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The attempted sale of CK Hutchison’s Panama Canal operations to the US-based company BlackRock and Terminal Investment Limited was more than a commercial transaction. When Beijing publicly opposed the deal, branding it a betrayal of national interests, it transformed into a case study in how global business is being reshaped by strategic rivalry. The controversy illustrates a deeper question: Can Hong Kong’s leading conglomerates still operate on commercial logic alone, or are they inevitably drawn into the geopolitical contest between the United States and China? For Hutchison, the Panama case shows that the room for neutrality is shrinking. Why does it matter? Beijing’s intervention signals to Hong Kong businesses and foreign investors alike that commercial neutrality is no longer assured. Loyalty, alignment, and political sacrifice are emerging as expectations alongside profit and efficiency. For global decision-makers, this raises two critical issues: Why did Hutchison seek to exit its Panama Canal holdings in the first place? Why did Beijing judge it necessary to intervene in a transaction that, on the surface, was driven by corporate strategy? Why Hutchison sold its Panama Canal operations? 1. Strategic Realignment Toward Core Businesses CK Hutchison has steadily repositioned itself around two “twin engines”, i.e. real estate in Asia and infrastructure in Europe. While ports in Latin America once fit into its global footprint, they were never central to this model. By selling its Panama Canal operations, Hutchison freed resources to consolidate strengths where it sees long-term stability and growth. This is part of a deliberate shift visible over the past decade: acquiring the German infrastructure firm ISTA in 2017 and securing UK regulatory approval in 2024 for the £11 billion merger of Vodafone UK and Hutchison’s subsidiary Three. These moves point to a concentration of capital in Europe’s regulated infrastructure and Asia’s high-demand property markets, underscoring a deliberate pivot toward strengthening European operations and ensuring cash flow visibility. This implies that Hutchison is reducing its exposure and a systematic exit to regions marked by political uncertainty and doubling down on reinvesting into higher-yielding and strategically aligned assets, particularly in European infrastructure platform while deepening its Asian real estate footprint. For governments and investors, this suggests that Hong Kong conglomerates are not retreating from globalization but are planning to recalibrate toward safer, higher-visibility assets. 2. Capitalizing on Market Timing and Asset Valuation The divestment also reflected classic Hutchison discipline: Buying early and exiting when valuations reach the peak. With global demand for strategic infrastructure rising, the Panama Canal assets commanded a premium. The resulting HK$19 billion in proceeds and a sharp rise in share price underlined investor confidence. Such timing underscores Hutchison’s longstanding strategy of opportunistic repositioning. This divestment was both value-accretive and strategically well-timed. By crystallizing gains now, the group strengthens its balance sheet and cash-reserve, maintaining its flexibility to reinvest or return capital to shareholders. For policymakers, this implies that global infrastructure assets are increasingly financialized. Strategic nodes like the Panama Canal are no longer just trade arteries but high-value commodities in global capital markets. Governments must therefore view divestments not only as corporate decisions but as moves that can shift control of strategic assets between geopolitical actors. 3. Geopolitical Considerations and Risk Mitigation The Panama Canal is a corridor of strategic significance and what US-President Donald Trump calls Chinese ownership on the potential dual-use nature of port terminals there inevitably drew scrutiny in Washington. U.S. allies have already tightened the screening of Chinese-linked infrastructure deals and the EU’s 2019 FDI framework explicitly flagged ports as areas requiring “special oversight”. Against this backdrop, Hutchison sought to avoid being cast as a “Chinese state-backed actor”, an extension of Beijing’s Belt and Road Initiative. Hutchison has taken deliberate steps to present itself as a neutral and commercially driven multinational investor, rather than an extension of Chinese state policy. The company restructured in 2015 to a Cayman Islands base carefully positioning itself apart from state-linked Chinese enterprises, which creates an international legal identity rather than retaining a mainland Chinese or Hong Kong corporate domicile. By exiting Panama, Hutchison not only monetized assets but also reduced exposure to the intensifying Sino-U.S. rivalry in one of the world’s most contested trade chokepoints. For European and U.S. decision-makers, this implies that Hutchison’s move signals how Hong Kong firms navigate geopolitical pressure. It shows that even Chinese-origin conglomerates may prefer retreat to avoid being entangled in state rivalries. Hutchison pre-emptively mitigated the risk of being labelled a “Chinese state proxy” in a critical geopolitical theatre. This move not only alleviated Western concerns about Hutchison’s control of Panama’s ports but also demonstrated the group’s ability to act with commercial neutrality and flexibility, preserving its ability to operate, finance, and expand in Western markets without being constrained by the “Chinese capital” label. For Beijing, however, this retreat risks weakening China’s global port footprint. This highlights a potential divergence between the commercial logic of Hong Kong firms and China’s strategic ambitions. Why did Beijing intervened? 1. Loss of Chinese Strategic Assets and Diplomatic Advantage The Panama Canal is among the world’s most critical maritime chokepoints and control of its ports carries weight far beyond commerce. For China, investment in Latin American terminals has been part of a wider strategy to shape global shipping routes and enhance strategic reach. From Beijing’s perspective, CK Hutchison’s divestment was more than a business transaction. This was a strategic setback. The transfer of control to U.S.-linked interests was seen as a symbolic “recapture” of the terminals, which weakens China’s presence at a vital corridor. Within the Chinese leadership, the ports had been regarded as potential bargaining leverage in trade negotiations with Washington. But this loss reduced Beijing’s diplomatic toolkit at a time of rising frictions. The episode illustrates how Chinese policymakers increasingly view overseas ports as instruments of geopolitical positioning, not just commercial assets. Hutchison’s decision to sell underscored a broader reality: not all Chinese-affiliated enterprises act in alignment with state objectives. For Beijing, this implies that the Panama case highlighted the limits of relying on Hong Kong conglomerates to advance strategic interests abroad. For foreign governments and firms, it signalled both China’s heightened sensitivity to divestments in contested regions and the growing tension between corporate autonomy and state geopolitical expectations. 2. Absence of Beijing’s Prior Approval Sparked Political Backlash In the Panama Canal divestment, Beijing’s leadership reacted strongly against CK Hutchison’s “transaction first, then approval” approach. Beijing expressed dissatisfaction and even instructed state-owned enterprises to suspend new collaborations with the Li family, who serve as the controlling shareholders and principal decision-makers of Hutchison. Hutchison defended this sale as a “purely commercial and competitive process” by emphasizing Mediterranean Shipping Company as the principal buyer. Yet, in the context of intensifying Sino-U.S. rivalry, this stance was no longer acceptable. Regulatory pressure and political intervention from Beijing slowed negotiations, preventing the transaction from proceeding as planned. The broader precedent is clear: in strategically sensitive areas, Beijing now expects Hong Kong firms to align commercial decisions with state priorities. Neutrality is no longer an option. This marks a fundamental shift in the operating environment, binding the leading Hong Kong conglomerates more closely to state interests and constraining their room for independent strategic choices. For policymakers and investors, this implies that the Panama case shows how Beijing is extending political oversight into commercial domains once seen as autonomous. Hong Kong enterprises face increasing limits on their ability to separate business logic from state loyalty, particularly where Sino-U.S. rivalry is at stake. 3. Public Opinion as Strategic Pressure: Shaping a New Regional Order Beijing’s response to Hutchison’s Panama sale was not confined to official channels. Pro-Beijing media denounced the deal as disloyal and profit-driven, framing it as a matter of national honour. When the Hong Kong and Macao Affairs Office of the State Council, which is the Beijing central body responsible for overseeing Hong Kong and Macao affairs, amplified these narratives, they gained quasi-official status and exerted pressure on both Hutchison and other Hong Kong firms. This discourse resonated beyond China. The Panama Canal Authority warned that excessive concentration of terminal assets could undermine neutrality and competitiveness. This wording strikingly complies with Beijing’s “anti-hegemony” rhetoric. By shaping the terms of debate, Beijing positioned itself to argue for greater balance and competition in Panama’s port operations. Looking ahead, China advocates to leverage new concession tenders to advance its tactical objectives: strengthening the role of China Ocean Shipping Company, counterbalancing U.S. and European dominance and embedding Chinese capital in Latin America’s maritime infrastructure. More broadly, the case illustrates how Beijing integrates public opinion, regulatory narratives, and commercial strategy to shape a regional order more favourable to its interests. For policymakers, this implies that Panama demonstrates how Beijing transforms domestic media pressure into a tool of international influence. What begins as reputational discipline at home can translate into bargaining leverage abroad, particularly in contested regions where infrastructure and influence are intertwined. Points of Special Relevance: Beijing’s Strategic Signal Beijing’s intervention in the Panama Canal case should be read not as a single act but as a strategic signal. Its aims to prevent U.S. and European firms from consolidating control at a vital chokepoint and to avoid the appearance of “losing” strategic assets. At the same time, Beijing used this episode to remind Hong Kong conglomerates that in sensitive geopolitical contexts, commercial logic alone is no longer sufficient. The Panama case demonstrates how Beijing leverages commercial disputes as instruments of statecraft. The more plausible outcome is a conditional arrangement to encourage Panama to introduce mechanisms that limit Western influence in Latin America. China seeks structural adjustments that preserve its influence and reshape the regional order to its advantage. From Neutrality to National Loyalty As U.S. China tensions intensify, many multinational firms pursue de-risking strategies: not full decoupling as it is economically unviable, but carefully calibrated ambiguity that allows them to operate in both markets without explicit political commitments. This balancing act is becoming harder in Hong Kong. Since 1997, the influx of mainland state-linked enterprises has blurred the line between state and market. Benefiting from the “One Country, Two Systems” framework, these firms embedded political expectations into business norms. Ties to the National People’s Congress or the Chinese People's Political Consultative Conference are increasingly relevant in Hong Kong. By 2019, Beijing moved further, promoting patriotism in the business sector such as the Greater Bay Area Business Support Scheme, which channels funding toward firms demonstrating “patriotic entrepreneurship” or contributions to “national rejuvenation”. The result is a growing convergence of economic and political expectations. Commercial autonomy is increasingly contingent on political alignment, eroding the distinction between business logic and ideological loyalty. For investors and firms, this raises strategic concerns: - Will political loyalty requirements constrain the free flow of capital? - Could companies risk state intervention or even nationalization if perceived as acting against China’s interests? These questions remain unresolved, but Hutchison’s Panama case shows how quickly a commercial decision can be redefined as a matter of national loyalty. The broader uncertainty surrounding Hong Kong’s business environment will shape the city’s role as a financial hub in the decade ahead. This is my view on things: An Outlook on Hong Kong Looking ahead, the space for Hong Kong conglomerates to maintain commercial neutrality is narrowing. The rise of a nationalist business paradigm means companies must increasingly balance political conformity with economic self-interest. Two scenarios are emerging: 1. “Hong Kong, then China”: firms retain some operational autonomy and global credibility by prioritizing commercial logic, while carefully managing political sensitivities. 2. “China, then Hong Kong”: political loyalty takes precedence, with business priorities subordinated to national strategic goals of the Chinese Communist Party. Which path prevails will determine Hong Kong’s role as a financial hub. The tension between economic liberalism and political loyalty is no longer abstract. It is becoming the defining fault line for Hong Kong’s business landscape in the decade ahead.

