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Energy & Economics
Mexican exports to the United States. Mexican goods

Faced with Trump’s tariffs − and crackdowns on migration and narcotrafficking − Mexico is weighing retaliatory options

by Scott Morgenstern

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Donald Trump has made clear his intent to supercharge his “America First” approach to foreign policy in his second term – and Mexico looks set to be at the tip of the spear. While many of Trump’s predecessors have also followed a “realist” strategy – that is, one where relative power is at the forefront of international relations, while diplomatic success is viewed through how it benefits one’s own nation – the incoming president has displayed an apparent unwillingness to consider the pain that his plans would inflict on targeted countries or the responses this will engender. Trump’s proposed policies threaten Mexico in three key ways: First, his goal of deporting millions of migrants would put tremendous pressure on Mexico’s economy and society as the country tried to absorb the influx. This would be exacerbated by his second threat, a sharp increase in tariffs, which could devastate the critical export sector of Mexico’s economy. And third, Trump has floated the idea of using U.S. military power to confront narcotraffickers within Mexico, which would directly impinge on Mexico’s sovereignty and could generate more violence on both sides of the border. But as a scholar of Latin American politics and U.S.-Latin American relations, I see several options that Mexico could use to push back on Trump by imposing high costs on U.S. interests. Indeed, Mexican President Claudia Sheinbaum has already signaled how she may counter Trump’s policies. The most obvious tools are ending cooperation on drugs and immigration and imposing tariffs of her own. She could also revoke some of the decades-old tax and labor privileges that have benefited U.S. businesses operating within Mexico. And finally, she could play the “China card” – that is, in the face of worsening U.S.-Mexico ties, Mexico could turn to Washington’s biggest economic rival at a time when Beijing is seeking to assert more influence across Latin America. From conciliation to confrontration Of course, a worsening relationship is not inevitable. During Trump’s first term, Mexico’s then-president, Andrés Manuel López Obrador, maintained a constructive relationship with the U.S. administration. In fact, Lopez Obrador was surprisingly cooperative given Trump’s at times hostile rhetoric toward Mexico. For example, he helped facilitate the Trump administration’s “Remain in Mexico” program for those seeking asylum in the U.S. and also accepted Trump’s demands to renegotiate NAFTA and give it a title reflecting U.S. leadership: the United States-Mexico-Canada Agreement, or USMCA. Sheinbaum, who took office on Oct. 1, 2024, started with a cautious approach to her relationship with Trump. She congratulated Trump on his victory and urged dialogue with the incoming U.S. president. “There will be good relations with the United States. I’m convinced of that,” she told reporters on Nov. 7, 2024. But Trump hasn’t been conciliatory. In addition to talk about dumping millions of immigrants across the border, he announced on social media on Nov. 24 that he would impose a 25% tariff on Mexican and Canadian goods – a move that would effectively abrogate the USMCA. That post seemingly ended Sheinbaum’s cautious approach. In a strongly worded response, the Mexican president cautioned that she would respond in kind. A trade war, she noted, would harm the economies of both countries; progress on immigration and drug trafficking required cooperation, not threats, she added. The impact of tariffs Sheinbaum has said she wants to avoid a trade war, but Trump’s threats have led her nonetheless to talk about how a trade war would begin. This trade war, plus other costs Sheinbaum could impose on U.S. investors, would also likely foment a coalition of opposition within the U.S. business community – a group that has been a key ally of Trump. Trump’s stated goal of putting high tariffs on goods coming from Mexico is to encourage businesses that currently exploit lower employment costs in Mexico to relocate to the northern side of the border. But that approach ignores the impact that retaliatory tariffs and investment controls would have on U.S.-based companies that rely on the Mexican market. It would have several negative effects. First, a tit-for-tat tariff war would generate inflation for U.S. and Mexican consumers. Second, it would disrupt the integration of markets across North America. As a result of the elimination of tariffs – a key component of both NAFTA and the Trump-era USMCA – markets and the production of goods across North America have become highly interconnected. The trade treaties severely reduced barriers to investment in Mexico, allowing significant American investment in sectors such as agriculture and energy – where U.S. companies were formerly prohibited. Further, manufacturers now rely on processes in which, for example, the average car crosses the border multiple times during production. Similarly, agribusiness has developed symbiotic practices, such that grains, apples and pears are predominantly grown in the United States, while tomatoes, strawberries and avocados are grown in Mexico. Given these processes, the U.S. now exports over US$300 billion of goods and services per year to Mexico, and the stock of U.S. investments in Mexico reached $144 billion in 2023. If Trump abrogates the trade deals and imposes tariffs, he might convince investors to spend their next dollars in the U.S. But if Mexico imposes tariffs, business taxes or investment restrictions, what would happen to investors’ farms and factories already in Mexico? Past experience suggests that any disruption to supply chains or U.S. export markets would awaken strong business opposition, as analysts and business groups have already recognized. Trump is not immune to pressure from U.S. businesses. During his first administration, companies successfully opposed Trump’s attempt to close the border, arguing that slowing the flow of immigrants also meant slowing trucks full of goods. Security and immigration On the issue of the border and immigration, while Trump has issued threats, Sheinbaum has stressed the importance of cooperation. Currently, the Mexican government expends significant resources to patrol its own southern border, not to mention dealing with the many potential migrants who gather in its northern cities. Mexico could demand more support from the U.S. in exchange for this work, plus the costs associated with welcoming back the estimated 4 million Mexicans who are currently in the U.S. without proper documentation. The deportation of undocumented immigrants that Trump has repeatedly promised will require other types of cooperation, such as processing border crossings, and Mexico could slow-walk this process. Mexico has already signaled that it will withhold processing of non-Mexicans. The two countries have a history of collaboration in addressing the illegal drugs trade – but here too there have also been tensions. Toward the end of Trump’s first term, for example, a Mexican general was arrested in the U.S. on drug charges. After a diplomatic uproar, he was returned to Mexico and released. In late November, Sheinbaum noted that she and Trump had discussed security cooperation “within the framework of our sovereignty.” But Trump’s campaign rheotric seemed less concerned with Mexico’s sovereignty, floating the idea of sending troops to the border or even deploying them within Mexico to counter narcotraffickers. That would clearly enrage Mexico, with consequences that would extend far beyond a willingness to cooperate on the issues of drug trafficking. A chance for China? One country that stands to benefit should U.S.-Mexican relations deteriorate is China – an issue that Mexico could exploit. China is now the first or second trading partner with nearly every country in Latin America, including Mexico. The value of U.S.-Mexico trade is over $100 billion a year, but the growth of Chinese imports into Mexico has been limited somewhat by rules-of-origin provisions in NAFTA and the USMCA. A U.S.-Mexican trade war could weaken or end any incentive to keep Chinese goods out. Further, if the doors to the United States are narrowed through tariffs and hostile rhetoric, China’s car parts and financial services would clearly become even more attractive to Mexican businesses. A U.S.-Mexican trade war, in short, would augment Beijing’s access to a market on the U.S. border. A coalition of the concerned? In sum, if Trump goes through with his threats, the result will be costs to consumers and businesses, plus a new opportunity for China. This is likely to foment a coalition of industries, investors, consumers and foreign policy experts concerned with China – many parts of which supported Trump’s campaign.

