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Energy & Economics
At Singapore 2023 075

A Post-Humanist Perspective of Singapore's Ecomodernist Leadership

by Sasha Maher , Rhiannon Lloyd , Lydia Martin

Abstract Green growth has become doxa in the political economic governance of climate change. This is despite the lack of empirical evidence of its success and concerns that it reifies a business-as-usual dynamic. The question arises: why have practices of ‘green leadership’ maintained a hegemonic hold on how nation states respond to climate change? This provocation examines this question through an analysis of Singapore's policy ambition to become Asia's climate services leader. It draws on post-humanism to suggest that the form of ecomodernist leadership exhibited by Singapore not only perpetuates the status quo but (re)affirms the problematic anthropocentrism underpinning their approach. We demonstrate this through analysis of recent policy, media and private sector documents. Finally, we argue that a focus on Singapore matters because of its influence in the region and networked position globally. Introduction Singapore has emerged as a leader of green growth since gaining independence from Malaysia in 1965. Governed by the People's Action Party (PAP) since 1959, the city-state has pursued a developmental strategy focused on economic growth and wealth accumulation, despite its lack of natural resources. This strategy encompassed value-added manufacturing, high-tech research and financial services, propelling Singapore from a modest per capita GDP in 1965 of USD $516 to a substantial figure of USD $82,807 in 2022 (World Bank, 2022). However, this rapid development brought with it cumulative environmental challenges, including high Green House Gas (GHG) emissions, air pollution, ecosystem degradation and biodiversity loss (Goh, 2001). In response, Singapore reframed these issues as economic opportunities, effectively folding an ecomodernist or green growth approach into its development agenda (Dent, 2018; Hamilton-Hart 2006, 2022). This shift was significantly influenced by Lee Kuan Yew, Singapore's first Prime Minister, whose vision of a ‘Garden City’ involved a massive, ongoing tree-planting initiative. This initiative was not just an ecological project but a strategic move to attract foreign investment by showcasing Singapore as a modern, liveable city, thereby aligning nature conservation with economic development (Schneider-Mayerson, 2017). Building on Prime Minister Lee Kuan Yew's leadership, Singapore has continued to adopt ecomodernist policies, promoting concepts such as sustainability as essential for maintaining its competitive edge in the global arena. The state's stance on climate change illustrates this approach: initially seen as a threat and often couched as an enemy in official discourse, climate change has been transformed into an opportunity for growth. This perspective is epitomised in the annual three-day Ecosperity conference, an elite gathering emphasising the synergy between ecological sustainability and economic prosperity. However, this green growth approach has faced criticism for prioritising human needs over ecological integrity (Dent, 2018; Schneider-Mayerson, 2017; Wong, 2012), suggesting that Singapore's model of ‘green’ leadership may not be sufficient for addressing the root causes of climate change and other environmental challenges. We are similarly concerned at Singapore's leadership stance towards climate change. The latest rendition of this is its ambition to become Asia's climate finance ‘leader’ and a hub of carbon trading. Not only does Singapore's green growth approach narrowly cast complex environmental issues as technical problems requiring technical solutions but it renders nature as an object to be used for human development. This anthropocentrism negates non-human agency, instrumentalises nature and limits the radical change necessary as others have noted (Böhm and Sullivan, 2021; Ergene, Banerjee and Hoffman, 2021; Nyberg and Wright, 2023). In the following provocation, we draw on post-humanist critique of anthropocentrism to give a brief overview of green growth (Braidotti, 2013, 2019; Calás and Smircich, 2023). Second, we outline Singapore's emissions profile and latest policy response. We then surface three themes which are indicative of how Singapore's green leadership frames nature as non-agentic and subservient to humans. These themes are: ‘nature as risk producer’, ‘nature as instrument’ and ‘nature's demise as opportunity’. Anthropocentrism and Green Growth The discourse on greening capitalism emerged in the mid-2000s as initiatives by the United Nations Environmental Program, OECD and World Bank. At the Rio + 20 Conference these three organisations released publications promoting green growth with titles that evoked mutual compatibility such as Inclusive Green Growth: The Pathway to Sustainable Development and Toward a Green Economy: Pathways to Sustainable Development and Poverty Eradication. Subsequently, the United Nations Framework Convention on Climate Change enshrined green growth in the 2015 Paris Agreement in Article 10, paragraph 5, ‘Accelerating, encouraging and enabling innovation is critical for an effective, long-term global response to climate change and promoting economic growth’ (United Nations UNFCCC, 2015: 27). Since then, the prevalence of green growth ideas has accelerated and diffused globally, taken up by states supranational organisations and non-states actors. It has remained a key policy theme at influential climate governance fora. For example, at the recent Green Swan 2023 conference, keynote Sir Nicolas Stern confidently declared that ‘there's no conflict between action on climate change and economic growth. Actually, it's the opposite. Action on climate change will drive economic growth’. Omitted from Sterns's assertion is recognition of the ‘coupling’ effect whereby economic growth has also led to the exploitation of non-humans and a concomitant climate crisis. Green growth approaches view nature as the means to create economic development as measured by GDP. The key assumption is that ‘the environment’ and humans as consumers or workers (see Mildenberger 2020) will both equally benefit through this process of instrumentalisation. The method to achieve the ‘decoupling’ of emissions (or ecological destruction) from GDP is via the application of technologies, investment, markets and innovation. Implementation of these methods will ostensibly redirect capital and production towards the efficient use of resources without disrupting consumption patterns and minimising ‘harm’ to nature. Nature in this framing is characterised as both threatening to humans (‘risk producer’) and simultaneously vulnerable (‘object at risk’). In either case, human beings are presupposed as the agents who will restore the orderliness of life; an orderliness where humans are the dominating species (Ruuska, Heikkurinen and Wilen, 2020) and the state of vulnerability is erased (Schwartz, 2019). At its core green growth is founded on the notion of efficiency gains, but as others (Hickel, 2021; Hickel and Kallis, 2019; Jackson, 2021) have noted, empirically there is no evidence that relative or absolute decoupling will arrest and restore the planet nor reduce carbon emissions permanently to levels that could keep global warming below 1.5 degrees. Efficiency has limitations and at some point, input is required to continue to grow which makes ongoing decoupling in the long-term unsustainable. This calls for an urgent rethinking of policy and the opening up of alternative possibilities such as degrowth or post-growth (Jackson, 2021). However, shifting the paradigm away from wealth accumulation and material prosperity would alter production and consumption patterns. As Hickel and Kallis (2019) remark, this type of transformation would not be politically expedient: ‘The assumption is that it is not politically acceptable to question economic growth and that no nation would voluntary limit growth in the name of the climate or environment; therefore, green growth must be true, since the alternative is disaster’ (2019: 484). Green growth may not only be implausible but it also dangerously reifies dualistic thought-structures that universalises and positions humankind as the privileged, superior species, a tendency which has underpinned the exploitative and extractive relationship between humans and nature that has driven climate change. It also ferments a ‘politics of resignation’ in which citizens tacitly accept harmful externalities (Benson and Kirsch, 2010). In line with post-humanist thought, we perceive nature through a relational lens. From this perspective, ‘nature’ is not a separate entity that exists apart from and below ‘culture’ (e.g., humans, organisations and nation states). Rather nature is understood to be a dynamic, open-ended and interactive ‘living system’ that encompasses all forms of life and matter (Braidotti, 2016). This relational framing of nature is positive in that it attributes agency and vitality to all life and not exclusively to humans and their doings (Braidotti, 2013). In short, more-than-human natures such as the ‘natural environment or ‘atmosphere’ are not tractable or deadened backgrounds for human action but are creative forces that shape life, including our own. In taking this ontological position, post-humanism surfaces and critiques anthropocentric assumptions evident in culture and society (Braidotti, 2013), providing a unique standpoint from which to deconstruct and challenge green growth. Singapore the Green City-StateEmissions Profile Singapore's GHG emissions for 2021 totalled 53 MtCO2e (National Climate Change Secretariat, 2021). In 2000, emissions were 38 MtCO2e and continues to increase over time. These emissions cover direct or primary emissions (Scope 1, 2): energy (39.2%), industry (44.4%), transport (14.2%), building (0.9%), households (0.4%), waste and water (0.6%) and others (0.2%). Secondary or indirect emissions (Scope 3) created within the energy sector from Liquid Natural Gas (LNG) at 94% are mostly in industry (16.6%), buildings (12.6%), household (6.6%) and transport (2.2%). Industry emissions amount to over 60% of Singapore's total emissions of which 75% are from the combustion of fossil fuels by the refining and petrochemicals sector (Tan, 2019). Singapore ranks 27th out of 142 countries in terms of emissions per capita but excluded from official statistics are the emissions from bunkering/marine fuels sales which was 148 MtCO2e in 2020 (The International Council of Clean Transportation, 2022). The rationale for the exclusion is that the UNFCC does not require GHG inventories to include emissions from shipping nor aviation. In 2021 Singapore set a new National Determined Commitment target of limiting GHG emissions in 2030 to 60 MtCO2e from 65 MtCO2e. It also brought forward its emission peak year to sometime ‘before 2030’ and confirmed its target to reach net zero emissions ‘as soon as viable in the second half of the century’ (National Climate Change Secretariat, 2022). Singapore's main mitigation actions were outlined in its long-term low-emission development strategy. These comprise three areas: (a) to transform industry, economy and society; (b) to draw on carbon capture, utilisation and storage and low-carbon fuels; and (c) international collaboration to build carbon markets, carbon storage and regional electricity grids. A key policy lever is Singapore's progressive carbon tax rate which covers 43% of emissions according to Climate Action Tracker (2022). The rate was increased from $5 SGD/tCO2e in 2019 to $25/tCO2e in 2024 and will reach $50–80/tCO2e by 2030. Carbon tax-liable companies are permitted to use carbon credits to offset up to 5% of emissions. However, these credits can only be obtained via the Singapore government's International Carbon Credit Framework under Article 6.2 of the Paris Agreement and not the voluntary carbon market. The tax works on multiple fronts: it drives demand to create a carbon market, derisks companies to increase investor confidence and incentivises decarbonisation efforts in Singapore and in credit producing host countries. Singapore's other mitigation efforts consist of energy efficiency and resource optimisation across industry, households, buildings, waste management and public transport. Green Finance Leader Singapore is positioning itself as Asia's hub for carbon trading. The government outlines this in its most recent master plan for addressing climate change: Singapore Green Plan 2030 (SGP). Launched in 2020, SGP 2030 aims to centre the city-state as a regional ‘leader’ in climate action and sustainable development, aligning with global commitments such as the UN's 2030 Agenda and the Paris Agreement. The plan represents a collective effort across five key ministries, guided by the Inter-Ministerial Committee on Climate Change. It focuses on five pillars: City in Nature, Sustainable Living, Energy Reset, Green Economy and Resilient Future, striving for efficient resource use, low-carbon energy adoption and innovation-driven change. Key initiatives include enhancing green spaces, promoting water conservation, expanding clean public transport and mandating clean energy vehicles by 2030. The Green Economy pillar of the SGP is particularly significant, framing environmental challenges as opportunities for economic growth. This involves incentivising carbon capture technologies and establishing Singapore as a carbon services and trading hub through the Green Finance Action Plan 2022 (Monetary Authority of Singapore, 2022). The plan aims to create a robust green financial ecosystem, making Singapore a global centre for green finance. This includes developing markets for sustainable economic solutions, such as green bonds and insurance products. A study commissioned by the government in 2021 highlighted Singapore's potential to become a carbon trading hub, estimating its value between USD 1.8 billion to USD 5.6 billion by 2050 (Carvalho et al., 2021). As part of its green leadership plan Singapore is also entering into strategic partnerships under Article 6.2 with ‘carbon-rich’, developing countries. It has signed agreements with Vietnam, Bhutan, Paraguay, Papua New Guinea, Fiji, Rwanda, Costa Rica, Ghana, Senegal, Dominican Republic, Colombia, Chile, Cambodia, Indonesia, Kenya, Mongolia, Morocco, Peru and Sri Lanka. It also recently signed a Green Economy Agreement with Australia with the aim to generate demand and facilitate the trading of Australian carbon credits. The aim of these Article 6.2 agreements is to facilitate the trading of Internationally Transferrable Mitigation Outcomes or carbon credits which are generated from the reduction of emissions in one country (e.g., PNG) which is then bought by a second country (e.g., Singapore, New Zealand). However, Singapore's interest extends to the role these partnerships play in helping to establish a trading market in Singapore. In its agreements, Singapore asserts that ‘when completed carbon tax liable companies in Singapore will be able to purchase carbon credits from eligible projects to offset up to 5% of their taxable emission’ (National Climate Change Secretariat, 2023). Article 6.2 partnerships not only help reduce costs for Singapore companies but bring to market a portfolio of credit sellers for trading on Singapore's new trading platform, Climate Impact X. Ecomodernist Themes of Nature A post-humanist perspective on Singapore's ambition to transform into a climate leader surfaces three ecomodernist or green growth themes. These themes are: ‘nature as risk producer’, ‘nature as instrument’ and ‘nature's demise as opportunity’. Across these themes, it is implied that humans take priority and should utilise nature to achieve economic growth. A conventional approach would ignore this dualism and support the instrumentalisation of nature without awareness nor concern that this thought-structure plays a key part in producing climate change. In official organisational documents and speeches regarding Singapore's ambitions to create a global carbon trading hub, Singapore is presented as a model city and a vanguard in terms of environmental actions. Reference is also frequently made to the ‘founding father’, and visionary environmental leader, Prime Minister Lee Kuan Yew. Nature as Risk Producer Politicians, officials and industry often, if not always, portray climate change as the result of nature being ‘out of place’ and consequently hostile towards the vulnerable nation-state (Douglas, 1966; Ruuska et al., 2020). For example, below is an extract from the SGP which sets up the catastrophic framing, and two quotes from Prime Minister Lee Hsien Loong followed by Grace Fu Minister for Sustainability and the Environment at the COP28: Climate change is an existential threat of our times. It has brought rising sea levels and extreme weather patterns…Singapore, as a low-lying island state, is particularly vulnerable. Our weather is getting warmer, rainstorms heavier, and dry spells more pronounced (Singapore Government). Singapore [is] a low-lying, alternative-energy disadvantaged island-state. We therefore appreciate the inherent challenges in climate transitions. However, we believe that new technologies, new financing models and new markets offer us hope (Ministry of Foreign Affairs Singapore, 2023). Singapore is a small city-state, lacking in renewable energy. We are a low-lying island that is acutely vulnerable to the threat of rising sea levels. We are an urbanised city near the equator, susceptible to rising temperatures (Ministry of Sustainability and the Environment Singapore, 2023). The narrative that nature is a risk producer is a form of spatial anthropocentrism in which Earth and beyond are considered the rightful and exclusive spaces for humans (Ruuska et al., 2020). If nature was tame and in its proper docile place, then humans would not be at risk. The reasonable response to this logic is to put nature back in its place by constructing hard engineering solutions, such as sea walls and defending infrastructure that deliver services to humans (e.g., water, electricity, transport, telecommunication), alongside the use of soft solutions to absorb the costs of rebuilding, for example, via flood insurance. Nature as Green Growth Tool The case of Singapore demonstrates that the objectification of nature is a prerequisite to instrumentalisation. Our second theme – nature as a green growth tool – is evident in Singapore's continuation of its long-standing Garden City strategy: nature to be altered to ensure the material prosperity of the populace and thus maintain PAP's political legitimacy (Barnard and Heng, 2014; Hamilton-Hart, 2006, 2022; Schneider-Mayerson, 2017). For example, in the SGP, former Prime Minister Lee Kuan Yew is quoted as follows: Over 100 years ago, this was a mudflat, swamp. Today, this is a modern city. Ten years from now, this will be a metropolis. Never fear (Singapore Government). The SGP then follows this quote from Prime Minister Lee by stating that,…Having advanced from mudflats, to metropolis, we will turn our metropolis into a global city of sustainability (Singapore Government). Today, Singapore is a City in a Garden, and is one of the greenest cities in the world. We set aside large nature reserves, with about a third of our island covered by trees. We knew public cleanliness and hygiene were important to prevent diseases in our hot and humid urban environment and took tough measures to enforce them (Singapore Government). There is a direct link made between using nature as a tool and nation building. As a consequence of this argument, any opposition to Singapore's ‘global’ ambitions could be viewed as a threat to the state, unpatriotic and regressive. The use of nature as instrument for green growth is most stark under the Green Economy pillar. Nature's Demise as Opportunity The third theme evident in Singapore's attempts to position itself as a ‘green leader’ also concerns the instrumentalisation of nature but takes it a step further, with nature's destruction as a result of anthropogenic climate change being presented as a means to stimulate economic development. In the SGP, four of the pillars focus on efficiency and optimising production and consumption of natural resources. However, the Green Economy pillar not only seeks to capitalise on nature but intends to prosper from its demise. The discourse on the climate crisis is rewoven as a narrative about ‘seizing’ opportunities from the climate crisis and the ensuring there is pressure on states and corporates to act. Similar to disaster capitalism, the impacts of climate change are a new business venture for Singapore to advance its developmentalist approach. Below are instances of this discourse: As the world transits to a low-carbon future, there are many exciting new opportunities in the green economy. For instance, the increasing demand for green financing and carbon services will create good jobs and new opportunities for our enterprises (Ministry of Trade and Industry Singapore, 2022). Singapore's Green Plan aims to harness sustainability as ‘a new engine of growth’ …Under the plan, the Singaporean government will lead and drive all economic actors to make the transition toward more sustainable economic models, including establishing the country as a hub for green finance, carbon trading and sustainability consultancy (Wangkiat, 2021). We must seek out new areas of cooperation. This will allow us to deepen collaboration while also strengthening our relevance as a global business hub. Sustainability is one area where there are interesting opportunities for growth and strong potential for international collaboration. Green financing, carbon services, and trading are some examples of the new industries that we can look forward to in the green economy (Ministry of Trade and Industry Singapore, 2023). Singapore is unequivocal in highlighting the competitive advantage that the climate crisis holds for the state. This intensification of the instrumentalism of its Garden City strategy serves not only to commodify but also to financialise climate change. As Ergene, Banerjee and Hoffman (2021: 1320) remark, ‘The Anthropocene is not a story of unintended consequences but is a direct result of a political economy that privileges wealth accumulation at the expense of environmental destruction’. The growth imperative inherent in capitalism relies on the appropriation of nature's ‘resources’ at a low-cost despite ecological consequences. Capitalism seeks to exploit ‘cheap’ resources, including land, labour and energy. This pursuit of cheap inputs is founded on the ontological separation between humans and nature, and the devaluing of nature and some humans compared to others. Capitalism unleashes ‘a “metabolic rift” in the relationship between humans and the earth, resulting in an environmental crisis that now threatens the very basis of life on the planet’ (Wright et al., 2018: p. 459; see also Foster, 2012; Nyberg et al., 2022). Conclusion The three themes explored above underscore how Singapore continues to conceptualise nature as ‘other’. The current understanding of ‘green leader’ and what is legitimate and required in order to be considered ‘green’ maintains a primarily economically centred political agenda. This ‘ecomodernist leadership’ regime is preoccupied by quantitative measures of a known and knowable nature. In short, being ‘green’ requires the improvement of these numbers in directions agreed as beneficial to both the economic and environmental systems they reflect and relate to. Such instrumentalism provides one means towards green futures, but we would argue that this dangerously reifies the dualistic exploitative relations that underpin climate change (e.g., Moore, 2016). Green growth and other notions of ‘greening’ (e.g., Green Economy, Green Finance) do not alter the problematic of anthropocentrism but rather propagate and support a Promethean logic (Dryzek, 2022). So, although Singapore's portion of global emissions is small at 0.1%, we would suggest that Singapore's contribution to climate change extends beyond this number due to its green leadership stance and practices. However, in this respect, Singapore is not alone, various influential multinational institutions, civil society, private sector and state actors such as Australia and New Zealand could also be viewed as holding additional responsibilities. Declaration of Conflicting InterestsThe author(s) declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.FundingThe author(s) received no financial support for the research, authorship, and/or publication of this article.ReferencesBarnard TP, Heng C (2014) A city in a garden. In: Barnard TP (ed) Nature contained: Environmental histories of Singapore. Singapore: NUS Press, 281–306.Benson P, Kirsch S (2010) Capitalism and the politics of resignation. Current Anthropology 51(4): 459–486.Böhm S, Sullivan S (2021) Introduction. In: Climate crisis? What climate crisis? Negotiating climate change in crisis. Cambridge: Open Book Publishers, 1–3.Braidotti R (2013) Posthuman humanities. 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Diplomacy
President Vladimir Putin, Prime Minister Narendra Modi and President Xi Jinping together at SCO Summit

