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21. The Wagner Group’s Expanding Global Footprint

Author:
Raphael Parens, Colin P. Clarke, Christopher Faulkner, and Kendal Wolf
Publication Date:
04-2023
Content Type:
Special Report
Institution:
Foreign Policy Research Institute
Abstract:
1. The sanctions discussion needs to be expanded, as such designations should aim to shame Wagner’s state partners. 2. Sanctions lists should expand to include actors in third-party countries, such as Broker Expert LLC, a Russian-owned company widely reported to be shipping heavy machinery to support Wagner Group forestry activities in CAR, and First Industrial Company, a business owned by Wagner operator Dimitri Sytyi which concocts cheap “Russian” alcohol in Cameroon and sells it in CAR. 3. Perhaps one of the more important lessons for countering Wagner and other Russian PMCs is the importance of multilateralism. 4. NATO must also continue to consider proactive tools to counter Russian and other PMCs. 5. NATO should work to amplify efforts to push the adoption of the 2008 Montreux Document—an international agreement designed to reaffirm the legal obligations of states where PMCs originate and for those who hire them. 6. The Wagner Group and other Russian PMCs require consideration within a larger great power discussion, particularly as Russia’s invasion of Ukraine has firmly aligned Europe and the US against Russia. 7. US senior leaders should demonstrate a greater diplomatic commitment to African allies and put pressure on other African leaders considering, or currently contracting, the Wagner Group and other Russian PMC operations. 8. International bodies such as the African Union, ECOWAS, and the East African Community (EAC) should reevaluate their approaches to peacekeeping and instability. 9. Exploiting the friction between Wagner’s financier and the MoD should also be considered a worthwhile policy option. 10. Last, NATO members must formalize methods of blocking contact with the Wagner Group through their international activities.
Topic:
NATO, Sanctions, Wagner Group, and Russia-Ukraine War
Political Geography:
Russia, Europe, and Ukraine

22. Russia’s Military Industry Forecast 2023-2025

Author:
Pavel Luzin
Publication Date:
04-2023
Content Type:
Special Report
Institution:
Foreign Policy Research Institute
Abstract:
After the start of Russia’s aggression against Ukraine on February 24, 2022, the arms expenditures and military budget of Russia skyrocketed and continue to grow for the foreseeable future. However, the military industry is under threat Despite the additional massive financial inflow. The military industry could not—with few exceptions—increase the production capacity significantly nor solve its other major problems of workforce deficit and annual net losses. Moreover, the Western embargo on the supply of components, industrial equipment, and technologies makes the further development of the Russian military industry doubtful. Even reverse engineering has become an impossible task. However, the Kremlin’s choice in this situation would be in favor of more arms expenditures and extending the practices of the command economy.
Topic:
Military Affairs, Budget, Industry, and Russia-Ukraine War
Political Geography:
Russia, Eurasia, and Ukraine

23. The War as an Accelerator

Author:
András Tóth-Czifra
Publication Date:
05-2023
Content Type:
Special Report
Institution:
Foreign Policy Research Institute
Abstract:
Russia’s 2022 invasion of Ukraine laid bare the problems with Russia’s domestic governance. The war caught the federal and regional governments unprepared and exacerbated existing bottlenecks in fields such as infrastructure and state capacity. Even before 2022, Russia’s domestic policymaking had prioritized the short-term political interests of a shrinking ruling class and made long-term thinking and deep structural reforms impossible. The invasion completely eliminated long-term policy planning and subordinated policymaking to war aims. One year after the invasion, these problems are causing frictions and elevating domestic political risks for the Kremlin. The botched invasion and subsequent economic sanctions have caused irreversible losses and put significant upfront costs on the Russian state. This stretches Russia’s peculiar, highly centralized system of fiscal and political governance to its limits. In particular, the interlocking challenges of reorienting trade towards Asia without the necessary infrastructure in place, improving an inflexible multi-level public administration system, and turning Russia into a digital securocracy, show how, by starting the invasion, Russia’s rulers contributed to the destabilization of their own country. They also demonstrate how international sanctions impact Russia by increasing domestic risk factors from the Kremlin’s point of view.
Topic:
Infrastructure, Governance, Trade, Domestic Policy, and Russia-Ukraine War
Political Geography:
Russia, Eurasia, and Ukraine

