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“Assad – The Triumph of Tyranny” (Con Coughlin)

22-9-23

Dear Partners in Thought,

After nineteen months of the Ukraine invasion and many pieces on the tragic subject, I decided to focus briefly on another matter carrying its share of upheaval, by writing about Bashar al-Assad. Here is a man who led an improbable life from potential Western-like leader, if only in appearance, to civil war maker and despot. Con Coughlin, a veteran war correspondent since the Beirut of the early 1980s, wrote “Assad – The Triumph of Tyranny”, an eye-opening book on a man of benign appearance behind one of the greatest and bloodiest tragedies of the 21st century. I have to admit that my knowledge of the Middle East as a child living in Paris in the 1960s and 1970s was limited to “Exodus” with Paul Newman and “Lawrence of Arabia” with Peter O’Toole until the Yom Kippur War suddenly changed that for me into a darker story – all while knowing on the surface, that the region was not a symbol of stability, since the state of Israel had been recreated also to assuage the sins of the Nazi German era. The book about Bashar al-Assad is full of many stories and provides a flood of angles reflecting the complexities of the Middle East. It also sheds some light on a man that we all saw but few knew well. As such, this Book Note will be longer than usual, so as to capture all the key events of the Bashar al-Assad saga.

We all remember Bashar as a nice and mild-mannered individual carrying hopes of modernity. Often with his charming wife Asma (once known by Vogue as “the rose of the desert”), they created a stylish and sympathetic couple in the early 2000s, after he took the leadership of Syria. The impactful couple, boosted by a very photogenic Asma, could have been a strategic tool for Syrian image re-engineering. Asma was a London-born Syrian, part of the refined Sunni elite (quite remote from the Assads’ rough Alawite crowds) and a JP Morgan investment banker. (On a funny side note, Asma, a very bright young lady, forewent Harvard Business School to elope with Bashar, after they had met when he was training as a compulsorily low-profile ophthalmologist in London, studying hard and quietly listening to Phil Collins and Whiney Houston in his flat). French President Jacques Chirac found him to be a nice leadership style-change for the region, and the former French League of Nations protectorate. Queen Elizabeth and the Syrian couple posed together for nice pictures stressing the normalcy of the new Syria, after the often-hard regime of Hafez al-Assad, Bashar’s father. The future would destroy all of this genuine feel-good factor following tragic events in Lebanon post-Iraq invasion, the Arab Spring and the dreadful civil war that ensued—even if Arab states now seem to wish to reintegrate Bashar into the community of regional nations in mid-2023, and as the Middle East is also changing with Saudi Arabia working on a new regional and global role at many levels including sports. Coughlin’s book is a fascinating and often too-horrific story that deserves much reflection.   

Bashar was not destined to be a leader of Syria. He was not the eldest son or even eldest child of Hafez, and had no interest in politics. He indeed studied in London and became an ophthalmologist, something few realise today. The al-Assad family (Assad meaning “lion” and actually not the original family name in the Alawite region) was not destined to lead either, and came from a humble background. But times changed and a new version of Arab “socialism” helped the family seize power gradually from 1963 and fully in 1971. Then as often is the case with strong regimes or monarchies, Hafez’s brother thought he should lead the country instead of Hafez, but was finally exiled (although not shot, due to the intermediation of their mother). When Hafez became gradually ill and thought of succession in the 1990s, his first son, Bassel, who had the characteristics of a strong if not tough leader in the making, died at 31 in a car crash. Hafez’s daughter, Bushra, thought she could lead the country at 41 and was indeed equipped with many of the requisite features. But it was many years before “Me Too”, all the more in an Arab Muslim country, so she was discarded by her father and his senior team. Bashar then became the one left in the shop, with many arguing whether a medical doctor, probably too westernised and with a such a benign appearance, could become the successor of strongman Hafez. But then Bashar was the only Assad with the right seniority left, and when his father died in 2000, the debate was quickly and forcefully closed by him and he became the leader of Syria.    