The Galwan Valley clash (Reuters, 2024) of 15 June 2020 pushed South Asian strategic thinking: competition with Beijing is no longer a single-theatre rivalry. Having pressed advantage on land where it achieved asymmetric leverage, Beijing is increasingly pressing seaward —expanding capability for naval reach and overseas logistics and calibrated “grey-zone” maritime tools —and India must consider the Indian Ocean (Bhatt, 2024) as an equal front of competition if it is to prevent everyday coercion at sea from becoming the region's next crisis. From the Ridge to the Reef: Why the Shift Matters Galwan was a tactical clash whose political and strategic reverberations were felt far beyond Ladakh. New Delhi's post-Galwan posture has not only involved fortified mountain deployments but also renewed emphasis on the Indian Ocean. Beijing's investments in port development, logistics, and longer-range naval capability augment its capacity to influence sea lines of communication that India depends on for trade and energy. Analysts have documented China's growing dual-use presence and stronger commercial ties in littoral states —a geo-economic underpinning to expanding naval reach. China’s Maritime Toolkit: Militia, Coast Guard, and Overseas Access At sea, Beijing prefers calibrated coercion. The People’s Armed Forces Maritime Militia (PAFMM), the China Coast Guard, and the PLAN all operate together to create facts on the water, remaining below the threshold of conventional war. Open-source research shows an increase in militia vessels (CSIS, 2024) linked to Hainan frequent coast guard harassment in contested seas, while overseas logistics and basing (from Djibouti to commercial port arrangements) potential to sustain persistent presence and surge capacity all represent separate components of modern grey-zone strategy. According to the theory of irredentism, China's approach is not unprecedented. In the South China Sea, Beijing has mixed coast guard surveillance, militia swarming, and slow incremental land reclamation to generate facts on the ground and created continued friction with Vietnam (the Paracel and Spratly Islands) and with the Philippines (the 2012 Scarborough Shoal standoff). These examples show how calibrated maritime coercion can cumulatively shift the status quo without descending into outright war. India’s Response: Deterrence, Presence, and Partnership New Delhi has not been idle. The Indian Navy has stepped up its ship and submarine building program, increased patrols of chokepoints, and participated in enhanced joint exercises with partners to signal that it is serious about maintaining a presence in the Indian Ocean (Maqbool & Sharma, 2025). It has also modernized the Coast Guard and MDA networks on the Indian side of the Indian Ocean while developing diplomatic engagement with littoral states to present choices in preference to unilateral submission. Taken together, these actions demonstrate an appreciation that presence matters, as do allied cooperation and indigenous capability. Moreover, India’s maritime capabilities face significant constraints. Its defence budget is far smaller than China’s (India: ~$72 billion vs. China: ~$224 billion in 2023) (Tian, Lopes da Silva, Liang, & Scarazzato, 2024), and its naval share of the defence budget has declined in recent years. India continues to depend heavily on foreign arms imports—Russia alone supplies over 45% of India’s major arms purchases. Additionally, India lacks a network of overseas logistics facilities comparable to China’s “String of Pearls,” (Devonshire-Ellis, 2009) which includes Djibouti, Gwadar, and Hambantota. These vulnerabilities limit India’s ability to sustain prolonged operations far from home ports. Regional Dimensions (ASEAN) While ASEAN as an institution often struggles with consensus on China, its member states—such as Vietnam, Indonesia, and the Philippines—share India’s concerns about grey-zone coercion. Building issue-based coalitions with these countries could complement Quad initiatives, especially in areas like coast guard training, joint patrols, and legal capacity building. How Maritime Competition Can Become Dangerous The ocean's crowded and invisible environment creates acute risk: commercial shipping, fishing boats, coast guards, and naval vessels can operate close together, so what would be an ordinary event raises the stakes into a crisis risk when a coordinated actor exerts calibrated pressure. The ongoing investigations and research writing often discuss militia swarms, Automatic Identification System (AIS) (United States Coast Guard US Department of Homeland Security, s.f.) shutdowns, and coast guard shadows that result in risky close-quarters interactions—where a collision, boarding, or injury can simply become a theatre of escalation to a strategic crisis (VOA, 2023). India is already seeing episodes of this type, and if there is no recognition of what is happening, they risk becoming normalized tactics compared to an episodic problem. Policy decision: Prepare, Partner, Penalize A maritime Galwan—where an ordinary event becomes an escalation to strategic crisis—needs three conditions: improve detection and attribution, broaden regional engagement to build resilience, and deliver credible costs for repeat coercion. Preparation (detection & attribution): India needs to integrate naval, coast-guard and civilian surveillance into a Maritime Domain Awareness (MDA) (IMO, s.f.) architecture that uses spaceborne and underwater sensors, development of standard incident reporting, and speedier protocols for attribution. Preventing or stopping massing of vessels, or identified AIS-indoctrination, is self-deterrent: it removes ambiguity and allows for calibrated, defensible legal responses. This is clear from the RAND’s local security claim —where robust MDA remains the first line of defence in grey-zone contests. Partner (regional resilience): Operationalize partnerships (the Quad, IORA, and bilateral frameworks) to provide coast-guard capacity building, legal assistance, and situational awareness support to vulnerable island and littoral states, and reduce the pool of permissive ports, and strengthen partner enforcement to deny coercive actors easy safe havens, and build diplomatic coalitions so they can be publicly isolated. Penalty (raise costs): India should lead a regional initiative to criminalize deliberate AIS disabling, ship ramming, and state-backed commercial harassment and develop rules with targeted diplomatic and economic penalties for repeat offenders. Purposeful, independently verified documentation of incidents will make penalties credible and raise the political cost of grey-zone campaigns. Operational Measures Specific operational measures include increased coast-guard rapid-response flotillas; more pre-positioned mobile logistics to reduce reliance on distant basing; institutionalizing joint exercises designed to practice non-lethal harassment and gather evidence; and creating a regional maritime incident task force to investigate and publicize coercive acts. These operational measures will raise the expense of coercive campaigns without necessitating an extraordinary expansion of fleets. Conclusion Galwan has imparted a painful lesson to South Asia that rivalry can jump sectors and cause true damage, when states over-reach. In the maritime domain, Beijing can exploit some ambiguity to use coercive measures that are lower cost. India must likewise extend its vigilance and monitoring from the Himalayas to the high seas. However, this is not simply a story of vulnerability: India can use strong Maritime Domain Awareness, increasingly engage with ASEAN and Quad partners, and implement selective measures to raise the costs for coercion to tilt the opportunity to develop norms in the region. The challenge is serious, but the sea does not have to be the next flashpoint or crisis, with alliances and adapting strategy in mind. References Bhatt, P. (2024, 06 16). From the Mountains to the Seas: India-China Competition in the Wake of Galwan. Retrieved from Stimson: https://www.stimson.org/2024/from-the-mountains-to-the-seas-india-china-competition-in-the-wake-of-galwan/ CSIS. (2024, 12 12). Behind the Curtain: An Update on Hainan’s Maritime Militia. Retrieved from Asia Maritime Transparency Initiative: https://amti.csis.org/behind-the-curtain-an-update-on-hainans-maritime-militia/ Devonshire-Ellis, C. (2009, 03 18). China’s String of Pearls Strategy. Retrieved from China Briefing: https://www.china-briefing.com/news/china%E2%80%99s-string-of-pearls-strategy/ IMO. (n.d.). Maritime Domain Awareness. Retrieved from International Maritime Organization: https://www.imo.org/en/ourwork/security/pages/maritime-domain-awareness.aspx Maqbool, R., & Sharma, A. (2025, 01 15). India’s navy launches submarine, warships to guard against China’s presence in Indian Ocean. Retrieved from AP News: https://apnews.com/article/india-navy-submarine-warships-launch-69c138048bb4202a1a409b0b2353a2f4 Reuters. (2024, 10 25). What was the India-China military clash in 2020 about? Retrieved from Reuters: https://www.reuters.com/world/asia-pacific/what-was-india-china-military-clash-2020-about-2024-10-25/ Tian, N., Lopes da Silva, D., Liang, X., & Scarazzato, L. (2024, 04). Trends in world military expenditure, 2023. Retrieved from SIPRI: https://www.sipri.org/sites/default/files/2024-04/2404_fs_milex_2023.pdf United States Coast Guard US Department of Homeland Security. (n.d.). Automatic Identification System (AIS) Overview. Retrieved from Navigation Center: https://www.navcen.uscg.gov/automatic-identification-system-overview VOA. (2023, 05 09). Chinese Militia Boats Cross Indian, ASEAN Warships Exercising in South China Sea. Retrieved from VOA: https://www.voanews.com/a/chinese-militia-boats-cross-indian-asean-warships-exercising-in-south-china-sea-/7085847.html

Introduction Contemporary geopolitical competition has moved away from traditional paradigms of direct military conflict, giving way to more sophisticated forms of strategic rivalry. In this new landscape — where the lines between peace and war are increasingly blurred — the control of critical infrastructure and trade routes has emerged as a fundamental element of national power. The Belt and Road Initiative (BRI) — conceived by Beijing as the most ambitious geoeconomic project since the Marshall Plan — seeks to reshape the Eurasian trade architecture, positioning China as the central node of an integrated connectivity system. However, the events of 2025 reveal that this project does not operate in a strategic vacuum; rather, it faces a coordinated response from rival powers that have developed sophisticated strategies to limit, fragment, or condition its expansion. This article examines the indirect containment strategies directed against the BRI, focusing on one particular dimension: the deliberate activation and deactivation of conflicts as a tool of geoeconomic blockade. Through the analysis of two paradigmatic cases, it illustrates how rival powers can employ geoeconomic methods to block, fragment, or constrain large infrastructure projects by strategically manipulating regional conflicts. Two seemingly disconnected but strategically linked events will be examined — both of which have redefined the struggle for control over Eurasian trade routes. On one hand, the military escalation between India and Pakistan in the southern sector, specifically in the Rajasthan–Sindh–Southern Punjab Corridor; on the other, the peace agreement between Armenia and Azerbaijan, which revived the Zangezur Corridor Project, now under U.S. control. Both events represent concrete manifestations of a new form of great power rivalry centered on the instrumental use of conflicts to systematically obstruct the BRI. Geoeconomics as a Theater of War Geoeconomics, understood as an analytical discipline, examines how geographic, economic, and political factors intertwine to determine the relative power of states within the international system. Within this framework, connectivity infrastructures transcend their technical or commercial nature to become strategic assets capable of altering the regional balance of power. At its core, the BRI represents China’s attempt to create a network of economic dependencies that enables it to project political influence across Eurasia. This network includes both land and maritime corridors connecting East Asia with Europe, Africa, and the Middle East, establishing China as the central node of an integrated commercial system. However, the interconnected nature of this system also generates specific vulnerabilities: the disruption of critical segments can produce cascading effects that compromise the functionality of the entire network. Containment strategies, therefore, do not need to dismantle the BRI entirely to be effective. It is enough to introduce points of friction, uncertainty, or external control in key segments to alter participants’ cost-benefit calculations and reduce the overall attractiveness of the Chinese system. This logic of “selective blockade” allows rival powers to exert disproportionate influence with limited resources. In this context, the strategic activation and deactivation of conflicts emerge as a particularly refined tool. Unlike direct blockades — which require a permanent military presence and entail significant political costs — the manipulation of conflicts enables the introduction of instability indirectly, leveraging preexisting tensions to generate disruptions along critical BRI corridors. Thus, the temporal simultaneity of the India–Pakistan crisis and the resolution of the Caucasus conflict does not constitute a geopolitical coincidence but rather the manifestation of a deliberate geoeconomic containment strategy that employs the selective activation and deactivation of conflicts to block the fundamental pillars of the BRI. Case 1: Activation of the Indo-Pakistani Conflict The China–Pakistan Economic Corridor (CPEC) stands as the flagship project of the BRI in South Asia. With an estimated investment exceeding $60 billion, the CPEC aims to connect China’s Xinjiang region with the Port of Gwadar on the Arabian Sea, providing China with an alternative trade route that bypasses strategic straits controlled by rival maritime powers. The fundamental vulnerability of the CPEC lies in its dependence on Pakistan’s territorial stability—particularly in the southern provinces, where both critical infrastructure and the energy resources that sustain the project are concentrated. This is precisely where the strategy of conflict activation reaches its fullest expression. Following the escalation recorded in May 2025, intelligence analysts suggest that the timing and intensity of the Indo-Pakistani crisis indicate a deliberate activation of preexisting tensions with specific geoeconomic objectives. The impact of a hypothetical Indian incursion into the Rajasthan–Sindh–Southern Punjab belt would not necessarily aim for the permanent occupation of Pakistani territory, but rather for a demonstration of capability to disrupt the territorial continuity of the corridor. This interdiction strategy through conflict activation operates across multiple dimensions simultaneously. On the physical level, temporary control over this belt would effectively sever the connection between southern Pakistan and the routes leading to China, forcing costly detours or temporary suspensions of operations. On the economic level, the mere threat of disruption would significantly increase security and insurance costs for Chinese investments, thereby reducing the projected profitability of the corridor. More importantly, on the psychological level, a successful demonstration of interdiction capability through controlled escalation would create lasting uncertainty about the security of Chinese investments in the region. This uncertainty would not be limited to the CPEC, but would extend to other BRI projects that depend on the stability of strategic partners. The implicit message is clear: China cannot guarantee the security of its trade corridors against the strategic activation of conflicts by rival powers. The temporal dimension of this strategy is particularly sophisticated. The activation of conflicts makes it possible to generate immediate disruptions in the functioning of the corridors, while their eventual deactivation — once the strategic objectives have been achieved — avoids the long-term costs of a prolonged confrontation. This modulation of conflict intensity transforms regional tensions into precise instruments of geoeconomic policy. Access to the hydrocarbon reserves in southeastern Sindh adds an additional layer to this activation strategy. By temporarily controlling these resources during periods of escalation, India would not only obtain direct economic benefits but would also deny Pakistan and China the revenues that could otherwise be used to finance and expand the CPEC. This logic of “resource denial through conflict” is particularly effective in infrastructure projects that rely on sustained revenue flows to justify their initial investments. Case 2: Deactivation of the Armenian–Azerbaijani Conflict The second case illustrates the complementary side of this strategy: the use of conflict deactivation as a mechanism to gain control over critical infrastructure. The Zangezur Corridor, renamed the “Trump Corridor for Peace and International Prosperity” (TRIPP), represents a paradigmatic example of how a major power can insert control points into connectivity networks through the instrumental resolution of conflicts. In August 2025, U.S. mediation in the Armenian–Azerbaijani conflict allowed Washington to obtain exclusive development rights over this corridor for 99 years, effectively transforming what could have been a component of the BRI into an asset under Western control. This maneuver is particularly ingenious because it uses conflict resolution — seemingly a global public good — as a tool for broader geoeconomic objectives. The conflict deactivation strategy operates under a logic that is different but complementary to activation. While activation seeks to generate immediate disruptions in existing corridors, deactivation enables lasting control over critical segments of the connectivity network through the establishment of new contractual and regulatory frameworks that emerge from the peace process. The TRIPP occupies a crucial strategic position within the Eurasian connectivity network. As part of the Trans-Caspian Corridor (the so-called “Middle Corridor”), it provides a direct land route between Central Asia and Europe that bypasses both Russia and Iran. For China, this corridor represented a vital alternative to reduce its dependence on routes controlled by rival powers. However, by