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Diplomacy
President of China Xi Jinping

The Dawn of Xivilization: Israel and China’s New Global Initiatives

by Tuvia Gering

In the last two years, China's leader, Xi Jinping, has announced three global initiatives: the Global Development Initiative (GDI), the Global Security Initiative (GSI), and the Global Civilization Initiative (GCI). What exactly are they, how do they differ from the Belt and Road Initiative (BRI), and what do they imply for the State of Israel?  In the last two years, Chinese leader Xi Jinping has announced three global initiatives: the Global Development Initiative (GDI), the Global Security Initiative (GSI), and the Global Civilization Initiative (GCI). These new initiatives are a means of bolstering the legitimacy of the Chinese Communist Party, with Xi at its head. More importantly, they reflect how China’s foreign policy has evolved and the lessons learned from its global engagement in the ten years since

Diplomacy
President of Russian Federation Vladimir Putin

Putin’s Tactic of Inaction Could Backfire at Home

by Tatiana Stanovaya

Putin’s plan is to wait out what he sees as inevitable changes in the West and Ukraine. These days, however, Russia’s elites are liable to see defeatism in inaction.Nothing is happening in Russia. At least, that’s the impression given by Vladimir Putin over the past six months. On some level, the president has been extremely active, secretly micromanaging the war effort and publicly pretending to be dealing with routine matters from meetings on the economy to the launch of a tram line in the occupied Ukrainian city of Mariupol. Yet there are no presidential initiatives in the works for adapting the country to the new wartime reality and all that it involves.  Putin has stubbornly remained disengaged in this sense, despite drone strikes on the Kremlin, mercenary boss Yevgeny Prigozhin’s crusade against the Defense Ministry, and even Ukraine’s looming counteroffensive. He prefers to give lectures on history and offer optimistic assessments of Russia’s economic prospects—and pessimistic ones of the West’s. This doesn’t mean, of course, that there really is nothing happening in Russia: quite the contrary. But what is happening has far less to do with the president’s plans or strategic interests than it does with the corporate interests of individual departments and figures. What is happening is largely a response to the worsening conditions facing Russia. Take the digitization of Russia’s system for issuing conscription notices, a move forced by the difficulties surrounding conscription during a war that is not going according to plan. Or how repression has deepened, in an attempt at self-preservation by the system amid fast-growing geopolitical risks and fears of defeat. Repressive inertia and self-aggrandizement by major institutions such as the FSB and the defense and finance ministries have driven many recent decisions, including the return of ideology. Justice Minister Konstantin Chuichenko has spoken openly about the possibility of introducing a new official ideology that would extend to education, cinema, theater, and poetry. This process has long since ceased to be under Putin’s direct control and is now developing independently of him, albeit with his passive consent. Here and in other important debates, Putin’s voice is absent. Should Russia’s borders be closed? Should those who have already left have their rights restricted? Who is to be exempted from mobilization? How are those designated as “foreign agents” by the state to be punished? What should be done about Prigozhin? How should the country respond to incidents like drone strikes and attempts to assassinate “ultra-patriots”?   The stances of parliamentarians, party leaders, cabinet ministers, military bloggers, and the security services on these and other matters are all well known. Yet Putin says nothing, intervening only to take steps such as retreating from the key Ukrainian city of Kherson, suspending Russia’s participation in the New START nuclear agreement, or pulling out of the Treaty on Conventional Armed Forces in Europe. Even in his long-awaited address to the Federal Assembly, he merely listed measures already taken by the government. Today, Putin is just about the only person in Russia who is not increasingly engaged in politics, from former president Dmitry Medvedev, State Duma speaker Vyacheslav Volodin, and Security Council head Nikolai Patrushev to Prigozhin, the war bloggers, and television hosts. It is as though the president has recused himself, devoting himself to secret military and geopolitical matters, the details of which are known to few. This is not a sign of fear or weakness. Rather, it reflects Putin’s growing messiah complex. At present, literally all his political hopes and plans hinge on external changes that are out of his control. Putin has no instruments or resources with which to change the situation in his favor. Yet he believes that the world will change all the same and deliver him Kyiv’s capitulation.  Putin’s plan is to wait out what he sees as the inevitable transformation of the West and Ukraine. Any fear of a Ukrainian counteroffensive has given way to the conviction that little will change on the battlefield, beyond minor setbacks that he is prepared to tolerate. The calculation in the Kremlin is that absent a military breakthrough, Ukraine’s elite will fracture, leading to the emergence of a “party of peace” (i.e., capitulation), while in the West, internal divisions will force cuts to military and political support for Kyiv. Putin’s hopes cannot be dismissed as completely baseless, but his problem is that this approach is anathema to Russia’s restless political class. For all its loyalty and pliability, it has evolved dramatically during the war. These days, Russia’s elites are liable to see defeatism in inaction. All of this creates the conditions for the political ambitions of parastatal actors to soar. Despite their reputation for being instruments of the Kremlin, they are gradually building political capital and may one day run out of patience with the regime and challenge it. Already, Putin is struggling to explain what exactly he is waiting for.    In the first months of the war, many took notice of how the once-marginal pro-war “ultra-patriots” had matured politically and come to dominate the information space. Today, the officious hawks, such as Medvedev, Volodin, and Patrushev, are losing their place in Russian politics to the angry patriots, including Prigozhin, former Donbas commander Igor Strelkov, and the war bloggers. Compared to each other, the former seem like opportunists and armchair generals, while the latter, having emerged in combat conditions, look much more like the real thing.  The regime is not under threat so long as Putin’s ratings remain stable, and besides, the mechanism of power is still completely under his control. Yet his public paralysis and refusal to assume responsibility for the resolution of the most pressing problems facing Russia cannot but render him and his courtiers politically irrelevant and create a vacuum to be filled by the ultra-patriots. The day may come when Putin finds himself dependent on a once harmless bunch made dangerous by his opacity and inaction.

