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Defense & Security
President Xi Jinping shaking hands with Vladimir Putin

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

by Yuri Tavrovsky

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

Defense & Security
Kenya Defence Forces

African-led Peacekeeping Operations: Enhancing Effectiveness

by Eric G. Berman

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

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

The Hiroshima Summit exacerbates the East-West confrontation

by Yuri Tavrovsky

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

Defense & Security
Pakistan military personnels

Pakistan Army: Blighted by Politics, Driven by Ambitions

by Sushant Sareen

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

Energy & Economics
Solar wind power

Cleantech manufacturing: where does Europe really stand?

by Giovanni Sgaravatti , Simone Tagliapietra , Cecilia Trasi

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

Defense & Security
Nigerian President Muhammadu Buhari and Lagos Governor Babajide Sanwo-Olu wave from the presidential helicopter, Lagos, Nigeria

Why Buhari Failed

by Ebenezer Obadare

When Nigerians needed him to deliver, President Muhammadu Buhari fell short. Probably no other leader in Nigerian history has had a deeper fund of goodwill to tap into at inception than Muhammadu Buhari did when he took the reins in 2015. Nor could the public mood at the time of his inauguration have been more auspicious. On the one hand, Nigerians seemed to have had enough of Goodluck Jonathan’s habitual dithering. As time went on over the course of his presidency (2010- 2015), Jonathan had looked increasingly out of sorts, reinforcing the belief that, dumb luck apart, he had no business in the exalted office. Buhari, on the other hand, seemed ready to get back in the saddle after a previous controversial stint (1983- 1985) as military ruler. He was widely perceived as above board, a rarity for a former Nigerian public office holder. Furthermore, his military pedigree was deemed essential given the unchecked rampages of the Islamist Boko Haram insurgency, which had ramped up under Jonathan, who initially downplayed its gravity before turning to South African mercenaries in desperation as the 2015 elections loomed. In any case, or so it seemed to a segment of the Nigerian electorate at the time, anyone so desperate for the nation’s highest office as to run four times (Buhari had previously run unsuccessfully in 2003, 2007 and 2011) had to have something special up their sleeve. That Buhari managed to turn such wild enthusiasm about his candidacy into grave disappointment, going from a regime of which many, rightly or not, had high hopes, to one that most can’t wait to see the back of, ranks among the most remarkable instances of reputational collapse in the whole of Nigerian political history. It was clear within the first few months—the initial struggle to put together a cabinet being particularly telling—that Buhari, for all his desperation to take power, had not done his homework and was ill prepared for the demands of the office. Nor did he seem particularly eager to embrace the role of uniter, something that the political divisions in the country at the time clearly demanded. Addressing an international audience at the United States Institute of Peace (USIP) in July 2015, Buhari signaled that he would favor the regions of the country which voted for him against those which did not: “The constituencies, for example, that gave me 97 percent cannot, in all honesty, be treated equally on some issues with constituencies that gave me 5 percent. I think these are political realities.” Buhari had secured the lowest percentage of votes in the Igbo dominated southeast region.       In any fair assessment, the verdict of failure on the Buhari presidency would seem unavoidable. The economy, for one, is in a far worse shape than Buhari met it when he took office eight years ago. According to the World Bank, following a period between 2001 and 2014 when, with an average growth of seven percent, Nigeria was “among the top 15 fastest-growing economies globally,” Nigeria entered a period of stagnation in 2015 as “oil prices fell, the security situation deteriorated, macroeconomic reforms were reversed, and economic policies became increasingly unpredictable.” Unsurprisingly, real per capita income fell during the same period, reaching its level in the 1980s by the end of 2021. His fiscal indiscipline, highlighted by an appetite for borrowing unmatched in Nigeria’s annals (with less than two weeks to the end of his tenure, Buhari has requested the approval of the Senate for an 800-million-dollar World Bank line of credit) has put the country in an improbable seventy-seven trillion Naira hole. Similarly, the security situation took a turn for the worse on Buhari’s watch, an irony, given justifiable popular confidence at his inception that this was one sector where the president’s military background gave him an edge over his predecessor. Buhari himself was not above pointing to this apparent advantage on the campaign trail. Yet, since 