Better understanding “Russia’s war” (Jade McGlynn) 

17-8-23

Dear Partners in Thought,

After eighteen months of the staggering (and failed) Russian invasion of Ukraine, it is worth trying to understand what drove it – and what supports it. Many recall the surprising statement from Foreign Minister Lavrov that led to massive audience laughter at a conference in India that Russia launched its “special military operation” as NATO was about to invade Russia. In July 2022, Putin, who had already written a big pre-war philosophical piece on the existential nature of Russia and its unity with Ukraine in mid-2021, made a speech at the Duma stressing that “the war was unleashed by the collective West, which organised and supported the unconstitutional coup in Ukraine in 2014 and justified genocide against the people of Donbass”. Hence the strange use of neo-Nazi appellation to describe the Ukrainian leadership (all the more knowing the religious roots of the Ukrainian president). Putin made it clear, probably to find some hard to find justification and a way to decrease the lack of results on the ground, that the West was the instigator and the culprit of the invasion of Ukraine. This invasion became no less than “the start of the breakdown of the US-style world order” also responsible for so many Russian and indeed world problems. This was “the transition from liberal-globalist American egocentrism to a truly multi-polar world based not on self-serving rules made up by someone for their own needs, behind which there is nothing but striving for hegemony, and not on hypocritical double standards but on international law and the genuine sovereignty of nations and civilisations, on their will to live with their historical destiny, with their own values and traditions.”  

The invasion of Ukraine had taken on a very practical existential role for Russia so as to make the move very noble, in a drive for Gaullian grandeur-restoration, all the more in what was portrayed as an increasingly value-less world without moral compass. All of this while Ukrainian civilian infrastructure was massively hit, civilians themselves were butchered like in Bucha (even if Russia would later argue this was staged by Ukraine) and a massive number of children were deported to Russia to welcoming new parents, in what would become a clear war crime against humanity. All these official statements would easily project a world upside down that only the boldest science fiction movies and books, like Orwell’s 1984, could have shown before. While many were ready for a Kremlin going to any length to achieve its goals, one of the key questions would then become: How could the Russian people buy this type of story-telling? As they seemed to do.          

Russia displays many, largely noble, explanations for this invasion that do not resonate well in the mostly Cartesian (even if declining for the Kremlin and many Russians) West. Notwithstanding the plausible argument that the West is in fact much stronger at many key levels today. Two major features to review are the war, led by a values-based Russia against the degenerative West via Ukraine that needs to be saved, and the feelings of a strong majority of Russians that Putin is right, and the war is just or that they are not opposed to it also in a form of apathy and refusal to see things for what they are. Jade McGlynn just wrote “Russia’s War” (and not just “Putin’s War”) to explain the two key points and its related ones from a Russian perspective. McGlynn is a young King’s College War Studies scholar with much actual exposure to Putin’s Russia, and her needed book is enlightening, even if some Russian critics may point to some unlikely support from MI6 or the dark corridors of Langley. This is a very detailed book that goes into many features around those two key points, making it for an arduous and possibly repetitive read at times, all the more given the challenging times we know.     

No leader in the West launching an invasion of a neighbour (admittedly all the more in the heart of old Europe) would enjoy an 80% approval rating – but Putin does. While the reliability of poll ratings in Russia can be discussed, a leader like Putin rarely goes down below 60%. On a key note, even the younger generations (18-24, 25-39 groups) support Putin (although slightly less so than the older ones). This can be explained by a majority of Russians wanting (if not needing) a strong leader—this mainly as the result of the shock linked to the collapse of the Soviet Union and the terrible 1990s that created societal disorder. A consequence of which was the ascension of a kleptocratic system that Putin eventually controlled and used to serve his (and his nascent co-leadership’s) needs in a strange and inflexible virtuous model. Many Russians— especially of the younger and skilled generations with post-cold war global aspirations—left Russia in 2022, some simply to avoid conscription. Yet a vast majority is not keen to go against the war and the authorities (especially in non-major urban areas as expected but clearly not only). This is helped by a unique propaganda machine, operating in a welcoming target population territory, and a highly repressive system that guarantees long-term jail if the word “war” is even publicly mentioned. (On a side note, it would appear that the Kremlin would actually prefer passivity to the actual support of its population). 

The Russian liberals who do not like Putin are actually rather condescending when it comes to Ukraine, as seen with the likes of Navalny’s and other groups. As a result, Russians do not oppose the war and are rather apathetic, some even blaming the West for the Western sanctions that deprived them of products they came to like since the 1990s (not the main objective of such sanctions for sure). Some analysts draw bold comparisons with the attitude of most Parisians during the German “occupation”, as they generally preferred to go on with their daily lives as if nothing had really happened (forgetting the many actions of the “resistance” back then, and de facto implying that Russians were actually “occupied” by their own in the Putin era). Even religion is playing a role in supporting the “special military operation” in Ukraine, notably with the well-known and politically-engaged Russian Orthodox Church Patriarch Kirill, who is naturally close to the Kremlin. To what would be his forebear’s spiritual dismay, the grandson of atheist Soviet leader Molotov, who is a member of the Kremlin-captive Duma, stressed multiple times the “holy” nature of the war. 

In one of the ongoing features strengthening the Kremlin’s Orwellian propaganda approach, Russian history is officially rewritten in ways the country has known under Stalin with the main objective of creating a new Russian identity. The focus is permanent and on school textbooks, television shows, films, festivals, military history tours and even historical re-enactment clubs and student discussion societies while murals and even statues are added, especially in the last ten years, to the existential and patriotic display. The Christian roots of Russia, the defeat of Napoleon and the Great Patriotic War are much stressed alongside Peter and Catherine the Great while the lost Gorbachev and anarchic Yeltsin eras are quasi-demonised, the latter responding to the natural sorrows of many Russians. Ukraine, which was initially to be saved, is now often depicted as the ultra-nationalist state where no dissent can exist and opposition is banned while anything Russian is deemed to be hostile.  The Russian population is flooded day in day out with messages that underpin an existential Russian and indeed imperialistic rebirth, this without any easy access to alternative views, most if not all Western or opposition conduits being banned as deemed propaganda-flavoured.        

Jade McGlynn often refers to Dmitri Trenin, a former senior officer in Soviet and Russian military intelligence, who led the Carnegie Moscow Center, the key local post of the well-known think tank since the mid-1990s (on a personal note he even gave an internship to my older daughter). While a very fine, highly intellectual man, and de facto one of the most sensible Washington-Moscow “conduits”, he decided to leave the Carnegie Endowment a few months into the invasion as he felt deeply supportive of it. Trenin, a former member of the “Westerniser realist camp”, who knows the West better than most Russians, made statements about the need to defend Russian culture also against what the West represents today “with its civilisation of consumption, its gender innovations and so on”.  To him, clearly winning in Ukraine and “inflicting damage to the Western enemy” is about survival for Russia – not simply a return to imperial history as Putin likes. I was exchanging with him at the beginning of the conflict but did not foresee such a drastic position and rupture (which I took initially as a proof that he was de facto a prisoner of the system and had too much family in Russia as he does). While Trenin’s statements are very strong, it is also clear the state of affairs across the West (and especially in the US with its great and quasi un-American political divide, wild mass shootings and exacerbated forms of capitalism), does not help in rejecting the Kremlin scenario. Nor does this scenario not fall on deaf ears, with many Russians looking at the world and grieving post-Cold War shocks. 

It is also true that Russia was not treated with the most care by Western powers in the early to mid-1990s, as they wanted to ensure it would quickly become part of a nascent globalised, and increasingly rootless, world—even if wanting to improve the material conditions of many along the way. On a side but key note, McGlynn stresses that the main enemy of old Russia is often seen today as Britain, due to its ancient imperial history (and the odd fact that it founded America) far more than the US, in spite of its massive aid to Ukraine to date, or Western Europe—this perhaps also linked to Boris Johnson and Rishi Sunak’s fierce support of Kyiv. While the invasion is now seen in Moscow as a war of liberation, Russia would also seem to endure it in order to get rid of Anglo-Saxon influence across Europe. To some in the Russian leadership, the Ukraine “special military operation” is not simply about Ukraine but also much more about Europe, of which Russia sees itself as a key part, and its very soul. 

It is hard not to try to understand, admittedly to some difficult extent, the Russians who do not want to face the horrors of the war and prefer to find some noble or practical rationale for it or stay away from the topic. Many of us would follow that sad path in their very shoes, and given their too often tragic history. Until late 2021 I wanted myself to ensure that we anchored Russia not only to the West but to the world through globalisation that would ensure a lesser focus on military solutions and would nicely “trap” nations over time into working together, as they would have too much to lose otherwise (a recipe applicable to China today that seems to need it more than Beijing may have initially thought). It is also our duty to explain to Russians that the course taken by the Kremlin goes against the interests of all parties, and at the same time makes them supportive of mass murders and war crimes. This is true, even if the latter are still well managed by the Kremlin’s propaganda machine and totally dismissed as fake news or hard to accept by most of the general population. 

Jade McGlynn’s book reveals a Russia most of us did not know, and which needs to gradually change over time, but will also unlikely support a coup in the Kremlin. The sanctions-rooted 40% decline in value of the rouble in 2023, and the likely associated inflation surge and economic crisis to follow (not ideal when funding a large-scale war) may hurt Russians and (some Western analysts hope) make them question the cost of the war, given the roots of such developments. However, it may largely remain a private or dinner table matter, given the known dynamics. As often seen in history, a coup would more likely come from the current weakened leadership (the odd Wagner insurrection, if there was one, being an erratic example, even if it showed inherent autocratic weaknesses) but is no guarantee for a better scenario for a Ukraine war that will otherwise last long—possibly with Western population support gradually waning as seen today in the US and that could be lethally dealt with in a “Trump 2024”. Hence the need for a strengthened Western resolve and speedy delivery of what is needed to win or reach the negotiation table (also making sure Kyiv is not adopting unmanageable positions like regarding the future of Crimea).  

