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1. Political Coalitions in Turkey in the Run-Up to the 2023 Elections

Author:
Aurélien Denizeau
Publication Date:
05-2023
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
The year 2023, already marked by a deadly double earthquake in the south-east of the country in February, is the year of the centenary of the Republic, but above all an election year for Turkey. The general elections (parliamentary and presidential) will take place on May 14 and are unanimously considered to be crucial for the political future of the country. The electoral campaign is polarized around two major coalitions: the People’s Alliance, led by the presidential AKP and the MHP, which supports the re-election of President Erdoğan; and the Nation Alliance, formed by the main Kemalist party CHP with five other parties, and supporting Kemal Kılıçdaroğlu as a presidential candidate. Two other coalitions are also present and could tip the election one way or the other: the Labor and Freedom Alliance, centered around the progressive and pro-Kurdish HDP, and the Ancestral Alliance, which supports the nationalist Sinan Oğan. While this political configuration may seem familiar to European observers – where cross-party coalitions are common, especially in parliamentary regimes – there are indications, such as the tensions between the İYİ Party and its partners in the Nation Alliance over support for Kılıçdaroğlu, that call into question the nature of these coalitions: are they motivated by ideological proximity, or are they merely tactical tools for gaining power? In particular, these coalitions seem to derive from the nature of the Turkish political regime and its evolution over the last decade, with an ultra-presidentialization of the system under the successive presidential terms of Recep Tayyip Erdoğan which has led all political actors to position themselves in relation to his personal power. As socio-economic conditions weaken the AKP’s electoral base, the prospects for this election seem more open than ever.
Topic:
Elections, Domestic Politics, Recep Tayyip Erdoğan, AKP, and Coalition
Political Geography:
Turkey and Middle East

2. The Strategic Repositioning of LNG: Implications for Key Trade Routes and Choke Points

Author:
Leslie Palti-Guzman and Marc-Antoine Eyl-Mazzega
Publication Date:
04-2023
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
2022 saw the climax so far of the weaponization of energy. Following its geopolitical demise, Russia has undertaken its own gas amputation, moving from a super energy power status to a diminished role with uncertain prospects and only hard options left. Russia has cut off almost entirely pipeline gas supplies to the European Union (EU), first inflicting huge financial pain and collecting record high revenues, but then simply losing out its largest and best market with no realistic alternative, and no prospect of any significant return. However, the Kremlin could still further reduce some of the remaining pipeline gas or liquefied natural gas (LNG) supplies and thus cause some tensions in the markets. Russia also retains leverage on oil markets, where the Kremlin managed to cope with the embargo as well as the price cap and maintain the relationship with Saudi Arabia which drives OPEC+ decisions. Meanwhile, in 2022, the European energy system has managed to surprisingly adapt on the supply and demand side to the three shocks: the decoupling from Russian energy supplies, the hydropower generation crisis, and the French nuclear electricity crisis. Liquefied natural gas has made a comeback in Europe and has been a savior of industries, governments, and populations. The LNG corridor between the EU and the United States (U.S.) has become the most dominant LNG trade route in 2022. This came at a huge cost though – EU’s gas import bill soared ten times from 2020 and three times from 2021 levels. For 2023, the European gas balance is much more fragile, as the demand reduction potential has reached its limits, same for the ability to attract additional non-Russian exports to Europe, at a time when missing Russian volumes will probably reach 120 billion cubic meters (bcm), instead of about 77 bcm in 2022. More moderate price levels since November 2022 have clearly overshadowed this fundamental mismatch, especially as the weather has been mild and China was still struggling with the pandemic. With an additional 30-40 bcm of missing Russian gas to offset in 2023 compared to 2022, Europeans can be expected to benefit from an extra gas of around 20-25 bcm left in storages thanks to mild weather and available LNG. They have no choice but to continue saving energy in a hurry, that is both on gas and electricity. Gas demand in power generation had increased in the first nine months of 2022 before falling in Q4 2022, and well over 15 bcm can be saved here in 2023 as more nuclear is available altogether, alongside more renewables, and some coal. It will be critical to reduce peak loads though. The key improvement is in terms of logistics, with the massive new LNG import capacity deployed across Europe. Overall, EU’s import situation will be very tensed and fragile for the next winter. The key challenge is that EU’s gas supply security ultimately depends on the weather in Europe, China’s and Japan’s LNG demand, and weather or technical outages in the Gulf of Mexico or in other producers. Any slight disruptions in supplies can have major impacts. As a last resort, bringing back some Groningen supplies, no matter how politically sensitive this would be, must be considered and prepared. Large financial compensations and effective governmental action would notably be required to offset the hardships.
Topic:
European Union, Gas, Exports, Trade, Energy, and Russia-Ukraine War
Political Geography:
Russia, China, and Europe

