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President Emmanuel Macron has set his strategy for this year’s European Parliament election. At its heart are pro-Europeanism, support for Ukraine – and an eye to shaping the leadership of EU institutions Populist radical-right parties are expected to win big in the European Parliament election this June, as a major study by the European Council on Foreign Relations found. The results are likely to drive a rightward shift in who runs the EU institutions, including the European Commission. With his party set to come a poor second on current polling, last month President Emmanuel Macron dismissed his prime minister and replaced the government. To show he is not – yet – a lame duck president, he has put himself at the heart of proceedings. The political choice he is presenting to the country is one between himself and the far-right. Unapologetic pro-Europeanism and support for Ukraine are central planks in this offer. And, although this is not the first time he has made the far-right his main target, this time around the president is seeking to do so from the centre-right. This is almost certainly with a view to building the strongest political position to weigh in on the pivotal decisions around who runs the EU institutions, once Europe has voted this summer. Macron matters When the president introduced his new government last month, the scenography of the occasion told its own story: he was seated on a stage with his entire government looking on at him from the side. France’s new government is indeed concentrated more than ever around the person of the president. Many of its members, including the prime minister, Gabriel Attal, owe him their political careers and rose to prominence under his aegis. Those ministers who were seen as insufficiently committed to the president’s agenda – or with whom he disagreed publicly – were shown the door. In many ways, this was a silent admission of failure. After his Renaissance party fell short in the 2022 legislative election, the president tasked the prime minister, Elisabeth Borne, with building coalitions in parliament to get the government’s legislation through. This largely failed, with the government resorting to the “49.3 mechanism” to ram through major legislation such as pensions reform. Last December it even lost control of parliamentary business altogether, to the point where a split Renaissance voted for an immigration law largely framed by the right and far-right. Macron appears to have responded to this bruising experience by making himself the central decision-maker in France, with the prime minister’s role to implement the priorities handed down to him. However, the composition of the government also tells its own story – one that has the next election in view. Macron has reached further into the right of the political spectrum. Out of 11 new ministers, seven previously served in right-wing administrations. And it is not just about personnel: when Attal addressed the National Assembly on 20 January, he expanded on themes that are typically associated with more conservative policymaking, such as underlining the value of work, the importance of accountability, and the need to deregulate. The president appears to be courting what remains of the traditional French right. Targeting the far-right For the coming four months until the election, Macron’s camp is facing an uphill battle against a rising far-right . With 31 per cent in the polls, Marine Le Pen’s Rassemblement National party is racing ahead in voting intentions. (Support for the far-right Reconquête! stands at 7 per cent.) The president’s camp also runs the risk of losing voters to the socialist-ecologist list in the wake of the controversial pensions and immigration votes. As a consequence, Macron is visibly taking on the far-right, denouncing the “incoherence” of its politics – as he has done before, in his two presidential wins and the 2019 European election. “Let’s act, let’s do, let’s change our habits, and demonstrate that we can change things and people’s everyday lives”, Macron hammered home when announcing his priorities for the new government. His prime minister echoed this: “What I want is action, action, action, results, results, results.” The promotion of younger, talented faces is also something that has served Macron well before. At age 34 and 38, both the prime minister and the new foreign minister are the youngest ever to hold their respective offices in the Fifth Republic. And the similarities between Attal and the leader of Rassemblement National, Jordan Bardella, have not gone unnoticed. Both are young, popular, and effective communicators who have often faced off over the years. Unapologetically pro-European The final new-old trick is for the president to place support for the European project at the heart of his political offering. Since his meteoric rise in politics in 2017, support for the European Union has long provided the sharpest contrast with the far-right. For these reasons, the president has lately doubled down on his pro-Europeanism, pushing for EU solutions to domestic policy questions, from immigration, to climate, to energy. Even amid a difficult domestic context, this has been his go-to option: in response to recent nationwide protests by farmers, Macron pointed to the EU’s common agricultural policy and trade policy as ways to remedy the crisis. Again, his new personnel embody the pro-EU – and pro-Ukraine – politics. Foreign minister Stéphane Séjourné has been a member of the European Parliament since 2019, and was leader of the Renew group until his elevation. Séjourné’s appointment signals Macron will maintain his pro-enlargement, pro-Ukraine approach – the surest way for him to appear the clearest choice for those who want to stop the far-right. Séjourné reasserted France’s support for EU enlargement, a position Macron had made clear at the Globsec conference in Bratislava in May 2023. His first trip as a minister was to Ukraine, where he stated that it “is and will remain France’s priority”. He followed this up with a visit to Germany and Poland, affirming France’s interest in the “Weimar format” of close cooperation between Paris, Berlin, and Warsaw. * With populism and the radical right on the rise, centrist parties are in retreat across Europe. Current polling suggests the liberal Renew group in the European Parliament will shrink after the election, reducing its influence over who gets the top EU jobs. If Macron is able to limit the damage – finishing close to Rassemblement National would be enough – without deviating from his pro-European and pro-Ukrainian stances, he will have safeguarded his political standing in Europe. And he will do so just at the moment of prime influence over shaping the EU institutions. Macron’s right-of-centre positioning of his new government would also be compatible with a European Council that will likely tilt right. The coming months in French politics are set to be a bumpy ride. They will reveal whether the president can see off the far-right in more or less the same way as before – or whether offering the same choices with new faces will prove insufficient this time around.

In retrospect, there was perhaps nothing surprising about Russia’s decision to invade Ukraine on Feb. 24, 2022. Vladimir Putin’s intentions were, after all, hiding in plain sight and signaled in the months running up to the incursion. What could not be foreseen, however, is where the conflict finds itself now. Heading into its third year, the war has become bogged down: Neither is it a stalemate, nor does it look like either side could make dramatic advances any time soon. Russia appears to be on the ascendancy, having secured the latest major battlefield victory, but Ukrainian fighters have exceeded military expectations with their doggedness in the past, and may do so again. But as a foreign policy expert and former journalist who spent many years covering Russia, I share the view of those who argue that the conflict is potentially at a pivotal point: If Washington does not continue to fully support President Volodymyr Zelenskyy and his military, then Ukraine’s very survival could be at risk. I believe it would also jeopardize America’s leadership in the world and global security. How the conflict develops during the rest of 2024 will depend on many factors, but three may be key: supplies, information and political will. The supplies race Russia and Ukraine are locked in a race to resupply its war resources – not just in terms of soldiers, but also ammunition and missiles. Both sides are desperately trying to shore up the number of soldiers it can deploy. In December 2023, Putin ordered his generals to increase troop numbers by nearly 170,000, taking the total number of soldiers to 1.32 million. Meanwhile, Ukraine is said to be looking at plans to increase its military by 500,000 troops. Of course, here, Russia has the advantage of being able to draw on a population more than three times that of Ukraine. Also, whereas Putin can simply order up more troops, Zelenskyy must get measures approved through parliament. Aside from personnel, there is also the need for a steady supply of weapons and ammunition – and there have been reports that both sides are struggling to maintain sufficient levels. Russia appears particularly eager to boost its number of ballistic missiles, as they are better equipped for countering Ukraine air defense systems despite being slower than cruise missiles. Increasingly, Moscow appears to be looking to North Korea and Iran as suppliers. After Kim Jong Un, the North Korean leader, visited Russia in 2023, the U.S. accused Pyongyang of supplying Russia with ballistic missiles. Iran, meanwhile, has delivered to Russia a large number of powerful surface-to-surface ballistic missiles and drones. Ukraine, meanwhile, is dependent on foreign military equipment. Supplies were stronger at the beginning of the war, but since then, Ukraine’s military has suffered from the slow, bureaucratic nature of NATO and U.S. deliveries. It wasn’t, for example, until the summer of 2023 that the U.S. approved Europe’s request to provide F-16s to Ukraine. Ukraine needs more of everything, including air defense munitions, artillery shells, tanks and missile systems. It is also running short of medical supplies and has seen hospital shortages of drugs at a time when rampant infections are proving resistant to antibiotics. Perhaps the biggest factor that remains in Russia’s favor when it comes to supplies is the onerous restrictions placed on Ukraine from the West, limiting its ability to attack Russian territory with U.S. or NATO equipment to avoid a wider war. For example, the Ukrainian military had a High Mobility Artillery Rocket System with a 50-mile range that could hit targets inside Russia, but it modified the range to keep the U.S. military satisfied that it would not cross a Russian red line. If this policy could be relaxed, that might be a game changer for Ukraine, although it would raise the stakes for the U.S. The information war The Ukraine conflict is also a war of messaging. To this end, Putin uses propaganda to bolster support for the campaign at home, while undermining support for Ukraine elsewhere – for example, by planting stories in Europe that cause disenchantment with the war. One outrageous claim in the early weeks of the war was that Zelenskyy had taken his own life. The rumor came from pro-Russia online operatives as part of an aggressive effort to harm Ukrainian morale, according to cybersecurity firm Mandiant. More recently, in France, stories appeared that questioned the value of assistance to Ukraine and reminded the public of the negative impact of Russian sanctions on the French. Stirring dissent in this way is a classic Putin play to raise doubts. And investigative reporting points toward a disinformation network being run out of the Kremlin, which includes social media bots deployed on Ukrainian sites spreading stories of Zelenskyy’s team being corrupt and warning that the war would go badly. Given that Putin controls the Russian media and is quick to crack down on dissent, it is hard to really know what Russians think. But one reputable polling agency recently reported strong support in Russia for both Putin and the war in Ukraine. Ukrainians, too, still support the fight against Russia, polling shows. But some war fatigue has no doubt lowered morale. There are other signs of domestic strain in Ukraine. At the end of 2023, tensions grew between Zelenskyy and his top military commander, General Valery Zaluzhny who had complained about weaponry. Zelenskyy ended up firing the military chief, risking political backlash and underscoring that not all is well in the top chain of command. Should disunity and war fatigue continue into the war’s third year, it could serious impair Ukraine’s ability to fight back against a resurgent Russian offensive. The politics of conflict But it isn’t just domestic politics in Ukraine and Russia that will decide the outcome of the war. U.S. politics and European unity could be a factor in 2024 in determining the future of this conflict. In the U.S., Ukraine aid has become politicized – with aid to Ukraine becoming an increasingly partisan issue. In early February, the Senate finally passed an emergency aid bill for Ukraine and Israel that would see US$60.1 billion go to Kyiv. But the bill’s fate in the House is unknown. And the looming 2024 presidential elections could complicate matters further. Former president Donald Trump has made no secret of his aversion to aid packages over loans, calling them “stupid,” and has long argued that Americans shouldn’t be footing the bill for the conflict. Recently, he has made bombastic statements about NATO and threatened not to adhere to the alliance’s commitment to protect members if they were attacked by Russia. And uncertainty about American assistance could leave Europe carrying more of the financial load. European Union members have had to absorb the majority of the 6.3 million Ukrainians who have fled the country since the beginning of the conflict. And that puts a strain on resources. European oil needs also suffer from the sanctions against Russian companies. Whether these potential war determinants – supplies, information and politics – mean that the Ukraine war will not be entering a fourth year in 12 months time, however, is far from certain. In fact, one thing that does appear clear is that the war that some predicted would be over in weeks looks set to continue for some time still.

