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Diplomacy
Flags of China, Uzbekistan, Kyrgyzstan, Turkmenistan, Tajikistan, and Kazakhstan in one frame

China and Central Asia: a new path to joint development

by Shiri Shiriev

Another important event on the international agenda was the Second Forum of Think Tanks "China + five countries of Central Asia", organized by: the Institute of Russia, Eastern Europe and Central Asia of the CASS, the Kazakhstan Institute for Strategic Studies under the President of the Republic of Kazakhstan, the National Institute for Strategic Studies under the President of the Kyrgyz Republic Republic, Center for Strategic Studies under the President of the Republic of Tajikistan, Institute of International Relations of the Ministry of Foreign Affairs of Turkmenistan, Institute for Strategic and Interregional Studies under the President of the Republic of Uzbekistan. The connecting link for all forum participants was the Chinese Academy of Social Sciences (CASS) with the support of the Institute of Russia, Eastern Europe and Central Asia of the CASS, the Secretariat of the Council of High-Level Think Tanks of the CASS and the All-China Association for the Study of Russia, Eastern Europe and Central Asia. The two-day program of the forum, which was held in a hybrid mode with a central communication platform in Beijing, included speeches of the heads of the above-mentioned structures, diplomatic missions, foreign ministers, the Secretary General of the Shanghai Cooperation Organization, who considered the most important issues on the “agenda” dedicated to the search for new ways and formats for joint development. The experts focused on various topical aspects, presenting their vision of how China's relations with each of the states of Central Asia and the region as a whole should develop at the present stage. As for our country, the rector of the Institute of International Relations of the Ministry of Foreign Affairs of Turkmenistan, Djumamurad Gurbangeldiyev, spoke about the state and prospects of Turkmen-Chinese cooperation, in particular, noting that the peaceful foreign policy successfully pursued under the leadership of President Serdar Berdimuhamedov, gaining momentum, contributes to the achievement of new frontiers in the system of international relations by Turkmenistan. In the modern era, the whole world respects the legal status of Turkmenistan's neutrality with great respect. Among the priority areas of the peace-loving policy and diplomacy implemented under the leadership of the head of state, a special role is given to relations with the states of the Asia-Pacific region. The People's Republic of China is one of the friendly partner states of Turkmenistan. The Turkmen and Chinese people are connected by historical, spiritual and cultural ties that originate from the depths of centuries. These common historical roots, the bonds of friendship that go deep into history, form the basis of the Turkmen-Chinese interstate cooperation, in which a special place is given to interaction in the scientific and educational sphere. An important role in the formation of new approaches of the parties to topical issues of international relations and cooperation between the states of the region with China is played by the accumulated experience in this area and the First Forum of Experts of Analytical Centers "China + Five Central Asian Countries" held in November 2021. The broad horizons for the development of partnership that are currently opening in accordance with the realities of modernity form new areas of cooperation between Turkmenistan and China. This is clear evidence of the success of our country's foreign policy strategy. The head of the Higher School of Diplomacy of Turkmenistan also focused on the fact that Hero-Arkadag, in his speech at the China + Five Central Asian Countries Summit held in January 2022, emphasized that it is the heads of states of Central Asia who are widely promoting strategically important proposals and initiatives for issues of world politics. In this context, it was emphasized that Central Asia is a region that attracts the attention of the whole world due to its huge natural resources and advantageous geographical location. In the system of international relations, the importance of the Central Asian region is growing due to the presence of large reserves, especially energy resources, favorable geopolitical and geo-economic advantages. At the end of the 20th century, the number of states interested in including the countries of Central Asia in the orbit of cooperation increased. This is confirmed by the fact that in the last 20 years the phrase "Central Asia +" has become widely used in political terminology. And the People's Republic of China, one of the first states that showed interest in this format, has the largest economy in the world, a great influential force in world geopolitics. The head of the Turkmen university, noting the features of the main directions of China's policy, emphasized that the foreign policy of the Celestial Empire, aimed at becoming a developed state of the world and based on ancient Chinese principles, implies the interest of this country in increasing influence in the world through cooperation. In supporting the international initiatives of the Central Asian countries aimed at ensuring peace, security and sustainable development in the region, the political assistance of China, which is a permanent member of the UN Security Council, is very necessary. The states of Central Asia are cooperating in the field of consolidating efforts in the field of security and countering terrorism with the Shanghai Cooperation Organization, established at the initiative of China. The speech also noted that the partnership of the countries of Central Asia with the People's Republic of China in the effective implementation of the new philosophy of the Hero-Arkadag "Dialogue is a guarantee of peace" in international life, aimed at eliminating the mutual distrust that has spread today in international relations, was of particular importance. It is no coincidence that energy is the key vector of the partnership between China + the five countries of Central Asia. As you know, a powerful Chinese economy requires a significant part of its energy capacities to be imported from outside. China attaches particular importance to Central Asia in providing its rapidly developing economy with guaranteed energy sources. In this context, a great success of Turkmen and at the same time Chinese diplomacy is the Turkmenistan-China gas pipeline project, built on the initiative of Hero-Arkadag in a very short time - just over two years - has become another clear evidence of Turkmenistan's commitment to the principle of using its energy resources for the benefit of all mankind. The development of the transport sector is also important. If China stands at the origins of the creation of the Great Silk Road, then Turkmenistan is its heart, the driving force. Within the framework of cooperation in the "China + five countries of Central Asia" format, given the new geopolitical, geo-economic reality of the III millennium, great importance is attached to the revival of the Great Silk Road. The project of the Hero-Arkadag "Revival of the Great Silk Road", designed to give a powerful impetus to the economic development of Eurasia, is closely interconnected in its philosophy and geo-economic content with the all-China project "One Belt - One Road". The already implemented and ongoing multilateral transport and transit projects coincide with the interests of the China + five countries of Central Asia interaction format. Continuing the topic related to the “China + five countries of Central Asia” format as a factor of strategic and regional stability, ensuring the sustainable development of friendly states in the new conditions, I would like to recall that at the beginning of the 2000s, many similar platforms for interaction appeared and took shape in the world. Nevertheless, in my opinion, as time and the realities of life have shown, today the China + Five Countries of Central Asia Project is one of the most famous, authoritative, multilateral formats with great prospects for development. And this is natural and logical, since the ties between the peoples of the Central Asian region and China have a long history. In the process of their long communication, a huge and unique experience of interaction, good neighborliness, exchange of knowledge and achievements in all areas of human life was accumulated. The Great Silk Road passed through the territory of Central Asia from China, which, by developing trade relations between countries, already then demonstrated the possibility of maintaining an atmosphere of calm and stability to the world, including in the territory of present-day Central Asia. And today we can say with full confidence that it was the reliance on this outstanding heritage, the continuity of historical destinies, that was embodied when the countries of the region, having gained independence, resumed active all-round relations with the People's Republic of China. Without a doubt, the current cooperation of all the countries of the region has a noticeable constructive impact on the provision of global peace and stability. It is based on the closeness and coincidence of approaches to fundamental issues on the global agenda. Together we stand for equality and justice in international affairs, respect for territorial integrity and non-interference in the affairs of sovereign states, for the implementation of the Sustainable Development Goals, we support the measures taken by the world community to effectively counter international terrorism, extremism and other challenges. Not so long ago, the states of the region celebrated the 30th anniversary of diplomatic relations with China. 30 years of mutual trust, friendship and close cooperation have shown that by adhering to the basic principles of mutual respect, good neighborliness, friendship, mutual assistance and mutual benefit, China and the countries of Central Asia have been able to build healthy and effective interstate relations of a new type. Today, the world is undergoing changes not seen in a century. The structure of international politics and economics is undergoing profound changes and needs to be adjusted. Geopolitical conflicts, disordered global governance create new challenges for development both globally and regionally. Under these conditions, the presence of objective mutual interests of the Central Asian countries and China in line with the China + Five Central Asian countries partnership format on a practical basis opens up additional opportunities for increasing the pace of effective cooperation. Using their huge potential, the countries of this alliance set a course for the modernization of the mechanism of mutual cooperation in the format "China + five countries of Central Asia". It from the moment of its appearance as a specific body for the comprehensive rapprochement of the Central Asian countries, has been and remains an important factor in the stable development of the region. Further cooperation within its framework will improve the well-being of the peoples and significantly raise the standard of living. I am sure that all the states of the region, using their authority and established cooperation mechanisms, will be able to make an important joint contribution to establishing a new agenda of peace and trust in international affairs, reducing tension, de-escalating conflicts, moving to dialogue and negotiation methods for resolving disputes and contradictions based on the UN Charter.