On a very personal note that may resonate with many in the West, I would like to stress that we should not see all Russians as evil, even if one supports Ukraine and/or is naturally opposed to outdated imperialistic moves, especially in old Europe. Many Russians left their country as they could not stand the invasion, or did not want to be part of it for many personal reasons. Many Russians lived outside Russia before the invasion and even liked a Putin style, following the shambolic state of their country in the 1990s. Russians should never be rejected for being Russian, even if they ought to be sensibly and respectfully engaged on the matter of the Ukraine tragedy and its many ramifications at all societal and world levels. At some point, we will rebuild Ukraine (as many development financial institutions seem to be ready to go for in a well-planned but premature way) but we will also need to help re-building and re-shaping Russia – with the Russians and for us all.   

Warmest regards, 

Serge

The democratic West needs to evolve if it is to survive

2-8-23

Dear Partners in Thought,

While the West has shown remarkable unity to date in supporting a country invaded, for unacceptable and largely forgotten imperialistic reasons, by another in the heart of an otherwise rather peaceful Europe since WW2, it is also experiencing issues that may undermine its very future.   

I have wanted to cover a sensitive topic for some time: the need for the West to evolve in its approach to what is democracy today, so it keeps thriving in a much-needed new wave.

Rather than producing a long note I would rather draw your attention to eight key points to enable further thinking, and hopefully a change in Western patterns.

  • Western liberal democracy needs not to be “weak”, as if moderates needed to be by definition, and in contrast to political extremists. 
  • National identity that defined “who we are” and sensible immigration control matter, and should not be the topic owned and exploited by extremist parties of the hard right.
  • Law and order matter, and there is no excuse for the looting and destruction of nearly EUR 1bn in less than a week by disgruntled individuals—whatever their roots and “easy” excuses—like recently seen in the suburbs of Paris and other French cities.    
  • Reclaiming ownership of key values that defined the West should make extremist parties (with vote-grabbing easy answers to complex issues and few public management capabilities) less politically relevant.
  • A stronger and more secure West at home will be more impactful in its dealings globally, especially concerning rising nations with aspiring world leadership like China.  
  • A stronger West should combine an America at peace with itself and a Europe more autonomous at all levels, including defence, so as to strengthen the key partnership.
  • While Western style democracy can work in the West and should be offered to the world, the West should realise that many countries are not able to follow that path due to many factors, at times combined, such as their historical roots, corrupt leadership, theocratic approach or even sheer size.
  • While focusing on the challenges of our times like climate change, Western democracy should also ensure it controls and indeed regulates better the excesses found in both capitalism and indeed “tech”, big or small, and its adverse developments into unsettling social media, cryptocurrency and now AI, so as to ensure more societal equity and soundness at all levels.    

These eight features, some of which may be contentious, point to a certain direction that should help the West reposition and strengthen itself in the 21st century, and still offer what we see as workable liberal democracy, this in absolute and relative terms. Geopolitical risk management starts at home.

Warmest regards

Serge

Thirteen not always so fun geopolitical facts of our challenging times

5-7-23

Dear Partners in Thought,

As we enter the summer holiday season, I thought I would give you a shorter and more concise Interlude, focused on some of the key recent geopolitical developments of our times—indeed not always “fun facts”. I stopped at thirteen, given the special ring to it, but the list could be extended, contested and changing week after week. Will the recent events in Jenin lead to major regional disruption in the Middle East and thus qualify? Should AI, in spite of the many concerns it brings (together with clear benefits), ever be seen as a geopolitical tool or development?         

  1. The Ukraine invasion united the West against Russia more than ever expected, on old-fashioned principles of territorial sovereignty, though focused on its European heart.
  1. The Ukraine invasion showed Russia failing in the pursuit of illusory imperial ambitions, while suffering unheard of political disruptions, showing deep internal weaknesses, and reverting to old ways of domestic control and erratic nuclear tactics.
  1. The Ukraine invasion propelled oil production-cutting Saudi Arabia as a major world player in many areas (not only golf) thanks to the impact of Western sanctions on Russian oil and gas fueling its leading world GDP growth in 2022.
  1. The Ukraine invasion showed a newly-named Global South wanting to be non-aligned to either the West or Russia, while each of its major components pursued its own domestic agenda, and still pragmatically dealing with both (and also China in our times of simmering tensions) on what primarily matters to them.
  1. China, gradually lost between a thirst for global leadership and socio-economic viability, became a world peacemaker with its involvement in getting Iran and Saudi Arabia to resume diplomatic relations, or wanting to play a role in the never-ending Israeli-Palestinian conflict.
  1. While declining, the US still leads the world for now but is suffering from self-inflicted wounds such as mass-shootings and social media-fueled existential expressions of extremism, with Donald Trump being a clear example of deepening societal failure. 
  1. The old European powers like France or Britain are no longer the European powers they once were, with the EU being their key existential leadership option (sadly for the latter) and the building of European defense being key, even if NATO keeps going.  
  1. While Germany is slowly changing its attitude to defense matters and its traditional focus on the economy due to Ukraine, it is still wavering in its approach to China, given the importance of this market to its automakers and other industries.
  1. While Europe is united on Ukraine, Taiwan is usually not seen in the same light as in Washington (but for the Baltic states given the proximity of their own mainland China or Czechia to reverse past politics) and its focus will be on not creating unneeded tensions often driven by domestic US politics.
  1. Covid, which had, and still has, many unforeseen impacts on society worldwide, did not help diplomacy when it might have been needed, due to sheer distancing and remote communication amongst world leaders.
  1. While democracy, where it still exists, is challenged by its illiberal versions and vote-grabbing populism (with its easy answers to complex issues), the EU should stop with its unanimity voting system, and adopt a super-majority in its decision-making. 
  1. Globalization is receding, following decades-old corporate investments lost in Russia and the US-China on-and-off warming cold war, and protectionist measures often hidden behind green policies and supply chain de-risking, even if more of a slogan—given the scale and complexity of, and reliance upon, China’s manufacturing make-up.   
  1.  AI became an unpredictable existential threat at the “wrong” geopolitical time for the world, while venture capital went further in its gambling “spray and pray” investment approach as previously seen with the crypto and metaverse labels.  

Warmest regards,

Serge

Is there really a new world (dis)order in the making?

11-04-23

Dear Partners in thought,

The war in Ukraine has been a catalyst for what many see as the start of a potential reshaping of the world order—an order we have known since WW2 and the end of the Cold War. The fall of the Soviet Union gave rise to three decades of relative world peace and strong growth (even if they were peppered by crises like in 2008), driven by an unprecedented globalisation. Both world peace and globalisation are under threat today as new and stronger party lines are being defined along two camps. It is worth calmly reviewing the situation and assessing whether this new world order forecast will materialise and endure. Or whether, more importantly, the West may lose its historical supremacy.    

The two not-so-new camps are being largely defined on one side by the West—a strong unity between the US and Europe rooted in the transatlantic alliance via NATO (allied with, among other countries, Canada, Japan, South Korea, Australia and New Zealand). This is indeed reminiscent of the post-WW2 era, and has been strengthened as a result of the Russian invasion of Ukraine. As stated in a recent Book Note, the West—while its societies suffer from too much social media-focused individualism, vote-grabbing incompetent populism, and capitalism at times losing its soul—is still predominant worldwide. And that is despite an uncertain American leadership, weakened by many domestic challenges, and a Europe still going through existential changes and weakened by a specious Brexit.  

The other camp, that is not yet defining itself easily, is led by President Xi’s resurgent ambitious-for-world-supremacy China, and an increasingly-lost Russia, that needs a strong partner even though it is relegated to a new and very junior role. While the US-Europe camp is based on democratic values, the China-Russia camp is reflecting an autocracy that has risen over the last ten years in their midst. There is more coherence and commonality of values and interests within the US-Europe camp than in the China-Russia one, even if the defining basis of the latter is primarily found in its opposition to (if not rejection of) America and its longstanding world leadership. While Europe and the EU may fight against America on trade subsidies and similar economic matters, they are one on issues of democracy and the international world order as we have known it. The China-Russia camp is more the expression of the “enemy of my enemy must be my friend” which may be tactically viable but not the strongest construct in its essence. Meanwhile the world is at a crossroads since the Russian invasion of Ukraine. Major emerging world actors position themselves alongside one of the two camps depending on the policy or matter at hand. The US-Europe camp, even if going through many travails in recent years, is still much stronger than its “would-be” rival and its relatively weak and disparate club of (at times sizeable) followers—this in spite of many recent developments. If anything, the main achievement of the China-Russia club, however partly unwitting, was to provide the world with future years of likely slower economic growth, through the combination of two events stressed last week by the Head of the IMF, viz. Covid-19 and the Ukraine invasion. This is hardly a positive advertisement for any future aspiring world order. 

A third camp-in-the-making, or actually sub-camp, is the Global South—comprising disparate members with, at times, little in common, each following one of the two main camps (depending on their tactical priorities of the moment). Of late, the Global South has seemed to look after its economic interests first, and Western concerns or the old-fashioned international world order and its values later—this being helped by the fact that a war in Europe is clearly not their concern. The Global South is increasingly taking neutral or tactical stances in the rising “great new rivalry” (if not yet conflict), when not actually taking sides with the China-led coalition-in-the-making. Not a surprising stance given rooted resentments for the traditional Western supremacy, if not ancestral or at times perceived actual colonialism. Africa has been a clear example of such positioning with many of its countries (notably including currently problem-ridden South Africa) wanting to deal with China and its Belt and Road Initiative, or clearly putting the West and the US in competition with China or indeed Russia as VP Kamala Harris noticed during her recent “marketing” trip there.

As for Latin America, a new world order-in-the-making may also be perceived as a potentially better redistribution of cards in relation to dealing with its closer (and also too powerful) Northern neighbour. Turkey in its election year plays a high wire act between being close to the West, a helpful and well-paid migrant manager for the EU and a key NATO member (even if still not willing to open the door of the latter to Sweden) while being an understanding mediator and at times a bit more with Moscow. Saudi Arabia, that now often oscillates between both factions, has clearly chosen a path disliked by the West at this particular juncture in reducing oil output with OPEC and triggering a price rise in early April. Modi’s India seems to go increasingly the autocratic way, looking at its crass treatment of the opposition while buying more Russian oil.  Many Global South members naturally play a very opportunistic and inconsistent card of their own, without necessarily formally taking sides—all while periodically affecting the great new rivalry in the making.         

