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Begin New Search Topic Geopolitics Political Geography North America Content Type Special Report Publication Year within 5 Years Publication Year within 25 Years

1. 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

2. The Quad's Next Chapter

Author:
Karl Friedhoff
Publication Date:
09-2023
Content Type:
Special Report
Institution:
Chicago Council on Global Affairs
Abstract:
Advancing the group's pillars of prosperity and development will be at the very heart of competition with China in the coming decade. The Quad—the country grouping including the United States, Japan, Australia, and India—now stands at a crossroads as it enters its third phase. The Quad 3.0 comes as the grouping has established the dialogue as a meeting place for leaders of the four countries but must now decide what shape competition with China will take and how to best address that competition. Thus far the Quad has struggled to find function for its form. Statements issued by Quad leaders stress the importance of “development, stability, and prosperity” in an effort to roll back China’s influence across the Indo-Pacific. However, its most high-profile activities focus on stability via high-profile military exercises. Closer internal coordination along the security axis serves to highlight the lack of visible progress on the external delivery of development and prosperity to countries outside the Quad. Efforts to deliver development and prosperity are hemmed in by the Quad itself. Neither the United States or India are party to either of the major regional trade agreements—the CPTPP and RCEP. The Indo-Pacific Economic Framework (IPEF), held up by the Biden administration as America’s economic engagement with Asia, remains a mirage. Meanwhile, as the United States de-risks its economic relationship with China, it is effectively warning that doing business with Beijing may come at a cost to relations with Washington—an unpopular message across much of the Indo-Pacific. Additionally, any hint of security cooperation with China by smaller countries in the region creates a flurry of diplomatic reaction from the United States. To move forward, the Quad needs to better balance its portfolio and how it messages that portfolio. The overt promotion of the security agenda is actively undermining perceptions of the Quad’s ability to engage on development and prosperity. A first corrective step is to balance the group’s internal goal of improved security coordination and cohesion with the Quad’s external goal of delivering development and prosperity to countries in the region. Committing to an agenda that brings the people of the region, not its seas, to the fore of the Quad mission should be a top priority. This means rejecting the dogma that every China initiative in the region needs a Quad alternative. Instead, advancing Quad goals requires identifying China’s activities that can be co-opted for Quad purposes. This will mean working around, and sometimes with, China’s initiatives to better serve not only the Quad’s goals in prosperity and development but also the people of the region.
Topic:
Foreign Policy, Development, Geopolitics, Trade, Strategic Competition, and Quad Alliance
Political Geography:
Japan, China, South Asia, India, East Asia, Australia, North America, United States of America, and Oceania

3. Europe’s Broken Order and the Prospect of a New Cold War

Author:
Kristi Raik and Eero Kristjan Sild
Publication Date:
10-2023
Content Type:
Special Report
Institution:
International Centre for Defence and Security - ICDS
Abstract:
The Russian and western visions of European security have profoundly different ideational roots: balance of power embedded in realist geopolitics versus liberal rules-based order. Russia is a revisionist power aiming to re-establish a European security order based on the balance of power, including a recognition of its empire and sphere of influence. Russia’s aggressive pursuit of this vision has forced the West to defend the rules-based liberal order in Europe and beyond. This report analyses the main sources and implications of Russia’s discontent with the post-Cold War European security order, which eventually led to the invasion of Ukraine. The disagreements are likely to endure beyond the war in Ukraine, leading to a new Cold War. The paper identifies three scenarios for the future of the European security order, the most likely one being a dual order, with the liberal rules-based order further strengthened and enlarged among western countries including Ukraine, while Russia will hold on to its imperialist ambitions but being forced to accept a much more limited sphere of influence than the former Soviet or tsarist empires. As long as the worldview that underlies Russia’s foreign policy does not change, any new balance of power will be temporary and under threat of renewed aggression once Russia has regained strength. In order to make it more sustainable, the West will need to eliminate grey zones, ensure credible deterrence and defence, and consistently weaken Russia’s ability to rebuild its military might.
Topic:
Security, NATO, Cold War, Authoritarianism, European Union, Democracy, Geopolitics, Deterrence, and Soviet Union
Political Geography:
Russia, China, Europe, Ukraine, North America, and United States of America

