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Defense & Security
Map of the Red Sea, with the location encircled

The Red Sea crisis is a new blow to global supply chains.

by Salvador Sánchez Tapia

In March 2021, the container ship Ever Given ran aground in the Suez Canal. The six days the canal remained closed raised a wave of concern worldwide as it blocked passage through this strategic route, which handles 30% of the world's container traffic. The incident caused serious delays in global supply chains, with its effects still being felt months after the crisis. The concern over the Ever Given case now pales in comparison to that provoked by attacks from the Houthi rebels, a Yemeni insurgent group, in the vicinity of the Bab el-Mandeb Strait, at the entrance of the Red Sea, on the route from European markets through the Suez Canal. In early November 2023, this rebel group began bombarding Israeli and American targets in support of the Palestinian group Hamas. Their attacks, which have extended to commercial traffic venturing through the area, aim to provoke a collapse that forces Israel to halt its offensive in Gaza. Cost overruns and longer distances The impact of this situation on the global economy is not easily quantifiable, but initially, it has led to higher insurance costs for those who continue to use this route. Also, there are additional costs for shipping companies that, to avoid the area, have decided to divert traffic towards the route around the Cape of Good Hope. At 9,000 kilometers and 14 days longer, this route is currently safer than the Suez Canal. Furthermore, it can be expected that sustained tension in this area will eventually lead to an increase in energy prices. Approximately 12% of the world's traded oil passes through the Suez, first passing through the Bab el-Mandeb Strait. All of this adds to the extra costs generated by delays resulting from circumnavigating Africa and the possibility of imbalances between supply and demand for inputs. All these factors create a scenario that, if sustained, will likely translate into an increase in consumer prices and a resurgence of inflation. This situation directly affects Europe, but also countries like China or India, not to mention the very negative effect it has on the economy of Egypt, the country that controls the Suez Canal. Difficulties and Risks This is not the only maritime passage facing difficulties. In Panama, the decrease in the depth of the canal, as a result of a prolonged drought, prevents the passage of heavier vessels, which must seek alternatives, often more expensive. Furthermore, it cannot be ruled out that, due to their location in areas of great geostrategic importance, the Strait of Hormuz (Persian Gulf) or the Strait of Malacca (Southeast Asia) may also become sources of instability, crucial points for international maritime transport. If instability persists, the search for alternative routes becomes an evident necessity. In fact, it is already underway. Besides the one around Africa, other routes to connect Asia and Europe could be explored: the Arctic route, limited by environmental and geopolitical reasons, could contribute, albeit probably modestly, to alleviating the situation. Others that combine land and sea segments could also do so. However, this latter option is complicated by the topography and the difficulty of finding routes that bypass conflict-ridden areas or do not give China the key to access them. Vulnerable Supply Chains Given the difficulties global supply chains have faced in less than five years (the COVID-19 lockdowns, the war in Ukraine, and now the attacks at the entrance of the Red Sea), it is pertinent to consider how to mitigate their vulnerability, whether it is advisable to redesign them, and even if free and globalized trade remains viable as it is known today. Issues such as redundancy in supply chains and diversification of suppliers and markets allow for the creation of resilient systems that ensure the flow of resources. Reconsidering the balance between just-in-time logistics and accumulation logistics to achieve greater autonomy would help cushion the effects of an interruption like the one currently experienced in the Red Sea. The other question is how to create an environment that restores freedom of navigation through the Suez Canal. The United States launched the "Guardian of Prosperity" operation, which has not been supported by all countries trading through the canal and has also raised suspicions among those who see it as an undesirable alignment with Israel or as a safe path to the regional extension of the war in Gaza. Finding a solution that does not involve increased costs at all levels of global supply chains will be difficult. Rather, the goal is to calculate whether this increase compensates for what could be lost if the current situation, increasingly subject to the instability of the international system, is maintained.

Diplomacy
Taiwan, EU and China Flag

The post-election Taiwanese economy: decisions ahead and takeaways for the European Union

by Alicia García-Herrero

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

Defense & Security
Russian and Iranian flags on matching puzzle pieces

Increased Iran-Russia Military Cooperation After the Ukraine Invasion: Impact of US/Western Sanctions

by Ian Dudgeon

Iran and Russia have entered a closer political, economic, and military relationship during the past two years, the trigger widely seen as the upsurge in defence cooperation following Russia’s full invasion of Ukraine in February 2022. This new relationship, described variously as a strategic alignment or strategic partnership, was seen by both Tehran and Moscow as necessary to meet mutual and separate critical national needs due to the restrictive effects on both of US and Western sanctions. Iran’s international affairs, since its 1979 Islamic revolution, have been largely shaped by two factors. The first is Iran’s strong adherence to national autonomy, maximum self-sufficiency, and non-alignment. The latter has included, as far as practical, a balance between East and West, or today, Global South and Global West. However, Iranians are cautious about trusting others. While, therefore, a strategic alignment with Russia, or potentially others, could be acceptable, a formal alliance that compromise’s autonomy, would not. The second factor is Iran’s relationship with the US, and in turn with Europe, other Western countries and the UN, and their use of sanctions to deter or change international adversarial differences. Iran-US relations since Iran’s 1979 Islamic revolution have been tense and conflicted, and especially with Iranian-supported regional state and non-state militia. Major US concerns include Iran’s support for “state and non-state terrorism,” human rights abuses, missile development, and their potential, some say intent, to develop a nuclear weapons capability. Decades of broadly-based US sanctions, along with EU and UN sanctions, the latter mostly nuclear related, have strongly impacted the nation. The one short period of Iran-US rapprochement commenced in 2016 when President Barack Obama successfully brought Iran onboard as a signatory to the Joint Comprehensive Plan of Action (the JCPOA) or nuclear agreement. Obama’s aim was to firstly resolve the nuclear issue and use this as the stepping-stone to negotiations on other regional security issues. But this two-step process was undone by President Donald Trump‘s 2018 decision to unilaterally withdraw from the JCPOA and reimpose US primary and secondary sanctions. Trump’s action, and President Joe Biden’s subsequent “failure” to rejoin the JCPOA and repeal related US sanctions, bitterly disappointed a large cast of international stakeholders, including Iran’s moderates and other JCPOA signatories. For Iran, the US could not be trusted to seriously seek rapprochement and repeal US sanctions either before, or foreseeably after, this year’s US presidential elections. This distrust extended also to the Europeans and others who would continue to remain subject to US secondary sanctions. Iran saw its future fundamentally with countries that were willing to openly trade with them, notwithstanding US sanctions, and other countries or organisations that were prepared to overlook or actively circumvent or evade sanctions. Multilateral outreach included Iran joining two major non-aligned groups in 2023, the SCO (Shanghai Cooperation Organisation) and BRICS+6 (Brazil, Russia, India, China, South Africa + 6). These comprise some 40 percent and 46 percent respectively of the world’s population, and some 20 percent and 30 percent of global GDP. BRICS also includes some 40 percent of global oil production. Key members of both include Russia, China, and India. Saudi Arabia, the UAE, and Egypt are part of the “+6 members” of BRICS, and are also Dialogue Partners of the SCO. Both organisations offer significant additional political and economic networking opportunities and economic options. Bilaterally, the relationship between Tehran and Moscow, from its imperialist Shah/Tsar and post-revolutionary Iran and USSR/Russia iterations to the late 1980s, has had its share of tensions and conflict, including territorial disputes. The past 30-year period from the early 1990s to 2021, however, has been relatively stable. Geographic proximity, including a maritime border across the Caspian Sea, facilitated a significant increase in trade, reportedly from some US$1 billion in 2005 to US$3.3 billion in 2021. Mutual security interests also saw an increase in regional military cooperation, including joint operations against ISIS in Syria, and increased Russian sales of military equipment to Iran. The relationship changed significantly in early 2022 due to Russia’s increased military equipment needs, and to help offset the broad impact of sanctions imposed by the US, the EU, and others on Russia in response to its invasion of Ukraine. Militarily, increased Iranian defence sales to Russia have included a range of munitions, UAV (unmanned aerial vehicles) systems, and potentially Iranian short range ballistic missiles (SRBMs). The UAV deal includes the construction of a factory for manufacturing thousands of Iranian drones in Russia’s Tartarstan province. In return Russia has sold, or agreed to sell, to Iran a range of advanced weapons systems, including the S-400 air-defence missile, helicopters, and SU 34 fighters. Enhanced cyber and satellite cooperation was also agreed. Russia has also passed to Iran many of the high technology Western weapons systems captured in Ukraine, enabling Iran to evaluate, copy, and develop counter-measures. Significantly, this new level of Iranian-Russian cooperation has lifted the military capability of both, with implications for the Middle East and Ukraine respectively. But how effective have the sanctions been? Iran has been subject to harsh sanctions since 1979, and developed a “resistance economy” involving official and extensive unofficial trade and financing arrangements. Because many related statistics are unreliable or unavailable, official GDP estimates may be highly inaccurate. Importantly, however, and despite fluctuations, the World Bank shows a consistent decline in Iran’s GDP since 1979. For Russia, due to shifting markets and higher prices for oil since early 2022, their GDP contracted some 2 percent only that year compared to a prediction of more than 11 percent, and has mostly recovered since. Economically, despite the challenges of sanctions, bilateral cooperation is strong, both economies still function, and their governments remain stable. Militarily, sanctions have facilitated closer cooperation between Iran and Russia, contrary to US, NATO, and allied interests. Are there areas for the US to negotiate the lifting of sanctions with Iran and Russia? US priorities for Iran could include rejoining the JCPOA, facilitating a reduction or cessation of state and non-state militia attacks against regional Israeli, US, and related maritime targets, and restricting specified military cooperation with Russia. US priorities for Russia could include various ceasefire compromises involving the war in the Ukraine, and restricting specified military cooperation with Iran. And the likelihood of progress? For the reasons above, progress on any issue between the US and Iran is very unlikely before this year’s US presidential elections. If or when afterwards would depend in large part on who was elected. For Russia, a ceasefire compromise in Ukraine could be possible if it gave them “temporary” retention of vast tracts of land captured post-2022. Timing will be dictated by battlefield outcomes, but the US Senate approval on 13 February of an additional US$60 billion of military assistance to the Ukraine, and its likely approval by Congress, makes a ceasefire in the foreseeable future unlikely.