Besides sheer geography, the new world order, as it might be redefined, clearly pins a recently-weakened democracy against a stronger autocracy, the latter of all flavours. It is yet not clear that democracy as we know it, a still young historical construct, will survive if it is not ready to stand firm and eventually fight through its many means. It would, however, be too early to believe that the West is in a losing position as the world evolves, even if democracy may be actually much harder to manage in a fast-paced 21st century than a simpler autocracy—especially for leaderships and populations more historically at ease with this concept and way of life. When looking at this potential new world order—or indeed disorder—reshaping, it is best to look at the various components and dynamics at play.

While remaining the undisputed leader of the (so-called for some) Free World, America today is dealing with domestic challenges not experienced in recent history. Moderate America seems to have been replaced by a rise of the extremes in both of its main parties. The unforeseen Trump presidential ascendency in 2016 gave rise to a hardening of positions taken by the Republican party, and more voice to extreme conservative (if not reactionary) types not much heard previously. At the same time, the Woke movement on the left took extreme positions in many walks of American life: both extreme wings also being driven by a strong financial incentive to many of their leaders and promoters, themselves helped by ever-present social media and traditional media squabbling over a declining audience.

Moderates in America, historically driven by public common sense, have become a minority—as shown by the legislative inability to enact sensible gun control to avoid daily mass shootings in schools and malls across the country. The recent Trump indictment, whatever its rationale, be it political or not, is another example of what many would describe as another proof of the American decline—while some would also rightly argue it shows that no one is above the law, even in our troubled times. A new Trump presidency in 2024, however unlikely, would be a major blow for the West—especially Europe—all the more as only 25% of US GDP is linked to international trade. This makes isolationism or “America First” an easier way of government than would be the case in any other major country, China included. (It is clear that Trump’s indictment increases his chances of winning the GOP primary, which many Democrats like Biden or another Democratic candidate would rightly prefer him as a more easily-beatable candidate in November 2024).

American extremism is also shown in the handling of its foreign policy with unnecessary trips to Taiwan by the House majority Leader, or quasi-provocations rooted in domestic politics. Both fuel a Chinese leadership’s anger that needs little provocation in the new assertive Xi era. The best American way to protect Taiwan is simply to be found in supporting Ukraine and ensuring its victory—a stance that some leading GOP members like Ron DeSantis may unwisely (and it turned out at their own costs) disagree with. The US approach to TikTok, whatever its merits, is also another expression of a shift to a Cold War mentality even if, by the same token, spy balloons should never be welcome. Moderation and common sense are what may be missing most in the US domestic and international political discourse, but these key features seem to still prevail at the right time. Not least because they are also based on the fact that America’ strengths have not disappeared in terms of actual leadership: world GDP, innovation, culture, military clout and overall message to other nations. America is still the leader of the West, and the latter is more united than ever due to the Ukraine war, even if the word “free” attached to the old appellation of “Free World” is harder at times to recall or notice for some.      

While China is still searching for ways to capitalise on its global ascension, it seems to be hesitating between being a peacemaker (as seen with its concocting the Saudi-Iran rapprochement) and belonging to an anti-Western front, through an unclear Kremlin visit and military exercises together with an imperial—if not imperious—Russia and an outcast self-searching Iranian follower. It is clear that Xi’s style is more focused than ten years ago on making China a world leader and on the rivalry with the American nemesis. This new approach also takes place as China’s economy and demographics are no longer what they were, forcing the Chinese leadership to be more practical, for example by not heavily controlling the local tech sector (see the potential return of Jack Ma at least in the news) and its foreign investors as it did in recent years. China is far more pragmatic than some of Xi’s official statements may suggest, also remembering that its rather obedient middle class is more vocal than their parents, and its formerly docile behaviour was also linked to enjoying the benefits of a peaceful globalised world—notably through outbound tourism and buying Western goods.

Not being the China of Mao or Deng, its desire to be respected as a global power is natural. The West should encourage its willingness to be more active in the context of a peaceful, if competitive, relationship with the US. China is first and foremost a pragmatic country that has little to gain from military confrontation—assuming it could indeed manage a conflict. This might be unlikely, given the rigid Chinese command structure which mirrors the Party one. Perhaps as with Russia, this is a common feature of autocracies. It is unlikely that China would invade Taiwan, even if military exercises close to its shores are often seen as retributions, like for the recent meeting in California between the Taiwanese President and US House Leader McCarthy. China is unlikely to back Russia militarily in Ukraine, given the clearly-stated red line, or to get closer to Moscow than what we see today. As long as it is perceived as a true leading country worthy of world supremacy aspirations, Beijing will play a tactical supportive game with Moscow, provided it can continue to play its chips well in international trade, and salvage the remaining needed globalisation. The Belt and Road Initiative, which so far has been an economic burden, if not failure for China, is more likely to continue being one of its main tools of foreign policy, as long as no provocations arise from Washington. Xi’s desired legacy is not to be remembered for his wars, but through an assertive will to build a stronger China by other strategic means. While China is clearly building a leading world role, its natural ascension is not imperialistic in a return of old history like Russia under Putin, for which other peaceful ways to exist meaningfully are closed off today.               

Russia is going through its most existentially-challenging period in its modern history. From a major power during the Cold War, and still a key country post-Soviet era having adjusted gradually to a globalised world, its leadership felt it had lost its deserved historical status and reverted to old imperialistic ways, unseen in Europe on that scale since WW2, to reassert itself. Far from regaining its perceived lost status, Russia showed unforeseen military weakness and poor leadership, giving it today no choice but to resort to being a China-follower in what would be a new autocratic world order. It is unlikely that China would support a more aggressive Russia elsewhere in Europe (beyond Ukraine, the mercenary Wagner Group is now rumoured to be looking at the Western Balkans) or in Africa (where the Wagner Group helps Russia make a comeback though with a military focus, like in Mali and Burkina Faso). However, the Russian economy, which the West expected to collapse nine months ago, has shown strong signs of resiliency and indeed reorientation—helped by both China and India buying its oil and gas. It remains to be seen whether Russia and its leadership can go on as if there had been no invasion of Ukraine, given the situation after 14 months, and the unlikely short-term ending or positive outcome for the Kremlin. Russian leadership traditionally falls on badly-managed wars, as clearly seen in 1917.

Russian society, while well under control today with no information outside the realm of state media, and an increased security apparatus in action, is questioning the war more and more — all the more within its elite that feels deprived of what the post-Soviet world had offered them (as shown in recent phone call leaks reflecting the general mood). Rage and despair are noticeable among technocrats and bureaucrats, military officials and even security service “siloviki” who now have joined the unhappiness of the oligarchs who have lost their yachts and ways of life. The recent trend of unhappiness may strengthen the Kremlin’s hard societal management, though not without avoiding the fate of previous Russian leaderships when the wider population and its elite (those who stayed) are gradually confronted with reality that time does not help. With the likes of the mercenary Wagner Group’s criticism of the Kremlin management of the “special operation” it is not clear that a coup or a leadership demise would naturally result in a more liberal and Western-like Russia in the short term. While an Ides of March’s Julius Caesar scenario is not unthinkable, most astute observers are wary of its aftermath with, at best, the rise of a less warmongering, but still hyper-nationalist post-Serbia-like Milosevic Russia that would evolve in a flawed democracy, while remaining at odds with the West.

Hopes of a Western-like liberal democratic Russia ended on a Moscow night and bridge in 2015 when Boris Nemtsov was assassinated. Today Russia, with its oil and gas that it sells less to Europe, is more and more looking like an isolated Saudi Arabia with nukes. The state of Russia today is not a sign that the new world order shows a very strong replacement for the West, again given that autocracies are not the best at such grand designs, being focused on domestic control first and foremost. It is clear that the West, while supporting Ukraine and ensuring Russia does not win there, should also make sure the natural divide of the opportunistic weak partnership between Moscow and Beijing is further affected, thus the need for the avoidance of noble but ill-thought-through provocations against the latter. Having said this, an alliance of nationalists is always an odd concept, even if there is never any guarantee that a Sino-Soviet-like split would always occur, however likely. The last thing the world needs is a collapse of Russia leading to a period of domestic chaos with ultra-nationalists eventually taking over a now hard-line Soviet-styled but still predictable Putin regime.              

Europe is known today through the EU as the world-leading trading bloc. But it is also a Western sub-club of, at times, 27 very different member-states across the ancient Cold War divide: from an old France, with a very deep history, to a new Croatia. The EU today comprises very pragmatic Germany and foreign policy-ambivalent Hungary. Not to mention the ceaselessly Brussels-sensitive (but Ukraine-highly supportive) Poland. As previously stated, one clear lesson to be drawn for all European nations, including those that made past world history, is that “the power of the bloc”, such as with the EU and the critical need for it to go beyond its main trade focus, is now essential.  While Europe is broadly the EU and its former UK partner, the concept and reality of the bloc matters more today. A probable Labour government in two years will likely continue, more strongly than any moderate and clear-thinking Tory one today, to bring the UK closer to the EU, while likely not re-joining it for some years. The Ukraine invasion transformed the EU through unexpected and rapid changes in its energy, economic and security policies—not to mention the rejection of any future Merkel-inspired plans to integrate Russia more closely into Europe, at least for the foreseeable future. In a stark contrast with decades of quasi-pacifism, Germany notably abandoned a historically-rooted and virtuous but not economically unhelpful refusal to focus on defence and military matters—even if actual transition takes time.

Key EU member states like France are adopting a less antagonistic stance towards China— the EU largest trading partner—than the US, serving both parties’ interests as China also needs Europe on trade. All while EU Commission President von der Leyen (incidentally a former German defence minister) clearly stated to Xi that China’s active Ukraine mediation would be a determining factor in EU-China relations. Taiwan is not much mentioned in European capitals, even if they support its “independence” and Prague is closed to Taipei, having cancelled a twin city partnership with Beijing in 2019. Macron’s visit to Beijing last week clearly showed a more moderate approach, not only aimed at bolstering trade and cultural relations with China, but also attempting at making Beijing more neutral in its stance towards Moscow with the challenging aim of finding “a shared responsibility for peace” or an equivalent to the Saudi-Iranian settlement the latter engineered, even if for its own diplomatic rationale. While the EU will get stronger at many levels, including on defence as wanted by Macron for some time, it will distance itself from Russia with relationship rebuilding taking at least a generation. At the same time the EU will redefine its position towards China in focusing more on “security and control” away from “an era of reform and opening” without weakening economic relations, or forgetting mutual work on the environment and nuclear proliferation, so as to keep working together on common issues. If anything, Europe, through the EU and its likely gradually closer British partner and eventually member anew, may unexpectedly emerge following the ill-fated Russian move in Ukraine as the inherently strongest member of the West, even if the latter will still be led by a soul-searching America.         

