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Japanese Prime Minister Fumio Kishida and his Liberal Democratic Party (LDP) are facing one of the worst financial scandals in decades, resulting in growing public distrust of the party and threatening the stability of his government. The Kishida government, which took office in October 2021, was already facing headwinds as its cabinet’s popularity declined due to concerns about the economy, social security and the LDP’s links to the Unification Church. The assassination of former prime minister Shinzo Abe in 2022 during an election campaign further complicates matters. The assailant claimed that Abe supported the Unification Church, which he said caused his family’s bankruptcy and forced his mother into making donations. Many other LDP parliamentarians are known supporters of the Church. Kishida and the LDP are yet to be transparent about this issue. Despite falling popularity, the LDP’s approval ratings hovered in the 30s between October and November 2023. Analysts suggested that, despite his low popularity, Kishida would continue and that there were no imminent threats to his prime ministership. That scenario changed dramatically at the close of November 2023. One poll suggests that Kishida’s cabinet approval rate has plummeted to 17 per cent, marking the lowest prime ministerial approval rating since the LDP regained power in 2012. The drop in popularity occurred after it was revealed that LDP factions and the individual parliamentarians associated with them had failed to report all revenues from ticket sales at fundraising events. The slush fund, estimated to be millions of dollars, was used for political purposes, violating the Public Funds Control Law. The Public Prosecutors Office has launched investigations into the LDP’s largest and most influential faction, the Seiwakai, commonly referred to as the Abe faction. Reports suggest that four other major factions, including the one led by Kishida, might also be implicated. Kishida has replaced four key cabinet ministers from the Abe faction. The position of Chief Cabinet Secretary — which serves as the face of the government — has gone to Yoshimasa Hayashi. Kishida had removed Hayashi from his position as foreign minister and, facing difficulty in persuading other colleagues to assume the Chief Cabinet Secretary position, Kishida opted for Hayashi, a member of his own faction. The other three ministerial positions went to factions led by Taro Aso, Toshimitsu Motegi and Hiroshi Moriyama. The cabinet reshuffle does not address the core problem — money politics. Money politics remains endemic in Japan’s political system, despite past reforms. In the 1970s, former prime minister Kakuei Tanaka resigned due to a bribery scandal. Following Tanaka’s resignation, the LDP sought to regain public trust by turning to ‘Mr Clean’, former prime minister Takeo Miki. But it was not long before another large-scale financial scandal — the Recruit Scandal — emerged in the late 1980s. The scandal led to former prime minister Noboru Takeshita’s resignation, his secretary’s suicide and the resignation of many high-profile politicians. Takeshita’s successor, former prime minister Sosuke Uno, resigned within months following revelations of sexual misconduct. Amid the scandals, the LDP called in another Mr Clean, former prime minister Toshiki Kaifu. But the LDP’s troubles persisted. The 1993 Sagawa Kyubin financial scandal resulted in the arrest and subsequent imprisonment of LDP ‘strongman’ Shin Kanemaru on tax evasion charges. These scandals ultimately led to the LDP’s electoral defeat in 1993, marking what was supposed to be a new era in Japanese politics. But opposition parties have struggled to win government and sustain it. The LDP regained power within two years of its 1993 defeat. Similarly, the LDP returned to government within three years by defeating the Democratic Party of Japan in 2012. Even during the Abe administration, reports of financial scandals emerged. But Abe’s strong popularity allowed him to survive. The current fundraising scandal and its scale are still unfolding. More resignations are likely. Many details regarding the unlawful accumulation of political funds remain unknown. The Public Prosecutors Office may shed light on the scandal after its investigation. Regardless of the outcome of the investigation, Kishida’s position appears untenable. Though not directly implicated like Tanaka, Takeshita and Uno in the past, the public expects Kishida, as President of the LDP, to own up to the rot in the party and step down. Despite the reshuffle of his cabinet and his statement committing to spearhead reforms in the LDP, it will be a political miracle if he survives this scandal ahead of the LDP presidential election in September 2024. The LDP and its Prime Minister face a choice. They can follow the same path as their predecessors by temporarily presenting a ‘clean’ face and then reverting back to business as usual. Alternatively, the new generation of LDP politicians can challenge the established path and set a different course for the party, one that is policy-focused, transparent, less factional and not hereditary. But it remains uncertain whether the new generation of LDP politicians is inclined to take on this challenge. The opposition parties remain weak, fragmented and unable to replace the LDP. Yet they play a crucial role in keeping the LDP government accountable. Without the Japanese Communist Party’s scrutiny, the present fundraising scandal might never have come to light.

BOTTOM LINE • Taiwan’s presidential election is scheduled for January 13, 2024. • A down-to-the-wire effort by two of the three opposition candidates to unite against front-runner William Lai Ching-te failed dramatically, while the third candidate made a grand last-minute exit. • Disarray among the opposition will not necessarily guarantee Lai’s election, with the latest polls showing him barely ahead of his two remaining challengers. • Both challengers, though averring their preference for a strong relationship with the United States, favor warmer relations with Beijing in a manner that may portend some degree of willingness to accept unification with China that would adversely impact US and Japanese security interests • Chinese efforts to influence the vote have included military intimidation, veiled threats of invasion, and disinformation. On Saturday, January 13, 2024, Taiwan will go to the polls to choose itsa next president and 113 seats in the country’s unicameral Legislative Yuan (LY). Current president Tsai Ing-wen is term-limited and at first four, now three, contenders are seeking to succeed her, making this the most contested election since 2000. What’s at Stake for the United States The United States is significantly involved in one war in the Middle East, another in Eastern Europe, and is hence at pains to avoid confrontation in Asia. It has sent two aircraft carrier groups and ammunition to support Israel as well as large quantities of weapons to the Ukrainian government, leaving concerns in both America and Taiwan about how much assistance it could give the country should Xi Jinping decide to attack. Given China’s avowed desire to annex the island by force if Taiwan’s citizens do not agree to unification amicably, and Beijing’s strong reaction to anything that it construes as moves to further legitimize Taiwan’s de facto independence, the Biden administration prefers a Taiwanese president who will avoid both actions that could prompt an attack and measures that would bring the island under Beijing’s control. More than democracy and human rights are at issue: Since Taiwan sits astride sea lanes that are vital for international commerce and security, ceding the country to China would enhance Beijing’s control of both. An estimated 40 percent of world trade passes through the South China Sea, which China has increasingly asserted its control over. Japan, a US treaty ally, has what is arguably an even greater stake in stability in the Taiwan Strait since a Taiwan under Chinese control would bring its territorial waters perilously close to Japan as well as potentially adversely impact the shipping that is so vital to its economy. China also contests control of areas of the East China Sea with Japan. Since Okinawa hosts the only US bases within 500 miles (the unrefueled combat radius of US fighters) from Taiwan, China might well strike those bases at the outset of a conflict. Japanese leaders have explicitly said that a Taiwan emergency is a Japanese emergency and therefore an emergency for the Japan-US alliance. The Dramatis Personae Lai Ching-te (English name William Lai) is Taiwan’s incumbent vice-president and the nominee of the Democratic Progressive Party (DPP). Born in 1959 and the son of a coal miner, he is a medical doctor with expertise in spinal cord injuries, though he has dedicated his later career to politics. Regarded as a lackluster campaigner, he can however point to his extensive record in office as a legislator, then premier, and most recently as vice-president. Hou Yu-ih, born in 1957 and the son of pork sellers, represents the Kuomintang (KMT) or Chinese Nationalist Party. After graduating from the Central Police Agency and obtaining a doctoral degree in crime prevention and corrections, he had a long career in law enforcement before becoming deputy mayor and later mayor of New Taipei City. Hou says that his background in police work is excellent preparation for service as president. Ko Wen-je, born in 1959, is a medical doctor known for his expertise in organ transplants before going into politics. Ko successfully ran for mayor of Taipei as an independent, though with the endorsement of the DPP. In 2019, Ko founded the Taiwan People’s Party (TPP) as a challenge to the KMT and DPP. Terry Gou (Chinese name Guo Tai-ming) was born in 1950. A late entry into the race and formerly a KMT member who twice sought and was twice refused the party’s endorsement for nominee, he then announced he would run as an independent backed by the $7 billion fortune he made as founder of Hon Hai Precision Industries. Hon Hai, known abroad as Foxconn, is the world’s largest contract manufacturer of electronics. His parents, from Shanxi, fled to Taiwan in 1949, with his policeman father having fought for the KMT during the war. Gou believes that his extensive business experience makes him ideally suited for the presidency. Where They Stand All candidates face the dilemma of having to solicit the support of voters who overwhelmingly reject unification with China while not antagonizing China with its oft-repeated vow to achieve the “sacred task” of unification by whatever means. A poll released in late November showed almost no support for this: only 0.7 percent of respondents replied that they supported independence as soon as possible with 11.5 percent advocating maintaining the status quo while working toward unification. By contrast, 35.8 percent supported maintaining the status quo while working toward independence and 44.3 percent favored forever maintaining the status quo. On other issues, as do politicians worldwide, they must be wary of making promises they will find difficult to deliver on if elected. Lai, who has previously described himself as an advocate of Taiwanese independence, is careful to qualify the statement by adding that, since Taiwan is already an independent sovereign state known as the Republic of China, there is no need for a declaration of independence. He has rejected the so-called 1992 Consensus and pledged to continue Tsai Ing-wen’s non-confrontational policies. The 1992 Consensus refers to the outcome of a meeting in Singapore between the allegedly unofficial representatives of the Chinese Communist Party and the KMT, which then governed in the name of the Republic of China. Members of the opposition party objected. The Consensus, a term that did not exist until 2000, eight years later, holds that each side agreed that there is but one China and that Taiwan is part of China, but that each side has its own understanding of what China is: for the CCP, it is the People’s Republic of China; for the KMT, it is the Republic of China. KMT supporters continue to accept the latter definition, while the opposition DPP reject it, arguing that Taiwan is a sovereign state independent of the PRC. In 2010, newly elected president Tsai Ing-wen offered a concession in that she accepted the historical fact of the conference, but Beijing immediately rejected it as “an incomplete test paper.” The only one of the four candidates to support gay marriage, which has been legal in Taiwan since 2019, Lai wore a rainbow-colored scarf and spoke at a large parade in October to celebrate the law, declaring that equal marriage was not the end but the starting point for diversity. None of the other three presidential candidates attended, although the KMT’s youth wing did, with its members shouting that their party also supported equality as they passed by Lai. Hou Yu-ih accepts the 1992 Consensus, though adds that he objects to both a formal declaration of Taiwan’s independence and China’s offer to rule the