, the role of fossil fuels in extractive ambitions is arguably receding. In its previous Arctic strategy, the US anticipated the Arctic’s role in ‘future United States energy security’ through its ‘proved and potential oil and gas natural resources that will likely continue to provide valuable supplies to meet U.S. energy needs’ (The White House, 2013: 7). Now, ‘the Arctic’s significant deposits of in-demand minerals essential to key technology supply chains’ (The White House, 2022: 6) have ostensibly replaced fossil fuels as the main extractive interest. Yet such shifts leave intact visions of major extractive operations dependent on (or facilitated by) a warming Arctic. More generally, there is an assumption of compatibility between interests in extractivism and economic growth and climate and environmental policies. Imagined futures contain ‘safe and environmentally-responsible shipping’ (Government of Canada, 2019: 49), ‘the sustainable use of natural resources’ (OPRF, 2020: 9) and ‘sustainable tourism’ (Ministry of Foreign Affairs of Denmark, Greenland and the Faroe Islands, 2011: 24). Technological innovation is, unsurprisingly, anticipated as the main way to realise the sustainability of these activities. In contrast to this assumed compatibility with environmental objectives, the economic opportunities are portrayed as in need of protection against interests from other states. The US expresses commitment to protect ‘freedom of navigation’ in the Arctic against perceived Russian threats, alleging that Russia ‘is attempting to constrain freedom of navigation through its excessive maritime claims along the Northern Sea Route’ (The White House, 2022: 6). As described above, this interest in freedom of navigation is partly military, but also acts to protect an economic order. The US argues for ‘a shared interest in a peaceful and stable region that allows the Arctic nations to realise the potential benefits of greater access to the region’s resources’ (USDOD, 2019: 4), underpinned by US military power. Russia, for its part, has named ‘actions by foreign states and (or) international organizations to obstruct the Russian Federation’s legitimate economic or other activities in the Arctic’ a ‘primary challenge to national security’ (OPRF, 2020: 5). Here, China is also constructed by Western states as an economic security threat. While under the President Biden, the US threat perception in the Arctic appears to have shifted to an almost exclusive focus on Russia (The White House, 2022); the prior Trump administration indicated strong concerns that ‘China is attempting to gain a role in the Arctic in ways that may undermine international rules and norms, and there is a risk that its predatory economic behavior globally may be repeated in the Arctic’ (USDOD, 2019: 6), a sentiment shared by Denmark and Norway (Ministry of Foreign Affairs of Denmark, 2022: 23; RMFA, 2020: 11). China is certainly explicit about its ambitions in the Arctic, which it portrays as an increasingly ‘global’ space. It argues that due to the changing environment and increased accessibility, ‘the Arctic situation now goes beyond its original inter-Arctic States or regional nature’, and the stress on ‘global implications’ is used to justify China’s identification as a ‘Near-Arctic State’ and ‘important stakeholder in Arctic affairs’ (english.gov.cn, 2018). Yet contrary to the impression given by Western states, Chinese material and institutional visions for the future are strikingly similar to those of the littoral states: development of shipping routes, materials extraction and tourism under promises of sustainable development and governed by international law (english.gov.cn, 2018). Hence, the mistrust expressed by other states does not concern explicit differences in visions of Arctic futures. Rather, the imaginary of economic development is securitised along the lines of geopolitical blocs, with economic cooperation across these blocs rendered problematic. Implications for the security politics of solar geoengineering Our analysis has revealed stark differences between scientific security imaginaries in the geoengineering literature and the security imaginaries of Arctic states. First, climate change is constructed as a concern in different ways. In the scientific imaginaries, climate change, and especially the prospect of Arctic tipping points, are front and centre. The Arctic is primarily interpreted through its climate-restorative potential, as imagined through computational Earth system models that imagine futures of controlled Arctic climates – and by extension, controlled global climates. By contrast, state imaginaries of the Arctic are not oriented towards preventing climate change but anticipate a mixture of desirable and undesirable outcomes from rising temperatures, which are seen as an inevitable background for the region’s future. Responses to climate change – such as increased demand for rare earth minerals – are becoming issues of concern and questions of security, more so than climate change itself (cf. McLaren and Corry, 2023), which stands as an unquestioned precondition for other strategic decisions. Whether the Arctic should be a venue of increased activity is not in doubt. This stands in sharp contrast to ideas of geoengineering which presuppose that hindering accessibility in the region for economic and military purposes, for example, by restoring sea ice, would be acceptable to all states involved. Second, the scientific security imaginaries exhibit a liberal institutionalist understanding of international politics and rely on a view of the Arctic as a global commons to be leveraged for the needs of an ostensible global humanity. In this, imaginaries of Arctic geoengineering do not differ from their planet-scaled counterparts (McLaren and Corry, 2021), except perhaps in the immediacy of imagined experimentation and deployment. Yet the Arctic case contains a unique contradictory claim. Geoengineering in the Arctic is justified partly by claims that it would be more politically tractable, drawing on discourses of Arctic exceptionalism that see it as a special region where inter-state cooperation on common interests can be shielded from exterior geopolitical dynamics and conflicts. But while the envisaged methods of geoengineering are bounded in the Arctic, they still aim to achieve global climatic effects.16 Prospective geoengineers thus make two further assumptions: that effects outside the Arctic are overall benign and/or that governance is only relevant in the case of unfavourable effects. The latter relies on a liberal rationalist imaginary of world politics, where costs and benefits are readily identified and acted upon, coordinated by institutions if required, undermining the initial presumption that the Arctic can be shielded from global conflictual geopolitics. Especially with the Russian invasion of Ukraine, this idea of Arctic exceptionalism is also increasingly obsolete – the Arctic is undergoing de-exceptionalisation, as indicated by the de facto collapse of the flagship of Arctic multilateralism, the Arctic Council. Schemes that envision deployment of Arctic geoengineering as market-driven are also likely to be less immune to geopolitical obstacles than their developers imagine. Such interventions assume an international order governed by multilateral institutions including markets for carbon removals or ‘cooling credits’. But even for those states which subscribe to similar liberal aspirations, this order is subject to uncertainty, in the Arctic and elsewhere, and is consequently understood as something which must be secured. The mistrust from Western states about China’s interests in the Arctic, although ostensibly similar and compatible with Western aspirations of Arctic futures, highlights the current and increasing uncertainty over the future of such a Western-dominated liberal economic order. Taken together, these differences reveal a deep disjuncture between the security imaginaries of Arctic geoengineering and state strategies. Given the relative strength of state security actors and institutions compared to environmental ones, the political feasibility of Arctic geoengineering appears to preclude a purely environmental logic driving development and/or deployment. It raises the question of which rationales and scenarios would become subject to modification – or disappear completely – to take account of economic, geopolitical, security and other aims. In this light, it is notable that there is one point of convergence between the state and scientific security imaginaries: technological solutionism. States might conceivably adopt geoengineering to partly mitigate Arctic warming (or ice degradation) while still leaving the environment accessible enough for increased resource extraction, transcontinental