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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. 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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

Defense & Security
Demonstrators protest against the war in front of the European Parliament after a special plenary session on the Russian invasion of Ukraine  in Brussels, Belgium on March 01, 2022.

An analysis of European Diplomatic Efforts to Support Ukraine’s Territorial Integrity. Challenges and Opportunities.

by Krzysztof Sliwinski

Abstract This analysis examines European diplomatic efforts to support Ukraine’s territorial integrity amid the ongoing Russia-Ukraine war, highlighting the EU’s evolving role as a security actor. The August 18, 2025, White House summit marked a key moment, with EU leaders pledging "ironclad" security guarantees modelled after NATO’s Article 5, without formal NATO membership for Ukraine, and proposing a "reassurance force" of European troops post-ceasefire. The EU commits to unrestricted Ukrainian military capabilities, sustained economic and military aid, and intensified sanctions against Russia. While the EU aims to bolster Ukraine’s self-defence and facilitate peace talks, challenges persist, including funding, coordination with the U.S., and Russia’s rejection of guarantees involving Western troops. The EU’s approach reflects a strategic shift toward a more assertive Common Foreign and Security Policy, though institutional limitations remain. The guarantees are intertwined with Ukraine’s EU accession ambitions, carrying significant geopolitical and financial implications for the European security architecture and regional stability.Key Words: Ukrainian War, European Security, EU, U.S., Russia Introduction The ongoing war in Ukraine likely marks the end of the post-Cold War security environment in Europe and the rest of the world. The old international system, based on the benign hegemony of the United States and its dominance in international institutions, is witnessing the vanishing of the pretence of the leading role of international law and international regimes before our eyes. What is emerging brings back memories of the 19th-century Concert of Europe, where the great powers of Europe— Austria, France, Prussia (later Germany), Russia, and the United Kingdom —came together to maintain the European balance of power, political boundaries, and spheres of influence. This time around, however, there are fewer players, and the gameboard is genuinely global. The U.S., China and Russia do not leave much space for other players, at least in the global context. The EU declares itself to be a global player, matching the influence of the big three, but in all honesty, it is not treated as such by them.  This analysis looks at the latest developments regarding the ongoing war between Russia and Ukraine (a proxy war between NATO and Russia) and specifically at the role of the EU and its proposed security guarantees offered to Ukraine. The August 18 Meeting On August 18, 2025, a meeting took place at the White House. It included U.S. President Donald Trump, Ukrainian President Volodymyr Zelenskyy, and leaders from Germany, France, Italy, the UK, Finland, the European Commission, the European Council, and NATO. They talked about ways to stop Russia's invasion of Ukraine. A key topic was security guarantees for Ukraine. The EU promised strong protection for Ukraine's independence and borders. This is intended to prevent future Russian attacks, even though Ukraine is unlikely to join NATO soon. These promises build on earlier security agreements but demonstrate a more unified European effort, with the U.S. providing support but not leading with troops or NATO membership.  Ironclad Security Guarantees Equivalent to NATO's Article 5 (Collective Defence) The EU promised to give firm, long-term security promises to Ukraine, similar to NATO's Article 5. This means an attack on Ukraine would be seen as an attack on those who promised to help. However, these promises would not be part of NATO to avoid upsetting Russia or requiring all NATO members to agree. European leaders, including those from the "Coalition of the Willing," are prepared to deploy a "reassurance force" or peacekeepers to Ukraine once the fighting ceases. This force would comprise troops from different European countries, taking turns to monitor and enforce any peace agreement, with a primary focus on preventing new attacks. EU officials stated that Russia cannot halt these plans or Ukraine's future aspirations to join the EU and NATO. Trump said the U.S. will work with Europe and might provide air support, but will not send American ground troops, making Europe the "first line of defence." Meanwhile, the U.S. will support by selling weapons.[1]  No Restrictions on Ukraine's Military Capabilities   EU leaders want Ukraine's military to have no limits on size, type, or actions. This means Ukraine can make weapons at home and get more from Western countries without Russia stopping them. The aim is for Ukraine to have a strong army for many years. Europe will also increase its own military production to help. Ukraine plans to buy $90 billion in U.S. weapons, mostly paid for by Europe. This includes planes, air defence systems, and drones. A formal agreement is expected within 10 days of the meeting.[2]  Sustained Economic and Military Support, Including Sanctions The EU has pledged to continue providing Ukraine with military, financial, and humanitarian assistance until a lasting peace is achieved. They will also increase sanctions and economic actions against Russia to maintain pressure. Leaders say they will support Ukraine as long as the fighting continues, and they will not force Ukraine to give up any land. Only Ukraine can decide about its territory. Europe is prepared to undertake most of this effort and may allocate an additional €40 billion for weapons if necessary. They will work with the U.S. to get support from Trump.[3]  Facilitation of Further Talks and Peace Efforts EU leaders aim to facilitate a meeting between Trump, Zelenskyy, and Putin. They say any agreement must include Ukraine's views and protect Europe's safety. They are glad Trump is pushing for peace, but say a ceasefire is not needed for security promises. Moscow's complaints, like those about NATO forces, will not stop their plans. This shows Europe is united. Leaders like Ursula von der Leyen and António Costa have stated that there will be no official changes to borders, and they fully support Ukraine's membership in the EU.[4] There were concerns that Trump might pressure Ukraine to make concessions during his meeting with Putin on August 15, 2025, in Alaska. European leaders quickly organised a meeting at the White House to influence Trump. This was seen as a way to win him over. Russia does not want NATO or Western troops in Ukraine, seeing it as a threat. Some experts argue that there is a "security guarantee paradox": if the protection is too weak, it will not benefit Ukraine; if it is too strong, Russia may not agree to any deal.[5] EU officials are hopeful, but they face several challenges. These include securing funding (Europe will cover most costs), managing rotating forces, and ensuring the U.S. remains committed after Trump's term.[6] Recent Military and Diplomatic Developments The Russia-Ukraine war started in February 2022. In August 2025, fighting and diplomatic talks increased. Russian troops are moving forward in eastern Ukraine, especially in Donetsk, with many attacks. Ukraine is hitting Russian targets. U.S. President Donald Trump is leading peace talks after meeting Russian President Vladimir Putin in Alaska on August 15. Ukrainian President Volodymyr Zelenskyy and European leaders are also involved. However, significant disagreements persist regarding land, security, and ceasefires. There is no quick solution yet. Russian Advances and Territorial Gains Russian forces have concentrated on Donetsk and taken more land. From July 8 to August 5, 2025, Russia gained 226 square miles, continuing its slow progress in the area.[7] By mid-August, Russia controls large parts of Donbas and continues to advance, even though Ukraine is fighting back.[8]   Source: https://www.russiamatters.org/news/russia-ukraine-war-report-card/russia-ukraine-war-report-card-aug-6-2025  On August 19, Russia launched its most significant attack of the month, using drones and missiles against Ukrainian targets, resulting in civilian casualties and infrastructure damage.[9] On August 18, there were similar long-range attacks. On August 19, Ukraine and Russia swapped the bodies of dead soldiers. Ukraine has increased attacks on Russian energy sites to cut off war funding.[10] After the Trump-Putin meeting in Alaska, Trump met with Zelenskyy and leaders from the EU and UK on August 18 to discuss peace. Trump seems to support giving some Ukrainian land, like parts of Donbas, to Russia for peace. He also suggests U.S. air support as a security promise. A U.S. envoy stated that there is progress: Putin has agreed to U.S. security guarantees for Ukraine and has relinquished some territory.[11] Plans for direct talks are being made. Putin suggested Moscow as the meeting place, but this has not been confirmed yet (as of August 20).[12] European leaders, including EU figures, seem to welcome these efforts but insist on continued sanctions against Russia and reject Budapest (Hungary) as a site due to past failed assurances.[13 ] In the meantime, Ukraine demands robust security guarantees (e.g., deterrence against future attacks) and $90 billion in aid.[14 ] Russia, however, rejects European guarantees, insists on territorial concessions, and maintains unchanged objectives. As of now, no ceasefire has been agreed upon; however, Russia claims to be open to one.[15 ] Where Does the EU Stand in General? EU leaders stress that a strong Ukraine is the best guarantee against Russia. According to the statement of 12 August, issued by the European Council and the Council of the European Union: “The European Union, in coordination with the U.S. and other like-minded partners, will continue to provide political, financial, economic, humanitarian, military and diplomatic support to Ukraine as Ukraine is exercising its inherent right of self-defence. It will also continue to uphold and impose restrictive measures against the Russian Federation. A Ukraine capable of defending itself effectively is an integral part of any future security guarantees. The European Union and its Member States are ready to further contribute to security guarantees based on their respective competences and capabilities, in line with international law, and in full respect of the security and defence policies of certain Member States, while taking into account the security and defence interests of all Member States. The European Union underlines the inherent right of Ukraine to choose its own destiny and will continue supporting Ukraine on its path towards EU membership”.[16]  According to EU top diplomat, Kaja Kallas (High Representative/Vice-President (2024-2029) responsible for Foreign Affairs and Security Policy),[17] the idea of letting Russia keep Ukrainian territories (proposal as signalled by Trump) was a "trap that Putin wants us [the EU] to walk into".[18] She stressed that Russia has offered no concessions and that credible security measures, such as bolstering Ukraine's military, are essential—though specifics on contributions remain up to individual member states. In a like-minded fashion, French President Emmanuel Macron rather hawkishly and not very diplomatically echoed this, describing Putin as a "predator, and an ogre at our [Europe] doorstep" and expressing "the greatest doubt" that he would be willing to work towards peace. In short, the foremost European leaders are still ready to challenge Russia. They enjoy peace at home while using Ukraine as a battleground. Their new ideas about Ukraine's safety and Europe's security are bold and raise concerns about possible problems. The “Devil Lies in Details” The European Union is part of the "Coalition of the Willing" due to its key members. According to Wikipedia, this group comprises 31 countries. They have promised to support Ukraine more strongly against Russia than the Ukraine Defence Contact Group. They are ready to join a peacekeeping force in Ukraine by sending troops or providing other forms of support.[19] The peacekeeping force is envisaged to be deployed only once Ukraine and Russia sign a "comprehensive ceasefire agreement" or "peace deal" to settle the ongoing Russo-Ukrainian War. The initiative, led by the United Kingdom and France, was announced by British Prime Minister Sir Keir Starmer on 2 March 2025, following the 2025 London Summit on Ukraine under the motto "securing our future".[20] The EU has been developing plans for Ukraine's security in the aftermath of the war. The primary goal is to stop future Russian attacks, short of offering NATO membership to Ukraine. Recent plans include military, diplomatic, and financial help, with the EU and U.S. working together. These plans are still changing due to ongoing talks, Russian objections, and questions about their enforcement. The focus is on helping Ukraine defend itself and providing additional support, including air and sea protection. The EU wants Ukraine to be able to defend itself. This is important for any promises they make. The EU and its member states are ready to provide assistance based on their capabilities. They will follow international law and their own defence rules.