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한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском More European responsibility for a sustainable transatlantic relationship ' US geopolitical priorities will continue to shift to the Indo-Pacific region in the coming years, despite the warlike events in Europe. ' Regardless of the outcome of the US elections, it can be assumed that US defense resources will be withdrawn from Europe to the Indo-Pacific. ' Russia is already waging a hybrid war against NATO members in the form of sabotage, espionage, cyber-attacks, and disinformation. Militarily, Russia is threatening the European NATO partners. Europe must function as a credible deterrent against this threat. ' In view of the Russian war of aggression in Ukraine and possible further Russian expansionist ambitions, it is in Europe's own interest to be prepared for a possible partial withdrawal of US troops. ' The US is still the backbone of NATO's defense capabilities in areas such as reconnaissance and deterrence. European countries must contribute significantly more to their defense capability to complement US support and take over parts of it in the medium term. ' By collaborating with partners in the Indo-Pacific, Germany and other European NATO members promote interoperability and competence and signal to the US a willingness to contribute to security beyond the defense of the European Alliance area. ' Whoever rules from the White House after January 20, 2025, must consider the signal the US will send to China if support for Ukraine and engagement in NATO is scaled back. If Russia's war of aggression is successful, China will take note and draw its own conclusions. Introduction The US election campaign is being followed with great interest by security experts and transatlanticists in Europe. This is because the outcome of the election on November 5 will have a major impact on the future of NATO - and thus the most successful defense alliance of all time. This Monitor analyzes what an election victory by Donald Trump on the one hand and an election victory by Kamala Harris on the other could mean for the transatlantic alliance and how the European NATO partners must position themselves to keep transatlantic relations on a sustainable footing. The geopolitical priorities of the USA will continue to shift towards the Indo-Pacific region in the coming years, despite the warlike events in Europe. For decision-makers in Germany and other European NATO states, this means that there is an urgent need to consistently develop their defense policy and take responsibility for security policy. This is the only way to ensure peace and freedom in the European NATO states in the future. A decisive strengthening of European defense capabilities should be the key to shaping a sustainable and future-proof transatlantic partnership. Concerns about a second term for Donald Trump: Trumpproofing NATO There is concern in many European capitals that a second term in office for Donald Trump could have a decisive impact on the stability of transatlantic relations and NATO.1 The buzzword “Trumpproofing NATO” is therefore being used on both sides of the Atlantic to prepare for a possible second Trump administration. There are plenty of reasons for this. Trump has openly threatened to reduce the US troop presence in Europe, restrict intelligence sharing with NATO allies, cut a deal with Russia over Ukraine's head and revoke NATO's Article 5 security guarantee for those who do not contribute sufficiently.2 Take him seriously, not literally!  Trump's unpredictability is part of his political strategy. And so, Europe should prepare for various scenarios. The recommendation made by Republican MPs to their transatlantic partners at the recent NATO summit in Washington appears to be quite groundbreaking: Trump is not to be taken literally, but he should certainly be taken seriously.3 European decision-makers should also look at existing security policy ideas from Trump's environment, as he could - without a security policy strategy of his own - use these as a guide. “Dormant-NATO” - possible withdrawal of large parts of US troops  The concepts of conservative security policy pioneers such as Elbridge Colby4, Sumantra Maitra5 and Dan Caldwell6 are well-known. Colby was the architect of the national security strategy under Trump in 2018 and is considered a candidate for a top security policy post in a possible Trump II administration.7 Caldwell is Vice President and Maitra is a Senior Fellow at the influential Trump-affiliated think tank “Center for Renewing America”. The aforementioned experts advocate an increase in defense spending by European NATO members far above the 2014 target of two percent of gross domestic product.8 Furthermore, they call not only for increased burden-sharing, but also for burden-shifting within NATO.9 So far, Western Europe has acted as a free rider and exploited the US involvement in NATO (“freeriding”) - an insight that has long been shared by Republicans and Democrats, albeit in different tones.10 However, the Republicans go further: in view of rising debts, problems with recruiting soldiers and a defense industry that cannot keep up with the challenge posed by Russia and China, the US can no longer avoid a realignment of NATO.11 Maitra's “Dormant NATO” concept suggests that the USA should only be active in Europe with a limited naval and air force presence in future and would only operate in acute threat situations and in extreme emergencies with nuclear deterrence.12 The majority of the infantry, armored forces, logistics and artillery previously provided by the USA should therefore be provided by the Europeans.13 According to Maitra, the costly US leadership role in NATO is no longer in the interests of the United States, as Russia no longer poses an immediate threat to the US.14 Europe is therefore called upon to take over the conventional defense of its own continent, which is also justified by the fact that the US must focus its security policy resources on the Indo-Pacific and the protection of Taiwan. About Ukraine, Trump is considering a deal with Russia if he wins the election. The content of such a deal could be the end of NATO's eastward expansion and the rejection of NATO membership for Ukraine and Georgia. Trump could also negotiate with Russian President Vladimir Putin over Moscow's Ukrainian territorial claims - over the heads of Ukraine.15 JD Vance - Isolationist approaches of a vice-presidential candidate Donald Trump's vice-presidential candidate JD Vance also criticizes NATO and calls for US resources to be prioritized in Asia, particularly to deter a possible Chinese attack on Taiwan. However, his position on Ukraine stands out in particular: he is completely opposed to US military aid for Ukraine.16 Vance believes that Ukraine cannot win the war against Russia in purely numerical terms and is in favor of negotiations with Russia.17 Another accent of the vice presidential candidate is his clear criticism of the rules-based world order. With him as Vice President, a break with the traditional foreign policy of the United States could become more likely.18 However, Vance has also shown himself to be very changeable in terms of his opinions and convictions, which is why he - like Trump - is difficult to assess overall. Despite the ambiguities and versatility that Trump and his foreign and security policy makers stand for, they are united by a tendency towards isolationism and criticism of NATO. Although a withdrawal from NATO is unlikely, Trump could drastically reduce the US role in the European security architecture. A Trump II scenario could pose further dangers for Ukraine in particular. Continuity under Kamala Harris? While the transatlantic agenda of a Democratic presidential candidate Biden was considered predictable, the nomination of Kamala Harris has brought a new dynamic to the debate about the future of transatlantic relations in case of a Democratic victory. Against this backdrop, it makes sense to look at the defense policy approaches that a Kamala Harris presidency could entail. Would Kamala Harris mean continuity in transatlantic relations? Would Harris be a transatlanticist? Kamala Harris gained important insights into foreign and security policy not only as Vice President, where she was present in the Oval Office or Situation Room for all important foreign policy decisions,19 but also as a Senator on the Home-land Security and Intelligence Committees. This applies to the investigation into Russian influence on the 2016 US elections in the Intelligence Committee, which is also likely to have shaped her view of Vladimir Putin.20 Kamala Harris is regarded as an advocate of transatlantic cooperation. As Vice President, Harris took part in Ukraine peace conference in Switzerland in the summer, met with Ukrainian President Volodymyr Zelensky six times and attended the Munich Security Conference three times. There she reaffirmed the USA's unwavering commitment to NATO and Article 5 of the North Atlantic Treaty.21,22 Her previous statements during the election campaign - particularly at the Democratic Party conference - also indicate that her foreign policy approach will continue to be in line with Joe Biden's NATO policy. Harris emphasized the importance of alliances, her commitment to NATO and her support for Ukraine against the Russian occupation. In the TV duel against Donald Trump, she described NATO as “the greatest military alliance the world has ever known ”23 and announced that she would continue to support Ukraine if she won the election. However, she left open whether she would supply Ukraine with added weapons or authorize the use of American weapons against targets on Russian soil.24 Her current security advisor, Phil Gordon, a proven expert and friend of Europe, is also being touted as a candidate for a high-ranking position in a possible Harris administration.25 There are therefore initial indications that the transatlantic alliance would continue to play an important role in foreign and security policy under Kamala Harris. Tim Walz: Foreign policy profile Harris' candidate for Vice President, Tim Walz, does not yet have a clear foreign policy profile. However, as a long-standing and high-ranking representative of the National Guard, he has ability in military matters. In the past, he has spoken out against military operations in Iraq, Syria and Yemen.26 He also joined Republican politicians in 2016 who spoke out against cuts to the military, as it needs to be well funded in order to meet the challenges in the world.27 The China expert spoke out against Trump's trade arms race with China, but also denounced human rights violations. Walz clearly condemned the Russian war of aggression, signed a law as governor of Minnesota that ended the state's investments in Russia28 and expressed his support for Ukraine29. However, many of his foreign policy positions are unlikely to be completed and will depend on which advisors he chooses to surround himself with. Generational change in the White House Despite Kamala Harris' fundamental support for NATO, her inauguration would mark a generational change in the White House. While President Joe Biden, who was born three years before the end of the Second World War, was significantly socialized politically by the Cold War, Harris began her political career a good twenty years after the fall of the Berlin Wall and does not share the same historical ties to Europe. At the same time, Harris must respond to changing domestic and geopolitical realities. The United States is still the global superpower with a claim to military leadership. However, NATO has recently lost support in public opinion in the USA and the willingness to fund European defense is dwindling.30 Support for Ukraine is also viewed increasingly critically.31 There is also a consensus in broad circles of the Democratic Party that Europe must take more responsibility for its own defense. The economic policy agenda now announced by Harris in the election campaign would be enormously costly.32 This makes a significant increase in defense spending unlikely. The public, politicians and experts33 now perceive China as by far the greatest threat to the security and prosperity of the United States, and Harris is also concerned about China's quest for global political power. Harris has already announced at the party congress that she will ensure that America wins the competition for the 21st century against China.34 In view of increasing tensions in the Indo-Pacific, the transfer of additional military resources, particularly air force and navy, from Europe to the Indo-Pacific region will be unavoidable in the medium term. About NATO, the difference between a Harris and a Trump-led administration is likely to lie in the scope and speed of the withdrawal of US defense resources from Europe. While a withdrawal under Trump could be implemented quickly, an election victory for Harris is more likely to mean a gradual withdrawal and would give the Europeans time to position themselves better in terms of defense policy.35 NATO is still the most important instrument for European defense cooperation. Against the backdrop of the volatile security environment and the shift in priorities in the USA, Europeans must take on more responsibility for the defense of their own continent. This is the only way to ensure that NATO is still a successful defense alliance in the future. However, this debate should not be about Donald Trump or Kamala Harris, but about improving military capabilities to deter and defend against attacks on alliance territory. In view of the Russian war of aggression in Ukraine and possible further Russian expansionist ambitions, it is in Europe's own interest to be prepared for a possible partial withdrawal of US troops. This can only take place in close coordination with the USA and within NATO structures. Europe's security still depends on the USA. Because even if the European pillar of NATO is placed on a more stable footing, European security can only be guaranteed with American support for the near future. The USA is indispensable in NATO. The partners lean on its capabilities and are guided by developments. The US defense budget accounts for around two thirds of defense spending within NATO. There are currently around 85,000 soldiers stationed in Europe.36 This means that US defense spending is almost ten times higher than that of Germany, which has the second highest defense budget in NATO. A substantial proportion of US defense spending currently goes towards protecting European NATO members.37 At the same time, nine NATO countries, including Canada, Spain, and Italy, still spend less than two percent of their GDP on defense. Most of the so-called "strategic enablers", such as reconnaissance, aerial refueling and satellite communications, are currently provided by the USA, whose forces, in contrast to most European armies, are quickly deployable, combat-ready and equipped with sufficient stocks of ammunition.38 Despite all the debates that are taking place in this regard, the nuclear umbrella is likely to remain Europe's life insurance in the future. "New" threat situation requires a rethink. Russian President Vladimir Putin's speech at the Munich Security Conference39 in 2007 was followed by action: Russia's invasion of Georgia in 2008, its illegal annexation of Crimea and the start of the protracted conflict in the Donbass in 2014, its withdrawal from the arms control and security architecture and finally its invasion of Ukraine in 2022.40 The assumption is that, in the event of military success in Ukraine, Putin will declare further territorial claims and take military action. Security experts warn that Russia could press ahead with its imperial expansionism in just a few years and be capable of waging war against a NATO country.41 Russia is already waging a hybrid war against NATO members in the form of sabotage, cyber-attacks and disinformation.42 However, Russia is not the only threat to European security. From the Sahel to the Middle East, there are numerous complex challenges: Terrorism, ongoing conflicts and fueled instability on the southern flank have a negative impact on Europe. The resulting migration movements also have destabilizing effects. Military exercises with Chinese participation in Belarus and cyber-attacks on European NATO partners are also signs of China's growing claim to power in Europe. The ever-closer cooperation between