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Energy & Economics
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The Economic Effects of the Gaza War on Palestine and Israel

by World & New World Journal Policy Team

I. Introduction Since October 7, 2023, when the Hamas attacked Israel, the Gaza war has entered its third year. Palestinians continue to endure an unprecedented level of violence, trauma, economic hardship, and uncertainty. The war has resulted in a staggering number of casualties and widespread displacement, in addition to massive destruction of physical assets in Gaza, significant reduction of economic output, increased violence in the West Bank, and widespread collapse of basic service provision across the entire Palestinian territories.  As of May 7, 2025, according to Wikipedia and Gaza’s Ministry of Health, 55000 fatalities (53,253 Palestinians and 1,706 Israelis) and more than 110,00 injuries have been reported in Gaza. More than half of the casualties are women, children, and the elderly. An estimated 1.9 million people, approximately 90 percent of Gaza’s population, are currently internally displaced. Seventy percent of Gaza’s Road network, more than 80 per cent of commercial facilities, and close to 90 percent of housing units in Gaza have either severely damaged or have been destroyed.  Since October 7, 2023, the UN has documented over 1,500 clashes between Israeli settlers and Palestinians in the West Bank, resulting in property damage, casualties, and displacement. Over 1,600 Palestinians, half of whom are children, have been displaced due to increased settlers’ violence and access restrictions. Additionally, existing fiscal constraints and growing security concerns have disrupted service provision in the West Bank.  On the macroeconomic front, the Gaza and West Bank face a collapse, which is unmatched in recent memory. The Palestine economy has faced significant contraction, evidenced by a reduced production, sharp decline in gross domestic product (GDP), and soaring unemployment rates. On the other hand, the Gaza war has had significant negative impacts on Israel. The economic and financial costs of war consist of the direct cost of military operations as well as the indirect losses that extend over the medium and long term. One of the most direct costs of the Gaza war was the recall of about 300,000 reservists in the early days, which meant that the Israeli government would bear the cost of conscription, and the Israeli economy would bear loss of output due to their absence from the workforce.Given these situations, this paper analyzes the economic effects of the Gaza war on Palestine and Israel. II. Literature on the Effects of Wars Wars have the potential to alter the parties and “transform the future” of belligerents (Ikle 1991) and they also bring about fundamental changes to the international system (Gilpin 1981).  Scholars in Economics have provided considerable analysis of the macroeconomic effects of a conflict across spatial levels: locally, nationally, regionally, and internationally. Some studies have examined the effects of specific wars such as the Syrian civil war (Kešeljević and Spruk, 2023) or the Iraq war (Bilmes and Stiglitz 2006). For example, an analysis estimated that the Russian invasion of Ukraine had an economic cost of 1% of global GDP in 2022 (Liadze et al. 2023) Others have examined the effects of war in general. For instance, Reuven Glick and Alan Taylor (2010) examine bilateral trade relations from 1870 to 1997 and find large and persistent negative impacts of wars on trade and hence on national and global economic welfare. Similarly, Vally Koubi (2005) investigates the effects of inter- and intrastate wars on a sample of countries and finds that the combined prewar, contemporaneous, and postwar effects on economic growth are negative.  A “war ruin” school emphasized that the destruction caused by wars is accompanied by higher inflation, unproductive resource spending on the military, and war debt (Chan 1985; Russett 1970). By contrast, a “war renewal” school argued that there can be longer-term positive economic effects from war because war can lead to increased efficiency in the economy by reducing the power of rent-seeking special interests, triggering technological innovation, and advancing human capital (Organski and Kugler 1980).  III. Economic Effects of the Gaza War1. Casualties  As Table 1 shows, since the Hamas attacked Israel on October 7, 2023, 55,000 people (as of May 7, 2025, 53,253 Palestinians and 1,706 Israelis) have been killed in the Gaza war according to the Gaza Health Ministry. Scholars have estimated that 80% of Palestinians killed are civilians. A study by OHCHR (The Office of the United Nations High Commissioner for Human Rights) found that 70% of the Palestinians killed in residential buildings or similar housing were children and women.  The majority of casualties have been found in the Gaza Strip. The Gaza Health Ministry’s total casualty count is the number of deaths directly caused by the war.  The 7 October attacks of the Hamas on Israel killed 1,195 people, including 815 civilians. A further 806 Palestinians have been killed in the occupied West Bank (including East Jerusalem).  2. Economic Effects of the Gaza War on Palestine  As Figure 1-1 shows, since October 7, 2023, Palestine’s economy has significantly contracted as a result of continued warfare. As Figure 1-2 shows, economic downturn started from the fourth quarter of 2023. In 2024, Palestine's GDP contracted by 27% compared to the previous year. The decline was driven by a 27% drop in industrial output in the Gaza Strip due to the ongoing Israeli occupation and attack. Especially, economic contractions were recorded in construction (-14.5%), services (-11.0%), financial and insurance activities (-5.3%), information and communication (-3.2%). However, Palestine’s economy began to recover in the fourth quarter of 2024, although it still marked a negative growth.   Figure 1-1: Palestine economic growth rate  Figure 1-2: Palestine economic growth (quarterly) As Figure 2 shows, industrial production in Palestine significantly decreased in 2024 as war has continued between Israel and Hamas. Industrial production in Palestine has been low, averaging -7.62 percent from 2012 until 2025. However, it reached a record low of -29.77 percent in June of 2024. Then industrial production in Palestine increased to 2.1 percent in March of 2025 over the same month in the previous year.   Figure 2: Industrial production in Palestine As Figure 3 shows, inflation rate in Palestine has significantly increased in 2023 and 2024, reaching all time high of 88.93 percent in November of 2024. High inflation resulted from resource shortages as a result of continued warfare and significant production decline. And then inflation rate in Palestine dropped to 1.88 percent in March and -2.51 percent in February of 2025. Inflation rate in Palestine averaged 4.95 percent from 1998 until 2025.   Figure 3: Inflation rate in Palestine As Figure 4-1 shows, unemployment rate in Palestine significantly increased after October 7, 2023, as economy continued to shrink and industrial production fell. Unemployment rate in Palestine increased to 35.20 percent in the first quarter of 2024 from 24.1 percent in the third quarter of 2023. It then dropped to 31.1 percent in the second quarter of 2024 and 28.8 percent in the fourth quarter of 2024. Unemployment Rate in Palestine has been remarkably high, averaging 24.07 percent from 1995 until 2024, reaching an all-time high of 35.60 percent in the third quarter of 2002 and a record low of 8.80 percent in the second quarter of 2000.    Figure 4-1: Unemployment rate in Palestine As Figure 4-2 shows, youth unemployment rate in Palestine increased from 38.40 percent in the first quarter of 2023 to 45.70 percent in the first quarter of 2024 and then slightly dropped to 42.60 percent in the third quarter of 2024 and 38.6 percent in the fourth quarter of 2024. Youth unemployment rate in Palestine has been remarkably high, averaging 41.85 percent from 2009 until 2024, reaching an all-time high of 49.90 percent in the second quarter of 2018 and a record low of 32.90 percent in the first quarter of 2011.   Figure 4-2: Youth unemployment rate in Palestine As Figure 4-3 shows, full-time employment in Palestine plunged to 628000 persons in the first quarter of 2024 from 1143800 persons in the third quarter of 2023. Then it increased to 705700 persons in the fourth quarter of 2024. Full-time employment in Palestine averaged 888133 persons from 2010 until 2024, reaching an all-time high of 1143800 persons in the third quarter of 2023 and a record low of 67900 persons in the first quarter of 2010.   Figure 4-3: Full-time employment in Palestine Despite the continued warfare in Gaza, as Figure 5 shows, exports in Palestine did not significantly decrease. On the contrary, exports in Palestine increased from 148.3 USD Million in August 2023 to 164.20 USD Million in December of 2024. Exports in Palestine averaged 68.15 USD Million from 2001 until 2025, reaching an all-time high of 164.20 USD Million in December of 2024 and a record low of 15.92 USD Million in April of 2002. Exports in Palestine maintained pre-war level in 2025, recording 140.70 USD Million in January of 2025. Top exports of Palestine in 2023 were scrap iron ($68.6M), tropical fruits ($53.8M), pure olive oil ($10.9M), and building stone ($7.56M).  Figure 5: Exports in Palestine Figure 6 shows, imports in Palestine significantly dropped in 2024 as warfare continued in Gaza. Imports in Palestine decreased to 420.30 USD Million in April 2024 from 747.20 USD Million in August 2023. Imports in Palestine averaged 370.00 USD Million from 2001 until 2025, reaching an all-time high of 750.60 USD Million in November of 2022 and a record low of 82.71 USD Million in April of 2002. According to media reports, there are severe food shortages in Gaza, but there is no information about the imports of food after 2023.   Figure 6: Imports in Palestine As Figure 7 shows, since October 7, 2023, government spending in Palestine has significantly declined in 2023 and early 2024, hitting a record low of 461.20 USD million in the first quarter of 2024. And then government spending in Palestine increased to 666.70 USD million in the fourth quarter of 2024 from 616.50 USD million in the third quarter of 2024. Government spending in Palestine averaged 797.95 USD million from 2011 until 2024, reaching an all-time high of 974.90 USD million in the fourth quarter of 2016 and a record low of 461.20 USD million in the first quarter of 2024.   Figure 7: Government spending in Palestine 3. Economic Effects of the Gaza War on Israel  As Figure 8 shows, since October 7, 2023, when the Hamas attacked Israel, government spending in Israel significantly increased as Israel government conducted massive military operations against the Hamas. Government spending in Israel increased from 84100 ILS (Israel new shekel) Million in the third quarter of 2023 to 97973 ILS Million in the fourth quarter of 2023 and 97018 ILS Million in the fourth quarter of 2024. Government Spending in Israel averaged 58676 ILS Million from 1995 until 2024, reaching an all-time high of 97973 ILS Million in the fourth quarter of 2023 and a record low of 39524 ILS Million in the third quarter of 1995.   Figure 8: Government spending in Israel As Figure 9 shows, as Israel government conducted massive military operations against the Hamas, military expenditure in Israel increased to 46505.30 USD Million in 2024 from 27498.50 USD Million in 2023. Military expenditure in Israel averaged 7742.87 USD Million from 1951 until 2024, reaching an all-time high of 46505.30 USD Million in 2024 and a record low of 57.60 USD Million in 1954.   Figure 9: Military expenditure in Israel As Figure 10 shows, Israel recorded a government budget deficit of -33793.00 ILS Million in December of 2023 from 14100 ILS Million in January 2023 because government spending, in particular military expenditure significantly increased. Government budget value in Israel averaged -3405.71 ILS Million from 2005 until 2025, reaching an all-time high of 22839.00 ILS Million in January of 2025 and a record low of -33793.00 ILS Million in December of 2023.   Figure 10: Budget Balance in Israel As Figure 11-1 & 11-2 show, Israel's economic growth plunged to -4.32 percent in the fourth quarter of 2023 from 3.44% in the third quarter of 2023. Israel experienced consecutive negative growth until the third quarter of 2024 as the ongoing conflict with the Hamas had taken a significant toll on economic activity. This marked the weakest growth since 2020, when the covid-19 pandemic severely impacted the economy. However, the Gross Domestic Product (GDP) in Israel expanded 5.46 percent in the fourth quarter of 2024 over the same quarter of the previous year. GDP annual growth rate in Israel averaged 3.73 percent from 1996 until 2024, reaching an all-time high of 16.27 percent in the second quarter of 2021 and a record low of -8.37 percent in the second quarter of 2020.  Figure 11-1: Israel's economic growth rate  Figure 11-2: Israel's GDP growth (quarterly) As Figure 12 shows, industrial production in Israel decreased 7.4 percent in December of 2023 and 9.8 percent in March 2024 and then increased 15.9 percent in December 2024. Industrial production in Israel averaged 5.66 percent from 1960 until 2025, reaching an all-time high of 62.70 percent in June of 1968 and a record low of -29.20 percent in June of 1967.   Figure 12: Industrial production in Israel As Figure 13 shows, unemployment rate in Israel decreased from 4.30 percent in January 2023 to 2.80 percent in November 2023 and 2.60 percent in December 2024. This decline seems to result from the fact that Israeli government called up tens of thousands of reservists to replace conscripts and active-duty soldiers. And then unemployment rate in Israel slightly increased to 2.9% in March 2025. Unemployment rate in Israel averaged 5.89 percent from 1992 until 2025, reaching an all-time high of 11.40 percent in March of 1992 and a record low of 2.60 percent in August & December of 2024.  Figure 13: Unemployment Rate in Israel As Figure 14 shows, the number of unemployed persons in Israel decreased to 119200 in December of 2024 from 184000 in January 2023. Unemployed persons in Israel averaged 192800 from 1991 until 2025, reaching an all-time high of 305400 in September of 2003 and a record low of 119200 in December of 2024.  Figure 14: The number of unemployed persons in Israel As Figure 15 shows, after October 2023, exports in Israel fluctuated between 4470 USD Million in October 2023, 5330 USD Million in March 2024, 4320 USD Million June 2024 and 5250 USD million in December 2024. Exports in Israel averaged 1836.30 USD Million from 1959 until 2025, reaching an all-time high of 6276.70 USD Million in March of 2022 and a record low of 10.80 USD Million in July of 1959.   Figure 15: Exports in Israel As Figure 16 shows, imports in Israel fluctuated between 8090 USD Million in August 2023, 7590 USD Million in December 2023, 7010 USD Million in August 2024, and 8318.70 USD Million in March 2025. Imports in Israel averaged 2500.72 USD Million from 1959 until 2025, reaching an all-time high of 10372.30 USD Million in May of 2022 and a record low of 33.10 USD Million in November of 1959.   Figure 16: Imports in Israel As Figure 17 shows, inflation rate in Israel decreased from 5.40 percent in January 2023 to 3.70 percent in October 2023 and 2.50 percent in February 2024. It then increased to 3.60 percent in August 2024 and 3.80 percent in January 2025. Inflation rate in Israel averaged 26.75 percent from 1952 until 2025, reaching an all-time high of 486.20 percent in November of 1984 and a record low of -2.70 percent in March of 2004.   Figure 17: Inflation rate in Israel As Figure 18 shows, despite on-going warfare in Gaza, gasoline price in Israel did not rise significantly. It increased from 1.82 USD/Liter in September 2023 to 1.98 and 2.14 USD/Liter in January and May 2024, respectively and then dropped to 2.06 and 2.04 USD/Liter in August 2024 and February 2025, respectively. Gasoline prices in Israel averaged 1.78 USD/Liter from 1995 until 2025, reaching an all-time high of 2.30 USD/Liter in June of 2022 and a record low of 0.73 USD/Liter in December of 1995.   Figure 18: Gasoline price in Israel IV. Conclusion The Gaza war has had negative impacts on both Palestine and Israel, but the negative effects were much bigger in Palestine than in Israel. The number of casualties was much higher in Palestine. Especially the war brought down Palestine economy, lowering economic growth, reducing industrial productions, and increasing inflation & unemployment in Palestine. The Israeli economy has also slowed down, and budget deficit increased. However, unemployment went down, and inflation has been stable between 2 and 5 percent. Trade has maintained a pre-war level, although there have been some difficulties. References Bilmes, Linda, and Joseph E. Stiglitz. 2006. The Economic Costs of the Iraq War: An Appraisal Three Years After the Beginning of the Conflict. Cambridge, MA: National Bureau of Economic Research. Chan, Steve. 1985. “The Impact of Defense Spending on Economic Performance: A Survey of Evidence and Problems.” Orbis 29 (2): 403–434.CIA Factbook. 2024. “Ukraine.”Gilpin, Robert. 1981. War and Change in World Politics. New York: Cambridge University Press.  Glick, Rouven and Alan Taylor. 2010. “Collateral Damage: Trade Disruption and the Economic Impact of War.” The Review of Economics and Statistics 92(1): 102-127.Iklé, Fred C. 1991. Every War Must End. New York: Columbia University Press.Kešeljević, Aleksandar, and Rok Spruk. 2023. Estimating the Effects of Syrian Civil War. Empirical Economics.  Koumi, Valley. 2005. “War and Economic Performance.” Journal of Peace Research 42 (1): 67-82. Liadze, Iana, Corrado Macchiarelli, Paul Mortimer-Lee, and Patricia Sanchez Juanino. 2023. “Economic Costs of the Russia-Ukraine War.” The World Economy 46: 874–886.Organski, A. F. K., and Jacek Kugler. 1980. The War Ledger. Chicago: University of Chicago Press. Russett, Bruce. 1970. What Price Vigilance? The Burdens of National Defense. New Haven: Yale University Press.