Energy & Economics
Almerimar, Spain: desert landscape with many plastic greenhouses and an old abandoned truck

Spain prays for rain on the plain

by William Chislett

Spain is suffering a prolonged drought, sparking water rationing in some parts of the country because of depleted reservoirs, causing the wildfire season to start months earlier than usual and destroying crops or farmers deciding not to plant them, which could push up food inflation (13% in April).  April was abnormally hot. The state meteorological agency Aemet said temperatures were between 7ºC and 11ºC above the average, making that month the hottest since records began in 1961. The temperature at one point in Andalusia reached an unprecedented 38.8ºC in Córdoba, underscoring Spain’s vulnerability to climate change. The temperature cooled down in May, but there was very little rain.  Spain’s dramatic situation came as the World Meteorological Organisation predicted that annual average temperatures will most probably break records again in the next five years.  So desperate are people for rain that parishioners in the Andalusian city of Jaén held a procession this month, bearing aloft a statute of Christ known as El Abuelo and calling for the first time since 1949 for the Lord to open the heavens and bring rain.  The Socialist-led coalition government announced an unprecedented €2.2 billion package of measures, including increasing the availability of water by building desalination plants and doubling the proportion of water reused in urban areas. Olive oil production –Spain accounts for 45% of the world’s supply– could be more than halved this year. The government also announced legislation that will ban outdoor workers when the meteorological office issues high temperature alerts. This followed the death of a Madrid street sweeper during last July’s heatwave.Drought is not a new phenomenon in Spain, but this one is something extraordinary. Spain has not had ‘normal’ levels of rain for three years. Just 12 litres per square metre of rain fell in the first three weeks of April, one-quarter of the normal amount. In early May, 27% of Spanish territory was in either the drought ‘emergency’ or ‘alert’ category, creating a tinderbox. Blazes ravaged 54,000 hectares of land in the first four months of the year, three times the amount in the same period of 2022, according to the European Forest Fire Information System (EFFIS).  Spain’s last severe drought was in 1993-96 when around one-quarter of the population was subject to water restrictions. Some towns in Andalusia had supplies cut off for more than 15 hours a day. In 2008 a prolonged drought forced the authorities to bring in water to Barcelona via boat to guarantee domestic use. Catalonia is again one of the most affected regions. Restrictions in many areas have been in force since March, including limiting showers to five minutes, banning the cleaning of cars and the watering of gardens. At the town of L’Espluga de Francolí (population 3,600), water supplies are turned off for nine hours during the night. The Sau reservoir, a key drinking water source, is so low that a medieval village, flooded when the reservoir was created in the 1960s, has emerged.  Rain is very unevenly distributed in Spain. The areas with the highest water abundance per surface unit are in the north and Galicia (known as the ‘wet’ Spain), much more sparsely populated than in the south, in particular, with values higher than 700 mm/year. A popular saying among Galician farmers –la lluvia es arte– (‘rain is art’) was once turned into a tourism slogan. In the rest of the country (the ‘dry’ Spain), water availability does not exceed 250 mm/year. The lowest water availability in Spain occurs in the Segura basin, where it does not reach 50 mm/year (around 20 times less than in Galicia and five times lower than the national average).  In the late 1970s the Spanish government turned Murcia, Alicante and Almería in the south-east –an area where water is minimal and none of the major rivers flow– into ‘Europe’s market garden’ by transferring water from the Tagus through the 300km Tajo-Segura Trasvase, a system of pipelines and an aqueduct. This feat of hydraulic engineering was originally planned during the Second Republic in 1931, built during the Franco dictatorship and put into service after the dictator’s death.  In a country with 17 regional governments of different political colours, as of the 1978 Constitution, water management is a sensitive issue that crosses boundaries and inflames sentiments. One of the major providers of water for the trasvase is the vast reservoir at Buendía in the region of Castilla-La Mancha, where I have long had a house. Farmers there feel aggrieved when they are restricted in using ‘their’ water because it is needed elsewhere. The trasvase has long been embroiled in disputes over how much water should or should not be transferred through it.  Farmers in the south-east benefiting from the trasvase, who produce around 70% of Spain’s vegetables and a quarter of fruit exports, are up in arms over the plans of the Socialist-led minority national government to raise the minimum level of the Tagus at source as this will result in less excess water being transferred. The level needs to be increased in order to remain in line with EU regulations on river water levels, following court rulings. Ecologists say the Tagus is at risk from overexploitation by agriculture and climate change. The plan aims to increase the river’s flow from 6 cubic metres per second to 8.6 cubic metres by 2027.  Without sufficient water, 100,000 jobs are at risk, according to the farming association SCRATS. The father of the novelist Antonio Muñoz Molina, who had a market garden in Úbeda, Andalusia, used to greet ecstatically the year’s first rain with the following words: Es lo mismo que si estuvieran cayendo billetes verdes (‘It’s as if it were raining green banknotes’, in reference to the 1,000 peseta notes at the time).  The politics of the trasvase are complicated: the Socialists control the region of Castilla-La Mancha and back the national government; Valencia, which Alicante forms part of, opposes the plan, despite being also governed by the Socialists, as does Andalusia, where Almería is located, and Murcia, both of them regions run by the conservative Popular Party (PP).  Farmland surrounding the Doñana national park, Europe’s most important wetland and a UNESCO World Heritage site, has been particularly prone to illegal wells. The authorities have long turned a blind eye. Virginijus Sinkevičius, the EU’s environmental chief, attacked a plan last month by the government of Andalusia to increase the amount of irrigable land around Doñana by 800 hectares. This would be tantamount to an amnesty for the strawberry farmers who have already sunk illegal wells there. He said the bloc would use ‘all the means available’ to make sure Spain complied with a 2021 European Court of Justice ruling condemning it for breaking EU rules on excessive water extraction in Doñana.  Farmers switched some years ago from olives to strawberries and other berries, which consume more water. Close to half of Spain’s aquifers are already in poor condition. Before 1985, groundwater was treated as private property and thus not subject to any regulations.  In another part of Andalusia, near the city of Malaga, the Civil Guard arrested 26 people in raids on illegal wells. The Guard’s environmental crimes division identified 250 infractions by fruit farmers. Spain is Europe’s biggest producer of tropical fruit.  Prime Minister Pedro Sánchez called the drought ‘one of the central political and territorial debates of our country over the coming years’. Resolving the water problem will require a national political consensus, something that is woefully lacking in so many other areas.