2015, amid deteriorating public safety, at least sixty-three thousand Nigerians have been killed in various acts of state and nonstate extrajudicial violence, with attacks by Islamist insurgents, assorted armed bandits, and kidnappers claiming the most lives. Numbers aside, a real sense of lawlessness pervades, with a growing recourse to vigilante justice signaling popular frustration at law enforcement and the judicial system. Corruption, too, has worsened. Last year, a Nigerian newspaper lamented that “cronyism and nepotism in Buhari’s key appointments have conflated with the working of government agencies at cross-purposes to fuel corruption.” At the same time, “serial interference” by the office of the Attorney-General of the Federation and Minister of Justice appears to have stymied the work of the Economic and Financial Crimes Commission (EFCC), the state’s anti-graft agency. State pardon of top public officials convicted of corruption has both tarnished Buhari’s image as a beacon of transparency and stiffened common perception that his commitment to transparency is merely rhetorical. Paradoxically, his administration may have borne out Buhari’s private fears that, as he once confided to a top US diplomat, “the legacy of corruption in Nigeria will endure much longer than the legacy of colonialism.”   To say that Buhari has failed is not to hold him personally responsible for all of Nigeria’s failures. Not only is he ultimately emblematic of the prevailing political culture, Buhari, in so many ways, merely played the hand that he was dealt. In any event, there is the reality that no single leader, not even one more intellectually gifted and administratively astute than Buhari, can be expected to take on and solve Nigeria’s socioeconomic problems (for such are their entanglements and intricacies), never mind within eight short years. Monocultural economies are not so easily detached from their accustomed moorings, and, in any event, no single individual can be held responsible for the ups and downs of the global oil market, the reported theft of an estimated 437,000 barrels of crude oil on a daily basis, or the serial collapse of the national power grid (the official count is 99 times over the course of the Buhari presidency). That said, Buhari could doubtless have done more with what he was given and may well regret until his dying day his failure to leverage the favorable public mood in the immediate aftermath of his inauguration for tangible social transformation. By and large, Buhari failed simply because he lacked the wherewithal to govern. For one thing, if he had anything resembling a coherent economic vision, he never once articulated it, and for a man who was once ousted from power for, according to his adversaries, arrogating to himself “absolute knowledge of problems and solutions” and acting “in accordance with what was convenient to him, using the machinery of government as his tool,” he rarely saw the need to avail himself of the wealth of technical and economic expertise at his disposal. If anything, he always exuded the air of someone trapped in a 1970s command-and-control mindset, unable to adjust to the exigencies of the current moment, yet unable to do anything about it. Strangely enough, with his very ascent to the presidency, he may have achieved the only thing he really ever wanted: to recoup (sic) what he must have felt was an unfair ejection from power in his first coming as the head of a military junta. If this hypothesis is correct, Buhari’s second coming had more to do with personal redemption than public salvation.      Buhari also failed because he could not establish an emotional connection with the Nigerian public. While Jonathan always seemed too eager to please (he spent as much time on his knees as he did on his feet), Buhari’s aloofness was such as to expose him to accusations of insensitivity. His not infrequent admission that he could not wait to retire to his country home in Daura, Katsina State, may well have come from a place of genuine humility, but all it did was to consolidate widespread belief that he was a man out of his depth and all but content to run down the clock. At his best, Buhari, who, it must be remembered, never built his own political machine but vaulted to power on the back of Bola Tinubu’s, always seemed more of a sectional than national leader. On that score, he fully merits the ire directed at him by those who blame him for the deepening of ethnoreligious cleavage between Nigeria’s Christian and Muslim communities. Never before in the history of political leadership in the country has a man so evidently cosmopolitan appeared at the same time so provincial.   If there is one commanding insight for Nigerians to take away from the Buhari presidency, it is that it is possible for an individual believed by many to be personally incorruptible to preside over an administration that is nonetheless defined by corruption and rank incompetence. On the contrary, with the incoming Bola Tinubu government, Nigerians will soon find out whether a leader widely seen as corrupt can preside over a relatively malfeasance-free and reasonably competent administration.

