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Defense & Security
São Paulo SP Brazil October 22 2023 People take part in a demonstration against Israel's military offensive in the Gaza Strip in Sao Paulo, Brazil, on October 22, 2023.

Political Insights (13): Brazil’s Stance on Operation al-Aqsa Flood

by Prof. Dr. Walid ‘Abd al-Hay, Yarmouk Universi

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Introduction  When the UN General Assembly passed the 1947 partition resolution on Palestine, Brazil was presiding over the meetings, and its delegate delayed the vote multiple times to secure the maximum number of votes in favor of the partition. From that point until 2002, Brazilian policy closely aligned with the US position on Israel. However, with President Luiz Inácio Lula da Silva’s election in 2002, Brazil’s stance became less aligned with Israel and shifted toward a more balanced and neutral approach between conflicting international poles. This shift, however, was not consistent and fluctuated, particularly during the 2019–2022 period under President Jair Bolsonaro’s right-wing government. After Lula da Silva’s return to the presidency in early 2023, Brazilian policy once again moved towards a less pro-Israel stance, particularly in response to the aftermath of the Operation al-Aqsa Flood. Brazil holds substantial qualitative significance in Latin America, encompassing around 47.8% of the continent’s area and accounting for nearly half of its population (214 million out of approximately 434 million). First: Determinants of Brazilian Foreign Policy on the Palestine Issue  Three key factors largely shape Brazil’s policy toward Palestine: 1. The Influence of the Brazilian Agricultural Lobby The trade relationship, particularly in the agri-food sector and related investments, is a key factor in Brazil’s policy towards the Middle East. Agri-food products account for 27% of Brazil’s agricultural trade, amounting to $18 billion with Arab countries, $2 billion with Iran, and $2 billion with Israel. In comparison, trade with the Palestinian Authority (PA) stands at approximately $30 million, making Israeli trade with Brazil 60 times larger than that with the PA. Furthermore, Israel was the first country outside South America to sign a trade agreement with Mercosur, the Southern Common Market, in 2007, where Brazil is the leading member. The agricultural sector wields significant influence within the government, with 300 members of the Brazilian legislature—two-thirds of the body—affiliated with its interests. This powerful lobbying presence allows them to block any policies that might negatively impact the agricultural sector. A notable example of their influence is the successful obstruction of Bolsonaro’s plan to move the Israeli embassy to Jerusalem. After receiving a warning from the LAS that such a move could harm trade relations between Brazil and Arab countries, the agricultural lobby’s pressure led Bolsonaro to instead open a commercial representation office in Jerusalem, rather than relocating the embassy. 2. The Growing Movement of Christian Zionism Studies in political sociology from Latin America indicate a growing shift from Catholicism to Evangelicalism, which may increase the potential for conversion to “Christian Zionism” within the Evangelical movement. Christian Zionism advocates for the establishment of a “Jewish state” in the Promised Land as a precursor to Christ’s return. Some estimates suggest that the proportion of Christian Zionists in Brazil could reach 40% within the next decade. The Pentecostal movement, which supports both Bolsonaro and Israel, plays a significant role in this trend. A concerning aspect of this movement is its deepening influence within political power structures, as it currently holds 25% of the seats in the parliament and 17% in the Senate. 3. Brazil-Israel Security Relations The 1970s marked the beginning of security relations between Brazil and Israel. Faced with intense leftist pressures, right-wing administrations in Latin America sought support from the US and other powers, including Israel. These security ties were formalized in 2008, and even during his second presidency (2007–2010), leftist leader Lula da Silva continued this policy by signing a security cooperation agreement with Israel to leverage its technological advancements. In 2014, Brazil engaged an Israeli security and defense systems company to manage and coordinate security for the 2016 Olympic Games in Rio de Janeiro, and the relationship has continued since. Second: The Impact of Brazilian-Israeli Relationship Determinants on Operation al-Aqsa Flood’s Ramifications  It is challenging to grasp Brazil’s stance on the repercussions of Operation al-Aqsa Flood without considering the three preceding variables, which have led Brazilian scholars to describe the country’s approach as equidistant diplomacy. This approach avoids taking a clear side in the conflict, irrespective of the ruling political movement. This diplomatic stance is evident in the pro-Israeli right wing (the Liberal Party) retracting some of its previous positions of support for Israel, while the left wing (the current ruling Workers’ Party) has not supported the Palestinian side as strongly as expected. The following practices illustrate this relative equidistance: 1. The ruling left-wing government in Brazil has adopted the accusation that Israel has committed genocide in the Gaza Strip (GS), describing it as a “Holocaust.” Brazil has backed South Africa’s initiative to bring the case before the International Court of Justice (ICJ), reflecting its alignment with the BRICS group, which includes both countries. Additionally, in May 2024, the Brazilian government blocked a deal to purchase Israeli weapons. It has continued to criticize the expansion of Israeli settlements, advocating for a two-state solution and the Palestinian right to self-determination. Brazil has also played a role in drafting and supporting resolutions at the UN General Assembly and Security Council calling for a ceasefire in GS. However, da Silva condemned the resistance attack on 7/10/2023 as an “act of terrorism,” while asserting that the Israeli response was “disproportionate to the Palestinian action.” Although da Silva recalled his ambassador from Israel, he did not sever diplomatic relations. The commercial office in Jerusalem continued its operations as usual. Security ties were not fully severed but were instead “suspended.” While trade in food between the two sides continued, Israel blocked the departure of some Brazilians from GS following the outbreak of hostilities, permitting their exit only after more than a month, whereas individuals of other nationalities were allowed to leave sooner. 2. The right-wing opposition, known for its strong alignment with Israel, has organized a series of meetings with the Israeli ambassador and has provided venues for him to screen films that claim to depict “terrorist activities” by resistance groups. A Brazilian state also awarded Benjamin Netanyahu the title of “honorary citizen,” and Bolsonaro’s wife cast her vote in recent elections while wearing a T-shirt depicting an the Israeli flag. This aligns with right-wing policies that mirrored those of US President Donald Trump, including recognizing Jerusalem as Israel’s capital, supporting the Abraham Accords between Arab countries and Israel, and denying the existence of Palestine. Additionally, Netanyahu was hosted as the first Israeli prime minister to visit Brazil. Nevertheless, Bolsonaro decided against moving the Brazilian embassy to Jerusalem after receiving warnings from the agricultural lobby, as previously mentioned. Conclusion  The information above highlights Brazil’s significant qualitative influence, particularly in Latin America, and the presence of overlapping factors in decision-making. It also underscores the current favorable environment under President da Silva’s leadership to support the Palestine issue, driven by the severe Israeli actions and the war on GS. Thus, it is essential to intensify efforts to develop the relationship with Brazil both officially and publicly. This includes increasing activities and events in Portuguese, facilitating visits and engaging directly with Brazilian agricultural lobbies and through Arab diplomats. Additionally, Arab Christians, especially Palestinians living in Brazil, should actively engage with Brazilian Christian communities, particularly the Catholic sectors.

Defense & Security
Harris and Trump presidential election 2024. Word cloud showing their political key issues.