China, Russia, Iran, and North Korea is a challenge for NATO. Decisive strengthening of the European security architecture for a sustainable transatlantic relationship For NATO to support a sustainable foundation, the European and German security architecture must be better secured and coordinated in the future. In the long term, defense spending in Europe should be increased beyond the envisaged two percent of gross domestic product and permanently integrated into national budgets. Resilience means creating resilience, deterrence, and defense capability. In the case of Germany, the threat situation and the resulting security policy requirements do not yet appear to be sufficiently anchored in political awareness. A consistent rethink is needed here. More efficient organization of defence structures and military procurement is needed. At present, the Bundeswehr is only partially capable of defending the country and the alliance, also in view of the gaps that have arisen due to the transfer of weapons and ammunition to Ukraine. A study by the Kiel Institute for the World Economy found that at the current rate of procurement, Germany would need up to almost 100 years to reach the military stocks of 20 years ago.43 Although the turnaround in Germany has been proclaimed, it has not been sufficiently driven forward politically and has not been set up sustainably in terms of financial policy - beyond the special fund. A consistent implementation of the turnaround for a defensible Germany would inevitably require painful savings elsewhere. This must be considered in the domestic political discourse to prepare the public for future necessities. This also includes the debate on compulsory military service and the creation of a new security culture in society. This will only be possible if the threat situation and, conversely, the need for a turnaround are communicated in all their urgency and consistency. In the German arms industry, ability building and close cooperation and coordination with European partners are of crucial importance.44 Promises made to NATO partners must be backed up financially, in terms of personnel, structure and material. While Russia has switched to a war economy, Europe is finding it difficult to significantly increase production. This also requires a stabilization of defence spending. To build up sustainable abilities, the industry needs planning security. And the budget, which provides for hardly any growth in defense spending, does not offer this.45 It is precisely this planning security that would enable the defense industry to create new jobs in the long term and thus take on employees who currently have less of a future in the weakening automotive industry, for example. The (not yet officially published) draft for the new National Security and Defense Industry Strategy, which aims, among other things, to ease access to loans and capital market-based financing for the security and defense industry (SVI), sends a positive signal. The draft states that the “SVI activities are fundamentally compatible with ESG criteria” (Environmental, Social and Corporate Governance) from the perspective of the federal government.46 Strengthening joint commitment in the Indo-Pacific It is not only the USA that has recognized the danger of China's desired supremacy in the Indo-Pacific. European NATO members also see increasing challenges in Asia and have an interest in supporting a rules-based order and free sea and trade routes in the Indo-Pacific, which is of crucial importance not least for an export nation like Germany. European NATO states, including Germany, are becoming increasingly involved in the Indo-Pacific region.47 At the anniversary summit in Washington in July, NATO toughened its tone towards China and clearly stated the danger posed by the ever closer cooperation between Russia, China, Iran and North Korea.48 At the same time, cooperation with the so-called Asia-Pacific 4, the NATO partner states Australia, Japan, New Zealand and South Korea in the Indo-Pacific, is becoming closer. This cooperation must be further strengthened, for which the partner countries Australia49 and Japan50 or the multinational maneuver RIMPAC51 are particularly suitable. By cooperating with like-minded partners in the Indo-Pacific and participating in multinational exercises and freedom-of-navigation operations (FONOPs), Germany and other European NATO members not only defend their interests and promote interoperability and competence, but also signal to their partner, the USA, their willingness to get involved beyond the defense of the European alliance territory and make a contribution to transatlantic security.52 NATO is not a one-way street: clearly communicating added value for the USA. Without the leadership of the United States, NATO will not be able to continue its success story. For this reason, it is crucial to convince the American side and to highlight the strategic interest of the US in preserving this treaty-based peace order and stability in Europe.53 In doing so, the European NATO partners should not only effectively communicate their defense policy progress, but also increasingly provide up-to-date data and figures on the benefits of NATO engagement for the US. The evidence shows that US security engagement has significant positive effects on US trade. According to calculations, trade losses that could result from a US withdrawal from international security commitments in the medium and long term would exceed the potential savings in defense resources.54 European partner states are also making significant purchases of military equipment in the US, as illustrated by the example of the F35 fighter aircraft, for which numerous European states have concluded purchase agreements.55 Since the Russian war of aggression against Ukraine, European demand for US military equipment has risen sharply and in 2023 the US Department of Defense recorded record sales of military equipment and hardware, particularly to European partners and allies.56 NATO's deterrent effect has been instrumental in preventing armed conflict in member countries since its start. The stability that the alliance guarantees therefore also relieves the strain on American resources. Whoever takes office in the White House on January 20, 2025, must consider the signal the US will send to China if support for Ukraine and involvement in NATO are scaled back. If Russia's war of aggression is successful, China will take note and draw its own conclusions. A vacuum in Europe would not only be used by Russia, but also by China to expand its presence and influence on the continent. A US withdrawal from NATO in favor of a stronger focus on its strategic rival China could therefore ultimately play right into the latter's hands. References 1 https://www.kas.de/de/web/auslandsinformationen/artikel/detail/-/content/tun-wir-genug (last request 15.08.2024) 2 https://www.csis.org/analysis/beyond-trump-proofing-natos-real-adversaries (last request 15.08.2024) 3 https://www.washingtonpost.com/national-security/2024/07/11/trump-nato-republicans-con-gress/ (last request 15.08.2024) 4 https://foreignpolicy.com/2024/07/31/elbridge-colby-trump-foreign-policy-military-china/ (last request 16.08.2024) 5 https://americarenewing.com/team/sumantra-maitra/ (last request 20.08.2024) 6 https://www.foreignaffairs.com/united-states/foreign-policy-republican-american-power (last request 02.09.2024) 7 https://www.politico.eu/article/former-president-donald-trump-ally-europe-joe-biden-us-elec-tions-pentagon/ (last request 16.08.2024) 8 https://www.politico.eu/article/trump-ally-warns-eastern-europe-to-rapidly-increase-defense-budgets/ (last request 21.08.2024) 9 https://ip-quarterly.com/en/nato-thrive-europe-needs-wake (last request 29.08.2024) 10 https://americarenewing.com/policy-brief-pivoting-the-us-away-from-europe-to-a-dormant-nato/ (last request 15.08.2024) 11 https://www.politico.com/news/magazine/2024/07/02/nato-second-trump-term-00164517 (last request 15.08.2024) 12 https://americarenewing.com/policy-brief-pivoting-the-us-away-from-europe-to-a-dormant-nato/ (last request 15.08.2024) 13 https://www.politico.com/news/magazine/2024/07/02/nato-second-trump-term-00164517 (last request 02.09.2024) 14 https://americarenewing.com/policy-brief-pivoting-the-us-away-from-europe-to-a-dormant-nato/ (last request 15.08.2024) 15 https://www.politico.com/news/magazine/2024/07/02/nato-second-trump-term-00164517 (last request 02.09.2024) 16 https://foreignpolicy.com/2024/07/18/j-d-vance-trump-foreign-policy-china-ukraine-vice-presi-dent-pick/ (last request 15.08.2024) 17 https://www.cfr.org/blog/meet-jd-vance-republican-vice-presidential-candidate (last request 29.08.2024) 18 https://www.cfr.org/blog/meet-jd-vance-republican-vice-presidential-candidate (last request 29.08.2024) 19 https://english.elpais.com/usa/elections/2024-09-02/kamala-harriss-foreign-policy-continuity-in-substance-a-new-style-in-form-and-the-hot-potato-of-gaza.html# (last request 02.09.2024) 20 Vgl. https://www.npr.org/2024/07/24/nx-s1-5049698/a-perspective-on-kamala-harris-poten-tial-foreign-policy-priorities (last request 08.08.2024)21 Vgl. https://de.usembassy.gov/de/rede-von-us-vizepraesidentin-kamala-harris-auf-der-muenchner-sicherheitskonferenz-2023/ (last request 08.08.2024) 22 Der Artikel 5 zum Bündnisfall der NATO sieht vor, dass im Falle eines bewaffneten Angriffs gegen ein Mitgliedsland, die anderen Mitgliedsstaaten dem angegriffenen Land Beistand leisten. Vgl. Nordatlantikvertrag: https://www.nato.int/cps/en/natohq/official_texts_17120.htm?selec-tedLocale=de (last request 08.08.2024) 23 https://www.youtube.com/live/SGRydccYp0c?si=L4RBnZ0pBsF_JGmm (last request 12.09.2024) 24 https://thehill.com/opinion/international/4874527-the-debate-failed-on-foreign-policy/ (last request 12.09.2024) 25 Vgl. https://www.politico.eu/article/philip-gordon-us-politics-kamala-harris-us-elections-eu-rope-joe-biden-emmanuel-macron/ (last request 08.08.2024) 26 https://foreignpolicy.com/2024/08/07/harris-walz-us-election-progressive-foreign-policy-war-israel-gaza-ukraine/ (last request 09.08.2024) 27 https://fpc.org.uk/us-presidential-election-what-would-a-harris-walz-foreign-policy-look-like/ (last request 02.09.2024) 28 https://www.cbsnews.com/minnesota/news/gov-walz-signs-bill-ending-state-investments-in-russia/ (last request 02.09.2024) 29 https://www.politico.com/news/2024/08/06/tim-walz-vp-harris-veterans-00172782 (letzter Ab-ruf 14.08.2024) 30 https://www.pewresearch.org/global/2024/05/08/americans-opinions-of-nato/ (last request 12.09.2024) 31 https://www.bbc.com/news/world-us-canada-67649497 (last request 09.08.2024) 32 https://www.washingtonpost.com/business/2024/08/16/kamala-harris-2024-policy-child-tax-credit/ (last request 19.08.2024) 33 https://www.c-span.org/video/?c5038077/pacing-challenge (last request 30.08.2024) 34 https://www.ft.com/content/5d50d474-dc4d-4504-8002-7a81874153a8 (last request 03.09.2024) 35 https://www.foreignaffairs.com/united-states/natos-missing-pillar (last request 21.08.2024) 36 https://www.bbc.com/news/world-44717074 (last request 09.08.2024) 37 https://www.politico.com/news/magazine/2024/07/02/nato-second-trump-term-00164517 (last request 03.09.2024) 38 https://ip-quarterly.com/en/nato-thrive-europe-needs-wake (last request 30.08.2024) 39 http://news.bbc.co.uk/2/hi/europe/6350847.stm (last request 04.09.2024) 40 https://ecfr.eu/publication/defending-europe-with-less-america/?amp (last request 03.09.2024)41 https://www.tagesspiegel.de/politik/wir-mussen-raketenabwehr-aufbauen-bundeswehr-sieht-russland-in-funf-bis-acht-jahren-zu-krieg-gegen-nato-fahig-11406908.html (last request 15.08.2024) 42 https://www.csis.org/analysis/beyond-trump-proofing-natos-real-adversaries (last request 15.08.2024) 43 https://www.ifw-kiel.de/de/publikationen/aktuelles/kriegstuechtig-in-jahrzehnten-deutsch-land-ruestet-viel-zu-langsam-gegen-russische-bedrohung-auf/ (last request 18.09.2024) 44 https://www.kas.de/de/web/auslandsinformationen/artikel/detail/-/content/tun-wir-genug (last request 15.08.2024) 45 https://www.dbwv.de/aktuelle-themen/verband-aktuell/beitrag/wuestner-sich-die-augen-zu-halten-reicht-nicht (last request 15.08.2024) 46 https://table.media/wp-content/uploads/2024/08/12162241/Entwurf_Strategie-Staerkung-SVI.pdf (last request 12.09.2024) 47 https://www.bundeswehr.de/en/organization/german-air-force/pacific-skies-24- (last request 05.09.2024) 48 Vgl. https://www.linkedin.com/pulse/nato-jubil%C3%A4umsgipfel-2024-mehr-verantwortung-zemle/ (last request 08.08.2024) 49 https://www.kas.de/de/web/auslandsinformationen/artikel/detail/-/content/fernbeziehung (last request 04.09.2024) 50 https://www.kas.de/de/web/auslandsinformationen/artikel/detail/-/content/die-zusammenar-beit-zwischen-japan-und-der-nato (last request 04.09.2024) 51 https://www.cpf.navy.mil/RIMPAC/ (last request 05.09.2024) 52 https://www.atlanticcouncil.org/content-series/memo-to/nato-leaders-indo-pacific/ (last request 05.09.2024) 53 https://youtu.be/2_djNsTnJcI (last request 14.08.2024) 54 https://www.rand.org/pubs/research_reports/RR518.html (last request 04.09.2024) 55 https://euro-sd.com/2024/07/articles/39541/f-35-in-europe-a-takeover/ (last request 04.09.2024) 56 https://www.defense.gov/News/News-Stories/Article/Article/3736017/dod-has-seen-huge-in-crease-in-military-sales-since-ukraine-invasion/ (last request 04.09.2024)

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском With Iran’s firing of some 180 ballistic missiles at Israel overnight, the Middle East is again on the brink of what would be a costly, ruinous regional war. Israel and its ally, the United States, shot down most of the missiles. Israeli Prime Minister Benjamin Netanyahu immediately vowed to retaliate for the attack. He called it a “big mistake” that Iran will “pay for”. The strike marked a dramatic shift in Iran’s calculations following weeks of escalating Israeli attacks on the leaders of its proxy groups, Hamas and Hezbollah, and their forces in both Gaza and Lebanon. Iran has traditionally outsourced its fighting to Hezbollah and Hamas. It has been very much concerned about getting dragged into direct confrontation with Israel because of the ramifications for the ruling regime – namely the possible internal dissent and chaos that any war with Israel might generate. When Hamas political leader Ismail Haniyeh was killed in Tehran in late July, Iran’s leaders said they would respond appropriately. They basically left it to Hezbollah to do that. And as Israel intensified its military campaign against Hezbollah in Lebanon in recent weeks, another Iranian proxy group, the Houthi rebels in Yemen, claimed to have retaliated by launching missiles and drones at Israeli cities and US destroyers in the Red Sea. Israel responded with airstrikes on Yemen. In this context, from the Iranian point of view, it looked like Iran was just sitting on the fence and not performing its leadership role in challenging Israel. So, to a large extent, Iran had to exert its role as the leader of the so-called “axis of resistance” and get into the fight. Fighting Israel is very much a pillar of state identity in Iran. The Iranian political establishment is set up on the principle of challenging the United States and freeing Palestinian lands occupied by Israel. Those things are ingrained in the Iranian state identity. So, if Iran doesn’t act on this principle, there’s a serious risk of undermining its own identity. A delicate balancing act Yet there are clearly serious risks to this type of direct attack by Iran. Domestically, the Iranian political regime is suffering from a serious crisis of legitimacy. There have been numerous popular uprisings in Iran in recent years. These include the massive “Women, Life, Freedom” movement that erupted following the death of Mahsa Amini in police custody for allegedly not properly wearing her hijab. There is also a major dissenting view in Iran that challenges the regime’s anti-US and anti-Israel state identity and its commitment to perpetual conflict with both countries. So, the authorities in Iran have been concerned that direct confrontation with Israel and the US would unleash these internal dissenting voices and seriously threaten the regime’s survival. It’s this existential threat that has stopped Iran from acting on its principles. In addition, Iran has a new president, Masoud Pezeshkian, who belongs to the reformist camp and has an agenda of improving Iran’s relations with the West. He has been talking about reviving the