After comments made by the US presidential candidate, Donald Trump, some Europeans are considering the possibility of acquiring nuclear weapons. They should think again. On 10 February, former United States President Donald Trump recounted a conversation with an unnamed European counterpart in which he stated that he “would not protect” them from a possible Russian attack because they failed to allocate two percent of their gross domestic product to defence, and thus fell short of North Atlantic Treaty Organization (NATO) spending targets. Such delinquency would lead Trump to “encourage [Russia] to do whatever the hell they want.” Given Trump is the probable Republican candidate at the election in November, and currently polling ahead of incumbent President Joe Biden, these comments have triggered concern among European leaders, including German Foreign Minister Annalena Baerbock, Polish Defence Minister Wladyslaw Kosiniak-Kamysz, as well as NATO Secretary General Jens Stoltenberg. These concerns were exacerbated on 9 February when Danish Defence Minister Troels Lund Poulsen warned that Russia might militarily challenge NATO’s mutual defence article within the next three to five years, considering “new knowledge.” Some are now calling for the expedited integration of European defence capabilities to the point of acquiring nuclear weapons. This conversation was initiated by European Union (EU) parliamentary vice president Katarina Barley who perceives a joint nuclear deterrent as part of Europe’s path toward to an eventual joint EU army. Her fellow social democrat, former German foreign minister Sigmar Gabriel concurs, as does German Finance Minister Christian Lindner. However, others – such as chancellor Olaf Scholz, Defence Minister Boris Pistorius, or Marie-Agnes Strack-Zimmermann, who chairs Germany’s parliamentary defence committee – deem a European nuclear option “unrealistic.” According to political scientist Karl-Heinz Kamp, “debate about European nuclear weapons is a very German debate.” Nonetheless, non-Germans have also chimed in, including the chair of the EU Military Committee Robert Brieger – who argues in favour of European nuclear weapons – and Stoltenberg, who opposes them. Until recently, discussion of a European nuclear deterrent was unthinkable. Current debate fluctuates between proposals for joint EU nuclear procurement, merging existing capabilities, and individual European states acquiring nuclear weapons. Indeed, there are many barriers to all of these options, including the Nuclear Non-Proliferation Treaty (NPT), and the ongoing stationing of American nuclear warheads on European soil. One suggestion might propose that the two existing European nuclear powers, namely the United Kingdom and France, could increase their stockpiles and integrate them into a joint framework. However, this is also unrealistic as the cost of these two powers expanding their stockpile would be exorbitant. For instance, Britain is already projected to spend 34 percent of its military budget on maintaining its existing nuclear arsenal. Moreover, it is unlikely that the UK would participate in an EU nuclear weapons program post-Brexit. European states would do well to consider Australia’s pursuit of nuclear-powered submarines through the AUKUS agreement to inform their own ongoing debate. While these submarines will not carry nuclear warheads, regional powers such as Indonesia did question AUKUS’ legitimacy, considering Australia’s commitment to non-proliferation. Certainly, the outright pursuit of nuclear warheads by the EU would be legitimately challenged in the same way. To acquire nuclear weapons, European states would have to withdraw from the NPT which would, no doubt, undermine the international rules-based order that they wish to preserve. Furthermore, it would be hypocritical of Europe to insist on non-proliferation, for instance toward Iran through the Joint Comprehensive Plan of Action (JPCOA) or other states which might wish to acquire nuclear weapons, such as Saudi Arabia or South Korea, but then become a proliferator itself. This would set a dangerous precedent, potentially perceived as a “go ahead” by other states who wish to acquire nuclear weapons. Similarly, it is questionable whether the US would tolerate nuclear proliferation in Europe. Certainly, the US has the means to prevent the pursuit of nuclear weapons, as seen in 2009 and 2010 when it allegedly employed the Stuxnet computer virus to sabotage Iranian enrichment centrifuges. Even if the US were to abstain from sabotaging European efforts, it would nonetheless constitute a rupture in the transatlantic alliance. That Trump would only be president for four years, were he to return to the White House, it is short-sighted to sacrifice the important postwar alliance structure which has hitherto guaranteed peace in Europe, in favour of a potentially calamitous undertaking. Furthermore, it is questionable whether the EU as a whole, with its slow-moving bureaucracy, could acquire nuclear weapons in a timely manner. This question would likewise apply if individual European states were to pursue independent nuclear capabilities, as none appear in a position to do so with expediency. While current discussions about European nuclear weapons emphasise the need to deter Russia, the reality is that such weapons cannot be acquired overnight. Their acquisition would likely take years, if not decades, and Europe must deter aggressors today. A fruitful caveat of these debates has been the suggestion to integrate European arms procurement. As the second anniversary of Russian’s invasion of Ukraine passes, Armin Papperger, the chief executive of Rheinmetall – one of Europe’s biggest defence contractors – warned that the continent requires at least a decade to be able to defend itself from a sophisticated aggressor. Presently, European governments procure arms individually through their respective national bureaucracies. A more efficient mechanism would be an integrated, EU-wide procurement processes, for instance through the Permanent Structured Cooperation (PESCO). Ultimately, such procurement integration could pave the way for a joint European defence force. US presidents have rightfully criticised Europe for not abiding by the two percent rule, as President Barack Obama did. However, European states have drastically improved in this regard. While only four NATO states met the two percent target in 2017, today eleven do, and another 18 members are inching closer to it. Next month, EU Commission President Ursula von der Leyen plans to present a new European defence industrial strategy that aims to increase defence spending, improve interoperability, and establish joint procurement of conventional arms. This shows that Europe can adapt – when the political will to do so exists. Ultimately, Trump’s comments, and the prospect of his return to the presidency, have triggered an overdue conversation in Europe. While a possible second Trump administration would be comparatively short-lived, Europe must consider how it plans to defend itself without the American nuclear umbrella. On the road toward greater integration, collective defence will be of paramount importance. However, European states, largely embodied by the EU, should shy away from a precarious nuclear option. Rather, its resources should focus on the procurement of conventional arms and ammunition, and not on expensive Cold War era weaponry.

Alexei Navalny was a giant figure in Russian politics. No other individual rivalled the threat he posed to the Putin regime. His death in an Arctic labour camp is a blow to all those who dreamed he might emerge as the leader of a future democratic Russia. What made Navalny so important was his decision to become an anti-corruption crusader in 2008. Using shareholder activism and his popular blog, he shone a spotlight on the corruption schemes that enabled officials to steal billions from state-run corporations. His breakthrough came in 2011, when he proposed the strategy of voting for any party but President Vladimir Putin’s “party of crooks and thieves” in the Duma (parliament) elections. Faced with a collapse of support, the regime resorted to widespread election fraud. The result was months of pro-democracy protests. Putin regained control through a mix of concessions and repression, but the crisis signalled Navalny’s emergence as the dominant figure in Russia’s democratic movement. Despite being convicted on trumped-up embezzlement charges, he was allowed to run in Moscow’s mayoral elections in 2013. In a clearly unfair contest, which included police harassment and hostile media coverage, he won 27% of the vote. Perseverance in the face of worsening attacks The authorities learned from this mistake. Never again would Navalny be allowed to compete in elections. What the Kremlin failed to stop was his creation of a national movement around the Foundation for the Struggle Against Corruption (FBK), which he had founded in 2011 with a team of brilliant young activists. During the ensuing decade, FBK transformed our understanding of the nature of Putin’s kleptocracy. Its open-source investigations shattered the reputations of numerous regime officials, security functionaries and regime propagandists. One of the most important was a 2017 exposé of the network of charities that funded the palaces and yachts of then-premier Dmitry Medvedev. Viewed 46 million times on YouTube, it triggered protests across Russia. No less significant was Navalny’s contribution to the methods of pro-democracy activism. To exploit the regime’s dependence on heavily manipulated elections, he developed a strategy called “intelligent voting”. The basic idea was to encourage people to vote for the candidates who had the best chance of defeating Putin’s United Russia party. The result was a series of setbacks for United Russia in 2019 regional elections. One measure of Navalny’s impact was the intensifying repression directed against him. As prosecutors tried to paralyse him with a series of implausible criminal cases, they also pursued his family. His younger brother Oleg served three and a half years in a labour camp on bogus charges. This judicial persecution was compounded by the violence of the regime’s proxies. Two months after exposing Medvedev’s corruption, Navalny was nearly blinded by a Kremlin-backed gang of vigilantes, who sprayed his face with a noxious blend of chemicals. More serious was the deployment of a death squad from Russia’s Federal Security Service (FSB), which had kept Navalny under surveillance since 2017. The use of the nerve agent Novichok to poison Navalny during a trip to the Siberian city of Tomsk in August 2020 was clearly intended to end his challenge to Putin’s rule. Instead it precipitated the “Navalny crisis”, a succession of events that shook the regime’s foundations. The story of Navalny’s survival – and confirmation that he had been poisoned with Novichok – focused international attention on the Putin regime’s criminality. Any lingering doubts about state involvement in his poisoning were dispelled by Navalny’s collaboration with Bellingcat, an investigative journalism organisation, to identify the suspects and deceive one of them into revealing how they poisoned him. The damage was magnified by Navalny’s decision to confront Putin’s personal corruption. In a powerful two-hour documentary film, A Palace for Putin, Navalny chronicled the obsessive greed that had transformed an obscure KGB officer into one of the world’s most notorious kleptocrats. With over 129 million views on YouTube alone, the film shattered the dictator’s carefully constructed image as the incarnation of traditional virtues. ‘We will fill up the jails and police vans’ It is difficult to exaggerate the impact of the “Navalny crisis” on Putin, a dictator terrified of the prospect of popular revolution. No longer was he courted by Western leaders. US President Joe Biden began his term in office in 2021 by endorsing an interviewer’s description of Putin as a “killer”. To contain the domestic fallout, Putin unleashed a crackdown that began with Navalny’s 2021 arrest on his return to Moscow from Germany, where had been recovering from the Novichok poisoning. On the international stage, Putin secured a summit with Biden by staging a massive deployment of military force on the Ukrainian border, a rehearsal for the following year’s invasion. The Kremlin’s trolling factories also tried to destroy Navalny’s reputation with a smear campaign. Within weeks of Navalny’s imprisonment, Amnesty International rescinded his status as a “prisoner of conscience” on the basis of allegations about hate speech. The evidence was some ugly statements made by Navalny as an inexperienced politician in the mid-2000s, when he was trying to build an anti-Putin alliance of democrats and nationalists. What his detractors ignored was Navalny’s own evolution into a critic of ethnonationalist prejudices. In a speech to a nationalist rally in 2011, he had challenged his listeners to empathise with people in the Muslim-majority republics of Russia’s northern Caucasus region. This divergence from the nationalist mainstream was accentuated by Putin’s conflict with Ukraine. After the invasion of Crimea in March 2014, Navalny denounced the “imperialist annexation” as a cynical effort to distract the masses from corruption. Eight years later, while languishing in prison, he condemned Putin’s full-scale invasion of Ukraine, exhorting his compatriots to take to the streets, saying: If, to prevent war, we need to fill up the jails and police vans, we will fill up the jails and police vans. Later that year, he argued a post-Putin Russia needed an end to the concentration of power in the Kremlin and the creation of a parliamentary republic as “the only way to stop the endless cycle of imperial authoritarianism”. Navalny’s tragedy is that he never had a chance to convert the moral authority he amassed during years as a dissident into political power. Like Charles de Gaulle in France and Nelson Mandela in South Africa, he might have become a redemptive leader, leading his people from war and tyranny to the promised land of a freer society. Instead, he has left his compatriots the example of a brave, principled and thoughtful man, who sacrificed his life for the cause of democracy and peace. That is his enduring legacy.