Defense & Security
Australia, New Zealand, United States Security Treaty (ANZUS or ANZUS Treaty)

Smooth sailing or choppy waters for Australia, NZ and the US in the Pacific?

by Anna Powles , Joanne Wallis

Last week’s announcement that US President Joe Biden would not travel to Papua New Guinea to meet with Pacific Islands Forum leaders was met with disappointment. Expectations were high: the White House had labelled the visit ‘historic’—it would have been the first time a sitting US president visited a Pacific island country—and claimed it would further reinforce the ‘critical partnership’ between the US and the Pacific islands. The meeting was a follow-up to the first-ever US–Pacific Island Country Summit held in Washington last September. But as far as sequels go, this one was a fizzer. Biden’s planned visit was looking shaky even before news of its cancellation, with controversary following leaks about the proposed US–PNG defence cooperation agreement. But the PIF leaders went ahead with their meeting, and the decision by New Zealand Prime Minister Chris Hipkins to attend, despite neither Biden nor Australian Prime Minister Anthony Albanese going, sent a strong signal to the Pacific of New Zealand’s commitment to the region. The Australian government has missed an opportunity to send a clear message that Australia shows up in the Pacific even when its larger alliance partner, the US, doesn’t. This brings us to the challenges facing Australia and New Zealand. In response to geopolitical shifts in the region and more broadly, Australia, New Zealand and the US have individually, and in cooperation with each other, sought to enhance their relationships with Pacific island countries and deepen their involvement in the region. However, as we argue in our new ASPI report, released today, cooperation between the three partners faces several challenges—and raises questions for Australia and New Zealand. Despite the rhetoric—at times tokenistic—from the three partners about respecting Pacific agency, ambitions and activism, genuine change requires the kind of mindset shift that may prove challenging, particularly for the US. For example, the Partners in the Blue Pacific initiative reflects outdated modes of thinking about the power dynamics underpinning the three nations’ activities in the Pacific. There are limits to the assumed leadership of Australia, New Zealand and the US, as the Solomon Islands – China security agreement highlighted. China, and others, are here to stay. Pacific island countries have options—and alternatives—to their status quo relationships. As unwelcome as Australia, New Zealand and the US may find China’s presence in the region, they need to plan for how they will work alongside a range of partners in the Pacific. This isn’t about accommodation, necessarily, but nor is it about constraint when Pacific island countries pursue their own interests. It’s becoming harder for the three partners to balance their interests and values while at the same time attempting to reconcile broader strategic interests with Pacific priorities. Australia, New Zealand and the US pride themselves on being liberal democratic nations committed to upholding human rights and the international rules-based order. But respect for those values is being tested by their perceived need to advance their strategic interests. Controversy over the AUKUS partnership raises questions about how closely the partners want to relate to each other in the Pacific islands region. Differences among Australia, New Zealand and the US mean that, in some instances, they may wish to carefully consider risks to their reputations and to their individual relationships with Pacific island countries. This includes New Zealand’s stance on nuclear issues, as well as Australia’s and New Zealand’s abilities, as members of the Pacific Islands Forum, to act as a constraining influence on US ambitions in the Pacific when they cut across collective Pacific interests. The US needs to appreciate that Australia and New Zealand are bound to the Pacific through geography, history, constitutional relationships and, increasingly, identity. The challenges we outline in our report are not insurmountable. But how Australia, New Zealand and the US partner with the Pacific—and with each other—matters deeply. These considerations take conventional responses to strategic competition in the region beyond the binary reaction to China as the destabilising actor, and demand that the three partners reflect on their own contributions to peace and security. We therefore recommend that, when seeking to enhance their engagement in the region and work together, Australia, New Zealand, and the US should ensure that Pacific priorities direct activity, not their own. It’s important for the partners to ensure that their initiatives don’t undermine or supplant existing regional frameworks but instead expand on established mechanisms. And, importantly, Australia, New Zealand and the US must avoid competing with one another and instead cooperate more closely, where appropriate, to pool their collective strengths. Biden’s reason for skipping both the Pacific Islands Forum leaders’ meeting in PNG and the Quad summit in Sydney are well understood: the US domestic debt crisis took priority. But it has reminded the Pacific island countries—and Australia and New Zealand—that, despite its protestations, the US has yet to prove that it is a reliable and consistent partner to the Pacific. It should also serve as a reminder to Australia, New Zealand and the US that the time and opportunities they have to build trust and demonstrate their reliability to their Pacific partners are not limitless.