India’s strategic reset in Tianjin

by Harsh V. Pant , Atul Kumar

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

Energy & Economics
Glass world bank building. Financial concept. Golden inscription bank. Banking. 3D render.

Closing the global financing gap in social protection: A World Bank perspective

by Iffath Sharif

Universal social protection coverage is off-track Time and time again we see the importance of universal social protection. It is a first line of defense to avoid deepening poverty in crises and helps overcome systemic poverty by empowering people to become economically self-reliant and invest in themselves and their children. Still over 3.4 billion people live without social protection coverage (International Labour Organization (ILO), 2021)1 and most of them live in low-income countries (LICs) and lower-middle-income countries (LMICs). Social protection spending relative to gross domestic product (GDP) is 4.5 times lower in LICs than in high-income countries, with little change from a decade ago. Moreover, globally, only about 25% of financing goes for the poorest 20% of the population (Tesliuc et al., 2025). Low coverage and stagnant financing stand in stark contrast to increasing risks that disproportionately affect people living in poverty, including from climate change and growing conflict and fragility. For uncovered households, the impact of any single shock can mean having to skip meals, sell off valuable assets, and pull children out of school, all with lifelong impacts. To accelerate progress against these challenges, the World Bank has set an ambitious new target to extend social protection coverage to an additional half a billion extremely poor and vulnerable people by 2030. Achieving this goal will require collective action to address the global fiscal deficit in social protection spending. Financing reform to double down on our social protection coverage Reaching half a billion people with social protection will entail continuing to work with over 70 governments, leveraging our knowledge and learning through building new evidence, facilitating cross-country peer-to-peer exchange, and close collaboration with development partners. There will also be a need to make meaningful use of the World Bank’s existing social protection financing of US$29 billion to continue investments in digital delivery systems to make spending in social protection more efficient. Such foundational investments can help to leverage labor market and fiscal reforms and complementary financing to reach our goal. Five specific actions could increase social protection financing to reach more people. Improve effectiveness of current social protection spending A top priority is to ensure that existing social protection budget resources are spent effectively. We must redouble efforts to ensure that resources reach those who need them most, and investing in delivery systems that improve the quality and cost-effectiveness of services. There is strong potential for existing social protection funding to make substantial gains against poverty. For emerging and developing economies (EDEs) with extreme poverty headcount below 10%, improved pro-poor targeting of existing social assistance budgets could virtually eliminate extreme poverty in these countries. And even in LICs and LMICs with extreme poverty rates from 20% to 80%, existing budgets could significantly decrease the total income shortfalls of the poorest 20% of the population. As of 2022, the income shortfall of the extreme poor in EDEs was estimated at US$163 billion (in USD 2017 purchasing power parity [PPP]). Improving the efficiency of existing social assistance spending to technically and politically feasible levels could reduce this shortfall to US$120 billion (Tesliuc et al., 2025). With increasing fiscal constraints, prioritizing high return investment is more important now than ever. Government-led Economic Inclusion (EI) programs are one such option, with long-run benefits that significantly outweigh initial costs. Niger’s EI program demonstrated a benefit-cost ratio of 127% 18 months after implementation, while in Zambia, the program costs break even with their returns in just 12 months. Assuming sustained impacts, both Niger and Zambia show positive returns on investment, at 73% and 36%, respectively (Bossuroy et al., 2022; Botea et al., 2023). How benefits reach people matters too. Digitalization of delivery systems, for example, can improve the efficiency of existing spending. In Liberia, the cash transfer program struggled with physical cash payments that took around 17 days on average and cost nearly US$8 per transfer. Now, the introduction of mobile payment has reduced delivery costs to US$2.5 per transfer and reduced the timeframe for delivery of missed payments substantially (Tesliuc et al., 2025). Prioritize progressive spending, and realize climate benefits in the process Globally, generalized subsidies on fossil fuels, agriculture, and fisheries exceed US$7 trillion (roughly 8% of global GDP); they are regressive, inefficient, expensive, and environmentally unsound (Arze del Granado et al., 2012; Damania et al., 2023). In the Middle East and North Africa, those subsidies are over five times higher than spending on cash transfers and twice as high as social assistance (Ridao-Cano et al., 2023). Redirecting inefficient fuel subsidies to social protection using dynamic and digital social registries could lead to more effective and better-targeted benefits. This also has the advantage of discouraging fossil fuel usage, thereby contributing to national and global climate goals. Egypt showcases the potential impacts of successful subsidy reform. One year after beginning to phase out fuel subsidies, the government used the resources saved to double the health budget, increase education spending by 30%, and launch a new national cash transfer program. The cash transfer program, Takaful and Karama, now reaches almost 20% of the population with targeted and effective assistance (El Enbaby et al., 2022). Continued investment in digital systems by Egypt helped to scale up this support, ensuring that those in need receive resources and services directly while minimizing wasteful expenditure on fuel subsidies. Increase the domestic tax base for social protection spending When efficiency gains and reallocation are insufficient, countries can enact appropriate tax reforms to increase domestic revenues toward adequate social protection coverage. Policy recommendations include broadening the tax base through appropriate tax reforms including a thorough fiscal incidence analysis, enhancing the progressiveness and effectiveness of the tax system, and supporting domestic revenue mobilization (World Bank, 2022). Bolivia, Botswana, Mongolia, and Zambia increased their revenue base with new taxes on natural resources that were earmarked for social protection and Brazil did likewise with a tax on financial transactions (Bierbaum and Schmitt, 2022). Efforts to increase domestic resources to broaden social protection coverage also require ringfencing progressive public spending. Social protection programs often face fierce competition across different government priorities for limited resources. Fiscal reforms therefore must come with the political will to prioritize social protection budget allocations. Citizen engagement can help: with support from United Nations International Children's Emergency Fund (UNICEF) and ILO, Mozambique adopted Social Action Budget Briefs to monitor social protection budget allocations against national strategic objectives (Bierbaum and Schmitt, 2022). Demonstrate impact to leverage climate financing Already the World Bank has investments of almost US$21 billion across 91 social protection programs with activities that help poor people respond better to the risks of climate change. We must continue to demonstrate how social protection supports poor and vulnerable people in adapting to climate change. In Ethiopia, the Productive Safety Net Program (PSNP) public works activities have reduced surface run-off, increased water infiltration, raised groundwater levels, enhanced spring yields, and increased stream base flows and vegetation coverage. Furthermore, by leveraging economic inclusion activities, the PSNP program has led to positive environmental impacts and promoted livelihood diversification and enhanced productivity, thereby decreasing people’s vulnerability to climate change. And we must continue to build the evidence that pre-emptive social protection investments and strengthening social protection systems are the best response to future shocks and crises – improving outcomes for people and the effectiveness of financing. In Pakistan, the Benazir Income Support Program (BISP), the country’s largest government-led cash transfer program, was scaled-up to provide 2.8 million families with roughly US$100 within a week of the 2022 floods. Rapid action was possible by leveraging information from the disaster risk management authorities linked to the geocoded data in the national social registry. Leverage partnerships for more effective collective action For LICs and fragility, conflict, and violence (FCV)-affected countries in particular, international support will continue to play an important role to complement efficiency gains and domestic spending. High fragmentation in donor financing calls for increased coordination in aid delivery (Watkins et al., 2024). By 2030, an estimated 59% of poor people worldwide will be concentrated in FCV-affected countries (World Bank, 2024) and humanitarian interventions play a critical role in saving lives in these settings. However, the lack of predictability and sustainability often misses opportunities to build resilience, human capital, and productivity effectively. Somalia, Ethiopia, and Yemen, among others, offer encouraging examples of collaboration in supporting and working through existing country systems (Al-Ahmadi and De Silva, 2018). In Somalia, humanitarian financing dwarfs development aid: US$1.1 billion and US$869 million, respectively, in 2018. The Somalia Baxnaano Program aims to align humanitarian and development efforts by supporting national social protection systems. Through partnership with the government, the British Foreign, Commonwealth & Development Office (FCDO), UNICEF, World Food Programme (WFP), and the World Bank, the program reached 181,000 households with cash transfers in 2021 and provided 100,000 households with emergency transfers in response to concurrent shocks in 2020 (Al-Ahmadi and Zampaglione, 2022). Countries at all income levels will benefit from promoting a larger role for the private and financial sectors to increase available financing. One option we are exploring in that context is the potential of innovative financing mechanisms, such as impact bonds, sovereign wealth funds, debt swaps, and Payment for Ecosystem Services (PES) (Watkins et al., 2024). Coordination on the knowledge agenda will be crucial to make the most effective use of available resources. We must leverage, share, and coordinate analysis, evidence, data, technical assistance, and implementation support across national stakeholders and international partners. It is critical that we work together to build the evidence base for effective social protection at the global, national, regional, and local levels, scaling up what works, and reforming what does not. Financing reform for shared prosperity There is no one-size-fits-all solution to the massive social protection financing challenge. We need to carefully analyze how to make the best use of scarce social protection resources, whether at the global, national, or local level. We also need to leverage more resources – both domestically and through partners and the private sector – to invest in social protection responses to the permacrises that we face, with climate and fragility high among these challenges. Partnerships, knowledge sharing, and collaboration are key to learning, scaling up and expanding what works and improving what does not. Overall, strengthening and expanding social protection systems are critical as we work together to end extreme poverty on a livable planet. FootnotesDisclaimer The findings, interpretations, and conclusions expressed in this paper are entirely those of the authors. They do not necessarily represent the views of the World Bank, its executive directors, or the governments they represent.1. The estimated population of the 144 World Bank client countries is 6.8 billion.ReferencesAl-Ahmadi AA, De Silva S (2018) Delivering social protection in the midst of conflict and crisis: The case of Yemen. Social protection and jobs discussion paper, no. 1801. Washington, DC: World Bank. Available at: http://hdl.handle.net/10986/30608License:CCBY3.0IGOAl-Ahmadi AA, Zampaglione G (2022) From protracted humanitarian relief to state-led social safety net system: Somalia Baxnaano Program. Social protection and jobs discussion paper, no. 2201. Washington, DC: World Bank. Available at: http://hdl.handle.net/10986/36864License:CCBY3.0IGOArze del Granado FJ, Coady D, Gillingham R (2012) The unequal benefits of fuel subsidies: A review of evidence for developing countries. World Development 40(11): 2234–2248.Bierbaum M, Schmitt V (2022) Investing more in universal social protection. Filling the financing gap through domestic resource mobilization and international support and coordination. Working paper no. 44. International Labour Organization (ILO). Available at: https://www.ilo.org/publications/investing-more-universal-social-protection-filling-financing-gap-throughBossuroy T, Goldstein M, Karimou B, et al. (2022) Tackling psychosocial and capital constraints to alleviate poverty. Nature 605: 291–297. Available at: https://doi.org/10.1038/s41586-022-04647-8Botea I, Brudevold-Newman A, Goldstein M, et al. (2023) Supporting women’s livelihoods at scale: Evidence from a nationwide multi-faceted program. SSRN scholarly paper. Rochester NY. Available at: https://papers.ssrn.com/abstract=4560552Damania R, Balseca VE, De Fontaubert C, et al. (2023) Detox Development: Repurposing Environmentally Harmful Subsidies (English). Washington, DC: World Bank Group. http://documents.worldbank.org/curated/en/099061523102097591/P1753450ec9e820830aba2067262dab24bfEl Enbaby H, Elsabbagh D, Gilligan D, et al. (2022) Impact evaluation report: Egypt’s Takaful cash transfer program. IFPRI ENA regional working paper no. 40. Available at: https://ebrary.ifpri.org/utils/getfile/collection/p15738coll2/id/136395/filename/136607.pdfInternational Labour Organization (ILO) (2021) World Social Protection Report 2020-22. Available at: https://www.ilo.org/resource/news/more-4-billion-people-still-lack-any-social-protection-ilo-report-findsRidao-Cano C, Moosa D, Pallares-Miralles M, et al. (2023) Built to Include: Reimagining Social Protection in the Middle East and North Africa. Washington, DC: World Bank. Available at: http://hdl.handle.net/10986/40227Tesliuc ED, Rodriguez A, Claudia P, Rigolini J (2025) State of Social Protection Report 2025: The 2-Billion-Person Challenge. Washington D.C.: World Bank Group.Watkins K, Nwajiaku-Dahou K, Kovach H (2024) Financing the fight against poverty and hunger – Mobilising resources for a Sustainable Development Goal reset. ODI report, ODI, London, 24 July.World Bank (2022) Charting a Course Towards Universal Social Protection: Resilience, Equity, and Opportunity for All. Washington, DC: World Bank Group. Available at: http://hdl.handle.net/10986/38031World Bank (2024) The Great Reversal: Prospects, Risks, and Policies in International Development Association (IDA) Countries. Washington, DC: World Bank Group.