country under Beijing’s interpretation of the one-country, two-systems formula. In a Foreign Affairs article that was obviously aimed at a US audience, Hou stressed the importance of urging both sides of the Taiwan Strait to jointly promote democracy, human rights, and mutual trust. He accepts, however, the need for deterrence against invasion and that Taiwan must deepen collaboration with the United States in areas such as intelligence sharing and regular joint training exercises. Hou has vowed to defend the Republic of China if it were attacked. It is significant that he did not use the word Taiwan, thereby implicitly endorsing his party’s position on the One China policy. On healthcare, Hou has promised to raise spending levels on national health insurance to 8 percent from its current 6.5 percent. Observers were puzzled at his choosing to emphasize this policy against two rivals who are medical doctors. Lai immediately countered that rather than announce a spending target, Hou should explain specifically what areas should be targeted for improvement and then suggested several that he, Lai, would pursue. Ko Wen-je emphasizes his pragmatism and rationality. On cross-strait relations, he advocates a middle-of-the-road approach that is neither anti-China nor overly pro-China. Ko has called for regular security talks among senior officials from Japan, Taiwan, and the United States regarding China’s intimidation of Taiwan. He argues that cutting off communication with China increases the risk of war and has expressed willingness to sign economic agreements with Beijing while also advocating that Taiwan follow the United States in de-risking. Agreements would be reviewed and referred to the Legislative Yuan for ratification—a backhanded reference to former president Ma Ying-jeou’s effort to push through a trade agreement with China that aroused a massive protest and closed down the Legislative Yuan for weeks. Ko has called on China to propose a new framework for engagement with Taiwan that explains what Beijing has to offer, telling inquisitive foreign reporters that “it’s their obligation [to do so] not mine” and adding that Beijing must also define exactly what it means by One China, whether it be political or economic. While economic cooperation with China is negotiable, he claims that politically there is “nothing we can do,” though he has said elsewhere that confrontation can be eased through dialogue and cultural, sports, and economic exchanges. Ko has also proposed turning the small offshore island of Jinmen, also known as Kinmen, into an experimental zone for peace between Taiwan and China. Critics immediately pointed out that, apart from being unconstitutional, Ko has not explained whether he would countenance suspending Jinmen’s elections, regulating its residents’ freedom of speech due to Beijing’s censorship and insistence on “internet sovereignty,” or imposing social controls on them to conform with Chinese practice. Terry Gou, whose Foxconn has over a million employees in its factories in China, has denounced the Taiwan independence movement while calling for de-escalating Sino-American tensions. He accepts the 1992 Consensus and advocates positioning Taiwan as equidistant from both the United States and China. As of now, it is “like prey on a tightrope”: If either America or China increases tensions even a little bit, Taiwan “will die a horrible death.” Critics believe that Foxconn’s heavy presence in China would make him vulnerable to pressures from Beijing; Gou responded that he has not managed the company’s operations since 2019 and in fact resigned from Foxconn’s board of directors in September 2023. Denying that he has ever been controlled by China, Gou vowed to reply “yes, do it!” if Beijing threatens Foxconn’s assets. As if to test his mettle, two months later, China announced an investigation into the tax and land use of Foxconn subsidiaries in several provinces, without supplying details. Foxconn management replied that it would “actively comply” with the investigators. Gou is an avowed opponent of gay marriage. Now no longer formally a candidate, he has vowed to keep advocating for these policy views. Taiwan does not possess indigenous fuels, so the energy issue is highly controversial. Opponents of nuclear energy argue that a Fukushima-type meltdown would devastate the much smaller and similarly earthquake-prone island. Proponents point out that without nuclear power, Taiwan would become still more vulnerable if it completely depended on imports to keep its heavily trade-dependent economy healthy. Due to a 2016 government decision to phase out nuclear power by 2025, usage has declined from over 20 percent to about 9 percent at present. Most citizens voted in 2021 to reject finishing a partially built plant whose completion has been suspended for three decades. Only Lai has vowed to make Taiwan a nuclear-free country by 2025, although he has not ruled out retaining some nuclear capability in case of emergencies like a Chinese invasion or blockade. All three other candidates claim that the nuclear-free homeland policy has failed, with Hou explicitly saying that he would revive nuclear power, including restarting two already decommissioned units, extending the operational period of a third, and evaluating whether to revive an abandoned fourth nuclear power plant. While warning of power shortages, no candidate has addressed the questions of safety or of finding a long-term solution for storing nuclear waste. Who’s Ahead? Taiwan, perhaps one of the most extensively polled countries in the world, has so many organizations collecting data that the Taiwan News regularly reports a poll of polls. Lai has been the consistent front-runner. Except for briefly exceeding 40 percent after a stopover trip to the United States en route to Paraguay, he until recently polled in the mid-thirties, with Ko and Hou in the mid-to-high twenties and Guo in the low teens. But Lai’s lead has been eroding. More concerning to the DPP, at the end of October Ko and KMT head Eric Chu reached an uneasy agreement—notably, Hou was not present— to share candidates in some constituencies in order to get a majority in the Legislative Yuan. If this succeeds and Lai is elected, the coalition could block Lai’s initiatives, leading to gridlock, as indeed happened during Chen Shui-bian’s presidency. It would also encourage Beijing to court them, as it has done during previous DPP administrations. Since the DPP has been in power for eight years, it has a track record that its opposition and non-committed voters can criticize. Rural citizens interviewed by a Canadian researcher believe that the party has forgotten about them while urbanites complain about inflation and lack of affordable housing and point out that wages have remained stagnant despite healthy growth rates. The youth vote, which had previously been a mainstay of DPP strength, has shown signs of shifting to the TPP. Many, including supporters of the party, believe that a social justice program is badly needed. They accuse the DPP of positioning itself as a progressive party but not behaving like one, urging it to enact policies that meaningfully tax the rich and invest the money in green technology, infrastructure, and innovation. The opposition has said that a DPP victory would mean war with China. Chinese Efforts to Influence the Election Beijing’s least favorite candidate is surely Lai. Rather than overtly interfere, a strategy that backfired badly in the 1996 election, it has tried a mixture of sticks and carrots. Sticks include Chinese fighter jets so regularly crossing the median line in the Taiwan Strait that a new normal now exists, ominous warnings from high military figures, and covert attempts such as disinformation. Carrots include hosting youth delegations to visit China, and a plan to make Fujian province a zone for integrated development with Taiwan, including encouraging Taiwanese firms to list on Chinese stock exchanges and supporting innovative ways of cross-strait capital cooperation. Entry and exit visas for “Taiwan compatriots” are being eased. While such initiatives are above board, some others are not. In late October, Taiwan’s Ministry of Justice Investigation Bureau seized $354.6 million in illegal remittances to candidates regarded as sympathetic to China. Among the conduits were businesspeople, contributions to temple charity events, dummy accounts through unregistered banks, and cryptocurrency. It is difficult to tell how successful these tactics are, with anecdotal evidence indicating that while some people are intimidated by China’s threats, others respond negatively. Taiwanese are well aware of the fate of Hong Kong, where the party-state ruthlessly quashed civil liberties in contravention of the promises it was treaty-bound to honor and often used as a cautionary tale to those few who view unification more favorably. Unexpected Last-Minute Developments At the meeting to discuss cooperation on fielding candidates for the Legislative Yuan, Ko and Hou also discussed having one of them agree to become vice-president while the other would be the presidential nominee. Assuming—a big if—that most of the supporters of one would agree to vote with supporters of the other, they would comfortably beat Lai. The possibility of an alliance at the top was always risky: In addition to each man having a healthy ego that would make subordinating himself to the other difficult, Ko was on record as saying that the things he hates most are “mosquitoes, cockroaches and the KMT.” He founded the TPP as a counterweight to both KMT and DPP, attracting many supporters, particularly among the young, who were disenchanted with the two. While some of the young voters might accept an alliance, others would likely feel betrayed. Whether Ko or Hou would get top billing, they pledged to abide by the opinion polls on who was the stronger. After much discussion, the two settled on accepting six of the nine major polls, but then disagreed on who was ahead based on differing interpretations of the margins of error. Former president Ma Ying-jeou then stepped in to mediate, summoning Ko and Hou to his office on November 24, the deadline for filing for the election. Only Hou appeared, waiting several hours fruitlessly. Ko later agreed to meet at a hotel and even then arrived late as a gaggle of media waited impatiently outside. The result was a dramatic failure with the candidates sniping at each other live on the country’s television networks: They will run separately. The event even upstaged Terry Gou’s also dramatic departure wherein the typically flamboyant Gou announced that although he “might be forgotten by the people,” he had chosen to sacrifice himself for the greater good, showing his “utmost dedication to his homeland.” With barely five weeks before the election, analysts have scrutinized the newly announced vice-presidential picks of the remaining three candidates. Lai has chosen Hsiao Bi-khim, the highly regarded woman who has served as Taiwan’s de facto ambassador to Washington for the past several years. But whether and by how much the choice will increase Lai’s popularity remains to be seen. Beijing has denounced Hsiao as a “diehard secessionist” and says the decision could “mean war for Taiwan,” which could scare some voters. Asked about this at a television interview soon after her selection, Hsiao responded carefully, saying that all Taiwanese reject war and that any candidate “must approach [relations with China] with utmost responsibility.” Hou’s choice for vice-president, the avowed pro-unificationist media executive Jaw Shaw-kong, also has negatives as well as positives. Presumably chosen to appeal to the KMT’s conservative base, Jaw is apt to alienate more moderate KMT members and voters who fear unification. His more assertive personality and markedly different view of unification raise the possibility of friction between him and Hou. Kou’s vice-presidential pick, Cynthia Wu, is likewise problematic. With very little political experience, she has been an executive of a family-founded major life insurance company that has been fined for speculation and questionable land deals. This undercuts the TPP’s claim to be the party that represents the interests of the young and underprivileged. Meanwhile, polls show Lai’s lead over Hou shrinking to about one point, with Ko less than four points behind Hou. At this point, the election is too close to call. Expect the Unexpected? Should it have to live with Lai, Beijing’s least bad scenario would be a divided Legislative Yuan, which would enable it to work with the opposition, as it also has done with previous DPP-led administrations. Assuming, as is likely, that Lai can be trusted to keep his promise to continue his predecessor’s nonconfrontational policies, he is certainly Washington’s preferred candidate. But, as evidenced by the events of the past few weeks, Taiwan’s politics are full of surprises: Neither the United States nor China can be sure that the election will go in its preferred direction. Dealing with democracies is inherently uncertain, for both autocracies and other democratic countries.