[21] This includes ongoing military aid but does not specify sending troops or creating new plans. In this context, European Council President Antonio Costa has called for faster work on "NATO-like" guarantees. These could be similar to Article 5, where an attack on Ukraine would lead to talks and actions from allies.[22] NATO and European leaders are discussing a new plan similar to "Article 5." This plan would prompt allies to discuss within 24 hours in the event of an attack. They would work together on responses, such as increasing military forces and providing aid for rebuilding. This idea is similar to agreements with countries like the UK and France, which focus on building strength and recognising borders.[23] EU accession for Ukraine could trigger the bloc's mutual defence clause, offering a "strong guarantee" in principle, although its practical enforcement is debated.[24] Air and sea security are important. A "sky shield" is planned to protect the air over western and central Ukraine, including Kyiv. European fighter jets, with possible U.S. support, will enforce this. The jets might be stationed in Poland or Romania. There will be rules for dealing with Russian actions, like missile attacks. In the Black Sea, measures will prevent Russian naval threats and keep shipping safe from ports like Odesa using intelligence and patrols.[25] Some countries, such as France and the UK, may deploy a small number of troops. These troops could help with training in cities like Kyiv or Lviv, or they might help secure ports and airbases.[26] Sending large numbers of troops is not feasible due to Ukraine's vast size and Russia's demands. Instead, the focus is on training, sharing information, managing supplies, and equipping Ukraine's military with weapons. Ukrainian President Volodymyr Zelenskiy said that guarantees might be ready by August 29, 2025. These include U.S. assistance, valued at $90 billion, which includes weapons such as planes and air defences. Europeans will be the "first line of defence," with the U.S. helping in other ways. However, there are concerns: Russia wants to be part of the talks and does not want foreign troops. Some reports also question the coalition's strength and clarity, particularly in the absence of firm U.S. promises. Possible Broader Geopolitical Ramifications First, supporting Ukraine’s borders could strengthen the EU’s role in European security. This would indicate a shift towards a stronger EU foreign and security policy, as well as a more unified European defence system. However, the EU’s current tools, such as Article 42(7) TEU and PESCO, are not particularly robust. They have limitations in how they operate and face financial and organisational problems. This makes it challenging for the EU to establish itself as a strong security force without assistance from NATO and the U.S.[27] Second, the EU’s security guarantee to Ukraine is likely to intersect closely with NATO’s role, as the EU’s defence efforts currently complement but do not replace NATO’s collective defence framework. The EU remains dependent on NATO (especially the U.S.) for significant military capabilities, and the guarantee could deepen cooperation but also create institutional competition or overlap. The transatlantic alliance’s unity and the U.S. continued engagement are critical factors in the guarantee’s effectiveness.[28] Third, an EU guarantee of Ukraine’s security could also send a strong geopolitical signal to Russia, potentially deterring further aggression and affirming the EU’s commitment to the European security order. However, it may also escalate tensions with Russia, which views such guarantees as a threat to its sphere of influence.[29] This dynamic affects not only Ukraine but also other countries in the EU’s neighbourhood, such as Georgia, which is vulnerable to Russian pressure and exclusion from security arrangements.[30] Fourth, guaranteeing Ukraine’s security is linked to its EU accession ambitions. While Ukrainians see EU membership as essential recognition of their sovereignty and security, many Europeans view it as a component of a future negotiated settlement with Russia. The EU’s guarantee thus has implications for the pace and nature of enlargement, potentially affecting the EU’s cohesion and its relations with neighbouring countries.[31] Fifth, the EU’s security guarantees would likely entail substantial financial commitments, including military aid, reconstruction support financed through mechanisms such as the European Peace Facility (EPF), and the utilisation of frozen Russian assets. These financial undertakings have implications for EU budgetary policies, fiscal solidarity, and the development of a European defence industrial base, which is currently fragmented and underfunded. Conclusion The EU declares itself to be a global player and consequently engages as a broker in preparing peace talks with Russia. Moreover, it envisions itself as a guarantor of peace on the European continent and Ukrainian security, as well as its territorial integrity.  Two important questions, however, remained unanswered.  First, given the EU's engagement against Russia alongside Ukraine, as well as its most prominent member states' support for the Ukrainian war effort, one would be correct to question the intentions of at least some European political leaders. On one hand, the openly adversarial stance against Russia may produce some deterrence-like effects (although, in all honesty, it is difficult to prove). On the other hand, it definitely does prolong the conflict at the expense of Ukraine and its people.  Second, the following analysis will examine the extent to which the EU's guarantees for Ukraine are in reality. Political declarations and paper documents can convey a wide range of statements, including the most hawkish and resolute. The real test, however, always involves actual acting in the face of challenges and dangers. Will Europeans actually be ready to back their words with actions? Will they be able to perform at the required level militarily and economically? The 20th-century experience would suggest otherwise. References1  Roth, A., & Sauer, P. (2025, August 19). Trump rules out sending US troops to Ukraine as part of security guarantees. The Guardian. https://www.theguardian.com/world/2025/aug/19/european-leaders-ukraine-russia-trump 2  Magramo, K., Kent, L., Lister, T., Edwards, C., Chowdhury, M., Sangal, A., Hammond, E., & Liptak, K. (2025, August 18). Trump meets Zelensky and European leaders at White House. CNN. https://edition.cnn.com/politics/live-news/trump-ukraine-zelensky-russia-putin-08-18-25 3  Europe must shoulder ‘lion’s share’ of Ukraine’s security, Vance says. (2025, August 21). AlJazeera. https://www.aljazeera.com/news/2025/8/21/europe-must-shoulder-lions-share-of-ukraines-security-vance-says 4  Mangan, D., Breuninger, K., Doherty, E., & Wilkie, C. (2025, August 18). Trump-Zelenskyy meeting paves the way for Ukraine security guarantees, trilateral talks with Putin. CNBC. https://www.cnbc.com/2025/08/18/trump-zelenskyy-ukraine-putin-live-updates.html 5  Rutland, P. (2025, August 22). The ‘security guarantee’ paradox: Too weak and it won’t protect Ukraine; too robust and Russia won’t accept it. The Conversation. https://theconversation.com/the-security-guarantee-paradox-too-weak-and-it-wont-protect-ukraine-too-robust-and-russia-wont-accept-it-263518 6  Schwartz, F., Barigazzi, J., & Webber, E. (2025, August 13). Trump tells European leaders US could provide security guarantees for Ukraine. Politico. https://www.politico.com/news/2025/08/13/trump-european-leaders-security-ukraine-00508598 7  The Russia-Ukraine War Report Card, Aug. 6, 2025. (n.d.). Russia Matters. Retrieved August 21, 2025, from https://www.russiamatters.org/news/russia-ukraine-war-report-card/russia-ukraine-war-report-card-aug-6-2025 8  A timeline of territorial shifts during Russia’s war on Ukraine. (2025, August 18). PBS News. https://www.pbs.org/newshour/world/a-timeline-of-territorial-shifts-during-russias-war-on-ukraine 9  Ukraine hit by multiple Russian strikes amid US-led push for end to war. (2025, August 19). Aljazeera. https://www.aljazeera.com/news/2025/8/19/ukraine-hit-by-multiple-russian-strikes-amid-us-led-push-for-end-to-war 10  Harvey, A., Mappes, G., Novikov, D., Sobieski, J., Young, J., Barros, G., Kagan, F. W., & Trotter, N. (2025, August 19). Russian Offensive Campaign Assessment, August 19, 2025. Institute for the Study of War. https://www.understandingwar.org/backgrounder/russian-offensive-campaign-assessment-august-19-2025 11  Smolar, P. (2025, August 19). War in Ukraine: Diplomatic efforts intensify ahead of possible Zelensky-Putin meeting. Le Monde. https://www.lemonde.fr/en/international/article/2025/08/19/war-in-ukraine-diplomatic-efforts-intensify-ahead-of-possible-zelensky-putin-meeting_6744508_4.html 12  Magramo, K., Yeung, J., Lau, C., Kent, L., Edwards, C., Chowdhury, M., Powell, T. B., Sangal, A., & Hammond, E. (2025, August 20). August 19, 2025: White House says Putin-Zelensky meeting plans are ‘underway’ following Trump meetings. CNN. https://edition.cnn.com/world/live-news/trump-ukraine-russia-zelensky-putin-08-19-25 13  European Union Leaders’ Statement on Ukraine. (2025, August 12). European Council, Council of the European Union. https://www.consilium.europa.eu/en/press/press-releases/2025/08/12/statement-by-european-union-leaders-on-ukraine/ 14  Hatton, B., & Davies, K. M. (2025, August 19). Despite a flurry of meetings on Russia’s war in Ukraine, major obstacles to peace remain. AP. https://apnews.com/article/russia-ukraine-war-trump-europe-next-steps-527983fab40e58208e9e18c943de696a 15  Westfall, S., & Ilyushina, M. (August 19). Here’s what Russia and Ukraine have demanded to end the war. The Washington Post. https://apnews.com/article/russia-ukraine-war-trump-europe-next-steps-527983fab40e58208e9e18c943de696a 16  European Union Leaders’ Statement on Ukraine. (2025, August 12). European Council, Council of the European Union. https://www.consilium.europa.eu/en/press/press-releases/2025/08/12/statement-by-european-union-leaders-on-ukraine/ 17  See more at: https://commission.europa.eu/about/organisation/college-commissioners/kaja-kallas_en 18  Wilson, T., & Lau, S. (2025, August 22). Proposed Ukraine land concessions are Putin’s trap, EU’s top diplomat tells BBC. BBC. https://www.bbc.com/news/articles/cp8zdezm507o 19  Coalition of the willing (Russo-Ukrainian War). (n.d.). Wikipedia, the Free Encyclopedia. Retrieved August 22, 2025, from https://en.wikipedia.org/wiki/Coalition_of_the_willing_(Russo-Ukrainian_War) 20  Martin, D. (2025, March 2). Britain and France to lead ‘coalition of the willing’ to save Ukraine. The Telegraph. https://www.telegraph.co.uk/politics/2025/03/02/britain-france-lead-coalition-willing-save-ukraine/ 21  European Union Leaders’ Statement on Ukraine. (2025, August 12). European Council, Council of the European Union. https://www.consilium.europa.eu/en/press/press-releases/2025/08/12/statement-by-european-union-leaders-on-ukraine/ 22  Tidey, A. (2025, August 19). EU and allies must “accelerate” work on Ukraine’s NATO-like security guarantees, Costa says. Euronews. https://www.euronews.com/my-europe/2025/08/19/eu-and-allies-must-accelerate-work-on-ukraines-nato-like-security-guarantees-costa-says 23  Webber, M. (2025, August 20). Ukraine war: what an ‘article 5-style’ security guarantee might look like. The Conversation. https://theconversation.com/ukraine-war-what-an-article-5-style-security-guarantee-might-look-like-263475 24  Is EU accession a security guarantee for Ukraine? (2025, August 22). The New Union Post. https://newunionpost.eu/2025/08/21/ukraine-security-guarantee-eu-accession/ 25  Gardner, F. (2025, August 19). What security guarantees for Ukraine would actually mean. BBC. https://www.bbc.com/news/articles/cx2qr08l1yko 26  Harding, L. (2025, August 19). What security guarantees might Ukraine get in return for a peace deal? The Guardian. https://www.theguardian.com/world/2025/aug/19/what-security-guarantees-might-ukraine-get-in-return-for-a-peace-deal 27  Genini, D. (2025). How the war in Ukraine has transformed the EU’s Common Foreign and Security Policy. Yearbook of European Law. https://doi.org/https://doi.org/10.1093/yel/yeaf003 28  Genini, D. (2025). How the war in Ukraine has transformed the EU’s Common Foreign and Security Policy. Yearbook of European Law. https://doi.org/https://doi.org/10.1093/yel/yeaf003 29  Beta, S., Hetherington, K., Contini, K., Zajda, M., Smyrnova, H., Bidnyi, I., Lipska, N., Bahno, M., Tsios, I., Lysenko, L., & Zimmerman, L. (2025, February 5). The Legal Basis for EU Security Guarantees for Ukraine. PILPG. https://www.publicinternationallawandpolicygroup.org/lawyering-justice-blog/2025/5/2/xebqjexqu8ccgsvbo2rmcv4w5an13q 30  Brotman, A. (2025, August 22). The Importance of Security Guarantees for Ukraine and Europe. Geopolitical Monitor. https://www.geopoliticalmonitor.com/the-importance-of-security-guarantees-for-ukraine-and-europe/ 31  Brotman, A. (2025, August 22). The Importance of Security Guarantees for Ukraine and Europe. Geopolitical Monitor. https://www.geopoliticalmonitor.com/the-importance-of-security-guarantees-for-ukraine-and-europe/  

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 

Energy & Economics
Countries within the Arctic Circle, political map. Countries within about 66 degrees north the Equator and North Pole. Alaska (U.S.), Canada, Finland, Greenland (Denmark), Norway, Sweden and Russia.