Diplomacy
President Xi Jinping with Indian Prime Minister Narendra Modi

Here be dragons: India-China relations and their consequences for Europe

by Manisha Reuter , Dr. Frédéric Grare

The border standoff between China and India illustrates the growing rivalry between the two countries – and the part that other major powers play in it On 27 April, the defence minister of India, Rajnat Singh, met his Chinese counterpart, Li Shangfu, on the margins of the Shanghai Cooperation Organisation (SCO) Defence Ministers Meeting in Delhi. The meeting was yet another attempt to find a way out of the three-year-long standoff between thousands of soldiers along the disputed border, which began in May 2020 when Indian and Chinese forces clashed in the Galwan Valley, killing 20 Indian soldiers and an undisclosed number of Chinese ones. Since then, officials from both countries have met for 18 rounds of talks to try to agree on a disengagement of troops from the area with no success. India has blamed China for unilaterally trying to move the border by sending troops beyond the Line of Actual Control (LAC) between the countries. While it is in both China’s and India’s interest to settle the dispute, Beijing seems unwilling to engage in actual negotiations about the LAC, instead expressing hope that the two sides could move on from the issue and strengthen their mutual trust.   India’s and China’s dispute along the border is illustrative of the growing rivalry between the two countries, which is shaping the security landscape and strategic environment of South Asia. China is gaining power and influence in the Indo-Pacific – where India has long been the dominant power – and using it as yet another arena for its strategic rivalry with the United States. Given Europe’s trade with the region and the complex interplay of relations between China, the US, India, Russia, and the European Union, this dynamic will have severe consequences not just for the region, but for Europe as well. Beijing has tightened its grip over the entire Indian Ocean region in the past two decades. It has created a network of military and commercial facilities – the so-called string of pearls – and strengthened its economic relations with countries of the region. In 2022, Sri Lankan debt obligations to China rose to $7 billion, while the Maldives owes some 40 per cent of its GDP to China. These economic dependencies have eroded India’s influence in its immediate neighbourhood. New Delhi had built up strong diplomatic ties with other countries in the region through its “island diplomacy” and initiatives such as the Security and Growth for all in the Region maritime cooperation. China’s investment in the region has now pushed New Delhi into an economic competition which it may ultimately have difficulties sustaining. New Delhi still exerts a dominant role in South Asia and, specifically, the Indian Ocean, but as China consolidates its position in the region, its attitude towards India has become more assertive. India remains resolute about preventing Chinese hegemony in Asia, repeatedly stressing that a multipolar world starts with a multipolar Asia, and seeking partnerships with a variety of countries, including the US and the EU. Beijing is concerned about India’s growing military ties with the US and tends to consider India’s intentions through the lens of its own rivalry with the US. India’s inability to push back China at the border also further diminishes New Delhi’s influence over the smaller regional states, namely Bangladesh, Nepal, Bhutan, and even the Maldives, by absorbing the financial, military, and administrative resources that could be spent on expanding India’s footprint in the region. It also poses questions about India’s relative power and its ability to protect smaller neighbouring countries from Chinese coercion. This leaves New Delhi even more isolated in the region that includes its arch-rival Pakistan. Both India and China insist that they want to rebuild trust but they cannot agree on the process. Because it currently has the upper hand, China would like trust building to remain a strictly bilateral matter and does not want organisations such as the G20 and the SCO, the other three BRICS states – Brazil, Russia, and South Africa – or even the ASEAN-led institutions to play any role in the so far hypothetical normalisation process. In doing so, China challenges India’s multilateral aspirations and de facto reduces New Delhi’s capacity to manage collectively the consequences of China’s rise for itself and the region. The war in Ukraine makes this even easier as Russia, traditionally on India’s side in multilateral regional arrangements, seems distracted and neutralised by its new, albeit uneasy, proximity to China. The escalating tensions and aggression since 2013 are therefore no coincidence. Beijing’s coercion on the border and naval build-up in the Indian Ocean force India into a costly arms race and warn it against what Beijing considers excessive proximity to the US. In the ongoing great power competition between China and the US, every issue becomes a zero-sum game. This makes it harder for India to solve its border conflict with China and at the same time manage China’s rise and growing assertiveness in the Indo-Pacific region in a peaceful manner. Strengthening India’s position in South Asia and the Indian Ocean region is in line with Europe’s own interests in free trade and supply chain resilience, as well as sustaining a multipolar world order – one in which countries’ political decision-making is not restricted by their economic dependency on China. In this regard, India should play a crucial role in the EU’s diversification and de-risking strategy. The Indo-Pacific region accounts for 40 per cent of the bloc’s extra-EU imports and 27 per cent of its total exports, most of which are sea-borne. As such, the Indian Ocean is Europe’s primary gateway to the Indo-Pacific region. China and India may be slowly but effectively moving towards a new phase of antagonistic rivalry. While the prospect of open confrontation remains only a distant possibility, further polarisation of India-China relations in the Indian Ocean is a problem not only for India, but also for Europe. The EU declared India a priority partner in its 2021 Indo-Pacific strategy, but its relationship with New Delhi has long been characterised as not living up to its full potential. Europe’s growing disillusionment with China over the past two years has shown the need and prepared the ground to further strengthen relations with India. The EU should prioritise the establishment and implementation of  the EU strategy for cooperation in the Indo-Pacific, the EU-India free trade agreement, the Trade and Technology Council, and the Connectivity Partnership to demonstrate its commitment and effectively move beyond symbolic cooperation with India.

Diplomacy
President of Türkiye Recep Tayyip Erdoğan

How Erdogan held onto power in Turkey, and what this means for the country’s future