Iran nuclear deal with the international community, sending signals that Iran is prepared to talk with the Americans. But the problem is the regional dynamics have completely changed since that deal was negotiated with the Obama administration in 2015. Iran has been a pariah state in recent years – and even more so since the conflict between Israel and Hamas began a year ago. Since then, no Western country would deem it appropriate or politically expedient to engage in nuclear talks with Iran, with the aim of alleviating international sanctions on the regime. Not at a time when Iran is openly calling for the destruction of Israel, supporting Hezbollah and Hamas in their attacks on Israel, and now engaging in confrontations with Israel itself. So the timing is awful for Pezeshkian’s agenda of repairing the damage to Iran’s global standing. Ultimately, though, it’s not the president who calls the shots in Iran – it is Supreme Leader Ayatollah Ali Khamenei and the Supreme National Security Council who consider matters of war and peace and decide on the course of action. The supreme leader is also the head of state and appoints the head of the Islamic Revolutionary Guard Corps (IRGC). The IRGC generals have been advocating for more serious and resolute action against Israel ever since the war in Gaza started. And it looks like the supreme leader has finally listened to this advice. So, the regime has been maintaining a delicate balance of these factors:preserving Iran’s state identity and what it stands for in the region, and the need to manage internal dissent and ensure its survival. In normal circumstances, it was easy for Iran to maintain this balance. It could manage its internal opponents through brutal force or appeasement and advocate an aggressive foreign policy in the region. Now, the scales have tipped. From the Iranian perspective, Israel has been so brazen in its actions against its proxies, it just didn’t look right for Iran to continue sitting on the fence, not taking action. As such, it has become more important for Iran to emphasise its anti-American, anti-Israel state identity and perhaps deal with an acceptable level of risk coming from a rise in internal dissent. Where things go from here With its attack on Israel, Iran is also prepared for another risk – direct retaliation from Israel and all-out war breaking out. The conflict in the region is really going according to Netanyahu’s playbook. He has been advocating for hitting Iran and for the United States to target Iran. Now, Israel has the justification to retaliate against Iran and also drag the United States into the conflict. Unfortunately, Iran is also now prepared to see the entire Persian Gulf get embroiled in the conflict because any retaliation by Israel and perhaps the United States would make US assets in the Persian Gulf, such as navy ships and commercial vessels, vulnerable to attacks by Iran or its allies. And that could have major implications for trade and security in the region. This is the way things are heading. Iran would know that hitting Israel would invite Israeli retaliation and that this retaliation would likely happen with US backing. It seems Iran is prepared to bear the costs of this.

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском In Brief Australia has made a long-term commitment to developing cybersecurity capabilities across the Pacific Islands region. The emerging challenge is to ensure that Australia receives the best return on its investment across the region. With Pacific Island nations developing cybersecurity capabilities at different rates, a one size fits all approach will not work. When allocating development spending, Australia should target Pacific Island nations’ respective cybersecurity capability gaps and tailor assistance that aligns with the domestic priorities of each nation, while remaining bound to a consensus driven regional framework. The Australian government’s Cyber Security Strategy (2023–2030) underpins its long-term commitment to investing in the development of sustainable cybersecurity across the Pacific Islands region. These investments include spending AU$26.2 million on deploying cybersecurity experts to nations in the region and AU$16.7 million on helping these nations identify and address vulnerabilities to cyberattacks. This commitment reinforces two key points that underpin Australia’s regional security. First, as a leading regional economic partner and neighbour, Australia’s security and prosperity are intrinsically tied to its Pacific neighbours. Maintaining a strong and active presence is crucial to safeguarding Australia’s interests and preventing states with differing values and strategic goals from dominating the region at Australia’s expense. Second, Pacific Island nations face entrenched environmental and development challenges, such as their small size, lack of natural resources, geographical remoteness, high telecommunications and transportation costs and inadequate infrastructure. These factors limit their ability to develop sustainable cybersecurity capabilities without sustained assistance. These challenges expose Pacific Island nations — and by extension, Australian interests — to a heightened risk of cybercrime and cyber-enabled crime. With the region’s ability to develop cybersecurity capabilities being constrained by these challenges, Australia has a key role to play in both actively promoting its own strategic interests and helping Pacific Island nations enhance their foundational capabilities. The goal for the Australian government is to invest in regional cybersecurity development strategically, ensuring optimal long-term returns for its national interests and fostering sustainable development across the region. Australia will need to invest in identifying and remediating cyber vulnerabilities, reducing the likelihood of attacks and mitigating the impacts of attacks. These efforts could be supported by leveraging regional and bilateral frameworks to identify areas of shared cybersecurity capability interest and strengthening domestic legislation in Pacific Island nations to combat cybercrime and cyber-enabled crime.  The Pacific Islands Forum has developed the 2050 Strategy for the Blue Pacific Continent, the 2023 Lagatoi Declaration on Digital Transformation of the Pacific and the 2018 Boe Declaration of Regional Security as consensus-based multilateral frameworks. Through these mechanisms, Pacific Island governments have pledged to bolster regional cyber resilience, including safeguarding their national critical infrastructure. These pledges empower nations to work together on matters of shared interest while respecting their different levels of cybersecurity policy maturity and capability.  These forums provide an opportunity for Australia to target cybersecurity engagement and collaboration towards areas of mutual interest. Australia can also leverage bilateral agreements including the Fiji–Australia Vuvale Partnership and the Australia–Kiribati Tobwaan Te Reitaki (Nurturing Cooperation) Memorandum of Understanding to focus cybersecurity investment on areas of strategic interest and to reinforce strategic values and priorities.  The likelihood of cyberattacks targeting Pacific Island nations, and consequently Australian interests in the region, is closely tied to the effectiveness of each nation’s cybercrime legislation. Strengthening these laws typically reduces the probability of cyberattacks within a jurisdiction. Governments that enact robust legislation to combat cybercrime enhance protection for Australia’s regional cybersecurity interests. Conversely, nations with inadequate cybercrime provisions pose higher risks of data compromise affecting Australian interests. While multilateral declarations commit Pacific Island nations to working together on matters of shared interest, they are not legally binding and rely on nations implementing domestic cybersecurity-related legislation to enact the intent of these declarations.  The state of domestic cybercrime legislation varies across the region. Several nations, including the Federated States of Micronesia and Palau, have not committed resources to developing or uplifting domestic legislation pertaining to cybercrime and cyber-enabled crime. Others, including Tuvalu and Nauru, have established foundational legislation to define cybercrime and related matters.  In contrast, nations including Fiji, Kiribati, Tonga and Australia have partnered with the Council of Europe to collaborate on the creation and improvement of domestic cyber resilience legislation, historically aligned with the Convention on Cybercrime (the Budapest Convention) and its protocols. Such legislation typically includes definitions of cyber crime and cyber-related crime, the ability to collaborate with law enforcement agencies and permission to exchange information to support cross-border cybercrime investigations.   Cybersecurity capabilities differ among Pacific Island nations, as each country develops its capacity to detect and counter cyber threats independently. Australia should expect that national governments will strengthen their cybersecurity capabilities at varying rates, reflecting their distinct domestic policy focuses and investment priorities. As nations evolve their ability to address cyber threats, their approach to regional engagement and collaboration on cybersecurity is likely to change. This dynamic relationship has significant implications for cyber diplomacy, especially regarding the targeting of support for cyber capability development, emphasising the importance of demand-driven cybersecurity development assistance. Nations with an open approach to engagement typically demonstrate a willingness to engage with regional and development partners and are more likely to collaborate on shared interests. These nations prioritise cyber resilience policies that promote domestic self-reliance while aligning with international standards, treaties and conventions. On the other hand, nations with a closed approach are likely to prioritise the development and maintenance of domestic cyber resilience capabilities over regional engagement and collaboration. These nations are less inclined to identify and collaborate with development partners and other stakeholders on shared interests and instead prioritise cyber resilience policies that promote domestic self-reliance. Australia’s investment will be best served where it responds to this demand-driven approach by targeting the domestic cybersecurity policy priorities of each partner nation based on their relative cybersecurity capability maturity and approach to collaboration. Examples of this demand-driven approach in action include the Fiji–Australia Vuvale Partnership and the Australia–Kiribati Tobwaan Te Reitaki (Nurturing Cooperation) Memorandum of Understanding, which each allow Australia to provide targeted bilateral assistance for information sharing, collaboration and cybersecurity capability building that aligns with both nations’ interests. https://doi.org/10.59425/eabc.1727215200

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском In the 21st century, populism has resurfaced in Latin America, but it has also emerged as a political force in other developing countries, as well as in Eastern European countries and several advanced industrial democracies. The support for populism in Latin America offers a lens through which to understand this phenomenon globally. In countries like Venezuela, Bolivia, Ecuador, and Nicaragua, citizens voted for populist presidents multiple times between 1998 and 2019, also expressing their support through moderately high approval ratings. Over time, however, some of these leaders transitioned from populism to authoritarianism, as seen in Venezuela and Nicaragua around 2018. This shift marks a critical point in understanding how populism can evolve into more repressive forms of governance. The most recent wave of Latin American populism began with Hugo Chávez’s election in Venezuela in 1998, followed by Evo Morales in Bolivia, Rafael Correa in Ecuador, and Daniel Ortega in Nicaragua. These leaders, despite their populist appeal, took an authoritarian drift, accumulating power, limiting political opposition, and undermining checks and balances. They co-opted state institutions and placed constraints on independent media, distorting the democratic process. It is crucial to distinguish between the social-democratic left, seen in countries like Uruguay, Brazil, and Chile in the early 2000s, and the populist left in Venezuela, Ecuador, Bolivia, and Nicaragua during the same period. A new wave of populism emerged in Mexico and Brazil in 2018, and El Salvador in 2019, with leaders like Andrés Manuel López Obrador (AMLO) in Mexico and Nayib Bukele in El Salvador. While these leaders still enjoy high levels of support, they have also resorted to undemocratic tactics to bolster their executive power. Support for populist leaders in Latin America is not monolithic. It can be linked to various factors, including ideology, policy preferences, and perceptions of presidential performance. Populist supporters can be categorized into two distinct groups: “convenience followers” and “hardcore supporters.” Convenience followers are willing to support populist leaders temporarily, based on perceived performance, while hardcore supporters remain loyal despite undemocratic actions. In examining the dimensions of support for populism, it becomes clear that demographic variables, while relevant, are not as significant as other factors. For example, in many countries, women and more educated citizens tend to be less supportive of populist leaders. Ethnic identity also plays a role, particularly in countries like Bolivia. However, these factors alone do not fully explain the appeal of populist leaders. Ideology and policy preferences are crucial in understanding the support for populism. Those who identify with the political left were more likely to support leftist populist presidents in countries like Venezuela, Bolivia, Ecuador, and Nicaragua, while those on the right were more inclined to support right-wing populists like Jair Bolsonaro in Brazil. This alignment suggests that populist leaders can effectively mobilize support by appealing to the ideological preferences of their base. The perceived performance of populist leaders also plays a significant role in their support. Populist leaders who can create the perception of a thriving economy, reduced corruption, and improved security are more likely to maintain high levels of support. This is true even when the reality may not match these perceptions, as populist leaders are often skilled at shaping public opinion to their advantage, especially when they attack critical media. Another important aspect of populist support is the relationship between citizens’ attitudes toward democracy and their support for populism. Paradoxically, populist supporters often express satisfaction with democracy while simultaneously endorsing authoritarian practices, such as unchecked presidential power and the suppression of opposition. This contradiction highlights the complex and sometimes contradictory nature of populist support. The distinction between convenience followers and hardcore supporters further illustrates the diversity of populist support. Convenience followers are pragmatic, supporting populist leaders as long as they perceive them to be effective. Hardcore supporters, on the other hand, are more ideologically committed and willing to overlook or even endorse undemocratic actions by their leaders. Both groups contribute to the persistence of populism, but hardcore supporters pose a greater risk to democratic institutions by legitimising authoritarian behaviour. In conclusion, the resurgence of populism in Latin America and beyond is a multifaceted phenomenon driven by a combination of demographic, ideological, and performance-related factors. While populist leaders may initially rise to power by tapping into legitimate grievances and desires for change, their tendency to undermine democratic norms and institutions poses a significant threat to the stability and health of democracies worldwide. Understanding the dynamics of populist support is crucial for those who seek to defend and strengthen democratic governance in the face of rising populist movements. These insights are taken from the author’s recent book: Explaining Support for Populism in Contemporary Latin America (Routledge 2024).