Syria, since the advent of Hafez, was a country not led by religion and a monarchy as often seen in the Middle East, but by the socialist Baathist party—even if ten families around Hafez controlled the wealth of the country. A phenomenon often seen and lived with in what the West used to call “developing nations” the world over (see the 56-year Bongo dynasty in now coup-ridden Africa). Benign kleptocracy was at work, with all the slogans that the regime naturally worked for the people. Bashar ensured that the succession plans went well, even hiding the death of his father from his mother and family the day it happened, so he could prepare his next steps. While he was seen as a benign and even game-changing moderate when he “took over”, he had made sure he cleaned up the military and security services of dissenters. And he warned others with the wrong aspirations, like Rifaat, Hafez’s brother and perennial would be leader, that he was the one in charge.                          

The book stresses how Hafez’s Syria was not a friend of the West, and preferred to side with the Soviet Union during the Cold War on many issues, as well as post-Shah Iran. Notably when the latter, through its sponsored Hezbollah, sought to exert some control over Lebanon, a neighbour it also saw as its own. Syria’s opposition to Israel, a strong historical US ally in the region, also made the Moscow-Damascus link natural, even if so many Russians (admittedly not Soviet-supporting), emigrated to Israel. On a funny note and a regional scale prelude to how many nations today do not always side with the US or China, preferring to follow an opportunistic approach (like India liking Russian oil, but also getting closer to the West on grand strategic matters due to China), Syria backed the West in the 1990 Gulf War. It never liked its Baathist neighbour Saddam Hussein, while funding and supporting Iranian-led disruption in Lebanon and the region. In the last years of Hafez, Bashar had been in charge of the “Lebanon brief” for Damascus, and had facilitated Iran’s direct and indirect involvement in Lebanese affairs. This included supporting terrorist organisations and their leaders like then well-known Abu Nidal, not to mention Carlos “the jackal” (who liked the Damascus haven) and Islamic Jihad founder Mughniyeh, the man behind many bombings of US and French military barracks in Lebanon in the early 1980s.  When he took over the leadership of Syria in 2000, it seemed that Bashar tried initially to be a man of change (more economically than politically) and was perhaps conflicted by projecting the image of a modernised leader with a Western suited-look, while gradually following the steps of his father. More than likely helped by the not so enlightened Baathist old guard. Most observers would agree that it took one year for Bashar to adopt the old Assad style of power management, thus killing any hopes for a long Damascus Spring. Bashar clearly condemned 9-11 and provided intelligence to the CIA, to the delight of its Director George Tenet. All the while the Pentagon still saw him and Syria as part of the “Axis of Evil” and state sponsors of terrorism like Iran. Even the Blair administration tried very hard to get Syria to change its tack, going as far as for the “glamorous Bashar-Asma couple” to meet with the Queen in 2002 (apparently no trace of the visit can be found in the Buckingham Palace registry). As the 2000s unfolded, Bashar showed signs of not knowing where he wanted to stand, being very foreign affairs progressive on one-on-ones with Blair in Damascus, while attacking Israel publicly with a startled British leader at his side the same day. Or being very open with John Paul II, and then blasting Israel publicly during the same visit for having killed Jesus.  Bashar initially got closer to the Iranians in order to move away from Russia (who would come back in a decisive way during the Civil War, led by the now disgraced, Prigozhin-friendly General Surovikin) and surprisingly get better weaponry and communication systems from Tehran (on a side note, the fact that Moscow goes to Pyongyang today to get ammunitions it is lacking so much for its ill-fated Ukraine invasion, is also telling).    