Defense & Security
The Iranian, American and a pirate flag in the Red Sea

‘America is the mother of terrorism’: why the Houthis’ new slogan is important for understanding the Middle East

by Sarah G. Phillips

Yemen’s Houthi militants continue to disrupt shipping in the Red Sea, undeterred by the intensifying Western airstrikes or the group’s re-designation as a “global terrorist” organisation. As their attacks have intensified, the group’s slogan (or sarkha, meaning “scream”) has also gained notoriety. Banners bearing the sarkha dot the streets in areas of Yemen under Houthi control and are brandished by supporters at their rallies. It declares: “God is Great, death to America, death to Israel, a curse upon the Jews, victory to Islam.” (The mentions of the Houthis’ enemies appear in a red font resembling barbed wire). Many commentators are quick to point out the origins of the sarkha can be traced to a motto from the Iranian revolution. The link reveals the longstanding relationship between the Houthis and their principal regional backer, Iran. The sarkha also carries an anti-imperialist message, which has caused some outside analysts to overestimate the Houthis’ local legitimacy and diminish the suffering of ordinary Yemenis living under their brutal and exclusionary rule. Since the Houthis’ re-designation as a global terrorist organisation, another slogan has become prevalent on placards at their rallies. Set against a red background, it reads: “America is the mother of terrorism.” At first glance, this appears to be an extension of the ideological sentiments conveyed in the sarkha. However, this slogan also reflects the complexity of Yemeni views about US counterterrorism interventions and the widespread belief that these have provided terrorist groups with the oxygen they need to survive. Terror groups as a tool of the state The US has long been criticised for disproportionately killing civilians in counterterrorism strikes. Some experts argue this may create more “terrorists” than it kills. Another critique: it was the Central Intelligence Agency (CIA) that originally supported Osama bin Laden and the mujahideen in Afghanistan in an attempt to trap the Soviet Union in an unwinnable war, making the US at least somewhat responsible for what followed. However, there are other layers to these slogans that are less intuitively understood by a Western audience. The West’s reflexive support for authoritarian leaders who claim to be targeting terrorism is widely seen in Yemen (and throughout the Middle East) as fuelling a symbiotic relationship between oppressive regimes, terrorist groups and Western-led military interventions. For many in the region, groups like al-Qaeda and Islamic State function, in part, as “tools” that Western-backed authoritarian leaders use to maintain their power. They provide plausible deniability for the violence these leaders use against civilians, or support their pitch that “if I’m gone, terrorists will take over the country”. In Yemen, there is a long history of allegations that Western-backed leaders have: • released al-Qaeda prisoners so they could regroup • facilitated al-Qaeda attacks against local and foreign targets • misdirected US strikes to kill political opponents rather than al-Qaeda leaders. The West’s regional partners, such as Saudi Arabia and the United Arab Emirates, have also been accused of recruiting al-Qaeda members to fight in paramilitary forces against Yemeni opponents. As a result, many Yemenis wouldn’t view al-Qaeda or Islamic State as being completely separate from those in charge of the country. Rather, they often see these terrorist groups as helping to reinforce the status quo. This view is, of course, diametrically opposed to Western understandings of al-Qaeda or Islamic State. In the West, these groups are framed as rebels seeking to overturn the state. But across the region, many believe these relationships defy simple categories like “state versus insurgent” or “friend versus enemy” because terror groups can be both at once. One Yemeni analyst articulated the frustration of trying to explain the symbiotic relationship between terrorist groups and authoritarian leaders in the Middle East: It’s easier to tell a kid that Santa Claus isn’t real than to get foreigners to see what al-Qaeda in Yemen really is. Why the West’s policies are backfiring For the Houthis, America’s alleged role in helping to fuel terrorist groups has been a longstanding part of the group’s messaging. Over a decade ago – two years before the Houthis seized the Yemeni capital and sparked a lengthy war – I visited a northern town where there were several large, freshly painted murals bearing the statement “al-Qaeda is American made”. When I asked residents about the this, they appeared to see the statement as a banal declaration of fact. They were more impressed by the “nice handwriting” than the message. (Like the banners bearing the sarkha, the murals used a red barbed-wire font for the word “America”.) The Houthis’ message about American complicity in terrorism resonates because it works at several levels. It gestures to the violence unleashed by the US-led invasion and occupation of Iraq, the near-unconditional support the US provides to Israel, and the military, carceral and political support the US and its Western partners provide authoritarian leaders in the region. It also gets at the profound sense within Yemen (and across the region) that the political status quo is sustained by violent regimes. And that terrorist groups like al-Qaeda – and the counterterrorism interventions they invite – are part of how those regimes maintain their power. Of course, the violence the Houthis use to sustain their own power is an irony that should not be lost. The Houthis are widely despised by Yemenis who live under their rule. Even so, their messaging taps into widespread views about the drivers of regional violence that some Western observers have long dismissed. Indeed, the complexities that underpin the Houthis’ new slogan help explain why Western policy across the region will continue to backfire. Put bluntly, people in the region see Western policymakers as blind to their historical record of strengthening the enemies they come to fight. The fact that Western airstrikes are giving the Houthis a legitimacy that was previously unimaginable is ominous. Unfortunately for Yemeni civilians, the Houthis’ stance against Israel will increase their appeal to those who know little of what it is like to live with them. It will also make it even harder for Yemenis to dislodge them from power.