The Armageddon Agenda: Kamala Harris, Donald Trump, and the Race to Oblivion

by Michael T. Klare

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The next president of the US will face various challenges that divide the nation, including a nuclear defense policy. The next president of the United States, whether Kamala Harris or Donald Trump, will face many contentious domestic issues that have long divided this country, including abortion rights, immigration, racial discord, and economic inequality. In the foreign policy realm, she or he will face vexing decisions over Ukraine, Israel/Gaza, and China/Taiwan. But one issue that few of us are even thinking about could pose a far greater quandary for the next president and even deeper peril for the rest of us: nuclear weapons policy. Consider this: For the past three decades, we’ve been living through a period in which the risk of nuclear war has been far lower than at any time since the Nuclear Age began — so low, in fact, that the danger of such a holocaust has been largely invisible to most people. The collapse of the Soviet Union and the signing of agreements that substantially reduced the U.S. and Russian nuclear stockpiles eliminated the most extreme risk of thermonuclear conflict, allowing us to push thoughts of nuclear Armageddon aside (and focus on other worries). But those quiescent days should now be considered over. Relations among the major powers have deteriorated in recent years and progress on disarmament has stalled. The United States and Russia are, in fact, upgrading their nuclear arsenals with new and more powerful weapons, while China — previously an outlier in the nuclear threat equation — has begun a major expansion of its own arsenal. The altered nuclear equation is also evident in the renewed talk of possible nuclear weapons use by leaders of the major nuclear-armed powers. Such public discussion largely ceased after the Cuban Missile Crisis of 1962, when it became evident that any thermonuclear exchange between the U.S. and the Soviet Union would result in their mutual annihilation. However, that fear has diminished in recent years and we’re again hearing talk of nuclear weapons use. Since ordering the invasion of Ukraine, Russian President Vladimir Putin has repeatedly threatened to employ nuclear munitions in response to unspecified future actions of the U.S. and NATO in support of Ukrainian forces. Citing those threats, along with China’s growing military might, US Congress has authorized a program to develop more “lower-yield” nuclear munitions supposedly meant (however madly) to provide a president with further “options” in the event of a future regional conflict with Russia or China. Thanks to those events and related developments, the world is now closer to an actual nuclear conflagration than at any time since the end of the Cold War. And while popular anxiety about a nuclear exchange may have diminished, keep in mind that the explosive power of existing arsenals has not. Imagine this, for instance: even a “limited” nuclear war — involving the use of just a dozen or so of the hundreds of intercontinental ballistic missiles (ICBMs) possessed by China, Russia, and the United States — would cause enough planetary destruction to ensure civilization’s collapse and the death of billions of people. And consider all of that as just the backdrop against which the next president will undoubtedly face fateful decisions regarding the production and possible use of such weaponry, whether in the bilateral nuclear relationship between the U.S. and Russia or the trilateral one that incorporates China. The U.S.-Russia Nuclear Equation  The first nuclear quandary facing the next president has an actual timeline. In approximately 500 days, on February 5th, 2026, the New Strategic Arms Reduction Treaty (New START), the last remaining nuclear accord between the U.S. and Russia limiting the size of their arsenals, will expire. That treaty, signed in 2010, limits each side to a maximum of 1,550 deployed strategic nuclear warheads along with 700 delivery systems, whether ICBMs, submarine-launched ballistic missiles (SLBMs), or nuclear-capable heavy bombers. (That treaty only covers strategic warheads, or those intended for attacks on each other’s homeland; it does not include the potentially devastating stockpiles of “tactical” nuclear munitions possessed by the two countries that are intended for use in regional conflicts.) At present, the treaty is on life support. On February 21st, 2023, Vladimir Putin ominously announced that Russia had “suspended” its formal participation in New START, although claiming it would continue to abide by its warhead and delivery limits as long as the U.S. did so. The Biden administration then agreed that it, too, would continue to abide by the treaty limits. It has also signaled to Moscow that it’s willing to discuss the terms of a replacement treaty for New START when that agreement expires in 2026. The Russians have, however, declined to engage in such conversations as long as the U.S. continues its military support for Ukraine. Accordingly, among the first major decisions the next president has to make in January 2025 will be what stance to take regarding the future status of New START (or its replacement). With the treaty’s extinction barely more than a year away, little time will remain for careful deliberation as a new administration chooses among several potentially fateful and contentious possibilities. Its first option, of course, would be to preserve the status quo, agreeing that the U.S. will abide by that treaty’s numerical limits as long as Russia does, even in the absence of a treaty obliging it to do so. Count on one thing, though: such a decision would almost certainly be challenged and tested by nuclear hawks in both Washington and Moscow. Of course, President Harris or Trump could decide to launch a diplomatic drive to persuade Moscow to agree to a new version of New START, a distinctly demanding undertaking, given the time remaining. Ideally, such an agreement would entail further reductions in the U.S. and Russian strategic arsenals or at least include caps on the number of tactical weapons on each side. And remember, even if such an agreement were indeed to be reached, it would also require Senate approval and undoubtedly encounter fierce resistance from the hawkish members of that body. Despite such obstacles, this probably represents the best possible outcome imaginable. The worst — and yet most likely — would be a decision to abandon the New START limits and begin adding yet more weapons to the American nuclear arsenal, reversing a bipartisan arms control policy that goes back to the administration of President Richard Nixon. Sadly, there are too many members of Congress who favor just such a shift and are already proposing measures to initiate it. In June, for example, in its version of the National Defense Authorization Act for fiscal year 2025, the Senate Armed Services Committee instructed the Department of Defense to begin devising plans for an increase in the number of deployed ICBMs from 400 of the existing Minuteman-IIIs to 450 of its replacement, the future Sentinel ICBM. The House Armed Services Committee version of that measure does not contain that provision but includes separate plans for ICBM force expansion. (The consolidated text of the bill has yet to be finalized.) Should the U.S. and/or Russia abandon the New START limits and begin adding to its atomic arsenal after February 5th, 2026, a new nuclear arms race would almost certainly be ignited, with no foreseeable limits. No matter which side announced such a move first, the other would undoubtedly feel compelled to follow suit and so, for the first time since the Nixon era, both nuclear powers would be expanding rather than reducing their deployed nuclear forces — only increasing, of course, the potential for mutual annihilation. And if Cold War history is any guide, such an arms-building contest would result in increased suspicion and hostility, adding a greater danger of nuclear escalation to any crisis that might arise between them. The Three-Way Arms Race  Scary as that might prove, a two-way nuclear arms race isn’t the greatest peril we face. After all, should Moscow and Washington prove unable to agree on a successor to New START and begin expanding their arsenals, any trilateral nuclear agreement including China that might slow that country’s present nuclear buildup becomes essentially unimaginable. Ever since it acquired nuclear weapons in 1964, the People’s Republic of China (PRC) pursued a minimalist stance when it came to deploying such weaponry, insisting that it would never initiate a nuclear conflict but would only use nuclear weapons in a second-strike retaliatory fashion following a nuclear attack on the PRC. In accordance with that policy, China long maintained a relatively small arsenal, only 200 or so nuclear warheads and a small fleet of ICBMs and SLBMs. In the past few years, however, China has launched a significant nuclear build-up, adding another 300 warheads and producing more missiles and missile-launching silos — all while insisting its no-first-use policy remains unchanged and that it is only maintaining a retaliatory force to deter potential aggression by other nuclear-armed states. Some Western analysts believe that Xi Jinping, China’s nationalistic and authoritarian leader, considers a larger arsenal necessary to boost his country’s status in a highly competitive, multipolar world. Others argue that China fears improvements in U.S. defensive capabilities, especially the installation of anti-ballistic missile systems, that could endanger its relatively small retaliatory force and so rob it of a deterrent to any future American first strike. Given the Chinese construction of several hundred new missile silos, Pentagon analysts contend that the country plans to deploy as many as 1,000 nuclear warheads by 2030 and 1,500 by 2035 — roughly equivalent to deployed Russian and American stockpiles under the New START guidelines. At present, there is no way to confirm such predictions, which are based on extrapolations from the recent growth of the Chinese arsenal from perhaps 200 to 500 warheads. Nonetheless, many Washington officials, especially in the Republican Party, have begun to argue that, given such a buildup, the New START limits must be abandoned in 2026 and yet more weapons added to the deployed U.S. nuclear stockpile to counter both Russia and China. As Franklin Miller of the Washington-based Scowcroft Group and a former director of nuclear targeting in the office of the secretary of defense put it, “Deterring China and Russia simultaneously [requires] an increased level of U.S. strategic warheads.” Miller was one of 12 members of the Congressional Commission on the Strategic Posture of the United States, a bipartisan group convened in 2022 to reconsider America’s nuclear policies in light of China’s growing arsenal, Putin’s nuclear threats, and other developments. In its final October 2023 report, that commission recommended numerous alterations and additions to the American arsenal, including installing multiple warheads (instead of single ones) on the Sentinel missiles being built to replace the Minuteman ICBM and increasing the number of B-21 nuclear bombers and Columbia-class ballistic-missile submarines to be produced under the Pentagon’s $1.5 trillion nuclear “modernization” program. The Biden administration has yet to endorse the recommendations in that report. It has, however, signaled that it’s considering the steps a future administration might take to address an expanded Chinese arsenal. In March, the White House approved a new version of a top-secret document, the Nuclear Employment Guidance, which for the first time reportedly focused as much on countering China as Russia. According to the few public comments made by administration officials about that document, it, too, sets out contingency plans for increasing the number of deployed strategic weapons in the years ahead if Russia breaks out of the current New START limits and no arms restraints have been negotiated with China. “We have begun exploring options to increase future launcher capacity or additional deployed warheads on the land, sea, and air legs [of the nuclear delivery “triad” of ICBMs, SLBMs, and bombers] that could offer national leadership increased flexibility, if desired, and executed,” said acting Assistant Secretary of Defense Policy Vipin Narang on August 1st. While none of those options are likely to be implemented in President Biden’s remaining months, the next administration will be confronted with distinctly ominous decisions about the future composition of that already monstrous nuclear arsenal. Whether it is kept as is or expanded, the one option you won’t hear much about in Washington is finding ways to reduce it. And count on one thing: even a decision simply to preserve the status quo in the context of today’s increasingly antagonistic international environment poses an increased risk of nuclear conflict. Any decision to expand it, along with comparable moves by Russia and China, will undoubtedly create an even greater risk of instability and potentially suicidal nuclear escalation. The Need for Citizen Advocacy  For many of us, nuclear weapons policy seems like a difficult issue that should be left to the experts. This wasn’t always so. During the Cold War years, nuclear war seemed like an ever-present possibility and millions of Americans familiarized themselves with nuclear issues, participating in ban-the-bomb protests or the Nuclear Weapons Freeze Campaign of the 1980s. But with the Cold War’s end and a diminished sense of nuclear doom, most of us turned to other issues and concerns. Yet the nuclear danger is growing rapidly and so decisions regarding the U.S. arsenal could have life-or-death repercussions on a global scale. And one thing should be made clear: adding more weapons to the U.S. arsenal will not make us one bit safer. Given the invulnerability of this country’s missile-bearing nuclear submarines and the multitude of other weapons in our nuclear arsenal, no foreign leader could conceivably mount a first strike on this country and not expect catastrophic retaliation, which in turn would devastate the planet. Acquiring more nuclear weapons would not alter any of this in the slightest. All it could possibly do is add to international tensions and increase the risk of global annihilation. As Daryl Kimball, executive director of the Arms Control Association, a nonpartisan research and advocacy outfit, put it recently: “Significant increases in the U.S. deployed nuclear arsenal would undermine mutual and global security by making the existing balance of nuclear terror more unpredictable and would set into motion a counterproductive, costly action-reaction cycle of nuclear competition.” A decision to pursue such a reckless path could occur just months from now. In early 2025, the next president, whether Kamala Harris or Donald Trump, will be making critical decisions regarding the future of the New START Treaty and the composition of the U.S. nuclear arsenal. Given the vital stakes involved, such decisions should not be left to the president and a small coterie of her or his close advisers. Rather, it should be the concern of every citizen, ensuring vigorous debate on alternative options, including steps aimed at reducing and eventually eliminating the world’s nuclear arsenals. Without such public advocacy, we face the very real danger that, for the first time since the atomic bombings of Hiroshima and Nagasaki in August 1945, nuclear weapons will again be detonated on this planet, with billions of us finding ourselves in almost unimaginable peril. The article was translated and licensed under CC BY-SA 3.0 ES (Atribución-CompartirIgual 3.0 España).

Diplomacy
Russia, China and USA political confrontation concept.