The EU should try to attract more business from Taiwan, though Taiwan’s January 2024 election hasn’t made the job easier Taiwan’s economy has transformed since 2016 under the leadership of the Democratic Progressive Party (DPP). In particular, the Taiwanese economy has diversified away from mainland China, while reliance on semiconductors is now even more acute than eight years ago. In elections in January, the DPP won the presidency for a third term but lost overall control of Taiwan’s parliament, the Legislative Yuan. In contrast to the previous two terms, the DPP therefore needs to agree policy, including economic policy, with other parties. this could signal a softer approach in relation to the continuation of diversification away from the mainland. Ongoing diversification Mainland China remains Taiwan’s biggest export and investment destination, despite the share of Taiwan’s exports that go to China reducing from 40 percent on average between 2016 and 2019 to 35 percent in 2023 (Figure 1). This has happened even though Taiwan signed a free trade agreement with mainland China in 2010 – the Economic Cooperation Framework Agreement (ECFA) – which at the time led to an increase in Taiwanese exports to the mainland. The COVID-19 pandemic in 2020 also triggered a sharp increase as the rest of the world entered a deep recession, but the trend has not lasted. Since 2021, the share of Taiwanese exports going to the mainland has dropped significantly, influenced by US export controls on high-end semiconductors, with a clear knock-on effect on Taiwanese exporters.   Taiwanese FDI into mainland China has also shrunk rapidly, from 65 percent of total Taiwanese FDI on average from 2008-2016 to 34 percent on average from 2017-2023 (Figure 2). The difference between these periods is that in the former, Taiwan was governed by the Kuomintang (KMT, Chinese Nationalist Party), which favours closer relations with the mainland, while in the latter period the DPP was in charge. There are both geopolitical and economic reasons for mainland China’s falling share of Taiwanese FDI. First, the ECFA trade and investment agreement, reached under the first term of KMT President Ma Ying-jeou, was not extended when a new round of negotiations started in 2012, to include technological cooperation, finance and people-to-people exchanges. A broader economic agreement between Taiwan and the mainland, mostly focusing on services – the Cross-Strait Service Trade Agreement (CSSTA) – fell victim to lack of consensus among Taiwan’s main political parties, increased tensions in the Taiwan Straits and student protests in Taiwan (the so-called Sunflower movement) in 2014.1 Second, with the DPP victory in 2016, the new Southbound Policy 2 was launched, offering incentives for Taiwanese companies investing in 18 Asian countries, including ASEAN 3, India and other South Asian and Australasian nations. In addition, rising labour costs in mainland China, the ongoing trade war between the US and China, an increased regulatory burden in the mainland and political tensions between the two sides of the Taiwan Strait also pushed Taiwanese businesses to look elsewhere to invest. -    The new political reality and geographical diversification While the election-winning DPP wants to see further diversification away from the mainland, the more pro-China party, the KMT, wants reinforced economic relations with China.4 Because of the now-hung parliament, the DPP will need to take some of the KMT’s wishes into account it wants pass new rules, including those related to geographical diversification. Beyond the two parties’ preferences, two other important issues also need to be factored in. First, geographical diversification requires open markets but Taiwan is increasingly unable to open any market through trade or investment deals. Taiwan has spent the last eight years negotiating bilateral deals with its closest allies, Japan and the US, but the DPP administration has not even been able to complete these. Incoming President Lai has said that Taiwan should continue to push to be part of the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), to which it applied in September 2021, but the reality is that Taiwan’s application has little hope of success. China officially applied to be a member of the CPTTP only a couple of days before Taiwan. Since then, the United Kingdom has become a member of CPTTP, but the negotiation processes with Taiwan and mainland China have not started. Australian’s prime minister, Anthony Albanese, has expressed severe doubts about Taiwan’s ability to become member of CPTTP because of lack of international recognition of it as a nation-state.5 Second, while the DPP is likely to continue to offer more fiscal incentives to promote diversification in Southeast Asia and India (under the Southbound Policy), the fastest-growing destination for both exports and foreign direct investment from Taiwan is the United States, followed by Japan. This can be explained by the ongoing artificial intelligence revolution, which needs semiconductors, and the decisions of some key Taiwanese chip companies (especially TSCM) to open factories overseas for chip production, with the US and Japan as the most important destinations. In other words, the DPP’s push for geographical diversification might not be the main reason why diversification has happened; rather, it has been driven by market forces and business opportunities. This also means that the KMT push to maintain – if not deepen – economic ties with mainland China might not succeed unless China’s currently underwhelming economic performance turns around. Implications for the European Union So far, the EU has benefitted little from Taiwan’s trade and investment diversification, at least when compared to the US and the rest of Asia. The EU’s export share into Taiwan has remained practically stagnant (while the US has doubled its share), notwithstanding a large increase in exports from the Netherlands for a single item – ASML’s lithography machines for chip production. The EU lacks a trade or investment deal with Taiwan, but so do some of Taiwan’s other trading partners, including the US. Considering that the EU is the largest foreign direct investor in Taiwan, the question arises of whether the EU should do more to foster more bilateral economic relations. The gains could be substantial, especially from inbound FDI as Taiwanese investment focuses on high-end manufacturing. There has been some movement. A €5 billion investment in France by a Taiwanese company (ProLogium) was announced in May 2023 to build a battery factory 6 . TSMC announced in August 2023 a €4.5 billion investment in a semiconductor factory in Germany 7 . But for the EU to catch up with Japan and the US as a recipient of outbound FDI from Taiwan, the result of Taiwan’s elections could be an obstacle. This is because the DPP will have less control of the economic agenda because it does not control the Legislative Yuan. The close-to-impossible negotiation of a trade and investment deal between the EU and Taiwan – as shown by Taiwan’s difficulties in relation to Japan, the US and the CPTTP – does not point to any improvement in the institutional framework for economic relations to improve. The question, then, is what can the EU offer to attract high-end foreign direct investment from Taiwan? Subsidies to attract semiconductor factories cannot be the only answer, given the very large amounts needed and the pressure such subsidies put on EU member states’ already stretched finances (Legarda and Vasselier, 2023). Working with business associations and chambers should be a key driving force to improve business relations between Taiwan and the EU, especially considering that the EU is the largest foreign foreign direct investor in Taiwan, while Taiwanese companies have been absent from the EU single market until recently. Overall, the US and the rest of Asia have been the main winners from Taiwan’s rapid diversification of its economy away from mainland China. The EU, which is lagging, should work to enhance its economic exchanges with Taiwan. Hopefully the January 2024 election results will facilitate this. Most importantly, the EU should aim to attract more high-tech FDI from Taiwan. Unfortunately, a better institutional framework through a trade/investment deal seems highly unlikely, for geopolitical reasons. This puts all the burden on chambers of commerce and other forums to improve business relations. References 1- The Sunflower Movement was a student-led protest that occuped Taiwan’s Legislative Yuan to put pressure on the KMT government against signing a second cooperation deal with mainland China. See Ho (2018). 2- See the New Southbound Policy portal at https://nspp.mofa.gov.tw/nsppe/. 3- Brunei, Cambodia, Indonesia, Laos, Malaysia, Myanmar, Philippines, Singapore, Thailand and Vietnam. 4- Alicia García-Herrero, ‘Taiwan’s future economic direction hinges on the election outcome’, First glance, 12 January 2024, Bruegel https://www.bruegel.org/first-glance/taiwans-future-economic-direction-… 5- Claudia Long and Stephen Dziedzic, ‘Albanese says Australia is unlikely to support Taiwan 6- France24, ‘Taiwanese battery maker Prologium to invest €5 billion in French factory’, 12 May 2023, https://www.france24.com/en/europe/20230512-taiwanese-battery-maker-pro…. 7- DW, ‘Taiwan’s TSMC to build semiconductor factory in Germany’, 8 August 2023, https://www.dw.com/en/taiwans-tsmc-to-build-semiconductor-factory-in-ge…. Ho, M.-S. (2018) ‘The Activist Legacy of Taiwan’s Sunflower Movement’, Carnegie Endowment for International Peace, 2 August, available at https://carnegieendowment.org/2018/08/02/activist-legacy-of-taiwan-s-sunflower-movement-pub-76966 Legarda, H. and A. Vasselier (2023) ‘Navigating Taiwan relations in 2024: Practical considerations for European policy makers’, China Horizons, 21 December, available at https://chinahorizons.eu/our-research/policy-briefs/278-navigating-taiwan-relations-in-2024-practical-considerations-for-european-policy-makers

Italy top, Vatican flop? The first war of aggression in Europe since 1945 is keeping two global players busy in Rome: the Italian government and Vatican diplomacy. While under the leadership of President Sergio Mattarella and Prime Minister Giorgia Meloni there is no doubt about Italy's unbroken solidarity with Ukraine, criticism of the Holy See's course to date is growing, and not just in Catholic circles. Is Pope Francis' longed-for reconciliation with the Russian Orthodox Church more important than the future fate of Ukraine? When the right-wing alliance of Giorgia Meloni, Matteo Salvini and Silvio Berlusconi took power in Rome in October 2022, there was concern in some European government headquarters that the Tiber might be about to change its stance on the war in Ukraine. This mistrust was less directed at the newly elected Prime Minister Giorgia Meloni, known as an Atlanticist, who had clearly positioned herself and her party "Fratelli d'Italia" against Moscow's war of aggression and Putin's expansionist ambitions during the election campaign, and more towards her two allies Lega and Forza Italia. Both parties were perceived internationally as Russia-friendly, albeit for different reasons: While in the case of Lega leader Matteo Salvini - similar to his ally Marine Le Pen in France - it was the ideological proximity of the anti-European right-wing populists to the authoritarian regime in Moscow, in the case of the bourgeois-conservative Forza Italia it was Silvio Berlusconi's long-standing personal friendship with Vladimir Putin that triggered fears of Italy's rapprochement with Moscow. These were further fueled by several erratic statements by Berlusconi during the coalition negotiations in autumn 2022, in which he openly adopted the Kremlin's view of the Ukraine conflict and thus caused severe irritation among the allies. His adlatus at the time, Antonio Tajani, felt compelled to fly to Brussels at short notice to hold talks with the heads of the EU Commission, NATO and the European People's Party to reassure them that the new right-wing government in Rome would by no means abandon the EU's common line, but would remain faithful to its commitments. Berlusconi's capers and Salvini's ricochet The situation was different in the case of the right-wing populist Lega, which had achieved a historically poor result of just eight percent in the early elections in September 2022. Giorgia Meloni therefore had her rival Matteo Salvini in her hands and was able to demand loyalty from the potential troublemaker. At the time, the designated head of government openly threatened her two partners with a collapse of the coalition negotiations: there would be "no joint government at any price". She played her cards close to her chest and in the end even brought Silvio Berlusconi into line, who had to make a pilgrimage to the Fratelli d'Italia party headquarters to recant his pro-Moscow remarks. A humiliation for which the Forza Italia patriarch has never forgiven her. Since Berlusconi's death, the capers have ceased: under the leadership of Foreign Minister Antonio Tajani, Forza Italia is clearly on the side of its Western allies and in line with the EPP. With the approval of the President (who can veto appointments to the government), Meloni chose Guido Crosetto, who originally came from the ranks of the Christian Democrats and is known as an anti-Russian hardliner, as Defense Minister. The fears of the Western partners that one of the most important NATO states could leave the joint phalanx against Putin were put to rest. Meloni counters Putin's friends Meloni set further signals: The memorable joint trip of the three European leaders Mario Draghi, Emmanuel Macron and Olaf Scholz to Kiev on June 16, 2022 was still fresh in the minds of Ukrainians suffering from a daily hail of bombs, as Meloni made one of her first trips abroad to Kiev in February 2023 to personally assure President Volodymyr Zelensky of Italy's unwavering solidarity. The two had previously met at various international summits and the chemistry between them was instant. Since then, they have openly celebrated their cordial friendship in front of the cameras at every meeting. Under Meloni's aegis, there has been no hesitation or dithering in Rome on the Ukraine issue to date: Italy is supplying Ukraine with weapons and, together with its German allies, is monitoring the airspace on Europe's south-eastern flank and in the Black Sea from Romania. Rome is also firm in its sanctions policy against Russia: Dozens of accounts, real estate, ships and works of art belonging to Russian oligarchs on the EU sanctions list have been confiscated by the "Guardia di Finanza", the state financial police. And in the area of energy policy, Meloni has maintained the course of her predecessor Mario Draghi, who concluded supply contracts with a whole series of African, Arab and Central Asian states in