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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.

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.

Diplomacy
Independence movement in Barcelona, Catalonia

The pro-independence path to the referendum on self-determination

by Miquel Porta Perales

Why does independentism appeal to Article 92 of the Constitution? Nobody should be surprised that the independentism -this is valid for the Catalan and Basque nationalism, without excluding the Galician one- appeals to article 92 of the Constitution. An appeal that is the fruit of a failure and a success. The failure of more than one hundred years of history in which nationalism -especially Catalan nationalism- sought by all means the support to hold a referendum of self-determination: "principle of nationalities", "union of nationalities and oppressed nations", "appeal to the UN on the 'Catalan case' and the 'unique situation of Catalonia' that would legalize a referendum of self-determination", "Charter of the United Nations", "UN International Covenant on Civil and Political Rights" and "request for the right of self-determination for 'national minorities'"[1]. The success, supervened, thanks to the hidden agenda of a Pedro Sanchez who has needed the pro-independence votes to reach again the position of President of the Government of Spain. A stark democratic anomaly -the agreement with a fugitive from Justice, the Amnesty Law, a deep crack in judicial independence and equality before the Law and the breakdown of the division of powers- product of marketing. Power for impunity. A failure and a success that will probably conclude (article 92 CE) in the celebration of a referendum of pre-self-determination that would open the door to a referendum of self-determination. For that reason and for that reason, it should not be surprising that the independentism resorts to the constitutional legality that, when it is convenient, it denies and transgresses a la carte. It should be emphasized that independentism resorts to this article because it is Pedro Sánchez who invites it. Another concession of a PSOE -without ideology, convictions, scruples and morals- to the political blackmail of the Catalan independence movement. The invitation exists from the moment in which Pedro Sánchez, after affirming "that there will be no referendum of self-determination", adds that only "what fits in the Constitution will be done". This leads us to article 92 of the Constitution where it can be read that "Political decisions of special importance may be submitted to a consultative referendum of all citizens" (92.1 CE). Who is proposing the referendum? The answer is in article 92.2 CE: "The referendum shall be called by the King, by means of a proposal of the President of the Government, previously authorized by the Congress of Deputies". Therein lies the key which, subsequently, can open the way to a referendum of self-determination. It is true that the referendum which could be called and held by appealing to Article 92 of the Constitution is consultative and concerns and incorporates the whole Spanish territory and all citizens with the right to vote. But two things are also certain: one, of a political nature; the other, of a legal nature. Politically, first, the consultative referendum on the present or future of Catalonia -it is to be expected an ambiguous question that does not violate the constitutional legality, because this would entail the refusal to call the referendum- hides a double trap or lure: firstly, because it grants, mutatis mutandi, to the Autonomous Community of Catalonia -in the last instance the destiny of Catalonia is decided- the condition of subject with the right to decide its present or future sooner or later. Secondly, because a victory of the pro-independence movement in Catalonia -whatever the result in Spain as a whole- would have serious consequences of a political nature that would offer on a gold and diamond platter the opportunity to call and hold a referendum of self-determination in Catalonia. Hence the pro-independence demand for the transfer of powers to call and hold referendums in Catalonia by means of 150.2 CE ("The State may transfer or delegate to the Autonomous Communities, by means of organic law, powers corresponding to matters of State ownership which by their very nature are susceptible to transfer or delegation") and by the transfer of the powers of 149. 1.32 CE ("Authorization for the calling of popular consultations by means of referendum") and/or 2.1 LO/1980 ("The authorization for the calling of popular consultations by means of referendum in any of its modalities, is exclusive competence of the State")[2]. In the worst case scenario for the pro-independence movement, the consultative referendum would be replaced by a new or reformed Statute of Catalonia, also submitted to referendum, which would recover the articles suspended by the Constitutional Court -especially an own Justice, an own Treasury and an own and exclusive Catalan language- turning Catalonia into a sort of State in statu nascendi thanks to the new corpus iuris. Legally speaking, a consultative referendum, with a good result in Catalonia for the pro-independence movement, would lead to a constitutional reform which -here appears the deconstitutional process- could add a new modality of referendum that would contemplate -in the Canadian way- the clarity of the question, the percentage of participation and the number of votes in favor of accepting the proposal. To this we must add that a consultative referendum favorable to the intentions of the independence movement could implement the calling and holding of a popular consultation only in Catalonia as an instrument of pressure. A plausible hypothesis if we take into account that the Generalitat of Catalonia keeps in its folder a law of non-referendary consultations. A detail to take into account: there are jurists who interpret the "all citizens" of the consultative referendum (92.1 CE) in a different way than usual. They argue that the democratic principle of article 1 of the Constitution, with the collaboration of a Constitution which has no limits on its reform, would make it possible to hold a referendum -in principle, of a consultative nature- so that only the Catalans could pronounce themselves on their future. In any case, the way remains open that could lead to the overthrow of the Nation, the rule of law and the rule of law. Any way to avoid the threat of self-determination by appealing to the Constitution? Understanding/interpreting Article 2 EC - "The Constitution is based on the indissoluble unity of the Spanish Nation, common and indivisible homeland of all Spaniards"- as an intangibility clause. And something more: a reform of the Penal Code incorporating the criminal type of the illegal referendum. A very difficult thing to do in view of the correlation of forces and the IOUs of the President of the Government. To which must be added the colonization of the institutions that turn the party into the State. This is how autocracy begins. To paraphrase Steven Levitsky and Daniel Ziblat[3], democracies no longer die "at the hands of armed men", but thanks to democratically elected governments that gradually discredit and attack institutions and change the rules of the game: "the dismantling of democracy begins gradually", continues with "polarization [that] can tear democratic norms to pieces" and concludes with the "subversion of democracy". [1] En el artículo “Del caso especial de Cataluña al caso especial del socialismo español” –número 80, octubre/diciembre de 2023, de Cuadernos de Pensamiento Político– analizo los intentos fallidos del nacionalismo catalán con el objetivo de convocar un referéndum que conduzca a una Cataluña independiente. https://fundacionfaes.org/wp-content/uploads/2023/11/De-caso-especial-de-Cataluna-an-caso-especial-del-socialismo-espanol.pdf [2] La refutación detallada de la imposibilidad constitucional de la convocatoria de referéndums por parte de las Comunidades Autonómicas se encuentra en el trabajo “20 preguntas con respuesta sobre la secesión de Cataluña” (Fundación FAES. Madrid. 2014). https://fundacionfaes.org/wp-content/uploads/2021/09/2015062913291520_preguntas_con_respuesta_sobre_la_secesion_de_cataluna.pdf [3] Levitsky, Steven y Ziblatt, Daniel: Cómo mueren las democracias. Traducción de Gemma Deza Guil. Ariel. Barcelona. 2018.