USA, China, Russia: Multiplying Deterrence

by Ivan Timofeev

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Minimising the number of one’s enemies while multiplying one’s number of friends is a basic principle of diplomacy that has existed for centuries. The simplicity of the principle itself is more than compensated by the complexity of its practical implementation. In international relations, the price of friendship may be too high, limiting freedom of manoeuvre, while open hostility brings existing contradictions to the limit, radically resolving them in favour of one side or another. Advising a diplomat to expand alliances and limit confrontations is like advising a stock market player to buy shares when they are cheap and sell when they are expensive. It is obvious that minimising the number of rivals allows you to save resources, concentrate them on the tasks of internal development, and not be torn on several fronts. However, it is also obvious that competition may be preferable to concessions to the demands of the opposite side, especially when it comes to issues of principle. The situation is further complicated by the fact that countries can compete in some areas while remaining partners in others. Then adjusting the balance of cooperation and competition becomes even more difficult. The transition of international relations to extreme forms of rivalry is quite possible; history is full of such episodes. In such situations, the key task becomes not so much preserving the remnants of friendship as a preparation for the upcoming war, which the parties may consider inevitable, waging war by proxies, and entering into confrontation at a convenient moment. The bottom line is that the one who finds the optimal balance of allies and rivals will be able to conserve resources, and if confrontation is inevitable, will be able to withstand it, emerge victorious, and make use of the results of victory. The current state of international relations demonstrates a steady tendency towards the multiplication of deterrence tasks among the three key global centres of military power—the United States, China and Russia. Each of them has an increasing number of opponents. Moreover, the increase in their number, as well as the degree of confrontation, has its roots in the relatively favourable situation of the 1990s and early 2000s, when Washington, Beijing, and Moscow enjoyed much more favourable external conditions: the number of rivals was negligible, while the density of partnerships was unprecedented. At the turn of the 20th and 21st centuries, the United States had virtually no rivals among the major powers. Relations with Russia were defined by a network of arms control treaties. It was difficult to call them cloudless, but even a semblance of confrontation from the Cold War era was very difficult to imagine. The key security problem for the United States was radical Islamism in its terrorist guise; Russia actively helped the United States in its fight against international terrorism, and China simply did not interfere. North Korea and Iran formed an “axis of evil” whose nuclear ambitions Washington tried to restrain with sanctions. Moscow and Beijing, if they did not help the Americans, then at least tried to find the optimal formula for solving nuclear problems via the UN Security Council. Some twenty years later, the situation for the United States has changed quite radically. China is perceived as a powerful and long-term rival in all senses. We are talking about a military-political, economic, and even ideological rivalry. It is difficult to compare China with the USSR during the Cold War. But in all three of these dimensions, it represents an alternative to American politics. Although the United States would like to keep the rivalry with China under control, especially given the close ties between the two economies, the task of containing China will become a priority for decades to come. Russia has turned from a weakened and extremely cautious partner into a tough and uncompromising adversary, as its interests in the post-Soviet space are being infringed upon, and its economy and military-industrial complex are being restored. Enmity with it requires a manifold increase in investments in support of Ukraine, an increased presence in Europe, and the modernisation of nuclear potential, taking into account the advance appearance of new missile systems in Moscow. The arms control regime has been torn to shreds. Washington is trying to control the escalation but could find itself at war with Russia, with the unlikely but growing risk of a nuclear exchange. The DPRK has both nuclear weapons and missiles capable of launching them. It would now be more difficult to crush North Korea.  US enmity towards Russia and its rivalry with China has provided an opportunity for Pyongyang to emerge from isolation. The same goes for Iran. The aggravation of US relations with Russia and China plays into Tehran’s hands in overcoming isolation and the blockade. The “axis of evil” that the United States so actively fought against has only strengthened, and in interaction with Russia and partly China, it will continue to strengthen. Russia and China themselves are also getting closer. A military alliance is a long way off. Moscow and Beijing are not striving for it. But their interaction is now closer, and the United States will no longer be able to use Russia to balance China. Chinese diplomacy has been building an extremely cautious foreign policy since the late 1970s. Beijing has most consistently adhered to the principle of minimizing adversaries and maximizing friends. In many ways, China has achieved its goal, having managed to create favourable foreign policy conditions for enormous economic growth, increasing the well-being of citizens and modernising the army. The problem is that such PRC growth, even taking into account the lack of expressed ambitions, has caused growing concern in the United States. As a result, Beijing was faced with the fact that Washington decided to act proactively, containing China while the possibilities for such containment remained in the arsenal of American foreign policy. Perhaps the PRC leadership would prefer to continue to enjoy the benefits of global peace and live amid conditions of minimal competition. But the results of successful modernisation are now becoming an issue that the United States considers a security challenge. This means China will have to live in response to the American policy of containment, which includes the building of anti-Chinese alliances. Here, American diplomacy will try to place its bets, including in India. However, India is too large and powerful a country to play a passive role. China, in turn, is building a special relationship with the United States' European NATO allies. Here Beijing could take into account the Russian experience of “special” relations with the European Union. Finally, Russia at the turn of the century had practically no serious rivals. The country was seriously weakened by the fall of the Soviet Union and controversial reforms. Political relations with the West have gradually deteriorated since the late 1990s, but still haven’t reached a critical level, having been compensated with a high level of economic cooperation. In Asia, relations with US allies Japan and South Korea were also especially cordial without the burdens that remained in matters of European security. Today, almost the entire collective West is fighting against a strengthened Russia in Ukraine, supplying Kiev with weapons and ammunition, and providing Ukraine with finances, intelligence, military specialists, etc. Economic relations have been undermined for a long time by sanctions. Tokyo and especially Seoul have taken a more cautious position, but are still forced to follow the American line. The bottom line is that all three powers, for various reasons, have found themselves in a situation where the tasks of containment, expanding confrontation, and the need to resolve security issues involve using force or the threat of its use. Past economic ties have not held back political contradictions. Apparently, we are only at the beginning of an exacerbation. After all, the real fight between the two key rivals—the USA and China—is yet to come. One can argue for a long time about what is the root cause of the increase in deterrence—mistakes of diplomats or objective factors giving rise to rivalry. The result is what’s important. The three largest military-political centres simultaneously faced deteriorating foreign policy conditions, whereas twenty years ago all three were in a much more peaceful environment. The fate of the future world order still depends on the ability of the ‘troika’ to control rivalry and on the results of such rivalry. First published in the Valdai Discussion Club. Original published in Russian. https://ru.valdaiclub.com/a/highlights/ssha-kitay-rossiya-umnozhenie-sderzhivaniya/

Diplomacy
The tenth Pacific Islands Leaders Meeting

Who speaks for the Pacific?

by Kerryn Baker , Theresa Meki

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском As the Pacific Islands Forum came to an end, the underlying questions remain: who has a voice and legitimacy to influence the region, and who doesn’t  The Pacific Islands – a grouping largely made up of small island developing states – is in the middle of an increasingly contested strategic space, making regional politics an important, and closely observed, site. At the end of August, Pacific Islands Forum heads of government met in Tonga for the organisation’s annual leaders’ meeting. Along with the Pacific heads of government, other dignitaries were also present, including United Nations Secretary General António Guterres. This is the apex event on the regional calendar, and it came with a crowded agenda, including issues like climate change, transnational crime and health security. But one of the pressing issues facing the Forum is an existential one, as membership debates and geopolitical tussles highlight: the question of who and what the Forum represents. In recent years, divisions within the region have become apparent, including the perceived marginalisation of North Pacific countries in what was initially called the South Pacific Forum. These tensions culminated in the decision by five Micronesian states to leave the Forum in 2021, although this was later reversed. Yet, the final Forum communiqué demonstrates that Pacific leaders are on the same page on many issues, covering agreed outcomes relating to health, education, fisheries and other key issues. Climate change was highlighted as ‘a matter of priority to the Pacific region’ and as an intersecting and broad-ranging issue affecting Pacific states. A new Pacific Policing Initiative – a proposal to create a multinational Pacific police force and invest in subregional policing hubs – was endorsed, although in a nod to some debate surrounding its implementation, leaders emphasised the need for further consultation. Emerging geopolitical frictions  A controversy over the final version of the communiqué, however, highlights enduring divisions in the Forum. In the communiqué initially published online on Friday afternoon, paragraph 66 read that ‘Leaders reaffirmed the 1992 Leaders decision on relations with Taiwan/Republic of China.’ This refers to Taiwan’s established status as a ‘development partner’ of the Forum. After public statements from China’s special envoy for the Pacific Qian Bo criticising this language, the communiqué was taken offline and revised, with the paragraph referencing Taiwan removed. Forum officials blamed the confusion on an administrative error. Three of the 18 full members of the Forum recognise Taiwan: Marshall Islands, Palau and Tuvalu. While the Pacific was once a key focus of Taiwan’s diplomatic strategy, its influence has waned in the region in recent years with moves from Solomon Islands, Kiribati and Nauru to shift recognition to Beijing, prompted by a diplomatic offensive by the People’s Republic of China. In an increasingly contested geopolitical context, Taiwan’s status in regards to the Forum is likely to remain a difficult topic for member countries. The concept of sovereignty has always been relatively flexible in the Forum: founding members include the Cook Islands and Niue, which are countries in free association with New Zealand and are not UN member states. In light of rising strategic competition, issues of membership of the Forum also raise existential questions for its future. In 2016, the French territories of New Caledonia and French Polynesia became full Forum members. But their political status does pose interesting questions for the Forum, especially considering the recent riots and ongoing tensions in New Caledonia. In the Forum communiqué, leaders reaffirmed a decision to send a mission to New Caledonia, a move that has been fraught; prior to the meeting, the French Ambassador to the Pacific had asserted that ‘New Caledonia is French territory and it is the [French] State which decides on who enters’. The communiqué also endorsed the applications for associate member status for Guam and American Samoa, two US territories with clear ambitions to accede to full membership status in the future as New Caledonia and French Polynesia have. The concept of sovereignty has always been relatively flexible in the Forum: founding members include the Cook Islands and Niue, which are countries in free association with New Zealand and are not United Nations member states and also do not issue their own passports. Yet, the 2016 decision represented a substantive shift in the principles of Forum membership, one likely to bolster the claims to full membership of other territories. On the one hand, it can be argued that the Forum is becoming more representative in encompassing more Pacific polities and acknowledging the remarkable diversity in political status that exists in the region. On the other, an expanding membership raises questions of the influence of metropolitan powers like France and the US in the Forum. This is an already fraught conversation given the perceived outsized influence of founding member states Australia and New Zealand. Pacific leaders have in the past been outspokenly critical about the role of larger countries in the Forum, given the power differentials and differences in policy on key issues like climate change. France and the US, along with Australia and New Zealand, all have colonial histories – and, for many, an enduring colonial presence – in the region. Given this context, their present and prospective roles in the Forum have been critiqued as preventing the institution from being a truly Pacific space. Pacific leaders like former Fijian Prime Minister Frank Bainimarama have in the past been outspokenly critical about the role of larger countries in the Forum, given the power differentials and differences in policy on key issues like climate change. Behind all of these decisions and controversies are fundamental questions: who has a voice in the Forum and who does not; who has the legitimacy to exert influence in the region and who does not. Resolving these issues in a way that strengthens the Forum’s own legitimacy as the primary regional institution is a pressing and existential matter. In the midst of this, what was not on the Forum agenda is also worth considering. Even in the presence of two elected women heads of government – President Hilda Heine of Marshall Islands and Prime Minister Fiamē Naomi Mata’afa of Samoa – and even following last year’s endorsement of a Revitalised Pacific Leaders Gender Equality Declaration, gender equality is absent from the 2024 communiqué.

Energy & Economics
This is the 30th anniversary logo of ASEAN's formal relations with India.