Diplomacy
New Zealand parliament

New Zealand Strengthens Relations with Australia

by Vladimir Terekhov

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The meeting held on 6 December in Auckland, the second session of the “2+2 Format” established earlier this year, involving the foreign and defence ministers of both Australia and New Zealand, marked an important milestone in the rapidly advancing development of all aspects of bilateral relations. The Foreign Policy of New Zealand’s Conservative Government This process has become particularly evident since the conservative National Party government assumed power in New Zealand at the beginning of 2023. A few clarifications are warranted in this context. Firstly, the current government, led by Prime Minister Christopher Luxon and representing the NPNZ (New Zealand National Party), officially took office in January 2023. However, it initially functioned as a caretaker government, succeeding the Labour administration under Jacinda Ardern, who had resigned prematurely. This interim status lasted until November 2023, when it shed the “caretaker” label following the general election held the previous month. It is worth noting that the NPNZ-led coalition’s victory was far from decisive, necessitating complex negotiations with a minor party to retain power. Secondly, it would be inaccurate to suggest that New Zealand entirely disregarded the foreign policy concerns of other Anglophone nations in past decades, including under Labour governments. For instance, Wellington has consistently remained a member of the Five Eyes alliance, an intelligence-sharing cooperative among five Anglo-Saxon countries. However, until the conservative government came to power, New Zealand appeared to make every effort to ensure that the significant deterioration in international relations, which began at the end of the previous decade, had no adverse effect on its relations with China. Nevertheless, the global restructuring process initiated in the second half of 2019 (notably marked by the Skripal affair) inevitably impacted New Zealand, particularly given its location in the Indo-Pacific region, which has become the focal point of the current phase of the “Great Game”. Bilateral Engagements in Relations with Australia New Zealand’s involvement in the aforementioned global restructuring is primarily occurring within the surrounding region of the vast Indo-Pacific area. Naturally, the country’s leadership has prioritised its relations with Australia, its closest partner in every respect. Within two months of shedding its “caretaker” status, New Zealand’s government, alongside its Australian counterparts, inaugurated the “2+2 Format” platform for foreign and defence ministers. The first session of this format took place on 1 February of this year in Melbourne. The mere existence of such a platform underscores the particularly close and trusting relationship between the two nations. However, the intention for closer bilateral cooperation on a broad range of issues was signalled six months earlier, during the first session of a separate “2+2 Format” involving finance and environment ministers, held in Wellington on 8 June 2023. This platform was subsequently convened for the second time on 30 July 2024 in Brisbane, Australia. Both sessions concluded with a “Joint Statement”. From the perspective of the evolving Indo-Pacific situation, special attention should be given to the second session of the defence and foreign policy “2+2 Format”, held on 6 December in Auckland. The key points of the document adopted at the session can be reviewed here. Notably, the title of the first chapter, “The Australia-New Zealand Alliance”, stands out. This chapter opens with an acknowledgment of the “natural, neighbourly, and formalised” bond between the two nations. The final element of this statement is confirmed by a significant reference to the ANZUS trilateral military-political treaty (involving the United States), which was adopted back in 1951, during the height of the Cold War. It is worth noting that until the signing of the document under discussion in Auckland, the very existence of ANZUS was likely remembered by few. This is not surprising, as for decades, international treaty reference guides consistently noted that, although ANZUS had not been formally dissolved, the United States and New Zealand had long ceased to maintain an alliance in practice. This situation stems from New Zealand’s 1984 declaration as a nuclear-free country, which resulted in the closure of its ports to American vessels with nuclear propulsion systems, even if they did not necessarily carry nuclear weapons at the time. By contrast, Japan, despite a similar “three non-nuclear principles” policy, has never taken such a step. Following the 1984 decision, which effectively marked the withdrawal of one participant from this tripartite alliance, the remaining two members restructured it to suit new conditions. However, with the end of the Cold War, even its bilateral format barely showed signs of activity. This continued until the latter half of the previous decade, a period when the world seemingly turned upside down. During this time, the Australian government, led by the conservative coalition under Scott Morrison, adopted a policy of sharply intensifying military-political ties with allies. This course has been largely upheld by the current Labour government under Anthony Albanese, which has also accelerated the development of comprehensive relations with its new ally, Japan. Canberra is also closely monitoring another key regional player: India. In summary, a particularly noteworthy development occurred on 6 December of this year in Auckland, New Zealand, when viewed from the perspective of assessing the evolving situation in the Indo-Pacific region (IPR). New Zealand Increases Engagement in the Indo-Pacific Region The meeting held on that day fits into the broader trend of New Zealand’s comprehensive engagement in the region, following Australia’s example. Indeed, the main aspects of this trend are mentioned in the final document adopted in Auckland. During his visit to Australia in August of this year, New Zealand Prime Minister Christopher Luxon announced his country’s intention to join the AUKUS pact (Australia-United Kingdom-United States), specifically its “Pillar II,” which focuses on the development of cutting-edge military technologies. The “Pillar I” of AUKUS, by contrast, deals with the provision of nuclear-powered submarines to Australia. Japan and the Republic of Korea are also potential candidates to join AUKUS Pillar II. However, due to internal turmoil in South Korea, Japan currently remains the more likely candidate. Incidentally, in June of this year, Christopher Luxon made a three-day visit to Japan. A government communiqué regarding the trip and his discussions with then-Japanese Prime Minister Fumio Kishida noted the shared intention to develop various aspects of bilateral relations. This clearly signals a shift in New Zealand’s trajectory away from the popular (and to some extent accurate) stereotype of the country as a sleepy geopolitical backwater that also enjoys economic prosperity. This image has seemingly been satisfactory for New Zealanders until now. However, the geopolitical storms raging worldwide have inevitably reached even this distant nation. As New Zealand becomes increasingly involved in global disputes, it faces the prospect of previously unfamiliar challenges arriving on its shores. Finally, it is essential to note that the above developments weigh heavily on the negative side of the scale when assessing the current situation in the IPR. This does not mean, however, that there are no positive counterweights, albeit fewer in number. These positive elements suggest that the main players (at least for now) maintain control over the unfolding dynamics in the region. This is no small achievement in a world order that appears to be in upheaval.

Diplomacy
Afghanistan a map of Asia in a defocused magnifying glass, the theme of travel and trips to Afghanistan, Kabul, selective focus

Afghanistan: has the time come to recognize the Taliban government?

by Robert Kluijver

Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Is it justifiable to continue not recognising the Taliban government, which has been in power for more than three years? This stance does nothing to improve the situation of Afghan women and prevents the international community from fully engaging on other critical issues in the country. Report from the field by a UN consultant.Working for the United Nations in AfghanistanWorking for the United Nations in Afghanistan today presents curious challenges. The Taliban government, in power since August 15, 2021, is not recognised. Despite this non-recognition, the UN maintains a considerable political presence in the country, while UN agencies, primarily providing humanitarian aid to the population to the tune of several billion dollars per year. When the Taliban took power, they assured the international community that foreign civilians could remain and that would be protected. Western diplomatic missions all left to avoid recognising the new regime, but UN agencies remained on the ground. Their presence was justified by the duty to assist the population. Afghanistan is indeed beset by multiple crises. The war has ended, but the country has been severely affected by climate change since at least the 1990s. Long droughts alternating with torrential rains, as well as the melting glaciers that feed irrigation canals, have caused a decline in agricultural productivity and rural exodus to cities. Adding to this is a severe economic contraction: the abrupt departure of the international community caused GDP to fall by 28% in one year. By autumn 2021, another year marked by drought, the UN was forecasting a possible famine. Somewhat reluctantly, the international community continued to fund activities in Afghanistan – on the condition that its funds did not benefit the Taliban.  There was no humanitarian catastrophe that first winter or in the years that followed, even though the dual climate and economic crises persisted, compounded by other disasters, both natural (earthquakes and floods) and political (Pakistan’s decision to expel hundreds of thousands of Afghans). The UN takes credit for averting a grave humanitarian crisis, although other factors, such as peace and solidarity among Afghans, may have contributed more. Contradictory positions UN agency leaders in Afghanistan must coordinate their activities with the new authorities, who had developed a strong grip on society even before returning to power during two decades of “shadow governance.” Their prudent administration of controlled areas, coupled with what many Afghans perceived as a national liberation war against a foreign occupation, had garnered a certain degree of popular legitimacy, which has grown since they assumed power. After 20 years of war and NATO’s withdrawal, the Islamic Emirate of Afghanistan – the Taliban’s official name – is not going anywhere for now. This is clear to everyone in Afghanistan, including those within UN agencies.  However, the UN refers to the new regime as the “de facto authorities” stressing that they lack international legitimacy. The previous government, despite its complete collapse, still holds Afghanistan’s seat at the UN and most embassies worldwide. While some key states, notably China, Iran and Russia, have engaged with Kabul’s leaders, the Islamic Emirate lacks representation in international institutions, where the Taliban are still regarded as a terrorist organisation. Pressure on the Taliban to accept values that we see as universal – which they dispute – only radicalises them further. As the Taliban’s Director of International Trade told me in December 2023, citing their efforts against ISIS-K and the destruction of opium fields: “[The international community] wanted us to fight terrorism. We did. You were concerned about opium production harming your youth. We ended it. Yet, you have never publicly acknowledged that the Islamic Emirate solved the problems your [2001–2021 republic] government could not. Now, you constantly criticise us over Afghan women and expect us to listen. But this concerns our society, and you have no say in it.”​Within the UN, the perception of the Taliban as misogynistic religious barbarians to be categorically rejected is widespread. However, such rhetoric has no impact on the plight of Afghan women and complicates the work of UN staff on the ground. They must publicly reject the Taliban government while at the same time enjoy their protection and hospitality, and negotiate with them discreetly to achieve concrete outcomes.  Quiet exchanges yield results In April 2023, the Taliban announced that Afghan women could no longer work for the UN in the country. Yet, no women – to my knowledge – have been dismissed to date, and new recruits have even been hired, thanks to behind-the-scenes dialogue with Taliban leaders. Public UN criticism of the Taliban’s policies on women risks jeopardising such negotiations. International attention on Afghanistan remains narrowly focused on one issue: the condition of Afghan women. A French TV producer to whom I was pitching a few ideas about Afghanistan warned me that if my pitch didn’t involve “beards and burqas,” no network would be interested. While the plight of Afghan women, particularly girls barred from secondary and higher education, should not be minimised, other issues also deserve attention. For example, Afghanistan contributes almost nothing to climate change but suffers heavily from it. If desertification in this country of 40 million people continues, we can expect waves of migration to neighbouring and wealthier temperate countries. The Islamic Emirate is concerned about the climate threat and could be an effective partner in climate adaptation – but only if allowed to participate in international forums and access funding, such as those negotiated at COP 29. While the Taliban were invited to COP 29, they were only given an observer status. The FAO, for which I served as a strategic communications advisor, continues to implement programs for environmental preservation, reforestation, and irrigation projects. But when it comes to communication, it is crucial to clearly demonstrate that the benefits are exclusively for the affected communities, not the government. If a government official is present at an inauguration, we make it a point to avoid publishing their photo. The UNDP, another agency with a mandate on climate change, has halted all environmental programs to avoid any suspicion of collusion. Even the term “development”, which in UN parlance is associated with support to national governments, is now prohibited in agency communications in Afghanistan, replaced by the term “basic needs.” Despite their public hostility toward the Taliban, they continue to accept the UN because it eases pressure on their government regarding humanitarian aid, facilitates some level of dialogue with the international community, and brings an influx of dollars into a struggling economy. Although this acceptance allows the UN to maintain its presence on the ground, it could also be interpreted as implicit support for the Islamic Emirate. Highly sensitive to this accusation, UN agencies prefer to remain discreet and avoid investing in major projects the country urgently needs, such as those addressing climate change adaptation. Breaking the deadlock Refusing to acknowledge the Taliban government in Afghanistan seems to achieve little beyond giving Western politicians a moral boost as protectors of Afghan women. While this stance may comfort Afghan exiles hoping to regain power with Western backing, it changes nothing on the ground. Believing the Taliban will collapse under international public pressure after defeating the US and NATO is wishful thinking. A more transparent relationship with Afghanistan’s new rulers would improve the UN’s chances of having a positive impact on the country, especially in the medium and long term.

