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Diplomacy
Map of South China Sea

South China Sea: interpretations of international law, a tool for political influence?

by Frédéric Lasserre , Olga V. Alexeeva

Renewed major tensions have surfaced once again in the South China Sea between China and the Philippines. While the immediate concern revolves around the control of reefs and islets, the underlying issue extends to the control of maritime territories, driving the parties involved. These sovereignty disputes are not novel occurrences. Conflicts in the South China Sea (SCS) have intensified since the 1960s, leading to a competition for the occupation of islands and islets in the Paracels and Spratlys. The objective was to establish control over these islands, using them as military outposts and symbols of sovereignty. With the introduction of the United Nations Convention on the Law of the Sea (UNCLOS), the rivalry transitioned towards the assertion of states' rights over maritime zones. The narrative of the parties involved has evolved regarding the legitimacy and legal characterization of the claimed maritime territories. Malaysia (1983), Vietnam (1994), and the Philippines (2009) have contended that the Spratly Islands do not merit an exclusive economic zone (EEZ), indirectly challenging China's claims. In response, Beijing has adjusted its official discourse. Is this shift in legal rhetoric a strategic reinterpretation of maritime law aimed at refuting adversaries' arguments and utilizing legal discourse as a political tool in a broader struggle for influence? An evolution in the legal discourse of Southeast Asian states In the South China Sea (SCS), a noticeable shift in the redefinition of maritime boundaries has emerged since 2009. Previously, definitions often lacked clarity and legal grounding. In recent years, Malaysia, Brunei, Vietnam, and the Philippines have sought to refine their claims, aligning them with the norms established by the 1982 United Nations Convention on the Law of the Sea (UNCLOS). This strategic move sharply contrasts with the trajectory of the People's Republic of China (PRC), whose evolving stance has been criticized for increasingly diverging from international maritime law. Between 1994 and 2016, China's assertion over the Maritime Claims (MCS) primarily relied on the controversial nine-dash line [九段线], criticized for its ambiguity regarding the extent and legal basis of the claimed maritime territory. However, since 2016, following the ruling by the Permanent Court of Arbitration, China's discourse has shifted towards the "Four Sha" theory [四沙], positing that large (sometimes fictional) archipelagos serve as the legal foundation for its maritime claims. This shift among the Southeast Asian players could be seen as a strategic move vis-à-vis China: by refining their claims to align more closely with the principles of the Law of the Sea, these nations might aim to underscore the inherently unlawful and objectionable nature of China's assertions. This tactic underscores an increasing disparity between Southeast Asian states, endeavoring to adjust their claims in accordance with international legal norms, and China, whose assertions are grounded in disputed interpretations of maritime law. The clash of legal discourses in the South China Sea The People's Republic of China (PRC) asserts its claim to the South China Sea (SCS) through what is commonly known as the nine-dash line (Fig. 1), a demarcation that has encompassed the majority of this maritime region since 1949. However, significant ambiguity persists regarding the precise meaning and scope of this demarcation, as China has yet to provide a clear explanation despite repeated requests from neighboring states. This lack of transparency has led to frustration among neighboring nations, prompting the Philippines to file a formal complaint with the Law of the Sea Tribunal in April 2013. The Chinese government's reluctance to clarify the exact nature and coordinates of the line has fueled suspicions regarding its true intentions. Even Indonesia, which does not have territorial claims in the South China Sea, expressed concerns about the legal uncertainty surrounding China's delineation of this maritime boundary in 2010. Before 2009, Southeast Asian countries involved in disputes over island formations or maritime zones in the South China Sea (SCS) had not clearly delineated their claims, either by providing legal justifications for their extensions or by publishing precise coordinates of the boundaries of the claimed maritime areas. However, on May 6, 2009, Malaysia and Vietnam submitted a joint proposal for the extension of their continental shelves in the southern part of the SCS, followed by Vietnam's independent submission for the central part of the SCS on May 7. By doing so, they publicly disclosed the positions of the outer limits of their respective Exclusive Economic Zones (EEZs). Neither state included the island formations they claim in the SCS in the definition of their EEZs or extended continental shelves. Instead, the boundaries of the 200-mile zones are determined based on each state's coastline. For instance, both Malaysia and Vietnam have excluded the Spratly Islands from the definition of their maritime zones, indicating that they consider these island formations as rocks under Article 121(3) of the United Nations Convention on the Law of the Sea (UNCLOS), which cannot generate either EEZs or continental shelves.  