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

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

by Nikolaj Kornbech , Olaf Corry , Duncan McLaren

Abstract The Arctic has been identified by scientists as a relatively promising venue for controversial ‘solar geoengineering’ – technical schemes to reflect more sunlight to counteract global warming. Yet contemporary regional security dynamics and the relative (in)significance of climate concerns among the key Arctic states suggest a different conclusion. By systematically juxtaposing recently published schemes for Arctic geoengineering with Arctic security strategies published by the littoral Arctic states and China, we reveal and detail two conflicting security imaginaries. Geoengineering schemes scientifically securitise (and seek to maintain) the Arctic’s ‘great white shield’ to protect ‘global’ humanity against climate tipping points and invoke a past era of Arctic ‘exceptionality’ to suggest greater political feasibility for research interventions here. Meanwhile, state security imaginaries understand the contemporary Arctic as an increasingly contested region of considerable geopolitical peril and economic opportunity as temperatures rise. Alongside the entangled history of science with geopolitics in the region, this suggests that geoengineering schemes in the Arctic are unlikely to follow scientific visions, and unless co-opted into competitive, extractivist state security imaginaries, may prove entirely infeasible. Moreover, if the Arctic is the ‘best-case’ for geoengineering politics, this places a huge question mark over the feasibility of other, more global prospects. Introduction ‘The Arctic region plays a key role in the global climate system acting as a carbon sink and a virtual mirror’ (Carnegie Climate Governance Initiative (C2G), 2021: 1) – thus reads a typical introduction to the rationale for solar geoengineering (SG) in the Arctic. To most, SG – any large-scale intervention that seeks to counteract anthropogenic global warming by reflecting sunlight – is still an obscure idea. However, it is quickly gaining traction among some groups of climate scientists, entrepreneurs and even some governments as climate impacts provoke an ever-increasing sense of alarm and urgency. Debates concerning potential governance of SG routinely acknowledge its potential international governance challenges, but have tended to leave security dimensions mostly unexamined (but see Nightingale and Cairns, 2014), usually by framing the challenge primarily in terms of coordinating efforts and dealing with potentially unwanted side effects (Corry et al., forthcoming). While climate change itself is often understood as a potential security threat, it has not yet motivated exceptional or decisive state action, but rather seems to produce a series of routine practices through which ‘climate change is rendered governable as an issue of human security’ (Oels, 2012: 201). Geoengineering could potentially change this situation. The potentially high-leverage, transboundary nature of large-scale SG has led to suggestions that it would involve disagreements over the methods and intensity of interventions (Ricke et al., 2013) and could lead to international conflicts, not least from uni- or ‘mini’-lateral deployment (Lockyer and Symons, 2019). In addition, with its potential to make climatic changes and catastrophes attributable to (or able to be blamed on) the direct and intentional actions of states, SG could also make the rest of climate politics a more conflictual field (Corry, 2017b). Other scholars have examined geoengineering itself through a human security frame – recently developed as ‘ecological security’ with ecosystems as the main referent object (McDonald, 2023), where the insecurity arising from climate change is seen to go beyond the particularity of state interests. This casts geoengineering as a potential ecological security measure, or even as a potentially ‘just’ one, if it would protect groups otherwise vulnerable to climate threats (Floyd, 2023). However, the entanglement of geoengineering, even if framed as an ‘ecological security’ measure, with national and international security dynamics, would remain a distinct risk, in similar ways to how humanitarian aid and development have become entangled with, and for some historically inseparable from, security (Duffield, 2007). In this article, we seek to move beyond theoretical speculation about the International Relations of geoengineering abstracted from historical or regional security dynamics, using a case study of the Arctic to investigate how geoengineering might (not) enter this political space and to derive conclusions of broader relevance to the international debate. We make use of the empirical richness revealed by schemes for Arctic geoengineering to identify how security imaginaries – ‘map[s] of social space’ (Pretorius, 2008: 112) reflecting common understandings and expectations about security – are already implicit in scientific and technical visions of geoengineering. We contrast these scientific security imaginaries with current state security imaginaries that play a dominant role in the anticipation of Arctic futures more generally. As we will show, scientific security imaginaries consider the Arctic as a best case for geoengineering in terms of political feasibility. This allows for analytical inference based on critical case selection (Flyvbjerg, 2006): if even in the Arctic these scientific security imaginaries have little compatibility with current state security imaginaries, geoengineering faces major obstacles of political feasibility in other regions and globally, unless deployed in pursuit of security rather than global environmental protection. Many different ideas for SG have been explored as ways to cool the Arctic. These include marine cloud brightening (MCB): spraying salts from sea vessels to make marine clouds more reflective (Latham et al., 2014) or covering ocean or ice surfaces with reflective materials (Field et al., 2018). Related ideas involve using wind power to pump water onto ice to help thicken it (Desch et al., 2017), underwater ‘curtains’ to protect ice from warmer water streams (Moore et al., 2018) or reintroducing large animals to graze and trample so that dark boreal forest is replaced by reflective snow-cover, protecting permafrost (Beer et al., 2020).1 The technique of stratospheric aerosol injection (SAI) – spraying reflective aerosols like sulphur or calcite into the stratosphere – is also included as an option by some organisations working with Arctic geoengineering2 or explored in simulations or other research (Jackson et al., 2015; Lane et al., 2007; Robock et al., 2008). In practice, however, aerosols distributed in or near the Arctic would likely spread over much of the Northern hemisphere, and model studies of Arctic-targeted SAI generally conclude that is it not a desirable option due to particularly severe negative side effects outside the Arctic (Duffey et al., 2023). While geoengineering scientists seek to distance their work from geopolitical concerns (Svensson and Pasgaard, 2019), scientific research in the Arctic – even that involving cooperation between Cold War adversaries – has long been deeply entangled with state security objectives and military interests (Doel et al., 2014; Goossen, 2020). Similarly, weather modification schemes have a history of (largely failed) entanglement with military purposes (Fleming, 2010), while climate modelling evolved partly through and with military scenario-making (Edwards, 2010). Climate modelling occupies a more civilian location in multilateral institutions now but still shares its particular way of seeing the climate – as a space of geophysical flows – with a military gaze (Allan, 2017). More importantly, the interrelated environmental, economic and geopolitical interests in opening up the Arctic that are emerging with global warming make for a particular set of contradictions and tensions in the region that we argue will be much more likely than global environmental concerns to determine what role (if any) geoengineering could or would play. Arctic SG ideas are emerging largely oblivious to this context, which is understandable, but makes for an interesting comparative analysis that, as will we show, raises questions concerning the overall feasibility of SG in the Arctic, especially deployment of it in line with scientific imaginaries. Since scientific literature tends to be central to governance-oriented assessments of SG (e.g. National Academies of Sciences, Engineering, and Medicine, 2021), a mismatch between assumptions has potentially serious policy implications, not least in terms of overall feasibility, which in turn augments risks of such schemes failing and contributing to mitigation deterrence (when they were hoped or planned for, delaying emissions reductions (McLaren, 2016)). Attention to the geopolitical complexities of Arctic geoengineering could prevent scientific work being translated into policy prescriptions in unintended ways or having unexpected effects – if the complexities can be foregrounded when interpreting such work and be considered in designing future research. Approach We analyse both Arctic geoengineering schemes and state strategies for the Arctic as security imaginaries. This concept draws on Charles Taylor’s (2004) notion of the social imaginary, ‘the ways people imagine their social existence, how they fit together with others, how things go on between them and their fellows, the expectations that are normally met, and the deeper normative notions and images that underlie these expectations’ (p. 23). Imaginaries, in this sense, are worldviews – sets of assumptions that may or may not correspond to social reality but affect it in significant and material ways. They are not simply subjective constructions to be weighed against some objective reality, but (often competing) ways of constructing and institutionalising the world. Following Pretorius (2008), a security imaginary is then ‘that part of the social imaginary as “a map of social space” that is specific to society’s common understanding and expectations about security and makes practices related to security possible’ (p. 112). Regrettably, social imaginaries are often theorised through ‘internalism’: as if a society is determined by factors originating within that society alone (Rosenberg, 2016).3 This makes it difficult to explain why different societies often have similar security imaginaries. By breaking with internalism, national imaginaries can be understood as inherently international in the sense that they are deeply affected by coexistence with other societies. For Pretorius (2008), ‘the security imaginary is . . . open to influence from perceptions, beliefs and understandings of other societies about security’ due to ‘trans-societal exchanges’ such as travel (p. 112). But in a deeper way, the mere existence of multiple societies is fundamental to the whole idea of (national) security (Rosenberg, 2016). In addition, if the Arctic is considered a ‘regional security complex’ (Lanteigne, 2016) such that the security imaginary of societies in a region ‘cannot be reasonably analysed or resolved independently of each other’ (Buzan and Wæver, 2003: 44), then relations between societies become constitutive, even, of security imaginaries of that region. Scientific communities – in this case geoengineering researchers – can produce a different ‘map of social space’ from national ones, since the groups (in one version ‘epistemic communities’ (Haas, 1992)) producing these are not necessarily national, and use different tools and concepts than national security communities. At the same time, scientists are rarely unaffected by their backgrounds, and their technical and conceptual tools for producing such a ‘map’ reflect traces from state priorities and international structures, including colonial legacies (Mahony and Hulme, 2018). State and scientific security imaginaries are thus distinct but not separate, and as we shall see, they can clash or draw upon each other, often implicitly. The security imaginary concept captures three important characteristics of our empirical materials. First, geoengineering ideas and state security strategies are performative (rather than purely descriptive) in their anticipation of (Arctic) futures (Anderson, 2010). Second, they are based on understandings of social order which merge factual and normative claims – what is and what should be (Taylor, 2004). Third, they construct threats and necessary responses in terms of the security of that social order, irrespective of whether those threats are of a military nature or otherwise (e.g. a climatic threat); in other words, they can securitise a variety of referent objects (Buzan et al., 1998). In investigating scientific and state security imaginaries, we focus on the difference in the construction of two objects: climate and the international order. We ask: how is the ‘Arctic climate’ articulated and made legible in relation to the planetary climate and other factors, and further, how is the Arctic climate problematised and related to concerns of desirable or undesirable futures? What political, economic and international infrastructures are presumed? In sum, what threatens and what defends Arctic and international order? To explore the security imaginaries of Arctic geoengineering, we gathered materials that construct Arctic futures through searches in the peer-reviewed literature with the search terms ‘Arctic’ and ‘geoengineering’ using , as well as search hits on the term ‘Arctic’ in the archive of the Climate Engineering Newsletter run by the Kiel Earth Institute,4 which also covers grey literature and press coverage on the topic.5 We manually excluded texts exclusively focused on carbon removal forms of geoengineering, except those with positive effects on the surface albedo. For the state security imaginaries of the Arctic, we consulted policy documents and other official government publications looking for the most recent policy statement in each of the littoral states: Canada, the United States, Russia, Norway and Denmark (which controls the security and foreign policy of Greenland) concerning their respective Arctic security strategy.6 Public documents are often used as data in security studies as testaments to state preferences or intentions, despite the often performative character of such documents. Such documents generally attempt to portray the institutions that produce them as competent and coherent – and of value to particular external audiences. As such they are potentially unreliable as sources for underlying intentions, levels of capacity and commitment behind policy goals. However, as documents set out to perform a future which is seen as desirable – either by the authors themselves or the audiences they appeal to – they are a useful guide to the underlying assumptions of social and international order guiding Arctic security politics – the state security imaginaries, in other words. We therefore study them for their performative content, with particular emphasis on the intended audiences and messages (Coffey, 2014). Similarly, geoengineering publications also perform a material and political Arctic future to advance scientific or research agendas, and we therefore analyse the underlying imaginary of their desired futures, without prejudice to the climatological or technical feasibility of the envisioned schemes. However, as the imaginaries of many researchers typically invoke global benefits from Arctic geoengineering, in particular through preventing tipping events, it bears mentioning that recent literature questions these benefits. Research indicates that that some techniques (ice restoration in particular) would have limited impacts on the global climate (Van Wijngaarden et al., 2024; Webster and Warren, 2022; Zampieri and Goessling, 2019), and a recent comprehensive review finds only limited support for the claim that Arctic sea ice is a tipping element in the climate system (Lenton et al., 2023: 58–60, 66–68). Even so, it should not be assumed that scientific considerations alone will drive decisions to geoengineer the Arctic, and the growing interest in these ideas makes it important to examine their political imaginaries. Finally, we must acknowledge the highly consequential difference in the power to securitise between the actors which produce the imaginaries. The state apparatuses producing the state security imaginaries are more aligned with, and therefore more likely to influence, actors with the power to securitise (Floyd, 2021). We read both sets of imaginaries in this light. The ‘great white shield’: scientific security imaginaries In geoengineering studies and policy papers, the Arctic is foremost understood as a part of the global climate system (Corry, 2017a), with focus placed on potential tipping points in terms of alarming above-average warming, the sea ice albedo feedback and the potential release of methane and carbon dioxide from thawing permafrost or undersea clathrates. These may push the Earth into feedback cycles of further warming. The Arctic is therefore seen as a ‘great white shield’ for the global climate, but a fragile one: ‘the weakest link in the chain of climate protection’ (Zaelke, 2019: 241). Many of those advocating exploration of Arctic geoengineering argue that emissions cannot be reduced in time to prevent tipping points. One paper contends that cryospheric tipping points ‘are essentially too late to address by standard political processes [for climate management]’ (Moore et al., 2021: 109). This pessimistic assessment spawns a complementary opposite: hopes that geoengineering might prove especially feasible and desirable in the Arctic, with associated aspirations for near-term experimentation and potential deployment. One researcher coined the term ‘Arctic Premium’, arguing that the particular climatic characteristics of the region will enable ‘a dividend for regionally based climate interventions that could be less expensive, more effective and achieve faster results than if they were targeted over the whole earth’ (Littlemore, 2021: 2) – the Arctic imagined as an effective and relatively accessible lever for operating on the global climate system as a whole.7 While regional benefits such as the preservation of ice-dependent Indigenous ways of life are sometimes mentioned (Moore et al., 2021: 110), this tends to occur when regional benefits align with what are understood as global climatic interests. This instrumental attitude can also be seen in proposals that, echoing some of the early literature on SG (Lane et al., 2007; Robock et al., 2008), see the Arctic as a testing ground. These include ‘SCoPEx’, which would have tested SAI equipment over Indigenous Sámi land, and the suggested use of the Sermeq Kujalleq glacier in Greenland – Inuit territory – as a prototype for more substantial glacial geoengineering in the Antarctic. The Sermeq Kujalleq proposal is justified on the basis of ‘fewer global environmental impacts’, despite the considerable amount of local socio-environmental impacts and acknowledgement that ‘the reactions of local people would be mixed’ (Moore et al., 2018: 304). In a quote that sums up the assessment of most researchers Bodansky and Hunt (2020) argue that ‘as bad as Arctic melting is for the Arctic itself, its global effects are more concerning’ (p. 601). The concern with global effects infuses scientific security imaginaries with urgency. The ostensible ‘speed’ (Zaelke, 2019: 244) of SG is contrasted with the slowness of politics, emissions reductions and large-scale carbon removal.8 In many cases, such invocations of urgency lead to claims that geoengineering is necessary: that ‘excluding polar ice restoration could make the 1.5° C goal impossible to achieve’ (Field et al., 2018: 883) or that ‘more and more people see geoengineering as a necessity more than an option, making it a matter of when rather than if’ (Barclay, 2021: 4). One proposal notes that ‘these are expensive propositions, but within the means of governments to carry out on a scale comparable to the Manhattan Project’ (Desch et al., 2017: 121); others also specify funding by rich states as the way to move forward on research and deployment (Moore et al., 2021). The urgent threat of Arctic climate change is seen as a job for decisive state action, and thus, it is