Defense & Security
Map of the Korean Peninsula

Precarious Year Ahead for the Korean Peninsula

by Bruce Klingner

SUMMARY The Korean Peninsula seems always to be on the knife edge of calamity. North Korea’s growing nuclear arsenal, its more threatening language, and the potential for more provocative and aggressive actions are a volatile combination. Overreacting to Pyongyang’s inflammatory threatening language is dangerous, but so is dismissing potential signals of a resumption of deadly tactical attacks. Indications are that this year will be even busier for Korea watchers who long ago learned to keep both a pot of coffee and a bottle of scotch nearby to deal with the inevitable crises. KEY TAKEAWAYS 1. North Korea’s growing nuclear arsenal, its more threatening language, and the potential for more provocative and aggressive actions are a volatile combination. 2. Overreacting to Pyongyang’s inflammatory threatening language is dangerous, but so is dismissing potential signals of a resumption of deadly tactical attacks. 3. Reducing the potential for invasion while increasing transparency with respect to military forces can reduce the potential for miscalculation and a military clash. It appears that 2024 is going to be a year for greater North Korean provocations, heightened tensions, and increased potential for tactical military clashes along the inter-Korean border. Pyongyang’s rhetoric and military posture have become more threatening, and the regime recently abandoned a military tension-reduction agreement with Seoul. That said, Pyongyang is unlikely to start a major war with South Korea and the United States deliberately. In other words, put your helmets on, but there’s no need to get under the desk just yet. More Bombastic and Threatening Rhetoric During major speeches in December 2023 and January, North Korean “Supreme Leader” Kim Jong-un described the Korean Peninsula as being “on the brink of a nuclear war” and called on his military to accelerate preparations for “a great event to suppress the whole territory of South Korea by mobilizing all physical means and forces including nuclear forces.”1 Kim warned that North Korea “does not want war, but we also have no intention of avoiding it” and that a “physical clash can be caused and escalated even by a slight accidental factor in the area along the Military Demarcation Line.”2 Kim Yo-jong, Kim Jong-un’s powerful sister, declared similarly that “the safety catch of [the] trigger of the Korean People's Army (KPA) had already been slipped” and that Pyongyang “will launch an immediate military strike if the enemy makes even a slight provocation.”3 Kim Jong-un also abandoned decades of North Korean policy seeking reconciliation and reunification with South Korea, instead describing inter-Korean relations as now being between “two hostile and belligerent states.”4 This declaration is particularly noteworthy because Kim is implicitly criticizing the unification policy of both his grandfather Kim Il-sung and his father Kim Jong-il. Such blasphemous remarks coming from anyone else would have immediate and dire consequences. To emphasize the new policy, Kim disbanded all government agencies devoted to relations with South Korea and demolished the massive monument to Korean unification that had been commissioned by his father Kim Jong-il, describing it as an “eyesore.”5 North Korea backed up its diatribes with artillery fire along the naval boundary off the west coast of the Korean Peninsula. Pyongyang fired a total of 350 shells during three consecutive days in early January, and South Korea responded by firing 400 artillery rounds. While all shells remained on each country’s side of the disputed Northern Limit Line that delineates the de facto maritime border between the two Koreas, they did land in the former buffer zone created by the 2018 inter-Korean Comprehensive Military Agreement. That bilateral risk-reduction accord had proscribed artillery fire and military drills near the border area. Pyongyang’s nullification of the agreement in November 2023 will return armed North and South Korean troops back to closer contact. Seoul announced that it would resume army, navy, and Marine Corps live-fire artillery drills and regiment-level field maneuvers within five kilometers of the Demilitarized Zone (DMZ).6 North Korea’s belligerent declarations, along with escalating provocations, may be intended to influence both the April 10 South Korean National Assembly election and the November U.S. presidential election. However, such actions would more likely affirm pre-existing progressive and conservative views rather than they would to induce any voters to change sides. Inexorably Growing Military Threat North Korea has been on a multi-year binge of testing and deploying improved nuclear-capable systems that can target South Korea, Japan, and the continental United States. Most recently, Pyongyang successfully launched a solid-fueled ICBM, a solid-fueled intermediate-range missile with a hypersonic maneuverable warhead, its first military reconnaissance satellite, submarine-launched cruise missiles, and an underwater nuclear-capable drone. Knowing that he is backed in the U.N. Security Council by China and Russia could embolden Kim Jong-un to pursue even more provocative behavior. In the past, Beijing and Moscow were willing to impose U.N. resolutions and sanctions after North Korean ICBM and nuclear tests, but both countries now block new international actions in response to Pyongyang’s repeated violations of previous U.N. resolutions. North Korea could conduct its long-awaited seventh nuclear test—either of a new generation of tactical battlefield nuclear weapons or of Kim’s promised “super large” weapon. In its last nuclear test in 2017, Pyongyang exploded a hydrogen bomb at least 10 times as powerful as the 1945 atomic weapons used against Hiroshima and Nagasaki. The regime could also launch an ICBM over Japan and demonstrate multiple-warhead or re-entry vehicle capabilities. To date, all ICBM launches have been on a nearly vertical lofted trajectory to avoid flying over other countries. North Korean provocations are expected to increase in the run-up to the annual U.S.–South Korean large-scale military exercises in March. Trilateral Axis of Authoritarianism Pyongyang’s recently strengthened relationship with Moscow is another cause for concern. In return for shipping over a million artillery shells and rockets to Russia for Moscow to use in its attacks on Ukraine, North Korea is likely to receive some military technology. While some experts believe that this could include nuclear warhead, re-entry vehicle, or ICBM technology, Moscow is less likely to provide those “crown jewels” than it is to provide lower-level conventional weapon technology. However, any Russian assistance to improve North Korean weapons is worrisome to the U.S. and its allies. Both China and North Korea responded to Russia’s invasion of Ukraine by increasing their economic and military support to Moscow. There is growing apprehension of the risk of horizontal escalation in which Beijing or Pyongyang could take advantage of the global focus on crises in Ukraine and the Middle East to initiate their own coercive or military actions against Taiwan or South Korea. Clashes but Not War Some experts speculate that the situation on the Korean Peninsula is the most dangerous it has been since the 1950 North Korean invasion of the south and that Kim Jong-un has already made the strategic decision to go to war.7 However, despite its menacing posturing, Pyongyang would not have sent massive amounts of artillery shells and rockets as well as dozens of its new KN-23 missiles to Russia if it were contemplating starting a war with South Korea. Nor has any buildup of North Korea military forces along the inter-Korean border been detected. More probable is another tactical-level military clash along the DMZ or maritime Northern Limit Line. South Korean officials privately comment that they cannot rule out another deadly North Korean attack such as the 2010 sinking of the South Korean naval ship Cheonan and shelling of Yeonpyeong Island, which cumulatively killed 50 South Koreans. Danger of Stumbling Into Major Conflict Both Koreas have been more vocal in their vows to strike preemptively if they perceive—or misperceive—the other side as preparing for an attack. In 2022, North Korea revised its nuclear law and disturbingly lowered the threshold for its use of nuclear weapons. The regime is developing smaller tactical nuclear warheads for deployment to forward-based units, and their proximity to allied forces across the DMZ could lead to a “use it or lose it” strategy for its vulnerable nuclear arsenal during the early stages of a conflict. South Korean President Yoon Suk Yeol has shown a greater willingness to respond firmly to North Korean threats than his predecessor did. He directed enhancement of South Korea’s preemptive attack capabilities and declared, “Should North Korea make a provocation, we will punish it many times over.”8 He told his military to “immediately respond and retaliate before reporting to [higher authorities and] sternly and swiftly smash the enemy’s intentions to stage provocations on the spot.”9 The danger of miscalculated military action is real, even at a tactical level. In 2015, Seoul announced that North Korea had fired 13 artillery shells into South Korea and it had responded with 39 shells into the North. However, a subsequent investigation by United Nations Command revealed that there had been no North Korean military attack. Instead, South Korean counter-battery radar had misinterpreted a nearby lightning storm as inbound artillery fire. Luckily, North Korea did not respond to the unprovoked South Korean action. What Washington Should Do Washington must walk a fine line between maintaining a strong military posture to deter and if necessary respond to North Korean military actions while also minimizing the risk of inadvertent escalation into a strategic war. With this in mind, the U.S. should: • Enhance trilateral security cooperation. The U.S., along with South Korea and Japan, should continue ongoing efforts to increase coordination among their three militaries. South Korean President Yoon acknowledged the importance of Tokyo’s role in a Korean contingency, including the seven U.N. Command bases in Japan. During their August 2023 Camp David summit, the three leaders pledged even more extensive trilateral military exercises, real-time exchange of information on North Korean missile launches, and increased cooperation on ballistic missile defense. The leaders’ commitment to consult and coordinate responses to common security threats was a major step forward in trilateral military cooperation but stopped far short of formal alliance. The three countries should continue and expand the scope of the trilateral combined military exercises that resumed in 2022 after a four-year hiatus. The wide-ranging exercises reversed the degradation in allied deterrence and defense capabilities as did the resumption of U.S. rotational deployment of strategic nuclear-capable assets to the Korean theater of operations. • Ensure that military exercises are strong but constrained in location. The U.S. and its allies should be aware that any large-scale unannounced combined military operations close to North Korea’s borders run the risk of being misinterpreted by Pyongyang as preparations for an allied attack. Therefore, while maintaining high levels of military training, the exercises should be announced beforehand and not conducted close to North Korean forces along the DMZ. Washington should also counsel Seoul against highly escalatory responses to North Korean actions. However, appearing too heavy-handed in trying to curtail a South Korean response to a tactical-level attack risks undermining ongoing U.S. efforts to reassure Seoul of America’s commitment to its defense. After both 2010 North Korean attacks, South Korean officials privately complained that the U.S. had “sat on its ally” and prevented a South Korean retaliation. More recently, North Korea’s growing ability to hit the American homeland with nuclear weapons caused South Koreans to doubt the viability of the U.S. as an ally and led to greater domestic advocacy for an indigenous nuclear weapon program. • Push for risk-reduction talks. There seems to be little potential for a diplomatic off-ramp on the road to crisis with North Korea. Since late 2019, the regime has rejected all U.S. and South Korean entreaties for dialogue on any topic, including provision of humanitarian aid. Nor does Pyongyang’s cancelling the inter-Korean Comprehensive Military Agreement bode well for negotiations. However, the proximity of several militaries to each other, rising suspicions, and mutual threats of preemptive attacks are a recipe for disaster. Washington and Seoul should call on Pyongyang to discuss potential risk-reduction and military confidence-building measures similar to those in the Conventional Armed Forces in Europe Treaty and the accompanying Vienna Document of Confidence and Security Building Measures. Reducing the potential for either side to conduct a sudden-start invasion while increasing transparency with respect to military forces can lower tensions by reducing the potential for miscalculation leading to a military clash. Conclusion The Korean Peninsula seems always to be on the knife edge of calamity, but North Korea’s growing nuclear arsenal, its more threatening language, and the potential for more provocative and aggressive actions are a volatile combination. Overreacting to Pyongyang’s inflammatory threatening language is dangerous, but so is dismissing potential signals of a resumption of deadly tactical attacks. Indications are that this year will be even busier for Korea watchers who long ago learned to keep both a pot of coffee and a bottle of scotch nearby to deal with the inevitable crises.   References: 1- Korea Central News Agency, “Report on 9th Enlarged Plenum of 8th WPK Central Committee,” KCNA Watch, December 31, 2023, (accessed February 5, 2024). https://kcnawatch.org/newstream/1704027054-512008976/report-on-9th-enlarged-plenum-of-8th-wpk-central-committee/ 2- Ibid. and Brad Lendon and Gawon Bae, “North Korea’s Kim Vows to Dismantle Father’s Unification Arch as He Declares South Korea ‘Principal Enemy,’” CNN, January 16, 2024, https://www.cnn.com/2024/01/16/asia/north-korea-kim-unification-arch-intl-hnk/index.html (accessed February 5, 2024). 3- Reuters, “North Korea Vows Military Strike If Any Provocation, Fires Artillery Rounds,” January 7, 2024, https://www.reuters.com/world/asia-pacific/north-koreas-kim-yo-jong-vows-immediate-response-provocation-kcna-2024-01-07/ (accessed February 5, 2024). 4- Korea Central News Agency, “Report on 9th Enlarged Plenum of 8th WPK Central Committee.” 5- Lendon and Bae, “North Korea’s Kim Vows to Dismantle Father’s Unification Arch as He Declares South Korea ‘Principal Enemy.’” 6- Chae Yun-hwan, “Military Set to Resume Drills Halted Under 2018 Inter-Korean Accord Buffer Zones,” Yonhap News Agency, January 9, 2024, https://en.yna.co.kr/view/AEN20240109007400315#:~:text=SEOUL%2C%20Jan.,artillery%20firing%2C%20officials%20said%20Tuesday (accessed February 5, 2024). 7- Robert L. Carlin and Siegfried S. Hecker, “Is Kim Jong Un Preparing for War?” Henry L. Stimson Center, 38 North, January 11, 2024, https://www.38north.org/2024/01/is-kim-jong-un-preparing-for-war / (accessed February 5, 2024). 8- Sarah Kim, “After North Declares ‘Hostile’ Relations, Yoon Vows to ‘Punish’ Regime in Case of a Provocation,” Korea Joongang Daily, updated January 18, 2024, https://koreajoongangdaily.joins.com/news/2024-01-16/national/northKorea/Yoon-vows-to-punish-North-Korea-many-times-over-in-case-of-a-provocation-/1959411?detailWord= (accessed February 5, 2024). 9- Hyung-Jin Kim, “North Korea’s Kim Vows to Bolster War Readiness to Repel US-Led Confrontations,” Associated Press, updated December 28, 2023, https://apnews.com/article/north-korea-kim-party-meeting-missiles-27803fcfbfa9cb2a89d6fb5e824e9c0c (accessed February 5, 2024).

Diplomacy
Meloni and Selenskiy shaking hands

Ukraine policy in Rome

by Michael Feth , Nino Galetti

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.

Defense & Security
Flags of Palestine and Israel on a Map of the Middle East.

The Future of the Two-State Solution

by Dennis Altman

There can be no meaningful peace without full recognition of Palestinian sovereignty. Only new leadership and new vision, on both sides, will help. No issue of foreign policy that does not involve direct Australian military participation has caused as much division as the current Gaza War. There are several reasons for this. Since the creation of the state of Israel, Australia has been one of its staunchest supporters. Originally associated with Labor, because of Dr Herbert Evatt’s role in the United Nations and Bob Hawke’s infatuation with Israel, allegiances have shifted. After leaving office Hawke himself became more critical and former Foreign Ministers Gareth Evans and Bob Carr are now among Israel’s most trenchant critics, while the Liberals have embraced the Netanyahu government, seemingly impervious to criticisms of the carnage in Gaza. In part this is due to very effective pro-Israeli lobby groups and a Jewish community, which is one of the most ardently Zionist in the world. Another part is due to a reflexive mirroring of the United States; when Scott Morrison spoke of moving the Australian embassy from Tel Aviv to Jerusalem he was both following President Donald Trump and hoping to win over Jewish voters in the Wentworth by-election. Beyond these factors is a largely unspoken sense of identity with Israel, which projects itself as standing up for western values of democracy within a region marked by turbulence and autocracy. Israeli propaganda has been very effective in highlighting Hamas and Hezbollah terrorism while passing over atrocities performed by their own troops. That sense is increasingly being questioned by younger Australians, who see more clearly than the political class the realities of Israel/Palestine. Israel is unique in that it is a state that defines itself in ethnic terms but effectively governs a population half of whom do not share the definition of being a real Israeli. Yes, Arab citizens in Israel are recognised, but their status is legally other than that of Jewish Israelis. In the occupied West Bank the massive growth of Jewish settlements—now estimated to include over 700,000 people—has created a system that many observers liken to apartheid. Most importantly, it has made the idea of a two-state solution, which is the rhetorical fallback for almost all our politicians, impossible. There are many arguments about why progress towards such a solution, which seemed momentarily possible after the Oslo Accords of 1994, stalled, and both sides share responsibility. But the reality is that Israel, as the dominant power, effectively blocked any moves that might have given meaningful sovereignty to the Palestinians. Indeed it seems the Netanyahu government has gone further. Not only has it encouraged continuing settlements in areas that were designated as part of a Palestinian state, it appears that it tolerated the existence of Hamas in Gaza as a means of weakening the Palestinian Authority and therefore their ability to seek statehood. However the current conflict ends, it will leave behind such deep scars that only a combination of new leadership and new vision on both sides can find peace. There are several scenarios that are being advocated, and there is increasing interest in a single state, with strong communal protection for Jews and Palestinians. [Various possibilities of how this might evolve are discussed in the new edition of After Zionism, edited by Antony Lowenstein and Ahmed Moor]. If both Israelis and Palestinians have equal claims to the land—“From the river to the sea” is a slogan that supporters of both find appropriate—there is a massive imbalance between them. Israel has military might and the support of the United States; the Palestinians have guarded support from Iran and no more than rhetoric from the Arab world. As Gaza is relentlessly bombed, flights from Dubai and Abu Dhabi bring businessmen and tourists into Tel Aviv. Crucial to any settlement will be a willingness by Israel’s western defenders to put sufficient pressure on whomever is in government after the current conflict to make major concessions. Not only is the current government deeply tarnished by its security failures, it includes ministers who deny any Palestinian aspirations for sovereignty and speak openly of what can only be described as ethnic cleansing. While the current leadership of the Palestinian Authority is geriatric, corrupt, and incompetent, no Palestinian movement can accept the permanent denial of sovereignty which is Netanyahu’s often stated position. The Albanese government has inched away from total support for Israel, presumably with one eye on domestic sensitivities, inflamed by the Murdoch press, which consistently conflates denunciation of Israel with anti-Semitism. As Penny Wong is consistently attacked by both the Liberals and the Greens the government may well feel they are managing Australia’s response effectively, and Wong’s visit to the Middle East was a nicely calculated diplomatic coup. But there are ways in which Australia might go further, in particular by making it clear that the position of the current Israeli government is unacceptable, both morally and politically. I suspect a stronger stance by Australia would be welcomed by the Biden Administration, which is constrained by the politics of election year, and the president’s own long emotional ties to Israel, from exercising real pressure on the Netanyahu government. If Australia is to sound credible when speaking of human rights abuses in countries such as Myanmar and China, it needs to be willing to address them when it is inconvenient. That a plausible case can be made at the International Court of Justice against Israel on charges of genocide underlines the scale of the carnage currently experienced in Gaza. While it is possible to “stand in solidarity” with Israel in reaction to the brutality of 7 October, it is no longer possible to be “in solidarity” with the Netanyahu government.