shipping and tourism. However, such a scenario – a form of mitigation deterrence (McLaren, 2016) – is hardly an expression of the scientific security imaginary, which, having securitised Arctic tipping points as a threat to a global humanity, sees the protection and restoration of the Arctic climate as the overarching priority. Furthermore, far from prospective geoengineers’ expectations that envision the interventions as supported by local and Indigenous populations, this scenario would further instrumentalise the Arctic to the ends of interests outside the region, which clearly amounts to a continuation and intensification of the neo-colonialism that characterises many parts of the Arctic to this day (Greaves, 2016). As clearly indicated by Sámi-led opposition to SCoPEx and opposition to the Arctic Ice Project led by Arctic Indigenous organisations,17 many Arctic Indigenous persons consider SG incompatible with their understandings of sustainability. As a case study, the Arctic provides more general lessons for SG and security. The region has attracted the attention of geoengineering researchers in part because they understand it as a political best case, and the legacy of multilateralism and science diplomacy in the region might seem to support such an assessment. However, even in a such a best case, the underlying imaginaries of geoengineering clash directly with the political ambitions of the states which would need to support, if not implement, the geoengineering interventions. In other words, SG is unlikely to be implemented for the purposes envisioned in scientific circles, in the Arctic context or elsewhere, least of all in the kind of globally ‘optimal’ manner envisaged in computer model experiments. Should further climatological research reveal SG to be technically feasible and climatically desirable – a question not yet settled – the technology would enter the quagmire of an increasingly competitive and conflictual planetary geopolitics and would need to be integrated with state policies that, for the moment, show no signs of adopting climate change as a primary issue. Our conclusions also have implications for McDonald’s (2023) contemplation of geoengineering albeit only ‘in the service of ecological security: a concern with the resilience of ecosystems themselves’ (p. 566). While McDonald acknowledges the problem of finding political purchase for making nature itself the object of security, he does not explore in detail the particular form geoengineering would take as a security measure. Here, we have studied the work of researchers and others who, arguably, invoke ecological security through appeals to necessity or emergency with Arctic ecosystems as the referent object. Through their work to develop geoengineering from general principles into workable interventions (i.e. which technique would be used, how it would be designed, who would be deploying it and where and with what purpose), they appeal to particular understandings of international security. This demonstrates how even attempts to make nature itself the referent object of security in practice depends on understandings about human societies – here theorised as imaginaries. Importantly, these scientific security imaginaries do not appear to align with state security imaginaries. In drawing our conclusions, we do not suggest that state imaginaries alone will determine the future of Arctic geoengineering. We afford them more power relative to the scientific imaginaries, since the former are backed by considerably more institutional, material and discursive power. But imaginaries are dynamic entities subject to change in unpredictable ways. There are prior examples of scientific cooperation between nations under geopolitical strife, including in the Arctic during the Cold War (Bertelsen, 2020), and a scenario where technical cooperation on SG leads to ‘spillover effects’ inducing restorative and sustainable forms of peacebuilding has been suggested as a hypothesis to be investigated (Buck, 2022). Still, there is also a long and consistent history of science being a proxy for and entangled with geopolitics and economics in the region (Doel et al., 2014; Goossen, 2020), and our analysis of Arctic de-exceptionalisation suggests that ‘geoengineering peacebuilding’ is getting increasingly unlikely as tensions continue to rise. A different vein of uncertainty concerns the internal contradictions of state security imaginaries – between the willingness to seize new opportunities for resource extraction and shipping, and other policy goals of environmental protection and national security. How these contradictions are managed, and which aspects are ultimately prioritised, will play a key role in forming the future of the Arctic (cf. Albert and Vasilache, 2018) and in deciding the opportunities for and political desirability of geoengineering interventions. Therefore, while analysing imaginaries can only take us so far in anticipating the security implications of SG, they provide an important foundation for conceptualising the very problems at stake in this anticipation. As climate impacts intensify and the incentives for geoengineering deployment increase – whether as a technocratic ‘climate policy option’ (Irvine and Keith, 2021), as a way of defending empire (Surprise, 2020) or “fossil fuel-dependent ‘ways of life’” (McLaren and Corry, 2023: 1), the imaginaries outlined in this article will be increasingly likely to collide, in the Arctic and elsewhere. AcknowledgmentsThe research for this article was part of the International Security Politics and Climate Engineering (ISPACE) project hosted at the Department of Political Science, University of Copenhagen. The authors thank the three anonymous reviewers for their insightful comments and suggestions and are grateful for comments given to an initial presentation of the research idea at the International Congress of Arctic Social Sciences (ICASS X) in June 2021. N.K. thanks the Copenhagen Center for Disaster Research for hosting him while conducting the analysis for this article in 2022.FundingThe author(s) disclosed receipt of the following financial support for the research, authorship, and/or publication of this article: This research was carried out with funding from the Independent Research Fund Denmark (Danmarks Frie Forskningsfond).Footnotes1. The latter approaches may also be categorised as ‘nature-based solutions’ or adaptation. In this sense, they are hybrid measures, and we include them here because they also directly or indirectly affect the radiation balance.2. See Centre for Climate Repair. Available at: https://www.climaterepair.cam.ac.uk/refreeze (accessed 5 March 2024).3. For an influential example of internalism, see Jasanoff (2015).4. Now, the ‘carbondioxide-removal.eu’ newsletter. Available at: https://carbondioxide-removal.eu/news/ (accessed 1 August 2023).5. Searches were conducted in the spring of 2022.6. We later chose to include China’s Arctic policy for important additional context.7. In terms of technical effectiveness, some estimates in fact suggest interventions in the Arctic may be less effective than at lower latitudes (Duffey et al., 2023).8. For the latter, see Desch et al. (2017).9. There are some limited exceptions (Baiman, 2021; Moore et al., 2021).10. Although many invocations of soft geoengineering explicitly exclude SAI and MCB, arguments that employ the core distinction between global, risky approaches and more targeted benign ones have also been used to justify Arctic-specific MCB, due to the ‘vastly reduced levels of seeding’ making negative side effects ‘vastly reduced or eliminated’ (Latham et al., 2014: 9). The former UK Chief Scientific Advisor David King has also recently referred to MCB as ‘a biomimicry system’ (The Current, 2022). While much rarer, arguments about reduced side effects have also been applied to Arctic-targeted SAI (Lee et al., 2021).11. Van Wijngaarden et al.’s full review of environmental risks is found in their supplemental compendium (https://doi.org/10.5281/zenodo.10602506).12. We thank an anonymous reviewer for the insight on remote impacts. In the extreme case, strong Arctic cooling without proportional cooling of the Antarctic would create a change in hemispheric heat balance which would most likely shift the Intertropical Convergence Zone southwards, leading to severe decreases in rainfall across the Sahel, parts of the Amazon and Northern India; however, this risk is usually discussed as an outcome of SAI specifically, due to its higher cooling potential (Duffey et al., 2023).13. 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Defense & Security
Demonstrators protest against the war in front of the European Parliament after a special plenary session on the Russian invasion of Ukraine  in Brussels, Belgium on March 01, 2022.