Diplomacy
Paper ship with flags of the USA, Great Britain, Canada, Australia, Japan, the EU and China Concept of state relations, free trade agreement

China's Role in the Gaza Conflict: Global South Leadership and U.S. Rivalry

by Nadia Helmy

Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском  Through its recent official and popular position towards the Gaza war, China seeks to define its position as a leader and defender of the so-called “global south” to pass the policy of transformation towards a multipolar international world in the face of the United States of America and its allies in the West. China seizes the opportunity to express the urgent need to reshape the global system led by the West under the leadership of Washington. Here, both Moscow and Beijing see Israel's war on the Gaza Strip as having led to directing Western military support efforts from Ukraine in the face of Russia, Beijing's close ally, to Israel, while China views the war from the perspective of its confrontation with America. As China attempts to express global and popular public opinion on the Israeli-Palestinian conflict, as part of a much broader Chinese strategy aimed at winning the support of the countries of the Global South to its side.    Both Russia and China are working to benefit from the war in Gaza, by strengthening their roles as supporters of the countries of the Global South, and demonstrating the failure and bias of the United States and the international system led by Washington in dealing with the grievances of that large bloc of countries in the world in the South. This also serves to realize Chinese President Xi Jinping’s vision of Chinese leadership of the Global South, which includes the majority of Arab countries and Palestine, which enhances Beijing’s efforts to confront Washington and its Western allies and reshape the international system in its favor. China has exploited anti-Israel sentiments globally and at home, in an attempt to strengthen its position within the framework of the Global South.  In its strenuous efforts to express world public opinion and the feelings of peoples, China is pursuing many and varied plans to support the issues of the developing global south, most notably the Palestinian cause, and to expose what China considers to be American double standards in dealing with the Palestinians compared to Israel.    China's assumption of the presidency of the UN Security Council in November 2023 comes immediately after Operation “Al-Aqsa Flood” or the Gaza War in October 2023, succeeding Brazil, coinciding with the escalation of brutal Israeli military operations in Gaza. For this reason, China has risked angering Israel, as it sees broader stakes in the current conflict that go beyond the Palestinian-Israeli issue. Beijing sees the crisis as an opportunity to distinguish its position from the pro-Israel West and to enhance its reputation in the global south, many of whose countries strongly sympathize with the Palestinian cause, which serves China's image.  To this end, China has used a tough diplomatic rhetoric against Israeli crimes in the Gaza Strip, and has condemned the US position, especially the obstacles created by the US by voting against a series of Chinese and Russian ceasefire resolutions in the UN Security Council. In addition, China has supported various decisions of the International Court of Justice and the International Criminal Court to condemn Israel and arrest its Prime Minister “Benjamin Netanyahu”.  China used its veto power against a draft resolution proposed by the United States of America on October 15, 2023, which did not include a call for an immediate ceasefire, or a permanent humanitarian truce for the entry of humanitarian aid into the Gaza Strip. The Chinese Permanent Representative to the United Nations, "Chang Jun”  justified his country's opposition to the American draft resolution, because it includes many elements that divide rather than unite, and goes beyond the humanitarian dimension, and is unbalanced and mixes right and wrong, and does not reflect a strong call for a ceasefire and an end to the violence. The Chinese Permanent Representative to the United Nations “Jun” considered that the ceasefire is not just a diplomatic phrase, but means life and death for many civilians, which Washington did not understand, according to him. China also participated in the (Cairo Peace Summit 2023), which was held on October 21, 2023 in the New Administrative Capital, with China's call during the summit to stop the war in Gaza.  China's motivation for taking an interest in the Palestinian issue after the recent Gaza war may be more related to its competition with the United States and the image that China wants to project domestically and even internationally in light of its new position as a major global power. China wants to be seen as a wise and responsible superpower interested in mediation and peacebuilding. It is also likely that Beijing seeks to present an alternative viewpoint to the United States' perspective on peace to the world order, especially in the global South, where most countries in the region support the Palestinians.   Beijing has already come a long way in the Israeli-Palestinian conflict, from its active support for Palestinian factions recently to their invitation to China after the recent Gaza war to complete the Palestinian reconciliation process between all the warring Palestinian factions with Chinese support.  Since the beginning of the war in the Gaza Strip, Chinese positions and statements by officials in Beijing have carried a degree of escalation in tone towards Israel’s behavior. Beijing criticized the comprehensive Israeli bombing of civilians, condemned violations of international law, called for the implementation of the two-state solution, and called for the establishment of a humanitarian corridor to allow aid to enter the besieged Gaza Strip. Chinese Foreign Minister “Wang Yi” went further, describing the Israeli bombing of civilians in Gaza as actions that go beyond the scope of self-defense.  Chinese state media have also been highly critical of Israel, and in most of their reports have cited Iranian media, with the Chinese emphasis that: “the illegal use of white phosphorus bombs by the Israeli army against Palestinian civilians exposes it to international accountability”. Chinese state media have also blamed the United States, Israel’s strongest supporter, and have been explicitly accused in Beijing, for fueling tensions in the region. China has also angered Israel by refusing to join the United States and other countries in designating Hamas as a terrorist organization, describing it instead as a Palestinian resistance movement.    In late October 2024, immediately after the Gaza war, the China Daily, a Chinese propaganda outlet, declared that: “the United States is on the wrong side of history in Gaza”. Elsewhere, Chinese state television reported that Jews represent 3 percent of the United States’ population but control more than 70 percent of its wealth. With all official and popular Chinese media keen to repeat the narratives that dominate the popular discourse in the Global South. This repetition is in line with the majority opinion in some countries of the South, and it allows China to present itself as an alternative to the image of the United States of America as a warmonger, hegemonic, hypocritical and unjust.         In July 2024, Hamas, Fatah and other Palestinian factions signed a preliminary agreement in the Chinese capital, Beijing, to form a transitional government for national reconciliation, with the aim of managing Gaza after the end of the war. The same group met in the Russian capital, Moscow, in February 2024, seeking to reach a similar agreement. At the same time, China was able to bring the Palestinian Fatah and Hamas movements together at the negotiating table in Beijing in two sessions of the National Dialogue during the months of April and June 2024, in a move that reflects China’s desire to interact with the Palestinian issue in a positive way.        Chinese official media is trying to support its position before Chinese public opinion at home and their sympathy for the people of Gaza, by emphasizing China's official discourse, which seeks to confirm that Beijing has made proposals to stop the war on Gaza, brought together the Palestinian movements Hamas and Fatah inside China, and called on the UN Security Council to calm the conflict. China also seized the opportunity of its meetings with Arab and Gulf foreign ministers to reaffirm the multiple peace plans it had previously proposed in favor of resolving the Palestinian issue. With the Chinese envoy to the Middle East “Zhai Jun” , confirming, with Palestinian and Arab officials, China's immediate call for an immediate ceasefire and providing humanitarian support to the Palestinian people.   As for the most prominent Chinese academic and research analyses of the Gaza war, Chinese Professor “Yan Shutong”, Dean of the Institute of International Relations at China's Xinhua University, described the matter as: “The Israel-Gaza war will reduce the global political influence of the United States. This has become very clear, because even its allies will have to distance themselves from it on this issue, and with the undermining of the United States' strategic relations with other major powers, the strategic balance between China and the United States will shift in China's favor”. Professor “Wang Yiwei”, a professor of international relations at Renmin University in Beijing, also said: “China is now in a better position than the United States to help resolve conflicts, whether between Saudi Arabia and Iran, Russia and Ukraine, or Israel and the Palestinians”.  In this context, Professor Shi Yinhong, a professor of international relations at Renmin University of China, asserts that: “Beijing’s policy in the Middle East has been paralyzed by the conflict, given that the United States, which strongly supports Israel, is involved in this crisis, whether directly or indirectly. Who would listen to China?”. A report by the (international human rights organization Freedom House) described a wave of anti-Semitic sentiments on the Chinese Internet and Chinese media, especially popular ones related to Chinese social media, such as: the widely-used Chinese WeChat program, Weibo, QQ, and others. The Freedom House report confirmed that: “With regard to the Israeli-Palestinian conflict, the Chinese government has long promoted a narrative that places the blame squarely on Israel”. In light of the growing global and internal Chinese popular sympathy for the Palestinians, and the unprecedented spread of its manifestations within Chinese society via Chinese social media, and the holding of limited demonstrations in light of China’s sensitive internal policy towards popular demonstrations, decision-makers in Beijing find themselves facing a challenge to maintain a balanced position between the crimes committed by Israel against civilians in the Gaza Strip, and the position of the Palestinians in the Strip.   As an expert in Chinese politics and the policies of the ruling Communist Party in China, and constantly informed of all reports of Chinese think tanks and research centers, especially those related to the Middle East, it is noted that a number of Chinese analyses adopt a trend, vision, and perhaps another theory or school for the war in Gaza, namely the “theory of war between wars”, which later became clear to a large extent to be correct, meaning: that the war that was limited to the Palestinian Hamas movement and Israel, and Israel's practices in the West Bank and Gaza Strip, will expand to include a conflict between Israel and Iran, but through its agents in the region, which means waging wars on different fronts at the same time, namely the war of Israel against Hamas, targeting Palestinian resistance elements in the West Bank, confronting Hezbollah on the southern Lebanese front, confronting the threats of the Houthi militia in Yemen, fighting the Shiite militias in Syria and Iraq, and waging confrontations against Iran, which leads the axis of resistance.    To this end, China seized the opportunity of the 10th China-Arab Cooperation Forum, to be held on May 30, 2024, with the participation of Chinese President “Xi Jinping” and a number of Arab leaders, most notably Egyptian President “Abdel Fattah El-Sisi”, to reflect the common desire to discuss aspects of China-Arab relations and ways to enhance them, deepen consensus between China and Arab countries, raise questions about the position of Gaza in China-Arab discussions, the limits of China's role in helping to stop the Israeli aggression on Gaza, and support the return to the path of political settlement between the Palestinian and Israeli sides, leading to the two-state solution supported by major powers, most notably China.  Here, the Arab Summit, which was held in the Bahraini capital, Manama, on May 16, 2024, adopted the necessity of calling for an international peace conference that would contribute to restoring the negotiating track. This call intersects with the Chinese President Xi Jinping’s call to hold an international peace conference during the Arab-Chinese Cooperation Forum, where he stressed in his speech before the forum on May 30, 2024, that Beijing wants to strengthen its relations with Arab countries to be a model for global stability, calling for an international peace conference aimed at ending the war between Israel and Hamas, noting that Beijing is ready to work with Arab countries to resolve issues related to hot spots in ways that support the principles of fairness and justice and achieve peace and stability in the long term. Xi Jinping stressed that war cannot continue indefinitely, justice cannot remain absent forever, and the two-state solution cannot be arbitrarily overthrown.     Based on the previous analysis, we reach the conclusion that the Chinese trend towards interacting with the Middle East issues and the recent Gaza war represents one of the pillars of the escalation of the Chinese role at the global level and among the developing countries of the Global South led by China. This trend coincided with the vision of the United States of America to limit its ties to the interactions of the Middle East, due to its high cost and to move eastward to confront the growing Chinese influence in Asia.