Diplomacy
Chinese diplomats meeting with US representatives

Where is US’s China policy headed?

by Manoj Joshi

The escalating geopolitical competition has placed the US and China at odds. Both sides need to stabilise their relationship given the role they play in world affairs. US National Security Advisor, Jake Sullivan, met for over eight hours over two days last week with Chinese Communist Party Politburo Member and Director of the Office of the Foreign Affairs Commission, Wang Yi, in Vienna. The meeting, which had not been publicised by either side before the talks, has been seen as a part of an effort by both countries to stabilise their relationship which is perhaps at its lowest level in recent decades. Both sides have been locked in a steadily escalating geopolitical competition, even as they have close and intense economic linkages and a joint interest in dealing with several global and regional affairs. They are locked in opposing sides on issues like Ukraine and Taiwan, and a slow-motion decoupling as US companies diversify away from China and earnings of US companies in China are falling. Both sides used identical language to describe the outcome of the meeting. A White House readout noted that the talks featured “candid, substantive and constructive discussions on key issues of US-China bilateral relationship, global security matters, Ukraine and Taiwan. A Chinese readout used the same terms “candid, in-depth, substantive and constructive discussions” on ways to “remove obstacles in the US-China relationship and stabilise the relationship from deterioration.” Wang laid out the Chinese position on Taiwan, Ukraine and other regional issues. Speaking on background, a US official said that both sides saw the balloon incident as being “unfortunate” and were now looking to “re-establish standard, normal channels of communications.” Two days before the Sullivan-Wang meeting, US Ambassador Nicholas Burns met China’s Foreign Minister Qin Gang in Beijing. According to Qin, a series of “erroneous words and deeds” by the US had put the relationship between the two powers on “ ice” but stabilising ties was the top priority for both countries. Burns said that he and Qin had discussed “challenges in the US-China relationship” and the necessity of “stabilising ties.” The US is in a delicate balancing act with regard to its China policy. In recent years, American policy has shifted from engagement to competition and even containment. In the wake of the US-China trade war, and the first wave of US technology restrictions on Chinese firms like Huawei, there was talk of a “decoupling” of the two economies. The Chinese crackdown in Hong Kong and the post-Pelosi visit tensions over Taiwan have deepened the divide between the world’s two foremost powers. In 2021, Biden had told Xi of the need “to establish some common-sense guardrails” to ensure that the two do not get into an inadvertent conflict. Last November following their summit meeting in Bali, Biden said that “I am not looking for conflict, I’m looking to manage this competition responsibly” At the meeting, Xi called Taiwan “the first red line” that must not be crossed in China-US relations. This was to be followed by a visit of US Secretary of State Antony Blinken to Beijing, but that was called off last minute because of the balloon episode. Blinken met Wang at the Munich Security Conference later in February, but there was little forward movement. It may be recalled that last October, the US government put in place extensive new restrictions on China’s access to advanced semiconductors and the equipment used to make them. These restrictions were layered upon earlier decisions to restrict semiconductors to entities like Huawei and ZTE. Earlier this year, the US further tightened restrictions on the export of semiconductor manufacturing equipment to China. It coordinated with the governments of the Netherlands and Japan to tighten the guidelines. More recently, it has made it clear that it will restrict the actions of chipmakers who get funds under the CHIPs and Science Act. These restrictions are part of Washington’s effort to secure the supply of components that are needed for AI and supercomputers, as well as everyday electronics. In March came harsh signals from China. Speaking in March, President Xi Jinping for the first time named the US and said that it was in a policy of “comprehensive containment, encirclement and suppression against us.” The next day, the new Foreign Minister Qin Gang was more explicit. He slammed the US for equating the Ukraine issue with Taiwan and said that the “so-called ‘competition’ by the US is all-round containment and suppression a zero-sum game of life and death.” He warned that if the US “does not hit the brakes and continues to speed