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Diplomacy
Leaders pose for a group photo before the EU-Western Balkans informal meeting at EU headquarters in Brussels, Belgium

A turning point for EU integration?

by Bojan Stojkovski

A potential candidate status for Ukraine’s and Moldova’s accession to the European Union could also reignite hope for the acceleration of the halted process of European integration of a region that Brussels has forgotten – the Western Balkans. Currently, there are four candidate countries from the region – Serbia, Montenegro, North Macedonia, and Albania – and two hopeful potential candidates – Kosovo and Bosnia and Herzegovina – yet to be granted such status. Of the six small countries, only Serbia and Montenegro began the negotiation process – in 2014 and 2012, respectively. However, little progress has been made since, and the two countries are still nowhere near completing the EU accession process. With the war in Ukraine changing how we perceive global alliances and their meaning for smaller countries, it has ignited a debate on whether these developments will lead to a new European order or a new Cold War. The global context of this crisis also highlights the need for exploring more creative, more engaged, and strategic responses to international diplomacy. Recently, three of the Western Balkan countries – Albania, Montenegro, and North Macedonia – also voiced their support for Ukraine becoming a EU member while also maintaining their own path towards the Union. Bumpy road toward EU integrationAfter negotiating for eight years, Serbia has opened 18 chapters out of 35 in total, provisionally closing only two. While neighbouring Montenegro has opened all of the chapters, it lacks progress in crucial chapters such as Chapter 23, which covers the judiciary, and Chapter 24, which covers the fight against organised crime and corruption. North Macedonia’s European journey has been even more painful and obstacles-ridden. A candidate country since 2005, the former Yugoslav country had to endure years of being vetoed by its much larger southern neighbour Greece over a naming dispute, which also had a geographical region called ‘Macedonia’, that lasted close to three decades. After the dispute with Greece was resolved in 2019, and the country changed its name to North Macedonia to mark a geographic and historic distinction, Skopje seemed set to continue its European endeavour. However, in the second half of 2019, it was France that voiced objections to how the overall negotiation process was being done. Citing a need for a ‘reformed enlargement process,’ Paris blocked both North Macedonia and Albania, a candidate country since 2014, from beginning the much-anticipated talks to join the EU. While a revamped enlargement plan the following year seemed to satisfy Paris' needs and finally set both North Macedonia and Albania on the right track to begin the accession talks, disaster struck again. This time, another one of North Macedonia's neighbours, Bulgaria, brought its own bilateral dispute into the mix. The two countries signed a so-called ‘Friendship Treaty’ in 2017, which also implied that Sofia wouldn't impede Skopje's European integration. However, this didn't stop Bulgaria from blocking the process for the last two years over what it perceives as a ‘history and identity dispute’ with its much smaller neighbour. Bulgaria claims that the Macedonian language isn’t a separate language at all, but is in fact a regional language of the Bulgarian language, and that the two countries also share a ‘common history’, something which Skopje denies. This resulted in a stalling of the process again, and putting North Macedonia and Albania on the side-lines, agonisingly waiting once more for the green light to start negotiation talks with the EU. Aside from the historical dispute, Bulgaria also wants North Macedonia to open up its constitution and include Bulgarians in it, as well as to find a way of halting the hate speech against the Bulgarian community in the country. According to Bulgarian authorities the inclusion of the Bulgarian community in the constitution would guarantee the same rights as other ethnic minorities have in the country.A perspective for economic development and democratisationWhile, at the moment, Skopje and Sofia are still far from finding a solution for the dispute, there have been efforts made by France which would put the Bulgarian demands into North Macedonia's EU negotiation framework and, in that way, bypass the current veto. A possible solution for this dispute would also pave the way for the integration process in the Western Balkans to quicken, especially amid developments such as the war in Ukraine. Half of the Western Balkans six (North Macedonia, Albania, and Montenegro) are already part of NATO and, therefore, could become a potential thorn in Russia’s eye. An accelerated EU membership would undoubtedly give them the much-needed assurances for their future. Remembering how Russia and China already made their presence in the Balkans felt during the Covid-19 crisis when they managed to supply these countries with Covid-19 vaccines before the EU could. It is also important to keep in mind the post-communist transition that has taken a toll on the economies of each of these countries in the last 30 years. By finally having a clear European perspective, something which has been lacking in the previous decade, they can offer their citizens something more tangible than the promises made by various domestic political elites. It is here that the EU could offer the West-Balkan countries something that Russia or China can't – a perspective for economic development and democratisation of their societies. Having a clear commitment from Brussels on their European integration would send a message to the likes of Russia and China, who are seeking to have more significant influence in the region – the EU is ready to stand and support its allies no matter their size and that they can't be bullied anymore by those that are bigger and ‘supposedly’ stronger.

Defense & Security
Moldovan President Maia Sandu giving speech

Moldova's reaction on the Russian full-scale war against Ukraine and Its consequences