Defense & Security
Faded US (United States) VS Russia VS EU (European Union) flags isolated on cracked wall background, abstract USA Russia Europe politics partnership relationship conflicts concept

Europe must not be divided

by Petro Burkovskiy

As Russian troops withdraw from occupied Ukrainian villages and towns in the Kherson and Kharkiv regions, the military, forensic experts, and the world media are being shown the extent of Russian war crimes. In the 21st century, the Kyiv suburb of Butscha takes on a creepy meaning that was set for Auschwitz in the 20th century. Since April 2022, "Butscha" has not only become synonymous with the planned systematic extermination of people because of their membership in the Ukrainian community, but has also served to expose the cynicism of European elites who, over the past two decades, have turned a blind eye to the nature of the Russian regime and the practices of modern Russian statehood. Bluff about "civilized country" and "threat from the West" In February 2007, before the expiration of the second (as it turned out, not the last, although the Constitution of the Russian Federation did not provide for this) presidential term, Vladimir Putin sharply criticized the unilateral power politics of the United States at the Munich Security Conference. He said that the use of force in international relations is possible only on the basis of the UN Charter. He insisted that energy sources must not be used as weapons or means of extortion against consumers. He promised to create a free and open market economy in Russia, primarily with the help of Germany. At the same time, Putin denied that the opposition in Russia is brutally repressed; he did not admit that the rights of people in Chechnya are systematically violated through torture, murder, and kidnapping; he denied involvement in the transfer of missile technology to Iran and support for its nuclear program. All of this gave the impression that Russia's leadership wants to build an open and democratic country that pursues responsible and predictable policies and is ready for profitable, multi-billion dollar economic cooperation with its European neighbors. In return, Putin wanted "very little." First, the transformation of NATO from a defense alliance into a political organization in which European countries would conduct their policies independently of the United States. This is because, according to Putin, it is the United States that, by stationing its troops on the territory of countries that became NATO members after 1991, is fomenting a threat to Russian sovereignty and tensions throughout Europe. Second, Putin did not want European states to make the development of relations with Russia dependent on their assessment of the democratic or authoritarian character of the Russian regime. His assistant Vladislav Surkov even invented a special term - "sovereign democracy" - to justify Putin's authoritarianism and seduce Europeans with the prospect of Russia's slow democratic "evolution". Respect, equal treatment and security: demands of an autocrat In short, Putin demanded respect, equal treatment, and security. Aren't these the same principles on which NATO and the EU are based! By successfully manipulating these values and profitable economic deals, Putin achieved his goals. By February 24, 2022, many European politicians either shared the opinion that Russia was trustworthy because it was developing and liberalizing economically. Or they argued that Russia had a reason for threats and a show of force to protect its borders from NATO expansion. Putin forced European governments to turn a blind eye to the murder of tens of thousands of Chechens in 1994-2007. He managed to avoid condemnation and punishment for open aggression against Georgia in 2008. Even in 2014, he managed to get France and Germany to recognize his role as a "peacemaker" in the self-created "Ukraine crisis" and the hybrid war in the Donbass. In fact, the facts indicated that Russia began to move toward autocracy when Putin came to power. However, it was not even a party autocracy as in China, which provided for internal competition and relied on an extensive network of technocratic managers who adopted Western standards in this way or another. Putin, as president, began to restore the vertical of the KGB - the Soviet secret police and intelligence service that throughout its history viewed the democratic world as an existential enemy and a target for destruction. As a KGB apprentice, he naturally wanted revenge for the collapse of the USSR, which he considered his defeat. When Putin promised to build democracy and a market economy in Russia, he was bluffing. His calculation was based on the idea of the instability and corruption of the European political and business elites, who, for the sake of high and stable profits, will be willing to justify the "excesses" of the authorities and the "weakness" of Russian civil society. Neglecting his country for a perfidious vision When Putin pointed to the threat posed by NATO, he sought only a justification at home for constantly increasing spending on the army and defense industry, while neglecting the modernization of social and transport infrastructure in most regions of Russia. In foreign relations, Putin rewarded leaders and governments that were slow to implement common goals within NATO or promoted their national interests as opposed to pan-European or U.S. interests. This may explain how politicians as diverse as Silvio Berlusconi, Nicolas Sarkozy, Gerhard Schröder, Robert Fico, and Viktor Orbán managed to build long-term alliance relationships with the Kremlin. Despite the shock over Russia's lies and crimes that accompanied the aggression against Ukraine, Putin continues to actively use the old bluff about "normal Russia" and threatens retaliation for violation of "Russian security," which means control over Ukrainian territories. Putin's bluff is his declaration of occupied Ukrainian territories as Russian and the corresponding threat to defend them with nuclear weapons. Russian troops are fleeing the Kherson and Donbass regions with no sign of preparation to use weapons of mass destruction. Likewise, if Putin has to choose between withdrawing from Crimea and risking losing everything in a nuclear confrontation, he will choose to withdraw and retain his power. This is because Crimea is the same "integral part" of Russia as Kherson and Kharkiv oblast, from which the Russians are withdrawing as a result of military defeats. Putin, however, could be heading down a dangerous path of escalation if voices continue to be raised in Europe that his conquests must be recognized by the conclusion of a cease-fire. The Kremlin's calls for a willingness to negotiate are aimed at spreading uncertainty among European leaders about Russia's goals. This maneuver is being carried out to force everyone to suddenly turn a blind eye to mass executions, torture camps, and the bombing of peaceful Ukrainian cities in order to sow doubt that Russia is waging a war aimed at destroying an entire European nation. Putin again offers to believe that secure relations with the Russia he leads are possible if his demands are heeded. If the debate in Europe is resumed according to the logic imposed by Putin, he will use all means of terror to divide the continent and within individual states into the camps of "uncompromising" and "moderate". And without solidarity in Europe, it will be much easier for Russia to continue the war with impunity and ruthlessness. Even far beyond Ukraine. Russia hybrid means to divide Europe.At stake is trade in oil, coal, and natural gas. Since early 2021, Russia's Gazprom refused to supply gas to Europe beyond contracted volumes, artificially contributing to stock market speculation and price increases. This had a painful impact on household spending on municipal services. It also led to higher consumer prices due to more expensive electricity generated by burning Russian gas and fuel oil. Against a backdrop of public discontent, Russian intelligence services mobilized the Russian diaspora into spectacular protests in Germany and the Czech Republic and put forward the thesis of the "harmfulness" of anti-Russian EU sanctions. And such actions have a political impact. In France, Marine Le Pen actively criticized the renunciation of Russian energy sources and promised to maintain the purchase of oil from Russia if elected. In Italy, the "Lega" and "Forza Italia!" parties, which became part of the governing coalition, also opposed sanctions that hurt Italian industry. In Germany, the opposition parties "Alternative for Germany" and "The Left" expressed even more open theses about the need for "understanding" with Russia, for the sake of energy sources. The Kremlin is watching such processes closely, and they convince it that such a policy of division will bring the desired results. Russian efforts will be especially dangerous this winter. The ideology of the "Russian world" and the myth of the "Great Victory".Every year since the attack on Ukraine in 2014, the Russian president has justified his aggressive policy of conquest on the basis of Russia's special historical mission. It consists in restoring historical justice - the borders of the Russian state, which should unite all bearers of "traditional Russian values." These are the Russian language, the Orthodox faith, education in the traditions of Russian culture and literature. The Kremlin calls this bizarre combination the ideology of the "Russian world." Considering the fact that the Russian diaspora is currently manifesting itself very actively throughout Europe, from Italy and Germany to Latvia and Finland, this creates, in the view of the Russian leadership, a sufficient legitimate reason to spread measures of direct and hybrid aggression against new countries. And Putin constantly talks about the inevitability of a "multipolar world" in which Russia will be one of the "poles". While the fate of Europe, in his opinion, will be ruined by excessive American influence. That is why he often refers to the Yalta Conference in 1945, which made Stalin's Russia the owner of half of the European continent, while the other half was controlled by the Allies led by the United States. In relations with Europe, Putin wants to see himself not only as a "veto player," the leader of a "great power" that belongs to a narrow circle of its peers (the United States and the PRC) that have a decisive influence on world politics, but as a hegemon. As the ruler of a victorious state to which the others are grateful for their security and existence. Therefore, despite the defeats in Ukraine, he continues to say, "We haven't really started it yet." Obviously, Hitler and Stalin could have said the same thing when they invaded and divided Poland in September 1939 and prepared for new conflicts. So far, this history has a slim chance of repeating itself. 