Diplomacy
Two equestrian figures in front of the flags of Iran and Israel.

The Evolvement of Iran–Israel’s Rivalry in the Red Sea and Eastern Africa

by Hamid Talebian , Dr. Sara Bazoobandi

Abstract The rivalry between Iran and Israel has intensified over the past decades. Iran has continuously expanded its involvement across the region, which has led to a ‘balance of terror’ between the two countries. Various incidents of confrontation have occurred between the two countries in the Red Sea and East of Africa since 2010s. The Iranian regime, has been expanding its strategic depth into various regions, including Africa. Different Iranian administrations have adopted distinct policies in their term, that are influenced by various factors. The relations between Iran and East African countries have been transactional and facilitated by Iran’s effort to provide various forms of financial and military assistance in exchange for friendly diplomatic relations and ability to influence African leaders’ attitude towards the West and its allies, particularly Israel. This paper reviews the history of involvement of the two countries in these regions, and analyses how policies of confrontation in both countries have changed and developed over the different historical periods. The paper will have a particular focus on post-2005, because there is compelling evidence indicating a substantial expansion of Iran’s engagement in these regions. 1. Introduction The rivalry between Iran and Israel has intensified over the past decades. This has been inflamed by various regional events such as Iran’s involvement in Syria, its nuclear ambitions, and Israel’s unprecedented peace agreement with some of the Gulf Cooperation Countries, Sudan, and Morocco. Tehran and Israel have been persistently adopting strategies, to counter the influence of one another in various regions. Such strategies have created a ‘balance of terror’1 between the two countries, in which Iran is deterred by Israel’s military capability and Tel Aviv is anxious of Iran’s ‘strategic depth’ and its expansion2. The latter has been demonstrated in various regional crises, including the attacks on Israel in October 2023. Since 1979, the mainsprings of Iranian strategies have been to enhance the regime’s strategic depth while pursuing other objectives in support of what the senior political leaders in Iran refer to as ‘the geography of resistance’ 3. At the same time, Israeli policies have been framed around a fixation with maintaining security of the state of Israel. The country’s qualitative military edge is aimed at maintaining Israel’s security and military strength, against hostile neighbours, and other regional players including Iran and its proxies. This has led to many incidents of indirect confrontations that have occurred between the two countries in various regions, including in the Red Sea and East of Africa, since 2010s. This paper reviews the history of involvement of the two countries in these regions, and analyses how policies of confrontation in Tehran and Tel Aviv have changed and developed over the different historical periods. It will also explore how the Red Sea and East of Africa became a important zone for hostile strategies between the two countries. Since 1979, and despite Israel’s military and security supremacy over Iran that stems from its advanced air force, sophisticated anti-missile air defence system, and its powerful intelligence system, the country has increasingly become concerned with Iran’s strategies. The state of Israel had maintained a stable and peaceful relationship with Iran before the 1979 Islamic Revolution. However, after the Revolution the regime in Tehran has taken an extremely hostile position towards Israel, calling it a ‘cancerous tumour, that will be uprooted and destroyed’4. Given the outright hostility between the two countries since 1979, the focus of the analysis in this paper will be to evaluate post-Revolutionary formulation of Iran’s policies in the Red Sea and Eastern Africa regions that are directed at Israel. A brief overview of Iran’s pre-1979 policies in Africa is also provided as a valuable contextual component to enrich the analysis. The study reviewed various sources including academic literature and online news reports to collate data. Further, archival fieldwork was conducted at the National Archive of the United Kingdom (UK) to enrich the empirical evidence that is used in the analysis of the paper. During which the diplomatic catalogues of the archive, especially the Foreign Office (FO) and Foreign and Commonwealth Office (FCO) catalogues, were thoroughly examined to obtain relevant evidence. These catalogues contain a vast repository of data detailing interactions between the British government and foreign nations from 1782 to the present era.5 The documents that were reviewed at the National Archive have been extremely beneficial to clarify the relations between Iran and African countries. 2. Iran’s Engagement in Africa, a Historic Review Iran’s engagement with the African continent is a history of ebbs and flows, revolving around both continuity and change. Commencing before the Islamic revolution (1979), it began under the reign of Mohammadreza Pahlavi, the Shah of Iran, and took the form of a pro-status quo set of foreign policies aiming at perforating the increasing Nasserist and communist-Soviet presence in the Sub-Saharan Africa.6 The Shah was particularly concerned about the growing influence of the Soviet Union and communist-backed regimes in the Horn of Africa and perceived the latter as a significant security threat to his rule. Additionally, a mixture of geopolitical and regional developments in the early 70s such as the cold war and great power competitions, the British withdrawal from the Persian Gulf, and decline of Arab nationalism after the death of Jamal Abdul Nasser, made the Shah more confident in pursuing an independent and more balanced foreign policy. The Shah had ambitions to take the leading role as the security provider of the Indian Ocean in collaboration with its other littoral states. Against that backdrop, the Horn of Africa became strategically important for the Shah and, therefore, Iran pursued strategies that were aimed at growing the country’s influence in the region, particularly through closer ties with Ethiopia, Kenya, and South Africa.7 Additionally, Iran at the time sought to strengthen diplomatic alliance within the international forums such as the United Nations General Assembly, and its Security Council. This was mainly due to Iran’s contentious position with the Arab world over territorial disputes with Bahrain and with the United Arab Emirates over the three islands in the Persian Gulf.8 With the oil crisis largely looming in the early 70s and growing oil revenues, Iran was able to afford transactional relationships with African states, some of which were in dire need for financial aid, to gain diplomatic support. The historical rise of oil export income prompted the Shah’s ambitions to portray Iran as an altruistic nation willing to provide humanitarian and development assistance to poor African countries. During this period Iran had a balanced position in relation to the state of Israel, except on the Israeli-Palestinian conflict. Iran’s view on the Palestinian issue was aligned with the Arab worlds and as British diplomatic records indicates, Tehran’s position on this issue was built on ‘Third-Worldism’ and anti-colonial rhetoric with the aim of distancing from, but simultaneously pressuring, the United States.9 Despite that, the Israeli government was relatively close to the government of the Shah and supported Iran’s activities in Africa, including in the Horn. The Shah personally believed that a united front in the Horn. constituting of Iran, Israel, and Ethiopia, would be a stabilising force and will bring security to the Horn of Africa.10 The 1979 Islamic Revolution changed Iran’s foreign policy direction on many levels. One of the driving forces of Iran’s foreign policy since the Revolution had been the state’s ideology. Iran’s post-Revolutionary political leaders have viewed the African Muslim communities as fertile ground for ‘exporting the Islamic revolution’ and expanding the geopolitics of Shiism.11 In Zimbabwe, for instance, the activities of the Iranian embassy has raised concerns as the security forces have been anxious about promotion of ‘Islamic fundamentalism’ and ‘indoctrination of young Zimbabweans’.12 Moreover, since the early years of the Revolution, the IRI have pursued diplomatic relations with African countries predominantly to counter economic and diplomatic influence of the West and its allies, including Israel. Through establishing transactional relationship with African states, in which the IRI provided African states with financial support, military assistance, and cooperation in development areas, Iran has been seeking to persuade African countries to limit ties with Israel. Moreover, from the early years after the Revolution, the IRI has been seeking to expand its diplomatic ties with Africa to gain international recognition and legitimacy. One of the early diplomatic initiatives of the IRI in the continent was the diplomatic tour of Ayatollah Khamenei in 1986, in his capacity as the president at the time.13 Through that initiative, launched by Khamenei’s tour to Southern African countries, the IRI sought to expand its relations with the region mostly to break the country’s post-Revolution diplomatic isolation. Entangled in a long war with Iraq, that started right after the Revolution, the IRI was increasingly detached from the international community. Africa was at the time the most accessible region for Iran to connect with. In exchange, Iran offered development assistance, that was mostly channelled through Construction Jihad,14 and oil supplies. In the aftermath of Iran-Iraq war and under the post-Cold War global dynamics, Iran’ former President, Hashemi Rafsanjani adopted a foreign policy approach aimed at normalising the IRI internationally.15,16 He actively followed up with diplomatic initiatives that were launched in the previous decade to invigorate Iran’s Africa policy by fomenting the transactional relationships. The expansion of relations between the IRI and Sudan is a great example of such initiatives. The IRI became one of the strongest allies of the ruling Islamic regime in Sudan. Iran invested in a variety of infrastructure projects in Sudan, including a 10 million US dollar road construction, connecting the North of the country to the South. The project was finished during Rafsanjani’s successor, former President Mohammad Khatami, term in office and was reportedly built by the Construction Jihad.17 Further, Iran provided military support for Omar-Al-Bashir’s government. Rafsanjani reportedly provided 300 million US dollar credit to Sudanese government to finance Al-Bashir’s purchase of Chinese weaponry.18 Some of the diplomatic initiatives that were launched in Africa during Rafsanjani’s presidency were continued during Khatami’s presidency. While maintaining relationships with some of the friendly states of Africa, such as Sudan, was carried over by Khatami’s administration, some of the cooperation deals and financial promises that were made during Rafsanjani’s presidency were abandoned. Africa played a minimal role in his foreign policy agenda and priorities that were revolving around the notion of ‘Dialogue of Civilisations’ and rapprochement with the West.19 When Khatami’s successor, former President Mahmoud Ahmadinejad came to office, his government reignited the abandoned initiatives in Africa. His government launched a comprehensive initiative to develop new ties and strengthen the old links with African states. Ahmadinejad’s Africa policy was a crucial element of his government’s populist politics, providing an exemplary opportunity for his administration to showcase their support for the underprivileged nations in Africa. 