India's evolving trade strategy with ASEAN

by Soumya Bhowmick , Tanisha Paul

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The AIFTA and CECA have increased India-ASEAN trade, but recent talks aim to address trade imbalances and adjust tariffs for improved Indian export access. India's Act East Policy, initiated in the early 1990s (previously Look East Policy), is a cornerstone of India's foreign policy to strengthen economic, strategic, and cultural ties with the Asia-Pacific region, particularly Southeast Asia. Free Trade Agreements (FTAs) play a central role in this strategy. India's approach to trade policies, particularly in FTAs with the Association of Southeast Asian Nations (ASEAN), reflects a complex balancing act between protecting domestic industries and fostering international trade partnerships. The India-ASEAN Free Trade Area (AIFTA), established in 2009, aimed to enhance economic cooperation by offering tariff concessions on goods traded between India and ASEAN countries. However, recent talks have focused on revising tariff structures to address disparities and improve trade flows, highlighting India's commitment to deepening economic engagement with ASEAN for mutual benefits and regional integration. To be sure, ASEAN remains a crucial trading partner for India, accounting for 11 percent of its global trade, with bilateral trade reaching US$ 122.67 billion during 2023-24. The India-ASEAN Comprehensive Economic Cooperation Agreement (CECA) comprises three key agreements covering Goods, Services, and Investment. India’s trade with ASEAN experienced astounding growth after signing the ASEAN-India Trade in Goods Agreement (AITIGA). However, the trade disproportionately benefits the ASEAN region. Between FY 2009 and FY 2023, imports from ASEAN to India grew by 234.4 percent while exports from India rose only by 130.4 percent, expanding India’s trade deficit from US$ 7.5 billion annually when the agreement was enacted in 2011 to approximately US$ 44 billion in 2023.    The potential adjustment of tariffs is influenced by the need to protect burgeoning sectors within India's economy, aligning with the government's “Make in India” initiative to transform India into a global manufacturing hub. For instance, raising tariffs on mobile phone parts and automobile components could incentivise domestic production and reduce import dependency. In the goods trade category, India eliminated import duties on approximately 74 percent of tariff lines and reduced duties on an additional 14 percent of tariff lines—highlighting one consolidated offer to ASEAN. At the same time, each ASEAN member made separate offers to India. This asymmetry in negotiation power also hinders India’s flexibility in protecting vulnerable domestic industries from competitive ASEAN imports.  ASEAN economies are inherently export-oriented with flourishing manufacturing bases. In contrast, India’s economy is significantly service- and agriculture-oriented, and it has not fully capitalised on the FTA, resulting in higher penetration of ASEAN countries into the Indian market. Indian exports have struggled to gain similar traction in ASEAN countries. Moreover, the inverted duty structure on certain items, like ferroalloys, aluminium, copper pipes and tubes, textile staple fibres, and several chemical preparations, puts Indian industries at a disadvantage.  To boost local manufacturing, India has implemented specific measures such as Production-Linked Incentive (PLI) schemes, higher import tariffs, and import monitoring, but several trade agreements negotiated earlier are seen as impediments. Domestic firms in India, particularly in the electronics and automotive sectors, have pressured the government to raise import tariffs to protect local industries, rooted in the desire to safeguard domestic manufacturers from cheaper imports and promote self-reliance and technological advancements. The implications of such tariff hikes extend beyond immediate economic protection. By fostering a robust industrial base, India can create jobs, stimulate economic growth, and enhance technological innovation. However, it is crucial to implement these measures in a way that does not significantly disrupt trade relations in the region. India-ASEAN trade talks  The 5th meeting of the AITIGA Joint Committee at the ASEAN Secretariat in Jakarta, Indonesia, in July 2024 marked a significant step forward in strengthening economic cooperation between India and ASEAN where all eight sub-committees focused on market access, rules of origin, standards, sanitary measures, and trade facilitation. India will host the next round of negotiations to review the AITIGA in November 2024 to address the pending concerns involving the reciprocity of trade benefits between India and ASEAN. One of the primary concerns is the trade imbalance between India and its FTA partners. To address this imbalance, India seeks greater market access for its goods, particularly in the automotive and agricultural sectors. For instance, India aims to enhance exports of automobiles and agricultural products to ASEAN countries, aligning with its strategic economic goals despite challenges. Reducing non-tariff barriers is another critical issue. Non-tariff barriers, such as stringent customs procedures and regulatory hurdles, impede smooth trade flows and increase business costs. Simplifying these procedures and ensuring compliance with international standards can facilitate more accessible trade between India and its FTA partners. For example, streamlining customs procedures for agricultural exports can help Indian farmers access new markets in ASEAN countries. The ASEAN bloc has already expressed concerns about India’s Customs (Administration of Rules of Origin under Trade Agreements) Rules, 2020 (CAROTAR 2020), which they believe hinder their exports. Indian negotiators also push for tariff cuts in various sectors, including chemicals, metals, textiles, and gems, while addressing non-tariff barriers imposed by ASEAN, such as strict food certification requirements. The outcome of these negotiations will be pivotal in reshaping India-ASEAN trade dynamics. Revising the sensitive and exclusion lists to ensure fair trade practices while protecting vulnerable domestic industries will also be a crucial point of negotiation. This revision can help balance the interests of domestic manufacturers with the need to adhere to international trade commitments. Enhancing the transparency and predictability of trade practices, including establishing consistent and transparent trade policies, will be essential to foster a more robust trade relationship. Finally, by engaging with ASEAN through comprehensive trade agreements like AIFTA and CECA, India aims to boost economic cooperation and solidify its geopolitical influence in the region. India’s efforts to balance protectionism with regional integration reflect its broader economic strategy. For example, the “Atmanirbhar Bharat” (Self-Reliant India) initiative emphasises self-reliance and domestic manufacturing while seeking to integrate India into the global economy by enhancing its trade relationships. This strategy can ensure that India remains competitive in the global economy.

Defense & Security
Bombings and war between Israel and Hamas

Israel has a history of unsuccessful invasions of Lebanon. Will this time be any different?

by Amin Saikal

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Following a massive bombardment of Lebanon, Israel has begun a land invasion of its northern neighbour. Troops have entered southern Lebanon in a bid to push Hezbollah back beyond the Litani River, 29 kilometres from the Israeli border. The stated goal is to facilitate the return of some 60,000 displaced Israelis to their homes in northern Israel. By killing Hezbollah leader Hasan Nasrallah and several of his commanders over the weekend, Israel has already struck a serious blow to the group. This has boosted Israeli Prime Minister Benjamin Netanyahu’s profile, despite a majority of Israelis wanting to see his departure. Israel is now set to repeat its Gaza operations in Lebanon, with a view to reordering the Middle East in its own interests. But has it bitten off more than it can chew? Unsuccessful track record  Israel has been here before. It invaded Lebanon as far as the capital Beirut in 1982, in an attempt to eliminate the Palestine Liberation Organisation. It was trying to extinguish the Palestinian resistance to Israel’s occupation of the West Bank, Gaza and East Jerusalem that had existed since the 1967 Israeli–Arab War. 1982 was also the year Hezbollah was formed with the help of the recently established Islamic government in Iran. Israel empowered its Lebanese Christian allies to massacre hundreds of Palestinians in Sabra and Shatila refugee camps in Beirut. It also forced the Palestinian Liberation Organisation to shift its headquarters from Beirut to Tunisia. Israel then carved out a security zone to the north of its border, but faced stiff resistance from Hezbollah. As Israeli casualties mounted, the then prime minister Ehud Barak made a unilateral withdrawal in 2000. The pullout amplified Hezbollah’s popularity and strength as a formidable political and paramilitary force against Israel and its allies. Israel invaded Lebanon in 2006 in a bid to wipe out Hezbollah. It failed to achieve its objective. After 34 days of bloody fighting and substantial costs for both sides, it accepted a United Nations Security Council resolution for a ceasefire, with Hezbollah emerging triumphant. Defiant warfare  Netanyahu feels confident of success this time. He also has the backing of his extremist ministers, especially those of national security, finance and defence. He depends on their support for his domestic political survival. Israel has more firepower than ever before. It has displayed it in the Gaza war while revenging Hamas’s killing of more than 1,000 Israelis and abducting some 240 Israeli and foreign nationals on October 7.   In scorched-earth operations, the Israel Defense Forces have flattened swathes of the Gaza Strip and killed more than 40,000 of its civilians – 35% of them were children – with two million more having been repeatedly displaced. In this, the Netanyahu leadership has ignored the norms of warfare, international humanitarian law, a UN Security Council resolution for a ceasefire, and the International Court of Justice’s warning against genocidal actions. Further, he has brazenly deflected widespread global condemnation of Israeli actions. Buttressing his defiant stance has been the United States’ “iron-clad” military, financial and economic support of Israel. Washington has just approved a further US$8.7 billion (about A$12.5 billion) aid package in support of Israel’s Lebanon campaign. Netanyahu has had no compelling reason even to be amiable to Washington’s calls for restraint or ceasefire. Will this time be different? Netanyahu’s confidence is reinforced still further by Israel’s nuclear capability. Although undeclared, Israel reportedly possesses many nuclear weapons for regional deterrence and military supremacy in the region. Netanyahu and his supporters have claimed their use of disproportionate force to be legitimate in self-defence against what it calls the terrorist tentacles (Hamas, Islamic Jihad and Hezbollah) of the Iranian octopus. With the US and several of its Western and regional Arab allies having shared his posture, Israel is now focused once more on the unfinished business of uprooting Hezbollah. Hezbollah forms a key element of Iran’s “axis of resistance” against Israel and the US. Netanyahu knows destroying the group would mean the breakup of Iran’s national and regional security system. He is not averse to risking a direct confrontation with Iran, while remaining assured of full US support in such an event. Tehran cannot be expected to abandon Hezbollah, but it also has other domestic and foreign policy priorities. Newly elected Iranian president Masoud Pezeshkian has assumed power with promises to reduce theocratic political and social restrictions and improve living conditions for most Iranians. Pezeshkian is also committed to improving Iran’s regional and international relations, including reopening negotiations with the West (particularly the US) regarding Iran’s nuclear program, so as to end US-led sanctions. Pezeshkian appears to have the backing of the powerful Supreme Leader Ayatollah Ali Khamenei, who has shown a willingness to be pragmatic when needed. His foreign minister Abbas Araghchi has stated that Hezbollah is capable of defending itself. For now, Tehran’s approach is to let Israel be trapped in Lebanon, as on previous occasions. Hezbollah is not Hamas: it is damaged but still quite well armed and strategically placed. The group will be able to wage an endless resistance to Israeli occupation. This could come at high human and material costs for the Jewish state that could also prevent many Israelis from returning home to northern Israel. At this stage, it is important to remember two points. One is that after a year-long pernicious campaign, Israel still has not completely succeeded in extinguishing Hamas’s resistance. The job of taking on Hezbollah in a ground war could prove to be much harder and more hazardous. The other is that, like Netanyahu, former US president George W. Bush sought to reorder the Middle East according to US geopolitical preferences. He intervened in Afghanistan and Iraq under the guise of a war on terrorism and promoting democracy. But America’s actions further destabilised the region. Since World War II, the application of brute force has rarely served as a viable substitute for diplomacy in managing world problems.

Defense & Security
Cape Town, Western Cape, South Africa - December 10 2023: Pro- Palestinian murals in solidarity with Gaza murals in Bo Kaap district

Political Insights (12): South Africa’s Stance and the Impact of Operation al-Aqsa Flood