Defense & Security
Several automatic rifles raised up on the background of the Pakistani flag

Is terrorism returning to Pakistan?

by Zahid Shahab Ahmed

Earlier this week, a suicide blast ruptured the relative calm that had returned to Pakistan in recent years. The attack at a mosque in the northwestern city of Peshawar killed more than 100 people and stunned many Pakistanis who thought the days of such horrific suicide bombings were long behind them. While Monday’s attack was among the worst in the country in a decade, the blast doesn’t necessarily signal a return of terrorism so much as an escalation of a problem that never really went away. The Pakistan Taliban, also known as Tehreek-e-Taliban Pakistan (TTP), denied responsibility for Monday’s blast. Instead, a TTP faction, Jamaat-ul-Ahrar, claimed to be behind it. But in many ways, Pakistan’s deteriorating security situation is directly linked to a resurgent TTP and the increasing fragility in neighbouring Afghanistan since the Taliban’s takeover in August 2021. The Pakistani government had supported the Afghan Taliban for years, but the relationship began to break down after the Afghan Taliban offered shelter to TTP fighters and released thousands of terrorists from prison after taking power. The TTP not only appeared to be strengthened and energised by the Taliban’s return to power in Afghanistan, it also drew closer to the group. Last year, the Afghan Taliban facilitated dialogue between the Pakistani government and the TTP that led to a ceasefire deal. But by November, the TTP ended the five-month truce, claiming the government had not complied with all its requests, most notably the freeing of important TTP members. The result has been a slow but steady uptick in terrorist attacks. Documented acts of terrorism hit a high of 3,923 in Pakistan in 2013, with more than 2,000 deaths. The number of fatalities plunged to 267 in 2021, but last year, started to climb again to 365. Pakistan also only registered four suicide attacks in 2021, but there were 13 last year and four already this year. The TTP has claimed responsibility for most attacks. Decade-long war on extremismPakistan had achieved enormous strides against terrorism over the past 15 years, in large part because of its significant “Rah-e-Rast” military operation in 2009 and the “Zarb-e-Azb” operation in 2014. The TTP retaliated to the latter with an attack on an army public school in Peshawar in 2014, killing more than 130 children. This prompted the army to intensify its activities, and by 2017, it had largely routed the TTP. These security operations, however, only addressed the symptoms of the problem by pushing most TTP fighters across the border into Afghanistan. Terrorist attacks in Pakistan declined, but the problem didn’t go away. Despite the development of a counter-terrorism blueprint called the National Action Plan in 2014, the government’s security operations have been too limited in scope. They do not focus on all terrorist groups, but selectively target a few, such as the TTP. The National Counter Terrorism Authority has registered 78 terrorist organisations in Pakistan, but little is known what the government is doing to counter them. The National Action Plan also does not focus much attention on preventative measures like education. Addressing the root causes of extremismNonetheless, there is growing interest in Pakistan to invest more in promoting a stronger national counter-narrative against extremist ideologies, such as the Paigham-e-Pakistan, which the government developed with the help of hundreds of Islamic scholars. Moreover, there is a growing desire in policymaking circles to address the root causes of extremism, including the grievances of locals in the region previously known as the Federally Administered Tribal Areas on the Afghan border and Balochistan in southwestern Pakistan. The growing insecurity in Balochistan, for instance, is in part driven by Chinese investment, which is opposed by the militant Baloch Liberation Army. The group believes the government has exploited the region’s resources and ignored its development needs. It has targeted Chinese citizens in numerous attacks. The stakes here are very high for Pakistan, which is desperate for foreign investment. As such, Planning Minister Ahsan Iqbal has urged the government to focus on addressing the socio-economic concerns of locals, in particular young people, so they don’t turn toward extremism. The same grievances exist in the former tribal areas, where millions have suffered due to the government’s neglect. Until 2018, this region was governed under the notorious, colonial-era Frontier Crimes Regulation. This meant Pakistani laws did not apply and there were no local courts or political parties, allowing armed groups to thrive. The first time residents participated in any election was in 2019, more than 70 years after independence. When the government merged the tribal areas with a neighbouring province in 2018, residents believed their lives would improve. But this coincided with the resurgence of the TTP in the region, bringing new concerns about security and stability. What the state should do nowFor now, Pakistan’s counter-terrorism efforts are largely focused on TTP, but the country needs a broader approach. First, Pakistan needs to have its own house in order by addressing the ongoing governance challenges in the former tribal areas and Balochistan. Second, the government can no longer limit counter-terrorism operations to only a few areas. This will only increase the grievances of locals, who continue to suffer due to displacement and disempowerment. As terrorist groups are spread across the country, it is time the state tries a more holistic approach. With the TTP, it is already clear that attempting dialogue has not worked. It only provided the group more legitimacy and time for recruitment and fundraising. Instead of playing into the hands of terrorist groups, the government needs to address the structural causes of extremism, such as the marginalisation of millions living in peripheral areas, in particular highly vulnerable young people.

Defense & Security
Chinese Spy balloon

Did China’s balloon violate international law?