24. Russia’s War in Ukraine: Critical Vulnerabilities to Russia’s Military Operations and Systems

Author:
Rob Lee and Philip Wasielewski
Publication Date:
06-2023
Content Type:
Special Report
Institution:
Foreign Policy Research Institute
Abstract:
Some of the critical vulnerabilities to Russia’s military operations and systems—revealed during the war in Ukraine—are due to its military culture and poor strategic choices at the beginning of the war including overly ambitious strategic aims. Deficiencies in Russian military culture include a highly centralized decision-making process, a disregard for the welfare of its soldiers, and flagrant dishonesty. Certain aspects of Russia’s military culture, especially the disconnect between front-line soldiers and senior officers, complicate the Russian military’s ability to adapt, develop solutions to obvious deficiencies, and institutionalize lessons learned from the battlefield. Other critical Russian military vulnerabilities are not inherent to its military culture but to Russia’s national demographic and industrial capabilities. Limits in these areas make it difficult for Russia to regenerate military power by either increasing the size of its military or increasing the quality of its weapons systems. Even if Russia’s military culture experiences a post-war military renaissance, its ability to regenerate military power lost in Ukraine will be limited by its declining population and industrial bases as well as Western sanctions on high technology.
Topic:
Sanctions, Armed Forces, Military Affairs, and Russia-Ukraine War
Political Geography:
Russia, Eurasia, and Ukraine

25. Russia’s Nuclear Policy After Ukraine

Author:
Stephen Blank
Publication Date:
07-2023
Content Type:
Special Report
Institution:
Foreign Policy Research Institute
Abstract:
The recent mutiny by Yevgeny Prigozhin, head of the Wagner mercenary force, generated international concern about the control of Russian nuclear weapons and Russia’s future nuclear policy.[1] Therefore we must ask, will Russia change its nuclear policy due to contemporary strategic developments? This question correctly assumes that the war in Ukraine and all its ramifications, despite their undoubted importance, are not the only factors influencing Russian decision-making on nuclear policy. Accordingly, we analyze those factors—including, among others, Russia’s aggression against Ukraine—that will likely influence the direction and nature of Russia’s nuclear policy. Those factors influencing policy, itself the outcome of myriad domestic and foreign pressures, also include Russia’s overall security policies, the global strategic environment, and the lessons Russia learns from recent wars—most prominently its aggression against Ukraine. Russian national security strategy and policy originate in what Carl Schmitt called the presupposition of unceasing conflict.[2] Since the U.S. is Russia’s principal interlocutor, it also is its primary antagonist. Russian security policy is inherently adversarial. It postulates a state of permanent conflict with Washington and its allies where Washington seeks to undermine, if not destroy, the Russian state and prevent it from restoring its empire (i.e., global great power status). As Deputy Foreign Minister Rybakov recently stated, “Russia’s foreign policy interests as a great power have a global projection. Our country plays a stabilizing role in various regions of the world.”[3] Allegedly the U.S. employs nuclear weapons, missile defenses, and advanced conventional weapons that could negate Russia’s nuclear deterrent to frustrate Russia’s policies.[4] Thus it is an article of faith in Moscow that its nuclear weapons are the main guarantees of Russia’s sovereignty, territorial integrity, great power status, and the factor that deters the West from intervening against Russia in Ukraine.[5] Moreover, those weapons, when deployed abroad, also deter NATO’s potential, largely maritime, threats to Russia. Therefore, Russia must conduct a global military—i.e., an expeditionary, nuclear, and military policy.[6] Indeed, Putin has recently and revealingly called nuclear weapons, “the key guarantee of Russia’s military security and global stability.”[7] Russian nuclear strategy and behavior also derive from a cognitive universe wholly unlike and unfamiliar to American strategic thought. Identical words often mean entirely different things to Russians and Americans; much Russian rhetoric is politicized, deliberately deceptive, or opaque, and invariably follows state requirements. Yet, despite voluminous and even insightful commentary on war, Russian forces often do not fight as its doctrine stipulates, adding to the difficulties involved in determining what its policy is.[8] Simultaneously, however, Russian strategy and policy are also inherently evolutionary—i.e., they respond to changes in the strategic environment that are then incorporated into doctrine, strategy, official statements, exercises, procurement, and policy. Finally, despite our own difficulties in understanding Russia, either willfully or because it cannot help itself due to the deep-seated paranoia in its political culture, equally misreads the West, wholly misunderstands the West, and habitually ascribes the worst motives to U.S. and Western policies.[9] This misreading of the West repeatedly generates worst-case threat assessments that frequently lead to Russian nuclear threats or procurements. Taking all these factors into account, including Russia’s aggression in Ukraine, it is quite likely if not certain that Russian nuclear strategy and policy will change in the wake of the war in Ukraine, win, lose, or draw. Unfortunately, in most potential outcomes to the war save defeat and collapse of the government, that change points to an enhanced role of nuclear weapons in Russian policy with no letup in hostility toward the West. The war in Ukraine has been instrumental in fostering still more animosity toward the West and an enhanced role for nuclear weapons.[10]
Topic:
National Security, Nuclear Weapons, Wagner Group, and Russia-Ukraine War
Political Geography:
Russia, Europe, Eurasia, and Ukraine