by Mehmet Ozalp

Recep Tayyib Erdogan will remain president of Turkey for another five years after winning Sunday’s run-off election over his long-time rival, Kemal Kilicdaroglu. If he serves the full five-year term, he will have held power for 26 years – almost the entire history of Turkey in the 21st century. What is astonishing is how the majority of Turkish people elected Erdogan despite a worsening economy and now chronic hyperinflation that would likely bring down any government in a democratic country. So, how did Erdogan win the election and, more significantly, what is likely to happen in the country in the foreseeable future?Free but far from fairThe election was free in that political parties could put forth nominees on their own and carry out campaigns. Parties also had the right to have representatives in every polling station to ensure the votes were counted correctly. And voters were free to vote. However, the election was far from fair. First, a potential leading rival in the race, Ekrem Imamoglu, was sentenced in December to more than two years in prison on a charge of “insulting public figures”. Imamoglu, the popular mayor of Istanbul, dealt Erdogan’s party a rare defeat in the 2019 Istanbul elections. Polls had shown he could win against Erdogan in the presidential election by a comfortable margin. Some argue the court ruling was politically motivated. With Imamoglu out of the picture, the opposition had to coalesce behind Kilicdaroglu, the weakest of all possible high-profile candidates. Erdogan also has an almost ubiquitous grip over the Turkish media, engineered through Fahrettin Altun, the head of media and communication at the presidential palace. Turkish media are either directly owned by Erdogan’s relatives, such as the popular Sabah newspaper managed by Sedat Albayrak, or controlled through managing editors appointed and monitored by Altun. Some independent internet news sites such as T24 practice self-censorship in order to remain operational. With this massive media control, Erdogan and his men ensured he had the most television airtime. Erdogan was depicted in the media as a world leader advancing Turkey by building airports, roads and bridges. He was put in front of dozens of journalists on TV, but all the questions were prepared in advance and Erdogan read his answers through a prompter. Altun also orchestrated a massive smear campaign against Kilicdaroglu. The opposition leader received minimal airtime, and when he was in the media, he was depicted as an inept leader unfit to rule the country. Altun not only controlled the conventional TV channels and print media, but also social media. On Twitter, a very influential platform in Turkey, Altun used bots and an army of paid trolls and influencers to seek to control the dialogue. And it worked. Sufficient number of voters were swayed through confusion and fear that the country would be far worse if Kilicdaroglu was elected. Lastly, there was the potential for fraud due to the non-transparent way the election results are processed. Once each ballot box is counted, the ballot and result sheet are transported by police in cities and the military in regional areas to the electoral commission. Both the police and military are under Erdogan’s tight control. The results are then reported only through the state-owned Anadolu Agency, while in the past they were reported by multiple independent agencies. Even if no evidence of fraud emerges in this election, the spectre could put in doubt the integrity of the entire electoral process.Staunch support from religious votersThere are two other factors that were decisive in the elections. The first is the support Erdogan received from Sinan Ogan, who was third in the first round of the presidential election two weeks ago, with 5.2% of the votes. Erdogan persuaded Ogan to throw his support to him. The second and most important factor was the way Erdogan was viewed in an almost mythical fashion by conservative and religious voters. For them, Erdogan is a religious hero and saviour. The religious population in Turkey has long suffered persecution in the name of secularism. For them, Kilicdaroglu and his Republican People’s Party symbolised that persecution. Although Kilicdaroglu abandoned the party’s previous strict secular policies, these voters never forgave it for preventing Muslim women from wearing the head scarf in educational and state institutions and keeping religion out of public life and politics for decades. The conservative and religious right in Turkey sees Erdogan as a world leader and a hero who struggled against ill-intentioned forces, both internally and externally, to make Turkey great again.What is likely to happen in Turkey post-election?Turkey desperately needed a change of government and a breath of fresh air. Now the social, political and economic suffocation is likely to get worse. Erdogan had promised a Turkish revival by 2023, which is the 100th anniversary of the republic’s founding. Turkey was supposed to enter the top 10 economies in the world by then. However, Turkey barely sits in the top 20, at 19th. The economy has experienced a significant downturn in the past three years. The Turkish lira has plummeted in value, leading to a dollar-based economy. But dollars are hard to come by. The Turkish Central Bank kept the economy afloat by emptying its reserves in the last few months for the elections. The Central Bank has been running a current account deficit of US$8-10 billion dollars every month, and its reserves last week fell into the negative for the first time since 2002. Now Erdogan has to find money. He will resort to high interest foreign loans and embark on a diplomatic spree of the oil-rich Muslim countries to draw some of their funds to Turkey. The uncertainty around how successful these endeavours will be and their likely short-term gain may throw the Turkish economy into recession. For the people of Turkey, this could mean massive unemployment and a reduced standard of living. The inflation rate had reached a 24-year high of 85.5% last year, and may go even higher, as the cash-strapped government continues to print digital money to pay for its large bureaucratic workforce. On foreign policy, Erdogan will continue to try to become a regional power independent of NATO, the European Union and the US. He will likely continue to strengthen Turkey’s ties with Russian President Vladimir Putin, which has been a worry for Turkey’s Western allies.What does the future hold?This will be Erdogan’s absolute last term in office, according to the Turkish constitution, and it could possibly be cut short. The 69-year-old president has many health problems. He is becoming increasingly physically frail, finding it hard to walk, and his speech often slurs. In coming years, his health may get worse and he may have to hand over his presidency to a trusted deputy. The other possibility is that potential leaders in his party could decide to carry out a party coup to topple Erdogan before his term is up, so they can garner public support ahead of the 2028 presidential election. While there may be some political stability in post-election Turkey for now, the country will be in economic, social and political turmoil for the foreseeable future. Correction: This piece has been amended to say that if the Turkish economy slips into recession, it could mean massive unemployment and a reduced standard of living, instead of reduced cost of living.