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

by Krzysztof Sliwinski

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

Energy & Economics
Ukraine refugees map to neighbors countries. vector

The Economic impacts of the Ukraine war on Eastern European countries with a focus on inflation and GDP growth

by World & New World Journal Policy Team

I. Introduction Russia invaded Ukraine in February 2022. As the Russian invasion of Ukraine enters its fourth year, its most immediate and visible consequences have been loss of life and large numbers of refugees from Ukraine. However, given the interconnected structure of the international political, economic, and policy systems, the ramifications of the Ukraine conflict can be felt well beyond Ukraine and Russia. Much of the recent literature and commentaries have focused on the military and strategic lessons learned from the on-going Ukraine conflict (Biddle 2022; 2023; Dijkstra et al. 2023). However, there are not many quality analyses of economic effects of the Ukraine war on Eastern European countries, including Russia and Ukraine. This paper focuses on the economic effects of the Ukraine war on nine Eastern European countries, including Russia and Ukraine. This is because although Eastern European countries are neighbors of Russia and Ukraine and have had significant negative economic outcomes from the Ukraine war, these countries were mainly ignored by researchers. II. The Economic Effects of the Ukraine war The impacts of war are far-reaching and devastating. War causes immense destruction of property and loss of life. It also creates psychological trauma for those who have experienced it firsthand. War can also have long-term economic impacts, such as higher unemployment and increased poverty. War can also lead to the displacement of people, as we have seen the millions of refugees who had been forced to flee their homes due to conflicts. War can also have political effects, such as creating new states or weakening existing nations. It can also lead to the rise of authoritarian regimes in many post-war nations. War can also lead to increased militarization as nations seek to protect themselves from future conflicts. The Ukraine war might have broader economic consequences. The supply chains may be affected because of the destruction of infrastructures and resources. War mobilization may affect the workforce and economic production. Actors in the economy may also act strategically to deploy resources elsewhere or to support the war effort because the war has affected incentive structures of workers and business. These effects can be local to geographical areas engulfed in conflict but also cause ripple effects to a wider regional area and to the global economy. Trade, production, consumption, inflation, growth and employment patterns may all be influenced. Peterson .K. Ozili.(2022) claimed that the scale of the Ukraine war had its negative impact on the economies of almost all countries around the world. According to Ozili, the main effects of the Ukraine war on the global economy are several, but this paper focuses on two below: Rising Oil Gas Prices  and inflation – European countries import a quarter of their oil and 40% of their natural gas from the Russian Federation. The Russian Federation is the second largest oil producer in the world and the largest supplier of natural gas to Europe, and after the invasion, European oil companies will have problems getting these resources from the Russian Federation. Even before the Russian invasion, oil prices were rising because of growing tensions between countries, the COVID-19 pandemic, and other factors, but remained in the $80–95 per barrel range. After the invasion, this price reached the value of $100. Natural gas prices rose 20% since the war began. Rising gas & oil prices can drive high inflation and increase public utility bills. Decline in production and economic growth. Rising oil and gas prices lead to high inflation and, therefore, a decline in consumption, supply and demand, thereby causing decline in growth and production. This paper focuses on inflation and GDP growth of nine Eastern European countries regarding the economic effects of the Ukraine war. Ozili (2022) claimed that very high inflation was a perceived negative consequence of the Russian invasion of Ukraine. As Figure 1 shows, inflation in the EU jumped in the first month of the invasion, and the increasing trend continues. EU inflation in 2022 peaked in October and amounted to 11.5% that was a historical record. However, inflation has slowly declined as energy prices have gone down. This higher inflation in Europe basically resulted from energy price increase. As Figures 2, 3, and 4 show, energy prices in Europe skyrocketed in 2022. As Figure 2 shows, energy prices have been the most important component of high inflation in the EU.  Figure 1: Average inflation rate in the EU (%). Source: EurostatCreated with Datawrapper     Figure 2: Main components of inflation rate in the Euro areas.  Figure 3: Natural gas prices in Europe, January 2021- end 2024  Figure 4: Crude oil price, January 2020-January 2025 Source: Eurostat Created with Datawrapper Inflation skyrocketed not only in the EU member countries, including Eastern European countries, but also in Russia and Ukraine.  Figure 5: Inflation rate in Russia, 2021-2025 As Figure 5 shows, inflation rate in Russia averaged 8.16 % from 2003 until 2025, but it reached an all time high of 20.37 % in April of 2022 just after the Russian invasion of Ukraine. In 2022, Russia experienced high inflation, with the average annual rate reaching approximately 13.75%. This surge in inflation was largely attributed to the economic impact of Western sanctions and increased government spending related to the war in Ukraine. From end of 2022 and throughout 2023, however, inflation was brought under control, but in 2024 inflation started to climb again. The inflation rate in Russia has been moderately high in 2024 and 2025, reaching to 9.5% in 2024 and 9.9% in May 2025 and 9.4% in June 2025.   Figure 6: Inflation rate in Ukraine, 2021-2025 The Ukrainian economy has undergone harsh conditions with the onset of Russia’s full-scale invasion of Ukraine in 2022. Following the start of the invasion, inflation skyrocketed to 26.6% in October 2022 from 10.0% in 2021. Inflation in Ukraine started to slow down from the end of 2022 throughout 2023, reaching 5.1% in November 2023. However, inflation began to rise from early 2024 and then grew to 12% in December 2024. As Figure 5 & 6 shows, inflation rates in Russia and Ukraine do not follow the pattern of EU countries in which inflation skyrocketed in 2022 and then has slowly declined over time. Rather inflation in Russia and Ukraine skyrocketed in 2022 and then slowed down in 2023 and started to climb again in 2024 and 2025. As Figure 7 shows, inflation in Eastern European countries has been also very high just after Russia invaded Ukraine. Hungary’s annual inflation rate surged in 2022, reaching a peak of 26.2 % in January 2023. By mid-2023, it began to decline, and by 2024, it showed a gradual decline trend, reaching 3.7 % in 2024. And inflation in Hungary slightly increased in 2025, reaching 4.6% in June 2025 and 4.4% in May 2025.  The Czech Republic(Czechia) experienced a significant surge in inflation in 2022, with the average inflation rate reaching 15.1%. This marked the second-highest inflation rate since the Czech Republic’s independence in 1993.  Two factors mainly contributed to this surge: High energy prices:The global energy crisis, exacerbated by the war in Ukraine, significantly impacted energy prices in the Czech Republic.  Increased food prices: The rising energy costs also led to higher food prices, with some sectors experiencing inflation rates as high as 26%.  The inflation rate in the Czech Republic in 2023 was relatively high, reaching 10.7%. However, inflation significantly declined in 2024 and 2025. The average annual inflation rate in the Czech Republic for 2024 was 2.4%. The inflation rate in 2025 was also low, recording 2.7% in July 2025. Poland also experienced a significant increase in inflation in 2022, with the average inflation rate reaching 14.2%. The inflation was down to 11.47% in 2023, but it was still high. The rate continued to fall, reaching 3.72% in 2024. In July 2025, inflation dropped to 3.1%. Similarly, Bulgaria experienced a significant surge in inflation in 2022, reaching a peak of 18.7 % in September 2022. However, Bulgaria’s annual inflation rate continued to decline from 13.02% in 2022 to 8.6% in 2023 and 2.6% in 2024. The inflation in June 2025 was 3.1%.  Romania experienced a significant surge in inflation in 2022, reaching a peak of 14.6 in November 2022. However, the annual inflation rate in Romania declined from 13.8% in 2022, recording 10.4% in 2023 and 5.58% in 2024. The inflation rate reached a more moderate rate of 5.8% in June 2025.  Slovakia experienced a significant surge in inflation in 2022, reaching a peak of 15.4 % in November 2022. However, the annual inflation rate in Slovakia declined to 10.96% in 2023, and 3.15% in 2024. The inflation rate in Slovakia reached a more moderate rate of 4.3% in June 2025.  Slovenia had much lower inflation rate than other Eastern European countries. The annual inflation rate in Slovenia was 8.83% in 2022, 7.45% in 2023, and 1.97% in 2024. The inflation rate in Slovenia reached a relatively low rate of 2.2% in June 2025.  Unlike Russia and Ukraine, these Eastern European countries followed the pattern of EU countries in which inflation skyrocketed in 2022 and then has slowly declined over time.   Figure 7: Inflation rate in Eastern Europe during the Ukraine war Very high inflation in Europe during the early stage of Ukraine war basically resulted from energy price increase as Figures 2, 3, and 4 show. It is because European countries were heavily dependent on Russian energy. Figure 8 shows that a number of Eastern European countries were significantly dependent on Russian energy in 2020 before the Ukraine war. For example, Slovakia and Hungary depended on Russia for more than 50 % of their energy use. Moreover, Europe was the largest importer of natural gas in the world. Russia provided roughly 40% and 25% of EU’s imported gas and oil before the Russian invasion of Ukraine. As Figure 9 shows, major gas importers from Russia in 2021 were European countries.  Figure 8: EU member country’s dependence on Russia energy  Figure 9: Major EU importers from Russian Gas in 2021. However, since the Russian invasion of Ukraine in 2022, more than 9,119 new economic sanctions have been imposed on Russia, making it the most sanctioned country in the world. At least 46 countries or territories, including all 27 EU nations, have imposed sanctions on Russia. EU trade with Russia has been strongly affected by the sanctions, resulting in a 58% decline in exports to Russia and an 86% drop in imports from Russia between the first quarter of 2022 and the third quarter of 2024. In the response, as Figure 10 shows, Russia cut its gas exports to the EU by around 80% since the Russian invasion, resulting in higher gas price in Europe.  Figure 10: Monthly Russia-EU pipeline gas flows, 2022-2025 Nonetheless, Figure 11 show that Hungary, Slovakia, and Czech Republic have been major  importers of Russian gas and oil after Russia’s invasion of Ukraine, while Figure 12 shows that Hungary, Bulgaria, Slovenia, Slovakia, and Czech Republic have been major importers and consumers of Russian gas after the Ukraine war. Figure 11: Largest importers of Russian fossil fuels (January 1, 2023 to February 16, 2025)  Figure 12: Selected European countries’ imports of Russian natural gas as shares of total consumption. As energy prices in Europe skyrocketed, inflation, including food price also skyrocketed in Europe. As a result, consumption in Europe was down and GDP growth declined in Europe after the Russian invasion of Ukraine. As Ozili claimed, lower growth rate was also a perceived negative consequence of the Russian invasion of Ukraine. As Figure 13 shows, GDP in EU was down to 3.5 % in 2022 compared to 6.3% in 2021, and it was further down to 0.8 % in 2023 because of economic stagnation and high inflation caused by the Ukraine war.  Figure 13: Average annual GDP growth rate in EU, 1996-2025. Like EU countries, Russia, Ukraine and some Eastern European countries experienced negative growth rates in 2022 & 2023 after Russia’s invasion of Ukraine in February 2022. Russia’s economy has undergone significant transformation since its full-scale invasion of Ukraine in February 2022. As Figure 14 shows, Russia GDP growth rate for 2022 was -2.07%, a 7.68% decline from 2021. This decline in GDP was due to international sanctions, the withdrawal of foreign companies and overall economic uncertainty. However, the impact was largely offset by a favourable terms-of-trade from higher commodity prices and support from third countries – especially China, Turkey, the UAE and countries bordering Russia – which have served as conduits for sanctions evasion.  