by Donald Rothwell

Was the balloon that suddenly appeared over the US last week undertaking surveillance? Or was it engaging in research, as China has claimed? While the answers to these questions may not be immediately known, one thing is clear: the incursion of the Chinese balloon tested the bounds of international law. This incident has also added another layer of complexity to the already strained relations between the US and China. US Secretary of State Antony Blinken’s planned visit to Beijing has been postponed. And China has reacted to the shooting down of the balloon with diplomatic fury. Both sides have long disagreed over the presence of US warships in the South China Sea and Taiwan Strait, which China claims as its own waters and the US considers international waters. Will the air be the next realm to be contested by the two superpowers? A long military historyHot air balloons have a somewhat benign public image. But they also have a long military history that extends back to the Napoleonic era in Europe during the late 18th century and early 19th century when they were used for surveillance and bombing missions. The early laws of war even included some specific measures designed to address the military use of balloons during armed conflict. The modern military significance of balloons now appears to be understated, especially in an era of uncrewed aerial vehicles or drones, which have proven effective during the current Ukraine war. However, while balloons may no longer be valued for their war-fighting ability, they retain a unique capacity to undertake surveillance because they fly at higher altitudes than aircraft, can remain stationary over sensitive sites, are harder to detect on radar, and can be camouflaged as civilian weather craft. Who has sovereignty over the air?The international law is clear with respect to the use of these balloons over other countries’ airspace. Every country has complete sovereignty and control over its waters extending 12 nautical miles (about 22 kilometres) from its land territory. Every country likewise has “complete and exclusive sovereignty over the airspace above its territory” under international conventions. This means each country controls all access to its airspace, which includes both commercial and government aircraft. But the upper limit of sovereign airspace is unsettled in international law. In practice, it generally extends to the maximum height at which commercial and military aircraft operate, which is around 45,000 feet (about 13.7km). The supersonic Concorde jet, however, operated at 60,000 feet (over 18km). The Chinese balloon was also reported to be operating at a distance of 60,000 feet. International law does not extend to the distance at which satellites operate, which is traditionally seen as falling within the realm of space law. There are international legal frameworks in place that allow for permission to be sought to enter a country’s airspace, such as the 1944 Chicago Convention on International Civil Aviation. The International Civil  Aviation Organization has set an additional layer of rules on airspace access, including for hot air balloons, but it does not regulate military activities. The US also has its own “air defence identification zone”, a legacy of the Cold War. It requires all aircraft entering US airspace to identify themselves. Canada has its own complementary zone. During the height of Cold War tensions, the US would routinely scramble fighter jets in response to unauthorised Soviet incursions into US airspace, especially in the Arctic. Many other countries and regions have similar air defence identification zones, including China, Japan and Taiwan. Taiwan, for instance, routinely scrambles fighter jets in response to unauthorised incursions of its airspace by Chinese aircraft.Testing the waters – and airSo, given these clear international rules, the US was on very firm legal footing in its response to the Chinese balloon. Overflight could only have been undertaken with US permission, which was clearly not sought. China initially attempted to suggest the balloon malfunctioned and drifted into US airspace, claiming force majeure. If the balloon was autonomous, it would have been entirely dependent on wind patterns. However, a report in Scientific American said the balloon appeared to have a high level of manoeuvrability, especially when it appeared to linger over sensitive US defence facilities in Montana. Washington displayed a lot of patience in dealing with the incursion. President Joe Biden authorised military jets to shoot down the balloon, but it took some days before that could be done safely without endangering lives on the ground. The balloon incident has clearly tested the Biden administration and the US response to China’s growing military assertiveness. Similar events occur on a regular basis in the South China Sea, where the US Navy conducts freedom of navigation operations through Chinese claimed waters. The US presence is vigorously challenged by the Chinese Navy. China has also responded aggressively to the presence of US reconnaissance planes over the South China Sea, raising the risks of an accident that could spark a wider conflict. What is remarkable about the balloon incident is China has asserted its physical presence well within America’s sovereign borders. How both sides respond in the aftermath will determine whether China-US tensions worsen further and if we can expect potential future provocations between the two sides in the air, as well as at sea.

Defense & Security
Ukrainian armoured vehicles during a military parade in 2018

Sleepwalking into escalation

by Helmut W. Ganser

Delivering Leopard 2 tanks to Ukraine takes the war to a new level. Trying to look past the fog of war can help to predict how things might play out The decision of Germany and other NATO states to supply modern battle tanks and other armoured infantry vehicles to Ukraine takes the West’s involvement in the war to a new level. Presumably, in the further course of the war, the numbers mentioned so far will not be enough; the decision to provide tanks immediately sparked an international debate on delivering fighter planes as well. We are also hearing initial calls for NATO troops to be deployed to Ukraine as a ‘deterrent’, which would mean NATO becoming embroiled in the war. However, the discussion about the objectives in the Ukraine war mustn’t be muddied, even if clarifying these leads to a fierce dispute both within and amongst the NATO states. There is just too much at stake. The American and German governments indicate that they want to enable Ukraine to hold the frontline which it has fought for so far and liberate more areas wherever possible. All occupied territories, including Crimea, would probably be regained through a strategic approach of lengthy negotiations under the pressure of overwhelming Western sanction packages. This objective comes with the broader demand that Ukraine be enabled to reconquer its entire territory through military counterattacks, something also put forward by the Ukrainian leadership. The serious risks of escalation associated with this must be thoroughly analysed, which has largely been skirted around in the discussions so far. The fog of war prevents us from predicting how things will play out. All professional military policy experts are aware that their analyses, evaluations and forecasts are clouded by this; there are always bound to be frictions and surprises. However, looking at various scenarios can help us refine our assessments of what might be on the horizon. We will attempt to assess the potential effects of the new tank deliveries to Ukraine, using two scenarios that look ahead to the early summer of 2023. In both scenarios, it is assumed that the Ukrainian army will gradually receive about 100 Western battle tanks, most of the Leopard model, and around 100 largely German and American infantry vehicles by early summer 2023. The thirty-one M1 Abrams tanks previously promised are unlikely to be delivered by this point. Two tank battalions and two tank grenadier battalions – roughly equivalent to a brigade – will be equipped with the new heavy weapons systems by the early summer under both scenarios. Another assumption is that the widely anticipated Russian spring offensive, targeting the Luhansk or Donetsk area, will begin around the end of February or March. Very few Western battle and infantry vehicles, if any, are likely to be used, in what are expected to be highly intense battles with severe casualties. It is assumed with some uncertainty that the more professional and mobile Ukrainian defence can ward off larger operational gains from the major Russian units. These two scenarios look to the early summer after the Ukrainian army has taken delivery of the tanks from the West. Scenario 1: tank battle on the southern front, with limited Ukrainian territorial gainsBy the late spring, it becomes clear that the Ukrainian military intends to push hard towards the south from the area east and southeast of Zaporizhzhia. The goal is to advance over about 100 km to the Sea of Azov and cut the Russian troops off south of the river Dnieper and, more than anything, to stop Crimea from being supplied via the land bridge. The terrain in this area is mostly open and flat – highly beneficial to tanks – and, with the exception of the town of Melitopol, is only dotted with small villages. In the early summer of 2023, Ukraine makes bold advances south under favourable weather conditions, targeting the Sea of Azov coast. This results in the first major tank battle of the war, which sees German Leopards and Marders deployed at the front, as well as the American Bradleys and Strikers. With their better armour, agility and weapon effect, they clearly come out on top in a head-to-head battle. Ukrainian commanders, however, struggle to master the complexity of mixed-weapons combat, in which battle tanks, armoured infantry vehicles with tank grenadiers, artillery, sappers and air support must work together in close coordination to achieve the full force of impact. Heavy Russian tank and infantry forces withstand the advancing units. The Ukrainian counterattack progresses for about 30 km but then gets bogged down in the huge defensive firing, after Russian mechanised units succeed in pushing into the flank of the Ukrainian tank formations, jeopardising their supply. Soldier and material losses are severely high again on both sides. Pictures of destroyed Leopard tanks are plastered across the internet. German television channels and online media increasingly draw parallels with historical footage of German tanks during the Second World War in the same region. From a political and strategic perspective, attrition warfare has been consolidated in this scenario, despite tactical gains on both sides. Russia still has about 10 to 12 per cent of the Ukrainian territory under its control. The extensive exhaustion of weapons systems, spare parts and ammunition from the German and American armies is increasingly running down the operational capability and perseverance of the NATO forces on both sides of the Atlantic. As production capacity remains limited, there is increasing support for an agreement between the US, Ukraine and Russia to bring an end to the war. In Ukraine, the devastating losses are affecting more and more families, leading to political demands for a ceasefire. Opposition politicians demand that their president publish the actual losses incurred since the war began. Scenario 2: tank battle on the southern front, with the Ukrainian army advancing to the Sea of AzovScenario 2 is identical to scenario 1 up to the Ukrainian army’s counterattack from the area east of Zaporizhzhia. But in this scenario, operations are proceeding as planned by the Ukrainian General Staff. Kyiv has deployed forces equipped with Western tanks and infantry vehicles to the heart of the battlefield. With the superior firepower, armour and agility of the Leopard 2 tanks, they advance towards intermediate targets northeast of Melitopol after a few days. Leadership, fighting strength and motivation are once again proving weak amongst Russian ranks, while the Ukrainian troops’ command of mixed-weapons combat is better than initially expected by Western military experts. Leopard spearheads reach villages just off the coast, opposite Crimea. As Ukrainians advance, American-made HIMARS rockets destroy the new Russian bridge near Kerch in some places, rendering it unusable for supplying Crimea. Russia responds with the most intense air raid ever launched on Kyiv, with numerous casualties reported and electricity supply destroyed. The Russian president makes a brief statement following a stage-managed press conference with his General Staff. Putin first states that the Russian Federation now considers the NATO states that supplied heavy weapons to Ukraine as direct opponents in the war, regardless of any fine details in international law. The ongoing attack on Russian-occupied Crimea could only have come about through the massive involvement of Western states. The war has now created an existential dimension for the Russian Federation. As far as Russia is concerned, the entire war zone now extends to the territory of the Western states supporting Ukraine. He refrains from verbal warnings of nuclear war because his earlier threats were not taken seriously. Putin says he has ordered his Defence Minister and General Staff to supply some of the nuclear-capable missile troops with the nuclear warheads stored in depots. If the blockade of supplies to Crimea via the land bridge is not removed, Russia must use force through its tactical nuclear weapons. Russian bloggers report that the course of the war has brought unity to Kremlin leaders and only made them more determined to see it through, but this cannot be verified. A few hours later, American satellites pick up Russian convoys beginning their journey from the nuclear weapons storage facilities to the nuclear missile battalion deployment areas. This secret intelligence becomes public across the world. In a widely unexpected twist, China announces the largest mobilisation of its naval forces ever in the Strait of Taiwan. Its first fleet of warships has already set sail. The US and its NATO partners are now on the verge of a nuclear face-off that has escalated faster than many had believed, with consequences unimaginable for the whole of Europe. Western governments, the NATO Council and Military Committee, as well as the UN Security Council, meet day after day. Commentators can’t help but compare it to the height of the Cuban crisis. But NATO leaders clash on their assessments of the situation and their approach. In Berlin, huge demonstrations are held calling for an immediate end to the war, with the slogan ‘Stop the madness’. Of course, more optimistic scenarios can also be envisaged in which the Kremlin hands back Crimea without nuclear escalation. The powers that be, including those in Berlin, Washington and Paris, have so far held firm on their objective of not stepping into the grey area of getting directly involved in the war. But the danger of slowly and unintentionally sleepwalking into what would be the biggest catastrophe for the whole of Europe is growing and growing. Unexpected twists and turns (sometimes referred to as black swans or wild cards) can also create dynamic developments that are likely to be extremely difficult to control and contain. As more German tanks are sent to Ukraine, Germany’s share of responsibility for the course that the war takes – and the consequences thereof – increases and ultimately so does its right and need to influence the leadership in Kyiv.