26. Fighting to Win: Ukraine, Russia, and the War for Survival

Author:
Philip Wasielewski
Publication Date:
08-2023
Content Type:
Special Report
Institution:
Foreign Policy Research Institute
Abstract:
Both the Kremlin and Ukrainians see the war as an existential conflict, even as a “holy war,” and are prepared to fight for years to achieve victory. Russian war aims vis-à-vis Ukraine have morphed into creating a “frozen conflict” to maintain its land bridge with Crimea. However, its primary war aim remains weakening NATO to regain its sphere of influence in the former Soviet republics and Warsaw Pact states. To achieve this, Russia will conduct a prolonged strategic defense in Ukraine to demonstrate that Ukraine will never regain its territorial integrity and to show that American support will eventually end as it has for other client states. Ukraine’s primary war aim of restoring its territorial integrity is shared across its society. To achieve this, Ukraine’s strategy is to break the will of the Russian army and then reclaim Crimea, even if that takes several years. Ukrainians do not fear a long war but an inconclusive one that reignites in five or ten years. They want to settle this conflict with Russia once and for all, and see NATO membership as the only way to prevent it from happening again. For US policymakers, the dangers arising from the war overshadow opportunities. One opportunity is a Russian defeat that can serve both as a brake against further Kremlin aggression and as a catalyst for Russia to possibly change her imperial identity. Another opportunity is the chance to strengthen NATO’s conventional forces and geographic position to give it an overwhelming advantage against any possible future Russian aggression. For that to happen, Ukraine must enter the alliance.
Topic:
Foreign Policy, NATO, Armed Conflict, and Russia-Ukraine War
Political Geography:
Russia, Eurasia, and Ukraine

27. The Frontline States: Conversations and Observations About Russia’s Other War in Europe

Author:
Philip Wasielewski
Publication Date:
09-2023
Content Type:
Special Report
Institution:
Foreign Policy Research Institute
Abstract:
From late June to mid-July 2023, I visited Georgia, Moldova, Hungary, Poland, and Lithuania on a research trip. The analysis and conclusions in this report are based, in part, on conversations with a wide variety of individuals from former government officials, university students, academics, and members of non-governmental organizations to ordinary citizens. The Kremlin desires to reestablish a sphere of influence in former Soviet republics and Warsaw Pact states between the Black and Baltic Seas. To do so, it is fighting a conventional war in Ukraine and political wars elsewhere to remove Western influence and reestablish hegemony. Russia’s political warfare operations have a major flaw; they only offer people the past and not a future. However, US efforts against them could be more effective and citizens in frontline states facing Russian subversion have constructive criticisms to improve them. Resisting Russian subversion depends as much on the political health of the targeted state as Western countermeasures. Efforts to oppose backsliding on democratic norms are vital, even if they spark tensions with partners and allies. Several countries in the region will hold elections between the fall of 2023 and 2025 that will determine their geopolitical orientation. If the war in Ukraine is a battle of modern weapon systems, these elections will be a war of ideas between East and West. It is important that the United States not cede the narrative for these elections to Moscow and work with allies and partners to counteract anti-Western propaganda.
Topic:
Foreign Policy, Regional Politics, and Russia-Ukraine War
Political Geography:
Russia, Europe, Eurasia, and Ukraine