3. Principalists’ Role in Iran’s Africa Policy Presidency of Ahmadinejad in 2005 was a turning point in the rise of the so-called ‘Principalists’ in the Iranian domestic politics. Principalists are considered to be the most conservative political camp in Iran. Due to their political ideology and loyalty for the Supreme Leader, they are known amongst the political factions in Iran, to be trusted allies of both Ayatollah Khamenei and the Islamic Republic Revolutionary Guards Corps (IRGC). The victory of Mahmoud Ahmadinejad in Iran’s presidential election in 2005, was perceived as a turning point in Iran’s post-Revolutionary politics in favour of the Principalists, who promoted a foreign and domestic policy that were in line with the vision of the Supreme Leader. Though, Khamenei and Ahmadinejad clashed during his second term. Moreover, his presidency coincided with a historic rise of oil income in Iran that allowed pursuit of ambitious transactional relations with poorer nations, including those in East of Africa. Ahmadinejad promoted a foreign policy discourse that was framed around advancing ‘South-South’ relations, with strong emphasis on anti-imperial rhetoric of ‘Third-Worldism’20. During his terms, Iran launched an active diplomatic outreach campaign to various countries in Global South. At the same time, the IRI cut International Atomic Energy Agency’s (IAEA) access, for monitoring and surveillance of on its nuclear sites, after some clandestine nuclear activities were revealed.21 Considering the significance of Iran’s nuclear program for the security of the State of Israel, the latter caused, and continues to do so, immense level of anxiety amongst the Israeli political and security elite. These developments induced a shift in geopolitical vision of the IRI in that period and prompted foreign policy decisions that sought to create a new arena of confrontation between the two countries, in the Red Sea and East of Africa. As a result, Tehran pushed for strengthening relations with anti-West state and non-state actors to counter the international pressure that has been imposed on Iran in the form of international isolation and economic sanctions. The African continent, specifically the Eastern Africa, and the Red Sea region provided the IRI leaders an ideal environment to deter the international pressure and circumvent economic sanctions. Another noticeable achievement of the IRI’s policy in this region has been demonstrated in Iran’s success in gaining political presence to increase the regime’s international status. A great indicator of such success is African nations’ voting pattern in favour of Iran in the United Nations (U.N.). Figure 1 demonstrates that many African countries, including those in the Eastern Africa and the ones with military ties to Iran, have remained either neutral or in favour of Iran in their votes on consecutive the U.N. human rights resolutions. Figure 1. African states’ voting results in the U.N. General Assembly on resolutions related to the situation of human rights in Iran. Source: Data compiled from the United Nations Library22   So far, the paper provided a brief historical review of the Iranian initiatives in Africa. It has also highlighted the significant focus on Africa during the presidency of Mahmoud Ahmadinejad, whose populist politics played a major role in strengthening the transactional ties with the African nations. Although, the development that have so far been discussed in the paper are not directly linked with the rivalries between Iran and Israel in Eastern Africa and the Red Sea, they provide a valuable background on the development of Iran’s Africa policy that dates to pre-Revolution era. The next section will focus on post-2005, because the empirical data that has been analysed for this paper indicates a substantial expansion of the IRI’s engagement in the Red Sea and East of Africa. It will be later discussed that such developments, were perceived alarming by the state of Israel and prompted various push back. 4. Significance of Eastern Africa and the Red Sea in Iran–Israel’s Geopolitical Confrontations The presidency of Ahmadinejad (2005-2013) was characterised by an aggressive expansion of Iran’s ties with Africa. Such expansion has alarmed Iran’s regional rivals, particularly Israel. In this period, Iran opened five new embassies and reopened three of its embassies across the African continent. Three of these embassies were in countries on the Red Sea (Djibouti, Somalia, and Egypt).23 High global oil price in this period, boosted the IRI’s surplus revenue and enabled Ahmadinejad’s government to sign, or implement already signed, generous economic and developmental agreements with Eastern African states.24 Although, there is an important distinction between signing and implementation of such agreements, the evidence suggests a substantial rise in Iran’s economic assistance in the continent. Through a wide range of projects such as: a comprehensive cooperation agreement with Zimbabwe, agricultural investments and building the National Parliament in Comoros, and development of oil refineries in Eritrea,25. Iran sought to maximise its presence, and deepen its influence across the region. Similar transactional relationships with the states in the region have been pursued since that period by the Gulf Cooperation Council (GCC) countries.26 The Arab uprising and the rise of Muslim Brotherhood affiliates to senior political offices in Egypt was another significant event that took place in this period. Egypt under Mohammad Morsi began to build cordial relations with the IRI. After a long rule by pro-US Mubarak, who were hostile to the Islamic regime in Iran, improvement of relation with Egypt was a major step for Iran to the detriment of its regional adversaries, especially Israel. In post-Mubarak Egypt, the country’s security apparatus in the Sinai almost entirely collapsed and, consequently, it enabled the arms smugglers to transfer weapons – including Iranian cargoes freely to Gaza.27 During Ahmadinejad’d presidency, the IRI envisioned to utilise its ties with Africa to shift the balance of power against regional and global powers like Israel, Saudi Arabia, and the United States. As Table 1 indicates, more than half of Defense Cooperation Agreements (DCAs)28 that the IRI has concluded, between 2006 and 2012, with the African states, had been signed with Eastern African states.29 The DCAs, included a wide range of collaborations including knowledge transfer, training, and modernising the military infrastructure, and naval cooperation. As such, they were instrumental in accelerating Iran’s military presence in the region. Simultaneously, hefty modernising and restructuring packages were introduced to boost the IRI’s naval strength. These developments have raised concern in Tel Aviv. The rest of this section will investigate some of Iran’s expansion initiatives that prompted Israeli response. As noted above, Sudan played a significant role in the IRI’s Africa strategy. Iran’s relations with Sudan have also become a key element of the evolving conflict between Iran and Israel. For many years, the IRI had been one of the primary suppliers of the country’s weaponry and military technology30 accounting for 13% of Sudan’s total arms import between 2001 to 2012.31 Given its proximity to Sinai region and Gaza, Sudan was selected by the IRGC-Quds operatives as a strategic route for transferring arms through the north of Sudan, into the Sinai and further delivered to Hamas and Palestinian Islamic Jihad (PIJ) militias. The weapon cargoes were reportedly transferred by the Egyptian and Sudanese smugglers through the Nubian desert in the east of Sudan, along the Red Sea coastlines, sea routes, and tunnels in between the Egyptian border and the Gaza strip.32 In response, between 2009 and 2011, several Israeli airstrikes that targeted weapon shipments in Sudan were launched on what was believed to be Iranian arms destined to Gaza.33 Further, in 2012, Israel bombed Yarmouk factory in Sudan, that was believed to be a hub of Iranian weapon production, and a critical supplier for shipments that were towards the Mediterranean.34 Iran has also reportedly used Eritrea, Somalia, and Djibouti to sustain its weapons shipment up to the Mediterranean as well as Yemen.35 The IRI has utilised regional turmoil and lack of security to expand its influence and maintain (or create new) weapon smuggling routes.36 In doing so, it has engaged with government and non-government actors across the region, which in some cases acted against each other. For example, despite the overall positive nature of the IRI with the Somalian government, Iran delivered weapon to the Council of Islamic Courts (CIC) fighters in Somalia, in support of their armed confrontation with the Somalian government, in exchange for small portions of uranium. It is worth noting that some of Iran’s strategies for engagement in this region have been carried out by Ahmadinejad’s successor as well. Under the Rouhani’s administration, the IRI cooperated with Horn of Africa states like Somalia against al-Shabab and other groups in the name of counterterrorism. The IRI’s involvement in East Africa and the Red Sea, was built of a combination of transactional relations to boost access and supporting destabilising actors. Ongoing regional chaos, weak regional governments, and lack of security in the region have created a hospitable environment for external players to pursue their political gains. Tehran has been seeking to strengthen its regional presence while maintaining safe weapon delivery routes to allies and proxies in the Mediterranean. In other words, while the expansion into the Red Sea and East Africa has been strategically planned by the IRI to establish a network of influence across this region, the end goal has been to penetrate the Mediterranean region and maintain the support of network of allies and proxies, who are integral to Iran–Israel confrontation. The data collected in this study supports this observation. Between 2006 and 2013, the bulk of Iran’s arm export had been destined to Syria, Lebanon (Hezbollah), and Sudan.37 At the same time, Israel played a pivotal role in South Sudan’s independence through providing military support for the South Sudanese Mayardit’s front in the war with Khartoum.38 It is worth noting that, except for the military assistance to South Sudan, Israel remained disengaged from the region throughout this period. The passive strategy of Israel in the region has been following the country’s overall defense doctrine, that is based on a consensus amongst the military and political elite over circumvention of overstretching the defense capacities. The diplomatic tour of the then Israeli foreign minister, Avigdor Lieberman, in 2009, in which he visited five African countries (nearly half of them were in Eastern Africa), marked one of Tel Aviv’s first political outreach to the continent.39 From the Israeli perspective, Lieberman’s African tour was largely motivated by gaining higher international recognition. Nevertheless, the Iranian pro-regime media interpreted it as a response to the first big diplomatic tour of Mahmoud Ahmadinejad to the African continent in 2008.40   In the post-2015 period, coincided with the war in Yemen and the events during in this period have been influenced by other regional powers’ effort for containing Iran in the region. Shortly after the beginning of the war in Yemen a diplomatic row between Saudi Arabia and Iran began that was prompted by the execution of a leading Saudi Shia cleric,43 and subsequent attack on Saudi embassy in Tehran. Apprehension about Iran’s destabilising strategies in the region, led to Saudi officials’ decision to embark on a regional initiative aimed at isolating Iran and containing its presence in this region. This was enhanced by the decline of the IRI’s interest under Rouhani’s Administration in maintaining the strategies pursued by the principalist president Ahmadinejad.44 Rouhani’s government prioritised a rapprochement with the West in pursuit of a nuclear deal that would bring the country out of its economic isolation and paid less attention to Africa. As a result, in 2016, all African countries in the Horn except Eritrea and Ethiopia but including Sudan (a long-time ally of the IRI), followed suit with Saudi Arabia and formally halted their diplomatic relationship with Iran. Government officials in Sudan explained their sudden and unexpected shift of policies against Iran to be ‘in response to to the barbaric attacks on the Saudi Arabian Embassy in Tehran and its consulate in Mashhad … ‘.45 However, this sudden turnaround was motivated by the ‘the promise of financial reward’46 coming from Riyadh and the latter’s subsequent promises for investing billions of dollars in Sudan’s economy combined with Sudan’s detente with the US for sanctions relief and revoking the ICC arrest warrant against Bashir. In the case of