Energy & Economics
Protesters in Honduras filing the streets calling for president's resignation

This Time, Try Supporting Honduran Democracy

by Mark L. Schneider , Aaron Schneider

Imagine a future in which countries desperate for investment give up a patch of their territory and subcontract governance to a board chosen by a foreign corporation. Sound like the East India Company of the past? Until the 2021 election of Honduran president Xiomara Castro, the past was now—Zones for Employment and Economic Development (Zonas de Empleo y Desarrollo Económico in Spanish, or ZEDEs) had been permitted to establish their own near-tax-free paradises in company-governed territorial fiefdoms. The investor-governed territories include one that accepts its own cryptocurrency and allegedly tramples rights of indigenous and Afro-Caribbean populations, another where small farmers were forced to sell their land—all were criticized by the United Nations as threatening basic human rights and criticized by Honduran civil society for worsening problems of tax evasion and narcotrafficking. What is clear is that they violated basic democratic principles of representative government and undermined national sovereignty, including denying the validity of international labor and environmental treaty obligations agreed by the Honduran state.   It all began when a 2009 Honduran military coup ousted a democratically elected president. The next Honduran president and the Congress passed a law to cede portions of its territory to corporate investors as “charter cities” but were blocked by the Supreme Court. In response, Congress impeached the judges, packed the court, and engineered a new law to create ZEDEs. According to a study published in Central American Journals Online, ZEDEs are comparable to the Spanish colonial model, creating foreign-controlled economic zones on Honduran territory. The president of the Congress, Juan Orlando Hernández, went on to be the next president, governing two terms after his handpicked Supreme Court-sanctioned reelection. Eight years later, Hernández now sits in a U.S. jail awaiting trial for narco-trafficking, the same charges on which his brother was sentenced to life in a U.S. prison. Last year, the first opposition government elected since the coup made doing away with ZEDEs part of its electoral campaign, and among the first laws passed by the new Congress was ZEDEs elimination. The law passed unanimously, including votes from the very party that had put the ZEDEs in place. The reversal was the culmination of a broad civil society movement that brought together women, indigenous, Afro-Honduran, labor, and local business interests. Predictably, only the foreign investors want the paradises to remain. It is worthwhile to look at the record of the ZEDEs. They found resonance among conservative Honduran economists and were championed by Paul Romer, an economist who extrapolated from the experience of places like Singapore and Hong Kong to presume that cities could carve out independent regulatory regimes to promote development in the midst of poorly governed areas. Originally part of an oversight board to the charter cities, Romer resigned in response to Honduran government evasion of oversight processes and lack of “transparency.” Romer’s fears appear to have been well-founded, as the oversight board established for the ZEDEs is now a self-perpetuating body that even a think tank founded to support charter cities views skeptically for including "Ronald Reagan’s son (a conservative media personality), anti-tax activist Grover Norquist, and a member of the Habsburg dynasty.” It goes on to say that “the ZEDEs were clearly more of an ideological exercise than a practical exercise to generate development.” Romer may have gotten out just in time for additional reasons, as the record of the ZEDEs has been poor in terms of economic, environmental, and democratic impacts. Compared to what Honduras would have collected otherwise, even conservative estimates suggest the tax exemptions offered to the ZEDEs would cost equal to almost half of current sales taxes by 2025 and a value equal to all current import taxes by 2026. Worse, some of the ZEDEs build investor paradise workplaces and residences but appear to provide almost no public services, except their private police, even as they deny the Honduran state sufficient tax revenue to provide schools, health clinics, and courts. Pitched as model cities, ZEDEs are actually far from that, including one that offered preferential treatment for agricultural investments and mining concessions, evading existing environmental and other regulations on decidedly nonurban activities. In the face of social opposition to the ZEDEs, the Honduran Congress had toughened punishments for blocking property or businesses, making it easier for ZEDEs private security forces to repress protesters. Private security force and paramilitary violence against opponents of megaprojects like ZEDEs is common in Honduras—and in one case a lawyer representing indigenous communities opposed to the original charter cities law was murdered, sparking condemnation from the State Department, but impunity for the killers meant there was no proven link to his political work. In spite of this poor record, most of those who want to preserve the ZEDEs point to potential benefits without any evidence. Supporters claim ZEDEs will be a boon to employment, but rates of unemployment have remained unchanged since ZEDEs began, estimates of the actual number of ZEDEs jobs created hover around 15,000 in the eight years ZEDEs have been on the books, and ZEDEs undermine and evade existing labor legislation. Supporters present ZEDEs as complementary to U.S. nearshoring, but estimates of benefits to Honduras from nearshoring lag behind eight other Latin American countries, none of which have ZEDEs. Supporters argue ZEDEs will head off growing Chinese influence, but China is one of the countries interested in investing in ZEDEs. Supporters suggest ZEDEs will address problems of corruption, but the director of the ZEDE oversight board was secretary of the presidency to the jailed former president and has continued to draw a salary even after fleeing to neighboring Nicaragua to escape his own corruption and narcotrafficking investigations. Supporters argue ZEDEs will generate trade, investment, and growth, but since the ZEDEs law was passed in 2013, trade as a percentage of GDP dropped in five of eight years and is now lower than it was before, foreign direct investment decreased as a percentage of GDP every year except 2018, and GDP growth was below 4 percent in six of the eight years. Overblown aspirations have two main problems: first, they violate basic democratic principles of citizen representation, adherence to rule of law, and international treaty obligations; and second, in the eight years since ZEDEs were allowed, none of these promises have been fulfilled. Why the sudden kerfuffle about an obscure scheme abandoned by its founder, instituted by a corrupt politician now in jail in the United States, revoked by the country that adopted it, and that showed minimal actual impact? Perhaps because one ZEDE investor has provided grants to think tanks to start a dialogue on the issue, the results of which may have convinced some in the State Department, the U.S. Embassy in Honduras, and a few members of Congress, even threatening the newly elected Honduran government with reprisals such as withdrawal of aid, forced restitution payments, or limiting the Honduran share of the Partnership for Central America, the private sector investment plan led by Vice President Kamala Harris. For the richest country in the hemisphere to threaten to withhold or extract resources from the third-poorest country lends credence to the critiques of those who viewed the ZEDEs as colonial. Worse, withholding funds or forcing restitution would undermine the core intent of the Harris plan—invest in Honduras to stem outmigration, address low growth, and improve governance. Instead of listening to those who are advocating for a few private corporations’ desire to cash in on their fiefdoms, the United States should be supporting stronger Honduran institutions, starting with respecting the democratic will of the Honduran people.