by Natalia Stercul

AbstractRussia’s war in Ukraine has been an exceptional threat to the European security architecture, and a peaceful and democratic development around the world. This war has led to the displacement of people, human sacrifices, damages of civilian property, material and financial loss. The imperial ambitions and the revisionist policy of the Russian Federation have created a new dramatic reality for the whole world. Russia’s full-scale invasion of Ukraine has raised a significant alarm in the Republic of Moldova in terms of the aggravation of the country’s security problems, the wider regional political and strategic ramifications. This study examines Moldova’s response to the consequences of Russia’s war in Ukraine with special focus on the multiple vulnerabilities, social-economic tensions, energy problems as well as refugee and humanitarian crises.The long struggle between the East and the West has reached its peak. The endpoint of the difficult way for interacting with sanctions mechanisms after the annexation of Crimea by Russia in 2014 has become the war in Ukraine, radically changing the European security architecture. The end of the post-Cold War era of peace is accompanied by the threat of nuclear weapons. Autocrats have created a more favorable international environment for themselves over the past decade and a half, empowered by their own political and economic might, as well as by the waning pressure from democracies, which is grounded in autocrats’ shared interest in minimizing checks on their abuses and maintaining their grip on power. Rising Russian authoritarianism has contributed to a context that has made the unprovoked aggression in Ukraine possible. Increasing authoritarianism in Russia and some other countries, coupled with gradual democratic erosion around the world, poses an exceptional threat to a rules-based global order, and consequently to peace, prosperity and sustainable development. Global freedom faces an increasingly dire threat since non-democratic regimes have become more authoritarian in the last five years. According to the dates of the Global State of Democracy Report 2021, the percentage of non-democratic regimes with statistically significant declines on at least one sub-attribute over a five-year period increased from 21 percent in 2015 to 45 percent in 2020, the highest ever. Putinism is a form of autocracy that is conservative, populist, and personalistic. Putinism is due to an authoritarian regime, which has infiltrated the Russian political activists, the mass media, and the judicial system. Corruption at the highest level of government, disinformation of the population, closing the independent media (Russia is ranked 150th out of 180 countries in RSF’s 2021 World Press Freedom Index), and violations of basic citizen’s rights – are the main features of Putin’s policies. During his reign, the image of Putin’s popularity bolsters his actual popularity and the consequence of this is the right-wing populism in Europe as a reflection of the Putinism influence. Features of Russian influence enable different effects on neighboring countries. Russia has long resisted Ukraine’s move toward European institutions, and NATO, in particular, disregarding Ukraine’s right on the choice of pursuing a civilizational way of development. For Ukraine, this is to make its own sovereign choice, but for Russia, it is a question of a different nature – loss of its “sphere of influence”. The same thing applies to the Republic of Moldova, which for a long time was the traditional sphere of Russian influence. The so-called “Russian world” continues to remain that community uniting the cultural, ideological and linguistic components. The Republic of Moldova is a multicultural country, located on the geopolitical fault line, which combines various cultural traditions and languages. The struggle for the influence of the East and West, including the fight between the Russian and Anglo-Saxon worlds had a direct impact on Moldova. At present, in the world, there is a clearer trend toward the replacement of the Russian world, which is due to the Russian foreign policy itself. At the same time, the features of Russian influence and Putinism in Moldovan society persist. These features are frequently constituted as additional triggers for political speculations and dividing lines in society. The pro-Russian forces are in opposition, in the context of the current political agenda of the Republic of Moldova, but at the same time, their influence remains substantial enough. The promotion of Russian influence and support of Putin’s policy is popular among the pro-Russian forces in Moldova. The war in Ukraine marks the end of the post-Cold War era of peace. It demonstrates that the US power is not absolute and the threat of nuclear escalation remains as close and implacable as ever. Diplomacy has been exhausted. The parties involved cannot seem to find common ground for negotiation or consensus. The result of the struggle between democracy and autocracy reflects the crisis of diplomacy and the role of diplomatic negotiations for a peaceful solution to the conflict. After four rounds of diplomatic negotiations between Russia and Ukraine without any significant progress, this process has been suspended. The dark cloud of war remains menacing. Moldova’s response to the consequences of the Russian war in UkraineThe Moldovan parliament declared a state of emergency for 60 days across the country after Russia invaded Ukraine. In accordance with the provisions of Order no.1 from February 24, 2022, of the Commission for Exceptional Situations of the Republic of Moldova: The Civil Aviation Authority, jointly with the Ministry of Defense, shall decide on the prohibition of the use of the airspace of the Republic of Moldova for civil and state aircraft (national and foreign), depending on requests and the provisions of international conventions. Moldova’s airspace has been reopened for civil aviation only on March 21. This decision was taken following a meeting of the Interdepartmental Airspace Management Commission, whose members, after assessing the current security situation, decided to open part of the airspace so that passenger air transportation could be resumed. Moldova as a neutral state does not join any sanctions either. According to the announcement of the Moldovan Minister of Foreign Affairs and European Integration Nicu Popescu: “A decision to impose sanctions on Russia is not an easy decision, this is a very hard decision that could be made by stronger and more prosperous countries than Moldova. The decision was made for economic considerations, as the Moldovan economy is too dependent on relations with Russia, including those economic”. The key argument of the Moldovan political elite, since the beginning of the war, was that Moldova is neutral and advocates for peace in Ukraine and the region at large. The neutrality of the country has always been a highly politicized, contentious, and divisive issue. Refugee crisisMoldova, which borders Ukraine, has been directly affected by a huge inflow of Ukrainian refugees. Since the beginning of the war in Ukraine, over 460 thousand refugees from Ukraine entered Moldova and nearly 100 thousand of them decided to settle in Moldova until they will be able to return safely to their homes in Ukraine. Of those 460,000, about 65% arrive via the Palanca and Tudora crossing points in the south of the country, and about 25% via the Otaci and Creva crossing points in the north. Moldovan citizens opened their homes and hearts to Ukrainian refugees. Despite being one of the poorest and smallest nations in Europe with very limited resources, Moldova has caused admiration from many countries by being able to make the border crossing easier for the refugee flow, ensure protection and grant shelter to Ukrainian refugees. Among the Ukrainian refugees, most are women, children and older people (almost 90% of the total number of refugees – this being one of the most vulnerable groups of people) who have crossed into Moldova since the beginning of the war on February 24.  According to the Operational Data Portal Ukraine Refugees Situation dates on the period as of 28 June, in the Republic of Moldova were registered 82,700 – Individual refugees from Ukraine recorded across Europe; 515,432 – border crossing from Ukraine; 146,939 – Border crossing to Ukraine. Due to the assistance of external partners, the Government of the Republic of Moldova now has the infrastructure in place to support incoming refugees and is working with its international partners to create protection action plans. The EU humanitarian operation in the Republic of Moldova enhances assistance for refugees through the European Humanitarian Response Capacity. Such a humanitarian crisis occurred for the first time in the history of independent Moldova. For the Republic of Moldova, this is the first experience of finding a response to a refugee crisis – large wave of refugees that puts pressure on basic services in Moldova and the surrounding region.Tensions in Transnistria ring alarm bells in MoldovaThe Transnistrian region located between the Dniester River and the Moldovan–Ukrainian border, a region in a protracted conflict, remains to be one of the most sensitive issues for Moldova, and tensions around it have arisen amid the intensification of the Russo-Ukrainian war. Transnistria extends for about 400 kilometers between the eastern bank of the Dniester River in Moldova and the country’s border with Ukraine, being home to a population of about 470,000 predominantly Russian speakers. Moldovan authorities are following with caution and vigilance the events taking place on the territory controlled by the Tiraspol regime. There are tensions between different forces within the region interested in destabilizing the situation. This makes the Transnistrian region vulnerable and creates risks for the Republic of Moldova. The authorities condemn any provocations and attempts to draw the Republic of Moldova into actions that may endanger peace in the country. Chisinau continues to insist on a peaceful settlement of the Transnistrian conflict.The possible scenarios of a dangerous development of Russian plans are quite thoroughly analyzed in the analytical overview of the Stockholm Center for Eastern European Studies.   Particularly, there are mentions that the Russian military operation could be extended towards Moldova. In the Transnistrian region there are concentrated 500 Russian peacekeepers and around 1,000 Russian military personnel. The Transnistrian military is thought to have around 4,000 active troops. The Moldovan authorities argue that there had been no change in the military situation, but with the beginning of the second phase of Russia’s special operation in Ukraine, the situation in the Transnistrian region worsened.On April 26, tensions flared as Transnistrian authorities announced the “red level” of terrorist threat for 15 days across the territory. The announcement came after alleged attacks on two communication towers and a state building in the self-declared capital, Tiraspol, as well as an incident involving a military unit in the village of Parkany. Moldovan President Maia Sandu convened a Security Council meeting to prevent tensions and the escalation of the conflict.During the meeting of the Supreme Security Council on the subject of the incidents in the Transnistrian region and the security developments in the region, on April 26, the Supreme Security Council noted the facts of escalation and recommended to public institutions the following: – increase the intensity of movement checks in the vicinity of the security zone; – increase the intensity of patrolling and checks on the territory of the Republic of Moldova and at the border; – increase the level of alert in securing the critical infrastructure; – increase the level of alert of all institutions responsible for ensuring public order and security. In this complex and tense situation, the President assured that all necessary measures would be taken to prevent escalations, strengthen the security of the state, and protect Moldovan citizens, calling on the media, opinion formers, and social and political leaders to behave during this period with maximum responsibility, share only verified information and avoid using emotional manipulation for the sake of increasing public ratings. While the Moldovan government has repeatedly called for the removal of the Russian contingent, the Russian military troops remain on this territory. The Republic of Moldova does not intend and does not carry out a blockade of the Transnistrian region, remaining open to continuing the dialogue for the settlement of the conflict in the region in a peaceful, diplomatically negotiated manner that will give the people of Moldova, including those in the Transnistrian region, the chance to have a peaceful and prosperous life. It is important to mention that about an additional Ukrainian 8,000 refugees who have decided to stay are in the Transnistrian region. Providing support to refugees in the region has its own challenges and is still lagging. Economic and energetic consequences of the Russia-Ukraine war for the Republic of MoldovaThe Russian war in Ukraine is having serious economic and energetic consequences for the Republic of Moldova, the Black Sea region, and the global economy.  