Egypt, the country was already limiting ties with Tehran after the 2013 military coup that toppled Mohammad Morsi. Losing Sudanese, Djiboutians, and Egyptian bases, the IRI lost several major corridors and littoral states’ territorial lands through which it was previously able to sustain military supplies to allies and proxies in the Mediterranean, and project power vis-à-vis Israel. These setbacks on the part of Iran were coincided with Israel’s increasing diplomatic, military, and economic engagement in the region. Israeli Prime Minister, Benjamin Netanyahu, visited four East African states for the first time. The visits marked the highest Israeli ranked diplomatic visit to the region in decades. Shortly after, Israel’s Agency for Development Cooperation (MASHAV) reportedly approved to establish offices in all four countries. The agency allocated US$13 million to advance economic relations and cooperation in the region.47 Saudi Arabia’s effort to push Iran out of the region has also continued after 2016. The Saudi Crown Prince, Mohammad Bin-Salman, organised the Red Sea Organisation as a regional platform to create a united Arab and Muslim front against Iran and concurrently to ‘institutionalize its expanding patronage network’.48 A combination of Israeli and the Saudi efforts, that were driven by mutual security concerns over Iran’s strategies across the region, had limited Iranian influence in the region. Having said, the internal dynamics and domestic political decisions of the African states in the region have also played a significant role. These countries have been historically influenced by the external actors,49 whilst neither the Gulf monarchies nor Iran have not fully delivered on their promises of economic aid and development assistance. As such, cutting ties with Iran in exchange for closer alliance with Saudi Arabia or Israel would be perceived as an organic trade off, and indeed a rational decision in countries where Iran had been playing a destabilising role domestically (e.g. supporting CIC in Somalia). Upon Iran’s multiple setbacks in the Horn of Africa, the country began pursuing its influence in Yemen as substitute strategic ally to counter the Saudi influence, and to compensate for its loss in the Red Sea region. In late 2014, the Houthis took control of the Yemeni port of Hodeida,50 a strategic location in the Red Sea. Shortly after, the Commander of Iranian Navy, Habibollah Sayyari, told the local state-owned media that the country’s presence in the Gulf of Adan and the North of Indian Ocean will be permanently maintained.51 Capturing the control of Hodeida was widely perceived in Iran as a victory and a major step towards increasing the country’s power in the region, despite the loss of ties with East African nations.52 The IRI also pursued other initiatives to challenge Israel in the region. One of Iran’s security policies towards Israel has been to pursue strategies that may result in pushing the opponent to overstretch its geographical and containment capabilities. Prompting Israel’s military campaign aimed at obstruction of arms smuggling routes across the Red Sea to block Iran’s efforts to arm allies and proxies in the Mediterranean region is a clear example of such strategies. These efforts have indeed influenced the security discourse in Israel and stimulated debate on whether the centre of activities of the Israeli naval forces should be moved from the Mediterranean to the Red Sea to deter Iran.53 In addition, various attempts have been plotted against Israel’s interest in the region. For example, in 2016 the Kenyan authorities reportedly arrested two individuals with suspected links with the Iranian government, that were collecting intelligence and preparing an attack against the Israeli embassy in Nairobi.54 Since 2019, the naval conflict between the two countries has exacerbated, particularly in the Red Sea.55 The IRGC’s presence in and beyond the Persian Gulf has caused concerns for all the regional players. Several Israeli ships have been attacked across the region, while the IRGC has been main suspect. In 2022, an Israeli tanker was attacked in the Gulf allegedly by Iranian drones and missiles.56 Since the beginning of the war in Syria, Israel has also reportedly conducted several attacks on the Iranian oil tankers that were destined to Syria,57 including a major Iranian-owned oil tanker, Sabiti, that was attacked near the cost of Jeddah. While neither Israel nor Saudi Arabia confirmed their involvement in the incident, it is speculated that it was a sabotage operation by the Israeli forces, to stop the Iranian tanker from reaching the Suez Canal.58 In 2021, one of the largest Iranian naval warships, Saviz, that was a crucial asset in IRI’s naval military operations in the Red Sea, was reportedly attacked by Israel.59 In the same year, another Iranian naval vessel, Khark, was attacked in the Strait of Hormoz. The naval tensions are a new form of confrontation between the two countries and are expected to escalate in external regions. Iran’s engagement in the Red Sea region and its littoral states has increased since 2011. This may have been, in part, triggered by Iran’s nuclear activities. In February 2010, the International Atomic Agency reported for the first time that ‘Iran is actively pursuing nuclear weapon capability’60. Since then, Israel gradually recognised that the increasing Iranian influence in the region could pose a potential threat for its national security and economic interests. Although, Iran-Israel enmity dates to the very early days after the Islamic Revolution, Iran’s nuclear ambitions have played a significant role in escalation of the rivalry and its expansion to other regions such as the Red Sea and East of Africa. In Moreover, 2011 is considered as a significant point in the history of Iran’s activities in this region because in this year, Iran for the first time, sent a warship to this region that sailed through the Red Sea and the Suez Canal to reach the Mediterranean. The presence of an Iranian warship was unsurprisingly alarming for the Israeli government. This has led to various events in the region, making this region a new zone for spill-over of the tension between the two countries. The move, unsurprisingly, caused strong reactions by the Israeli officials.61 Iran’s naval and political presence in this region has been perceived as a strong indicator for the country’s aspiration to expand its geopolitical influence. Israel and Saudi Arabia, along with the United States, have expressed their concern over Iran’s increasing interest in this region62. Saudi Arabia has accused the IRI of supporting the Houthi rebels in Yemen63, while Israel has claimed that Iran is using the Red Sea maritime and land routes to support its allies and proxies across the Mediterranean, in Gaza, Lebanon, and Syria. 64 After Hamas attacks on Israel on 7 October, the risk of spill-over of Iran–Israel to this region has intensified. Most of Iran-backed proxies have openly expressed willingness for direct confrontation with Israel. In a televised statement, Houthi military spokesperson confirmed that the group had begun its missile and drone attacks on Israel and will continue to do so65. Such developments seem bound to make the prospects of Israel-Iran conflict (mostly through Iran’s proxies) in the region more likely. However, at the time of writing this article it is not possible to assess the extent or nature of this rapidly evolving conflict. Against this backdrop, strategies of containment and deterrence that limit Iran’s influence in the region have formed the core of Israel’s involvement in the politics and security structure of this region. Consequently, such strategies fostered another component to indirect military confrontation between the two countries. Threatening security of the State of Israel in the Red Sea, given that around 20 percent of Israel’s total trade depends on this naval route,66 has also been a strong motivation in Tehran. The port of Eilat, which connects Israel to the Gulf of Aqaba and further to the Red Sea, is one of the country’s major trade chokepoints, and of defense significance. There have been special deterrence measures, put in place by Israel, to maintain free navigation and avoid hostile powers from blocking the naval routes.67 5. Conclusion: What Lies Ahead? Iran–Israeli rivalry has evolved since the 1979 Revolution in Iran. The Iranian regime, has been pursuing ideology driven strategies of expanding its strategic depth into various regions, including Africa. Different Iranian administrations have adopted distinct policies in their term, that are influenced by various factors including ideological attachment with the most conservative senior political figures, government’s financial capabilities, and the overall international environment towards Iran. The relations between the IRI and some African countries have been transactional and facilitated by Iran’s effort to provide various forms of financial and military assistance in exchange for friendly diplomatic relations and ability to influence African leaders’ attitude towards the West and its allies, particularly Israel. This, combined with other factors such as Iran’s ambitious for the development of the country’s naval fleet, and its nuclear program have prompted anxious responses by Iran’s regional rivals, specifically in Tel Aviv. As a result, the Israeli government has begum to counter Iran’s effort to maintain its position in the continent. This has had spill-over effects particularly in the East of Africa and the Red Sea region. The region has become a crisis zone for strategic confrontations between Iran and Israel. This region is of high significance for Iran’s major adversary, for two reasons. First, it is of logistical significance for seaborn trade to Israel. Second, it is connected via the Suez Canal to the Mediterranean, strategically important to Israel security. Against that backdrop, the region has become increasingly important to both Tel Aviv and Tehran. Given Iran’s strategic ambitions to expand its realm of influence, it is expected that the region will remain relevant to the Iranian calculus. The IRI has expanded its military capacities, particularly in terms of missile and drone technologies. It is therefore, likely to continue strategies to seek influence in this region, lure the local governments with its advanced warfare and financial resources, and continue to remain a significant player for the security structure of the region. Considering about 12% of global trade passes through the Red Sea, Iran’s strategies in this region will undoubtedly have wider global impact.   Disclosure Statement: No potential conflict of interest was reported by the authors. Correction Statement: This article has been corrected with minor changes. These changes do not impact the academic content of the article. Additional information: Funding - This work was supported by the German Research Foundation (DFG, 463159331), and H2020 Marie Sklodowska‐Curie Actions, Grant/Award Number: 101025388. Sara Bazoobandi & Hamid Talebian (2024) The Evolvement of Iran–Israel’s Rivalry in the Red Sea and Eastern Africa, Asian Journal of Middle Eastern and Islamic Studies, DOI: 10.1080/25765949.2023.2299076 © 2024 The Author(s). Published by Informa UK Limited, trading as Taylor & Francis Group This is an Open Access article distributed under the terms of the Creative Commons Attribution License (http://creativecommons.org/licenses/by/4.0/), which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited. The terms on which this article has been published allow the posting of the Accepted Manuscript in a repository by the author(s) or with their consent. Notes 1 Marta Furlan, ‘Israeli-Iranian relations: past friendship, current hostility’, Israel Affairs 28(2), 2022, pp. 170–83, available at: https://doi.org/10.1080/13537121.2022.2041304 2 Michael Sagal, ‘Iran’s strategic depth expands from Yemen and Africa to the Mediterranean coast’, Jerusalem Center for Public Affairs, (8 July 2019), available at: https://jcpa.org/article/irans-strategic-depth-expands-from-yemen-and-africa-to-the-mediterranean-coast/ 3 Edward Wastnidge and Simon Mabon, ‘The resistance axis and regional order in the middle east: nomos, space, and normative alternatives’, British Journal of Middle Eastern Studies, (2023), available at: https://doi.org/10.1080/13530194.2023.2179975 4 Amir Vahdat and Jon Gambrell, ‘Iran leader says Israel a ‘cancerous tumor’ to be destroyed’, Associated Press, (22 May 2020), available at: https://apnews.com/article/a033042303545d9ef783a95222d51b83 5 For more information, see, available at: https://www.nationalarchives.gov.uk/help-with-your-research/research-guides/foreign-commonwealth-correspondence-and-records-from-1782/ 6 Jeffrey A. Lefebvre, ‘Iran’s scramble for Sub-Saharan Africa’, Insight Turkey 21(1), 2019, pp. 133–50. 