argued to be salient in so far as it appears as a universal threat to state interests. At the same time, the causes of climate change are downplayed and depoliticised across the literature. Attributing climate change to emissions from ‘human societies’ (Beer et al., 2020: 1), the literature frames out the vastly unequal responsibility for climate change and the social and economic dynamics driving historical and continued emissions.9 One policy paper neglects social causes of climate change altogether, contrasting geoengineering only to ‘conventional mitigation policies’ (Bodansky and Hunt, 2020: 597) and ‘decarbonisation of the global economy’ (p. 616). In this way, Arctic climate change is constructed as a global security threat, seen as stemming from the ‘tight couplings within global systems, processes, and networks’ (Miller, 2015: 278) rather than the actions of any specific group of humans, and as a threat to global ‘human security’ and therefore not subject to the division and distrust of international politics. In this, the imaginary resembles much liberal environmentalism in International Relations, characterised by a ‘global cosmopolitanism’ which does not seriously engage with inequalities of power and intersocietal difference (Chandler et al., 2018: 200). This imaginary is probably adopted to construct scenarios for technical research, since it fits neatly with modelling tools that produce visions of geoengineering in purely technical Earth system terms. But the liberal imaginary also shapes assessments of political feasibility and could impinge on the technical design of geoengineering schemes, including in ways that can be hard to unpick when the research enters the political sphere. Most publications entirely omit considerations of state security, including some papers that focus on governance (Bodansky and Hunt, 2020; Moore et al., 2021). The mentions of security that do exist are brief and vague: C2G (2021) notes that ‘evidence suggests potential security issues may arise’ (p. 2) in the case of SAI. Another paper notes as an example of ‘geo-political . . . friction’ that ‘Arctic regions such as Russia, Alaska and the Canadian Yukon would be providing a global public good . . . which would add a major new dimension to international relations’ (Macias-Fauria et al., 2020: 10), suggesting that geoengineering can be adequately grasped through rationalist decision frameworks where global public goods offer non-rival and universal benefits, which is disputed (Gardiner, 2013). In the research, the omission of geopolitics is justified by relegating it as a problem which only concerns the ostensibly more controversial techniques such as SAI deployed globally. There is a hope that ‘Arctic interventions pose less of a governance challenge than global climate interventions’ (Bodansky and Hunt, 2020: 609). This rests on the twin claim that the physical effects of Arctic interventions will be more limited and therefore less risky and that the Arctic’s political environment is more conducive to geoengineering than the ‘global’ polity as a whole. In terms of physical effects, many Arctic interventions are argued to be ‘low-risk’ (Barclay, 2021: 4) due to fewer and less severe environmental side effects. What Zaelke (2019) calls ‘soft geoengineering’ (p. 243) approaches are presented as ‘more natural’ (Littlemore, 2021: 2) than the most commonly considered SG techniques such as SAI or MCB which involve physical and chemical manipulation of the atmosphere.10 In particular, efforts to restore sea ice without atmospheric interventions are promoted highlighting the ostensibly more ‘natural’ character of their intervention (Field et al., 2018: 899). ‘Unlike other [SG] methods, thickening sea ice is attractive because it merely enhances a naturally ongoing process in the Arctic’, claims one proponent (Desch et al., 2017: 112). Efforts at ecological intervention in ecosystems to halt permafrost thaw are also described as ‘a return to a more “natural state”’ (Moore et al., 2021: 111). ‘Soft’ geoengineering concepts are in many cases linked to discourses of conservation, with the sometimes-explicit expectation that this will make them more benign and less politically controversial: ‘Since it is rooted in the preservation of the existing state rather than introducing new and undeniably controversial elements into the atmosphere, it likely presents easier governance challenges’ (Moore et al., 2021: 116). Such distinctions between ‘natural’ and ‘unnatural’ interventions may well facilitate cooperation around some methods, but notions of ‘natural’ are also situated, making distinctions inevitably difficult to maintain in practice. While aiming to preserve select parts of the Arctic environment (such as land ice, sea ice or permafrost), geoengineering interventions will likely also introduce significant changes and risks to Arctic ecosystems (Miller et al., 2020; Van Wijngaarden et al., 2024).11 In this way, ostensibly ‘natural’ Arctic interventions would lead to unprecedented anthropogenic – and for others therefore ‘unnatural’ – impacts on ecosystems in the Arctic and possibly beyond, since remote impacts are plausible but not yet well understood.12 This reveals an imaginary prevalent among proponents of Arctic geoengineering, where a distinct construction of ‘natural’ emerges to bridge aspirations of technical manipulation of the climate with what scientists see as palatable to (or believe to be) social ideals of ‘nature’. In addition, the adjectives used to describe ‘soft’ geoengineering – ‘targeted’ (Moore et al., 2021: 108), ‘localized’ (Latham et al., 2014: 3), ‘reversible’ (Barclay, 2021: 4) and ‘intelligent’ (Field et al., 2018: 900), all point to an imaginary where aspirations towards the ‘natural’ are combined with expectations of fine-grained, scientifically calibrated control. As Zaelke (2019) explicitly suggests, ‘in other words, we have control over soft geoengineering’ (p. 243) – the ‘we’ here left ambiguous. The idea of having a relatively large degree of control originates in restraint vis-a-vis ‘global’ SG, in that it recognises large risks from attempting to control the global climate system as such. But this sense of fine-grained control may also encourage more Promethean dreams of a ‘designer climate’ (Oomen, 2021), as speculation over future possibilities of ‘fine-tun[ing] the flows of heat, air and water’ using localised MCB indicates (Latham et al., 2014: 10). In terms of the Arctic’s political environment, discourse on the feasibility of geoengineering reveals further elements of a liberal imaginary, relying on (existing or imagined) international law and institutions, distributive justice and consequentialist ethics (Baiman, 2021; Barclay, 2021), a focus on cost minimisation (Desch et al., 2017; Field et al., 2018) and market-based approaches such as payments for ecological services (Moore et al., 2021) or carbon credits (Macias-Fauria et al., 2020) in the implementation of geoengineering schemes. Taken together, such measures rather well resemble a ‘liberal cosmopolitan framework through the advocacy of managerialism rather than transformation; the top-down coercive approach of international law; and use of abstract modernist political categories’ (Chandler et al., 2018: 190). Distributive notions of justice and consequentialist ethics are arguably also at the root of claims that local populations in the Arctic, including its Indigenous peoples, may be uniquely receptive to geoengineering schemes. While many advocate public engagement (Desch et al., 2017; Macias-Fauria et al., 2020) and stress that ‘Northern people who use and depend upon the existing landscape need a strong voice’ (Littlemore, 2021: 3), there is a general expectation that such engagement will not be prohibitively conflictual. One policy scholar suggested that ‘given that Northern people are already seeing the effects of climate change, the North may be a place for a more pragmatic, constructive, and legitimate deliberative discussion on Arctic interventions’ (Ted Parson, quoted in Littlemore, 2021: 5). Other researchers have concluded that using SAI would conserve ‘indigenous habits and lifestyles’ in the Arctic (Chen et al., 2020: 1) as a direct consequence of reducing permafrost thaw. These assumptions were strained by the SCoPEx controversy, where the Sámi Council strongly opposed the experiment planned in their territory (Cooper, 2023). Equally, Arctic populations (Indigenous and non-Indigenous) have varied interests that cannot be assumed to be oriented to preventing or reversing Arctic climatic change, some seeing new opportunities for economic development and potentially political independence in the case of Greenland (Jacobsen, 2020). Political feasibility of geoengineering plans is often assessed through legal analyses that weigh up specific techniques and target environments in relation to existing treaties and other legal regimes (Barclay, 2021; Bodansky and Hunt, 2020). Some place hope in techniques such as permafrost/glacier preservation that may be deployed within the bounds of a single nation’s territory, which would, in their view, sidestep the need for international governance altogether: ‘for example, Russian and Canadian policies could change the carbon released from thawing permafrost. Similarly, Greenland’s ice sheet would be the primary responsibility of the Greenlanders’ (Moore et al., 2021: 109). While such techniques might be localised in effect, and only intended to slow climate feedback effects such as the rate of ice loss, inclusion of such measures in market credit schemes, as attempted by the Real Ice project,13 could prove controversial and under some conditions undermine any SG-based climate effect (Fearnehough et al., 2020: Chapter 3). For cross-border geoengineering schemes, the Arctic Council14 is in some cases highlighted as a favourable site for governance (Desch et al., 2017). One paper calls it an ‘obvious institution’ for international governance of Arctic geoengineering in general, contending that ‘because of its relatively small size, the Arctic Council has been a relatively effective forum to develop regional policies relating to the Arctic’ (Bodansky and Hunt, 2020: 610). However, in a later article, one of the authors described the Arctic Council as ‘an informal institution that lacks any regulatory powers and shows no signs of being up to the task of taking significant action’ on Arctic climate change (Bodansky and Pomerance, 2021: 2). Moore et al. (2021) similarly contend that ‘the Arctic Council is not a true international organization with rule-making power’ (p. 113). Yet Moore et al. (2021) still argue the Arctic is a politically tractable space for geoengineering due to the low number of states that would need to come to an agreement – in contrast to global SG which ‘would ideally need at least near-global consensus’ (p. 109). This reveals an important complexity in the concept of globality that permeates the geoengineering imaginaries. While the Arctic, as we showed above, is instrumentalised for a global community – operated on to mitigate climatic effects across the planet – it is also differentiated from ‘global interventions’ that take the global Earth system as their direct object of intervention (Bodansky and Hunt, 2020: 597). As Moore et al. (2021) state explicitly, ‘targeted geoengineering is done on regional scales but aims to conserve the various parts of the global climate and earth system’ (p. 109). The politically salient objects are imagined to be the methods of intervention, spatially bounded in the Arctic region while the intended global climatic effects are in effect rendered unproblematic and therefore without need for governance. Arguably this reflects a common assumption that governance is only relevant in the case of ‘adverse or unintended effects’ (Barclay, 2021: 5) – the intended effect of albedo modification implicitly understood as an unambiguous global public good. On a technical level, this assumption is questionable – since remote consequences of Arctic geoengineering are not yet well understood. But more crucially, the assumption projects exactly those liberal rationalist norms which are argued to be especially present in the Arctic on to the wider geopolitical context. The specific imaginary constructed to justify regional geoengineering interventions as politically feasible while still being part of a global solution to climate change cannot work without a general liberal imaginary of international politics. Otherwise, the global effects of regional interventions would threaten to undo the validity of the ‘regional feasibility’ argument. Arctic state security imaginaries The history of scientific research in the Arctic reveals the liberal security imaginaries underlying Arctic geoengineering to be a relatively recent phenomenon. Doel et al. (2014) describe the intertwinement of 20th-century Arctic research projects and three broad state goals, shared to varying degrees by all littoral states: national security, exploitation of natural resources and extension of territorial sovereignty to disputed areas. When intercontinental and submarine-launched ballistic nuclear missiles were introduced from the late 1950s, the Arctic became a ‘buffer zone’ between the Cold War powers, experiencing a continuous period with low military activity and absence of conflict that likely paved a way for increased cooperation after the Cold War, with Mikhail Gorbachev famously declaring the Arctic a ‘zone of peace’ (Gjørv and Hodgson, 2019: 2). The Arctic came to be seen as an ‘exceptional’ region in the post-Cold War period, where institutionalised multilateral cooperation on regional issues, particularly environmental and scientific activities, could blossom (Lackenbauer and Dean, 2020). In this section, we examine recent state strategies and developments in the Arctic to assess the contours of the current leading security imaginary among Arctic states. The key characteristic of Arctic exceptionalism is that geopolitical conflicts and tensions from outside the Arctic are excluded from affecting cooperation on internal Arctic issues and that, as a corollary, specifically ‘Arctic issues’ are compartmentalised: ‘Actors . . . can talk about everything except contentious issues, not least military security’ (Gjørv and Hodgson, 2019: 3, original emphasis). However, this compartmentalisation is hard to find in recent state assessments. The US emphasised in 2019 that ‘The Arctic remains vulnerable to “strategic spillover” from tensions, competition, or conflict arising in these other regions’ (United States Department of Defense (USDOD), 2019: 6). In 2020, the Danish Minister for Foreign Affairs spoke of ‘a new security-political dynamic in the region. Disagreements and conflicts originating in other areas of the world are also being expressed in the Arctic’ (Kofod, 2020: 1).15 For the four North Atlantic Treaty Organization (NATO) members in the Arctic littoral, such concerns were obviously directed at the only non-NATO state: Russia (even before the invasion of Ukraine). Denmark expressed concern over ‘the Russian build-up of military capabilities’ (Kofod, 2020: 2); Norway stated that ‘Russian build-up of forces and military modernisation can challenge the security of Norway and allied countries directly’ (Royal Ministry of Foreign Affairs (RMFA), 2020: 23) and cited the Russian annexation of Crimea as a key moment in increased tensions and deteriorating optimism regarding peaceful cooperation in the Arctic (RMFA, 2020: 10). Russia, for its part, described ‘military buildup by foreign states in the Arctic and an increase of the potential for conflict in the region’ as a ‘challenge’ (Office of the President of the Russian Federation (OPRF), 2020: 5). Among the NATO states, these assessments have for several years been accompanied by a call for deeper military cooperation. Denmark has pledged to ‘support NATO’s role in the Arctic and the North Atlantic’ (Ministry of Foreign Affairs of Denmark, 2022: 23), a change from previous strategy documents which stressed that ‘enforcement of the realm’s sovereignty is fundamentally the responsibility of the realm’s authorities’ (Ministry of Foreign Affairs of Denmark, Greenland and the Faroe Islands, 2011: 20). Canada aims to ‘increase surveillance and monitoring of the broader Arctic region’ in collaboration with the United States, Denmark and Norway (Government of Canada, 2019: 77), while Norway in 2021 negotiated a deal with the United States to allow it access to two Arctic military installations – the Ramsund Naval Base and the Evenes Airfield. Trust has only deteriorated further since Russia’s full-scale invasion of Ukraine in 2022. All Arctic Council member states except Russia announced they would suspend participation in council meetings because of the invasion, subsequently announcing a ‘limited resumption’ of projects without Russian participation (Global Affairs Canada, 2022). The recent US Arctic strategy describes ‘increasing strategic competition in the Arctic . . . exacerbated by Russia’s unprovoked war in Ukraine’ (The White House, 2022: 3) and claimed that ‘Russia’s war of aggression against Ukraine has rendered government-to-government cooperation with Russia in the Arctic virtually impossible at present’ (The White House, 2022: 14). Russia interprets Arctic politics on similar terms; the Arctic ambassador has stated that the Finnish and Swedish bids to join NATO ‘will of course lead to certain adjustments in the development of high altitude [sic] cooperation’ (quoted in Staalesen, 2022). This dynamic of de-exceptionalisation, where the Arctic is increasingly reintegrated into great power politics, is the contemporary context in which the littoral states interpret the region’s present and future climatic changes. The state goals associated with early and mid-20th century Arctic science are reappearing as a background for envisioning the impact of climate change. Of the three goals identified by Doel et al. (2014), assertion over disputed territories is arguably of lesser importance today. All states have indicated a willingness to settle territorial continental shelf disputes via international law, and such statements are generally accepted by commentators as genuine (Østhagen, 2018). But the goals of military national security and extraction of natural resources are growing in salience, and changing in character, as the ice melts and the permafrost thaws. In contrast to the geoengineering literature, climate change is rarely addressed as a primary threat in state policies but described in more restricted terms. Adaptation problems from ‘sea-ice loss, permafrost thaw and land erosion’ (Government of Canada, 2019: 63) are emphasised, and both Canada (Government of Canada, 2019: 18) and Norway (RMFA, 2020: 14) describe climate change as a cultural threat to Indigenous peoples. Nonetheless, the task of emission reductions does not figure as a specifically Arctic objective (e.g. RMFA, 2020: 14). In this way, climate change figures less as a problem that must urgently be dealt with and more as an unavoidable condition of Arctic politics. In the context of military security objectives, climate change is understood primarily as a driver of increased navigability and accessibility of the Arctic. The US Navy anticipates an increasingly ice-free ‘blue Arctic’, where ‘peace and prosperity will be increasingly challenged by Russia and China, whose interests and values differ dramatically from ours’ (United States Department of the Navy, 2021: 2). Cold War-era interpretations of the Arctic’s geographical significance are being reinvigorated: Canada stresses the importance of maintaining air and missile capabilities in its Arctic region due to its location along the shortest path from Russian to US territory (Government of Canada, 2019: 77). And as the region becomes more accessible, it rises in strategic importance. The US Department of Defense presents the Arctic as ‘a potential corridor – between the Indo-Pacific and Europe, and the U.S. homeland – for expanded strategic competitions’ (USDOD, 2019: 6) and stresses that ‘maintaining freedoms of navigation and overflight are critical to ensuring that . . . U.S. forces retain the global mobility guaranteed under international law’ (USDOD, 2019: 13). The increased accessibility of the Arctic also brings new hopes of further use of the region’s natural resources as a