The war is triggering global ripple effects through multiple channels, including commodity markets, trade, financial flows, displaced people, and market confidence. The damage to Russia’s economy will weigh on remittance flows to many neighboring countries. Disruptions to regional supply chains and financial networks, as well as heightened investor risk perceptions, will weaken regional growth. Prices for commodities that Russia and Ukraine supply, including energy, wheat, fertilizers, and some metals, are sharply higher. In the Republic of Moldova as well as in many emerging markets and developing economies, rising food and energy prices are exacerbating poverty and, in some cases, food insecurity, heightening inflation pressures that were already building. The Russian Federation and Ukraine are prominent players in the global trade of food and agricultural products. Domestically, limited economic activity and increasing prices could undercut the purchasing power of local populations. Moldovan apple farmers are already feeling the consequences of Russia’s war in Ukraine. Their main trade route through the Ukrainian port of Odesa has been cut off. Normally, Moldova exports just under a fifth of its agri-food products to Russia. Now, 120,000 tons of apples are laying in cold storage – and they have to be sold before the next harvest begins. The support of Moldova’s Government is essential to help small-scale farmers respond to the crisis and remain resilient. Although there are some opportunities to export to Romania, the Ministry of Agriculture and Food Industry is estimating steep losses in the fruit sector alone. According to the National Statistics Bureau, Moldova imports about 300,000 tons of fertilizer annually, the vast majority from Russia and Belarus. The national Ministry of Agriculture and Food Industry estimates that, without fertilizer, the production of staple foods – like wheat, corn, and barley – will drop by at least 30 % this year alone. Mitigating the effects of the war on lives, livelihoods and economic growth will require carefully calibrated policies. A concerted effort will be needed to house refugees, meet their basic needs, and foster smooth integration into host communities. When the war subsides, a large mobilization of resources will be needed for reconstruction in Ukraine. Because of their substantial direct trade, financial, and migration ties with Russia and Ukraine, neighboring countries in Eastern Europe, especially the Republic of Moldova, are expected to suffer considerable economic damage. Currently, Moldova has no alternative for Russian natural gas, and the price of supply from other channels, in any case, would be higher than that of Russia. Given the high energy poverty in the country, it is highly unlikely that the majority of Moldovan people would want lower gas prices to be traded off for geopolitical gains. The supply of natural gas is one of the most sensitive issues that the Moldovan government has to deal with. Moldova is one of the countries that were most severely hit by the rise in natural gas prices and the recent sharp increase in gas prices became perhaps one of the most acute economic problems for the people of Moldova. In October 2021, Moldova extended its gas contract with Russia’s Gazprom following a bitter stand-off over price hikes. Moldovagaz, the national energy company half-owned by Gazprom, made the outstanding payment of a 74 million USD gas debt to Gazprom at the same time. The energy crisis due to the dependence on Russian gas, the price of which has almost tripled, has continued since last autumn.  On March 16, 2022, however, after years of preparatory work and in the middle of the war, the electricity grid of Ukraine and Moldova was successfully linked to the continental European network on a trial base. This will allow both Moldova and Ukraine to import electricity from the EU. The energy dimension of security in Moldova largely depends on the strategy of diversification of sources.Moldova’s response to Russian disinformation and propaganda during the warAfter the beginning of the “special operation” in Ukraine the independent media were closed in the Russian Federation. Echo of Moscow and Rain TV channel have been blocked, recognized by the Ministry of Justice of the Russian Federation as foreign agent media; many editorial offices, including Znak.com, and the BBC Russian Service announced the suspension of their activities because they do not see any opportunity to work under the conditions that the authorities have announced; other media faced being blocked, such as Meduza, the same for the BBC and, for some reason, The Village. Putin’s regime has focused on spreading disinformation and propaganda rhetoric both in the country and abroad. The perception of popularity, which has been created using media resources and PR technologies gives additional points for trust among the Russian population around the world. The level of trust in Vladimir Putin in Russia is very high – 77%. According to the dates of Moldova’s Public Opinion Barometer of the Institute of Public Policies, a great deal of trust in Vladimir Putin in 2021 had been placed – 28.8% of Moldovans respondents.Despite the European integration trajectory and the significant assistance received in this process from neighboring Romania, the main strategic partner of Moldova 32.5% perceived by respondents in the middle of 2021was Russia, 28.1% – Romania. The position of Moldovan authorThe position of Moldovan authorities in terms of combatting Russian propaganda and disinformation became more pronounced. Russian media remain influential in the Moldovan media landscape with high-rating TV stations, print and online media. Russian information resources continue to exert an obvious manipulative influence by spreading disinformation, in particular about the war, the position and actions of Ukrainian officials and Western countries. The impact of the Russian propaganda and disinformation is very high, especially for such regions as Transnistria, Gagauzia and the Northern regions of Moldova. The war in Ukraine does not seem to have changed radically people’s attitude toward Russia in these core Russophile regions of Moldova. In order to spread awareness about the Russian manipulative campaign, Moldovan president Maia Sandu promulgated in June the Informational Security Law, which bans the broadcast in Moldova of Russian TV news and political analysis. The law, designed to counter Russian propaganda about the war in Ukraine, says that the ban will still apply after the expiration of the state of emergency established in Moldova after Russia invaded Ukraine. The normative act prohibits news and analytical broadcasts from countries that have not ratified the Convention on Transfrontier Television. It stipulates that 50 percent of TV content must come from EU countries, the United States and those states that have ratified the Convention. Fast forward to EuropeThe challenges the Republic of Moldova is currently facing in the security context are created by the start of Russia’s war against Ukraine. The war in Ukraine has brought instability and uncertainty to the region – but also a chance to rebuild the balance of power on the continent based on new, fairer rules. The new reality has shown us that authorities must act decisively if we want to anchor Moldova in a community that can offer stability and development. The European integration of the Republic of Moldova has enabled significant progress in terms of the country’s development over the past decade. According to the Public Opinion Barometer (2021), 65.1% of respondents were in favor of the future of Moldova in the EU.The positive perception of the European vector of development by the citizens of Moldova has significantly increased over the years of the existence of the Eastern Partnership, which is mainly the result of effective public diplomacy and the EU’s “soft power”.  For the Republic of Moldova, the European Union is, first of all, a peace project. Therefore, Moldova signed the EU membership application on March 3. EU accession is the only strategic option that offers the Republic of Moldova the chance to remain part of the free world. Moldova has an ambitious development agenda in cooperation with the European Union, but development requires peace. The Republic of Moldova has shown so far, a strong political will to promote the European agenda and pursue the necessary reforms. The Republic of Moldova is carrying out an intense lobbying campaign, having Romania, an EU member state, working side by side with Chisinau, to achieve this goal. In fact, all the states in the Eastern bloc support a favorable decision for the Republic of Moldova. The most difficult part was the process of completing the European Commission’s Questionnaire in an extremely short time (in the case of other states the process took up to several years), which required unprecedented synergy of actions. All this has demonstrated an amazing capacity of the authorities to mobilize, which despite the many crises facing our country, have allocated the necessary resources to achieve the national strategic objective. On June 23, 2022, the European Council decided to grant EU candidate status to the Republic of Moldova and Ukraine. This is a victory for the citizens of Moldova and a victory for the strong political leadership of our country. ConclusionThe war requires a coordinated response at the national, regional and global levels. Political authorities of the Republic of Moldova need to avoid introducing distortive policies in response to surging commodity prices, opting instead to offer targeted support to vulnerable households and expand social safety nets. Pressures on fiscal space and increasing vulnerabilities also call for protecting essential basic services like health and education, and special approaches for the protection of vulnerable populations, especially low-income groups, refugees and the elderly. A still unfolding economic crisis requires carefully calibrated policies to ensure, in practice, the functionality and effectiveness of special crisis response measures. It is important to consider the direct and indirect economic consequences of the Russia-Ukraine war. A steep slowdown in Russia and Ukraine will affect neighboring countries, including Moldova, through disruptions to trade, financial, and remittance flows. The negative effects will lead to the severance of supply chains and transport links, and also impacts digital connectivity and associated services. The heightened risk perceptions by investors will result in a reduced level of foreign investments necessary for the sustainable development of the country. Higher energy prices will have important knock-on effects on the affordability and financial viability of electricity and heating services. Measures to increase energy efficiency will emerge as a key point. If the war, which is already affecting the Black Sea region and the global economy through large and unanticipated changes in the movement of people and commodities, is protracted, the conflict will affect major fiscal and financial implications. At the same time, tackling the conflict’s many spillovers, including the refugee flows, commodity market disruptions, food insecurity, and heightened financial market volatility will necessitate a comprehensive menu of national Moldovan policy priorities. Under these conditions, the Republic of Moldova will have to continue pursuing internal reforms and the modernization of the state, making efforts to promote the European integration. More attention should be paid to strengthening the control mechanisms for carrying out domestic reforms, as well as to the effectiveness of the political course and security policy, built on the principle of achieving practical results in ensuring and maintaining security on the European continent.