At a time when the Middle East, known for having been the centre of world upheaval since 2001, following the disastrous Iraq war and subsequent Arab Spring, is going through another set of unsettling developments, largely due to the rise of an extremist Israeli government, the world order has not yet changed in spite of the unprecedented since 1945 full-scale invasion of a European country. It is important for the West, democracy—and by extension the world—that Ukraine wins (or does not lose) a war that is far more than territorial in nature. At this point, the world order is still the one we know, and is unlikely to change soon. But it requires some serious attention and care from the West and especially its leader, still the “indispensable country” of my youth, also at home.   

Warmest regards,

Serge    

Invasion: Russia’s Bloody War and Ukraine’s Fight for Survival (Luke Harding)

24-3-23

Dear Partners in Thought,

I wanted to introduce you to a great book that is perhaps one of the best concerning the Russian invasion of Ukraine today—even while the subject matter is still unfolding before us.

“Invasion” is a timely book and also, indeed, great reportage for its quality and that of its author, Luke Harding.  I met Luke in February at an event of the Prague Center for Transatlantic Relations, an excellent think tank in Prague whose focus and location vividly reflects our times and indeed geography. Luke Harding is a seasoned journalist from The Guardian with a longstanding focus on Russia and its society for years. As a sign of the new Russian times to come he had been The Guardian Moscow correspondent as of 2007 and was expelled in 2011, already being a nuisance to the Kremlin at a time when only the dreadful Litvinenko murder and the unexpected old-style invasion of South Ossetia had happened and made public news. At the time, the West was rather silent with only “limited and conventional responses” to gradual Russian aggressive moves as a prelude to its relatively mild positions when Crimea would be taken and eastern Ukraine occupied in 2014. Putin felt the West was weak and irresolute, thus fuelling his ambitions for a Russian imperial return that would be skilfully sold within Russia via now state-controlled media and an only too willing “captive” audience—the latter being expertly addressed in the book.

In its opening, Harding addresses the many events led by Putin that announced the invasion, while relating many comments of Russians about them. He starts by exploring how Putin tried to “rationalise” (a word that is admittedly hard to apply to the Russian leader) the non-existence of Ukraine as an independent country, stressing its inherent belonging to Mother Russia. This was clearly demonstrated in Putin’s two-hour historical tirade on Russia and Ukraine in June 2021, that left scholars around the world puzzled, where he tried to give a quasi-academic justification for events to come eight months later. Harding reminds us of the war against neo-Nazis and the liberation of Ukrainian brothers well before stressing that the war (or “special operation”) was essentially a pre-emptive strike against NATO and the West who were about to attack Russia. Putin’s statements that left the West speechless were only a prelude to comments, such as Sergei Lavrov’s at a conference in India one year into the invasion, stating the West had actually attacked Russia, thus triggering a massive laughter from the audience, even if from the rather neutral and (for many) too accommodating Global South. As the war turned out to be challenging for Russia, Harding provides insights as to Putin’s leadership style, micro-management and martial tendencies combined with utter ignorance about military matters (not unlike Defence Minister Sergei Shoigu) in a reminiscence of his admired Nicholas I and his failed Crimean war, Nicholas II and the regime-changing WW1 (or a Stalin who did not want to listen to Russian intelligence about a forthcoming massive Nazi offensive, as he knew better). In stark contrast to someone now also under Hague ICC warrant for the forced transfer of children, Harding projects Zelenskyy and how a great local actor, who played President in the famed “Servant of the People” and was an early proponent of dialogue with Russia, became a new Churchill and the most admired leader on earth—or at least in the West.

Harding was on the ground in Ukraine immediately before and during the invasion, giving us both a reminder of events most of us saw on our screen and read about—as if it were a distant story or a movie that could not be real in our day and age. He sensed that the invasion was coming in February 2022, an event that US and British intelligence had repeatedly stressed, but might have been dismissed by too many as unrealistic in 2022, 77 years after the end of WW2 and all the more at the heart of Europe. Harding’s connections with many key individuals in not only Ukraine but also Russia, provide us with a very personal perspective of all these events. Names like Kherson oblast, Mariupol, the Donbas region and even the small city of Bucha, where the first known war crimes occurred, all covered by specific chapters, are coming back to us. His book is a “first rough draft of history” as it infolded in front of us. He also gives us a better understanding for Ukraine through a number of poets and political thinkers from both Russia and Ukraine, while stressing the tolerance of the West for all the exactions of the Kremlin ranging from the killings of dissidents outside Russia to the annexation of Crimea in 2014—eight years before the full-scale invasion. He stresses the incredible failure of Russian forces to seize Kyiv in a week as planned, and the impact on the image of the Russian military, due to its many weak features reminiscent of a history most had forgotten. Russian soldiers and their “Z”-marked vehicles did not know where they were going, expected a short trip with no resistance, and had been told they would be welcome as liberators from the neo-Nazis by the Slavic brothers. Supply lines broke, food disappeared and looting started. Harding stresses the reckless approach of the Russian military command in its seizure of the forbidden area of Chornobyl, putting the lives of its own troops in clear danger with likely future health consequences. Then Kharkiv, home to Russian speakers and nationals, and its residential buildings starting to be the target of missiles and drones in a derailed Russian war scenario. We remember the long convoy of Russian tanks and trucks on their way to Kyiv ultimately going nowhere. He witnesses for us the awakening of a nation and its indomitable fighting spirit. Harding naturally addresses the Kremlin-unexpected resilience of the West and strengthening of NATO as a result of the invasion from another age.

While the war in Ukraine still rages—now at times with days without major news (short of missile strikes launched against residential buildings) likely triggered by a lack of ammunitions on both sides but mainly Russia’s—Harding’s earlier conclusion is that “Russia had basically lost”. This sentiment, which is rooted in the fact that war is still on after one year is definitely correct, but Ukraine needs support so it wins the war—not only for itself but also for all of us and for the heart of Europe to go back to a stable peace where old-fashioned warmonger and existentially-lost states are kept at bay. Harding’s book may be the first chapter of a redefinition of the world order as we have seen it since WW2 and then the end of the Cold War. The West, while its societies suffer from too much social media-focused individualism, vote-grabbing incompetent populism, and capitalism at times losing its soul, is still predominant worldwide, with an uncertain American leadership weakened by many domestic challenges and a Europe (still going through existential changes) that was weakened by an illusory Brexit. While China is still searching for ways to assert its global ascension, it seems to be hesitating between being a peacemaker (as seen with the Saudi-Iran rapprochement) and belonging to an anti-Western front, through an unclear Kremlin visit and military exercises together with an imperial—if not imperious—Russia and an outcasted self-searching Iranian follower (even if an erratic North Korea is not sought as a partner yet in this opportunistic construct). There is an odd and opportunistic alliance in the making based on “the enemy of my enemy must be my friend” that, if unclear and not based on solid foundations, also carries its own set of problems—not only for the West but for the world. To borrow from Mao’s prescient 1957 words, as the FT’s Gideon Rachman reminded us this week, there is a possible risk that the East wind might indeed be stronger than the West wind just now. This world order redefinition takes place as the now newly-defined Global South is increasingly taking neutral or tactical stances in the rising “great new rivalry” (if not yet conflict) when not actually taking sides with the China-led coalition in the potential making. The new world as it is redefined clearly pins democracy against autocracy, the latter of all flavours. It is not clear that democracy as we know it, a still young historical construct, will survive if it is not ready to stand firm and eventually fight through its many means. One clear lesson to be drawn for all European nations, including those that made past world history, is that “the power of the bloc”, such as with the EU and the critical need for it to go beyond its main trade focus, is now essential. 

Democratic survival is why the West (and many in the Global South) should support Ukraine so it wins and Russia is squarely defeated—thus prompting regime change in Moscow along traditional historical lines (even if never a guarantee of a return to more Kremlin rationality). The time, which is clearly tougher for Western citizens with higher energy and food prices though not lethal, is not for weak and slow support of Ukraine, which will be self-hurting later for the West. The Ukraine conflict is not simply about territory, even if Estonian PM Kaja Kallas might rightfully be more nuanced on the point, while by the same token, President Zelenskyy should adopt a sensible and wise approach to Crimea today. It is also about the world as it should be, according to the sound rules of law and values the West has promoted since the last global conflict, however imperfect they may be. Once Russia is squarely defeated (but not before), our times may oddly be back to those of George Kennan and his containment approach found in his famed February 1946 “long telegram,” already dealing with an expansionist Kremlin. We should all hope for the likes of Donald Trump and Governor Ron DeSantis to get the message regarding support for Ukraine beyond sheer electoral tactics sadly fitting our current Western political era. While Russia may have lost, Ukraine, now “a proven state” as stressed in the last chapter of the book, has not won yet, this with few end game scenarios being offered (my very point to Harding at the think tank) short of getting ready for a long conflict. We should make sure Luke Harding’s next and tenth book will tell us how Ukraine and the right values finally won. Today we are all Ukrainians.

Warmest regards,

Serge

One year on – Assessing where we are and clarifying the Ukraine war scenarios

28-01-23

Dear Partners in thought,

As we go into its first anniversary, it is useful to try clarifying where the war in Ukraine may lead—all the more given the massive production of opinions and the fluctuating situation on the battlefield and in the world capitals. In the absence of scenarios for how this war could develop, it is also necessary to realise where the current conflict may evolve, this in a realistic and sober way.