securing contractual control over the TRIPP segment through the instrumental deactivation of the conflict, the United States effectively introduced a strategic bottleneck in the middle of this network. The effectiveness of this strategy lies in its ability to condition the use of the corridor without explicitly prohibiting it. Washington can employ a variety of regulatory, tariff, and security instruments to make the transit of Chinese goods more expensive or cumbersome, rendering the route less attractive to traders and investors. This form of “administrative friction” can be as effective as a physical blockade, but with far lower political costs and reduced risks of escalation. Moreover, control over the TRIPP allows the United States to modulate its policy toward the BRI according to its broader strategic needs. During periods of bilateral tension, it can tighten restrictions on the corridor as a form of pressure; during periods of détente, it can ease such measures as a gesture of goodwill. This flexibility transforms the corridor into a permanent bargaining instrument in Sino–American relations. Integrated Logic: Activation and Deactivation of Conflicts as a Containment System The true sophistication of the analyzed cases becomes evident when one understands that the activation and deactivation of conflicts are not isolated tactics, but rather components of an integrated system of geoeconomic containment. The effectiveness of each element is amplified when they operate in coordination, creating a dynamic that maximizes pressure on the BRI while minimizing costs for the implementers. The activation of conflicts generates immediate disruptions and heightens the perception of risk associated with Chinese projects. Simultaneously, the selective deactivation of other conflicts allows rival powers to establish alternative control frameworks that channel trade flows toward systems under their own influence. This combination produces a “push-and-pull” effect: pushing trade away from routes controlled by China through the creation of instability, while pulling it toward alternatives managed by rival powers through the creation of selective stability. The temporal dimension of this integrated strategy is crucial to its effectiveness. Cycles of activation and deactivation can be calibrated to maximize the impact on long-term investment decisions, generating sufficient uncertainty to discourage future commitments — without creating levels of instability that would undermine the broader interests of the implementing powers. Systemic Dynamics The strategies of conflict activation and deactivation go beyond their immediate tactical objectives to generate broader systemic effects on the BRI and on global geopolitical competition. These effects operate across multiple levels and time scales, creating dynamics that can fundamentally alter the strategic calculations of all actors involved. First, these strategies introduce an element of structural uncertainty deeper than that produced by conventional forms of interference. While direct blockades or sanctions are predictable in their application, the manipulation of conflicts introduces elements of volatility that are far more difficult to anticipate and mitigate. International connectivity depends on the predictability and reliability of trade routes, but when those routes become subject to the unpredictable dynamics of strategically activated conflicts, investor and trader confidence in the system as a whole is eroded. Second, the alternation between activation and deactivation creates a pattern of cyclical instability that complicates long-term planning. Investors must consider not only the current state of stability in a region but also the likelihood that latent conflicts may be activated in the future for geoeconomic purposes. This additional consideration translates into demands for higher returns to compensate for perceived risk, thereby increasing the cost of capital for future BRI projects. Third, the strategy of activation and deactivation can generate demonstration effects that shape third countries’ perceptions of the BRI’s viability. When these countries observe that middle powers can effectively disrupt segments of China’s system by manipulating local conflicts, they may feel empowered to adopt more assertive positions in their own negotiations with Beijing. This dynamic can gradually erode China’s position as a preferred partner for infrastructure projects. Finally, these strategies create dangerous precedents for the stability of the international system. If the activation and deactivation of conflicts become normalized as tools of geoeconomic competition, other actors may adopt similar tactics, fostering a more volatile and unpredictable global environment. China’s Counterstrategies The strategies of conflict activation and deactivation do not operate in a strategic vacuum; rather, they generate adaptive responses from China that can alter their long-term effectiveness. Beijing has developed a variety of counterstrategies specifically designed to reduce the vulnerability of the BRI to this kind of indirect interference. One of the most important responses has been the development of mediation and conflict-prevention capabilities. Recognizing that many of the conflicts which can be strategically activated have roots in genuine, unresolved disputes, China has significantly expanded its involvement in international mediation. This approach seeks to address the underlying causes of instability that could otherwise be exploited by rival powers. At the same time, Beijing has intensified efforts to build early warning systems that enable it to anticipate the imminent activation of conflicts in regions critical to the BRI. These systems combine traditional intelligence with big data analysis and predictive modeling to identify patterns suggesting the external manipulation of local tensions. China has also pursued a more systematic geographic diversification of routes and corridors, developing multiple pathways to the same destinations to reduce dependence on any single segment of the network. This strategy of “planned redundancy” increases system costs but also enhances resilience against selective blockades caused by activated conflicts. A third line of response has been the development of specialized financial and insurance instruments for projects in high-risk regions. These tools allow China to maintain the economic viability of BRI projects even in unstable environments, thereby reducing the impact of conflict activation strategies. Future Projections The analysis of conflict activation and deactivation strategies directed against the BRI reveals the growing sophistication of contemporary geopolitical competition. The examined cases demonstrate that rival powers have developed effective methods to condition, fragment, or disrupt large-scale infrastructure projects without resorting to direct military confrontation, instead employing the strategic manipulation of conflicts as a tool of containment. These strategies represent an evolution of traditional forms of containment operating within the geoeconomic domain, using the interdependence of connectivity systems and their vulnerability to regional instability as vectors of strategic influence. Their effectiveness lies not necessarily in their ability to dismantle the BRI entirely, but in their capacity to introduce cyclical frictions and structural uncertainties that diminish the overall attractiveness of the Chinese system. However, the adaptive nature of geopolitical competition suggests that these activation and deactivation strategies will generate countermeasures and counter-countermeasures that continuously reshape the balance of advantages. China’s capacity to develop alternatives and redundancies, combined with its growing mediation and conflict-prevention capabilities, may eventually limit the effectiveness of these containment tactics. In the long term, competition surrounding the BRI will likely evolve into even more sophisticated forms of geoeconomic rivalry, where the ability to create, control, and protect connectivity networks — as well as to manipulate or resolve the conflicts that affect them — will become a fundamental measure of national power. This dynamic will have far-reaching implications not only for the main actors involved but also for the international system, which will need to adapt to an era in which the strategic activation and deactivation of conflicts has emerged as a central tool in great-power competition. The growing sophistication of these strategies suggests that the future of geopolitical competition will be marked by an increasing instrumentalization of regional conflicts for global geoeconomic objectives, creating new challenges for international stability and requiring the development of normative and institutional frameworks adapted to this new reality. References Chatham House. (2025). India-Pakistan ceasefire remains shaky; relations unlikely to return to status quo. https://www.chathamhouse.org/2025/05/india-pakistan-ceasefire-remains-shaky-relations-unlikely-return-status-quo Consejo Previsional Mundial (WPC). (2025). Informe sobre la brecha de infraestructura en Asia y el impacto de la BRI. La división de los BRICS y la guerra que estamos ignorando entre India y Pakistán. (2025, 8 de mayo). Navarra Confidencial. https://www.navarraconfidencial.com/espana/la-division-de-los-brics-y-la-guerra-que-estamos-ignorando-entre-india-y-pakistan/ La iniciativa de la Franja y la Ruta es un proyecto de cooperación internacional presentado por China en 2013, con enfoque en infraestructura, comercio y conectividad. (2025, 1 de septiembre). Lisanews. https://www.lisanews.org/internacional/iniciativa-franja-ruta-que-es-objetivos/ Le Grand Continent. (2025, 10 de agosto). Al firmar un acuerdo de paz entre Armenia y Azerbaiyán, EE.UU. desplaza a Rusia en el Cáucaso Meridional. https://legrandcontinent.eu/es/2025/08/10/al-firmar-un-acuerdo-de-paz-entre-armenia-y-azerbaiyan-ha-desplazado-trump-a-putin-del-caucaso-meridional/ Ministerio de Defensa de España. (2025). La visión estratégica de la República Popular China en la nueva era: Análisis del Libro Blanco sobre Seguridad Nacional. https://www.defensa.gob.es/ceseden/-/ieee/la_vision_estrategica_de_la_republica_popular_china_en_la_nueva_era_analisis_del_libro_blanco_sobre_seguridad_nacional_2025 Nedopil, C. (2025). Países de la Iniciativa del Cinturón y la Ruta (BRI). Green Finance & Development Center. https://greenfdc.org/countries-of-the-belt-and-road-initiative-bri/ Reuters. (2025, 7 de agosto). EE. UU. asegura un corredor de tránsito estratégico en el acuerdo de paz Armenia-Azerbaiyán. https://www.reuters.com/world/us-secures-strategic-transit-corridor-armenia-azerbaijan-peace-deal-2025-08-07/

Will sanctions create a more inward-looking generation, or will VPNs and parallel imports keep Russia’s youth plugged into global culture anyway? 2010s in Russia – The “Peak of Freedom” After the collapse of the Soviet Union, Russia underwent severe economic, political, and cultural changes. Previously blocked by the iron curtain, Russians suddenly found themselves exposed to Western influence. In the early 2000s’, Russia was culturally and economically thriving. Nowadays, it is hard to imagine controversial artists such as drag artists, t.A.T.u. and others performing on the national stage, when back then all of this was broadcast across the country. For citizens of border cities such as Saint Petersburg and Kaliningrad, this was a period of frequent travelling abroad. Trips to neighboring countries to buy products or visit relatives have become part of normal life. Russia seemed more democratic, integrated, and culturally alive. The 2010s’ marked the beginning of sanctions. Yet for most Russians, daily life hardly changed. Even after the annexation of Crimea in 2014, people continued to travel, buy “sanctioned” goods, and enjoy global events. Russia even hosted the FIFA World Cup in 2018, which was a moment of international recognition that contrasted with the West’s growing political distance. Сергей Ильницкий / EPA This changed drastically in 2022, when Moscow launched a full-scale invasion of Ukraine. This time, the sanctions were sweeping and deeply felt in everyday life. Major international companies announced their departure from the Russian market. According to Russian claims, U.S. companies lost more than $300 billion as a result, while the Financial Times reported that European firms lost over $100 billion in just 18 months. It has now been more than three years since major international brands officially “left” Russia. McDonald’s, Adidas, Zara, IKEA, and many others appeared to vanish from Russian market. On paper, they exited what many call a rogue state. In reality, most of them never truly left. Adaptation Under Sanctions By early 2023, Russia’s consumer market was full of “new-old” brands. While some companies left outright, the majority transferred stocks to local managers, often at discounts of up to 70%. As a result, there was a strange marketplace with familiar stores but unfamiliar names. At the same time, Ukrainian observers note a different reality. Forbes reported that many foreign revenue leaders in Russia, including Philip Morris, Pepsi, Mars, Nestlé, Leroy Merlin, and Raiffeisen Bank never left Russia at all. According to B4Ukraine, these companies together paid over $41.6 billion in taxes, equivalent to roughly one-third of Russia’s annual military budget. Back in 2023 Philip Morris International confirmed that it would “rather keep” its Russian holdings than sell them at a discount to local investors. For example, L’Occitane simply transliterated its name into Cyrillic, while Spanish corporation Inditex sold its stocks to Daher, and brands like ZARA, Pull&Bear, Bershka were replaced by alternative brands like Maag, Ecru, Dub. Thus, authentic ZARA’s clothing still can be easily found on internet marketplaces, such as Lamoda. Food and beverage: Starbucks transformed into Stars Coffee, McDonald’s into Vkusno i Tochka. Coca-Cola was sold to a Russian businessman and rebranded as Dobryi Cola. Yet, many shops still sell original Coca-Cola imported from neighboring countries such as Belarus, Kazakhstan, or Poland. Finnish company Fazer Group sold Khlebniy Dom (major bread and pastry company) to “Kolomenskyi” holding, keeping the same legal structure, representatives, and recipes. Consumer goods and toys: Lego returned as Mir Kubikov (“Cubic World”), offering identical products under a new name. German holding Henkel became Lab Industries, selling the same products under Cyrillic labels. Earlier this year Daher Group claimed that Adidas would reopen stores by November 2025, though details remain unclear. Nike, meanwhile, continues to operate in Russia under the abbreviation NSP — Nike Sport Point. For Russian youth, these “copycat” and alternative have a mixed reaction. On social media platforms like Telegram, Instagram and TikTok memes mocking the awkward logos and uninspired renamings were circulating. Young consumers still crave original products, especially iPhones, brand clothes and cosmetics, which are often purchased through parallel imports, friends, albeit at inflated prices. Polls confirm such trend. According to the Russian Public Opinion Research Center (RPORC), 94% of Russians believe that Western brands will eventually return, and 68% think it is only a matter of time. About 60% of the population continues to buy sanctioned goods; for 28%, it has become a habit. Two-thirds of respondents say they would prefer national brands only if the price were equal. This dual reality for young Russians means living in a consumer world that is both familiar and fractured. Economic Challenges Despite adaptation, Russia’s economic outlook remains mixed. Polling by RPORC suggests that while many Russians believe the economy is worsening, a growing number also describe it as “stabilizing.” As RPORC explained: “Businesses and people were able to adapt to new conditions. Not everyone succeeded, but economic catastrophe did not happen.” © Тимур Ханов/ПГ The Levada Center found similar resilience. Half of respondents said their lives had not changed in recent years, or that they had even found new opportunities. One in five, however, admitted to abandoning their old lifestyle or struggling to adapt. Two-thirds reported feeling confident about the future, most of them relying on wages and pensions, with fewer depending on savings or secondary income. Economic indicators, however, tell a more fragile story. The Consumer Sentiment Index fell to 110 points in August 2025, down from 117 in June. Assessments of current living conditions dropped sharply, while expectations for the future also declined. Businesses face ongoing challenges. According to the Bank of Russia’s September monitoring, companies reported weaker demand, especially in manufacturing, alongside persistent cost pressures from labor shortages and rising expenses. Inflation has moderated to 8.2% year-on-year, but expectations of higher prices remain. In response, the central bank cautiously lowered its interest rate from 18% to 17%. While this move was intended to encourage funding and investment, it came with warnings. High rates had already limited capital investment and strained both households and firms. For younger Russians, this translates into expensive loans, delayed purchases of homes or cars, and fewer stable jobs. Small firms are especially vulnerable, and larger companies hesitate to commit to long-term investment in Russia. The October 24 monetary policy meeting is expected to clarify whether further rate cuts will follow, but for now, the message remains one of “cautious easing amid a fragile economy.” For Russian youth entering the workforce, the environment is uncertain. Jobs in international firms are disappearing, wages struggle to keep pace with inflation, and credit is harder to access. Their career paths are increasingly shaped by state-owned companies or sanctioned industries rather than by global opportunities. Government Restrictions Sanctions are only half the story. Alongside them, the Russian government has tightened internal restrictions, from healthcare to social media, touching nearly every aspect of citizens’ lives. On September 1, 2025, a wave of new restrictions and laws came into force. In healthcare, paramedics and obstetric nurses were legally authorized to provide emergency care in the absence of doctors, while health and dietary supplements (“БАДы”) became subject to stricter regulation. Additionally, a new federal list of Strategically Significant Medicinal Products was introduced to encourage full domestic production of essential drugs. This move aims to