Energy & Economics
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EU–India Free Trade Agreement and its Possible Economic and Geopolitical Ramifications.

by Krzysztof Sliwinski

Abstract The EU-India–Trade Agreement (FTA) negotiations, relaunched in 2022 after a nine-year hiatus, represent a significant step towards deepening economic and geopolitical ties between the European Union (EU) and India. The agreement, with its potential to eliminate tariffs, reduce non-tariff barriers, and enhance market access, particularly in services such as telecommunications, could substantially increase trade volume between the two entities, offering promising economic prospects. By creating a combined market of over 1.5 billion people, the FTA offers significant economic opportunities in sectors such as chemicals, machinery, and transport equipment. More importantly, it serves as a geopolitical tool aligned with the EU’s Indo-Pacific strategy, aiming to strengthen partnerships with like-minded democracies and potentially counterbalance China’s increasing influence, reassuring them about its geopolitical implications. Therefore, this study examines the potential economic and geopolitical opportunities and challenges associated with the EU-India FTA. It concludes that, perhaps unsurprisingly, much depends on the foreign and security policies of great powers such as the US, China, and Russia. Key Words: EU, India, Free Trade Area, Geopolitics Introduction Negotiations regarding the EU-India Free Trade Agreement (FTA) were initially launched in 2007. The talks were suspended in 2013 due to a gap in ambition and resumed after a nine-year pause with a formal relaunch on June 17, 2022, announced by Union Minister Piyush Goyal and European Commission Executive Vice-President Valdis Dombrovskis in Brussels.[i] This relaunch also included separate negotiations for an Investment Protection Agreement (IPA) and an Agreement on Geographical Indications (GIs), reflecting a broader agenda to enhance bilateral economic relations. The EU is India's largest trading partner, accounting for €124 billion in goods trade by 2023 (12.2% of the total Indian trade). India is the EU’s ninth-largest trading partner, representing 2.2% of the total trade in goods. Trade in services reached €59.7 billion in 2023, nearly double the 2020 level, with a significant portion being digital services, highlighting the growing economic interdependence.[ii]       *Data acquired from the European Commission at: https://policy.trade.ec.europa.eu/eu-trade-relationships-country-and-region/countries-and-regions/india_en Negotiation Rounds and Progress Since the relaunch, ten rounds of negotiations have been conducted, with the following timeline detailing key developments:   ·         Acquired through Grok. Prompt: What is the latest on the EU – India FTA Negotiations? At: https://x.com/i/grok?conversation=1922705918707265888 (14 May 2025) What is so important regarding FTAs? Free Trade Areas (FTAs) have become the cornerstone of international trade policy by reshaping global economic landscapes and geopolitical dynamics. These agreements aim to reduce trade barriers and foster economic cooperation among member states; however, their implications extend far beyond mere economic exchanges. Economic Consequences of Free Trade Areas One of the primary economic consequences of FTAs is the creation of new trade opportunities among the member states. By reducing tariffs and non-tariff barriers, FTAs encourage specialisation and efficiency and increase trade volumes. For instance, the African Continental Free Trade Area (AfCFTA) is expected to boost intra-African trade by creating a single market for goods and services that can unlock regional value chains and enhance economic integration.[i]  Similarly, the ASEAN-China Free Trade Area (ACFTA) has expanded trade between Indonesia and China, although the benefits may be asymmetric, with Indonesia's imports growing faster than exports.[ii] However, FTAs can also lead to trade diversion, in which member states import goods at the expense of non-member countries. This phenomenon can harm non-members by reducing market access and undermining global trade liberalisation efforts.[iii] For example, the Trans-Pacific Partnership (TPP), which never entered into force,[iv] and the Transatlantic Trade and Investment Partnership (TTIP), which shared the same fate, were criticised for potentially marginalising non-member states and creating a fragmented global trade system.[v] FTAs often attract foreign direct investment (FDI) by creating more integrated markets. For instance, the Regional Comprehensive Economic Partnership (RCEP) has stimulated FDI inflows into member states such as Japan, Australia, and New Zealand, contributing to GDP growth.[vi] Similarly, establishing Free Trade Zones (FTZs) in China has promoted financial employment and industrial upgrading, particularly in the middle and western regions, balancing regional development.[vii] However, the benefits of FTAs are not always distributed evenly. Some studies suggest that while FTAs may boost economic growth for member states, non-members may experience adverse impacts such as reduced trade volumes and deteriorating terms of trade.[viii] Geopolitical Consequences of Free Trade Areas FTAs often serve as tools for geopolitical influence, allowing powerful states to shape their global economic order. For example, the TTIP and TPP were partly designed to counterbalance China's rising economic influence and establish new trade standards.[ix] Similarly, the RCEP has reinforced China's economic leadership in Asia, while the United States–Mexico–Canada Agreement (USMCA) has allowed the United States to maintain its influence in North America.[x] For smaller countries like Vietnam, FTAs can enhance international recognition and strategic balancing between major powers, contribute to regional integration and stability, influence internal political legitimacy and power dynamics, and provide tools to manage geopolitical risks and external shocks. FTAs, especially New Generation Free Trade Agreements (NGFTAs) such as the EU-Vietnam Free Trade Agreement (EVFTA), act as economic instruments and geopolitical tools that shape Vietnam's global and regional order position.[xi] The geopolitical implications of FTAs are evident in their impact on international trade governance. The proliferation of mega-regional trade agreements has challenged the multilateral trading system under the World Trade Organization (WTO), creating a fragmented trade landscape.[xii] This shift has raised concerns about the marginalisation of developing countries and the erosion of global trade rules. FTAs can also mitigate interstate conflict by increasing war costs. For instance, the African Continental Free Trade Area (AfCFTA) catalyses regional peace, fostering economic interdependence and reducing the likelihood of conflict.[xiii] Similarly, the ASEAN-China Free Trade Area (ACFTA) has strengthened economic ties between Indonesia and China, reducing potential geopolitical tensions in the region.[xiv] FTAs are not always effective in preventing conflict. In some cases, they may exacerbate tensions by creating unequal benefits or excluding certain states. For example, the TPP and TTIP have been criticised for their exclusionary nature, which may have contributed to trade tensions between member and non-member states.[xv] FTAs often serve as building blocks for broader regional integrations. For instance, the EU began a series of FTAs and customs unions before evolving into a deeply integrated economic and political bloc. Similarly, AfCFTA is part of a broader vision for African economic integration, aiming to create a single market and customs union. The proliferation of FTAs has also raised concerns regarding the future of multilateralism. The Doha Round of WTO negotiations has stalled, and the rise of mega-regional trade agreements has further fragmented the global trade system.[xvi] This has led to calls for a more inclusive and equitable approach to trade governance that ensures that developing countries are not left behind.Free trade has profound economic and geopolitical consequences. It shapes global trade patterns, influences regional stability, and affects the distribution of wealth and power. Although FTAs offer significant economic growth and integration opportunities, they also pose inequality, exclusion, and sustainability challenges. EU – India FTA Opportunities Economic The potential Free Trade Agreement (FTA) between the EU and India presents significant economic opportunities for the EU driven by eliminating trade barriers, increased market access, and deeper economic integration. First, the services sector is a critical area where the EU can benefit significantly from an FTA with India. The EU's services exports to India could more than double, while India's services exports to the EU would increase by approximately 50%.[xvii] This growth is attributed to reduced trade barriers and the liberalisation of sectors such as telecommunications, which has been identified as a key area for reform. Arguably, half of the predicted export expansion is driven by reforms to domestic regulations, particularly in the telecommunications sector, which could further enhance the EU's competitive position in the Indian market. The FTA is expected to eliminate tariffs and reduce non-tariff barriers, creating a more level-playing field for the EU businesses in India. The FTA of EU-Indian trade could approximately double, particularly in business services.[xviii] This liberalisation would increase trade volumes and lead to structural changes in both economies, with the EU potentially gaining a competitive advantage in high-value-added sectors. The FTA would create a combined market of over 1.5 billion people, enabling the EU and India to reap the benefits of economies of scale. This integration would be particularly beneficial for manufactured goods, such as chemicals, machinery, and transport equipment, where intra-industry trade could lead to efficiency gains and cost reductions. These economies of scale could also give the EU a competitive edge in global markets, helping to stimulate economic growth and job creation.[xix] Geopolitics and security The EU–India FTA is an economic arrangement and a geopolitical tool that aligns with the EU's broader objectives in the Indo-Pacific region. The EU's geopolitical position and security interests are central to understanding the opportunities and challenges presented by the FTA. The EU's engagement with India through the FTA is deeply rooted in its Indo-Pacific strategy, formally launched in 2021. This reflects the EU's ambition to strengthen its presence in the Indo-Pacific region, an area increasingly characterised by multipolar competition, particularly between the United States and China. The EU's strategy is driven by recognising that the Indo-Pacific is the "pivotal region" of the 21st century, and its economic and security dynamics will shape global governance.[xx] While the EU's new strategy does not take a confrontational stance towards China, it reflects increased concerns about Beijing’s growing assertiveness and the implications of the US-China rivalry for Europe. The strategy advocates for a multifaceted engagement with China, encouraging cooperation and protecting EU interests and values. An FTA with India is a key component of the EU’s strategy. India's growing economic and political influence in the Indo-Pacific region makes it a critical partner for the EU. The EU views India as a like-minded democracy that shares concerns about China's assertiveness and the need for a rule-based international order. This alignment creates a unique opportunity for the EU to deepen its strategic partnership with India by leveraging economic cooperation to strengthen geopolitics.[xxi] The EU's engagement with India is part of its broader effort to strengthen security cooperation in the Indo-Pacific region. The EU and India share concerns regarding maritime security, cybersecurity, and the challenges posed by China's growing influence in the region. The FTA can serve as a foundation for deeper collaboration on security issues such as counterterrorism, non-proliferation, and disaster management.[xxii] The EU's security strategy in the Indo-Pacific also emphasises the importance of upholding a rule-based international order. An FTA with India can help promote this objective by reinforcing shared norms and standards in trade, investment, and intellectual property rights. This alignment is critical in China's increasing assertiveness and need for like-minded partners to counterbalance its influence.[xxiii] The EU's approach to an FTA is also shaped by its identity as a normative power. The EU has historically sought to promote its values, such as human rights, environmental sustainability, and social justice, through trade agreements. The FTA with India allows for advancing these values by incorporating labour rights, environmental protection, and sustainable development clauses.[xxiv] However, its geopolitical and economic realities constrain the EU’s ability to promote its normative agenda. The EU must be pragmatic and balance its value-based approach with the need to secure concessions on market access and other economic interests. This tension is evident in EU trade policy, where strategic and economic interests often precede normative objectives.[xxv] EU – India FTA Challenges Existing literature on the challenges the EU–India FTA poses is sparse. Generally, scholars admit that FTA, especially those negotiated by the EU, can face varying degrees of politicisation and contestation from civil society, as seen with TTIP and CETA.[xxvi] This finding suggests the potential for public opposition to new FTAs. In addition, the EU often pursues ambitious agreements beyond tariff reductions, including behind-the-border measures and regulatory cooperation.[xxvii] While FTAs aim to boost trade, their impact can be uneven. Some agreements have failed to entirely realise the expected benefits of trade and investment flows.[xxviii] There are also concerns that FTAs may reduce policy space for developing country partners to pursue alternative development strategies.[xxix] Economic However, several economic challenges regarding the EU-India negotiated FTA can be easily identified. To begin, the talks were stuck for nearly two decades, mainly because the EU and India had different goals. The EU wants deeper integration, including investment and competition policies, whereas India prefers a more limited agreement. This has led to repeated delays, and little progress has been made. Specifically, market access has been a point of contention, especially in sensitive sectors such as agriculture and automobiles. India imposes high tariffs on EU cars (60-100%) compared to the EU's 6.5% on Indian cars, and it protects its agricultural sector, making it difficult for EU farmers to enter the market. The EU also wanted India to open up services such as accountancy and legal work, but India resisted due to fears of competition.[xxx] The EU has strict rules, such as the Carbon Border Adjustment Mechanism (CBAM) and sustainability directives, which India sees as overregulatory and burdensome. This creates friction, as India worries these rules could act as trade barriers. There are also issues with intellectual property rights, where the EU wants stronger protection, but India resists keeping generic drugs affordable.[xxxi] Finally, the EU has invested heavily in India, around €100 billion by 2020, but India's decision to end bilateral investment treaties in 2016 and stalled talks on investment protection since 2023 creates uncertainty. There is also a trust deficit, with India fearing EU regulatory overreach and the EU worrying about compliance.[xxxii] Geopolitics and security As mentioned above, the EU's engagement with India is part of its broader strategy to deepen ties with the Indo-Pacific region. This strategy is driven by the need to counterbalance rising powers like China and enhance its global influence. The EU's Indo-Pacific Strategy and the Global Gateway Initiative reflect this ambition, emphasising the importance of strategic partnerships with like-minded actors such as India.[xxxiii] China's growing economic and military presence in the Indo-Pacific region poses a significant challenge for the EU and India. The EU has expressed concerns about China's assertive behaviour in the South China Sea and its Belt and Road Initiative (BRI), which is seen as a tool for expanding Chinese influence.[xxxiv] The EU and India share a common interest in promoting rules-based international order and countering China's increasing dominance. This alignment has been a key driver of their strategic partnership, with both sides seeking to enhance trade, technology, and security cooperation.[xxxv] The Russia-Ukraine war has further complicated the geopolitical landscape, with significant implications for EU-India relations. While the EU has strongly supported Ukraine, India has maintained a more neutral stance by prioritising its strategic partnership with Russia.[xxxvi] This divergence in approach has created tensions, particularly in terms of energy security and sanctions, which could impact FTA negotiations. The EU and India face various traditional security challenges that affect their strategic partnerships and FTA negotiations. China's military modernisation and assertive behaviour in the Indo-Pacific region have heightened security concerns for the EU and India. The EU has expressed support for India's role in maintaining regional stability, particularly in China's actions in the South China Sea and along the India-China border.[xxxvii] The EU and India are also concerned about regional instability, including Myanmar and the Korean Peninsula. These issues underscore the need for enhanced security cooperation between the two partners.[xxxviii] As for non-traditional security challenges, climate change and energy security are key areas of cooperation between the EU and India. The EU has emphasised the importance of transitioning to renewable energy sources, while India has sought to balance its energy needs with environmental concerns.[xxxix] In addition, the increasing importance of digital technologies has highlighted the need for cooperation in cybersecurity and data protection areas. The EU and India are interested in collaborating with digital infrastructure and innovation.[xl] Conclusion According to the European Parliament, “India was among the first countries to establish diplomatic relations with the European Economic Community in 1962. With the formal establishment of the EU in 1993, India signed a Cooperation Agreement in 1994, which opened the door to broader political interaction between the two. […] The relationship was upgraded to a 'Strategic Partnership' during The Hague's 5th India-EU Summit in 2004. From 1980 to 2005, EU-India trade grew from €4.4 billion to €40 billion. The EU was India's largest trading partner at the time, accounting for 22.4% of Indian exports and 20.8% of imports”.[xli] Despite these incentives, India's historical emphasis on autonomy and self-reliance can sometimes clash with the EU's multilateral approach.[xlii] Further, India's complex relationship with Russia, particularly its continued reliance on Russian defence technology, presents a challenge for closer EU-India security cooperation.[xliii] Finally, although the EU and India share concerns about China's growing influence, their strategies for managing this challenge may differ. These issues, if left unaddressed, could limit the potential for a deeper and more strategic partnership between the EU and India.[xliv] Time will typically show how much the FTA between the EU and India will facilitate closer security and geopolitical links. Much depends on great powers' foreign and security policies, such as the US, China, and Russia. Their intricate games make the geopolitical chessboard fascinating, if not difficult to predict. REFERENCES  [1] EU and India kick-start ambitious trade agenda. (2022, June 17). Directorate-General for Trade and Economics. https://policy.trade.ec.europa.eu/news/eu-and-india-kick-start-ambitious-trade-agenda-2022-06-17_en[2] EU trade relations with India. Facts, figures and latest developments. (n.d.). European Commission. https://policy.trade.ec.europa.eu/eu-trade-relationships-country-and-region/countries-and-regions/india_en[3] Joseph, J. E. (2024). Critical factors to consider in the trade–security nexus of the African Continental Free Trade Area: A catalyst for establishing peace. African Security Review https://doi.org/10.1080/10246029.2024.2303459[4] Kurniawan, K. (2011). The Economic, Environmental, and Geopolitical Impacts of ASEAN-China Free Trade Area (ACFTA) on Indonesia. https://www.researchgate.net/publication/349858225_THE_IMPACT_OF_ASEAN-CHINA_FREE_TRADE_AREA_ACFTA_AGREEMENT_ON_INDONESIA'S_MAJOR_PLANTATION_EXPORT_COMMODITIES[5] Pasara, M. T., & Dunga, S. H. (2023). Impact of Regional Trade Agreements on Economic Growth: An Econometric Analysis. https://doi.org/10.1007/978-3-031-30541-2_6[6] Following the U.S. withdrawal, the remaining 11 nations (without the U.S.) negotiated a revised agreement called the CPTPP, which is now in force.[7] Tellis, A. J. (2014). The geopolitics of the TTIP and the TPP. Adelphi Series. https://doi.org/10.1080/19445571.2014.1019720[8] Zhang, Q., & Wang, Q. (2024). Impact assessment of multilateral trade agreements on regional economic growth based on quantitative model optimization. Applied Mathematics and Nonlinear Sciences. https://doi.org/10.2478/amns-2024-2831[9] Chen, Y., & Wu, S. (2024). Can the Founding of Free Trade Zones Lead to Financial Employment Boom? --Based on Multi-period Double-difference model. Highlights in Business, Economics and Management. https://doi.org/10.54097/tfrq5c45[10] Zhang, Q., & Wang, Q. (2024). Impact assessment of multilateral trade agreements on regional economic growth based on quantitative model optimization. Applied Mathematics and Nonlinear Sciences. https://doi.org/10.2478/amns-2024-2831[11] Tellis, A. J. (2014). The geopolitics of the TTIP and the TPP. Adelphi Series. https://doi.org/10.1080/19445571.2014.1019720[12] Zhang, Q., & Wang, Q. (2024). Impact assessment of multilateral trade agreements on regional economic growth based on quantitative model optimization. Applied Mathematics and Nonlinear Sciences. https://doi.org/10.2478/amns-2024-2831[13] Boguszewski, M. (2022). Political economy of domestic influences of free trade agreements: A case study of the agricultural sector in Vietnam (Doctoral dissertation, The Education University of Hong Kong).[14] Palit, A. (2017). Mega-regional trade agreements and non-participating developing countries: Differential impacts, challenges and policy options: Competition and Change. https://doi.org/10.1177/1024529417729324[15] Joseph, J. E. (2024). Critical factors to consider in the trade–security nexus of the African Continental Free Trade Area: A catalyst for establishing peace. African Security Review. https://doi.org/10.1080/10246029.2024.2303459[16] Kurniawan, K. (2011). The Economic, Environmental, and Geopolitical Impacts of ASEAN-China Free Trade Area (ACFTA) on Indonesia.[17] Tellis, A. J. (2014). The geopolitics of the TTIP and the TPP. Adelphi Series. https://doi.org/10.1080/19445571.2014.1019720[18] Palit, A. (2017). Mega-regional trade agreements and non-participating developing countries: Differential impacts, challenges and policy options: Competition and Change. https://doi.org/10.1177/1024529417729324[19] Nordås, H. K. (2023). Services in the India-EU free trade agreement. https://doi.org/10.1016/j.inteco.2023.100460[20] Felbermayr, G., Mitra, D., Aichele, R., & Gröschl, J. K. (2017). Europe and India: Relaunching a Troubled Trade Relationship. Research Papers in Economics.[21] Khorana, S., Perdikis, N., & Kerr, W. A. (2015). Global economies of scale in the EU-India trade agreement: are they the key to a return to economic growth? Asia Europe Journal, 13(1), 41–55. https://doi.org/10.1007/S10308-014-0404-8[22] Carteny, A., & Tosti Di Stefano, E. (2024). The EU and the Indo-Pacific: The path towards a comprehensive strategy. In The European Union in the Asia-Pacific: Rethinking Europe’s strategies and policies (pp. 406–428). Routledge. https://doi.org/10.4324/9781003336143-25[23] Kaura, V., & Singh, P. (2022). European Union’s Indo-Pacific Strategy: Policy Implications For India. Indian Journal of Public Administration, 68(4), 542–555. https://doi.org/10.1177/00195561221098175[24] Grgić, G. (2023). Ambition, meet reality: The European Union’s actorness in the Indo-Pacific. International Political Science Review. https://doi.org/10.1177/01925121231191275[25] Pugliese, G. (2024). The European Union and an “Indo-Pacific” Alignment. Asia-Pacific Review, 31(1), 17–44. https://doi.org/10.1080/13439006.2024.2334182[26] Christou, A., & Damro, C. (2024). Frames and Issue Linkage: EU Trade Policy in the Geoeconomic Turn. Journal of Common Market Studies. https://doi.org/10.1111/jcms.13598[27] Leeg, T. (2014). Normative Power Europe? The European Union in the Negotiations on a Free Trade Agreement with India. European Foreign Affairs Review, 19(3), 335–355. https://dialnet.unirioja.es/servlet/articulo?codigo=4834907[28] De Bièvre, D., & Poletti, A. (2020). Towards Explaining Varying Degrees of Politicization of EU Trade Agreement Negotiations. Politics and Governance, 8(1), 243–253. https://doi.org/10.17645/pag.v8i1.2686[29] Lakatos, C., & Nilsson, L. (2016). The EU-Korea FTA: anticipation, trade policy uncertainty and impact. Review of World Economics, 153(1), 179–198. https://doi.org/10.1007/s10290-016-0261-1[30] Mazyrin, V. M. (2025). The EAEU – Vietnam Free Trade Agreement: Expectations and Reality. Outlines of Global Transformations: Politics, Economics, Law, 17(3), 128–148. https://doi.org/10.31249/kgt/2024.03.07[31] Hurt, S. R. (2012). The EU–SADC Economic Partnership Agreement Negotiations: ‘locking in’ the neoliberal development model in southern Africa? Third World Quarterly, 33(3), 495–510. https://doi.org/10.1080/01436597.2012.657486[32] Khorana, S. (n.d.). The FTA: a strategic call for the EU and India? European Council on Foreign Relations, India’s Foreign Policy. https://ecfr.eu/special/what_does_india_think/analysis/the_fta_a_strategic_call_for_the_eu_and_india[33] Carbon Border Adjustment Mechanism. (n.d.). European Commission, Taxation and Customs Union. https://taxation-customs.ec.europa.eu/carbon-border-adjustment-mechanism_en[34] Mishra, A. R. (2015). India cancels EU trade talks over pharma ban. Mint. https://www.livemint.com/Politics/JtJwcwhXDZz4c01D9DGk5I/Govt-cancels-trade-negotiatorlevel-meet-with-EU.html[35] Reiterer, M. (2023). The Indo-Pacific taking centre-stage for the EU’s security policy. EuZ – Zeitschrift Für Europarecht. https://doi.org/10.36862/eiz-euz022[36] Singh, M. (2021). India, Europe and Connectivity: From Shared Views on BRI to Mutual Cooperation? (pp. 133–159). Palgrave Macmillan, Singapore. https://doi.org/10.1007/978-981-33-4608-6_6[37] Kugiel, P. (2021). From Destroyer to Preserver? The Evolution of India’s Position Towards the Liberal International Order and Its Significance for the EU–India Strategic Partnership (pp. 253–273). Springer, Cham. https://doi.org/10.1007/978-3-030-65044-5_12[38] Dominguez, R., & Sverdrup-Thygeson, B. (2021). The Role of External Powers in EU–Asia Security Relations (pp. 415–435). Palgrave Macmillan, Cham. https://doi.org/10.1007/978-3-030-69966-6_19[39] Reiterer, M. (2023). The Indo-Pacific taking centre-stage for the EU’s security policy. EuZ – Zeitschrift Für Europarecht. https://doi.org/10.36862/eiz-euz022[40] Kirchner, E. J. (2022). EU Security Alignments with the Asia-Pacific. Asian Affairs, 53(3), 542–560. https://doi.org/10.1080/03068374.2022.2082165[41] Singh, M. (2021). Multilateralism in a Changing Global Order: Prospects for India–EU Cooperation (pp. 275–290). Springer, Cham. https://doi.org/10.1007/978-3-030-65044-5_13[42] Aspengren, H. C., & Nordenstam, A. (2021). What Strategies Can Do for Strategic Partnerships: Lessons from the EU’s Strategy on India (pp. 67–85). Springer International Publishing. https://doi.org/10.1007/978-3-030-65044-5_4[43] Delivorias, A., & Mácsai, G. (2024). EU-India free trade agreement. In BRIEFING International Agreements in Progress. European Parliament. https://www.europarl.europa.eu/RegData/etudes/BRIE/2024/757588/EPRS_BRI(2024)757588_EN.pdf  [44] Sinha, Aseema, and Jon P. Dorschner. 2009. “India: Rising Power or a Mere Revolution of Rising Expectations?” Polity 42 (1): 74. https://doi.org/10.1057/pol.2009.19.[45] Chandrasekar, Anunita. 2025. “It’s Time to Upgrade the EU-India Relationship.” https://www.cer.eu/insights/its-time-upgrade-eu-india-relationship.[46] Gare, Frédéric and Reuter Manisha. “Here be dragons: India-China relations and their consequences for Europe”. 25 May 2023. https://ecfr.eu/article/here-be-dragons-india-china-relations-and-their-consequences-for-europe/