Figure 14: Russia GDP Growth Rate By 2023, the Russian economy had increasingly shifted to a war footing. As Figure 15 shows, military spending significantly increased after the Russian invasion of Ukraine. Surge in government spending such as military spending, counter-sanctions measures and credit growth boosted investment, construction and overall economic activity in Russia. The military-industrial sector benefitted the most, as did private consumption driven by war-related payments and high real wage growth resulting from the tight labor market. Meanwhile, sectors reliant on Western markets or foreign companies continued to struggle. As a result, Russia’s GDP grew by 3.6 percent in 2023 and 4.3 percent in 2024. Economic expansion resulted from rising government expenditure and investment in its military as it continues its war against Ukraine.  Figure 15: Russia military spending By the end of 2024 and in early 2025, however, signs of economic stagnation had become evident. Even the military-industrial sector began to stagnate. The economy had butted up against its supply-side constraints. In the first quarter of 2025, annual growth slowed to an estimated 1.4 % (from 4.5 % in the last quarter of 2024. Economic contraction was driven by falling activity in trade, mining, real estate and leisure, which growth in agriculture, manufacturing and public administration were not able to offset.  Figure 16: Ukraine GDP growth rate Russian invasion of Ukraine in February 2022 significantly affected Ukraine economy. As Figure 16 shows, Ukraine’s GDP growth rate for 2022 was -28.76%, a 32.08% decline from 2021. GDP growth rate in Ukraine averaged 1.33% from 2000 until 2025, reaching a record low of -36.60 % in the second quarter of 2022. Ukraine’s economy started to bounce back in 2023 and the GDP growth rate in Ukraine for 2023 was 5.32 %, a 34.08 increase in 2022. GDP growth rate reached an all time high of 19.30% in the second quarter of 2023. The GDP growth for 2024 was down to 2.9%. In the first quarter of 2025, Ukraine’s GDP grew 0.9%. However, the Ukrainian economy has been propped up by financial support from Western countries, including military and humanitarian aid, as well as loans from frozen Russian assets. Financing from abroad has been essential in sustaining Ukraine’s ability to survive. Ukraine’s 2024 public sector deficit rose to a record 1.832 trillion hryvnia, or almost 24 % of GDP. Over 60 % of spending went to defense and domestic security. Ukraine’s foreign partner countries provided approximately $42 billion in direct budget support in 2024, of which a large chunk ($17.5 billion) was provided via the EU’s Ukraine Facility. In 2025, Ukraine’s financing situation looks brighter compared to the beginning of 2024, when the EU’s 50-billion-euro Ukraine Facility and America’s over-60-million-dollar Ukraine aid package were blocked due to legislative intransigence. The structure of 2025 deficit financing in Ukraine represents a big change from 2024 as a substantial part of the deficit will be covered out of the yield on Russia’s frozen assets. Last summer, G-7 leaders agreed on an Extraordinary Revenue Acceleration (ERA) arrangement allowing for the use of 183 billion Euro of frozen Russian assets (end-2024) in the EU area to help Ukraine. The ERA program does not draw on the Russian assets directly but uses its proceeds to finance payments and costs of a $50 billion loan. As Figure 17 shows, ERA disbursements allocated to Ukraine will come to nearly $22 billion in 2025 and $11 billion in 2026. The new Trump administration has yet to withdraw from the ERA program, even if substantial cuts have already been made in e.g. USAID financing to Ukraine. The US remains the ERA program’s largest supporter, accounting for a total disbursement commitment of $20 billion. Figure 17: ERA program for Ukraine from Western countries, 2023-2026 Moreover, according to the Ukraine Support Tracker from Kiel University, Ukraine has received 267 billion euros in aid over the past three years. Half of this has been in weapons and military assistance, with 118 billion euros in financial support and 19 billion euros for humanitarian aid. European countries contributed more than the US: 62 billion euros in arms and 70 billion euros in other aid from Europe, compared with 64 billion euros in arms and 50 billion euros in other aid from the US. On the other hand, the Ukraine war caused a massive refugee crisis to Eastern European countries. The Ukraine war made millions of Ukraine people cross the border into neighboring countries in Eastern countries, affecting the economy of each nation. Table 1 shows the number of Ukraine refugees settled in Europe. Most of the Ukraine refugees settled in Poland and the Czech Republic, followed by Romania, Slovakia, and Moldova. These Ukraine refugees had significant impacts on Eastern European economy, in particular on Poland and Czech Republic. Table 1: Number of refugees from Ukraine settled in EuropeSource: UNHCR Operational Data The Ukraine war affected Poland’s economy in several ways, creating both difficulties and opportunities. First, there were problems with energy supplies that could threaten Poland’s access to power. The conflict in Ukraine has shaken up Poland’s energy market quite a bit, affecting its gas and oil supplies and leading to a spike in prices. Right after the conflict began, gasoline prices in Poland jumped by more than 40% as Figure 18 shows. This is mainly because Poland used to get a lot of its energy from Russia, and now, because of the Ukraine war and the sanctions that followed, there’s been a big disruption. As Figure 19 shows, food prices also skyrocketed just after the Ukraine war.  Figure 18: Gasoline price in Poland Figure 19: Food inflation in Poland Food inflation in Poland averaged 4.11 % from 1999 until 2025, reaching an all time high of 24.00 % in February of 2023. Moreover, there has been the arrival of more than 1 million Ukraine refugees, which put pressure on jobs and public services in Poland. The Polish government has had to increase its public spending significantly to provide housing, healthcare, and social services for the newcomers. This sudden increase in spending seemed overwhelming at first, but it also brought potential economic benefits in the long run. For example, the influx of Ukraine refugees boosted demand for local goods and services, which in turn stimulated the Polish economy. Despite both difficulties and opportunities that the Ukraine war brought to Poland, Poland’s GDP growth rate in 2022 was 5.3%. This indicates a strong economic performance, although it was slightly lower than the 6.9% growth rate in 2021. However, Poland's GDP growth rate in 2023 was down to 0.2%. This signifies a significant slowdown compared to the 5.3% growth in 2022. The slowdown was attributed to factors like energy inflation-induced decline in household spending and stagnant consumption. Poland’s real GDP grew by 2.9% in 2024, exceeding initial expectations, which were set at 2.8%. As inflation was down, it allowed for consumer spending and contributed to economic expansion. The Polish economy continues to grow by 3.2% in the first quarter of 2025. Figure 20: annual GDP growth rate in Poland, 2016-2024 The Czech economy has experienced significant impacts from the Ukraine war due to supply chain disruptions and rising energy & food prices. As Figure 21 and 22 show, gasoline and food prices in Czech Republic skyrocketed just after the Russian invasion of Ukraine. Gasoline prices in Czech Republic skyrocketed in June 2022 at 2.05 USD/Liter from 1.12 USD/Liter in May2020. Gasoline prices in Czech Republic averaged 1.48 USD/Liter from 1995 until 2025, reaching a high of 2.05 USD/Liter in June of 2022 and a record low of 0.72 USD/Liter in December of 1998. Figure 21: Gasoline price in the Czech Republic  Figure 22: Food inflation in the Czech Republic As a result, after a solid recovery from Covid-19 pandemic in 2021 with 4.0% growth rate, economic activity slowed down in 2022-2023 as a result of the consequences of the war in Ukraine, including EU sanctions on Russia and rising energy & food prices. Nonetheless, the Czech achieved a moderate growth in 2022 with a growth rate of 2.8% but the Czech economy contracted by -0.1% in 2023 and has been weak with a growth rate of 1.1% in 2024 and 0.7 % in the first quarter of 2025. Figure 23: annual GDP growth rate in Czech Republic, 2016-2024 Hungary’s economy has faced significant challenges due to the war in Ukraine, including increased energy costs, inflation, and disruptions to trade and supply chains. Hungary economy grew by 4.6 % in 2022, but declined to -0.91% in 2023 due to the extremely high inflation and weak consumptions. The consumer price in Hungary rose to a peak of 25.7% in January 2023, the highest rate in the EU. High inflation was driven by surging energy and food prices as Figures 24 and 25 show. The Hungary economy has been weak with the growth rate of 0.5 % in 2024. The GDP expanded by 0.1% in the second quarter of 2025. Figure 24: Gasoline price in Hungary Figure 25: Food inflation in Hungary  Figure 26: annual GDP growth rate in Hungary, 2016-2024 Bulgaria’s economy has faced challenges from the Ukraine ware, due to increased energy prices and disruptions in trade. As Figure 27 shows, the initial economic recovery was stronger than anticipated, with a 4.0% GDP growth in 2022, but the Ukraine war’s impact, coupled with inflation and global economic headwinds, led to a slowdown. Bulgaria’s economy expanded by 1.89 % in 2023. Then Bulgaria GDP bounced back to 2.8 % in 2024 and by 3.1% in the first quarter of 2025. Figure 27: annual GDP growth rate in Bulgaria, 2016-2024 Romania’s economy has experienced both positive and negative impacts from the Ukraine war. As Figure 28 shows, the Romanian economy displayed unexpected strength in 2022, with a 4.8% growth rate thanks to strong private consumption and investment. However, the Ukraine war’s effects, particularly on energy prices and supply chains, dampened Romanian growth. Romanian growth rate for 2023 was 2.2%, but it moderately rebound in 2024 with a 2.8% growth rate. The Romanian GDP increased by 0.3% in the first quarter of 2025. Romania faced challenges related to fiscal deficits, public debt, and inflation. Romania’s ability to navigate these challenges and capitalize on opportunities, such as EU support and its strategic geographic location, will be crucial for its long-term economic prosperity.  Figure 28: annual GDP growth rate in Romania, 2016-2024 Slovakia’s economy has faced significant challenges due to the war in Ukraine, mainly through energy & food price shocks and disruptions to trade and supply chains. As Figure 29 and 30 show, gasoline and food price in Slovakia significantly increased. Slovakia’s economy grew by 0.45% in 2022, a 5.28% decline from 2021. GDP growth rate for 2023 was 1.38 %. GDP growth in Slovakia moderately bounced back in 2024 with a growth rate of 2.0. In the first quarter of 2025, Slovakia economy grew by 0.2 %.  Figure 29: Gasoline price in Slovakia Figure 30: food inflation in Slovakia Figure 31: annual GDP growth rate in Slovakia, 2016-2024 In 2022, Slovenia experienced a slow economic growth with 2.7%, a 5.69% decline from 2021. due to the Ukraine war and subsequent energy price hikes and supply chain disruptions. Slovenia’s economy has been hurt by the Ukraine war and subsequent flooding in 2023 and 2024 with a 2.1 % and 1.5 % growth rate, respectively. Slovenia’s GDP growth was down to -0.7 % in the first quarter of 2025.   Figure 32: annual GDP growth rate in Slovenia, 2016-2024 III. Conclusion  This paper analyzed the economic effects of the Ukraine war on Russia, Ukraine, and Eastern European countries with a focus on inflation and GDP growth. The paper showed that after the Russian invasion of Ukraine in February 2022, inflation skyrocketed not only in the EU member countries, including Eastern European countries, but also in Russia and Ukraine. However, the pattern of inflation was different. Inflation in Russia and Ukraine did not follow the inflation pattern of EU member countries in which inflation skyrocketed in 2022 and then has slowly declined over time. Rather inflation in Russia and Ukraine skyrocketed in 2022 and then slowed down in 2023 and started to climb again in 2024 and 2025. Inflation in Eastern European countries followed the pattern of EU member countries in which inflation skyrocketed in 2022 and has then slowly declined over time. On the other hand, the pattern of GDP growth was different, depending on the individual conditions of each nation, although most countries experienced economic decline in 2022 relative to 2021. Some countries such as Ukraine and Russia experienced negative growth in 2022 and then recovered from 2023. Other countries such as Hungary, Romania, Bulgaria, and Czech Republic experienced moderate growth in 2022 and then slowed down over time. Still other countries like Slovakia and Slovenia experienced very low GDP growth over the period of 2022-2025.  References Biddle, Stephen D. 2022. “Ukraine and the Future of Offensive Maneuver.” War on the Rocks. November 22. https://warontherocks.com/2022/11/ukraine-and-the-future-of-offensive-maneuver/.Biddle, Stephen D. 2023. “Back in the Trenches: Why New Technology Hasn’t Revolutionized Warfare in Ukraine.” Foreign Affairs 102 (5): 153–164.Dijkstra, Hyllke, Myriam Dunn Cavelty, Nicole Jenne, and Yf Reykers. 2023. “What We GotWrong: The War Against Ukraine and Security Studies.” Contemporary Security Policy 44(4): 494–496. https://doi.org/10.1080/13523260.2023.2261298Ozili, P.K., 2022, Global Economic Consequence of Russian Invasion of Ukraine. Available online at: https://ssrn.com/abstract=4064770(open in a new window)