Diplomacy
Yellow sign stating,

2024: The electoral year that we will live in danger

by Luis Eugenio García-Huidobro

It is also possible that, in the face of the uncertainty that this 2024 will bring, there may be no other alternative than to tolerate the tense wait that each of these elections entails. But even if this attitude is adopted, we must remember the lessons that history provides us in a context like the current one. During a conversation with foreign academics, one of them joked that, in 2024, we should at best content ourselves with having a quieter year than the previous one. Most agreed on the perplexity of entering a new year while still processing much of what happened in 2023. One of them recalled the assault on the Congress and the Supreme Court in Brazil, or the democratic regressions seemingly consolidating in India, Turkey, or Hungary. Another lamented that the terrorist attack in Israel and the brutal occupation of Gaza had diverted attention from the occupation in Ukraine and obscured the growing tension in the Balkans, the Red Sea, or the Taiwan Strait. Throughout this conversation, the common thread is the same: many events in 2023 reflect a world that has become extremely unpredictable. From this perspective, however, 2024 hardly presents itself as auspicious. By chance, in different electoral calendars, nearly half of the world's population will go to the polls in every corner of the planet, with geopolitical and democratic consequences difficult to anticipate. During 2024, there will be general elections in the United States, the United Kingdom, India, Mexico, South Africa, Taiwan, Indonesia, Pakistan, El Salvador, Panama, the Dominican Republic, Rwanda, Mozambique, Uruguay, Namibia, North Macedonia, or Romania. In addition to this, there will be presidential elections in Russia, Venezuela, Finland, Azerbaijan, Iceland, Croatia, Algeria, or Slovakia. There will also be parliamentary elections in Portugal, South Korea, Iran, Bangladesh, Belgium, Austria, Mongolia, Botswana, Georgia, or Lithuania. There will also be regional or municipal elections in Australia, Germany, Canada, Turkey, Spain, Poland, Brazil, Chile, or Bosnia and Herzegovina. This combination represents an unprecedented electoral scenario since the introduction of universal suffrage in the late 18th century. This intricate electoral puzzle will undoubtedly have direct consequences on almost all ongoing or developing geopolitical conflicts. For example, this Saturday, presidential elections will take place in Taiwan, in which one of the three candidates in dispute advocates for a more favorable position towards reunification with China, and another has downplayed the importance of this conflict to focus on public policy issues. It is no coincidence, then, that in his New Year's speech, Chinese President Xi Jinping announced reunification with the island as inevitable, marking an escalation in the rhetoric used to address the issue compared to the same speech the previous year. Also in Asia, the border conflict between India and Pakistan could take a new turn after the escalation of violence in 2021 and 2022, as a result of the general elections both countries will have between February and May. From India, only a consolidation in its nationalist rhetoric can be anticipated, while from Pakistan, it is difficult to know what to expect, given the deep political crisis the country has been experiencing for almost two years and the political dynamics generated by the humanitarian crisis on its border with Afghanistan. Against all odds, the war in Israel and Palestine has not yet escalated into a regional armed conflict. However, the situation in the Middle East rests on a precarious balance whose pieces could be rearranged in the coming months. Even if Benjamin Netanyahu's government resists the pressure to call general elections, Israel's geopolitical position is likely to be weakened by the almost certain Labour shift in the UK government, a result of the division this conflict generates within the British left. Conversely, a Republican victory in the US elections in November would be a relief for Netanyahu, given the deference with which this party usually approaches the more problematic actions of the Israeli government. The importance of this support should hardly be underestimated, given Israel's increasing marginalization within the international community. This is evident not only in the adverse votes it has faced in the United Nations General Assembly but also in the genocide accusation that South Africa has filed against it before the International Court of Justice. This latter country is also heading for general elections in 2024 after a presidential term characterized by corruption scandals and, for the first time since the end of apartheid, could result in a change in parliamentary majorities that ends the political hegemony of Mandela's party. Finally, there are no major expectations of change in the parliamentary elections of a theocratic autocracy like Iran, even after suffering one of the worst terrorist attacks since the 1979 revolution and undergoing a deep economic crisis that has persisted for years. But attention must be paid to the election of the Assembly of Experts in March, as the resulting balances in it could impact the eventual appointment