7 The National Archives of the UK (TNA), ‘FCO 31/1126’, 1972. 8 H.E. Chehabi, ‘South Africa and Iran in the apartheid era’, Journal of Southern African Studies 42(4), 2016, pp. 687–709. 9 The National Archives of the UK (TNA), ‘FCO 8/2731’, 1976. 10 Robert Steele, ‘Two kings of kings: Iran-Ethiopia relations under Mohammad Reza Pahlavi and Haile Selassie’, The International History Review 43(6), 2021, pp. 1375–92. 11 Soli Shahvar, ‘Iran’s global reach: the Islamic Republic of Iran’s policy, involvement, and activity in Africa’, Digest of Middle East Studies 29(1), 2020, pp. 53–75. 12 The National Archives of the UK (TNA), ‘FCO 8/8969’, 1992. 13 UPI Archives, ‘President said Ali Khamenei of Iran, visiting Southern Africa’, (19 January 1986), available at: https://www.upi.com/Archives/1986/01/19/President-Said-Ali-Khamenei-of-Iran-visiting-southern-Africa/8506506494800/ 14 Eric Lob, ‘The Islamic Republic of Iran’s foreign policy and construction Jihad’s developmental activities in Sub-Saharan Africa’, International Journal of Middle East Studies 48(2), 2016, pp. 313–38. 15 Shireen Hunter, ‘Iran’s pragmatic regional policy’, Journal of International Affairs 56(2), 2003, pp. 133–47. 16 R.K. Ramazani, ‘Ideology and pragmatism in Iran’s foreign policy’, Middle East Journal 58(4), 2004, pp. 549–59. 17 IRNA, ‘Journalists visit the ‘friendship road’ built by Iran in Sudan’, (31January 31, 2000), available at: https://www.irna.ir/news/6914870/بازدید-خبرنگاران-از-جاده-دوستی-که-توسط-ایران-در-سودان-احداث-شد 18 The National Archives of the UK (TNA), ‘FCO 8/8938’, 1992. 19 Edward Wastnidge, ‘Détente and dialogue: Iran and the OIC during the Khatami Era (1997–2005)’, Politics, Religion & Ideology 12(4), 2011, pp. 413–31. 20 Fariborz Arghavani Pirsalami, ‘Third Worldism and Ahmadinejad’s Foreign Policy’, Iranian Review of Foreign Affairs 4(2), 2013, pp. 81–109. 21 ‘Timeline of Iran’s Nuclear Programme’, The Guardian, (24 November 2013), available at: https://www.theguardian.com/world/2013/nov/24/iran-nuclear-timeline 22 United Nations, ‘United Nations Digital Library, Voting Data 2005-2022’, available at: https://digitallibrary.un.org/search?cc=Voting+Data&ln=en&c=Voting+Data 23 Mira Demirdirek, Jens Heibach, and Hamid Talebian, ‘Explaining middle-power engagement in external regions: a comparison of Iranian, Saudi, and Turkish Sub-Saharan Africa policies dataset’, MPEX German Institute for Global and Area Studies. 24 For an overview, see: Eric Lob, ‘THE ISLAMIC REPUBLIC OF IRAN’S FOREIGN POLICY AND CONSTRUCTION JIHAD’S DEVELOPMENTAL ACTIVITIES IN SUB-SAHARAN AFRICA’, International Journal of Middle East Studies 48(2), (2016), p.313-338. 25 Haifa Ahmed Al MAASHI, ‘From security governance to geopolitical rivalry: Iran-GCC confrontation in the Red Sea and the Indian Ocean’, Asian Journal of Middle Eastern and Islamic Studies 11(4), 2017, pp. 46–63. 26 See, Alex De Waal, ‘Pax Africana or middle east security alliance in the Horn of Africa and the Red Sea?’, World Peace Foundation, no. Occasional Paper 17, 2019, available at: https://eprints.lse.ac.uk/100166/ 27 Eran Zohar, ‘The arming of non-state actors in the Gaza strip and Sinai Peninsula’, Australian Journal of International Affairs 69(4), 2015, pp. 438–61. 28 ‘DCAs establish broad legal umbrellas for the range of cooperative defense activities in which states might engage, from coordinating defense policies to conducting joint exercises to jointly producing weapons and technology’. See Brandon J. Kinne, ‘The Defense Cooperation Agreement Dataset (DCAD)’, Journal of Conflict Resolution 64(4), 2020, p. 730. 29 Mira Demirdirek, Jens Heibach, and Hamid Talebian, ‘Explaining middle-power engagement in external regions: a comparison of Iranian, Saudi, and Turkish Sub-Saharan Africa policies dataset’, MPEX German Institute for Global and Area Studies . 30 Reuters, ‘Sudan has drones, is pursuing missiles − state media’, Reuters, (5 September 2007), available at: https://www.reuters.com/article/idINIndia-29357320070905 31 Mira Demirdirek, Jens Heibach, and Hamid Talebian, ‘Explaining middle-power engagement in external regions: a comparison of Iranian, Saudi, and Turkish Sub-Saharan Africa policies dataset’, MPEX German Institute for Global and Area Studies; Jonah Leff and Emile LeBrun, Following the Thread: Arms and Ammunition Tracing in Sudan and South Sudan, May 2014. Small Arms Survey. 32 Eran Zohar, ‘The arming of non-state actors in the Gaza strip and Sinai Peninsula’, Australian Journal of International Affairs 69(4), 2015, pp. 438–61. 33 ‘Sudan: questions on an Airstrike’, Stratfor, (26 March 2009), available at: https://worldview.stratfor.com/article/article/sudan-questions-airstrike; ‘Dispatch: Missile Strike in Port Sudan’, Stratfor, (6 April 2011), available at: https://worldview.stratfor.com/article/article/dispatch-missile-strike-port-sudan 34 ‘Satellite pictures suggest Sudanese weapons factory hit by air strike’, The Guardian, (27 October 2012), available at: https://www.theguardian.com/world/2012/oct/27/sudan-weapons-factory-airstrike-israel 35 ‘Eastern Africa: a battleground for Israel and Iran’, Stratfor, (29 October 2012), available at: https://worldview.stratfor.com/article/eastern-africa-battleground-israel-and-iran 36 ‘Report of the Monitoring Group on Somalia Pursuant to Security Council Resolution 1676’, UN Security Council, (21 November 2006), available at: https://www.refworld.org/docid/46cbf2e00.html 37 ‘SIPRI arms transfers database (SIPRI)’, Stockholm International Peace Research Institute, (13 March 2023), available at: https://www.sipri.org/databases/armstransfers 38 ‘Israeli penetration into East Africa objectives and risks’, (29 September 2016), available at: http://studies.aljazeera.net/en/reports/2016/09/israeli-penetration-east-africa-objectives-risks-160929102604246.html 39 Tania Krämer, ‘A history of Africa-Israel relations’, DW, (18 April + 2018), available at: https://www.dw.com/en/a-history-of-africa-israel-relations/a-43395892 40 Ali Maroufi Arani, ‘How Iran was able to eliminate Israeli cultural centers across the black continent’, Mehr News Agency, (28 January 2023), available at: https://www.mehrnews.com/news/5693917/ایران-چگونه-توانست-مراکز-فرهنگی-اسرائیل-در-قاره-سیاه-را-حذف-کند 41 Kinne, ‘The Defense Cooperation Agreement Dataset (DCAD)’. 42 Mira Demirdirek, Jens Heibach, and Hamid Talebian, ‘Explaining middle-power engagement in external regions: a comparison of Iranian, Saudi, and Turkish Sub-Saharan Africa policies dataset’, MPEX German Institute for Global and Area Studies. 43 Martin Chulov, ‘Saudi Arabia cuts diplomatic ties with Iran after execution of cleric’, The Guardian, (4 January 2016), available at: https://www.theguardian.com/world/2016/jan/03/saudi-arabia-cuts-diplomatic-ties-with-iran-after-nimr-execution 44 See: Reza Bagheri and Eric Lob, ‘Rouhani’s Africa policy: disengagement, 2013–21’, Middle East Policy 29(1), 2022, pp. 154–73, available at: https://doi.org/10.1111/mepo.12618 45 ‘Sudan cuts diplomatic ties with Iran’, Reuters, (4 January + 2016), available at: https://www.reuters.com/article/us-saudi-iran-sudan-idUSKBN0UI17720160104 46 ‘Why has Sudan ditched Iran in favour of Saudi Arabia?’, The Guardian, (12 January 2016), available at: https://www.theguardian.com/world/2016/jan/12/sudan-siding-with-saudi-arabia-long-term-ally-iran 47 ‘Israeli penetration into East Africa objectives and risks’, (29 September, 2016), available at: http://studies.aljazeera.net/en/reports/2016/09/israeli-penetration-east-africa-objectives-risks-160929102604246.html 48 Zach Vertin, ‘Toward a Red Sea Forum: the gulf, the Horn of Africa, & architecture for a new regional order’, Brookings Doha Center Analysis Paper, 2019, 18. 49 Jeffrey A. Lefebvre, ‘Middle East conflicts and middle level power intervention in the Horn of Africa’, Middle East Journal 50(3), 1996, pp. 387–404. 50 ‘Houthi Rebels take over Yemen’s Hodeidah Port: residents’, Reuters, (15 October 2014), available at: https://www.reuters.com/article/us-yemen-insurgency-idUSKCN0I40HB20141015 51 ‘Iran’s Presence in the North of Indian Ocean and the Gulf of Aden will be maintained’, FarsNews, (20 January 2015), available at: https://www.farsnews.ir/news/13931030000483/حضور-ایران-در-شمال-اقیانوس-هند-و-خلیج-عدن-مستمر-و-همیشگی-است 52 Mira Demirdirek, Jens Heibach, and Hamid Talebian, ‘Explaining middle-power engagement in external regions: a comparison of Iranian, Saudi, and Turkish Sub-Saharan Africa policies dataset’, MPEX German Institute for Global and Area Studies; Ali Maroufi Arani, ‘How Iran was able to eliminate Israeli cultural centers across the black continent’, Mehr News Agency, (28 January 2023), available at: https://www.mehrnews.com/news/5693917/ایران-چگونه-توانست-مراکز-فرهنگی-اسرائیل-در-قاره-سیاه-را-حذف-کند 53 Lazar Berman, ‘After Saviz strike, Israel may be in dire straits trying to battle Iran at sea’, Times of Israel, (11 April 2021), available at: https://www.timesofisrael.com/after-saviz-strike-israel-may-be-in-dire-straits-trying-to-battle-iran-at-sea/ 54 Banafsheh Keynoush, ‘Iran’s Africa-Pivot Policy’, Middle East Policy 28(3–4), 2021, p. 236, available at: https://doi.org/10.1111/mepo.12605 55 For an overview, see A. Lott, Iran-Israel ‘shadow war’ in waters around the Arabian Peninsula and incidents near the Bab El-Mandeb, in hybrid threats and the law of the sea use of force and discriminatory navigational restrictions in straits, Edited by A. Lott (Brill Nijhoff, Leiden, 2022), p.117-141. 56 Eric Lob and Edward Riehle, ‘Assessing the threat of Iran’s drone carriers’, Middle East Institute, (7 March + 2023), available at: https://www.mei.edu/publications/assessing-threat-irans-drone-carriers 57 Gordon Lubold, Benoit Faucon, and Felicia Schwartz, ‘Israeli strikes target Iranian oil bound for Syria’, The Wall Street Journal, (11 March 2021), available at: https://www.wsj.com/articles/israel-strikes-target-iranian-oil-bound-for-syria-11615492789 58 ‘Leakage from Targeted Iran tanker halted as it heads for Gulf -Iranian media’, Reuters, (12 October 2019), available at: https://www.reuters.com/article/mideast-iran-tanker-idINL5N26X06D 59 Farnaz Fassihi, Eric Schmitt, and Ronen Bergman, ‘Israel-Iran Sea skirmishes escalate as mine damages Iranian military ship’, The New York Times, (6 April 2021), available at: https://www.nytimes.com/2021/04/06/world/middleeast/israel-iran-ship-mine-attack.html 60 ‘Timeline: Iran’s nuclear program’, Reuters, (19 May 2010), available at: https://www.reuters.com/article/us-iran-sanctions-nuclear-events-idUSTRE64I2O620100519 61 ‘Israel Anger at Iran Suez canal warship move’, BBC News, (16 February 2011), available at: https://www.bbc.com/news/world-middle-east-12488908 62 Jeffrey A. Lefebvre, ‘Iran in the horn of Africa: outflanking U.S. allies’, Middle East Policy 19(2), 2012, p. 126. 63 Chase Winter, ‘Saudi coalition blames Iran for missile attack’, dw.com, (11 May 2017), available at: https://www.dw.com/en/saudi-led-coalition-blames-iran-for-houthi-missile-attack/a-41248951 ; Carole Landry, ‘Iran arming Yemen’s Houthi rebels since 2009: UN report’, Middle East Eye, (1 May 2015), available at: http://www.middleeasteye.net/news/iran-arming-yemens-houthi-rebels-2009-un-report 64 Isabel Kershner, ‘Israel says it seized ship in red sea with load of Iranian rockets headed to Gaza’, The New York Times, (5 March 2014), available at: https://www.nytimes.com/2014/03/06/world/middleeast/israel-fires-on-militants-along-syrian-border.html 65 Maha El Dahan, ‘Yemen’s Houthis enter Mideast fray, hardening spillover fears’, Reuters, (1 November 2023), available at: https://www.reuters.com/article/israel-palestinians-houthis-idUSKBN31V1GR 66 Mira Demirdirek, Jens Heibach, and Hamid Talebian, ‘Explaining Middle-Power Engagement in External Regions: A Comparison of Iranian, Saudi, and Turkish Sub-Saharan Africa Policies Dataset’, MPEX German Institute for Global and Area Studies. 67 See N. Lucas, Israeli Policy in the Red Sea, in The Red Sea: Prospects for Stability, edited by A.M. Farid (New York: Routledge, 1983).