Diplomacy
Bandung, Indonesia, July 27th 2024 : A close-up of a globe focused on Southeast Asia, highlighting Indonesia, the Philippines, and surrounding regions.

NATO-Europe-US Cooperation in the Indo-Pacific: Challenging Times Ahead

by Gabriele Abbondanza

Dr. Gabriele Abbondanza is Lecturer and Marie Curie Fellow at the University of Madrid (UCM), Associate Researcher at the University of Sydney (USYD), and Associate Fellow at the Istituto Affari Internazionali (IAI).As the Indo-Pacific gradually becomes the world’s geopolitical and geoeconomic epicentre, states and regional organisations are progressively pivoting to it. Due to a combination of drivers – chiefly US pressure, economic opportunities, strategic interests and politico-normative priorities – European and Indo-Pacific actors have increased cooperation with Washington and NATO in the region. However, the second Trump administration looks considerably less aligned with the conventional pillars of US foreign policy. In light of the unfolding fracture between the US and its European allies over Ukraine, what lies ahead for NATO-Europe-US cooperation in the Indo-Pacific? [1] The priorities of NATO’s Indo-Pacific partners The so-called Indo-Pacific Four (Australia, Japan, South Korea and New Zealand – IP4) are NATO’s regional partners as well as formal US allies, each of them with specific priorities and concerns. Australia is possibly the US’s most unwavering ally in the Indo-Pacific. Canberra has second-tier yet noticeable military capabilities, a large military expenditure and moderate expeditionary experience.[2] The country has cooperated with NATO in the Middle East and the Indian Ocean, and is a NATO “Enhanced Opportunities Partner”.[3] Consequently, greater Australia-NATO cooperation in the Indo-Pacific is foreseeable, although this would require US approval and would be subject to President Trump’s transactional approach. Japan is another steadfast Indo-Pacific player, being the country in which the modern iteration of the “Indo-Pacific” as a strategic concept originated. Tokyo is acutely threat-aware – its exclusive economic zones border both China’s and Russia’s – and is entirely aligned with Washington. Despite the country’s constitutional and budgetary limitations, its military capabilities are very significant, although their deployments are traditionally minimal. Japan has mostly supported NATO via financial means, yet the latest tailored partnership shows much scope for future cooperation. As with Australia, any major NATO-oriented development is subordinated to US approval. South Korea is a more recent component of the Indo-Pacific equation, chiefly due to its vast security-trade divide visà-vis the US (a treaty ally with around 30,000 troops stationed in the country) and China (whose bilateral trade is worth over 300 billion dollars). Even so, the country is now more explicitly aligned with the US, and although its contribution to NATO activities is less prominent than Australia’s, Seoul’s position as a major defence player could stimulate stronger cooperation with the Alliance in the region. Once again, a continuing US commitment would be a prerequisite in this case too. Lastly, New Zealand, arguably the “odd man out” among the IP4 due to its low threat perception, its focus on non-traditional security, the nuclear-free policy in its waters, a consequently “milder” relationship with the US, and its lower material capabilities. Still, Wellington has recently performed passing exercises (PASSEXs),[4] it has previously supported NATO in the Balkans, Afghanistan and the Indian Ocean, and currently focuses on technology and military capacitybuilding. Hence, more cooperation in these specific areas could be envisioned, given their “low-security” perimeter. In short, the IP4 displays varying degrees of Indo-Pacific cooperation with NATO. While there is a general convergence on greater involvement, stronger cooperation traditionally requires US consent, which is a less straightforward condition compared to the past. Europe at a crossroads Europe’s interaction with the IndoPacific is gaining momentum, despite being relatively recent. The spillover effects of Indo-Pacific security issues have prompted a widespread recognition of the region’s significance, including the “big four” (France, the UK, Germany and Italy) with their broad alignment to the US, large material capabilities (and blue-water navies) and expeditionary experience.[5] This development holds much promise for Europe-NATO convergence in the region, also considering their substantial cooperation in the Indian Ocean and the Mediterranean. France spearheaded the European approach to the Indo-Pacific, on account of its status of “resident power” (with overseas territories, population and military bases in the region), through an effective combination of hard and soft power. The UK, the only other resident power, has systematically engaged with the region in more recent times, following a more traditional (USled) balancing strategy. Germany and the Netherlands, two major trading nations, tend to interact with the IndoPacific in a more “neutral” way, with Germany trying to limit its excessive reliance on China. Italy represents a particular case, as its economic, normative and security engagement (including major deployments and naval diplomacy) in the region is both rooted and substantial (the country’s “Enlarged Mediterranean” sphere of interest overlaps with the western Indo-Pacific), although it does not have a formal regional strategy (yet).[6] The EU, too, has openly recognised the necessity of an Indo-Pacific pivot and is pursuing it with its own policy tools.[7] Lastly, other European countries – virtually all NATO members – are gradually refocusing on this region. However, the widening fracture with Europe’s greatest ally – the US – marks a major shift in transatlantic relations. While this may not be a permanent turn in US foreign policy, Washington’s instability is prompting Europe to do more, to do better and to do it rapidly. On the one hand, the current US posture is already spurring a greater European role in its immediate neighbourhood, which undoubtedly remains the main priority area. On the other, given that Europe’s interests are now inextricably intertwined with the Indo-Pacific, a stronger European activism in this region is altogether possible, mainly due to economic, strategic and political interests, in addition to renewed US burden-sharing pressures. As more intense rivalry with China is unlikely due to well-known issues concerning political and material resources, greater cooperation with Europe’s many IndoPacific partners – including the NATO IP4[8] – may well represent a realistic step forward towards further developing European countries’ role in the region. To achieve this, Europe needs a more realistic (that is, higher) threat awareness, greater defence spending, more integrated defence systems[9] and, arguably, a European security-oriented minilateral which gathers a “coalition of the willing” aiming to protect Europe and its partners. This can take the form of a “European pillar” within NATO and/or a European defence union, among other options. Although these are remarkably ambitious goals, challenging times warrant more decisive actions. Shockwaves from Washington, and how to navigate them In the Euro-Atlantic area, Washington is the informal though undisputed leader within NATO; in the Indo-Pacific, it is at the helm of a ‘hub and spokes system’ of alliances and partnerships. This latticework of security architectures has guaranteed stability for US allies – and US primacy – for around 80 years.[10] Today, this unprecedented collective security endeavour faces not only external challenges – chiefly Russian and Chinese revisionism – but also internal ones due to Trump’s destabilising policies. The latter are creating divisions among NATO and Indo-Pacific allies, preoccupations among Indo-Pacific partners (Taiwan above all) and, conversely, greater confidence among systemic rivals. While Washington’s sudden unreliability in supporting Ukraine cannot be fully compared to the Taiwan case – chiefly due to the US grand strategy’s emphasis on the IndoPacific – the Trump administration’s recent foreign policy demands higher cooperation between NATO’s members and global partners. Stronger support for maritime security, interoperability, reciprocal access agreements and cooperation on non-traditional security issues are necessary. Nevertheless, this shouldn’t necessarily take place with NATO’s official aegis, given the Indo-Pacific’s traditional wariness of security-based initiatives, hard power politics and confrontational approaches more in general, which has led to many states adopting “hedging postures” over the years. Amidst the volatile 2020s, two final implications stand out. First, the IndoPacific’s sheer importance can no longer be ignored. While other regions acknowledged it long ago, Europe is making up for the time lost, although it still lacks a unified approach. Second, as the US adds to global uncertainties rather than addressing them, allies and partners must assume greater international roles while hoping that cooperation eventually resumes. This should prompt greater EuropeIndo-Pacific-NATO cooperation in light of growing economic, political, and security interdependence.  Some recent developments – the Draghi and Letta reports for the EU, the European Commission’s response to them, NATO’s resilience amid this uncertainty – are promising, though only time will tell if they will produce the foreign policy shifts that are required to adapt to a more challenging 21st century. NOTES & REFERENCES [1] This op-ed draws on the author’s contribution to a recent high-level roundtable organised by the NATO Defense College Foundation. See “A Roma esperti a confronto sul futuro ruolo della Nato nell’Indo-Pacifico”, in Agenzia Nova, 4 March 2025, https://www.agenzianova.com/news/?p=395219.  [2] Elcano Royal Institute, Elcano Global Presence Index 2023: Australia,https://www.globalpresence.realinstitutoelcano.org/en/countrySheetPage?countries=36&years=2023. [3] NATO, Relations with Partners in the IndoPacific Region, 24 October 2024, https://www.nato.int/cps/el/natohq/topics_183254.htm. [4] They entail the passage (without military exercises) through international or territorial waters as granted by the UN Convention on the Law of the Sea.[5] Gabriele Abbondanza and Thomas Wilkins, “Europe in the Indo-Pacific: Economic, Security, and Normative Engagement”, in International Political Science Review, Vol. 45, No. 5 (November 2024), p. 640-646, https:// doi.org/10.1177/01925121231202694; Elcano Royal Institute, Elcano Global Presence Index 2023, https://www.globalpresence. realinstitutoelcano.org/en. [6] Gabriele Abbondanza, “Italy’s Quiet Pivot to the Indo-Pacific: Towards an Italian Indo-Pacific Strategy”, in International Political Science Review, Vol. 45, No. 5 (November 2024), p. 669- 679, https://doi.org/10.1177/01925121231190093. [7] Gorana Grgić, “Ambition, Meet Reality: The European Union’s Actorness in the Indo-Pacific”, in International Political Science Review, Vol. 45, No. 5 (November 2024), p. 680-689, https://doi.org/10.1177/01925121231191275. [8] Giulio Pugliese, “How to Facilitate NATOIP4 Defense Industrial Cooperation: The Case of Italy and Japan”, in Liselotte Odgaard (ed.), Moving the NATO-IP4 Partnership from Dialogue to Cooperation Maritime Security and Next-Generation Technologies, Washington, Hudson Institute, March 2025, p. 32-35, https:// www.hudson.org/node/49515. [9]  Gaia Ravazzolo and Alessandro Marrone, “EU Defence Industrial Initiatives: A Quantum Leap Is Needed”, in IAI Commentaries, No. 24|79 (December 2024),https://www.iai.it/en/node/19309. [10] Thomas Wilkins, “A Hub-and-Spokes ‘Plus’ Model of US Alliances in the Indo-Pacific: Towards a New ‘Networked’ Design”, in Elena Atanassova-Cornelis Yoichiro Sato and Tom Sauer (eds), Alliances in Asia and Europe. The Evolving Indo-Pacific Strategic Context and Inter-Regional Alignments, London, Routledge, 2023, p. 8-31. 