Are the states of Southeast Asia pursuing a political objective by modifying their legal discourse? There has been a notable evolution in the discourse of Southeast Asian states involved in the South China Sea conflict – Vietnam, the Philippines, Malaysia, and even Indonesia, which is not directly embroiled in the dispute over sovereignty in the Spratly Islands – regarding the status of these islands and their capacity to generate maritime zones. Changes in interpretation, qualifications, or legal doctrines, as well as efforts to define international norms, can potentially be seen as a mobilization of law to achieve political objectives. When questioned about the evolution of legal analyses among the protagonists in Southeast Asia, a majority of the interviewed specialists (20 out of 25) noted a clear shift in the discourse of these four countries. There is a consensus that they seek alignment with the principles of the Law of the Sea. These states are exploiting ambiguities in Article 121 for political purposes: it involves waging "legal guerrilla warfare" and "legal diplomacy" to underscore China's divergent stance and, implicitly, its disregard for the spirit of UNCLOS. Chinese Response: Reassessing Island Groups in the South China Sea? On July 12, 2016, the Permanent Court of Arbitration in The Hague issued its ruling following the Philippines' claim filed in 2013. The Court's decision rebuffed Chinese assertions regarding historical rights and determined that none of the island formations in the Spratlys qualify as islands under Article 121, precluding them from generating an EEZ or continental shelf. China vehemently rejected this ruling, refusing to acknowledge the arbitration. However, Chinese rhetoric has shifted since 2016, indicating a willingness to adjust its arguments in light of the Court's findings. Before 2016, China asserted its sovereignty over the islands in the South China Sea without specifying the status of the Paracels or Spratlys island groups. However, since 2016, China has been advancing a new line of argumentation, grouping the island formations in the South China Sea into cohesive units. Chinese sovereignty is claimed to be derived from control over four blocks of islands forming coherent entities. It appears that Chinese legal experts are attempting to introduce a novel concept, as China cannot assert itself as an archipelagic State under UNCLOS. Such status would allow continental States to draw baselines around their archipelagos, which are considered territorial units. This concept faces significant challenge from numerous Western legal experts. Hence, in the Chinese narrative, there's a departure from discussing individual island groups or the ambiguous nine-dash line, towards emphasizing four archipelagos as the fundamental units of Chinese legal discourse. This shift, while sidestepping the PCA's 2016 ruling and distancing itself from the weakened concept of "island" due to the arbitration's denial of China's EEZ rights in the Spratlys, introduces the notion of archipelagos, purportedly enabling the creation of maritime zones in official discourse. However, this stance is dubious under the Law of the Sea, as it doesn't permit continental States to exploit the establishment of archipelagos outlined by lengthy baselines. Moreover, it doesn't authorize the generation of maritime zones from archipelagic entities if the islands constituting these archipelagos cannot themselves establish an EEZ or continental shelf.    Conclusion In the South China Sea, there has been a notable shift in legal positions by both China and the Southeast Asian states. Vietnam, the Philippines, and Malaysia are now advancing the argument that the islets fail to meet the criteria outlined in Article 121(3), thus negating the establishment of an EEZ or continental shelf. This reclassification not only impacts their own claims but, more significantly, challenges China's assertion of expansive maritime territories under international law. This strategic maneuvering appears to signify a politicized manipulation of maritime legal frameworks. Conversely, China has also undergone doctrinal evolution, transitioning from conventional maritime claims rooted in the Paracels and Spratlys islands, to the historically contentious nine-dash line, and most recently, the emergence of the "Four Shas" concept, positing four coherent archipelagos as the basis for EEZs. This progression aims to establish a novel legal foundation to defend its ambitious territorial claims. In essence, these legal transformations underscore the instrumentalization of law as a means to advance and safeguard national interests, with China advocating for a distinct interpretation of international legal norms.