vehicle for economic growth (Keil, 2014). Such goals have become intertwined with development discourses and policies that focus on lack of modern infrastructure, low employment and population decline and, in this way, align the economic objectives of faraway capitals with local concerns. Canada aims to ‘close the gaps and divides that exist between this region, particularly in relation to its Indigenous peoples, and the rest of the country’ (Government of Canada, 2019: 36) and presents these gaps in a consumerist national imaginary where being ‘full participants in Canadian society’ means having ‘access to the same services, opportunities and standards of living as those enjoyed by other Canadians’ (Government of Canada, 2019: 36). The Russian government frames its Arctic policy goals in terms of avoiding a dystopia of a depopulated region lacking economic growth, and such fears are directly presented in security terms: ‘population decline’ and ‘insufficient development’ of infrastructure and business are named ‘primary threats to national security’ (OPRF, 2020: 4–5). In Norway, Northern depopulation is presented as a key concern to be addressed through investment in public education and business infrastructure (RMFA, 2020: 11). The emphasis in such ‘development’ is on natural resources such as fossil fuels and rare earth minerals, trans-Arctic shipping routes and tourism. Russia is particularly clear in its focus on fossil fuels; ‘increasing oil and gas extraction rates, advancing oil refining, and producing liquefied natural gas and gas-chemical products’ are considered ‘primary objectives for the economic development of the Arctic zone’ (OPRF, 2020: 7). The development of the Northern Sea Route as a ‘competitive national transportation passage in the world market’ is named a ‘primary’ Russian national interest (OPRF, 2020: 4). Other states also emphasise ‘new economic opportunities, for example in the form of new maritime routes and extraction of natural resources’ (Kofod, 2020: 1). In some states, the role of fossil fuels in extractive ambitions is arguably receding. In its previous Arctic strategy, the US anticipated the Arctic’s role in ‘future United States energy security’ through its ‘proved and potential oil and gas natural resources that will likely continue to provide valuable supplies to meet U.S. energy needs’ (The White House, 2013: 7). Now, ‘the Arctic’s significant deposits of in-demand minerals essential to key technology supply chains’ (The White House, 2022: 6) have ostensibly replaced fossil fuels as the main extractive interest. Yet such shifts leave intact visions of major extractive operations dependent on (or facilitated by) a warming Arctic. More generally, there is an assumption of compatibility between interests in extractivism and economic growth and climate and environmental policies. Imagined futures contain ‘safe and environmentally-responsible shipping’ (Government of Canada, 2019: 49), ‘the sustainable use of natural resources’ (OPRF, 2020: 9) and ‘sustainable tourism’ (Ministry of Foreign Affairs of Denmark, Greenland and the Faroe Islands, 2011: 24). Technological innovation is, unsurprisingly, anticipated as the main way to realise the sustainability of these activities. In contrast to this assumed compatibility with environmental objectives, the economic opportunities are portrayed as in need of protection against interests from other states. The US expresses commitment to protect ‘freedom of navigation’ in the Arctic against perceived Russian threats, alleging that Russia ‘is attempting to constrain freedom of navigation through its excessive maritime claims along the Northern Sea Route’ (The White House, 2022: 6). As described above, this interest in freedom of navigation is partly military, but also acts to protect an economic order. The US argues for ‘a shared interest in a peaceful and stable region that allows the Arctic nations to realise the potential benefits of greater access to the region’s resources’ (USDOD, 2019: 4), underpinned by US military power. Russia, for its part, has named ‘actions by foreign states and (or) international organizations to obstruct the Russian Federation’s legitimate economic or other activities in the Arctic’ a ‘primary challenge to national security’ (OPRF, 2020: 5). Here, China is also constructed by Western states as an economic security threat. While under the President Biden, the US threat perception in the Arctic appears to have shifted to an almost exclusive focus on Russia (The White House, 2022); the prior Trump administration indicated strong concerns that ‘China is attempting to gain a role in the Arctic in ways that may undermine international rules and norms, and there is a risk that its predatory economic behavior globally may be repeated in the Arctic’ (USDOD, 2019: 6), a sentiment shared by Denmark and Norway (Ministry of Foreign Affairs of Denmark, 2022: 23; RMFA, 2020: 11). China is certainly explicit about its ambitions in the Arctic, which it portrays as an increasingly ‘global’ space. It argues that due to the changing environment and increased accessibility, ‘the Arctic situation now goes beyond its original inter-Arctic States or regional nature’, and the stress on ‘global implications’ is used to justify China’s identification as a ‘Near-Arctic State’ and ‘important stakeholder in Arctic affairs’ (english.gov.cn, 2018). Yet contrary to the impression given by Western states, Chinese material and institutional visions for the future are strikingly similar to those of the littoral states: development of shipping routes, materials extraction and tourism under promises of sustainable development and governed by international law (english.gov.cn, 2018). Hence, the mistrust expressed by other states does not concern explicit differences in visions of Arctic futures. Rather, the imaginary of economic development is securitised along the lines of geopolitical blocs, with economic cooperation across these blocs rendered problematic. Implications for the security politics of solar geoengineering Our analysis has revealed stark differences between scientific security imaginaries in the geoengineering literature and the security imaginaries of Arctic states. First, climate change is constructed as a concern in different ways. In the scientific imaginaries, climate change, and especially the prospect of Arctic tipping points, are front and centre. The Arctic is primarily interpreted through its climate-restorative potential, as imagined through computational Earth system models that imagine futures of controlled Arctic climates – and by extension, controlled global climates. By contrast, state imaginaries of the Arctic are not oriented towards preventing climate change but anticipate a mixture of desirable and undesirable outcomes from rising temperatures, which are seen as an inevitable background for the region’s future. Responses to climate change – such as increased demand for rare earth minerals – are becoming issues of concern and questions of security, more so than climate change itself (cf. McLaren and Corry, 2023), which stands as an unquestioned precondition for other strategic decisions. Whether the Arctic should be a venue of increased activity is not in doubt. This stands in sharp contrast to ideas of geoengineering which presuppose that hindering accessibility in the region for economic and military purposes, for example, by restoring sea ice, would be acceptable to all states involved. Second, the scientific security imaginaries exhibit a liberal institutionalist understanding of international politics and rely on a view of the Arctic as a global commons to be leveraged for the needs of an ostensible global humanity. In this, imaginaries of Arctic geoengineering do not differ from their planet-scaled counterparts (McLaren and Corry, 2021), except perhaps in the immediacy of imagined experimentation and deployment. Yet the Arctic case contains a unique contradictory claim. Geoengineering in the Arctic is justified partly by claims that it would be more politically tractable, drawing on discourses of Arctic exceptionalism that see it as a special region where inter-state cooperation on common interests can be shielded from exterior geopolitical dynamics and conflicts. But while the envisaged methods of geoengineering are bounded in the Arctic, they still aim to achieve global climatic effects.16 Prospective geoengineers thus make two further assumptions: that effects outside the Arctic are overall benign and/or that governance is only relevant in the case of unfavourable effects. The latter relies on a liberal rationalist imaginary of world politics, where costs and benefits are readily identified and acted upon, coordinated by institutions if required, undermining the initial presumption that the Arctic can be shielded from global conflictual geopolitics. Especially with the Russian invasion of Ukraine, this idea of Arctic exceptionalism is also increasingly obsolete – the Arctic is undergoing de-exceptionalisation, as indicated by the de facto collapse of the flagship of Arctic multilateralism, the Arctic Council. Schemes that envision deployment of Arctic geoengineering as market-driven are also likely to be less immune to geopolitical obstacles than their developers imagine. Such interventions assume an international order governed by multilateral institutions including markets for carbon removals or ‘cooling credits’. But even for those states which subscribe to similar liberal aspirations, this order is subject to uncertainty, in the Arctic and elsewhere, and is consequently understood as something which must be secured. The mistrust from Western states about China’s interests in the Arctic, although ostensibly similar and compatible with Western aspirations of Arctic futures, highlights the current and increasing uncertainty over the future of such a Western-dominated liberal economic order. Taken together, these differences reveal a deep disjuncture between the security imaginaries of Arctic geoengineering and state strategies. Given the relative strength of state security actors and institutions compared to environmental ones, the political feasibility of Arctic geoengineering appears to preclude a purely environmental logic driving development and/or deployment. It raises the question of which rationales and scenarios would become subject to modification – or disappear completely – to take account of economic, geopolitical, security and other aims. In this light, it is notable that there is one point of convergence between the state and scientific security imaginaries: technological solutionism. States might conceivably adopt geoengineering to partly mitigate Arctic warming (or ice degradation) while still leaving the environment accessible enough for increased resource extraction, transcontinental shipping and tourism. However, such a scenario – a form of mitigation deterrence (McLaren, 2016) – is hardly an expression of the scientific security imaginary, which, having securitised Arctic tipping points as a threat to a global humanity, sees the protection and restoration of the Arctic climate as the overarching priority. Furthermore, far from prospective geoengineers’ expectations that envision the interventions as supported by local and Indigenous populations, this scenario would further instrumentalise the Arctic to the ends of interests outside the region, which clearly amounts to a continuation and intensification of the neo-colonialism that characterises many parts of the Arctic to this day (Greaves, 2016). As clearly indicated by Sámi-led opposition to SCoPEx and opposition to the Arctic Ice Project led by Arctic Indigenous organisations,17 many Arctic Indigenous persons consider SG incompatible with their understandings of sustainability. As a case study, the Arctic provides more general lessons for SG and security. The region has attracted the attention of geoengineering researchers in part because they understand it as a political best case, and the legacy of multilateralism and science diplomacy in the region might seem to support such an assessment. However, even in a such a best case, the underlying imaginaries of geoengineering clash directly with the political ambitions of the states which would need to support, if not implement, the geoengineering interventions. In other words, SG is unlikely to be implemented for the purposes envisioned in scientific circles, in the Arctic context or elsewhere, least of all in the kind of globally ‘optimal’ manner envisaged in computer model experiments. Should further climatological research reveal SG to be technically feasible and climatically desirable – a question not yet settled – the technology would enter the quagmire of an increasingly competitive and conflictual planetary geopolitics and would need to be integrated with state policies that, for the moment, show no signs of adopting climate change as a primary issue. Our conclusions also have implications for McDonald’s (2023) contemplation of geoengineering albeit only ‘in the service of ecological security: a concern with the resilience of ecosystems themselves’ (p. 566). While McDonald acknowledges the problem of finding political purchase for making nature itself the object of security, he does not explore in detail the particular form geoengineering would take as a security measure. Here, we have studied the work of researchers and others who, arguably, invoke ecological security through appeals to necessity or emergency with Arctic ecosystems as the referent object. Through their work to develop geoengineering from general principles into workable interventions (i.e. which technique would be used, how it would be designed, who would be deploying it and where and with what purpose), they appeal to particular understandings of international security. This demonstrates how even attempts to make nature itself the referent object of security in practice depends on understandings about human societies – here theorised as imaginaries. Importantly, these scientific security imaginaries do not appear to align with state security imaginaries. In drawing our conclusions, we do not suggest that state imaginaries alone will determine the future of Arctic geoengineering. We afford them more power relative to the scientific imaginaries, since the former are backed by considerably more institutional, material and discursive power. But imaginaries are dynamic entities subject to change in unpredictable ways. There are prior examples of scientific cooperation between nations under geopolitical strife, including in the Arctic during the Cold War (Bertelsen, 2020), and a scenario where technical cooperation on SG leads to ‘spillover effects’ inducing restorative and sustainable forms of peacebuilding has been suggested as a hypothesis to be investigated (Buck, 2022). Still, there is also a long and consistent history of science being a proxy for and entangled with geopolitics and economics in the region (Doel et al., 2014; Goossen, 2020), and our analysis of Arctic de-exceptionalisation suggests that ‘geoengineering peacebuilding’ is getting increasingly unlikely as tensions continue to rise. A different vein of uncertainty concerns the internal contradictions of state security imaginaries – between the willingness to seize new opportunities for resource extraction and shipping, and other policy goals of environmental protection and national security. How these contradictions are managed, and which aspects are ultimately prioritised, will play a key role in forming the future of the Arctic (cf. Albert and Vasilache, 2018) and in deciding the opportunities for and political desirability of geoengineering interventions. Therefore, while analysing imaginaries can only take us so far in anticipating the security implications of SG, they provide an important foundation for conceptualising the very problems at stake in this anticipation. As climate impacts intensify and the incentives for geoengineering deployment increase – whether as a technocratic ‘climate policy option’ (Irvine and Keith, 2021), as a way of defending empire (Surprise, 2020) or “fossil fuel-dependent ‘ways of life’” (McLaren and Corry, 2023: 1), the imaginaries outlined in this article will be increasingly likely to collide, in the Arctic and elsewhere. AcknowledgmentsThe research for this article was part of the International Security Politics and Climate Engineering (ISPACE) project hosted at the Department of Political Science, University of Copenhagen. The authors thank the three anonymous reviewers for their insightful comments and suggestions and are grateful for comments given to an initial presentation of the research idea at the International Congress of Arctic Social Sciences (ICASS X) in June 2021. N.K. thanks the Copenhagen Center for Disaster Research for hosting him while conducting the analysis for this article in 2022.FundingThe author(s) disclosed receipt of the following financial support for the research, authorship, and/or publication of this article: This research was carried out with funding from the Independent Research Fund Denmark (Danmarks Frie Forskningsfond).Footnotes1. The latter approaches may also be categorised as ‘nature-based solutions’ or adaptation. In this sense, they are hybrid measures, and we include them here because they also directly or indirectly affect the radiation balance.2. See Centre for Climate Repair. Available at: https://www.climaterepair.cam.ac.uk/refreeze (accessed 5 March 2024).3. For an influential example of internalism, see Jasanoff (2015).4. Now, the ‘carbondioxide-removal.eu’ newsletter. Available at: https://carbondioxide-removal.eu/news/ (accessed 1 August 2023).5. Searches were conducted in the spring of 2022.6. We later chose to include China’s Arctic policy for important additional context.7. In terms of technical effectiveness, some estimates in fact suggest interventions in the Arctic may be less effective than at lower latitudes (Duffey et al., 2023).8. For the latter, see Desch et al. (2017).9. There are some limited exceptions (Baiman, 2021; Moore et al., 2021).10. Although many invocations of soft geoengineering explicitly exclude SAI and MCB, arguments that employ the core distinction between global, risky approaches and more targeted benign ones have also been used to justify Arctic-specific MCB, due to the ‘vastly reduced levels of seeding’ making negative side effects ‘vastly reduced or eliminated’ (Latham et al., 2014: 9). The former UK Chief Scientific Advisor David King has also recently referred to MCB as ‘a biomimicry system’ (The Current, 2022). While much rarer, arguments about reduced side effects have also been applied to Arctic-targeted SAI (Lee et al., 2021).11. Van Wijngaarden et al.’s full review of environmental risks is found in their supplemental compendium (https://doi.org/10.5281/zenodo.10602506).12. We thank an anonymous reviewer for the insight on remote impacts. In the extreme case, strong Arctic cooling without proportional cooling of the Antarctic would create a change in hemispheric heat balance which would most likely shift the Intertropical Convergence Zone southwards, leading to severe decreases in rainfall across the Sahel, parts of the Amazon and Northern India; however, this risk is usually discussed as an outcome of SAI specifically, due to its higher cooling potential (Duffey et al., 2023).13. See https://fortomorrow.org/explore-solutions/real-ice (accessed 11 October 2023).14. Composed of the littoral states, Finland, Iceland, Sweden and six ‘permanent participants’ representing Indigenous groups: the Aleut, Athabaskan, Gwich’in, Inuit, Sámi and the Russian Association of Indigenous Peoples of the North.15. All quotes from Danish and Norwegian sources are authors’ translations.16. We stress again that this finding relates to the imaginary in the cited texts. As noted in section ‘Approach’, the global efficacy of bounded Arctic interventions is questionable.17. See https://www.ienearth.org/arctic-ice-project/ (accessed 31 July 2023).ReferencesAlbert M, Vasilache A (2018) Governmentality of the Arctic as an international region. Cooperation and Conflict 53(1): 3–22.Allan BB (2017) Producing the climate: States, scientists, and the constitution of global governance objects. 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Diplomacy
Kim and Trump shaking hands at the red carpet during the DPRK–USA Singapore Summit 2018