Russia’s Arctic Corridor: Between Ice and Isolation

by Manashjyoti Karjee

Russia’s Northern Sea Route (NSR) along its Arctic coastline has, for centuries, been as much a dream as a reality. The coastal corridor is a chance to cement Russia’s place as a polar energy superpower, and the presence of unexploited reserves of resources, the keeper of a possibly vital global artery. Yet the NSR’s story in the 21st century is not simply about ambition. It is about a paradox; two forces pushing in opposite directions. One force is geopolitical. A tightening of Western sanctions has cut Russia off from Western capital, technology, and partners that once underpinned its Arctic rise. The other is environmental: climate change. The melting of the sea ice at unprecedented rates is lengthening the navigable season and giving Russia a window of opportunity in the high north. Together they create a strange, almost theatrical tension – a stage where climate change is opening new Arctic pathways even as geopolitics seems to be closing them. This article traces how Moscow has adapted awkwardly at times and creatively at others to this paradox. The question is not whether Moscow still wants to realise the NSR’s promise. It does. The question is whether it can, and if so, at what cost. The answer lies in how Russia has substituted partners, improvised workarounds, looked inwards for domestic substitutions and leaned on risky logistics to keep its Arctic ambitions alive. The years after 2007 (to capture the pre-sanctions baseline and the waves of sanctions that followed), when Russia planted a titanium flag on the seabed at the North Pole, tell a story of Russia’s NSR adaptation, dependency, and resilience under constraint. The NSR’s economy runs on the same plumbing that moves everything from coffee to crude: finance, insurance, classification societies, maritime services, and high-end technology. When Western governments began sanctioning Russia over Crimea in 2014, the sanctions did not simply target individuals or issue symbolic bans. They went for the “nodes” in the global economy that Russia’s Arctic projects depended upon. This is a textbook case of weaponised interdependence. The theory explains how states that control critical financial and technological chokepoints in an interconnected global order can turn global connectivity into leverage. The effect was immediate. U.S. export controls banned Arctic offshore oil exploration technology, freezing ventures like ExxonMobil’s Kara Sea project. European and American banks withdrew. Insurers cancelled coverage for Russian vessels, and the International Association of Classification Societies expelled Russia’s maritime register. Without classification, many Russian-controlled ships lost their safety certificates and lost access to ports and insurance altogether. The 2022 invasion of Ukraine supercharged this process. Energy giants such as Exxon,  and Halliburton left Russia’s Arctic. Sanctions extended to almost every aspect of maritime trade. International Protection & Indemnity (P&I) clubs refused Russian risks, and the exodus of foreign expertise left Russia’s Arctic sector without many of the specialised tools it had once imported. In essence, sanctions acted as a structural stress test on Russia’s Arctic political economy, which raised financing costs, choking technology transfer, and narrowing partnership options for both upstream oil and gas exploration and midstream shipping and processing. Yet, the sanctions did not halt Arctic operations altogether. By 2023, the NSR cargo carried record volumes along the route. The moved cargo was roughly around 38 million tonnes of goods in 2024. This cargo was almost entirely Russian oil, gas, and minerals headed to Asia. The international shipping firms that had once dreamed of using the NSR as a global transit lane were seemingly gone. What remained was a “Russified” corridor: an export pipeline to friendly markets, sealed off from most of the world. Sanctions forced Russia to find replacements for Western finance, expertise, equipment, and markets. The most obvious substitute was China. The two countries already had growing energy ties, and after 2014, Beijing stepped in where the West stepped out. Chinese state banks provided roughly $12 billion in loans after Western financing dried up for Yamal LNG, the Arctic’s first LNG megaproject. China National Petroleum Corporation (CNPC) took a 20% stake in the project in 2013, and the Silk Road Fund took another 9.9% in 2016. Chinese shipyards supplied modular components, and by late 2017, the project was completed on schedule despite the constraints. This model, to replace Western inputs with Chinese ones, was carried over to Arctic LNG 2 on the Gydan Peninsula. CNPC and CNOOC each took 10% stakes by 2019, and Chinese yards again won construction contracts. A secondary interdependence formed: Chinese capital, shipbuilding, and market demand for LNG in exchange for Russian resources and Arctic access. But this substitution came with a catch. The relationship was asymmetric interdependence. Russia now relies far more on China than China does on Russia. For Moscow, the NSR and Arctic LNG capacity are strategic lifelines and Russia, under sanction, cannot so easily diversify its partners. But Beijing has other suppliers; the NSR is optional for Chinese trade. Beijing has used that leverage with a light but unmistakable touch by pressing for sanctions carve-outs and pausing when penalties threaten its global financial and commercial interests. When Washington sanctioned Arctic LNG 2 in late 2023, Chinese firms froze participation. CNPC and CNOOC invoked force majeure, and Wison (a Chinese manufacturer of LNG modules) recalled shipments and stopped work altogether. By 2023, roughly 95% of NSR transit cargo was bilateral Russia–China trade, mostly Russian oil moving east. When China pulled back, Moscow protested mildly; when Western firms did the same, the rhetoric was far harsher. The imbalance was clear. The NSR had become a lifeline for Russia, but only one option among many for China. Alongside external partnerships, Moscow sought to fill the gaps domestically. The flagship is the Zvezda shipyard in the Russian Far East, which was meant to deliver a homegrown fleet of Arctic-class tankers and LNG carriers. Initially a joint venture with South Korea’s Samsung Heavy Industries, Zvezda lost access to many suppliers after 2022. Building the specialised Arc7 LNG tankers proved harder than planned, and delays created a shipping shortfall. So, Moscow improvised at sea. The workaround was a fleet few had anticipated: the so-called “shadow fleet.” These are ageing, often 20-year-old tankers. Reflagged under flags of convenience to Panama, Liberia and the Marshall Islands, they sail without reputable insurance or up-to-date safety certification. After the EU banned Russian oil imports and the G7 imposed a price cap, Russia’s traders bought up and reactivated such ships. Some sail with AIS trackers off, earning them the nickname “floating time bombs” from former NATO commander James Stavridis. Regulators noticed. NATO began monitoring the dark fleet in 2023. The UK and Denmark tightened port inspections earlier; by mid-2025, Norway ordered inspections of all foreign tankers using its ports that had been involved in Russian Arctic trade. The cat-and-mouse is literal: AIS “spoofing,” loitering near transhipment points like Murmansk, and identity-masking tactics have all proliferated. The objective is simple – keep exports moving despite Western control over finance and insurance chokepoints. The method is naturally costly and risky. The environmental risks are also obvious, especially in Arctic waters. Yet by 2023, this shadow fleet had helped Russia stage a dramatic comeback on the NSR. Transit cargo, which had collapsed to around 41,000 tonnes in 2022,  hit a record 2.1 million tonnes in 2023, much of it oil to China. Of the 75 transit voyages (the most ever in a season) that year, 59 were in ships over 10 years old, and nearly 40% in vessels over 20. Three voyages were made by ships with no ice classification at all, possible only during the mildest late-summer window. This is resilience under constraint in action: maintaining volumes, but through seemingly riskier, costlier, and less sustainable logistics. The paradox deepens when nature itself becomes a player. The Arctic is warming roughly four times faster than the global average, a phenomenon known as Arctic amplification. This is thinning and shrinking its sea ice. Late-summer ice extent has declined by about 12% per decade, and the September ice volume is almost half of what it was in 1980. In a warm year like 2020, the NSR can see up to 88 ice-free days, extending the season well into October. The distance savings are tempting. After the 2021 Suez blockage, Moscow pitched the NSR as the more sustainable and safer,  with President Vladimir Putin setting targets of 80 million tonnes of cargo by 2024 and 130 million by 2035. Russia invested in infrastructure to shape the Arctic in its favour.  Chief among those investments is the series of nuclear icebreakers in the LK-60Ya class, intended to widen and lengthen the navigable seasonal window. Variability is the Arctic’s constant. In 2021, an early freeze trapped more than 20 ships in the Laptev Sea. A single harsh season or geopolitical flare-up could, according to one modelling study, cost up to $10 billion by closing the route for a year. Wind and currents can push ice into chokepoints, while storms and fog add further hazards. The message: averages entice; outliers punish. Major shipping companies remain unconvinced. The IMO’s Polar Code demands expensive safety upgrades, and giants like CMA CGM have sworn off the NSR, citing environmental and reliability concerns. Arctic shipping is feasible but rarely profitable for time-sensitive cargo under current conditions. In effect, climate change is lengthening the season but not guaranteeing it. Warm years can soften the impact of sanctions by enabling marginal ships to sail; cold years can erase those gains overnight. Moscow treats most of the route as water where it can write its rules with Russian regulations. The legal scaffolding rests on UNCLOS Article 234. The clause gives coastal states extra authority over ice-covered waters to protect the environment and, in places, on claims of historic usage through narrow straits. That interpretation has teeth. In 2019, Russia demanded advance notice from foreign warships before NSR transits. In 2023, Russia proposed stretching that notice to 90 days. The counter-view in Western capitals is blunt: key passages function as international straits with transit rights. Call it legal geopolitics. The idea that in contested spaces, law becomes an instrument of statecraft. With Western commercial presence all but gone since 2022, there have been few real-world tests of those competing claims. The ambiguity persists. So does the risk of friction if NATO navies decide to test freedom-of-navigation in the high north. The Arctic Council was built to keep geopolitics off the ice. War changed that. In early 2022, seven of eight members (everyone but Russia) paused participation, sidelining Russia’s chairmanship. Work resumed later that year without Russia; when Norway took the chair in 2023, that format stuck. The result: a governance gap where the Council once supplied common ground on search-and-rescue, spill response, and scientific cooperation. Into that gap have flowed unilateral and minilateral moves: EU sanctions to enforce oil price caps, national inspections of suspect tankers, NATO’s higher Arctic profile, and Russian military investments through the Northern Fleet. Moscow has doubled down on bilateralism, notably with China under a “Polar Silk Road” banner. Remove a pan-Arctic consensus, and states start to read the NSR less as a shared commercial asset and more as a strategic corridor. As long as the Council stays divided and the law stays fuzzy, the NSR looks less like a future global lane and more like a national project under duress. One under-appreciated dynamic is how weather and policy interact. A warm, low-ice year can partially offset sanctions by letting Russia move more cargo with sub-optimal ships and fewer partners. A harsh ice year can erase those workarounds; no amount of reflagging gets a thin hull through new ice without icebreakers. 2023 offered mild late-summer conditions and newly assembled logistics. Hence, the record season. 2021 offered an early freeze that embarrassed seasoned operators. Climate acts as the swing variable in Russia’s resilience equation. Targets mirror the tension. 80 million tonnes by 2024 proved aspirational as sanctions deepened and ice conditions fluctuated. The reset to 130 million by 2035 admits the need for a longer runway. More LK-60Ya icebreakers, more Arc7 hulls, more trans-shipment capacity, and, crucially, more reliable partners. The Zvezda bet may pay off, but replacing the full Western stack in the form of financing, kit, and specialised metallurgy takes time that geopolitics rarely grants. The shadow fleet moves oil, but at a cost. Older hulls, opaque ownership, weak insurance, and AIS dark zones each raise the chance of an incident. The high north does not forgive. A significant spill by an unclassed or uninsured vessel could slam shut political windows that the climate has opened. Every accident, real or narrowly avoided, argues for more scrutiny. For non-Russian shippers, reputational and compliance risk is decisive. The safety problem is moral, ecological and financial. Insurance premiums, capital costs, and compliance burdens spike when standards look variable and enforcement is vigilant. If the NSR is to attract rather than deter global carriers, four shifts stand out. The first is stable multilateralism. A thaw in Arctic Council politics that restores full eight-member cooperation on search-and-rescue, spill response, and scientific collaboration would reduce risk premiums. Without it, patchwork national rules and military signalling will continue to overshadow commercial priorities. The second is legal clarity. Narrowing the gap between Russia’s interpretation of Article 234 and Western views on straits rights, whether through litigation, negotiated guidelines, or pragmatic practice, would help calm the concerns of navies and insurers. Ambiguity, in this case, is costly. The third is infrastructure at scale. Expanding the fleet of LK-60Ya icebreakers, deepening the Arc7 fleet, ensuring reliable trans-shipment hubs from Murmansk outward, and building robust rescue and response capabilities would turn the Arctic’s volatile weather from a crippling hazard into a manageable variable. The fourth is safer logistics. Replacing dark fleet tonnage with transparent, classed, and adequately insured ships is unlikely under current sanctions, but any easing or targeted carve-outs could logically be traded for higher operational and environmental standards. Absent these shifts, the NSR will likely remain a niche corridor – reliable enough for Russia’s exports to a handful of partners – but not predictable or de-risked enough to attract the world’s container giants. In the end, the Route looks less like a global artery in waiting than a bespoke lane kept open by improvisation and political will. Russia has shown it can move volumes east without Western scaffolding. Still, the price is exposure: to China’s cautious leverage, to legal and governance ambiguity, to safety and insurance risk, and to a climate that can widen or snap shut the seasonal window with little warning. What emerges is resilience under constraint, capability sustained by workarounds rather than durable rules and partners. If geopolitics softens, the Arctic Council reactivates in full, and industrial bets from Zvezda to new icebreakers mature, the arc could still bend toward normalisation. Until then, this remains a sturdy yet narrow corridor; strategically vital to Moscow, serviceable for a few, and unlikely to host the time-sensitive traffic that defines a truly global route.