Diplomacy
Remembering of Alexei Navalny in Berlin at the Russian Embassy

Alexei Navalny had a vision of a democratic Russia. That terrified Vladimir Putin to the core

by Robert Horvath

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

Diplomacy
China and the USA wrestle over Taiwan

When Giants Wrestle: The End of Another Round of Tensions Between the United States and China?

by Ofir Dayan , Shahar Eilam

How are the fluctuating tensions between Washington and Beijing over Taiwan expected to affect Israel? On January 13, William Lai, the leader of the Democratic Progressive Party (DPP), was elected president of Taiwan. A few days earlier, for the first time in four years, the United States-China Defense Policy Coordination Talks took place in Washington, marking the end of a prolonged round of tension between the two powers, which had peaked in August 2022 when the speaker of the US House of Representatives visited Taiwan. Taiwan is a major point of friction in the already tense relations between the two powers. Managing the disagreements between them has broad implications, including for Israel. The ongoing strategic rivalry between the two superpowers—the United States and China—is the most important geostrategic factor of our time. The two countries are vying for technological dominance and control over resources, that will shape our future, and infrastructure that is critical for civilian, economic, and military purposes. The United States and China are also competing for global influence by forming partnerships and trying to influence world order, including its values, institutions, and mechanisms that regulate it. Can they shape the rules of the competition between them without spiraling into a military conflict that would have devastating global consequences? Taiwan may be the most volatile flashpoint in the complicated relationship between the two powers. For China, the “reunification” with Taiwan is one of its “core interests”—a top objective and a flagship issue in its foreign policy. Although the United States has repeatedly declared that it is committed to the “one China” policy, it is also an ally of Taiwan. The United States has warned China to refrain from making unilateral, aggressive moves vis-à-vis Taiwan, while supplying Taiwan with military resources to deter China and prevent a forceful takeover. Since assuming power in 2013, President Xi Jinping of China has repeatedly emphasized Taiwan’s unification with China as a key objective. During a meeting with President Joe Biden in November 2023, President Xi said that China “prefers” a peaceful unification, but he did not dismiss the use of force. On the eve of Taiwan’s 2024 elections, President Xi further stated that unification is “inevitable.” The tensions between the powers over Taiwan had escalated following the previous elections on the island in 2020. During this period, senior American officials visited Taiwan, and the United States and Taiwan signed weapons deals in August and September of that year, followed by a marked increase in Chinese military aircraft penetrating the island’s air defense identification zone and crossing the “midline” between the island and mainland China. China’s perception of encirclement was further heightened by the United States’ strengthening of its alliances and initiatives in the Indo-Pacific region (such as QUAD, AUKUS, and IPEF) and by the increased diplomatic pressure exerted on China, through boycotting the 2022 Winter Olympics and protesting its human rights record. But even during this period, despite rising tensions, the two nations maintained ongoing communications, including the Alaska talks in March 2021—although they were notably tense—and the meeting between the presidents in November of that year. The tension peaked in April 2022, when then Speaker of the US House of Representatives Nancy Pelosi announced her intention to visit Taiwan. China strongly protested, and the White House even recommended Pelosi to reconsider her visit due to concerns about potential military escalation. Pelosi refused and proceeded with her visit in August, delivering a speech at the Taiwanese legislature and advocating for increased American–Taiwanese cooperation. In an article published in the United States before her visit, Pelosi wrote that “at a time when the world faces a choice between autocracy and democracy . . . it is essential that America and our allies make clear that we never give in to autocrats.”   In response to Pelosi’s visit, China held a large-scale military exercise that disrupted air and maritime traffic in the region and released a white paper emphasizing “The Taiwan Question and China’s Reunification in the New Era.” Furthermore, as a countermeasure to Pelosi’s visit, the Chinese Ministry of Foreign Affairs announced that it was suspending all dialogue and cooperation with the United States, including dialogues between the military commands, the ministries of defense (DPCT), and the maritime military coordination (MMCA), and cooperation in the fields of illegal immigration, criminal legal assistance, transnational crimes, counternarcotics, and climate change. In November 2022, presidents Biden and Xi met in Bali, Indonesia, in an attempt to put the relations between the two powers back on track. After the meeting, the White House issued a statement announcing that the United States will continue to compete actively with China, but the two countries must manage their competition responsibly, without letting it escalate, while maintaining open channels of communication and continuing to cooperate on global issues such as climate change, counternarcotics, debt relief, health, and food security. Regarding Taiwan, the United States reiterated its commitment to