of the successor to an increasingly elderly Ayatollah Khamenei, with the regional ramifications that this may entail. Calls are growing in Ukraine for President Volodymyr Zelensky to call elections during this year, due to the widespread criticism his handling of the conflict has received. But even discounting this uncertainty, the country will have to face multiple external electoral variables that could compromise its position. For now, in the middle of the year, the election of five out of ten non-permanent positions on the United Nations Security Council will take place. More importantly, a possible Republican victory in the US presidential and parliamentary elections could severely weaken the Ukrainian military position, as indicated by recent debates in the House of Representatives and the Senate. While Vladimir Putin's position within Russia is weaker than before the invasion in 2022 (especially after the failed Wagner Group rebellion last June), everything suggests that the president will be re-elected for a fourth term in March. This geopolitical equation must also consider the election of the European Parliament, in which some predict unprecedented victories for the far right, which, if materialized, would also impact the composition of the European Commission. At the same time, there will be a renewal of the European Council, whose composition could also undergo changes due to new political balances in national governments. It should not be ruled out that Ursula von der Leyen could fail to be re-elected for a new term, despite her recent promise to prioritize aid to Ukraine. However, the advance of the far right may not entail significant changes in the European position toward this conflict. As a recent study suggests, the Russian invasion has marked a shift in sympathy that some populist or far-right parties previously expressed toward the Putin regime, which has now become a toxic association they deliberately seek to avoid. The geopolitical importance of the war in Ukraine, finally, has overshadowed other conflicts that are even brewing on European territory itself. Notably, the growing tension between Serbia and Kosovo - in which the former has threatened military interventions - has multiplied fears of the resurgence of a conflict that between 1998 and 1999 caused an estimated twelve thousand deaths and more than a million displaced. It is in this scenario that general elections will take place in Croatia and North Macedonia, as well as municipal elections in Bosnia & Herzegovina. All this also happens in a year that will be a critical juncture for global democratic development. As all available indicators suggest, the last two decades have witnessed a decline in democracy worldwide. Last year is indicative of this trajectory: in Africa alone, seven coups d'état occurred. And while many of these events also demonstrate the surprising democratic resilience of many countries, it is undeniable that 2024 could be a turning point for liberal democracy. Many of the main democracies show severe democratic erosions. Elections in India - which some question whether it can still be considered a democracy - could end up consolidating a competitive autocracy in that country, as everything indicates that Narendra Modi will remain as prime minister. In Mexico, polls anticipate that in June, the presidential candidate of the ruling coalition will be elected, suggesting that the state dismantling advanced by President López Obrador and his attacks on key institutional checks will continue. Moreover, the eventual election of Donald Trump - if not disqualified by the Supreme Court from running again as a candidate - would pose a serious threat to American democracy, as predicted by the contempt he repeatedly showed as president towards constitutional forms. Just remember his reaction to the Capitol assault or his efforts to subvert the electoral result in 2021. And it is needless to point out that his return to the White House would make any geopolitical balance as unstable as his temperament. There may be those who criticize the excessive pessimism of the outlined horizon. They may use the example of Poland, whose parliamentary election last October offered some optimism in the face of the democratic erosion that the country had experienced over the previous eight years. But even in this case, the path ahead for the Polish government to reverse this illiberal trajectory is long, and it will face multiple challenges. Perhaps the greatest of them in the short term is the municipal election in April, which populist parties could win. The same could be said of Brazil, which, after denying re-election to President Jair Bolsonaro, will return to the polls for the municipal elections in São Paulo. It is also possible that, in the face of the uncertainty that this 2024 will bring, there may be no other alternative than to tolerate the tense wait that each of these elections entails. But even if this attitude is adopted, we must remember the lessons that history provides us in a context like the current one. After all, we must not forget that in August 1914, the world's major powers believed that, in a context of great geopolitical instability, they would be perfectly capable of anticipating the reactions of their adversaries in case conflicts escalated.