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Abstract  This paper looks at the development of Chinese exports to Central Asian countries after Russia’s invasion of Ukraine in February 2022. The analysis, which relies on export data from China to Asian countries at a general product level, shows that China’s exports to Central Asia have significantly increased since the start of the war. In particular, exports to Kazakhstan, Uzbekistan, and Kyrgyzstan have increased significantly. The analysis focuses on exports in Harmonized System (HS) categories 84, 85, 87, and 90. Many of the products sanctioned by the West in trade with Russia belong to these categories, but the categories also include many non-sanctioned products. Although the value of China’s exports to Central Asia is still smaller than direct trade with Russia, China’s exports – especially to Kyrgyzstan – have seen dramatic increases in the HS 84, 85, 87, and 90 categories. Along with the export growth from China to Central Asia, exports in these categories from Central Asia to Russia have also increased significantly.  Keywords: China, Central Asia, Russia, exports 1. Introduction  This policy brief sheds light on the development of Chinese exports to Central Asia after Russia’s invasion of Ukraine in early 2022. The analysis, which focuses on China’s dollar-denominated exports to Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan, and Uzbekistan between 2018 and 2023, is based on the monthly and yearly customs data on goods exports from CEIC, China Customs Administration, Kazakhstan Bureau of National Statistics, and UN Comtrade. The analysis considers exports from Central Asian countries to Russia in some key product categories in the same time frame. Data on Chinese exports to Russia and the rest of the world (excluding Russia and Central Asian countries) help broaden the analysis.  The European Union, the United States, as well as a number of other countries, imposed sanctions on Russia in response to its invasion of Ukraine in February 2022. The sanctions packages targeted trade, investment, and cooperation with Russia, including sanctions on exports and imports of goods and services. While China has yet to impose sanctions on Russia, Chinese companies increasingly face the threat of secondary sanctions.  There is evidence that trade sanctions imposed against Russia have been circumvented by redirecting trade through Russia's neighboring countries (e.g. Chupilkin et al., 2023) and that China exports to Russia dual-use goods exploited by the Russian military (Kluge, 2024). This analysis shows that Chinese exports to Central Asia increased significantly after the Russian invasion of Ukraine in 2022. The soaring trade with Kyrgyzstan, a relatively tiny economy, is particularly notable. Chinese exports to Kazakhstan and Uzbekistan also rose sharply. Exports from Central Asian countries to Russia in selected key export categories increased in 2022, with Kazakhstan’s exports growing significantly, making it the largest exporter to Russia among Central Asian countries.  The paper analyzes the export of China to Central Asia by examining Harmonized System (HS) categories 84 (Machinery), 85 (Electrical equipment), 87 (Vehicles), and 90 (Optical and medical instruments). Categories 88 (Aircraft) and 89 (Ships) were omitted from the analysis since their export volumes were irregular and the data are inconsistent. These categories are important since many of the sanctions goods belong to these broad categories and often involve sophisticated technologies essential to Russian military efforts. Additionally, China is a major technology producing country and Russia’s main supplier of sanctioned technology products (Simola, 2024). Not all products in these categories are subject to sanctions and instead the analysis here only provides a broad view of the development of categories with sanctioned products.  The three-part analysis in this brief begins with a discussion of the development of Chinese exports to Central Asian countries at a general level. We then consider Chinese exports to Central Asia in HS categories 84, 85, 87 and 90, and conclude with an overview of Central Asia country exports to Russia in the same HS categories.  2. Chinese trade relations with Central Asia  From a trade perspective, China dominates trade relations with Central Asian countries. Most Central Asian countries run trade deficits with China. While Central Asian countries are geographically proximate with China (Kazakhstan, Kyrgyzstan, and Tajikistan share borders with China), total exports to these countries have traditionally represented a small slice of China’s total exports. In 2018, for example, Kazakhstan accounted for around 0.5 % of China’s total exports, and the shares of China’s exports to Kyrgyzstan, Tajikistan, Turkmenistan, and Uzbekistan were between 0.01 % and 0.2 %. China’s exports to Russia in 2018 were around 2 % that year. In 2023, however, exports to Kazakhstan had grown to 0.7 % of China’s total exports, and exports to other Central Asian economies were between 0.03 % and 0.6 %. The share of exports to Kyrgyzstan grew from 0.2 % to 0.6 % in terms of China’s total exports. In comparison, Chinese exports to Russia in 2023 represented 3 % of China’s total exports. In terms of annual growth, Kyrgyzstan on-year increase between stands out, with Chinese exports (measured in dollars) growing by 150 % in 2021 and 110 % in 2022.  The countries in the region are not a homogeneous group. Their economies differ in size and trade patterns. Measured by GDP, Kazakhstan was the largest regional economy in 2023, with a GDP of $260 billion. The second largest was Uzbekistan ($90 billion), followed by Turkmenistan ($59 billion), Kyrgyzstan ($14 billion), and Tajikistan ($12 billion) (World Bank, 2024). China’s top export destination in 2023 was Kazakhstan ($25 billion) and Kyrgyzstan ($20 billion). Turkmenistan had the least exports ($1 billion).  In addition to Russia’s war of aggression, new trade routes and warm bilateral relations may have played a role in Chinese exports to Central Asia. New trade routes have opened under the Belt & Road Initiative, and Xi Jinping’s relations with the leaders of Central Asian countries have been generally friendly.  China has been particularly active in Kyrgyzstan, where it has helped to build several transport infrastructure projects to improve transport connections within the country and the region. Especially in mountainous areas, new transport routes and improved logistics connections could have a major impact on trade volumes. Kyrgyzstan also changed presidents in 2021 following snap elections to quell a wave of protest. Kyrgyzstan’s newly elected president, Sadyr Zhaparov, emphasizes China’s importance as Kyrgyzstan’s trading partner and investor, and has called for closer relations with China.  A new trade route from China to Kazakhstan was opened in the summer of 2023 during the China-Central Asia Summit. During Xi Jinping’s visit to Kazakhstan in 2022, the leaders announced to deepen bilateral relations.  Uzbekistan, Turkmenistan, and Tajikistan have established friendly relations with Xi and China. With regard to vehicle exports, it is worth noting that the re-export of cars through the Eurasian Economic Union to Russia previously received tax relief, a policy that ended this year. 3. An overview of  Chinese exports to Central Asia Between 2018 and 2023, China primarily exported textile and wood-related products, as well as machinery, electronics, and vehicles to Central Asia (Figure 1). Compared to China’s overall export structure to the world (Figure 2), the share of textile and wood products in China’s exports to Central Asia is significantly higher. In contrast, approximately 50 % of China’s global exports consist of machinery, electronics, and vehicles, whereas these categories account for about 30–40 % of China’s exports to Central Asia.   In dollar terms, Chinese exports to Central Asia grew by 170 % from 2018 to 2023. This growth parallels China's export growth to Russia, which increased by 130 % over the same period. For comparison, Chinese exports to the rest of the world grew by around 40 % in that period. The largest export growth was seen in Kazakhstan, Kyrgyzstan, and Uzbekistan (Figure 3), with exports to Kyrgyzstan experiencing an explosive increase at the beginning of 2021. While more moderate, export growth to Kazakhstan and Uzbekistan also took off in the first half of 2022. Chinese exports to Kazakhstan, which were valued at $11 billion in 2018, surged to $25 billion in 2023. Chinese exports to Uzbekistan tripled from $4 billion in 2018 to $12 billion in 2023. Chinese exports more than tripled to Kyrgyzstan during the period from $6 billion in 2018 to $20 billion in 2023. Chinese exports to Kyrgyzstan are significant given the country’s modest GDP. Growth in Chinese exports to Russia mirrors the growth in exports to Central Asia (Figure 3). In dollar terms, however, China's exports to Russia are about double to those of China’s total exports to Central Asia.   The largest export categories to Central Asia in China’s 2023 export structure were footwear, textiles, and clothes ($20 billion); machinery and vehicles ($11 billion); electronics ($3 billion); and iron and steel ($2 billion). Exports of iron and steel to Tajikistan, Kyrgyzstan, and Turkmenistan were minimal, but significant for Kazakhstan and Uzbekistan, with growth starting in early 2023.  Chinese exports of footwear, textiles and clothes to Kyrgyzstan (and exports generally) began took off in early of 2021 (Figure 4). Kazakhstan’s export growth in the same category started after Russia’s invasion of Ukraine in 2022. Exports of machinery and vehicles to Kazakhstan, Uzbekistan, and Kyrgyzstan (Figure 4) skyrocketed in 2023. Chinese exports of iron and steel to Kazakhstan and Uzbekistan also soared in 2023 (Figure 5). In the export of electronics, Uzbekistan stands out as exports from China more than doubled in 2023 from 2022 levels (Figure 5). Electronics exports to Kyrgyzstan started increase in early 2021 (Figure 5).     When examining annual changes in these export categories, the dollar-based annual growth of Chinese exports to Kyrgyzstan clearly stands out from other Central Asian countries across all export categories (see Figures 6 and 7). The annual growth to Kyrgyzstan began to increase in early 2021 and remains high throughout 2022. For instance, Chinese exports to Kyrgyzstan in electronics and in footwear, textiles and clothes peaked around 300 % in early 2022. Chinese exports to Turkmenistan and Tajikistan are significantly smaller in dollar terms than for other Central Asian countries, so they do not stand out in earlier figures. However, annual growth patterns show that China’s annual export growth to Turkmenistan and Tajikistan also rose in 2022.     This section examines Chinese exports to Central Asian countries in the HS categories 84 “Machinery,”1 85 “Electrical equipment,”2 87 “Vehicles”,3 and 90 “Optical and medical instruments.”4 HS categories 88 “Aircraft”5 and 89 “Ships”6 were omitted from the analysis since the export volumes were irregular and inconsistent. The data used in the analysis is the sum of HS8-level customs data for the respective category, so values may slightly differ from the actual HS2-level values.  China’s dollar-denominated exports in machinery (HS 84) increased in 2022 and 2023 from the pre-invasions period (Figure 8). Growth in exports is already apparent in 2022 for Kazakhstan, Kyrgyzstan, and Tajikistan, while the rise in Uzbekistan begins in 2023. Exports of machinery to Russia started to increase in 2021, with higher growth in 2022 and 2023 (Figure 9). China’s exports to the rest of the world in the same category rose through 2021, and decreased from 2022 to 2023 (Figure 9).   For electrical equipment (HS 85), China’s exports increased significantly compared to the period before the war, especially to Kyrgyzstan, where exports surged in 2022 and continued to grow in 2023 (Figure 10). China’s exports to Uzbekistan also surged in 2023. Exports to Kazakhstan decreased from 2021 to 2022, but grew in 2023, slightly surpassing the 2021 level. When examining Chinese exports to Russia, dollar-denominated changes follow a similar trend (Figure 11). During the same period, China’s exports to the rest of the world increased from 2021 to 2022 and decreased in 2023, a trend similar to that of machinery (Figure 11).   In the export of vehicles (HS 87), China’s exports to Central Asia followed a similar trend in exports to Kazakhstan, Kyrgyzstan, and Uzbekistan, i.e. initial growth in 2022 and strong growth in 2023 (Figure 12). Chinese exports to Russia also surged in 2023 (Figure 13). In the vehicle category, Chinese exports to the rest of the world grew steadily in 2021, 2022, and 2023 (Figure 13).   For optical and medical instruments (HS 90), China’s exports to Kazakhstan and Kyrgyzstan increased significantly in 2022, and grew further  in 2023, albeit at a more moderate pace (Figure 14). China’s exports to Uzbekistan increased post-invasion in 2022 and 2023, although export levels were similar to 2019 and 2020. Exports to Turkmenistan grew by 260 % in 2022 from the previous year, although this is less noticeable in the figures due to the smaller dollar value amounts related to other Central Asian countries. China’s exports of optical and medical instruments to Russia grew steadily, with a sharper increase beginning in 2022 (Figure 15). However, China’s exports to the rest of the world in this category decreased from 2021 to 2022 (Figure 15).   In summary, China’s dollar-denominated exports to Central Asia increased significantly over the past couple of years, particularly those to Kazakhstan, Kyrgyzstan, and Uzbekistan. Reflecting the general trend of China’s exports to Central Asian countries, the highest dollar amounts for Chinese exports involved products to Kazakhstan across all analyzed harmonized system categories. The most significant dollar-denominated export growth was observed for Kyrgyzstan: the annual growth rate of China’s exports in electrical equipment in 2022 approaches 400 %, and for vehicles nearly 500 % in 2022 and about 300 % in 2023. Additionally, in optical and medical instruments, China’s 2022 exports grew by nearly 300 % to Kyrgyzstan and Turkmenistan from the previous year. When comparing China’s exports to Central Asia with its exports to Russia, it is evident that the dollar value of China’s exports to Russia is higher than to Central Asian countries, and the dollar value changes in exports are also more significant. For instance, in 2023, China’s exports of machinery to Russia amounted to $24 billion, while exports to the entire Central Asia region were approximately $7 billion. In the electrical equipment category, China’s exports to Russia were $13 billion compared to $5 billion to Central Asia. In the vehicles category, exports to Russia were $18 billion, while exports to Central Asia were $8 billion. On the other hand, the annual growth rates of individual Central Asian countries are higher in percentage terms compared to Russia. For example, as illustrated in Figure 12, China’s exports to Kyrgyzstan grew from $41 million in 2021 to $1.5 billion in 2022, while China’s exports to Russia increased from $1.2 billion dollars to $1.8 billion in the same period. The annual growth rates for Russia do not exhibit similar spikes, nor do they significantly exceed the growth rates for any Central Asian country in any category. 