Energy & Economics
Protesters holding a 'stop war' posters

War is a climate killer

by Angelika Claußen

Russia’s war on Ukraine has pushed the climate crisis off the agenda. But we need a ceasefire and global demilitarisation for a 1.5°C world War brings death and destruction – not least to the environment and climate. Russia’s invasion of Ukraine offers a depressing reminder of that fact, and further increases the military sector’s already enormous global CO2 footprint. In addition, the eastern Ukrainian cities where fighting is taking place are home to fossil fuel infrastructure such as chemical factories, oil refineries, and coal mines, the bombing of which produces a cocktail of toxic substances that has devastating environmental impacts. Efforts to arm the two sides, moreover, are consuming materials and resources that could otherwise go towards tackling the climate crisis. Based on the global C02budget, humanity has less than eight years to ensure it still hits its 1.5-degree warming target. To do so, we need to urgently implement reforms in all areas, to bring about ‘systemic change’, as the IPCC report from early April puts it. The military sector barely gets a mention in this almost 3,000-page document, however, with the word ‘military’ coming up just six times. You might thus conclude that the sector is of little relevance to the climate emergency. The reality is rather different. Using military hardware results in huge quantities of emissions. In the war in Ukraine, 36 Russian attacks on fossil fuel infrastructure were recorded in the first five weeks alone, leading to prolonged fires that released soot particulates, methane and C02 into the atmosphere, while oil infrastructure has been ablaze on the Russian side too. The oil fields that were set on fire in 1991 during the second Gulf War contributed two per cent of global emissions for that year. While greenhouse gas emissions are one of the most significant impacts of war, the quantity emitted depends on the duration of the conflict and on what tanks, trucks, and planes are used. Another is the contamination of ecosystems that sequester CO2. Staff from Ukraine’s environment inspectorate are currently collecting water and soil samples in the areas around shelled industrial facilities.Military emissionsThe ramifications for the climate can be catastrophic in scale. According to a study by the organisation Oil Change International, the Iraq War was responsible for 141 million tonnes of C02equivalent emissions between its outbreak in 2003 and the report’s publication in 2008. By way of comparison: some 21 EU member states emitted less CO2equivalent in 2019, with only six states topping that figure. Post-war rebuilding also produces significant emissions. Estimates suggest that reconstruction in Syria will lead to 22 million tonnes of CO2 emissions. The rebuilding in Ukraine, too, will consume vast amounts of resources. At the World Economic Forum in Davos, President Volodymyr Zelensky stated that at least 5 billion US dollars of reconstruction funding was needed per month. Every effort should thus be made to achieve an immediate ceasefire – both for the sake of the climate and to avoid further human suffering. Emissions from armed forces and military equipment cause considerable environmental harm around the globe. And yet, bowing to pressure from the US, military CO2 emissions were excluded from climate treaties such as the Kyoto Protocol of 1997 and the Paris Agreement of 2015. As a result, they do not form part of their binding agreements and are neither surveyed systematically nor published transparently. The consequent lack of data means we can only make vague estimates as to the military sector’s impact on global heating. According to a study by Neta Crawford, co-director of the Costs of War project at Brown University, the US defence ministry alone is a bigger contributor to the climate crisis than individual countries such as Sweden or Portugal. This makes it the largest institutional source of greenhouse gases in the world. Globally, the military sector is estimated to generate around six per cent of all CO2emissions.Germany’s roleWith its new €100bn fund for the military, Germany seems willing to countenance further far-reaching climate impacts. This military investment will tie up financial and intellectual resources, making it highly unlikely that the 1.5-degree target can be achieved. That countries wish to better protect themselves against potential Russian aggression is understandable. But the public debate around this issue needs to balance an uncertain increase in security against a reduction in our ability to fight climate change. The German military was already responsible for around 4.5 million tonnes of CO2 equivalent emissions in 2019, significantly more than the 2.5 million tonnes contributed by civilian aviation within Germany. This is now set to increase. Just one of the F-35 jets ordered from Lockheed Martin emits around 28 tonnes of CO2 equivalent per tank of fuel. For comparison: the average annual emissions footprint in Germany is 11.2 tonnes per head. The income from the sale of fossil fuels provides ongoing funding for Russia’s war of aggression. From 24 February to 24 April 2022, the country’s fossil fuel exports via sea routes and pipelines had an estimated value of €58bn. The EU accounts for 70 per cent of that total, or €39bn, while Germany is the largest single importer of Russian fossil fuels at €8.3bn worth. Our fossil fuel dependency is thus a factor in both the climate crisis and the invasion of Ukraine. And yet representatives of politics and business are using the war as an excuse to delay the necessary socio-ecological transformation. While corporations still stuck in the fossil fuel age – such as BP, Shell, and Saudi-Aramco – are posting record profits, the climate crisis continues apace. The likes of Rheinmetall and NATO chief Jens Stoltenberg may champion climate-neutral warfare using eco-friendly tanks and hydrogen fuel, but this is surely not the answer. Western armed forces, security experts, and arms manufacturers are well aware of the significane of climate change, as evidenced by the numerous security strategies, policy statements, and sustainability reports published on the subject in recent years. These outline ways to adapt to a changing climate while ensuring the doctrines of growth and hegemony are nonetheless defended against any and all resistance.Ceasefire nowTogether with the EU and NATO, Germany is preparing for scenarios such as war, environmental disaster, and influxes of refugees in order to ensure its foreign policy will still be fit for purpose and its security interests protected. A cynical approach given that the worst affected – those who, as some see it, Germany needs protecting from – will be those who have contributed least to global warming. And one that seems even more absurd when you consider that the environmental destruction brought about by military investment and resource-related conflicts will help to further heat the climate. At the same time, steps are being taken to reduce dependence on fossil fuels. Nonetheless, a Greenpeace report published last year demonstrates that the majority of all EU military missions have links to the protection of oil and gas imports. This dangerous relationship between fossil fuels, military missions, and war needs to end. More arms mean more damage to the climate, not greater security. Rising defence budgets among NATO states will simply convince Russia and China to increase military investment in turn. At $2.1 trillion, global arms spending has already reached record levels. As the war in Ukraine goes on, the biggest challenge of the 21st century – the climate crisis – has slipped down the agenda. We mustn’t forget, though, that efforts to tackle that crisis can only succeed if all countries – including Russia – work together. The immediate demand is for a ceasefire, followed by measures to build trust, such as international disarmament treaties. Moreover, Russia will need outside help if it is to transition to a climate-friendly energy industry. What’s required is a fundamental socio-ecological transformation, with policy-making dictated by the needs of all. That may seem inconceivable at present, but what’s the alternative? Unchecked global warming would be catastrophic for the planet’s entire population.

Defense & Security
puzzle reveals the flag of Kazakhstan and the inscription Russia, Concept, Mutual relations of both countries

After Ukraine, Is Kazakhstan Next in the Kremlin’s Sights?