by Prof. Dr. Walid ‘Abd al-Hay

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Introduction  The historical legacy of the Israeli-South African relationship has contributed to the current ambiguity between the two parties. During the early stages, South Africa’s political landscape was divided between a regime that pursued racial discrimination and viewed Israel as an ally from 1948 to 1994. This relationship intensified after the Arab-Israeli War of 1967 and continued to develop rapidly until 1987, when international efforts to isolate South Africa’s apartheid regime began. Over these two decades, Israeli-South African relations expanded across various fields, including cooperation on the Israeli nuclear project. With the collapse of the apartheid regime and the victory of the nationalist forces led by the African National Congress (ANC) in 1994, South Africa’s relationship with Israel began to diverge without completely rescinding its recognition of Israel as a state. At that time, Israel maintained an embassy in Pretoria and a commercial office in Johannesburg, while South Africa had an embassy in Tel Aviv. There were also reciprocal visits between officials of the two countries. Notably, South Africa’s first president, Nelson Mandela, visited Israel in 1999, though he had previously hosted Palestine Liberation Organization (PLO) Chairman Yasir ‘Arafat in South Africa a year earlier. Current Nature of the Relationship  The Israeli-South African relationship is characterized by South Africa’s support for Palestinian statehood in the 1967 occupied territories, while still maintaining recognition of Israel despite occasional strains. These strains have included several notable events: the recall of the South African ambassador in 2010, the operation of the Boycott, Divestment, Sanctions (BDS) Movement in South Africa since 2012, the hosting of a Hamas delegation in 2015, the withdrawal of the South African ambassador and embassy staff from Israel in November 2023 following the first month of Operation al-Aqsa Flood, and finally, South Africa’s filing of a case with the International Court of Justice (ICJ) accusing Israel of “genocide of the Palestinian people” in December 2023. Major Changes Following Operation al-Aqsa Flood  In the aftermath of Operation al-Aqsa flood, the relationship between Israel and South Africa experienced two key developments that will shape the future of their relationship: 1. The results of the June 2024 elections in South Africa, which saw 52 parties contesting, with 18 parties securing seats in parliament. Notably, the outcome of these elections highlights: a. The ANC, which has been the strongest advocate for the Palestine issue, has diminished in influence. Comparing its seat count from the 2019 to the 2024 elections, the number decreased from 230 to 159 seats, representing a loss of 71 seats, or 31% of its total voting power. b. This outcome suggests that the ANC will no longer be able to unilaterally pass its decisions, particularly in foreign policy, as it has been able to since 1994, when it enjoyed a comfortable majority to advance its governmental decisions. c. To further complicate the situation, other political forces that, to varying extents, opposed the ANC’s stance on the repercussions of Operation al-Aqsa Flood have made significant progress and are now part of a national unity government. These forces include: • The Democratic Alliance (DA), which primarily represents white communities and supports Israel, increased its seats from 84 to 87 between 2019 and 2024. • The Inkatha Freedom Party (IFP), representing Zulu communities, grew its representation from 14 to 17 seats. • The Patriotic Alliance, which declared its support for Israel following Operation al-Aqsa Flood, secured 8 seats. These election results have diminished the ANC’s ability to monopolize decision-making, placing it in a difficult position as it balances its commitment to Palestine with its interest in maintaining the government coalition. 2. A growing number of countries have joined South Africa in bringing the genocide case against Israel before the ICJ under Articles 62 and 63 of the Court’s Statute. The following countries have formally requested to join the case: Nicaragua (February 8), Belgium (March 11), Colombia (April 5), Turkey (May 1), and Libya (May 10). Additionally, several countries have expressed their intention to join, including Egypt (May 12), Maldives (May 13), Mexico (May 24), Ireland (May 28), Chile (June 2), Spain (June 6), not to mention Palestine (June 3), and Cuba (June 22). However, the court has not yet ruled on any of these requests. The growing number of accession requests strengthens the credibility of South Africa’s case, reflecting the increasing international criticism of Israel. Future Role  South Africa is a significant center of influence on the African continent, ranking sixth in terms of population. However, its internal situation will play a critical role in determining its ability to maintain its political stance on the Middle Eastern conflict. The structure of the coalition government—led by President Cyril Ramaphosa of the ANC, with a deputy from the DA—complicates decision-making, as previously noted. Additionally, traditional power dynamics suggest a country with diminishing regional and international influence. Beyond South Africa’s moral authority, rooted in its history of overcoming apartheid, the country faces considerable challenges. It ranks first globally in the Gini index [Gini index measures the extent to which the distribution of income or consumption among individuals or households within an economy deviates from a perfectly equal distribution]. Furthermore, its score of –0.72 on the Political Stability Index, coupled with a 33.55% unemployment rate, undermine its capacity to exert influence. An essential facet of South Africa’s international diplomacy is its efforts to shape global rules, aiming to achieve a “soft balance” with dominant regional and international powers. South Africa has effectively leveraged its diplomatic resources to strengthen its ties to various international networks and to reshape the global framework to its advantage. This success is exemplified by its early membership in the BRICS group, its active role in conflict resolution in Africa—having contributed to the settlement of nine African conflicts—and its efforts to enhance the African Union’s role. Notably, South Africa outpaced many global powers in drafting resolutions adopted by the UN General Assembly between 1994 and 2023. This achievement is reflected in South Africa’s rise on the political globalization index, moving from approximately 47 points to about 89 points between 1994 and 2022. Additionally, South Africa’s leadership in raising the issue of “genocide” against Israel and the influx of countries from all continents seeking to align with South Africa further underscores this diplomatic trend, which the Palestinian resistance should strategically leverage. Conclusion  South Africa will continue to support the Palestine issue in the foreseeable future, though this support may be less effective due to the recent election results. However, it is crucial to strengthen ties with the ruling ANC and leverage its alliance with Al Jama-Ah Islamic party (which holds two seats) and other pro-Palestine parties, especially in advising on managing relations with South Africa. Additionally, it is important to capitalize on South Africa’s moral standing and its advancements in political globalization indicators.

Defense & Security
American nuclear button concept. USA missile launches from its underground silo launch facility, 3D rendering

Revision of US Nuclear Operational Guidelines

by Kim Tae-Woo

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском Kim Tae-woo, former head of the Institute for Unification Studies Today, I would like to tell you that the US nuclear strategy is changing . As President Biden’s term draws to a close, the US is changing its nuclear weapons operational guidelines. President Biden , like President Obama, originally argued for a reduction in the role of nuclear weapons. That is why, when he took office as president in 2020, he advocated for sole purpose nuclear use and no first use (NFU). ‘Sole purpose nuclear use’ means that the US will only use nuclear weapons when it is directly attacked by nuclear weapons, and NFU is an abbreviation for ‘No First Use’, which means that it will not use nuclear weapons before its adversary. When a president changes, the US publishes a strategy document called the ‘Nuclear Posture Review (NPR)’, which declares its nuclear strategy and nuclear operational policies to the outside world. Allies were concerned that if President Biden included such content in the NPR, they would distrust the nuclear umbrella provided by the US. Perhaps conscious of these concerns, the 2022 NPR did not include such content, but President Biden’s nuclear philosophy was reflected throughout the strategy book. As a result, the United States decided to stop developing submarine-launched nuclear cruise missiles (SLCM-N) and retire the B83-1 (1.2 mt) missile, an aircraft-delivered nuclear weapon. The Biden administration has changed. In March, it ordered the US military to create nuclear operational guidelines to prepare for a situation in which China, Russia, and North Korea cooperate to launch a nuclear attack on the US, and approved the newly created guidelines. At the same time, it also ordered the development of necessary new weapons and the modernization of the nuclear operational system. In June, the director of the White House National Security Council (NSC)’s nonproliferation office also said, “If the nuclear threat from China, Russia, and North Korea increases, the US will also increase its deployed nuclear weapons,” and hinted at the possibility that “nuclear weapons can be used in conventional warfare.” This is a reversal of President Biden’s policy of giving up preemptive nuclear use. In this way, President Biden is adopting new nuclear operational guidelines and nuclear doctrine while changing his previous position with less than a year left in his term. The reason for this change in the US nuclear doctrine is that he is taking the nuclear arms buildup of China, Russia, and North Korea very seriously in the new Cold War situation, and the strategic focus on the North Korean nuclear issue is changing from ‘North Korea’s nuclear abandonment’ to ‘prevention of nuclear use.’ Although the sensitive parts of the newly created nuclear weapons operational guidelines have not been made public, it is known that they contain explicit concerns about China’s nuclear arms buildup. The guidelines are based on the US Department of Defense’s estimate that China’s nuclear weapons will increase to 1,000 by 2030 and 1,500 by 2035, and are intended to prepare for the possibility that China could threaten the US by cooperating with Russia and North Korea on nuclear weapons. The same goes for North Korea. In March, the US, through the NSC and experts, mentioned the need for “interim steps” that are a step back from the goal of “denuclearization,” and said, “We are willing to talk to North Korea unconditionally for negotiations.” The terms “denuclearization of North Korea” and “CVID,” or “complete, verifiable, and irreversible denuclearization of North Korea,” disappeared from the platforms of the US Democratic and Republican parties announced ahead of the November presidential election. North Korea may say that “the US has recognized our possession of nuclear weapons,” but that is a misinterpretation. It does not mean accepting, or tolerating, North Korea’s nuclear weapons, but rather recognizing, and is trying to lower the nuclear threat through dialogue, recognizing that North Korea has no intention of giving up its nuclear weapons immediately, but responding strongly if North Korea refuses. As such, the nuclear issue is now reaching a dead end. As the military closeness and nuclear cooperation between China, Russia, and North Korea intensifies, it is ultimately triggering a response from the US. Naturally, South Korea cannot just keep watching. In Korea, civic groups are currently conducting a campaign to collect 10 million signatures calling for nuclear armament, but it is unclear how much this movement will change national policy in the future. If this trend continues, there may be countermoves in Japan and Taiwan as well. It is difficult to understand why North Korea should really increase its nuclear weapons and strengthen its military power with drones and artillery, even though food shortages are starting again, the youth are opposing the one-party dictatorship, and the elite are increasingly defecting to seek freedom. “Copyright © 1998-2023, RFA. Used with the permission of Radio Free Asia, 2025 M St. NW, Suite 300, Washington, D.C. 20036. https://www.rfa.org.”

Energy & Economics
The concept of a fragile, vulnerable, unstable world order.