5. Central Asian exports to Russia in HS categories 84, 85, 87 and 90 In the HS categories 84 (Machinery), 85 (Electrical equipment), 87 (Vehicles), and 90 (Optical and medical instruments), exports from Central Asian countries to Russia exhibited significant growth in 2022 (Figures 16 and 17), with continued expansion in 2023 (with the exception of Kazakhstan in vehicles and parts). In total, exports from Central Asia (Kazakhstan, Kyrgyzstan, Turkmenistan, and Uzbekistan) in these categories grew in 2022 by 600 % from the previous year. Notably, Kazakhstan was the biggest export in dollar terms. Its exports to Russia surged across all categories in 2022, with on-year growth rates for machinery, electrical equipment and sound devices, and optical and medical instruments ranging between 400 % and 600 %. In addition to Kazakhstan, Uzbekistan and Kyrgyzstan recorded substantial increases in exports in 2022, particularly in the machinery and electrical equipment categories. Kyrgyzstan’s exports machinery increased from $2 million in 2021 to $49 million in 2022, a jump of about 2,500 %. However, when comparing the Chinese exports to Kyrgyzstan in electrical equipment, the dollar value in exports to Russia seems considerably smaller. Thus, no direct conclusion should be drawn from the fact that higher quantities of electronics pass through Kyrgyzstan to Russia. Although not depicted in the graph, it is important to highlight Turkmenistan’s growth in the export of electrical equipment in 2023 when it grew from $2,075 (2022) to $3 million in 2023, onyear growth of approximately 200,000 %. Similarly, Uzbekistan’s annual growth in exports of optical and medical instruments was around 40,000 % in 2022. As to vehicles and parts, Kyrgyzstan’s export growth commenced already in 2021. In the optical and medical instruments category, both Kyrgyzstan and Uzbekistan experienced notable export growth, particularly in 2023. At the HS category levels of 84, 85, 87 and 90, data for Tajikistan’s exports to Russia were unavailable.     6. Conclusion Chinese exports to Central Asia have significantly increased since Russia’s 2022 invasion of Ukraine, with concurrent growth China’s exports to Russia. Notably, there was a substantial surge in Chinese exports to Kyrgyzstan prior to invasion. Chinese exports to Kyrgyzstan, which has a modest GDP, saw the largest dollar-value increase from 2021 to 2023 in the categories of footwear, textiles, and clothes, as well as machinery and vehicles starting in 2022. The annual growth rates in Chinese exports to Kyrgyzstan show clear increases in the major export categories in 2022.  In dollar terms, Chinese exports to Kazakhstan and Uzbekistan also rose significantly from 2018 to 2023. For Uzbekistan, the largest growth in China's exports began in 2021 in electronics. Exports to Kazakhstan grew the most in 2022–2023 in the categories of footwear, textiles, and clothes, and machinery and vehicles.  The trade categories with notable growth in Chinese exports to Central Asian countries were machinery (HS 84), electrical equipment (HS 85), vehicles (HS 87), and optical and medical instruments (HS 90). Generally, the steepest rise in Chinese exports to Central Asia occurred in the vehicles category, with significant increases in exports to Kazakhstan, Kyrgyzstan, and Uzbekistan in 2022 continuing to a sharp rise in 2023. The trend for Chinese vehicle exports to Russia is similar. It is worth noting that Chinese vehicle exports to the rest of the world also accelerated after 2020. Additionally, there was substantial growth in Chinese exports to Kyrgyzstan in the electrical equipment category in 2022 and 2023. In these categories, Chinese exports to Russia are significantly higher in dollar terms that exports to Central Asia. However, the annual growth rates in between 2018 and 2023 of Chinses exports to individual Central Asian countries have generally seen larger increases in percentage terms than those for Russia.  Exports from Central Asian countries to Russia in the selected key export categories increased significantly across all examined categories in 2022. Among Central Asian countries, Kazakhstan was the largest exporter to Russia in dollar terms from 2018 to 2023, with sharp growth in 2022 in all four categories examined in this paper. Additionally, the exports of Uzbekistan and Kyrgyzstan to Russia grew significantly in 2022, particularly in the categories of machinery, and electrical equipment. The most notable annual growth in exports was posted by Turkmenistan – an increase from $2,075 in 2022 to $3 million in 2023, a 200,000 % increase in electrical equipment exports from the previous year. References Chupilkin, Maxim and Javorcik, Beata and Plekhanov, Alexander. (2023). The Eurasian Roundabout: Trade Flows Into Russia Through the Caucasus and Central Asia. EBRD Working Paper No. 276, Available at SSRN: http://dx.doi.org/10.2139/ssrn.4368618 or https://ssrn.com/abstract=4368618 Kluge, Janis. (2024). Russia-China economic relations: Moscow’s road to economic dependence, SWP Research Paper, No. 6/2024, Stiftung Wissenschaft und Politik (SWP), Berlin, https://doi.org/10.18449/2024RP06 Simola, H. (2024). Recent trends in Russia’s import substitution of technology products. BOFIT Policy Brief 5/2024, June 2024.  World Bank, 2024, read 14.8.2024, https://www.worldbank.org/en/region/eca/brief/central-asia 1 Harmonized System code 84: Nuclear reactors, boilers, machinery and mechanical appliances; parts thereof.  2 Harmonized System code 85: Electrical machinery and equipment and parts thereof; sound recorders and reproducers, television image and sound recorders and reproducers, and parts and accessories of such articles.  3 Harmonized System code 87: Vehicles other than railway or tramway rolling stock, and parts and accessories thereof.  4 Harmonized System code 90: Optical, photographic, cinematographic, measuring, checking, precision, medical or surgical instruments and apparatus; parts and accessories thereof. 5 Harmonized System code 88: Aircraft, spacecraft, and parts thereof.  6 Harmonized System code 89: Ships, boats, and floating structures.

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Israel and Iran are at war. In truth, the two sides have been fighting for decades, but the conflict has played out largely under the cover of covert and clandestine operations. The recent actions of both sides in this once “shadow war” have changed the nature of the conflict. It is not clear that de-escalation is on the horizon. On Oct 1, 2024, Iran launched a massive, direct attack against Israel notionally in retribution for Israel’s dual assassinations of Hamas leader Ismail Haniyeh and Hezbollah’s chief, Secretary General Hassan Nasrallah. It was the second such barrage in six months. By many accounts, the previous Iranian attack against Israel on April 13 – which consisted of over 300 ballistic and cruise missiles and attack drones – caused very little damage to Israel. Perhaps because of this, and likely in part due to U.S. encouragement of restraint, Israel’s immediate military response then – an airstrike against a single advanced Iranian air defense system in the Isfahan province – was somewhat measured. Many onlookers saw the calibrated exchange in April as a possible indication that both sides would prefer to de-escalate rather than engage in ongoing open warfare. But further Israeli military operations since then have prompted escalatory Iranian military responses, forcing the conflict back out of the shadows. With Hamas’ capabilities and leadership degraded in the Gaza Strip, Israel’s military leaders announced in June that they were “ready to face” Hezbollah – the Iranian-backed Lebanese militant group whose persistent rocket attacks against northern Israel have caused tens of thousands to evacuate the area. Israel pivots north Israel’s pivot from Gaza toward Lebanon coincided with the July 31, 2024, assassination of Hamas’ political bureau chairman, Haniyeh, during his stay in Tehran. The purported Israeli operation was seen as an affront to Iran’s sovereignty. It was also an embarrassment that highlighted the vulnerability and permeability of Iran’s internal security apparatus. Even though Iran Supreme Leader Ayatollah Khamenei vowed a “harsh response” against Israel, by September Iran had taken no action. Tehran’s inaction caused many Middle East analysts to question if the Iranian response would ever materialize – and by extension, what that would mean for Khamenei’s commitment to his proxy forces. If indeed Iran’s leadership opted for restraint following the assassination of Hamas’ top political leader, the same could not be said for its reaction to Israel’s multiphase operation against Hezbollah in mid-September. Israel began with a clandestine operation to sow chaos and confusion in Hezbollah’s command and control through the means of sabotaged explosive communications devices. Israel then carried out airstrikes eliminating Hezbollah’s top leaders including Nasrallah. The Israeli military then launched what the country’s leaders describe as a “limited [ground] operation” into southern Lebanon to remove Hezbollah positions along the northern border. Tehran’s Oct 1. attack in response against Israel was, according to many Middle East experts and indeed Iranian military leaders, primarily a retaliation for the two high-profile assassinations against Hamas and Hezbollah leaders. These were certainly key factors. But as an expert on Iran’s defense strategy, I argue that Iran’s leaders also felt compelled to attack Israel for three equally, if not more important, reasons: to slow Israel’s advance in Lebanon, to save face, and to restore deterrence. Challenging Israel’s advance Iran hopes to slow and potentially reverse Israel’s successes against Hezbollah, especially as Israel embarks on ground operations into southern Lebanon. Of course, Israeli ground troops must now deal with what is perhaps the world’s most capable guerrilla fighting force – one that performed quite successfully during the 2006 Israel-Hezbollah war. Nevertheless, Israel’s ability to achieve a tactical surprise and eliminate Hezbollah’s top leaders – even in the midst of an ongoing localized war, and even after Israel’s leaders announced their intention to engage Hezbollah – reveals a far superior Israeli strategy and operational planning and execution capability than that of Hezbollah. And that presents a huge blow to what is seen in Iran as the Islamic Republic’s crown jewel within its “Axis of Resistance.” In this respect, the Oct. 1 retaliatory strike by Iran can be seen as an attempt to afford Hezbollah time to appoint replacement leadership, regroup and organize against Israel’s ground invasion. The brutal art of save face? It also serves to help Iran save face, especially in how it’s seen by other parts of its external proxy network. Orchestrated by the Islamic Revolutionary Guards Corps, or IRGC – Tehran’s primary arm for coordinating external operations – Iranian money, training, guidance and ideological support enabled and encouraged the Oct. 7, 2023, Hamas attack against Israel – even, as it has claimed, Iran had no prior warning of the assault. Since then, Hamas fighters have received almost no real-time support from Tehran. This lack of support has no doubt contributed to Hamas being successfully degraded as a threat by Israel, with many of its members either dead or in hiding and unable to mount a coherent offensive campaign, leading Israel’s military leaders to claim the group has been effectively defeated. Unsurprisingly, Iran is glad to enable Palestinians to fight Tehran’s enemies and absorb the human costs of war, because this arrangement primarily benefits the Islamic Republic. Once the fighting in Gaza started, the IRGC was nowhere to be found. Now that Israel has shifted its attention to Lebanon and scored several initial tactical successes against Hezbollah, Iran cannot afford to stand back and watch for two main reasons. First, a year of fighting in Gaza has demonstrated that Israel is willing to do whatever it takes to eliminate threats along its borders – including a willingness to withstand international political pressure or operate within Iran’s borders. And second, Iran’s proxy groups elsewhere are watching to see if Tehran will continue supporting them – or will abandon them, as it seemingly has done with Hamas. Reclaiming deterrence Perhaps above all, in Tehran’s calculus over how to respond is Iran’s need to restore a deterrence. The two defining features of Iran’s interrelated external, or “forward defense,” and deterrence strategies is its regional network of militant proxies and its long-range weapons arsenal, which includes a large number of advanced ballistic missiles, cruise missiles and attack-capable drones. These Iranian defense strategies seek to dissuade enemies from attacking Iran proper in two ways: first, by threatening Israel and other regional U.S. allies with punishment via proxy militia or long-range weapon attacks; and second, by offering scapegoat targets against which Iran’s enemies can express their rage. In effect, Iran’s proxy forces act as proxy targets that pay the costs for Iran’s hostile policies. Israel’s degradation of Hamas and ongoing operations against Hezbollah threaten to undermine Iran’s ability to deter attacks against the homeland. For the Islamic Republic’s leaders, this is an unacceptable risk. Who plays the next move? These interweaving imperatives likely prompted Iran’s leaders to launch a second massive, direct missile attack on Oct. 1 against Israel. How effective the strike will be in achieving any of Tehran’s aims is unknown. The Islamic Republic claimed that as many as 90% of the ballistic missiles reached their intended targets, while Israel and the United States characterize the attack as having been “defeated and ineffective,” despite unverified cellphone videos showing several ballistic missiles detonating after reaching land in Israel. What is almost certain, however, is that this will not be the last move in the conflict. Israel is unlikely to halt its Lebanon operation until it achieves its border security objectives. And Israeli Prime Minister Benjamin Netanyahu has vowed retaliation against Iran for its latest retaliatory attack. IRGC leaders met this warning with a counterthreat of their own that if Israel responds to the Oct. 1 attack militarily, Iran will again respond with unspecified “crushing and destructive attacks.” Rhetorically, neither side is backing down; militarily this may be true, too. The nature and scope of Israel’s next move will dictate how the war with Iran develops – but make no mistake, it is a war.