Energy & Economics
Comparison of Drought and flood metaphor for climate change and extreme weather.

Global Climate Agreements: Successes and Failures

by Clara Fong , Lindsay Maizland

International efforts, such as the Paris Agreement, aim to reduce greenhouse gas emissions. But experts say countries aren’t doing enough to limit dangerous global warming. Summary Countries have debated how to combat climate change since the early 1990s. These negotiations have produced several important accords, including the Kyoto Protocol and the Paris Agreement. Governments generally agree on the science behind climate change but have diverged on who is most responsible, how to track emissions-reduction goals, and whether to compensate harder-hit countries. The findings of the first global stocktake, discussed at the 2023 UN Climate Summit in Dubai, United Arab Emirates (UAE), concluded that governments need to do more to prevent the global average temperature from rising by 1.5°C. Introduction Over the last several decades, governments have collectively pledged to slow global warming. But despite intensified diplomacy, the world is already facing the consequences of climate change, and they are expected to get worse. Through the Kyoto Protocol and Paris Agreement, countries agreed to reduce greenhouse gas emissions, but the amount of carbon dioxide in the atmosphere keeps rising, heating the Earth at an alarming rate. Scientists warn that if this warming continues unabated, it could bring environmental catastrophe to much of the world, including staggering sea-level rise, devastating wildfires, record-breaking droughts and floods, and widespread species loss. Since negotiating the Paris accord in 2015, many of the 195 countries that are party to the agreement have strengthened their climate commitments—to include pledges on curbing emissions and supporting countries in adapting to the effects of extreme weather—during the annual UN climate conferences known as the Conference of the Parties (COP). While experts note that clear progress has been made towards the clean energy transition, cutting current emissions has proven challenging for the world’s top emitters. The United States, for instance, could be poised to ramp up fossil fuel production linked to global warming under the Donald Trump administration, which has previously minimized the effects of climate change and has withdrawn twice from the Paris Agreement. What are the most important international agreements on climate change? Montreal Protocol, 1987. Though not intended to tackle climate change, the Montreal Protocol [PDF] was a historic environmental accord that became a model for future diplomacy on the issue. Every country in the world eventually ratified the treaty, which required them to stop producing substances that damage the ozone layer, such as chlorofluorocarbons (CFCs). The protocol has succeeded in eliminating nearly 99 percent of these ozone-depleting substances. In 2016, parties agreed via the Kigali Amendment to also reduce their production of hydrofluorocarbons (HFCs), powerful greenhouse gases that contribute to climate change. UN Framework Convention on Climate Change (UNFCCC), 1992. Ratified by 197 countries, including the United States, the landmark accord [PDF] was the first global treaty to explicitly address climate change. It established an annual forum, known as the Conference of the Parties, or COP, for international discussions aimed at stabilizing the concentration of greenhouse gases in the atmosphere. These meetings produced the Kyoto Protocol and the Paris Agreement. Kyoto Protocol, 2005. The Kyoto Protocol [PDF], adopted in 1997 and entered into force in 2005, was the first legally binding climate treaty. It required developed countries to reduce emissions by an average of 5 percent below 1990 levels, and established a system to monitor countries’ progress. But the treaty did not compel developing countries, including major carbon emitters China and India, to take action. The United States signed the agreement in 1998 but never ratified it and later withdrew its signature.  Paris Agreement, 2015. The most significant global climate agreement to date, the Paris Agreement requires all countries to set emissions-reduction pledges. Governments set targets, known as nationally determined contributions (NDCs), with the goals of preventing the global average temperature from rising 2°C (3.6°F) above preindustrial levels and pursuing efforts to keep it below 1.5°C (2.7°F). It also aims to reach global net-zero emissions, where the amount of greenhouse gases emitted equals the amount removed from the atmosphere, in the second half of the century. (This is also known as being climate neutral or carbon neutral.) The United States, the world’s second-largest emitter, is the only country to withdraw from the agreement, a move President Donald Trump made during his first administration in 2017. While former President Joe Biden reentered the agreement during his first day in office, Trump again withdrew the United States on the first day of his second administration in 2025. Three other countries have not formally approved the agreement: Iran, Libya, and Yemen. Is there a consensus on the science of climate change? Yes, there is a broad consensus among the scientific community, though some deny that climate change is a problem, including politicians in the United States. When negotiating teams meet for international climate talks, there is “less skepticism about the science and more disagreement about how to set priorities,” says David Victor, an international relations professor at the University of California, San Diego. The basic science is that:• the Earth’s average temperature is rising at an unprecedented rate; • human activities, namely the use of fossil fuels—coal, oil, and natural gas—are the primary drivers of this rapid warming and climate change; and,• continued warming is expected to have harmful effects worldwide. Data taken from ice cores shows that the Earth’s average temperature is rising more now than it has in eight hundred thousand years. Scientists say this is largely a result of human activities over the last 150 years, such as burning fossil fuels and deforestation. These activities have dramatically increased the amount of heat-trapping greenhouse gases, primarily carbon dioxide, in the atmosphere, causing the planet to warm. The Intergovernmental Panel on Climate Change (IPCC), a UN body established in 1988, regularly assesses the latest climate science and produces consensus-based reports for countries. Why are countries aiming to keep global temperature rise below 1.5°C? Scientists have warned for years of catastrophic environmental consequences if global temperature continues to rise at the current pace. The Earth’s average temperature has already increased approximately 1.1°C above preindustrial levels, according to a 2023 assessment by the IPCC. The report, drafted by more than two hundred scientists from over sixty countries, predicts that the world will reach or exceed 1.5°C of warming within the next two decades even if nations drastically cut emissions immediately. (Several estimates report that global warming already surpassed that threshold in 2024.) An earlier, more comprehensive IPCC report summarized the severe effects expected to occur when the global temperature warms by 1.5°C: Heat waves. Many regions will suffer more hot days, with about 14 percent of people worldwide being exposed to periods of severe heat at least once every five years. Droughts and floods. Regions will be more susceptible to droughts and floods, making farming more difficult, lowering crop yields, and causing food shortages.  Rising seas. Tens of millions of people live in coastal regions that will be submerged in the coming decades. Small island nations are particularly vulnerable. Ocean changes. Up to 90 percent of coral reefs will be wiped out, and oceans will become more acidic. The world’s fisheries will become far less productive. Arctic ice thaws. At least once a century, the Arctic will experience a summer with no sea ice, which has not happened in at least two thousand years. Forty percent of the Arctic’s permafrost will thaw by the end of the century.  Species loss. More insects, plants, and vertebrates will be at risk of extinction.  The consequences will be far worse if the 2°C threshold is reached, scientists say. “We’re headed toward disaster if we can’t get our warming in check and we need to do this very quickly,” says Alice C. Hill, CFR senior fellow for energy and the environment. Which countries are responsible for climate change? The answer depends on who you ask and how you measure emissions. Ever since the first climate talks in the 1990s, officials have debated which countries—developed or developing—are more to blame for climate change and should therefore curb their emissions. Developing countries argue that developed countries have emitted more greenhouse gases over time. They say these developed countries should now carry more of the burden because they were able to grow their economies without restraint. Indeed, the United States has emitted the most of all time, followed by the European Union (EU).   However, China and India are now among the world’s top annual emitters, along with the United States. Developed countries have argued that those countries must do more now to address climate change.   In the context of this debate, major climate agreements have evolved in how they pursue emissions reductions. The Kyoto Protocol required only developed countries to reduce emissions, while the Paris Agreement recognized that climate change is a shared problem and called on all countries to set emissions targets. What progress have countries made since the Paris Agreement? Every five years, countries are supposed to assess their progress toward implementing the agreement through a process known as the global stocktake. The first of these reports, released in September 2023, warned governments that “the world is not on track to meet the long-term goals of the Paris Agreement.” That said, countries have made some breakthroughs during the annual UN climate summits, such as the landmark commitment to establish the Loss and Damage Fund at COP27 in Sharm el-Sheikh, Egypt. The fund aims to address the inequality of climate change by providing financial assistance to poorer countries, which are often least responsible for global emissions yet most vulnerable to climate disasters. At COP28, countries decided that the fund will be initially housed at the World Bank, with several wealthy countries, such as the United States, Japan, the United Kingdom, and EU members, initially pledging around $430 million combined. At COP29, developed countries committed to triple their finance commitments to developing countries, totalling $300 billion annually by 2035. Recently, there have been global efforts to cut methane emissions, which account for more than half of human-made warming today because of their higher potency and heat trapping ability within the first few decades of release. The United States and EU introduced a Global Methane Pledge at COP26, which aims to slash 30 percent of methane emissions levels between 2020 and 2030. At COP28, oil companies announced they would cut their methane emissions from wells and drilling by more than 80 percent by the end of the decade. However, pledges to phase out fossil fuels were not renewed the following year at COP29. Are the commitments made under the Paris Agreement enough? Most experts say that countries’ pledges are not ambitious enough and will not be enacted quickly enough to limit global temperature rise to 1.5°C. The policies of Paris signatories as of late 2022 could result in a 2.7°C (4.9°F) rise by 2100, according to the Climate Action Tracker compiled by Germany-based nonprofits Climate Analytics and the NewClimate Institute. “The Paris Agreement is not enough. Even at the time of negotiation, it was recognized as not being enough,” says CFR’s Hill. “It was only a first step, and the expectation was that as time went on, countries would return with greater ambition to cut their emissions.” Since 2015, dozens of countries—including the top emitters—have submitted stronger pledges. For example, President Biden announced in 2021 that the United States will aim to cut emissions by 50 to 52 percent compared to 2005 levels by 2030, doubling former President Barack Obama’s commitment. The following year, the U.S. Congress approved legislation that could get the country close to reaching that goal. Meanwhile, the EU pledged to reduce emissions by at least 55 percent compared to 1990 levels by 2030, and China said it aims to reach peak emissions before 2030. But the world’s average temperature will still rise more than 2°C (3.6°F) by 2100 even if countries fully implement their pledges for 2030 and beyond. If the more than one hundred countries that have set or are considering net-zero targets follow through, warming could be limited to 1.8˚C (3.2°F), according to the Climate Action Tracker.   What are the alternatives to the Paris Agreement? Some experts foresee the most meaningful climate action happening in other forums. Yale University economist William Nordhaus says that purely voluntary international accords like the Paris Agreement promote free-riding and are destined to fail. The best way to cut global emissions, he says, would be to have governments negotiate a universal carbon price rather than focus on country emissions limits. Others propose new agreements [PDF] that apply to specific emissions or sectors to complement the Paris Agreement.  In recent years, climate diplomacy has occurred increasingly through minilateral groupings. The Group of Twenty (G20), representing countries that are responsible for 80 percent of the world’s greenhouse gas pollution, has pledged to stop financing new coal-fired power plants abroad and agreed to triple renewable energy capacity by the end of this decade. However, G20 governments have thus far failed to set a deadline to phase out fossil fuels. In 2022, countries in the International Civil Aviation Organization set a goal of achieving net-zero emissions for commercial aviation by 2050. Meanwhile, cities around the world have made their own pledges. In the United States, more than six hundred local governments [PDF] have detailed climate action plans that include emissions-reduction targets. Industry is also a large source of carbon pollution, and many firms have said they will try to reduce their emissions or become carbon neutral or carbon negative, meaning they would remove more carbon from the atmosphere than they release. The Science Based Targets initiative, a UK-based company considered the “gold standard” in validating corporate net-zero plans, says it has certified the plans of  over three thousand firms, and aims to more than triple this total by 2025. Still, analysts say that many challenges remain, including questions over the accounting methods and a lack of transparency in supply chains. Recommended Resources This timeline tracks UN climate talks since 1992. CFR Education’s latest resources explain everything to know about climate change.  The Climate Action Tracker assesses countries’ updated NDCs under the Paris Agreement. CFR Senior Fellow Varun Sivaram discusses how the 2025 U.S. wildfires demonstrate the need to rethink climate diplomacy and adopt a pragmatic response to falling short of global climate goals. In this series on climate change and instability by the Center for Preventive Action, CFR Senior Fellow Michelle Gavin looks at the consequences for the Horn of Africa and the National Defense University’s Paul J. Angelo for Central America. This backgrounder by Clara Fong unpacks the global push for climate financing.