Defense & Security
President Xi Jinping shaking hands with Vladimir Putin

The Chinese are not “tolerant”: they are preparing a global counteroffensive

by Yuri Tavrovsky

Moscow-Beijing: combat coordination is growing. Powerful cold currents from the West determine the political atmosphere of the planet. Efforts are being made to counter them with warm currents from the East. Only the synergy of actions between Russia and China prevents the the consolidated camp of hegemony from entering the "final and decisive battle" against each of these recalcitrant powers individually. We are well aware of the situation on the western front of the global Cold War. However, on the eastern front, where there is no Ukrainian-scale conflict yet, tensions are approaching critical levels. Defense-related Chinese trade publications have published some very disturbing material in recent weeks. ... To destroy the latest American nuclear aircraft carrier Gerald Ford and the battle group accompanying it from a cruiser and 5 missile frigates, 24 hypersonic missiles without nuclear warheads were enough. In a computer simulation, rocket launches were carried out from 6 different areas, including even the Gobi Desert in Northwest China. Considered unsinkable, the carrier group was completely destroyed by a series of launches of distracting and damaging missiles. The Chinese took into account the capabilities of both the standard set of anti-aircraft weapons and the latest American SM-3 anti-missiles. According to the scenario described in the Chinese-language Journal of Test and Measurement, the American armada entered the waters of the South China Sea and continued to move in a menacing course, despite warnings. Similar scenarios play out regularly near Chinese shores. Another Chinese publication spoke about the mortal danger of such actions. The South China Morning Post, published in Hong Kong in English, reported that the war between China and the United States could begin in the South China Sea. On January 5, 2021, three US Navy anti-submarine aircraft searched for Chinese submarines near the Dongsha Qundao (Pratas) archipelago. Reconnaissance aircraft, as always, dropped electronic buoys and tracked the routes of Chinese submarines that were participating in major exercises. However, one plane flew too close to China, and Chinese fighters flew in from there. The Chinese regarded the situation as a huge threat to national security. There was a possibility of an armed conflict, and the Americans, taking into account the unfolding actions of the PRC Air Force and Navy, began to prepare for the worst and even destroyed expensive buoys with top-secret equipment. The description of the conflict in the Chinese specialized magazine Shipboard Electronic Countermeasures does not give details of the confrontation. However, everything was very, very serious. No wonder the Chairman of the Joint Chiefs of Staff of the United States, General Mark Milley, made a phone call to the Chinese Minister of Defense a couple of days later, assuring him that the Pentagon had no intention of provoking a real war. He even promised to inform his counterparts in Beijing in advance about the intentions of policymakers in the event of a critical situation. These two sensational publications did not appear by accident. One can only guess how many dangerous situations arise on the line of contact between the military of China and America in the Asia-Pacific basin. But, as the Chinese proverb says, “Heaven proposes, Xi Jinping disposes.” The Supreme Commander, acting at the strategic level of planning and decision-making, is responding to Washington's growing aggressiveness by demonstrating readiness for retaliatory actions on the battlefield and intensifying combat coordination with Russia. Planned for April, Xi Jinping's visit to Moscow was postponed to the end of March, and negotiations with Vladimir Putin lasted a total of 8 hours. Even not so much the published documents as the subsequent events showed qualitative changes in the partnership between Moscow and Beijing. The time has come for all-round combat coordination. It began with hours of face-to-face talks between the two supreme commanders. Soon, Chinese Defense Minister Li Shangfu came to Moscow. After the visit of an experienced and energetic military commander, Chen Wenqing, curator of internal and external intelligence services, arrived in Moscow. Reports of his meetings with the secretary of our Security Council, Nikolai Patrushev, showed the resolute attitude of the chief intelligence officer of the Celestial Empire towards the West. For its part, the Kremlin decided to reinforce the dynamics of combat coordination with a "volley of the main guns." A delegation of high-ranking officials and business leaders headed by Prime Minister Mikhail Mishustin headed to Beijing, unprecedented in size and level. The visit was prepared in a hurry and took place under the vigilant eye of the Western intelligence services. Therefore, the number and quality of signed agreements disappointed the optimists. But the bilateral meetings of officials, bankers and experts of the two countries that took place on the sidelines advanced the ongoing negotiations on strategic areas of cooperation and prepared serious deals. During the visit, influential publications noted the mutual interest of both countries in the accelerated growth of trade. Thus, the Global Times, which is close to the CCP Central Committee, noted the synergy of the two trends. Russia needs to increase the export of raw materials, especially energy. Against the backdrop of a rapid economic recovery, China needs to expand imports of the same oil and gas, agricultural products and other types of raw materials. The development of China's relations with the West repeats the history of the deterioration of Russia's relations with the West. The sanctions already imposed on China will be tightened. Access to sources of raw materials and markets will become a priority for Beijing for the foreseeable future. We should not turn a blind eye to the reaction of some Chinese experts and blogosphere activists to the arrival in Beijing of Mikhail Mishustin at the head of a thousandth army of the Russian elite. The emphasis is not even so much on the vital need for Moscow to receive income from trade with China as on the desirability of not offending the West, leaving the door open for relations with America. However, after 40 years of Chinese-American marriage of convenience, it would be naive to expect a quick change of shoes. There does not seem to be any improvement in relations between America and China, despite Biden's hints and the visit of Chinese Commerce Minister Wang Wentao to the United States. Overcoming the pathological hatred of politicians for China, business people in Washington continue to do business even in the most adverse conditions. In 2022, bilateral trade reached an all-time high of $691 billion. At the same time, the Americans were able to sell their goods to the Chinese for less than 154 billion. The reduction or abolition of duties, which President Trump began to introduce back in 2018 and President Biden is increasing, could help improve the quality and further increase trade. They cost each American family $1,000 a year. However, the prospects for curtailing the trade war are very illusory. The White House and both houses of the US Congress are on the warpath. Any attempt to improve US-China relations ends in scandal—Pelosi's scandalous trip, the big white ball... The same fate awaits current hopes. The visit of Pelosi's heir, Speaker of the House of Representatives Kevin McCarthy to Taiwan is being prepared. At the G7 summit in Tokyo, there was a military coordination between NATO and Japan. China, along with Russia, is designated in the final documents as the main enemy. The bloc's regional headquarters is to be opened in Tokyo. It is impossible to get rid of historical parallels. Similarly, in 1936, Japan concluded the Anti-Comintern Pact with Nazi Germany, directed against the Soviet Union. A few months later, the emboldened Japanese began an all-out war against the Celestial Empire, capturing Beijing, Shanghai, Wuhan and Nanjing in 1937. Only the diplomatic, military and financial assistance of the Soviet Union prevented the capitulation of the Republic of China along the lines of France. Stubbornly resisting China, in turn, prevented Tokyo from attacking the USSR at the already appointed time - August 29, 1941. Then there were two fronts - Soviet and Chinese. Now the situation is repeating itself. The Chinese were not patient. They were defending then. Now, relying on a reliable Russian rear, they launched a counteroffensive. Thanks to Beijing's 12-point peace plan for Ukraine and Xi Jinping's phone call with Zelensky, China is destroying the Yellow Threat stereotype at minimal cost in the European theater and strengthening its image as a peacemaker. There is competition with America. The first study trip to Kyiv, Paris, Berlin, Brussels and Moscow of Special Representative Xi Jinping, Ambassador Li Hui, has just ended. It was preceded by trips of "heavyweights" - Chinese Vice President Han Zheng, foreign policy curator on the party line Wang Yi, Foreign Minister Qin Gang. Another area of China's global counteroffensive is to prevent the West from filling the strategic vacuum in Central Asia. That was the task of the summit of the five countries of this region and China in Xi'an, the ancient capital of several Chinese dynasties. This also meets the strategic interests of Moscow. The combat coordination of the two mighty powers of the Eurasian continent is gaining momentum and taking on new forms. How can one not recall that in March, Xi Jinping, when saying goodbye to Vladimir Putin on the steps of the Grand Kremlin Palace, said: “Now there are changes that have not happened in 100 years, and we are driving these changes.” Putin's answer was short but meaningful: "I agree."