Defense & Security
Saint Basil's Cathedral as viewed from Red Square.

There Was Once a Counteroffensive

by Pascal Boniface

The war in Ukraine is developing not quite as expected. Kiev's army is on the defense, Moscow's troops are advancing. All the while, the distance between the West and the rest of the world is increasing The year 2023 was a catastrophic year for geopolitical affairs. The war between Russia and Ukraine that began a year earlier continues, followed by the war between Israel and Hamas that broke out on October 7. The expected collapse of the Russian army did not happen. Yevgeny Prigozhin, head of PMC Wagner, who openly questioned Vladimir Putin’s authority, died officially by accident. Vladimir Putin’s power is now even more firmly established in Russia. Westerners, who decided to leave Russia to impose sanctions on it, allowed it to recover $100 billion worth of abandoned assets for next to nothing, which the Russian government was able to redistribute among its cronies. The Ukrainian counteroffensive launched in the summer of 2023 has failed. The most likely scenario in this context is, of course, that the military situation will freeze, allowing Russia to retain some Ukrainian territory. This represents a heavy defeat for the West, as they themselves have stated that they will lose their credibility if Ukraine loses the game, and that Putin will win the war by default. The Ukrainian issue is also the subject of intense debate in the USA, with Republicans and Democrats arguing over whether to continue supporting Ukraine on a massive scale. The White House continues to massively support Kiev, but if Donald Trump returns to power next year, American aid to Ukraine will indeed be suspended. Vladimir Putin will be able to prevail, at least from a communications standpoint. The great mistake of the West is that it confused the desirable (Russia’s defeat) with the possible. However, demographics are in Russia’s favor: there are four times as many Russians as Ukrainians. The Russian defense industry is operating at full capacity and is supported by Iran and North Korea. Russia is weakened by the departure of many Russians who fled repression and mobilization. It is cut off from the Western world united against it, but on the other hand, it retains the cards to play in the so-called Global South. You could say that the war in Gaza has benefited its cause. Indeed, on October 7, 2023, Hamas launched deadly attacks against Israel. Israel has launched a massive military operation in the Gaza Strip to root out Hamas. By carrying out massive bombing raids that have already killed more than 24,000 people and created a catastrophic humanitarian situation. Gaza is a children’s graveyard. If nothing justifies the October 7 terrorist attacks, nothing justifies the massive and indiscriminate bombing of civilians who would otherwise be subjected to a blockade. This situation in the Middle East is a real argument for Vladimir Putin against the West. The latter actually continues to ask the countries of the Global South, non-Western countries, to adopt sanctions against Russia that has seized territories by force and bombed civilians, which is forbidden by international law. But the same Western countries recognize Israel’s unconditional right to self-defense, while Israel also occupies territories and bombs civilians. For the affected Israelis, there will be a before and an after October 7. They thought they lived in a safe haven, protected from harm, but found that they did not. These attacks came as an undeniable shock to Israel. But there will also be wars before and after the Gaza war, because the images of Palestinian civilians in the Gaza Strip under Israeli bombardment that we see now may be less visible in the Western world, but are widespread around the world and will also remain in the collective consciousness. In both cases, to varying degrees, there is a difference in understanding between Western and non-Western countries. Western countries condemn Russia and support Israel. Non-Western countries think it is completely abnormal to condemn Russia and not condemn Israel for bombing civilians. This difference in perception is growing and isolating the western world from the rest of the world.