World Order Transformation: Economy, Ideology, Technology

by Aleksandr Dynkin

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском The concept of a multipolar (or polycentric) world order [1] was first coined by Academician Yevgeny Primakov in 1996 [Primakov 1996]. Like everything new, it was not immediately accepted, but ultimately became a significant contribution to both domestic and world theory of international relations, offering a compelling alternative to Western approaches, particularly the one proposed in Samuel Huntington’s The Clash of Civilizations [Huntington 1993]. It informed the idea of trilateral cooperation between Russia, China and India, implemented by Primakov and later embodied in the BRICS group. By now, the idea of multipolarity has been recognized in global political science, has entered the conceptual framework and the language of international diplomacy and is used in Russia’s doctrinal documents. In 2015, we proposed the scenario of a new bipolarity [2] as one of the possible trajectories for global development. Today, many scholars, both Chinese and American, [3] suggest that China-centric and U.S.-centric poles are emerging. This article discusses the “multipolarity — new bipolarity” dichotomy. Long Global Macro-Transformations World history shows that a new world order typically emerges after the end of a major war (see Table 1). Table 1. International system (world order)    Source: systematized by A.A. Dynkin, IMEMO RAS Europe was usually the “kitchen” where the world order was cooked. Take the last 200 years. After the end of the Napoleonic Wars, the Concert of Europe emerged and lasted for 100 years. The century-long stability of that system could be explained by the homogeneity of the political organization of its guarantor states. All members of the Concert of Europe were monarchies. World War I produced the Versailles system, which lasted only 20 years. One of the reasons for its short life was the exclusion of the Soviet Union, Germany and China. The Yalta-Potsdam system was formed by the victors in World War II. Its guarantors were the “Big Three” powers—the Soviet Union, the U.S. and the UK—along with France and China. The three defeated powers—Germany, Japan and Italy—were discriminated and disenfranchised. This system existed for 45 years and was initially thought to be polycentric, but quickly degenerated into a bipolar order, and the Cold War commenced. With the collapse of the Soviet Union and dissolution of the Warsaw Pact, the system became unipolar, dominated by the West, primarily the U.S. It disregarded Russia’s interests and, from 2018 onward, began discriminating against China as well. February 2022 can be considered the formal date of the unipolar world’s demise. However, today’s predictions suggest it will take at least 10 years before the new post-unipolar system becomes stable. The economic center of gravity is a spatial indicator of the economic strength of states, borrowed from physics. To put it simply, this is a geographical point of equilibrium for GDP, trade and investment flows of different countries. Figure 1 shows a map of how the world’s economic center of gravity shifted for over a thousand years. It appeared in Central Asia, on the territory of the Ghaznavid Empire (modern-day Afghanistan). The center then migrated northwest, while the devastation in post-war Europe forcefully pushed it (within just 10 years) to the West, toward Greenland. Then it turned east again. The sharpest shift, to the southeast, occurred in 2000–2010 and is associated with the rise of China. The economic center of gravity has almost returned to the same meridian but remained more than 2,000 km north of the starting point, which indicates a return to the millennial balance of economic power between the West and the East. Figure 1. “Journey” of the three-dimensional economic center of gravity    Source: Dobbs R., Remes J., Manyika J. et al. Urban world: Cities and the rise of the consuming class. McKinsey Global Institute, 2012. https://www.mckinsey.com/featured-insights/urbanization/urban-world-cities-and-the-rise-of-the-consuming-class. Statistic calculations by IMEMO RAS for 60 years of peace (1960–2021) indicate the stability of the center’s latitudinal (horizontal) position. This suggests a relatively consistent proportion of GDP production by the countries in the Global South and Global North, under the economic leadership of the Northern Hemisphere. The shift to the East has also been clearly confirmed. According to our projections up to 2050, the future position of the globe’s center of economic activity will lie on the border of India and China. This method of analysis reveals a high level of inertia in time and geographic monotonicity of changes in the balance of economic power of states. It also shows that wars can drastically disrupt the natural course of events. The center of gravity method can also be applied to the arsenals of strategic and tactical weapons (see Figure 2). For example, during the Cuban Missile Crisis, the U.S. had a huge advantage, but then there was a clear pivot to the northeast—the creation of superior nuclear capabilities in the Soviet Union. With the onset of arms control in 1993, a reversing loop emerged, heading southwest. This was followed by a curve to the east with an implied southward inclination, which reflects the growing nuclear stockpiles of India, Pakistan, North Korea, and the rapid buildup of strategic and tactical nuclear forces in China. The military center of gravity follows its economic peer with a lag of 20 years, reflecting the geopolitical ambitions of Asian powers. These interpretations also clearly demonstrate the end of unipolarity and point to the rise of multipolarity. Figure 2. Movement of the nuclear center of gravity Source: calculations by K.V. Bogdanov, Center for International Security at IMEMO RAS, based on the data from the Bulletin of the Atomic Scientists. https://thebulletin.org/nuclear-notebook/. Technology. Politicians tend to be techno-optimists. Barack Obama predicted that 3D printing would transform the entire world. [4] George W. Bush promised that decoding the human genome would revolutionize medicine. [5] All false starts. Economists traditionally measure the rate of technological progress (TP) using the total factor productivity (TFP) index. To put it simply, this is the part of economic growth driven not by an increase in inputs—labor and capital—but rather by improvements in the efficiency of their use. Technological progress means not only the generation of new scientific and technological ideas but also their mass replication. Without economic validation of the impact of wide dissemination of innovations, scientific or technological achievements remain in history as brilliant breakthroughs with only local economic effects, giving rise to journalistic generalizations at best, such as the “Fourth Industrial Revolution” or “the sixth techno-economic paradigm.” Statistical metrics rely on data of technologically advanced nations, while catching-up countries have room for growth by approaching the TP frontier, i.e. adopting and improving existing ideas and technologies. Technological leaders spend more resources pushing the TP frontier, while those catching up can accelerate at lower costs, effectively staying in the “wind shadow” of the leaders. The TFP index growth rate has been steadily declining in developed countries for many years, but this has been especially conspicuous since the mid-2000s. Today, the growth is below 1.5% and even 1% per year (see Figure 3). Figure 3. Average annual growth of total factor productivity, % Source: calculations by IMEMO RAS based on the data from the International Productivity Monitor. No. 38, Spring 2020. http://www.csls.ca/ipm/ipm38.asp#:~:text=Martin%20Neil%20Baily%2C%20Barry%20P.%20Bosworth%20and %20Siddhi%20Doshi%0ALessons%20from%20Productivity%20Comparisons%20 of%20Germany%2C%20Japan%2C%20and%20the%20United%20States%C2%A0; Innovative China: New Drivers of Growth. World Bank Group, and the Development Research Center of the State Council, P.R. China. 2019. Washington, DC: World Bank. https://doi.org/10.1596/978-1-4648-1335-1. License: Creative Commons Attribution CC BY 3.0. https://documents1.worldbank.org/curated/en/833871568732137448/pdf/Innovative-China-New-Drivers-of-Growth.pdf. A similar pattern of dramatic TFP deceleration was observed in China. The consensus interpretation of these figures is that the main effects of the Third Industrial (i.e., computer) Revolution have largely been exhausted, and no new general-purpose breakthrough technologies (such as electricity, internal combustion engines, or computers and mobile communications) have emerged. However, it seems that the intellectualization of technologies and approaches to project management, as well as informatization, simply do not fit into the traditional factor-based view of progress that was established many years ago. The scale of knowledge is growing, new professions are springing up, the role of emotional intelligence and cognitive functions is increasing. All this dramatically changes the structure of capital assets (see Figure 4). From the beginning of the 21st century and until the 2008 crisis (2000–2007), equipment accounted for over 50% of the increase in capital’s contribution (investment) to output growth, whereas in 2019–2021, almost 63% of this increase was attributable to intellectual property assets. This result of our research suggests a refocusing of technological progress from final products to intellectual technologies, enabling the production of a range of innovative goods and services tailored to highly segmented demand. Figure 4. Transformation of the capital structure in the U.S. private sector Source: Total Factor Productivity for Major Industries—2022. U.S. Bureau of Labor Statistics. https://www.bls.gov/news.release/archives/prod3_03232023.htm. There are now hopes that the pace of technological progress may accelerate due to the development of artificial intelligence (AI) technologies, which will spark a new industrial revolution. An indirect sign of its imminence is the sharp rise in the rate of business births and deaths in the U.S. economy in 2020–2022. [6] The spillover of labor from companies that are losing efficiency to corporations with increasing market shares has also accelerated. These are some sort of leading indicators that suggest the structural results of TP are approaching. Similar developments occurred 30 years ago, on the cusp of the computer revolution. The above-mentioned intellectualization of fi ed capital, where trusted AI will be applied, adds credibility to these hopes. In addition, AI is one of the critical areas of technological sovereignty. It is no coincidence that Vladimir Putin described AI as “crosscutting, universal and essentially revolutionary technology.” [7] The Russian President announced the preparation of a new edition of the National AI Development Strategy and a respective decree. I believe that this prioritization is justified. China’s experience in the semiconductor race is a good model to be emulated (see Figure 5). Its distinguishing feature is the focus on companies as drivers of development, with massive, cumulatively growing state support. Figure 5. Focusing on China’s priorities (nanometer chip race) Source: Systematized by I.V. Danilin, IMEMO RAS The U.S. strategy of curbing technological development of Russia (in all areas) and China (in semiconductors, artificial intelligence and quantum computing and electric cars) leads to stiff competition in high technology, which is fraught with fragmentation, diversification of technical standards, legal norms and rules. And this is another argument in favor of a new bipolarity. Demographic processes. According to UN projections, by the middle of the 21st century, Russia will drop from its current 9th place to 14th in terms of population, while remaining the most populous country in Europe. [8] A more significant problem for Russia is population aging. The proportion of elderly people, who are typically not part of the labor force, is increasing. Japan, Spain and Italy are leading this process today, but neither China nor India will be spared. Nigeria appears to be the only major country where population and the share of young people will continue to grow until the end of the 21st century. As of December 2023, one in 10 people worldwide was aged 65 or over, with health spending taking up 10% of global GDP. [9] In this context, the importance of medical technologies cannot be overstated, as they can extend not only people’s life expectancy but also the duration of their healthy and socially active life, thereby easing labor market pressures. Needs always steer technological progress toward overcoming economic growth constraints tied to the scarcest resource in any given historical period. A serious risk associated with the problem of aging is a slowdown in innovation, since it is people under 40—the age group that will shrink throughout the 21st century—who are the primary drivers and consumers of innovation. So far, this risk has been mitigated by the large youth cohorts in China and India. This is why these two nations are experiencing almost exponential growth in patenting, massive reengineering and, consequently, in middle-class numbers. Demographics give India an edge until around 2060, which is already evident in the growth rates of Indian economy. Combined with the influx of hi-tech investments and the contribution of the Indian diaspora, India has good prospects, making its position crucial to the future architecture of the world order, regardless of how it evolves. The U.S. understands this and has been figuratively “clinging” to this nation for the past 20 years. I believe that the Russian Academy of Sciences should significantly bolster scientific and educational ties with India and its dynamically developing neighbors in Southeast Asia—Vietnam, Malaysia and Indonesia. The anticipated tension in the global market of new generations of innovators aggravates inter-country competition for this scarcest resource. I think that the international reputation of the Russian Academy of Sciences is a powerful tool to attract and retain young people and foster their creative motivation. We should reassert this as we celebrate the 300th anniversary of the Academy of Sciences. Ideology. Dirigisme [10], or statism, is the main trend in both economic theory and economic policy of the West. A pivot to a more state-controlled economy began with the disappointing outcomes of the Washington Consensus, which aimed to guide post-socialist countries from planned to market economies. The 2008–2009 financial crisis cemented the trend toward statism, and the COVID-19 pandemic elevated it to unprecedented proportions. In the U.S., Democrats are among the most vocal proponents of greater government intervention in all spheres of life, but they are not alone. Republicans are also actively advocating industrial policy, repudiation of free trade, as well as strict control over Big Tech, among other measures. The popularity of the so-called cultural Marxism is on the rise. [11] Its origins go back to the critical theory of the Frankfurt School (H. Marcuse, E. Fromm and others). These ideas are moving from the realm of ideological and theoretical confrontations into political activism. For example, the leaders of the BLM movement publicly self-identify as “trained Marxist organizers.” The essence of the strategy inspired by “cultural Marxism” is the rejection of direct political struggle on the barricades, since the proletariat has been “bought off by the bourgeoisie and is no longer capable of anything,” and the ranks of the classic proletariat are rapidly thinning. The direction of social change is set, on the one hand, by intellectuals with personal power and, on the other hand, by marginalized groups seeking to assert their “right to identity.” The strategy of activists who form this paradoxical combination of intellectuals and marginalized individuals is the creeping takeover of the main institutions of power and society by planting “correct” ideas in the mass consciousness. In the U.S., the fighters for political correctness have already hijaked the school system, university campuses, major media outlets and the entertainment industry (Hollywood). Civil servants are forced to take courses in critical race theory, which postulates not only the socially constructed nature of race and the recognition of systemic racism [Delgado, Stefancic 2017: 45] but also a sense of guilt in one part of society toward another. This, in turn, allegedly requires addressing moral and material injustices by organizing public life in line with such an ideology. Similar concepts are being pushed into public discourse as well. It is already dominated by the ideas of radical feminism, cancel culture, anti-systemic racism and postcolonialism, the fight against global warming and the green agenda, which claims to be universal and non-negotiable. As a result, the energy transition is motivated more by ideology than by the comparative market efficiency of energy supplies. Different environmental-political discourses—eco-nationalism, eco-imperialism and green growth—are competing in shaping the green agenda, eroding the attractiveness of the dominant sustainable development model. Another universal weapon in fighting any dissent is political correctness. Large corporations, government agencies and universities are developing and implementing strategies to promote DEI (Diversity, Equity, and Inclusion) principles, which are nothing but tools of ideological control over employees. Universities are required to fi reports on their compliance with such principles and efforts to promote them, which causes mounting criticism as they violate academic freedom and cultivate ideological conformity. [12] However, ideological censorship has already taken deep root in various spheres of public life, and questioning its compatibility with democracy is deemed politically