reduce Russia’s dependence on imported medicine and support local firms. Beyond healthcare, other laws targeted digital life and education. Advertising VPNs was banned, along with advertising in prohibited apps. While internet users faced growing difficulties with messaging platforms, the government launched a new app called Max, a Russian equivalent of China’s WeChat, while simultaneously restricting access to competitors such as Telegram, WhatsApp, and Viber. Although text communication remains possible, audio and video calls are increasingly blocked. According to the Levada Center, 71% of Russians recently reported problems accessing the internet on mobile phones, and 63% experienced issues with messaging apps. Public opinion is split: 49% support Roskomnadzor’s decision to block voice calls on WhatsApp and Telegram, while 41% oppose it. Support varies by age and education level: younger people and the highly educated are far more likely to oppose restrictions, disapprove of Putin’s presidency, and favor a ceasefire in Ukraine. Education has also come under tighter state control. New quotas for universities, stricter graduation requirements, and the exit from the Bologna education system are expected to make it harder to pursue higher education abroad. For Russian youth, this means growing up in a system where schools and universities serve not only as centers of learning but also as instruments of political loyalty. Closing Reflection Older generations of Russians remember both the Iron Curtain and the sudden openness of the 2000s. Today’s youth, Gen Z and Gen Alpha, are growing up in a very different environment. Born into a Russia that once promised travel, global brands, and open media, they now face a country of copycat stores, patriotic lessons, and state-controlled apps. Their world is paradoxical: connected through VPNs, Telegram, and imported iPhones, yet isolated by censorship, propaganda, and restricted travel. They can mock “Vkusno i Tochka” on Telegram but cannot easily study abroad or see global TikTok trends without additional tools. This contradiction defines Russian youth today. They adapt quickly to new changes and even mock fake brands, find ways around bans, and stay tuned to global culture. But they are also growing up in a system that narrows horizons, imposes loyalty, and tries to shape them into a generation of compliance. Thus, the question remains. Will sanctions and state policies succeed in creating a more conservative, obedient generation? Or will Russian youth continue to find creative ways to remain connected to the wider world? Their choices will shape not only the future of Russian consumer culture, but the political and cultural direction of the country itself. References https://www.vedomosti.ru/business/articles/2025/02/18/1092830-amerikanskii-biznes-poteryal https://b4ukraine.org/what-we-do/corporate-enablers-of-russias-war-report https://www.ft.com/content/656714b0-2e93-467b-92d6-a2d834bc0e2b

If you ask the average person in any country about their concerns, their answers would likely be very similar. Across the globe, people are generally most worried about the uncertainty of the future, particularly regarding their finances. This holds true whether you're in the United States, China, or elsewhere. However, does this trend remain the same for a country in a state of war?2014: The Sochi Olympics & The Annexation of CrimeaThe year 2014 was significant for Russia, both economically and politically. It was marked by two major events: the Sochi Winter Olympics and the annexation of Crimea.The 2014 Winter Olympics were held in Sochi, a Russian resort city. To host the games, the government spent an enormous amount of money, over $50 billion, on transportation infrastructure and new sports complexes. In recent decades, the Olympics have been seen as a way for nations to exert "soft power," and there were even speculations in 2010 that Russia may have paid its way to host the games. Despite the celebration of the event's successful conclusion, this period was immediately followed by a major political decision.During late 2013 and early 2014, Ukraine's internal political situation was highly unstable. Many Ukrainians were unhappy with their pro-Russian government's policies, believing that President Yanukovych was a "Russian puppet" who had denied the country a chance to join the European Union. Yanukovych's suspension of a key pact with the EU sparked mass protests and eventually a revolution.While the world's attention was focused on the Olympics and the political turmoil in Ukraine, Russia swiftly moved its troops into the Crimean Peninsula. With military and political pressure, the Crimean government held a referendum, after which the majority of citizens voted to join Russia. This move led to massive international sanctions against Russia, which put its rapidly rising economy under immense pressure.Russian Concerns in 2014This period of political and economic pressure was reflected in the concerns of ordinary Russians. According to a Levada Center survey from May 2014, the top concerns for Russians were:Illness or death of relativesPoverty or job lossWorld warCrimePolitical repressionPublic humiliationHealth threatsHowever, the trends in these fears showed some notable changes compared to the previous decade (1999–2014). Excluding health concerns, these trends indicate that Russians became increasingly worried about the country's political and economic situation. The fear of war also increased due to the instability in Ukraine and the repercussions of their president's actions on the lives of ordinary citizens.2018-2019: The World Cup, Pension Reform, and Shifting Public ConcernsThe period of 2018 to 2019 was a abundant in all the aspects time for Russia, marked by a contrast between a successful international event and a significant domestic political turmoil. The main events of this year were the presidential election, the FIFA World Cup, and a highly questionable reform.Political Discontent and Public ProtestsIn the run up to the 2018 presidential election, Vladimir Putin, in order to secure his presidential spot banned all possible candidates from joining the race. One of the prominent opponents of Putin was Alexey Navalny, who was massively supported by younger generation. Along with allegations of widespread election fraud and a controversial pension reform, it acted as a major catalyst for public protests. Critics argued that with a low average life expectancy (66 years for men), many Russians would not live long enough to collect their state pensions.These events, combined with a documentary by Navalny’s Anti-Corruption Foundation exposing government corruption, fueled significant public demonstrations and damaged government’s image. Tens of thousands of people across Russia joined in these protests, leading to a major surge in political anxiety. Authorities responded with a lockdown, arresting many participants and detaining even more people. Educational institutions reportedly pressured students to not participate, threatening them with dismissal. Navalny himself was repeatedly arrested.Despite the size of protest, there were no results, nothing has changed.The Impact of the FIFA World CupIn stark contrast to the domestic political turmoil, the 2018 World Cup provided the government with a platform for soft power and a temporary boost in national image. While not considered an economic success, and costing over $14 billion with a minor economic benefit, the tournament significantly increased global attention on Russia. This international spotlight, along with a more stable economic situation, created a sense of national pride and momentarily overshadowed the public's grievances.Changing Public Fears (2014 vs. 2019) Data from the Levada Center highlights how Russians' concerns shifted between 2014 - 2019. The two periods show a marked increase in fears related to political instability and government repression. The most significant changes were in political concerns. The fear of "abuse of power" saw the largest jump, increasing by 18 percentage points to 33%. Along with the fear of a "return to repression" and a "tightening of the political regime", which increased by 15 pp and 13 pp, respectively. These statistics underscore a growing public distrust and disbelief in the government, fueled by the 2018 pension reform, “rigged” election and protests. As an expert, Denis Volkov, explained, "People decided that the authorities violated their obligations, deceived them," which directly links the pension reform to the surge in political anxiety.Despite these growing fears, a different Levada poll from late 2019 showed a slight increase in confidence in the government. This could be attributed to the successful staging of the World Cup and a powerful state propaganda campaign aimed at "reconciling people with reality." However, the long-term trends clearly indicate a population increasingly concerned with their political rights, personal freedom and security.2025: Economic Struggles and New Public RestrictionsFollowing the full-scale invasion of Ukraine in February 2022, Russia has faced harsh sanctions and economic challenges. While the government has responded with tight control over public discourse, these policies and their consequences have significantly altered the concerns of ordinary citizens.Russian public opinion has evolved throughout the conflict. Initially, there was a surge of patriotic sentiment, but as the war continued, public anxieties have shifted. While the fear of war remains a concern, the focus has increasingly moved toward domestic issues, such as the economy and social tensions. 2025 polls indicated that a majority of Russians supported peace negotiations to end the war, rather than continuing military action. This change is likely correlated with a growing economic impact of the war, as well as drone attacks and their damage on Russian territory, which brought the conflict’s sclale closer to home for many of Russians.  Economic and Social ConcernsEconomic stability has long been a top concern for Russians, and the current situation has only amplified these fears. Since the invasion, government spending on the military has skyrocketed, leading to a massive budget deficit. In an effort to stabilize the economy and combat rapid inflation, the Central Bank, under the leadership of Elvira Nabiullina, implemented a policy of extremely high interest rates, at one point reaching 21%. While this was a logical, albeit painful, economic maneuver to slow down inflation, it had a harsh effect on ordinary citizens, making things like mortgages and loans prohibitively expensive. This has led to a major rise in public concern over the country's economic future, with a significant portion of the population now worried about the state of the "cold" or stagnant economy.Another major concern is the issue of immigrant labor. Russia's aging population and the war have created a severe labor shortage, which is being filled by migrant workers, primarily men from Central Asian countries. These migrants often take low-paying, difficult jobs that Russians are unwilling to do. Despite their essential role in the economy, particularly in industries like construction, their presence has led to social tensions. Public fear, often fueled by nationalist sentiment and concerns over crime, remains a major issue. While some younger Russians may be more tolerant, the general atmosphere is a complex mix of necessity and xenophobia.Public Restrictions and Digital IsolationThe government has also tightened its control over public life and information. Laws restricting dissent and free speech have escalated, with hundreds of people being jailed under new repressive measures. Many journalists and activists have fled the country, and critical discussion is now largely impossible.A major part of this ban has been on internet and digital communication. Following the 2022 invasion, many social media platforms left Russia, forcing users to rely on VPNs to access sites like Instagram and Facebook. Further restrictions have been implemented, including limitations on popular messaging apps like WhatsApp and Telegram. These measures were officially justified as a way to minimize fraud, but they have also been seen as a way to promote state-sponsored apps and control communication. For many Russians, especially the youth, this digital isolation has become a significant source of frustration, with reports of internet slowdowns and service outages becoming more common.How these concerns differ within age groups?While many fears are shared across generations, their intensity and focus vary significantly by age.  For all age groups, the fear of illness of loved ones remains the strongest emotional anchor, symbolizing the dominance of private, family-centered values in contemporary Russian life. Additionally, the fear of war unites all age brackets, suggesting a collective awareness of geopolitical instability and the lasting psychological effects of military conflict.Generational PatternsRecent data [1] reveals distinct generational patterns of fear and anxiety. While most citizens share concerns about security, stability, and well-being, the intensity and content of these fears vary sharply across age groups.Younger Russians (18–30) display the highest levels of anxiety about political instability and future uncertainty. Nearly one-third fear a civil war (32%), and about the same proportion express concern about migration (29%) and environmental threats (27%). These fears reflect their heightened sensitivity to social unrest and global crises, likely influenced by online political discourse.Middle-aged groups (31–60) tend to focus more on economic and social pressures. Concerns about rising prices and impoverishment (up to 29%), interethnic conflicts (29%), and terrorist threats (30%) dominate their worldview. This generation, responsible for families and careers, appears most affected by inflation, inequality, and the broader sense of insecurity in everyday life.In contrast, older respondents (60 and above) prioritize personal health and family safety over political or economic fears. For this group, the focus shifts inward, from collective or national threats to the vulnerabilities of aging and declining health.This progression from systemic to personal anxieties suggests that as individuals age, their fears become less ideological and more existential, mirroring the broader transformation of Russian society.ConclusionOver the past decade, Russian fears have evolved with political shocks, economic turbulence, and social change, yet in many ways, they remain strikingly universal. Like people in most countries, Russians fear illness, poverty, and war above all else. What distinguishes Russia is not the content of its fears, but the context that amplifies them: authoritarian governance, prolonged sanctions, and ongoing conflict.The 2014 annexation of Crimea, the 2018 protests, and the 2022-25 wartime restrictions each reshaped the emotional landscape of Russian society. Political repression and economic instability deepened existing anxieties, turning collective uncertainty into a defining feature of everyday life. Still, beneath these structural pressures, the same human concerns remain love for family, fear of loss, and hope for security.Ultimately, Russia is not an exception, but a reflection of the modern world: a nation where political fear overlays universal human vulnerability, and where personal and national uncertainty continues to define what it means to live in the 2020s.Note[1] It is important to acknowledge that the FOM is a state-funded organization, and the accuracy of its results may be subject to scrutiny.

On 29 September 2025, President Trump held a press conference along with his counterpart, Prime Minister of Israel, Benjamin Netanyahu, and issued 20 Points detailed peace plan for the war-torn Gaza, though he claims that the plan was backed by prominent Muslim states, including Saudi Arabia, Turkey, Qatar, Pakistan and some other’s. By and large these Muslim states also welcomed the Plan, most importantly Palestinian political body which is Palestinian Liberation Organization also called the plan an opportunity to end the war on Gaza. Some significant points of the peace plan. Gaza will be a deradicalized terror-free zone that does not pose a threat to its neighbors. Gaza will be redeveloped for the benefit of the people of Gaza, who have suffered more than enough. If both sides agree to this proposal, the war will immediately end. Israeli forces will withdraw to the agreed upon line to prepare for a hostage release. During this time, all military operations, including aerial and artillery bombardment, will be suspended, and battle lines will remain frozen until conditions are met for the complete staged withdrawal. Within 72 hours of Israel publicly accepting this agreement, all hostages, alive and deceased, will be returned. (Gjevori, 2025)Role of ArabsSince the start of Trump’s tenure  and the new American administration Arabs were making efforts to stop the long running Gaza War, they propose alternatives to Trump’s Gaza Rivera plan and so on. (Jazeera, 2025) Now, when eventually Gaza Peace Plan announced by Trump, they (Arabs ) not only endorsed the Plan but also Nations like Qatar, Egypt and Türkiye take part in negotiations with Hamas and Israel, along with envoy to Middle East Steve Witkoff, and finally brought some relief for Gazans like (ceasefire and immediate supplies of aid) which is very crucial for the starving people Gaza. (Irish, 2025)Proposed Governance ModelGaza would be governed by technocrats, apolitical Palestinian committee responsible for day-to-day public services and municipal functions in Palestine. The committee would be composed of qualified Palestinian and International experts. They will be overseen by a body called the Board of Peace. There would be a temporary International Stabilization Force (ISF). To oversee security in Gaza during transition. (Walsh, 2025)Parties response to the plan.Hamas, which is the military body of Gaza has also issued a response to Trump’s Plan, in which they accepted the demands like hostage release, and to hand over the administration of Gaza to independent Technocrats, but they clearly stated that they want to negotiate over some points through mediators.PLO which is Political body of Palestine, welcomed the ceasefire but they are opposed to hand over Gaza’s governance to foreign actors, as Nasser al- Qudwa, a prominent Palestinian and Nephew of Yasser Arafat, has warned against foreign governance of Gaza post-Hamas, (Newspaper, 2025) stressing that leadership must be rooted locally rather than imposed from abroad. The statement highlights the potential opposition and undermines the credibility of the plan.The Israeli Prime Minister called the plan as their victory and fulfillment of their objectives, as they want to decommission Hamas, they will achieve this once the plan is implemented. The tunnels which were in Gaza and which caused Israel unbearable damage, especially in early days of war. (Bronner l., 2025) They are also going to get rid of them by Hamas exclusion and their deradicalization and development of infrastructure by independent actors. The most favorable point for Israel is Trump's statement that “if Hamas does not accept the plan then you [Netanyahu] are allowed to finish the job in Gaza and destroy Hamas completely”. (Griner, 2025) Which I think is a very provocative statement and can cause more bloodshed of innocent civilians. which may end up in complete occupation of the Strip.  