the one China policy but strongly opposed China’s aggressive actions, which violate peace and stability in the Strait and in the entire region. The Chinese also released a statement, noting that President Xi highlighted that Taiwan is a core Chinese interest and constitutes a red line that is nonnegotiable in the relations between the two countries. It was anticipated that the year 2023 would begin on a more positive tone, with US Secretary of State Antony Blinken’s scheduled visit to China in February. The visit was canceled when a Chinese balloon was discovered floating over US territory for a week until the US Air Force intercepted it. Although the White House at first tried to downplay the incident, with President Biden initially referring to it as a “minor breach” and said that the Chinese government was unaware of the issue. China claimed that a weather monitoring and research balloon had strayed off course. Public pressure, however, led the administration to cancel Blinken’s visit. Subsequently, the US Department of Commerce imposed restrictions on six Chinese companies linked to balloon and aviation technologies that are used by the Chinese military, requiring that they receive special approval to access American technology. In April and May, China retaliated at a relatively low bar by imposing sanctions on a US member of Congress who visited Taiwan and sentenced an American citizen living in Hong Kong to life imprisonment, for alleged espionage for the United States. These actions reflect the efforts of both China and the United States to take focused, restrained measures, to avoid escalating tensions. The absence of a strong reaction from China to the establishment of a select committee within the US House of Representatives, focused on examining the US–China strategic competition, suggests that China sought to prevent further escalation of the conflict.   Efforts to end the crisis and restore talks were renewed in May 2023 when the head of the CIA met with his Chinese “counterparts.” In June, US Secretary of Defense Lloyd Austin and Chinese Minister of Defense Wei Fenghe met on the sidelines of the Shangri-La conference in Singapore. Secretary of State Blinken’s anticipated visit to China took place later that month. In July, US Special Envoy for Climate John Kerry and Secretary of the Treasury Janet Yellen traveled to China, followed by a visit of US Secretary of Commerce Gina Raimondo in August. These high-level meetings concluded on a note of cautious optimism, with both sides acknowledging “progress” but not a “solution,” as the purpose of the meetings was to stabilize relations rather than to resolve the issues in dispute. In September 2023, Secretary of the Treasury Yellen and Chinese Finance Minister He Lifeng launched two new working groups on economic and financial issues. Moreover, Pentagon officials and their Chinese counterparts met and discussed the US Department of Defense’s cyber strategy, followed by a meeting of the American and Chinese presidents in San Francisco in November. The American efforts to renew the military dialogue between the two countries was initially met with refusal by China until December, when General Brown, the chairman of the Joint Chiefs of Staff, spoke with his Chinese counterpart General Liu Zhenli. In early January 2024, a few days before the elections in Taiwan, the annual Defense Policy Coordination Talks between the two countries were held at the Pentagon for the first time in four years. These developments reflect China’s acute sensitivity toward the Taiwan issue and its willingness to take significant measures against perceived violations of its One China Policy, especially by the United States. Despite numerous disputes, the growing rivalry between them, the defiant measures, and the reciprocal sanctions, these events highlight that the two powers recognize the importance of keeping channels of communication open. This dialogue is crucial for pursuing shared interests, resolving disputes, and minimizing the risk of military escalation that could have far-reaching consequences for both nations as well as the global community. The ongoing tension between the United States and China over Taiwan also has implications for Israel. First, the increasing friction between the powers has accelerated the formation of two opposing camps and has limited Israel’s ability to maneuver between them. As demonstrated (again) since the outbreak of the war between Israel and Hamas, the United States is Israel’s greatest friend and its most important strategic ally. While China is an important economic partner of Israel, its policy is not that of a friend, and its oppositional stance toward Israel has the potential to cause significant damage. The United States expects its allies to stand by its side and to align more closely with its policies vis-à-vis China, especially concerning advanced technologies and critical infrastructure. Failing to meet US expectations could strain US–Israel relations. Second, a military escalation between the United States and China would also have global economic consequences, seriously disrupting supply chains of raw materials and essential goods crucial to Israel. Finally, the US administration recently linked the military aid granted to Israel to that of both Taiwan and Ukraine, framing them as three democracies under threat. While this linkage underscores the US commitment to its allies, it also creates constraints and interdependencies. The attention and resources that the United States currently allocates to Israel and to the broader challenges in the Middle East could be compromised if the United States faces serious military crises elsewhere in the world, and this could have far-reaching impacts on Israel.