Democratic People's Republic of Korea and Trump 2.0: Another cycle with new attributes?

by Jesús de los Ángeles Aise Sotolongo

Abstract Never before had a sitting U.S. president managed relations with the DPRK as Donald Trump did, nor had any leader from Pyongyang sat face-to-face with a sitting U.S. president during their term as Kim Jong Un did. With Trump’s potential return, could there be another cycle of rapprochement? This paper seeks to address this question. The failure of the previous negotiating cycle, the DPRK’s advances in deterrence, and shifts in peninsular, regional, and global circumstances suggest that both leaders might bring new attributes to their interactions, potentially yielding surprising outcomes Introduction Except for a few moments of rapprochement, since the founding of the Democratic People’s Republic of Korea (DPRK), U.S. administrations have maneuvered with various forms and methods to destabilize its political and economic system. And since Pyongyang decided to develop nuclear weapons, Washington has labeled them illegal, demanding that they be abandoned, sponsoring United Nations Security Council (UNSC) sanctions, and implementing strict unilateral penalties. Meanwhile, successive DPRK leaders have persevered in a military doctrine based on the development of nuclear deterrence to guarantee national defense and security. Nevertheless, an unprecedented moment that broke with that persistent circumstance took place during Donald Trump’s previous term, when the relationship shifted from “fire and fury” to successive summits with Kim Jong Un in 2018 and 2019, in Singapore, Hanoi, and Panmunjom. The exchange of insults — Trump calling Kim “little rocket man” and Kim referring to Trump as a “dotard” — mutated into their approaching one another as “pen pals.” This surprising shift in U.S. policy toward the DPRK temporarily, though without the expected results, loosened the “Korean Gordian knot.” No U.S. president has managed relations with the DPRK as Donald Trump did, and in history, no North Korean leader had ever stood face-to-face, on equal footing, with a sitting U.S. president as Kim Jong Un did. Former President Barack Obama delivered several appealing speeches, but he seemed weak to many countries in East Asia, including U.S. allies and partners. For eight years, he did nothing about North Korea, calling it “strategic patience.” This eroded deterrence and allowed Pyongyang to advance its weapons and nuclear programs (Kausikan, 2025). For his part, at the beginning of his term, Joe Biden announced a “new strategy” toward the DPRK that never materialized; he pleaded for dialogue with Kim Jong Un while simultaneously increasing war threats; he grouped China, Russia, Iran, and North Korea into an ideological category that resurrected the Bush-era notion of the “axis of evil.” Biden’s simplistic binary categorization was not a policy. It ignored the differences in how these four countries define their interests, the degree of integration into the global economy, and the scope of their ambitions. These differences should be the starting point for U.S. diplomacy toward North Korea (Kausikan, 2025). The purpose of this article is to examine the circumstances, obstacles, and expectations for a new cycle of negotiations between Washington and Pyongyang with Donald Trump’s return to the U.S. presidency. Development This second term of President Donald Trump, more transactional and less predictable, seems to be raising expectations of reducing confrontational stress on the Korean Peninsula, and everything indicates that it brings with it a modification of Washington’s policy toward the DPRK. This is conditioned by the following radical changes in strategic circumstances compared to his previous term: DPRK’s nuclear and missile programs have undergone new and sophisticated advances. The DPRK has broken all ties and symbols of its relations with the Republic of Korea, which it classifies as its “principal and unchanging enemy.” Declaring that it has no intention of avoiding war, it has instructed the Korean People’s Army to accelerate preparations to “occupy, subdue, and completely reclaim” South Korea. There has been a tightening of ties between Pyongyang and Moscow. The two Kim Jong Un–Vladimir Putin summits, and Kim’s reference to Putin as his “closest comrade,” have shown the very high level of understanding and commitment between the parties. This is reflected in the DPRK’s unrestricted support for Russia’s special military operation in Ukraine and the signing of a Comprehensive Strategic Partnership Treaty, ratified by both legislatures, which includes a “mutual military assistance” clause. Meanwhile, Russia supports the DPRK diplomatically and economically, opposing multilateral and unilateral sanctions, and expanding its exports — essentially oil, raw materials, and food — as well as providing assistance in various fields. An emerging anti-U.S. and anti-Western axis has been taking shape among China, Russia, the DPRK, and Iran, which has become so significant that Washington and its allies describe it as a “new axis.” Within this interconnection, the DPRK holds important advantages in three strategic dimensions: economic, military, and diplomatic. The removal of President Yoon Suk Yeol over his irresponsible Martial Law is reinforcing the possibility of a new government led by the Democratic Party, with Lee Jae Myung as the clear favorite and, as of today, more likely to win. [1] This would open the door to a revival of North–South détente reminiscent of the Moon Jae In era. Trump’s foreign policy objectives are based on his “Make America Great Again” (MAGA) vision — now reinforced — which prioritizes U.S. strategic and economic interests over traditional alliance commitments (e.g., South Korea and Japan). At least these six factors seem to be significantly influencing Donald Trump’s decision to return to diplomacy with Kim Jong Un. While the DPRK occupies a relatively lower position on Trump’s list of priorities (with China and the Russia–Ukraine conflict taking precedence), and dialogue does not appear imminent, he has made it clear that he would like to reconnect with Kim Jong Un, seems willing to reopen negotiations, and is evaluating and discussing possible avenues of interaction that could lay the groundwork for a potential summit. It is said that Washington has been holding discreet conversations with Pyongyang, consulting external experts, and considering options to potentially restart dialogue. Meanwhile, Kim Jong Un — clearly more assertive and militarily more powerful in Washington’s eyes — has not publicly shown any willingness to renew his earlier offers related to denuclearization. In his own words: “the DPRK’s nuclearization is non-negotiable,” and he continues to exert pressure by showcasing the country’s missile–nuclear power. This has been illustrated unequivocally and consistently when Kim Jong Un visited nuclear material production facilities and the Nuclear Weapons Institute (NWI) in September 2024 and January 2025. For the DPRK, survival is an existential matter, and Pyongyang considers its nuclear–missile programs absolutely indispensable to secure it; there is nothing we can see that would persuade or force it to renounce them, as that would imply regime change. Everything indicates that the U.S. president is aware that his counterpart has not yet overcome the discouragement caused by the failure of the previous negotiation process, and for that reason, he is sending increasingly precise messages about the possibility of renewed talks, while boasting of his personal relationship with Kim Jong Un. At the same time, however, Pyongyang continues to issue contradictory signals of distrust toward Washington, in response to the confrontational attitude and the increasingly close military and intelligence ties with the DPRK’s immediate neighbors. It is worth noting that, this past February, the U.S. sent a nuclear submarine and several B-1B bombers to South Korea; U.S. military forces carried out multiple war exercises, including live-fire drills along the Demilitarized Zone, as well as heavy bombing maneuvers and even space force operations. In March, a large-scale scheduled exercise took place—70 percent larger than the one held the previous year. Nevertheless, it appears that by the end of 2024 the DPRK leadership decided to create a certain margin of diplomatic maneuver in anticipation of the incoming Trump administration. The coverage given to Trump’s inauguration on January 22 marked a shift from Pyongyang’s initial decision to remain silent on the outcome of the U.S. presidential elections in November. Moreover, this information was published in media outlets aimed at both domestic and international audiences, suggesting that North Korea has begun preparing its people for a new approach to Trump, when appropriate. Despite the steady flow of official statements and media commentary criticizing the United States, anti-American rhetoric has become somewhat less intense. Notably, the use of the expression “U.S. imperialists” has significantly decreased since then. This is also true of Kim’s public statements, which are considered the most authoritative in North Korea. For example, Kim’s speech at the Ministry of Defence on February 8 was the harshest and most detailed on the United States since his speech at a national defence exhibition in November 2024. However, unlike in many of his previous speeches at defence-related venues or events, he did not use derogatory terms such as “U.S. imperialists.” In fact, the last reported use by Kim of the term “U.S. imperialists” was in his defence exhibition speech last November. While there has been a rise in criticism of the United States since early February, as demonstrated by a series of “KCNA commentaries,” the broader trend since December still holds. The media have refrained from mentioning Trump by name, even when criticizing U.S. statements or actions. When issuing criticism, they have only referred to “the new U.S. administration,” “the current administration,” or the “U.S. ruler.” KCNA’s commentary on February 12 regarding the Gaza Strip, for example, blamed the “current U.S. administration” for the plan to take control of Gaza, omitting Trump’s name. All these articles were published in outlets aimed at domestic audiences, likely because they addressed foreign policy issues not directly relevant to North Korea. In contrast, the North Korean Ministry of Foreign Affairs’ criticism of Rubio’s statement about the “rogue state” was only published on external websites and not disseminated to the domestic audience. This allowed Pyongyang to register its rejection of the statement to external audiences while controlling the narrative about the Trump administration at home. Pyongyang also appears to be creating diplomatic space by attempting to influence Washington’s thinking while it awaits the new Trump administration’s policy toward North Korea. Its Ministry of Defence stated that the United States was “openly ignoring the DPRK’s security concerns” in reference to a U.S. nuclear-powered submarine that entered a South Korean port — an unusually direct accusation that the United States “ignores” its security concerns. If we consider the reverse side of this message (do not ignore North Korea’s security concerns), it is in fact a call from Pyongyang to the new administration to take its “security concerns” into account in its policy toward North Korea (Minyoung Lee, 2025). We can therefore see some Trumpist signals that could prove attractive to Pyongyang’s leadership: Repeated references by the U.S. president, describing the DPRK as a “nuclear power,” a concept recently reinforced when he qualified it as a “great nuclear power.” It is noteworthy that very recently U.S. Secretary of State Marco Rubio used the expression “nuclear-armed state” to refer to the DPRK, implicitly admitting Pyongyang’s possession of nuclear weapons. This comment suggests that the U.S. is unofficially considering the DPRK as a nuclear-armed nation, just as it does with India, Pakistan, and Israel. There are signs of a strategic shift aimed at overcoming deadlock and building trust by moving from denuclearization as the priority toward nuclear security. In other words, instead of demanding denuclearization, the focus would be on improving the safety of nuclear facilities — such as preventing accidents, leaks, or proliferation risks to third countries — through active bilateral technical cooperation that aligns reciprocal interests. The decisions that have shaken the peninsular geopolitical context and the Washington–Seoul alliance, when the U.S. classified South Korea as a “sensitive country,” as well as the so-called “strategic flexibility” that “modifies the mission of U.S. Forces Korea (USFK).” It is true that many officials in the Trump administration continue to officially reiterate their commitment to the DPRK’s denuclearization. However, statements by the U.S. president and his Secretary of State suggest that they recognize North Korea as a nuclear-armed state, generating a dual reaction: on one hand, surprise at an abrupt shift in policy toward the DPRK’s nuclearization, and on the other, uncertainty about what would happen to the security concerns of its allies — South Korea and Japan — as well as those of the U.S. itself. It should be noted that Trump stated — no less than in front of NATO Secretary General Mark Rutte — that he intended to re-establish relations with Kim Jong Un, that “he would do it,” that he has “…an excellent relationship with Kim Jong Un and we’ll see what happens.” And he declared: “But without a doubt, it is a nuclear power.” In that same setting, Trump also mentioned that India and Pakistan possessed nuclear weapons, effectively recognizing them as de facto nuclear-armed states, adding that Kim Jong Un “possesses numerous nuclear weapons” and that “others possess them as well.” Therefore, the statements by Trump and Rubio that tacitly recognize the DPRK as a “nuclear power” indicate a shift in Washington’s policy toward Pyongyang. It seems that interactions between the DPRK and the U.S. are moving toward a turning point: from denuclearization as the priority to nuclear security — a strategic change in U.S. policy aimed at overcoming deadlock and establishing trust, as a preliminary step toward a possible peace treaty. The repeated reference by U.S. President Donald Trump to the DPRK as a nuclear power could be an effort to draw Pyongyang back to the negotiating table, since North Korea seeks de facto recognition by the U.S. as a nuclear-armed state. Trump seems to be maintaining the perspective that the next negotiation should focus on reducing threats rather than denuclearization, despite his stated pursuit of “complete denuclearization.” Everything suggests that Trump is emphasizing the evident reality of Pyongyang’s progress in its nuclear program. It can also be considered that Trump’s remarks may imply that, as a result of the failure of his summit efforts to reach an agreement with Kim Jong Un to halt North Korea’s nuclear program, he may now be encouraging the consideration of an alternative strategy. However, Pyongyang is publicly and incessantly rejecting Trump’s attempts to restart dialogue; this stance has much to do with the recent history of U.S. negotiations and the president’s insufficient reciprocity to the concrete measures proposed by Kim Jong Un. In addition to the above, it is worth highlighting the latest developments that have shaken the peninsular geopolitical context and the Washington–Seoul alliance, which could, to some extent, influence a shift in Pyongyang’s perception and lead it to accept talks with Washington. We refer to the classification of South Korea as a “sensitive country” and the idea of “modifying the mission of U.S. Forces Korea (USFK).” The U.S. Department of Energy (DOE) designated South Korea as a “sensitive country,” a classification that significantly restricts collaboration in areas of advanced technology, including nuclear energy, artificial intelligence, quantum science, and advanced computing. This measure, which took effect on April 15, subjects South Korean researchers to stricter controls for collaborating or participating in research at DOE facilities or research centers and marks the first time South Korea has received such a designation from the U.S. government. In this regard, the “sensitive country” classification is based on unilateral criteria such as national security, nuclear non-proliferation, regional instability, threats to economic security, and alleged support for terrorism. This list, maintained by the DOE’s Office of Intelligence and Counterintelligence (OICI) along with the National Nuclear Security Administration (NNSA), already included countries such as India, Israel, Pakistan, Saudi Arabia, and Taiwan. Additionally, North Korea and Iran are designated as “state sponsors of terrorism,” while China and Russia are considered “countries of concern.” Such a designation suggests that the U.S. has growing concerns about the increasing voices among South Korean academics, politicians, and citizens who support the development of domestic nuclear weapons. Recent surveys reveal that popular support for nuclear armament has reached between 60% and 70%, apparently stemming from the belief that South Korea must take a bold defensive measure against North Korea’s growing nuclear threats. Although some who favor this idea believe that President Donald Trump’s skeptical view of alliances — focused on reducing the financial burden of protecting U.S. allies — might allow Seoul to develop nuclear weapons and thus reduce Washington’s responsibilities on the Korean Peninsula, the likelihood of this happening remains slim. However, the debate will not disappear in the short term due to growing skepticism about the so-called U.S. “extended deterrence,” which relies only on the deployment of strategic assets in the South of the peninsula. In the meantime, the DPRK is very likely to feel satisfied, as it sees its long-standing desire fulfilled: to witness cracks in the Washington–Seoul alliance. Another decision that would benefit the DPRK under the so-called “strategic flexibility” is the projection that the Trump administration may deploy U.S. troops stationed in South Korea in the event of a conflict in the Taiwan Strait, following the circulation of a purported Pentagon memorandum detailing its objective of deterring China from occupying Taiwan. As is well known, the primary mission of the 28,500 U.S. troops in South Korea is to deter threats from the DPRK. Should this decision materialize, their mission would then shift to countering China, considered a key component of the current administration’s foreign policy. This would create a security vacuum for Seoul and further strain its relations with Beijing. In such a circumstance, the Trump administration could pressure South Korea to handle conventional military actions from the DPRK independently, with the U.S. intervening only in the case of nuclear threats. Therefore, the best option for Seoul is to significantly strengthen its defensive capabilities, preparing for a scenario in which U.S. troops are not involved in a conventional war with the DPRK. The notion of “strategic flexibility” for the USFK reflects a shift in the main mission of U.S. forces abroad, moving from the defense of nations through their permanent presence to rapid deployment in other parts of the world where conflicts arise. As expected, unease is growing in Seoul in the face of Pyongyang’s increasing assertiveness, while the latter shows greater defiance. First, due to the possibility that Trump’s second administration may divert part of the USFK’s resources to a conflict in the Taiwan Strait, which would leave South Korea more vulnerable. Second, because South Korea is currently in open political turmoil over the impeachment of President Yoon Suk Yeol, and everything seems to indicate that the so-called South Korean democracy has failed to demonstrate itself as reliable in the eyes of Trump and his team. It is worth mentioning what Moon Chung In, emeritus professor at Yonsei University, stated in his most recent book, titled “Why American Diplomacy Fails”. The expert describes North Korea’s nuclear problem as an illustrative failure of U.S. diplomacy. His remarks are eloquent when he says: “In my conversations with members of the Trump administration during my trip to America, I had the impression that they firmly feel that Korea [South Korea] has been getting a free ride [on U.S. security] for far too long. South Korea’s excessive dependence on the United States could have serious consequences. The Korean government needs to develop autonomous strategic thinking. It needs to explore creative contingency plans for the worst-case scenario of a U.S. absence from the Korean peninsula.” We can see that Trump’s return is testing diplomatic limits and fueling a key question: Will Trump’s return to the White House open another cycle of engagement with Kim Jong Un, but with new attributes? The U.S. president always highlights his good personal relationship with the DPRK leader, something that, undoubtedly, could have a positive effect. But, as of today, Pyongyang seems to lack incentives to negotiate with Washington for four essential reasons: Military, it has achieved significant advances in its conventional weapons programs, strategic missiles, and nuclear arms, which provide it with a high deterrent capability. Economically, even under heavy sanctions, it is experiencing moments of economic expansion, it has made progress in import substitution, its local industry is reviving, and infrastructure construction is in full development. This makes negotiating the lifting of sanctions, in general and with Washington in particular, less urgent for Pyongyang. Its willingness to take political risks in exchange for economic benefits has clearly diminished. Geostrategically, its military alliance with Russia may generate new revenues, transfers of military technology, practical experience in modern warfare, and weaken the international sanctions regime. Geopolitically, the world is entering a period of dynamic geopolitical realignment that could eventually result in a multipolar order. The DPRK seems well positioned due to its ties with two key actors in the multipolarization process: Russia and China. At the same time, it observes the disruption of the traditional alliance structure with the United States and sees Washington distancing itself from its main allies, who are also DPRK’s adversaries in East Asia. Therefore, it appears willing to watch the evolution of events and their outcome. Donald Trump has stated that his administration has opened a line of communication with the DPRK and considered that, at some point, “something will probably happen,” emphasizing: “There is communication. I have a very good relationship with Kim Jong Un… I get along wonderfully with him… I think it is very important. It is a ‘great nuclear nation,’ and he is a ‘very smart guy.’ I got to know him very well… We will probably do something at some point.” It cannot be ruled out in this analysis that the DPRK is doubly leveraged. On one hand, with stable trade with China; on the other, with Russia’s reciprocity for its declared and materially sustained support for Russia’s special military operation in Ukraine. Therefore, additional incentives directly linked to DPRK’s comprehensive security must emerge. If the U.S. were to formally recognize the DPRK as a “de facto nuclear power,” which would represent a radical change in U.S. strategy, the prospect of future negotiations focused on threat reduction rather than denuclearization would open up. Despite Trump’s flattering words and the expectations they raise, it is not clear whether the U.S. president would be able to secure internal consensus within his administration to make such a decision without major obstacles, and, at the same time, manage to mitigate the suspicion and animosity of Kim Jong Un and the leadership around him. Conclusions The viability of negotiations between the U.S. and the DPRK under Trump’s new government remains uncertain, but it is possible that Trump will pursue a new “diplomatic victory” — similar to his 2018 Singapore summit with Kim Jong Un — through an alternative strategy that bilaterally satisfies Pyongyang’s aspiration to be recognized as a de facto nuclear state. However, it is unlikely that the international community would accept the U.S. unilaterally recognizing the DPRK as a nuclear-armed state. According to the Nuclear Non-Proliferation Treaty (NPT), a vote by the UN Security Council would be required, where the United Kingdom and France would surely veto it; and if it were brought to the General Assembly as a resolution, the number of opposing votes would probably be a majority. It is worth noting that the DPRK is doubly leveraged: it has stable trade with China and reciprocity from Russia for its material support, in addition to enjoying the diplomatic backing of both powers. Given its persistent distrust of Washington, it is to be expected that Pyongyang will maintain its close coordination with Beijing and Moscow and use it to strengthen its position vis-à-vis Washington. Thus, for the time being, it is not clear whether the U.S. president will be able to mitigate the suspicion and animosity of Kim Jong Un and the leadership surrounding him. Notes[1] Lee Jae Myung was elected as president of the Republic of Korea after the June 3rd, 2025 elections. References Aise Sotolongo, J. (2025). Return of Donald Trump: Continuity or change with the DPRK? World and New World Journal. https://worldnewworld.com/page/content.php?no=4082Chan-kyong, P. (2025, 12 de marzo). Kim Jong Un seeks negotiating leverage over Trump's new nuclear demands, analysts say. South China Morning Post. https://www.scmp.com/week-asia/politics/article/3296722/kim-jong-un-seeks-negotiating-leverage-over-trump-new-nuclear-demands-analystsChung-in, M. (2025, 15 de febrero). It's time Korea prepares itself for a peninsula without the US, expert advises. The Korea Herald. https://m.koreaherald.com/article/10455463Depetris, D. R. (2025, 9 de abril). Kim Jong Un is watching Trump's Ukraine diplomacy with interest. 38 North. https://www.38north.org/2025/04/kim-jong-un-iswatching-trump-ukranie-diplomacy-with-interestEFE. (2025a, 10 de enero). Pionyang dice que sus armas nucleares no son moneda de cambio para negociar. Swissinfo. https://www.swissinfo.ch/spa/pionyangdice-que-sus-armas-nucleares-no-son-moneda-decambio-para-negociar/88844909EFE. (2025b, 22 de marzo). Washington, Seúl y Tokio reafirman su compromiso para desnuclearizar a Corea del Norte. Swissinfo. https://www.swissinfo.ch/spa/washington%2C-se%C3%BAl-y-tokio-reafirman-su-compromiso-para-desnuclearizar-a-corea-del-norte/88881832EM Redacción. (2025, 12 de marzo). Estados Unidos califica a Corea del Sur como un "país sensible", limitando la cooperación en tecnología avanzada. Escenario Mundial. https://www.escenariomundial.com/2025/03/12/estados-unidos-califica-a-corea-del-sur-como-un-pais-sensible-limitando-la-cooperacion-en-tecnologia-avanzada/KBS WORLD. (2025, 5 de febrero). Seúl y Washington acuerdan limitar el término "desnuclearización" a Corea del Norte y no a toda la península. http://world.kbs.co.kr/service/news_view.htm?lang=s&Seq_Code=92262Kipiahov, O. (2025, 9 de febrero). Rossiian vstrechaiut s ulybkami posol RF v KNDR rasskazal kak zhivet severnaia koreia. Rossiyskaya Gazeta. https://rg.ru/2025/02/09/rossiian-vstrechaiut-s-ulybkami-posol-rf-v-kndr-rasskazal-kak-zhivet-severnaia-koreia.htmlKYODO NEWS. (2025, 18 de marzo). China eyes teaming up with Japan, South Korea to denuclearize N. Korea. https://english.kyodonews.net/news/2025/03/c5e26b7d5347-htmlLankov, A. (2025, 9 de febrero). Trump’s North Korea nuclear diplomacy: Between bad and worse. Asialink Diplomacy. https://asialink.unimelb.edu.au/diplomacy/article/trump-north-korea-diplomacy-between-bab-and-worse/McCartney, M. (2025, 17 de abril). Trump plans to disarm North Korea, but Kim wants more nuclear weapons. Newsweek. https://www.newsweek.com/us-north-korea-kim-jong-un-donald-trump-nuclear-weapons-2022678Minyoung Lee, R. (2025, 25 de abril). North Korea leaving maneuvering room with the US while preparing for long-term confrontation. 38 North. https://www.38north.org/2025/04/noth-koreas-acknowledgement-of-war-participation/Reddy, S. (2025, 9 de febrero). Russian envoy to DPRK says Moscow welcomes talks between US and North Korea. NK News. https://www.nknews.org/2025/02/russian-envoy-to-dprk-says-moscow-welcomestalks-between-us-and-north-korea/Sneider, D. (2025, 3 de abril). Is North Korea the next target of Trump’s search for a deal? Keia. https://wwwkeia.org/2025/04/north-korea-the-netx-target-oftrmps-search-for-a-deal/Sputnik. (2025, 31 de marzo). Trump valora su relación con líder norcoreano Kim Jong Un y planea un eventual contacto. El País CR. https://www.elpais.cr/2025/03/31/trump-valora-su-relacion-con-lidernorcoreano-kim-jong-un-y-planea-un-eventual-contacto/YONHAP. (2025, 8 de marzo). Trump appears to use 'nuclear power' label to lure N. Korea to dialogue: US expert. The Korea Times. https://m.koreatimes.co.kr/pages/article.asp?newsIdx=394200