Defense & Security
Kenya Defence Forces

African-led Peacekeeping Operations: Enhancing Effectiveness

by Eric G. Berman

Among the challenges faced by African-led peacekeeping missions, loss of materiel to adversaries is a significant – and underappreciated – risk. More must be done to ensure that weapons and ammunition are appropriately managed. Last year, the East African Community and the Accra Initiative became the 14th and 15th African regional organisations to authorise peacekeeping operations, respectively (see Table below). Both missions are certain to encounter resistance among non-state armed groups active in their proposed areas of operation. Indeed, rebels from Congo’s March 23 Movement have already attacked Burundian troops serving in the East African Community Regional Force. Such groups secure considerable quantities of lethal materiel from uniformed personnel – both peacekeepers as well as national security forces serving within or near these missions’ areas of operation. Much can be done to reduce such diversion. Enhancing the effectiveness of African-led peacekeeping operations is especially important and worthy of support, as these organisations will remain significant actors in promoting peace and security for the foreseeable future. Without minimising the shortcomings and challenges many such missions have faced, numerous deployments have helped promote human security and ushered in beneficial political change. These objectives have been achieved often at considerable cost and sacrifice for the troop-contributing countries. Moreover, regardless of their track record, the UN Security Council is not likely to ‘re-hat’ these missions as readily as it has in the past. The security threats facing these missions, however, are quite grave. The African Union (AU)-led peacekeeping operations in Somalia, for example, have come under repeated attack from al-Shabaab, losing men and women in uniform as well as considerable lethal materiel as a result. Between June 2015 and January 2016, the armed group overran three forward operating bases (military camps that house formed units of more than 100 uniformed personnel, together with associated lethal equipment to allow them to be self-sufficient, often for extended periods of time) of the AU Mission in Somalia (AMISOM). In May 2022, al-Shabaab again overran such a base belonging to the AU Transition Mission in Somalia (ATMIS), which had succeeded AMISOM the previous month. AU missions in Somalia have likely lost millions of rounds of ammunition, thousands of firearms and many hundreds of crew-served light weapons (such as heavy machine guns and mortars) to their adversary. Material that armed groups have secured from African-led peacekeeping operations also includes heavy weapons systems. The Islamic State’s West Africa Province and the al-Qa’ida-affiliated Group for the Support of Islam and Muslims have looted the headquarters of the Multinational Joint Task Force (MNJTF) of the Lake Chad Basin Commission (LCBC), as well as that of the Joint Force of the Group of Five Sahel (FC-G5S). Items seized include main battle tanks, armoured personnel carriers and self-propelled as well as towed multiple-launch rocket systems and artillery. The UN, which has undertaken peacekeeping operations for over 70 years, has also experienced challenges in securing lethal materiel during its missions. Eight months after the Justice and Equality Movement attacked and overran an AU Mission in Sudan base, the successor UN–AU Hybrid Operation in Darfur lost 600,000 rounds of ammunition when a convoy transporting contingent-owned equipment was seized. That said, the UN has numerous well-established checks and balances in place to keep tabs on arms and ammunition deployed in its missions. For example, it has quarterly on-site checks of materiel, well-resourced investigations into incidents when diversion has occurred, and reimbursement mechanisms to encourage transparency and accountability. African regional organisations lack equivalent administrative practices and procedures. Where such checks and balances do exist to manage lethal materiel in African-led peacekeeping operations, they are not fully utilised. The Economic Community of West African States (ECOWAS) is a case in point. It has a convention that entered into force more than 10 years ago, which calls on its 15 member states to record and report materiel that is taken into a peacekeeping operation, resupplied, destroyed or taken back when the operation withdraws. This is to be done whether the mission is undertaken by ECOWAS, the UN or some other entity. These stipulations – on paper – represent a global best practice. Were they to be followed, ECOWAS could quickly determine what materiel was used or lost after deployment and make appropriate enquiries. Details concerning implementation are not made public, but it is understood that member states’ adherence to their commitments is limited, despite their being legally binding. This disconnect between expectation and reality is especially important to address because so many ECOWAS member states participate in peacekeeping operations. ECOWAS currently fields two missions: one in the Gambia and another in Guinea-Bissau. Both of these are relatively small and also relatively peaceful (although in January 2022 the Movement of Democratic Forces of Casamance attacked Senegalese troops serving in the ECOWAS Mission in the Gambia and disarmed them). More important for oversight purposes are the FC-G5S, the MNJTF and the UN Multidimensional Integrated Stabilization Mission in Mali, which operate in much less permissive environments in which peacekeepers routinely come under attack. Also of note is a recent policy the AU has adopted to promote management of recovered lethal materiel in peacekeeping operations it authorises or mandates. When organisations undertake formal disarmament, demobilisation and reintegration (DDR) programmes, these initiatives usually include funding for storehouses and procedures for recordkeeping. But many such undertakings recover materiel outside of DDR through cordon-and-search activities or clashes with negative forces. Oversight and resources have been lacking, and the new policies are meant to improve on previous practice. This would include ATMIS, the FC-G5S, the MNJTF and the Southern African Development Community Mission in Mozambique. Progress is slow-going. A challenge African-led operations have is that the secretariats overseeing their implementation are not adequately staffed. This is not a criticism of officials’ work ethic or expertise, but rather a comment on the mismatch between mandates and resources. There are too few staff in relation to the work needed. The longstanding recruitment freeze at ECOWAS has recently been lifted, which ought to bring some relief. The AU remains woefully understaffed, however, which is not likely to change in the short term. Recognising these challenges and opportunities is an important first step. More appropriate staffing alone is not going to solve the problem, and yet it is essential to ensuring that existing checks and balances are promoted and used. Member states and external donors must be made aware of the frameworks and policies available and incorporate them in their discourse and priorities. And the counterterrorism, development and security sector governance communities, among others, must acknowledge their important role in enhancing weapons and ammunition management in peacekeeping operations, and in helping to generate appropriate resources and set the agenda. The deployment of peacekeepers must not add fuel to the fires they are trying to extinguish.