The first and unquestionable conclusion is that Russia (read Putin and the Kremlin) lost so far, and massively. Russia did not take Kyiv in a week. Russia did not take it in 11 months. Its armed forces have even retreated from parts of invaded Ukraine, surprisingly showing poor military management and “command and control”, understandably poor morale and aged equipment. If anything, Russia showed weaknesses at all key levels, doing away with any myth of traditional military strength. Mobilisation, also botched, drove many young men, among them qualified professionals, away from Russia, including in areas which were not targeted like key urban centres, drawing a blow to the long-term prospects of the Russian economy. Western sanctions will gradually be felt throughout the country and its many sectors, if only in terms of key industrial spare parts and, for many, no longer having access to Western goods and lifestyle, or enjoying the pretence of living in a free society. Reasons for invading Ukraine—from following the example of Peter the Great in returning territories, to liberating brothers from neo-Nazis—have been laughable, furthering the decline of the image of Russia, which is becoming gradually isolated. Even China is now adopting a far more cautious and practical de facto approach to the war, leaving Moscow only with the active support of the likes of Iran or North Korea. Russia’s image has been further destroyed by targeting civilian infrastructure (supposedly as it built most of it in Soviet days) and the many atrocities its army and the infamous Wagner Group mercenaries have committed in Ukraine. Russia will gradually face a dual battlefield in Ukraine and at home, the latter to maintain a domestic support that, despite a century of a traditional and well-engineered quasi-“Stockholm Syndrome,” is gradually declining—and is bound to further decrease over time. It is hard to see how the Kremlin hopes to “win” anything today at any level, or to see Putin backing down in the face of reality—which are dangerous factors for Europe and the world.

The second conclusion is that Russia united the West to an unprecedented level while giving rise to a strong Ukrainian identity. Ukraine has now become a fully-fledged nation as shown by the clear response of its citizens to the invasion.  NATO has been given a new and needed fresh wind, and is looking to welcome Sweden and Finland who changed their longstanding minds on defence matters, assuming that a tricky Turkey does not use its right of veto for quasi-existential purposes. Germany very quickly decided to launch a massive and un-heard of defence spending programme, even while still battling with demons of its past. While Germany’s post-WW2 focus was always very practical (the economy first) it became too hard not to becoming more engaged in its support of Ukraine. The recent Leopard 2 tank developments have shown the conundrum of either not helping Ukraine enough militarily, thereby facilitating a Russian victory, or providing it with offensive-type weapons, and then also potentially sliding into a direct NATO-Russia conflict—the latter still not being an unlikely scenario. Largely speaking (and acting as one) the West has also managed the energy shocks arising from the invasion surprisingly well. Even though, for most of Europe, its prior dependence on Russia was partly designed to integrate the latter more into a globalised and thus peaceful world. Lastly, it is clear that Western unity was also required to prevent copycats in other parts of the world like Taiwan, especially at a time when China was more aggressive towards it in 2022 as it struggled to define the new course it now seems to have hopefully achieved.     

It is clear that Ukraine cannot win (nor indeed regain its invaded territories) without Western assistance. NATO countries have gradually provided defensive weapons, notably anti-missile ones, and gradually shifted to light and not-so-light tanks like the UK Challenger, French AMX-10, German infantry Marder vehicle and now Leopard 2 and soon US Abrams tanks. Military jets like F 16s are likely to be the next step in assisting Ukraine through various ways. NATO is clearly sliding into a phase where it is indirectly—via Ukrainian troops for now—at war with Russia (the recent terrorist attack on the French railways cable network by a yet unnamed “foreign group” is an example of things to come alongside initial cyber-attacks).  Germany’s wavering government stance, while showing flip-flops and being unproductive in terms of clearly wanting to defeat Russia, put its future prospects of relations with Ukraine and other CEE countries at risk—as demonstrated by a statement from the German PM, that jets were out of the question, following previous similar ones regarding the provision of Leopard tanks.  It is also fair to stress that Germany has provided much financial assistance, and that many German leaders (including Annalena Baerbock, current Minister for Foreign Affairs and impressively ex co-leader of the Greens), have been unequivocal regarding Germany’s need to support Ukraine from the onset of the invasion. While fully supporting Ukraine with full-range military equipment and training, the West should also ensure that Kyiv focuses on regaining territories lost since February 2022 but does not aim, feeling strong enough, at recouping Crimea, this to give Moscow a peace escape route, however wrong in nature, and given the affinity of the Crimean population with Russia.         

The Ukraine war could be seen as the war also opposing—again to date only indirectly—the old powers that ruled the world for centuries (some could even daringly call it “the war of the white man”, if forgetting the many Russian minorities being mobilised as less problematic for the Kremlin, and the fact that Japan is a clear supporter of Kyiv). Key non-Western nations seem not much directly involved in the conflict from a strategic standpoint. China clearly would prefer a return to peace so global trade could still prevail, but still keeps a neutrality not devoid of measured criticism towards Moscow (which the West is welcoming after months of unclarity) while India is thinking more about its future as the most populous world nation and how to maximise its status to the point of enhancing energy supply from Russia.  Many developing countries in Africa, Latin America or the Middle East refused to condemn Russia at the UN at the time of the invasion, this for diverse reasons including not wanting to be aligned with the West. While nominally neutral, South Africa recently welcomed Foreign Minister Lavrov, showing some “understanding” for the Russian position while fragile states Mali and Burkina Faso have welcomed the Wagner Group and sent France back home (at the same time countries like Angola, Botswana and others, at times with trade ties with Russia, still condemn the invasion).  Saudi Arabia and many of the Gulf countries are taking a practical stance in relation to the conflict, for many reasons driven by sheer economics. It is clear that the Ukraine war is also seen by many emerging countries as a way to obtain the best deals, trade or otherwise, from the West or Russia. All that being said and seen, the Ukraine war is clearly perceived by the unified West as a return to previous centuries, where neighbours would invade neighbours. The West is thus focusing on other means of managing international relations productively and peacefully, hence its unwavering, if at times domestically challenging, support for Kyiv (as a key matter of geostrategic principle, admittedly) and all the more given its location in the centre of Europe.  

There are not many scenarios on offer given the irrationality of the Kremlin and what clear defeat would mean to both sides. The West most likely faces an ultimately binary outcome: either Putin stops, more likely but not only via a coup, or a WW3-type conflict facing NATO countries and Russia could happen either though miscalculations or clear decision-making of last resort. Russia could not win, all the more so, given its poor showing against Ukraine. However, the potential damage tied to the latter may be immense, especially (but not only) for Europe. In a far worse repeat of history (Napoleon’s France, Hitler’s Germany) the Russian military would be eventually destroyed if facing a coalition comprising the US, the UK, France, Germany and other NATO members. The risk of nuclear conflagration, triggered by an overwhelmed Russia for tactical purposes, or even targeting Western capital cities, especially in Europe, would be real, but might not lead to actual strikes, as it would also very likely trigger a quick regime change in Moscow—many in Putin’s inner circle being loyal to date but not crazy.  

A direct conflict of the West via NATO with Russia, while highly possible an outcome, is clearly not to be desired. However, it looks like the best way to deal with Russia, while avoiding a conflict, is to be strong—and unwaveringly so. Being weak or half-hearted in supporting Ukraine would only help Russia achieve its goals from another era, while not preventing a later wider conflict or encouraging the Kremlin from further geographical expansion, like in the Baltics. While the risk of direct conflict is real for NATO, being strong for its members is the only way to either make Putin stop, however unlikely it would be, or foster a coup driven by practical judgement on the part of the Russian elite (obviously not the ultra-nationalists). It would not be unthinkable for the West to also explore ways to facilitate such a latter option, and help and even entice those Russians—be they part of the current leadership, security apparatus or oligarchy—who really want a sound future for their country that could again “one day” return to the global community.

Warmest regards,

Serge               

 

On the primacy of geopolitical risk management in our new world disorder

11-12-22

Dear Partners in Thought,

The world drastically changed in early 2022. The Russian invasion of Ukraine brought “a return of history” not seen for 77 years in Europe, and triggered gradual (and often inadequately noticed) shifts in the global geopolitical order. A new cold war, at times quite warm, now seems to be in motion, with the West facing opponents that will act on and off together—and to different degrees—on specific issues that serve their strategic purposes. This new cold war may also encourage more drastic and less diplomatic developments among many countries globally that may starkly focus on their own strategic needs in a less collegial world.

The West, which had shaped the world for centuries, and which still represents the key force in international affairs, is no longer without major rivals. Rivals, indeed, who are more assertive than they were in the past. Some of these, like Russia, who had been in deep relative decline, have resorted to old ways of supremacy—like full scale wars for existential purposes (and likely to secure a dual “negative power” in the energy and grain sectors). Others, like China, with world leading ambitions (but also deep internal challenges and a more dangerous Taiwan focus), have taken advantage of the current turmoil to play tactical games in relation to a resurgent Russia and the likes of key oil rich Saudi Arabia—the latter also tactically wanting to create a more “balanced” relationship with the US.

At the same time, Iran is going through a largely self-induced 1979-like existential crisis, all the while using theocracy to justify its inhumane ways, and thus digging itself further into an unmanageable situation. North Korea seems happy to follow an increasingly erratic and dangerous demonstration of its relevance, affecting not only Seoul now but also the whole world. Turkey, while a NATO member, has been able to play a useful mediator role in the Ukraine crisis, though at the cost of not having a clear identity in relation to the West. Only these past weeks the world has seen disruptions of different magnitudes at the country and leadership levels in Pakistan, Bangladesh, Jamaica, Tunisia, Peru, Brazil and even South Africa —to name but a few.

The West itself is no stranger to political disruptions—as seen by the impact of Brexit, that made both Britain and the EU weaker, or in the travails of Brussels with Budapest and its veto power on key EU programmes. Even Germany, a model of democratic stability, unimaginably faced the recent prospects of a coup led by an extremist group intent on restoring the monarchy. America itself, the leader of the Free World as it was known, has been weakened by a political divide since the mid-2010s that has hampered its very essence and smooth functioning. Extremism has been more vocal, and the two main parties have seen their very existence and nature challenged. More generally, globalisation (while not yet in peril) is receding. Supply chains are redefined, with a gradual repatriation to domestic markets. The fight against climate change, while supported by many (if not all) countries is taking a back seat to energy independence. Geopolitical risk has risen and created many challenging issues requiring management at all levels.  

Planning for the future has become arduous not only at the country and government levels, but also at the corporate and investment levels. Geopolitical risk management has become the rising key focus of corporations and investors acting globally but also domestically. The key features of market entry, management and exit, have become essential steps to be reviewed with great attention to geopolitical risk. Due diligence is no longer mainly about numbers and whether there is a market to develop. Political stability and partner identification have become key. All these geopolitical risk aspects are still mainly related to emerging markets, although they increasingly need to be considered for domestic or outward investments also in the West, mainly due to the rise of populism and its unpredictability. The Private Equity sector, with its USD 10 trillion of investments worldwide, is one of the natural business segments needing to assess geopolitical risks globally, much like corporations when conducting mergers & acquisitions internationally to develop their business. Even a private equity manager mainly focused on its domestic market will need to assess the quality of a foreign investor coming from a less well-known geography, or plan for the potential impact on its investment activities of the vagaries of a currently divided legislature, like in the US. In this new era of world disorder that can still be managed efficiently, it will be key for world actors to receive the proper geopolitical risk management input that combines superior human and digital intelligence—the former remaining crucial even in our fast-changing tech world. Experience, judgement and networks will be essential in managing geopolitical risk as a key component of corporate and investment decision-making.