incorrect. Revising cultural norms has become a cultural norm in and of itself, deepening divisions in modern polarized societies, primarily in the U.S., but also in Old Europe [Semenenko 2023: 27-35]. Another curious phenomenon is associated with the new agenda. In the 20th century, the left championed progress, advocating faster economic growth, rapid technological advancement and better social welfare. Now the ideas of zero or even negative growth and post-growth are popular among them. [Buchs, Koch 2017: 218]. Such ideological narratives exacerbate the question of how to treat the poor countries of the South, but also their own poor: the welfare state for all no longer fit into this agenda. On the contrary, it becomes a selective tool of backing the “right” minorities. This creates a breeding ground for stronger positions of populist forces. Such contradictory internal political processes distort public consciousness as well as domestic and foreign policy decision-making. The new elites are extremely ideologized. The U.S. political system is becoming less effective at regulating the economy. Two rating agencies, Standard & Poor’s and Fitch Ratings, have downgraded the U.S. credit rating to AA+ from the top mark of AAA. In November 2023, Moody’s lowered its outlook on the U.S. credit rating to “negative” from “stable.” All three agencies agree on the main reason for the downgrade: the growing dysfunctionality of the political system. In foreign policy, the U.S. has withdrawn from 16 major international treaties and agreements on arms control, global trade, climate and the Arctic since the beginning of the century [Dynkin 2020]. In other words, the unipolar world order with its unbridled appetite for expansion has brought the world into a zone of extra-high risks. And the paradigms that are dominant in the West have proven incompatible with either Russian or Chinese value-oriented political projects. Therefore, the ideological sphere will inevitably see increased confrontation, marking another step toward bipolarity. IMEMO RAS researchers have repeatedly warned about the West’s miscalculated strategic hopes: 1) that Russia would face an economic catastrophe because of an unprecedented sanctions war in modern history; 2) that the unipolar world order would remain unchallenged; 3) that a global blockade of Russia’s export-oriented economy would be feasible. And we were not the only ones who made these warnings. In response, we only heard propagandistic clichés like “a gas station masquerading as a country,” “a regional power” and “Russia is isolated with its economy in tatters”. This kind of “expertise” led the Washington establishment to believe that Russia is a “declining power” whose strategic interests could be safely neglected. This “strategic lunacy” is a consequence of a universalist mindset—a product of the West’s political experience and culture, which tends to elevate Anglo-Saxon and European historical tradition to absolutes—and of a failure to understand the shifts in the balance of power in the 21st century. Today, Russia is the world’s fourth-largest economy by purchasing power parity (PPP), while the top fi e global economic powers include three BRICS nations and none from the blooming “garden” of Josep Borrell, the EU foreign policy chief who has recently been fired. Now a new narrative has been launched into the propaganda orbit: “Russia is about to attack Eastern Europe.” The logical gap between the image of a declining power and that of an “aggressive bear” is conveniently ignored. This primitive, one-dimensional perception of complex non-linear processes can only lead to disappointment—just as it did when the West lulled itself into believing that Chinese reforms would eventually lead to political pluralism. As a result, the West has an inexhaustible stream of surprises. It appears that their experts are increasingly out of touch with Russian (and any other non-Western) realities. Figuratively speaking, they are staring into a distorting rearview mirror constructed by their own rhetoric and propaganda. But the main real surprise was the fantastic resilience of the Russian economy. I dare say that no other economy in the world, not even China’s, could withstand such aggressive pressure. The high resistance of the Russian economy to external shocks can be explained by three fundamental reasons. First, it is the result of difficult, sometimes agonizing institutional and structural reforms. These efforts have ultimately produced a self-sufficient, adaptive and highly diversified market economy. Second, the crisis of 2022 was the fifth (!) in the history of post-Soviet Russia. The government, federal regulators and the Bank of Russia have accumulated hard-earned professional experience in crisis management and counter-cyclical strategies. The same can be said about business. Our economic entities have demonstrated time and again that there are always more effective solutions than there are problems. Finally, the West miscalculated its ability to isolate our economy. The dual containment of Russia and China, in fact, only strengthens ties between the BRICS member states. Transformations of the 2020s. The first half of the 2020s has fi y buried what was once known as “European security.” It is impossible to glue this “broken cup” back together without Russia. The unwillingness of the Ukrainian side and the West to stop the armed conflict at its very beginning, the dangerous escalation, NATO’s constant violation of its own “red lines” and the accession of Sweden and Finland to the North Atlantic Alliance are all symptoms of the European security system transforming into a transatlantic one. Meanwhile, the Eurasian security system is taking shape. The outcomes of Russian President Vladimir Putin’s visit to China hint that the “political East” is starting to form, if not as an alternative to the long-standing “political West,” then at least as an equal partner. Without considering its interests, any debate about “rules-based” global security will be mere fantasy. Indian Prime Minister Narendra Modi’s first visit to Moscow after his recent reelection is in the same vein. Of course, geography cannot be changed, and Russia has been and will remain a European power. However, it is also the geographic center of Eurasia, providing the infrastructure backbone for the Eurasian partnership—from the Northern Sea Route and up to the Trans-Siberian Railway, Baikal–Amur Mainline, Trans-Asian Highway and cross-continental pipelines. The “post-Ukrainian” world seems to be moving toward a new, indivisible Eurasian security architecture, relying on existing institutions: the Union State, CSTO, EAEU, CIS, BRICS, SCO and ASEAN. Minsk has put forward an initiative to develop a Eurasian Charter for Diversity and Multipolarity—a strategic vision for a new system of international relations to replace the “rules-based” world order. An important event of 2024 in this context is the expansion of the BRICS club (see Figure 6). Its combined economic power could potentially reach $67 trillion, surpassing the total GDP of the G7 countries. Figure 6. Economic potential of BRICS countries Source: calculations by A.A. Dynkin, IMEMO RAS, based on the data from the IMF, Food and Agriculture Organization, World Steel Association, Energy Transition Institute, Statistical Review of World Energy 2023, International Energy Agency. And there are still 28 more countries on the “waiting list”. In several important markets such as metals, automotive industry, oil and mineral fertilizers, BRICS already matches or exceeds the potential of the G7 nations. Russia, which took over the BRICS rotating presidency in 2024, faces the task of energizing the harmonized economic and technological policies of the members. This approach is the institutional cornerstone of the future polycentric world. What will the coming world order look like? It is difficult to say which of the two trends—bipolarity or polycentrism—will prevail in the end. It is more likely that they will coexist: for example, rigid bipolarity in the Global North and polycentrism in the Global South. Signs of military, economic and technological bipolarity are already visible in the North. Interestingly, New Delhi tends to categorize China as a country of the North [Jaishankar 2020: 240]. This viewpoint has substance, as China is far ahead of other countries of the Global South in terms of GDP per capita ($12,541). For comparison, India’s GDP per capita is $2,612. [13] The decoupling of the U.S. and Chinese economies has not affected trade flows yet, but only technology and investment. In 2023, China saw a reversal of foreign direct investment inflows, with funds previously invested being withdrawn. Negative trends took hold, and the outflow approached negative $1.5 trillion (see Figure 7). Meanwhile, the Asia-Pacific macro-region is gaining greater internal dynamics, unlike Europe or North America. Figure 7. U.S.–China Economic Decoupling Source: UN Comtrade Database. https://comtradeplus.un.org/; State Administration of Foreign Exchange (SAFE) of the People’s Republic of China. https://www.safe.gov.cn/en/. Meanwhile, the trend toward political polycentricity persists. For example, New Delhi and Ankara were initially poles apart on the Palestinian–Israeli conflict. This is also the dawning of post-unipolarity, where the new centers of power are increasingly guided by their own interests in decision-making rather than by any “rules” or advice from Washington, Beijing or Moscow. It would be unrealistic to expect that the future world order will be free of conflict. The world will retain its diversity, with different potentials of countries and their competition. It is crucial that, despite their differences, the interests of larger and smaller nations are respected, and problems are solved through constructive dialogue. Russia was the first to challenge the notorious unipolar world order. Today we can state that most countries in the Global South have responded to this challenge and refused to subscribe to the Western interpretation of the conflict in Ukraine . The future world order is taking shape right before our eyes. I am sure that a multipolar world is preferable for Russia as a developed, self-sufficient and sovereign nation. But this world also requires a new system of global governance, development and strengthening of its institutions, such as BRICS, G20, SCO and EAEU. For instance, the EAEU member states (Russia, Belarus, Kazakhstan, Armenia, Kyrgyzstan) are faring much better than the five other post-Soviet countries. In 2022, GDP per capita in the countries of the Eurasian Economic Union was 3.5 times higher than the average for the fi e other CIS states that are not part of the EAEU (Azerbaijan, Moldova, Tajikistan, Turkmenistan, Uzbekistan) (see Figure 8). Our strategy in these organizations requires a solid approach and “stereoscopic” vision from socio-economic, scientific, technological and political perspectives. Here, the Russian Academy of Sciences should play a major role as a leader of scientific and expert community. Figure 8. Economic trends of EAEU and CIS countries Source: EEC. https://eec.eaeunion.org/?ysclid=lr7rtdg7np631919243; IMF. https://www.imf.org/; World Bank. https://www.worldbank.org/.  Conclusion In conclusion, there are compelling arguments both for multipolarity and for a new bipolarity. Leading U.S. experts are asking similar questions: “What order will replace the crumbling US-led system is far from certain. Will China push aside the United States as the global hegemon to lead a world according to rules written in Chinese characters? Will the world become bipolar, divided between two more or less rigidly defined blocs led by the United States and China? Will a genuinely multipolar world emerge based on several states or coalitions of more or less equal strength?” [Graham 2023: 272]. These questions are yet to be answered, and definitive conclusions in this case are premature. Given this high uncertainty, one should be prepared for any scenario. The essential prerequisite for such readiness is Russia’s strategic autonomy based on military-strategic parity with the U.S. The fundamental question to which the author has no answer today is: how likely is the emergence of a new world order without a major war? In 2024, presidential or parliamentary elections will take place (or have already taken place) in 50 countries, which account for more than 45% of the world’s GDP and population. Perhaps their results will clarify our vision of the near future. Dynkin A.A. (2024). World order transformation: economy, ideology, technology. Polis. Political Studies, 5, 8-23. https://doi.org/10.17976/jpps/2024.05.02 This article was prepared with the support of a grant from the Ministry of Science and Higher Education of the Russian Federation for major scientific projects in priority areas of scientific and technological development No. 075-15-2024-551 “Global and regional centers of power in the emerging world order”. The author expresses gratitude to his colleagues at IMEMO RAS R.I. Kapelyushnikov, V.D. Milovidov, I.S. Semenenko, I.V. Danilin, S.V. Zhukov, K.V. Bogdanov, A.P. Guchanova for consultations and assistance in preparing this article. References Büchs, M., & Koch, M. (2017). Critiques of growth. In M. Büchs, & M. Koch. Postgrowth and Wellbeing: Challenges to Sustainable Welfare (pp. 39-56). London: Palgrave Macmillan. https://doi.org/10.1007/978-3319-59903-8_4 Delgado, R.,& Stefancic, J. (2017). Critical race theory. Anintroduction. New York: New York University Press. Graham, T. (2023). Getting Russia right. UK: Polity Books. Huntington, S.P. (1993). The clash of civilizations? Foreign Affairs, 72(3), 22-49. https://www.foreignaffairs.com/articles/united-states/1993-06-01/clash-civilizations Jaishankar, S. (2020). The India way: strategies for an uncertain world. New Delhi; New York: Harper Collins Publishers India. Kupchan, C. (2021). Bipolarity is back: why it matters. The Washington Quarterly, 44(4), 123-139. https://doi.org/10.1080/0163660X.2021.2020457 Yan Xuetong. (2016). Political leadership and power redistribution. The Chinese Journal of International Politics, 9(1), 1-26. https://doi.org/10.1093/cjip/pow002 Dynkin, A.A. (2020). International turbulence and Russia. Herald of the Russian Academy of Sciences, 90(2), 127-137. https://doi.org/10.1134/S101933162002001X. Primakov, E.M. (1996). Mezhdunarodnye otnosheniya nakanune XXI veka: problemy, perspektivy [International Relations on the eve of 21st century: problems, prospects]. Mezhdunarodnaya zhizn’, 10, 3-13. (In Russ.) Semenenko, I.S. (2023). Razdelyonnye obshchestva [Divided societies]. In I.S. Semenenko (Ed.), Identichnost’: lichnost’, obshchestvo, politika. Novye kontury issledovatel’skogo polya [Identity: The Individual, Society, and Politics. New Outlines of the Research Field] (pp. 27-35). Moscow: Ves’ Mir. (In Russ.) https://www.imemo.ru/files/File/ru/publ/2023/Identichnost-Semenenko-2023.pdf Литература на русском языке Дынкин А.А. 2020. Международная турбулентность и Россия. Вестник РАН. Т. 90. № 3. С. 208-219. https://doi.org/10.31857/S0869587320030032. EDN: WINCQO. Примаков Е.М. 1996. Международные отношения накануне XXI в.: проблемы, перспективы. Международная жизнь. № 10. С. 3-13. Семененко И.С. 2023. Разделенные общества. Идентичность: личность, общество, политика. Новые контуры исследовательского поля. Отв. ред. И.С. Семененко. М.: Весь Мир. С. 27-35. https://www.imemo.ru/files/File/ru/publ/2023/Identichnost-Semenenko-2023.pdf. EDN: NTQYRB. 1. The world order or international system is a stable set of institutions and norms of military-political and economic relations, which is institutionalized and legitimate in the international legal sense. The world order remains stable during the active life of at least one generation—a universal measure of social time. However, in the wake of geopolitical macro-crises, illegitimate systems emerge, forcibly imposed by the winner. This was the case with the unipolar world order. 2. Dynkin A., Burrows M. Here’s the Playbook for Getting U.S.–Russian Cooperation Back on Track. The National Interest. 07.12.2015. https://nationalinterest.org/feature/heres-the-playbook-getting-us-russian-cooperation-back-track-14527. 3. For example, see: [Yan Xuetong 2016; Kupchan 2021]. 4. Remarks by the President in the State of the Union Address. The White House. President Barack Obama. 12.02.2013. https://obamawhitehouse.archives.gov/the-press-office/2013/02/12/remarks-president-state-union-address. 5. President Bush Calls on Senate to Back Human Cloning Ban. Remarks by the President on Human Cloning Legislation. The East Room. The White House. President George W. Bush. 10.04.2002. https://georgewbush-whitehouse.archives.gov/news/releases/2002/04/20020410-4.html. 6. Private sector establishments birth and death, seasonally adjusted. U.S. Bureau of Labor Statistics. 25.10.2023. https://www.bls.gov/news.release/cewbd.t08.htm. 7. Artificial Intelligence Journey 2023 conference. President of Russia. Official website. 24.11.2023. http://www.en.kremlin.ru/events/president/transcripts/72811. 8. World Population Prospects 2024, Online Edition. United Nations, Department of Economic and Social Affairs, Population Division (2024). https://population.un.org/wpp/Download/Standard/MostUsed/. 9. Global Health Expenditure database. World Health Organization. https://apps.who.int/nha/database. 10. Dirigisme is a policy of active state intervention in the national economy, pursued by France and the UK in mid-1940s. 11. Mendenhall A. Cultural Marxism is Real. The James G. Martin Center for Academic Renewal. 04.01.2019. https://www.jamesgmartin.center/2019/01/cultural-marxism-is-real/. 12. AFA Calls for an End to Required Diversity Statements. Press Release. AFA. Princeton, NJ. 22.08.2022. https://academicfreedom.org/afa-calls-for-an-end-to-required-diversity-statements/. 13. World Economic Outlook Database (October 2023 Edition). International Monetary Fund. 10.10.2023. https://www.imf.org/en/Publications/WEO/weo-database/2023/October.