28. Takeaways from Russia’s Regional and Municipal Elections

Author:
András Tóth-Czifra
Publication Date:
10-2023
Content Type:
Special Report
Institution:
Foreign Policy Research Institute
Abstract:
The Kremlin, for the most part, engineered the results it desired in Russia’s 2023 regional and municipal elections. However, the campaigns showed that a positive portrayal of the war in Ukraine is not necessarily popular among Russian voters. In the occupied territories in Ukraine, elections demonstrated that Russian power remains firm, even in the face of Ukraine’s counteroffensive. Since independent observers had virtually no access to these votes and they were held illegally, it is both impossible to verify the authorities’ claims and futile to analyze the results as if real elections had been held. In many regions, the elections saw the demise of the Communist Party as the largest “alternative” party to Vladimir Putin’s ruling United Russia party. A notable exception was the Siberian region of Khakassia, where the incumbent communist governor was able to see off a threat from his Kremlin-supported opponent. The extensive use of a still-opaque online voting system, along with the overt intimidation of election observers and opposition personalities, suggests that the Kremlin is eager to evolve and test its manipulation toolkits ahead of the 2024 presidential election.
Topic:
Elections, Domestic Politics, Political Parties, and Russia-Ukraine War
Political Geography:
Russia, Eurasia, and Ukraine

29. The Dragon and the Bear in Africa: Stress-Testing Chinese-Russian Relations

Author:
Robert E. Hamilton
Publication Date:
11-2023
Content Type:
Special Report
Institution:
Foreign Policy Research Institute
Abstract:
This report is based on a chapter of my forthcoming book on the relationship between China and Russia. For the US, this is arguably the most important bilateral relationship in the world today. A robust, resilient partnership between Beijing and Moscow has the potential to remake world order. It would usher in an era of international relations based on power and polarity, eroding the role of international law and institutions, and undermining the sovereignty and agency of smaller states. This world order would represent a serious threat to US interests, as currently defined. On the other hand, transactional, “thin” ties between China and Russia allow the US some breathing space. Instead of a revisionist authoritarian alliance, the US would confront two states that represent different types of challenges. In this case, Washington could deal with the acute, militarized threat of Russia in the near term, while remaining postured to confront the “pacing” threat of China—the only potential peer competitor to the US—over the longer term. The academic and policy worlds have been seized with the China-Russia relationship for almost two decades. Policy debates revolve around how to confront the two, with some arguing that the current focus on reversing Russia’s invasion of Ukraine puts the US at risk of being unprepared for the threat China represents. Others argue that Russia is not merely a disruptive power but represents a profound and immediate danger to US interests. Competition for resources often lurks in the background of this debate: US government organizations focused on Europe tend to argue for focusing on Russia first; those with an Indo-Pacific focus tend to argue that China should be the focus. What this debate often fails to consider is the nature of their relationship and its impact on US policy options. The scholarly debate fills this gap by focusing directly on the nature of the relationship: one camp defines it as a strategic partnership and the other defines it as an “axis of convenience.” Often missing from scholarly analysis, though, is an analysis of the implications for US policy. In other words, scholars often argue forcefully for one of these characterizations of the China-Russia relationship but then fail to advise what the US should do in response. Instead, their analysis focuses on the implications of the relationship for theoretical approaches to international relations. The book that will include this report aims to close this gap between the policy and scholarly debates. It aims to provide a better understanding of the nature of the China-Russia relationship and use that understanding to inform US policy options. It will do this through a novel approach. Instead of focusing on Chinese-Russian interaction at the level of the international system, as most approaches do, it focuses on their interaction “on the ground” in regions where both have important interests at stake. This report examines Chinese-Russian interaction in Africa; other chapters of the book focus on Central Asia, Eastern Europe, and East Asia. Africa and Central Asia provide good testing grounds for the China-Russia relationship because both have important but different interests there. How they advance and defend those interests and how they interact in doing so, can yield important insights into the nature of their overall relationship. These regions are also important because the US footprint is light. The US has been called the “binding agent” in ties between Beijing and Moscow. The idea here is that shared resistance to the US is the only major thing they have in common. In this view, removing the US from the equation will make China and Russia more likely to find reasons to compete rather than cooperate.
Topic:
International Relations, Foreign Policy, Bilateral Relations, and Strategic Interests
Political Geography:
Africa, Russia, China, Eurasia, and Asia