Energy & Economics
Global business connection concept. Double exposure world map on capital financial city and trading graph background. Elements of this image furnished by NASA

Liaison countries as foreign trade bridge builders in the geo-economic turnaround

by Eva Willer

Introduction Geopolitical tensions are making global trade increasingly difficult. In order to reduce the associated risk of default, companies are shifting their trade relations to trading partners that are politically similar to them. In the course of the beginnings of geo-economic fragmentation, politically and economically like-minded countries are also gaining in importance for German and European decision-makers. Liaison countries1 in particular can form a counterforce to the trend towards polarization in foreign trade - especially between the USA and China: they are characterized by a pronounced economic and trade policy openness that overrides differences between geopolitical or ideological camps. Consequently, the question arises: How can relevant connecting countries for Germany and Europe be identified? What opportunities and risks do closer trade relations with these countries offer in order to strengthen foreign trade resilience in geopolitically uncertain times?  With a high degree of openness - defined as the sum of imports and exports in relation to gross domestic product - of over 80 percent2 , the German economy is strongly integrated into global trade. Accordingly, the disruptive effect of geo-economic fragmentation on the German economy would be above average. The defensive strategy to strengthen Germany's economic security by pushing for trade policy independence would only reinforce geo-economic fragmentation. Against the backdrop of comparatively high economic vulnerability, it is necessary to focus on those potential partner countries with which German and European foreign trade could be developed and expanded even under the condition of increasing fragmentation.  Geoeconomic Fragmentation  The term "geo-economic fragmentation" is used to describe the politically motivated reorganization of global goods and financial flows, in which strategic, economic and political interests primarily determine the choice of countries of origin and destination for trade flows.3 In the scenario of geo-economic fragmentation, the result would be the formation of a bloc within the global community of states, which would fundamentally change the regulatory structure of global economic networking. In this case, trade and investment would probably concentrate from a previously diverse range of economic partner countries - prior to the formation of the bloc - on those countries that now - since the formation of the bloc - belong to the same bloc.  The likelihood of this scenario occurring and leading to an increased fragmentation of the global economic order has increased again in the recent past. For example, Donald Trump's second term as US president is causing increasing geopolitical uncertainty worldwide.  Statements on the concrete form of a possible demarcation of potential blocs are subject to a great deal of uncertainty. However, the division of a large part of the global economy into a "US bloc" and a "China bloc" is a conceivable scenario for which German politics and business should prepare.  Data already shows that, at a global level, foreign trade openness has decreased in the recent past. Data from the World Trade Organization (WTO) illustrates the increasing hurdles in global trade in goods. While 3.1% of global imports were still affected by tariff or non-tariff barriers to trade in 2016 - including under WTO rules - this figure rose to 11.8% in 2024 over the following years.4 This development goes hand in hand with a noticeable loss of importance and enforcement of the WTO since the 2010s, which previously played a central role as the guardian of the rules-based global economic order.  Studies by the International Monetary Fund (IMF) have already found indications of an incipient geo-economic fragmentation along potential bloc borders. It shows that trade in goods and foreign direct investment between countries that would belong to the opposing camp in the event of a bloc formation declined on average in 2022 and 2023 - in contrast to foreign trade between countries that are geopolitically close.5  In this initial phase of geo-economic fragmentation, liaison countries are beginning to establish themselves as a counterforce, holding the fragmenting global community of states together with new trade and investment routes.  Identification of liaison countries Specifically, liaison countries have the following characteristics: a pronounced openness to foreign trade in the form of a high foreign trade quota and low tariff and non-tariff trade barriers, as well as pronounced economic relations with partner countries from different geopolitical camps. The geopolitical orientation of countries can be examined using data on voting behavior within the United Nations.6 This involves analyzing whether a country can be assigned to the US or Chinese camp - or whether there is no pronounced proximity and therefore political neutrality or "non-alignment" in the sense of ideological independence. The data-based identification of connecting countries is relatively new. Empirical analyses are also limited to connecting countries in the context of US-Chinese foreign trade - specifically US imports from China. In this case, the characteristics of a connecting country can be broken down into (1) "non-alignment" - i.e. a geopolitical distance to both a Western and an Eastern bloc - as well as (2) an increase in imports and foreign investment from China and (3) a simultaneous increase in exports to the United States. In a narrower sense, this is an evasive reaction to trade restrictions, i.e. circumventing trade. If the foreign trade indicators - specifically the trade and investment data relating to the US and China - of "non-aligned" countries for the period from 2017 to 2020 show corresponding characteristic-related changes compared to previous years, these can be identified as countries connecting the US and China.  The analysis of trade data shows that the value of direct exports from China to the USA fell during Donald Trump's first term in office. At the same time, both Chinese exports to some of the "non-aligned" countries and exports from these countries to the USA have increased significantly. These countries have presumably stepped in as a link on the export route from China to the US after the previously direct trade flow was interrupted by trade barriers and had to find a new route. Companies producing in China are therefore likely to have sought new, indirect ways to maintain access to the US sales market.  A certain statistical inaccuracy in the foreign trade data makes it difficult to draw a definitive conclusion in this context. It should be noted: No single commodity can be tracked across national borders in trade data collection. Whether the additional goods imported from China actually found their way to the United States can only be assumed approximately. However, if the trade flows are aggregated, a clearer picture emerges and the circumvention trade via selected connecting countries - including Vietnam and Mexico - becomes visible.  Data on foreign direct investment rounds off the analysis.7 "Non-aligned" countries in which an increase in Chinese investment can be seen between 2016 and 2020 in addition to trade flows can be identified as connecting countries. Here, too, available data suggests that the companies concerned either exported their goods to the United States via a stopover or even outsourced parts of their production destined for the US market to connecting countries. Five connecting countries between the US and China Based on the 2017-2020 study period, various connecting countries can be empirically identified that were used to indirectly maintain access to the US market. In terms of foreign trade volume, the economically most important connecting countries include Mexico, Vietnam, Poland, Morocco and Indonesia.8 All five countries are characterized by the fact that both their exports of goods to the US and their imports of goods from China increased significantly between 2017 and 2020. In addition, greenfield investments (foreign direct investment to set up a new production facility) have risen significantly compared to the period before 2017.  However, the five countries show different priorities in their development, which differentiate them in their role as connecting countries between the USA and China. In Vietnam, exports to the USA in particular have risen sharply. China has been the most important procurement market for Vietnamese companies for years. Poland, Mexico and Indonesia are characterized as connecting countries primarily by the significant increase in imports from China. Morocco, in turn, was able to attract more Chinese foreign investment in particular. Greenfield investments have almost tripled here since 2017. However, Poland - a rather surprising candidate for the role of liaison country, as it is intuitively assigned to the US-oriented bloc - is positioned fairly centrally between the US and China according to the analysis of voting behavior within the United Nations9. In addition, Poland qualifies primarily due to the sharp rise in greenfield investments from China, primarily in the expansion of domestic battery production.10  It cannot be concluded from the previous studies on the USA and China whether German companies are also circumventing trade barriers from the USA via the countries identified. As the trade policy conflicts between the US and China differ significantly from those between the EU and China, there has been a lack of comparable empirical data to analyze connecting countries in the EU context. Opportunities and challenges As the German economy is strongly oriented towards foreign trade and is closely networked with both the USA and China, German companies play a particularly exposed role in the area of tension between the USA and China. Increased economic exchange with potential connecting countries would offer German companies an opportunity to mitigate the expected shock of a geopolitical bloc. They could at least maintain international trade to a certain extent and thus secure some of the endangered sales and procurement markets. On the other hand, there are also costs associated with expanding foreign trade relations with potential connecting countries. The greater complexity also increases the risk in the value chains. Companies that position themselves wisely within this trade-off buy themselves valuable time in the event of a shock to reorganize themselves against the backdrop of changed foreign trade conditions.  From the perspective of foreign trade policy, it is also possible to examine the extent to which stronger foreign trade cooperation with (potential) connecting countries could have advantages. The trade-off between resilience and complexity must then be assessed at a macroeconomic level, beyond individual company interests. In order to make it easier for companies to connect to potential connecting countries and to create appropriate framework conditions, German and European policy can build on existing comprehensive strategies at national and European level. Both the China Strategy11 and the National Security Strategy12 focus foreign policy on connecting countries as part of a stronger economic and political risk diversification. There is also a similar framework at European level with the EU's Strategic Compass13 . Following on from this, the German government could create targeted incentives to open up new markets in liaison countries, which would diversify critical supply chains and reduce one-sided dependencies.  At the same time, connecting countries pose a challenge. These can be used to circumvent foreign trade measures such as sanctions if flows of goods can find alternative routes via connecting countries more easily than before.  In order to realize opportunities and overcome challenges, close cooperation between science, politics and companies is required. This first requires the identification of a selection of potential connecting countries through scientifically sound analysis. This creates the basis for the subsequent steps in which European and German policymakers work closely with companies to create attractive framework conditions for trade with potential connecting countries - for example through bilateral trade agreements.  Attractive foreign trade framework conditions can create the necessary incentive to actually expand trade relations with potential connecting countries. Companies need to weigh up individual cases and make forward-looking decisions: To what extent is there a risk of a loss of production triggered by geopolitical conflicts? And how much would the complexity of the value chain increase if more potential connecting countries were included? Ultimately, the actual choice of preferred sales and procurement markets lies with the individual companies. LicenseThis work is licensed under CC BY 4.0 References1. Verbindungsländer werden im Sinne von Connectors verstanden, vgl. Gita Gopinath/Pierre-Olivier Gourinchas/Andrea F Presbitero/Petia Topalova, Changing Global Linkages: A New Cold War?, Washington, D.C.: IMF, April 2024 (IMF Working Paper) <https://www.imf.org/en/Publications/WP/Issues/2024/04/05/Changing-Global-Linkages-A-New-ColdWar-547357/>. 2. Statistisches Bundesamt (Destatis), Außenwirtschaft. 2025, <https://www.destatis.de/DE/Themen/Wirtschaft/Globalisierungsindikatoren/aussenwirtschaft.html#246 078/>.  3. Shekahar Aiyar/Franziska Ohnsorge, Geoeconomic Fragmentation and ‚Connector’ Countries, Online verfügbar unter:  <https://mpra.ub.uni-muenchen.de/121726/1/MPRA_paper_121726.pdf>.4. WTO, WTO Trade Monitoring Report, Genf, November 2024, <https://www.wto.org/english/tratop_e/tpr_e/factsheet_dec24_e.pdf/>. 5. Gita Gopinath/Pierre-Olivier Gourinchas/Andrea F Presbitero/Petia Topalova, Changing Global Linkages: A New Cold War?, Washington, D.C.: IMF, April 2024 (IMF Working Paper) <https://www.imf.org/en/Publications/WP/Issues/2024/04/05/Changing-Global-Linkages-A-New-ColdWar-547357/>.  6. Michael A. Bailey/Anton Strezhnev/Erik Voeten, »Estimating Dynamic State Preferences from United Nations Voting Data«, Journal of Conflict Resolution, 61 (2017) 2, S. 430-456, <https://journals.sagepub.com/doi/10.1177/0022002715595700/>.7. Gita Gopinath/Pierre-Olivier Gourinchas/Andrea F Presbitero/Petia Topalova, Changing Global Linkages: A New Cold War?, Washington, D.C.: IMF, April 2024 (IMF Working Paper) <https://www.imf.org/en/Publications/WP/Issues/2024/04/05/Changing-Global-Linkages-A-New-ColdWar-547357/>. War-547357. 8. Enda Curran/Shawn Donnan/Maeva Cousin, »These Five Countries are Key Economic ‚Connectors‘ in a Fragmenting World«, in Bloomberg (online), 1.11.2023, <https://www.bloomberg.com/news/articles/2023-1102/vietnam-poland-mexico-morocco-benefit-from-us-china-tensions/>.9. Michael A. Bailey/Anton Strezhnev/Erik Voeten, »Estimating Dynamic State Preferences from United Nations Voting Data«, Journal of Conflict Resolution, 61 (2017) 2, S. 430-456, <https://journals.sagepub.com/doi/10.1177/0022002715595700/>.  10. Enda Curran/Shawn Donnan/Maeva Cousin, »These Five Countries are Key Economic ‚Connectors‘ in a Fragmenting World«, in Bloomberg (online), 1.11.2023, <https://www.bloomberg.com/news/articles/202311-02/vietnam-poland-mexico-morocco-benefit-from-us-china-tensions/>.11. Auswärtiges Amt, China‐Strategie der Bundesregierung, Berlin, Juli 2023, <https://www.auswaertigesamt.de/resource/blob/2608578/810fdade376b1467f20bdb697b2acd58/china-strategie-data.pdf/>.  12. Auswärtiges Amt, Integrierte Sicherheit für Deutschland: Nationale Sicherheitsstrategie, Berlin, Juni 2023, <https://www.bmvg.de/resource/blob/5636374/38287252c5442b786ac5d0036ebb237b/nationalesicherheitsstrategie-data.pdf/>.  13. Rat der Europäischen Union, Ein Strategischer Kompass für Sicherheit und Verteidigung, Brüssel, März 2022, <https://data.consilium.europa.eu/doc/document/ST-7371-2022-INIT/de/pdf/>.