by Temur Umarov

Kazakhstan is generally regarded as Russia’s closest ally after Belarus, so Moscow could have been forgiven for expecting some kind of support for its war with Ukraine from the Central Asian country. After all, Kazakhstan has always participated in all of Russia’s integration projects, including the Collective Security Treaty Organization (CSTO), where Kazakhstan cooperates with Russia on defense. Additionally, it was largely thanks to the Kremlin that Kazakh President Kassym-Jomart Tokayev retained power in January when the country was rocked by political disturbances and violent clashes. Since the outbreak of war in Ukraine, however, many in Russia have regarded Kazakhstan’s actions as being unworthy of an ally. It has adhered to Western sanctions against Russia, and in an appearance at the St. Petersburg International Economic Forum in June, in the presence of President Vladimir Putin, Tokayev stated that Kazakhstan would not be recognizing the self-proclaimed Donetsk and Luhansk “people’s republics.” Kazakhstan’s defiant rhetoric has been backed up by action, with Kazakh authorities sending humanitarian aid to Ukraine and maintaining contact with Ukrainian President Volodymyr Zelensky. Russian military propaganda symbols have been banned in public places in Kazakhstan; the May 9 Victory Day parade was canceled; and official approval was even given for an anti-war rally in Almaty. When Kazakh oil being shipped through Russia ran into unexpected difficulties, therefore, many wondered if this was Russia exacting its revenge. Against this backdrop, it’s not surprising that a hastily deleted post by former president—and now deputy chair of the Security Council—Dmitry Medvedev suggesting that after Ukraine, Moscow might turn its attention to the fate of northern Kazakhstan, was taken at face value by many people. But could Russia really enter into conflict with another of its neighbors?Kazakhstan has made political gestures in the past that have displeased Moscow, but they never prevented close cooperation between the two countries. Now, however, economic differences appear to have emerged, with the Kazakh side in no rush to help Russian companies bypass Western sanctions, opposing legalizing parallel imports and preventing Russian and Belarusian truckers from bringing in goods from Europe. In a move that is unlikely to be warmly received in Moscow, Kazakhstan is also giving a warm welcome to companies that are leaving Russia. Russia certainly has a variety of ways in which it can remind Kazakhstan of the price it will pay for worsening relations. It could cut off Kazakhstan’s main source of income: its lucrative oil exports. The oil and gas sector accounts for over 40 percent of the Kazakh state’s revenues, and 80 percent of its oil exports pass through Russian territory via the Caspian Pipeline Consortium (CPC), of which Russia is the largest stakeholder (31 percent). There are other possible export routes—via the port in Baku, by pipeline to China, or by rail to Uzbekistan—but they can’t match the CPC in terms of volume, price, or speed of delivery. By cutting off this key source of income for Kazakhstan, Moscow could also put pressure on the Central Asian state’s main customer, the European Union, demonstrating that a rejection of Russian oil would come with an additional loss for the EU of upwards of a million barrels of Kazakh oil a day. It’s possible that this was the veiled threat being sent when Russia twice—in mid-June and early July—brought the CPC’s operation to a standstill, citing technical issues. Both incidents followed statements from Tokayev that would have done little to please Moscow: one on Kazakhstan’s intention to observe anti-Russian sanctions, and the other on the country’s readiness to help stabilize the situation on Europe’s energy markets. Both stoppages were short-lived, but could have led to emergencies at Kazakh enterprises with continuous production cycles. Oil exports are by no means the only Kazakh pressure point that the Russians could exploit. Kazakhstan is critically reliant on imports from Russia for a range of food items, notably cooking oil, sugar, and milk. Russia is also a key source of petrochemicals, iron, and fertilizer for Kazakhstan, as well as imported car parts. Overall, Russia accounts for a fifth of Kazakhstan’s total external trade, while over half of Kazakhstan’s cargo flows pass through Russia. Again, alternative routes—to Europe via the Southern Caucasus, to the south through Uzbekistan and Turkmenistan, or by rail to China—are far more expensive. How the situation will develop is a matter of some debate. Following the invasion of Ukraine, almost anything in Russian foreign policy seems possible, and rational criteria cannot be relied upon to predict Moscow’s actions. It is unlikely, however, that Russia was counting on a great deal of support from Kazakhstan as it prepared its invasion. It’s also unlikely that Moscow would put up with direct criticism, but Kazakhstan hasn’t yet crossed that line, so Russian-Kazakh relations have not undergone a fundamental change. In Central Asia in general, Russia’s main priority has always been to reinforce friendly political regimes. Putting pressure on Kazakhstan now—throttling it economically, forcing it to support the war, and demanding a break with the West—would weaken the current leadership, which hasn’t yet fully recovered from the upheaval of January. Meanwhile, Tokayev’s readiness to publicly stand up to Moscow has only reinforced his position in Kazakh society. People are beginning to see him as an independent politician who is no longer reliant on his predecessor Nursultan Nazarbayev, or on Putin. If the Kremlin attempts to force Tokayev to retreat from his position, it risks provoking a new wave of public discontent in Kazakhstan which, in turn, will impact the economic issues that have yet to be resolved. For now, Moscow appears keen to give the impression that Ukraine only has itself to blame and that it’s business as usual for Russia’s other neighbors and allies. Now that Russia is isolated from the West, it needs to demonstrate it has good relations elsewhere, not least in Central Asia. No surprise, then, that Medvedev’s post caused so much concern. Although the text was later removed and its authenticity denied, it reflected the expectations of the hawks in Russian society and is entirely in keeping with the current political dialogue within Russia, where hardly anything is taboo. Similar criticisms of Kazakhstan are regularly heard from Russian officials, not to mention the extremes reached by non-officials. The key factor here, though, is that Medvedev’s post simply transferred the same logic that it is applying to Ukraine to its relations with Kazakhstan. If the Kremlin sees that logic as being sufficient to justify a military invasion, what is to stop it doing the same in other former Soviet republics? For now, Moscow sees Kazakhstan as a friendly regime, but Russia’s criteria for friendship are becoming ever more amorphous. The regimes of Russia, Belarus, and Kazakhstan are closely intertwined, but Kazakhstan is now seeking its own path forward with a renewed leadership, a freer market economy, and an absence of hostilities with the West. As time goes on, Russia and Kazakhstan’s trajectories will become increasingly divergent, creating new sources of tension between them. As a result, there are now serious doubts that Moscow, with its varied arsenal for putting pressure on Kazakhstan, will be willing to let this ally go its own way without retribution.By:Temur Umarov

Energy & Economics
Emblems of European Union and China

How might China hit back over the EU’s electric vehicle anti-subsidy investigation?

by Alicia García Herrero

China’s silence towards the European Union’s electric vehicle probe could mean that a more harmful retaliation is on its way During her State of the Union address on 13 September, European Commission President Ursula von der Leyen announced that the European Union would undertake an anti-subsidy probe against the Chinese electric vehicle (EV) sector. This signalled a major step in the EU’s shift to a more aggressive trade defence against China and raises the question of how China will react, given the importance of the Chinese market to key sectors of the European economy (including the auto and luxury sectors), and also given China’s crucial role in providing goods to the EU for the green transition? An EU-China High Economic and Trade dialogue on 25 September in Beijing, between EU Trade Commissioner Valdis Dombrovskis and his Chinese counterparts, may have given a glimpse into China’s mindset. There were fears Chinese officials would respond aggressively to von der Leyen’s announcement during Dombrovskis’s visit but this was not the case. Nevertheless, the silence may be deceptive. Three main factors should be taken into account when considering potential Chinese retaliation. Subtle but harmful retaliation First, China might file its own anti-subsidy investigation at the World Trade Organisation against key European sectors. This would not be difficult since Europe has ramped up its subsidies massively since the pandemic, and more recently has attempted to gain more ‘strategic autonomy’ in sectors including semiconductors. There is very little the EU can do about this potential retaliation, which would be costly for the sectors targeted and for the EU’s image as a free-trade and WTO champion. Second, China could try to persuade EU governments that the Commission-led investigation should be withdrawn. A similar probe happened in early 2014, when the EU launched an anti-subsidy investigation into solar panels produced in China. President Xi Jinping visited then Chancellor Angela Merkel right after the anti-subsidy investigation was announced. Subsequently, the issue was settled quickly, with the Commission withdrawing the case from the WTO. Based on this previous experience, China might prefer to take up the issue bilaterally, possibly with Germany again, rather than enter discussions with the Commission. But a major difference this time is the relative importance of the auto sector in the EU compared to solar power. The auto sector accounts for 14 million jobs in Europe and a good part of the EU’s exports. Exports of cars and components are heavily concentrated in a few EU countries, especially Germany. These exports to China have plummeted in 2023, with a close to 30% drop, and Chinese competition in third markets and even the EU market, has become much more intense. Third, also unlike the solar-panel probe, it is the Commission and not the sector being harmed that has filed the case. It will be harder for the Commission to withdraw the investigation because it would lose credibility. Merkel decided to accommodate Xi Jinping’s request in 2014 because she wanted to save the auto sector, even at the cost of hurting a smaller part of the German economy – the solar panel companies. The new investigation aims to protect the automotive sector. There could be consequences for major European auto companies producing electric vehicles in China, but jobs in Europe are now more important than the future of those companies in China. In any case, the future of European manufacturers is bleak; they seem to have already lost the EV race to their Chinese competitors. China will find it much harder to move the EU away from its decision to pursue an anti-subsidy investigation, differently to what happened in 2014. Lessons to learn There might be a lesson for Europe in what happened to Apple in China in September. Days before Apple’s launch of its new iPhone 15, Huawei launched its Mate 60 with upgraded functionalities which require high-end semiconductors. Beyond raising doubts about the effectiveness of US-led export controls on advanced semiconductors, this announcement constituted a direct challenge to Apple’s phone sales in China. Chinese officials were also prohibited from using iPhones and rumours spread in Chinese media in advance of the Apple launch about the underwhelming quality of the iPhone 15. Investors dumped Apple stock globally and the company lost about 6% of its value in a few days. China’s retaliation against the Commission’s anti-subsidy investigation might not be as direct and transparent, but it will still be harmful and might offer less room for the EU to respond. Europe’s strategic dependence on China is greater than in 2014 and this probe has the potential to cause a bigger fall-out for the EU. China has strengthened its position as a global power and uncompetitive behaviour could hit European core sectors harder because China has more power to retaliate. On the flip side, the stakes are higher for the EU given the importance of the auto sector in terms of jobs and exports. For that reason, China may not manage to deter the EU’s investigation as easily as it did in the past. But this may prompt China to threaten even larger retaliation.