Energy & Economics
LNG-tanker Energy Progress, Nakhodka, Russia

Russia: LNG exports up in 2022

by Iwona Wiśniewska

Russian Deputy Prime Minister Aleksandr Novak has announced that Russia’s production and exports of liquefied natural gas (LNG) rose by almost 9% to around 33 million tonnes (c. 46 bcm) in 2022. Most of the Russian LNG was produced at the Yamal LNG project (c. 20 million tonnes), whose main shareholders include Russia’s Novatek (50.1%), France’s TotalEnergies (20%) and China’s CNPC (20%) and the Silk Road Fund (9.9%). Nearly 15 million tonnes from this project went to Europe (up 14% y-o-y), and around 5 million tonnes were shipped to China. In addition, more than 10 million tonnes were produced in the Gazprom-controlled Sakhalin-2 project in the Russian Far East, an increase of 2% year-on-year. The main customers for this gas were Japan (the Japanese companies Mitsui and Mitsubishi are shareholders in the project) and China. According to Chinese customs data, a total of 6.5 million tonnes of LNG were shipped to the PRC from Russia in 2022, up from 5.7 million tonnes a year earlier. LNG is also being produced in two small-scale projects in the Leningrad region in the Baltic Sea. The Novatek-owned Vysotsk terminal produced around 700,000 tonnes and the Gazprom-owned Portovaya LNG produced around 350,000 tonnes. Gas from both projects was supplied to the European market. The deputy prime minister also asserted that Russia intends to deliver on its ambitious plans to double its LNG production in the next few years, and increase its LNG exports to 100 million tonnes in 2030 as a result. This would be achieved mainly through the development of Arctic LNG projects, including the Novatek-owned Arctic LNG 2. This expansion has been promised even though Russian production may decline in 2023 due to planned maintenance work on two (out of four) Yamal LNG production lines. CommentarylLNG was the only Russian fuel whose supplies to Europe increased in 2022. Consequently, the importance of LNG has increased both with regard to Russia’s exports (LNG accounted for 25% of all Russian gas supplied to the EU) and the EU’s imports (less 20% of the EU’s total LNG imports).lIt will be very difficult, if possible at all, to realise Russia’s ambitious plans for a robust increase in LNG production in the years to come. Forecasts from the Russian Ministry of Energy published in May 2022 showed that LNG production will be much lower than previously assumed. Under the current baseline scenario, LNG exports are projected to reach almost 31 million tonnes in 2023 and 35.7 million tonnes in 2024, compared to the previous target of over 50 million tonnes. lAs a result of sanctions following the Russian invasion of Ukraine, Russia’s LNG sector has been cut off from the Western technology and equipment which played a key role in the development of this sector. Many foreign companies (German, French, Spanish and others) have withdrawn from cooperation with Russia in this area; for example, one of the shareholders in Arctic LNG 2, France’s TotalEnergies (10%), has stopped investing in the project and started the process of completely withdrawing from the venture, which should be finalised in the first half of 2023. Nonetheless, the Russian authorities are insisting that they will manage to complete the construction of the first Arctic LNG 2 production line by December 2023 (about 90% of the work had already been done when the sanctions were introduced), and that the next two lines will also be put into operation according to the original schedule, that is, in 2024 and 2026. Leonid Mikhelson, the CEO of Novatek, has affirmed that the corporation has managed to purchase the necessary equipment by cooperating with companies from countries such as Turkey and the United Arab Emirates. Russian companies are also working on developing their own gas liquefaction technologies. At present, these are inefficient (the production lines are capable of producing a maximum of 1 million tonnes per year) and often fail. It is unlikely that Russia will be able to fully replace Western technologies and equipment by circumventing the sanctions or developing its own solutions. Indeed, the effectiveness of such efforts so far proven to be limited.  

Defense & Security
Russian Air Force twin jet engine Su-35 Flanker fighter bomber jet aircraft performing aerobatic maneuver

Iran’s quest for Russian Su-35s and its impact on West Asia’s strategic calculations