Defense & Security
Ukrainian soldier launching a drone for reconnaissance

How the Drone War in Ukraine Is Transforming Conflict

by Kristen D. Thompson

Drone technology has been used extensively in twenty-first-century armed conflict, but the Russia-Ukraine war is driving innovations in autonomous warfare not seen on other battlefields. From drones that fit in the palm of the hand to drones weighing more than 1,000 pounds (454 kilograms), Ukraine has built and acquired a diverse fleet of remotely piloted aircraft to complicate and frustrate Russia’s advances. The constantly evolving scope of this technology and its ever-growing use signal not only the potential for drones to level the playing field in the Russia-Ukraine war, but also their ability to influence how future conflicts are waged. Why is the war in Ukraine a hotbed for drones? As the war enters its third calendar year, neither side is close to achieving air superiority. Most military analysts expected that Russia, with its superior air power, would quickly seize control of contested airspace early in the conflict. But surprisingly, Ukraine’s defenses, later bolstered by Western systems, were able to repel and deter Russian aircraft from making near-border and cross-border strikes. The inability of either side to break through the other’s integrated air defenses has forced them to increase the agility of their fielded forces and rely more heavily on standoff weapons, including long-range artillery, missiles, and drones. These conditions have led to the development of new drone technologies that could help Ukraine level the playing field in the air battle and possibly turn the tide of the war in its favor. What technologies are in use? Ukraine’s drone deployment has evolved with the changing battlefield. During earlier stages of the war—when Russia’s air defense and electronic-warfare capabilities were less pronounced—Ukraine relied on larger drones such as the Turkish TB2 Bayraktar to great effect. The TB2’s ability to carry multiple air-to-ground munitions and loiter for long periods allowed Ukrainian forces to penetrate Russian air defenses and strike heavy targets. However, as time progressed and Russia took greater control of the skies, it was able to detect and shoot down these larger models more easily. The TB2 may maintain some relevance—its sensor suite and considerable range still enable Ukrainian operators to collect intelligence—but Ukraine has nonetheless shifted to using smaller drone technology to adapt to Russian advances. The more abundant, smaller drones are proving to be serious game changers in that they have given Ukraine better battlespace awareness and more capability to hit targets. The Ukrainians have tapped into commercial technology—the same recreational products available to civilians—to get cheap, off-the-shelf drones onto the battlefield quickly. Many of these “hobbyist” drones have been acquired through grassroots crowdfunding efforts, or “dronations.” At just one thousand dollars per unit, the small drones can be rapidly amassed and repurposed by operators for a specific effect. For example, the popular first-person view (FPV) drones commonly used for racing or filmmaking are retrofitted with makeshift explosives and flown to strike fixed targets at relatively low cost. These drones can carry out single-use strikes with high precision while remaining less susceptible to Russian air defense systems. Additionally, the Ukrainians have repurposed significant aspects of their domestic economy to support the new drone supply chain, increasing their drone-making capabilities through public-private partnerships. One year ago, Ukraine had seven domestic drone manufacturers and it now has at least eighty. As for Russian drone technology, Moscow deploys indigenous models, such as the Orion, Eleron-3, Orlan-10, and Lancet, but Western sanctions on crucial Russian supply chains have prevented Moscow from excelling in drone production. Instead, Russia has turned to Iran for a steady supply. The Russians now boast an extensive fleet of Iranian-made Shahed-136 drones that can carry 100 pounds (45.4 kilograms) of explosives over a range of 1,200 miles (1931 kilometers). How are drones shaping the war? This conflict has demonstrated the battlefield advantages of drones, which have become smaller, more lethal, easier to operate, and available to almost anyone. They compress the so-called kill chain, shortening the time from when a target is detected to when it is destroyed, and they can bolster a military’s ability to reconnoiter the forward edge of the battlefield. Drones with longer endurance profiles can effectively conduct hours of reconnaissance, enabling other, more advanced drones to carry out precision strikes deep inside enemy territory. Other models enable individual soldiers to monitor adversary movement without risking lives or giving up the soldier’s position. Drones can also play an important international humanitarian role, for instance, by conducting battle and collateral damage assessments or exposing war crimes. U.S. drone manufacturer Skydio recently donated nine drones that—with their high-resolution cameras—will be used to help Ukraine document potential Russian war crimes. Through the U.S. Agency for International Development (USAID), images captured will be used to aid the Office of the Prosecutor General in documenting many instances of human rights abuses. What are the defenses against drones? Drones are susceptible to air defenses. Larger drones with a distinct radar cross-section are easy, slow-moving targets for air defense interceptors and anti-drone guns; both Ukraine and Russia have downed thousands of drones with their interceptors and artillery. However, the continual use of these systems by both Ukraine and Russia can be prohibitively costly, as a single drone could cost thousands or even millions of dollars to intercept. An emerging challenge of counter-drone defense is the need to develop and employ a system that is cheaper than its target. Crucially, smaller drones that can swarm toward a target are more difficult to shoot down. as they can overwhelm air defense systems. A key countermeasure has been to utilize electronic warfare in the form of jammers, spoofers, and high-energy lasers that prevent drones from reaching their target. Jammers—used by both Russia and Ukraine—send out powerful electromagnetic signals that can cause a target drone to fall to the ground, veer off course, or turn around and attack its operator. As the war progresses, both sides are continually investing in and adapting electronic warfare tactics to counter the innovations of their adversary. How will the drone war evolve? The Russia-Ukraine conflict has demonstrated that innovations in drone technology can change the balance of power in the air defense domain especially. While Russia seeks to build pockets of air superiority and bolster its drone production and anti-drone defenses, Ukraine continues to develop both more and less sophisticated solutions. In a recently uncovered partnership project with Iran, Russia finished constructing a drone factory in Tatarstan, 500 miles (805 kilometers) east of Moscow, where it could produce an estimated six thousand Shahed-136 prototypes (renamed the Geran-2 by Moscow) by mid-2025. This expanded drone production could be enough to counter Russia’s shortage of drones on the front lines and turn the tide of the conflict in its favor. However, Ukraine’s ability to acquire and crowdsource commercial drone technology, tactically modify drones in the field based on real-time feedback, and alter tactics to defeat anti-drone systems have proved to be crucial to its war effort. Even while overmatched force-wise, Ukraine has shown how savvy technological adaptation can change twenty-first century warfare and could tip the balance of power in favor of the force that is more innovative. Editor’s Note: Opinions, conclusions, and recommendations expressed or implied within are solely those of the author.