History of Bashur and Israel Kurds, mainly Bashuris, and Israelis share notable similarities that would foster a natural alliance. Since the inception of Bashur, in South Iraq, as a polity in 1991, it has grappled with a hostile neighbourhood intent on weakening and erasing its polity—paralleling Israel’s challenges with Arab states that often deny its recognition. Moreover, the Kurds and Israelis exhibit political, cultural, and historical similarities. However, the precarious nature of their relations, given the hostile neighbourhood, renders the existing literature on Kurdish-Israeli relations sparse. Importantly, this literature fails to address a crucial question: how Bashur politics has shaped these relations? The Lost Israeli Tribes and The Kurds The origins of the Kurds are a subject of dispute among scholars, with various theories linking them to different peoples (Limbert 1968, 40-1). However, scant attention has been given to the connections between the Jews of Israel and Kurds in Bashur. In the seventh century BCE, eight of the ten Israeli tribes residing in ancient Israel migrated and have been considered lost. Various nations, from Mexico to Japan, have claimed descent from these tribes (Lyman 1998, 7). Despite the publication of a DNA research project on the origin of Bashuris in 2001, revealing that “Kurdish and Sephardic Jews were indistinguishable from one another” (Nebel et al. 2001, 1095), such findings might not be well-received among Kurds due to nationalist and Islamist sentiments. Furthermore, Hennerbichler argues that the Kurds constitute one of the oldest nations in the Middle East, highlighting the remarkable similarity between the Modal Kurdish Haplotype DNA and that of Ashkenazi Jews (2012, 69-70). Additionally, Mcdowell suggests that many Iranicized Kurds are of Semitic origin (1992, 9). Despite these perspectives, Kurds generally consider themselves a distinct group that has inhabited the region for an extended period. Hemeres contends that the Kurds are one of the oldest people in the Middle East, possessing their alphabet and predating many present-day Middle Eastern nations (2022). However, Hemeres’s reliance on ancient sources and observations from scholars centuries ago may need to be more scientifically credible. A more scholarly and scientific approach to understanding the origin of the Kurds would be preferable. Both Israelis and Kurds, fearing potential Islamic backlash, face challenges in acknowledging shared ties. Given that a significant portion of Bashuris are Muslims, Israeli policymakers may find it difficult to consider them as similar to Jews, who are both an ethno-religious group—where an Israeli Jew follows Judaism and is ethnically Jewish (Greenspoon 2014, 129). Despite these commonalities, the literature suggests that such shared characteristics have played a limited role, primarily because Iraq and Israel do not share a border, and the risk of Islamic backlash outweighs any potential benefits from their ties. In existing literature, there is no evidence of Israel seeking to aid the Kurds solely due to a perceived kinship but rather to counter strategic threats. However, the Bashuris find themselves in a strategically significant position in Israeli calculations. Even if both Israelis and Bashuris acknowledge such a tie, they may deny it due to the ongoing state of war between Iraq and Israel (Romano and Rojhelat 2019, 171). As recently as 2022, the Iraqi parliament passed a law criminalizing relations with Israel; if found guilty, one could face the death penalty (AP 2022). Throughout much of their history, Bashuris have not identified with Israelis and have generally shown more sympathy towards Palestinians. Despite the emergence of a pro-Israeli sentiment in the region today, it is challenging to establish a direct link between this shift and Israeli involvement in the Kurdistan region. The region’s increasing Westernization since 2005 and improved access to education may also contribute to this change. Moreover, Bashur-Israeli relations have predominantly involved a specific faction of Iraqi Kurds rather than being under the purview of the Kurdistan Regional Government (KRG). This is attributed to political, economic, and, to a lesser extent, social divisions within the region. Bashur The presence of a weak state in Iraq, coupled with Baghdad’s historical disputes with its neighbors, has provided the Bashuris with a unique advantage in terms of organization and access to the outside world compared to other Kurds in the Middle East. Notably, Bashuris were the only ones legally recognized as a minority (Edmonds 1959), particularly the Barzanis, who gained international recognition as leaders of the Kurdish revolution against the Iraqi government in the 1920s. In 1946, the Kurdish Republic of Mahabad was established but eventually dissolved (Edmonds 1959, 2). Mustafa Barzani played a pivotal role in attempting to save the republic, leading followers in a protracted battle with the Iranian Army before seeking refuge in Soviet territories (Reisinzadeh 2019, 65). Following the republic’s collapse, the Kurdistan Democratic Party (KDP) was founded in 1946 by four Kurdish officers of the Iraqi army, inviting Mala Mustafa to lead the party (Hevian, Rodi 2013, 97). After the 1958 July Revolution in Iraq, Barzani and other Kurdish Peshmerga were allowed to return to Iraq, welcomed by Baghdad in an effort to centralize power under Brigadier Abd al-Karim Qasim (Rubin 2007, 354). Relations improved, and Iraq was declared a unity between Kurds and Arabs (Bagley 1959, 288-9). Barzani quickly asserted control over much of Kurdistan, prompting fear in Baghdad (Lortz 2013, 39). The strength of the KDP and Barzani, recognized by Baghdad, was evident in their ability to rally people and maintain control over Kurdistan. However, conflicting interests emerged as the KDP sought autonomy while Baghdad aimed to centralize the state against Nasser’s Pan-Arabism. In 1961, the Kurds, led by Barzani, revolted against the Iraqi government, marking the first Kurdish-Iraqi war (Rubin 2007, 353-5). The Kurdish revolt gained strength, with significant defections from Kurdish soldiers in the Iraqi army (Pollack 2004, 219-20). The revolution was successful, controlling many cities and engaging the Iraqi army in 1961 (Paul 2013, 214-5). Despite the revolutionary success, internal divisions within the KDP, involving conservative, Marxist, and nationalist factions, challenged Barzani’s control. The main factions were the Malayyis (Barzani supporters) and the Jalalyis (Talabani followers), proving to be a hindrance to Kurdish unity and their pursuit of rights (Abbas 2020). Hence, when the Israelis arrived in Bashur, the Kurds were already divided. Israeli-Kurdish Reproachment The historical development outlined above explains Israel’s inclination to assist the Kurds. However, proving that the Kurds successfully convinced both the Iranians and Israelis to aid them is challenging. In the case of Iran, the fear of a potent Kurdish revolution spilling over from Iraq likely motivated their alignment with Israeli interests. Israel, valuing its relations with Iran and Turkey and considering any assistance to Kurdish groups within these countries as foreign intervention, strategically supported the Kurds during a crucial time. Efforts by the Kurds to secure Israeli assistance were extensive before Israel agreed to help. Ismet Sharif Vanly notes that the first Bashuri to visit Israel was not Mustafa Barzani or his associates but the General Secretary of the KDP, Ibrahim Ahmad (Bengio 2017), who, at the time, balanced against Mustafa Barzani by controlling the KDP politburo. Ahmad, serving as the de facto president of the party, played a crucial role in approaching Israel, visiting the country during Barzani’s absence. His influence was significant, as evident from his leadership in the KDP and renaming the party from the Kurdish Democratic Party to the Kurdistan Democratic Party in 1955 (Reisenzadeh 2019, 65). Barzani, concerned about Qassem, sent Kamuran Ali Baderkhan to meet with Israeli Foreign Minister Golda Meir in 1959, seeking political support (Alvand 2016, P: 71). However, tangible support from Israel did not materialize immediately. Israel, prioritizing relations with Turkey and Iran, needed their consent before assisting the Kurds, making their support a tactical move to keep Baghdad occupied without allowing the revolution to escalate beyond control, something that Iran and Turkey were concerned about (Alvandi 2016, 72). Despite the tactical nature of Israeli support, it was unique in its multifaceted approach, encompassing diplomatic, financial, and military aspects. The Kurds’ persistence and the strategic alignment of interests among Iran, Israel, and the United States during this period provide insights into the intricate dynamics that shaped the Israeli-Kurdish relationship. Assisting non-state actors in the Middle East has typically involved arms deliveries and financial support. For instance, Iran initially supported Shiite groups across the region, with assistance being predominantly political. It was not until the 1970s and 1980s that Iran began providing military training to these groups (Reisinezhad 2019, 61-70). However, Israeli assistance to the Kurds stands out as a unique example in Middle Eastern history, where a state actively helped a non-state actor to enhance organization and adaptability. Israeli support for the Kurds went beyond supplying weapons and cash. Initially, the Israeli foreign intelligence service Mossad and the Iranian intelligence service Savak collaborated to establish the KDP Parastin in 1966, aiming to gather military intelligence on the Iraqi army, a departure from previous practices (Ghareeb 1981: 133, Hennerbichler 2012, 254). This was a significant change for the Kurds, as internal challenges, including betrayal, had historically impeded Kurdish revolutions. Additionally, Israel provided diplomatic assistance by attempting to facilitate meetings between the Kurds and Americans despite facing some challenges (Alvandi 2016, 74). Furthermore, Israel extended substantial financial assistance, and its military advisors were stationed at KDP headquarters from 1965 to 1975 (Mamikonian 2005, 395). This comprehensive assistance from Israel played a pivotal role in transforming the Kurds from traditionally organized armed tribesmen relying on instinct to a more organized group employing intelligence and modern warfare techniques. Notably, the Kurds typically sought assistance rather than training. When Barzani’s representative, Bedir Khan, returned to Israel in 1963, his meetings with top Israeli leaders, including Golda Meir, focused on securing money, weapons, and a radio transmitter (Alvandi 2016, 72). The assistance provided by Israel likely influenced the Iranians to adopt a similar approach in their dealings with groups like Hezbollah in Lebanon, Popular Mobilization Forces in Iraq, and the Houthis in Yemen. Israel’s deep involvement in the fighting was exemplified in a battle where Israeli commander Tsuri Sagay assisted the Kurds in planning and supervising the war, resulting in significant casualties for the Iraqi forces. Following this success in 1965, Baghdad agreed to grant autonomy to the Kurds, leading to a coup. The Iraqi military refrained from launching another offensive in Kurdistan until January 1969 (Alvandi 2016, P:70). Despite facing setbacks in 1975, their leaders remained intact, and the KDP continued as a political force. One of the main contributing factors to this resilience was the way Israel assisted the Kurds in reorganizing. Therefore, Israel’s aid can be viewed as a state actor’s support to a non-state actor, fitting within the framework of Israel’s external balancing strategy. The Periphery Doctrine The periphery doctrine conceived by Israeli leaders like Ben Gurion emerged as a response to the challenges posed by Israel’s hostile Arab neighborhood. This strategy aimed at cultivating ties with non-Arab states and political entities, including the Kurds and Christian Arabs (Romano and Rojhelat 2019, 165-6; Samaan 2019, 384; Kaye and Roshan 2011, 22). Despite the significant demographic presence of Kurds in the Middle East, Israeli-Kurdish relations were the weakest link in the Periphery Doctrine. Israel primarily engaged with state actors like Iran and Turkey, limiting its support for Kurdish movements in those countries while focusing on assisting Bashuris, given Iraq’s hostility towards Israel (Romano and Rojhelat 2019, 172). The unique relationship between Israel and the Kurds was strategically designed to weaken Iraq in its ongoing conflict with Israel, primarily as Iraq remained in a state of war with Israel, particularly after coming under