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

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
Chile Flags

Chile rejects second constitutional proposal

by Marcela Cubillos

Last Sunday, Chile made a U-turn in constitutional matters, that is to say, after four years of experimentation and going to the polls five times, it went back to square one. By 55.8% against 44.2%, citizens said no to the second constitutional proposal presented to them in little more than a year. In September 2022, the text of the first Convention had been rejected by 61.8%, with only 38% support. These are the six keys to understand the result: 1.- A process that started badly Last Sunday, the constituent process that began in November 2019 under the blackmail of violence came to an end. As a result of the outbreak that occurred in October of that year, the government of former President Piñera promoted a transversal agreement in Congress that began the replacement of the Constitution drafted during the Pinochet dictatorship, which had been extensively reformed in democracy. In fact, the last major reform to that text was in 2005 during the government of former President Lagos. The changes made there were so important that Lagos introduced a norm to replace Pinochet's signature and, when he promulgated the new text, he said that Chile finally had a fully democratic Constitution. Many say that if a plebiscite had been held there, the constitutional issue would probably have been settled. It was not done and, a few years later, the most extreme left began to demand a constituent assembly to draft a new Constitution made fully democratic. 2. The Constitution was never the problem, nor the solution. The first constitutional proposal was submitted to a plebiscite on September 4, 2022. The extreme left had the votes to draft a text as they wished and so they did. They put into it their refoundational political project, which destroyed liberal democracy, divided the Chilean nation, asphyxiated individual freedom, eliminated controls to political power and put an end to equality before the law. President Boric's government was its main promoter, and the text was rejected by a majority not only by the right but also by a large part of the center-left. Probably last Sunday's results can be explained by what happened there. Chileans, during the work of that convention and with the text proposed to them, understood that their problems were not constitutional as they had been led to believe for years. 3.- A hasty agreement Chile had approached the abyss and the triumph of the rejection of that first text was celebrated transversally by the democratic forces and by the citizens, who perhaps at one point agreed with a new Constitution, but not with a new country invented from scratch. A few days after that plebiscite, the opposition rushed to reach an agreement with the ruling party to initiate a second constituent process. It is true that this time limits were set to avoid the excesses of the first one, but the truth is that it was never understood that everything had to start all over again. It would have been more reasonable to redirect the constituent issue in the National Congress from where it should never have left. A Council was elected in which this time the Republican Party had a majority, the only one that left the agreement. That is to say, the people elected a majority of those who did not want to insist on the elaboration of a new proposal. Last Sunday, citizens were fed up with politicians from different parties who insisted, over and over again, that the constitutional issue was the problem. People felt, and rightly so, that they had already voted and never agreed with this second process. 4.- A plebiscite without drama Unlike last September's plebiscite in which Chile's democratic destiny was at stake, last Sunday people did not see drama or epic in what was being voted. That is to say, either a new text was approved, which for some updated and improved the current one (for the left it was a step backwards), or the same one was continued. After decades of attacks to the current Constitution, blaming it for all the injustices and claiming that they could not govern with it, the left arrived at last Sunday's plebiscite sunk in indignity. During the campaign, they went from talking about "Pinochet's Constitution" to "Ricardo Lagos' Constitution" and even declared to feel comfortable with it. 5.Government, relief rather than triumph Nobody would have imagined that this whole process would end with a leftist Government sleeping relieved because the current Constitution is still in force. The triumph of the proposed new Constitution would have meant its third consecutive electoral defeat. The first one was to the text of the Convention last year; the second one, in the election of councilors for the new process. A third one would have meant a very hard blow for a Government with scarce support and wide levels of popular rejection. On the other hand, there are no more excuses. Chile's most serious problems are not constitutional and the citizens seem tired of shouting without anyone listening to them. The Government, relieved, but with nothing to celebrate, must face a serious corruption scandal that has been installed at the doors of La Moneda; a country where nobody feels safe and authorities that lack credibility to face violence; a serious economic stagnation; an imminent crisis in the health system; and also face an education without an agenda and with thousands of children paying the costs of the bad reforms pushed and approved by those who govern today. 6.- Future of the opposition The right wing and the political forces of the center united to campaign in favor of this second constitutional proposal. Sunday's defeat does not change too much the configuration within the opposition. José Antonio Kast, former presidential candidate and leader of the Republican Party, who had the majority in this new constitutional council, obtains, in the end, the same percentage as in the last presidential second round. It is not enough for him to win, but he does not regress in popular support. And Republicans added to Chile Vamos (center-right coalition) maintain, practically, the same votes they obtained in the election of councilors. That is to say, the scenario remains open for the next presidential elections without any figure being irremediably damaged nor any particularly strengthened. President Boric, on Sunday night, wanted to take advantage of the result by forcing a wrong interpretation. He pointed out that people were asking for agreements and, therefore, he was calling the opposition to join his pension and tax reforms. The result of the plebiscite can be interpreted just the opposite, as the death of the last great political agreement, hasty, made with the people's back turned. That is to say, the Government hopes that the right wing has not learned anything from what happened; that to a bad constitutional agreement, which the people never supported, it will now add votes for a lousy tax and pension agreement. The right wing should devote itself to building a broad and coherent political project to solve the problems and not to aggravate them. Citizens seem to be fed up with ministers and parliamentarians signing agreements only because it suits them in the photo or they are uncomfortable to subtract themselves from it. Today there are many oppositions in Chile and it is essential that they have their own profile so that more citizens feel represented by them. It is necessary to add up and for that unity must be taken care of. It is not possible to disqualify them one day and the next morning try to close pacts with them. The opposition must be proportional to the damage that this Government is causing and, at the same time, it must quickly turn the page of the constitutional issue to build a recognizable political alternative. One cannot expect to win just because of how badly the left in power is doing. That is not enough. In what happened on Sunday there is also something to learn from that.