3. Russia’s Mining Strategy: Geopolitical Ambitions and Industrial Challenges

Author:
Florian Vidal
Publication Date:
04-2023
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
In addition to being a leading gas and oil power, Russia also possesses vast geological resources that place it among the world’s leading mining countries. Nevertheless, Russia’s largely privatized mining sector faces great and numerous restrictions relating to the obsolescence of its infrastructure, lack of investment and a shortage of qualified human resources in the industry, which may be further exacerbated by the war in Ukraine. To diversify its sources of revenue, whilst also obtaining new levers of geopolitical power, particularly in Africa, Moscow is seeking to revitalize this strategic industry. Russia may focus on several of its globally significant companies, particularly in the diamond, fertilizer and nickel sectors. It also plans to extend its mining activities by reinvesting in and modernizing historic sectors such as coal, or by developing new ones like lithium. In a context of growing global demand for critical metals and minerals in order to meet the challenge of the ecological and energy transition, what role can Russia play? Moscow intends to overcome the challenge of maintaining its economic and industrial autonomy in the face of the sanctions imposed by the West following its invasion of Ukraine in February 2022. The future of Russia’s mining industry may depend upon a reorientation away from its traditional Western markets and towards Asian countries, such as India, Malaysia, and Vietnam, which have decided to retain their economic ties with Russia. Will Russia’s mining policy bolster the implementation of the “pivot to Asia” that Moscow has talked of for several years?
Topic:
Natural Resources, Geopolitics, Diversification, Mining, Modernization, and Industry
Political Geography:
Russia and Eurasia