Energy & Economics
offshore oil platform and gas drillship with illumination

Undersea geopolitics and international law: Deepsea mining in the Indo-Pacific

by Abhishek Sharma , Udayvir Ahuja

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском The pursuit of critical minerals does not come at the expense of the environment; a global moratorium on deep-sea mining should be the natural course of action The world is looking at a potential geopolitical and environmental point of conflict, which will affect every country in more ways than one. This dispute stems from a search for critical minerals in the deep sea. Critical minerals are considered the building blocks of contemporary technology. To say that they are crucial to the economic and national security of every country would be an understatement. Due to the inherited complexities of mining and attaining critical minerals from challenging geographies, the hunt for them has intensified. Beyond land, many countries are now looking at space as an alternative. Finding and commercially harnessing minerals from celestial bodies like the Moon and asteroids, however, is still a challenge. Therefore, the search for critical minerals in the deep sea has now entered a new phase of competition, where countries are no longer waiting but are actively engaged in the process of deep-sea mining. In this race, while some countries such as China, India, and South Korea (see Table 1) are preparing to grab the opportunity and are trying to build capacities and capabilities, others have raised the environmental and ecological impacts of deep-sea mining. Against this background, it is crucial to identify the key players in this race and understand the accompanying international legal nuances. Table 1: Exploration Contracts issued by the International Seabed Authority (ISA)   Source: ISA. What’s the rush? The urgency of the critical mineral problem is exacerbated by two factors: Fast-depleting reserves of critical minerals for human use and their rising demand. Behind this sudden rush are two important reasons: Firstly, the focus on clean and renewable energy, which is crucial in driving the green energy transition, and secondly, the increasing consumption of high-technology products, which depends on the heavy use of critical minerals. As an illustration, consider its application in high-tech items of various sizes, such as smartphones, electric car magnets, and intricate machinery like F35 stealth aircraft. A F35 aircraft, for example, needs 920 pounds of rare earth elements, demonstrating the significance of these minerals for any nation. Although deep-sea mining is not an exclusively Indo-Pacific phenomenon, competition is most felt in this region due to the high stakes involved. The major actors involved in this race are China, India, South Korea, and even non-state actors, such as private companies such as the Metals Company (TMC, a Canada-based company, which have considerable stakes in the space. International Seabed Authority: China and influence politics Under the 1982 United Nations Convention on the Law of the Sea (UNCLOS), the International Seabed Authority (ISA) was constituted with the mandate to ‘organise and control all mineral resources-related activities’ and guarantee ‘effective protection of the marine environment’ on the seabed of international waters, which are a global commons. ISA is constituted by the Assembly, Council, and Secretariat. ISA’s key advisory body, the Legal and Technical Commission (LTC), should help the authority frame the rules, regulations and procedures (RRPs) to govern mining activities on the international seabed. While the conversation on setting a legal framework for undersea mining has been in process since 2016, ISA has garnered increasing international attention due to the triggering of the ‘two-year rule’ by the island nation of Nauru back in 2021. As per UNCLOS, if the Council of ISA fails to adopt the relevant RRPs within two years of receiving the application for approval of a plan of work for exploitation, the council will have to consider and approve such plan ‘based on the provisions of the Convention and any rules, regulations and procedures that the Council may have adopted provisionally, or based on the norms contained in the Convention and the terms and principles contained in this Annex as well as the principle of non-discrimination among contractors.’ Since this incident, negotiations have naturally picked up, with China playing the leading role in shaping the deep sea mining code, as it wants to influence and is eager to push forward the negotiations in its infancy phase. In the 2023 ISA Council’s July meeting, China blocked the motion introduced by France, Chile, and Costa Rica to discuss a moratorium on deep sea mining. The absence of the United States (US) from the ISA elevates Beijing's role to a prominent position. This discussion will likely have severe implications for the future of the high seas, which cover 60 percent of the world’s oceans. At the ISA’s Council meeting in July 2023, China and other states like Nauru, Japan, Australia, India, Norway, and Russia supported deep-sea mining against a group of 20 countries that opposed it due to lack of scientific evidence and are pushing to put a moratorium in place. France was the exception, calling for a total ban on deep-sea mining. Apart from nation states, many international Multinational Corporations (MNCs) like Google, Samsung, BMW, Volvo Group, and Tesla have also joined the call for a moratorium on deep-sea mining. This call includes 804 marine science and policy experts from 44 countries recommending a ‘pause until sufficient and robust scientific information’ is obtained. The call for a moratorium has increased since the discovery of “dark oxygen” on the seafloor. Even the European Union has adopted a resolution to support a moratorium in response to Norway’s decision to initiate deep-sea mining in the Arctic . Stuck in a limbo As commercial deep-sea mining comes closer than ever to being a reality, it is critical to analyse and take stock of the complex interplay of geopolitical, environmental, and legal challenges that will define the future of international relations and environmental stewardship. As nations such as China, Norway, South Korea, and even India accelerate their efforts to exploit these untapped resources, the world faces a crucial decision: To prioritise immediate economic and technological gains or the fragile ecosystems of the deep ocean. China's geopolitical and strategic goals and its growing influence on international organisations, including the ISA, must be kept in mind while taking a call when the stakes are undeniably high, not just for the Indo-Pacific but for the entire planet. The moratorium is also being proposed as per the established precautionary approach. This approach is a broad legal and philosophical principle that suggests a pause and reassessment in case of a human innovation/activity that could potentially result in harm given the lack of scientific knowledge. In light of the pressing concerns raised by scientists, environmentalists, and several nations, a global moratorium on deep-sea mining should be the natural course of action. While some have argued that such a precautionary pause would not be in accordance with UNCLOS, including the current Secretary General of ISA, it would be an obligation under the constitution of the oceans. In an advisory opinion, the International Tribunal on Law of Sea (ITLOS) has confirmed a trend of precautionary approach becoming a part of customary international law and stated that it is a ‘binding obligation’ on both states and the ISA. This approach is enshrined in Principle 15 of the Rio Declaration. An example of such a moratorium under international law is the International Whaling Convention, which was adopted based on the precautionary approach and has been largely followed for the past 35 years. As the global community navigates this uncharted territory, it must ensure that the pursuit of critical minerals does not come at the expense of the environment that sustains us all. The choices made today will have far-reaching consequences, shaping the geopolitical landscape and determining whether the international community can unite in the face of shared challenges or whether the race for resources will lead to further fragmentation and conflict.