by Kabir Taneja

With Western actors preoccupied with the Ukrainian crisis, the Middle East may be heading towards a significant time of churn in 2023 As much of the West’s political capacities get bogged down with the crisis in Ukraine and the return of a Cold War-like geopolitics between Washington and Moscow, other areas of contention that were taking precedence only a few months ago, like Iran, have taken a back seat. During this period, in light of the war, ties between Russia and Iran have used the prevailing situation as an incubator to further the bilateral. According to reports, Iran is expected to receive new Sukhoi 35 fighter aircraft from Russia. When delivered, these jets will be the first major purchase by Tehran for its ageing air force fleet which currently, and perhaps ironically, still includes old American airframes from the pre-1979 Revolution era such as F-14s and F-5s along with older Soviet-made MiG-29s delivered in the early 1990s. Iran has been subjected to stringent sanctions over the decades, severely depleting its ability to purchase weapons from abroad. However, the silver lining for Tehran has come in the way of robust domestically sustained industries, specifically in the realm of defence, that manage to keep the country’s aged military infrastructure up and running with little outside help. Arguably, the pinnacle of this outcome has been the country’s indigenous drones programme. Iranian-made Shahed-136 drones, provided by Tehran to Moscow for use in Ukraine, became a symbol of Iran–Russia bonhomie at a time when the Kremlin was struggling to gain significant military wins in the conflict, and others, such as Türkiye, were providing Kiev with its now globally successful Bayraktar TB-2 drones. The Iranian government maintains that it is not taking sides in the conflict, which may be true strategically, but tactically, the evidence points to the contrary. However, the Su-35s are expected to add a significant boost to Tehran’s conventional arsenal. Geopolitically, the jets themselves tell a story of the volatility and constantly shifting interests in the region. Originally meant for Egypt, the Su-35s are being seen as Russian repayment for a consistent supply of drones by Iran (Moscow – Tehran cooperation on drones pre-dates the Ukraine war). From an Egyptian perspective, the Su-35s were an add-on to the country’s fleet of Russian MiG 29s, both being inducted due to Washington’s unwillingness to sell Cairo F-15s (a demand standing since the 1970s), in part owing to the country’s chequered human rights record. The US has been criticised for allowing partner states in the region to hedge their interests with the likes of Moscow and Beijing by taking too long in making strategic decisions. Iran’s move towards a degree of modernising its frontline fighter aircraft fleet comes at a time when the Middle East (West Asia) is staring down towards a complete collapse of the Iran nuclear agreement (JCPOA) and attempts to revive the same. The outreach to Iran by the West is perhaps at its lowest juncture, with the United States (US) saying it would, by all means, disallow Iran from gaining nuclear capabilities to the European Union (EU) looking to brand the Islamic Revolutionary Guard Corps (IRGC) as a terror organisation. With European capitals and the US overwhelmed with the reality of a war returning to Europe, the Middle East may be heading towards a significant time of churn in 2023, including a possibility of the region going nuclear, and this does not only elude to Iran’s nuclear programme, but others in the region as well pursuing nuclear energy. The US remains the most influential power in the region, however, others such as China and Russia have made their own inroads. For example, while the United Arab Emirates (UAE) remains one of the closest allies of Washington in the region, it baulked initially when it came down to voting against Moscow’s aggressions at the UN. This was backed by the fact that a lot of Russian money trying to escape the war and Russian President Vladimir Putin’s grab along with skirting sanctions ended up in places like Dubai, boosting the Emirati economy. On the other hand, Saudi Arabia, which still has a fractious relationship with the administration of US president Joe Biden, works closely with Russia as part of the OPEC+ construct, influencing global oil pricing. Along with this, most capitals in the region are looking to not get caught in the middle of future big power rivalries, specifically between the US and China. The above, interestingly, includes Israel, America’s ‘all-weather ally’ in the region. With the return of Benjamin Netanyahu to power with a coalition of far-right political parties in tow, Israel is expected to harden its posture against Iran in the coming year. With the news of Su-35s, Israel is already said to have approached the US for the purchase of 25 F-15EX aircraft, an advanced variant of the airframe already in extensive use by the Israeli Air Force (IAF). This purchase is specifically intended to build capacity to strike Iran’s heavily defended nuclear sites. Israel already operates the most advanced fighter aircraft in the region, the stealth F-35 Lightening II, and to maintain its military superiority, with its new political composition in a leadership role, may continue to be one of the issues stalling the UAE from attaining the same capabilities despite both signing the historic Abraham Accords in 2020. This shows that a level of divergence may always remain beyond the surface of Israel–Arab rapprochement. Both Israel and the US, although having differences over the political trajectory of the former in the recent past, are also conducting the largest-ever bilateral military exercise, with the US showing its full support behind Israel’s regional security interests. On the sidelines of the exercise, a senior US defence official has said that “Iran will not be allowed to go nuclear, period”. The unravelling of diplomatic efforts to engage with Iran had arguably been slowly running out of steam for some time, and the conflict in Ukraine has added a spring in the heels of Russia–Iran cooperation. With China remaining a silent outlier for now, despite having deep ties with both Moscow and Tehran, this defence cooperation may bring benefits for both parties in the time to come despite a complex diplomatic relationship that includes Russian presence in Syria as a point of contention. With domestic political compulsions out of the way for now, Biden has a window to restrengthen his position amongst traditional partners in the region. And with him continuing Trump’s bullish policies against Iran rather than the Obama-era approach of offering a buffet of carrots, the US taking a harder approach will be palatable in the region. However, the jury is still out on what the coming year looks like for the Middle East. Iran has consistently postured towards taking talks forward, while also continuing its strategic and tactical policies and not ceding any space in these areas of its interests. 2023 may witness an inflection point in the region, moving away from the prevailing status quos, specifically if there are significant strides made by Tehran with its nuclear programme. While Israel previously has covertly targeted the programme inside Iran, often at its own will and pace, there has been a period of lull with such operations, raising questions on where talks with Tehran stand today, and what the future holds for diplomacy which has been short-changed by strategic mistakes by both the US and Iran alike.

Defense & Security
Ukrainian soldier looking over destructions in Irpin, Ukraine

No peace without a military victory

by Jana Puglierin

Russia has been at war with Ukraine for more than 10 months, with no end in sight and with just as little prospect for direct negotiations between the warring parties. These were last broken off mutually on 17 May 2022. Since then, there have been repeated calls in Germany, whether in opinion articles or open letters, for more diplomatic efforts to end the hostilities. Such calls were often combined with demands for the federal government to cease arms deliveries to Ukraine: when all is said and done, peace is achieved not with arms, but with a truce, the argument goes. And continuing the war with the already unrealistic goal of a Ukrainian victory and the recapture of all the territory occupied by Russia would only mean useless bloodshed. These calls are all too understandable given the horrific images of suffering and destruction that reach us daily from Ukraine. Even so, it would be wrong right now to urge Ukraine to negotiate – or even give up parts of its territory and the people living there. Surely, no one wants the guns to go silent more than the Ukrainians themselves. They are the victims of this war. It is their hospitals, kindergartens and schools that have been destroyed by Russian missiles and drone attacks. Many have lost their homes. When the air raid sirens sound, it is they who sit in the shelters and who go without heating, electricity or running water, often for hours or days on end. The exact number of soldiers who have died at the front is unknown; US estimates put the count at up to 100,000. And yet, the Ukrainian government wants to continue the fight against the Russian aggressor – and only negotiate directly with Russia if and when the Kremlin first answers for its war crimes before an international tribunal and withdraws all troops from Ukraine, including from the illegally annexed areas. In this,  the government is supported by the vast majority of the Ukrainian population.Putin wants total control of UkraineIt is clear to the Ukrainians that the Russian President Vladimir Putin is not interested in finding a way for a secure coexistence with a sovereign and independent Ukraine that can determine its own future.  He wants it gone. In his view, today's Ukraine is nothing more than a ‘colony with a puppet regime’, an externally controlled and hostile ‘anti-Russia’, set up against the ‘real cultural, economic and social interests of the people and the true sovereignty of Ukraine’. For Putin, Ukraine and Russia are ‘one people’.  A Ukraine that is independent of Russia and wants to open up to Europe along the lines of its central European neighbours is unacceptable because it calls into question the very foundations of the Russian imperium, which Putin is determined to prevent from falling apart. The repeatedly expressed assumptions that Russia is ultimately only concerned with preventing Ukraine from joining NATO, or only has geographic interests in the Donbas, are wrong. In truth, Moscow wants Ukraine to relinquish much more: its freedom, its identity, its self-determination, its culture. The destruction of Ukrainian life, Ukrainian art and Ukrainian statehood, together with repressions – from murder to rape to abduction – in the occupied territories are clear demonstrations of this. So far, there is no reason to believe that Putin's thinking has changed in recent months. On the contrary, with every further step, Putin makes clear that he is not ready to make concessions. Although he and other members of the Russian government regularly mention the word ‘negotiations’, they have so far not presented a concrete option. As recently as the end of December 2022, Russian Foreign Minister Sergey Lavrov repeated the call for the ‘demilitarisation and denazification’ of Ukraine and described the illegally annexed areas of Ukraine as Russia’s ’new territories’. Clearly, Putin has not abandoned his goal of complete political control over the country but has merely adjusted his approach and timeline. Because Russia was not militarily successful, the devastating airstrikes on the Ukrainian civilian population and the energy infrastructure are now intended to break the population's will to resist and to wear down the country – until Russia is able to launch a new offensive in the spring. Putin is also counting on the fact that the western supporter states – also under pressure from their populations – will soon tire and run out of weapons, ammunition and money for Kyiv. If the West were now to press for a ceasefire or peace negotiations, perhaps with the threat that it would otherwise end support for Ukraine, that would signal to the Kremlin that its method is working and that all it has to do is wait until we lose patience. So far, none of the advocates of an imminent ceasefire have been able to convincingly explain how Putin can be persuaded to make concessions without exerting further military pressure on him.Preventing Russia from dictating peaceWe Germans, in particular, have for years been repeating the mantra that ‘there is no military solution’ to this or that conflict. Unlike Vladimir Putin: in Georgia, the Crimea and Syria, he has learned that he can very successfully use military force to achieve his political goals. In the current conflict, therefore, only Ukraine's military successes prevent such a dictated peace from happening. In other words, Russia must first be stopped and pushed back militarily before there can be any chance of real diplomacy. It's about enabling Ukraine to hold its own against the Russian invasion and showing Putin that even a new military offensive in the spring has no chance of succeeding – and that this won't change over time. The West itself has a paramount interest in Putin not making any gain from his war of aggression. His ambitions are a danger to all of Europe. If he gets away again with using force and nuclear blackmail to bring parts of another state under his control, this invites repetition elsewhere, be it by Russia or another state. The goal of an overall revision of the European security order, which is essential for peace and prosperity also here in Germany, was announced by Russia in the treaty texts of December 2021. The decision by Germany, the US and France to now also supply Ukraine with armoured personnel carriers and reconnaissance vehicles is therefore logical. It emphasises that the major military powers of the West will not force Ukraine into an unacceptable deal with Russia.  Of course, the danger of escalation must always be kept in mind when providing military support. However, the reactions after missiles fell on the Polish-Ukrainian border in particular has shown that the West is aware of this and is reacting prudently and is capable of risk management. Real negotiations will only begin again when both Russia and Ukraine come to the conclusion that there is more to be gained from a truce than from fighting on. Perhaps the cards will be reshuffled after spring — if the ’hot autumn’ and the ’winter of fury’ in Europe fail to materialise, if the western democracies continue to stand firmly on the side of Ukraine and if a new Russian offensive proves unsuccessful. What is certain is that any negotiations and compromises will reflect the resulting balance of power between the parties. Our goal must therefore be to get Ukraine ready as well as possible for this point in time and to prepare together with Kyiv for the moment when the window for diplomacy indeed opens.