Defense & Security
Border sign to France

France moves to the right on immigration

by Shairee Malhotra

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

Diplomacy
Expanding the relationships between Russia and North Korea

Foreign Minister Sergey Lavrov’s opening remarks during talks with Foreign Minister of the Democratic People’s Republic of Korea Choe Son-hui, Moscow, January 16, 2024

by Sergey Lavrov

Comrade Choe Son-hui, I am very glad to welcome you and all your delegation members to Moscow in the first days of 2024. I would like to once again congratulate you and our Korean friends on the holidays we have celebrated recently and wish you all the best and every success in the new year. The timing of this meeting provides us with a perfect opportunity to conduct a preliminary review of our efforts to carry out the agreements resulting from the summit between President of Russia Vladimir Putin and Chairman of State Affairs of the Democratic People’s Republic of Korea Kim Jong-un at the Vostochny Space Launch Centre in September 2023. We are proactively working on these matters. I have warm memories of my visit to Pyongyang in October 2023 and the hospitality you extended to our delegation. The 10th meeting of the Russian-Korean Intergovernmental Commission for Trade, Economic, Scientific and Technical Cooperation in November 2023 was another important event. There were also other bilateral exchanges at the agency, ministry, and regional levels. We appreciate the fact that DPRK’s Minister of Physical Culture and Sport, Kim Il-guk, took part in the Russia – A Sports Nation international forum in Perm in October 2023, while DPRK’s Minister of Culture Sung Jong-gyu proactively contributed to the 9th St Petersburg International Cultural Forum in November 2023. The visit by a delegation from the Primorye Territory to Pyongyang, led by Governor Oleg Kozhemyako, in December 2023 was also very useful. These contacts mark the beginning of an intensive and demanding, but also fruitful and rewarding, work to expand our relations across the board. We are preparing several other important events, including on cultural and humanitarian matters. I can mention the upcoming performance by Mariinsky Theatre’s Primorye branch in Pyongyang, as well as the participation of Russian performing groups in the annual April Spring festival. Today, we will have a detailed discussion on topical bilateral matters, including ways to further enhance our practical cooperation. As for the international agenda, we are looking forward to continuing our trust-based dialogue on the situation on the Korean Peninsula and in Northeast Asia in general. Russia reaffirms its principled position on the need to find comprehensive and fair solutions to the existing problems. We have always advocated for talks without preconditions as a path to achieving lasting peace and stability across Northeast Asia. Russia has independently submitted proposals to this effect, as well as together with the PRC, to the UN Security Council. These proposals are currently on the negotiating table. We must recognise that the policy pursued by the United States and its regional satellites to create security threats for the DPRK does nothing to promote any positive advancements. We will continue to call for the rejection of any steps that lead to escalation and heightening tensions. We are working together within a broader geography on security matters in the Asia-Pacific region, where we must uphold universal mechanisms rooted in ASEAN proposals and which have been effectively operating for many decades. However, attempts by the United States and its allies to create closed, bloc-based formats and to expand NATO infrastructure to this region undermine these mechanisms and erode their effectiveness. We have been working closely and very successfully with Pyongyang within the United Nations and at other multilateral organisations. Russia has always supported the DPRK within the UN and appreciates the fact that you have treated Russia in the same manner, including on matters related to the ongoing special military operation in Ukraine. We have a packed agenda, and I am certain that today’s talks will enable us to advance towards delivering on the agreements between our leaders resulting from the September 2023 summit.