Warmest regards

Serge         

Danger Zone – The Coming Conflict with China (Hal Brands and Michael Beckley)

4-11-22

Dear Partners in Thought,

As we are living through times reminiscent not only of the forgotten Cold War, but also of the gradual rise to WW2, it should be useful to review “Danger Zone”, the new book on the collision course of China with the West by American scholars Hal Brands (Johns Hopkins, American Enterprise Institute) and Michael Beckley (Tufts, American Enterprise Institute). 2022 has seen a return to old geopolitical ways in the middle of Europe, with Russia’s failed rapid invasion of Ukraine and, more globally, with a China, under the leadership of an increasingly Mao-like Xi Jinping, that seemed ready to assert its ambitions through old ways at a time when it is also faced with serious internal challenges. The dual threat to both the West and the world order as we knew it was surprising to many (like me and…Angela Merkel amongst others) who genuinely thought that globalisation and the “economy first” would create enough incentives to (relatively, for some) powerful autocratic states never to return to old ways of supremacy assertion. Ukraine changed everything rapidly, putting Taiwan on the map of serious potential world issues. While Russia leads an ill-fated and, so far, unsuccessful existential drive not to be relegated to what it actually is, energy and nuclear weapons aside, China is the “potential” and “eventual” world leader in the making, the question being in how many years. While the world is getting upside down due to an erratic Russia and a soul-searching China, the West is getting weaker by the year led by a Civil War-like-divided America. Even the European Union, weakened by a Brexit that that never made Britain stronger, is divided among its members on many issues and policies, the latest being the funding of its energy needs. At this stage, China may be a factor of stability or one of crisis enhancement globally, the latter being the topic covered by Brands & Beckley.

Brands & Beckley start the book with a bang in January 2025, and a Taiwan invasion at a time when a truly-divided America is arguing anew who won the 2024 presidential race, with fights in the streets in a super-January 6 mode—this time across the whole land. The USS Ronald Reagan aircraft carrier is also hit by a missile, while Chinese special forces target Taiwanese leaders, and cyberattacks take down Taiwan’s power grid and an amphibious assault begins. While this scenario seemed outlandish in the early to mid-2010s, the world changed as China started to assert itself more forcefully but also Russia gradually changed the game, first starting via “little green men” and local Russian nationalists in Crimea and Eastern Ukraine in 2014 and then more clearly in February 2022 with the direct invasion of its European neighbour. Brands & Beckley put forward a sound explanation for China’s potential bellicose assertiveness, that would not be driven by seeking world leadership (as often stated) but more as a result of serious internal weaknesses, like poor demographics, slow economic growth and a more autocratic leadership style—as seen with the new (life?) term of Xi Jinping. China is still relatively strong, if only due to its size and its role in the world economy, but actually not so much as seen with the inept Zero Covid policies in large urban centres, that create economic and social havoc, with no real health basis, annoying the local population, and stressing a rather incompetent Chinese political leadership. Some should question the relevance of the Chinese Communist Party in 2022 in terms of its current relevance and societal usefulness—in the same way the out-of-this-world Iranian theocratic regime and its inept policies, that could likely fall at some point as younger and even older Iranians who want to live in the real world “don’t want it anymore”. The deal between the CCP and the middle class based on “travel the world and buy Western goods” is under potential threat (hopefully not, especially for Toorbee, a start-up I am close to and which is focused on making Chinese travel the world better as well as bringing good ideas back home). According to Brands & Beckley, the key Chinese problem lies in its “peaking power” status that makes it very dangerous. One of Beijing’s problems, that could accelerate a conflict, is that it has reached a point of historical weakness in its competition with the US for world supremacy, which might trigger a more hostile stance. Insecurity would be a driver, as it may have been for Putin, arguing that his Ukraine move (once the childish Peter the Great points are cast aside) is driven by the eastern NATO expansion and the direct threat to Russia (as if the West wanted to invade it… which makes eyes roll across all Western capitals). It would seem that China’s problems may be linked to its earlier economic successes that were not skilfully managed by a CCP leadership, also going back to a Mao-like era, with Xi Jinping who drew a line over the recent past (what was to be gained from the public dismissal “for health reasons” of former Premier Hu Jintao as if to make things of a new era clearer?). Brands & Beckley point to declining economic performance, misallocation of capital on a grand scale, an oversized property sector and rising uncontrolled debt—to which could be added issues with its grand “Belt and Road Initiative” scheme of investing in developing nations, like across Africa, and suffering many financial setbacks—all reminding observers of many of the lethal pitfalls that made the former Soviet Union eventually fall. This last point opens the debate on whether autocracies can really manage the economy well and, again, whether loyalty to the leader(s) is not always accompanied by incompetence that eventually destroys the leader(s)—Russia and Iran being ongoing cases in point.

China should be engaged more forcefully—not to make it more dangerous but to remind it that its best interests are to be part of the concert of key nations in a globalised world. China should learn from Turkey’s Erdoğan who seized the Ukraine crisis to play a positive moderating world role, at a time its image had not been very positive for years. It looks like China was taken by surprise by the Ukraine invasion, right after a warm declaration of mutual friendship with Putin’s Russia a few days before the invasion. China had to be neutral and not condemn Moscow but grew increasingly concerned as months went by and Putin failed militarily (both on the battlefield, and with his ill-fated mobilisation drive, that showed more Russians leaving the motherland than joining the army) and found itself gradually isolated, only finding firm support from the likes of North Korea or Iran. It should be noted that the US is not the only party to have issues with China, as seen with the recent visit of German Chancellor Olaf Scholz to Beijing, as he deals with the massive and increasingly Berlin-uncomfortable trade between the two countries. The West, as a whole, has good reasons to ensure that China stays on a globalised course and avoids Putin’s delusions that will mark Russia for generations likely after he is gone, willingly or not.

There are other books on China today that are worth mentioning, namely from Mandarin-speaking former Australian Premier Kevin Rudd’s “The Avoidable War”, which presents a more optimistic future of the challenging US/Western -China relationship. While always being attentive to the hostility of autocracies, and fighting its overt expressions like with Russia, the united West (hopefully also at home in the case of America) should always remain positive when dealing with China, as it is too big an opponent to have regardless of its many own challenges. A Western-China conflict would be a lose-lose scenario, which does not mean that the West should be too accommodating or forgetful of its founding values. The world should concentrate on stability, and sound globalisation should be its focus as a way of maintaining mutually-beneficial peace.

Warmest regards,

Serge

The Age of the Strongman (Gideon Rachman)

19-8-22

Dear Partners in Thought,

As I wrote about leadership-making in David Gergen’s recent book “Hearts Touched with Fire,” where leadership was deemed “good” in essence, I also stressed that some leaders were not always good in nature, often leading their countries and the world to a dangerous path. As such, I thought it would be good to do a Book Note on “The Age of the Strongman – How the Cult of the Leader threatens Democracy around the World” from the Financial Times’ Gideon Rachman. The very gifted journalist and author (one of the best columnists at the FT today) tells us about those leaders who are easily identified as strongmen—and there are many today. These men (there is no woman yet) are household names, and sadly represent a large segment of the world population, usually in the developing world or (in the case of China) as the aspiring world leader. Rachman tells us more about Vladimir Putin, Recep Tayyip Erdoğan, Xi Jinping, but also Narendra Modi, Jair Bolsonaro and others like daringly, Boris Johnson for whom he makes a strong case for strongmen club membership—however mild he may be in comparison to the others. He reminds us of earlier times, when many of those leaders in the developing or actually rising world, showed a more Western-like democratic flavor in their governing style (and policies) when they fully played the global cooperative game—unlike today also, in the new cold war scenarios we see unfolding.

The picture we get is worrying at two levels: i) these leaders, often representing very large countries, seem to increasingly rule the world or have a great impact on its events and ii) the democratic West is not healthy today, due to a combination of the rise of the extremes, a loss of basic values that made it, and the initially-unplanned adverse impact of tech, via truth-distorting and opinion-shaping social media: all affecting how people, and then voters, think. These leaders at both macro (country) and micro (corporates, business and investments) levels also create never-seen post-Cold War geopolitical risks, this including in parts of the West, when leadership can at times slip into practical authoritarianism in style, and increasingly in substance—as seen on a few occasions in post-Brexit Britain and in Trump’s America, even if in a mild way given the democratic context.

Vladimir Putin is emblematic of the old-fashioned strongman as seen with the invasion of Ukraine but also in the way Russia was governed since 2000, and especially since “Georgia” in 2008—not that Russia ever was a beacon of freedom and peaceful foreign policy-making. Even if George W. Bush in post-9-11 shock was able to “get a sense of his soul” in 2001. Twenty-two years is a long time in politics, though strongmen tend to stay in power forever—as shown with Xi’s plans for life ruling, or Erdoğan’s tenure in Ankara, that mirrors Putin’s. While Putin is naturally the first strongman to be addressed by Rachman, there is a large number of them that he focuses on. Rather than going into the features of each of them, I thought it was better to list them and their short chapters (about 15 pages on average) so as to let readers discover their details, while focusing on interesting aspects of the world of strongmen. The main feeling, admittedly very worrisome, arising from reading Rachman’s book, is that the West is not the world, and that the world is not democratic—also at a time when Western democracy is in peril due to its own issues today.