Diplomacy
Trump, Putin Alaska Arrival (9260680)

Why Peace in Ukraine Remains Elusive

by Nicholas Morieson , Ihsan Yilmaz

Donald Trump declared his Alaska summit with Vladimir Putin a success, despite contrasting evidence suggesting otherwise. On Truth Social, he said a peace agreement over Ukraine, not a mere ceasefire, was the right path, claims he echoed during follow-up talks in Washington with Volodymyr Zelensky and European leaders. “Potentially, millions of people’s lives will be saved,” Trump said. That optimism looks misplaced. For Putin, Ukraine is not merely a bargaining chip but a territory he views as part of a Russian “civilization-state.” When he meets with Western leaders, he is not negotiating over land; he frames the war as a defense of Russian civilization and its values. As a result, Putin cannot easily “make a deal” involving land swaps to end the conflict.  Russia’s civilisational project  In addition to civilisational rhetoric, other factors contribute to Putin’s intransigence. Strategic concerns about NATO, fears for regime security, and the material importance of Crimea and the Black Sea all shape Moscow’s stance. Yet the language of civilisation turns these into matters of identity and survival. It fuses practical interests with existential claims, making retreat even harder. Even if compromises were possible on security or economics, the civilisational frame casts them as betrayals of Russia’s destiny.  Some American policymakers have tended to read Russia as a state with interests that can be traded. However, Putin accounts for Russia not simply as a nation-state, but as a civilization rooted in Orthodoxy, empire, and the memory of Soviet power. Viewed through this prism, Ukraine is not a foreign neighbour, but an inseparable part of Russian history and identity, which must be defended against Western encroachment.  In his 2021 essay On the Historical Unity of Russians and Ukrainians, Putin claimed that Russians and Ukrainians are “one people,” and that Ukraine is “an inalienable part of our own history, culture, and spiritual space.” Whatever his private convictions, the function of this language is clear. It justifies annexation and occupation, and it raises the political cost of retreat by treating territorial issues as matters of civilisational survival.   Putin himself insists that “the West” does not understand that “the Ukraine crisis is not a territorial conflict … and not an attempt to establish regional geopolitical balance.” Instead, he says, it is rooted in “the principles underlying the new international order” he is building. Peace, in this new order, is possible only “when everyone feels safe and secure, understands that their opinions are respected” and when “no one can unilaterally force …others to live or behave as a hegemon pleases even when it contradicts the sovereignty …traditions, or customs of peoples and countries.”    This framing lets the Kremlin portray the West as the aggressor imposing alien norms on unwilling Ukrainians. Russia, by contrast, is said to be fighting for itself on behalf of all nations who wish to see western hegemony end and the birth of a new multipolar world. Moreover, it portrays Ukraine’s status as a civilisational question tied to identity and resistance to Western liberal norms. As a result, only a settlement that Putin present domestically as recognition of Russia’s civilisational standing is acceptable, which complicates compromise beyond what standard diplomatic formulas suggest.  Challenges to Trump’s pursuit of peace  Trump has made no secret of his desire to be remembered as a peacemaker. However, he also admires strong leaders and has shown sympathy for post-liberal arguments that liberal democracy is exhausted. These affinities bring him closer, at least rhetorically, to elements of Putin’s stance.  Admiration and aspiration alone are insufficient in bridging the gap between Putin and Trump’s positions on Ukraine’s independence. Putin frames the conflict as existential, defending Russian civilisation against Western encroachment. This  makes compromise especially difficult. If the war is understood in these terms, how can Moscow return occupied territories without undermining its own civilisational claim? How can it accept a Ukraine that leans towards the European Union, or tolerate an American presence on its soil?  Trump may want peace, but Putin has tied his legitimacy to a narrative that resists it. Unless that framing is abandoned, or radically reinterpreted, any settlement will remain elusive.  A wider trend  “Russia’s approach is part of a wider pattern in which civilisational claims have become central to how leaders justify power and resist compromise. Xi Jinping frames China as a five-thousand-year-old civilisation whose territory includes Taiwan and the South China Sea. He presents the Communist Party as the guardian of a civilisational tradition stretching back to Confucius, giving contemporary disputes an aura of timeless legitimacy. Narendra Modi portrays India as an ancient Hindu civilisation restoring its rightful place after centuries of foreign domination. Each case is distinct, but the message is similar: our civilisation is exceptional, our sovereignty absolute, and our values not up for negotiation.    A troubled summit  Against this backdrop, the Alaska meeting was never likely to produce more than gestures. Trump may genuinely want peace and to be remembered as the leader who ended the war. Yet he is dealing with a counterpart who has justified the invasion of Ukraine in civilisational and existential terms. For Putin, Ukraine is not only territory but a symbol of Russia’s identity and sovereignty, cast as a bulwark against Western encroachment. Within this frame, Russia would view restoring Ukraine’s borders, accepting its European orientation, or tolerating a long-term American presence in the region as defeats of principle rather than concessions of interest.  Trump’s ambition to end the war faces an almost insoluble dilemma. Europe will reject a settlement that rewards aggression, while Putin refuses to surrender territory he has cast as integral to Russian civilisation. Land swaps seem practical but please neither side. If the conflict were to remains frozen, Ukraine will be fractured and the deeper issues unresolved. Peace demands compromise, but compromise undermines the very narratives on which Moscow has built its legitimacy. As a result, unless Putin retreats from his civilisational framing of the war, any settlement will remain elusive and Ukraine’s future uncertain.  Dr Nicholas Morieson is a Research Fellow at the Deakin Institute for Citizenship and Globalisation, Deakin University, Melbourne. He is the author of three books, including Weaponizing Civilizationalism for Authoritarianism: How Turkey, India, Russia, and China Challenge Liberal Democracy (Palgrave 2025).  This article is published under a Creative Commons License and may be republished with attribution.

Energy & Economics
Countries within the Arctic Circle, political map. Countries within about 66 degrees north the Equator and North Pole. Alaska (U.S.), Canada, Finland, Greenland (Denmark), Norway, Sweden and Russia.