4. China/United States: Europe off Balance

Author:
Thomas Gomart and Marc Hecker
Publication Date:
04-2023
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
As French President Emmanuel Macron (accompanied by Ursula von der Leyen) is on a state visit to China, some twenty Ifri researchers decipher the stakes of the U.S./China/Europe strategic triangle. This 16-text study follows Olaf Scholz’s visit to Beijing (November 2022) and precedes that of Emmanuel Macron (April 2023). It comes especially one year after the beginning of a geopolitical and geoeconomic shock of a rare magnitude: the invasion of Ukraine by Russia. The War in Ukraine or the Return of Bloc Geopolitics? The war in Ukraine has broken ties between the European Union (EU) and Russia for the foreseeable future, particularly in the field of energy, though not without consequences in the Middle East, Africa, and the Indo-Pacific. Furthermore, this war has become the main show of active indirect confrontation between the United States—which has provided military support to Ukrainians, with help from its European allies—and China, which has supported Russia politically and economically. In February 2022, Moscow and Beijing declared their “no limits friendship”; in March 2023, Xi Jinping offered his personal support to Vladimir Putin after the International Criminal Court issued a warrant for his arrest. In its position on the political settlement of the Ukraine crisis, presented in February 2023, China stated: “All parties should oppose the pursuit of one’s own security at the cost of others’ security, prevent bloc confrontation, and work together for peace and stability on the Eurasian Continent”. China is no more of a mediator than the United States: it would be unrealistic to believe so. We appear to be witnessing a return of bloc geopolitics, albeit in a starkly different context than that of the Cold War (1947-1991). Globalization has produced strong economic and technological interdependencies that make any prospect of decoupling very costly, if not impossible. Economic partners are no longer necessarily military allies, and vice versa. In other words, a gap is opening up between geopolitical perceptions and geoeconomic realities. The term “decoupling” is popular in the United States, though much less so elsewhere. The rejection of bloc geopolitics is particularly acute outside of the West, where a “pragmatic” approach to foreign policy is often promoted. The Saudi foreign minister summed this up during the World Policy Conference in December 2022: “Polarization is the last thing we need right now. […] We need to build bridges, strengthen connections, and find areas of cooperation”. A few months later, China pulled off an extraordinary diplomatic coup by brokering a deal to restore relations between Riyadh and Tehran. For the EU, the situation is particularly delicate: Europe is in the Western camp, but a severing of ties with Beijing would cause a crushing economic blow. In 2022, China accounted for more than 20% of the EU’s imports, while the United States accounted for around 12%. By 2030, the EU’s GDP is expected to rise to $20.5 trillion, compared to $30.5 trillion for the United States and $33.7 trillion for China. In January 2023, the President of the European Commission declared at Davos: “We still need to work and trade with China, especially when it comes to this transition. So, we need to refocus our approach on de-risking, rather than decoupling”. For its part, Beijing has encouraged European aspirations of “strategic autonomy”, understood in China as a form of detachment from the United States. At the same time, the EU is constantly strengthening its military, technological, financial and energy ties with the U.S. This collective study notes a hypothetical search for balance on the part of the Europeans, faced with a war on their territory (the Western peninsula of the heartland), who cannot escape Sino-American mechanisms, and who do not form a monolithic whole. It also analyzes the strategy of several important actors outside our continent, and shows that, from Ukraine to Taiwan, via Africa and the Middle East, Europeans have little room for maneuver. This is why the study proposes recommendations to try, at a crucial moment, to reinforce their positioning.
Topic:
Foreign Policy, Climate Change, International Trade and Finance, Science and Technology, European Union, and Industry
Political Geography:
China, Europe, and United States of America

5. The Sino-Russian Partnership Assumptions, Myths and Realities

Author:
Bobo Lo
Publication Date:
03-2023
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
When Xi Jinping and Vladimir Putin announced a “no limits friendship” at their February 2022 summit, the message was that Beijing and Moscow had reached a new peak in relations. Yet Putin’s invasion of Ukraine has exposed the limits of Sino-Russian partnership and highlighted their sometimes diverging interests. Far from being an authoritarian alliance, this is a classic great power relationship centered in realpolitik. China and Russia are strategically autonomous actors, with fundamentally different attitudes toward international order. The Sino-Russian partnership remains resilient. Both sides recognize that it is too important to fail, especially given there are no viable alternatives to continuing cooperation. Nevertheless, the balance of power within the relationship is changing rapidly. Russia’s geopolitical and economic dependence on China is greater than ever. Although predictions of a clientelist relationship are premature, this widening inequality represents a major long-term source of weakness. The challenges Beijing and Moscow pose to Western interests are largely separate and should be addressed individually on their merits. Equally, it is naive to imagine that reaching out to either side could help loosen their strategic partnership. Western governments should focus instead on upping their own game—from revitalizing democracy and the rule of law at home to addressing universal threats such as climate change and food insecurity. Bobo Lo is an Associate Research Fellow with the Russia/NIS Center at Ifri. He is also a Non-Resident Fellow with the Lowy Institute, Sydney, Australia; and a Non-Resident Senior Fellow at the Center for European Policy Analysis (CEPA) in Washington, D.C. Previously, he was Head of the Russia and Eurasia Programme at Chatham House, and Deputy Head of Mission at the Australian Embassy in Moscow. Dr. Lo has written several books, including A Wary Embrace: What the China-Russia Relationship Means for the World (Penguin Australia, 2017); Russia and the New World Disorder (Brookings and Chatham House, 2015); and Axis of Convenience: Moscow, Beijing and the New Geopolitics (Brookings and Chatham House, 2008).
Topic:
Diplomacy, Bilateral Relations, Partnerships, and Russia-Ukraine War
Political Geography:
Russia, China, and Asia