Diplomacy
Delegates in 2025 China-CELAC Forum

The beginning of a new phase in Latin America-China relation

by Daniel Morales Ruvalcaba

The Fourth Ministerial Meeting of the China-CELAC Forum does not mark the end of a stage, but the beginning of a new phase in the Sino-Latin American relationship. Since its inception in 2014, the China–CELAC Forum (FCC) has gone through three key stages that outline its evolution. The first ministerial meeting, held in Beijing in 2015, laid the normative foundation for the mechanism, establishing its intergovernmental and voluntary nature. The second, held in Santiago, Chile, in 2018, consolidated priority areas of cooperation and linked the Forum to the Belt and Road Initiative. The third, held virtually in 2021, updated the agenda in a pandemic context, incorporating new topics such as health, digitalization, and sustainability. After a period of relative inertia, the Fourth Ministerial Meeting—held on May 13, 2025, in Beijing—represented a turning point both in ambition and strategic scope. It is essential to remember that the Ministerial Meeting constitutes the highest level of deliberation within the mechanism, bringing together the foreign ministers of China and Latin American countries. In this edition, Chinese Foreign Minister Wang Yi presided over the sessions, emphasizing that, as developing countries and members of the Global South, China and Latin America must coordinate efforts to defend their legitimate rights and interests. As a result of the meeting, two key documents were adopted: the Beijing Declaration and the Joint Action Plan 2025–2027, approved by all 33 participating countries—with the exception of Argentina, which chose not to endorse the documents. Although the FCC is primarily ministerial in design, it occasionally takes on a broader political dimension, with the participation of heads of state and government. Such was the case this time, as the intervention of President Xi Jinping—host and central figure of the meeting—gave the forum a strategic tone and outlined its future roadmap. In the face of global challenges such as unilateralism, trade wars, and the climate crisis, Xi proposed a cooperation architecture based on five strategic programs combining political, economic, social, cultural, and security objectives. First, the Solidarity Program reflects the political dimension. In this regard, Xi Jinping stated that “China is ready to continue supporting each other with LAC [Latin America and the Caribbean] on matters concerning our respective core interests and major concerns.” This stance contrasts with more restrictive approaches promoted by the United States, such as during the IX Summit of the Americas (2022), where Cuba, Venezuela, and Nicaragua were excluded. Moreover, the Beijing gathering fits into an active diplomatic sequence that includes the G20 summit in Rio (November 2024), APEC in Lima (November 2024), and the upcoming BRICS summit in July 2025, also in Rio. Far from being symbolic gestures, the frequency of these encounters reveals a convergent strategy of global engagement on China’s part, based on sustained regional alliances. Second, the Development Program encompasses the economic dimension. This pillar aims to promote cooperation in growth, investment, and productive transformation, expanding into strategic sectors such as artificial intelligence, the digital economy, and clean energy. Xi announced a credit line of 66 billion yuan to support regional development, which constitutes not only a financial contribution but also a clear sign of confidence in Latin America amid trade fragmentation and the reconfiguration of global value chains. Third, the Civilizations Program expresses the cultural dimension in the cooperation agreements. Beijing promotes intercivilizational dialogue grounded in equality, mutual learning, and inclusion. This translates into initiatives such as Latin American Art Seasons in China, joint heritage conservation projects, and comparative studies on ancient civilizations. In a region historically influenced by American cultural ideology, this strategy seeks to diversify symbolic references, strengthen Chinese soft power, and project a more respectful and relatable image in Latin America. Fourth, the Peace Program underscores the increasingly relevant security dimension. This pillar marks a qualitative evolution in China’s outreach to the region, as it addresses non-traditional security issues from a cooperative standpoint. Based on support for the Proclamation of Latin America and the Caribbean as a Zone of Peace (CELAC, 2014), China proposes to strengthen collaboration in areas such as cybersecurity, counterterrorism, corruption, drug trafficking, and organized crime. This approach reinforces the principles of non-interference and peaceful resolution, aligning with the concrete needs of Latin American states. Fifth, the People-to-People Program expresses the social dimension. This component consolidates the social connection between China and Latin America through scholarships, technical training, Chinese-language teacher education, and community projects. The inclusion of tourism as a focal point—alongside the upcoming implementation of a visa waiver policy for five Latin American countries—highlights the intention to promote direct exchange between populations. The five programs outlined by Xi Jinping—solidarity (political), development (economic), civilizations (cultural), peace (security), and people (social)—constitute a comprehensive framework that positions China as a multidimensional partner for Latin America. This strategic vision is grounded in an already robust economic relationship: in 2024, bilateral trade surpassed $500 billion, reaching the goal set a decade ago. In this context, the third edition of the White Paper on Latin America and the Caribbean is expected to be published soon, a document that will complement the commitments made in the final declaration and the Action Plan adopted in Beijing. Thus, the Fourth Ministerial Meeting of the China–CELAC Forum does not mark the end of a phase, but the beginning of a new chapter in Sino–Latin American relations. The scope and quality of this phase will depend on the ability of Latin American actors to engage strategically and proactively with China’s proposal. The opportunity is there. *This article was originally published on the REDCAEM website.

Diplomacy
ASEAN - GCC Ministerial Meeting - 25 May 2025 Group Photo

Implications of Xi Jinping's visit to Malaysia and Trump's visit to the Gulf ahead of the Malaysia-led ASEAN-China-GCC summit

by Nadia Helmy

China relies heavily on Malaysia as a bridge for cooperation, dialogue, and coordination with the Gulf Cooperation Council (GCC) countries and China in confronting the economic and political challenges imposed by the United States on China and many countries around the world after President “Trump” increased US tariffs on China. To this end, China seeks to coordinate with Malaysia during its presidency of the (ASEAN Summit) this year 2025, and its concurrent presidency of the (ASEAN-GCC Cooperation Summit), a situation China is keen to capitalize on through its distinguished partnership with Malaysia. In addition, Chinese President Xi Jinping's visit to Malaysia in mid-April 2025, during which they issued a joint statement on support for Gaza and the Palestinian cause in the face of Israeli violations.  Malaysia's meetings and its current hosting of the (ASEAN Summit and the ASEAN-GCC Cooperation Summit) come after important trade talks between the United States and China in Switzerland in May 2025, the same month as the ASEAN and ASEAN-GCC Cooperation Summits with China. The ASEAN-GCC Summit may be a real opportunity to lay the foundation for deeper negotiations between the world's two largest economies after a period of escalation in the trade war between the two sides.  Given the importance of the ASEAN region to Southeast Asia, which represents China's vital backyard, it is at the heart of the strategy for managing major events between Washington and Beijing in the Indo-Pacific region. To this end, Washington and Beijing signed a strategic partnership agreement with ASEAN, given its critical importance to both countries.  Former US President Joe Biden signed a new Comprehensive Strategic Partnership agreement between the United States and the Association of Southeast Asian Nations (ASEAN), describing it as a decisive step toward addressing the biggest issues of our time. Meanwhile, Beijing emphasized strengthening the Comprehensive Strategic Partnership agreement it signed with ASEAN in 2021, with China keen to jointly build the world's largest free trade area.  The most prominent complex global issues on the agenda of ASEAN countries, China, Malaysia, and the Gulf Cooperation Council (GCC) in their confrontation with Washington and Russia include (the war in Ukraine, climate change, regional tensions around the Taiwan Strait and the South China Sea, North Korea's missile launches, the recent Gaza war, and US tariffs), among others.To this end, China officially confirmed Chinese Premier Li Keqiang's visit to Malaysia in late May 2025 to attend a summit coordinated by China with a newly formed group of Southeast Asian and Arab countries, through which Beijing hopes to garner support in the face of Washington's tariffs. China also launched a campaign to mend relations with the European Union, Japan, and South Korea, after US President Donald Trump imposed a series of tariffs on numerous countries on April 2, 2025, before abruptly suspending them for dozens of countries except China.  Chinese Premier “Li Keqiang” will also be in Kuala Lumpur, Malaysia, to attend the (ASEAN-GCC-China Summit) on May 27, 2025, which will be held one day after the ASEAN Summit scheduled for May 26, 2025. China has not publicly confirmed the names and number of Chinese officials who will comprise the Chinese delegation it will send to Malaysia before the summits in Malaysia.  From my analytical perspective, this may stem from China's fear that the United States and its ASEAN allies will exert pressure on those Chinese figures who will participate in the (ASEAN-GCC Summit) in particular.  In my view, Chinese President Xi Jinping's visit to Malaysia in mid-April 2025 is linked to the role Malaysia will play, along with its ally China, in confronting US protectionist policies. This follows President Xi Jinping's visit to three Southeast Asian countries (Vietnam, Malaysia, and Cambodia) to win them over to China's side in its trade war with the United States. To this end, China is seeking to win Malaysia over, particularly at this time, as Beijing intensifies its current efforts to secure partnerships to protect its economy from the escalating trade war with the United States. While the three countries (Vietnam, Cambodia, and Malaysia) will benefit from Chinese President Xi Jinping's visit in mid-April 2025 to diversify their Chinese supply chains, it also places them in a challenging position with the US, and in the crosshairs of US President Trump as he seeks to restrict the reshipment of Chinese goods to its regional neighbors and then transport them through them to the world.  In anticipation of all stages of US escalation against China, Chinese President “Xi Jinping” convened and chaired the Central Working Conference on Diplomacy with Neighboring Countries in early May 2025. This conference highlighted China's increasing focus on strengthening regional relations, particularly with its neighbors, most notably Malaysia and its ASEAN partners.  On the other hand, there is competition between the United States, China, and Europe to enhance economic presence at the joint summit between the Malaysia-led ASEAN and the Gulf Cooperation Council (GCC) in Kuala Lumpur, Malaysia. The GCC countries are in fierce competition with the United States, Russia, China, and Europe to strengthen their economic presence in the vibrant ASEAN, which holds promising opportunities in multiple fields for the Gulf community. The ASEAN summit with the Gulf states and China represents an important milestone that reflects the growing interest of the leaders of the Gulf Cooperation Council (GCC) in strengthening relations with the ASEAN countries and China, in the face of economic and geopolitical challenges that require deeper coordination and more flexible cooperation. This is especially true given the unbalanced nature of Trump's personality, from the perspective of the Gulf states, even his closest allies. Many GCC leaders fear a sudden Trump coup against his closest allies, which is one of the reasons for the Gulf's move towards rapprochement with the ASEAN and China, led by Malaysia. The geopolitical transformations and escalating international competition between China and the United States over the Asian region and the Association of Southeast Asian Nations (ASEAN) in East and Southeast Asia, on the part of Russia, Europe, the United States, and China, have highlighted the efforts of the Gulf Cooperation Council (GCC) countries to strengthen their economic and political presence in this vital region through strategic partnerships that transcend traditional considerations and are based on mutual interests and commonalities. ASEAN countries represent emerging economies that hold promising opportunities in multiple fields for China and the Gulf countries, such as energy and infrastructure. This is why all GCC countries are currently investing in it. Furthermore, there are important commonalities, including that these countries, like the Gulf states, are also seeking to distance themselves from geopolitical polarization in their regional environment, especially after the recent Gaza war. The GCC countries are currently unwilling to enter into economic alliances against other parties. This provides common ground for fruitful cooperation between all, led and coordinated by Malaysia as a bridge for communication, dialogue, and coordination between the GCC countries, primarily with China.  There is also a mutual desire to strengthen Sino-Gulf relations with ASEAN countries through Malaysia at various levels, including cultural cooperation, based on a shared history spanning hundreds of years, particularly through the Chinese Belt and Road Initiative, which represents numerous cultural and civilizational aspects, in addition to its economic, commercial, and investment importance for all.  The secret to ASEAN's success and the encouragement of GCC countries to cooperate and coordinate with it and with China through Malaysia is its focus on economic objectives, transcending ideology and non-interference in the internal politics and affairs of other countries, while giving priority to development and investment. The new and vital area of coordination between ASEAN, China, Malaysia, and the GCC countries is the Maritime Cooperation Mechanism, recognizing the importance of oceans and seas as a key factor in driving growth.  Therefore, there is a working agenda for a framework for maritime cooperation among all concerned countries, to ensure the security of maritime and logistical straits, achieve the principles of maritime safety and security, and ensure freedom of navigation and air traffic without obstacles that limit the movement of legitimate maritime trade. It also promotes peaceful resolution of disputes in accordance with the principles of universally recognized international law.   The Gulf's move toward cooperation with ASEAN countries and China, through Malaysia's coordination of the Gulf Cooperation Council (GCC) summit with ASEAN and China, has several fundamental reasons. These include the United States' imposition of tariffs on several countries, including the GCC itself, at varying rates. This will impact their exports to the US market. This move will inevitably push them to seek alternative markets, enhancing opportunities for cooperation between ASEAN and China, led by Malaysia, with the Gulf countries. This comes amid Chinese efforts to leverage these changes to strengthen its negotiating position vis-à-vis the Americans. Perhaps the positive thing is that Washington announced the suspension of these tariffs on China for 90 days, but I most likely expect it to impose other tariffs on China and the Gulf countries and set other conditions. This will make economic relations between the GCC countries, ASEAN, and China vis-à-vis Washington more tense in the short and long term, as their exports to the US will inevitably be affected in the near future. Therefore, we note that these common challenges facing the Gulf Cooperation Council (GCC), ASEAN, China, and Malaysia together in the face of these American pressures, even after Trump's visit to the three Gulf states (Saudi Arabia, Qatar, and the UAE) in the same month as the (ASEAN-China-GCC summit) in Malaysia in May 2025, open the door to new economic dialogues between all parties and help form regional blocs between ASEAN, China, Malaysia, and the GCC countries. There is clear enthusiasm from all parties to make this happen on the ground. Suffice it to mention the keenness of the concerned parties to hold real summits at the level of heads of state, in addition to ongoing ministerial and technical meetings. This reflects the existence of a genuine political will that seeks to translate all these aspirations into practical partnerships on the ground.  In this context, China, ASEAN, and Malaysia welcomed Saudi Arabia's bid to host Expo 2030 in Riyadh, highlighting the importance of organizing regional and international exhibitions to revitalize economic and cultural exchanges between the Gulf and ASEAN regions, including Southeast Asian countries, China, and Malaysia. They also emphasized the importance of conducting consultations to explore cooperation on implementing the “ASEAN Integration Initiative Action Plan” (2021-2025) and integration programs in the Gulf Cooperation Council (GCC) countries with China and Malaysia. This is what the ASEAN-GCC Joint Summit with China and Malaysia seeks to explore and achieve.  The ASEAN-GCC-China Joint Summit, led by Malaysia, is expected to discuss the Joint Action Plan until 2028 and enhance cooperation between the two organizations, particularly political, economic, security, and cultural aspects, as well as investment, tourism, agriculture, halal products, education, and training.  Coordination between these parties, through Malaysia's presidency of the current ASEAN-GCC summit with China, is focused on key economic partnership priorities, namely enhancing regional market integration and integrating them through cooperative partnerships among all, while strengthening the multilateral trading system. This summit also aims to strengthen existing relations between the Gulf states, ASEAN, and China, given the current circumstances, regional conditions, and rapid international changes. The summit will also enhance the dynamics of relations between ASEAN, the GCC, China, and Malaysia, by discussing the path forward and strengthening cooperation across a number of existing areas of cooperation, including combating international crimes and terrorism. It is also an opportunity to identify new areas of cooperation in security, politics, economics, and cultural pillars. The most important aspect, from my perspective, is that the currently emerging multipolar international order requires middle powers such as the Gulf states, ASEAN, China, and Malaysia to stick together and reach a joint dialogue to support multilateral relations, particularly political aspects, and to coordinate their common positions, especially after the recent Gaza war and the American pressures that have become openly exerted on everyone. In general, the relationship between the Gulf and ASEAN sides, along with China and Malaysia, is considered primarily economically important for all, but it has also evolved due to circumstances in the political dimension. ASEAN countries enjoy a reputation for great neutrality and flexibility regarding international positions, with a greater focus on the economic dimension, while Gulf leaders are placing greater importance on developmental aspects alongside the economy.