Iranian influence. Although Israeli-Kurdish relations include business within the framework of the Kurdistan Regional Government (KRG) (Romano and Rojhelat 2019, 76-7), they have yet to expand to include other Kurdish groups substantially. From the perspective of Israeli-Kurdish ties, the doctrine appears successful as it contributed to the Kurds maintaining political influence even in the face of military defeat and remaining as a political force in Iraq against Baghdad. The establishment of Parastin and the training of KDP Peshmerga were pivotal in solidifying the Kurdistan Democratic Party (KDP) and averting internal splits. Nevertheless, it is crucial to acknowledge that one of the earliest divisions, resulting in the de facto existence of two mini-states in the Kurdistan region, predates Israeli involvement in Bashur. This early schism continues to pose a substantial obstacle, limiting the ability of the Bashuris to capitalize on the assistance provided by Jerusalem fully and vice versa. Kurdish Division as An Impediment After the success against the Iraqi government, internal divisions among the Kurds became pronounced. The KDP politburo, specifically the Jalalyis faction, chose to negotiate with Baghdad and even participated in the Baathist government of 1966. This government brought about with assistance from Barzani and Israelis, retained KDP members in Baghdad until the late 1960s (Rashid 2017, 49-52). The consequences were far-reaching, leading to the eventual split of the KDP. The politburo faction, led by Jalal Talabani, became distinct, and the term “Jash,” meaning foal, gained popularity, denoting traitors within the Kurdish community. This internal strife left the Kurds divided, unable to fully capitalize on the foreign support from Israel, Iran, and the United States. It created two conflicting proxies in the Kurdistan region—one aligned with the West and the other with the Eastern Bloc. This exacerbated intra-Kurdish conflicts in Bashur, allowing external powers to manipulate their factions rather than assisting them in realizing their national aspirations. Barzani heavily relied on Iran and, through them, on Israel and the United States for logistics, financial, and military assistance. The revolution faced imminent collapse in 1975 when Baghdad and Tehran signed a deal to end hostilities (Mcdowal 1992, 21-23). Consequently, Barzani called on all fighters to go home, preventing further resistance against the Iraqi government. However, Mahmoud Othman, sometimes referred to as Barzani’s right-hand man, expressed in an interview that it was a failure of the leadership that the revolution collapsed, stating, “We had everything, arms, money, territory, and Baghdad was not that powerful. The Shah told us we could continue fighting” (The Best Video News 2023). Despite having the resources and potential support, Barzani decided unilaterally to halt the fight. After 1975, the KDP transformed into a police force for Iraq and Iran in Bashur, preventing the emergence of any armed group from fighting against Baghdad. While there was limited influence Israel could exert to prevent this, the split had already occurred. Barzani’s monopolization of relations and other international ties compelled him to cease fighting unilaterally. For example, in 1978, approximately 1700 PUK peshmerga attempted to move into the Iran-Iraq-Turkey triangle to establish bases along the Syrian border, where they received weapons and ammunition. This led to a clash with KDP forces, resulting in the death and capture of many PUK fighters (Rizgar 2021, Pencemor 00:26:00-00:29:00). Since its establishment in 1976, the Patriotic Union of Kurdistan (PUK) maintained close relations with the Soviet Union and Syria. According to Jalal Talabani, the founder of the PUK, the Soviets reached out to him in 1975 when Mustafa Barzani declared the end of the revolution. They requested a meeting in East Germany, where Talabani met with a Russian agent. Talabani recounts in his autobiography that during the meeting, the Russian agent asked, “Do you know Alexander?” to which Talabani replied, “Yes, I know him very well.” They both started laughing (Rashid 2016, 20-31). The founding of the PUK was decided in the Soviet Union, contrary to the official PUK history that claims its seven founding members did so in Damascus in 1976. Co-founder Omar Sheikhmous states that Talabani had already formed the PUK on May 22nd, 1976 when it was announced on Syrian national radio. They were informed later (Pencemor 2017, 00:10:40 – 00:12:00). Talabani further mentions, “I met President Hafiz Assad, and he promised to help us and said, Syria is your own country” (Rashid 2017, 38). Most of the PUK’s funding came from Libya, amounting to millions of dollars (Pencemor 2017, 00:40:00 – 00:41:00). Interestingly, the strategic moves that Israel made in the 1960s now fell into the hands of their adversary, the Syrians, who shared similar interests in Iraq. Today, the region remains politically and economically divided socially, to a lesser degree, between the Kurdistan Democratic Party (KDP) and the PUK. Although the Kurdistan Regional Government (KRG) enjoys de facto internal sovereignty, it operates as a confederacy between the PUK, which controls the security services and economy of Sulaimani and Halabja provinces, and the KDP, which oversees the security services and economy of Erbil and Duhok (Namdar 2021; Greaves 2019). Consequently, Israeli relations predominantly align with the KDP. Traditionally allied with Iran, the PUK has refrained from fostering such relations with Israel. Nevertheless, the PUK has tacitly consented to Israel’s presence in the KRG, allowing Israeli assistance and shipments to the region, given that the PUK controls half of the KRG. For instance, Israel has trained peshmerga forces and dispatched machinery to the region over the last two decades (Romano and Rojhelat 2019, P:175). Despite these engagements, the primary diplomatic relations with Israel are upheld by the KDP. Kurdish-Israeli Relations Today When Israel lost access to Bashur following the Iranian revolution, the most likely opportunity for a return presented itself after the ousting of Saddam Hussein. Reports of Israeli intelligence presence in Bashur emerged after 2003, indicating an interest in monitoring Syria, Iran, and Iraq (Hersh 2004). In 2022, Iran claimed responsibility for bombing a mansion in Erbil, alleging it housed a group of Israeli spies (Yahya and Abdul-Zahra 2022). Despite the risks, the Kurdistan region, as Iran grows more muscular, sees potential benefits in maintaining ties with Israelis to exert influence on Washington through the pro-Kurdish Jewish lobby in the American Israel Public Affairs Committee (AIPAC) (Bengio 2014, P: 3). Although Israel openly supported the Kurdistan region’s independence referendum, this backing, while significant publicly, did not match the level of support on the ground. The referendum contributed to increased pressure from Baghdad, bringing the region to the brink of collapse, and justified an anti-Kurdistan alliance among Middle Eastern Shiites led by Iran (Bengio 2017). Additionally, Bashur lacks the necessary conditions to sustain itself as an independent state, being landlocked in a neighborhood that perceives a Kurdish state as an existential threat. Consequently, constitutionally guaranteed autonomy within Iraq could better protect the rights of the Kurds and serve as a more favorable ally for Israel. Israel’s support for the Barzanis could have been more beneficial if directed towards the Kurdistan Democratic Party (KDP) rather than solely to the Barzanis in the 1960s and now only the KDP, who had centralized military power. Ibrahim Ahmad and the Patriotic Union of Kurdistan (PUK) exposed Barzani’s relations with Israel for similar reasons, not implicating the KDP as they were leaders within the party (Bengio 2014). As a result, relations between Israel and the broader Bashuri factions never fully developed. Furthermore, present-day Israeli-Kurdish relations can be more accurately characterized as Israeli-KDP relations, especially within the Kurdistan Regional Government (KRG) framework, where the KDP dominates critical positions within the KRG. Israel’s support has been used by the KDP to consolidate power, leading to a weakened KRG. The KDP’s security services have become more oppressive, and KDP-controlled areas face criticism from the international community for suppressing journalists and activists (Human Rights Watch 2021). This strain on KDP-PUK relations has further weakened the Kurdistan region, undermining the goals of Israel’s Periphery Doctrine. Moreover, the KDP champions an independent Kurdistan, although practical feasibility could be better due to the region’s landlocked status. Israel’s assistance to the KDP in exporting oil independently from Baghdad, a policy tested to demonstrate survival capabilities, ultimately failed, leaving the Kurdistan region more vulnerable (Henderson et al. 2023). Now, the region is more divided, with a weaker economy and a shrinking population due to immigration (Namdar 2021) As a result, Kurdish-Israeli relations have become monopolized by the Kurdistan Democratic Party (KDP), creating increased risks for both sides. While it could be argued that the Patriotic Union of Kurdistan (PUK) may not actively seek relations with Israel, as mentioned earlier, the PUK has been part of the overall relations within the Kurdistan Regional Government (KRG). In 2008, when Jalal Talabani, Secretary-General of the PUK and President of Iraq, briefly met with Ehud Barak, he faced criticism. He clarified that the meeting was in his capacity as the general secretary of the PUK, not as the president of Iraq (Aljazeera 2008). Moreover, as Israel and the United States have distanced themselves from the PUK, the party has moved closer to Baghdad and Iran. This shift has weakened the KRG and could make Israel’s presence in the region tenuous, introducing increased uncertainty. Erbil has placed considerable expectations on AIPAC, believing it can persuade Washington to adopt policies it might not otherwise consider. It is important to note that while the Israeli lobby is influential, the assistance the U.S. provides to Israel is not solely because Israeli lobbyists convince Washington. Instead, it stems from recognizing that Israel is an indispensable ally to the U.S. in the region (Bar-Siman-Tov 1998). Israel remains the United States’ primary ally in the Middle East, possessing a robust military and contributing significantly to the development of advanced military and technological capabilities. On the other hand, the KRG remains a deeply divided polity without a considerable military force, where it is divided among many factions and parties, and many of the peshmerga lack basic training. An additional implication of a weakened Kurdistan Regional Government (KRG), where the secular model has faltered, is the increasing religious orientation among Bashuris. This shift occurs amid severe financial sanctions from Baghdad, and religious discourse has gained prominence in the region’s social media and media outlets. This failure of the KRG has partly resulted from the KDP-PUK divide, where they have yet to present a united front in Baghdad to secure the region’s budget share, making life more difficult for Bashuris over the past eight years. Exposing ties with Israel could further damage the already weakened legitimacy of the KRG, particularly considering the rising religious sentiments among the Kurdish population. Conclusion The Kurds, despite being one of the most significant nations globally, face challenges with fundamental political and social rights. There are three Kurdish polities in the Middle East—the Patriotic Union of Kurdistan (PUK), the Kurdistan Democratic Party (KDP), and Rojava. These entities have achieved substantial internal sovereignty, but their division has resulted in challenges and a renewed threat to Kurdish self-rule. The Kurds find themselves in a precarious position as their primary ally, the United States, is disengaging from the region, leaving them vulnerable to the interests of neighboring states. Israel, recognizing historical, cultural, and political affinities with the Kurds, has sought to establish strategic relations with them. However, the geopolitical complexities of the region and Kurdish internal divisions have hindered their ability to leverage these relations to secure their political survival. Despite Israel’s assistance in helping the Kurds reorganize and adapt to regional realities, the Kurds have yet to capitalize on these opportunities fully. Bashuri politics have provided justifications for regional powers to take action against the Kurds due to their relations with Israel.