Defense & Security
Russian President Vladimir Putin and Defense Minister Sergei Shoigu arrive for Zapad 2021 joint military drills held by Russia and Belarus at Mulino training ground in Nizhniy Novgorod

Putin was convinced that it was necessary. What is the greatest danger surrounding the Russian retreat of from Kherson

by Oleksiy Melnyk

I see two important aspects here. The first one is military. The second is political. The news of the Russian Defence Minister Sergey Shoigu's order to withdraw from Kherson did not come as a surprise to me. On the other hand, it was really a pleasant surprise. It was clear that Russia's chances of keeping the right-bank part of Ukraine were decreasing day by day, and this is not an opinion of a cheering patriot or propagandist, because it is next to impossible to keep such a contingent, estimated at around 40,000, with all the equipment and logistics needs, while the two supply channels are under the enemy fire. Therefore, the question was only "when", or "how Kherson will be liberated": will it be retaken, or the occupiers will flee Kherson. Why did Russia delay this decision until now? This unfavourable situation was clear to them as soon as Ukraine started striking bridges with HIMARS. There are two important aspects here, in my opinion. The first one is military. The second is political. When Sergey Surovikin, as the newly appointed commander, spoke on October 18 about his readiness for "difficult decisions", he obviously had this in mind. But he, like any other Russian general, understood that he would not be allowed to do so without the go-ahead from the top. And it doesn't matter how he reasoned this retreat. Like any Russian general, he was afraid to tell Putin the truth. There is a Russian proverb about what happens to the one who brings bad news. Therefore, Surovikin tried to convey that a disaster awaited them on the right bank of the Dnieper in Kherson region, if they don’t decide to withdraw. The political value of Kherson is absolutely obvious. Russia (Kremlin, Putin) put themselves in a situation that could not be worse by declaring this territory Russian. Which could be an even more painful blow to the image of this great macho, who in fact showed his weakness? It involves both political and personal risks for Putin as the head of state, who presented himself as a macho man who had everything under control. In my opinion, either Evgeniy Prigozhin or Surovikin (by the way, there are rumours in Russian expert circles about agreements between Surovikin and Prigozhin), or both, might have convinced Putin that it was a necessary decision, and the political risks would be less catastrophic than if such a decision was not taken. Here, perhaps, lies the greatest danger, because such a decision might go with something that obviously should stop this information wave "everything is lost" in Russia. Our readers should at least mentally prepare for some unpleasant surprises awaiting us in the coming days. I think that our military leadership has calculated these risks and is preparing preventive measures. The next question, which is of interest not only to me, is how this retreat will take place? The thing is that compared with the "gesture of goodwill" at the end of March, then Ukrainian opportunities to pursue the retreating units were quite limited. So it was hardly a gentlemanly gesture on our part. Let's not take the Snake Island, because its case was special due to its location, but in September — October, we saw an uncontrolled process of Russians fleeing in the Kharkiv region. All — thanks to the fact that the Ukrainian forces could counterattack and pursue them. What is the Russian scenario of withdrawal from Kherson? What will be the tactics of our military? In open sources, I did not see any hint of the existence of, I would not say, political but some kind of gentlemen's agreements, that in exchange for such a "gesture of goodwill" Ukraine would allow these troops to leave the right bank unhampered. They are extremely vulnerable precisely for the reason I mentioned earlier — there are only two main ways to the left bank. They are under the Ukrainian artillery control. The fewer Russian forces are left on the right bank, the easier it will be for Ukrainians to cut this retreat altogether. So I don't know what the tactics of the Ukrainian side will be. Can they just be allowed to leave? Maybe so. But we understand that these 40,000 will not go to the Kerch Bridge — they will be immediately redeployed in another direction. So, if we allow them to leave quietly, in a week or two they should be expected near  Donetsk or Zaporizhia, and will try to storm them from the south. Obviously, there will be no lull in the coming days and weeks. It will not be like the withdrawal of the Soviet troops from Afghanistan, when there was an agreement between the command and the enemy side that they would not touch the convoys moving towards the USSR. I do not think that the withdrawal from Kherson region is a bluff or a deceptive manoeuvre, despite all the Russian treachery. It is really impossible to hold Kherson region on the right bank, the price is extremely high. They will explain this withdrawal on their TV: Apparently, the Ukrainians threatened to blow up the Kakhovka dam, so they decided to save the lives of both military and civilians. For me, this gives some understanding that the threat of its explosion is minimal, at least at the moment. The intact Kakhovka dam is better for the Russians than if it were blown up. However, the risk of its explosion is not eliminated, only postponed, and when Russia is forced to demonstrate another "gesture of good will" — leave Nova Kakhovka and lose control of the Kakhovka dam — this threat will be extremely high. The Kakhovka dam means not only flooding of the territories downstream of the Dnieper but also a real threat to the Zaporizhia NPP — a threat of a disaster comparable to Japanese Fukushima.

Defense & Security
Ukrainian armoured vehicles during a military parade in 2018

Sleepwalking into escalation

by Helmut W. Ganser

Delivering Leopard 2 tanks to Ukraine takes the war to a new level. Trying to look past the fog of war can help to predict how things might play out The decision of Germany and other NATO states to supply modern battle tanks and other armoured infantry vehicles to Ukraine takes the West’s involvement in the war to a new level. Presumably, in the further course of the war, the numbers mentioned so far will not be enough; the decision to provide tanks immediately sparked an international debate on delivering fighter planes as well. We are also hearing initial calls for NATO troops to be deployed to Ukraine as a ‘deterrent’, which would mean NATO becoming embroiled in the war. However, the discussion about the objectives in the Ukraine war mustn’t be muddied, even if clarifying these leads to a fierce dispute both within and amongst the NATO states. There is just too much at stake. The American and German governments indicate that they want to enable Ukraine to hold the frontline which it has fought for so far and liberate more areas wherever possible. All occupied territories, including Crimea, would probably be regained through a strategic approach of lengthy negotiations under the pressure of overwhelming Western sanction packages. This objective comes with the broader demand that Ukraine be enabled to reconquer its entire territory through military counterattacks, something also put forward by the Ukrainian leadership. The serious risks of escalation associated with this must be thoroughly analysed, which has largely been skirted around in the discussions so far. The fog of war prevents us from predicting how things will play out. All professional military policy experts are aware that their analyses, evaluations and forecasts are clouded by this; there are always bound to be frictions and surprises. However, looking at various scenarios can help us refine our assessments of what might be on the horizon. We will attempt to assess the potential effects of the new tank deliveries to Ukraine, using two scenarios that look ahead to the early summer of 2023. In both scenarios, it is assumed that the Ukrainian army will gradually receive about 100 Western battle tanks, most of the Leopard model, and around 100 largely German and American infantry vehicles by early summer 2023. The thirty-one M1 Abrams tanks previously promised are unlikely to be delivered by this point. Two tank battalions and two tank grenadier battalions – roughly equivalent to a brigade – will be equipped with the new heavy weapons systems by the early summer under both scenarios. Another assumption is that the widely anticipated Russian spring offensive, targeting the Luhansk or Donetsk area, will begin around the end of February or March. Very few Western battle and infantry vehicles, if any, are likely to be used, in what are expected to be highly intense battles with severe casualties. It is assumed with some uncertainty that the more professional and mobile Ukrainian defence can ward off larger operational gains from the major Russian units. These two scenarios look to the early summer after the Ukrainian army has taken delivery of the tanks from the West. Scenario 1: tank battle on the southern front, with limited Ukrainian territorial gainsBy the late spring, it becomes clear that the Ukrainian military intends to push hard towards the south from the area east and southeast of Zaporizhzhia. The goal is to advance over about 100 km to the Sea of Azov and cut the Russian troops off south of the river Dnieper and, more than anything, to stop Crimea from being supplied via the land bridge. The terrain in this area is mostly open and flat – highly beneficial to tanks – and, with the exception of the town of Melitopol, is only dotted with small villages. In the early summer of 2023, Ukraine makes bold advances south under favourable weather conditions, targeting the Sea of Azov coast. This results in the first major tank battle of the war, which sees German Leopards and Marders deployed at the front, as well as the American Bradleys and Strikers. With their better armour, agility and weapon effect, they clearly come out on top in a head-to-head battle. Ukrainian commanders, however, struggle to master the complexity of mixed-weapons combat, in which battle tanks, armoured infantry vehicles with tank grenadiers, artillery, sappers and air support must work together in close coordination to achieve the full force of impact. Heavy Russian tank and infantry forces withstand the advancing units. The Ukrainian counterattack progresses for about 30 km but then gets bogged down in the huge defensive firing, after Russian mechanised units succeed in pushing into the flank of the Ukrainian tank formations, jeopardising their supply. Soldier and material losses are severely high again on both sides. Pictures of destroyed Leopard tanks are plastered across the internet. German television channels and online media increasingly draw parallels with historical footage of German tanks during the Second World War in the same region. From a political and strategic perspective, attrition warfare has been consolidated in this scenario, despite tactical gains on both sides. Russia still has about 10 to 12 per cent of the Ukrainian territory under its control. The extensive exhaustion of weapons systems, spare parts and ammunition from the German and American armies is increasingly running down the operational capability and perseverance of the NATO forces on both sides of the Atlantic. As production capacity remains limited, there is increasing support for an agreement between the US, Ukraine and Russia to bring an end to the war. In Ukraine, the devastating losses are affecting more and more families, leading to political demands for a ceasefire. Opposition politicians demand that their president publish the actual losses incurred since the war began. Scenario 2: tank battle on the southern front, with the Ukrainian army advancing to the Sea of AzovScenario 2 is identical to scenario 1 up to the Ukrainian army’s counterattack from the area east of Zaporizhzhia. But in this scenario, operations are proceeding as planned by the Ukrainian General Staff. Kyiv has deployed forces equipped with Western tanks and infantry vehicles to the heart of the battlefield. With the superior firepower, armour and agility of the Leopard 2 tanks, they advance towards intermediate targets northeast of Melitopol after a few days. Leadership, fighting strength and motivation are once again proving weak amongst Russian ranks, while the Ukrainian troops’ command of mixed-weapons combat is better than initially expected by Western military experts. Leopard spearheads reach villages just off the coast, opposite Crimea. As Ukrainians advance, American-made HIMARS rockets destroy the new Russian bridge near Kerch in some places, rendering it unusable for supplying Crimea. Russia responds with the most intense air raid ever launched on Kyiv, with numerous casualties reported and electricity supply destroyed. The Russian president makes a brief statement following a stage-managed press conference with his General Staff. Putin first states that the Russian Federation now considers the NATO states that supplied heavy weapons to Ukraine as direct opponents in the war, regardless of any fine details in international law. The ongoing attack on Russian-occupied Crimea could only have come about through the massive involvement of Western states. The war has now created an existential dimension for the Russian Federation. As far as Russia is concerned, the entire war zone now extends to the territory of the Western states supporting Ukraine. He refrains from verbal warnings of nuclear war because his earlier threats were not taken seriously. Putin says he has ordered his Defence Minister and General Staff to supply some of the nuclear-capable missile troops with the nuclear warheads stored in depots. If the blockade of supplies to Crimea via the land bridge is not removed, Russia must use force through its tactical nuclear weapons. Russian bloggers report that the course of the war has brought unity to Kremlin leaders and only made them more determined to see it through, but this cannot be verified. A few hours later, American satellites pick up Russian convoys beginning their journey from the nuclear weapons storage facilities to the nuclear missile battalion deployment areas. This secret intelligence becomes public across the world. In a widely unexpected twist, China announces the largest mobilisation of its naval forces ever in the Strait of Taiwan. Its first fleet of warships has already set sail. The US and its NATO partners are now on the verge of a nuclear face-off that has escalated faster than many had believed, with consequences unimaginable for the whole of Europe. Western governments, the NATO Council and Military Committee, as well as the UN Security Council, meet day after day. Commentators can’t help but compare it to the height of the Cuban crisis. But NATO leaders clash on their assessments of the situation and their approach. In Berlin, huge demonstrations are held calling for an immediate end to the war, with the slogan ‘Stop the madness’. Of course, more optimistic scenarios can also be envisaged in which the Kremlin hands back Crimea without nuclear escalation. The powers that be, including those in Berlin, Washington and Paris, have so far held firm on their objective of not stepping into the grey area of getting directly involved in the war. But the danger of slowly and unintentionally sleepwalking into what would be the biggest catastrophe for the whole of Europe is growing and growing. Unexpected twists and turns (sometimes referred to as black swans or wild cards) can also create dynamic developments that are likely to be extremely difficult to control and contain. As more German tanks are sent to Ukraine, Germany’s share of responsibility for the course that the war takes – and the consequences thereof – increases and ultimately so does its right and need to influence the leadership in Kyiv.