order to quickly free Italy from its energy dependence on Moscow. During a working visit to Berlin last November, when Meloni and German Chancellor Olaf Scholz were connected via video to the first OSCE meeting of heads of state and government since the start of the war, which was also attended by Vladimir Putin, she showed herself to be quick-witted. When the Kremlin ruler demanded a quick end to the war, Meloni immediately countered: "You can have that immediately. All you have to do is withdraw your troops." British Prime Minister Richi Sunak expressly thanked his counterpart for her "global leadership". And US President Joe Biden also never misses an opportunity to praise Meloni for her clear stance in the conflict. However, their closest ally in the Ukraine issue is President Sergio Mattarella. With all the authority of his office and his unbroken popularity, he explains the moral and ethical dimension of the major conflict to his fellow countrymen in detailed formulations at every available opportunity. In doing so, he takes the wind out of the sails of populists on the left and right who - as in Germany - criticize high military spending and complain about rising inflation as a result of "Western interference" in the war in Ukraine. In matters of foreign and security policy, head of state Mattarella, who is also commander-in-chief of the armed forces in accordance with the constitution, has so far had no reason to get in the prime minister's way. Is the Pope a friend of Russia? On the other side of the Tiber, in the Vatican, however, there are increasing question marks. Of course, the head of the Catholic Church has always and at every available opportunity lamented the suffering of the people in "martyred Ukraine" and called for an immediate end to the fighting. It goes without saying that the Holy See stands by the victims and is doing everything in its power to organize humanitarian aid and bring it into the country. Naturally, the Roman Curia has tried everything behind the scenes to mediate and explore possible negotiated solutions. Accusing the Pope of "moral equidistance" from the attackers and victims is therefore misguided. However, Francis does indeed have to put up with the accusation of "political equidistance". The Holy See is traditionally committed to a policy of neutrality, which aims to use the Pope's unbroken spiritual and moral authority as a non-partisan mediator to resolve a conflict. For this reason, the Holy See always acts discreetly on the international stage and has the long-term perspective in mind. Its actors are not subject to any democratic pressure to succeed and are generally not interested in winning points in the media. However, two years after the start of the Russian war of aggression against Ukraine, it is clear that the world's oldest diplomatic service has fallen far short of expectations. For many observers, the problem lies in particular in Pope Francis' unclear position. It took seven months after the start of the Russian invasion of Ukraine for the pontiff to name the attack as such for the first time and to publicly name Russia as the aggressor for the only time to date. Like so many other heads of state, the pontiff was probably unable to imagine until that February 24, 2022, that Putin would allow Russia's tanks to roll towards Kiev, triggering the biggest war in Europe since 1945. The Kremlin ruler had met Francis in person at the Vatican an astonishing three times in the preceding years. Is Francis a "Russia-understander" who is lenient with the aggressors? Many Vatican observers are now asking themselves this question. It is no secret that the Pope "from the other side of the world" (as Francis put it on the day of his election) has a different approach to European history and European sensitivities than his immediate predecessors John Paul II and Benedict XVI. Jorge Mario Bergoglio, an Argentinian who was influenced by social-authoritarian Peronism as a child, does not have an unreservedly positive attitude towards the Western model of order. The first pope to come from Latin America can be said to have a critical view of the USA. It can be assumed that his experiences with the Trump presidency have not diminished his prejudices towards Washington's claim to international leadership. On the other hand, he has a certain soft spot for Russian classics from literature and music as well as for Russian history, as he himself revealed in a video link to a meeting of Catholic youths in Saint Petersburg. Tensions between Pope and Parolin In terms of church policy, there are also two ambitious goals that the 87-year-old has set himself since his election in 2013: Understanding with Beijing and rapprochement with the Russian Orthodox Church. He has been lenient to the point of self-denial with the political leaders of both powers; he has remained silent about some human rights violations and repression - including against Catholic clergy. A strategy that has repeatedly caused heated discussions in the highest circles of the world church - and not only among notorious critics of Francis. Years ago, the Pope tasked his Secretary of State Cardinal Pietro Parolin, a career Vatican diplomat and conflict expert whom Bergoglio had already come to know and appreciate as Archbishop of Buenos Aires, with the diplomatic implementation. With his help, a bishop of Rome met with a patriarch of Moscow for the first time in February 2016. Today, the two former confidants Francis and Parolin are considered to be at odds - and this is precisely where Putin's war comes into play. Soon after the invasion, Francis caused head-shaking in many places when, from a pacifist position, he refused to supply any weapons to Kiev and thus indirectly denied Ukraine's internationally enshrined right to self-defense. Cardinal Secretary of State Parolin and the Vatican "Foreign Minister" Paul Richard Gallagher, a Briton, corrected these statements in several interviews and corrected their own boss. Of course, they both argued, Ukraine, as a sovereign state, had the right to defend its territorial integrity, and the supply of military equipment and weapons was ethically justifiable. The "Kyrill card" After Putin was unavailable for his calls, Francis played another card: his personal relationship with Moscow Patriarch Cyril. Here, too, the experts warned the Pope that the head of the Russian Orthodox Church would be in the service of the Kremlin. Nevertheless, the pontiff played the "Cyril card". Francis was probably hoping that he could "turn" the patriarch politically with Jesuit cunning. To this day, his literal response to Parolin and Gallagher's warnings is still reported: "But Cyril is still a shepherd!" As expected, the "Cyril card" failed. Francis' bitter realization that the patriarch was an "altar boy of the Kremlin" came too late. The view that the Pope was a "Russophile" had long since become firmly established in Kiev. The suspicion of Russia-friendliness is fueled less by concrete actions than by the pontiff's omissions: to date, he has never addressed Putin directly in all his countless appeals for peace. He could have borrowed from a great predecessor: Immediately before the start of the Iraq war in 2003, Pope John-Paul II addressed US President George W. Bush at the Sunday Angelus prayer in front of running cameras and fervently implored him to refrain from the planned attack. When the city of Sarajevo was besieged for months during the civil war in the former Yugoslavia, triggering a humanitarian catastrophe, the Pope from Poland appointed the archbishop of the bombed-out Bosnian capital, the then 48-year-old Vinco Puljic, as its first cardinal in history in 1994. Three consistories with the appointment of new cardinals have taken place in Rome since the beginning of the Russian invasion of Ukraine: But the Ukrainians have so far waited in vain for a similar sign, although a suitable candidate is available in the figure of the Greek-Catholic Grand Archbishop Svyatoslav Shevchuk of Kiev. Diplomatic self-restraint of the Pope Francis appointed a high-ranking special mediator far too late: However, Cardinal Matteo Zuppi's shuttle mission between Moscow, Kiev, Washington and Beijing is now considered a failure. It seems that Kiev has lost hope that Vatican diplomacy will have a positive effect. At the same time, Moscow seems to be relying more on the mediation of the United Arab Emirates as the representative of the "global South" than on the Holy See as the supposed representative of the Western world when it comes to humanitarian actions such as the exchange of prisoners. Most serious, however, is the fact that Francis has so far refused any invitation to Kiev. He always repeats the same mantra that he will only travel to the Ukrainian capital if he is allowed to visit Moscow first. Either there is a secret plan behind this curious self-restraint on the part of the pontiff, which even close confidants among the cardinals are unable to see through, or it is a diplomatic staircase joke: Putin is unlikely to have the slightest interest in such a double trip by the Roman pontiff. And even if he did, a visit to Moscow by the Pope would probably give Vladimir Putin the biggest propaganda coup in his long time in office. Months ago, President Zelensky's security advisor announced that Kiev was no longer interested in a Vatican mediation mission. A resounding slap in the face for the Holy See's diplomacy in the most dangerous crisis in Europe since the end of the Second World War.

Introduction Despite the confusion in many writings between “geopolitics” and “geostrategy,” especially in Arabic writings, and despite their overlapping with political geography,[2] we will focus on the geostrategic dimension of the Arab region from a specific angle, which is international projects in the Middle East. We will limit research to Asian projects that may involve competition which might develop from competition to tension, dispute and conflict. After the beginning of the waning of Western influence and its “relatively” contemporary projects, such as the New Middle East, the Greater Middle East and the Arab NATO, two important Asian projects emerged: China’s Belt and Road Initiative (BRI) announced in 2013, and the India-Middle East-Europe Economic Corridor (IMEEC) announced in 2023. First: The Chinese Project Map of the Chinese Belt and Road Initiative   Throughout 1949–1967, the Arab-Chinese relationship was captive to an ideological perspective (except for the period 1949–1955, when the picture of the Arab-Zionist conflict was unclear among the Chinese leadership). However, the transformation in this relation went through a transitional phase (1976–1978), then a gradual, quiet, pragmatic perspective prevailed leading to Saudi recognition of China in 1990, and Chinese recognition of Israel in 1992, thus opening the way for the growth of the Chinese-Middle Eastern relationship which was crowned by the BRI announced in 2013.[3] An academic study compares the motives and obstacles of Chinese-Middle Eastern relations, especially Arab relations, as follows:[4] 1. Chinese motives: Or the factors for growth in Arab-Chinese relations: a. The predominance of pragmatism in Chinese political discourse and behavior since 1978. b. The collapse of the Soviet Union has strengthened Chinese pragmatism since 1990. c. China’s increasing need for Arab oil, especially in conservative Arab countries, due to China’s achievement of record economic growth rates. d. The absence of pretexts for “democracy, human rights and bias toward certain religious sects over others, or ethnic tendencies (Kurdish, Berber or other)” in Chinese foreign policy. e. China does not link its aid or its overall relations with the Arab world to strategic political conditions, military presence or particular way of voting in international organizations. f. The increasing Arab tendency among Arab political elites, especially the new ones, to free themselves from the weight of some Western conditions for the relationship with them. g. The attractive force of the Chinese economic and technological development model has constituted an important factor in Arab awareness to the relationship with China. h. The rationality of Chinese decisions concerning the relationship with Arab countries, due to the increase in Chinese specialists in Arab affairs, the expansion of Arabic language teaching in Chinese universities, the spread of Confucius Institutes for teaching Chinese, and the increase in the number of Arab students in Chinese universities. i. The expansion of the base for Arab-Israeli normalization has lifted Chinese embarrassment regarding deepening its relations with Israel since 1992. j. The size of the Arab market on the one hand, and the large purchasing power of an important sector of this market’s consumers on the other hand, constitute an attractive force so that Chinese commodity orientation would be towards the region. 2. The obstacles to the development of Arab-Chinese relations: These include the following: a. The extent to which Chinese economic pragmatism and even mercantilism can curb the political, ideological and military influences of the Chinese Communist Party and some Chinese political elites in the long term. In China, there is a movement led by one of their most prominent thinkers, Wang Jisi, who calls on China to fill the void resulting from the US retreat in the Arab region by expanding its diplomatic and economic presence there. Another Chinese thinker, Qu Xing, head of the China Institute of International Studies, sees the necessity of pushing the US to immerse itself in the problems of the Middle East to deviate from restricting Chinese interests in the Pacific Basin.[5] This might be the background behind the tendency of Chinese project experts to expect that the next ten years will witness a shift in the strategy of the BRI, supplementing it with security and political doses.[6] b. A significant percentage of Chinese projects and development aid pledges have not been fulfilled or have not been completed according to the proposed plan, which reduces the credibility of the hoped-for Chinese projects. According to Chinese official reports, the level of direct foreign investments has declined, and there are projects that have been stopped, not to mention the Chinese focus on some sectors that are less important to the countries participating in the BRI, in addition to the burden of Chinese debt interest on the Belt and Road countries as Chinese interest ranges between 4.5 and 6%.