Diplomacy
bolivia flag election ballot

Bolivia: the end of the MAS cycle and a turn to the political center

by Franz Flores

Bolivia’s elections marked the collapse of MAS and the rise of Rodrigo Paz with a moderate and inclusive economic discourse, signaling a shift away from extremes toward the political center. Last Sunday, Bolivia went to the polls to elect a president, vice president, and 130 legislators, including senators and deputies. The results were surprising: Rodrigo Paz of the Christian Democratic Party (PDC) won with 32.1% of the vote, despite not being ranked as the frontrunner in any of the more than 18 polls conducted. The favorites, Tuto Quiroga and Samuel Doria Medina, received 26.8% and 19.8% of the vote, respectively. Meanwhile, although somewhat expected yet still shocking, the Movement for Socialism (MAS) suffered its most humiliating defeat: after nearly 20 years as a dominant party, it garnered just 3.2% of the vote and secured only one seat in the legislature. What happened? How did Rodrigo Paz manage to win the election? And how did the right-wing opposition end up losing? Throughout the campaign, Samuel Doria Medina of National Unity and Tuto Quiroga of LIBRE consistently led the polls as the main alternatives to MAS. Early this year, there was growing anticipation around a possible opposition alliance to “stand up to MAS.” That effort collapsed, however, and the public’s perception of both candidates deteriorated as their personal ambitions clashed—ironically creating an opening for MAS to potentially cling to power. Once the campaign was underway, Quiroga and Doria Medina, convinced by the polls that they would make it to a runoff, turned against each other. On social media, a smear war erupted with false news and mutual slander. While these two candidates weakened each other, Rodrigo Paz stayed above the fray, managing to deliver his message with little turbulence. Paz offered a platform he described as “capitalism for everyone,” or platita para todos (“money for all”), promising more subsidies, as well as lower taxes and tariffs. This placed him closer to the statist left than to the liberal market-oriented stance of Tuto and Samuel. Amid an ongoing economic crisis, many Bolivians felt that policies were needed to reactivate the economy and stabilize the exchange rate. A significant portion of the middle and lower classes feared that the proposed economic shock measures would worsen their already precarious situation. Both Quiroga and Doria Medina openly embraced the radical proposals of Argentina’s president Javier Milei as their model. Paz, by contrast, offered a more moderate alternative, attracting much of the electorate. Another key dimension of this election was the projection of political renewal. On the left, figures such as Eduardo del Castillo and Andrónico Rodríguez—both under 40 and emerging from the MAS ranks—sought to embody generational change. But del Castillo was weighed down by his association with Arce’s unpopular government, while Rodríguez faced criticism from the right for his ties to Morales, even as Morales himself accused him of betrayal. On the right, renewal was nonexistent: both Quiroga and Doria Medina were veterans of the pre-Evo Morales party system, recycling old formulas such as privatization and free-market economics. In this context, the PDC ticket of Rodrigo Paz and Edman Lara was well positioned. While Paz is a seasoned politician with 26 years of experience, mostly as a subnational leader, Lara—a former police captain—was a classic outsider. With an active presence on social media, he had built a reputation as a crusader against corruption, after denouncing fellow police officers for misconduct. In August 2024, he was permanently dismissed from the Bolivian police force. Looking at the results by region reveals the territorial fault lines in Bolivian politics. The PDC, like MAS before it, secured victories in departments such as Oruro, Potosí, and La Paz, along with the populous city of El Alto, where it won over 45% of the vote. By contrast, Quiroga and Doria Medina performed strongly in Santa Cruz, Beni, Pando, and Tarija—the so-called media luna—a region traditionally resistant to candidates from western Bolivia. Rodrigo Paz and Tuto Quiroga will now face each other in a runoff on October 19. Paz’s challenge will be to expand his support in Santa Cruz and wealthier urban areas, while Quiroga must convince middle- and lower-income sectors that market-oriented reforms can serve as a viable alternative to MAS without undermining the poor. After nearly two decades, Bolivians have chosen to close the MAS chapter in power and begin a new one—not defined by extremes, but by a turn toward the political center. This is a positive sign at a moment of deep national crisis. *Machine translation, proofread by Ricardo Aceves at Latinoamérica21 (L21)

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.