down the wrong path, no amount of guardrails can prevent derailing, and there will surely be conflict and confrontation.” In April, senior American officials have been trying to calm the turbulent waters. Last month, speaking at Johns Hopkins University, US Treasury Secretary Janet Yellen said that decoupling would be “disastrous” and that US goals relating to national security were not aimed at stifling China. She called for a plan of “constructive engagement” with three elements—national security of the US and its allies; an economic relationship based on “fair” competition; and cooperation on urgent global challenges. The Yellen speech was a comprehensive take on US approaches to China and struck what The New York Times said was a “notably positive tone” after months of tensions between the two countries. A week later, the tenor of her remarks was underscored by the National Security Advisor, Jake Sullivan at a speech at the Brookings Institution. Sullivan used the term “de-risking”, a term used earlier by EU Commission President Ursula von der Leyen: “We are for de-risking and diversifying, not decoupling,” he noted. Sullivan had earlier described the US policy of technology restrictions on China as creating a “small yard, with a high fence.” Now officials like Blinken, Yellen, Commerce Secretary Gina Raimondo and Secretary of Defence Lloyd Austin are trying to schedule meetings with their counterparts, but the going has been tough. According to Financial Times, the Chinese are reluctant to have Blinken visit because they were worried that the FBI may release the report based on the salvaged debris of the balloon. As for Austin, the problem is that his newly appointed counterpart General Li Shangfu is under US sanctions since 2018 in relation to Chinese imports of Russian arms when he was serving as a general. The US says that a meeting in third countries would not be affected by the sanctions, but it is unlikely that the Chinese will agree. General Li was appointed defence minister in March. With the tightening of the Western alliance in the wake of the Ukraine war, the US has sought to incorporate the European Union into its China project. Shortly after his three-day visit to China, French President Emmanuel Macron said in reference to Taiwan that Europe should not get caught up in crises “that are not ours”. Europe should try to be the “third pole” in the world order and that the need for Europe’s “strategic autonomy” was now accepted. But Washington points to a 30 March-speech by European Commission President Ursula von der Leyen where she said that it was neither viable nor in Europe’s interest to decouple from China, adding “We need to focus on de-risking—not decoupling.” She added in blunt language “The Chinese Communist Party’s clear goal is a systemic change of the international order with China at its center.” She added that it was there was a need for European companies to ensure that their “capital, expertise and knowledge are not used to enhance the military and intelligence capabilities of those who are also systemic rivals.” Just how much of the messaging from the US about the China relations is sincere, and how much of it is aimed at reassuring nervous allies who feel that Washington’s policies could have a negative impact on them is not clear. But Washington’s agenda remains clear. Speaking last week in Japan, where she is attending the meeting of G7 finance ministers, Yellen called for “coordinated action” by G7 nations against Chinese use of “economic coercion” against other countries. She also said that Washington has been considering the imposition of additional “narrowly targeted restrictions on outbound investment to China,” and that these have been discussed with other G7 partners. She said these would be targeted at technologies “where there are clear national security implications.” But as of now, it does appear as though the two sides are trying to create what David Ignatius called “a framework for constructive engagement.” There is some optimism arising from the detailed discussions that Sullivan and Wang held in Vienna which, as we note were described by both as “candid” and “constructive”. Both sides perceive the need to stabilise their relationship given the role the two countries play in world affairs. With the US going into election mode, it is not clear how long this period where the two sides are trying to work out a new modus vivendi will last. Engagement with China could become a political liability in the US where, if there is consensus on one issue, it is that of a hardline on China. World and New World Journal does not take positions on policy issues; the views represented herein are those of the author(s) and do not necessarily reflect the views of World and New World Journal. 