Defense & Security
The Philippines Army standing in parade

Bound to Comply: the Philippines’ One-China Policy and Mutual Defense Treaty with the U.S.

by Aaron Jed Rabena

In the event of hostilities in the Taiwan Strait, Manila’s defense treaty with the United States will give it little room to manoeuvre. President Ferdinand “Bongbong” Marcos Jr.’s recent visit to China underscores his intent to have a constructive relationship with China, and a balanced and diversified Philippine foreign policy. But as Sino-US relations deteriorate and United States President Joseph Biden veers towards strategic clarity to defend Taiwan amid heightened cross-Strait tensions, the risk of getting entangled in a Sino-US conflict over Taiwan has become a major policy issue for Manila.  All Philippine presidents have strictly adhered to the One-China policy which is enshrined in the Joint Communique on normalisation of Sino-Philippine ties in 1975. Even President Benigno Aquino III, who arguably pursued the most critical China policy in 2010-2016, toed the line on the One-China policy and repatriated wanted Taiwanese nationals to Beijing in 2011. Manila’s adherence to the One-China policy was reaffirmed by Marcos Jr. after U.S. House Speaker Nancy Pelosi’s visit to Taiwan last year.  In the event of a Sino-U.S. conflict over Taiwan, the legal status of Manila’s commitment to the One-China policy would be tested against its obligations under the 1951 Philippine-US Mutual Defense Treaty (MDT). The treaty highlights the “sense of unity,” “common determination” and “collective defense” against an “external armed attack” and “potential aggressor”, but it is ambiguous about the specific geographic scope of its application in the Pacific. While the Philippines sees the utility of the MDT primarily for a South China Sea contingency, the U.S. can invoke Article IV of the MDT in a Taiwan conflict. The article states that each party deems that “an armed attack in the Pacific area on either of the Parties would be dangerous to its own peace and safety and declares that it would act to meet the common dangers in accordance with its constitutional processes.”  With respect to “constitutional processes”, the 1987 Philippine Constitution gives the Congress the power to declare “the existence of a state of war”; only under such conditions or another national emergency, would the President be authorised by law to wield the necessary powers “to carry out a declared national policy.” As such, congressional intervention would be an important variable that needs to be closely watched. Manila can also mitigate entrapment risks by exercising its sovereign authority on where and how the U.S. military could access and use its facilities. The preamble to the Enhanced Defense Cooperation Agreement (EDCA) states that “US access to and use of facilities and areas will be at the invitation of the Philippines and with full respect for the Philippine Constitution and Philippine laws.” Yet, history has shown how the Philippines could be involved in a war over Taiwan even in the absence of a U.S. formal invocation of the MDT. Manila could send boots on the ground and/or provide logistical access for U.S. military operations. This was the case in the Korean War, Vietnam War, and U.S. wars in Afghanistan and Iraq.  Put differently, Manila is caught in a bind. On one hand, it fears Washington’s abandonment in the event of a South China Sea conflict with China. Manila has repeatedly demanded clarity and immediacy in U.S. alliance commitments. To this end, Manila concluded the 1998 Visiting Forces Agreement (VFA) and the 2014 EDCA with Washington to secure U.S. military presence in the region and security guarantees. On the other hand, the Philippine security establishment increasingly fears entrapment, where the country’s military is drawn into a Sino-US conflict over Taiwan. This reality became evident following former U.S. House Speaker Nancy Pelosi’s visit to Taiwan in August 2022. In September 2021, the Philippine ambassador to America said that the U.S. can use Philippine bases in a Taiwan conflict if it is important for the Philippines’ security. The condition, however, remains open-ended and is contingent on many indeterminate factors.  At the moment, the risks of entrapment are increasing, at least from the operational perspective. Since its coming to power, the Marcos Jr. administration has taken steps to bolster security ties with Washington. Both countries have agreed to explore joint patrols in the South China Sea, and accelerate the implementation of the EDCA through infrastructure enhancement at various locations. Both allies are looking at adding more sites for American military access, including in the northern province of Cagayan near Taiwan, to facilitate faster response to crisis situations. They have also agreed to double the number of troops involved in joint exercises and plan to sharply increase the number of bilateral defence activities in 2023. Given the timing of these initiatives, Beijing would likely see these Philippine moves as siding with America to undermine its One-China principle and enable U.S. military prepositioning for war-time contingencies. Should the Philippines provide basing access in a cross-strait conflict, Manila would certainly face Chinese sanctions. China could also play hardball in the South China Sea and its ballistic missiles could target countries facilitating U.S. combat operations. But if tensions in the South China Sea escalate and coincide with tensions in Taiwan, there will be a greater incentive for Manila to strategically align with Washington and accommodate U.S. military hardware.  How the Philippines should respond to a Taiwan contingency is not simply a legal question but a critical national security concern. There are around 200,000 overseas Filipino workers in Taiwan; repatriating them during an armed confrontation over Taiwan would be an enormous undertaking. This will be compounded by a massive human migration of Taiwanese nationals.  Even if Manila manages to sidestep the risks associated with entrapment in a Taiwan Strait conflict, it cannot escape the geopolitical ramifications of such a historic event. Should China successfully reunify Taiwan by force, China could inch closer to the northern Philippines and it will be easier for China to break through the First Island Chain. China’s takeover of Taiwan would also augment its power projection capability in the South China Sea. This would consequently impact Philippine maritime and security interests. Given the Philippines’ geographic proximity to Taiwan, its status as a U.S. defence treaty ally and its stakes in the South China Sea, there will be complications in Manila’s desire to be neutral in a Taiwan contingency.