Former Japanese Prime Minister Taro Aso is an outspoken advocate of Japan’s joining AUKUS – as reflected in his recent speech in Canberra to the AIIA. He also has a record of hawkish comments on Taiwan, but how much influence does he wield within the Japanese government and in his own party? Vice-President of Japan’s ruling Liberal Democratic Party (LDP), Taro Aso, was typically outspoken in his speech to the Australian Institute of International Affairs Gala Dinner in Canberra in November, advocating that Japan be added to the AUKUS group. Not only did he claim that Japan’s participation in AUKUS would “contribute greatly” to Australia’s moves to strengthen its submarine capabilities, but he also advanced a strategic argument to justify his position asserting: “Australia is a clear choice” as a new ally for Japan in countering China. He reasoned that as China was out “to control the second line of islands (from Japan’s Izu Islands to Guam) with its maritime power,” this would serve to restrain US naval activities in the region, hence the need for more cooperation among Japan, Australia, and the United States. While explaining that the establishment of a group called “JAUKUS” was “his personal idea,” Aso also argued that it would be “symbolic” and would “send a message” to deter China. He added that Australia and Japan could build allied relations (domei kankei) based on three commonalities: they were both located on the same “vertical line” in the Pacific Ocean; they shared the same democratic philosophy, and they were both US allies. If the three countries were to join forces, “US deterrence in the Indo-Pacific would be doubled, tripled, or even quadrupled.” Japan’s joining AUKUS would also “allow the United States, Australia and Japan to speak with one voice to signal their opposition to a change of Taiwan’s status through force.” Aso has a record of making hawkish comments on Taiwan and a reputation for being one of Taiwan’s strongest supporters among Japanese politicians. In early August 2023 he conducted a three-day visit to the country – the highest ranking LDP official to visit the island since 1972 when Japan officially severed diplomatic ties. The objective of his visit was to underscore Japan’s support for Taiwan by holding talks with President Tsai-Ing Wen and other senior politicians as well as discussing regional security issues, semiconductor supplies critical to the Japanese economy, and other issues relating to economic security. At Taiwan’s Foreign Ministry Aso delivered a lecture on Japan’s defence policy and in a keynote speech at a security forum in Taipei, he argued that “Japan, the United States and other likeminded countries making it clear that they would be prepared to go to war to defend Taiwan…[was] the best way to deter a Chinese invasion.” He declared: “Friendly nations must be prepared to defend the island in the event of a Taiwan emergency….Beijing needs to be convinced that if push comes to shove, we will use our defensive capabilities to defend Taiwan….[adding] Clearly conveying that intention to the other side will serve as a deterrent….for Japan, Taiwan, the United States and other like-minded parties, displaying the resolve to fight will serve as a strong deterrent.” While his remarks appeared to be out of sync with the Japanese government’s “strategic ambiguity” on its response to a Taiwan contingency, Japan’s Mainichi newspaper claimed that Aso had consulted in advance with the Prime Minister’s Office (Kantei), Japan’s Ministry of Foreign Affairs, and the National Security Secretariat about what to say in his speech. Pointing out that Aso was Prime Minister Fumio Kishida’s so-called “guardian,” and that the LDP political heavyweight had played a key diplomatic role in the Kishida administration, the newspaper interpreted Aso’s message as a “carefully worded” warning from the prime minister that although Tokyo was strongly committed to pursuing bilateral reconciliation with China, it had no intention of compromising when it came to national security, including on the issue of Taiwan. These remarks echoed Aso’s clear statement in July 2021 when speaking at an LDP fundraising event as deputy prime minister, finance minister, and member of the National Security Council. He argued that “If a major incident happened [in Taiwan], it would not be strange at all if it touches on a situation threatening [Japan’s] survival. If that is the case, Japan and the U.S. must defend Taiwan together.” In January 2023, he had also called for a drastic strengthening of Japan’s defence capabilities, pointing out that if China were to invade Taiwan, the result could be a military conflict on Japanese territory, including Okinawa, and emphasising to the Japanese public that “one must defend one’s own country.” In his words, “In the event of a Taiwan contingency, it is only natural that the flames of war would fall on Japanese territories close to Taiwan, such as Yonaguni Island in Okinawa Prefecture.” In June 2023 Aso had also met with the Taiwanese Vice-President Wen-tsan Cheng during the latter’s visit to Tokyo where they discussed East Asian security, including the Taiwan situation. In terms of policy standing Aso wields influence as a former prime minister, deputy prime minister, and finance minister, and in terms of political authority wielded within the LDP, he has served as chairman of the party’s Policy Affairs Research Council – its highest policymaking body – and is currently vice-president of the ruling LDP as well as being the leader of the third largest faction in the LDP – the Shikokai. He also ranks second to the LDP’s secretary-general among the top six LDP executives who meet most frequently with the prime minister. He was one of a group of top LDP executives that Prime Minister Kishida consulted in early December 2023 about when to begin collecting the higher taxes necessary to finance a bigger defence budget. Aso, however, opposed the option of submitting legislation to the Diet that would set a schedule for legislation to raise taxes to fund the planned increases in defence spending. Moreover, he will not stay on as LDP vice-president when his current term expires in September 2024. However, having now reportedly “given up” on Kishida and looking to elect current Secretary-General Toshimitsu Motegi as his successor, Aso is endeavouring to remain the “kingpin” in a post-Kishida administration. At the same time, Aso’s views on JAUKUS are far from reflecting a consensus in his own party. In a domestic political context, the option is currently non-viable. Support for Japan’s participation in AUKUS extends no further than a few key figures in the LDP such as Digital Affairs Minister and possible successor to Kishida, Taro Kono, who has expressed strong support for Japan’s participating in AUKUS. Kono was one of the candidates in the race to become prime minister in October 2021 (a month after the launch of AUKUS), and when asked whether Japan should also seek to build nuclear-power submarines with assistance from the US and UK, he stated: “As a capability, it is very important for Japan to have nuclear submarines.” For the time being, however, far from support for the AUKUS option, there would be active resistance from within the LDP led by Kishida against Japan’s participating in AUKUS Pillar One – acquiring nuclear-powered submarines. As long as Kishida is prime minister, he will continue to promote the cause of nuclear disarmament and non-proliferation given his well-known “nuclear allergy,” reflected in his 2020 book entitled Toward a World Without Nuclear Weapons [Kakuheiki no nai Sekai e]. In early December he also vowed to “exercise leadership for the abolition of nuclear weapons” at a meeting of the International Group of Eminent Persons for a World without Nuclear Weapons held in Nagasaki. Moreover, Kishida believes strongly in maintaining a segregated framework of bilateral security relations with each of the AUKUS partners. In the short-to-medium term, the only politically viable option for Japan might potentially be to participate in the expanding field of so-called AUKUS Pillar Two hi-tech, military technology-related capabilities such as artificial intelligence, quantum technologies, hypersonic and counter-hypersonic capabilities, electronic warfare, defence innovation, and undersea capabilities. The Japanese government, for example, is currently promoting the development and use of autonomous underwater vehicles.