The first major step in Bashar’s new direction, even if it was not clear or public at the time (nor that it was ever admitted), was the assassination of former Lebanese PM Rafik Hariri in 2004, when a suicide bomber threw himself and two tons of explosives (more than what was used at Oklahoma City in 1995) into the politician’s car and his convoy of bodyguards. It turned out that investigations (including from the UN) pointed to Bashar’s brother and other family members being the culprits, even if Damascus always denied the facts. The roots of the assassination (and Bashar’s gradual anti-Western stance) were to be found in Hariri wanting truer independence for Lebanon, while Bashar wanted Syria to stay in the country as it had since 1976 in a controlling mode during the civil war, and make sure Lebanon would be part of Greater Syria as it should always have been historically. Bashar’s move may have also been helped by George W. Bush’s decisions to back a truly independent Lebanon and sanction Syria in 2003 while DoD Secretary Donald Rumsfeld was pushing for regime change and keeping Syria as a member of the “Axis of Evil” together with Iran. As a result, Bashar would wish to get closer to Iran and Hamas and take part in making the invasion of Iraq a failure for America, while helping to send Islamic fighters to Iraq to fight Western troops. At the same time even France, not an Iraq war supporter, was now backing the US in wanting Syria out of Lebanon, which stressed a different approach than the one taken by Chirac in 2000 when hopes were high for a new Middle East due to a perceived game-changing Bashar. In 2005, a few months after Hariri’s murder, and as Lebanon had become ungovernable, Syria and its 14,000 troops and intelligence officers left Lebanon after 29 years of “occupation” or “presence”, as Bashar could no longer manage it, and the anti-Syrian political blocks were about to win the elections; pro-Syrian politicians, like the Maronite Christian President Emile Lahoud, were to be gradually removed from office. Even allies and indeed funders like Saudi Arabia, became dismayed by Bashar’s perceived role in Harari’s assassination. Arab diplomats visiting an ally in Damascus also became concerned about Bashar’s erratic behaviour. Even his vice president, Halim Khaddam, a member of the Baathist old guard, decided to resign, while criticising the blunders of the leadership in Lebanon – and flying to Paris to avoid retribution, while becoming a voice for the opposition to Bashar, a dangerous role in itself even from afar. As he was reaching a low ebb, and questions about his political survival were raised, Bashar strengthened his ties with Iran and Hezbollah in a defensive move and further alienated the West, and even Damascus’s allies in the region. Damascus began a clearing house for Jihadi fighters traveling to Iraq, making Syria the clear enemy of the West and a dangerous, if not unstable, player for the region and its leaders. Only the very intense three-week summer 2006 fight between a Syrian ammunition and equipment-supported Hezbollah and an attacking Israel helped Assad to benefit from Hezbollah not losing (even if no side won) and him not to be the main focus of the region, while he gradually recovered from the setback of the Hariri assassination. Boosted by this rise in popularity, that he doubtless played on, he was “re-elected” for a second presidential term with 99% of the votes, in ways that were expected but without any local troubles. The end of the Iraq war would still see Western powers trying to get Bashar to stop his involvement in Iraq (which he eventually did, at least on the previously known scale) and stopping his support of Hezbollah and Hamas (which he did not, perhaps (or not) pressed by the old Baathist guard, his intelligence agencies, and the key strategic link to Iran). Syria was trying to play a leading regional and international role in hosting the Arab League Summit in 2008, while Sarkozy invited Bashar to the 2008 Bastille Day parade, a feat seen with Macron inviting Modi for the same key French celebration in 2023, also driven by clear foreign policy goals. While he still was strongly opposed to Israel also in very practical ways, Bashar wanted to get Syria supporting the never ending Arab-Israeli peace talks as if living in a parallel world of a country.

At the personal level a benign-looking and seemingly happily-married Bashar was also known as a party goer, heavy drinker and womaniser, even having had a regular German mistress according to clear evidence from Western intelligence. His personal life, like his political stances, appeared very conflicted, all the more given the projected image of a glamorous couple with three young children. His family affairs were not too happy either, with his decision to exile his Hariri-friendly brother in law (once shot by one of his brothers in a brawl), head of military intelligence, and putting aside his sister, once a “could have been” leader of Syria, who had remained too vocal in her aspirations. It nevertheless looked like a big public relations campaign was underway when American Vogue focused on Asma in February 2011 with its “Rose of the Desert” issue, and Damascus was trying hard to manage conflictual geostrategic positions while getting more accepted in the Western world.