Russia’s Arctic Corridor: Between Ice and Isolation

by Manashjyoti Karjee

Russia’s Northern Sea Route (NSR) along its Arctic coastline has, for centuries, been as much a dream as a reality. The coastal corridor is a chance to cement Russia’s place as a polar energy superpower, and the presence of unexploited reserves of resources, the keeper of a possibly vital global artery. Yet the NSR’s story in the 21st century is not simply about ambition. It is about a paradox; two forces pushing in opposite directions. One force is geopolitical. A tightening of Western sanctions has cut Russia off from Western capital, technology, and partners that once underpinned its Arctic rise. The other is environmental: climate change. The melting of the sea ice at unprecedented rates is lengthening the navigable season and giving Russia a window of opportunity in the high north. Together they create a strange, almost theatrical tension – a stage where climate change is opening new Arctic pathways even as geopolitics seems to be closing them. This article traces how Moscow has adapted awkwardly at times and creatively at others to this paradox. The question is not whether Moscow still wants to realise the NSR’s promise. It does. The question is whether it can, and if so, at what cost. The answer lies in how Russia has substituted partners, improvised workarounds, looked inwards for domestic substitutions and leaned on risky logistics to keep its Arctic ambitions alive. The years after 2007 (to capture the pre-sanctions baseline and the waves of sanctions that followed), when Russia planted a titanium flag on the seabed at the North Pole, tell a story of Russia’s NSR adaptation, dependency, and resilience under constraint. The NSR’s economy runs on the same plumbing that moves everything from coffee to crude: finance, insurance, classification societies, maritime services, and high-end technology. When Western governments began sanctioning Russia over Crimea in 2014, the sanctions did not simply target individuals or issue symbolic bans. They went for the “nodes” in the global economy that Russia’s Arctic projects depended upon. This is a textbook case of weaponised interdependence. The theory explains how states that control critical financial and technological chokepoints in an interconnected global order can turn global connectivity into leverage. The effect was immediate. U.S. export controls banned Arctic offshore oil exploration technology, freezing ventures like ExxonMobil’s Kara Sea project. European and American banks withdrew. Insurers cancelled coverage for Russian vessels, and the International Association of Classification Societies expelled Russia’s maritime register. Without classification, many Russian-controlled ships lost their safety certificates and lost access to ports and insurance altogether. The 2022 invasion of Ukraine supercharged this process. Energy giants such as Exxon,  and Halliburton left Russia’s Arctic. Sanctions extended to almost every aspect of maritime trade. International Protection & Indemnity (P&I) clubs refused Russian risks, and the exodus of foreign expertise left Russia’s Arctic sector without many of the specialised tools it had once imported. In essence, sanctions acted as a structural stress test on Russia’s Arctic political economy, which raised financing costs, choking technology transfer, and narrowing partnership options for both upstream oil and gas exploration and midstream shipping and processing. Yet, the sanctions did not halt Arctic operations altogether. By 2023, the NSR cargo carried record volumes along the route. The moved cargo was roughly around 38 million tonnes of goods in 2024. This cargo was almost entirely Russian oil, gas, and minerals headed to Asia. The international shipping firms that had once dreamed of using the NSR as a global transit lane were seemingly gone. What remained was a “Russified” corridor: an export pipeline to friendly markets, sealed off from most of the world. Sanctions forced Russia to find replacements for Western finance, expertise, equipment, and markets. The most obvious substitute was China. The two countries already had growing energy ties, and after 2014, Beijing stepped in where the West stepped out. Chinese state banks provided roughly $12 billion in loans after Western financing dried up for Yamal LNG, the Arctic’s first LNG megaproject. China National Petroleum Corporation (CNPC) took a 20% stake in the project in 2013, and the Silk Road Fund took another 9.9% in 2016. Chinese shipyards supplied modular components, and by late 2017, the project was completed on schedule despite the constraints. This model, to replace Western inputs with Chinese ones, was carried over to Arctic LNG 2 on the Gydan Peninsula. CNPC and CNOOC each took 10% stakes by 2019, and Chinese yards again won construction contracts. A secondary interdependence formed: Chinese capital, shipbuilding, and market demand for LNG in exchange for Russian resources and Arctic access. But this substitution came with a catch. The relationship was asymmetric interdependence. Russia now relies far more on China than China does on Russia. For Moscow, the NSR and Arctic LNG capacity are strategic lifelines and Russia, under sanction, cannot so easily diversify its partners. But Beijing has other suppliers; the NSR is optional for Chinese trade. Beijing has used that leverage with a light but unmistakable touch by pressing for sanctions carve-outs and pausing when penalties threaten its global financial and commercial interests. When Washington sanctioned Arctic LNG 2 in late 2023, Chinese firms froze participation. CNPC and CNOOC invoked force majeure, and Wison (a Chinese manufacturer of LNG modules) recalled shipments and stopped work altogether. By 2023, roughly 95% of NSR transit cargo was bilateral Russia–China trade, mostly Russian oil moving east. When China pulled back, Moscow protested mildly; when Western firms did the same, the rhetoric was far harsher. The imbalance was clear. The NSR had become a lifeline for Russia, but only one option among many for China. Alongside external partnerships, Moscow sought to fill the gaps domestically. The flagship is the Zvezda shipyard in the Russian Far East, which was meant to deliver a homegrown fleet of Arctic-class tankers and LNG carriers. Initially a joint venture with South Korea’s Samsung Heavy Industries, Zvezda lost access to many suppliers after 2022. Building the specialised Arc7 LNG tankers proved harder than planned, and delays created a shipping shortfall. So, Moscow improvised at sea. The workaround was a fleet few had anticipated: the so-called “shadow fleet.” These are ageing, often 20-year-old tankers. Reflagged under flags of convenience to Panama, Liberia and the Marshall Islands, they sail without reputable insurance or up-to-date safety certification. After the EU banned Russian oil imports and the G7 imposed a price cap, Russia’s traders bought up and reactivated such ships. Some sail with AIS trackers off, earning them the nickname “floating time bombs” from former NATO commander James Stavridis. Regulators noticed. NATO began monitoring the dark fleet in 2023. The UK and Denmark tightened port inspections earlier; by mid-2025, Norway ordered inspections of all foreign tankers using its ports that had been involved in Russian Arctic trade. The cat-and-mouse is literal: AIS “spoofing,” loitering near transhipment points like Murmansk, and identity-masking tactics have all proliferated. The objective is simple – keep exports moving despite Western control over finance and insurance chokepoints. The method is naturally costly and risky. The environmental risks are also obvious, especially in Arctic waters. Yet by 2023, this shadow fleet had helped Russia stage a dramatic comeback on the NSR. Transit cargo, which had collapsed to around 41,000 tonnes in 2022,  hit a record 2.1 million tonnes in 2023, much of it oil to China. Of the 75 transit voyages (the most ever in a season) that year, 59 were in ships over 10 years old, and nearly 40% in vessels over 20. Three voyages were made by ships with no ice classification at all, possible only during the mildest late-summer window. This is resilience under constraint in action: maintaining volumes, but through seemingly riskier, costlier, and less sustainable logistics. The paradox deepens when nature itself becomes a player. The Arctic is warming roughly four times faster than the global average, a phenomenon known as Arctic amplification. This is thinning and shrinking its sea ice. Late-summer ice extent has declined by about 12% per decade, and the September ice volume is almost half of what it was in 1980. In a warm year like 2020, the NSR can see up to 88 ice-free days, extending the season well into October. The distance savings are tempting. After the 2021 Suez blockage, Moscow pitched the NSR as the more sustainable and safer,  with President Vladimir Putin setting targets of 80 million tonnes of cargo by 2024 and 130 million by 2035. Russia invested in infrastructure to shape the Arctic in its favour.  Chief among those investments is the series of nuclear icebreakers in the LK-60Ya class, intended to widen and lengthen the navigable seasonal window. Variability is the Arctic’s constant. In 2021, an early freeze trapped more than 20 ships in the Laptev Sea. A single harsh season or geopolitical flare-up could, according to one modelling study, cost up to $10 billion by closing the route for a year. Wind and currents can push ice into chokepoints, while storms and fog add further hazards. The message: averages entice; outliers punish. Major shipping companies remain unconvinced. The IMO’s Polar Code demands expensive safety upgrades, and giants like CMA CGM have sworn off the NSR, citing environmental and reliability concerns. Arctic shipping is feasible but rarely profitable for time-sensitive cargo under current conditions. In effect, climate change is lengthening the season but not guaranteeing it. Warm years can soften the impact of sanctions by enabling marginal ships to sail; cold years can erase those gains overnight. Moscow treats most of the route as water where it can write its rules with Russian regulations. The legal scaffolding rests on UNCLOS Article 234. The clause gives coastal states extra authority over ice-covered waters to protect the environment and, in places, on claims of historic usage through narrow straits. That interpretation has teeth. In 2019, Russia demanded advance notice from foreign warships before NSR transits. In 2023, Russia proposed stretching that notice to 90 days. The counter-view in Western capitals is blunt: key passages function as international straits with transit rights. Call it legal geopolitics. The idea that in contested spaces, law becomes an instrument of statecraft. With Western commercial presence all but gone since 2022, there have been few real-world tests of those competing claims. The ambiguity persists. So does the risk of friction if NATO navies decide to test freedom-of-navigation in the high north. The Arctic Council was built to keep geopolitics off the ice. War changed that. In early 2022, seven of eight members (everyone but Russia) paused participation, sidelining Russia’s chairmanship. Work resumed later that year without Russia; when Norway took the chair in 2023, that format stuck. The result: a governance gap where the Council once supplied common ground on search-and-rescue, spill response, and scientific cooperation. Into that gap have flowed unilateral and minilateral moves: EU sanctions to enforce oil price caps, national inspections of suspect tankers, NATO’s higher Arctic profile, and Russian military investments through the Northern Fleet. Moscow has doubled down on bilateralism, notably with China under a “Polar Silk Road” banner. Remove a pan-Arctic consensus, and states start to read the NSR less as a shared commercial asset and more as a strategic corridor. As long as the Council stays divided and the law stays fuzzy, the NSR looks less like a future global lane and more like a national project under duress. One under-appreciated dynamic is how weather and policy interact. A warm, low-ice year can partially offset sanctions by letting Russia move more cargo with sub-optimal ships and fewer partners. A harsh ice year can erase those workarounds; no amount of reflagging gets a thin hull through new ice without icebreakers. 2023 offered mild late-summer conditions and newly assembled logistics. Hence, the record season. 2021 offered an early freeze that embarrassed seasoned operators. Climate acts as the swing variable in Russia’s resilience equation. Targets mirror the tension. 80 million tonnes by 2024 proved aspirational as sanctions deepened and ice conditions fluctuated. The reset to 130 million by 2035 admits the need for a longer runway. More LK-60Ya icebreakers, more Arc7 hulls, more trans-shipment capacity, and, crucially, more reliable partners. The Zvezda bet may pay off, but replacing the full Western stack in the form of financing, kit, and specialised metallurgy takes time that geopolitics rarely grants. The shadow fleet moves oil, but at a cost. Older hulls, opaque ownership, weak insurance, and AIS dark zones each raise the chance of an incident. The high north does not forgive. A significant spill by an unclassed or uninsured vessel could slam shut political windows that the climate has opened. Every accident, real or narrowly avoided, argues for more scrutiny. For non-Russian shippers, reputational and compliance risk is decisive. The safety problem is moral, ecological and financial. Insurance premiums, capital costs, and compliance burdens spike when standards look variable and enforcement is vigilant. If the NSR is to attract rather than deter global carriers, four shifts stand out. The first is stable multilateralism. A thaw in Arctic Council politics that restores full eight-member cooperation on search-and-rescue, spill response, and scientific collaboration would reduce risk premiums. Without it, patchwork national rules and military signalling will continue to overshadow commercial priorities. The second is legal clarity. Narrowing the gap between Russia’s interpretation of Article 234 and Western views on straits rights, whether through litigation, negotiated guidelines, or pragmatic practice, would help calm the concerns of navies and insurers. Ambiguity, in this case, is costly. The third is infrastructure at scale. Expanding the fleet of LK-60Ya icebreakers, deepening the Arc7 fleet, ensuring reliable trans-shipment hubs from Murmansk outward, and building robust rescue and response capabilities would turn the Arctic’s volatile weather from a crippling hazard into a manageable variable. The fourth is safer logistics. Replacing dark fleet tonnage with transparent, classed, and adequately insured ships is unlikely under current sanctions, but any easing or targeted carve-outs could logically be traded for higher operational and environmental standards. Absent these shifts, the NSR will likely remain a niche corridor – reliable enough for Russia’s exports to a handful of partners – but not predictable or de-risked enough to attract the world’s container giants. In the end, the Route looks less like a global artery in waiting than a bespoke lane kept open by improvisation and political will. Russia has shown it can move volumes east without Western scaffolding. Still, the price is exposure: to China’s cautious leverage, to legal and governance ambiguity, to safety and insurance risk, and to a climate that can widen or snap shut the seasonal window with little warning. What emerges is resilience under constraint, capability sustained by workarounds rather than durable rules and partners. If geopolitics softens, the Arctic Council reactivates in full, and industrial bets from Zvezda to new icebreakers mature, the arc could still bend toward normalisation. Until then, this remains a sturdy yet narrow corridor; strategically vital to Moscow, serviceable for a few, and unlikely to host the time-sensitive traffic that defines a truly global route.

Diplomacy
President Donald Trump poses for a photo with President Ilham Aliyev of Azerbaijan and Prime Minister Nikol Pashinyan of Armenia, Friday, August 8, 2025, in the Oval Office. (Official White House Photo by Daniel Torok)

Historic Breakthrough for Peace in the South Caucasus?