Defense & Security
Jerusalem - March 01, 2020: Campaign billboard for

Shutdown Nation: The Political Economy of Self-Destruction

by Shir Hever

Abstract This article examines that the shift in Israeli society and political economy from ethnic socialism to individualistic capitalism was accompanied by a shift from a strategic and collectivist liberal Zionism to a nonstrategic individualistic right-wing populism. It is a shift that made the State of Israel vulnerable to shock and crisis, and turned it “from a startup nation to a shutdown nation.” Unlike the crisis caused by the 1973 war, Israel lacks the tools to cope with the crisis of October 7 and embarks on a path of self-destruction.Keywordssettler colonialism, right-wing populism, Middle East economies 1. Introduction: Zionism’s Transition From Collectivist to Individualistic Settler Colonialism The State of Israel is a settler-colonial project (Robinson 2013), and as such has never been self-sufficient. Israel’s first prime minister David Ben-Gurion cultivated Israel’s alliance with Western imperialism as part of a strategy to keep the Israeli military supplied with modern weapons and trading partners. Meanwhile, some neighboring Arab states cultivated an alliance with the Soviet Union. The bane of colonial societies is always the same: arrogance, and in Israel’s arrogance the seeds of its downfall were planted. Israeli society, very much like the white population of apartheid South Africa, developed a culture on racist foundations, and the disdain of the Indigenous Palestinian population spread to a patronizing and racist attitude towards Israel’s non-white Jewish population (Mizrahim and black Jews; Ben-Eliezer 2007). The history of Israel’s political economy can be traced along the trajectory of this arrogant approach and the events that confirm, or undermine, Israel’s arrogance. I briefly mention two such seminal events before proceeding to the more contemporary developments. The first was the war of 1967, which has given rise to Israel’s messianic religious right wing, certain that God is on Israel’s side. Israel’s “miraculous” victory against three Arab armies in just six days, commemorated in Israel’s name for the war “The Six Day War,” confirmed every racist stereotype in Israel’s colonialist culture. Popular songs celebrating Israel’s victory hit the radios, and the project of building illegal settlements on occupied Palestinian land, deporting prominent Palestinian leaders, and using collective punishment, such as home demolitions, have put a strain on Israel’s alliance with the imperialist West. Israel’s military industry was transformed by these events. After France, Israel’s biggest arms supplier at the time, imposed a military embargo on Israel because of the occupation, a new school of thought emerged in Israel’s security elite, arguing that Israel does not need to rely on foreign suppliers and could potentially produce all of its weapons and ammunition locally. The victory also gave rise to what Israelis have later retroactively called “the Conception”—the arrogant belief that Arab states will never try to defeat Israel on the battlefield again—having been overwhelmed by Israel’s superiority. The second event worthy of note occurred just over six years later, the war of 1973, also known as the October War. On October 6, 1973, Syria and Egypt launched a surprise attack that shattered Israel’s “Conception.” Israeli forces suffered heavy casualties, lost battles, and were forced to withdraw until the United States intervened with large-scale arms shipments. Israel’s dependency on Western support became undeniable. Even though Israeli forces, with the help of US weapons, eventually pushed back the Syrian and Egyptian armies, Israel was bloodied and traumatized. Israeli economists referred to the following decade as the “lost decade”—in which public resources were diverted to the arms industry and a large section of the workforce was recruited for extended military service with the reserves. The generation who fought in the 1973 war became wary of the danger of colonial arrogance (Bar-Joseph 2003). It was the generation that called for moderation in politics, for strategic thinking. The self-sufficiency illusion was nixed. Instead, Israel worked hard to position itself within global politics as a “bastion” against communism (just like South Africa did), and after the fall of the Soviet Union as a bastion against Islamic terrorism. The Oslo Peace Process was supposed to be Israel’s alibi, a show of willingness to compromise over territory in exchange for Western political legitimacy and normalization with Arab neighbors. Instead of a self-sustaining economy, Israel developed its political economy as a niche economy, becoming the world capital of the homeland security sector, with hundreds of companies exporting Israel’s “security expertise” in the form of surveillance technology, culminating in the export of spyware (Loewenstein 2023: 207). 2. Rise of the Right-Wing Populism in Israel The liberal Zionist project to rationalize colonialism has gradually failed, because of arrogance. In his article in Hebrew “A factory for blind spots” Ran Heilbronn explained the collapse of Israel’s security “expertise” through the reliance on technology and the belief that reality exists in the data, rather than the data being a tool to describe reality (Heilbronn 2024). The Israeli security industry conceived of the occupation as a laboratory for developing tools of oppression and marketing them as “field-tested” (Loewenstein 2023: 49). It has failed to reflect that the identity of the self-appointed security experts as colonizers makes them predictable. This is especially the case in their tendency to repeatedly underestimate Palestinians, because respecting the ability of Palestinians to develop creative methods of resistance and outwit Israeli oppressive measures undermines the racist arrogance that is necessary to justify apartheid (Shlaim 2015: 133–180). The rise of the populist right wing in Israel can be explained through the intergenerational discourse among Jewish Israeli society. The generation that fought in the militias to expel the Indigenous Palestinian population and establish the State of Israel, as well as its children, were raised on the collectivist values and glorifying sacrifice (Feige 2002: v–xiv). As a popular 1948 song by Haim Gouri played on official state ceremonies states, “love consecrated in blood will blossom amongst us once again.” Subsequent generations, those born since 1967, the “euphoria” period (including the baby-boom generation after the 1973 war; Ozacky-Lazar 2018: 18–24) and their children, have been raised on the sense of entitlement to the spoils of war for which their parents and grandparents made great sacrifices. Calls for further expanding the borders, acquiring more land, and building more settlements, which were consistently made by the settler movement, have been perceived by the older elites as an ungrateful disrespect to their own sacrifices, and that Israel is at a risk of overextending itself and losing everything. This has become the main narrative of liberal Zionism (Ayyash 2023). The intergenerational shift from strategic, “rational” Zionism based on calculated sacrifice for the purpose of colonizing Palestine while maintaining both a Jewish majority and good relations with the West, toward a religious populist Zionism built on a sense of entitlement, dismissing threats and obstacles to the Zionist Project, is a shift dialectically inherent to the colonial process and inseparable from it (Sabbagh-Khoury 2022). Every colonial society has a “founders” generation that is honored for its commitment to the collective national project at great personal costs, which is followed by increasingly entitled generations who are born with privileges and do not feel the need to earn or defend them. The colonial mythology exaggerates the significance of the founders’ efforts who “gave their lives to ensure that this land will be ours for posterity.” The demand from younger generations to make efforts to secure the land and the privileges of the colonizers diminishes from the mythology and is therefore rejected. The younger generations simply expect to inherit their privileges (Veracini 2010: 40). The right-wing advocates of collectivist nationalism and sacrifice (following the path of Jabotinsky, who in his Iron Wall manifesto warned that Palestinians will never give up their struggle against colonial domination, and Zionism must engage in an eternal battle (Jabotinsky 1923), have all but disappeared, being replaced by the right-wing populists, led most prominently by Benjamin Netanyahu. The main attraction of the right-wing populism is the idea of impunity: Israel can have its cake and eat it too. Disregard international law and international pressure, underestimate the potential of Palestinian resistance, and not make any sacrifices (Shad 2015: 167–178). As the rate of conscription to the Israeli military plummeted since the 1990s (Arlosoroff 2019; Shalev 2004: 88–101), Israelis became accustomed to justifying military aggression against Palestinians from the comfort of their armchairs. While refusal to serve remains a marginal phenomenon, draft dodging had become the norm, rather than the exception (Perez 2018). Yagil Levy referred to this shift as a capital-intensive warfare, using technology and expensive weaponry to multiply the impact of a smaller number of soldiers, thereby also increasing the negotiating power of those soldiers who were able to make demands for material and nonmaterial rewards in exchange for their military service, which conscripts would normally not be able to make (Levy 2003: 222). The populist right wing conflates the State of Israel with the Jewish people, ignoring both the existence of non-Jewish Israelis and the existence of non-Israeli Jews. Instead of addressing criticism and planning strategic responses, populists use ad-hominem attacks to delegitimize criticism. Netanyahu dismisses critique against Israel’s apartheid and war crimes as “antisemitic” whether it’s the BDS movement (Boycott, Divestments, Sanctions; Black 2014), legal action from the International Court of Justice or from the International Criminal Court (Heller 2019), or even recognition of the State of Palestine (Landale 2024). Eventually this populist argument has become mainstream so that even opposition leaders from the liberal Zionist factions adopted it (TOI Staff 2022). The liberal Zionist forces found themselves at a disadvantage after the invasion of Lebanon in 2006, which was seen as a military failure, and was exploited by the far right to accuse the government of weakness (Erlanger 2006). The Israeli attack against Gaza just before the February 2009 elections claimed the lives of over 1,400 Palestinians, most of them civilians. The leader of the liberal-Zionist camp at the time, Tzipi Livni, served as minister of foreign affairs. Her position was (and remains) that the liberal Zionist camp is more strategic and has more tools to secure Jewish control over Palestine than the populist right wing (Livni 2018). This argument backfired because the populist right wing grew domestically stronger in the face of threats of international restrictions. The same process occurred in 2022 with the publication of four reports about Israeli apartheid (Abofoul 2022), leading to the collapse of the last liberal Zionist government, which could not come up with a strategy to defend Israel from the accusation of apartheid. Just like the brutal attack on Gaza in the winter of 2008, the government of liberal Zionist parties tried to demonstrate its brutality toward Palestinians accusing six Palestinian civil society organizations of terrorism without showing evidence (OHCHR 2022) and by granting impunity to the soldier who murdered Al-Jazeera journalist Shireen Abu Akleh on May 11, 2022, in the course of the military campaign in the Jenin refugee camp (Al Jazeera 2022). This tactic failed in the elections of November 2022 just as it failed in the February 2009 elections. In early 2023, with the most far-right government in Israel’s history embarking on the judicial overhaul project, the people who protested the government’s antiliberal policy were the very same who maintain and profit from Israel’s security sector (Goodfriend 2023). Protestors in Tel-Aviv have adopted the slogan of the BDS movement (Boycott, Divestments, Sanctions) “from startup nation to shutdown nation” and printed it on a huge banner that they carried through the streets (Ben-David 2023), warning that Israel’s economy will shut down because of the policies of the far-right government. The demonstrators holding the sign were likely unaware of the fact that the slogan was coined by BDS, which is another example of blind spots caused by an unsustainable colonial situation. The prediction was prophetic, but interestingly the very same people who argued that Israel’s military strength is directly connected to the economic strength of its security sector, who warned against the economic collapse, did not predict the simultaneous collapse of Israel’s military strength. The rise of right-wing populism in Israel is fueled by elements that are inherent to the Israeli case: the settler-colonial intergenerational conflict, the economic transformation of the social contract, and the shift in the military structure and the role of militarism in society. Nevertheless, a fourth factor cannot be ignored, which is the rise of the populist right wing in the whole world, with the polarization of politics after the dashed expectations following the nineties (Greven 2016). The model of the right-wing populist leader—racist, hedonist, and corrupt—was only known in two countries in the nineties: in Israel with Netanyahu’s first term and in Italy with Silvio Berlusconi, before becoming widespread in the rest of the world starting in 2016. 