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

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

by Eva Willer

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

Diplomacy
Indian Arctic Himadri station

Leveraging India’s Arctic Observer Status: Scientific Diplomacy as a Lever for Climate, Resource and Security Advancement

by Sneh Kotak

Introduction The Arctic region, located above 66.5° N latitude and spanning approximately 14.5 million square kilometers, includes the Arctic Ocean, surrounding seas, and the northern territories of eight Arctic states -Canada, Denmark (via Greenland), Finland, Iceland, Norway, Russia, Sweden, and the United States.1 With melting ice opening critical maritime routes like the Northern Sea Route (NSR) and unlocking access to vital resources, global interest in the region has intensified. Governance remains limited to Arctic states within the Arctic Council, while non-Arctic countries like India hold observer status without voting rights. India, despite its geographical distance, holds a strategic interest in the Arctic for scientific collaboration, climate research, and access to critical minerals. As a permanent observer since 2013, it has established the Himadri Research Station in Svalbard (78°55′N, 11°56′E) and the IndARC observatory in the Kongsfjorden fjord. Yet its influence is constrained by structural limitations and increasing competition from China, which actively seeks Arctic access through its Polar Silk Road. This paper argues that scientific diplomacy can serve as a key lever for India to deepen engagement, enhance its strategic presence, and align Arctic access with its broader energy and climate security goals. Strategic Importance The Arctic is no longer a distant, frozen periphery of global landmass, it has become a contention of resource politics, climate urgency and military escalation. Once defined by remoteness, the region today hosts an intensifying convergence of climate disruption, mineral access and geostrategic rivalry. As Arctic ice recedes at unprecedented rates, the region is unlocking new navigational routes and exposing valuable reserves of critical minerals such as lithium, cobalt, rare earth elements and copper2 which are resources crucial to the global green energy transition. Indian Involvement and Presence India’s official interest in the Arctic began with its first expedition in 2007 and has since matured with the establishment of the Himadri research station (2008),3 IndARC Observatory (2014)4  and a series of bilateral research collaborations. India’s Arctic Policy, released in 2022, formalized its intent to participate in scientific, economic and environmental cooperation across six thematic pillars: research, environmental protection, resource exploration, logistics, governance and capacity building. Despite these efforts, India’s observer status in the Arctic Council grants no voting rights and limited influence over policy formation. This structural limitation is exacerbated by the growing strategic assertiveness of China and Russia. Both nations have expanded dual-use infrastructure in the Arctic, including China’s self-declared “Near- Arctic State”5 status and Russia’s militarization of its northern flank. For India, this presents both challenges and opportunities. The Arctic’s emerging importance intersects with India’s national priorities in vital areas, such as:a) Securing climate-relevant data to understand and mitigate monsoon and GLOF (Glacial Lake Outburst Floods) patterns.b) Accessing critical minerals for its 2070 net-zero emissions goal and green industrialization.6 Strategic Importance of the Arctic for India The Arctic’s geo-environmental dynamics have profound consequences for India. The increased melting of the Greenland and Arctic ice sheets contributes to the rise in sea levels and fluctuations in monsoon variability through changing planetary wave patterns.7 The Himadri station in Ny-Alesund and IndArc mooring offer India unique insight into these processes, feeding long-range weather forecasting models via NCPOR-ISRO pipelines. On the diplomatic front, as the only Global South climate observer, India’s data-sharing from Arctic observatories strengthens its credibility within forums such as the Arctic Council’s Environment Protection Working Group and the Sustaining Arctic Observing Networks (SAON). Unlocking shipping corridors like NSR and CVMC could reduce Europe’s shipping time from Asia by approx. 40-50%, generating economic dividends. India’s Navy and Merchant Marine benefit from Arctic route familiarity, while India’s global positioning is enhanced through maritime cooperation. This demonstrates the importance of the Arctic for climate, economy and diplomacy. Navigating the shifting maritime architecture may redefine global trade through corridors like NSR and the Chennai-Vladivostok Maritime Corridor (CVMC).8 Indian Policy and Strategic Gaps India’s Arctic engagement is still relatively nascent in terms of international literature but is growing in strategic significance. The most foundational contributions include policy reviews by India’s Ministry of Earth Sciences (2022), Arctic Council science reports and multilateral white papers by think tanks and scholars. a) Scientific Infrastructure and Diplomacy – India’s Arctic science program, anchored by Himadri and IndARC, has contributed valuable data on atmospheric variability, Arctic monsoon linkages and glacial melting. According to Krishnan et al (2021)9 India’s participation in the Ny-Alesund Science Managers Committee has facilitated cross-national collaboration with Norway, Germany and the UK. The use of ISRO satellites to monitor climate interactions also reflects a techno-diplomatic layer of soft power. b) Policy and Strategic Gaps – India’s 2022 Arctic Policy was a milestone, but scholars critique its technocratic tone and lack of geopolitical urgency. Verma (2023)10 notes that the policy’s six pillars are too operational and overlook the need for a dedicated strategic or security component. With rising militarization of the Arctic by Russia and China, and NATO’s increased surveillance operations, India risks being a passive observer if strategy remains science-focused only. c) Moreover, India’s Arctic policy has yet to align with its Act East or Indo-Pacific strategies, thereby missing synergies in maritime infrastructure and regional partnerships Chaudhury (2025)11  d) Critical Minerals and Strategic Supply Chains – India’s net-zero targets by 2070 and the Green Hydrogen Mission depend on sustainable access to lithium, cobalt and REEs. However, nearly 90% of India’s lithium and cobalt are sourced via Chinese refineries (ICWA 2024).12 The Arctic, particularly Greenland, Canada and Russia holds untapped reserves. India’s MoUs with Chile and Australia represent important steps, but lack continuity in Arctic-focused supply diplomacy. e) Rising Security Competition – Russia’s reactivation of Soviet-era bases, introduction of hypersonic missile systems and increasing joint exercises with China in Arctic waters have altered the balance of power. According to the CSIS (2023), this militarization, while defensive in tone, is designed to deter NATO and non-Arctic encroachments. China, on the other hand, has institutionalized its Arctic ambitions via the Polar Silk Road, icebreaker fleets and joint resource ventures with Russia. Since India lacks comparable Arctic military presence or deep water capacity, a militarized response is not deemed appropriate.13 Instead, turning to diplomacy offers a non-threatening influential strategy, especially among neutral Arctic actors like Norway and Iceland. f) Moreover, India’s GLOF technology can be showcased in forums such as the Arctic Climate Change Forum and NATO’s emerging climate nodes, blending humanitarian outreach with scientific cooperation. This positions India as an active partner in Arctic climate resilience. Mineral Diplomacy and Green-Energy Autonomy India’s green energy ambitions hinge on reliable supplies of lithium, cobalt, nickel and rare-earth elements critical to battery-electric vehicles (BEVs) and renewable storage solutions. The 2023 National Critical Mineral Mission diagnoses India’s near total dependence on Chinese supply chains. To break this dependency, strategic focus has shifted to geologically stable Arctic reserves in Greenland, Canada and Siberia. However, access to these mineral reserves demands more than diplomatic prowess, it requires project level cooperation built on scientific triads. India-Greenland MoUs should exist to propose joint surveys for these minerals with the Greenland Institute of Natural Resources.14 SWOT Analysis An integrated SWOT analysis allows for a realistic assessment of India’s Arctic trajectory:   Recommendations Based on the preceding analysis, the following recommendations integrate scientific diplomacy, climate technology and strategic logistics to boost India’s Arctic influence. 1. Establish an Indian Arctic-Earth Diplomacy Corps: Hosted jointly by the MEA and the MoES, IAEDC should comprise scientists, diplomats, oceanographers and military linguists specialized in Arctic affairs. They will lead institutional relations and field missions. 2. Expand Scientific Infrastructure: Upgrade Himadri Station into a multilateral research hub by inviting partner scientists and enabling joint projects. Additionally, post a mobile Arctic-Himalaya GLOF Expedition Team, designed by IIT Roorkee-NCPOR, 16 to Arctic communities for pilot data assimilation. India could also launch open-access Arctic climate data portal harmonized with ISRO satellites to promote transparency and scientific collaboration. 3. Launch the Green Minerals Research Alliance: With NITI Aayog approval, form an R&D network with Greenland Institute of Natural Resources and Norwegian or Canadian universities to explore joint technology solutions for sustainable mineral extraction. 4. Develop Maritime-Climate Corridors: Repurpose CVMC agreements to include climate-monitoring science hubs and shared logistics facilities across Arctic ports during summer navigation seasons. 5. Engage in Climate Security Exercises: Participate in or lead Arctic humanitarian assistance and disaster relief (HADR) exercises, deploying India’s unique Himalayan HADR expertise to Arctic conditions. 6. Strengthen institutional capacity: Add an Arctic Mandate Cell to NITI Aayog/DMEO for integrated policy planning across relevant ministries. Additionally, begin an Annual India-Arctic Science Summit, facilitating policy dialogue, mineral-science collaboration, sharing climate technology and youth and student fellowships based mostly on Arctic research and education.  Conclusion and Scope for Further Research India’s Arctic observer status offers a unique but limited opening. By wielding scientific diplomacy as a central instrument, India can convert passive Arctic presence into strategic influence without seeking voting rights or military buildup. The science-driven strategy empowers India to: 1. Conduct climate resilient modeling and synchronization for both Himalayan and Arctic regions.2. Secure mineral access gradually through transparent and partner-driven resource diplomacy.3. Enrich maritime connectivity via CVMC/NSR corridors supported by joint data sharing.4. Preserve strategic autonomy while aligning climate and development objectives with global governance standards. Through case studies of GLOF modeling, joint mineral exploration and maritime climate corridors, India can operationalize sustainable soft power influence. These initiatives reinforce India’s green ambitions and help disconnect critical and military-driven inputs from dominant actors like China.Future research could examine legal frameworks underpinning India’s non-Arctic science based rights, economic evaluations of Indian-built ice class vessels and evaluation systems for policy success metrics in Arctic diplomacy. Overall, by framing Arctic engagement as an extension of climate-resilient and demilitarized diplomacy, India emerges as a critical stakeholder in polar governance which is determined by climate science, research, data exchange, transparency as well as mutually beneficial diplomatic relations with Arctic council members and observer members. References 1.    Arctic Portal. “Arctic Circle.” Arctic Portal Maps. https://arcticportal.org/maps/download/arctic-definitions/2418-arctic-circle 2.    Ollila, Mirkka Elisa. “The Triangle of Extraction in the Kola Peninsula.” The Arctic Institute, October 1, 2024. Accessed June 18, 2025. https://www.thearcticinstitute.org/triangle-extraction-kola-peninsula/ 3.    National Centre for Polar and Ocean Research. “Himadri Station.” NCPOR – Ministry of Earth Sciences, Government of India. Accessed June 18, 2025. https://ncpor.res.in/app/webroot/pages/view/340-himadri-station 4.    National Centre for Polar and Ocean Research. “IndARC.” NCPOR – Ministry of Earth Sciences, Government of India. https://ncpor.res.in/arctics/display/398-indarc 5.    Merkle, David. “The Self‑Proclaimed Near‑Arctic State.” International Reports (Auslandsinformationen),Konrad‑Adenauer‑Stiftung. https://www.kas.de/en/web/auslandsinformationen/artikel/detail/-/content/der‑selbsternannte‑fast‑arktisstaa 6.    Ministry of Science & Technology, Government of India. “India Is Committed to Achieve the Net Zero Emissions Target by 2070 as Announced by PM Modi, Says Dr. Jitendra Singh.” Press Information Bureau, Government of India, September 28, 2023.  https://www.pib.gov.in/PressReleaseIframePage.aspx?PRID=1961797 7.    Association of American Universities. “Ice Sheet Surface Melt Is Accelerating in Greenland and Slowing in Antarctica.” Featured Research Topics, Association of American Universities, May 26,  2025. https://www.aau.edu/research-scholarship/featured-research-topics/ice-sheet-surface-melt-accelerating-greenland-and 8. Korea Centre (Mahatma Gandhi University). “The Arctic and Northern Sea Route: A New Frontier for India–South Korea Cooperation.” Korea Centre, April 7, 2025. https://koreacentre.org/2025/04/07/the-arctic-and-northern-sea-route-a-new-frontier-for-india-south-korea-cooperation/ 9.    Krishnan, K.P., and S. Venkatachalam. “Chapter 2 – India’s Scientific Endeavors in the Arctic with Special Reference to Climate Change: The Past Decade and Future Perspectives.” In Understanding Present and Past Arctic Environments: An Integrated Approach from Climate Change Perspectives, 15–29. 2021. https://www.sciencedirect.com/science/article/abs/pii/B9780128228692000062 10. Kumar, Ashish, and Sudheer Singh Verma. “The Arctic Region: National Interests and Policies of India and China.” January 2023. PDF. https://www.researchgate.net/profile/Ashish-Kumar-591/publication/388222280_The_Arctic_Region_National_Interests_and_Policies  of_India_and_China/links/678fca07ec3ae3435a733a47/The-Arctic-Region-National-Interests-and-Policies-of-India-and-China.pdf 11. Observatory of Regional Transformations (ORF). “From Look East to Act East: Mapping India’s Southeast Asia Engagement.” Observer Research Foundation, 2025. Accessed June 19, 2025. https://www.orfonline.org/research/from-look-east-to-act-east-mapping-india-s-southeast-asian-engagement 12. Indian Council of World Affairs. “From Look East to Act East: Mapping India’s Southeast Asia Engagement.” ICWA. https://www.icwa.in/show_content.php?lang=1&level=3&ls_id=10458&lid=6669 13. Osho, Zerin, and Eoin Jackson. “The Polar Tiger: Why India Must Be Included in the New U.S. Arctic Defense Strategy.” High North News, November 28, 2023. https://www.highnorthnews.com/en/polar-tiger-why-india-must-be-included-new-us-arctic-defense-strategy 14. Greenland Institute of Natural Resources. Frontpage. Nuuk, Greenland. https://natur.gl/ 15. ThePrint, What Are Indian Researchers Doing in the Arctic Circle? YouTube video, 2:26, published https://youtu.be/WsZO0ZCTSyI?si=ysLbBnkAiqYzIlMp 16. Centre of Excellence in Disaster Mitigation & Management, Indian Institute of Technology Roorkee. Home. https://iitr.ac.in/Centres/Centre%20of%20Excellence%20in%20Disaster%20Mitigation%20and%20Management/Home.html 

Diplomacy
18th National Congress of the Communist Party of China

Leadership, Thought, and Succession in the CCP

by Jonathan Ping , Anna Hayes

As Xi Jinping tightens his grip on power amid economic headwinds and political uncertainty, questions of succession loom large. The path beyond Xi, marked by purges, rivalries, and competing visions for China’s future, remains shrouded in secrecy but carries global consequences. In October, the Chinese Communist Party (CCP) is scheduled to hold its annual plenary session where the Central Committee will meet to determine policy and the country’s general direction, including leadership. In China, the CCP and the leader hold immense, omnipotent power. The single-party state controls its population through SkyNet, a real-time urban surveillance system enforcing compliance; through the Great Firewall and Great Canon, which restrict information, encourage self-censorship, and spread disinformation; and through brutal oppression, particularly in remote regions such as Tibet and Xinjiang. At the top of the Party, the General Secretary imposes a narrative—leadership thought—often expressed as an aphorism. The leader’s thought guides behaviour and justifies sacrifices made for socialism. Mao Zedong’s anti-imperialist rhetoric and recasting of Marxism-Leninism devolved into a leadership cult, which ultimately resulted in the chaos of disrupted education and the madness of the Cultural Revolution. Subsequently, the Party attempted to limit the power of leaders by setting two-term limits. As leader, Deng Xiaoping prioritised economic reforms, famously asserting that the colour of a cat—its ideology—was irrelevant, so long as it could catch mice and function effectively in economic terms. While urging caution abroad under his “Hide and Bide” strategy (hide your strength, bide your time, never take the lead), he promoted bravery in domestic reform. His approach, expressed through the Chinese metaphor, “Cross the river by feeling for the stones,” was pragmatic, experimental, and gradualist. Jiang Zemin added his “Theory of Three Represents” to expand the Party’s base, while Hu Jintao emphasised a “Scientific Outlook for Development,” which aimed to reduce the widening inequalities within China to build a “Harmonious Socialist Society,” thereby lessening the chance for social conflicts to emerge. Within the leadership pantheon, the most consequential since Mao is Xi Jinping. Now 72 years old, Xi has enshrined his leadership role by removing the two-term limit and embedding his own thought— “Socialism with Chinese Characteristics for a New Era”—into the constitution. Xi’s thought is expansive and multifaceted, earning him the nickname “Chairman-of-Everything.” It is reinforced by the promise of fulfilling the “China Dream” of national rejuvenation: a long-held desire that China would reemerge as the global leader under a Sino-centric world order. Xi also side-stepped Deng’s “hide and bide” strategy, adopting a more assertive and aggressive foreign policy, believing China’s time had arrived. China’s economy is increasingly unstable, particularly in the property sector. Youth unemployment remains high, the Zero-Covid policy ended in failure, and the country is facing a demographic decline earlier than expected. More significantly, the leadership has retreated from consumption-led growth—a path that poses political risks Xi Jinping appears unwilling to confront. This shift has forced bankrupt provincial governments to sustain both real and superficial growth through the shadow economy and opaque financial instruments that merely circulate debt. These economic pressures are not just technical—they reflect deeper leadership challenges, raising questions about the resilience of Xi’s governance model, the fraying social contract between the Party and the people, and the viability of a fourth term for Xi amid growing internal and external scrutiny. At some point, China will have a new leader, but the path to that inevitable change is obscured and speculative. While Xi has not appointed a clear successor, discussions of potential replacements typically include Ding Xuexiang, Li Qiang, Cai Qi, Liu Jie, and, more recently, Wang Yang. Wang was Party Secretary of Guangdong and served as a member of the Politburo Standing Committee between 2017 and 2022. At 70 years old, he isn’t a young leader but has a reputation as a liberal reformer. Succession and the path to leadership in China can be difficult, if not horrific. Liu Shaoqi, who headed the PRC from 1959, was purged in 1968, publicly denounced, and beaten by Mao’s Red Guards before dying alone on a concrete floor. Xi was a member of the sent-down youth, experiencing the hardships of that time, and Deng was purged many times before his final rehabilitation, before becoming leader. Purge and renewal remain a Party tool for self-purification. For example, Bo Xilai was put on trial in 2011 shortly before his rival for power, Xi, took the leadership. Xi’s decades-long anti-corruption campaigns are widely viewed as purges of his political rivals, allowing him to cement his power. Of the more than 100 recently, Wang Renhua, Secretary of the Central Military Commission, Wang Chunning, Commander of the People’s Armed Police, and Zhang Jianchun, from the Central Propaganda Department, were caught up in Xi’s military purges. However, Xi’s Stalinist approach to purging, targeting allies and appointees alike, now leaves him in a precarious position. While the CCP leadership succession process has several negative elements, it does enable abrupt change and has built a leadership group with useful skill sets. China altered immensely from Mao to Deng and, subsequently, the world around it. Forty percent of new Politburo members since 2022 have a military-industrial background. These engineering skills and CCP dominance have shaped the Chinese domestic market, leading to global development prowess as the lead supplier of electric cars (70 percent of global production) and solar panels (exceeding 80 percent of global production). In comparison, most Ministers and Cabinet Members in the US and Australia have Law and Arts degrees. The question of what comes after Xi will have wide ranging implications. Given the trade war with the US, economic de-linking, and domestic turmoil, a Xi successor would attempt to quell and consolidate. The Party may seek short-term stability to consolidate Xi’s gains in the US conflict, awaiting the next US president, and focus on regional influence through soft power initiatives and structural power around the Nine-Dash Line and Taiwan. The new leader might echo the aphorism 固守阵地 (gù shǒu zhèn dì): “hold the fort” or “defend the position” as a basis for policy positions. Wang appears as likely a candidate as any. He holds a master’s in engineering, attended the Central Party School, and isn’t seen as a “rising star” but more of a seasoned politician.This article is published under a Creative Commons License and may be republished with attribution.