6. The Technology Policies of Digital Middle Powers

Author:
Alice Pannier
Publication Date:
02-2023
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
Digital technology is an element of power in the international system as well as an area for competition among countries. Considering the economic weight and political voluntarism of the U.S., China, and the EU, those three poles of power have received a lot of attention when it comes to their technology policies. This study aims to shift our gaze toward countries outside of the trio. Digital middle powers are those countries that are caught in the middle of the power play in an emerging multipolar international system where digital technology is a determining factor of power. It also refers to countries with established or growing clout in digital technology, and which are regional leaders or global ones in certain sectors. The study provides a qualitative comparison of the technology policies of nine of the digital middle powers: Brazil, India, Israel, Japan, Kenya, Nigeria, Russia, South Korea, and the United Kingdom. It seeks to reflect the diversity of national technology policies, as well as to identify those countries’ convergences and divergences with Europe, the United States, and China. Each case study introduces national technology and digital innovation ecosystems, data policies, and the state of digital infrastructure. These elements serve to examine the strengths of the country’s private sector in technology, the government’s regulatory capacity, and the degree of digital development. The chapters then look at how the digital domain is embedded in the broader dynamics of their bilateral relations with the U.S., the EU, and China. A first conclusion is that digital middle powers can usefully be differentiated between rising digital powers and established ones. Established digital powers have well-developed ecosystems, regulations, and infrastructure, but they are all having to renew and re-focus their technology policies to remain relevant. By contrast, rising digital powers tend to have budding ecosystems in digital services and mobile applications, and large ongoing infrastructure development projects, albeit with limited or patchy regulatory capacity. When it comes to foreign relations, the study confirms well-identified trends whereby the EU’s influence occurs chiefly through the elaboration of norms; the U.S.’s via the strength of its digital services and private sector investment, as well as strong bilateral security ties; while China’s growing influence is underpinned by large infrastructure projects. All the countries studied are attempting to balance their relationships with U.S., China, and the EU. None, save for Russia, has outrightly “picked a side” and severed ties with one or two of the blocs.
Topic:
Science and Technology, Strategic Competition, 5G, and Middle Power
Political Geography:
Kenya, Russia, Japan, United Kingdom, India, Israel, South Korea, Brazil, and Nigeria

7. The Politics of New Cities: Diversification of Actors and Recentralization of State Power in the Case of Diamniadio

Author:
Sina Schlimmer
Publication Date:
01-2023
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
The construction of new cities on the African continent is in vogue. From multifunctional urban hubs to eco-districts, the images that accompany the announcement of these projects promote an African urban future based on modernity and technology. This trend for urban planning that claims to make a clean sweep of pre-existing approaches is not unique to African countries, whose governments are inspired in particular by North African and Asian models. However, the promotion of new cities in Africa is part of the lively debate that has been going on for several years on the rapid urbanization of the continent's countries. The creation of modern cities, organized and corresponding to the urban planning standards of international metropolises, is presented as a means of avoiding haphazard, chaotic urban development. This paper offers a critical analysis of the policy of new cities based on an empirical study of the new urban pole of Diamniadio (PUD) in Senegal. Two key arguments are put forward in this paper. First, the analysis deconstructs the ex nihilo character of these urban projects and emphasizes that they are part of public policy trajectories. Due to its geo-economic and strategic position, Diamniadio has been at the heart of the Dakar region's territorial planning policies since at least the end of the 1990s. Secondly, new towns are far from being neutral and technical urban planning instruments; rather, they are political devices that convey interests and stimulate power games. By delimiting the boundaries of the PUD, which is presented as President Macky Sall's political footprint, the central government regains certain administrative powers, particularly in terms of land planning and allocation. In addition, the PUD reflects competition from foreign actors, both public and private, and the growing importance of emerging actors such as Turkey.
Topic:
Infrastructure, Governance, State, Urban, and Cities
Political Geography:
Africa and Senegal