30. Strength in Unity: A Sustainable US-Led Regional Security Construct in the Middle East

Author:
Robert Greenway
Publication Date:
08-2023
Content Type:
Special Report
Institution:
Hudson Institute
Abstract:
China and Russia are exploiting US indifference toward the Middle East and efforts to integrate Iran into the region, threatening regional stability, Israel’s security, and global markets. The convergence of threats encompasses an Iranian nuclear threshold state controlling a constellation of terrorist groups, resurgent non-state terrorist groups including ISIS and al-Qaeda, and Russian and Chinese exploitation of receding American presence. We are reaching an inflection point at which the United States risks the irrevocable loss of a favorable balance of both trade and forces, resulting in instability that will threaten our vital interests and the global economy. This constitutes an unprecedented range of challenges beyond our capacity, and the capacity of our partners and allies, to address threats to global energy and trade as we struggle to recover from a global pandemic. We have not faced a similar period of risk in the Middle East since the turmoil following the Iranian Revolution, Soviet invasion of Afghanistan, and storming of the Grand Mosque in 1979. The US shares vital national security interests with longtime partners in the region and, as a result, they prefer US leadership in both the economic and security domains. A sustainable US-led regional security construct in the Middle East that includes effective partners based on convergent interests is the most efficient way to address the unacceptable risk, which results from the disconnect between the vital national interests of the US and its partners and the resources both have committed. A constellation of mutually beneficial trade relationships providing both the resources and rationale for a regional security construct would strengthen such an arrangement.1 Establishing a US-led enduring regional security architecture comprised of more capable partners and allies is the most effective way for the United States to safeguard our vital national security interests in the Middle East. This architecture would provide five key benefits: Secure our vital interests. The US and global economies depend on the uninterrupted flow of energy from and trade through the Middle East, which remains a vital national security interest. Compete with China. China depends on the Middle East for energy to sustain its economy and military. Beijing is exploiting the vacuum created by US indifference to securing the Middle East. Manage risk and uncertainty. Threats in the region are approaching a quantitative military advantage over America’s partners, which creates unacceptable risk to US interests. Leverage our relationships. We retain advantages in the long-term diplomatic, economic, and security relationships that we have derived from convergent interests with partners. Build on a sound foundation. Historic efforts to build collective security constructs, many of which have occurred within the Middle East, provide valuable lessons.
Topic:
Foreign Policy, Non State Actors, Strategic Competition, and Regional Security
Political Geography:
Russia, China, Iran, and Middle East

31. EU – Pacific Talks: EU – Security Challenges for the Pacific, EU, and Russia

Author:
Tomáš Moudrý
Publication Date:
01-2023
Content Type:
Special Report
Institution:
Europeum Institute for European Policy
Abstract:
If you missed the debate EU - Pacific talks: EU - Security Challenges for the Pacific, EU, and Russia, here you can read the report from the debate written by Tomáš Moudrý. During the debate, it was discussed, for example, that despite the considerable geographical distance, the EU and the Indo-Pacific region are now more interconnected than ever before and both sides are seeking to strengthen their partnership in many areas, with security policy now one of the most important due to many factors.
Topic:
Security, European Union, Partnerships, Geopolitics, Dialogue, and Regional Security
Political Geography:
Russia, Europe, and Asia-Pacific