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
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).

Diplomacy
Outlook 2024

Latin America and the Caribbean: outlook to 2024 and its potential impact on sustainable development

by Javier Surasky

Introduction The year 2024 will present new windows of opportunity and obstacles to the acceleration of the Sustainable Development Goals (SDGs) in Latin America and the Caribbean (LAC). Below we analyze some trends in the region for 2024 in each of the three dimensions of sustainable development, to which we add consideration of governance elements to help understand a framework that does not look easy and in which critical decisions will have to be made for the future. The social dimension In 2024 we will have presidential elections in six countries in the region. Polls indicate that the incumbent party will remain in power in Mexico, where Claudia Sheinbaum could become the first woman president in its history; El Salvador will renew the mandate of Nayib Bukele despite doubts about the constitutionality of his new candidacy. In Uruguay and the Dominican Republic, where Luis Lacalle Pou and Luis Abinader will seek to renew their mandates, the high levels of approval of their administrations point to a possible reelection. At the other extreme, polls point to a possible defeat of the ruling party in Panama, where former president Ricardo Martinelli (2009-2014) leads in voting intentions despite having been convicted in 2023 for a corruption and money laundering case, a sentence that is currently under appeal. In Venezuela, the only country on the list without a date for its electoral process, the controversies surrounding the government of Nicolás Maduro and the lack of transparency in information, added to the imprisonment of opposition leaders, prevent any analysis. The escalation towards an armed confrontation with Guyana over the border region of the Essequibo, rich in oil, minerals and gas, should be closely followed. The result of a long diplomatic and legal dispute between the two countries, its last chapter had taken place in 2018, when Guyana, with the backing of the current UN Secretary General, went to the International Court of Justice to request the reaffirmation of the international arbitration that fixed the border between the two countries in 1899. Maduro's government responded by ignoring the Court's authority to hear the case. Then, in 2020, the court declared itself competent to hear the case, but has not yet rendered its final judgment. The Community of Latin American and Caribbean States (CELAC), almost absent from the regional political map in recent years, reappears to mediate between the two countries, the end of which is now uncertain. All these processes are framed in a high level of citizen distrust towards the political sector, accompanied by weakened democracies, as reflected in The Economist's Democracy Index 2022. On the other hand, the arrival of Javier Milei, a political outsider, to the presidency of Argentina raises questions about its future regional positioning and will have far-reaching regional effects with changes in alliances on sensitive issues, from support for regional environmental policies to the redesign of the country's insertion in international trade, with potential major impacts on the Southern Cone. All of the above, together with the low growth and economic difficulties described in the following section, pose challenges for accelerating regional trajectories of poverty reduction, the fight against labor informality and unemployment, and the implementation of public policies to promote equity and gender equality, among others. For these reasons, there will be more pressure on regional environmental resources, which could lead to new protests and social unrest. The economic dimension Implementing actions to promote sustainable development requires financial resources. LAC has long been a low-priority region for international cooperation and foreign investment is limited, so generating its own resources, in a context of global economic restrictions, is essential. The average projected growth for the region in 2024 is 1.5%, distributed by subregion as follows: the Caribbean (excluding Guyana, which is in a special situation due to its recent entry into the "club" of oil-exporting countries), 2.8%; Central America and Mexico, 2.1%; and South America, 1.2%. As a result, employment growth is expected to slow down. In an attempt to recover employment growth, the countries of the region seem to be turning to flexible monetary policies to increase exports. Countries such as Brazil, Chile and Peru, for example, reduced rates in the third quarter of 2023 and Colombia and Mexico are expected to do so at the beginning of 2024, but the slowdown in growth in countries such as the United States and China is resulting in lower demand for primary products, the main export of LAC countries, in international markets. In addition, there are deficiencies in infrastructure for the transportation of goods throughout the region, creating an obstacle to its export capacity. The possible fall in demand for basic goods is accompanied by a forecast that their prices will continue to fall in 2024, with the exception of energy commodities, which will increase pressure on the trade balances of LAC countries. In terms of minerals, the boost to the extractive industry could lead to foreign currency inflows in countries such as Argentina, Chile and Bolivia (the lithium triangle), although the uncertainty regarding the arrival of investments is due to doubts about economic and business policies in those countries and the growing public demand for the regulation of mining activity to reduce its effects on the environment. However, a boost to mineral processing activity to accompany its extraction could come from the global competition between China, the United States and the European Union, as the latter two seek to reduce China's global weight in mineral processing. Finally, it should be noted that the relocation of supply chains that followed the Covid-19 crisis will bring income to only a few LAC countries, such as Mexico and Panama. The environmental dimension Climate change is already being felt strongly in the region: the average temperature in LAC for 2021-2040 is expected to be about 1°C higher