Diplomacy
Flags of Moldova and European Union standing close with Russian flag staying in the far background pointing Moldova is getting closer with EU than Russia

How Russia Torpedoed Its Own Influence in Moldova

by Galiya Ibragimova

Russia’s invasion of Ukraine has turned neighboring Moldova into a tinder box. Its border with Ukraine stretches for over 1,200 kilometers, and Russian missiles have entered Moldovan airspace on more than one occasion. Moscow has threatened to prevent Moldova from becoming another “anti-Russia,” while making fearmongering accusations that the Ukrainian army has plans to seize Moldova’s breakaway region Transnistria. The direct military threat to Moldova, however, receded after the Ukrainian army defeated Russia in Kherson, and the Moldovan government appears to have successfully adapted to the new situation and restored relative stability. Despite historically strong pro-Russian sentiment, the vast majority of Moldovans now agree that cooperation with Moscow has become too toxic, while the allure of EU integration—such as the opportunity to work there—is more tempting than anything Russia has to offer. Chisinau is accordingly taking increasingly decisive measures in its fight against Russian interference.  A state of emergency has been in effect in Moldova ever since Russia invaded Ukraine on February 24, 2022, affording the government and law enforcement agencies additional powers. So far, the authorities have not resorted to radical measures, but the fact that the state of emergency is extended every two months shows that they are seriously concerned about the threat of destabilization. Throughout the past year, Chisinau has condemned Moscow for the war, but avoided direct confrontation, and was initially reluctant to actively oppose Russian interference. Moldovans welcomed Ukrainian refugees, but declined Kyiv’s requests to sell it six MiG-29 fighter jets, which was a bitter pill for Kyiv to swallow, considering that the Ukrainian army had thwarted Russia’s attempts at the start of the war to carve a corridor through Ukraine to Moldova’s Moscow-backed breakaway region, Transnistria. If it were not for Ukraine’s counterattack, then Moscow would likely have already taken control of Moldova and installed a pro-Russian president there: Russia’s rhetoric about the illegitimacy of the current Moldovan leadership is getting louder and louder. It is unlikely that Moldova, neither a large nor wealthy country, would have been able to put up much of a fight. Chisinau’s caution is understandable: after all, there are 1,500 Russian troops stationed in Transnistria, both as peacekeepers and as guards for Soviet-era arms depots. Moldova only joined anti-Russian sanctions this spring. Before that, the government demurred, citing the country’s dependence on the Russian economy, even though Moldova’s main trading partner has long been the European Union. Last year, almost 60 percent of Moldovan exports went to the EU, while less than a quarter went to the entire Commonwealth of Independent States, including Russia. And while exports to the EU increased by a third in 2022, those destined for Russia decreased by about the same amount. Even Moldova’s long-standing and almost complete dependence on Russian gas supplies has significantly weakened during the past year, largely due to the actions of Russia itself. Last October, Russia’s Gazprom reduced gas supplies to Moldova from 9 million to 5.7 million cubic meters per day in a payment dispute.  Moscow also reduced gas supplies to Transnistria, which almost left Moldova without electricity, since until 2022 up to 70 percent of electricity supplied to the rest of Moldova came from Transnistria and its regional power plant, which runs on Russian gas. The rest was supplied by Ukraine. Due to the reduction in gas supplies, Transnistria stopped selling electricity to Chisinau, while Kyiv also stopped exports due to the Russian missile strikes against its energy infrastructure, which had caused severe energy shortages across the war-torn country. Soon afterward, Chisinau reached an agreement with Tiraspol, Transnistria’s de facto capital. Chisinau agreed to send its own Russian gas supplies to Transnistria in exchange for the resumption of electricity supplies from the latter. To meet its domestic requirements, Moldova began buying gas from the EU, which by January 2023 had enabled it to save $330 per 1,000 cubic meters compared with Russian prices thanks to the relative stabilization of the European gas market.  In the spring, Ukraine resumed electricity exports, and the Transnistria power plant returned to its prewar capacity. The energy crisis hit Moldovan consumers hard, but prod Chisinau to establish alternative gas suppliers, including Romania and Greece, with plans to add Azerbaijan to that list. This energy diversification has strengthened the Moldovan government’s position in its relationship with Moscow. By this spring, following the resignation of the government and a subsequent reshuffle, Moldova had begun to toughen its stance on Russia. New Prime Minister Dorin Recean was previously a national security advisor and interior minister, and his appointment was a signal that security issues are Chisinau’s top priority right now. A few days before the reshuffle, President Maia Sandu said that Ukrainian intelligence had intercepted a Kremlin plan to organize a coup in Moldova through opposition protests and the involvement of foreign mercenaries. It’s hard to verify the claims, but what is certain is that Russia has always had extensive influence in Moldova, and has traditionally enjoyed the support of about half the population. Even now, polls show that while the majority of Moldovans condemn the Russian invasion of Ukraine, about 30 percent still admire Putin. Since last fall, the Shor party has been leading Moldovans in anti-government protests, officially against high utility prices. Russian propaganda portrays the protests as anti-European and nationwide, and describes the party’s head, the fugitive oligarch Ilan Shor, as the leader of the Moldovan opposition. But in reality, the protests only attract a couple of thousand people, and those participants do not hide the fact that they are paid to attend.  Ilan Shor fled to Israel after being sentenced to fifteen years in prison in Moldova for his role in laundering $1 billion in three Moldovan banks. A change of regime in Chisinau to a pro-Russian government would allow him to avoid prosecution and return to Moldova. Many believe that the Kremlin has offered him precisely these guarantees. The Moldovan government was concerned by the protests, but did not dare to take tough action: the Shor party has six seats in parliament, and freedom of assembly is enshrined in the constitution. But the reports of Kremlin plans to destabilize Moldova, and then the emergence of a document titled “Strategic Goals of the Russian Federation in the Republic of Moldova,” which spelled out a plan for regime change, forced Chisinau to act more decisively. The new Moldovan cabinet has appealed to the Constitutional Court to declare the Shor party illegitimate for promoting the interests of a foreign state. Meanwhile, in response to the opposition rallies, Sandu has called on Moldovans to assemble on Chisinau’s main square on May 21 in support of EU integration. About 60 percent of Moldovans are in favor of their country’s accession to the European Union. The reshuffled government has also stopped the broadcasting of Russian TV channels, and stepped up its efforts to publicly refute dubious Russian claims, such as that Ukraine is preparing to occupy Transnistria. The powers of the Information and Security Service, Moldova’s main intelligence agency, have been expanded, and a number of Russian officials—including President Vladimir Putin—have been banned from entering the country. Chisinau’s position on Transnistria has also become tougher. In February, the Moldovan parliament amended the law to make separatism an offense punishable by jail time, prompting outrage in Tiraspol. Chisinau insists that the amendments will not be applied retrospectively: only to future manifestations of separatism. Still, it is not yet clear how the new law will work in practice, so for now, Transnistrian officials prefer not to be seen in Chisinau. Russia’s actions have also prompted a public discussion in Moldova about the country’s armed forces, which will not be able to put up much resistance to a serious security threat. At the Munich Security Conference in February, Sandu asked NATO countries to provide Moldova with air defense systems. The government has not yet abandoned neutrality, but is making it clear that it is ready to turn to NATO for help in the event of an escalation. Chisinau’s course toward more resolute resistance to the Kremlin doesn’t mean that the country will be able to rid itself of its dependence on Russia overnight, of course. Nor will Moscow relinquish its foothold inside the country without a fight. Most likely, the Kremlin will continue to interfere in Moldovan political life by financing pro-Russian parties, portraying NATO as a threat, and accusing Sandu of trying to drag Moldova into the war. It’s possible that the pro-Russian forces will be able to take advantage of the country’s socioeconomic problems to put in a decent showing in the next elections. Even that scenario, however, will not result in fundamental changes to Moldova’s foreign policy. Russia’s aggression against Ukraine is helping to consolidate Moldovan society in favor of EU integration and emancipation from Moscow. No matter who ends up leading the country in the future, they will not be able to ignore that consensus.