Since the day Trump’s plan for Gaza was announced, the Israeli military did not slow down their advancement in the strip, instead they continued with their actions against civilians which reflect their intentions clearly.But for the implementation of the so-called peace plan and to further discuss over its terms both parties take part in negotiations in Egypt. With the mediation of Qatar and Egypt, these negotiations continued for days and then concluded with the statement made by Donald Trump that Israel and Hamas have agreed to his peace plan for Gaza. The Israeli military says that a ceasefire in Palestinian territory took effect on Friday 10th. And that it has begun to withdraw from parts of the Strip as per plan. The first phase of Trump's plan is expected to see the release of all 20 living Israeli hostages in exchange for around 250 Palestinian prisoners and 1,700 detainees from Gaza. Increased amounts of aid will also enter the Strip. (BBC, 2025). On October 13th, Hamas released the 20 living hostages and Israel began to release the Palestinian prisoners. (BBC, 2025) The same day, in Sharm El Shaikh, Egypt, an international peace summit was held, attended by representatives from various nations, - including Canada, France, Germany, Indonesia, Italy, Jordan, Oman, Pakistan, Palestine, Qatar, Saudi Arabia, Turkey, UAE, UK, among others – but notably excluding Hamas and Israel representatives. The summit focused on humanitarian access to Gaza and mechanisms to monitor the proposed ceasefire, aiming to end the two-year war. The outcome was the signing of a joint declaration by Egypt, US, Qatar and Türkiye. Despite these recent developments, the Plan gave the UN only a minimal role, limited to the supply of aid. Although the UN was created to maintain world peace and to resolve conflicts peacefully, when we see the plan, Trump did not assign any role to the peace keeping body, instead he appointed Tony Blair [former British PM, who invaded Iraq in 2003] as head of the Board of peace, which is an international Transitional body whose responsibility is to supervise the apolitical Palestinian committee (responsible for day to day running activities in Gaza). AnalysesThe future of the 20 Points Plan is quite uncertain because it neither has a security guarantee for Palestinian nor any durable provisions about the existence of Palestinian state. The plan calls for an ISF (International stabilization Force) which will be deployed in Gaza immediately for ensuring peace, but the fact is the world does not have a pool of experienced peacekeeping force for this purpose that can handle the situation.  Furthermore, the Israeli PM made it clear that there is no meaningful withdrawal of the IDF from Gaza anytime soon.Moreover, the Plan prohibits Israeli annexation of Gaza, but it does not address the issue of the West Bank. Annexation there is opposed by present and potential Abraham Accord States. But I think soft annexation there would be continued through expansion and establishment of settlement. (weller, 2025)ConclusionWhile the world is admiring Trump’s 20 Points Peace Plan, how can we think of peace anywhere, without an army, and most importantly without recognizing the place as a sovereign State with demarcated borders? Although the Plan has some appealing aspects like immediate ceasefire, entry of aid, development of infrastructure in Gaza and exchange of prisoners, it lacks in terms of security from future Israeli aggression, and it also has no provision about the Palestinian state with borders of before 1967 with East Jerusalem as its Capital. Furthermore, if the plan is implemented Palestinians will be governed by the people of other countries, who will govern them as per the policy devised by the committee, (whose members probably belong to West and other States) not according to the needs and opinion of Palestinians. Which may add more to their misery. So, for a short span of time the Plan may seem like the end of war, but in the long run if more reforms like the recognition of Palestinian statehood and its existence will not be made, then this is just a start of a new occupation. References BBC. (2025, october 9).  BBC: https://www.bbc.com/news/articles/cvgqx7ygq41o.ampBBC. (2025, october 14). BBC: https://www.bbc.com/news/articles/c740jx07vz0oBronner, L. (2025, september 30). Le Monde.  https://www.lemonde.fr/en/international/article/2025/09/30/netanyahu-accepts-trump-s-gaza-peace-plan-under-pressure-but-sets-conditions_6745930_4.html?utmGjevori, E. (2025, sep 29). al jazeera. https://www.aljazeera.com/amp/news/2025/9/29/heres-the-full-text-of-trumps-20-point-plan-to-end-israels-war-on-gazaGriner, A. (2025, oct 3). AL Jazeera. from https://www.aljazeera.com/news/2025/10/3/trump-issues-sunday-deadline-for-hamas-to-accept-gaza-peace-proposal?utm_sourceIrish, J. (2025, october 8). Reuters. from https://www.reuters.com/world/middle-east/europeans-arabs-meet-flesh-out-next-phase-trump-gaza-plan-2025-10-09/?utm_sourceJazeera, A. (2025, feb 21). Al Jazeera. Arab leaders hold a meeting and discuss alternatives to GazaNewspaper, T. T. (2025, october). the times.  https://www.thetimes.com/world/middle-east/article/nasser-al-qudwa-gaza-hamas-palestine-israel-news-vl7xmgct9?utm_sourceWeller, M. (2025, oct 2). Cathom house. https://www.chathamhouse.org/2025/10/can-trump-peace-plan-gaza-succeed?utm

The combined population of South Asia is around 2.09 Billion while the world is around 8.24 Billion. When we compare GDP data, South Asia’s GDP is 5.2 Trillion USD, while the entire world is around 115 Trillion USD. South Asia despite having ¼ of the world population contributes only around 4.5% to the world's GDP. If we dig deeper in the data, India contributes to around 86% of South Asia’s GDP; approx 4.5 Trillion USD.Now let's talk about South Asia’s Eastern Neighbours. If we look at the picture in that region, there is a stark contrast. The population of that region is around 701 million, approximately one quarter of South Asia's population but its entire GDP is about 4 Trillion USD. This GDP is spread across all nations. Why this big turn in this region? It was because of the Association of South East Asian Nations (ASEAN). ASEAN provided a platform for all these countries to work together.Similar efforts were made by South Asian Countries. In 1985, South Asian Association for Regional Cooperation(SAARC) was established. It included member states of South Asia. But this organisation isn't as effective as ASEAN, despite having nearly four times population than ASEAN, the GDP of ASEAN is approximately three-quarters that of SAARC and when we compare global exports; SAARC exports goods and services worth $900 Billion while ASEAN exports $1.9 Trillion.Why was SAARC unable to succeed?The majority of South Asian countries were once part of the British Empire. They obtained their independence from Britain during the late 1940s. But since independence, there has been political instability in almost all countries of South Asia. Besides this there have been conflicts within and among these countries. India & Pakistan, two largest countries of South Asia, fought four wars and many skirmishes since their inception due to the dispute over the region of Kashmir, the dispute has also caused Insurgency in Kashmir. Afghanistan and Pakistan’s entire border is disputed which resulted in minor skirmishes between both nations and Insurgency in the border regions. Nepal has faced political instability, recent incidence of GenZ protest being the best example. Bangladesh has faced dozens of military coups and last year Sheikh Hasina was ousted from power, with elections planned for 2026. Sri Lanka had brutal civil war, after the end of civil war, there was some political stability but due to Government mismanagement there were protest and Rajapaksha was ousted from power in 2022.The problem even continues beyond Conflicts. South Asia suffers from weak physical connectivity, there is poor cross-border rail, road, and energy networks that prevent the flow of goods and people. Tariff and non-tariff barriers remain high, discouraging regional trade. Smaller states also fear Indian dominance, leading to mistrust. And unlike ASEAN, SAARC lacks strong institutional mechanisms to enforce agreements making cooperation more symbolic than concrete. In short, National Politics and Mistrust among nations are the key drivers behind SAARC's inefficiencies. When we compare the workings of ASEAN and SAARC, we find big differences. In ASEAN, there is a system called ASEAN Minus X. It is a decision-making principle used by the Association of Southeast Asian Nations (ASEAN) to enhance flexibility in regional cooperation, particularly in the field of economic integration. It allows a subset of ASEAN member states to proceed with specific agreements or initiatives, without requiring unanimous participation from all 10 members. The member states can join later on, once they're ready. Unlike ASEAN, SAARC lacks a similar mechanism. Their strict consensus rules often lead to paralysis (e.g., SAARC’s stalled summits due to India-Pakistan tensions). ASEAN Minus X’s flexibility is a key reason for ASEAN’s success.Since the early 1990s, ASEAN members created the ASEAN Free Trade Area (AFTA) lowering tariffs across the region. The grouping fostered regional supply chains which has helped in linking production networks between Thailand, Vietnam, and Malaysia. ASEAN has also promoted tourism and easier labor mobility through visa exemptions. By comparison, SAARC’s South Asian Free Trade Agreement (SAFTA) which was signed in 2006 has failed to meaningfully boost trade because of weak implementation.BIMSTEC: A Pragmatic Solution?While SAARC remains mired in political deadlock, a promising alternative has emerged known as the Bay of Bengal Initiative for Multi-Sectoral Technical and Economic Cooperation (BIMSTEC). Launched in 1997 and revitalized by its 2022 Charter, BIMSTEC unites seven nations—Bangladesh, Bhutan, India, Myanmar, Nepal, Sri Lanka and Thailand—spanning 1.73 billion people and a $5.2 trillion GDP. By excluding Pakistan, it dodges SAARC's veto traps and channeling energy into practical sectors like transport connectivity, Regional Trade, Energy, Counter terrorism and so on. This setup positions BIMSTEC as a bridge to ASEAN, with intra-regional trade at ~7% but poised for growth. Recent 2025 momentum, including summits on sustainable development, signals political will to avoid SAARC's pitfalls—focusing on economic development and regional cooperation.Yet challenges persist. BIMSTEC remains under-resourced having a small secretariat and limited funding compared to ASEAN. Its Free Trade Agreement negotiations which were launched in 2004 are still incomplete. Member states often look to India for leadership but this reliance can also breed mistrust because of India's Size & Strength. Without flexible mechanisms like ASEAN Minus X, BIMSTEC risks repeating SAARC’s rigid consensus traps. ConclusionSouth Asia’s demographic weight holds immense economic potential, yet SAARC’s rigid consensus and political disputes, particularly India-Pakistan tensions have stalled integration limiting intra-trade to 5% against ASEAN’s 25%. BIMSTEC, bypassing these hurdles offers a pragmatic path with initiatives like the Master Plan for Transport Connectivity (2022-2028) and interregional ASEAN ties. To succeed, South Asia could revive SAARC with sub-regional frameworks like BBIN (Bangladesh-Bhutan-India-Nepal) or empower BIMSTEC with Minus X-style flexibility for trade and energy grids. Shared challenges like climate change, digital economy could unify efforts, leveraging India’s IT sector ($210B exports) and Bangladesh’s garments ($50B). By 2030, a reformed SAARC or robust BIMSTEC could transform South Asia’s demographic strength into global economic clout, rivaling ASEAN’s success and changing the region’s narrative from potential to power. Sources·         Worldometers - Southern Asia Population (2025) https://www.worldometers.info/world-population/southern-asia-population/·         Worldometers - World Population (2025) https://www.worldometers.info/world-population/·         IMF World Economic Outlook (April 2025) https://www.imf.org/external/datamapper/profile/SAQ; https://www.imf.org/external/datamapper/NGDPD@WEO/OEMDC/ADVEC/WEOWORLD; https://www.imf.org/external/datamapper/NGDPD@WEO/IND/GBR·         World Bank South Asia Development Update (April 2025)·         ClearTax World GDP Ranking (2025)·         Worldometers - South-Eastern Asia Population (2025) https://www.worldometers.info/world-population/south-eastern-asia-population/·         IMF World Economic Outlook (ASEAN GDP, 2025)·         Wikipedia SAARC (Exports)·         ASEAN Key Figures 2024 (Exports)·         Wikipedia BIMSTEC (Population, GDP) https://en.m.wikipedia.org/wiki/BIMSTEC·         BIMSTEC Secretariat - 6th Summit 2025·         World Bank Trade in South Asia (SAARC intra-trade)·         ASEAN Stats Bulletin (ASEAN intra-trade, 2024)·         Reuters Nasscom Report (India IT exports, 2025) https://www.reuters.com/world/india/indian-tech-sector-seen-growing-51-fy25-nasscom-says-2025-02-24/·         Bangla News Garment Statistics (Bangladesh garments, 2025)  https://inews.zoombangla.com/bangladesh-garment-export-statistics-2025-what-the-numbers-say/·         Diversifying Global Supply Chains: Opportunities in Southeast Asia – McKinseyhttps://www.macrotrends.net/global-metrics/countries/sas/south-asia/exportshttps://oec.world/en/profile/international_organization/aseanhttps://bimstec.org/event/190/bimstec-charter-enters-into-forcehttps://bimstec.org/event/247/thailand-hosts-the-6th-bimstec-summit-in-bangkok-on-04-april-2025-https://www.stimson.org/2024/why-bimstecs-maritime-transport-agreement-is-essential-for-india/ https://www.stimson.org/2024/why-bimstecs-maritime-transport-agreement-is-essential-for-india/

The United States is facing a political polarization that has been increasing over time. Every event in the country ends up highlighting the opposing poles in politics — that is, between the Republican and Democratic parties. Consequently, supporters of each side further divide the country to the point of validating violence as a method of political action. The social tension and polarized environment have become so evident that former Russian Prime Minister Dmitry Medvedev stated that sanctions against Russia could last forever, or until the United States collapses during an imminent civil war (Venegas, 2024). The reflection of this polarization was evident when right-wing political activist Charlie Kirk was assassinated, and some left-wing sympathizers reacted by celebrating his death. For his part, President Donald Trump stated that “the problem of violence lies with the left” (The White House, 2025). Similarly, Elon Musk posted on his X account: “The left is the party of murder” (Musk, 2025). Right-wing influencer Andrew Tate wrote on X: “Civil war” (Tate, 2025). However, even before Kirk’s assassination, political polarization in the United States and the perception of a possible civil war were already on the rise. A study published in 2024 found that approximately 1 in every 20 respondents strongly agreed that “in the coming years, there will be a civil war in the United States.” Furthermore, “1 in 25 of those who strongly agreed that a civil war was coming also agreed that ‘the United States needs a civil war to set things right’” (Wintemute et al., 2024). Another study confirmed that one in five Americans believes that violence motivated by political reasons is at least sometimes justified. Consequently, nearly half expect a civil war, and many say they would trade democracy for a strong leader (Pérez, 2022). A recent PBS survey indicates that 30% of Americans are considering resorting to violence to get the country back on track. This shows an increase in support for violence, as 18 months ago only 19% had given the same response (Loffman, 2025). When Barbara Walter joined the U.S. government’s Political Instability Task Force, they identified two factors that predict where political instability and a potential civil war are likely to erupt. First, it depends on whether the country is an anocracy — a government that is neither fully democratic nor autocratic, but something in between. Countries most at risk of civil wars are those that move rapidly from one end of the political spectrum to the other. For example, when the United States entered Iraq, overthrew Saddam Hussein, and tried to establish a democracy, it did not take long for a civil war to break out in that country. However, it can also happen in the opposite direction — that is, when a country transitions from a democracy to something less democratic (Walter, 2022). Secondly, if citizens have mobilized around identity — along ethnic, religious, or racial lines. If a country exhibits these two factors, it is considered at high risk of political violence. What surprised Barbara was realizing that both factors were emerging in the United States at a very rapid pace. Democracy was affected when President Trump refused to accept the 2020 election defeat, and thousands of people took to the streets to protest against the certification of the vote, challenging the election results. Then came the assault on the Capitol by Trump supporters (Mounk, 2021). Consequently, the U.S. was classified as an anocracy. And when a country falls into that category, Walter argues, the risk of political violence reaches its peak and, therefore, it is more likely to face a civil war. Parallels can be seen with Trump’s measures in his current administration. An analysis by The Associated Press showed that 30 of Trump’s 150 executive orders have cited some form of emergency power or authority — a rate far exceeding that of his recent predecessors. In this way, Trump used emergency powers to override Congress’s authority and push forward his