than in the period 1985-2014. At the same time, LAC is key to finding solutions to the challenges of climate change: it is home to 40% of the planet's biodiversity and more than 25% of its forests. The region also plays a central role in the sustainable production of food and energy, where more than 30% of the energy production matrix is made up of "green energies", a percentage that for some countries exceeds 90%, and an export profile that is closely linked to potentially polluting extractive activities. Although it contributes less than 10% of global greenhouse gas emissions, LAC causes damage whose cost already exceeds 2% of its combined annual GDP as a result of the worsening and greater recurrence of extreme weather and environmental catastrophes. The region is the second most vulnerable to natural disasters, which have affected approximately 190 million people since 2000. The expected climatic effects of the "El Niño" current in the region, with increases in rainfall in some sectors paired with droughts in others, will translate into differentiated opportunities and risks for different countries in the region in 2024. In perspective, Argentina and Paraguay could benefit from more rainfall that will benefit the crop, while Colombia and Central America will be exposed to droughts and the Caribbean to extreme weather effects. It will be precisely the intensity of the climatic extremes that "El Niño" reaches that will define its impact on the production of basic goods, energy generation and transportation, but in any case it could contribute to the inflationary pressures that already exist in LAC. A key issue for the region is what happens at the 28th Conference of Parties to the United Nations Framework Treaty on Climate Change (COP 28), where the aim is to establish a "Loss and Damage Fund" to address the costs of climate change and increase funding for climate change mitigation. However, the central concern of the region will be the adoption of a new "global goal on adaptation to climate change" to guide and finance the actions required to adapt to the changes that climate change has already produced, and to accompany the mitigation goal established in the Paris Agreement. Defining that goal and creating channels to finance its achievement is one of the most complex issues at COP 28 and it is uncertain what the outcome will be. Chile, together with Australia, have been designated as co-facilitators of this negotiation. At the same time, what happens at the COP and the discussions on climate and financial issues that will take place in 2024 should find LAC as a leader around the Bridgetown Initiative, presented by Barbados in 2022, to modify the international financial system and urgently curb climate change, combining two concerns of deep regional significance Governance of sustainable development In 2024, two countries in the region, Jamaica and the Dominican Republic, are expected to adopt new national development strategies: In the case of Jamaica, the Medium-Term Socioeconomic Policy Framework 2021-2024 is coming to an end and work is already underway to prepare the document that will give it continuity. This framework guides the implementation, monitoring and evaluation of the country's main national planning instrument, Vision 2030 Jamaica, and should ensure its alignment with the SDGs. In the Dominican Republic, the National Multi-Year Public Sector Plan 2021-2024 defines the country's development policies and their financing, along with international cooperation priorities. Brazil, for its part, will once again have its commission for the implementation and monitoring of the SDGs active as of December 2023, after it was deactivated by the Jair Bolsonaro administration and replaced by the current government. In addition, the following countries in the region will submit Voluntary National Reports on SDG implementation: Argentina, Belize, Brazil, Colombia, Costa Rica, Ecuador, Honduras and Peru. It is possible, however, that the position of the recently elected president of Argentina, Javier Milei, against the 2030 Agenda, will lead the country to withdraw its offer. On the other hand, in 2024 the sixth forum of Latin American and Caribbean countries will be held in the city of Santiago de Chile, a meeting that will be of special importance for the region given that it will not only serve, as it traditionally does, as a regional preparatory meeting for the follow-up and evaluation process of the 2030 Agenda that concludes at the United Nations High Level Political Forum, but will also be a key moment in the regional path towards the Summit of the Future, which will meet in New York in September 2024. It is important to keep in mind that next year will find LAC countries and officials occupying positions of high capacity to influence global debates on the future of multilateralism: -The presidency of the UN General Assembly is held by Trinidad and Tobago, and that of the Economic and Social Council is held by Chile. -Brazil will chair the G21. -Colombia will host the World Data Forum. -Uruguay's Felipe Paullier has been appointed as the first Under-Secretary-General for Youth Affairs in the history of the UN. -The government of Mexico will be working with its Spanish counterpart in preparation for the Fourth United Nations -Conference on Financing for Development, to be held in 2025. In addition, there is growing activity surrounding the appointment of the person who will succeed the current UN Secretary General. In accordance with the practice of geographical rotation in the exercise of this responsibility, a person from LAC would occupy the position. However, Eastern Europe has pointed out that, in its opinion, its turn was "skipped", given that it was the Secretary General of the organization when Guterres, from Western Europe, was appointed for his first term. Should LAC's position prevail over that of Eastern Europe, we may see the first bids for candidates for the post in 2024. The pressure to have a woman head the UN for the first time in history was scorned when the current Secretary General was chosen, but it is unlikely that the same thing will happen again. Although it is too early to advance names, the current Prime Minister of Barbados, Mia Amor Mottley, appears to be an unavoidable reference, although there are several candidates in the running.