[7] c. The corruption and instability in the region may greatly confuse Chinese plans to develop its relations with Arab sides. Given that the rate of political instability in the Arab region is the highest among other political regions, this makes the Chinese project vulnerable to radical transformations in the coming years, which pressures Chinese diplomacy to work on enhancing political stability variables. Taking into account that 23% of the BRI projects in 2022 were in the Middle East, an increase of about 6.5% compared to 2021, we realize why China will work to expand its circle of political mediations to ensure a safe environment for its initiative. This explains the mediation between Saudi Arabia (KSA) and Iran and the possibilities of increasing Chinese diplomatic role in settling the Palestine issue. d. The US determination to disrupt Chinese projects in the region, in light of the competition between them in different regions and issues, and especially in light of the heavy reliance of some Gulf countries on US armaments and protection from regional disturbances, not to mention the depth of US penetration of decision-making bodies in many Arab countries. e. The broad base of religious parties and intellectual movements and the possibility of them exploiting Chinese policies towards the Uyghur minority in the western Chinese provinces (about 12 million Muslims), may constitute a relative obstacle to the Chinese initiative. Second: The Indian Economic Corridor[8] Map of the Economic Corridor: India – Middle East – Europe   Arab-Indian relations extend back to the Sumerian period (3000 years BCE), where Persia formed a corridor for Arabs to India and China. With the advent of Islam, relations between the two sides increased, and even deepened during the colonial period and the emergence of the East India Company. Then there was the division of the Indian continent into Pakistan and India up to the contemporary period. These periods have witnessed cooperation at times and competition at others.[9] Three factors have formed the foundations of Arab-Indian relations in the contemporary period: 1. The role of the Indian National Congress (INC) and its non-aligned policies, which brought Indian politics closer to the Arab position, under the policies of the first Indian Prime Minister after independence, Jawaharlal Nehru, regarding the Palestine issue. A stance strengthened under Prime Minister Indira Gandhi (1966–1977 and 1980–1984). India was the first non-Arab and non-Muslim country to recognize the right to self-determination of the Palestinian people, and the Palestine Liberation Organization (PLO), granting it full diplomatic representation. Although India recognized Israel in 1950, it was until 1992 that diplomatic representation between the two sides took place, the same year China and Israel exchanged diplomatic representation.[10] 2. The increasing Indian need for Arab oil with the increasing rates of Indian development. The continued economic and technological growth in India has led to an increased need for Arab oil, especially since it is the closest energy source to the Indian continent. Until 2023, Arab oil has been covering about 60% of Indian needs, while Arab-Indian trade amounts to $240 billion, most of which with the Gulf countries, including $84 billion with UAE and $53 billion with KSA.[11] 3. The expansion of commercial and demographic relations between India and both Israel and the Arab countries, especially in the Gulf region. Until 2022, Israel was the second source of Indian arms purchases after Russia. The roots of the Indian-Israeli military cooperation extend to the periods of Indian conflict with China (1962 and 1999) and with Pakistan (1965). Israel’s share in Indian arms purchases increased from 4.7% (2010–2015) to 13% (2015–2020). The takeover of the Hindu Bharatiya Janata Party (BJP) in 2014 represented a major shift in India’s weight in Israel’s military sales, as India has become the largest customer for Israeli arms, purchasing 42.1% of Israel’s military exports, followed by Azerbaijan (13.95%) then Vietnam (8.5%), all of which are Asian countries.[12] As for the Arab world, the volume of Arab-Indian trade amounted to $240 billion, as we mentioned above, in addition to the Indian demographic presence in the region, where according to Indian government figures, there are 8.751 million Indians in the Arabian Gulf, including more than 3 million in UAE and about 2.5 million in KSA.[13] This makes Indians the second largest population group in the Arab Gulf countries after the Saudis. All these factors formed the basis of putting forward the idea of the economic Indian-European corridor via the Middle East. Based on a memorandum of understanding between KSA, the European Union (EU), India, UAE, France, the Federal Republic of Germany, Italy and US, the participants in the G20 Summit in September 2023 committed to establish the IMEEC, to stimulate economic development, by enhancing connectivity and economic integration among Asia, the Arabian Gulf and Europe. The corridor will consist of two separate branches: the eastern corridor connecting India to the Arabian Gulf, and the northern corridor connecting the Arabian Gulf to Europe. It will include a railway line that, when completed, will provide an efficient transit network linking existing ports to a network of railways to complement existing sea and land transport routes—allowing transit from and to India, UAE, KSA, Jordan, Israel and Europe. The participants intend to extend electricity and digital communication cables along railway routes, in addition to pipes to export clean hydrogen. This corridor will secure regional supply chains along the railway route in a way that facilitates trade flow and supports the increased focus on environmental, social and governmental impacts, all with the strategic goal of increasing efficiency, reducing costs, enhancing economic unity, generating job opportunities, and reducing emissions of greenhouse gases, thus leading to a transformative integration of Asia, Europe and the Middle East. In support of this initiative, participants commit to working collectively and expeditiously to arrange and implement all these new transit elements. The project will connect several ports along the way, including Haifa in Israel, Piraeus in Greece and three ports on the western coast of India: Mundra, Kandla and Jawaharlal Nehru. There are five ports in the Middle East that will be linked to Indian ports, namely Fujairah, Jabal Ali and Abu Dhabi in UAE, in addition to the ports of Dammam and Ras al-Khair in KSA. Third: India-China Competition Most of the political units in the Arab Levant were formed during the 20th century as a result of understandings, divisions and maneuvers between European countries (since the Arab Revolt until the defeat of the Ottoman State, Sykes-Picot, the Balfour Declaration, the establishment of Israel, etc.). Thus, it is not possible to separate the geographical map or the political conditions in this region from this European, English, French, Italian and German competition. Currently, there are two neighboring Asian countries that are rising and competing economically and technologically, namely India and China, and their rivalry has extended to the Arab region. Remarkably, the relationship between these two countries is dominated by intense competition and although China is India’s second trading partner, hostility and competition are the main characteristic of their relation, as evident in the following indicators:[14] a. The legacy of historical hostility between the two countries which included military clashes for more than six decades, and which have been repeated, albeit with less intensity, in 1962, 1967, 1987, 2018, and 2020 and lastly in December 2022. This conflict is mainly about border areas (about 3000 kilometers), especially in the Himalayas, and about demarcating the borders between the two countries. For while China denies the occurrence of demarcation and demands it, India considers the traditional borders to be the actual borders. Another competition is taking place between the two countries in the South China Sea, especially over oil exploration in this region, in addition they have been weaving alliances against the other. This is evident in the rapprochement between China and Pakistan (India’s traditional enemy) or the Iranian-Chinese rapprochement at the expense of some decline in the Indian-Iranian relationship, not to mention the growth of the Indian-US relationship in light of the deterioration of the US-Chinese relationship, and India’s support for the blockade policies on some Chinese economic sectors. b. with China’s presence in the region’s most important ports of Pakistan, Bangladesh and Sri Lanka, and although India has been able to relatively improve its relations with these countries. c. India’s participation in the “Quadrilateral Security Dialogue” which was established in May 2022 and brought together the US, Japan, India and Australia, and which China considered an “Asian NATO” because it calls for deepening military relations among the four countries, in addition to economic and diplomatic cooperation. d. The relationship between Israel and both India and China. In addition to Israel’s participation in the Chinese BRI and the Indian IMEEC, the so-called I2U2 group includes Israel, India, US and UAE, and its goal is to encourage cooperation among private sectors and businessmen in the four countries in water, energy, transportation, space, health, food security and technology, which China perceives as a kind of influence on its project, and it may also create Arab or Iranian problems with India. Fourth: The Theory of the Spread of International Conflicts Most studies of international relations indicate that international conflicts or wars do not remain limited to the direct parties to the conflict. Rather, tracking international conflicts and wars shows, in quantitative terms, that the vast majority of international conflicts have direct or indirect effects on neighboring and distant countries not involved in those conflicts. There is no doubt that the development of means of technical and commercial interconnection and the reduction of time and space, in light of accelerating globalization, have made preventing the repercussions of international conflicts a very complex matter. The influence and spread increase if the countries involved in the competition, conflict, or war are major countries or countries that are geographically adjacent or overlapping demographically. Since Chinese-Indian relations are more tense, and both countries are involved in trade, geo-economic and population relations, in addition to engaging in relations with rival countries in the region (Israel and Iran, Syria and Israel, Yemen and the Gulf states, Syria and Turkey), this affects the relations of the two countries with the Arab countries on the one hand, and it may, on the other hand, add new axes to the competing axes (normalization countries and resistance countries), some of which are closer to China and others closer to India. Moreover, since the major international powers (US, Russia and some European influence) are involved in the general situation of the Middle East, the above dynamics will increase the elements of instability in the region, even though it is already the least stable region in the world.[15] Fifth: The Future of the Region in Light of the Indian-Chinese Competition It is necessary to determine the future of the region in light of the competition between the two Asian poles by raising a number of rhetorical questions: 1. Is the Indian project an “obstruction” to the Chinese project in light of the economic competition between the two countries, and in light of the disputes I mentioned between them? This is said while noting that Indian policy under the BJP rule has become more inclined to US policies, contrary to the Indian policy under the INC rule. Noteworthy to say about 26 Indian parties have recently allied to confront the BJP in the elections scheduled to be held early 2024. The direct support of both US President Joe Biden and Israeli Prime Minister Benjamin Netanyahu of the Indian project reinforces competitive concerns, especially since India is the largest customer of Israeli arms since 2014 after the BJP took control. Here, the Indian economic corridor may be a step to expand Saudi-Israeli normalization under the cover of the Indian project on the one hand, and US competition to disrupt the Chinese project on the other hand. 2. How will KSA reconcile its ties with India and with China if a severe conflict erupts between the two Asian giants? 3. Will the competition between the two projects make reaching strategic decisions in BRICS and Shanghai Cooperation Organization more complicated? Could it paralyze them, given the stark differences among the major powers in this bloc? Was the recent inclusion of “Western-oriented” countries in the BRICS a mere coincidence? or part of a plan targeting China? 4. What are the possibilities of harm to the status of the Suez Canal if the region is crossed by railway from Eilat to Haifa or directly to Haifa while bypassing the canal? Preliminary Indian studies of the project indicate that it reduces the time needed for transporting goods from Haifa to Europe, although there are discrepancies among experts in estimating this period between 4 to 6 days or between 8 to 12 days. President of the European Commission Ursula von der Leyen estimated that it would save 40% of the current time,[16] which threatens the third source of Egyptian income after remittances from workers abroad and tourism. In a study that was published in 2000 by the author, it pointed out to Israeli deliberations to make the Suez Canal less important in international transportation. It also pointed out to the encouragement of Asian projects in this field,[17] constituting a new erosion for Egypt’s economy, after the erosion inflicted by the Grand Ethiopian Renaissance Dam, which reinforces what we have suggested regarding Israeli plans to weaken Egypt in indirect ways.[18] 5. We mentioned earlier that about nine million Indian workers live in the Gulf countries (outnumbering the population of any country in the Gulf Cooperation Council except KSA), and the number of Chinese companies and employees in the Gulf countries is no less than 2.5 million people. Will this be a potential reason for the possibility of unrest between the two parties on Arab soil in case of intensification of competition and conflict between India and China? 6. Western support of the Indian project at the expense of the Chinese project: As we noted, the US, Israel, and EU have welcomed the Indian project. Indeed, media reports said that the Group of Seven (G7) countries pledged at their meeting in Tokyo in May 2023 to collectively mobilize $600 billion by 2027 to to counter the BRI, noting that the Chinese project has been supported by 150 countries and 30 international organizations, mobilizing nearly $1 trillion and creating over 3 thousand projects. The project is targeted for completion by 2049.