Diplomacy
Moscow, Russia — February 20, 2019: Trump and Putin as Russian nesting dolls (Matryoshka doll, Russian doll). The policy of Russia and America. Cartoon, caricature.

Life After Elections: The Future of Russian-American Relations

by Inna Yanikeeva

Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The history of Russian-American relations has been marked by numerous ups and downs, periods of cooperation and confrontation that have shaped not only bilateral relations but also had a significant impact on the global political stage. In this regard, these relations have always attracted the attention of researchers attempting to predict their development. Moreover, every U.S. presidential election is not just a change of power in the country but also an opportunity to reassess foreign policy, which, in turn, affects the interests of other nations, including Russia. Each new president comes to power with their own views, priorities, and strategies, directly influencing both bilateral and multilateral relations. One only needs to recall examples where shifts in the White House have led to dramatic turns in foreign policy — ranging from escalations in tension to attempts to set a new tone for dialogue. For instance, consider President Obama's “reset” policy towards Russia, followed by the intensification of anti-Russian sanctions when the “reset” did not unfold according to American expectations. What significance do the 2024 U.S. presidential elections hold for Russian-American relations? Will the continuity of U.S. foreign policy towards Russia persist? How might the election results impact the future of these two great powers and their interactions on the global stage? At the Intersection of Hopes and Ambitions Among the factors influencing Russian-American relations are the views, priorities, and strategies of American decision-makers. In this regard, the 2024 U.S. presidential election drew the close attention of the international community. It is expected that a change in president and government could lead to a transformation of foreign policy. The position of the elected president serves as an indicator of the likely foreign policy tactics and strategies Washington may adopt towards other countries and in addressing various international issues during the upcoming four-year term.   So, what do we know about Donald Trump? First and foremost, he brings valuable presidential experience and is well aware of the pitfalls that await him now. He is better prepared for the role than he was eight years ago. Secondly, he might challenge the deep state, which, while unlikely, cannot be entirely ruled out. He has nothing left to lose unless he amends the Constitution to create the possibility of running for a third term. Thirdly, he fiercely defends the national interests of the state in the spirit of realism. This means he can be engaged within this paradigm.   At the same time, he is a businessman, which implies that reaching an agreement with him is possible one way or another. The key is to offer him a “price” that aligns with his interests. If a foreign policy “business proposal” does not appeal to him or offer any tangible benefit, he will not even consider it.   It is also important to note that he is ambitious when it comes to wielding power. He has both the financial resources and influence within certain circles. It seems that what he lacks is global power. To realize his ambitions — such as demonstrating his ability to shape world destinies and influence international events through Russia — he may facilitate a revival of Russian-American relations from their current low point.  Whether Moscow would find this scenario acceptable is another question entirely. Nevertheless, American foreign policy does not depend solely on the desires and intentions of the president. Typically, it retains its key characteristics, even with occasional deviations from continuity in foreign policy tactics and strategies. An example of this can be seen in the shift towards a quasi-isolationist stance during Donald Trump's first term, followed by a reversal under Joe Biden's presidency (such as rejoining the Paris Climate Agreement, reversing the U.S. withdrawal from the WHO, and lifting the travel ban on citizens from several Muslim and African countries). Now, a return to Trump's approach is anticipated, though the main directions of previous foreign policies across all fronts are expected to remain intact.   It is also crucial to consider the presence of the so-called deep state in the U.S., which may attempt to hinder Trump’s plans and intentions. During his first term, the deep state proved to be a significant force, preventing the president from implementing certain plans and agreements with other world leaders, including Russia — for example, in the realm of cybersecurity.  However, Trump is now more aware of the specific challenges he might face and is better positioned to shape his foreign policy strategy in a way that circumvents potential obstacles posed by the deep state, enabling him to achieve his desired outcomes. This includes negotiating and implementing agreements he reaches.  Who will prevail in this dynamic — Trump or the deep state — remains to be seen in the near future. At the same time, it is essential to consider the impact of previously made decisions on U.S. foreign policy. For example, laws are much more challenging to amend or repeal than executive orders issued by a previous president. This is particularly relevant to one of the major sticking points in Russian-American relations — sanctions. Reaching an agreement to lift sanctions would be extremely difficult, if not practically impossible, under current conditions, as a law can only be repealed with the approval of the U.S. Congress. In other words, the president does not have the authority to unilaterally lift sanctions without Congressional consent.   However, if such a move aligns with strengthening the global influence of the United States — particularly Donald Trump’s role — it is conceivable that he might find a way to achieve the seemingly impossible. At the same time, the U.S. president is not the sole influential figure in shaping the country’s foreign policy — Congress also plays a crucial role. The current situation is unfolding in a manner similar to 2016. The outcome of the 2024 U.S. elections resulted not only in the victory of former president and businessman Donald Trump, but also in Republican candidates securing a majority in Congress. The Republican Party now holds the upper hand, with 53 seats in the Senate compared to the Democrats' 47, and 220 seats in the House of Representatives compared to the Democrats' 215.   There is a likelihood that Republicans will be inclined to support Trump’s initiatives. However, opposition on certain issues is also possible, one of which could be Russia, particularly regarding anti-Russian sanctions, as was the case during his previous term.  In this context, it is important to note that Republican members of Congress have backed the nomination of the current Speaker of the House, Mike Johnson, for the same position in the new House. The vote on his candidacy is scheduled for January 3, 2025. While he previously supported funding for Ukraine, his rhetoric has recently shifted, and he has started opposing this initiative.   Meanwhile, John Thune has become the new Republican leader in the Senate. He has already expressed his willingness to approve Trump’s cabinet appointments through a simplified and expedited process. Notably, he also supported aid for Ukraine in the past. However, this fact is now being downplayed in public discourse in the United States. In addition to the role of the president and the composition of Congress, those appointed to key foreign policy positions and the advisors to the head of state can also play a significant role in shaping U.S. foreign policy. Currently, Donald Trump, drawing on his experience from his first term, is selecting candidates for his team who are not only loyal to him but also influential and well-resourced figures, such as Elon Musk. He is choosing individuals who share his ambitions.  In this regard, Trump and Musk are quite similar — both aspire to global influence. This has led to a consolidation of Trump’s inner circle around his expressed ideas, even if some of these individuals previously held different positions on foreign policy issues. This dynamic is evident, for instance, in the case of Mike Johnson.   