by Jakob Wöllenstein

Pashinyan and Aliyev sign groundbreaking agreements with Trump on peace and infrastructure projects between Armenia and Azerbaijan On August 8, Armenian Prime Minister Nikol Pashinyan and Azerbaijani President Ilham Aliyev met with U.S. President Donald Trump at the White House for a “historic peace summit.” Both countries declared a permanent renunciation of war, endorsed 17 negotiated provisions of a future peace treaty, and formally withdrew from the OSCE Minsk Group. At the heart of the agreement lies the “Trump Route for International Peace and Prosperity” (TRIPP), an infrastructure initiative in Armenia’s Syunik region encompassing railways, pipelines, and fiber-optic networks. In exchange, the United States receives exclusive development rights for 99 years, while Armenia retains formal sovereignty over the territory. The deal diminishes Russia’s regional influence, strengthens Turkey’s strategic position, and provokes discontent in Iran. For Armenia, the agreement opens up new trade opportunities but also entails risks due to the rupture with traditional partners and domestic political criticism. Azerbaijan gains a direct land corridor to Turkey, access to new markets, and enhanced international prestige. For the United States, the deal offers economic and security benefits as well as a boost in global political standing. The European Union sees potential for regional stabilization and new trade routes but must acknowledge its diminished role as a mediator compared to Washington. If successfully implemented, the agreements could mark a historic turning point for the South Caucasus. Three-Way Summit at the White House While the world was watching the American tariff ultimatum to Putin, wondering whether a ceasefire in Ukraine might be imminent, an unexpected high-level meeting took place at the White House on August 8—one that could also make history and is at least indirectly linked to the larger conflict in Eastern Europe. Donald Trump personally received Armenian Prime Minister Nikol Pashinyan and Azerbaijani President Ilham Aliyev for what he—never shy of grand words—had announced as a “historic peace summit.” Against the backdrop of the nearly four-decade-long, geopolitically charged conflict between the two countries and the resulting blockade in the South Caucasus, this represented a breakthrough in efforts toward a peace treaty between Yerevan and Baku. Several agreements and contracts were signed. In addition to separate bilateral economic and investment deals with the U.S., and the official withdrawal of both capitals from the OSCE Minsk Group (a format established in 1992 to resolve the Nagorno-Karabakh conflict), two documents stand out in particular. Letter of Intent: Peace Treaty The first is a letter of intent in which both governments—under the symbolic mediation and patronage of the U.S.—reaffirm their commitment to finalize the ongoing peace treaty. The 17 points already negotiated are set as binding. Both parties declare their intention to end all wars permanently and renounce any acts of revenge. The core issue remains the Nagorno-Karabakh conflict, which since the late 1980s has claimed up to 50,000 lives and caused the displacement of hundreds of thousands. After more than thirty years of fruitless international mediation, Azerbaijan had created facts on the ground through its (re)conquest of Nagorno-Karabakh in two offensives in 2020 and 2023. Since then, Pashinyan’s government has sought a peace treaty, aiming to open borders not only with Azerbaijan but also with its close ally, Turkey. This effort entails effectively relinquishing claims to the Nagorno-Karabakh region, historically inhabited by Armenians for centuries. However, Baku had repeatedly made additional demands, such as amending the Armenian constitution or granting a corridor to its exclave of Nakhchivan through Armenian territory in the strategically sensitive Syunik/Zangezur region.[1] This long, narrow strip of land in southern Armenia—only about 30 km wide at its narrowest—separates Azerbaijan’s mainland from its western province and also forms Armenia’s direct border with Iran, a crucial lifeline for the historically beleaguered landlocked state. Granting the Azeris a “corridor” here had long been a red line for Yerevan. Mutual distrust remains high after decades of hostile propaganda, and Armenian society is deeply traumatized by the recent war’s displacement, cultural destruction, and fears of a potential annexation of the province by Baku. It is at this juncture that the U.S. steps in as a kind of “neutral” guarantor power for the so-called corridor. Trump Route for Peace and Prosperity In the second, and arguably most important, Washington agreement, the U.S. is granted 99-year exclusive special rights to develop infrastructure in the Syunik/Zangezur region. Through an Armenian-American joint venture, led by a consortium of private companies (including potential third-country partners), the so-called “Trump Route for International Peace and Prosperity” (TRIPP) is to be built. In addition to restoring a disused railway line for passenger and freight traffic, plans include new oil and gas pipelines and fiber-optic cables. Unlike some earlier proposals, the territory itself is not being leased to the U.S.—this is a commercial project in which Armenia retains full sovereign control. However, the use of private American security firms to protect the infrastructure is possible. After the meeting, all three leaders hailed the results as “historic,” and the European Union also voiced strong approval. But while the immediate participants stand to benefit significantly from implementing the deals, the likely losers are in Moscow and Tehran. Yerevan Distances Itself from Moscow Opening borders with long-hostile neighbors offers significant economic potential. Access to the Turkish market in particular could stimulate new growth. Geopolitically, it opens previously closed avenues for diversification; notably, the already ongoing strengthening of ties with the EU and the West could reach a new level. Since autumn 2023, Yerevan has been promoting its “Crossroads of Peace” project, a plan to expand cross-border infrastructure in the South Caucasus, in which the Syunik region is a crucial puzzle piece. The Washington deals also come with American investment commitments—not only in energy and infrastructure but also in fields such as semiconductor production and AI. Germany and the EU have also long pledged investments in Armenia’s transport links and regional connectivity. At the same time, bringing a U.S. presence into such a geostrategically vital chokepoint is a clear affront to both Russia and Iran, historically important partners for Armenia. Until recently, Moscow was considered Armenia’s indispensable security guarantor and still maintains a military presence in the country. Yet since 2023, Yerevan has been openly turning away from Russia. Until early 2025, Russian FSB forces still controlled Armenia’s border crossings to Turkey and Iran—a Soviet-era legacy—but Armenians have since taken over. In July, Pashinyan’s government even claimed to have foiled a Russian-backed coup attempt. At the end of August, Armenia will host joint military exercises with the U.S. for the third time under the name “Eagle Partner.” This is also unwelcome news for Tehran. Despite stark cultural and political differences, the Islamic Republic and Armenia share an interest in keeping trade routes open to Europe and Russia in light of their rivalry with Azerbaijan and Turkey. A U.S. presence right on its doorstep in Syunik would be a security nightmare for Iran and could disrupt this export route. For Yerevan, given Trump’s unpredictability in foreign policy, it is not without risk to damage relations with a friendly neighbor and openly break with Russia. Domestically, Pashinyan faces fierce criticism over the agreement. The opposition accuses him of having completely abandoned the Nagorno-Karabakh issue, failing to secure any prospect of return for the 100,000 displaced Armenians, and not holding Baku accountable for alleged war crimes. Voices from the Syunik region itself fear a sell-out of their land, new political tensions, and economic harm from a collapse in trade and tourism with Iran. Nevertheless, the Armenian Prime Minister hopes to benefit politically from the agreement. In the 2026 parliamentary elections, he aims for re-election, but his approval ratings recently stood at just over ten percent. A breakthrough in the peace process—which he has long declared the top priority of his foreign policy—could give him a vital boost, as the overwhelming majority of Armenians want peace. Baku’s Interests Critics had accused Baku of using a “salami tactic” of making ever-new demands to extract maximum concessions from Pashinyan’s government without genuine interest in a peace treaty—especially if it would bring economic growth and stability to its long-time enemy, and democratic, systemic rival, Armenia. But Azerbaijan’s own economic prospects are also a strong driving force. A direct land link from Azerbaijan’s heartland through Nakhchivan to Turkey offers major potential for trade and energy exports to Europe. At the same time, Aliyev wants to position his country for the post-fossil era as a hub for transit and trade. This requires open borders and international trust. With Pashinyan’s government seen as Baku’s “best chance” to secure a deal quickly and on favorable terms, Aliyev also has an interest in finalizing the agreement soon. For a government that has recently tightened the screws on what remains of a free press and democratic civil society, positioning itself on the world stage as part of a major peace initiative is a welcome image boost. Events like COP-29 (2024) and the Global Media Forum (2025) have already been used by Aliyev to polish his image and sideline human rights issues. Partners like Beijing have little concern for such matters, and Azerbaijan’s location on the “Middle Corridor” is already paying off: trade with China rose 25 percent in the first quarter of 2025. Relations with Moscow, however, have sunk to a new low since the downing of an Azerbaijani passenger plane in December 2024 and further escalations. By signing the Washington deal—paired with the lifting of U.S. arms export restrictions—Baku makes clear that it has finally emancipated itself from its former colonial power, Russia. U.S. Interests For the U.S. President, the “historic peace deals” are partly about business. Businessman Trump sees the opportunity and named as the goal of the route bearing his name “to fully unlock the potential of the South Caucasus region.” An American presence in such a geostrategically important area, right on Iran’s doorstep, is also a significant security move. Even if no state “boots on the ground” are planned to secure the project, joint military exercises are already taking place, and private security companies would still count as a U.S. presence. The new rapprochement between Washington and Baku also fits neatly into broader Middle East dynamics. While Baku’s relations with Tehran fluctuate between occasional cooperation and open rivalry, Azerbaijan is considered Israel’s most important partner among Muslim countries—particularly in security and intelligence cooperation. With Washington now lifting arms export restrictions for Baku, some observers see a possible new trilateral alliance between Washington, Tel Aviv, and Baku against Iran. Not least, the very name “TRIPP” suggests prestige plays a role for the U.S. President. With the “one day” in which Donald Trump said he would end the Russian war in Ukraine now in its eighth month, it suits the self-proclaimed Nobel Peace Prize candidate to claim that his genius has solved a nearly forty-year conflict through infrastructure projects (paid for by others) where the world’s major powers—and most recently Joe Biden—had failed. The White House promptly tweeted a photo after the summit captioned: “THE Peace President.” Europe’s Interests EU representatives and leading member states explicitly welcomed the Washington agreements. Not only German President Steinmeier and EU foreign policy chief Kallas had advocated for a peace treaty during visits to the region earlier this year, but Macron also expressed his support during a summer meeting with Pashinyan. The fact that the Europeans failed to take Washington’s place as guarantors of a peace deal—even though a similar offer involving a Swiss company was reportedly on the table—is as sobering as it is unsurprising. However, given that a qualitatively new U.S. presence could help stabilize this vital region in the EU’s neighborhood, weaken Putin’s war-waging Russia, diversify energy sources, and ultimately channel many of the new trade routes into the European heartland, the EU stands to gain much from the agreement. If the Armenians now get a boost to pursue their European ambitions, this offers an opportunity for greater engagement from Brussels and member states—especially through economic investments that expand the European footprint in the region and reduce Armenia’s painful dependence on Russia in trade and energy. Already Historic? Although Trump’s self-congratulatory statements after the meeting might have led some to believe the peace treaty was already a done deal, there are still hurdles to the final signing. Aliyev emphasized that Pashinyan’s government must first “do its homework,” referring primarily to the politically contentious constitutional amendment in Armenia. The planned “Trump Route” currently exists only on paper. Russia and Iran see their interests in the region directly threatened by the project, and although Russia’s weakness is largely self-inflicted—starting (at the latest) with its 2022 invasion of Ukraine, which has since tied up most of its resources—both countries can be expected to take steps to disrupt or even block TRIPP’s construction. Tehran has already declared it will “turn the project into a grave.” Turkey, by contrast, stands to benefit if it can use the new economic links to expand its role as a regional power in the Caucasus. It will also be interesting to see how the deal might indirectly affect Georgia, an EU candidate country that is rapidly drifting away from the West. The expansion of alternative transport routes could undermine Georgia’s current monopoly on direct overland links between the EU, Azerbaijan, and Central Asia—the overhaul of the key Baku–Tbilisi–Kars railway is nearly complete. The “businessman”-controlled Georgian Dream government might thus become more “receptive” to economic pressure aimed at steering it back toward a democratic, pro-European course. If both agreements—a peace settlement, an open border, and the comprehensive development of planned infrastructure projects in the Syunik region under U.S. patronage—are implemented, the label “historic” would be entirely appropriate, with significance far beyond the region. Economically, it would make an important contribution to boosting connectivity between Europe and Central and East Asia via the “Middle Corridor” and the Caspian Sea. [1] The official name of the Armenian province is Syunik. The term Zangezur, on the other hand, is mainly used by Azerbaijan and Turkey and refers to a historical region that extends beyond the present-day province of Syunik.