Diplomacy
New Taiwan President Lai Ching-Te at a speech

Taiwan's national elections: a question of world order

by FAES Analysis Group

In an ideal world, Taiwan's national elections would have nothing to do with China or the United States, let alone the relationship between these two countries. However, the victory of Lai Ching-te, hitherto the vice-chairman of the Democratic Progressive Party (DPP) government, a candidate who enjoys no sympathy from Beijing, has implications for China-Taiwan and China-US relations. In any case, the DPP's victory has not guaranteed it an absolute majority - in a chamber composed of 113 seats, the vote for the DPP fell from 61 to 51 (because of the poor economic situation) - and it will be forced to negotiate a coalition government. Taiwan's national elections are a matter of world order mainly because one of Xi Jinping's policy priorities is the "historical inevitability" of "unification" between China and Taiwan. If Xi fulfills his ambition, changing the borders and territorial integrity of a country through military force, it would be a flagrant violation of the international liberal order. Given U.S. President Joe Biden's promise - that Washington would defend Taiwan if invaded by China - "reunification" would provoke a war between the two powers, between revisionist and authoritarian China and the United States, the country that has created, sustained and led the international order after World War II. While Western politicians and analysts argue that China, as a revisionist power, increasingly poses a threat to the stability of the region and the international liberal order, for Taiwan it is an existential issue. The successful consolidation of Taiwan's democracy in recent decades has intensified the growth of a distinct Taiwanese identity. As the political systems of China and Taiwan continue to diverge, there is little support on the island for "unification." Taiwan is increasingly anchored to the West and its population is broadly in favor of strengthening relations with liberal democracies, especially Japan, the United States and Europe. From the beginning of the campaign, all three candidates - DPP's Lai, Hou Yu-ih of the Kuomintang (KMT), which increased its number of legislators from 38 to 52, and Ko Wen-je of the Taiwan People's Party (TPP), which has won 8 seats - expressed that the priority of their foreign and domestic policies would be to preserve Taiwan's de facto independence and peace with China. However, their strategies to achieve this are divergent. The strategy of Lai, the candidate who won the election, is to strengthen political, military and economic ties with the United States and its allies; while Hou and Ko intended to restart the dialogue with Beijing, which China interrupted after the inauguration of President Tsai Ing-wen in 2016 (William Lai's predecessor, who served two presidential terms at the helm of the country). The new government, possibly a coalition between the DPP and KMT, will be rocked by debates over increased Defense spending. KMT politicians disagree with the DPP on the details of military strategy and what weapons to procure from the United States. In 2022, Washington and Taipei launched an ambitious trade initiative as well as security cooperation. Thus, Washington increased the number of troops deployed in Taiwan to train its military and expanded the training of Taiwanese soldiers in the United States. The new president faces economic problems that have undermined the popularity of the ruling DPP. But undoubtedly his biggest problem is relations with China. Strengthening Taiwan's defenses and minimizing Beijing's provocations-which are likely to increase in the form of military maneuvers and economic pressures-will remain the DPP's policy priorities in Taiwan. However, it does not seem clear that the DPP has a clear strategy for dealing with Xi Jinping's possible decisions. Xi is unlikely to conclude that he can tolerate Taiwan's trajectory. Lai's victory has deeply irritated the Chinese Communist Party. The election results can be read in the key of a referendum on Taiwan-China relations. Beijing has lost it to the United States. Peaceful "unification" is becoming less and less viable. Rather, there are signs that the Chinese Communist Party perceives that the trend in Taipei-Beijing relations is not moving in Beijing's favor. As a result, Xi may take the decision to act to achieve unification. Xi has stated that the Taiwan issue cannot be passed on to future generations and that achieving unification is the essence of the country's rejuvenation. "Historical inevitability" may turn into practical decision - use of military force - given China's unsatisfactory economic situation. Xi may try to make unification an important part of his political legacy. The outcome of the Taiwan election will not influence Xi Jinping's decisions. The results confirm a status quo in Taiwanese politics - the continuity of the DPP government - but it means increased pre-war tensions between Taiwan and China, as well as between China and the United States.