Undoubtedly, this alignment is primarily motivated by the desire to secure positions in the upcoming administration. However, these individuals are also well aware that if they oppose Trump, they risk being replaced by more loyal candidates. One of the top priorities on the agenda for the newly elected president is filling government positions. The importance of those he selects for his team should not be underestimated. Despite their loyalty, it is important to consider the potential, albeit limited, influence they may have on the stance of the newly elected president. First and foremost, Donald Trump has selected U.S. Senator J.D. Vance from Ohio as his vice president. Vance considers Russia an adversary of the United States but believes treating Moscow as an outright enemy is counterproductive. He has been cautious in supporting anti-Russian sanctions, remarking that the Biden administration's use of this tool against Russia has been as effective as a “damp firecracker”.   J.D. Vance has been a vocal opponent of providing aid to Ukraine and has advocated for negotiations with Russia. According to him, “just because we don’t like someone doesn’t mean we can’t talk to them from time to time”. This suggests a degree of pragmatism in the approach toward Moscow within the future U.S. presidential administration.   Nonetheless, national interests will remain the top priority for Trump’s entire team, as well as for Trump himself. In this context, one potential negotiation strategy could involve emphasizing that agreements on specific issues align with American national interests. Currently, Michael Waltz is being considered for the role of National Security Advisor. This position is one of the most significant in the U.S. administration and does not require Senate confirmation. Waltz would be responsible for briefing Donald Trump on key national security issues and coordinating the work of various agencies.   Regarding his foreign policy views, Waltz believes it is necessary to reassess the U.S. objectives in Ukraine. At the same time, he is among those who support imposing sanctions on Russia and conducting strikes deep within Russian territory. So far, no changes in his stance on these matters have been observed.   However, it is unlikely that he will openly contradict Trump. Instead, a “good cop, bad cop” dynamic may emerge, which could align perfectly with the newly elected president's objectives. After all, Trump is advancing the concept of “peace through strength”. Donald Trump plans to appoint Senator Marco Rubio as Secretary of State. In recent interviews, Rubio stated that Ukraine should seek opportunities for a peaceful resolution with Russia rather than focusing solely on reclaiming its territories. He was also one of 15 Republican senators who voted against the $95 billion military aid package for Ukraine passed in April 2024. This alignment with Trump’s position on Ukraine indicates Rubio’s intention to remain loyal to the U.S. president.   For the role of Secretary of Defense, Trump is considering Pete Hegseth, a Fox News host. Hegseth has expressed skepticism about continuing U.S. support for Ukraine, further reflecting his loyalty to Trump, consistent with other candidates being considered for positions in the new administration. Donald Trump has proposed New York Congresswoman Elise Stefanik as the U.S. Ambassador to the United Nations. Stefanik has called for “crushing actions” to defeat Russia and was one of the initiators of anti-Russian sanctions. However, she voted against a multi-billion-dollar aid package for Ukraine in early 2024.   For the position of Director of National Intelligence, Trump has nominated Tulsi Gabbard, known for her criticism of U.S. foreign policy regarding Ukraine and Russia. In early 2022, she attributed the conflict to the Biden administration's failure to acknowledge Russia's “legitimate security concerns” regarding Ukraine's potential NATO membership. Other key positions include Secretary of the Treasury and Secretary of Commerce, who are responsible, among other things, for implementing anti-Russian sanctions, as well as the Director of the CIA. Additionally, the new Department of Government Efficiency (DOGE) will be led by businessman Elon Musk and Vivek Ramaswamy, Trump's former rival in the primaries.  In this context, it is important to note that Donald Trump places a high value on loyalty and support for his ideas. Consequently, members of his team are likely to carefully weigh their words to avoid contradicting him — or at least not contradicting him significantly — while subtly advancing their own views when possible.   In summary, all candidates share a common trait: loyalty to Trump and support for his ideas, particularly regarding Ukraine, even if they previously held differing views on certain issues. However, it would be premature to infer a shift in the U.S. position toward Russia based solely on their expressed desire to resolve the Ukrainian conflict. Bridges or Walls: The Shape of Russian-American Relations After 2024  The trends in relations between Moscow and Washington after 2024 will largely depend not only on the outcome of the recent elections but also on the genuine readiness of both nations for dialogue and cooperation. Notably, Russia has already articulated its position, expressing its willingness for constructive dialogue. However, the question remains: Is Washington prepared for this, considering its deeply entrenched anti-Russian background? Can Donald Trump navigate these challenges effectively, and more importantly, does he even want to?   Russian-American relations after the elections stand at a crossroads. The choice between constructive cooperation and deepening confrontation will be critical. What factors will ultimately determine the future trajectory of these relations? It is important to remember that Donald Trump is a businessman who thinks and acts accordingly. He is ambitious and seeks to influence international relations while positioning himself as a leader. Consequently, he will never agree to concessions. At best, the outcome will be compromise solutions on a range of issues that he, as U.S. president, does not consider vital but which allow him to fulfill his ambitions and emerge as the winner in negotiations. On one hand, under current conditions, the shadow of conflict will continue to loom over Russian-American relations regardless of the statements and actions of Donald Trump and his team. Among the contentious issues that will be challenging to resolve are North Korea (a longstanding U.S. adversary), relations with China (Trump would like to reduce the level of Russian-Chinese cooperation), and Iran (its nuclear program remains a major concern for the U.S.).  On the other hand, potential areas for dialogue and cooperation could include counterterrorism efforts and cybersecurity. An attempt was made during Trump’s first term in 2017, when a bilateral working group on cybersecurity was proposed following a meeting between the Russian and U.S. presidents. However, these agreements ultimately fell apart due to pressure on Trump from the U.S. deep state. It is highly unlikely that Russia and the United States will be able to overcome their significant differences, establish a mutually beneficial dialogue, restore strategic stability, or “reset” their relations over the next four years, especially given Donald Trump's stance on achieving “peace through strength”. Interestingly, Trump has expressed a desire to resolve the crisis in Ukraine as quickly as possible. However, during his first presidential term, his administration approved the transfer of weapons to Ukraine. It can be speculated that this decision was influenced by the deep state, which may have pressured him to provide military aid to Kyiv.   That said, it is improbable that Trump's current desire to end the conflict will take Russian national interests into account. Notably, he has been largely silent on the broader development of relations with Russia. One should not expect a dramatic shift in Russian-American relations. The United States will continue to act in its national interests, as it always has. However, there is now an opportunity to reopen negotiations with Donald Trump, approaching him as a businessman open to a potential win-win scenario, provided that the strategy is carefully crafted — much like Henry Kissinger once did.   Russia has made its move; now it is Trump’s turn. Whether he is capable of restoring even a minimal level of trust between the two countries, necessary for de-escalating tensions, will become evident over the next four years.

Energy & Economics
The Prime Minister, Shri Narendra Modi in a bilateral meeting with the Chinese Communist Party general secretary & president of China, Mr. Xi Jinping, in Tashkent, Uzbekistan on June 23, 2016.

India-China Economic Interdependence: Collaboration Amid Rivalry in Global Supply Chains