Diplomacy
The Sino-Russian biotechnology collaboration

Global implications of the Sino-Russian biotechnology collaboration

by Shravishtha Ajaykumar

The Sino-Russian biotechnology collaboration, augmented by its strategic focus on pharmaceuticals and economic growth, has called for a global concern on the future of globalisation. In 2019, China and Russia reinforced their collaboration in scientific innovation and technology. This collaboration, traced back to the 1990s, was relaunched in a signed letter by Chinese President Xi Jinping in March 2023, before he visited Russia. In 2021, Russia and China launched their lunar research and exploration roadmap. The collaboration between these two countries has also included remote sensing, electronic components for space flight applications, and space debris monitoring. In nuclear technology and energy cooperation, the two countries have undertaken the construction of the seventh and eighth power units. The Tianwan Nuclear Power Plant's third and fourth power units of the Xudabao Nuclear Power Plant in China were launched in May 2021. Additionally, the countries have promised the completion of a cross-border pipeline to supply natural gas across the Beijing, Shanghai and Tianjin routes. Additionally, the Russia-China Investment Fund was established by the Russian Direct Investment Fund and China Investment Corporation. Much of the funding and investments upcoming in this area of collaboration between China and Russia are attributed to the Belt Road Initiative, which is expanding research in university research centres in biology, material sciences, and space exploration. This history of cooperation underpins a strategic convergence towards the biotechnology sector, as both nations recognise the potential of this field to not only drive their scientific advancement but also reshape the global scientific landscape. There are multifaceted dimensions of the Sino-Russian biotechnology collaboration, delving into its historical roots, far-reaching implications, hurdles, and potential consequences, including its impact on biowarfare and biosecurity. China has outlined biotech goals in its Made in China 2025 strategy, including innovative medicine. Similarly, Russia released its Pharma 2030 strategy in December 2021. This strategy aims to enhance the production of medicine and medical equipment and innovation, One of the pivotal domains of this collaboration lies in genetics and genomics. The immense genetic diversity within both nations provides an unprecedented platform for joint research to unravel the intricate genetic underpinnings of various diseases. By pooling their vast resources, expansive datasets, and scientific expertise, China and Russia can accelerate the pace of genomic research and chart the course for personalised medicine and innovative approaches to disease prevention. This has implications for their populations and the broader global healthcare and biotechnology innovation landscape. Both countries have seen an increase in biotechnology capacities in the last decade. China, for example, has a biotechnology market value of nearly USD 4 billion as of 2021. Similarly, Russia has also begun expanding research and market investment in biotechnology, especially since the advent of their SARS-Cov vaccine, Sputnik V. Though Russia’s market expansion is yet to grow to compete with other larger economies, its collaboration with China may indicate future growth in this area. Despite limitations in their national biotech industries, Russia and China have increased collaboration in the field of biotechnology; one notable example includes the Russian company Biocad and Chinese manufacturer Shanghai Pharmaceuticals Holding (SPH) collaborating to commercialise medicines in the Chinese market. This venture received significant funding, with SPH holding 50.1% and Biocad 49.9%.Global ImplicationsHowever, the growth of Chinese and Russian biotech programmes and their collaboration has sparked concerns in other countries. Many countries, including the United States (US), highlighted them as countries to monitor due to “unreliable information”, as stated in the Biodefence Posture Review 2023. In 2022, the US released a renewed National Biodefence Strategy and Implementation Plan and its Biodefence Posture Review 2023. The 2023 Biodefence posture review highlights the need for a biosecurity approach to biodefence. Similarly, the United