Beijing seeks normalisation of ties with Europe; however, for Brussels, reconciliation will be conditional on Beijing’s willingness to address fundamental divergences On 7-8 December, European Commission President von der Leyen and European Council President Charles Michel will be in Beijing for the 24th European Union (EU)-China summit, but the first in-person one in four years, taking place at a critical juncture in EU-China ties. At the previous EU-China virtual summit in April 2022, the Ukraine conflict was the primary talking point for the Europeans and other issues such as climate and economics were relegated to the back burner. This time, the focus is likely to be economics. A relatively constructive meeting between United States (US) President Joe Biden and Chinese President Xi Jinping on 15 November, which led to the resumption of US-China high-level military dialogue and Xi’s assurances on Taiwan, has contributed to paving the way for the EU to focus on ironing out economic irritants. Deficits, dependencies and de-risking With daily EU-China trade amounting to 2.2 billion euros, the EU is concerned about its widening goods trade deficit with China—400 billion euros in 2022—referred to by EU Ambassador to China, Jorge Toledo, as the “highest in the history of mankind”. In the context of China’s restrictive environment for foreign companies, the EU is keen for a level playing field and greater reciprocity in trade. Another major area of contention is Chinese overcapacity through subsidies in key industrial export sectors such as electric vehicles (EVs) that are undermining European automotive industries. The European Commission has already launched a probe for the EVs sector and is now considering other major sectors including wind energy and medical devices. In addition, Europe is heavily dependent on critical raw materials such as lithium and gallium from China, which are intrinsic to its green transition. While over 90 percent of the EU’s supply of raw materials comes from China, the EU aims to address this dependency through its Critical Raw Materials Act. Factors such as Chinese aggression in the South China Sea, human rights violations in Xinjiang, and pandemic-era supply chain disruptions have deteriorated European perceptions of China. The downswing in EU-China ties was further accentuated by Beijing’s posture in the Russia-Ukraine conflict and the failure of European leaders to coax China to positively use its influence with the EU’s most immediate security threat, Moscow. Thus, a major trust deficit has accompanied the trade deficit. On 6 November, only a month before the summit, von der Leyen in her speech warned against “China’s changing global posture” with its “strong push to make China less dependent on the world and the world more dependent on China”. While acknowledging China as Europe’s most important trading partner, she emphasised the “explicit element of rivalry” in the relationship. Another dialogue of the deaf? The EU and its member states are recalibrating their China policies, with countries such as Germany even releasing China-specific documents outlining their approach. The EU’s “de-risking” strategy aims to reduce dependencies in critical sectors, and through an expansion of its policy toolbox, the Union is implementing a range of measures including greater scrutiny of inbound-outbound foreign investments, anti-coercion instruments, and export controls for dual-purpose technologies. In this context of an evolving European approach, the upcoming summit is a much-anticipated one for EU-China watchers. Despite the strain in relations, high-level diplomatic exchanges have continued in full swing, many of which, such as von der Leyen’s visit to China in April, EU Trade Commissioner Valdis Dombrovskis’s visit in September, and EU Foreign Policy Chief Josep Borrell’s visit in October were conducted in preparation for this summit. A sluggish Chinese economy gives Europe room to wield its economic leverage. However, grey areas in Europe’s China policy remain, especially with regard to the implementation of measures and the need for more effective coordination, often compromised by a lack of unity amongst member states and tendencies of leaders such as French President Emmanuel Macron and German Chancellor Olaf Scholz to prioritise business interests over all else. Thus, straddling the fine balance between economic opportunities and security risks will continue to be a test for how Europe manages its interdependence with the lucrative Chinese market. Previous EU-China summits have not produced a joint statement, and according to sources, this summit is unlikely to produce one as well. Yet it is an opportunity for the EU to put forward unresolved concerns and forge some common ground. Without concrete deliverables, the upcoming summit risks being another “dialogue of the deaf” as Borrell famously described the previous one. Amidst renewed transatlantic solidarity, Beijing’s rhetoric indicates that it seeks normalisation of ties with Europe and a more independent European policy towards China away from Washington’s influence. Yet for Brussels, reconciliation will be conditional on Beijing’s willingness to address fundamental divergences.

Vladimir Putin held talks with President of the United Arab Emirates Sheikh Mohammed bin Zayed Al Nahyan in Abu Dhabi. The agenda included the current state of multifaceted Russia-UAE cooperation and prospects for the further expansion of ties, as well as topical international issues with a focus on the situation in the Middle East. Before the consultations began, an official welcoming ceremony for the Russian President was hosted by the President of the UAE at the Qasr Al Watan Palace. Foreign Minister Sergei Lavrov, First Deputy Prime Minister Andrei Belousov, Deputy Prime Minister – Minister of Industry and Trade, Russian co-chair of the Russian-Emirati Intergovernmental Commission on Trade, Economic and Technical Cooperation Denis Manturov, Deputy Prime Minister Alexander Novak, Deputy Chief of Staff of the Presidential Executive Office – Presidential Press Secretary Dmitry Peskov, presidential aides Igor Levitin, Maxim Oreshkin and Yury Ushakov, Russia’s Ambassador to the UAE Timur Zabirov, as well as Head of the Chechen Republic Ramzan Kadyrov, Central Bank Governor, heads of the Roscosmos State Corporation, Russian Direct Investment Fund, Rosatom State Corporation, Rosoboronexport, VEB.RF State Development Corporation, and other officials took part in the talks on Russia’s side. * * * Beginning of Russia-UAE talks President of the United Arab Emirates Sheikh Mohammed bin Zayed Al Nahyan (retranslated): Welcome, my dear friend Vladimir Putin, to the United Arab Emirates. I am glad to see you again. Let me begin by emphasising the historical nature of relations between the Russian Federation and the UAE. Over the past years, we have witnessed a substantial push to develop these relations in various spheres for the mutual benefit of our nations and people. I would like to express my great appreciation for your personal and effective contribution to strengthening our bilateral relations. In this context, I would like to say that the UAE is Russia’s biggest trade partner in the Middle East and in the Gulf Region. Let me note that the UAE is a major investor in the Russian economy. Investment in the non-oil sector increased by 103 percent over the past year. I would like to specifically mention that this is an unprecedented breakthrough which demonstrates the special nature of relations between our countries. I will be glad to continue working together on strengthening bilateral cooperation in various spheres. Of course, promoting development in energy, infrastructure, and high technologies, as well as elsewhere has special priority. In addition to this, I would like to mention that the United Arab Emirates and the Russian Federation have been working together and cooperating within various international frameworks. For example, we work together within BRICS and the Shanghai Cooperation Organisation, where the Emirates were granted dialogue partner status in May 2023. We are also developing and promoting the strategic dialogue between the Russian Federation and the Gulf Cooperation Council. This helps us reinforce our relations and expand them in various spheres, promoting a proactive exchange of views on key international and regional matters, as well as on key items on our bilateral agenda. Once again, Mr President, welcome to the United Arab Emirates. I wish progress and prosperity to the Russian Federation and its people. President of Russia Vladimir Putin: Your Highness, friends, First of all, I would like to thank you for inviting us and for this colourful and friendly welcome. The other day, the United Arab Emirates celebrated the 52nd anniversary of its founding. I want to congratulate you on this and I want to recall that the Soviet Union was among the first to recognise this independent, self-reliant, and sovereign state. Today, our relations – thanks to the position you have taken – have reached unprecedented heights. You and I are in constant contact, and our colleagues work together on a permanent basis. In fact, the United Arab Emirates is Russia’s main trade partner in the Arab world. Last year, trade grew by 67.7 percent. This year, I think, the figures will be even higher. The same goes for investment activity. There is also progress in industrial cooperation, by which I mean cooperation to build certain industrial facilities in the United Arab Emirates and in the Russian Federation. A number of major oil and gas projects are being implemented. We also cooperate through OPEC Plus. We certainly attach due importance to humanitarian ties. Tourist exchanges are making headway: last year, almost one million tourists from Russia – a little over 900,000 – visited the UAE. A Russian school has been opened, and we are grateful to you for ordering land set aside to build a Russian Orthodox church. We also cooperate internationally. As a non-permanent member of the UN Security Council, the United Arab Emirates makes a huge contribution to stabilising the situation in the world. We will certainly discuss with you the situation in the main hot spots, primarily, of course, the Arab-Palestinian-Israeli conflict. I will certainly inform you of the developments in the context of the Ukraine crisis. I am quite pleased that the United Arab Emirates is beginning to work within the BRICS system. In 2024, Russia will chair this organisation. We will continue contacts on this. We look forward to meeting you at the [BRICS] summit in Kazan in October 2024. The UAE is currently hosting one of the world’s most important environmental forums. The first results of the effort to implement the Paris Agreement are being summed up. As expected, you are holding this event at the highest level, and very many people in the world, even those who do not identify themselves with environmental movements, are certainly grateful to you for this work. A Russian delegation is also involved in this work at the highest level. We wish you success. I have no doubt that it will be so. Shukran! <…>

According to reports from Chinese media in late November, Beijing has refused to invest in the construction of the Power of Siberia-2 natural gas pipeline, proposing instead that Moscow fully cover the multibillion-dollar project. China also insists on substantial discounts for Russian gas, demonstrating strong “bargaining power” in negotiations with the Kremlin (South China Morning Post, November 24). Power of Siberia-2 is pivotal for Russia in mitigating the losses incurred after Gazprom’s withdrawal from the European market. As Western sanctions have weakened Moscow’s geopolitical leverage with its energy resources, Beijing has capitalized on the situation to increase energy flows to China at cheaper prices. Most economists argue that Moscow cannot fully compensate for the losses resulting from limited access to European markets. They also point out that the gas supplies currently flowing through the Power of Siberia-1 pipeline are already being sold to China at almost half the price of rates for the European Union and Turkey. Russian oil and gas analyst Mikhail Krutikhin emphasizes that Beijing has little interest in the construction of the Power of Siberia-2 pipeline, as China does not require large quantities of natural gas. He notes that the planned capacity of the new pipeline is 50 billion cubic meters (bcm), while Gazprom, on average, has exported 155 bcm to the West. According to Krutikhin, with the discounts, Russian gas exports to China do not even cover the operational costs of their extraction and transportation. The Kremlin, nevertheless, is forced to construct a second gas pipeline because it cannot guarantee the promised gas supplies of existing agreements without it due to the limited gas deposits supporting Power of Siberia-1 (VOA Russian Service, November 28). China’s exploitation of Russian vulnerabilities should not come as a surprise. Experts observed last spring that Beijing only supports Moscow to serve Chinese interests, for example, leveraging Russian anti-Western narratives in its own propaganda and treating the Russian Far East as a “resource colony” (see EDM, February 6). China will not assist Russia to its own detriment. Marina Rudyak, a professor of Sinology at Heidelberg University, believes that the Chinese government may genuinely fear that a Russian victory in Ukraine could strengthen Moscow’s influence in Central Asia and beyond (Svoboda, May 21, 2022). At the same time, Beijing has provided practical assistance to Moscow for projects personally important to Russian President Vladimir Putin. For example, China has actively shared its experience with censorship and digital control over the Internet since 2015, offering insights on the functions and capabilities of China’s “Great Firewall” (Kremlin.ru, June 5, 2019; Radio Free Europe/Radio Liberty, April 5). This cooperation, however, does not prevent China from competing with Russia for influence in Central Asia, the South Caucasus, and other regions (Gazeta.ru, September 20, 2019; see EDM, October 5, 2022, November 15, 2022, May 24, August 10). Moscow’s predicament lies in unrealistic expectations for cooperation with its “Eastern partners,” including China and other “non-Western” countries. Putin has repeatedly stated that the expansion of the BRICS countries (originally Brazil, Russia, India, China, and South Africa) will become a movement “against the hegemony and neo-colonialism policy of the West” (Izvestiya, August 23). In contrast, the organization’s members are not planning to sever relations with Western countries and are attempting to extract maximum benefits in finding a balance between the East and West. Another of the Kremlin’s unrealistic