[19] Will this polarization between the two projects be employed to manage their conflict on Arab soil? 7. Will the Arab countries, especially the Gulf countries (such as KSA and UAE), or those through which either or both projects (the Indian and the Chinese) pass, find themselves faced with the need to choose between the two giants, as Italy did when it announced that it would withdraw from the Chinese project? What about the positions of the nine million Indians if an Arab country takes a position opposed to the Indian position? 8. What are the possibilities and indicators of militarization of the two projects? India has conducted military exercises with some countries in the region, such as KSA, UAE, the Sultanate of Oman and Egypt in 2023,[20] and each time the scope of the exercises between the two sides expands. Since 2019, the Indian Navy has been conducting Operation Sankalp, under which its warships have been tasked with providing security for Indian-flagged vessels, specifically oil tankers, as they navigate the Strait of Hormuz and Gulf of Oman amid heightened tensions between Iran, US and others in the region. The Indian Navy has stationed a liaison officer at US Central Command (CENTCOM) in Bahrain, with the same personnel tasked with developing India’s cooperation with the Manama-based Combined Maritime Forces, a 38-nation maritime partnership that also includes Pakistan (India’s traditional adversary). These developments were cemented during the April 2020 2+2 ministerial dialogue between New Delhi and Washington. This clearly indicates two dimensions in Indian planning in the region: the strategic dimension and the economic dimension, which requires asking a central question: How will India reconcile its strategy toward Israel, Iran and KSA with all the differences among these important regional parties? China, for now, has managed to do this by leveraging its economic heft and regional states’ interest in using Beijing as a counterbalance to the US. “India will need to find other ways to strike a balance, specifically in its relations with Iran, which face the sanctions regime Washington has put in place.” Indeed, “New Delhi halted energy imports from Tehran both to comply with sanctions and in a show of intent to the US. This decision has come into question, especially after India picked up cheap Russian crude oil despite sanctions amid the war in Ukraine.”[21] 9. What if the two countries (China and India) begin to militarize their presence at a later stage, as we mentioned in the indicators and possibilities of militarization in the previous point? If the dispute and competition between them escalates, will India China establish bases in the Gulf states, Pakistan, or in the countries of the Horn of Africa from Djibouti to Sudan to protect their interests? This will increase the indicator of militarization in the Middle East. In addition to the Indian policies we mentioned in the course of militarization, China has carried out military activities to protect its citizens in a number of Arab countries or to rescue them during periods of instability, and it established some military bases or facilities for them, which was made clear in the White Paper released in 2019 by China’s State Council Information Office which stipulated the protection of Chinese interests, individuals and bodies abroad. This is not to mention arms sales to countries along the Road and Belt, where for example, 47% of Chinese arms sales during the 2017–2021 period were directed to Pakistan (India’s traditional enemy), while from 2012 to 2021, China’s military exports grew by 290% to KSA and by 77% to the UAE.[22] Conclusion The previous data indicate: 1. The importance of the Arab region to both China and India (as markets, energy sources and large labor absorption sites) makes the two Asian giants more eager to be present in the region. 2. The Chinese-Indian disputes are deep and may push the Arab region to forge political, economic or military connections, in order to manage the Chinese-Indian conflict there, especially in light of the lack of a unified Arab strategy. 3. The Gulf region may experience social unrest if Arab countries adopt policies inconsistent with the orientations of the two Asian countries, and it seems that this possibility is higher with India than with China. 4. If the interests of the two countries expand, the possibilities of militarization of the region are not excluded, which will impact the region’s policies and stability, especially if the Asian competition is accompanied by Western alliances with India, particularly by the US in the Middle East, all in order to confront the Chinese project. 5. Israel is trying to maintain its relations with the two Asian powers, and it appears to be reasonably successful in this aspect, which constitutes a challenge to some regional powers such as Iran, Syria and other Arab resistance wings. This requires the Arab side to support communication with the Indian opposition to the BJP, especially the INC, and to maintain “communication” with the less pragmatic trend in the Chinese Communist Party to benefit from its recommendations towards the region. 6. The strategic prospects of the Indian and Chinese projects indicate two conflicting possibilities: a. Transforming the conflict in the region from a zero-sum conflict into a non-zero-sum conflict by integrating Israel into the heart of Arab-Asian projects, which is what Israel as well as India and China seek. This will expand the circle of common interests among the parties to the projects at the expense of the contradictory interests at the heart of which is the Palestine issue. b. The failure of the first possibility means an increase in Asian competition between the Indian and Chinese projects, which may lead to the militarization of the region and an increase in regional polarization of the two projects. This will drag the region into new conflicts and higher levels of instability, especially since the Western side will remain present in these polarizations during the coming medium period, thus making the situation more complicated. References [1] An expert in futures studies, a former professor in the Department of Political Science at Yarmouk University in Jordan and a holder of Ph.D. in Political Science from Cairo University. He is also a former member of the Board of Trustees of Al-Zaytoonah University of Jordan, Irbid National University, the National Center for Human Rights, the Board of Grievances and the Supreme Council of Media. He has authored 37 books, most of which are focused on future studies in both theoretical and practical terms, and published 120 research papers in peer-reviewed academic journals. [2] The geopolitical concept is centered on the mutual influence between geographic variables and internal and external political behavior while the geostrategic concept is centered on planning based on identifying different geographical areas or regions that are more strategically important in their geographical location to achieve the state’s goals. For example, a country like Afghanistan cannot build a naval fleet since it is landlocked, but the first thing that Britain or Japan might think about is building a fleet. The geostrategic concept plans how to employ the strategic position of the geography to formulate the country’s foreign policy. For example, the strategic value of the location of Afghanistan cannot be compared to the location of Nepal from the perspective of the major and central countries competing on the international stage. The Egyptian writer Gamal Hamdan’s expression “the genius of place” can be considered a geostrategic expression, especially when he refers to the location or place, Egypt’s strategic character, and the heart of the world. See: Gamal Hamdan, Shakhsiyyat Masr: Dirasah fi ‘Abqariyyat al-Makan (Egypt’s Personality: A Study in the Genius of Place) (Dar al-Hilal, 1967), Chapter 25 entitled Egypt’s Strategic Personality and Chapter 26 entitled The Heart of the World. While Ali al-Wardi’s expression of the influence of the desert and the sea on Iraqi social behavior, including his political behavior, is an expression of the reflection of the natural geographical nature on political behavior, which represents geopolitics. See details in: Ali al-Wardi, Shakhsiyyat al-Fard al-‘Iraqi: Bahth fi Nafsiyyat al-Sha‘b al-‘Iraqi ‘ala Daw’ ‘Ilm al-Ijtima‘ al-Hadith (The Personality of the Iraqi Individual: An Investigation into the Psychology of the Iraqi People in Light of Modern Sociology), 2nd edition (London: Dar Laila Publications, 2001), pp. 48-55, and 75-78. See also Jan Wendt, “The Select Methods of Investigations in Geostrategy and Geopolitics,” Political Geography Studies in Central and Eastern Europe, Oradea, 2000, https://depot.ceon.pl/bitstream/handle/123456789/5344/The_select_methods_of_investigations_in_geostrategy_and_geopolitics.pdf?sequence=1 [3] Walid ‘Abd al-Hay, Dirasat Mustaqbaliyyah fi al-‘Alaqat al-Duwaliyyah: Namadhij Tatbiqiyyah (Futures Studies in International Relations: Applied Models) (Beirut: Al-Zaytouna Centre for Studies and Consultations, 2023), pp. 82-83. [4] Fazzur Rahman Saddiqui, China and The Arab World: Past and Present (New Delhi: Indian Council of World Affairs, Sapru House Paper, 2022), pp. 84-92. [5] Walid Abd al-Hay, Does the Balancing Policy Restrict China’s Role in the Middle East? International Politics Journal, Al-Ahram Foundation, Issue 207, January 2017, p. 26. (in Arabic) [6] Ruby Osman, Bye Bye BRI? Why 3 New Initiatives Will Shape the Next 10 Years of China’s Global Outreach, site of Time, 1/10/2023, https://time.com/6319264/china-belt-and-road-ten-years [7] Christoph Nedopil Wang, “Brief: China Belt and Road Initiative (BRI) Investment Report 2021,” site of Green Finance & Development Center, 2/2/2022, https://greenfdc.org/brief-china-belt-and-road-initiative-bri-investment-report-2021; and NC Bipindra, China Completes 10 Years Of $1.4 Trillion BRI Project; Puts South Asia, Barring India & Bhutan, In A Bind, site of The EurAsian Times, 23/7/2023, https://www.eurasiantimes.com/china-completes-10-years-of-1-4-trillion-bri-project-puts [8] Memorandum of Understanding on the Principles of an India – Middle East – Europe Economic Corridor, site of The White House, 2023, https://www.whitehouse.gov/wp-content/uploads/2023/09/Project-Gateway-Multilateral-MOU.pdf; and Rajeswari Pillai Rajagopalan, The Geopolitics of the New India-Middle East-Europe Corridor, site of ORF, 29/9/2023, https://www.orfonline.org/research/the-geopolitics-of-the-new-india-middle-east-europe-corridor [9] For further details, see Hojjatollah Hezariyana and Ghaffar Pourbakhtiarb, A Historical Study of the Persian Gulf and Indo-Arab Trade Until the 5th Century AH, Turkish Journal of Computer and Mathematics Education, vol. 12, No. 11, 2021, pp. 6724-6725. [10] Sujata Ashwarya, “India’s policy towards the Arab–Israeli conflict, the Palestinian issue and Israel: the Indira Gandhi years,” Global Discourse journal, Bristol University Press, vol. 13, No. 23, 2022, pp. 2-5. [11] New Trade Initiative Offers India Major Gains in Middle East, site of VOA News, 27/9/2023, https://www.voanews.com/a/new-trade-initiative-offers-india-major-gains-in-middle-east/7287689.html [12] Azad Essa, India and Israel: The arms trade in charts and numbers, site of Middle East Eye, 31/5/2022, https://www.middleeasteye.net/news/india-israel-arms-trade-numbers [13] Question No. 583 Indian Workers in Gulf Countries, site of Ministry of External Affairs, Government of India, 9/12/2022, https://www.mea.gov.in/lok-sabha.htm?dtl/35979 [14] Derek Grossman, India Is Pushing Back Against China in South Asia, site of The Rand Blog, 21/8/2023, https://www.rand.org/blog/2023/08/india-is-pushing-back-against-china-in-south-asia.html; I2U2: India, Israel, United Arab Emirates, United States, site of U.S. Department of State, https://www.state.gov/i2u2; Vijay Gokhale, Shivshankar Menon, and Tanvi Madan, A big-picture look at the India-China relationship, site of Brookings Institution, 20/9/2023, https://www.brookings.edu/articles/a-big-picture-look-at-the-india-china-relationship; What Kind of Group Is the 4-nation Quad?, site of Learning English, VOA news, 24/5/2022, https://learningenglish.voanews.com/a/what-kind-of-group-is-the-4-nation-quad-/6587184.html; YP Rajesh, Krishn Kaushik and Martin Quin Pollard, Xi skipping G20 summit seen as new setback to India-China ties, site of Reuters, 5/9/2023, https://www.reuters.com/world/xi-skipping-g20-summit-seen-new-setback-india-china-ties-2023-09-05; and Aleksandra Gadzala Tirziu, Rising tensions along the Indian-Chinese border, site of Geopolitical Intelligence Services, 8/8/2023, https://www.gisreportsonline.com/r/china-india-border-2 [15] Hasan Alhasan, The China-India Contest in the Middle East, site of The Diplomat, 21/7/2020, https://thediplomat.com/2020/07/the-china-india-contest-in-the-middle-east [16] India-Middle East-Europe economic corridor to counter China?, site of Deutsche Welle (DW), 13/9/2023, https://www.dw.com/en/can-new-india-europe-middle-east-corridor-counter-china/a-66799232 [17] Walid Abd al-Hay, “The Future of the Strategic Position of the Arab World,” Journal of Strategic Issues, Arab Center for Strategic Studies, Issue 4, December 2000, pp. 146-147. (in Arabic) [18] Walid ‘Abd al-Hay, The Future of Egyptian-Israeli Relations from the Israeli Perspective, site of al-Zaytouna Centre for Studies and Consultations, 5/6/2023, https://www.alzaytouna.net [19] India-Middle East-Europe economic corridor to counter China?, DW, 13/9/2023. [20] Indian Army to participate in largest ever joint military exercise in Middle East, says MoD, site of The Economic Times, 29/8/2023, https://economictimes.indiatimes.com/news/defence/indian-army-to-participate-in-largest-ever-joint-military-exercise-in-middle-east-says-mod/articleshow/103176080.cms?from=mdr; and India, UAE conclude joint Arabian Gulf naval exercise, site of Arab News, 12/8/2023, https://www.arabnews.com/node/2354021/world [21] Kabir Taneja, How India views China’s diplomacy in the Middle East, site of Middle East Institute, 11/7/2023, https://www.mei.edu/publications/how-india-views-chinas-diplomacy-middle-east [22] For details on China’s militarization activities, see Guo Yuandan and Liu Xuanzun, PLA Navy’s 14 years of missions in blue waters safeguard intl trade routes, win more overseas recognition, site of Global Times, 1/8/2022, https://www.globaltimes.cn/page/202208/1271933.shtml China increasing arms exports to Middle East and Eastern Europe, site of The Nation, 5/12/2022, https://www.nationthailand.com/world/china/40022762; Chinese Private Security Companies Along the BRI: An Emerging Threat?, site of Modern Diplomacy, 25/9/2020, https://moderndiplomacy.eu/2020/09/25/chinese-private-security-companies-along-the-bri-an- emerging-threat; Chinese army prioritizes protecting China’s overseas interests, site of China Global Television Network (CGTN), 24/7/2019, https://news.cgtn.com/news/2019-07-24/Chinese-army-prioritizes-protecting-China-s-overseas-interests-IA9FouJ5ZK/index.html; and Andrea Ghiselli, Continuity and change in China’s strategy to protect overseas interests, site of The Frontier Post, 2021, https://thefrontierpost.com/continuity-and-change-in-chinas-strategy-to-protect-overseas-interests