by Seema Khan

Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Despite escalating geopolitical tensions, India and China maintain a paradoxical relationship of economic interdependence. This dynamic reveals a delicate balance where strategic competition coexists with pragmatic cooperation, driving global supply chains and sustaining mutual economic benefits. The India-China relationship is characterised by both cooperation and competition, with economic ties often at odds with geopolitical tensions. In recent years, the relationship has been marked by increasing rivalry and mistrust, particularly following the 2020 border clashes in the Galwan Valley. This incident led to a significant deterioration in bilateral relations, resulting in India implementing economic measures against China, including banning numerous Chinese mobile applications and imposing stricter scrutiny on Chinese investments. However, in a recent development, India and China have agreed to resolve the Line of Actual Control (LAC) issue and move forward, signalling a potential thaw in tensions. While this thaw is good news, economic interdependence has persisted even with tensions running high, as evidenced by the continued high levels of bilateral trade. This paradoxical situation, where economic necessity coexists with strategic competition, underscores the multifaceted and often contradictory nature of India-China relations in the contemporary global context. Often described as “cooperation amid competition,” the relationship has important implications for both countries and the wider global economy. Their mutual interdependence plays a crucial role in global supply chains and consumer markets. India and China have robust trade relations, with China being one of India’s largest trading partners. Bilateral trade reached US$114.2 billion in 2021-22; and in 2022-23, China remained India’s largest source of imports, with its share increasing to 30 percent from 21 percent over the past 15 years. This relationship is characterised by Chinese imports of manufactured goods and electronic components, which are essential for India’s consumer market. India’s imports from China include machinery, telecom equipment, and electronic products, which are integral to its growing consumer electronics sector. The trade dynamics between the two countries ensure that Indian markets have access to affordable and diverse consumer goods, while China benefits from a large export market. This economic relationship encompasses various sectors, including manufacturing, pharmaceuticals, and technology, and has become particularly evident during global supply chain disruptions, such as those caused by the COVID-19 pandemic. In the technology sector, Indian and Chinese companies have formed several alliances. Many Indian companies rely on Chinese components and raw materials for their production processes. For instance, India’s electronics and automotive industries heavily depend on imports from China for semiconductors, display panels, and other critical components. Chinese technology firms like Xiaomi, Oppo, and Huawei have significant operations in India, contributing to the smartphone and electronics market. These companies not only import finished products but have also established manufacturing units in India, creating jobs and contributing to the local economy. Additionally, collaboration in the tech sector extends to software and app development, with Chinese investments in Indian startups fostering innovation and growth. Chinese investments have played a crucial role in India’s startup ecosystem, with companies like Alibaba and Tencent holding significant stakes in Indian unicorns. While recent policy changes have led to a decline in Chinese investments, existing collaborations continue to influence India’s digital economy. The pharmaceutical industry represents another area of significant cooperation. India, known as the “pharmacy of the world,” relies heavily on Active Pharmaceutical Ingredients (APIs) imported from China. Approximately 70 percent of India’s API requirements are met through Chinese imports. This collaboration is essential for maintaining the global supply of affordable generic medicines, particularly for developing countries. Both India and China have maintained a cooperative stance despite their political rivalries in the renewable energy sector. This collaboration is crucial for India’s ambitious renewable energy targets and global climate change mitigation efforts. China, as the world’s largest producer of solar panels and components, plays a vital role in India’s rapidly expanding solar market. In 2022, China exported solar cells and modules worth $3.89 billion to India, accounting for approximately 62.6 percent of India’s total solar imports. This interdependence is critical for India’s solar energy growth, with the country’s installed solar capacity reaching 66 GW by the end of 2022. Conversely, India’s burgeoning renewable energy market provides significant opportunities for Chinese manufacturers and investors. The collaboration extends beyond mere trade; Chinese companies have also invested in Indian solar projects and manufacturing facilities. For instance, LONGi Solar, a leading Chinese solar technology company, has established a solar module manufacturing plant in India with a capacity of Two GW. This interdependence in the renewable energy sector underscores the complex nature of India-China economic relations, where mutual benefits coexist with competitive dynamics. As both countries strive to meet their climate commitments and energy needs, their cooperation in this sector remains a critical factor in the global transition to clean energy. Last, the India-China economic relationship is integral to global supply chains, particularly in consumer markets. Their collaboration ensures cost-effective production, with Chinese components allowing Indian manufacturers to produce goods at competitive prices. The Indian electronics industry depends on Chinese semiconductors and circuit boards to assemble smartphones and other consumer electronics, ensuring they remain competitively priced. Quick market access due to large consumer bases in both countries further provides significant opportunities for businesses in both countries and beyond. Despite a competitive and conflictual relationship, trade between the two countries is a common factor that keeps them connected and facilitates the flow of technological know-how. In Asia, where the two countries have a combined population of more than 2.4 billion, their manufacturing capabilities play a crucial role in maintaining competitive global supply chains. This symbiotic relationship ensures the smooth functioning of supply chains, keeping costs low and availability high for consumer goods worldwide. Despite persistent geopolitical tensions and competitive dynamics, the India-China economic relationship underscores a paradox of interdependence. Much like the US-China dynamic, their collaboration in trade, technology, manufacturing, and renewable energy reveals a complex but mutually beneficial relationship. This interdependence sustains global supply chains, ensuring cost-effective production, technological innovation, and affordable consumer goods. By leveraging their manufacturing strengths and large consumer bases, India and China remain critical to global economic stability and growth. Even amid strategic competition, their economic ties highlight the pragmatic necessity of cooperation in an interconnected world. This article was published under a Creative Commons Licence. For proper attribution, please refer to the original source.

Energy & Economics
With Interim President of Burkina Faso Ibrahim Traore. Photo: Alexander Ryumin, TASS

Russian and waiting

by William Decourt , Spenser Warren

Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Western missteps in Africa are creating an opening for Russia to deepen its influence. Recent protests against International Monetary Fund (IMF)-imposed austerity measures have rocked several African states. Kenya, a long-time partner of the United States and a key contributor to UN peacekeeping operations in Haiti, experienced violent clashes between government security forces and anti-austerity protestors over tax hikes in a controversial finance bill. Simultaneously, many protesters saw Kenyan engagement in Haiti as footing the bill for American security interests while ordinary Kenyans struggled to make ends meet. Soon after, similar protests against IMF measures spread to Nigeria. Analysts and locals are concerned that spreading protests may threaten stability across Africa. Citizens of other countries continue to voice their displeasure with the political and economic status quo through protest (in Mozambique) and at the ballot box (in Botswana). IMF loans come with significant stipulations, including reforms to financial systems and governance. Critics of these conditions frequently malign the IMF as a violator of sovereignty. Changes to economic and governing models, combined with high debts and economic stress, increase the costs of everyday products and diminish purchasing power across the continent. To many ordinary citizens, the West is benefiting from the fruit of African resources while hindering Africans’ access to the global economy. Publics in these countries demand alternatives to IMF funding, protesting governments to oppose IMF-imposed austerity. Youth, an increasingly important demographic, are especially active. Many of these young people are college-educated but fail to secure adequately paid employment in skilled industries. The informal economy is growing but increasingly separated from formal and international economies. IMF austerity measures are driving the continent to economic crisis and protest that may have lasting effects anathema to US foreign policy and the liberal international order. Some already see China as a viable alternative, although public opinion of Chinese influence is mixed. Elsewhere, faded Cold War memories make Russia a relatively unknown economic and political alternative. So, while recent Western actions in Africa have put long term relationships at risk, Russia is slowly increasing its influence on the continent. In fact, the Kremlin has already taken action and is engaged in the politics surrounding the various debt crises in African nations. African countries owe debts to multiple international actors, including Russia. However, Moscow has forgiven debts owed by many of these countries, coupling debt relief with additional economic benefits, including an influx of grains and energy resources. It has also deepened defense cooperation with several African countries. This cooperation often includes contracts for weapons sales and the deployment of irregular military units, including the Wagner Group. Diplomatic actions such as the above have led some protestors to see Russia as a viable alternative to IMF funding and partnerships with the US and Europe. In a visual representation of this phenomenon, protestors have been seen waving Russian flags at mass gatherings across Africa. Russia appears to receive the greatest support in the Sahel, where governments have failed to curb political instability and deliver on economic development promises. Publics in the region were already angry with the continued postcolonial military presence of France, and Russia took advantage. Mass publics are not the only actors seeking alternatives, ruling elites also see Russia as an attractive partner. Russian defense cooperation and the presence of irregular forces bolster these regimes in the face of increasing civilian protests over poor governance or human rights. Still, Russia has not yet made the gains it could. The war in Ukraine is hurting Africans and contributing to economic stress as global grain prices have skyrocketed. Some perceive Russia as exacerbating the problems of failed governance through its use of Wagner Group formations to back corrupt officials, protect corporate interests, and bolster unpopular governments. Russian interest in the region is also less significant than in the Middle East, Eastern Europe, or the Arctic, where Russia has more proximate strategic, economic, and political goals. Rather than rushing in, Russia’s economic presence in Africa is slowly advancing Moscow’s goals on the international stage. When Russia sought to undermine financial, technological, and energy sanctions from the West as a result of its invasion of Ukraine, it turned to Africa to find new consumers for food products, energy, and arms. Already, in the wake of the invasion, only half of the continent voted to condemn Russia. Such voting patterns at the UN indicate greater support for Russia in Africa than in other regions around the world, even if distrust of Russia remains high in some parts of the continent. Forecasted crises could increase Russian influence on the continent as well. Shocks generated by the African debt crisis could become a proximate cause for geopolitical and geoeconomic shifts. Rapid demographic changes and disastrous climate events (e.g., droughts and floods) exacerbate existing economic and migratory challenges. Since the tentacles of Russian economic and security influence, as well as misinformation, are already present in Africa, such future crises could pull multiple African states further into Russian orbit, and away from Western countries and institutions. Further alignment of African states with Russia would have several drawbacks. Russia would discourage democratization and use security assistance to bolster dictators across the continent. Environmentally sustainable development is also likely to be hampered. Russia may increase the extraction of natural resources in environmentally damaging ways. Additionally, Russian energy exports will be oil and gas, eroding the already significant investment and progress in green energy development many African political economies have made. As Western missteps create openings for Russia to gain a foothold in Africa, they also set the stage for other global powers to capitalize on the vacuum. Chinese-built infrastructure in Africa also contributed to debt burdens, but unlike Western approaches tied to IMF austerity measures, China is recalibrating its strategy. By shifting to smaller projects with lower debt exposure and promoting green energy development overseas, China positions itself as a more appealing partner. This strategy not only bolsters China’s domestic solar and EV industries but also enhances its soft power by responding to local economic needs. Moreover, as Western policy blunders alienate African publics and governments, both Russia’s and China’s influence may grow. Russia’s gains in the region could indirectly strengthen China’s position by fostering broader skepticism of Western-led systems, aligning African leaders more closely with Beijing’s geopolitical goals, including its stance on Taiwan. Africa is a burgeoning continent. One in four humans will be African by 2050. If the US and Europe pass on opportunities to engage with a continent of emerging green development powers and an increasingly educated demographic bulge, Western policies will undermine their own power and influence in the international order. Russia’s quiet increase in trade and security assistance offers an established alternative. Meaning ultimately, both Russia and China, may play the long game, gaining incremental support from a region of one billion people at a time. This work is licensed under the Creative Commons Attribution 4.0 International License (CC BY 4.0) [add link: https://creativecommons.org/licenses/by/4.0/]