4. No Winners in This Game: Assessing the U.S. Playbook for Sanctioning China

Author:
Emily Kilcrease
Publication Date:
12-2023
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
The relationship between the United States and the People’s Republic of China (PRC) is marked by both geopolitical tensions and deep economic linkages. While policymakers may have once believed that economic integration would inject stability into the overall relationship and provide a deterrent to conflict, that idealistic vision has been shaken by Russia’s brutal invasion of Ukraine. No longer can the United States and its partners assume that the PRC’s economic interest in retaining ties to the global economy will override its nationalist impulses. The once unthinkable idea of imposing severe sanctions on China has become a strategic imperative to consider, as one of a range of measures that the United States and its partners may consider if relations with the PRC deteriorate further. Yet, sanctioning China represents a challenge more complex than any other in the modern era of sanctions. The scale and interconnected nature of China’s economy means that the damage from sanctions will not be contained in China; instead, the negative effects will rebound globally through China’s deep economic ties to nearly every country around the world, including the United States. China has substantial capacity in key economic areas, such as manufacturing, that provide it with important means to retaliate against U.S. sanctions or impose its own economic costs on the United States and its partners. This report seeks to advance policy debates on how to sanction China, if geopolitical conditions warranted doing so at scale. It builds on prior Center for a New American Security (CNAS) research, including a 2023 report that outlines how the United States currently uses a variety of sanctions tools to manage the strategic relationship with the PRC.1 A key finding of the earlier work is that the United States imposes sanctions at a relatively limited scale compared to the scope of challenges that exist in the bilateral relationship, with the notable exception of an increasing range of technology-related sanctions. A large divide separates the existing level of sanctions on China and the full range of economic measures that the United States may consider. This report attempts to envision that fuller range of economic measures and consider whether the use of sanctions would meaningfully advance U.S. interests during a potential conflict. The report begins, in chapter 1, with an assessment of the main economic and political characteristics that would determine China’s vulnerability to, and resolve to withstand, sanctions pressure. The concentration of power at the very top of the PRC’s political system, along with a willingness to subordinate economic objectives to political ones, indicate that China may have a high degree of resolve to absorb the costs of sanctions. China’s continued reliance on the U.S.-dominated global financial infrastructure is a key area of vulnerability to sanctions pressure. But, China retains significant economic leverage through its manufacturing relationships, as well as through the importance of its large domestic market to foreign multinational companies. Attempting to impose sanctions that are asymmetrically more painful to China will be a fraught exercise, given the degree to which China is embedded in global supply chains. In chapter 2, the report examines sanctions actions that the United States and its partners may impose during a conflict scenario, drawing from the sanctions playbook used against Russia and projecting adaptations that would be needed in the China context. The main objective of this analysis is to identify points of asymmetric leverage in the U.S.-China economic relationship, where imposition of a sanction would be more economically damaging to China than to the United States and its partners. The sanctions actions are examined through the lens of a ends-ways-and-means framework, loosely borrowing concepts from the defense community and mapping them into the economic domain. The value in such an exercise is to impose discipline in identifying why a particular economic measure may be taken and what the intended impact would be. It can also enhance the ability to integrate economic actions with those being considered in military or other domains. The report examines possible actions under three broad categories, based on the objective of the sanctions: technology denial, embargo of commodities and materials, and macroeconomic pressure. The research includes analysis by the CNAS Energy, Economic & Security team of economic data and research interviews with a wide range of sanctions, export controls, macroeconomics, trade and finance, and China experts in the United States, Europe, and Asia. In addition to examining potential sanctions options on a sectoral basis, the report also includes a company-by-company lens to assess the potential impact of sanctioning specific Chinese companies. The report finds that the U.S. options to impose harsh sanctions on China are severely constrained. U.S. options to deny militarily relevant technology to China are modest, at best. Certain areas, such as maritime capabilities, will be difficult to target due to the nearly entirely domestic supply chains of China’s main military shipbuilders. Other areas, such as semiconductors, cannot be targeted without running the risk of disruption to critical U.S. supply chains. Overall, efforts to deny technology to China require a longer time horizon to be effective and may have less utility in an immediate run-up period to a potential conflict. Attempts to use sanctions tools to deny commodities or materials to China will require innovation and the development of new sanctions tools. Key commodities, such as energy, are inherently substitutable and globally available, including from many countries that will likely not align with the United States in a conflict with the PRC. Building on the example of the oil price cap used in the Russia context, the United States and partners will need to consider novel policy approaches that provide positive economic inducements to align with U.S. policies, in addition to using traditional sanctions tools.
Topic:
Security, Defense Policy, Sanctions, and Geopolitics
Political Geography:
China, Asia, North America, and United States of America