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Israel’s pager and walkie-talkie attacks on Hezbollah, which have been followed by an ongoing air campaign, signal a new phase in the conflict amid heightened regional tensions. The sophisticated remote pager and walkie-talkie attacks on Hezbollah on 17–18 September were followed by an intensive Israeli air campaign against the militant group, which is ongoing. These events were hailed by Israeli Defence Minister Yoav Gallant as a new phase in the country’s conflict with Hezbollah and a shift of gravity in Israel’s conflict from south to north. These actions, driven by intelligence breakthroughs and rapid decision-making, mark a critical moment in the ongoing conflict in the region and could have far-reaching implications for regional stability and Israel's political landscape. Israel’s ‘Use it or Lose it’ Moment The sensational events of last week were, arguably, a suboptimal military outcome for Israel. Israel has not publicly claimed responsibility for either attack, though the capability and intelligence from allies point to its involvement. The pager and then the walkie-talkie attacks were originally designed to be the opening salvo in a coordinated and total attack against Hezbollah. This would undoubtedly have been devastating, rendering communications obsolete for Hezbollah while being prepared to simultaneously hit hard with drone and missile strikes, maybe even alongside a ground incursion. Despite this careful planning, US sources have reported that Israel’s leaders were forced to either act instantly or risk losing this asset. This was a ‘use it or lose it’ moment, and has ultimately led Israel to ramp up its pressure on the north to follow what Hezbollah leader Hassan Nasrallah fairly identified as a ‘declaration of war’.  After the activation of the pager attack was forced upon Prime Minister Benjamin Netanyahu, Israel followed up with the movement of the 98th Division, a paratrooper division, from Gaza to the northern border on 18 September. In addition to this, Gallant visited aircraft bases on the northern border in the immediate aftermath of the pager attack. Israel then activated another of its assets in the walkie-talkie attack, another ‘use it or lose it moment’ as reeling Hezbollah security officials (as well as embedded Iranian officers) began to look for other infiltrations. Israel has since begun a brutal missile campaign against Hezbollah with strikes in Southern Lebanon as well as in Beirut, where Israel reported the successful assassination of Ibrahim Aqil, a senior Hezbollah commander. According to Lebanon’s Ministry of Health, these attacks killed almost 500 and wounded many more on 23 September alone. Israel’s ‘shock and awe’ strategy in Lebanon is clear, proving capability and intent to strike and eliminate targets at will until Hezbollah agrees to Israel’s demand to withdrawing its troops and missile silos to beyond the Litani River. After activating their pager asset, Israeli commanders were forced to activate their walkie-talkie asset before it was detected. The forced use of these two key assets led Netanyahu to believe that this was his best chance to push for a victory against Hezbollah with further missile strikes and assassinations. Israel’s ‘shock and awe’ strategy in Lebanon is clear, proving capability and intent to strike and eliminate targets at will until Hezbollah agrees to its demands What is clear is that throughout this last week Netanyahu has been led by events, and not the other way around. Despite this, he will be delighted that he is one step closer to reclaiming the ‘Mr Defence’ reputation that has seen him serve a record eight terms as prime minister. After the shock of 7 October and the hostages that Israel has not been able to bring home, this is a moment of victory for the Israel Defense Forces, Israeli intelligence services and Netanyahu himself in re-asserting the competence and superiority of Israeli capabilities.  Israel will ultimately hope that ramping up pressure on Hezbollah through its continuing assassination and missile campaign will force its troops back behind the Litani River (some 18 miles from the current border, as mandated by UN Security Council Resolution 1701). This would allow Israel to return 200,000 displaced refugees to cities and villages in the north and score a major political and legitimacy goal.  A Crushing Blow for Hezbollah For Hezbollah, the pager and walkie-talkie attacks represented the most significant failure for the organisation since the 2006 war. In three days, Israel’s intelligence services blatantly proved their ability to infiltrate and destroy Hezbollah’s command-and-control structures. This began with the remote detonation of several thousand pagers on Tuesday and was followed up by the remote detonation of thousands of walkie-talkies used by the terrorist group on Wednesday. For Hezbollah this is a serious blow that carries a number of serious implications for the group. Firstly, the successful outcome of the Israeli operation exposed  fundamental weaknesses in the group’s command-and-control mechanisms. Hezbollah already operates in an extremely difficult command-and-control environment due to extensive human intelligence and Pegasus spyware, where Israeli intelligence can compromise mobile phones simply by sending them a signal. This environment has forced Hezbollah to operate on a network of cells which rely on almost constant top-down delegation. The inevitable restructuring as well as the human capacity that Hezbollah has lost will hamper the group’s ability to effectively resist Israel’s attacks. Secondly, there has been an impact on Hezbollah’s legitimacy.  Israel’s attacks are a humiliation for the group, representing as they do a colossal security failure. Hezbollah’s inability to prevent the attacks and protect Lebanon (as it claims to do) makes its position extremely difficult. The severity of this legitimacy hit is demonstrated by Nasrallah being forced to admit that Hezbollah has suffered a major and unprecedented blow. Finally, Hezbollah’s position is made more difficult by its lack of credible options to respond. Hezbollah cannot afford a full-scale conflict with Israel and will be wary of giving Netanyahu the slightest justification for further attacks or a ground incursion.  At the same time, however, Nasrallah has furious internal stakeholders demanding revenge. The only real pressure valve available to him in this extremely difficult position is being able to claim attacks by the Axis of Resistance as consequences for Israel’s actions. This axis is comprised of an aligned group in the region, led by Iran and including Hamas, Hezbollah, the Houthis and various militia groups, who claim to resist Israel and its allies. Wider Questions for the Axis of Resistance This is a major test for the Axis of Resistance. Iran has watched seemingly powerlessly as Hezbollah, its ally, has been pummelled again and again by Israel. The refugees streaming out of Southern Lebanon towards Beirut are another example of the pressure Israel is applying on Hezbollah. Iran is also yet to respond to Israel’s assassination of Ismayel Haniyeh in Tehran in July. Iranian leaders and key Islamic Revolutionary Guard Corps figures will be increasingly frustrated that they have been unable to re-establish credible deterrence against Israel. This is a particularly sore point as it is fairly clear by now that their April missile and drone strikes against Israel were ineffective in achieving this. We can expect to see an evolving Iranian strategy that aims to place maximum diplomatic pressure on Israel through moves such as encouraging proxies to strike at Israel, as well as threatening regional stability and shipping lanes. We may also see Iran to make diplomatic overtures to the West to exert more diplomatic pressure. Hezbollah cannot afford a full-scale conflict with Israel and will be wary of giving Netanyahu the slightest justification for further attacks or a ground incursion Something to be aware of is that there are multiple smaller militia groups and individual cells within Hezbollah that have the potential for escalation. Many of these smaller or splinter groups may feel that they must respond to Israel with an independent attack that pre-empts or goes beyond Hezbollah’s so far very measured response. This danger is illustrated by previous attacks on UNIFIL in Southern Lebanon, such as the attack that resulted in the death of Private Sean Rooney in December 2022. If one of these smaller groups was to hit an Israeli population centre, either on purpose or by mistake, the tension could easily spill over into a larger-scale conflict. The US–Israel Relationship An interesting dynamic to note is that the pager attacks and subsequent missile campaign represent another case of Israel making aggressive decisions without first consulting the US. Prior examples of this include the decision to invade Rafah, rejecting any possibility of a future Palestinian state as part of negotiations, and missile campaigns on non-combat areas in Gaza. As the US is Israel’s main ally and security guarantor, this trend embodies the increasing risk appetite of the current Israeli government. This is likely due to an assessment of the strategic environment, particularly Iran’s reluctance to enter a full-scale conflict, but also represents a political calculation by Netanyahu. Once again, the only way for Netanyahu to safeguard his short-term survival is by taking decisions that ensure Israel remains in a state of conflict. Followers of Israeli politics will not need reminding that Netanyahu faces three criminal cases that will progress as soon as he loses the premiership. The escalation perhaps also reflects a weakness in the US’s security arrangements, as it has been unable to effectively dissuade and disincentivise its own allies from escalation. The US has made it very clear that its priority, especially approaching the presidential election, is for regional de-escalation. This is illustrated by the exhaustive diplomatic efforts made since 7 October to reach a settlement between Iran, Hezbollah and Israel in order to keep the border cool. When the new US administration takes office later this year, its first priority in terms of Middle East policy must be addressing the balance of power between Washington and the Israeli prime minister.