At the same time, the Obama administration—in a hopeful gambit—was trying to adopt a more pragmatic approach to Bashar and Syria than his predecessor. And then the Arab Spring erupted following a street vendor setting fire to himself in Tunis in December 2011, as he could no longer stand police harassment. Protests and riots started all over the Arab world, across monarchies and secular countries. Leaders of Tunisia, Egypt and Libya would fall, at times paying the ultimate price, while Saudi Arabia and Jordan weathered the storm. Syria’s descent into chaos started with misbehaving children suffering very seriously at the hands of the local police led by Bashar’s cousin Najib in Deraa, which led to mass protests all across the country in a local replica of the Arab Spring. Bashar, who blamed the Muslim Brotherhood, seemed initially hesitant in how to deal with the unrest, likely due to the new image he was trying to project, but went for usual and tested force (while keeping for himself USD 200m that Saudi Arabia had just given to help him mend fences in Deraa through the funding of community projects). His youngest brother, Maher, also known for his heavy drinking and womanizing, was put in charge of the repressions of the protests. The first international victim of the repressions was the Vogue article that disappeared from the magazine’s website. While what was left of the Syrian opposition hoped that protests might have led Bashar to start implementing his old Damascus Spring reforms, he went to the Syrian Parliament to denounce a conspiracy to destabilise the Syrian government, stressing under the standing ovation of state-appointed delegates that Syria would not be Iraq.        

The Syrian civil war, which we all remember unfolding, was deemed by Con Coughlin to be worst war he experienced in forty years of reporting since Beirut in the early eighties. It started with the Arab Spring protests that mutated into a war at home. The difference with other Arab Spring war-like developments, like in Libya, was that chemical weapons were used to defend the regime, likely since December 2012 in Homs, this without clear evidence in spite of suspicions from the international communities and various NGOs. Of historical note, Syria in the 1980s had the third largest chemical weapons stockpile in the world after the US and the Soviet Union. Iran had then contributed in the Bashar years to Syria’s ability to keep using such weapons.  In August 2013 various parts of Ghouta, a suburb of Damascus, were massively attacked by chemical weapons which, while the strike was always officially denied by the regime, reflected Bashar’s determination to defeat the rebel forces and his gambling drive in extreme circumstances. The attack was launched as a UN inspection team was in the Damascus Four Seasons hotel to investigate such matters under challenging terms and conditions, so as to seed the fact that they could only be the result of rebel actions even if Ghouta itself, under siege for six months, was an opposition stronghold. Chemical weapons had been Obama’s red line which if crossed would lead to US military intervention of an Iraq war nature ten years before. However, Obama did not want to experience an Iraq 2.0 in Syria, nor follow the Franco-British approach that overthrew Gaddafi in Libya in 2011, even if he made clear in December 2011 that Bashar should step aside for the sake of the Syrian people. The UN officially designated the conflict in Syria as a civil war in June 2012, while Obama would forget his chemical weapons red line – at a personal political cost, even if many at home did not want another far away war – while sanctioning Bashar and his brother Maher and funding pro-Western rebel groups. Chemical weapons were one terrible feature of the overtly new Bashar Syrian management style – intelligence was another.

By 2011, the Mukahbarat, the leading domestic intelligence agency and all other security organisations comprising up to 70,000 agents became coordinated under the CCMC or Central Crisis Management Cell that had been created in March of that year, days after the initial Deraa uprising. Most security officials were Alawites as they could be trusted to preserve the Assad regime, and controlled one third of the USD 9bn annual defence budget. At this time, there was one intelligence officer for every 240 Syrian nationals. At some point the regime also turned to irregular militias or “shabiha”, usually from poor Alawite extraction and in the drug trade or racket business, to control the unrest through industrial murder, rape and torture. This very powerful security and repression apparatus was completed by the Baathist Party, set up to control the country, while its local leaders were known to enrich themselves, as seen in many developing countries the world over, via endemic corruption (and knowing that 30% of Syrians were living below the poverty line while 11% were below subsistence levels while the leadership was seen at the opening of the new Opera House in Damascus to cater to the needs of the ruling elite). Bashar would not get involved in details of the repression, but was aware of them and giving a clear freedom of action to his security services to act as they saw fit irrespective of the horrors that would ensue, like with barrel bombs and the targeting of hospitals.      