Defense & Security
G7 leaders sitting in the tables during Hiroshima Summit

The Hiroshima Summit exacerbates the East-West confrontation

by Yuri Tavrovsky

The meeting of the G7 in Hiroshima has become a new symbol of the combat coordination of the Western and Eastern fronts of the global cold war. These two fronts are designed to pincer Russia and China, to prevent them from continuing to create a world order that rejects the "rules" invented in Washington. On the Western Front, stretching from Finland to Turkey, a continuous chain of military bases has already been created and an open military conflict has been provoked in Ukraine. NATO, which has been preparing for a clash with our country for several decades, has played a key role in coordinating the countries and armed forces of the West against Russia. On the Eastern Front of the Cold War, the same scenario is repeated, but with a time lag of several years. After the failure of hopes for the “constructive involvement” of the Celestial Empire, an open confrontation with it began to unfold in 2018, when a trade, a “color    revolution” in Hong Kong and a massive pumping of weapons in Taiwan began. By that time, the US had military agreements with Japan, South Korea, Australia and the Philippines, but there was no coordinating organization like NATO. Therefore, Washington began to demand that the bloc's "zone of responsibility" be extended to the Indo-Pacific region. In the meantime, the military bloc AUKUS (Australia, Great Britain and the US) was urgently created and the military-diplomatic organization QUAD (Australia, India, the US and Japan) was activated. The successes achieved and the next tasks in building up the front of the anti-Chinese forces of America, Europe and Asia should have been the topic of discussion at the Hiroshima summit. AUKUS and QUAD, in turn, were going to demonstrate a new level of coordination during Biden's trip to Australia to meet with the leaders of the member countries of the two organizations. But something went wrong, and the US President did not fly to Canberra. Among the explanations, the most plausible seems to be Indian leader Modi's unwillingness to draw his country even deeper into Western bloc structures. The triumphal march was not performed upon returning to Washington, not only because of this discrepancy. With regard to “decoupling” with China, different approaches appeared in the ranks of the G7, which were reflected in the final communiqué. A real "divorce" with its largest trading partner does not suit the European members of the G7. The desire to “sit on two chairs” and maintain profitable ties with Beijing without violating the requirements of Euro-Atlantic discipline at the same time is obvious. This is a line of high-ranking visitors seeking a meeting with Xi Jinping, and the words of the communique, designed to be understood by Beijing leaders: “Our political campaigns are not designed to harm China or slow down its economic progress and development.” The communiqué also notes that the G7 does not engage in "divorce" and does not "lock inward." Washington's desire to strengthen the Eastern Front was not crowned with complete success also thanks to Beijing's own "counteroffensive" on the Western Front. The new "counteroffensive" was the mission of China's special envoy, Ambassador Li Hui. He should clarify the official position of the parties to the Ukrainian conflict and talk about different scenarios. Beijing emphasizes that Li Hui should collect information, and not offer ready-made solutions. Therefore, in addition to Kyiv, he will visit Warsaw, Paris, Berlin, Brussels and complete this first trip in Moscow. Prior to Li Hui's tour, China's Vice President Han Zheng, party foreign policy curator Wang Yi, and Foreign Minister Qin Gang visited Europe a few weeks before Li Hui's tour. Even Xi Jinping got involved, talking to Zelenskiy on the phone. Beijing launched this "counteroffensive" in response to the "offensive" of NATO. The bloc's area of responsibility has already been officially extended to the Indo-Pacific region, and a regional headquarters is to be opened in Tokyo. The Chinese may well draw a parallel of the ongoing events with the accession of Japan in 1936 to the Anti-Comintern Pact. A year later, the emboldened Japanese began an all-out war against the Celestial Empire, capturing Beijing, Shanghai, Wuhan and Nanjing in a few months. Only the diplomatic, military and financial assistance of the Soviet Union prevented the capitulation of the Republic of China along the lines of France. China, in turn, prevented Tokyo from attacking the USSR at the already appointed time - August 29, 1941. The Imperial Headquarters did not dare to fight until the end of the "Chinese incident" simultaneously with China and the Soviet Union. Then, for the first time, two interconnected and mutually beneficial strategic fronts emerged. Now the situation of "two fronts" is repeated. Russia's military successes coincided with the G-7 summit in Hiroshima. The Western Front again supported the Eastern. Now the Pentagon will once again analyze the plans for operations around Taiwan. The "combat coordination" of Russia and China began to pick up increased pace after the visit to Moscow of President Xi Jinping. The agreements of the two commanders-in-chief are now being implemented by other leaders. Chinese Defense Minister Li Shangfu and Party curator of China's special services, secretary of the Political and Legal Commission of the Central Committee of the CCP Chen Wenqing visited Moscow. In turn, Prime Minister of Russia Mikhail Mishustin and several hundred heads of ministries and departments, leading entrepreneurs went to Beijing. Although it is unlikely that all of them will be able to achieve a breakthrough on their tracks in a couple of days in the Middle Kingdom, even a short stay in Beijing and Shanghai will help you see the “Chinese miracle” with your own eyes and be convinced in detail of the importance of interaction. After all, the “turn to the East” should take place in the minds of our politically shaping elite, which has not yet got rid of the illusions about the possibility of returning the “good old days” with the West. The China-Central Asia summit, which took place on May 18-19, 2023 in the ancient capital of the Silk Road, the city of Xi'an (Chang'an), can also be considered part of the Chinese "counteroffensive" in response to the "containment" by the collective West. Ahead of us are new summits of NATO and the Group of Seven, new meetings of the leaders of the SCO and BRICS. All of them fit into the logic of the formation of a new global architectonics. A key role in preventing the concentration of Western forces against one or the other of the main competitors - Russia and China - is played by the "combat coordination" of the two countries. It meets the national interests of both nations and therefore will only grow.

Defense & Security
Pakistan military personnels

Pakistan Army: Blighted by Politics, Driven by Ambitions

by Sushant Sareen

Late night on May 12, the official spokesperson of the Pakistan military, Major General Ahmed Sharif Chaudhry, came on Geo TV to dispel rumours about resignations and dismissals of officers of the Pakistan Army. Since the events of May 9—the large scale violence that broke out after the arrest of Imran Khan, much of it targeted against the Pakistan Army and its installations and establishments—there have been reports that the Corps Commander of IV Corps along with some other senior officers were removed from their posts. On May 12, a former army major who has been running a relentless campaign against the current army leadership from the United Kingdom, revealed names of officers who had been sacked for disobeying orders. There were also rumours that a number of other Corps Commanders who were believed to be part of the Imran Khan cult were on the firing line and would soon be sacked. It was amidst such sensational ‘news’ spreading like wild fire over the last few days that the Inter Services Public Relations (ISPR) chief came out with a somewhat perfunctory clarification that is really not going to silence the jungle telegraph that has gone into an overdrive. Clearly, all is not well within the Pakistan Army. That the Pakistan Army is a divided house is not breaking news. Over the last one year, there are straws in the wind, whispers in corridors of power, insinuations and inferences that suggest that the divisions in the rank and file, and even in the top brass, are not just personality driven but also ideologically and politically. Imran Khan appears to have achieved what was supposed to be impossible and unacceptable—dividing the Pakistan Army. If General Asim Munir is now trying to stamp his authority over the Army and restore the command and control system of the only somewhat functional institution in an otherwise dysfunctional country, then this is an exercise fraught with risk. Drastic steps to enforce discipline and reassert the authority of the Army Chief at this stage could either precipitate the crisis in the Army or consolidate it behind the chief. In case of the former, the crisis of the state in Pakistan will become deeper. The institutional integrity and coherence of the Pakistan Army will be irretrievably damaged. If a cabal of generals succeed in defying the Army Chief, then it will be a template that will be followed by others as well. Forget about coups against civilian governments, the new normal will be coups against the Army Chiefs. In the worst case scenario, Islamabad might even witness Khartoum like scenes. But even if General Munir manages to hold on, the discontent in the rank and file will be palpable and could hobble him and his command. In the past also, the much vaunted discipline and unity of Pakistan Army has come under tremendous strain with ambitious generals trying to grab power and middle ranking and junior officers questioning their superiors. After the 1971 debacle, the junior officers literally abused the top brass openly which forced them to not stay in office. In the 1970s, some young officers planned a coup against the army leadership. In the mid-1990s, a group of officers led by Major General Zaheerul Islam Abbasi plotted to wipe out the entire top rung of the military and grab power. In the early 2000s, there were arrests made of disgruntled officers who were linked with the Hizbut Tehrir. Among other officers, a brigadier was arrested. At that time, the then Director General of ISPR, Major General Athar Abbas, had said the Army cannot allow officers to become members of another group or cult, which is precisely what is happening today where officers appear more loyal to the Imran cult than to their own institution. There was also a conspiracy hatched by a cabal of generals, including the Inter-Services Intelligence chief and a couple of Corps Commanders, against Prime Minister Nawaz Sharif and General Raheel Sharif when they used Imran Khan’s 2014 ‘dharna’ to create conditions in which the PM would sack Raheel Sharif, and the Army would move in doing a double regime change—in the government and in the army. Although all these plots failed, they suggest a persistent problem in the Pakistan Army, of officers tempted to usurp power. Something similar is underway now. Only this time, things appear to be far more fraught than ever in the past.