Rachman’s strongmen list starts with i) Putin – aptly named the archetype (2000); followed by ii) Erdoğan– from liberal reformer to authoritarian strongman (2003); iii) Xi Jinping – China and the return of the cult of personality à la Mao (2012); iv) Modi – strongman politics in the world’s largest, still-called, democracy (2014); v) Orban, Kaczynski and the rise of illiberal Europe; vi) Boris Johnson and Brexit Britain (2016); vii) Donald Trump – American strongman (2016); viii) Rodrigo Duterte and the erosion of democracy in South East Asia; ix) the rise of Mohammed bin Salman (MBS) and the Netanyahu phenomenon (2017); x) far rightist Bolsonaro, in Brazil, radical leftist “Amlo” in Mexico and the return of the Latin American caudillo (2018); xi) Abiy Ahmed and democratic disillusionment in Africa (2019); xii) lonely Merkel, Macron and Europe’s struggle against the strongmen; xiii) George Soros, Steve Bannon and the battle of ideas. The book finishes with an epilogue on President Biden in the Age of the Strongman. It is worth noting that some strongmen like Lukashenko in Belarus, Hun Sen in Cambodia or Kim Jong-un in North Korea are not addressed, not as they are gentle ones, but as they do not play a key role (so far) in changing the climate of global politics (one could disagree with the erratic Kim, but selection is key when dealing with such a large population of leaders that would give political commentator and author David Gergen a strong headache).

While the stories of these strongmen make for fascinating reading in terms of how they got to power and managed their often evolving “leaderships,” Rachman makes very useful points as to the nature of these types of leaders and their times, as follows:

• The general backdrop is clear. Over the last 20 years, liberal values like freedom of speech, independent courts, and minority rights have been under assault all over the world and especially as strongmen developed their autocratic style and/or rule.

• The West and its elites, especially political and mediatic, mistook many future strongmen like Putin, Erdoğan, Modi, Orban, and even Xi as reformers who could take their countries on a Western liberal path, that was deemed the universal way post-Cold war. These future strongmen, some who changed very quickly like MBS, also showed unusual liberal and reformist “tendencies” as they started leading their countries when compared with past leadership, this for a short time as the “Riyadh hotel jail” episode showed. The West did not see what was coming.

• The strongmen are different in nature from the unchallenged autocrats (Xi in China, MBS in Saudi Arabia) to those in the middle (Putin in Russia—this arguably— , Erdoğan in Turkey) who are subject to some increasingly-vanishing forms of democratic constraints like elections, and limited press freedom—to those who operate in democracies, but show contempt for its norms, and keep eroding them (Orbán in Hungary, clearly Trump in the US, and even Johnson in Britain, who showed perhaps the mildest, but a real strongman-case on many occasions).

• The strongman model was furthered even among clear authoritarian regimes like China or Saudi Arabia, where the likes of Xi and MBS gradually concentrated power around them, and away from a more collective leadership, either from the Communist Party or the Saudi Royal family. Today Xi is becoming a new Mao with no term limits.

• The two emerging powers of the 21st century, China and India, have both gradually adopted strongman politics, while representing an immense part of the world population that, so far, seem to accept such a political modus operandi that projects nationalism, strength, and a strong hostility to weak (Western) liberalism.

• The strongmen are not all the same, but they are similar through four cross-cutting common features: i) the creation of a cult of personality; ii) contempt for the rule of law; iii) the claim to represent the real people against the elite a.k.a. populism, well shown with Donald Trump even today and; iv) a politics driven by fear and nationalism.

• Strongmen sell themselves as indispensable and the only ones to save the nation, making little or no distinction between the state and the leader. They stress their nationalism, cultural conservatism, little tolerance for minorities, and dissent for the interests of foreigners, however fair and valid.

• Very often, strongmen rule as a family, with Erdoğan having appointed his son-in-law as finance minister and Trump his own son-in-law to take a key role in foreign and domestic politics. Bolsonaro appointed his three sons to key official positions, including one as Ambassador to the US. Duterte’s candidate to succeed him in Manila was his daughter (but then a young Marcos also came in). Even Boris Johnson appointed his brother Jo to the cabinet and then the House of Lords, as an aside (my comment), not the most democratic or meritocratic of institutions.

• Strongmen, unlike the dictators of the 1930s, operate in a challenged but still globalized world, where international law theoretically prevails, though take advantage of the technologies of the 21st century, allowing them to connect directly with the masses and, in many ways, shape their views and/or control them. These developments can take different forms, with two extremes in motion: in the West, actual and aspiring populist strongmen rely on social media and the likes to shape and control the minds of voters, while in true autocracies like China, Twitter, Facebook, and YouTube (the latter used by Alexei Navalny in Russia in earlier days to post online videos of the corruption of Putin and his inner circle) are blocked, and the internet is under strict online social control.

• Long periods of power allow strongmen to appoint loyalists in key positions, including in the courts, that have an impact on the daily life of their citizens. Duterte “restructured” the Filipino Supreme Court to his liking, while 4,000 judges were purged in Turkey during a state of post-coup emergency in 2016. Although not in the same environment, Trump (admittedly due to his timing in office and following a legal process) ensured the US Supreme Court became very conservative for some time, resulting in decisions (or no decisions) not reflecting the views of a vast majority of Americans today.

• Strongmen disdain institutions but love “the people”—this being associated with populism as still seen in 2022 with Trump and his die-hard base. Simple solutions for complex issues are put forward also, as they can be understood by the largest number, many of whom are not troubled with analytical processes. Simple messages like “Get Brexit Done” and “Build that Wall” were famously heard in recent years with great results for the strongmen.

• Legal and state institutions are often portrayed by strongmen as obfuscation tools used by the elites and a “Deep State” to protect themselves, and need to be broken when the ends justify the means. Similarly, shadowy foreigners are often portrayed by strongmen as plotting against the interests of the people, George Soros having been a case in point in Orbán’s Hungary.

• In most cases, strongmen fight for the people living in small towns and the countryside against the urban elites, often splitting the vote—when there is one—like in the US in 2016 and 2020—on educational lines. Trump lost heavily among college graduates, but gained 80% of the vote of non-college educated white men in both presidential elections. In the UK, 73% of school leavers without any qualifications voted Leave while 75% of voters with post-graduate degrees voted Remain.

• Nostalgic nationalism works also for the strongmen, hence the famous “Making America Great Again”, as they attract those poorly educated voters who have not benefitted the most, if at all, from globalization and experienced standards of living declines in recent decades. Bringing back the good times also works well in America or Britain, whatever the precise message. Similar messages are heard in Turkey, Hungary or Russia, with the Peter the Great approach about regaining territories, therefore past grandeur. Even Global Britain, that drove Brexit is linked to some nostalgia for an era when Britain was ruling the global waves, a sentiment not lost on the oldest voters even if they should remember the dreadful seventies better than a Victorian era they only read about.

To look at this week’s world, the already-disputed election of William Ruto in Kenya, a self-styled “hustler” and former chicken street farmer, also known as an African Bolsonaro, is a potential additional sign of a slide into authoritarianism and strongman ethos in Africa—even if resulting from an official democratic process. The news that former Australian Prime Minister Scott Morrison took over “discreetly” five ministries during the peak of the Covid era, this whatever the rationale for doing so, is another (admittedly mild as Western-flavored) example—very unusual for Australia—of the rising strongman era, even in the democratic West.

The Age of the Strongman brings three additional remarks: i) there were many strongmen in history in recent centuries like Louis XIV or Napoléon Bonaparte. If anything, strongmen always ruled “their” world; ii) the current era may make us realize that democracy, as we used to know it even in its more natural incarnation and fullest form in the West, is a very short and thus fragile experience in world history. There were only 12 democracies in the world in 1945; and iii) while being nationalist first, strongmen can work together especially against the West and its positions, as seen with their effective support or lack of condemnation of Russia, also for tactical reasons, in the context of the Ukraine invasion. In a rather low-key though telling development, China will send troops to a Russia-led military exercise in the Russian Far East where India, Mongolia and Tajikistan will also take part.

Liberal democracy was only ascendant for 20 years following the end of the Cold War, also reflecting a unipolar US world that non-Western strongmen started to attack as they built their power at home. The financial crisis of 2008, the ill-fated Iraq war, and rapid rise of China stopped taken-for-granted Western world dominance, even if the US stayed the leading world player. The rise of the strongmen and the fragility of Western style-democracy is also why it is imperative for liberal democrats not to be weak, and defend democracy with the utmost vigor. This fight is implying a renewed Western focus on education in order to best fight against the domestic dangers of social media-driven populism and its vote-grabbing and skill-less politicians of our times.

Gideon Rachman’s book is very dense, going through all the key strongmen of the moment and their main themes, like migration, which became a central tactical focus of the far-right parties in Europe since 2015. The Age of the Strongman is a book that needs to be read thoroughly and in a focused way, so rich are its contents and consequential its essence—all the more for the West, as we would like it to be, and how it should react to stop the authoritarian tide.

Warmest regards,

Serge

The Power of Crisis (Ian Bremmer) – How Three Threats and our Response Will Change the World

04-08-22

Dear Partners in Thought,

Ian Bremmer, founder and CEO of Eurasia Group—a New York-based global research and consulting firm—and G-Zero—a media company providing coverage on international affairs via its Signal newsletter—wrote a new book (from a “measured” American vantage point) on the three threats facing the world. The three global threats are i) deadly viruses similar to Covid-19 as experienced globally since early 2020; ii) climate change and; iii) the unexpected impact of new disruptive technologies (seen as the greatest threat of all as they impact mind and behavior. This is, incidentally, a threat that I wrote about in previous Interludes as a source of self-harm today in Western society. In doing so, and perhaps due to the timing of his publishing that coincided with the Russian invasion of Ukraine, Ian Bremmer is not listing among major threats the large traditional wars, all the more within or close to the West, that belonged to a forgone era—before Putin’s Russia brought them back into the limelight. He does mention, however, this tragic example of a return to old times in an Addendum. Incidentally, Bremmer likes the number three, as shown with his 2015 “Superpower” opus, where he stresses the three choices America could make for its role in the world

While having identified the three threats, Ian Bremmer emphasizes the poor level of preparedness to fight them due to two key factors. One is the state of domestic politics in America where consensus has disappeared and he rightly calls (with a degree of irony) a state of “uncivil war” that weakens the still-sole-superpower’s ability today to manage key problems for itself and the world. It is for Bremmer the only nation able to project multi-faceted power into every region of the world, while being at war with itself through a lack of unity on essential socio-political themes. All worsened by hardened partisan politics, and a rise of extremism, vividly seen among elected officials since the Trump era. Bremmer also sees America as a nation of contradictions, with Texans at times struggling without electricity, while NASA is landing on Mars. He provides a sound review of what is wrong with America today, and how it goes against its own interests and that of the West—and to a great extent the world. The key domestic dysfunctional drivers, at times combined, would be according to Bremmer i) the widening wealth gap; ii) the veneration of the private sector, leading to the neglect of American workers, this enhanced by; iii) the importance of money in politics, and the dependence trap of elected officials given the expected returns on investment of donors (see with the NRA); iv) the discredited societally-dividing formal and social media; and v) the embedded structural racism still pervading society (this, I would humbly add, in spite of much visible progress in many walks of American public and private life). He could have added more starkly, mass-shootings and politicized Supreme court disconnections with American society. Ever the pragmatic one, Bremmer then comes up with solutions to fix the American dysfunctionality, many of which may seem hard to reach today—or any time soon.