3. The Systemic Vulnerability A key difference between the crisis of the 1973 war, and the crisis that Israel is experiencing since October 7, 2023, is the change in the economic structure of Israel. In its first three and a half decades of existence, Israel had a corporatist economic structure (Shalev 1986: 362–386), in which the government, unions, and the private sector cooperated to bolster and maintain the apartheid economic system, until the neoliberal reforms of 1985 (Ben Basat 2002: 1–22). Israel’s federation of labor unions—the Histadrut—played a central role in keeping Palestinian workers from the occupied West Bank and Gaza as a cheap and exploited labor force both before and after the reforms (Hiltermann 1989: 83–91). The reforms, however, changed the social contract at the base of the settler-colonial state. From a nationalist project in which the privileges of the Jewish population are collectively protected and collectively enjoyed by the Jewish population at the expense of the Indigenous Palestinian population, the neoliberal reforms turned Israel into an individualistic society in which privileges are enjoyed individually and reproduced by market forces for profit (Shalev 1986). In parallel to the way that a neoliberal order restructures the social contract between state and citizen, it also restructures the contract between state and soldier. As Yagil Levy argues, the Israeli tech sector serves as a reward mechanism to attract recruits into prestigious units, such as the notorious unit 8200, for the prospect of future lucrative employment in the private sector. This “negotiation,” to borrow Levy’s term, creates a military vulnerability. The collapse of Israel’s tech sector impacts the motivation of soldiers to serve in Israel’s technological units (Levy 2012: 47). The capitalist structure is more vulnerable. In the absence of a strong social safety net, individuals are expected to make their own risk assessment (Swirski et al. 2020: 5). Modern finances are a system of management expectation. Jonathan Nitzan and Shimshon Bichler have shown that the depths of crisis in capital can be measured in a time perspective. Cyclical crisis is marked by short-term expectations coupled with a long-term expectation for recovery. Investors attempt to build predictive models based on their assessment of future developments. In a systemic crisis, however—what Kliman, Bichler, and Nitzan call “systemic fear”—the predictive models are built on historical data, and investors are making fewer references to the future (Kliman et al. 2011: 61–118). One of the first voices to herald that the State of Israel has reached a dead-end was Marwan Bishara, who focused on the aspect of Israel’s regional integration into the Middle East, which remains an essential strategic element in Israel’s sustainable existence, but which could not continue after Israel embarked on the onslaught against the Gaza Strip, intentionally targeting civilians (Bishara 2023). The oppressive structure of the State of Israel is vulnerable to the external pressure that is applied by Palestinian resistance, which takes the form of both armed and unarmed resistance. The armed resistance is much less relevant to the discussion here, because the capitalist vulnerability is suspended in times of “security crisis,” framed as a temporary time in which collective mobilization and sacrifice are necessary. The unarmed forms of Palestinian resistance such as BDS expose the vulnerability of Israel’s apartheid and challenge the sustainability of the oppressive structures (Awad 1984). The slogan “they oppress, we BDS” leaves Israelis with no choice but to consider whether the same methods used to crush the Palestinian resistance are in the end self-defeating (Barghouti 2020). Palestinian resistance has developed through stages, searching for means to overcome Israeli oppression. Collective leadership replaced individualistic leadership in order to survive assassinations (Baylouny 2009). Intersectional and progressive alliance building proved effective in creating solidarity in the heart of Israel’s Western support bases, especially North America and Western Europe (Salih et al. 2020). While liberal Zionism excelled in infiltrating Palestinian society and sabotaging its resistance (Cohen 2009), the populist right adopts the dehumanization of Palestinians as a fact, rather than a tool, and is therefore unable to infiltrate Palestinian society effectively. As Major General Amos Gilad said in 2011 “we don’t do Gandhi very well” (Dana 2011)—Palestinians found the weak point in Israel’s oppressive regime. Israel’s closest allies begin to contemplate the unthinkable—the end of the Zionist state. For Germany, whose unconditional support for Israel turned into a quasi-state religion due to an intentional conflation of Judaism and the State of Israel (Moses 2021), the notion that the State of Israel will cease to exist is more controversial than the speculations about the imminent demise of the GDR (German Democratic Republic, which was dismantled in 1990). Nevertheless, even German mainstream media cannot silence the shutdown nation voices when they come from Israeli Jews or former Israeli Jews (Tschemerinsky 2024). Two prominent Israeli economists, Eugene Kandel and Ron Tzur, wrote a scathing report in which they come to the conclusion that Israel will not survive to its 100th year and kept the document a secret, worried that it could become a self-fulfilling prophecy. Faced with lack of interest from the government, however, they gave interviews about the report (Arlosoroff 2024). Israeli billionaire Gil Schwed compared Israel to Afghanistan—a state that collapsed under an Indigenous insurgency and abandoned by its US ally, and which does not attract foreign investments (Cohen 2024). The Haaretz newspaper published its editorial on Israel’s Independence Day with the headline that Israel will not survive to celebrate its 100th Independence Day. In the English version of the newspaper, the headline was qualified with the extra text “unless we are rid of Netanyahu” (Haaretz 2024). The expected delayed collapse is meaningless in a capitalist economy. Investors who believe that the State of Israel is a time bomb with a twenty-year timer will not buy Israeli bonds, nor invest in the economy. Parents will not want to raise children into (what they perceive as) an inevitable catastrophe and will exhaust all available options for leaving with their family (Silverstein 2024). Three Israeli historians have also addressed the events of October 7 and their aftermath as the end of the Zionist projects. Moshe Zimmermann, a Zionist scholar of German history and German-Israeli relations, commented in an extended interview that the Zionist project set up to create a secure haven for Jews, but that the State of Israel, the result of the Zionist project, has failed to protect its Jewish citizens on October 7, to take responsibility for the failure, or to develop a strategy to create more security in the future (Aderet 2023). From the opposite perspective, Ilan Pappe, an anti-Zionist scholar of the history of Palestine, published an essay listing six indicators to the demise of the Zionist project (Pappé 2024). Although the State of Israel does not by definition share the same fate of the Zionist project, and can conceivably exist without a Zionist government, Israeli institutions have, nevertheless, in the moment of crisis after October 7, published statements attesting to the centrality of Zionism to Israel’s existence as a state. The strongest example of these statements is the letter written by the Hebrew University to Knesset member Saran Haskel justifying the suspension of Prof. Nadera Shalhouv Kevorkian over her criticism against Zionism, by stressing that the Hebrew University is a Zionist institution (rather than an academic institution in which a plurality of opinions is encouraged) (Odeh 2024). Such unanimous agreement among Zionists and anti-Zionists about the fate of the Zionist project and its significance to the future of the State of Israel is an unprecedented consensus. Six months into the war, a third Israeli historian, Yuval Noah Harari, wrote that Israel is entering an unsustainable phase of global isolation and military defeat, and that only a quick ceasefire and structural change of policy (i.e., a break from Zionism) could save the State of Israel from demise (Noah-Harari 2024). 4. Conclusion It is this vulnerability, a society built on individualism and privilege, which made the October 7 attack a much bigger trauma for Israelis than other disasters that claimed the lives of hundreds, or even thousands, such as the 1973 war. The Israeli discourse cannot imagine a scenario in which the State of Israel and the Zionist project will recover from the crisis. Despite obsessive discussions about recovery (Bachar 2024), the need for national unity (Shwartz 2024), waging war until the “total victory” (Tharoor 2024)—the public discourse is full of Cassandrian predictions of doom—and every failure of the public institutions, whether in education, housing, electricity production, or health care, is seen as the tip of a much bigger iceberg (Motsky 2024). A state, its political economy, and its political culture require more than just institutions de jure to function. It requires a collective belief in a sustainable political project with a perspective into the future. The future of the people living in historical Palestine, between the river and the sea, whether Palestinians or Israelis, is very uncertain, but one thing seems almost certain—the current political system will not stay in place for long—and the process of its collapse carries a tremendous economic significance. It is too early to say how exactly the political changes effect the economic changes. The threat of economic crisis is tremendous, just as economic efforts are needed to recover from the war, rebuild the Gaza Strip, and treat the physical and mental injuries suffered. It can lead to default on the debt, hyperinflation, and pauperization of thousands. But the potential for ending Palestine’s isolation in the Middle East and opening trade, the resources diverted from security and the military to civilian purposes, and a recovery of the tourism sector can paint a positive scenario as well. Liberal Zionism developed an effective, albeit highly immoral, strategy of settler colonialism. It cultivated a strong Jewish collective around a myth of individual sacrifices for the sake of the nation. This strategy contributed to Israel’s ability in its first decades to expand its territory through illegal occupations while maintaining good relations with the West. But in the long run, it contained the dialectic seeds of its own destruction. Younger generations were taught to accept the achievements of liberal Zionism as permanent, so why should they sacrifice anything? For decades, liberal Zionists warned that the populist right wing undermines the foundations of the Zionist project itself. But even though these warnings were accurate, liberal Zionists failed to acknowledge how the system of Jewish supremacy and apartheid that they have established eventually and unavoidably led to the takeover of the Zionist project by an entitled and unstrategic generation. An important caveat must accompany this article. The weakness of Israeli institutions is in their ability and their willingness to perceive reality. All three historians quoted here for their texts about the imminent end of the Zionist project share a common blind spot: they do not acknowledge the role of the Palestinian resistance in bringing down the Zionist project, and speak in terms of tragedy (the tragic hero bears responsibility for his own downfall). The caveat here is that I too, the author, may not necessarily be in a better position to perceive reality. 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Defense & Security
The national flag of the Arab League on the background of flags of other countries