Defense & Security
Wavy Turkisd and Israel Flags

Türkiye’s approach to Israel’s challenges and prospects

by Samyar Rostami

Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском It also seems that various international, domestic, and regional variables in the economic and political dimensions will prevent widespread military-security tension in Turkey-Israel relations. Turkey recognized Israel in March 1949. Less serious ups and downs sometimes accompanied the bilateral relations between the two sides in the following decades. These relations continued during the rule of the Justice and Development Party over Turkey.The killing of 8 Turkish citizens by Israel in 2010, the reduction of tensions in 2016, the expulsion of ambassadors in 2018, and the existence of many ups and downs were important incidents in Turkey-Israel relations. While Erdoğan and Netanyahu met in New York in September 2023, seeking to normalize relations fully; the Israel-Gaza War on October 7, 2023, made Ankara to intensify its criticism and recall its ambassador from Israel. Although some Turkish diplomats continued to operate in Tel Aviv, Recep Tayyip Erdoğan announced in November 2024 that Turkey had severed all ties with Israel and currently had no relations with Israel. However, it appears that the Turkish embassy in Israel is operating and the Israeli diplomatic mission in Ankara is also open. Сhallenges Israeli-Turkish relations have reached a critical point, and the scope of tensions and disagreements has also expanded. Turkey has been one of the major critics of Israel in recent years, and the recent November 2024 announcement indicates an escalation of diplomatic tensions. Turkey’s approach to the Israel-Palestine crisis has been based on Turkey’s foreign strategy, increasing the status of Palestine in its foreign policy. Turkey, by opposing Israeli settlement in the West Bank, and using the international mechanism, emphasizing the two-state solution, etc., tries to play a leading role in diplomatic efforts on Palestine. But from Israel’s point of view, many of Turkey’s approaches include interfering in social and political issues inside Israel, are considered as weakening the Israeli government, reviving Muslim institutions, and inciting violence against Israel. Ankara has sought to cement its role in advancing Palestinian aspirations by engaging with various groups, including Hamas, offering to host Hamas political offices, mourning the assassination of Haniyeh, and occasionally “visiting” Hamas leaders from Turkey. In May, Erdoğan called Israeli Prime Minister Benjamin Netanyahu a “vampire” and called on Muslims to fight the Jewish state. In this view, Israel is a threat to “all of humanity” and has been mistreating Gaza for years. Therefore, it must be pressured by holding Israel accountable for its “genocide” and actions in Gaza, the Islamic League of Nations, and the international community. Earlier this year, Turkey filed a request to join the genocide case against Israel at the International Court of Justice (ICJ) in support of Palestine. On November 1, Turkey initiated an arms embargo, calling for a halt to arms sales to Israel. In addition, it seems that Turkey wants to facilitate access to its national interests and even a mediatory role in reaching peace with Israel by exerting appropriate influence between the Palestinian Authority and Hamas. Also, apart from Turkey’s explicit opposition to Israel’s war in Lebanon and the risk of expelling Palestinians, the disagreements in Syria could be an important current and future stage in Israeli-Turkish relations. Israel and Turkey are the main beneficiaries of Assad’s collapse in Syria, but Turkey is known to support Islamist and Salafi-jihadi factions. Although Benjamin Netanyahu called Assad’s fall on December 8 a “historic day,” Ankara does not accept Israel’s seizure of buffer zones, advance into Syrian territory, and bombing of Syrian military sites after the collapse. Turkey and Israel have pursued their red lines in Syria with highly contradictory plans. Turkey does not accept Kurdish parties and the PKK taking advantage of the new situation in Syria or Israel occupying Damascus and reaching northern Syria. Also, while many in Israel have declared the Kurds to be Israel’s “allies” and have emphasized the importance of protecting minorities in Syria, Turkey now sees the Kurdish threat as more prominent. In addition, Ankara is likely to have regional and international convergences in mind to pressure Israel by highlighting Israel’s role in Syria. In the geopolitical sphere, alliances and coalitions in the Eastern Mediterranean are also not in Turkey’s interest. Ankara does not want to witness the risk of anti-Turkish geopolitical-geoeconomic coalitions forming in the region with Israel’s presence. Dimensions of geopolitical and security cooperation between Greece, Israel, and Cyprus pose major challenges for Ankara,. Ankara is pursuing a two-state solution in Cyprus but knows that in the Cyprus tension and dispute between Turkey and Greece, Israel stands in the Athens and Cyprus front. Turkey has also had tumultuous relations with the European Union and the United States in recent years. Israel is an important partner and collaborator of Western military and political institutions. Ankara still seems reluctant to have broader ties with NATO. Turkey is also trying to reduce the possibility of Israeli cooperation (against Ankara’s interests) with the Greek-American community, Turkish opposition parties, Gulen, Armenians. Turkey and Israel announced trade barriers against each other in 2024 and relations deteriorated. Turkey announced a trade embargo against Israel in May 2024, imposing restrictions on the export of 54 products. However, despite trade through third countries, the trade situation has hurt the state of the economies of both sides, bilateral trade agreements, and their plans for joint initiatives for gas extraction and transportation. The Turk opposition continues to challenge Erdoğan for his continued supply of Azerbaijani oil to Israel via Turkey and the Turkish Kurcik radar base, and for his double standards. However, anti-American and anti-Israel sentiments have increased in Turkey. The Turkish government continues to face public backlash over the continued flow of Azerbaijani oil to Israel via Turkey, Turkey’s ongoing trade relations with Tel Aviv, and indirect trade through third countries. Even amid public outcry in Turkey, Zorlu Holding announced its intention to sell its stake in Israel’s Dorad Energy. In this context, Ankara cannot immediately increase economic ties with Israel. Opportunities for relations Ties with Israel will help Erdoğan use the Israeli influence in the United States to improve relations between Washington and Ankara. Maintaining the relationship could benefit from some intelligence, security, and military agreements or military-technological and defense cooperation, cooperation in the field of information exchange and regional security, Turkey’s military modernization, cooperation on illegal immigration, and human trafficking. Israel and Turkey both have common interests in areas such as the South Caucasus. However, easing tensions with Israel could help Athens compromise and reduce pressure on Ankara over the Greek islands, and militarize the Aegean Sea. Turkey’s transportation policy could reach the Middle East, North Africa, and the Mediterranean region by taking advantage of port connections in Turkey and strengthening projects such as the sea bridge from Iskenderun to the port of Haifa. Some key issues, especially geoeconomics in the Eastern Mediterranean and energy policy, and common interests in the field of energy could prevent a complete break. Israeli gas to Europe could help reduce Turkey’s dependence. Turkey is also still the conduit for 40 percent of Israel’s energy, which comes from Azerbaijan via Turkey. Israel was Turkey’s 13th largest export partner in 2023, and the total value of trade between Israel and Turkey reached $6.8 billion. Expanding economic relations and using the economy as a factor in strengthening relations can add to other dimensions of cooperation between the two actors. Outlook: Although tensions between Turkey and Israel have not escalated to a security or military level, Turkey has repeatedly warned that a war between Turkey and Israel could break out. However, many challenges remain. The level of pessimism about Ankara’s intentions in Israel is very high. Turkey cannot show a broad retreat on Turkey’s red lines in Palestine. The range of mutual pessimism and the role of different variables may hurt the outlook for the Turkey and Israel relationship.  Therefore, in the short term, it is inconceivable that the defense and security relations between Turkey and Israel will return to the level of relations of the 1990s. With Trump coming to power in the US, the long-term strategic tension between Israel and Turkey will become more difficult for Ankara’s interests. It also seems that various international, domestic, and regional variables in the economic and political dimensions will prevent widespread military-security tension in Turkey-Israel relations. It is also possible that actors such as Baku could help reduce tensions. In this situation, it seems that Ankara, with a more pragmatic approach and a complex interaction of ideology, pragmatism, and geopolitical strategy of economic relations between the two countries, does not want to witness widespread, practical, or even military tension with Israel.