political agenda (Tau et al., 2025). However, a U.S. Court of Appeals ruled that most of the tariffs imposed by Donald Trump are “invalid for being contrary to the law” and do not fall within presidential authority. On the contrary, establishing tariffs is “an essential power of Congress” (Matza & Zurcher, 2025). In response, the president wrote on his Truth Social account: “Today, a highly partisan appeals court incorrectly ruled that our tariffs should be removed, but it knows that the United States of America will win in the end” (Matza & Zurcher, 2025). In this way, Trump not only clashes with Congress but also with the Court of Appeals, as both conflict with the interests of his America First foreign policy. In addition, Justice Elena Kagan warned that the conservative majority of the U.S. Supreme Court allowed Donald Trump to carry out one of his policies without taking the usual time to review its legality. Since his return to a second term, the Court has acted in 23 emergency cases related to his policies, favoring him wholly or partially 21 times (Chung, 2025). In this way, the executive branch has been allowed to move forward with its measures without obstacles before their legality is determined. Consequently, this implies an increase in presidential power that could undermine Congress and the various federal judges who have ruled against him (Chung, 2025). When protests erupted in Los Angeles over the enforcement of immigration laws, Trump sent 2,000 National Guard troops. This measure heightened tensions with California Governor Gavin Newsom, who disagreed with Trump’s decision. “This isn’t about public safety,” said Newsom. “It’s about stroking the ego of a dangerous president” (Dearen et al., 2025). For his part, Trump stated that he would arrest Newsom if he was the “border czar.” The governor responded, “This is a line we cannot cross as a nation — this is an unequivocal step toward authoritarianism” (Hutzler, 2025). Later, on his X account, Newsom referred to Trump’s actions and wrote: “Inciting and provoking violence. Creating massive chaos. Militarizing cities. Arresting opponents. These are the acts of a dictator, not of a president” (Newsom, 2025). This dispute and exchange between the two political authorities further inflamed the conflict and division within California, clearly highlighting the difference between the state and federal approaches. In 2017, Keith Mines noted that if large-scale violence were to erupt in the United States and the National Guard were required to intervene, the chances of a civil war would be 60%. He considered factors such as deep national polarization among citizens, violence as a method for resolving disputes, the weakness of institutions, the press, and the judiciary. In such an environment, only one or a few events would be needed to trigger a large-scale civil conflict. Mines listed possible catalysts: the impeachment or removal of the president from office; a major terrorist attack coupled with a sense that the establishment cannot manage national security; an economic recession in which the president and his allies blame certain groups; or a war gone wrong that polarizes the country, with blame distributed in such a way that factions begin to turn against each other (Ricks, 2017). In 2019, historian Nina Silber pointed out that one of the signs of a possible civil war is the willingness of the masses to engage in violence against their political enemies. “That’s what happened in the 1860s,” she said. “People viewed their political opponents in extreme terms and found it impossible to reach common ground” (BU Today, 2019). In this line, the possibility of a civil war looms over the events that occur before an armed confrontation, as the actors involved use the threat of violence against their previously identified political adversaries. Thus, the triggering event would involve the sudden outbreak of large-scale violence intended to provoke reactions driven by fear, anger, or a desire for revenge. The actors and divisions of the eventual civil war would be a continuation of the political landscape that existed before its outbreak. While the war itself may generate new actors, its emergence only occurs after the escalation toward total conflict (Lacher, 2022). Therefore, considering this background, it can be inferred that while a civil war in the United States is not an inevitable outcome, there is a real possibility that it could occur if the growing political and social polarization persists, along with the normalization of violence as a means of resolving conflicts. Consequently, in a context of geopolitical tensions, this would affect other nations, since the dollar remains the world’s reserve currency and, as the leading global power, the United States continues to play a key role in the international system. As a result, political instability and institutional division within the U.S. could trigger another domino effect — but on a global scale. If the United States were to face a civil war, it would be weakened to the point of leaving a power vacuum in the world, which the BRICS bloc — led by China and Russia — would likely seek to exploit to reconfigure the international order. References BU Today. (2019). BU Historian Answers: Are We Headed for Another Civil War? Boston University. https://www.bu.edu/articles/2019/are-we-headed-for-another-civil-war/Chung, A. (2025). US Supreme Court expands its 'emergency' docket - and Trump's power too. Reuters. https://www.reuters.com/legal/government/us-supreme-court-expands-its-emergency-docket-trumps-power-too-2025-10-02/Hutzler, A. (2025). 'Acts of a dictator': Newsom lashes out at Trump after arrest threat. ABC News. https://abcnews.go.com/Politics/war-words-trump-newsom-la-protests-escalates-arrest/story?id=122662589Lacher, W. (2022). How does civil war begin? The role of escalatory processes. Violence: An International Journal, 3(2), 139-161.  https://doi.org/10.1177/26330024221130364Loffman, M. (2025). There’s a growing number of Americans who think violence might be necessary to get the country back on track. PBS. https://www.pbs.org/newshour/politics/theres-a-growing-number-of-americans-who-think-violence-might-be-necessary-to-get-the-country-back-on-trackMatza, M. y Zurcher, A. (2025). Un tribunal de EE.UU. dictamina que la mayoría de los aranceles globales de Trump son ilegales. BBC News Mundo. https://www.bbc.com/mundo/articles/c0j90d5pe19oMounk, Y. (2021). After Trump, Is American Democracy Doomed by Populism? Council on Foreign Relations. https://www.cfr.org/in-brief/after-trump-american-democracy-doomed-populismMusk, E. (2025). [@elonmusk]. The left is the party of murder. X. https://x.com/elonmusk/status/1965859343351558352Newsom, G. (2025). [@GavinNewsom]. X. https://x.com/GavinNewsom/status/1931848215802028394Pérez, R. (2022). Half of Americans anticipate a U.S. civil war soon, survey finds. Science. https://www.science.org/content/article/half-of-americans-anticipate-a-us-civil-war-soon-survey-findsRicks, T. (2017). Will we have a civil war? A SF officer turned diplomat estimates chances at 60 percent. Foreign Policy. https://foreignpolicy.com/2017/03/10/will-we-have-a-civil-war-a-sf-officer-turned-diplomat-estimates-chances-at-60-percent/Tate, A. [@Cobratate]. (2025). Civil war. X. https://x.com/Cobratate/status/1965866748512780686Tau et al. (2025). The 911 presidency: Trump flexes emergency powers in his second term. AP. https://apnews.com/article/trump-emergency-powers-tariffs-immigration-5cbe386d8f2cc4a374a5d005e618d76aThe White House. (2025). President Trump Isn’t Backing Down from Crushing Radical Left Violence. https://www.whitehouse.gov/articles/2025/09/president-trump-isnt-backing-down-from-crushing-radical-left-violence/Venegas, N. (2024). Putin Ally Predicts US Will Collapse in ‘Imminent New Civil War’. Newsweek. https://www.newsweek.com/putin-ally-dmitry-medvedev-predicts-us-collapse-imminent-civil-war-1950276Walter, B. (2022). Is the US headed toward civil war? Political violence at a glace. https://politicalviolenceataglance.org/2022/01/06/is-the-us-headed-toward-civil-war/Wintemute et al. (2024). Expectations of and perceived need for civil war in the USA: findings from a 2023 nationally representative survey. Injury Epidemiology. 11(40). https://doi.org/10.1186/s40621-024-00521-5

Abstract This paper examines Poland's pivotal role in European geopolitics amid escalating tensions following Russia's 2022 invasion of Ukraine. Highlighting the September 2025 Russian drone incursion into Polish airspace—marking NATO's first engagement with Russian assets within allied territory—it analyses Poland's military, diplomatic, and strategic responses, including border closures with Belarus and the NATO-led Iron Defender-25 exercise.The study contextualises Poland's historical significance from its 1918 independence through Cold War dynamics to its contemporary position as a key NATO and EU member. Poland's substantial support to Ukraine, encompassing military aid, humanitarian assistance, and political advocacy, underscores its role as both a regional security actor and a logistic hub.The paper also addresses challenges stemming from refugee influxes and bilateral tensions, while discussing broader implications for EU security and autonomy, particularly regarding Ukraine's potential membership in the EU. Through this lens, Poland emerges as both a bulwark against Russian aggression and a spearhead of European defence initiatives, navigating complex geopolitical pressures with strategic resolve. Key Words: Poland, Ukraine, Geopolitics, Security, Europe Introduction Between September 9 and 10, 2025, a contingent of 19 to 23 drones, alleged to be Russian, breached Polish airspace. This incident marked the first occasion since Russia's 2022 invasion of Ukraine that NATO forces engaged and neutralised Russian assets within allied airspace.[i] Allegedly, the drones were part of a massive Russian assault on Ukraine, involving over 400 drones and missiles. At least four drones were shot down, primarily by Dutch F-35 jets, with support from Polish F-16s, Italian airborne early warning aircraft, and a Belgian aerial tanker. German Patriot systems in Poland were also on high alert.[ii] The drones caused minor damage, and no casualties were reported. Four Polish airports, including Warsaw's Chopin Airport, were temporarily closed due to the incursion. Poland's Prime Minister, Donald Tusk, described the event as a "large-scale provocation" and the closest the country had come to open conflict since World War II. Poland invoked NATO's Article 4, prompting consultations among allies, and an emergency meeting of the UN Security Council was requested. Polish officials, including Foreign Minister Radosław Sikorski, assert the incursion was deliberate, citing the number of drones and their flight paths, some of which reached deep into Poland, including near Gdańsk. The drones, identified as Gerbera models (simplified versions of Iran-designed Geran drones), were unarmed, suggesting they might have been decoys to test NATO's air defences. Russia denied targeting Poland, claiming the drones veered off course due to Ukrainian jamming, a claim supported by Belarus but dismissed by Polish and European leaders. Intelligence officials are divided on whether the incursion was intentional or accidental, with some suggesting Russia aimed to probe NATO's response without escalating to direct conflict.[iii] NATO Secretary-General Mark Rutte condemned Russia's "reckless behaviour," and leaders from the US, UK, France, Germany, and others expressed solidarity with Poland, calling the incident a serious escalation. Ukrainian President Volodymyr Zelenskyy labelled it a "dangerous precedent" and offered Poland anti-drone training, leading to a Poland-Ukraine agreement on joint drone defence initiatives. The EU's foreign policy chief, Kaja Kallas, proposed a "drone wall" to protect Europe's eastern flank.[iv] The incident occurred amid heightened Russian attacks on Ukraine and joint Russia-Belarus military exercises (Zapad 2025), raising concerns about regional stability. Some analysts believe Russia was testing NATO's resolve, especially after failed US-brokered peace talks. NATO has since bolstered its eastern defences, and Poland has closed its border with Belarus, citing security threats. The Zapad (meaning "West" in the Russian language) series began in 2009 as part of the Union State agreement between Russia and Belarus, alternating with other drills, such as Union Shield. Previous exercises often raised alarms among NATO members due to their scale and proximity to alliance borders. For instance, Zapad 2017 involved scenarios with fictional states resembling the Baltic nations.[v] At the same time, Zapad 2021 reportedly included up to 200,000 troops and integrated Belarusian forces more deeply into Russian command structures, with elements simulating operations involving Ukraine. The 2023 Zapad exercise was cancelled, attributed to Russia's resource strain from the Ukraine conflict. Notably, similar drills like Union Resolve in early 2022 were used to mask troop buildups for Russia's invasion of Ukraine, fuelling suspicions around Zapad events. Zapad 2025 took place from September 12 to 16 across 41 land and maritime training areas in both Russia and Belarus. Around 100,000 military personnel participated in the exercise, which also involved up to 7,000 Belarusian soldiers and 10,000 pieces of military hardware.[vi] The operation explicitly framed itself as a defensive measure to protect the sovereignty and territorial integrity of the Union State. Still, it also incorporated high-intensity combat simulations, including the theoretical deployment of tactical nuclear capabilities and advanced missile systems. Despite the presence of military observers from NATO nations and other allied countries at the Zapad 2025 military exercises, the event has raised concerns about regional security, particularly among Poland and the easternmost members of NATO. According to the world's oldest and one of the most cited think tanks specialising in international security, the RUSI (Royal United Services Institute), "Zapad 2025 appears as a meticulously calibrated, scaled-down, and geographically-constrained exercise. This is a deliberate and rational adaptation to the immense human and material costs of the ongoing large-scale war in Ukraine and the persistent strain of international sanctions. The exercise worked as a multi-layered instrument of a state in wartime, even though not fully mobilised. Politically, it fostered a perception of resolve continuity to both domestic and international audiences, strengthening the Russian-Belarusian closeness and deploying calibrated, low-resource deterrent messaging. Militarily, it worked as a field laboratory where Russia stress-tested and refined its Initial Period of War (IPW) playbook, incorporating direct lessons from the Ukrainian battlefield. The focus this time was on high-leverage capabilities, such as long-range precision fires, integrated air and missile defence (IAMD), and electronic warfare (EW), while conserving mass and materiel that are critically needed in Ukraine."[vii]Polish reaction to ZAPAD 2025Poland responded resolutely to the joint Russia-Belarus Zapad 2025 military exercises, viewing them as a provocative threat due to their proximity to the Polish border, aggressive scenarios (including nuclear elements and targeting the strategic Suwałki Gap), and the broader context of Russia's ongoing war in Ukraine and recent incidents like Russian drone incursions into Polish airspace. The reactions encompassed military, border security, diplomatic, and intelligence measures, reflecting heightened tensions and a focus on deterrence.[viii] Poland closed all border crossings with Belarus, including railway lines, effective midnight on September 11-12, 2025 (local Polish time), for an indefinite period until the perceived threat subsided.[1] This decision, announced by Prime Minister Donald Tusk, was justified by the exercises' aggressive nature, their location near the border, and ongoing hybrid threats from Russia and Belarus, such as arson attacks, sabotage, propaganda, disinformation, and espionage. The closure impacted the transit of Chinese and Russian goods. Additional measures included heightened vigilance at the frontier, with Poland coordinating with allies like Lithuania, which also ramped up security at its borders with Belarus and Russia.[ix] Additionally, Poland deployed up to 40,000 soldiers to its eastern border with Belarus as a direct counter to the drills, emphasising preparedness amid the perceived escalation. In a pre-emptive move, Poland led the NATO-backed Iron Defender-25 exercise, starting on September 2, 2025, as its primary military response.[x] This was described as the largest NATO-led drill of the year, involving approximately 30,000 troops (including Polish Armed Forces, NATO battlegroups, Air Force, Navy, Territorial Defence Forces, and Special Forces) and over 600 pieces of heavy equipment, such as U.S.-made Abrams tanks, K9 howitzers, and Gladius drone systems. The multi-domain exercise (land, sea, air, cyberspace) incorporated lessons from the Ukraine war, testing combat effectiveness in realistic scenarios to enhance interoperability and demonstrate alliance unity. Poland's Defence Ministry framed it as non-targeted training but a clear signal of readiness against potential threats, including large-scale drone attacks and Russia's Iskander-M missile deployments in Kaliningrad. Concurrent NATO drills were also conducted along the border.[xi] Historical Context For a non-specialist, especially one from outside Europe, Poland may seem a big unknown. Let us then very briefly examine the role of Poland in European Politics from a historical perspective over the last one hundred years. Poland's role in European history since 1918 has been transformative, serving as both a symbol of national resilience and a catalyst for broader continental change. From regaining independence after 123 years of partition to becoming a cornerstone of modern European integration, Poland's journey reflects the complex dynamics of 20th and 21st century European politics. Poland re-emerged as an independent state in 1918 following the collapse of the German, Austro-Hungarian, and Russian empires. The newly reconstituted Second Polish Republic faced immediate challenges, including border conflicts with neighbouring states from 1918 to 1921 and internal struggles with multiethnic tensions and economic dislocation.[xii] The interwar period was characterised by political instability, debates over competing leadership visions, and the legacy of partitions that shaped Poland's regional ambitions and democratic consolidation efforts.