Energy & Economics
Solar wind power

Cleantech manufacturing: where does Europe really stand?

by Giovanni Sgaravatti , Simone Tagliapietra , Cecilia Trasi

A single European Union cleantech manufacturing capacity target should be based on an understanding of the situation in each cleantech sector. Securing a competitive edge in cleantech manufacturing has increasingly come to be seen as a priority for Europe. China’s dominance of this sector and the subsidies offered under the United States Inflation Reduction Act (IRA) (Kleimann et al, 2023), compelled the European Commission in February 2023 to publish a Green Deal Industrial Plan with the goal of boosting the European cleantech sector and speeding up the transition towards climate neutrality (European Commission, 2023a). The industrial plan’s regulatory pillar is the draft Net Zero Industry Act (NZIA), which includes a target for the European Union by 2030 to have the capacity to manufacture at least 40 percent of its cleantech deployment needs (European Commission, 2023b). Assessing Europe’s cleantech manufacturing capacity Meanwhile, basic facts on the status of cleantech manufacturing in Europe are missing from the discussion, which has so far been mainly about global shares of cleantech manufacturing capacity (Figure 1). When looked at from a high-level perspective, China is dominant but this perspective does not allow the situation in Europe to be captured fully. Figure 1: Regional shares of manufacturing capacity of selected clean technologies, 2021  To address this, we provide an overview of Europe’s current cleantech manufacturing capacity and compare it to current cleantech deployment levels. This assessment is useful for two reasons. First, it allows for a better appreciation of the scale of the EU’s manufacturing capacities. Second, it shows that adopting a one-size-fits-all 40 percent manufacturing target, as proposed under the NZIA, may make little sense considering the very different situations of different clean technologies. A caveat is here important. A significant share of European cleantech production is currently destined for export and not the EU domestic market. We ignore this trade dimension and compare only domestic cleantech manufacturing capacities to deployment levels, thus taking an approach that is similar to the NZIA and its 40 percent headline target. Our analysis covers the manufacturing and deployment levels of five technologies pinpointed by the NZIA: solar photovoltaic (PV) panels, wind turbines (onshore and offshore), electric vehicle batteries, heat pumps and electrolysers (Figure 2). A variable picture Figure 2 shows the limited scale of the EU solar PV industry. EU countries installed 41.4 GW of new solar PV capacity in 2022, while EU manufacturers only produced 1.7 GW of wafers, 1.37 GW of cells and 9.22 GW of modules (SolarPower Europe, 2023). In other words, EU solar manufacturers, had all their output been deployed in the EU, would have met only 4 percent, 3 percent, and 22 percent of solar deployment needs, respectively. For wind turbines, however, Europe is well placed. In 2022, EU countries installed 19.2 GW of new wind power capacity in 2022: 16.7 GW onshore and 2.5 GW offshore (Wind Europe, 2023). In 2021, for onshore wind capacity, EU manufacturers produced 17 GW worth of turbine blades, and more than 11 GW of nacelles and towers (Wind Europe, 2023), equivalent to 102 percent and 71 percent of the deployment needs of the following year. For offshore capacity, they produced blades, nacelles, and towers equivalent to 2.9 GW, 6.7 GW and 7 GW respectively (IEA, 2023), or the equivalent of 116 percent and 286 percent of the deployment needs of the following year. Meanwhile, over 90 percent of clean energy transition-related additions to battery capacity in the EU in 2021 were related to electric vehicles (Bielewski et al, 2022). European electric vehicle sales in 2021 amounted to 2.3 million units, roughly equivalent to a battery capacity of 156 GWh. But domestic battery manufacturing capacity hovered around 60 GWh, or the equivalent of about 38 percent of the domestic deployment needs (but currently representing only about 7 percent of global manufacturing capacity) (IEA, 2022). Heat pumps produced in Europe mostly serve the domestic market. In 2021, global heat pump production capacity (excluding air conditioners) was 120 GW. The EU contributed about 19 GW and accounted for 68 percent (Lyons et al, 2022) of Europe’s 2.18 million newly installed heat pumps. China supplies most compressors for air-air pumps, while Europe remains the main source for air-water and ground-source pumps. Finally, water electrolyser manufacturing capacity in Europe stands currently between 2 GW and 3.3 GW per year (Hydrogen Europe, 2022), many times more than the current installed capacity, which is equal to 0.16 GW (European Commission, 2023c). The wide disparity between the current manufacturing capacity and deployment is explained by delays between investment decisions and operational deployment, lack of hydrogen demand compared to supply capacity, and regulatory bottlenecks. It is noteworthy that EU electrolyser manufacturing capacity is still far from the 17.5 GW/year target set for 2030. Too easy for some, too hard for others One implication of this analysis is that applying the same 40 percent manufacturing target to each cleantech sector as set out in the NZIA proposal, may make little sense considering the very different situations of different clean technologies. For solar panels, reaching this target would be very challenging and likely very costly, while it would be much easier (and even too conservative) for other technologies, including wind turbines and batteries. It is also unclear to what extent the target would apply to the components and materials used in the identified clean technologies. This is a crucial issue, because access to these components is often a major bottleneck for domestic manufacturing in Europe (Le Mouel and Poitiers, 2023). Instead of setting cleantech production targets, the EU would better focus on facilitating private sector investment in cleantech by providing the right enabling framework conditions. That is the only course of action that might ultimately secure Europe a competitive edge in cleantech manufacturing.