Arab-Israeli Mix: Low-scale Protests and the Increase in Terrorism Following the Outbreak of the Swords of Iron War

by Gadi Hitman , Nesya Rubinstein-Shemer

AbstractThis article seeks to examine the behavior patterns of the Arab society in Israel since the Israel-Hamas War began in October 2023. The uniqueness of this population is the ethnic-national and religious differences between it and the Jewish majority and their identification with the Palestinians. Theoretically, the behavior patterns will be analyzed using a model of three variables: religion, citizenship, and nationality. This qualitative study, based on interviews, media clips, and public statements by Arab public leaders, identifies several opposing trends: an increase in the scope of terrorism, protests on a limited scale, and the lack of a uniform response by the Arab leadership to the Hamas attack and the war that followed it.KeywordsArab society in Israel, terror, protest, leadership, Hamas, citizenship, identity Introduction On October 7, 2023, Hamas-led militants attacked Israel, killing more than 1,100 Israelis, including at least 20 Arab citizens. The Israeli response was a declaration of war on Hamas, which led to mass destruction within the Gaza Strip. As of December 2024, according to the Palestinian Ministry of Health in Gaza, more than 46,000 Palestinians have been killed by Israeli forces (AP, 2025). This is the highest number of victims on the Palestinian side since 1948. This figure raises a question regarding the reaction of Arab society in Israel, whose ethnic-national identity is the same as that of the Palestinians in the Gaza Strip and the West Bank. Scholars dealing with majority–minority relations, as in the case of Jews and non-Jews in Israel, tend to agree that 1948 was a turning point that affected the mutual relations between the parties. Israel became a sovereign state for Jews, which obliged it to establish a policy toward the non-Jewish minority, also called the Arabs in Israel. The established policy was based on two pillars: First, Israel sought to be a democracy, and hence, basic rights, such as citizenship, were given to the Arab minority. Second, Israel saw the Arab minority as a security threat due to its ethnic and religious affinity with the larger Arab world. This concern led to the imposition of a military administration (1948–1966) on the Arabs in Israel, which led to the creation of, on the ground, the following reality: a Jewish majority lives alongside an Arab minority. Both sides held common citizenship but differed in two characteristics, religion and nationality. This is how majority–minority relations revolve around a fixed triangle that serves as a basis for analyzing mutual relations both in routine and in cases of tension between the parties (Boimel, 2007). Historically, the Arabic society in Israel has recorded many incidents of protests on national, religious, or civil grounds. Protest events that degenerated into violence included 1958 events in Nazareth; on Land Day in 1976; in 1982 after the massacre in the Palestinian refugee camps in Lebanon (Sabra and Shatila); in the case of Umm el-Fahem lands in 1998; in the events of October 2000, and in May 2021 (Hitman, 2023). The ongoing war between Hamas and Israel since October 2023 is another case study that makes it possible to analyze the behavior of Arab society in Israel. Theoretical Framework The interaction between the state (or regime) and the people, namely, civilians, residents, illegal immigrants, and foreigners, is among the prominent topics that have been studied in recent decades (Coutin, 2011; Nyers, 2018). The existing sociological, political, anthropological, and legal literature delineates and analyzes case studies of confrontations between these parties worldwide. When case studies of mass protest or collective violence are discussed, the relevant questions are why, when, or what led to the clash between the state and the people and what led to an escalation. Every group of people has six potential methods to use when it is forced to respond to a regime’s policy or when it strives to achieve its goals through self-initiative: dialogue, separatism, indifference, identification, protest, and violence (Hitman, 2020). Israel is a multicultural country with a heterogeneous population consisting of Jews and non-Jews. Within these two categories are cultural subcategories: among the Jews, there are ultra-Orthodox, religious, traditional, and secular communities. Among the non-Jews, there are Arabs (Muslims and Christians), Druze, and other religious, ethnic, and linguistic minorities who have cultural freedom. As far as this study is concerned, the analysis distinguishes between the Jewish majority and the non-Jewish or Arab minority, whose religious and national identity is not that of the Jews. The cultural, religious, ethnic, and national diversity in such diverse societies raises questions about minority rights and how to achieve them. The differences between the Jewish majority and the non-Jewish minority are religious and national. The common denominator is that they are all citizens of Israel. The differences between the groups within Israel and the fact that the Israeli-Palestinian conflict has not yet come to a solution create a basis for friction between the parties on religious, national, or civil grounds. The last outbreak in May 2021 came after more than two decades of peaceful relations between the Arab minority and the Jewish majority following the events of October 2000 (Barnea, 2024). During these decades, Israeli Arab citizens, most of whom define themselves as Palestinians, had several opportunities to escalate the security situation within the state and challenge the regime: Operation Defensive Shield in Jenin (2002), the Second Lebanon War (2006), Operation Cast Lead (2008), the Marmara Flotilla (2010), Operation Pillar of Clouds (2012), Operation Protective Edge (2014), and the Nation-State Bill (2018) passed by Knesset. In all these cases, the Arab Israeli citizens’ response was to protest within the framework of the law (Frisch, 2017). The conceptual framework and the brief historical overview allow a discussion of the action patterns of Arab society in Israel following the war that began in October 2023. Even if the end date of the war is still unclear, it seems that after more than a year of ongoing hostilities, certain trends within this population can be pointed out. This article seeks to assert two preliminary claims. First, the scale of protest by Arab society in Israel in response to the war in Gaza is low and offers several explanations for this. Second, there has been a moderate increase in the scope of terrorism by individuals within Arab society, apparently due to the influence of the war. The article also aims to analyze the public statements of the Arab leadership in Israel and examine whether there is a consensus or differences in approaches that originate from different ideologies. Based on the triangle model of citizenship, nationalism, and religion, the study hypotheses are: 1) The increasing number of terrorist attacks, as noted below, carried out by Israeli Arabs since October 2023 indicates identification with the Palestinians in Gaza on a national basis. 2) The limited number of protests within the framework of the law reflects a tendency of most of the Arab public to prefer Israeli citizenship over national or religious identification with the Palestinians and with Hamas. 3) The public positions of the Arab leadership reflect ideological differences: Mansour Abbas adheres to a civil partnership, while his political opponents from the Joint List cling to their Palestinian national identity. Methodology This study adopts a combined qualitative and quantitative methodology based on the three hypotheses it seeks to confirm or refute. In the quantitative aspect, it maps the cases where there was a possibility of protest or violence on the part of the Arab society in Israel following the outbreak of the war in October 2023. Such events could be protests against the delivery of the law, clashes with the security system, or terrorist acts against Jews. Qualitative research aims to examine feelings, ideas, and experiences that are often impossible to translate into quantitative numerical data. The religious, national, or civil narrative is the most common tool to examine feelings and thoughts in qualitative studies because it allows researchers to analyze testimonies from their statements and activities. Thus, qualitative methodologies are likely to be used when seeking perceptions, opinions, and approaches, as in this specific study (Ugwu & Eze Val, 2023).In the qualitative aspect, statements were collected from the Arab society on social networks, leading Israeli and global news websites, and statements from public figures at the national level. It was then analyzed according to keywords relevant to this study, such as Israeli occupation, jihad, condemnation of Hamas terrorism, support for Palestinian terrorism, and identification with the victims in Israel and Gaza. Incidents of Terrorism In general, the number of Israeli Arabs involved in terrorism since 1948 is low (Abu Mookh, 2023; Kobowitz, 2019). Despite ethnic-national and religious diversity, which creates significant potential for sparking violence, various reasons have led to a trend of low-volume terrorism. An analysis of the data in the decade preceding October 2023 reveals the following picture: 1) According to the Israeli Security Agency (ISA), in 2013, the involvement of Israeli Arabs in terrorist attacks continued to be minor. The characteristics of terrorism in this case were twofold: going to Syria and joining ISIS or connecting to terrorist infrastructures of Palestinians in the West Bank (Shabak, 2013). 2) Most terrorist incidents involving Israeli Arabs in 2014 (a total of 10 cases) were related to outbreaks of protest and disorder, which included the use of Molotov cocktails attacks against Jewish drivers and setting fire to their cars. One case of the murder of a young Jewish woman by a Bedouin taxi driver stands out (Shabak, 2014). 3) In 2015, there was an increase (a total of 41 Israeli Arabs joined ISIS; a total of 15 terror attacks) in the scope of terrorism committed by Israeli Arabs: shooting and stabbing attacks in which 2 Israelis were killed and 13 wounded. This was also a year in which ISIS was at its peak, and this affected dozens of Israeli Arabs who joined its ranks. ISIS terrorist cells were exposed in several Arab communities, and Israel’s security forces arrested 41 Israeli Arabs (Shabak, 2015). It was likely due to the influence of propaganda by ISIS, which included calls to harm infidels. Between 2018 and 2022, the trend of terrorism by Israeli Arabs continued on a low scale (Abu Mookh, 2023; Kobowitz, 2019). An exception was the month of May 2021, in which violent clashes occurred between Arabs and Jews and security forces (Wall Guard incidents). These attacks resulted in the deaths of 14 Israelis, the vast majority of them members of the security system, such as soldiers and police (Nassar, 2022; Schlesinger, 2018). Regardless, the average number of attacks carried out by Israeli Arabs was four per year, significantly lower compared to the number since the war in Gaza began in October 2023. This indicates that the majority of Arab society has chosen to uphold the law and not risk punishment on criminal or security grounds that have the potential to harm the chances of integration into Israeli society. In this case, the civil element prevailed over the other elements in the relationship triangle. Based on media reports, since October 7, 2023, there has been a real increase in terror attempts and attacks by Israeli Arabs against Jews (mainly security forces). Based on various media and newspaper sources, one can identify that at least 13 cases were registered since October 7, of which Israeli Arabs executed 9 attacks and 4 were thwarted by the Israeli security forces. An analysis of these cases leads to the following insights. First, most of the perpetrators chose to commit stabbing attacks (six cases). In other cases, there were mob attacks, throwing stones, and one an attack that was a combination of a mob followed by an attack with an ax. Second, all involved were males between the ages of 13 and 28. An unusual case involved 9- to 10-year-old children throwing stones in the city of Lod (central Israel). Third, two Jews were murdered, and at least ten were injured, some of them severely. Fourth, all the attacks that were not thwarted were carried out by a single attacker and without the support of institutionalized terrorist organizations. Most of the victims were killed, and most of the perpetrators were affected by the security escalation in Israel, which is also a combination of religious (Hamas) and national (Palestinian) identification of the perpetrators. Finally, a geographic analysis of the attacks indicates diverse areas that include the north of Israel (4), the center (3), and the south (2) (Elbaz et al., 2024; El-Hai & Zeitoun, 2024; Eli & Moghrabi, 2024; Lalotashvili, 2023). An analysis of the terrorist attacks by the Arab population in Israel would not be complete without referring to terrorist attempts that the security forces in Israel managed to thwart. In March 2024, the Israeli media revealed that the Shin Bet and the police had uncovered a cell headed by Muhammad Khaled and Muhammad Yosef, residents of the city of Sakhnin (northern Israel). They intended to carry out terrorist acts in Israel, and members of their group purchased weapons originating from the West Bank. Khaled was in contact with the Hamas infrastructure in the Gaza Strip, which provided him with instructions for preparing explosives and directed him to recruit more members to promote terrorist activity (Alkalai, 2024). A senior police officer estimated that the events of the war in Gaza led to the decision of several individuals to establish a terror cell as part of their identification with Hamas. As part of the cooperation with the Palestinians (Hamas members from the Gaza Strip), the possibility of damaging strategic facilities within Israel was also examined (Hachmon, 2024). In July 2024, three young civilians from Kalansawa (central Israel) were arrested on suspicion of having contact with Palestinian terrorists from the West Bank and supplying weapons to terrorist elements. As part of the investigation, among other things, a pipe bomb, an M16 rifle, a Carlo rifle, another gun, and ammunition were seized (Diaz, 2024). In April 2024, a terrorist network consisting of Arab Israelis and Palestinian residents of the West Bank was exposed for conspiring to carry out serious and extensive terrorist activity throughout Israel (Koriel et al. 2024). The head of the cell is Bilal Nasasara, an Israeli Arab living in Rahat in the south of the country, who was responsible for recruiting operatives from Israel. During their investigations by the ISA, it was revealed that the suspects planned to carry out attacks near IDF bases and secure facilities, including the Ben-Gurion Airport. They also planned to assassinate the Minister of National Security Itamar Ben-Gvir after obtaining an RPG missile and kidnap IDF soldiers (Hacohen, 2024). Casualties among Israeli Arab Society following Hamas’ Attack The analysis of the terrorist data is only part of the characteristics and phenomena of the Arab society in Israel since October 2023. Close to 30 Muslim Arabs, citizens of Israel, were also murdered by Hamas (Goldman & Koplewitz, 2023) despite a fatwa from Hamas itself that forbids harming them (Izz al-din al-Qassam, 2022). Among the murdered were pregnant women (Sharon, 2023). These figures and the cases presented below illustrate the shared fate of living together as citizens of Israel. In this respect, the terrorist attack by Hamas did not distinguish between Jewish and Muslim victims. One of the prominent phenomena observed during the Hamas attack on Israel was the mutual guarantee between Jews and Muslims, all citizens of Israel. The story of Amer Abu-Sabila illustrates the shared fate of Muslims and Jews on October 7. Abu-Sabila, a 25-year-old father of two toddlers and an Israeli citizen from the Bedouin community in the Negev, saw Hodaya, the mother of two young daughters, in her car trying to escape the scene after her husband had been murdered before her eyes. Due to the intensity of the trauma, she was having difficulty driving, so Abu-Sabila got into her car to take her and her daughters to what he thought would be a safe place—Shderot police station. No one knew that at that time, armed terrorists were surrounding the police station building to take it over. When they arrived at the police station, Amer and Hodaya were murdered by Hamas terrorists, while the two little girls, aged 3 and 6, lay on the floor of the car in the back seat, witnesses to the horror (Times of Israel, 2023). Eventually, the two girls were rescued by the Israeli security forces who arrived at the scene a little later (Gabai, 2023). Abd al-Karim Nasasara from the Bedouin settlement of Kseifa in the Negev was also murdered by Hamas terrorists when he tried to rescue young people from the Nova music festival in Re’im (October7memorial, 2023). The 23-year-old Awad Musa Darawshe, from the northern Israeli village of Iksal, was in the festival complex as an ambulance driver and paramedic. When the terrorists entered, he found himself being approached by many wounded. He chose to stay and care for them until he was murdered (Hauzman, 2023). Yosef al-Ziadna, a resident of Rahat, was a minibus driver who took young people to the Nova festival on Friday. When frightened young people called him on Saturday morning at the start of the Hamas attack, al-Ziadna did not think twice and went to rescue them despite the entire area being under attack. With extraordinary bravery and despite continuous gunfire, he tried to save as many young people as possible. He managed to get 30 survivors of the massacre into his vehicle and save their lives. Al-Ziadna himself lost a relative who was murdered, and four of his family members were kidnapped to Gaza (Kidon & Cohen, 2023). Condemnations of the Hamas Attack among Arab Leaders The Arab political leadership in Israel is divided upon ideological lines: there are communists, Islamists, and nationalist parties. Among the Islamic parties is the United Arab List or the southern branch of the Islamic Movement (hereafter: Ra’am), headed by Knesset member Mansour Abbas. Ra’am represents the southern faction of the Islamic Movement in Israel. In contrast, the northern faction of the Islamic Movement, led by Sheikh Raed Salah, was outlawed by the State of Israel in 2015. On the other side, there are nationalist parties—Balad, led by Sami Abu