The other factor is the gradually-rising “new cold war,” far worse than the first one, between the US and China—two powers that should be rationally inter-dependent in our globalized set-up, which could eventually hamper the world’s collective future. Bremmer actually sees it as a more guaranteed way to the MAD scenario (Mutually Assured Destruction) of old. As of 2017 in Davos, Xi Jinping made it clear that China’s time had come to change history, following his plans for China’s global supremacy in AI, quantum computing, robotics and other tech segments—an initiative led by the state, and thus communist party, (whatever the latter means today in relation to its roots)—all in a globalized, inter-dependent world. Nine months later, Xi switched his official message from being a member and co-reformer of the international system, to leading it in providing the “Chinese solution” to the world’s problems. China has since then wanted to expand its control of the South China Sea, controlled Hong Kong further, and pushed Taiwan to “rejoin” (when not demonstrating aggressive military strength when top US officials visit the island nation). Beijing became externally more assertive in creating the Asian Infrastructure Investment Bank that invests globally, and developed its (now struggling) Belt and Road Initiative further with more ports, roads and bridges—especially in Africa and Asia. All while Americans increasingly want the White House to focus on domestic problems, as gas price at the pump and inflation are rising today. As a key side-show, Covid-19 created more opportunities for Beijing to develop authoritarian solutions to control the disease, such as recently seen in Shanghai with its strange Zero-Covid policy, potentially and unexpectedly bearing the roots of key domestic middle-class dissent.

Bremmer’s G-Zero, a third issue of a permanent nature the world deals with, is rooted in a world once run by the G7 from 1975 to 2009. At that time of the global financial crisis the US, Britain, France, Germany, Italy, Japan and Canada, who shared political values, led the world economy. By 2005 other countries like China, India, South Korea, Brazil, Turkey, Indonesia and Mexico started rising to more preeminence and independence from the West. This led to the G20 that regrouped key players with different views on democracy and free market economics. They all worked during the financial crisis (as they did post-9-11) to defeat the common enemy, but did not agree on much afterwards—hence Bremmer’s quasi-humorous G-Zero as the world entered an era of “geopolitical recession” which is ongoing, if not worsening. The Trump presidency had a major role in making the US more inward-looking and less globally-focused, with doubts about key organizations like NATO or the withdrawals from trade agreements, climate accords and the World Trade Organization. This G-Zero geopolitical recession in turn emboldened populist leaders (Gideon Rachman’s “Strongmen”) who were focused on easy answers to complex issues with a narrow nationalist focus. Bremmer therefore argues that global crises should enhance global cooperation in their fight and de facto that we actually need them for the world to work “together” in spite of rivalries, and to reset a failing world governance. Bremmer sees the hard-won nuclear reductions of the past as having been much easier to reach collectively, than creating a new “global public health system”, managing climate change fallout, or dealing with the destructive aspects of disruptive new technologies. Global cooperation will be all the harder in wealthy countries, as the non-college educated struggle to be part of a secure middle class, while in poorer countries the many have-nots now have a clearer and frustrating view of those who are more fortunate at home and globally. And a return to an “America First” in 2024 with Trump or one of his copycats would kill global cooperation. Bremmer however favors cooperation between rivals, even enemies.

Bremmer stresses that the US dysfunctionality and confrontation with China hurt the world’s response to Covid-19, a type of virus which was not only predictable but was indeed predicted by George W. Bush (2005), Barack Obama (2014) or Bill Gates, who actively led his foundation to focus on this matter. Both the dysfunctional US and autocratic China harmed the global response to Covid-19, that grew from one Chinese death to one million infections globally in three months. China, in particular, initially tried to silence doctors who wanted to share information on the virus, or avoided smooth global cooperation on finding its origins. This in turn leading to a more authoritarian stance on Chinese activism, more control on Hong Kong, and stronger views on Taiwan. Bremmer goes through the few real successes in global cooperation, and the many failures to be learned from, as Covid-19 (still persisting even if in a milder form after two-and-a-half years) should be one of many such threats arising in the future. Investing and cooperating early are the two simple recipes that are hard to achieve in a cold war environment among the two world leaders (all the more today, in the new context resulting from the invasion of Ukraine and its multiple impacts). Successful efforts against future pandemics will demand investment, moral imagination and political will in the context of a “Global Covax” in a cooperative context, involving rivals that will stay politically different.

Climate change does not care about borders and political tribes. It threatens the collective future of humanity on a larger and longer scale than pandemics, while affecting countries at all levels. Such a mega-threat requires cooperation on climate policy among direct competitors facing a direct enemy (in a wink to that scenario, Bremmer tells us of Reagan, a sci-fi movie lover, asking Gorbachev the first time they met in 1985 whether the US and the Soviet Union would cooperate if the earth was attacked by someone from outer-space. The quick answer was yes, perhaps paving the way for another world). Climate change has created famines that played roles in unrests and civil wars that led to displacements of populations, leading to backlashes as seen in Europe in the mid-2010s, with consequences favoring unforeseen political developments like Brexit. The section on climate change provides a very useful way for readers to understand its stakes and how to fight it, again in a global cooperation mode. Bremmer proposes a “Green Marshall Plan,” taken from the original post-WWII American design that involved rebuilding Europe—not the US—and was only enabled due to the Soviet threat in Europe. The American population had not been keen on it initially, preferring focusing back on domestic matters after years of fighting in Europe and Asia. Bremmer’s “Green Marshall Plan” would involve multinational investment in renewable energy and green jobs, and a global agreement to help resettle people displaced by climate change.

Tech has been front and center of news in the West via Big Tech, as the US (and more so the EU) have tried to regulate it as it gradually became omnipresent and thus increasingly powerful. Tech, like Aesop’s tongue, has been the best and the worst of things. The threat of rapid and disruptive technology is not new, and was always there in history. It is just far more rapid and more disruptive than ever, even if not always unleashing bad outcomes for mankind—far from it. Covid-19 started a war nobody won, but tech and the makers of disruptive tech were among those benefitting from it. Covid-19 showed that tech, in spite of having a chaotic virus to deal with, enabled a better management of the crisis through a better monitoring of the virus evolution, a vaccine development and, crucially, efficient remote working. The rapid, and the biggest threat of all—according to Bremmer—is, however, very real and deep when looking at the impact, not all positive, of lethal autonomous drones, cyberwarfare, biotechnology, Artificial Intelligence or the algorithms that replace people with machines in the workplace. These technologies have been rapidly shifting the relationship of individuals between themselves and with institutions in the West, while China gradually controlled the internet at home. In stark contrast to the message of 20 years ago, that the internet revolution would empower individuals and spread democracy, the reliance from too many on tech-based social media, often hate dissemination conduits of fake news, conspiracy theories and tools of oppression and violence, has been heavily damaging societally. These new media pushing clear agendas have curtailed independent thinking from individuals primarily seeking confirmation of their opinions, and have been highly damaging behaviorally also (my take) when combined with what seems a parallel declining focus on the quality of basic formal educational standards in the West. Lastly, communications tech, even “neutral” in nature, gave more exposure of inequalities to the have-nots globally, giving rise to massive anger and social disruption with direct attacks on institutions and their leaders. This section also gives us a very useful exposure to the race between China and the US to dominate quantum computing, which is another source of conflict, even if it should lead to more cooperation. Bremmer stresses the need to work together and set up the right framework, and indeed entity, to deal with the key issues related to tech.

Bremmer uses a quote from French scientist Louis Pasteur summarizing what is needed going forward and why: “Chance favors the prepared mind” or as Napoleon said and I like: “To govern is to foresee.” This, of course, is a rather basic fact, though not easy to implement in the context of a conflictual world, both domestically and globally. While we live in times of extraordinary opportunities, built over the last 50 years, when billions have comforts and opportunities far beyond the reach of medieval kings, we also face rising catastrophes in a context where world leaders fail to work together on common threats. Bremmer advocates “practical cooperation” among democracies and dictatorships, rich and poor countries that share common aspirations like security, dignity and prosperity, and need to work together on managing global threats. Bremmer offers several paths forward (ideally combined) like a “Global Covax”, a “Green Marshall Plan” and a “World Data Organization” all with roots in the then post-1945 UN-driven “new world in the making,” and based on the concept of international cooperation. Bremmer is also keen on not only outsourcing human crisis management to the private sector and ensuring governments also directly help those less fortunate in their countries, with the likes of strengthened social safety nets and guaranteed basic income.

In his short Addendum at publishing time, Bremmer touches upon the Russian “imperial” invasion of Ukraine in the context of the three threats and feels that, in spite of tragedies on the battlefield, and harm globally due to sanctions, and food and energy shortages, it helped unify the West, without creating too strong a Russia-China axis—whatever tactical approach is taken by the latter. Bremmer even thinks that Xi might restrain Putin’s imperial efforts and globalization destroying features, as not being to the advantage of a China that still needs clear borders, a behaving neighbor, and even more so globalization. This new cold war is also not like the old one, as Russia does not have the clout of the Soviet Union globally, even if the nuclear factor saving it from military irrelevance, in case of a wider conflict, is real. Bremmer, admittedly optimistic, feels that this type of conflict from another age, while “complicating things” and disrupting a world with less efficiency and more impunity at play, should not substantially derail the collective ability to manage global responses to the three key global threats he focused on —assuming the right steps are taken. He may indeed be too optimistic.

While “The Power of Crisis” is focused on key issues, threats and solutions, it is also a book full of details and nuances as to what is happening today and why, as well as how the world could fix problems that a Book Note could not give credit for. “The Power of Crisis” is certainly a book looking forward with hope, that is worth reading and reflecting upon.

Warmest regards,

Serge