Diplomacy
The Conflict between Ukraine and Russia

Opinion – Immediate Ceasefire in Ukraine Is a Double-Edged Sword

by Jinghao Zhou

Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Donald Trump has claimed that he could end the Russia-Ukraine war within 24 hours of taking office. He now calls for an immediate ceasefire in Ukraine and the beginning of negotiations. However, history shows that what cannot be achieved on the battlefield is unlikely to be obtained at the negotiating table. Immediate ceasefire of the Ukraine war could be a double-edged sword for the United States under the current circumstances. Russia occupies significant Ukrainian territories, including Crimea, Donetsk, Luhansk, Kherson, and parts of Zaporizhzhia, amounting to approximately 18% of Ukraine’s territory. Ukraine has made incursions into the Russian regions of Belgorod and Bryansk, only amounting to less than 1% of Russia’s total territory. How can both sides achieve their goals at the negotiating table?  Trump’s special envoy Keith Kellogg suggests ending the war by halting weapon supplies to Ukraine if it refuses to engage in peace talks — and increasing weapon deliveries to Ukraine if Russia fails to do the same. Ukrainian President Volodymyr Zelensky has suggested the possibility of negotiating a cease-fire deal with Russia, proposing that the status of occupied territories could be addressed diplomatically at a later stage. This reflects Ukraine’s constrained position under various pressures. Russia is open to a peace talk but is unlikely to make a huge compromise with Ukraine. Despite NATO’s extensive support, sufficient military resources such as ammunition and air defense systems have not been provided to enable Ukraine to effectively counter Russian advances and produce decisive outcomes in strategic offensives due to unclear strategic objectives and effective implementation measures.   Sanctions imposed by the U.S. and its allies have not crippled the Russian economy as intended; instead, the Russian economy grew by 3.1% in the third quarter of 2024, and its national debt remains at 14.6% of GDP—approximately the same level as when the war began in 2022.  In 2023, Russia spent $160 billion on military needs, accounting for about 40% of its budget. For 2025, Russia has already allocated 13.5 trillion rubles (over $145 billion) for national defense, representing 32.5% of the budget. With support from North Korea, Iran, China, and other countries, Russia is likely to sustain its efforts on Ukrainian soil. In contrast, Ukraine is unlikely to achieve a decisive victory in the short term. If its allies continue with the current strategy while reducing financial aid, Ukraine risks depleting its resources and prolonging the conflict into an unpredictable stalemate, potentially leaving it at a disadvantage during negotiations. Without doubt, an immediate ceasefire could help stop further casualties and bring some much-needed relief to the people affected by the conflict. It can also ease the immediate burden of supporting Ukraine militarily and financially, freeing resources for domestic priorities and addressing other international challenges, particularly countering China’s challenges. However, an immediate ceasefire according to the current battlefield map could also benefit U.S. rivals—authoritarian regimes. First, it would solidify Russia’s control over occupied territories, allowing Moscow to claim a partial victory and bolster domestic support. Such an outcome rewards territorial aggression and undermines international norms. Second, it could weaken the U.S. commitment to Ukraine’s sovereignty, signaling to adversaries that aggression can succeed if sustained long enough. European allies might interpret a ceasefire as a sign of wavering U.S. resolve, leading to fractures within NATO and weakening transatlantic unity. Allies in Asia, including Japan, South Korea, and the Philippines, may question the reliability of U.S. security commitments in the region. Third, China has been closely watching the West’s response to the Ukraine crisis, focusing on the cohesion of alliances, the impact of sanctions, and the dynamics of military support. An immediate freeze of the war would demonstrate limited Western resolve and suggest that territorial aggression can yield lasting gains. This reinforces Beijing’s belief that the international community would hesitate to intervene militarily in Taiwan and encourages China to change the status quo over the Taiwan Strait, believing it can manage economic sanctions and diplomatic pressures. Fourth, an immediate ceasefire does not guarantee long-term peace. The lack of a comprehensive peace agreement leaves underlying issues unaddressed, and it merely postpones hostilities, making the prospect of sustainable peace elusive. Historically, frozen conflicts like those in Georgia’s South Ossetia and Moldova’s Transnistria have fostered prolonged instability, enabling aggressors to consolidate control over occupied territories and exert leverage over affected states. The lesson from Russia’s 2014 invasion of Crimea demonstrates that tolerating an aggressor only encourages further expansion of their ambitions. Instead of an immediate ceasefire agreement, it is necessary to further support Ukraine in reclaiming its territory by changing the current strategy before reaching any cease-fire deal. Historical patterns show that successful territorial recaptures often require asserting military strength before engaging in peace talks. A cease-fire without the necessary restoration of Ukraine’s sovereignty risks legitimizing Russia’s invasion. A successful Ukrainian counteroffensive could not only enhance Ukraine’s leverage in negotiations but also serve as a powerful deterrent against future territorial ambitions by other authoritarian regimes globally. The United States will not compromise American national interests when mediating a cease-fire agreement between Ukraine and Russia. However, it will be an extremely challenging task for any American president to broker a peace deal at this time because a deal should uphold Ukraine’s sovereignty and internationally recognized borders, align with U.S. support for a rules-based international order, and ensure a balance between both parties instead of rewarding Russian aggression. It should strengthen U.S.-European relations rather than undermine allied unity, adhere to longstanding U.S. foreign policy principles rather than prioritize political gains, and enhance the U.S.’s reputation as a reliable global leader. Otherwise, immediately freezing the war could potentially harm U.S. national interests in the long term and directly encourage the ambitions of aggressors worldwide. This work is licensed under the Creative Commons Attribution-Non Commercial 4.0 International License (CC BY-NC 4.0) [https://creativecommons.org/licenses/by-nc/4.0/]

Energy & Economics
Trump - Putin - Flags

The World Awaits Change

by Andrei Kortunov

Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском “Changes! We’re waiting for changes!” proclaimed Viktor Tsoi nearly 40 years ago, at the dawn of the Soviet perestroika. If one were to summarize the multitude of diverse and contradictory events, trends, and sentiments of the past year in a single phrase, it would be that the modern world is eagerly awaiting change. Much like the former USSR in the 1980s, few today can clearly define what these changes should entail or what their ultimate outcome will be. Yet, the idea of maintaining the status quo has evidently found little favor with the public over the past year. This impatient anticipation of change was reflected, for instance, in the outcomes of numerous elections held over the past 12 months across the globe. In total, more than 1.6 billion people went to the polls, and in most cases, supporters of the status quo lost ground. In the United States, the Democrats suffered a resounding defeat to the Republicans, while in the United Kingdom, the Conservatives were decisively beaten by the Labour Party. In France, Emmanuel Macron's once-dominant ruling party found itself squeezed between right-wing and left-wing opposition, plunging the Fifth Republic into a deep political crisis. The seemingly stable foundations of political centrism were shaken in Germany, South Korea, and Japan. Even the party of the highly popular Indian Prime Minister Narendra Modi failed to retain its parliamentary majority after the elections, and in South Africa, the African National Congress led by Cyril Ramaphosa also lost its majority. Pessimists might argue that abandoning the status quo in itself solves no problems, and the much-anticipated changes, as the final years of the Soviet Union demonstrated, do not necessarily lead to positive outcomes. Replacing cautious technocrats with reckless populists often backfires, affecting those most critical of the entrenched status quo. Optimists, on the other hand, would counter that the rusted structures of state machinery everywhere are in desperate need of radical modernization. They would add that the costs inevitably associated with maintaining the existing state of affairs at all costs far outweigh any risks tied to attempts to change it. The international events of the past year are also open to various interpretations. Pessimists would undoubtedly point out that none of the major armed conflicts carried over from 2023 were resolved in 2024. On the contrary, many of them showed clear tendencies toward escalation. For instance, in late summer, Ukraine launched an incursion into the Kursk region of Russia, and in mid-November, the U.S. authorized Kyiv to use long-range ATACMS missiles against targets deep within Russian territory. Meanwhile, the military operation launched by Israel in Gaza in the fall of 2023 gradually expanded to the West Bank, then to southern Lebanon, and by the end of 2024, to parts of Syrian territory adjacent to the Golan Heights. From the optimists' perspective, however, the past year demonstrated that the disintegration of the old international system has its limits. A direct military confrontation between Russia and NATO did not occur, nor did a large-scale regional war break out in the Middle East, the Taiwan Strait, or the Korean Peninsula. The economic results of 2024 are equally ambiguous. On one hand, the global economy remained heavily influenced by geopolitics throughout the year. The process of “technological decoupling” between the U.S. and China continued, and unilateral sanctions firmly established themselves as a key instrument of Western foreign policy. On the other hand, the world managed to avoid a deep economic recession despite the numerous trade and investment restrictions. Global economic growth for the year is expected to reach around 3%, which is quite respectable for such turbulent times, especially considering that the long-term effects of the COVID-19 pandemic have not yet been fully overcome. In 2024, the average annual global temperature exceeded pre-industrial levels by more than 1,5 °C for the first time, crossing another critical “red line”. However, the UN Climate Change Conference (COP29) held in November in Baku fell short of many expectations. At the same time, China reached its peak carbon emissions by the end of the year, achieving this milestone a full five years ahead of previously announced plans. In the past year, the UN Security Council managed to adopt only 12 resolutions, mostly of a humanitarian nature, clearly reflecting the declining effectiveness of this global governance body. For comparison, in 2000, the Security Council approved 29 resolutions, including key decisions on conflict resolution in the Balkans and Africa. At the same time, 2024 saw continued efforts to explore new formats for multilateral cooperation, including mechanisms within the BRICS group, which held its 16th summit in Kazan for the first time in its newly expanded composition. With enough imagination, one can easily find evidence in the past 12 months to confirm any omen or superstition traditionally associated with leap years. However, all these signs and superstitions predicting upheavals and catastrophes—while aligning with the pessimistic conclusions about the year now ending—do not apply to the year ahead. Human nature, after all, tends to lean more towards optimism than pessimism; if it were the other way around, we would still be living in caves. As they bid farewell to a difficult and challenging year, people around the world continue to hope for better times. And the mere act of hoping for the best is already significant in itself. As Johann Wolfgang von Goethe aptly remarked, “Our wishes are forebodings of our capabilities, harbingers of what we are destined to achieve”. Originally published in Izvestia.