Shehadeh, and Ta’al, led by Ahmad Tibi—and the communists (Hadash), led by Ayman Odeh. This section examines some of the statements of Arab leaders in the wake of the October 7 attack (Hitman, 2018). Mansour Abbas was the first Arab leader to condemn the Hamas attack as early as noon on October 7, when the dimensions of the disaster were not yet so clear. On his Twitter account, he denounced the “unfortunate, tragic, and obscene” events and called on all citizens of the country, Jews and Arabs, to behave responsibly and not be drawn into incitement. On October 10, he called on Hamas to release the abductees in their hands because “Islamic values command us not to imprison women, children, and the elderly” (Abbas, 2023). On November 6, he became the first Arab leader to meet with the heads of the families of the abductees (Shavit, 2023). On November 10, Abbas said in a TV interview that since the beginning of the war, he had been working as hard as possible to help free the hostages by appealing to religious leaders in the Muslim world. He watched the documentary Bearing Witness to the October 7th Massacre to feel the pain of the victims (Shinberg, 2023). Abbas also called for the removal of Knesset member Iman Khatib Yassin from his party, who claimed there was no massacre. He came out against the Balad demonstration that took place the day before—November 5, 2023—and claimed that Balad does not represent the mindset of Arab society. What does represent the mood in Arab society, according to Abbas, is the survey conducted by the Israel Democracy Institute in November 2023, which showed an unprecedented record of 70% identification of Israeli Arabs with the state (Abu Mookh, 2023). He concluded by saying that the goal is for Jewish and Arab societies to overcome this crisis together in peace (Oko, 2023). Statements and actions of this kind reflected Abbas’s choice of a civil partnership between Jews and Arabs in Israel, a position he has been advocating in recent years and stands in contradiction to the position of other political parties that prefer to highlight the Palestinian national identity. In another survey conducted by the Israel Democracy Institute (December 25, 2023), more than half of Arab society supported the positions of Abbas, according to whom the Hamas attack does not reflect Arab society and the values of Islam. Furthermore, most Arab societies supported the war effort (As’ad & Kaplan, 2023). Ahmad Tibi condemned the harm to civilians (but not fully), hurled accusations at the government and the Israeli right wing, and wrote about the need for an end to the occupation and peace for all parties (Tibi, 2023). On October 11, Tibi spoke about the efforts he was making to prevent incitement in the mixed cities, and on October 13, he addressed the Knesset, speaking about the difficult times and the horrific acts of murder committed in the South. He also spoke about the fact that there were Jewish victims as well as Arabs (Muslims) and condemned the events, but at the same time, he stated that revenge in the Gaza Strip was not the solution to the conflict (Tibi, 2023). Ayman Odeh wrote on his Twitter account on October 10, 2023 that the blood of the innocent was crying out and that there was another way, the way of peace, to be realized through the vision of two states (Odeh, 2023). In another post on the same day, he wrote that he had made calls to console his Jewish friends from Netiv HaAsara, his Arab friends from the Negev, and his friends from the Gaza Strip for the loss of their loved ones (Odeh, 2023). On October 11, Odeh, like Tibi, wrote that he was trying with local leaders in mixed cities and with the police to prevent violence and called on the Arab public to show restraint and responsibility. On October 13, in his speech in the Knesset, Odeh stated that nothing in the world, not even the occupation, justified harming civilians. He claimed that revenge in the Gaza Strip is not the solution and that only a political solution aimed at peace would bring security (Odeh, 2023). Theoretically and empirically, these statements reflected rhetorics to merge authentic sympathy for the Israeli (Jew and Arab) victims and, at the same time, to call for a solution to the ethno-national conflict between Israel and the Palestinians. Sami Abu Shehadeh did not condemn the atrocities of October 7. Instead, he accused US President Joe Biden of giving Israel the green light to carry out ethnic cleansing of Gazans, expressing his pain about this (Abu Shahadeh, 2023). On October 17, Abu Shahadeh wrote on Twitter of the hypocritical Western approach toward Israelis and Palestinians. Given Biden’s visit to Israel on October 18, he asked whether Biden intended to pass through the Gaza Strip and see the Israeli damage or talk to the families of the injured Gazans (Abu Shahadeh, 2023). Raed Salah, the leader of the northern faction of the Islamic Movement, distributed a video on Al-Jazeera in which he addressed the international audience and asked every Muslim, Christian, and Jew to call for an end to the war (YouTube, 2023). He called on the public to spread peace, oppose damage to mosques, churches, and synagogues, and allow freedom of prayer. He spoke against harming the innocent: the elderly, women, and children (Al-Jazeera, 2023). In this video, Salah used general phrases about harming innocent people. There was no reference in it to the massacre committed by Hamas on October 7 or its condemnation. A month after the start of the war, Salah appealed in an interview on Al-Jazeera to every person of conscience in the world to call for an end to the humanitarian disaster in the Gaza Strip. In addition, he praised the European nations, who, unlike their governments, showed humanity and took to the streets (YouTube, 2023). Sheikh Salah’s activity reflects full religious identification with Hamas (both movements emerged from the Muslim Brotherhood). His call for a worldwide protest against Israel’s actions in the Gaza Strip was the maximum he could do. He chose not to incite a protest inside Israel because the faction he heads was outlawed, and he knew he risked another indictment. In this case, he took advantage of his right as a citizen in a democratic country to raise his voice without breaking the law. Kamal Khatib, Salah’s deputy within the northern branch of the Islamic Movement, also ignored Hamas’ atrocities and focused on accusing the Israeli side. On October 11, he wrote on Facebook that there was Jewish incitement against Arab Israeli leaders and that Jewish groups had distributed lists with the names and addresses of Arab leaders in Israel and defined them as a fifth column (Khatib, 2023). He said that the threats would not affect them or change their identity. He signed off the post with the following sentence: “We are getting closer to salvation, be happy” (Khatib, 2023). On October 24, he uploaded a video to the YouTube channel of Muwatini 48, a channel associated with the northern faction of the Islamic Movement, under the title: “Has the military government returned?” In the video, he said: “Since 7 October, what has happened in Israel, our people in the Palestinian interior have been exposed to an unprecedented attack.” He talked about gagging, preventing demonstrations, and preventing freedom of expression, as well as about the hundreds arrested and indicted. He concluded by saying he was not afraid of any threat and was proud of his Palestinian and Islamic identity (YouTube, 2023). In terms of reviewing the statements of the leaders of the Arab public after the massacre of October 7, their statements are not uniform and reflect personal (and collective) identity and ideology. The Islamic Movement’s Northern Branch was careful about expressing support for Hamas but emphasized religious and Palestinian identity. The nationalists focused on the Palestinian side being the victim of the conflict, and the communists called for a peaceful solution and coexistence between the parties. Anti-war Protests among the Arab Public Hamas attempted to recruit Israeli Arabs to its ranks as early as on October 7. In a recorded speech published on that day, Muhammad Deif, the commander of the military wing of Hamas, called on the Arabs of Israel to join Hamas (YouTube, 2023). Hamas sees the Israeli Arabs as a significant force that can help them in any conflict with Israel due to their proximity to major traffic routes and population concentrations (MEMRI, 2023). Previously, in May 2021, Hamas managed to mobilize the Israeli Arabs, who broke out in violent riots all over the country, especially in mixed cities (Hitman, 2023). Scholars in the Muslim world affiliated with Hamas also tried to harness the Muslim citizens of Israel for war against the State of Israel. For example, on November 7, 2023, the International Union of Muslin Scholars (IUMS) issued a fatwa regarding the duty of the governments of Arab countries and Muslims worldwide concerning the war in Palestine. They stated that all Muslims have an obligation to go out and fight for the victory of Gaza; according to the circle theory, with the first circle being the Palestinians in the West Bank, the second being the 1948 Arabs living in Israel, followed by the Arab countries neighboring Israel and, finally, the other Arab and Muslim countries (Ijtihad & Fatwa Committee of the International Union of Muslim Scholars, 2023). All these efforts were made based on a common national and religious identity. Unlike May 2021, when Israeli Arabs erupted in violent riots all over Israel, the religious leadership of the Muslims in Israel, namely the Islamic Movement’s two factions, did not respond to this call by IUMS. The Arab society in Israel responded to the war in Gaza with demonstrations and manifestations of protest. An exception in this context is the story of teacher Rami Habiballah from the north of Israel, who contacted Hamas operatives abroad to promote terrorist attacks in Israel during the war (Senyor & Mughrabi, 2024). The constant dilemma of the Arab residents of Israel, based on the triangle model presented in this article, was also expressed in the manifestations of the protest. On the one hand, some lost their family members in the war, and, on the other hand, some called for an end to it, claiming identification with Gaza. On October 12, 2023, the police dispersed a 15-vehicle Hamas support convoy in Umm el-Fahem and detained four people for questioning (Machol, 2023). On October 18, before the IDF’s ground invasion of the Gaza Strip, Arab demonstrators took to the streets of Haifa Um el-Fahem and Taiba, calling for an end to the war in the Gaza Strip. Following the demonstrations and clashes with the police, several protesters were arrested (Khoury, 2023). On November 9, 2023, senior figures in the leadership of the Arab public, including Muhammad Barakeh, head of the Monitoring Committee of the Israeli Arab Leadership, and senior members of Balad (Abu Shehadeh, Hanin Zoabi, and Mtanes Shehadeh), organized a demonstration against the war in the northern city of Nazareth. The senior leadership of the Arab public in the country was invited to the demonstration. The demonstration was dispersed because the police claimed it was illegal (Sha’alan, 2023). In January 2024, a protest was held in Haifa to stop the war. This protest was the first of its kind, as both Jewish left-wing activists and Israeli Arabs from Haifa attended it. The protesters called for peace, an end to the war, and a stop to the cycle of bloodshed (Al-Jazeera, 2024). Unlike previous protests, the participants were asked to demonstrate their shared citizenship and concern for the victims and express their hope for ending the conflict. On March 2, 2024, a demonstration was held in Kafr Kanna. The demonstration was organized by the Supreme Monitoring Committee of the Israeli Arab Public after many difficulties in obtaining the necessary approvals from the Israeli police. In this demonstration, calls were heard for an end to the war in the Gaza Strip, identification with the Palestinians, and resistance to the occupation. In addition, Barakeh addressed the common national identity of the Israeli Arabs and the Palestinians, stating that the Arab public would not forget what is happening in the West Bank and the Gaza Strip and that the Arab public was best suited to protecting Al-Aqsa and the holy places from “the occupying Zionists” (Halevi, 2024). It can be observed that despite the severe war in the Gaza Strip, the destruction, and the many Gazan casualties, there was no escalation in the reaction of Israeli Arabs. Unlike the violent events of May 2021, they chose to maintain a low profile and limit their actions to calling for an end to the war through nonviolent demonstrations. This pattern of sporadic demonstrations led residents of the Gaza Strip to accuse Israeli Arabs of not participating in the protests, not supporting Gazans, and remaining silent throughout the war (Zbeedat, 2024). This situation can be understood considering that Israeli Arabs were also affected by the Hamas attack. Two additional reasons for the lack of violent incidents between Jews and Arabs are the enforcement policies of the Israeli police and the Ministry of Justice against expressions of support for Hamas or Gaza and the informational campaign by the Israeli government aimed at the Arab public (Sha’alan, 2024). In practice, the Israeli establishment implemented a stringent enforcement policy against anyone suspected of supporting Hamas or encouraging terrorism within Israel, particularly on social media. This was the case in November 2023, when the police arrested 103 suspects for expressing support for Hamas, with 46 indictments filed. In comparison, from 2018 to 2022, only 88 indictments were filed (Ma’anit et al., 2023). The fact that in the summer of 2024, the number of demonstrations by Arab society against the war has significantly decreased shows not only a routine in the shadow of war but a growing understanding that despite identification with the Palestinian nation, life has its own dynamics, and being citizens of a democratic state creates opportunities for them (alongside threats due to being a minority group). In almost all cases, the decision to stick to peaceful demonstrations is an expression of the clear preference of the Arab public to stick to their citizenship. The fact that the police arrested a few hundred out of a population of 1.5 million is also evidence that the majority of Arab society in Israel sympathizes with the Palestinian nation but remains indifferent when it is required to act in protest or violence to promote Palestinian national interests. Finally, the ongoing war has increased the lack of trust between Jews and Arabs. It is a common phenomenon in majority–minority interaction, especially when the political–identitarian conflict is intractable (Vered & Bar-Tal, 2017). The two cases below illustrate this argument: • Maisa Abd Elhadi, an Arab citizen of Israel from Nazareth, is known for her roles in numerous Israeli series and films and for representing Israel at international festivals. After the Hamas attack, Abd Elhadi posted content on social media expressing support for the terrorist organization and showing enthusiasm for the abduction of Israeli soldiers and civilians to the Gaza Strip (Sever & Machol, 2023). As a result, she was detained for questioning by the police, the broadcasting company HOT announced the termination of its association with her, and her representation agency, Kafri ended its contract with her (Mish’ali, 2023). Ultimately, she was released after 1 day of detention and placed under house arrest with restrictive conditions until December 2024 (Moshkovitz, 2023). • Dr. Abed Samara, the head of the cardiac intensive care unit at Hasharon Hospital, was suspended from his position in mid-October after the hospital’s management interpreted posts he made on Facebook expressing support for Hamas (Drucker, 2023; Efrati, 2023). After a month and a half of suspension and a battle to clear his name with the hospital administration, Samara decided in early December to leave the hospital where he had worked for 15 years due to the hostile atmosphere and the breach of trust between him and the management. The war between Israel and Gaza since October 2023 was another opportunity for Hamas to mobilize Arab society in Israel to support it on the basis of a common national identity. The long duration of the war resulted in reactions within the Arab society that highlighted identification with the Palestinian victims which was mainly expressed in support from afar through social platforms. Along with this, there was a minor increase in the number of terrorist attacks, although the protest was in low numbers. The Israeli government, against the backdrop of the war, took a rigid approach toward Arab demonstrators in an attempt to deter any escalation. Yet, the vast majority of the Israel Arabs did not participate in protests or engage in violence. Conclusion Like previous conflicts between Israel and the Palestinians, the war in the Gaza Strip once again illustrated the complexity of Israeli Arabs’ reality and identity. They have Israeli citizenship and live among Jews. At the same time, their national and religious identities are different from the Jewish majority. This permanent situation and their activity since the beginning of the war in the Gaza Strip in October 2023 lead to several conclusions. First, they have no immunity against possible harm from terrorism. Second, their national and religious identity led a small number of them to act illegally and violently and carry out terrorist attacks against Jews. Third, compared to 2014, there has been an increase in the number of terror attacks carried out by Israeli Arabs. It is an outcome of shared national (and sometimes religious) identity with the Palestinians. Fourth, the vast majority of Arab society in Israel did not take part in protests or violence in response to the war. They remained passive and continued their lives without risking punitive measures from the government. In this context, it is worth noting that there has been an increase in the Arab society’s level of fear of the Israeli establishment, and some of the elements representing it have announced strict enforcement in the case of identifying with Hamas or breaking the law. Finally, the Arab leadership is not united in its attitude to the war. Their public statements reflect a traditional ideological difference, which puts an insurmountable barrier to forming a unified front of a minority society that constantly asks to improve its standard of civil life. 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 iDGadi Hitman https://orcid.org/0000-0002-9018-1241ReferencesAbbas Mansour. (2023, October 7). 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