A wave of violence, neoliberalism and drug trafficking Ecuador has been grappling with a profound crisis marked by heightened insecurity, exacerbated by the implementation of neoliberal policies and widespread impoverishment over the past few years. The looming threat of a quasi-permanent state of conflict, at least until the upcoming elections, coupled with a concerning trend towards creeping authoritarianism, while not yet institutionalized, casts a shadow over the current state of affairs. “By associating the presentation of meat to a dog with a bell sound for a certain number of times, eventually the bell sound alone will determine salivation in the dog.” - Pavlov's experiment There is much neuropolitics in the unraveling of the most recent events in Ecuador, with the worsening internal crisis and the draconian responses decided by President Daniel Noboa. There is the neuropolitics of terror, there is neuropolitics in the performance anxiety of a newly elected president who is confronted with a situation, already clear from the outset, that threatens to undermine his eventual future election. And there is much psychopolitics in a country that cannot shake off its visceral hatred of the years of the "Revolucion Ciudadana" on the one hand or its unconditional love for its father Rafael Correa on the other. And who inevitably falls back "like Pavlov's dog," into electoral choices that favor the country's economic elites in the belief that they are choosing the lesser evil. And there is a country exhausted by impoverishment, marginalization, viral weakening of the state apparatuses. And on the other side, again, overseas, there is a kind of Pavlovian reflex that a civil war, or a coup, is going on in Ecuador today. A hell on Earth, in short. A Pavlovian reflex that seems to hide a sort of latent "Orientalism" that still permeates the reading of events on this continent on the other side of the ocean. It will therefore be necessary to use the classic Occam's razor, to try to debunk the facts, news, and interpretations and get to the grain of things. The grain of things is so called. Ecuador has been experiencing for some years now an overt situation of increasing insecurity brought about by the penetration of as many as 22 drug trafficking gangs (Colombian, or affiliated with the Mexican cartels of Jalisco - Nueva Generación and Sinaloa, assisted by Albanian gangs present on the country's coast, which also suggests connections with the Calabrian "ndrangheta") mostly in the coastal regions. The homicide rate is among the highest in Latin America. Regions such as Esmeraldas - with an overwhelming majority of Afro population, which has always been marginalized and impoverished, or Guayas, in one way or another, are fertile or strategically relevant terrain for cocaine routes. The former due to the great availability of cheap "labor," "gatilleros" they call them, notably suburban boys left to their own devices, victims of a historical fate that marginalizes them, who for a fistful of dollars receive a gun and simply pull the trigger. Or they go to extort bribes, "vaccinations," from traders or families. The latter for the important port of Guayaquil, territory to be controlled to export drugs to the United States and Europe, often inside banana containers, as happened in a recent large seizure at the port of Gioia Tauro, Calabria, Italy. The penetration of narcos gangs into Ecuador undergoes a paradoxical acceleration with the peace process in Colombia when border areas "controlled" by the FARC are abandoned and left prey to new paramilitary formations or the coca-producing gangs. Ecuador thus finds itself between two producing regions such as Colombia and Peru, with porous borders, small and large ports from which to ship cargoes, a social fabric torn apart by years and years of neoliberal policies, an economy centered almost exclusively on an extractivist model that leaves large swaths of the population impoverished (and which is, after all, the "good" face of that of the narco-economies), a society ridden with enormous inequalities, first and foremost in urban areas, informal labor markets, and rampant corruption in state apparatuses. A dollarized economy that also makes money laundering easier, and further backed up by widespread illegal gold mining. What better combination for the narco-traffickers to make it the place for processing and shipping their goods? There is a strong correlation between the application of the IMF's neoliberal "shock doctrine," and its social, political and economic consequences, and the spread of organized crime. A correlation that calls for a indepth analysis of the root causes causes of what can be considered a "polycrisis" that runs through the small Andean country, certainly not used to situations such as that experienced in the past in Colombia or currently in Mexico. A polycrisis that is evident by analyzing in filigree the events of the last six months. Let us rewind the tape to August of last year. Riots have been igniting in prisons for some time. Gang clashes, often aided by the connivance of prison authorities (how else would one explain the presence of weapons and explosives used in the riots?) rage with unprecedented brutality. The prison problem stems from widespread pan-penalism in state apparatuses and an essentially punitive and deeply patriarchal view of retribution, and one that has disproportionately increased the type of crimes for which people go to jail (even for driving without a license). And by the construction in 2014 of three maximum security prisons in which narcos are locked up, creating the conditions for their transformation into command centers and theaters of internal wars among them. The presidential election campaign, convened prematurely following then-President Lasso's decision to dissolve parliament recurring to the mechanism of "muerte cruzada" and go to the polls to avoid impeachment proceedings for corruption, is actually dominated by the issue of security. Close to the opening of the polls, there comes the knockout blow that will determine the election outcome. First the assassination of presidential candidate Fernando Villavicencio, a champion of the fight against corruption, killed in Quito at a campaign event, few weeks after Augustin Intriago, the mayor of Manta, another port city, a territory in the hands of gangs like others on the coast. In the days that followed, the hitherto minor figure of the coastal candidate, an expression of local and national oligarchies - the same ones that had supported Lasso at the time - emerged in the polls. A young man unknown to most, a sort of electora underdog, Daniel Noboa, son of "Alvarito" great tycoon of the banana industry, a permanent candidate for president, and grandson of Isabel a Guayaquil’s wealthiest real estate entrepreneur. In the runoff Noboa wins against the Revolucion Ciudadana candidate, Luisa Gonzales, and immediately makes of security his priority. He faces a very complex scenario. A Congress in which on paper it does not enjoy a majority (although it will later vote by a majority for the first economic measures and the state of internal armed conflict also by virtue of a pact with important sectors of the oppositions), the overwhelming majority of territories controlled by opposition parties (Revolucion Ciudadana and Pachakutik, the reference party of the powerful CONAIE, Confederation of Indigenous Organizations of Ecuador). In the background is the important victory in the national referendum against oil extraction in the Yasuni, which foreshadows the existence of a social and ecological movement far stronger than electoral numbers. In short, Noboa appears from the outset to be a kind of lame duck who will experience a situation, to return to the neuropolitics mentioned above, of a real post-electoral stress disorder, squeezed between the urgency of giving strong and impactful signals to counter organized crime and that of responding in the short time of his term (new elections are due for mid 2025), to the interests of the lobbies to which he refers. Tertium non datur, even if that tertium is represented by the overwhelming majority of the country, already affected by the pandemic. And it is precisely there, in that "tertium," "from below," Uruguayan sociologist Raul Zibechi would say, that decision makers should start to reconstruct a plausible hypothesis of a country capable of another future. It is that tertium to which the country's resources should be devoted, young people and adolescents left alone and in the grip of criminal gangs, with fathers and mothers migrating out of desperation, crossing the Isthmus of Darien on foot to try to get to the United States. So even before he takes office, Noboa finds himself making some pre-government reshuffles, launches a security plan, "Phoenix," then decides to get the inconvenient vice president, a great Vox sympathizer, out of the way by sending her to Israel with the assignment of "special envoy" for peace. And he gets to work. A few weeks go by and the "Metastasis" scandal explodes, proof of how far the narcos have managed to penetrate the judicial sector, squeezed between corruption and death threats. In the meantime, the president begins to set his economic agenda by presenting laws aimed mainly at flexibilizing the labor market, creating free-trade, tax-free zones that coincide with the large estates and plantations of the agribusiness tycoons, announcing the removal of fuel subsidies, the main detonant of last year's indigenous uprising, brutally suppressed by the Lasso government. A "ley economica" that would create great resistance in the country, and which responds, along with the others, to the need to secure support from the International Monetary Fund. In parallel, funds to local authorities are reduced, the security department under his direct command is even closed. A tax "amnesty" for the highest incomes is announced. Cases of corruption in the security apparatus follow one another. Noboa prepares a package of legislative proposals and amendments to the Constitution that would allow the police and army to have a free hand and enjoy total immunity, which in fact is already the case thanks to the decrees issued by Lasso, who several times resorted, in vain, to the state of emergency. Nothing new then. He then attempts the popular plebiscite card a few months before the new election deadline. To the first 11 referendum questions announced, it then adds others, even including issues that only partly have to do with the issue of security. These include the opening of casinos, or measures to ease foreign direct investments. Proposals that a leading constitutionalist and former member of the Constitutional Court, Ramiro Avila Santamaria, defined as unconstitutional or unfounded. The decision is now up to the Court. Then comes the sensational news of the escape from prison in Guayaquil of one of the leaders of the Choneros gang, alias "Fito," allegedly occurring as early as Christmas, and of another leader of the "Lobos" apparently implicated in the murder of Villavicencio. A severe blow to the government's credibility to which Noboa responds with yet another declaration of a state of emergency, resulting in a curfew from 11 p.m. to 5 a.m., a decision to have the army assist the police in public order operations, and the restriction of the right of assembly and the inviolability of the home. The narcos' response is immediate: new riots in prisons, attacks on some police stations, and the "raid" - the details of which have yet to be fully clarified - of a commando breaking into a live broadcast of a Guayaquil television station. A blow to the heart of his main electorate. Fact of the matter is that within a handful of hours of the blitz a new decree is issued in which the President - for the first time in the country's history - declares a state of internal armed conflict, that would be fought by the army, and recognizing the 22 gangs as "belligerent" parties. The crisis thus shifts from being a matter of public order to one of actual war, governed by international humanitarian law, such as the Geneva convention. Upon the announcement of the measure, the country goes into panic. Classes are suspended and will remain in online modality for several days, the evacuation of public buildings is ordered, and contingents of soldiers are dispatched to guard sensitive targets. The president locks himself up in the Carondelet Palace with senior state officials to decide what to do. After a few hours, military big brass in full uniform appear in front of the cameras, explaining the situation to the country and giving the line. A coup? There goes the first Pavlovian reflex. And yet no, Decree 111 declaring a state of "internal armed conflict" is overwhelmingly approved by Congress, even by the leftist opposition parties that had from the outset given declaration in favor of national unity. Indeed the main concern is that of not appearing as those who throw up their hands in the face of organized crime, a tasty opportunity for opposing parties in the upcoming 2025 presidential and parliamentary elections. A civil war? Not even, since we are not faced with organizations structured in paramilitary form, nor are we faced with an armed conflict on a national scale, but rather with public order operations "with boots on the ground" in well-defined territories. The declaration of war is in fact a media coup for effect to create the conditions for a "national unity" and "war", in which a clear distribution of tasks is emerging. On the one hand, the military, which from now on takes command of public order operations, with the police at their service (something that creates quite many frictions) and which can thus reaffirm their role and their credibility before the people. It must be said that the presence of the military in the streets is - at least in the capital Quito - very sporadic, the effect appears to be mostly symbolic. On the contrary the situation is pretty different in prisons where the military can now intervene freely to suppress riots and free that hundred hostages still in the hands of the rioters. Or when launching raids or searches in the "hot" outskirts of crime-ridden cities. However, even in the symbolic also lurks the risk of a pervasive "securitization" of public space, resulting in the inhibition of every possible form of dissent or social conflict. Noboa was quick to declare that even those who do not take action against gangs, (by extension one could also interpret those who oppose his policies) could be considered "the enemy." And then, in that public space now controlled by the military, there is a clear risk that the real victims of repression will end up being