The West was not the only party asking for Syrian reform, as Turkey and Saudi Arabia started to request it, fearing a meltdown of Syria. This prompted Bashar to speak about reforms of many institutions, including the constitution, but keeping the repression which only fostered the civil war. The repression involved death, torture and rape of men, women and children by the Syrian security services to break the opposition, which it only strengthened. Bashar kept arguing that Jihadists and foreign powers wanting to topple his government were responsible for the unrest, insisting it was not another wave of the Arab Spring. He went as far as freeing many Jihadists, only to point to them later, and not the actual secular opposition, as the enemy in order to justify, if not rationalise, the hard repression. At some point, this new turn became more real than Damascus wanted, as Jihadist fighters left Iraq to fight in Syria in an internationalisation of the local conflict. And then these fighters became funded by Turkey, Qatar and even Saudi Arabia as Jabhat al-Nusra, a local al-Qaeda franchise, was created and al-Qaeda chief al-Zawahiri declared a jihad against the regime, leading to Islamist fighters from the whole region including Libyans and Chechens to come to Syria. The internationalisation of the conflict came at a point when a US-Russia initiative would eventually make Damascus agree to destroy its chemical weapons arsenal. Obama, using Putin’s initiative as likely excuse, would step away from a direct US involvement to remove Bashar, even if many US foreign policy pundits stressed the opposite (as would Britain, as the Commons did not back PM Cameron who would have joined Obama). The US non-involvement made Russia and Iran de facto the only foreign powers involved, this on the side of Bashar in dealing with Sunni Islamist fighters in what was an unexpected salvation. The civil war – and war it had become – saw Damascus losing gradually against the secular and Islamist opposition forces, this prompting Iran and especially Russia now to take a step Obama had not been able to take – direct intervention on the side of Damascus – all the more given the American void and the rise of a new Sunni Islamist group known as Daesh. Russia had been an ally of Syria since the Soviet days, and was the main provider of military equipment to Damascus, also enjoying two bases in Syria. Putin, however, did not seem to be keen on getting involved directly in the conflict, seeing Syria as a side show even if Russia kept vetoing UN resolutions against Syria and was badly in need of an influence-booster globally, but also in the Middle East.   

At some point, the war involved up to 150,000 opposition fighters, 80% coming from 100 countries on the secular and mostly Jihadist side, while the Syrian forces, initially 200,000 strong were down to 50,000 (always comprising Sunni conscripts led by Alawite commanders) due to casualties and increasingly mass desertions. It was estimated that 1,000 opposition groups were fighting the Assad regime, some very small and local. The Assad regime was losing and was about to go away. By 2015, there was an assumption that the Assad regime could not survive while the West, that wanted Bashar out, was concerned about who would replace him, a Jihadist takeover not being seen as a viable option in what was increasingly viewed as a lose-lose game. In what could be seen as a bad joke given the Prigozhin story years later, Belarus was deemed to be a viable relocation option for Bashar and his family. While the tide was not good for Bashar, his mother Anisa would have reprimanded him, stressing that if his father and older brother had been around, this defeatist scenario would never have happened. All while Asma would seem to live in another parallel world, focused on design and artistic projects, and trying to defend her husband with her lady friends part of the leading families ruling the Middle East.    

Iran had been the reason why Bashar could cling to power as the war was not going his way. Iran’s conservative Islam was at odds with a secular Baathist ideology (even if only power really mattered), but it took a wider view of the conflict and its opposition to Saudi Arabia and other countries in the region. Iran was not enough for Syria to prevail, which drove Qds Forces Commander Soleimani (who would meet his death in January 2020 with a US drone strike in Baghdad) to convince Russia’s Putin to get involved to stop the debacle that might also hurt Russian interests and see them lose two bases in which they had heavily invested. A Russian-Iranian cooperation pact was signed in July 2015. Putin’s masterstroke was to go to the UN after ten years of absence and announce Russia would be ready to lead the fight against international terrorists in Syria, very much stressing Daesh at the main target (on a quasi-funny note, there had been some 2,400 Russians identified as Daesh members but to be fair the terrorist organisation also included British Jihadists known as “The Beatles” due to their strong Liverpudlian accents).