32. How Finnish and Swedish NATO Accession Could Shape the Future Russian Threat

Author:
Nicholas Lokker, Jim Townsend, Heli Hautala, and Andrea Kendall-Taylor
Publication Date:
01-2023
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
Russia’s invasion of Ukraine was a major strategic blunder. Not only will Russia emerge from the war economically and militarily weakened, but its brutal invasion has undercut Moscow’s geopolitical position, including by triggering nearby countries to take new steps to provide for their security and defense. Most notably, Russia’s aggression in Ukraine compelled Finland and Sweden to apply for NATO membership— leading to an expansion of the very alliance that Russia purports to be opposing in Ukraine. While it is unclear exactly when Finland and Sweden will join NATO—this will depend on when Hungary and Turkey, the last remaining allies to ratify the accession protocols, finalize the process—it is clear that there is no going back to the status quo ante. NATO allies should expect Russia to react to Finland and Sweden joining the organization beyond the cool response that followed their announcement. Their accession into NATO will permanently reshape the European security architecture, which Moscow is likely to see as a threat to its own security and therefore use as a basis for adjusting it calculus. Even though Moscow has not explicitly retaliated against Finland and Sweden for joining NATO beyond expressing displeasure, the Kremlin is nonetheless likely to respond, including in ways that will pose challenges to the alliance in both the near and long term. This memo discusses how Finland’s and Sweden’s entry into NATO will shape Europe’s security landscape, how Russia is likely to see these changes and respond, and how the allies can address the future challenges stemming from these changing dynamics.
Topic:
Security, NATO, Regional Security, Russia-Ukraine War, and Threat Assessment
Political Geography:
Russia, Europe, Finland, and Sweden

33. Russia-China Defense Cooperation

Author:
Andrea Kendall-Taylor and Nicholas Lokker
Publication Date:
04-2023
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
Russia’s war in Ukraine has been a critical test of the depth of Sino-Russian relations. Since Russia’s invasion, China has remained an essential partner for Moscow. Although there have been limits to what Beijing has been willing to do for Russia, China has served as a vital lifeline for the Kremlin including by parroting Russian talking points about the war, increasing purchases of Russian oil and gas, and continuing to export microchips and other component parts to Moscow cut off by the West. Warnings by senior U.S. officials that China is contemplating providing Russia with lethal military aid in support of its war against Ukraine underscore the depth of their partnership.1 Emerging reports that Chinese companies have provided rifles and dual-use equipment such as drone parts and body armor only add credibility to these warnings.2 Although it remains unclear at the time of writing whether China will ultimately decide to send lethal aid to Russia, the last year has provided further evidence that Russia and China are deeply aligned and that the persistence and evolution of their partnership will continue to pose challenges that the United States and its allies must navigate. This working paper will focus on the challenges that Russia-China military cooperation poses to the United States and its allies and partners. This aspect of their relationship has been one of the most consequential dimensions of their deepening partnership. Already, China has obtained key capabilities from Moscow such as Su-27 and Su-35 fighter aircrafts, S-300 and S-400 air defense systems, and anti-ship missiles, which bolster China’s military posture in the Indo-Pacific.3 Russia too has benefited from a large market for its arms sales and access to technological components it can no longer access following the imposition of Western sanctions in 2014—a need that has grown exponentially since Russia’s reinvasion of Ukraine in February 2022. Meanwhile, more frequent and elaborate joint exercises have signaled to onlooking countries the two partners’ mutual support for each other’s security priorities and willingness to push back against the United States. In the context of Russia’s ongoing war against Ukraine and increasing U.S.-China tensions in the Indo-Pacific, it has become even more urgent to understand how future military cooperation between Russia and China could evolve and what it would mean for the United States and its partners. This memo examines this aspect of the partnership, including what is driving it, how it has evolved following the 2022 invasion of Ukraine, and the implications for the United States and its allies and partners.
Topic:
Bilateral Relations, Military Affairs, Russia-Ukraine War, and Defense Cooperation
Political Geography:
Russia, China, and Asia