Defense & Security
Move Forward Party leader and prime ministerial candidate Pita Limjaroenrat leads a victory parade with fellow party members and supporters outside Bangkok City Hall on May 15, 2023

The Move Forward Party: Surge in Momentum, But Obstacles Ahead

by Napon Jatusripitak

The Move Forward Party (MFP) has achieved a stunning victory in the May 2023 general elections. Preliminary results released by the Election Commission of Thailand indicate that the MFP won 113 constituency seats and garnered 14 million party-list votes, resulting in 39 additional party-list seats. This remarkable outcome — 152 seats in total — makes the MFP the party with the largest number of seats in the House, providing it with the popular mandate to lead the formation of the next governing coalition. The MFP’s triumph marks a turning point in Thai politics, ending the longstanding winning streak of Thaksin-aligned parties since 2001 and signalling a clear rejection of Thailand’s conservative status quo. Contrary to conventional wisdom, which suggests that the MFP’s support base is confined to urban areas where university students are registered to vote, the MFP’s electoral success extends far and wide. In Bangkok, the party won 32 of 33 House seats; only one went to a candidate from Pheu Thai, which is aligned to Thaksin Shinawatra, the former premier in exile. Furthermore, the MFP managed to unseat entrenched political dynasties like the Asavahames in Samut Prakan and the Khunpluems in Chon Buri, who were considered invincible due to their deep-rooted patronage networks and local influence. The party even gained seats in traditional strongholds of the Pheu Thai party, such as seven out of 10 seats in Chiang Mai in the North, and one out of 10 seats in Udon Thani in the Northeast. The MFP’s strong performance, both nationally and provincially, is even more impressive given the changes in the political and institutional landscape. In the previous 2019 election, the Future Forward Party (FFP), the precursor to the MFP, won 31 constituency seats, a significant accomplishment for a newly formed party. However, this success was often attributed to fortuitous circumstances, as the FFP faced no direct competition from Pheu Thai in 100 constituencies. There, Pheu Thai opted not to field candidates to avoid contesting its sister party, the Thai Raksa Chart Party. The latter was dissolved by a court ruling for nominating as its prime ministerial candidate Princess Ubolratana, the elder sister of King. Similarly, the FFP won 50 party-list seats after receiving 6.33 million votes. This was attributed to the single-ballot Mixed Member Apportionment electoral system, which made it easier for smaller parties to secure party-list seats and reduced the zero-sum nature of constituency elections. Given Pheu Thai’s extensive campaigning in this election and the assumption that changes to the electoral system would hinder the MFP’s ability to convert support into House seats, significant losses for the MFP were expected. However, the party emerged even stronger than before. How is this so? A combination of factors contributed to the MFP’s “tsunami” surge. Some credit must be given to the party’s effective use of social media platforms. This allowed it to showcase its solid performance as an opposition party and engage with a broad coalition of supporters, bypassing traditional campaign methods that rely on vote-canvassing networks. The MFP appealed to these supporters, many of whom are younger generations of voters who previously had limited interest in politics or attachment to political parties, using ideology rather than patronage. The MFP’s success can also be attributed to its ability to capitalise on the momentum of pro-democracy movements since 2020. As a party that acts as an intermediary between social movements and parliamentary politics, the MFP carried out several activities, including bailing out detained activists, integrating them into its ranks, and pledging to translate their demands into tangible policies and legislative action. The MFP’s platform is also noteworthy for the clarity of its message, particularly its firm stance on amending Article 112 (the lese majeste law) and refusal to form a coalition government with generals involved in the May 2014 coup. This set it apart from rival parties such as Pheu Thai, which has been equivocal from the outset. In contrast to Pheu Thai, whose de facto leader Thaksin Shinawatra has signalled a willingness to compromise with actors associated with the Prayut regime, the MFP represents a strong and unequivocal repudiation of that regime. This could have caused fence-sitting supporters of both parties to vote in favour of the MFP. Finally, it is important to highlight the charismatic appeal of Pita Limjaroenrat, the leader and prime ministerial candidate of the MFP. Pita has proven extremely popular with large swathes of the electorate, even among older individuals and those who are not progressive-leaning. During the final stretch of the campaign, Pita performed well in public debates and captured the limelight in all media appearances. This overshadowed all other candidates, including Pheu Thai’s Paetongtarn Shinawatra, who receded from the spotlight due to childbirth on May Day. Ultimately, however, the MFP’s dramatic rise is perhaps best explained by the historical moment in which these factors converged. For nearly two decades, Thai politics has been trapped in a vicious cycle of power struggles between forces allied with the Shinawatras and those backed by the military and conservative establishment. As a consequence, Thai people, especially younger generations who bear the burden of crises stemming from political divisions not of their making, have grown disillusioned. They are weary of military strongmen whose ambitions for power undermine democratic institutions, traditional political and bureaucratic elites who preach good governance but do not practice it, and democratically elected governments that seem more accountable to oligarchic interests than the will of the people. Above all, they are frustrated by a dysfunctional political system that responds to their calls for greater freedom with deafening silence or even violence. Therefore, the MFP’s rise cannot solely be attributed to its campaign strategy, positioning, policy substance, or leadership. It also reflects the pent-up grievances and aspirations for a better future projected onto the party by millions of Thais. While the MFP’s triumph symbolises a resounding call for change and a new beginning, there are huge challenges ahead. The appointed Senate and the looming intervention from stakeholders of Thailand’s conservative status quo pose significant obstacles to structural reform. Whether the MFP can bring lasting change remains to be seen.