Diplomacy
President Donald Trump poses for a photo with Amir of Qatar Sheikh Tamin bin Hamad Al Thani in Lusail Palace before an official State Dinner, Wednesday, May 14, 2025, in Doha, Qatar. (Official White House Photo by Daniel Torok)

Trump signed plenty of contracts in the Middle East, but he’s no closer to the two ‘deals’ he really wants

by Shahram Akbarzadeh

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском US President Donald Trump’s visit to Arab states in the Middle East this week generated plenty of multibillion-dollar deals. He said more than US$1 trillion (A$1.5 trillion) worth of deals had been signed with Saudi Arabia alone, though the real total is likely much lower than that. Qatar also placed an order for 210 Boeing aircraft, a deal worth a reported US$96 billion (A$149 billion). Trump will no doubt present these transactions as a major success for US industry. The trip also helped counter concerns about US disengagement from the Middle East. For more than a decade, local elites have viewed Washington’s attention as shifting away from the region. This trip was a reaffirmation of the importance of the Middle East – in particular the Gulf region – to US foreign policy. This is an important signal to send to Middle Eastern leaders who are dealing with competing interests from China and, to a lesser extent, Russia. And from a political standpoint, Trump’s lifting of sanctions on Syria and meeting with the former rebel, now president, Ahmed al-Sharaa was very significant – both symbolically and practically. Until recently, al-Sharaa was listed by the United States as a terrorist with a US$10 million (A$15 million) bounty on his head. However, when his forces removed dictator Bashar al-Assad from power in December, he was cautiously welcomed by many in the international community. The US had invested considerable resources in removing Assad from power, so his fall was cause for celebration, even if it came at the hands of forces the US had deemed terrorists. This rapid turn-around is dizzying. In practice, the removal of sanctions on Syria opens the doors to foreign investment in the reconstruction of the country following a long civil war. It also offers an opportunity for Saudi Arabia and Qatar, as well as Turkey, to expand their influence in Syria at the expense of Iran. For a leader who styles himself a deal-maker, these can all be considered successful outcomes from a three-day trip. However, Trump avoided wading into the far more delicate diplomatic and political negotiations needed to end Israel’s war against Hamas in Gaza and find common ground with Iran on its nuclear program. No solution in sight for the Palestinians Trump skirted the ongoing tragedy in Gaza and offered no plans for a diplomatic solution to the war, which drags on with no end in sight. The president did note his desire to see a normalisation of relations between Arab states and Israel, without acknowledging the key stumbling block. While Saudi Arabia and United Arab Emirates have no love for Hamas, the Gaza war and the misery inflicted on the Palestinians have made it impossible for them to overlook the issue. They cannot simply leapfrog Gaza to normalise relations with Israel. In his first term, Trump hoped the Palestinian issue could be pushed aside to achieve normalisation of relations between Arab states and Israel. This was partially achieved with the Abraham Accords, which saw the UAE and three other Muslim-majority nations normalise relations with Israel. Trump no doubt believed the Israel-Hamas ceasefire agreed to just before his inauguration would stick – he promised as much during the US election campaign. But after Israel unilaterally broke the ceasefire in March, vowing to press on with its indiscriminate bombing of Gaza, he’s learned the hard way the Palestinian question cannot easily be solved or brushed under the carpet. The Palestinian aspiration for statehood needs to be addressed as an indispensable step towards a lasting peace and regional stability. It was telling that Trump did not stop in Israel this week. One former Israeli diplomat says it’s a sign Israeli Prime Minister Benjamin Netanyahu has lost his leverage with Trump. There’s nothing that Netanyahu has that Trump wants, needs or [that he] can give him, as opposed to, say, the Saudis, the Qataris, [or] the Emiratis. More harsh rhetoric for Iran Trump also had no new details or initiatives to announce on the Iran nuclear talks, beyond his desire to “make a deal” and his repeat of past threats. At least four rounds of talks have been held between Iran and the United States since early April. While both sides are positive about the prospects, the US administration seems divided on the intended outcome. The US Middle East special envoy Steve Witkoff and Secretary of State Marco Rubio have called for the complete dismantling of Iran’s capacity to enrich uranium as a sure safeguard against the potential weaponisation of the nuclear program. Trump himself, however, has been less categorical. Though he has called for the “total dismantlement” of Iran’s nuclear program, he has also said he’s undecided if Iran should be allowed to continue a civilian enrichment program. Iran’s capacity to enrich uranium, albeit under international monitoring, is a red line for the authorities in Tehran – they won’t give this up. The gap between Iran and the US appears to have widened this week following Trump’s attack on Iran as the “most destructive force” in the Middle East. The Iranian foreign minister, Abbas Araghchi called Trump’s remarks “pure deception”, and pointed to US support for Israel as the source of instability in the region. None of this has advanced the prospects of a nuclear deal. And though his visit to Saudi Arabia, Qatar and the UAE was marked by pomp and ceremony, he’ll leave no closer to solving two protracted challenges than when he arrived.

Defense & Security
A distressed person behind barbed wire, with an airplane symbol above on a blue background. Concept of immigration deportation and removal policy

From Promised Land to Forced Exodus: Faces of Deportation in Latin America and the Caribbean