hopes was the dream of creating a single currency for BRICS members to strengthen Moscow’s ability to circumvent sanctions. Such talks began emerging in the Russian press at the end of last year (Sibnovosti.ru, December 3, 2022). By mid-summer, central Russian media predicted that the currency would be created in August, noting that the realization of this idea was “closer than ever before” (Moskovskij komsomolets, July 9). Pro-Kremlin experts discussed how the new currency would replace the “toxic and inconvenient” US dollar and be used for intergovernmental payments and settlements (Vechernyaya Moskva, July 3). The most optimistic among them speculated that the dollar might not withstand this challenge (Iarex.ru, May 17). Following the August BRICS summit, Russian officials were compelled to acknowledge that their partners had no intention of creating a single currency in the near future. On August 24, Foreign Minister Sergei Lavrov officially relented on Moscow’s hopes for a unified currency at the summit in Johannesburg (Rossiyskaya gazeta, August 24). That same day, South African Finance Minister Enoch Godongwana announced that the creation of a single currency had never been discussed within the BRICS format, even informally (Forbes.ru, August 24). A parallel situation of unrealistic expectations for allies is unfolding for Russia with Iran. In early 2022, Russia extended a credit line of $1.4 billion for the construction of the Sirik thermal power station in Iran, a debt that Tehran has yet to settle. In July 2022, Gazprom and the National Iranian Oil Company signed a memorandum of understanding and cooperation, leading to agreements on projects valued at $40 billion. These projects encompass the development of the Kish and North Pars gas fields and Russia’s involvement in the operations of the South Pars field (Nezavisimaya gazeta, November 7, 2022). Even with the agreements in hand, little tangible progress has been made. The lack of progress in joint Russian-Iranian projects closely mirrors the breakdown in Russian-Chinese cooperation with Power of Siberia-2. Independent analysts noted last year that Moscow should not anticipate Iran’s assistance in modernizing underdeveloped infrastructure along the “North-South” corridor. Russia has sought to develop this route to connect with the Persian Gulf and Indian Ocean via the Caspian Sea and Iran. Even if the new corridor is further developed, it will not be able to wholly replace the traditional transit routes Russia utilized before its war against Ukraine (Carnegie Politika, October 28, 2022). Russia is being increasingly forced to supply strategic resources to partners on highly unfavorable terms in exchange for minor displays of political support and assistance. In the long run, such a policy will likely result in significant losses for Moscow. While cooperation with China and Iran has improved in some areas, the current circumstances underline that, in the end, both Beijing and Tehran will pursue their own interests, even at Moscow’s expense.

Tunisia is beset by deepening political and economic challenges. President Kais Saied is transforming the country’s parliamentary system into an authoritarian presidential one that has become increasingly repressive. Arrests and convictions of opposition politicians have surged. Saied’s aggressive anti-foreigner discourse has fuelled xenophobic sentiment and contributed to a spike in violent attacks against sub-Saharan migrants. Economically, Tunisia is grappling with the fallout of a decade of sluggish growth compounded by a series of economic shocks since 2020. The nation’s public debt has soared, with significant debt repayments looming. As the country tries to deal with mounting financial constraints, its inability to attract foreign loans is further clouding its economic future. Saied now must decide whether to embrace a credit agreement with the International Monetary Fund (IMF) or potentially default on Tunisia’s foreign debt. Against this backdrop, the EU and, in particular, Italy have a pivotal role to play. They can either help steer Tunisia toward a more stable economic future or watch it descend into chaos. A worrying political and economic outlook While the protests that led to the Arab Spring began in Tunisia, the promise of a more democratic and egalitarian society in the North African country did not come to fruition. To be sure, the protests did lead to the overthrow of autocratic Tunisian President Zine El Abidine Ben Ali in 2011. Moreover, Tunisia was the sole country to emerge from the regional uprisings with a new democracy. That experiment, however, foundered after Saied – who was elected to the presidency in 2019 – seized a monopoly on power in July 2021. Over the past two years, he has replaced the country’s semi-parliamentary system with one lacking checks and balances, consolidating power in his hands. People’s fear of repression resurfaced. Since mid-February 2023, arrests and convictions of public figures, especially politicians, have accelerated, undermining a disorganised and divided opposition. Meanwhile, large sections of the population have focused on survival in the face of a worsening economic crisis and have increasingly disengaged from politics. President Saied has attempted to shore up his dwindling support by pushing nationalist policies. He has jailed members of the opposition in a move that seems aimed at bolstering his standing with swathes of the public who are frustrated with the former political class. Saied has also xenophobically accused sub-Saharan migrants of conspiring to change Tunisia’s identity, creating a climate conducive to repeated violent attacks against a vulnerable minority. Economically, the country is still reeling from a decade of slow growth. After the 2011 uprising, the Tunisian government combatted rising unemployment in part by hiring hundreds of thousands of civil servants. Today, the public sector is the country’s largest employer and half of the annual budget is spent on the public payroll. At the same time, public and private investment in infrastructure, research and other growth-enhancing spending items has dropped significantly, leading to a sharp decline in GDP growth. External factors also chipped away at the Tunisian economy. The Covid-19 pandemic brought a collapse in tourism. Russia’s invasion of Ukraine, meanwhile, led to a spike in commodity prices. Surging inflation – particularly in food prices – and shortages of basic goods have eroded Tunisian living standards. Against this backdrop, Tunisia’s public debt has skyrocketed, reaching nearly 90 per cent of GDP in 2022, with substantial financing requirements needed to maintain current levels of spending. Credit rating agencies have downgraded the country as it struggles to balance its budget. The latest downgrade took place in June, when Fitch lowered Tunisia’s rating to CCC- (well into junk status territory). As a result, access to international financial markets has been virtually shut off, given the prohibitive interest rates (over 20 per cent) that this sovereign rating would entail. While the current account deficit has shrunk and foreign currency liquidity has improved over the past few months because of an uptick in tourism revenues and remittances from Tunisians working abroad, servicing its external debt will continue to be extremely challenging. With 2.6 billion US dollars in repayments scheduled for 2024 (including a euro-denominated bond maturing in February, equivalent to 900 million US dollars), it is still unclear how the government will be able to secure sufficient funds to meet these liabilities. The 2024 budget draft anticipates loans from Algeria and Saudi Arabia, as well as other, as yet unknown, external sources. The IMF deal and the role of the EU Despite these financing difficulties, Tunisia has not yet signed a deal with the IMF. In October 2022, Tunisia and the IMF agreed on the terms of a 48-month, 1.9 billion US dollar loan aimed at stabilising the economy, but Saied rejected the deal, fearing social unrest from cutting subsidies and reducing the public sector wage bill. The IMF board postponed the deal in response. Since then, the president has remained steadfast in his rejection of what he calls “foreign diktats” from the IMF and Western states. The Europeans – in particular, Italy – have pressed the IMF to reopen negotiations and offered incentives to persuade Saied to accept a revised deal, despite their internal divisions on how to treat Tunisia. They are applying this pressure largely because the economic fallout from a debt default could further increase the number of people – both nationals and migrants from sub-Saharan Africa – leaving Tunisia for Europe. While some EU member states, such as Germany, have taken a more critical stance towards Kais Saied’s authoritarian turn, eventually the migration, security and economic interests of Italy and, to an extent, France seem to have prevailed within the EU. Due to its geographic proximity to Tunisia, Italy would receive a majority of a migration influx, at least initially. For this reason, the Italian government has reiterated its concerns over Tunisia’s economic situation on multiple occasions, while refraining from expressing any criticism of the country’s increasingly authoritarian turn and violent attacks against sub-Saharan migrants. The EU has offered incentives to Tunisia to accept a deal with the IMF. After Giorgia Meloni and later EU Commission President Ursula von der Leyen and Dutch Prime Minister Mark Rutte visited Tunis in June, they unveiled 900 million euros in macro-financial assistance conditioned on a deal with the IMF and 105 million euros for joint cooperation on border management and anti-smuggling measures to reduce irregular migration to Europe. Despite the sweeteners the EU offered, the likelihood of a revised deal between Tunisia and the IMF has receded. In August, Saied removed the head of government, Najla Bouden, who had been directly involved in the negotiations with the IMF, and replaced her with a more pliant official, Ahmed Hanachi. Since then, Tunisia hasn’t put forward a revised proposal to the IMF. In October, the president reinforced his position by sacking Economy Minister Samir Saied after the latter claimed that a deal with the IMF would send a reassuring message to Tunisia’s foreign creditors. Tunisia has also rejected part of the funds offered by the EU. On 3 October, Saied rejected the first tranche of EU financial help, declaring that this “derisory” amount ran counter to the agreement between the two parties and was just “charity”. The repercussions of this refusal on the rest of the EU’s financial incentives are unclear. A fork in the road There are obvious reasons for Tunisia to secure a loan from the IMF. It would send a reassuring signal to Tunisia’s foreign partners and creditors. It could encourage Gulf Arab states to provide additional financial support in the form of government loans and deposits with the central bank, and investment in the economy. That would provide the Tunisian government with breathing space. But implementation of reforms required under the loan’s terms could set off anti-government protests by the country’s main trade union (the UGTT) and, in turn, government-led repression. To forestall such a scenario, the president himself could incite protests and riots by using nationalist rhetoric to scapegoat the IMF for any unpopular measures required by the loan. A no-agreement scenario, however, would have much more severe and potentially even catastrophic consequences. Without a loan, Tunisia would struggle to find alternative funding sources to meet its scheduled foreign debt repayments. Saied could then resort to a politically motivated strategic default, followed by negotiations to restructure the country’s external debt. Some Tunisian economists and supporters of the president are advocating for this approach: they say that declaring bankruptcy on external debt would allow the government to hammer out a restructuring plan with creditors and argue that the impact on the economy would be fairly limited, thanks to Tunisia’s capital controls and its banking sector’s low exposure to foreign bonds. But this approach carries great risk, as a foreign debt bankruptcy could lead to a run on Tunisian banks and destabilise the financial sector. In addition, the government could end the central bank’s independence to print money, fuelling an inflation spiral. Politically, a default and its socio-economic repercussions could open the door to a dangerous spiral of social and criminal violence. It could also boost irregular outward migration, with Tunisians fleeing the growing political and economic chaos. Widespread protests may erupt against the disastrous social effects of the president’s failed economic policy, prompting a violent response targeting businesspeople and political opponents for their alleged links to the West, as well as Western diplomats and the local Jewish community. Balancing economic support and respect for rights In light of these two possible scenarios, the EU and Italy should continue to encourage the Tunisian authorities to negotiate with the IMF, which remains the least politically and economically destabilising option on the table for Tunisia, if carried out with due care. At a minimum, a revised deal should include reduced expenditure cuts compared with the earlier proposal, particularly in the context of energy subsidies. At the same time, Italy and the EU should exercise caution and avoid turning their understandable concerns about Tunisia’s stability into a blank check for the president. In particular, they should press the authorities to rein in the abuses perpetrated against migrants and stave off potential attacks against opposition politicians, businesspeople and the local Jewish community. Aside from humanitarian considerations, this would serve Italy’s overarching goal of curbing migration: after all, attacks against the sub-Saharan minority have spurred outward migration, a trend that would accelerate if government persecution becomes even more severe. While supporting the deal, however, the EU and Italy should also prepare for the possibility of Tunisia continuing to reject it and declaring a foreign debt default. In such a scenario, the EU should be prepared to offer emergency financing to the country to help with imports of wheat, medicines and fuel. In doing so, the EU should synchronise the positions of member states to prevent conflicting agendas. Schisms have already emerged between countries like Germany and Italy over how to address Tunisia’s authoritarian drift. For this reason, acknowledgement of the importance of internal stability could provide a common ground in overcoming divisions and helping prevent a new wave of anti-migrant violence.