Kingdom (UK) has released a biological security strategy, where the Russian invasion of Ukraine has been highlighted in a case study linked to an increase in the Avian Flu. Outside of concerns directly related to Russia and China, these strategies, including India’s Biosafety Manual for Public Safety Laboratories, highlight a pressing need for biowarfare preparedness and underscores the significance of collaboration in the biotechnology realm to address non-reported activities or non-state actors and bioterrorism. In response to the global shift in investment and innovation into biotechnology, preceded by the concerns of the pandemic and the potential for future pandemics, other regions, including the European Union and Africa, are also prioritising biosafety and biosecurity strategies. Biosafety and Biosecurity are growing concerns for nation-states in the coming decade, so many have highlighted these areas in their strategies. However, with collaborations between countries attributed to unreliable, this strategy must also consider responding to misinformation and malintent.Responding to Sino-Russian collaborationAs the potential threat of biowarfare looms, strategies are not enough and collaborative efforts of larger economies can prove to become pivotal in developing advanced strategies for detecting, preventing, and mitigating bioterrorist threats. Their combined expertise in genetics and biotechnology offers the potential to create rapid response systems, advanced diagnostics, and countermeasures against potential biowarfare agents. Such collaboration can address strategies' applications and concerns around Sino-Russian cooperation, non-state actor threats and future pandemics. Creating a collaborative bilateral alliance between India and the USA in the field of biotechnology growth and innovation can help counter the potential of the Sino-Russian collaboration that does not inhibit global development but still prioritises the needs of other economies. Such an alliance can also be developed under multilateral partnerships like the Quad (Quadrilateral Strategic Alliance (India, Japan, Australia, US)) or I2U2 (India, Israel, UK, US). We have already seen India progress in the global market with collaborative advancements in vaccine development. The same expanded diagnostics and surveillance technologies testify to their commitment to international security and preparedness.  They provide the global south and upcoming economies with a more significant platform to compete with economies like Russia and China. The journey of Sino-Russian biotechnology collaboration, specifically emphasising biowarfare preparedness, is challenging. Geopolitical considerations, intricacies surrounding medical innovation, trade and investment, and the complexities of regulatory harmonisation necessitate navigation. Sustaining the success of this collaboration demands cultivating further global partnerships between other countries at bilateral/trilateral levels, mutual trust, equitable resource allocation, and sharing knowledge in an atmosphere of camaraderie.ConclusionThe recent strides taken during the COVID-19 pandemic highlight the urgency and effectiveness of global cooperation in addressing emerging infectious diseases and bioterrorist threats. The international community witnessed how rapid vaccine development and distribution can be achieved through collaborative cross-border efforts. Joint initiatives are poised to yield breakthroughs in biopharmaceuticals, regenerative medicine, bioinformatics, and biowarfare preparedness. The Sino-Russian biotechnology collaboration, augmented by its strategic focus on pharmaceuticals and economic growth to space and BRI applications, has called for a global concern on the future of globalisation. Additional concerns around biowarfare preparedness symbolise the evolving landscape of scientific partnership and balancing the same with geopolitical alliances. By harnessing their complementary expertise in genetics, genomics, healthcare, and biowarfare preparedness, China and Russia stand poised to redefine the contours of the biotechnology industry, revolutionise global health outcomes, stimulate economic growth, and enhance global security. As they adeptly navigate challenges and seize the opportunities that lie ahead, other leading economies, including India, must also further their growth in biotechnology and address global markets through collaboration.