by Rocío de los Reyes Ramírez

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Abstract: Migration policies in Latin America and the Caribbean have adopted a more restrictive and punitive approach, influenced by external pressures, especially from the United States. Deportations, detentions and dissuasive measures have intensified, in a context of increasing criminalisation of migrants. Cases such as El Salvador and the Dominican Republic reflect the use of severe control strategies, which have been criticised for possible human rights violations. These practices, although justified on security grounds, generate regional tensions and deepen the vulnerability of displaced populations. Keywords:Latin America, migration, Donald Trump, Ibero-America, deportations, forced returns. Introduction Deportations in Latin America and the Caribbean have undergone significant changes in recent years, reflecting both migration dynamics and international policies. The region has witnessed an increase in migratory movements, driven by economic crises, political conflicts and natural disasters. Latin American population movement configurations have been immersed in a dynamic whose magnitude and urgency have intensified since the beginning of 2025: that of forced returns and mass deportations, driven by changes in the migration policies of receiving countries such as the United States and Mexico. The re-election of Donald Trump has marked a tightening of immigration control measures, with an increase in raids and expulsions of undocumented migrants. But this is not a new phenomenon: mass deportations and forced returns in Latin America have deep roots in the region's history, with moments of particular intensity in different periods. It is not a recent phenomenon, nor is it exclusive to contemporary dynamics. Throughout its history, the region has been the scene of multiple processes of expulsion, forced return and internal displacement, intimately linked to contexts of political violence, economic change, structural racism and state strategies of population control. Already during the 19th century, the consolidation of nation states brought with it policies of exclusion that sought to shape national identity to the detriment of certain groups. In Mexico, after the 1910 Revolution, the Chinese community was persecuted and expelled in an episode that combined racism, economic crisis and exacerbated nationalism.1 In Argentina, during the 1880s, the military campaigns known as the "Conquest of the Desert" provoked massive forced displacements of indigenous peoples to marginal areas, marking a pattern of invisibilisation and internal expulsion.2 In the Caribbean, the dynamics of deportation were also marked by racial and economic conflicts. The Dominican Republic, under the dictatorship of Rafael Trujillo in the 1930s, carried out the so-called “Parsley Massacre” (1937), where thousands of Haitians were killed or forcibly expelled in order to 'whiten' the border and reaffirm Dominican national identity³. And in Cuba, after the triumph of the 1959 Revolution, the flow of political exiles to the United States intensified, generating waves of departures that, in some cases, were accompanied by pressure and coercion from the Castro regime. Central America in the second half of the 20th century was marked by civil wars and authoritarian regimes. El Salvador, Guatemala and Nicaragua experienced profound humanitarian crises that provoked a massive flight of their citizens. Many of these refugees were received in Mexico, Costa Rica or the United States, but after the Peace Accords of the 1990s, forced return policies emerged that did not always provide adequate conditions for reintegration. The case of Guatemala is emblematic: the return of refugees from Mexico, coordinated in part by the United Nations High Commissioner for Refugees (UNHCR), was fraught with difficulties, as many of the returnees were returning to territories still without security guarantees.3 The United States played a key role in contemporary deportation processes. The passage of the Illegal Immigration Reform and Immigrant Responsibility Act (IIRIRA) in 1996 was a paradigm shift, facilitating the deportation of immigrants convicted of minor crimes, which particularly affected Latin American communities.4 Honduras and El Salvador were particularly hard hit by these policies. Many of the young deportees had lived most of their lives on US soil and, upon their return to contexts of poverty and violence, found in gangs, such as MS-13 and Barrio 18, a means of survival and even a sense of belonging.5 Similarly, in South America, the military dictatorships of the 1970s and 1980s also resorted to exile and deportation as mechanisms of political control. In Chile, following the 1973 coup d'état, tens of thousands of people were forced into exile, and opponents captured abroad were often smuggled into the country under the coordination of Operation Condor. Argentina replicated these patterns, using illegal deportations and forced disappearances as systematic tools of political repression. More recently, in the insular Caribbean, contemporary dynamics also reveal patterns of selective deportation. In the Bahamas and Trinidad and Tobago, deportations of Haitian and Venezuelan migrants in an irregular situation have intensified in recent years, often in conditions of human rights violations, reproducing old logics of racial and socio-economic exclusion. These examples show that deportations in Latin America and the Caribbean are not isolated or temporary events: they are part of structural patterns that have accompanied state-building processes, the dynamics of internal violence and international population control strategies. Today, in a scenario of growing migratory pressure and increasingly restrictive policies in the main receiving countries, the region is once again facing old challenges in new forms. The echoes of history resound in the new faces of forced exodus, marking a present in which mass expulsions once again occupy a central place on the regional agenda. The United States and the tightening of immigration policy The arrival of Donald Trump for a second presidential term in January 2025 marked an even more severe shift in US immigration policy. While his first administration (2017-2021) had already been marked by restrictive measures, his return to power brought with it not only the restoration of old border control programmes, but also their radicalisation, in a context of growing domestic pressure and political polarisation. Trump has not only taken up policies such as the "Remain in Mexico" policy or the limitation of access to asylum: he has also expanded the margins of action of immigration agencies, hardening the official rhetoric against migrants -especially Latin Americans- and rescuing old legal instruments to justify new practices of accelerated deportation. This new phase is characterised by a combination of administrative, legal and operational measures that seek to deter irregular migration through the restriction of rights, the intensive use of detention and deportation, and the strengthening of pressure mechanisms on countries of origin and transit.   One of the first symbolic and practical steps of this new policy was the reinstatement of the programme officially known as the Migrant Protection Protocols (MPP), more popularly known as “Remain in Mexico”. It had originally been implemented in 2019, during his first term, and partially suspended during Joe Biden's administration from 20216. However, after his re-election, Trump not only reactivated it, but also tightened it, broadening its scope and further reducing the possibilities for asylum seekers to await processing on US soil. On 20 January 2025, the US president signed the executive order to reinstate this programme, which obliges asylum seekers to wait in Mexican territory while their cases are resolved in US courts.7 This has led to diplomatic tensions between the two countries. The president of Mexico, Claudia Sheinbaum, has expressed her rejection of this policy, describing it as a unilateral decision that affects national sovereignty and the human rights of migrants. The Mexican Secretary of Foreign Affairs, Juan Ramón de la Fuente, reiterated that Mexico is not obliged to accept this measure and that mechanisms will be sought to protect the migrants affected.8 While in its initial version the programme had already forced tens of thousands of asylum seekers to stay in Mexican border cities - leading to the formation of makeshift camps in places such as Matamoros and Tijuana - the reinstatement in 2025 accentuated this phenomenon. More categories of applicants, including minors and persons in vulnerable situations, are now susceptible to refoulement, increasing the pressure on border areas characterised by insecurity, poverty and criminal violence.9 Thus, the camps, which already existed precariously since the first implementation of the programme, have expanded and degraded throughout 2025, creating even more severe humanitarian emergencies. International organisations and human rights organisations have warned that the reactivation and tightening of the MPP violates essential principles of international law, such as non-refoulement, and exposes applicants to serious risks of violence, kidnapping and human trafficking.10 The Mexican government, for its part, has implemented some measures to support migrants, such as the "ConsulApp" application and the "Mexico te abraza" plan (Mexico hugs you), but challenges remain in ensuring their safety and well-being.11 Ultimately, this would tie in with the implementation of 'safe third country' agreements, as some analysts have interpreted it. And although Mexico has not signed any protocols, in practice, these current policies de facto position it in this role. This is because during Donald Trump's first term in office, the US signed agreements with several Central American countries to designate them as “safe third countries”.12 These include Guatemala, Honduras and El Salvador. These agreements required asylum seekers passing through these countries to seek protection there before arriving in the US. It was a controversial move that generated criticism of conditions in these countries and their capacity to handle the flow of migrants. Although formally presented as instruments to share the burden of international protection, in practice these protocols served to divert and contain asylum seekers in nations that did not have the material and legal conditions to guarantee their safety and basic rights. Particularly in the case of Guatemala, which was the only one to actually implement them in 2019, reports documented how migrants transferred from the US faced a total absence of effective asylum procedures, lack of humanitarian protection, and direct exposure to extreme violence and poverty.13 During the Biden administration (2021-2024), these agreements were formally suspended, however, it appears that the door is now being reopened. The new administration has signalled its intention to renegotiate and expand these instruments. In this way, they are once again at the centre of a more aggressive migration containment strategy, de facto limiting access to asylum in the US and increasing the vulnerability of thousands of migrants expelled to unsafe territories. El Salvador, for its part, has emerged in 2025 as the first Latin American country to formalise an agreement that, without officially naming itself as a "safe third country", operates de facto as such. The agreement, announced by President Nayib Bukele himself as "unprecedented", establishes that El Salvador will accept migrants deported from the United States - including those considered highly dangerous - coming not only from the Central American Northern Triangle, but also from other regions of the continent and the Caribbean.14 Unlike the Asylum Cooperation Agreements (ACAs) signed in 2019 and suspended in 2021, this new pact is not limited to the processing of asylum applications but directly assumes the reception and custody of deported persons, with no guarantee that they will be able to restart a regular migration process. Various sources agree that this is an advanced form of border externalisation: the northern giant transfers not only the management of flows, but also the custody of people considered undesirable or dangerous.15 Although the agreement has not been accompanied by specific legal reforms in the US, it has been consolidated through bilateral negotiations that contemplate financial compensation for El Salvador. Human rights organisations have warned that this strategy could be replicated with other governments receptive to these cooperation formulas in exchange for financial incentives. In this context, negotiation attempts have already begun with Haiti, the Dominican Republic and Colombia,16 countries that are being considered to host regional asylum processing centres. Although these mechanisms have not been formalised as "safe third country agreements" in the strict sense, several organisations have warned that they operate under a similar logic: the transfer of migratory responsibilities to nations with limited institutional capacity and contexts of violence or political crisis.17 The "pact" with El Salvador also contemplates the use of national penitentiary centres to detain a large part of these deportees, without a detailed analysis of their legal situation. Although mention has been made of the sending of some profiles considered to be at risk to the Terrorism Confinement Centre (Spanish: Centro de Confinamiento del Terrorismo, abbreviated CECOT), the implications of this prison model deserve specific treatment, which will be addressed in the following section. Along with the reinstatement of this programme, the new US administration has pushed through a series of measures that further restrict access to the right to asylum for those seeking to enter the US from Latin America and the Caribbean. One of the main changes has been the reintroduction of stricter standards for the initial submission of asylum applications. Migrants must now demonstrate from the outset a "credible fear" of persecution with strong documentary evidence,18 a much higher standard of proof than in previous years. This policy has drastically reduced the percentage of applicants who make it through the first asylum interview. Similarly, as part of the tightening of these immigration policies, Immigration and Customs Enforcement (ICE) has experienced a significant expansion of its powers. This expansion has translated into both an increase in its budget and greater operational discretion to carry out detentions and deportations. During 2025, the budget allocated to ICE increased by 15% over the previous year, reaching record amounts to fund detention centres, internal patrol operations and tracking technology for undocumented immigrants.19 This budget boost has allowed for increased detention operations in places considered "sensitive", such as hospitals, schools and churches, which were previously relatively protected under more restrictive guidelines. But ICE's expansion has not been limited to issues of operational volume, but also of legal scope. The use of internal administrative warrants (without judicial intervention) for the detention of immigrants suspected of minor immigration infractions has been reactivated.20 This measure has been widely criticised by human rights organisations, which point to the weakening of procedural safeguards for detainees and the risk of arbitrary detention. ICE has also strengthened its cooperation with state and local police forces through programmes such as 287(g), which allow police officers to act as immigration agents.21  This collaboration has been particularly controversial in states such as Texas and Florida, where racial profiling and civil rights violations have been reported. The tightening of detention practices has had a direct impact on Latin America and the Caribbean, with a significant proportion of those deported in 2025 coming from countries such as Mexico, Guatemala, Honduras, El Salvador and, to an increasing extent, Venezuela and Haiti. Thus, the expansion of ICE's power has not only transformed the internal migration landscape in the US but has also intensified the dynamics of forced return throughout the region. However, the shift towards a more punitive approach is not limited to contemporary operational frameworks: the current government has also begun to recover legal tools from the past, such as the Alien Enemies Act, to legitimise new forms of exclusion, detention and deportation. This is a 1798 law that allows the executive to detain and deport citizens of countries considered enemies in times of war. Although historically this law has been applied in wartime contexts, such as during the Second World War, its invocation in a period of peace has generated intense legal and political controversy.22 On 14 March 2025, Trump signed a presidential proclamation designating the Venezuelan Tren de Aragua gang as a national security threat, calling their presence in the US an "irregular invasion". Under this justification, it authorised the immediate detention and deportation of Venezuelan citizens suspected of links to the organisation, without the need for warrants or conventional legal processes. The president later denied having signed it, attributing the responsibility to his Secretary of State, Marco Rubio.23 The implementation of this measure resulted in the accelerated deportation of hundreds of Venezuelans to El Salvador, many of whom had no criminal record and some of whom had legal immigration status in the US, including Temporary Protected Status (TPS).24 Civil rights organisations, such as the ACLU, filed lawsuits alleging that the application of the law violated due process and constitutional protections. 25In response, several federal judges issued orders temporarily halting deportations and requiring judicial hearings before any deportations. But despite the judicial restrictions, the administration continued with the deportations, arguing that the orders did not apply to flights already underway or over international waters. This stance was criticised for defying judicial authority and for using a wartime law for contemporary immigration policy purposes.26 The reactivation of the Alien Enemies Act in 2025 has sparked a national debate on the limits of executive power and the protection of immigrant rights, highlighting the tension between national security and civil liberties in US immigration policy. Not only that: all these measures have generated a wave of mass deportations that have not only overwhelmed the capacity of reception systems in Latin American countries, but have also had a direct impact on the structure of separated families and local communities, often lacking the resources to provide adequate reintegration processes. In Mexican border cities such as Ciudad Juárez, Matamoros and Tijuana, makeshift camps have multiplied, where thousands of people who have been deported or are awaiting a migration resolution live in extremely precarious conditions, as mentioned above. In Central America and the Caribbean, the forced return of migrants - some of them with weak links to their countries of origin or with criminal records - has reactivated dynamics of exclusion, stigmatisation and, in some cases, violence. Taken together, these actions reflect a regional trend towards the externalisation and criminalisation of migration, where migration responsibilities are shifted to countries in the global south and managed through punitive rather than humanitarian strategies. The consequences of these measures are not only individual but also reshape the social and political fabric of the entire region. Detention centres and new deportation dynamics Recent transformations in US immigration policy have not only translated into regulatory and diplomatic tightening: they have also reconfigured places of confinement and removal processes. Mass deportationsalready being pushed since 202327 , have now coincided with a renewed detention architecture, in which confinement and surveillance are not limited to US territory but projected beyond its borders. This phenomenon has given rise to new dynamics of migration management, in which detention centres play a central role. In addition to ICE detention centres on US soil, there is now a network of prison and surveillance facilities located in countries receiving deportees, frequently promoted or supported by Washington under the bilateral security cooperation agreements we have been discussing. The most visible case is that of the CECOT (Terrorism Confinement Center) in El Salvador which, although initially conceived as a tool against local gangs, has begun to receive Salvadoran citizens deported from the US with criminal records.28 The use of this type of facility marks a worrying twist: the systematic criminalisation of deportees and their immediate insertion into highly restrictive prison circuits. The policy of automatic association between migration and criminality has led many deportees to be considered not as citizens to be reintegrated, but as threats to be neutralised. This logic is reinforced by the Salvadoran government's narrative, which has actively promoted CECOT's image of success before the international community, using figures on homicide reduction and territorial control as arguments of legitimacy, albeit with a strong questioning of judicial opacity and arbitrary detentions.29 This transnational prison model has profound human rights, social reintegration and regional security implications. Far from offering sustainable solutions, it reinforces the stigmatisation of returned migrants and multiplies barriers to their inclusion in communities of origin. In turn, it turns countries such as El Salvador into functional extensions of the US immigration and penal system, fuelling political and social tensions.30 When in March 2025, the US deported 238 Venezuelan nationals to CECOT on charges of belonging to the Tren de Aragua criminal group, the move was widely criticised by human rights organisations and international governments as a violation of due process and the fundamental rights of migrants. The Salvadoran government, for its part, defended the action, claiming that the deportees were "proven criminals" and that their incarceration in this centre was part of a strategy to combat transnational organised crime.31 However, relatives of the detainees and humanitarian organisations have denounced that many were identified as members of the Tren de Aragua based solely on tattoos or physical characteristics, without concrete evidence. The situation has generated diplomatic tensions, especially with Venezuela, whose government has requested the intervention of international bodies to protect its citizens and has described the deportations as a "crime against humanity".32 To date, there is no record of similar agreements between the US and other Latin American countries, such as Guatemala or Honduras, to receive deported migrants in high-security prisons. Although these countries have announced plans to build mega-prisons, there is no public evidence that they are being used to house deportees from the US. In parallel, the so-called policy of self-deportation has gained momentum: an increasingly documented phenomenon in which thousands of migrants voluntarily choose to return to their countries of origin in fear of being arrested, separated from their families or detained in inhumane conditions. This practice, indirectly promoted by the tightening of the legal and police environment, represents a form of covert expulsion, in which the state does not need to apply force: it is enough to install fear. 33 The Trump administration has intensified this strategy through various measures. These include the implementation of the CBP Home app, which allows undocumented immigrants to manage their voluntary departure from the country. In addition, "incentivised self-deportation" programmes have been announced, offering financial assistance and coverage of transportation costs to those who decide to return to their countries of origin. These initiatives have been presented as humanitarian solutions, although they have been criticised by human rights organisations as coercive and discriminatory. The government has also imposed economic sanctions on immigrants with active deportation orders, such as daily fines of up to a thousand dollars, with the aim of pressuring them to leave the country voluntarily. These policies have been accompanied by media campaigns displaying images of immigrants arrested and charged with serious crimes, seeking to reinforce the perception of threat and justify the measures adopted. These actions have generated a climate of fear and uncertainty among migrant communities, leading many to opt for self-deportation as the only alternative to avoid detention and family separation. However, experts warn that this decision may have long-term legal consequences, such as the impossibility of applying for visas or re-entering the country for several years.34 It has come to the point, last week, of arresting Hannah Dugan, a Miilwaukee County judge by the FBI, allegedly accused of assisting a documented immigrant who was to be detained.35 In this context, the self-deportation policy is yet another tool in the Trump administration's restrictive and punitive approach to migration, prioritising deterrence and control over the protection of human rights and the search for comprehensive solutions to the migration phenomenon. The proliferation of self-deportations and increasing allegations of human rights violations soon escalated into the judicial arena. As claims of arbitrary detention, inhumane conditions of confinement and family separation increased, various courts began to examine the legal limits of these policies. The climax came in April 2025 with the Supreme Court's decision in Trump v. J. G. G. G.36 , which assessed the constitutionality of certain expedited deportation practices applied to Venezuelan and Central American asylum seekers. Although the Court did not completely invalidate the executive measures, it did set important limits: it recognised the right to a pre-removal hearing in cases where there is a credible risk of persecution and called on Congress to urgently review the immigration legal framework.37 In addition, the court ruled that legal challenges must be brought in the district where the detainees are located, in this case, Texas, and not in Washington D.C. This Supreme Court ruling marks a turning point. While it does not dismantle the mass deportation apparatus, it introduces legal brakes that could slow down or modulate its application. Congress, under pressure from the ruling, now faces the challenge of reforming a dysfunctional, polarised and increasingly judicialised immigration system. In the short term, federal agencies such as ICE and CBP will have to adjust their operational protocols to avoid litigation, which could generate internal tensions and new immigration outsourcing strategies. Ultimately, this decision opens a new scenario in which immigration policies will have to face not only social and international scrutiny, but also the limits imposed by constitutional law and the US judicial system. Expulsions in the Caribbean: the case of the Dominican Republic In the context of a regional tightening of migration policies, the Dominican Republic has significantly intensified its efforts to control irregular immigration, especially from Haiti. Under the administration of President Luis Abinader, a policy of mass deportations has been implemented, which has raised concerns both domestically and internationally. The deportations have taken place against a backdrop of growing social fear of cross-border crime and the infiltration of armed actors from the neighbouring country. In this context, the government has reinforced border control with a combination of military presence, surveillance technology and migration deterrence measures. Between January and December 2024, the Dominican authorities deported more than 276,000 foreigners in an irregular migratory situation, the majority of whom were Haitian nationals38 . This figure represents a significant increase compared to previous years and reflects a systematic and sustained deportation policy.39 Precisely in October 2024, the government announced a plan to deport up to 10,000 Haitians per week, which intensified operations across the country. These operations include raids in neighbourhoods, arrests in hospitals and the demolition of informal settlements inhabited by Haitians. One of the most controversial practices has been the deportation of pregnant and lactating Haitian women directly from public hospitals. Human rights organisations such as Amnesty International and UN experts have condemned these actions as inhumane and discriminatory. Cases have been documented of women being deported while in labour , putting their health and that of their children at risk.40 The Dominican government defends these policies as necessary to maintain order and national security, arguing that they are carried out in accordance with the law. However, international criticism has mounted, with allegations that these mass deportations violate fundamental human rights and aggravate the humanitarian crisis in Haiti. The situation has generated diplomatic tensions between the two countries and has been the subject of concern from the international community, which is urging the Dominican Republic to review its migration policies and ensure respect migrants' rights. This case exemplifies the challenges faced by Latin American and Caribbean countries in managing migration flows, especially when humanitarian crises, security policies and bilateral tensions are combined. Ultimately, the Dominican response - although framed by legitimate sovereignty concerns - also raises profound questions about the proportionality of measures, respect for due process and regional co-responsibility in the face of the Haitian collapse. Conclusion The Latin American and Caribbean region is going through a critical moment in terms of migration. Recent waves of mass deportations, forced returns - direct or induced - and new border control strategies have deepened a regional crisis that has been brewing for years. These dynamics, far from being isolated phenomena, are part of a systematic strategy of migration containment promoted by the US, where political discourse and practice have turned migrants into scapegoats for all national ills. Donald Trump has been the most visible - and aggressive - face of this policy. His obsession with migrants, especially those from Latin America and the Caribbean, has resulted in an institutional architecture designed to curb mobility at any cost. Under his leadership, not only have physical and legal walls on the southern border been reinforced, but programmes such as "Remain in Mexico", safe third country agreements and, more recently, the controversial use of regulations such as the Alien Enemies Act have been promoted. At the core of this strategy is a profoundly punitive vision that identifies the migrant as a threat, a potential enemy or an invader, thus legitimising policies of mass exclusion and systematic expulsion. The impact of these policies in Latin America and the Caribbean is profound. Beyond the numbers, what is at stake is the stability of societies already marked by inequality, violence and institutional fragility. Mass deportations - affecting not only border crossers but also those who had already put down roots in the US - are overwhelming the capacities of receiving states. Every week, El Salvador, Honduras, Guatemala, Haiti, Venezuela and the Dominican Republic receive contingents of returnees who must be reintegrated in contexts of structural precariousness. In this context, the arrival of thousands of deported or self-deported Venezuelans in places such as CECOT in El Salvador illustrates a new phase: the direct criminalisation of migrants. The use of mega-prisons as a migration management tool represents a worrying drift, where security replaces integration and fear replaces law. Alongside this, the policy of self-deportations has gained strength, a form of covert expulsion in which the state does not need to apply force: it is enough to install fear. Families choose to return voluntarily for fear of being detained, separated or held in inhumane conditions. In recent months, this practice has even been economically incentivised, with programmes promoted by the Trump Administration offering to pay for the return ticket, as if it were a favour, when in reality it is a forced flight disguised as a personal choice. This has generated a far-reaching reconfiguration of migration. The fracturing of family networks, the interruption of the flow of remittances and the uncertainty over the legal status of millions of people have altered not only regional mobility, but also the economic models that depend on exile as a source of income. Remittances, which represent a significant percentage of GDP in countries such as Honduras and El Salvador, are threatened by these return policies, directly affecting consumption, community investment and the ability to sustain millions of households. Moreover, the legal and judicial system now faces its own limits. The intervention of the US Supreme Court has highlighted the constitutional challenges to these measures, opening a space for legal dispute over how far the executive can go in its crusade against migration. However, the effects are already underway. The reality is that many Latin American and Caribbean countries are assuming, voluntarily or forcibly, the role of advanced border of the global North. The overall balance is bleak: a utilitarian vision of human mobility is imposed, whose fate depends more on electoral cycles in the north than on their fundamental rights. However, resistance is also emerging: from the courts to the streets, through grassroots organisations, solidarity networks and proposals for fairer regional policies. The future of mass deportations is not set in stone. It will be decided in multiple scenarios: in presidential speeches in Washington, but also in the legal decisions of the courts; in public policies in Bogotá, San Salvador or Santo Domingo, but also in the mobilisation capacity of the societies affected. Latin America and the Caribbean have an opportunity and a responsibility: not to resign themselves to the role of passive recipients of an imposed policy, but to build a regional strategy for mobility, rights and dignity. References 1 CHAO ROMERO, Robert. The Chinese in Mexico, 1882-1940. University of Arizona Press, 2010.2 VIÑAS, David. Indians, army and frontier. Siglo XXI Editores, 1982.3 FERRER ,Ada. Cuba: An American History. Scribner, 2021.4 AMERICAS ALLIANCE. 28 years of IIRIRA: a horrible legacy of a white supremacist and deeply xenophobic immigration law. 30/9/24. Available at: htt p s://w w w.alianzaamericas..Note: All hyperlinks are active as of 3 May 2025.5 AMBROSIUS, Christian. Deportations and the Roots of Gang Violence in Central America. School of Business & Economics. Discussion Paper, Berlin, 12/2018. Available at: https://refubium.fu-berlin.de/bitstream/handle/fub188/22554/discpa p er2018_12.6 AMERICAN IMMIGRATION COUNCIL. 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"México aguarda con preocupación la avalancha de decretos migratorios de Trump", El País. 20/1/25. Available at: https:// e lp ais.com/mexico/2025-01-20/mexico-aguarda-con-preocupacion-la-avalancha-de-decretos-migratorios-de-trump.12 The concept of a "safe third country" originates from the Convention relating to the Status of Refugees, signed in Geneva, Switzerland, in 1951. According to this convention, when a person applies for asylum in one country, that country can refer him or her to another country that offers the same guarantees of protection. However, goodwill is not enough; the receiving country must meet certain requirements to be considered "safe".13 REFUGEES INTERNATIONAL. Deportation with stopover: Failure of the protection measures established by the Cooperation Agreement on Asylum signed between the United States and Guatemala. 10/6/20. Available at: https://www.refugeesinternational.org/report s -briefs/deportacion-con-escala-fracaso-de-las14 EL MUNDO NEWSPAPER. 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UU. y su impacto en América Latina", Informe Especial. April 2025. Available at: https:/ / www.gob.mx/sre/acciones-y-programas/centro-de-estudios-internacionales-gilberto-bosques20 AMNESTY INTERNATIONAL. "The United States: A Migration System that Criminalises. Report 2025. Available at: https://www.amnesty . o rg/en/latest21 ACLU (American Civil Liberties Union). Police-ICE collaboration under the 287(g) program. Analysis paper updated in 2025. Available at: https:// w ww.a c lu.22 PIEMONTESE, Antonio. "'Alien Enemies Act', what the 1798 law invoked by Trump to repatriate alleged Venezuelan gang members says". WIRED. 10/3/25. Available at: htt p s://en.wired. dice-la-ley-de-1798-invocada-por-trump-para-repatriar-a-supuestos-pandilleros-venezolanos.23 THE REPUBLIC. "Trump denies signing proclamation invoking the Alien Enemies Act to deport Venezuelan migrants". 22/3/25. Available at: https://larepublica.pe/mundo/2025/03/22/donald-trump-niega-haber-firmado-la-proclamacion-invocando-la-ley-de-enem i24 Temporary Protected Status (TPS) is a US humanitarian programme that grants protection to nationals of countries affected by armed conflict, natural disasters or other extraordinary circumstances.25 INFOBAE. "US civil organisations question the deportation of Venezuelans". 17/3/25. Available at: https://www.infobae.com/america/agenc i.26 CNN. "Several federal judges issued orders to temporarily halt the deportations and require judicial hearings before any removals. But despite the judicial restraints, the Administration continued the deportations." 9/4/25. Available at: https://cnnesp a nol.cnn.com/2025/04/09/eeuu/judges-block-deportations-some-people-read-foreign-enemies e27 TELEMUNDO. The U.S. quintuples its deportations this year and considers more and more migrants as inadmissible". 17/9/23. Available at: www.telemundo.com/noticias/noticias-telemundo/inmigracion/estados-unidos-ha-deportado-a-mas-de-380000-personas-en-los-ultimos - si-rc n28 EL PAÍS. "Bukele opens the CECOT mega-prison to deportations from the USA". 7/2/25. Available at: https://elpais.com/internacional/2025-02-07/bu k ele-abre-el-mega p risiones-del-cecot-a-deportados-de-eeuu..29 EL PAÍS. "Bukele's mega-prison, symbol of his war against the gangs, arouses international alarm". 23/3/23. Available at: https://elpais .30 MIGRATION AND DEVELOPMENT. Satellite States: The Prison Externalisation of Migration in Central America, n.º 54. 2025, pp. 45-63.31 LAS AMÉRICAS NEWSPAPER. "El Salvador defends the deportation of Venezuelans from the USA and links them to organised crime". 19/3/25. Available in: http s :32 NEWSWEEK, El Salvador. "Venezuela says sending US migrants to Salvadoran jail is "crime against humanity"". 18/3/25. Available at: https://newsweekespanol.com/elsalvador/2025/03/18/v e nezuela-dice-que-envio-de-migrantes –33 EL PAÍS. "Trump fills the White House gardens with photos of arrested immigrants to celebrate his first 100 days". 29/4/25. Available at: https://elp a is.com/us/immigracion/2025-04-28/trump-llena-los-jardines-de-la-casa-blanca-de-fotos-de-inmigrantes-arrestados-para-c e lebrar-sus-primeros-100-dias..34 COLOMÉ, Carla Gloria. "El gobierno de Trump celebra el aumento de las autodeportaciones: "Estamos viendo niveles altísimos de migración inversa", El País. 2/4/25. Available at: https://elpais.com/us/migracion/2025-04-02/el-gobierno-de-trump-celebra-el-aumento-de-las-autodeportaciones-e s tam o s-viendo-niveles-altisimos-de-migracion-inversa.html.35 COL, Devan. "Indictment against Wiscosin judge underscores Trump administration's aggressive approach to immigration enforcement", CNN USA 25/4/25. Available at: https://cnnespanol.cnn.com/2025/04/25/eeuu / indictment-j u eza-wisconsin-aggressive-approach-trump-immigration-trax-law.36 Trump v. J.G.G. is the tentative name used by some media and legal documents to refer to a recent and significant court case before the U.S. Supreme Court in April 2025. The case pits the federal government, led by the Donald Trump Administration, against a migrant identified by his initials J.G.G., in protection of his identity, as is customary in immigration and human rights proceedings.37 SUPREME COURT OF THE UNITED STATES. Trump v. J.G.G. Opinion of the Court, April 2025. Available at: https://www.supremecourt.gov/opinions/20 2 5/tr ump_ v _jgg.html (accessed 28 April 2025).38 CNN EN ESPAÑOL. "La República Dominicana deportó en 2024 a 276.000 haitianos". 2/1/25. Available at: https://cnnespanol.cnn.com/2025/01/02/latinoame r ic a39 TELEMUNDO NOTICIAS. "Dominican Republic intensifies deportations of Haitians: 10,000 per week". 12/12/2024. Available at: https://www.telemundo.com/noticias/noticias-telemundo/internacional/republica-dominicana-deportaciones-masivas- h aitianos-10000-una-semana-r40 AMNESTY INTERNATIONAL. "Deportations of pregnant women in the Dominican Republic". November 2024. Available at: https: / /www.a m nesty.org/en/documents/amr27/8597/2024/en/ "Statement on mass deportations in the Dominican Republic". November 2024. Available at: https://www.amnesty.org/es/documents/amr27/8597/2024 /