8. Europe and the Geopolitics of 5G Walking a Technological Tightrope

Author:
Julien Nocetti
Publication Date:
01-2022
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
The acute Sino-American tensions which started in 2018 have been coupled with controversies around 5G technology, exemplified by the spotlight placed on Chinese equipment manufacturer Huawei and the security risks associated with its use. For Europe, the 5G challenge at the international level is drawing a very complex landscape. Just like artificial intelligence, 5G materializes a very strong geopolitical sensitivity around the control of critical technologies. 5G is indeed critical because of its expected quasi-ubiquitous use, the gradual shift towards network technologies based entirely on software, and the potential strengthening of already dominant players (including digital platforms via cloud services). The United States-China rivalry is limiting the European Union’s room for action, against a backdrop of security considerations and low levels of investment. The continent’s various players (the European Commission, the main European powers, private players such as Nokia and Ericsson) have not adopted a uniform stance, reflecting an entanglement of technological dependencies on China and the United States. Meanwhile, the issue of semiconductors, symbolizing both the technological decline and the renewal of the EU’s ambitions, is fully integrated into the development of 5G. These chips constitute the "muscle" of the system and trigger new geo-economic challenges in which Europe must still find its place.
Topic:
European Union, Internet, 5G, Telecommunications, and Digital Sovereignty
Political Geography:
China, Europe, Asia, North America, and United States of America

9. Rewinding the Clock? US-Russia Relations in the Biden Era

Author:
Bobo Lo
Publication Date:
02-2022
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
The escalating crisis in Ukraine in the winter of 2021-2022 has returned US-Russia relations to center stage. Faced with the prospect of a new Russian military intervention, US President Joe Biden has re-engaged with Vladimir Putin in a manner reminiscent of the diplomacy of the superpower era. But this latest American attempt at accommodation raises more questions than answers. In the intervening three decades the world has changed out of all recognition, the international influence of the US-Russia relationship is much diminished, and their cooperation has sunk to historic lows. Can Washington and Moscow defy gravity and achieve some level of pragmatic engagement? There is good reason for skepticism. Neither side is truly invested in cooperation, but instrumentalizes it to other purposes. The Biden administration hopes to neutralize Russia in order to focus on the all-encompassing challenge of China. The Kremlin looks to undermine American influence as part of its project of promoting Russia as an independent global power. These goals are essentially irreconcilable. Looking ahead, the real question is not whether the United States and Russia can recalibrate their relationship to new “normal”, but whether they can avoid confrontation in an increasingly fluid and disorderly world.
Topic:
Diplomacy, Bilateral Relations, Military Intervention, Vladimir Putin, and Joe Biden
Political Geography:
Russia, Eurasia, North America, and United States of America

10. French Engagement in the Western Balkans: Boosting Strategic, Political, Economic, and Societal Cooperation

Author:
Florent Marciacq and Romain Le Quiniou
Publication Date:
02-2022
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
After years of lower interest, France has signaled its ambition to re-engage in the Western Balkans. It is not starting from scratch. Historical affinities with the countries of the region abound, in culture, sciences, politics, and economy. But shifting priorities in the past decades have eroded French presence in the region. To regain a foothold in this important part of Europe, France has taken a series of initiatives aimed at boosting its engagement. In 2016, it hosted the Berlin Process summit; in 2017, it launched with Germany an initiative to coordinate the drive against firearms trafficking in the Western Balkans; in 2018, it expanded the intervention mandate of the French Development Agency (AFD) to all Western Balkans countries and adopted a national Strategy for the Western Balkans; in 2020, after a two-year stalemate, it withdrew its reservations against the opening of accession negotiations with Albania and North Macedonia, while sketching the contours of the revised enlargement methodology. Drawing from a series of consultations in the region and structured cooperation with partner think-tanks, this policy paper is conceived as an independent, expert contribution to French efforts at re-engaging with the Western Balkans. It explores perceptions of French re-engagement in the region and reflects the potential of the 2019 Strategy for the Western Balkans in light of the forthcoming French Presidency of the European Council and in the context of the grands débats on the future of Europe.
Topic:
Foreign Policy, International Cooperation, Regional Cooperation, Multilateralism, and Engagement
Political Geography:
Europe, France, and Balkans