When the first Russian bombings started, the targets turned out to be US-backed rebel forces. While Russia wanted to support a vital strategic ally, even if Putin held the Syrian leader in low esteem, its key motivation was also to challenge the West in what few saw as a proxy war. All of this only a few months before Russia went into Crimea, thus helping to refocus Western minds about what Russia really was about, and which Putin stressed again following his February 2022 invasion of Ukraine. It should be stated that the US national security apparatus was not all enamoured by Obama’s cautious approach, since the red line had been crossed and nothing happened, even if his approach was also motivated by the instability seen in Iraq again with Daesh – the likes of Secretary of State Hilary Clinton and new CIA David Petraeus wanted some direct intervention on the side of the “secular” opposition. But the problem was that Syrian anti-aircraft defences were Russian-made, and also operated, which the new direct Russian officially anti-terror groups involvement was making impossible to consider lest WW3 was possibly an option.    

As Coughlin aptly notes, Russian military’s preferred tactic is to apply brute force to achieve its objectives, irrespective of destruction and misery it may cause (including on its own). 4,000 artillery shells were fired per day at the city of Grozny during the Chechen war. Georgia in 2008 had also been a case of military ineptitude, which would be found again 15 years later in Ukraine. As Russia was increasingly looking at a direct intervention, the Libyan conflict, that had seen a mainly Franco-British operation successfully ejecting Gaddafi, was reviewed by Moscow as it essentially involved support to local militias that carried out the operations, a model William Hague had stressed as “the paradigm for future military interventions to remove rogue regimes”. Russia was very wary of committing ground forces, preferring to follow the Libyan business model, which led to the Gerasimov Doctrine of hybrid warfare. Thus Crimea became the test in 2014, when “little green men” did the initial job, allowing Putin to deny anything until Russia was effectively in control of the peninsula. Crimea, and the lack of Western response, doubtless bolstered Russia’s confidence in going into Syria in the Autumn of 2015, even if 3,000 miles away. Russia would lead a massive air campaign against both the secular and Daesh forces led by now well known if removed General Sergei Surovikin, assisted by the Wagner mercenary group which built its reputation in Syria before venturing into Africa. In a novel development, Russia and its leading officers were also financially rewarded for their support of Bashar in a model adopted later by Wagner Group’s Prigozhin and his various mines in the African Sahel.

While Russia was effectively a war gamechanger, and as Bashar was nominally in charge of Syria, he was no longer leading the war (even if he never was in practical terms and as Iran’s Qds Commander Soleimani had done it before). Russia decided every aspect of the war, making him likely feel he could be replaced if unhappy. Bashar maintained the appearance of being in control of the war for internal purposes, and kept to his state of denial about any atrocity committed in the name of his regime, even during BBC and CBS interviews in the midst of the onslaught. He increasingly stressed to the West that it was better for them that he kept leading Syria than Daesh as the nature of the war had changed its key dynamics. He even kept stressing that diplomacy was the best option, even inviting a French delegation to review what sensible settlement of the war could be achieved. The war was a complex military and foreign policy matter as allies were not liking each other, and foes were also not clear. Turkey supported both the secular opposition and Islamist terror groups, while the latter like Daesh would attack the former alongside Russia which it also fought against. The war had taken a turn in becoming an extension of the now old “war on terror” more than one focused on the current Syrian regime. The West wanted regime change in Damascus but did not want to be helping Daesh. This situation helped Russia (and Iran) take the lead out of a lack of clear Western commitment (based on rational reasons), which eventually led to Bashar staying in power against all odds when Racca, the Syrian capital of Daesh, was taken in October 2017 marking the real end of a conflict that would go on in various small locations for months to come. Bashar’s main challenge to his rule had been destroyed, and he thought he had won, even if in a pyrrhic mode, actually not making much mention of Russian and Iranian assistance.  Perhaps the only real winners in this conflict were Russia and Iran.  But did the Kremlin use that experience in the best of ways when looking at what came next?         