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском When the Israeli–Palestinian conflict escalated dramatically in early October 2023, many observers jumped to a grim conclusion that, from then onward, the Middle East was hurtling at an ever-increasing speed toward another major regional conflict. The military operation of the Israel Defense Forces (IDF) in the Gaza Strip was to be followed by fierce hostilities in the West Bank, then by a large-scale border clash between Israel and Lebanon, and, finally, by an Israeli–Iranian war, which had been looming on the political horizon for years and was literally just a step away, with the likely involvement of several key regional and global actors, including the United States. Limits to escalation  But in the 11 months that have passed since the Hamas attack on Israel, no major war has broken out in the Middle East. Israel, as predicted, is stuck in Gaza for long. The death toll among Palestinian civilians has passed 40,000, with the number of wounded approaching 100,000, and the number of refugees and internally displaced persons now in the seven figures. For the people of Gaza, everything happening there is not a targeted anti-terrorist operation, but an all-out war in every sense. While the neighboring West Bank also saw an escalation, it was much more limited—around 600 Palestinians and several dozen Israelis have died there over the past 11 months. This is still many times more than in previous years (28 people were killed there in 2020, 86 in 2021, and 146 in 2022), but it is clear now that the West Bank has not become a second Gaza today, nor is it likely to become one overnight. Along the line of confrontation between the IDF and Hezbollah forces on the Israeli–Lebanese border, nothing extraordinary has occurred so far either, except for a rocket strike at a soccer field in the town of Majdal Shams in the Golan Heights on July 27, which killed 12 Druze teenagers. True, Hezbollah has fired an unprecedented number of missiles at Israel over the past 11 months, up to 6,000 according to some reports. Israel, in response, has launched massive retaliatory and even preemptive strikes on southern Lebanon. But the preliminary results of this duel were relatively minor: 21 civilian and 20 military deaths on the Israeli side, and around 375 fighters and civilians killed on Hezbollah’s side. Even the latest attack on Sunday, August 25, which was announced in advance and involved 340 rockets along with dozens of Hezbollah drones, seems to have caused no significant damage to Israel. In any case, nothing comparable to the IDF’s deep incursion into southern Lebanon in July 2006 (known as the Second Lebanon War) is happening now or is likely to happen soon. In recent months, Israel has repeatedly demonstrated its willingness to escalate by conducting precision strikes on prominent figures of its adversaries. On April 1, the Israeli Air Force destroyed an Iranian embassy annex building in Damascus, killing 16 people, including Mohammad Reza Zahedi, one of the top military commanders of the Islamic Revolutionary Guard Corps. On July 30, senior Hezbollah operative Fuad Shukr was killed in a Beirut suburb, and on July 31, Hamas political chief Ismail Haniyeh was assassinated in Tehran (Israel never claimed responsibility for his death). After each of these incidents, experts predicted a sharp increase in the risks of escalation. But the Iranian leadership’s response to these developments was surprisingly restrained (as was Tehran’s earlier response to the assassination of Maj. Gen. Qasem Soleimani in early 2020 by the U.S. military in a Baghdad suburb). The leaders of most Arab states also showed restraint in their response to the events in Gaza. The highly emotional reaction of the Arab street did not translate into decisive actions comparable to the oil embargo imposed on Israel and its allies following the Yom Kippur War in October 1973. Efforts to further promote the Abraham Accords between Israel and the conservative Arab monarchies continued, albeit fading from the public eye. The only consistent supporters of Palestine were the stubborn Yemeni Houthis, who have attacked foreign ships in the Red Sea. However, it was Egypt—not Israel—that suffered the most from these attacks, losing nearly half of its revenues from the Suez Canal. Reasons for restraint  Although the trigger of a major regional war was pulled almost a year ago, the bomb itself never exploded. This situation calls for an explanation, particularly to assess the risk that the bomb might eventually detonate in the foreseeable future, among other things. One explanation for the current situation around Palestine lies in the distinct nature of Hamas, which has an ambiguous reputation in the Arab world. Cairo does not hold it in high regard, and Egypt’s current military leadership, not without reason, draws parallels between Palestinian radicals and the Muslim Brotherhood movement (banned in Russia) at home, which has been driven deep underground, but was, alongside Israel, among the founding fathers of Hamas. Damascus has not forgotten that at the beginning of the Syrian civil war, Hamas sided with the political opposition rather than President Bashar Assad. Opinions of Hamas are divided in the Gulf states—while the group can count on some patronage and even political support in Doha, Abu Dhabi is much more skeptical and doubtful of the former rulers of the Gaza Strip. On the other hand, all regional actors are under pressure from the international community, which for various reasons does not want further escalation. The U.S. has no interest in a major regional war in the Middle East with an uncertain outcome, especially in the run-up to the presidential election in November. Thus, Washington is focused on maintaining the regional status quo. China has even less reason to welcome such a conflict, in the first place because it would immediately drive global hydrocarbon prices up and create many transportation and logistics issues for Beijing. Moscow could possibly count on some short-term gains from a major Middle East conflagration. The West would have to shift attention away from Ukraine for a while, while prices for Russian oil and gas would skyrocket. But the negative consequences of long-term destabilization in such an important region for Russia are so great that they undoubtedly outweigh any short-term gains. It is no coincidence that at his meeting with Palestinian leader Mahmoud Abbas on August 13, President Vladimir Putin emphasized Moscow’s commitment to preventing further escalation and promoting a political settlement of the Palestinian issue. It is also plausible that during the visit of Russian Security Council Secretary Sergey Shoigu to Iran on August 5, Moscow urged Supreme Leader Ali Khamenei to refrain from radical responses to Israel—not only to minimize possible civilian casualties but also to avoid provoking a direct conflict with the U.S. Postmodernity as inoculation against war  However, the core reasons lie not outside, but inside the region. It appears that key actors—from Egypt to Syria, and from Turkey to Iran—are unwilling to engage in a full-blown war. Middle Eastern leaders are reluctant to shoulder the numerous risks and costs associated with a major armed conflict in one way or another. True, the arms race in the Middle East region received a powerful new boost in October 2023 and is likely to accelerate later. Belligerent anti-Israeli rhetoric—not only in the Arab world but also in Iran and Turkey—will also persist. Isolated tragic incidents—both planned and accidental—will continue. Yet a major war is a different matter. This is not because all Middle Eastern leaders are exceptionally compassionate and peace-loving, but because almost none of them today can be fully confident in their own power and resilience. It is still possible to maintain a limited military presence near and far, as Recep Tayyip Erdogan does in Syria and Libya. But repeating the experience of the Iran–Iraq War of the 1980s, with hundreds of thousands killed and millions wounded, is now a no-go: Middle Eastern societies have changed too much over the past 40 years, and the region has advanced too far down the path of postmodernity. It is hardly a coincidence that the strongest proponents of escalation are the Houthis, who are the least affected by the postmodern values and lifestyle in the Middle East. Perhaps even Tehran can no longer count on the unconditional loyalty of the new generation of Iranian citizens, who would have to pay with their own blood for the decisions of the political and military elite leading to a major regional war. In any case, the victory of the only “reformist” candidate, Masoud Pezeshkian, in the recent presidential election is a clear signal from society to the leadership of the Islamic Republic that people want peace, stability and economic development, rather than new military exploits or social and political upheavals that invariably accompany them. Even Israel—for all the outward determination of the current cabinet to see things through to the end—is no exception to this rule. The costs of the Gaza operation have already topped $60 billion, a staggering sum for a relatively small country, meaning inevitable budget deficits, tax hikes and cuts to social programs. Israel’s call-up of reservists has already drained the national economy, and its effects will be felt for a long time. Most importantly, as the Gaza offensive has once again shown, starting a war is easy, but ending it is very difficult. The prospect of a second Gaza in the West Bank or southern Lebanon is far from appealing, even for a politician as determined as Prime Minister Benjamin Netanyahu. Armageddon is off the table? It is fair to assume that the current situation in the Middle East reflects the broader state of global politics. After February 24, 2022, many experts expressed a gloomy belief that “the world is entering a new era of big wars” and that the confrontation between Russia and the West would inevitably lead to a chain reaction of major armed conflicts all over the planet. They predicted an imminent U.S.–China military clash over Taiwan, an armed standoff between China and India in the Himalayas or between India and Pakistan in Kashmir, a rapid escalation on the Korean Peninsula and numerous new conflicts across Africa, among others. Fortunately, none of the above scenarios have so far come to pass. Many other ominous predictions have not come true either. ECOWAS member states opted out of a military intervention in Niger. The Libyan National Army’s threat of a border conflict with Algeria never materialized. Even Venezuela’s eccentric leader Nicolas Maduro seems to have changed his mind about going to war with neighboring Guyana over disputed territories. The number of conflicts in the world has not decreased, but the ongoing ones are predominantly low-intensity conflicts rather than conventional wars, after all. The international system, though shaken, has overall remained standing—for now. Of course, it is too early to sit back. The situation can explode at any moment and almost anywhere: there are more than enough flashpoints around the world, while the level of trust or even basic communication between the great powers has dropped to near zero. In today’s international environment, any negative scenarios are possible, down to the most apocalyptic ones. And this unsettling uncertainty is now very much felt in the Middle East as well. But for now, there is still hope that the unfolding transition to a new world order will be less destructive and less costly for humanity than many professional pessimists have imagined in recent years.

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Introduction  When the UN General Assembly passed the 1947 partition resolution on Palestine, Brazil was presiding over the meetings, and its delegate delayed the vote multiple times to secure the maximum number of votes in favor of the partition. From that point until 2002, Brazilian policy closely aligned with the US position on Israel. However, with President Luiz Inácio Lula da Silva’s election in 2002, Brazil’s stance became less aligned with Israel and shifted toward a more balanced and neutral approach between conflicting international poles. This shift, however, was not consistent and fluctuated, particularly during the 2019–2022 period under President Jair Bolsonaro’s right-wing government. After Lula da Silva’s return to the presidency in early 2023, Brazilian policy once again moved towards a less pro-Israel stance, particularly in response to the aftermath of the Operation al-Aqsa Flood. Brazil holds substantial qualitative significance in Latin America, encompassing around 47.8% of the continent’s area and accounting for nearly half of its population (214 million out of approximately 434 million). First: Determinants of Brazilian Foreign Policy on the Palestine Issue  Three key factors largely shape Brazil’s policy toward Palestine: 1. The Influence of the Brazilian Agricultural Lobby The trade relationship, particularly in the agri-food sector and related investments, is a key factor in Brazil’s policy towards the Middle East. Agri-food products account for 27% of Brazil’s agricultural trade, amounting to $18 billion with Arab countries, $2 billion with Iran, and $2 billion with Israel. In comparison, trade with the Palestinian Authority (PA) stands at approximately $30 million, making Israeli trade with Brazil 60 times larger than that with the PA. Furthermore, Israel was the first country outside South America to sign a trade agreement with Mercosur, the Southern Common Market, in 2007, where Brazil is the leading member. The agricultural sector wields significant influence within the government, with 300 members of the Brazilian legislature—two-thirds of the body—affiliated with its interests. This powerful lobbying presence allows them to block any policies that might negatively impact the agricultural sector. A notable example of their influence is the successful obstruction of Bolsonaro’s plan to move the Israeli embassy to Jerusalem. After receiving a warning from the LAS that such a move could harm trade relations between Brazil and Arab countries, the agricultural lobby’s pressure led Bolsonaro to instead open a commercial representation office in Jerusalem, rather than relocating the embassy. 2. The Growing Movement of Christian Zionism Studies in political sociology from Latin America indicate a growing shift from Catholicism to Evangelicalism, which may increase the potential for conversion to “Christian Zionism” within the Evangelical movement. Christian Zionism advocates for the establishment of a “Jewish state” in the Promised Land as a precursor to Christ’s return. Some estimates suggest that the proportion of Christian Zionists in Brazil could reach 40% within the next decade. The Pentecostal movement, which supports both Bolsonaro and Israel, plays a significant role in this trend. A concerning aspect of this movement is its deepening influence within political power structures, as it currently holds 25% of the seats in the parliament and 17% in the Senate. 3. Brazil-Israel Security Relations The 1970s marked the beginning of security relations between Brazil and Israel. Faced with intense leftist pressures, right-wing administrations in Latin America sought support from the US and other powers, including Israel. These security ties were formalized in 2008, and even during his second presidency (2007–2010), leftist leader Lula da Silva continued this policy by signing a security cooperation agreement with Israel to leverage its technological advancements. In 2014, Brazil engaged an Israeli security and defense systems company to manage and coordinate security for the 2016 Olympic Games in Rio de Janeiro, and the relationship has continued since. Second: The Impact of Brazilian-Israeli Relationship Determinants on Operation al-Aqsa Flood’s Ramifications  It is challenging to grasp Brazil’s stance on the repercussions of Operation al-Aqsa Flood without considering the three preceding variables, which have led Brazilian scholars to describe the country’s approach as equidistant diplomacy. This approach avoids taking a clear side in the conflict, irrespective of the ruling political movement. This diplomatic stance is evident in the pro-Israeli right wing (the Liberal Party) retracting some of its previous positions of support for Israel, while the left wing (the current ruling Workers’ Party) has not supported the Palestinian side as strongly as expected. The following practices illustrate this relative equidistance: 1. The ruling left-wing government in Brazil has adopted the accusation that Israel has committed genocide in the Gaza Strip (GS), describing it as a “Holocaust.” Brazil has backed South Africa’s initiative to bring the case before the International Court of Justice (ICJ), reflecting its alignment with the BRICS group, which includes both countries. Additionally, in May 2024, the Brazilian government blocked a deal to purchase Israeli weapons. It has continued to criticize the expansion of Israeli settlements, advocating for a two-state solution and the Palestinian right to self-determination. Brazil has also played a role in drafting and supporting resolutions at the UN General Assembly and Security Council calling for a ceasefire in GS. However, da Silva condemned the resistance attack on 7/10/2023 as an “act of terrorism,” while asserting that the Israeli response was “disproportionate to the Palestinian action.” Although da Silva recalled his ambassador from Israel, he did not sever diplomatic relations. The commercial office in Jerusalem continued its operations as usual. Security ties were not fully severed but were instead “suspended.” While trade in food between the two sides continued, Israel blocked the departure of some Brazilians from GS following the outbreak of hostilities, permitting their exit only after more than a month, whereas individuals of other nationalities were allowed to leave sooner. 2. The right-wing opposition, known for its strong alignment with Israel, has organized a series of meetings with the Israeli ambassador and has provided venues for him to screen films that claim to depict “terrorist activities” by resistance groups. A Brazilian state also awarded Benjamin Netanyahu the title of “honorary citizen,” and Bolsonaro’s wife cast her vote in recent elections while wearing a T-shirt depicting an the Israeli flag. This aligns with right-wing policies that mirrored those of US President Donald Trump, including recognizing Jerusalem as Israel’s capital, supporting the Abraham Accords between Arab countries and Israel, and denying the existence of Palestine. Additionally, Netanyahu was hosted as the first Israeli prime minister to visit Brazil. Nevertheless, Bolsonaro decided against moving the Brazilian embassy to Jerusalem after receiving warnings from the agricultural lobby, as previously mentioned. Conclusion  The information above highlights Brazil’s significant qualitative influence, particularly in Latin America, and the presence of overlapping factors in decision-making. It also underscores the current favorable environment under President da Silva’s leadership to support the Palestine issue, driven by the severe Israeli actions and the war on GS. Thus, it is essential to intensify efforts to develop the relationship with Brazil both officially and publicly. This includes increasing activities and events in Portuguese, facilitating visits and engaging directly with Brazilian agricultural lobbies and through Arab diplomats. Additionally, Arab Christians, especially Palestinians living in Brazil, should actively engage with Brazilian Christian communities, particularly the Catholic sectors.