Defense & Security
Black Sea region detailed editable map with regions cities and towns, roads and railways, geographic sites

NATO in the Black Sea Region

by Beqa Bochorishvili

In the given article, the focus will be on the North Atlantic Treaty Organization (NATO) as a defining organization of collective security policy, representing the Western Hemisphere in the Black Sea region. The article will discuss the objectives and strategies of the organization, taking into account the role of Russia as one of the most significant actors in the region.  After the Cold War and the dissolution of the USSR, NATO began expanding eastward. Countries such as Czechia, Hungary, Poland, Bulgaria, Romania, Slovakia, Slovenia, Estonia, Latvia, and Lithuania became members of the organization. During the time of the Cold War and the conflict with the USSR, some new members joined the NATO alliance, such as the Warsaw Pact countries (Czechia, Hungary, Poland) and other post-Soviet states, including the Baltic region (Estonia, Latvia, and Lithuania). These actions irritated Russia, especially when the NATO enlargement process continued in the Baltic region. Accordingly, to these events, excitement has followed the representatives of Russia’s Duma. The officials demanded the deployment of troops to ensure security and to enforce the idea of adding additional forces to the region in line with established parameters. However, one important detail is that despite the deployment of troops, several aerial and special operations were carried out in the region of the Baltic Sea, which included disrupting the line of command in the region and affecting the established procedures. An interesting thing that happened in 2009, during NATO expansion in 2009, the Kremlin did not go against the accession of Albania and Croatia, there were indirect statements from officials that the enlargement of NATO on the European continent is disturbing and undermines the security of the continent.  Accordingly, taking into account that each stage of NATO's expansion was exciting for Russia, and this stemmed from the fact that the very idea of this expansion was the formation of a united and strong Europe, which was also a prerequisite for the elimination of Russian influences, official Russia did not take pro-aggressive steps to exclude its proximity to the organization.  Despite Russia's warning that NATO should not expand to the East, this process continued. In 2008, NATO announced (at the Bucharest summit) that Ukraine and Georgia would become members, which Russia saw as a strategic threat, especially when Gorbachev, the leader of the Soviet Republic, was promised that NATO would not go East. The main reason why Russia reacted so strongly to the expansion was due to the geopolitical aspirations of Ukraine and Georgia, which it believed would affect the country's security and strategic interests.  The Black Sea region has always been of great interest to NATO, this basin is a connecting link between the Caspian, Mediterranean, and Aegean seas, it is at the same time a very strategic corridor to connect with the Middle East, which doubled the interests of the great powers in the region, among them NATO. After the end of the Cold War, the Black Sea region is in the interest of the USA and there were 3 specific reasons for this; The spread of democracy, cooperation in the field of security, and third and most important for the US, the diversification of energy resources. On the other hand, the democratic development of the independent states represented in this region and the convergence with the standards of the West and NATO turned out to be critically incompatible with the interests of Russia. It was also unacceptable for Moscow to develop energy projects on the European continent using the Black Sea region without him. Therefore, Russia, in order to prevent the countries of the region from achieving their goals and hindering their Euro-Atlantic integration, created and/or maintained control over the conflict centers in the region, which it then used for manipulation and coercion. In short, regardless of the variety of conflicts in the Black Sea region, each of them was and is being managed under Russian interests, be it the conflicts of Karabakh, Abkhazia-Tskhinvali, or Crimea and Eastern Ukraine.  There are several reasons for the tension between Russia and NATO in the Black Sea region, the first of which is the concentration of a large number of Russian military forces in the region and the resulting conflicts. Second, the region is a kind of springboard where Russian and NATO military forces have to interact closely, which is also a source of constant tension.  On the other hand, It is rather interesting that despite the fact that in many cases NATO member states are driven by common interests, it happens that they have formed different visions for developing tactics to deal with existing challenges. One of the reasons why NATO is not properly represented in the Black Sea is Turkey and its recent policy. For example, in 2001, a multinational military-naval organization named "Blackseafor" was created on the initiative of Turkey. (BlackSeafor(2001). The member states of the organization were; Georgia, Russia, Ukraine, Bulgaria, Romania, and Turkey. By creating this model, Turkey tried to increase its role by weakening NATO's representation in the Black Sea region, it even worked at some level, and one of the reasons why NATO's flank is currently the weakest in the Seven Sea region is the above-mentioned event. However, Turkey has a tense situation with Syria and it needs NATO defense systems, so it has to find a balance in the direction of cooperation between Russia and NATO in order to ensure the security of the region.  However, it should be noted that after joining NATO, Romania becomes an important springboard for the organization. At the Warsaw summit, it was Romania that came up with the initiative to create the NATO Black Sea Fleet, which received positive evaluations both in Berlin and in the NATO headquarters and Washington. Bulgaria used to be more restrained in the Black Sea, thus avoiding provoking Russia too much. But after the war between Ukraine and Russia, the policy has changed, since 2021, Bulgaria has been the head of the NATO naval training operations in the Black Sea, the name of the operation is "Breeze" and it was last held in July 2022, where 24 combat and support boats, 5 military aircraft, 4 helicopters, and up to 1400 soldiers participated. There were several goals and reasons for conducting these exercises, one of which was stated above to increase the alliance's interests in the Black Sea region, and the other was to at least weaken Russia's dominance and maritime monopoly.  The conflict in Ukraine has shown that the events taking place in the Black Sea are directly connected and affect the European security system. It should be noted that before the Warsaw Summit, NATO did not have a proactive plan regarding its role in the Black Sea region (2016). An agreement was reached at the Warsaw Summit, thus highlighting that improving the defense capabilities of partner countries is in direct interest with NATO's interests, which will ultimately strengthen European security. That is why the strengthening of Ukraine's military potential is considered to strengthen the eastern flank of the organization. But until the war is raging and the future/outcome of this conflict is still uncertain, it is rather impossible to speak clearly about the very future of the organization.

Energy & Economics
Solar wind power

Cleantech manufacturing: where does Europe really stand?

by Giovanni Sgaravatti , Simone Tagliapietra , Cecilia Trasi

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