[xiii] Poland became the epicentre of World War II, suffering devastating military occupation under both Nazi and Soviet policies. The country experienced unprecedented civilian trauma, displacement, and the systematic extermination of its population.[xiv] Historians still debate the numbers, but recent analyses suggest that the nation might have lost much more than initially was suggested. Instead of six million, some historians suggest that nine million would be a more realistic number, which would constitute almost 24% of the Polish population.[xv] This wartime destruction fundamentally reshaped Poland's demographics, political landscape, and postwar boundaries, leaving an indelible mark on European memory of the war. After 1945, Poland fell under the Soviet sphere, adopting a communist system that profoundly shaped its institutions, economy, and foreign policy throughout the Cold War. The Soviet-backed regime implemented state socialism, which combined industrialisation with political repression, resulting in periodic episodes of mass dissent.[xvi] Notably, as a member of the Warsaw Pact,[xvii] Poland occupied a central strategic position within the Central and Eastern European architecture, serving as both a critical forward staging area and a substantial contributor to the alliance's conventional forces throughout the Cold War period (1955 - 1989). As part of the "Northern Tier" alongside East Germany and Czechoslovakia, Poland's territory formed the primary staging ground for Soviet operational plans targeting Western Europe, providing essential buffer protection for Soviet rear areas while controlling crucial East-West transit routes across Central Europe.[xviii] The Polish People's Army constituted one of the largest non-Soviet contingents within the Warsaw Pact, with substantial ground forces integrated into Soviet-designed offensive operations that emphasised rapid cross-border campaigns and coalition warfare capabilities. Polish military doctrine was heavily subordinated to Soviet operational art, with force structures, equipment procurement, and training programs synchronised to complement Soviet General Staff concepts rather than independent national defence requirements.[xix] Poland's armed forces regularly participated in major Warsaw Pact exercises that rehearsed theatre-level offensive operations, serving as integral combat elements whose contributions were deemed necessary for the alliance's conventional surprise-attack options. However, this integration came at the cost of operational autonomy, as Soviet personnel and advisers maintained significant influence over Polish military leadership and strategic planning throughout much of the Cold War period. The relationship revealed inherent tensions between Polish national interests and Soviet strategic imperatives, particularly during political crises such as the 1980 - 1981 Solidarity period, when Moscow considered military intervention but ultimately relied on Polish authorities to maintain internal order. By the 1980s, while Poland remained formally committed to Warsaw Pact structures, domestic political changes increasingly undermined the reliability and willingness of Polish forces to serve Soviet strategic objectives, contributing to the gradual erosion of the alliance's military cohesion.[xx] The independent trade union Solidarity, born from mass strikes in 1980, became the primary catalyst for Poland's transition from communism. Despite the imposition of martial law in December 1981, the movement persisted and eventually led to the Round Table negotiations and the pivotal 1989 elections, which produced rapid systemic change.[xxi] Poland's peaceful transition initiated processes that reverberated across Eastern Europe, contributing to the end of the Cold War order. Poland's post-1989 trajectory transformed it from a transition exemplar to an active Euro-Atlantic partner. The country joined NATO in 1999 and acceded to the European Union in 2004, completing its integration into Western institutions.[xxii] Today, Poland serves as the largest economy in Central Europe. It plays multiple roles as a security actor countering Russian influence, a close US partner, and a significant voice in EU decision-making.[xxiii] Below, the reader will find a comprehensive table that contains key political and economic developments in Poland since 1918. Source: Grok – prompt: Create a table with the most important political and economic developments in Poland since 1918. Visualisation by gamma.app. The Role of Poland in the Ukrainian War As allegedly a Chinese saying goes, "one picture is worth a thousand words", one needs to look no further than at a map of contemporary Europe to understand the central and therefore strategically important location of Poland. Source: https://www.escape2poland.co.uk/poland-guide/poland-map From the very beginning of Russia's invasion of Ukraine on February 24, 2022, Poland has emerged as one of Kyiv's staunchest allies, providing multifaceted support amid escalating geopolitical tensions. This assistance has spanned military, humanitarian, political, and economic domains, reflecting Warsaw's strategic interest in countering Russian aggression while bolstering regional stability. By mid-2025, Poland's total aid to Ukraine has approached $9 billion, equivalent to about 4.91% of its GDP.[xxiv] In the military sphere, Poland has delivered 47 aid packages, positioning itself as Europe's primary logistics hub for defence supplies, with 80% of allied donations transiting through its borders. Cumulative military support has reached €4.5 billion by May 2025, including over 300 T-72 and PT-91 Twardy tanks, BWP-1 infantry fighting vehicles, air defence systems, reconnaissance drones, and 100 million rounds of ammunition. Poland also trained Ukrainian troops on NATO equipment and, in April 2024, offered to repatriate draft-eligible Ukrainian men residing in Poland to bolster Kyiv's forces. A July 2024 bilateral security agreement further commits Warsaw to ongoing defence cooperation.[xxv] Humanitarian efforts have been equally robust, with Poland hosting over 1.5 million Ukrainian refugees by 2025, after more than 7.57 million crossed its borders since the invasion's onset.[xxvi] Warsaw established nine reception points on day one and spent €40 billion (1.9% of GDP) on refugee and humanitarian aid from 2022 to 2024, including welfare, medical supplies, and integration programs.[xxvii] By 2024, Ukrainian refugees reportedly contributed a net 2.7% boost to Poland's GDP through employment, with rates rising from 61% to 69%. However, public support has waned, dropping to 45% for long-term stays by 2025, amid political debates over extending benefits.[xxviii] Politically, Poland condemned the invasion through a unanimous Sejm resolution on February 24, 2022, and has advocated for Ukraine's integration into the EU and NATO within forums like the Lublin Triangle. Leaders like President Andrzej Duda and Prime Minister Donald Tusk have emphasised "non-negotiable" solidarity, pushing for sanctions and intelligence sharing. Tensions flared in 2023 over grain imports, leading to temporary bans and border protests, but dialogue resumed with high-level meetings in 2024.[xxix] Economically, Poland's aid encompasses reconstruction involvement, energy interconnections, and trade facilitation, with refugees contributing to growth. As of September 2025, Warsaw has joined the "Coalition of the Willing" for sustained defence pledges, although domestic fatigue and the 2025 elections pose challenges to its long-term commitment. Overall, Poland's role has solidified its regional leadership, balancing altruism with security imperatives.[xxx] The overall picture regarding the actual situation in Poland regarding the costs and benefits of Ukrainian immigration is not all roses. The influx has triggered notable social, economic, and infrastructural strains. Public support for long-term refugee stays has declined amid growing fatigue and political debates. Key challenges include social tensions, housing pressures, welfare strains, and integration barriers. Rarely, but especially painful from a Polish perspective, are anti-Polish sentiments manifested by some Ukrainians, mostly on social media, which often refer to support for Stepan Bandera, seen as a founder of the modern Ukrainian State. Stephan Bandera, was a Ukrainian nationalist leader associated with the Organisation of Ukrainian Nationalists (OUN) and the Ukrainian Insurgent Army (UPA) — and a prominent instigator of Volhynia Massacre of 1943 - 1944. During the massacre, UPA forces killed up to 200,000 ethnic Poles in Volhynia and Eastern Galicia (civilians – mostly women and children) as part of ethnic cleansing efforts. Consequently, Bandera, viewed as a hero in Ukraine for resisting Soviet and Nazi occupations, is often equated in Poland with perpetrators of genocide. SAFE and European Autonomy As analysed here, the EU is in favour of Ukraine's integration into European defence cooperation through the SAFE fund, which highlights Ukraine's unique status as a semi-integrated security partner (SISP) despite not being an EU member. With its vast resources, Ukraine can potentially strengthen the EU and contribute to its economic and political growth, thereby enhancing European geopolitical influence. On the downside, Ukrainian semi- or full membership in the EU, which is likely to include membership in the postulated European Defence Union (EDU), will further stretch the EU dangerously to the East, shrinking the geographical distance between the EU and Russia. Consequently, Europe is likely to face an elevated strategic challenge posed by Russia, given its military potential and, most importantly, the historical and current context of political and economic adversary relations. Simply speaking, once Ukraine becomes an EU member, the EU will be exposed to constant security challenges to a degree much higher than before. The theory of escalation by Herman Kahn should therefore be studied in detail by European policymakers and military leaders to make sure that Europe does not find itself again drawn into a military conflict that may damage its societies for generations to come.[xxxi] Curiously, political leaders of Poland (such as Prime Minister Donald Tusk or Minister of Foreign Affairs Radek Sikorski), supported by Estonian, German, French and British leaders, strike somewhat risky poses and flex muscles verbally challenging the delicate status quo. For example, a recent Russian drone incursion into Polish airspace (8-9 September 2025) produced a lot of chaos and uncertainty. As a consequence, some damage was done to civilian infrastructure. Polish authorities were quick to declare that Russian drones had caused the damage. Only later did it transpire through media reports that the damage had, in fact, been caused by friendly fire. A Polish missile mistakenly hit the civilian infrastructure instead of a hostile drone.[xxxii] Similarly, on November 15, 2022, during a massive Russian missile barrage targeting Ukrainian infrastructure, a missile struck a grain drying facility in the Polish village of Przewodów (near the Ukraine border), killing two Polish civilians and causing an explosion.[xxxiii] Initial reactions from the Ukrainian and the Polish governments hinted at Russian agency. Later on, it turned out that it was, in fact, a Ukrainian missile that mistakenly hit the Polish territory.[2] Interestingly, in a recent interview, the former President of Poland, Andrzej Duda, admitted that the Ukrainian side clearly used the event as an attempt to force the Polish hand to join the war against Russia.[xxxiv]Poland, once again, finds itself at the forefront of the geopolitical border between the collective West and Russia, and once again, it serves as both a bulwark and a spearhead. A role that never really paid any dividends in the 20th century. A role that cost millions of lives, destruction and decades of servitude. Broader Geopolitical Context In a broader geopolitical context, the Polish government has recently taken a significant step by blocking the One Belt One Road (OBOR) initiative. The closure of the border with Belarus halted all road and rail traffic, including a critical rail route that handles about 90% of EU-China freight train shipments — part of China's Belt and Road Initiative — valued at around €25 - 30 billion annually. The disruption affected perishable goods, forced rerouting to less efficient paths, such as the Middle Corridor (via Kazakhstan, the Caspian Sea, Azerbaijan, Georgia, and Turkey), and led to potential losses for Chinese investors. Polish Foreign Minister Radosław Sikorski emphasised to Chinese Foreign Minister Wang Yi on September 16 that security took precedence over trade, rejecting the initial request to reopen. The border reopened on September 25, allowing rail trade to resume gradually, though short-term congestion and instability persisted.[xxxv]Initially, Poland was positive about OBOR, which was formally launched back in 2013. Poland's participation positioned it as a key European gateway, leveraging its central location for rail, port, and trade links. Chinese President Xi Jinping visited Poland in June 2016 and held a meeting with then-President Andrzej Duda and then-Prime Minister Beata Szydło. They signed a declaration elevating ties to a comprehensive strategic partnership, emphasising OBOR cooperation in trade, investment, and infrastructure. The next several years saw a focus on rail and port projects where Poland positions itself as a "hub" for the Silk Road Economic Belt, with investments in logistics and connectivity.[xxxvi] In June 2024, President Xi met Duda in Beijing to mark 75 years of diplomatic relations. They issued an Action Plan (2024–2027) for strengthening the partnership, including high-quality OBOR cooperation.Recent events show that the Polish leadership has reevaluated its role in global and European geopolitics. By doing so, it appears that the Polish political leadership is playing a high-stakes game in the current geopolitical arena — a picture all too familiar to anyone who has studied the history of World War II. We can only hope that this time the future will not bring an all-European war.  [1] The border was reopened at midnight 25 of September.[2] The Ukrainian side has issued no official acknowledgement nor any compensation.   [i] Easton, A., & Lukiv, J. (2025, September 11). Poland says it shot down Russian drones after airspace violation. BBC. https://www.bbc.com/news/articles/c147065pzdzo[ii] Charlish, A., Kelly, L., & Erling, B. (2025, September 11). Poland downs drones in its airspace, becoming first NATO member to fire during war in Ukraine. Reuters. https://www.reuters.com/business/aerospace-defense/poland-downs-drones-its-airspace-becoming-first-nato-member-fire-during-war-2025-09-10/[iii] Walker, S. (2025, September 15). Russian drone incursion into Poland ‘was Kremlin test on Nato.’ The Guardian. https://www.theguardian.com/world/2025/sep/14/russian-drone-incursion-poland-nato-ukraine-europe[iv] Emergency Briefing on Drone Incursion into Poland. (2025, September 12). Security Council Report. https://www.securitycouncilreport.org/whatsinblue/2025/09/emergency-briefing-on-drone-incursion-into-poland.php[v] Yeryoma, M. (2025, August 26). As Russia-Belarus Zapad military exercises begin, here’s everything you need to know. The Kyiv Independent. https://kyivindependent.com/everything-you-need-to-know-about-russia-belarus-zapad-2025-military-drills-set-for-september/[vi] Bifolchi, G. (2025, September 17). Russia-Belarus Joint Military Exercise “Zapad-2025”: Intel Briefing. The Kyiv Independent. https://www.specialeurasia.com/2025/09/17/russia-belarus-zapad-2025/[vii] Minniti, F. (2025, September 22). Wartime Zapad 2025 Exercise: Russia’s Strategic Adaptation and NATO. RUSI. https://www.rusi.org/explore-our-research/publications/commentary/wartime-zapad-2025-exercise-russias-strategic-adaptation-and-nato[viii] Query, A. (2025, September 20). Iron Defender-25: Is NATO Finally Ready to Shield Its Eastern Flank? UNITED24 MEDIA. https://united24media.com/world/iron-defender-25-is-nato-finally-ready-to-shield-its-eastern-flank-11795[ix] Poland to close Belarus border due to Russia-led military exercises, PM says. (2025, September 10). Reuters. https://www.reuters.com/world/europe/poland-close-belarus-border-due-russia-led-military-exercises-pm-says-2025-09-09/[x] Polska odpowiedź na “Zapad-2025”. “Unikamy eskalacji, nie boimy się.” (2025, August 9). Polskie Radio24.Pl. https://polskieradio24.pl/artykul/3562822,polska-odpowiedz-na-zapad-2025-unikamy-eskalacji-nie-boimy-sie[xi] Federation of Exercises codenamed IRON DEFENDER-25 - One Goal, Many Forces, Shared Readiness. (2025, August 26). Ministry of National Defence, Republic of Poland. https://www.gov.pl/web/national-defence/federation-of-exercises-codenamed-iron-defender-25--one-goal-many-forces-shared-readiness[xii] J. Lukowski and H. Zawadzki, "Independence regained and lost, 1914–1945," in A Concise History of Poland, Cambridge University Press, 2006. Also J. Böhler, Civil War in Central Europe, 1918-1921: The Reconstruction of Poland, 2018.[xiii] Górny, M. (2019). A Century of Selective Ignorance: Poland 1918–2018. Slavic Review, 78(3), 654–662. doi:10.1017/slr.2019.227  [xiv] A. J. Prazmowska, Poland: A Modern History, 2010. Also P. D. Stachura, Poland in the Twentieth Century, 1999.[xv] Davies, N. (n.d.). Europa walczy 1939-1945. Nie takie proste zwycięstwo. ZNAK.[xvi] A. Kemp‑Welch, Poland under Communism: A Cold War History, Cambridge University Press, 2008.[xvii] See more at: https://www.britannica.com/event/Warsaw-Pact[xviii] M. Sadykiewicz, "Organizing for Coalition Warfare The Role of East European Warsaw Pact Forces in Soviet Military Planning," RAND, 1988.[xix] Jones, C. D. (2003). Soviet military doctrine as strategic deception: An offensive military strategy for defense of the socialist fatherland. The Journal of Slavic Military Studies, 16(3), 24–65. https://doi.org/10.1080/13518040308430567[xx] Mastny, V. (1999). The Soviet Non-Invasion of Poland in 1980-1981 and the End of the Cold War. Europe-Asia Studies, 51(2), 189–211. http://www.jstor.org/stable/153609[xxi] A. Paczkowski and C. Manetti, Revolution and Counterrevolution in Poland, 1980–1989, 2015.[xxii] A. F. Tatham, "The Polish Constitutional Tribunal and European Law," in European Law and the Eastern Enlargement, Brill, 2013.[xxiii] R. Zięba, "The Evolution of Poland's International Roles," in Central Europe and the Changing International Order, 2020. Or A. Szczerbiak, "A model for democratic transition and European integration? Why Poland matters?" Geopolitics, History, and International Relations, 2016.[xxiv] Prochwicz Jazowska, M. (2025, September 8). Home and away: Why Poland is fighting a war on two fronts. European Council on Foreign Relations. https://ecfr.eu/article/home-and-away-why-poland-is-fighting-a-war-on-two-fronts/[xxv] Palowski, J. (2025, April 8). Poland delivered 100 million rounds of ammunition to Ukraine. Details on Germany and USA. Defence 24.Com. https://defence24.com/defence-policy/poland-delivered-100-million-rounds-of-ammunition-to-ukraine-details-on-germany-and-usa Also Słowański, M. T. (2025, January 13). Poland and Ukraine: A Partnership Forged in Resilience. Fair Observer. https://www.fairobserver.com/politics/poland-and-ukraine-a-partnership-forged-in-resilience/[xxvi] Fusiek, D. A. (2022, November 28). The needs of refugees. European Investment Bank. https://www.eib.org/en/stories/ukrainian-poland-infrastructure-refugees[xxvii] See more at: https://data.unhcr.org/en/situations/ukraine/location/10781[xxviii] See more at: UKRAINE EMERGENCY. (2025, September 25). UNHCR. https://www.unrefugees.org/emergencies/ukraine/[xxix] Prochwicz Jazowska, M. (2025, September 8). Home and away: Why Poland is fighting a war on two fronts. European Council on Foreign Relations. https://ecfr.eu/article/home-and-away-why-poland-is-fighting-a-war-on-two-fronts/[xxx] Ukrainian refugees give Poland big economic boost, report says. (2025, June 10). Reuters. https://www.reuters.com/world/ukrainian-refugees-give-poland-big-economic-boost-report-says-2025-06-10/[xxxi]https://www.amazon.com/Escalation-Metaphors-Scenarios-Herman-Kahn/dp/1412811627#:~:text=In%20this%20widely%20discussed%20and,closer%20to%20all%2Dout%20war.[xxxii] Kacprzak, I., & Zawadka, G. (2025, September 16). Polska rakieta uderzyła w dom na Lubelszczyźnie. Rzeczpospolita. https://www.rp.pl/wojsko/art43015001-polska-rakieta-uderzyla-w-dom-na-lubelszczyznie[xxxiii] Henley, J. (2022, November 16). Missile that hit Poland likely came from Ukraine defences, say Warsaw and NATO. The Guardian. https://www.theguardian.com/world/2022/nov/16/poland-president-missile-strike-probably-ukrainian-stray[xxxiv] Scheffer, J. (2025, September 5). Poland’s Ex-President Duda Exposes How Ukraine Tries to Pull Allies into War. Hungarian Conservative. https://www.hungarianconservative.com/articles/current/ukraine-war-andrzej-duda-allies-false-flag-drone-strike/[xxxv] Dean, J. D. (2025, September 23). Poland to China: So, You Want to Play Hybrid War? Hungarian Conservative. https://cepa.org/article/poland-to-china-so-you-want-to-play-hybrid-war/[xxxvi] Jakubowski, A., Komornicki, T., Kowalczyk, K., & Miszczuk, A. (2020). Poland as a hub of the Silk Road Economic Belt: is the narrative of opportunity supported by developments on the ground? Asia Europe Journal, 18, 367–396. https://doi.org/https://doi.org/10.1007/s10308-020-00571-6