those marginal and marginalized classes, guilty only of being such, or of having dark skin. The precedent of "false positives" in Colombia comes to mind, where the military, in order to demonstrate the success of their operations, displayed to the public corpses of poor people in guerrilla uniforms. The military thus takes over – de facto - the public space determining by default the direction in which the country will go. In parallel, the private space is taken care of by the president with new decree-laws presented invoking the need to raise funds for internal warfare, from raising VAT to 15 percent, to the liberalization of the energy sector, the rejection of the result of the public consultation on Yasuni in order to continue drilling to generate funds to support the “war”, to policies aimed at attracting foreign capital. In the background are two agreements on cooperation in the military and security sector with the United States signed months ago by Lasso providing for the albeit temporary presence of the military on the national territory. They are in a hurry in Washington, with the specter of Trumpian “America First” isolationism looming. No surprise that the Ecuadorean Constitutional Court ruled that no approval by Congress is required. Then the free trade agreement with China, so far stalled by Congress, is due to go into effect soon. What about what exists and lives between public and private space? Movements? Civil society organizations? Theirs are the only expressions of criticism and dissent. CONAIE declares solidarity with the victims of the conflict, urges communities to organize indigenous guards to protect their territories (so far almost untouched by narco violence) and warns the government not to use the pretext of war to impose anti-popular measures. Its Amazonian organizations have recently taken to the streets to protest the construction of one of the two “Bukele-model” megaprisons in the Pastaza province. Environmental and indigenous movements are now denouncing Noboas’ decision against the ITT Yasuni’s decision. On the other hand, human rights organizations point the finger at the inappropriateness of the use of the military instrument, and the possible serious effects on human rights. The risks to the millions of Ecuadorians and Ecuadoreans working in informal economies or on temporary contracts are also stressed, as well as how the state of exception may increase cases of intra-family and gender-based violence. The rest is still a work in progress. The risk of a sort of permanent state of war that will characterize the country and the public debate at least until the next elections is just around the corner together with a creeping authoritarianism, certainly not at the institutional level, but surely in the state of affairs. Although the decrees of emergency and state of internal armed conflict have a duration of two months, it is highly unlikely that in that time the state will be able to declare victory. Since when you declare a war you must also be clear about when you are going to win it. Which at the moment is very vague and indefinite. Will it be when all Colombian or Venezuelan criminals are deported? Which is very difficult since the Constitution recognizes the human right to free mobility. Or when will they all be put in jail? Or when they will all be "shot down"? (numbers range from 30 to 50 thousand gang members), according to the term used by the mainstream press. This article was published originally in the Transnational Institute under the Creative Commons - Attribution-Noncommercial-No Derivative Works 3.0 licence

Since at least a decade, migration has remained a hot-button issue in European politics, providing fodder for parties on the right of the ideological spectrum. With a steady increase in its migrant population from 8.5 percent in 2010 to over 10 percent in 2022, the situation is no different in France where the issue has long presided over French politics. Just after the European Union (EU) reached an agreement on Migration and Asylum in December, the French Parliament passed a law to reform its approach to immigration while combating illegal immigration. After the outright rejection of President Emmanuel Macron’s previous more lenient version of the immigration bill that was painstakingly drafted for 18 months, the version that eventually passed through Parliament was significantly toughened to appeal to the far-right. Even while granting temporary residence permits for work sectors plagued with labour shortages, the bill introduces tough controls. These include stricter conditions for immigrants to bring over family members, annual quotas for immigration, preferential access to state subsidies and welfare benefits to French citizens in a country traditionally known for its generous and inclusive welfare system, additional visa fees for foreign students, stripping crime-accused dual nationals off their French citizenship, diluting the right to automatic citizenship for those born in France, and installing an easier process to expel undocumented migrants. “The kiss of death” Unlike France’s controversial pension overhaul that was non-democratically imposed in March 2023 by bypassing Parliament and invoking special constitutional powers, the immigration bill was voted on in the lower house. The toughened legislation received 349 votes in favour and 186 against, where many in Macron’s own Renaissance Party and his centrist coalition either abstained or opposed the bill. On the other hand, all 88 members of the far-right voted in favour of the bill, lending their strong endorsement and backing. Many in the French media labelled this move as far-right Opposition leader Marine Le Pen’s “kiss of death” after the initial impression that her party the National Rally would either abstain or vote against the bill. Even though Macron managed to democratically pass legislation that was central to his second mandate, the optics of the compromise could not have been poorer. The results of a poll demonstrate that while 70 percent of the French population including 87 percent, of Macron’s own supporters support the new bill, 73 percent assumed that the bill was inspired by Le Pen’s ideas, leading to the outcome being touted as a massive “ideological victory” for Macron’s contenders on the far-right. Le Pen’s surprise coup and the strict measures that the bill contains also enraged Macron’s coalition members on the left, accusing him of caving into pressure from the far-right and risking the French Republic’s fundamental values. Moreover, the bill, through its incorporation of the beliefs of the far-right, has alienated supporters who voted for Macron as an alternative to the far-right, and are now accusing him of becoming their “stepping stone” rather than repelling their ideas. While France’s health minister Aurélien Rousseau resigned from his post, the Greens’ Yannick Jabot referred to the bill as the arrival of Trumpism in France. Furthermore, the process has exposed the governance difficulties associated with Macron’s weak mandate from the 2022 election, which led to a loss in parliamentary majority. The whole affair has prompted a government reshuffle and the resignation of French Prime Minister Élisabeth Borne with the hope of focusing on fresh priorities, ahead of EU elections scheduled for June where eurosceptic parties are leading the charge. Mainstreaming the far-right In their endeavour to assuage voter concerns amidst hardened public opinion on immigration, parties across the board have found themselves in a bind to tackle the issue of migration, which the far-right has successfully fed upon. Thus, the centre’s co-opting of the talking points of the far-right is a phenomenon being observed throughout European politics, whereby the mainstream is mainstreaming and legitimising the politics of the far-right. For Macron too, this is not the first time that he’s accommodated or imitated far-right rhetoric for political survival as evident in his increasingly hardline rhetoric on Islam in 2023. In September last year, Macron’s then-Education Minister Gabriel Attal, who has recently been appointed as France’s new Prime Minister, announced a ban on wearing the Muslim abaya in schools in the interests of secularism. The ball is now in the hands of France’s constitutional court to examine whether the law complies with the constitution or requires amendments. In addition, the caveat that while European countries, including France, crack down on immigration, they are simultaneously facing declining populations and need migrant labour, is inescapable. As France moves to the right on immigration, Macron may have managed to democratically pass a law on the most contentious issue in French politics. But his own image, as a defender of liberal democracy and a centrist alternative to the far-right, remains in tatters.

Successful North and South Korean satellite launches underscore both countries’ ambitions to possess an independent space-based intelligence, surveillance and reconnaissance capability to support their respective deterrence postures. Paradoxically, better ISR capabilities may also improve stability on the Korean Peninsula. Within two weeks, North and South Korea have each successfully launched their first military geospatial imaging satellites. Although the information-gathering capabilities of North Korea’s satellite are probably inferior to South Korea’s, Pyongyang will likely improve this over time, possibly with Russian assistance. Space-based systems will increase Pyongyang and Seoul’s capability to hold each other’s territory at risk, but paradoxically may also improve stability. Targeting tactics Space-based intelligence, surveillance and reconnaissance (ISR) systems play an important role in the so-called ‘kill-chain’ through which militaries detect, track and engage targets with precision-strike systems. Pyongyang and Seoul possess large arsenals of precision-guided ballistic and land-attack cruise missiles, but their respective ISR capabilities to inform targeting decisions are less mature by comparison. North Korea has developed several types of uninhabited aerial vehicles (UAVs) for ISR purposes, but sensor, endurance and communications constraints limit their utility, and they are vulnerable to South Korean and United States air defences. South Korea has more advanced ISR capabilities, but it has historically relied on United States space-based assets for its geospatial imagery needs.    North Korea said that it developed a space-based ISR capability to provide its armed forces with ‘real-time information’ to improve its ‘war deterrent’. Following the successful launch of the Malligyong-1 satellite on 21 November, North Korean leader Kim Jong-un said that it provided North Korea with ‘eyes’ to complement its ‘fist’. To underline this point, North Korean state media claimed the satellite imaged Andersen Air Force Base on Guam and other ‘ major targets in the enemy region’ that North Korea could target in a conflict, without releasing imagery. Similarly, South Korea said that it is developing its space-based ISR capabilities to enhance the effectiveness of its so-called 3K deterrence architecture. It envisages South Korean forces detecting and targeting North Korean missile launchers and command-and-control in the event of an imminent or unforeseen North Korean missile launch. Both countries have made clear their recent launches are merely a first step to building out a space-based ISR layer. North Korea has said that it will launch an unspecified number of satellites in the future. Seoul plans to follow the 1 December launch of a SpaceX Falcon 9 rocket with the deployment of four synthetic-aperture radar satellites by 2025, giving it an all-weather capability. Launch implications Although North Korea’s launch is an achievement for Pyongyang after earlier launch failures, the satellite’s likely poor image quality might provide limited initial returns. After a prior North Korean launch of a military-satellite similar to the Malligyong-1 failed, South Korean and US investigators judged, based on recovered parts, that the payload had ‘no military use’, suggesting its sensors and communication equipment were of poor quality. Even so, the successful launch on 21 November provides Pyongyang with an independent capability that will likely mature through domestic refinement, illicit acquisitions and potentially foreign assistance. South Korea claims that Russia provided unspecified input on the Chollima-1 satellite-launch vehicle (SLV) following two failed launch attempts earlier this year. Russian President Vladimir Putin also apparently pledged to provide support for North Korea’s space programme during a September meeting with Kim at the Vostochny Cosmodrome, possibly as repayment for much-needed ammunition to support Moscow’s war in Ukraine. Because SLVs incorporate dual-use components and technologies that can also be used in ballistic missiles, Pyongyang’s satellite launch was condemned by France, the United Kingdom and the US as destabilising and a violation of multiple United Nations Security Council Resolutions related to North Korea’s sanctioned ballistic missile programme. The Chollima-1 SLV’s first-stage rocket motor, for instance, is derived from the Soviet-designed RD-250 engine that has powered several different North Korean intercontinental ballistic missiles, such as the Hwasong-14, Hwasong-15 and Hwasong-17. An advancement in North Korea’s SLV capabilities will undoubtedly have some benefits for its ballistic missile programme. Although Pyongyang regularly tests ballistic missiles, it is unlikely to have used this launch to disguise testing military capabilities related to its missile programme. South Korea’s military space programme also has received some external assistance. The country launched its satellite on a SpaceX Falcon 9 SLV from the US government’s Vandenberg Space Force Base. Future satellite launches might continue to use US technology alongside South Korea’s burgeoning SLV capability. Supporting stability Perhaps paradoxically, Pyongyang and Seoul’s new space-based ISR capabilities may have some unexpected stability benefits by reducing mutual fears of pre-emption. In a crisis, a lack of information may exacerbate pre-emption fears and could trigger escalation. South Korea’s deterrence doctrine is based on Seoul’s fear that North Korea may pre-emptively use conventional or nuclear weapons against it. North Korea is arguably concerned about South Korea’s analogous precision-strike capabilities, evidenced by recent changes to its nuclear doctrine to delegate launch authority if Kim were killed. Although space-based ISR will allow North and South Korea to target each other more effectively in a conflict, their new capabilities might also be useful in a crisis by providing Pyongyang and Seoul with greater situational awareness that could reduce the risk of inadvertent escalation.