The Syrian tragedy deserves many studies, on too many awful topics, as there are so many questions left. The philosopher in each of us could ask whether “Bashar created the tragedy” or “the tragedy created Bashar” but it is far beyond the point today. How can Syria come back in the world of nations – even if the old-fashioned Western term may seem obsolete? (The same could be asked about Russia of course.) How can half a million dead be forgotten? How can 13 million displaced Syrians, nearly 60% of its 2012 population, many having unwittingly created immigration and refugee havoc in Europe since the mid-2010s, be humanly but also realistically dealt with? (the UN officially stated in August that there were 40 million asylum seekers in the world today, Syrians likely taking first place.) Will Assad be ever forgiven, even on tactical grounds, for what we know, this even as he shows some caution in dealing with the Druze these days? Will his re-joining the Arab community, as seen with the “practical” welcoming back from the Arab League in mid-2023 after 12 years of being shunned, be a sign of things to come? How will Israel, Qatar or even Egypt and Jordan react, not to mention the investment community? There are many questions around Assad, but the region seems to be also on another path with a different Israel, led by a Netanyahu captive of his never seen before coalition. Or, come to that, a Saudi Arabia and an Iran finally being on talking terms, thanks to a more foreign policy assertive Beijing, primarily focused on its world leadership rise and its features, all the more at a time of serious economic and demographic problems at home. It is clear that Saudi Arabia, now a BRICS member (with the UAE and fragile Egypt), and the Gulf states, redefining their economic and existential roots, are taking a more proactive leadership role in the region that would go beyond leading world golf and football for one, and luxury havens for the others. A visionary Saudi MBS stated a few years ago that the Middle East was the new Europe, even if the dream proved to be hard on the economic and political front recently, as seen with protests in Algeria, Iran, Iraq, Jordan, Lebanon and the deepening civil war in Sudan. 

One of the major Syrian issues we can see today for the region (and thus the world) is the Damascus regime having become a major exporter of drugs, its slow path in taking back refugees, and the Iranian-backed militias running around the country. While the UAE was a leading promoter of Syrian rehabilitation, other countries like anti-Bashar Qatar or US-following Kuwait were not keen, while Egypt and Jordan had strong question marks. Saudi Arabia changed its mood in the context of its own leadership rationale, lesser tensions with nemesis Iran and wanting the region more stable, taking the February 2023 earthquake as an opportunity to also change its tune and restart a dialogue with Bashar.

These developments have been indirectly a victory for both the Russian-Iran team and war as a viable option given that it secured Bashar’s regime. Russia also hopes that the Arab League’s rehabilitation will allow it to keep its gains while not focusing as much on Syria going forward, given its other main focus. While the US has reduced its military presence in the Middle East since Obama, the West seems to keep sanctioning Syria, but is too busy today with Ukraine to really care about a regional rehabilitation or trying to stop it. As for Syria itself, Bashar who stands “for Arab identity against Western hegemony” (his speech in Riyadh last May) does not seem apologetic for anything, and would even seek apologies from those in the region who opposed him, while likely using the drug trade as leverage in discussions with its neighbours and their deep concerns about its impact on their own countries. All in all, Bashar has not changed and has benefitted from a complex, and at times strange, geopolitical chessboard to keep ruling Syria, even if at times in vacillating ways. And today some Western analysts see Syria potentially as the last and odd addition to the new anti-Western axis in the making, though not yet very firm, comprising Russia/Belarus, China, North Korea and Iran.         

Coughlin’s book is very useful to remember Bashar’s journey and better understand the many features that led to the Syrian tragedy, even if it is full of facts and at times going back and forth with events, making the chronology harder to grasp, especially in the last twelve years. A thorough reading is required, all the more for those not being Middle East old hands, as events, especially during the civil war were plentiful. The story of Bashar and his family could have been one crafted by Shakespeare, and reminds us that freedom and democracy are rare features in today’s world, and that they are worth actively defending and strengthening, unless we all end up becoming residents of Ghouta.    

Warmest regards,

Serge

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