Diplomacy
5th August 2024. Dhaka, Bangladesh. The people of Bangladesh celebrate the resign of Prime Minister Sheikh Hasina and people honor the Bangladesh Army.

How Far Has Bangladesh Come One Year After Its 'Second Independence'?

by Tamanna Ashraf

Dr. Mohmmad Yunus, the Chief Advisor (CA) of Bangladesh’s interim government revealed the “July Declaration” on August 5th, 2025, to commemorate the 1-year anniversary of the student-led revolution that toppled former Prime Minister Sheikh Hasina’s 15-year Awami League (AL) regime. The essence of the July Declaration is to reflect the ambitions and goals of the Bangladeshi citizens for its future. The July Declaration highlights Bangladesh’s political struggles since its independence in 1971 and emphasizes how that struggle has culminated in the July Revolution and its vision for the future. More specifically, the Declaration outlines the suppression of Bangladeshi people’s political and human rights by Hasina’s regime, after 3 rigged elections, implicating the loss of the people’s mandate. The past year encapsulates a critical period in Bangladesh’s history and a stress-test of the Yunus administration. Although the July Declaration expresses the aspiration to build a country based on rule-of law, upholding human rights, and erasing corruption, the one-year tenure of Dr. Yunus reveals mixed levels of achievements. Since taking power, the interim government faced four crucial goals: to establish domestic security and stability, bring justice for the injured and deceased of the July Revolution, hold the corrupt members of the AL regime accountable, and to create a different economic and political vision for Bangladesh in the 21st century, especially for the young population. It is important to recall that the students, facing bleak job prospects, protested against the Hasina’s regime’s policy that allotted a disproportionate number of coveted government jobs to the descendants of freedom fighters of the 1971 war for independence. After more than a decade of corruption, mismanagement of government funds and bank reserves, Bangladesh was facing a dollar reserve crisis during the last years of the Hasina administration. From the beginning, the interim government’s challenge was to reverse the downward economic trajectory as part of new economic vision for Bangladesh. After Hasina’s fall, the former Governor of Bangladesh Bank also fled the country. The current governor’s policies, combined with increased remittance, have improved dollar reserves. External debts decreased in the fourth quarter of December 2024, compared to the third quarter as a result of the interim government’s cautious approach to foreign loans. The revival of the Chittagong Port and leasing part of the Port to a UAE-based company is intended to make Chittagong the economic heart of a new Bangladesh. The interim government’s initiatives to expand Bangladesh’s semiconductor industry also indicate an economic vision that is technology and youth centric. The underlying theme of the July Revolution was to reinvent the country and its engagement with global partners. There have been significant changes Bangladesh’s foreign policy since the 2024 revolution. One notable change is relationship with Western countries. The Biden administration , the European Union (EU), China, Pakistan, and India were prompt to congratulate Dr. Yunus. Such messages gave legitimacy to the interim government, the student’s revolution, while recognizing Hasina’s removal from power. UN Secretary General António Guterres’s visit during March 2025, brought renewed focus on the Rohingya refugee crisis, giving Bangladesh more agency on the issue. However, the UN (and therefore the U.S.) backed plan to establish a “humanitarian corridor” require tactful balancing between Chinese, American and Indian interests in the region. Admittedly, disagreements within the interim government, among the major political parties, and with the Bangladesh armed forces poses questions on whether the Yunus team can effectively carry out such a plan. Dr. Yunus’s engagement with Western and Asian partners centers on establishing Bangladesh’s autonomy. Meeting with 19 EU delegates, he pushed for moving the visa centers from New Delhi to Dhaka or another neighboring country. Signing a Memorandum of Understanding with China on the Teesta River crisis (after a 13-year stalemate with India) and creating medical facilities in China to treat Bangladeshi patients (after India curtailed medical visas) point to a deepening ties with China and to showcase a more assertive engagement with global partners. The previous examples also signal Bangladesh’s pivot away from India. The flood in August 2024 immediately after the revolution reinvigorated anti-India rhetoric and resurfaced frustration with perceived longstanding asymmetric hydro-diplomacy with India.  But, most importantly, Hasina’s continued presence in India remains a point of contention. Even after one year, India declines requests for Hasina’s extradition citing  safety concerns and whether she will receive a fair trial in Bangladesh. The current India-Bangladesh relationship presents a strategic challenge for India. Over the last few decades, India’s diplomatic relationship with Bangladesh has been limited to cooperative relationship with AL, neglecting maintaining diplomatic overtures with other political parties in Bangladesh. Consequently, significant portion of the Bangladeshi public perceived the AL party being overly friendly with India. Naturally, people’s dissatisfaction with Hasina’s policies were also transferred to grievances against India. The geographic reality implies that to address the persisting security concerns in the northeast Indian states (which includes Arunachal Pradesh, Assam, Manipur, Mizoram, Nagaland, Tripura, and Sikkim), the Indian government should pursue cooperative relationship with Bangladesh. In fact, Dr. Yunus connected the revival of the Chittagong Port and its significance for Indian northeastern states. Sheikh Hasina’s pro-India stance had allowed India to address security challenges in the northeastern states, without facing obstacles from Bangladesh. Political changes in Bangladesh necessitates the Indian government to realign its foreign policy and strive to form partnership with the people, instead of a singular political party. Domestic politics is one of the areas where the Yunus administration has shown weak progress. Since the onset, the administration faced frequent protests from garment workers, bureaucrats, and security forces. Even politically, reaching consensus on pressing issues is also becoming increasingly challenging. On the question of elections and electoral reforms, the divergence among the political parties and even splinters within the parties is becoming more visible. Pressure from leaders of the Bangladesh Nationalist Party (BNP) for earlier election raises doubts whether the interim government could accomplish its reform goals before the February 2026 general elections. Fifteen years of AL’s one-party rule has left BNP organizationally weak and divided. The newly created National Citizens Party (NCP) by the student leaders of the revolution is still consolidating its political base. Disagreements between the Chief of Army Staff General Waker-Uz-Zaman and the interim government point to a lack of partnership. General Waker’s insistence of the role of the Bangladesh Riffles (BDR) in the 2009 Pilkhana Massacre stands at odds with the families of the victims who demand justice and answering lingering questions about Awami League regime’s role. Such sentiments from families erode faith in the justice system. The interim government has taken steps to provide financial and medical support for the survivors of the July Revolution suffering from various injuries and permanent disabilities. Unfortunately, the July Declaration does not mention the continuing suffering of the survivors. The role of female students in the July Revolution is also not mentioned in the Declaration, despite being on the frontlines of the revolution. Such omissions do weaken the position of the domestic political reform agenda of the interim government and prevent it from giving these groups of people a sense of justice and inclusion in the new Bangladesh. Ensuring a safe and stable environment, while establishing the rule of law is the biggest shortcoming of the Yunus administration. Awami League has not expressed any remorse in its role in the violence of the revolution despite mounting evidence. The activities of Awami League and its student wing have been banned. Nonetheless, the disgraced political party continues to cast a large shadow. Hasina continues to make inflammatory statements from her exile in India that fuels new violence in Bangladesh. The arrest of Major Sadikul’s wife over allegations of plans to train AL ‘activists’ to destabilize the capital creates bleak prospects of the country’s security and the realization of the July Declaration. Furthermore, the alleged involvement of the spouse of an army major in such nefarious plans creates more questions about whether the armed forces are reliable partners to fulfill the promise of the 2024 revolution. At the one-year anniversary, the dream of the July Revolution remains unrealized. Dr. Yunus and his interim government have shown competence in addressing the economic challenges. Furthermore, changed engagement with Western and regional powers points to the desire to gain more agency over global and regional matters. Nonetheless, on the domestic political and security fronts, the interim government has shown problems with internal coordination and with other political stakeholders. Dr. Yunus has not proven himself to be a savvy politician. The utter corrosion of all institutions after 15-year corruption of Hasina’s regime requires mini revolutions within all political stakeholders. Political rhetoric must go beyond political disagreements for its own sake and making abstract ideological statements to rile up supporters. The political parties must discuss tangible problems faced by the people and offer feasible solutions. Otherwise, the promise of the July Revolution will remain unfulfilled.

Energy & Economics
The Belt and Road Initiative

Introduction to Special Issue: Belt and Road Initiative – 10 Years on

by Kerry Brown

Abstract It has been over a decade since the emergence of what is now best known as the “Belt and Road Initiative” (BRI). This Special Issue, a decade after the BRI was launched, highlights the immense complexity not only of the idea itself but also of China's global influence and the varied attitudes and responses towards it. We hope that these studies, with their diverse approaches and evidence bases, contribute to enriching the expanding literature on the BRI – a trend that is unlikely to wane anytime soon as China continues to be a major global force in the twenty-first century. It has now been over a decade since Xi Jinping first announced the “Silk Road Economic Belt” (丝绸之路经济带, sichou zhilu jingji dai) on land in Astana, the capital of Kazakhstan, in September 2013. Later that year, in October, he also announced a new “twenty-first century Maritime Silk Road” (21世纪海上丝绸之路, ershiyi shiji haishang sichou zhilu) in Indonesia. These announcements marked the beginning of what is now best known as the “Belt and Road Initiative” (BRI; 一带一路, yidai yilu). For several years in the early first decade of the twenty-first century, as China's economy grew exponentially in size following its entry into the World Trade Organisation in 2001, there were increasing calls for the country to clarify its global ambitions now that it was a genuinely global economic power. The short-lived notion – around the period between 2003 and 2005 – of China enjoying a “peaceful rise” (和平崛起, heping jueqi) didn’t help much in this regard, with the US and others calling on Beijing to state more clearly its commitment not just to multilateral trade agreements and arrangements, but to their underpinning values (Glaser and Medeiros, 2007). Hu Jintao's presidency from 2002 to 2012 coincided with a period of spectacular gross domestic product (GDP) growth and diplomatic silence. When China did indeed surpass Japan as the world's second-largest economy in overall GDP terms in 2010, the need to clearly articulate its view on its global role became more urgent. Since Xi Jinping took power in 2012, the era of the “China Dream” (中国梦, zhongguo meng) and of “telling China's story well” (讲好中国故事, jianghao zhongguo gushi), both internally and externally, has finally begun (Wang and Feng, 2016; Xue Er Shi Xi, 2021). The BRI, therefore, was a core part of the messaging that the country was now engaged in. The initial policy document jointly issued by three ministries of the State Council in 2015 talked of connectivity, a zone of free trade, people-to-people links, and greater cultural communication, all of which were predicated on win–win outcomes (National Development and Reform Commission, Ministry of Foreign Affairs and Ministry of Commerce, 2015). That was met increasingly, however, with external criticisms, which ranged from the general vagueness attributed to the BRI to its role in creating indebted partner countries as well as the suspicion that this was about attempting to acquire power, rather than being a cooperative, constructive member of the international community (Perlez and Huang, 2017). Former US Secretary of State Mike Pompeo, for instance, labelled the initiative something that did “harm” and framed it as the primary vehicle by which Beijing was extending its malign influence across the world to support authoritarianism and push back against democratic values (Murray-Atfield and Staff, 2020). With over a decade now in existence, this is a good time to reflect on and review what the BRI has meant to the world so far. In 2015, there was no real track record, beyond alluding to China's growing energy and economic interests in Africa, Latin America, and what became labelled as the “Global South.” Since then, a plethora of different treatments and studies have emerged, utilising various metrics, conceptual frameworks, and datasets (e.g. Garlick, 2020; Garlick and Havlová, 2020; Gerstl, 2020; Shakhanova and Garlick, 2020; Turcsanyi and Kachlikova, 2020; Vangeli, 2020). This Special Edition contributes to that literature with a set of contrasting approaches and geographical focuses regarding the BRI. This is a testament to the complexity of the phenomenon itself and its multidimensional character. The one thing that each contribution has, for all their differences, is a recognition of how complex the BRI is, and how it quickly evades straightforward frameworks and unilinear approaches. In Africa, as Ajah and Onuoha (2025) write in their study of Nigerian experiences with the BRI, the record shows that things are not as simple as to support the notion that China is using its newly acquired economic assets solely to assert its power in its own interests. Acknowledging the often critical analysis offered by subscribers to neocolonial, neo-realism and dependency prism theorists, they opt to use complex interdependence theory, stating that the BRI has “provided Nigeria with an opportunity to secure funds for rehabilitating and upgrading its railway infrastructure” (Ajah and Onuoha, 2025: 134). Based on detailed interviews and field research in the country, they show a situation in which the BRI, not just in railways, but in ports and airports, has “yielded tangible results in addressing Nigeria's infrastructural deficits” (Ajah and Onuoha, 2025: 137). That issue of tangibility is essential, with empirical data on both the amount Chinese partners have spent and the results they have achieved.  Recognising the issues around lack of transparency by Chinese partners at some points, and the problems around terms of funding and how these are negotiated and settled, the authors nonetheless conclude that the BRI offers Nigeria more opportunity than vulnerability, providing a cogent corrective to the blanket accusation of one-sided deals where “win–win” for China means that it gains twice. Comerma (2024) addresses the issue of values and frameworks in the differing context of the European Union, and in particular, how normative language emanating from the Chinese government appeared in the eighty Memoranda of Understanding (MOUs) issued between China and various European governments since 2018. To some, this was a clear attempt by China to gain validation more widely for its signature foreign policy initiative, and ultimately, for its own desire for influence, recognition, and status. It was linked, as Comerma argues, to a push for a form of soft power with Chinese characteristics, which was popular in the first decade of the twenty-first century and which lingered during the early Xi era. However, leaving aside those MOUs that were impossible to get hold of, in the two that she offers detailed analysis of – those with Italy and Hungary – the outcomes proved very different in the end. Despite adopting some of China's normative language, its soft power was limited, particularly with an audience that holds European values (Comerma, 2024: 242). As she concludes, even if governments did accept Chinese normative language, which overrode their subscription to market values and democratic principles, in implementation, things have not gone smoothly. This is further testified to by the fact that Italy allowed its agreement on the BRI to lapse in 2022. Lin's (2024) approach looks not at a region or territory and its experience and engagement with BRI, but at the issue of Corporate Social Responsibility (CSR). As this article shows, China has shown interest not so much in soft power, but in what is labelled as “soft connectivity,” recognising that there were issues and responsibilities in terms of engagement and management of its overseas interests through the BRI that needed to be considered. As Lin writes, historically, China has “found itself at the receiving end of norms diffusion” (Lin, 2024: 154). With its own celebrated “Five Principles of Peaceful Coexistence” adopted in the 1950s, China stands by a position of non-interference in the affairs of others. That should mean that its investments and engagements in the outside world do not seem to have overt social and political aims, despite the accusations made to the contrary by the country's critics. Lin argues that while China, of course, does not compromise on observing its own mode of doing things domestically, it has proven a “rational and pragmatic” actor externally (Lin, 2024: 172). In environmental issues, in particular, it has found at least a relatively non-contentious space by which to explore CSR-related actions in ways which are seen as mutually beneficial and acceptable, even as its stance on labour rights has been far fainter. The BRI land route was, as noted at the start of this introduction, initially announced in Kazakhstan. It is therefore timely that this volume includes a contribution by Primiano and Kudebayeva (2023) on how students at a university in Almaty view the BRI and Chinese influence generally. Their findings make sobering reading. Despite Central Asia being a key focus of BRI activity and often regarded as a region of largely positive relations with China, the views revealed through the surveys are largely negative and critical. Unsurprisingly, those with greater adherence to liberal and democratic values are the most critical of China, viewing the latter's investments as a threat to the country's oil and gas interests and displaying high levels of unease. At the same time, it is interesting and perhaps significant to note that the study also found a general lack of knowledge regarding the BRI and China's presence in Kazakhstan. Finally, shifting our attention to the sea, Schmitz (2024) offers an assessment of China's historical statecraft in the context of BRI, with a specific focus on the instrumentalisation of the Chinese notion of tianxia (天下, all under heaven) by the country's political and academic elites to narrate both China's past and present as a maritime power and legitimate its claims over various maritime territories. Drawing on textual materials sourced from the China National Knowledge Infrastructure, one of the largest databases of academic publications in the country, Schmitz analyses the resurrection of memories of the now-celebrated Ming-era eunuch admiral Zheng He, as well as the archaeological and historical records of Zheng's extensive explorations up to the coast of eastern Africa in the early fifteenth century. For Schmitz, the BRI embodies this expansive thinking of tianxia, which maps out a world where there are the “core region” and “surrounding, concentric zones of influence” (Schmitz, 2024: 215). Acknowledging that “[d]espite the ambitious narrative that frames it, in practice, BRI is a patchwork […],” Schmitz argues, the narrative of tianxia under the sea should be understood as “more than simply a strategy used to calm fears” (Schmitz, 2024: 214), but presenting a different notion of what international space might be, and of how, at least from China's perspective, it seeks to operate within that space. This Special Issue, a decade after the BRI appeared, shows the enormous complexity not only of the idea itself, but also of China's global influence and the range of attitudes and responses to it. That the contributions contain perspectives from Africa, Europe, Central Asia, and the Asian region itself proves how expansive the reach of the project is, as well as how many different issues, from values to CSR, notions of power and dependency, and intellectual frameworks, are involved with it. We hope that these studies, with their very different approaches and evidence bases, help to enrich the growing literature on the BRI – a trend that is unlikely to disappear anytime soon as China continues to be a global force in the twenty-first century. Declaration of Conflicting InterestsThe authors declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.FundingThe authors received no financial support for the research, authorship, and/or publication of this article.ORCID iDsKerry Brown https://orcid.org/0000-0002-3472-2357Sinan Chu https://orcid.org/0000-0002-9518-1953ReferencesAjah Anthony Chinonso, Onuoha Jonah Isaac (2025) China’s Belt and Road Initiative and infrastructure development in Nigeria: unveiling a paradigm shift or repackaging of failed ventures? 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