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The next president of the US will face various challenges that divide the nation, including a nuclear defense policy. The next president of the United States, whether Kamala Harris or Donald Trump, will face many contentious domestic issues that have long divided this country, including abortion rights, immigration, racial discord, and economic inequality. In the foreign policy realm, she or he will face vexing decisions over Ukraine, Israel/Gaza, and China/Taiwan. But one issue that few of us are even thinking about could pose a far greater quandary for the next president and even deeper peril for the rest of us: nuclear weapons policy. Consider this: For the past three decades, we’ve been living through a period in which the risk of nuclear war has been far lower than at any time since the Nuclear Age began — so low, in fact, that the danger of such a holocaust has been largely invisible to most people. The collapse of the Soviet Union and the signing of agreements that substantially reduced the U.S. and Russian nuclear stockpiles eliminated the most extreme risk of thermonuclear conflict, allowing us to push thoughts of nuclear Armageddon aside (and focus on other worries). But those quiescent days should now be considered over. Relations among the major powers have deteriorated in recent years and progress on disarmament has stalled. The United States and Russia are, in fact, upgrading their nuclear arsenals with new and more powerful weapons, while China — previously an outlier in the nuclear threat equation — has begun a major expansion of its own arsenal. The altered nuclear equation is also evident in the renewed talk of possible nuclear weapons use by leaders of the major nuclear-armed powers. Such public discussion largely ceased after the Cuban Missile Crisis of 1962, when it became evident that any thermonuclear exchange between the U.S. and the Soviet Union would result in their mutual annihilation. However, that fear has diminished in recent years and we’re again hearing talk of nuclear weapons use. Since ordering the invasion of Ukraine, Russian President Vladimir Putin has repeatedly threatened to employ nuclear munitions in response to unspecified future actions of the U.S. and NATO in support of Ukrainian forces. Citing those threats, along with China’s growing military might, US Congress has authorized a program to develop more “lower-yield” nuclear munitions supposedly meant (however madly) to provide a president with further “options” in the event of a future regional conflict with Russia or China. Thanks to those events and related developments, the world is now closer to an actual nuclear conflagration than at any time since the end of the Cold War. And while popular anxiety about a nuclear exchange may have diminished, keep in mind that the explosive power of existing arsenals has not. Imagine this, for instance: even a “limited” nuclear war — involving the use of just a dozen or so of the hundreds of intercontinental ballistic missiles (ICBMs) possessed by China, Russia, and the United States — would cause enough planetary destruction to ensure civilization’s collapse and the death of billions of people. And consider all of that as just the backdrop against which the next president will undoubtedly face fateful decisions regarding the production and possible use of such weaponry, whether in the bilateral nuclear relationship between the U.S. and Russia or the trilateral one that incorporates China. The U.S.-Russia Nuclear Equation  The first nuclear quandary facing the next president has an actual timeline. In approximately 500 days, on February 5th, 2026, the New Strategic Arms Reduction Treaty (New START), the last remaining nuclear accord between the U.S. and Russia limiting the size of their arsenals, will expire. That treaty, signed in 2010, limits each side to a maximum of 1,550 deployed strategic nuclear warheads along with 700 delivery systems, whether ICBMs, submarine-launched ballistic missiles (SLBMs), or nuclear-capable heavy bombers. (That treaty only covers strategic warheads, or those intended for attacks on each other’s homeland; it does not include the potentially devastating stockpiles of “tactical” nuclear munitions possessed by the two countries that are intended for use in regional conflicts.) At present, the treaty is on life support. On February 21st, 2023, Vladimir Putin ominously announced that Russia had “suspended” its formal participation in New START, although claiming it would continue to abide by its warhead and delivery limits as long as the U.S. did so. The Biden administration then agreed that it, too, would continue to abide by the treaty limits. It has also signaled to Moscow that it’s willing to discuss the terms of a replacement treaty for New START when that agreement expires in 2026. The Russians have, however, declined to engage in such conversations as long as the U.S. continues its military support for Ukraine. Accordingly, among the first major decisions the next president has to make in January 2025 will be what stance to take regarding the future status of New START (or its replacement). With the treaty’s extinction barely more than a year away, little time will remain for careful deliberation as a new administration chooses among several potentially fateful and contentious possibilities. Its first option, of course, would be to preserve the status quo, agreeing that the U.S. will abide by that treaty’s numerical limits as long as Russia does, even in the absence of a treaty obliging it to do so. Count on one thing, though: such a decision would almost certainly be challenged and tested by nuclear hawks in both Washington and Moscow. Of course, President Harris or Trump could decide to launch a diplomatic drive to persuade Moscow to agree to a new version of New START, a distinctly demanding undertaking, given the time remaining. Ideally, such an agreement would entail further reductions in the U.S. and Russian strategic arsenals or at least include caps on the number of tactical weapons on each side. And remember, even if such an agreement were indeed to be reached, it would also require Senate approval and undoubtedly encounter fierce resistance from the hawkish members of that body. Despite such obstacles, this probably represents the best possible outcome imaginable. The worst — and yet most likely — would be a decision to abandon the New START limits and begin adding yet more weapons to the American nuclear arsenal, reversing a bipartisan arms control policy that goes back to the administration of President Richard Nixon. Sadly, there are too many members of Congress who favor just such a shift and are already proposing measures to initiate it. In June, for example, in its version of the National Defense Authorization Act for fiscal year 2025, the Senate Armed Services Committee instructed the Department of Defense to begin devising plans for an increase in the number of deployed ICBMs from 400 of the existing Minuteman-IIIs to 450 of its replacement, the future Sentinel ICBM. The House Armed Services Committee version of that measure does not contain that provision but includes separate plans for ICBM force expansion. (The consolidated text of the bill has yet to be finalized.) Should the U.S. and/or Russia abandon the New START limits and begin adding to its atomic arsenal after February 5th, 2026, a new nuclear arms race would almost certainly be ignited, with no foreseeable limits. No matter which side announced such a move first, the other would undoubtedly feel compelled to follow suit and so, for the first time since the Nixon era, both nuclear powers would be expanding rather than reducing their deployed nuclear forces — only increasing, of course, the potential for mutual annihilation. And if Cold War history is any guide, such an arms-building contest would result in increased suspicion and hostility, adding a greater danger of nuclear escalation to any crisis that might arise between them. The Three-Way Arms Race  Scary as that might prove, a two-way nuclear arms race isn’t the greatest peril we face. After all, should Moscow and Washington prove unable to agree on a successor to New START and begin expanding their arsenals, any trilateral nuclear agreement including China that might slow that country’s present nuclear buildup becomes essentially unimaginable. Ever since it acquired nuclear weapons in 1964, the People’s Republic of China (PRC) pursued a minimalist stance when it came to deploying such weaponry, insisting that it would never initiate a nuclear conflict but would only use nuclear weapons in a second-strike retaliatory fashion following a nuclear attack on the PRC. In accordance with that policy, China long maintained a relatively small arsenal, only 200 or so nuclear warheads and a small fleet of ICBMs and SLBMs. In the past few years, however, China has launched a significant nuclear build-up, adding another 300 warheads and producing more missiles and missile-launching silos — all while insisting its no-first-use policy remains unchanged and that it is only maintaining a retaliatory force to deter potential aggression by other nuclear-armed states. Some Western analysts believe that Xi Jinping, China’s nationalistic and authoritarian leader, considers a larger arsenal necessary to boost his country’s status in a highly competitive, multipolar world. Others argue that China fears improvements in U.S. defensive capabilities, especially the installation of anti-ballistic missile systems, that could endanger its relatively small retaliatory force and so rob it of a deterrent to any future American first strike. Given the Chinese construction of several hundred new missile silos, Pentagon analysts contend that the country plans to deploy as many as 1,000 nuclear warheads by 2030 and 1,500 by 2035 — roughly equivalent to deployed Russian and American stockpiles under the New START guidelines. At present, there is no way to confirm such predictions, which are based on extrapolations from the recent growth of the Chinese arsenal from perhaps 200 to 500 warheads. Nonetheless, many Washington officials, especially in the Republican Party, have begun to argue that, given such a buildup, the New START limits must be abandoned in 2026 and yet more weapons added to the deployed U.S. nuclear stockpile to counter both Russia and China. As Franklin Miller of the Washington-based Scowcroft Group and a former director of nuclear targeting in the office of the secretary of defense put it, “Deterring China and Russia simultaneously [requires] an increased level of U.S. strategic warheads.” Miller was one of 12 members of the Congressional Commission on the Strategic Posture of the United States, a bipartisan group convened in 2022 to reconsider America’s nuclear policies in light of China’s growing arsenal, Putin’s nuclear threats, and other developments. In its final October 2023 report, that commission recommended numerous alterations and additions to the American arsenal, including installing multiple warheads (instead of single ones) on the Sentinel missiles being built to replace the Minuteman ICBM and increasing the number of B-21 nuclear bombers and Columbia-class ballistic-missile submarines to be produced under the Pentagon’s $1.5 trillion nuclear “modernization” program. The Biden administration has yet to endorse the recommendations in that report. It has, however, signaled that it’s considering the steps a future administration might take to address an expanded Chinese arsenal. In March, the White House approved a new version of a top-secret document, the Nuclear Employment Guidance, which for the first time reportedly focused as much on countering China as Russia. According to the few public comments made by administration officials about that document, it, too, sets out contingency plans for increasing the number of deployed strategic weapons in the years ahead if Russia breaks out of the current New START limits and no arms restraints have been negotiated with China. “We have begun exploring options to increase future launcher capacity or additional deployed warheads on the land, sea, and air legs [of the nuclear delivery “triad” of ICBMs, SLBMs, and bombers] that could offer national leadership increased flexibility, if desired, and executed,” said acting Assistant Secretary of Defense Policy Vipin Narang on August 1st. While none of those options are likely to be implemented in President Biden’s remaining months, the next administration will be confronted with distinctly ominous decisions about the future composition of that already monstrous nuclear arsenal. Whether it is kept as is or expanded, the one option you won’t hear much about in Washington is finding ways to reduce it. And count on one thing: even a decision simply to preserve the status quo in the context of today’s increasingly antagonistic international environment poses an increased risk of nuclear conflict. Any decision to expand it, along with comparable moves by Russia and China, will undoubtedly create an even greater risk of instability and potentially suicidal nuclear escalation. The Need for Citizen Advocacy  For many of us, nuclear weapons policy seems like a difficult issue that should be left to the experts. This wasn’t always so. During the Cold War years, nuclear war seemed like an ever-present possibility and millions of Americans familiarized themselves with nuclear issues, participating in ban-the-bomb protests or the Nuclear Weapons Freeze Campaign of the 1980s. But with the Cold War’s end and a diminished sense of nuclear doom, most of us turned to other issues and concerns. Yet the nuclear danger is growing rapidly and so decisions regarding the U.S. arsenal could have life-or-death repercussions on a global scale. And one thing should be made clear: adding more weapons to the U.S. arsenal will not make us one bit safer. Given the invulnerability of this country’s missile-bearing nuclear submarines and the multitude of other weapons in our nuclear arsenal, no foreign leader could conceivably mount a first strike on this country and not expect catastrophic retaliation, which in turn would devastate the planet. Acquiring more nuclear weapons would not alter any of this in the slightest. All it could possibly do is add to international tensions and increase the risk of global annihilation. As Daryl Kimball, executive director of the Arms Control Association, a nonpartisan research and advocacy outfit, put it recently: “Significant increases in the U.S. deployed nuclear arsenal would undermine mutual and global security by making the existing balance of nuclear terror more unpredictable and would set into motion a counterproductive, costly action-reaction cycle of nuclear competition.” A decision to pursue such a reckless path could occur just months from now. In early 2025, the next president, whether Kamala Harris or Donald Trump, will be making critical decisions regarding the future of the New START Treaty and the composition of the U.S. nuclear arsenal. Given the vital stakes involved, such decisions should not be left to the president and a small coterie of her or his close advisers. Rather, it should be the concern of every citizen, ensuring vigorous debate on alternative options, including steps aimed at reducing and eventually eliminating the world’s nuclear arsenals. Without such public advocacy, we face the very real danger that, for the first time since the atomic bombings of Hiroshima and Nagasaki in August 1945, nuclear weapons will again be detonated on this planet, with billions of us finding ourselves in almost unimaginable peril. The article was translated and licensed under CC BY-SA 3.0 ES (Atribución-CompartirIgual 3.0 España).