Defense & Security
UNRWA distributes food in the Gaza Strip

Funding for refugees has long been politicized − punitive action against UNRWA and Palestinians fits that pattern

by Nicholas R. Micinski , Kelsey Norman

At least a dozen countries, including the U.S., have suspended funding to the UNRWA, the United Nations agency responsible for delivering aid to Palestinian refugees. This follows allegations made by Israel that 12 UNRWA employees participated in the Oct. 7, 2023, Hamas attack. The UNRWA responded by dismissing all accused employees and opening an investigation. While the seriousness of the accusations is clear to all, and the U.S. has been keen to downplay the significance of its pause in funding, the action is not in keeping with precedent. Western donors did not, for example, defund other U.N. agencies or peacekeeping operations amid accusations of sexual assault, corruption or complicity in war crimes. In real terms, the funding cuts to the UNRWA will affect 1.7 million Palestinian refugees in Gaza along with an additional 400,000 Palestinians without refugee status, many of whom benefit from the UNRWA’s infrastructure. Some critics have gone further and said depriving the agency of funds amounts to collective punishment against Palestinians. Refugee aid, and humanitarian aid more generally, is theoretically meant to be neutral and impartial. But as experts in migration and international relations, we know funding is often used as a foreign policy tool, whereby allies are rewarded and enemies punished. In this context, we believe the cuts in funding for the UNRWA fit a wider pattern of the politicization of aid to refugees, particularly Palestinian refugees. What is the UNRWA? The UNRWA, short for the U.N. Relief and Works Agency for Palestine Refugees in the Near East, was established two years after about 750,000 Palestinians were expelled or fled from their homes during the months leading up to the creation of the state of Israel in 1948 and the subsequent Arab-Israeli war. Prior to the UNRWA’s creation, international and local organizations, many of them religious, provided services to displaced Palestinians. But after surveying the extreme poverty and dire situation pervasive across refugee camps, the U.N. General Assembly, including all Arab states and Israel, voted to create the UNRWA in 1949. Since that time, the UNRWA has been the primary aid organization providing food, medical care, schooling and, in some cases, housing for the 6 million Palestinians living across its five fields: Jordan, Lebanon, Syria, as well as the areas that make up the occupied Palestinian territories: the West Bank and Gaza Strip. The mass displacement of Palestinians – known as the Nakba, or “catastrophe” – occurred prior to the 1951 Refugee Convention, which defined refugees as anyone with a well-founded fear of persecution owing to “events occurring in Europe before 1 January 1951.” Despite a 1967 protocol extending the definition worldwide, Palestinians are still excluded from the primary international system protecting refugees. While the UNRWA is responsible for providing services to Palestinian refugees, the United Nations also created the U.N. Conciliation Commission for Palestine in 1948 to seek a long-term political solution and “to facilitate the repatriation, resettlement and economic and social rehabilitation of the refugees and the payment of compensation.” As a result, the UNRWA does not have a mandate to push for the traditional durable solutions available in other refugee situations. As it happened, the conciliation commission was active only for a few years and has since been sidelined in favor of the U.S.-brokered peace processes. Is the UNRWA political? The UNRWA has been subject to political headwinds since its inception and especially during periods of heightened tension between Palestinians and Israelis. While it is a U.N. organization and thus ostensibly apolitical, it has frequently been criticized by Palestinians, Israelis as well as donor countries, including the United States, for acting politically. The UNRWA performs statelike functions across its five fields – including education, health and infrastructure – but it is restricted in its mandate from performing political or security activities. Initial Palestinian objections to the UNRWA stemmed from the organization’s early focus on economic integration of refugees into host states. Although the UNRWA officially adhered to the U.N. General Assembly’s Resolution 194 that called for the return of Palestine refugees to their homes, U.N., U.K. and U.S. officials searched for means by which to resettle and integrate Palestinians into host states, viewing this as the favorable political solution to the Palestinian refugee situation and the broader Israeli-Palestinian conflict. In this sense, Palestinians perceived the UNRWA to be both highly political and actively working against their interests. In later decades, the UNRWA switched its primary focus from jobs to education at the urging of Palestinian refugees. But the UNRWA’s education materials were viewed by Israel as further feeding Palestinian militancy, and the Israeli government insisted on checking and approving all materials in Gaza and the West Bank, which it has occupied since 1967. While Israel has long been suspicious of the UNRWA’s role in refugee camps and in providing education, the organization’s operation, which is internationally funded, also saves Israel millions of dollars each year in services it would be obliged to deliver as the occupying power. Since the 1960s, the U.S. – UNRWA’s primary donor – and other Western countries have repeatedly expressed their desire to use aid to prevent radicalization among refugees. In response to the increased presence of armed opposition groups, the U.S. attached a provision to its UNRWA aid in 1970, requiring that the “UNRWA take all possible measures to assure that no part of the United States contribution shall be used to furnish assistance to any refugee who is receiving military training as a member of the so-called Palestine Liberation Army (PLA) or any other guerrilla-type organization.” The UNRWA adheres to this requirement, even publishing an annual list of its employees so that host governments can vet them, but it also employs 30,000 individuals, the vast majority of whom are Palestinian. Questions over the links of the UNRWA to any militancy has led to the rise of Israeli and international watch groups that document the social media activity of the organization’s large Palestinian staff. Repeated cuts in funding The United States has used its money and power within the U.N. to block criticism of Israel, vetoing at least 45 U.N. resolutions critical of Israel. And the latest freeze is not the first time the U.S. has cut funding to the UNRWA or other U.N. agencies in response to issues pertaining to the status of Palestinians. In 2011, the U.S. cut all funding to UNESCO, the U.N. agency that provides educational and cultural programs around the world, after the agency voted to admit the state of Palestine as a full member. The Obama administration defended the move, claiming it was required by a 1990s law to defund any U.N. body that admitted Palestine as a full member. But the impact of the action was nonetheless severe. Within just four years, UNESCO was forced to cut its staff in half and roll back its operations. President Donald Trump later withdrew the U.S. completely from UNESCO. In 2018, the Trump administration paused its US$60 million contribution to the UNRWA. Trump claimed the pause would create political pressure for Palestinians to negotiate. President Joe Biden restarted U.S. contributions to the UNRWA in 2021. Politicization of refugee aid Palestinian are not the only group to suffer from the politicization of refugee funding. After World War II, states established different international organizations to help refugees but strategically excluded some groups from the refugee definition. For example, the U.S. funded the U.N. Relief and Rehabilitation Administration to help resettle displaced persons after World War II but resisted Soviet pressure to forcibly repatriate Soviet citizens. The U.S. also created a separate organization, the precursor to the International Organization for Migration, to circumvent Soviet influence. In many ways, the UNRWA’s existence and the exclusion of Palestinian refugees from the wider refugee regime parallels this dynamic. Funding for refugees has also been politicized through the earmarking of voluntary contributions to U.N. agencies. Some agencies receive funding from U.N. dues; but the UNRWA, alongside the U.N. High Commissioner for Refugees and the International Organization for Migration, receive the majority of their funding from voluntary contributions from member states. These contributions can be earmarked for specific activities or locations, leading to donors such as the U.S. or European Union dictating which refugees get aid and which do not. Earmarked contributions amounted to nearly 96% of the UNHCR’s budget, 96% of the IOM’s budget and 74% of UNRWA funding in 2022. As a result, any cuts to UNRWA funding will affect its ability to service Palestinian refugees in Gaza – especially at a time when so many are facing hunger, disease and displacement as a result of war.

Defense & Security
Map of the Middlea East, South Asia and China

Academic Paper: The Arab Levant: From Western to Asian Competition

by Prof. Dr. Walid ‘Abd al-Hay

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