Defense & Security
Prime Minister Rishi Sunak greets Volodymyr Zelensky

Zelensky’s European tour has won critical support for Ukraine’s counter-offensive

by Stefan Wolff

Zelensky’s European tour has won critical support for Ukraine’s counter-offensiveAs the war in Ukraine intensifies, President Volodymyr Zelensky has concluded a series of successful visits to Rome, Berlin, Paris and London to shore up support from key allies. The timing of Zelensky’s visit is critical for Ukraine’s efforts on the battlefield and beyond. It has allowed the Ukrainian presidenta and his main European allies to coordinate their approach on the economic and diplomatic fronts of the war as well, which will be equally decisive in determining how this war will end, and when. Military support from his allies has been on top of Zelensky’s agenda during his whistle-stop tour of Europe. And finally, it seems that Ukraine’s European allies are following in Washington’s footsteps and moving beyond their earlier hesitation to provide Kyiv with more equipment for its upcoming counter-offensive in Bakhmut. On Saturday, May 13, ahead of Zelenskiy’s arrival in Berlin, Germany announced a further €2.7 billion (£2.35 billion) of support, including much-needed quantities of artillery ammunition. In addition, German arms manufacturer Rheinmetall confirmed a joint venture with Ukraine’s Ukroboronprom to build and repair tanks in Ukraine. On Sunday, May 14, Zelensky secured promises in Paris from the French president, Emmanuel Macron, for new armoured vehicles and air defence systems. On Monday, May 15, British prime minister Rishi Sunak agreed to provide Ukraine with hundred of attack drones, in addition to the Storm Shadow cruise missiles that have already been delivered to strengthen Ukraine’s air defences. These commitments are important for providing Ukraine with the ammunition, equipment, training and repairs the country needs against a Russian adversary that has significant manpower advantages. This does not guarantee a sweeping success of the anticipated Ukrainian counter-offensive, but it will make serious gains on the battlefield more likely for Kyiv. And it signals a commitment by its western partners to back this offensive with more than encouraging noises.The sanctions gameThe war in Ukraine is not only fought, and can not only be won, on the battlefield. From the beginning, the western approach was twofold: strengthen Ukraine and weaken Russia. The latter was achieved through unprecedented sanctions, with the EU now on its tenth sanctions package since Russia annexed Crimea in 2014. The EU is now discussing the eleventh sanctions package, this time with a focus on enforcing existing sanctions and closing loopholes by imposing secondary sanctions against countries, companies and individuals deliberately circumventing the existing sanctions against Russia. Sanctions will also be discussed at the G7 summit in Hiroshima, Japan, from May 19 to 21. Further measures are expected to target the Russian energy sector and place more limitations on exports to Russia. The four European countries Zelensky visited in the past few days – France, Germany, Italy and the UK – are all members of the G7, while the EU attends as an observer. Including other members the US, Japan and Canada, the G7 represents some of Ukraine’s most powerful partners who will send an unambiguous message to Russia concerning sanctions and their enforcement. This will not break the Russian war machine, but it will make it more costly, including for Russia’s few remaining allies, to sustain the war effort in Ukraine at the current level. Seen from this longer-term perspective, it also makes Ukrainian gains in any counter-offensive more sustainable by limiting Russia’s capabilities to mount any offensives in the future.The third front: diplomacyMeanwhile, Chinese envoy Li Hui is beginning his tour of European capitals, including Moscow and Kyiv, to explore a political settlement for the war in Ukraine. This made it important for Zelensky to be sure that his red lines are clearly understood, accepted and communicated by Rome, Berlin, Paris and London. The support from these European capitals is no longer in doubt. And neither is support from Brussels. Nato secretary general Jens Stoltenberg was clear in his message at the Copenhagen Democracy Summit on May 15: he expects the alliance to commit to a multi-year support programme to help Ukraine move towards Nato military standards. This will be discussed at the Nato summit in Vilnius in July. The EU is considering a new China strategy, including how it can engage with China on the war in Ukraine. The union is open to such an engagement and has cautiously welcomed China’s position paper in this respect. But it is a major win for Zelensky that the president of the European Commission, Ursula von der Leyen, backed Zelensky’s peace plan which, among other things, rules out any territorial compromises. Zelensky’s visits to Rome, Berlin, Paris and London are part of an ongoing positioning of the major allies in this war. For the Ukrainian president, it was critical to make sure that he keeps the west united behind his efforts to defeat Russia. His apparent success in doing so indicates that he presented his European counterparts with a credible plan and realistic requirements for support. Yet it is also clear that Kyiv and its partners in Europe and beyond realise that there will eventually come a point at which they will have to negotiate an end to the war with Russia. The evident strength of western unity and commitment that has transpired over the past few days is as much a message of support to Ukraine as it is one of deterrence for Russia and caution to China. The way it will be received there will determine how soon a negotiated settlement will be possible that restores Ukraine’s sovereignty and territorial integrity.