Energy & Economics
Prime Minister of India Narendra Modi and President of the People’s Republic of China Xi Jinping before the beginning of the BRICS Leaders' meeting.

Bridges or bargains? Examining India and China’s infrastructure expansion in South Asia

by Bharadaz Uday Hazarika

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском India races to match China’s growing influence in South Asia In recent decades, South Asian nations have emerged as pivotal destination points for major infrastructure investments from both India and China. Stretching from the shores of the Indian Ocean to the Himalayan foothills, the growing footprint of these two regional powers is reshaping the landscape of development. While many projects share similar outcomes, they have also raised concerns about their impact on local economies and everyday life. China’s Belt and Road Initiative: Initiation and controversy   Credits: Proposed Belt and Road Initiative. Illustrated in 2017 by Lommes, via Wikimedia Commons. CC BY-SA 4.0. First initiated in 2013, China’s Belt and Road Initiative (BRI) is considered one of the most ambitious international infrastructure endeavours in recent history. Spanning more than 150 nations and involving over USD 1 trillion in investments, the BRI has supported the development of ports, railroads, highways, and energy networks throughout Asia, Africa, and Latin America. As per the Green Finance and Development Center, there has been a revival in BRI financing after the COVID-19 pandemic, largely driven by Chinese policy banks and state-owned companies. In Sri Lanka, however, the BRI has become a cautionary example. The Hambantota Port, built with loans from the Export-Import Bank of China, failed to generate the expected revenue. In 2017, the Sri Lankan government granted a 99-year lease to China Merchants Port Holdings, raising concerns over sovereignty and economic vulnerability. Critics, particularly in Western media, have pointed to this as evidence of what they describe as China’s “debt-trap diplomacy” — a claim that Chinese officials strongly deny. However, some scholars argue that the term “debt-trap diplomacy” is misleading. Deborah Brautigam of Johns Hopkins University argues in her 2020 article “A critical look at Chinese ‘debt-trap diplomacy’: the rise of a meme” argued that debt crises in countries such as Sri Lanka are mainly caused by domestic mismanagement, aggressive infrastructure spending, and global economic pressures — rather than coercion by China. In Bangladesh, foreign initiatives have significantly influenced the country's infrastructure and energy landscape. A key example is the Payra Power Plant, a USD 2.48 billion coal-fired project constructed under the BRI framework with Chinese funding and technical expertise. The plant, operational since 2020, has helped alleviate chronic energy shortages but has been criticized for its environmental footprint and reliance on imported coal. Moreover, concerns have emerged regarding its long-term sustainability and alignment with Bangladesh’s climate commitments under the 2015 Paris Agreement. Another flagship BRI project is the Dhaka Elevated Expressway, a 20-kilometer-long project linking the capital’s airport to major industrial areas. Executed by the China Major Bridge Engineering Company, the project was structured as a public-private partnership under a 25-year build-own-transfer model. While it is expected to ease traffic congestion and boost logistics efficiency, experts have flagged the lack of competitive bidding and limited transparency in financial arrangements. In March 2025, during an official visit to China, Bangladesh's Chief Adviser, Muhammad Yunus, successfully secured a pledge of a total of USD 2.1 billion in investments, loans, and grants for Bangladesh, marking a significant step in strengthening bilateral cooperation between the two countries. In the Maldives, Chinese loans under the BRI supported major housing projects and the Sinamalé Bridge, an important link between Malé and Hulhulé Island. In 2018, reports indicated that the Maldives’ total public debt rose to 72 percent of its GDP, reaching around USD 3.8 billion. By early 2024, worries have resurfaced as the Maldives’ total debt rose to approximately USD 8.2 billion — 116.5 percent of its GDP in the first quarter, up from 110.4 percent during the same period the previous year. About half of that is external debt, with a big portion owed to China, which has extended loans totalling USD 1.37 billion to the country. The growing debt burden has sparked concerns regarding autonomy and repayment conditions. However, Maldives President Mohamed Muizzu has described China as “one of the Maldives’ closest allies and development partners.” He has pledged to deepen cooperation under the Belt and Road Initiative (BRI), with a focus on infrastructure development. In January 2025, the China Machinery Engineering Corporation (CMEC) signed a deal with the Maldivian Ministry of Construction, Housing, and Infrastructure to build major infrastructure on Gulhifalhu Island in the Malé Atoll, further expanding China’s footprint in the country. India’s rise: Neighbourhood First and Act East India, long seen as a regional power, is increasingly using infrastructure as a tool of foreign diplomacy. However, with the exception of Bhutan, most of India’s South Asian neighbors have joined China’s Belt and Road Initiative (BRI), leading to a significant rise in Chinese investments across the region. Since 2018, China has invested more than USD 150 billion in the economies of Bangladesh, the Maldives, Myanmar, Nepal, and Sri Lanka. China’s expanding influence has raised concerns in India, and in response, Prime Minister Narendra Modi has strengthened India’s regional outreach through the “Neighbourhood First” policy, aimed at deepening ties between South Asian countries. Complementing this is the “Act East” policy, which focuses on building closer partnerships with Southeast Asia and the broader Asia-Pacific region. Unlike China’s debt-driven mega-projects, India’s approach emphasizes three core principles: transparency, respect for sovereignty, and people-centric development. India’s infrastructure engagement in Sri Lanka has largely focused on strategic support, including over USD 4 billion in credit lines during the country’s 2022 economic crisis. This assistance covered essential imports such as fuel and food and played a key role in stabilizing the Sri Lankan economy. India has also contributed to energy cooperation, particularly through projects like the Trincomalee Oil Tank Farm and renewable energy initiatives in the north. However, these efforts have drawn criticism regarding transparency and local impact. For instance, a USD 442 million wind energy project awarded to India’s Adani Group without a competitive bidding process sparked concerns over environmental oversight and national sovereignty. India’s flagship initiative in the Maldives — the USD 500 million Greater Malé Connectivity Project (GMCP) — faced backlash from the “India Out” movement, led by opposition figures in 2022 who claimed the project threatened national sovereignty and enabled a foreign military presence. The protest underscored the fragile balance between development and concerns over external influence. In an effort to rebuild trust, India launched a USD 110 million sanitation project in 2024, covering 28 Maldivian islands. Construction on the GMCP resumed in February 2025 following diplomatic negotiations. As a goodwill gesture, India introduced visa-free travel for Maldivian citizens in March 2025 to help repair bilateral ties. The Maitree Super Thermal Power Project, a joint venture between India and Bangladesh with equal stakes, currently provides 1,320 MW to Bangladesh’s grid through its coal-fired facility in Rampal, Khulna, financed under India’s special financing program. A number of projects, such as the Bangladesh-India Friendship Pipeline, have been indefinitely suspended due to the August 2024 change of government in Bangladesh. On April 4, 2025, Modi met with Muhammad Yunus on the sidelines of the BIMSTEC Summit in Bangkok, holding talks for the first time since 2024. The meeting opened up opportunities for reconciliation and restarting the paused projects. The road ahead Despite a history of tension, China and India are key players in South Asia, each with different strategies. China focuses on large-scale BRI projects, while India prioritizes connectivity and capacity building. However, there are areas where India’s and China’s interests overlap, which creates room for cooperation. With South Asia’s infrastructure needs reaching into the trillions, both countries’ initiatives are complementing each other, expanding their influence through trade and investment. While India gains from improved connectivity and trade with its neighbors, it will need to strengthen its economic diplomacy to keep pace with China’s growing influence in today’s geopolitical landscape.

Defense & Security
Officers of the Lagos State Police Command on guard as during a protest in Lagos on Tuesday, October 1, 2024.  Nigerians are out on Independence day to protest bad governance and high cost of living

A Political Breakthrough?

by Ebenezer Obadare

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Is the nascent consensus on state police in Nigeria a political ruse or a giant step towards true federalism in the country? No matter what happens next, last week’s statement by the Northern States Governors’ Forum expressing “support for the creation of State Police” and calling on “the National Assembly to expedite action on the enactment of the legal framework for its takeoff” will go down as a pivotal moment in the often-contentious debate over genuine federalism and political decentralization in Nigeria. Although it is not the first time that the Forum, the umbrella body of the chief executives of the nineteen northern states, will be expressing unanimous support for the idea (they also did back in September 2022 as the region buckled under the weight of relentless attacks by Boko Haram terrorists), the demand for expeditious action by a group of actors long seen as the epitome of northern resistance to the idea of state police is nothing short of remarkable. While it lasted, that opposition, or, to put it positively, an insistence on keeping policing on the Exclusive Legislative List per Section 214 (1) of the 1999 Nigerian Constitution, essentially preserving federal control over police affairs, was an article of faith among northern political actors, who, when they were not fearful about the potential for its abuse by individual state governors, worried that they may not have the resources to maintain it. In any event, they (i.e., the northern governors) were sure, as they insisted after reneging on an agreement reached at a meeting of the governors of the thirty-six states of the Nigerian federation in August 2012, that “the best way to ensure adequate security in all the states [was] for the federal government to allow commissioners of police to be controlled by the respective governors so that they can take orders from the state executives.” What explains the ostensible volte-face? One possible explanation is the worsening security situation in the northern region and the sense of desperation it has engendered among northern governors, traditional rulers, and other notables. Since the turn of the year, Boko Haram; Lakurawa, a jihadist group believed to be an affiliate of the Islamic State Sahel Province (ISSP); and lesser-known groups like Mahmuda, a Boko Haram splinter group, have embarked on a murderous spree in the northeastern, northwestern, and north-central parts of the country respectively, killing an untold number of people and laying waste to military bases, religious houses, and other public and private property. Since the outbreak of the Boko Haram insurgency in 2009, the group has been directly responsible for the deaths of tens of thousands and the displacement of millions. Given this situation, and considering the helplessness of the Nigerian armed forces, a certain desperation on the part of the governors may be understandable. Yet, it hardly explains how the idea of states administering and controlling their own police (a sound idea on its own merit) is suddenly embraced as the solution to a protracted insurgency that has so far defeated everything thrown at it. This puzzle has opened the door to a less charitable interpretation of the northern governors’ move, as follows: that far from being committed to state police as a matter of principle, the governors only see it as a way to kill two political birds with one stone—sign up for an idea which has become inexorable more or less, but at the same time use a newly-earned control over policing to tighten political control ahead of the next presidential election in March 2027, one that, at the moment (things could change very easily), is shaping up as a north-versus-south confrontation. In other words, assume control of police affairs as a way to defend “northern interest” when the push of electoral politics comes to shove. Whether or not the northern governors indeed have this shared understanding, the hypothesis—for it is nothing more than that at this point—is a reminder of the many reasons why the idea of state police in Nigeria has always been politically charged, and why a consensus on something as apparently straightforward as having individual state governments fund and maintain their own police—the very epitome of federalism, as its advocates see it—has been elusive. The anxiety of opponents of the state police as to its likely abuse, including mobilization against political opponents, is not unfounded. Nor will anyone who has listened to a former state governor proudly recount how he used his commissioner of police to manipulate elections and subvert the democratic process (unwittingly validating another former governor’s point [PDF] about the Nigeria Police Force being one of the five “mini-gods” that anyone trying to understand “the nature of electoral politics in Nigeria…must pay significant attention to”) dispute the contention of critics that the system is “not mature enough.” Mature or not, there is no doubting that the country, and President Tinubu in particular, is at a critical juncture. For a country wracked by violence of various stripes, and one where vigilante groups of various degrees of legality have continued to mushroom, it would seem irresponsible not to seize an opportunity that, on the whole, should increase security while strengthening local accountability. President Tinubu, too, has a decision to make. For a man who fancies himself a federalist and raised on a diet of Awolowo-Yoruba progressivism, he would be hard pressed to explain to himself, never mind his allies in the Yoruba political heartland, how he failed to capitalize on a political moment arguably unprecedented in the country’s checkered history. From this perspective, he has no choice but to sign the “Constitution of the Federal Republic of Nigeria (Alteration) Bill, 2023 (Establishment of State Police)" [PDF] as soon as it lands on his desk. Were he, contrariwise, to stall, it would be an indication that he perceives the northern governors’ sudden about face as the first move in a political plot calculated to upstage him as president come 2027.  Should that happen, and should the idea of state police continue to languish in legislative limbo, it would not be the first time in Nigeria that politics has waylaid history. Or is it the other way around?