1. Introduction Since the Korean War, South Korea had long relied on U.S.-made tanks, but in the 1970s it launched a full-scale domestic tank development program under the principle of self-reliant national defense. As a result, beginning with the K1 tank, the country gradually increased its localization rate, and today it has fielded the highly advanced K2 Black Panther, placing itself among the world’s leading tank powers. However, when compared to major tanks competing in the global defense market, a comprehensive analysis is still required not only in terms of performance, but also in cost-effectiveness and export competitiveness. This study examines the evolution and localization of South Korea’s tanks, and analyzes the performance of the K2 in comparison with other global competitors to highlight its export potential and strategic significance. 2. Early Background: The Korean War – Early 1970s During the Korean War 1950-1953, North Korean forces launched their invasion spearheaded by the Soviet Union’s best-selling tank, the T-34. In contrast, South Korea did not possess a single tank at the time. The power of the T-34 allowed the North Korean army to advance rapidly in the early stages of the war. However, the arrival of U.S. ground forces changed the situation. The M24 Chaffee light tank was the first to be deployed, followed by the M4 Sherman medium tank, the M26 Pershing heavy/medium tank, and the M46 Patton medium tank, all of which overwhelmed the North Korean forces. Thanks to this reinforcement, the Nakdong River defensive line was held, and the tide of the war shifted in favor of the UN forces. Additionally, by late 1950, the British Army had committed its renowned A41 Centurion tanks to the conflict. After the war, in 1959, South Korea received the M47 Patton tank from the United States as part of its allied support policy and broader equipment modernization program. After the war, South Korea relied on U.S. assistance until 1970 to accumulate experience in operating and maintaining tanks. In particular, in 1966, when the M48 Patton tanks were provided by the United States, South Korea also received a Technical Data Package (TDP), which included key technology transfers alongside major upgrades. Through this, South Korea acquired comprehensive expertise in armor casting and welding, production processes, precision manufacturing and assembly, as well as quality inspection and testing. This foundation became a crucial stepping stone for the subsequent development of the Korean tank industry. 3. Development of the K1 Indigenous Tank: 1970s–1980s Under President Park Chung-hee’s policy of self-reliant national defense, South Korea launched the Republic of Korea Indigenous Tank (ROKIT) program in 1975 in cooperation with the United States. Following the signing of a memorandum of understanding in 1978, full-scale development began. The design direction was set to base the new tank on the form and performance of the U.S. Army’s latest third-generation tank at the time, the M1 Abrams. Chrysler Defense (now GDLS), the manufacturer of the M1, participated in the project, while South Korea’s Agency for Defense Development and Hyundai Precision (now Hyundai Rotem) worked together to create a smaller, terrain-optimized “Little Abrams” for the Korean Peninsula. In April 1984, two prototypes were produced, and after passing a series of tests, mass production began in 1985. The production K1 tank was armed with a 105 mm rifled gun and equipped with a 1,200 horsepower German MTU-series diesel engine, built with General Dynamics technology. A key feature was the adoption of a hydropneumatic suspension system, allowing adjustable ground clearance suited for Korea’s mountainous terrain. The tank weighed 51.5 tons, carried a crew of four, and a total of 1,026 units were produced between 1985 and 1997. During its service, the upgraded K1A1 variant was developed, featuring a 120 mm smoothbore gun, improved fire-control systems, and enhanced armor protection. A total of 484 K1A1s were produced between 1996 and 2008. Subsequent modernized versions, the K1E1 and K1E2, have ensured that the K1 series continues to serve as a core component of the South Korean Army’s armored forces. 4. The K2 Black Panther: 2000s – Present Beginning in 1996, the Republic of Korea Armed Forces acquired 68 T-80U tanks from Russia as repayment for an economic cooperation loan. At the time, the T-80U was Russia’s latest main battle tank, and for South Korean engineers, who had previously only worked with U.S.-made tanks, it provided a valuable opportunity to gain direct experience with a new model. The lessons learned from operating the T-80U contributed significantly to the later development of the K2 tank. After the Ministry of National Defense announced its next-generation tank program in 1992, a system concept study was carried out in 1995, followed by exploratory development in 1998. In 2003, full-scale system development began. By 2007, three prototypes were unveiled for operational testing and evaluation, and mass production was initially scheduled to begin in 2012. However, issues arose during the development of the domestic powerpack (engine and transmission). These included an engine protection temperature setting error, which failed to safeguard the engine from overheating, and insufficient cooling fan speed in the transmission at maximum output, which led to inadequate cooling. Despite multiple redesigns, persistent problems in performance and reliability testing delayed deployment. As a result, the first production batch of 100 K2 tanks was equipped with Germany’s MTU engines and RENK transmissions instead of the domestic powerpack. These vehicles began delivery to the ROK Army in April 2014. By September 2014, the domestic engine had passed the Defense Acquisition Program Administration’s evaluation, and the second batch of 106 tanks and the third batch of 54 tanks were produced with a “hybrid powerpack”—a Korean-made engine combined with a German transmission. Starting with the fourth production batch, SNT Dynamics’ domestic transmission was successfully integrated, completing full localization of the K2 powerpack. Unlike its predecessor, the K1, which had been developed under the leadership of General Dynamics and relied heavily on U.S. components, the K2 Black Panther is a fully indigenous South Korean tank. With domestically developed engines and transmissions, it achieved a high localization rate, giving South Korea independence from U.S. and German export restrictions and allowing greater freedom in operating and exporting its tanks. As South Korea’s most advanced tank, the K2 incorporates cutting-edge technologies that set it apart from its predecessors. These include a 120 mm smoothbore gun, an active protection system (APS), an autoloader, and stealth features, delivering superior mobility, protection, and firepower. Today, it stands as a core asset of the South Korean Army. Specifications (K2 Black Panther):Crew: 3Weight: 55 tonsEngine: Doosan Infracore DV-27K diesel engineTransmission: SNT Dynamics EST15K automatic transmissionMain Gun: Hyundai WIA 120 mm smoothbore CN08Fire Control System: South Korean domestic technologyArmor: Korean-developed composite armor  5. Timeline of South Korea’s Tank Development: From U.S. Aid to the K2 The introduction and development of tanks in the ROK Army have been organized in a chronological timeline with images. This timeline is designed to provide a clear overview of the entire progression — from U.S. aid tanks, to tanks acquired from Russia, and finally to the development of indigenous Korean tanks.   6. K2 vs. Regional Main Battle Tanks — Performance Comparison Tank performance can be compared across four key categories: Mobility, Firepower, Protection, and Sensors & C4I. MobilityComponents: engine & transmission (powerpack), suspension, roadwheels, sprockets, tracks, and fuel systems.Role: determines speed, acceleration, cross-country mobility, and operational range. Maintainability (ease of maintenance and access) is also included here. FirepowerComponents: main armament (gun) — barrel and mantlet, stabilization system, autoloading/manual loading systems, coaxial and anti-aircraft machine guns, ammunition stowage.Role: defines ability to defeat enemy armor and other targets, hit probability (integrated with the fire-control system), and ammunition variety (e.g., APFSDS, HE).ProtectionComponents: baseline composite/steel armor, explosive reactive armor (ERA), active protection systems (APS), smoke generation, fire suppression and NBC protection, and crew survivability compartments.Role: protects crew and systems from penetration, fragmentation, anti-tank weapons, and environmental threats.Sensors & C4I (Command, Control, Communications, Computers, and Intelligence)Components: fire-control system (FCS), thermal and night sights, laser rangefinder, communications suites, electronic warfare and laser warning receivers, and power-management systems.Role: responsible for target acquisition, firing accuracy, and networked combat — i.e., information sharing with friendly forces.Below is a comparison of the K2 and the region’s current main battle tanks.    The K2 Black Panther is regarded as a world-class main battle tank, demonstrating well-balanced excellence in mobility, firepower, protection, and electronic systems compared to neighboring countries’ tanks. 7. South Korea’s Tank Export Outlook and Key CasesWhile exports of the K1 tank were restricted due to U.S. technology regulations, the K2 tank—developed with fully indigenous Korean technology—became eligible for overseas sales. In 2022, South Korea successfully signed a contract with Poland, and negotiations are currently underway with countries in Europe, the Middle East, and Africa, signaling the expansion of Korean tanks into the global defense market. 7.1. Turkish Joint Development of the Altay Tank Based on the K2 (USD 540 million)In 2007, South Korea signed a design support and technology transfer contract with Turkey for the development of the Altay main battle tank. Under this agreement, South Korea transferred several core technologies derived from the K2 tank, including:- 120 mm CN08 smoothbore gun technology (Korean-produced main gun)Advanced armor and composite equipment design consultation and production support- Powerpack (engine + transmission) technology transfer and testing: the Altay successfully completed durability trials with the HD Hyundai Infracore engine and SNT Dynamics transmission The Altay is scheduled to enter full-scale mass production in 2025, with an initial production run of 250 units and a long-term goal of building up to 1,000 tanks. 7.2. K2 Export to Poland: First Batch of 180 Units (USD 3.4 billion), Second Batch of 180 Units (USD 6.5 billion) In 2022, the K2 tank was selected by Poland over strong competitors such as Germany’s Leopard 2A7 and the U.S. M1A2 Abrams. The key factors behind this successful export were as follows: - Rapid delivery and phased supply: South Korea demonstrated its ability to deliver tanks within a very short timeframe. Following the 2022 contract, the first batch of 10 units was delivered within the same year. By contrast, competitors faced production line bottlenecks, raising concerns over delivery delays. - Modern design with European upgrade potential: The K2 features a 120 mm 55-caliber smoothbore gun, an autoloader, an active protection system (APS), and hydropneumatic suspension—technologies equal to or in some cases more advanced than those found in Europe’s latest MBTs. Moreover, South Korea promised to develop a localized version, the K2PL, through joint development with Poland, tailored to Polish requirements. - Local production and technology transfer: South Korea offered local production of the K2PL, guaranteeing the participation of Polish defense industries, along with technology transfer, industrial cooperation, and the prospect of using Poland as a base for future exports. - Cost competitiveness: Despite being a state-of-the-art tank, the K2 is relatively more affordable than the M1A2 or Leopard 2A7. Maintenance and sustainment costs are also projected to be lower than those of European tanks, giving the K2 a strong reputation as a “cost-effective MBT” with excellent value for performance. - Tactical versatility and advanced systems: Equipped with an autoloader, hydropneumatic suspension, and advanced smart fire-control systems, the K2 offers outstanding adaptability across diverse operational environments, including mountainous terrain, urban warfare, and extreme cold.Through this deal, South Korea and Poland established a relationship that goes beyond a simple arms sale, building long-term defense industry partnership and mutual trust. Potential export destinations for the K2 include the Czech Republic, Slovakia, Romania, Saudi Arabia, Oman, Egypt, Morocco, and India. 8. Comparison of Tanks from Export Competitor Nations South Korea’s K2 tank has attracted global attention for its outstanding performance, but the international tank market is already dominated by several major players.This chapter analyzes and compares the leading tanks that compete with the K2, while also examining each country’s export competitiveness.   The K2 Black Panther, while incorporating cutting-edge technologies, is lighter than many Western main battle tanks, resulting in relatively lower sustainment costs. It is therefore widely regarded as a cost-effective, well-balanced tank. The cost of a tank varies greatly depending on its design and configuration, but if we break down the production cost (manufacturing, components, and assembly) into four categories, the estimated shares are as follows:- Protection: 30–40%- Firepower: 20–30%- Mobility: 15–25%- Electronics & C4I: 15–25% The actual share, however, depends on specific factors. For example, the use of advanced armor materials (composite/uranium) or the inclusion of an Active Protection System (APS) significantly increases protection costs. Similarly, specialized gun and ammunition systems (such as a 120mm smoothbore, autoloader, or advanced munitions) raise firepower costs. Integration, testing, and safety features greatly affect electronics costs, while options like autoloaders, high-performance thermal sights, and networked systems can heavily influence the final balance. Other important factor is Lifecycle Perspective (Unit Cost vs. Total Life-Cycle Cost), which can be defined as below.- Procurement: About 20–30% of total life-cycle cost (highly variable)- Operations & Support (O&S): 60–70% — dominated by fuel, maintenance, spare parts, and maintenance personnel costs- Upgrades & Depreciation: 10–20% In other words, the long-term operation and maintenance costs take up a much larger share than the initial procurement cost of a tank.Below is a comparison table of modern main battle tank costs: unit acquisition cost, annual sustainment cost, and 30-year life-cycle cost (procurement + sustainment).*The sustainment cost for China’s Type 99A and Russia’s T-90M is an estimate.   9. Conclusion This study has systematically examined the evolution and localization of South Korea’s tanks, and verified the level of their advancement through performance comparisons with leading global competitors. In particular, the K2 has demonstrated balanced capabilities in mobility, firepower, protection, and electronic command-and-control, supported by advanced technologies and a high degree of localization. At the same time, it offers superior cost-efficiency in sustainment and operational expenses compared to heavier Western MBTs. This makes the K2 not only a key asset for strengthening domestic defense, but also a competitive and cost-effective platform in the global arms market. Taken together, these findings suggest that South Korea’s tanks have progressed beyond being a mere symbol of self-reliant defense, and are now positioned to expand exports and build long-term strategic partnerships worldwide.