34. Assessing the Evolving Russian Nuclear Threat

Author:
Andrea Kendall-Taylor, Michael Kofman, Nicholas Lokker, and Heli Hautala
Publication Date:
10-2023
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
Since Russia’s invasion of Ukraine, its nuclear rhetoric has become more permissive, more inconsistent, and more instrumental. Russia has also placed greater emphasis on military exercises involving nuclear-capable weapons, and it has altered policies and planning for its nuclear forces. Although it is too soon to draw definitive conclusions as the war in Ukraine is still ongoing and the lessons that Russia draws from it uncertain, the changes in Russia’s approach to nuclear weapons since its invasion suggest that Russia is likely to adopt a more assertive nuclear force posture, especially with respect to its non-strategic nuclear weapons, in order to signal that the country will no longer be a status quo power and increase the credibility of its nuclear threats. Russia is also likely to increase its efforts to test NATO cohesion—potentially through greater nuclear provocations and/or by signaling an insincere willingness to engage in forms of arms control or cooperative threat reduction—and continue to look for opportunities to leverage nuclear weapons to signal great-power status. In a future war with NATO, Russia would likely perceive the need to use nuclear weapons earlier in the conflict, either to seek victory against superior NATO conventional forces through nuclear first use on the battlefield, or to prevent defeat by those NATO forces. Moreover, since 2022, it has become increasingly difficult for U.S. and Russian policymakers to discern each other’s red lines, raising the risk of unintended escalation. Heightened Russian nuclear rhetoric at home could also alter the public’s views of acceptable nuclear use, eroding a potential constraint on Kremlin decision-making. Finally, changes since Russia’s invasion of Ukraine indicate both reduced Russian commitment to nonproliferation as its image increasingly becomes that of a rogue actor in international affairs, and diminished opportunities for nuclear arms control, for now.
Topic:
Security, Defense Policy, NATO, Nuclear Weapons, Russia-Ukraine War, and Threat Assessment
Political Geography:
Russia, Europe, and Ukraine

35. 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

36. 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

37. 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

38. 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

39. Defunding the War Against Ukraine: Economic Strategies for Countering Russian Aggression

Author:
David Cortright and Anna Romandash
Publication Date:
12-2023
Content Type:
Special Report
Institution:
Fourth Freedom Forum
Abstract:
The sanctions imposed by the United States and many of its allies on Russia since 2022 have been unprecedented. The current financial, economic, trade, and other restrictions aim to constrain Russia’s ability to continue its aggression. Imposed by most developed countries, the sanctions and export controls have the potential to diminish Russia’s war-making capacity, weakening state finances and eroding its military technological base. The measures have imposed significant costs on Russia, but to date they have not achieved their objectives due to Russia’s elaborate circumvention and preparatory strategies and the lack of compliance by many countries and companies. The success of sanctions as a means of constraining Russian aggression will depend on closing channels of evasion and tightening the enforcement of these measures. This report reviews the sanctions and export controls enacted to date and the effects they are having on Russia’s industrial economy. It also examines the principal gaps in sanctions enforcement that Russia has exploited. It identifies actions by companies and countries that are profiting from sanctions circumvention and are enabling Russia to continue its illegal war and annexation of Ukrainian territory
Topic:
Sanctions, Exports, Energy, and Russia-Ukraine War
Political Geography:
Russia, Europe, and Ukraine

40. The Ripple Effect: A U.S. Diplomatic Strategy for a Changing World Order

Author:
Chester A Crocker and Barbara K. Bodine
Publication Date:
08-2023
Content Type:
Special Report
Institution:
Institute for the Study of Diplomacy, Edmund A. Walsh School of Foreign Service, Georgetown University
Abstract:
Russia’s February 2022 invasion of Ukraine upended what policymakers thought they knew about the world and territorial military aggression. The ensuing war has brought destruction to Europe unlike anything since the Second World War. Regardless of how the war ends, several strategic trends, whether entirely new or preexisting and now reinforced, have set in a motion a new strategic environment in which the United States must compete. Ultimately, the new strategic environment is being defined by a global diffusion of power, where the agency of middle powers and their importance in solving geopolitical problems rise in tandem. In the spring of 2023, ISD convened two New Global Commons/Schlesinger Strategic Surprise working group meetings with participants drawn from academia, think tanks, government, international organizations, non-governmental organizations, and the private sector. The group identified key trends and potential strategic surprises emanating from Russia’s invasion of Ukraine, honed in on the issues that would affect the strategic environment regardless of the war’s outcome, and put forth policy guidelines and recommendations for the United States as it seeks to navigate a more diverse geopolitical landscape in the coming years.
Topic:
Diplomacy, Geopolitics, Strategic Competition, International Order, and Russia-Ukraine War
Political Geography:
Russia, Europe, Ukraine, North America, and United States of America