In recent days, three Israeli-linked commercial vessels were targeted by ballistic missiles and drones launched by Yemen’s Houthi rebels, marking a clear escalation in maritime attacks in the critical Bab el Mandab strait between the Red Sea and Gulf of Aden. The Houthis have claimed responsibility for two of the attacks, as well as an earlier hijacking of a Japanese-operated cargo ship by helicopter last month. On Sunday, Houthi military spokesperson Yahya Saree reemphasised that all Israeli-affiliated vessels travelling along the Yemeni coast would be fair game if Israel does not cease its attacks on Gaza, which have claimed the lives of at least 15,500 Palestinians since October 7. Who are the Houthis? The Iranian-backed Houthis, also known as Ansar Allah, are insurgents that control most of Yemen’s north, including the nation’s capital, Sana'a. The group emerged in the 1980s as a political-religious revivalist movement out of the Zaydi sect from Yemen’s northern highlands, namely the ancient city of Saada. The movement’s broad motivations emerged from longstanding grievances that left many Zaydis feeling like second-class citizens within the wider Yemeni social and political order. Many in the Houthi leadership received religious education in Iran before returning to Yemen in the early 2000s and becoming more politically active. The Houthis are not mere Iranian “proxies”, however. Attempts to portray them as such tend to overemphasise this connection and ignore the indigenous nature and causes of the movement and its ideology. The group engaged in ongoing struggles against the Ali Abdullah Saleh-led Yemeni government throughout the 2000s, ultimately contributing to its collapse following the 2011 Arab revolts. Following the Arab Spring and increasing chaos in Yemen, the Houthis gained significant momentum. In 2014, they were able to oust the Saudi-backed transitional government and seize power over much of Yemen, rapidly blitzing into the country’s south – a move that shocked international onlookers in its brazenness and efficacy. In response, a Saudi- and Emirati-led coalition launched a military intervention, which they believed would rapidly overwhelm the insurgents with their technological superiority. The operation went awry, however. Thanks to their own tenacity, along with increasing support from Iran, the Houthis were able to bog down the coalition forces into a bloody stalemate. This brought untold misery to the wider Yemeni population, but allowed the Houthis to hold onto power over much of the country’s north. A series of backchannel negotiations led to a halt in the fighting in 2022. Although peace talks officially commenced in April, Yemen remains in a state of precarious peace. Because this is such a critical time for the Houthis, it begs the question: why are they risking their hard-won gains over a conflict thousands of kilometres away that doesn’t directly involve them? Why Israel? The Houthis are part of the so-called “axis of resistance”, an alliance of proxy militant and insurgent groups that Iran has built throughout the region, including in Yemen, Lebanon, Iraq and Syria. Within this wider context, Israel has attempted to implicate Iran in Red Sea attacks, but Tehran denies it. To interpret the Houthi attacks on Israel as solely an extension of Iran’s wider geopolitical manoeuvring would be overlooking a crucial Houthi political strategy. The group’s support of the Palestinians is also a way of garnering domestic and regional support for its own position in Yemen. While many countries in the region have sought a detente with Israel in recent years, it’s clear that support for the Palestinians remains high among the wider Arab population. As such, the Houthis clearly see an opportunity to step into the vacuum and generate positive public opinion for their cause. This not only strengthens the Houthis’ authority at home, but is also critical to reinforcing the legitimacy of the Houthis as Yemen’s governing authority in the eyes of the international community. Why is the Bab el Mandab Strait important? Yemen has always been at the centre of regional geopolitics due to its strategic location on the Bab el Mandab Strait, also known as the “Gate of Tears,” which separates the Red Sea from the Gulf of Aden and the Indian Ocean beyond. Because vessels need to traverse the 30-kilometre-wide strait to travel between Europe and Asia (via the Suez Canal), it serves a pivotal role in global trade and energy security. Oil and natural gas shipments pass through the strait from the Middle East to Europe and North America. Historically, the strait is no stranger to conflict. In 1973, for instance, Egypt blockaded the strait to prevent ships from reaching Israel during the October war. The Houthis are aware of how critical this waterway is. And its attacks on the vessels, which may seem to be a nuisance for now, could potentially cause larger problems for Israel and its allies. For Israel, diverting its shipments to Asia around the southern tip of Africa – instead of through the Red Sea – would significantly increase shipping costs and transit times. Any disruption to this trading route would have serious global economic costs, as well. Global maritime insurance companies are already hiking their prices and limiting their coverage of high-risk shipping as a direct result of the Houthi attacks. The Houthi threat also serves to ratchet up the wider tensions in the region, potentially changing the calculus of the US and Israel, who might become more cautious in their actions as a result. For the Houthis, these provocations are ultimately low cost and high return. Given the insurgent, battle-hardened and dispersed nature of the group, for example, it would be difficult for Israel or its allies to try to respond to the attacks. So, as long as the war in Gaza drags on, the Houthis will likely continue to play a disruptive role and look for new ways to create uncertainty and risk in the region.

A meeting between Vladimir Putin and Crown Prince and Prime Minister of the Kingdom of Saudi Arabia Mohammed bin Salman Al Saud took place in the Saudi King’s al-Yamamah Palace. At the Conclusion of the Visit of Vladimir Putin to the Kingdom of Saudi Arabia a Joint Statement has been adopted. Beginning of Russian-Saudi talks Crown Prince, Prime Minister of the Kingdom of Saudi Arabia Mohammed bin Salman Al Saud (retranslated):We can find many topics and subjects of common interest, on which we are working together to promote stability and development around the world, including in the Middle East. Over the past seven years, we have achieved a lot in our bilateral relations, for example, in the energy sector, investment and agriculture. In addition, our political cooperation and interactions have had a positive influence on several Middle Eastern issues and helped enhance security. Moreover, our future political ties and cooperation will, no doubt, have a positive bearing on the international environment. We have broad and far-reaching opportunities ahead of us, and by seizing them we can work together for the benefit of our nations and the entire world. I would like to reiterate, Mr President, that you are a cherished guest here in Saudi Arabia. We welcome you on behalf of its government and its people. Welcome! President of Russia Vladimir Putin: Thank you. Your Highness, first, I would like to thank you for the invitation. We expected to see you in Moscow. I know that the circumstances have affected these plans. But, as I said, nothing can prevent the development of our friendly relations. Indeed, being in this region on a scheduled visit to the United Arab Emirates, I used your invitation to come and see you and all our friends that we have been vigorously developing our interaction with over the past seven years. That said, the next meeting will hopefully take place in Moscow. Mohammed bin Salman Al Saud (retranslated): Of course, we are ready. Vladimir Putin: Agreed. Indeed, the Soviet Union was among the first to recognise the independent state of Saudi Arabia. This was almost a hundred years ago. Our relations have developed in different ways during this time. Mohammed bin Salman Al Saud: I would like to note that it was the development of independence rather than the independence of a state that was recognised at that time. Vladimir Putin: In any event, we respected the will of the subjects of Saudi Arabia to build their future independently. Much has happened in our relations during this time, but over the past seven years, they have certainly reached a truly unprecedented level. This was achieved owing to the wise policy of your father, the Custodian of the Two Holy Mosques King of Saudi Arabia with your direct participation. We have stable, very good ties in political interaction, the economy and in humanitarian area. And, of course, it is now very important for all of us to exchange information and views on what is taking place in the region. No doubt, our meeting is timely. Thank you very much for your invitation, once again. Mohammed bin Salman Al Saud: Welcome! <…>