5. From Strategic Ambiguity to Strategic Clarity? The Dynamics of South Korea’s Navigation of US-China Competition

Author:
Clint Work
Publication Date:
07-2022
Content Type:
Special Report
Institution:
East-West Center
Abstract:
Dr. Clint Work, Nonresident Fellow with the Henry L. Stimson Center's 38 North Program, explains that while President Yoon has made it clear that he will opt for strategic clarity amidst a growing US-China rivalry, he must navigate the challenges all previous ROK presidents have faced in dealing with Beijing
Topic:
Foreign Policy, Geopolitics, Strategic Competition, and Rivalry
Political Geography:
China, Asia, South Korea, North America, and United States of America

6. The Tangled Web We Wove: Rebalancing America’s Supply Chains

Author:
Megan Lamberth, Martijn Rasser, Ryan Johnson, and Henry Wu
Publication Date:
03-2022
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
The pendulum of globalization has swung too far. What the fallout of the ongoing pandemic makes clear is that decades of offshoring and cost-cutting in the pursuit of efficiency and a better bottom line have left the supply chains of the United States and its allies and partners unacceptably brittle. Restoring balance to the system—with greater resilience through reducing dependence on potential adversaries, greater geographic diversity, and a pragmatic approach to building a mix of domestic capabilities and sourcing from reliable partners—will be a complex, expensive, and far-reaching undertaking. It could well reshape the global economy and strengthen ties between the world’s democracies, and is likely to be a key factor in determining the course of the global strategic competition. Tackling America’s supply chain problems will require a new conceptual framework that is fit for the current geopolitical context. The United States and China are engaged in a complex economic, political, and military competition marked by sharp ideological and normative differences and economic dependencies. Global trade and supply chain dynamics reflect much of the spectrum of this competition, the overreliance on China for key inputs and manufacturing capacity most prominently. Correcting this imbalance and assuring the resilience and security required is needed to ensure long-term American competitiveness. The framework with which to address that imbalance has three core elements: adjusting the role of government, checking the key assumptions that shaped current global supply chains, and balancing the tension between self-reliance and interdependencies. Policymakers and business leaders alike must rethink how government and industry engage each other on supply chain matters as part of a new form of industrial policy. For example, government officials need to better understand global supply chains to identify vulnerabilities and pursue opportunities. At the same time, company officers must strive for greater transparency and continuous supply chain assessments.
Topic:
Globalization, Geopolitics, Supply Chains, and Economic Security
Political Geography:
North America and United States of America

7. How to Move the Thailand-U.S. Strategic Alliance Forward

Author:
Darmp Sukontasap
Publication Date:
11-2021
Content Type:
Special Report
Institution:
East-West Center
Abstract:
Dr. Darmp Sukontasap, Director, Institute of Diplomacy and International Studies, Rangsit University, Thailand, explains that “gone are the days when an alliance is viewed exclusively from the security and military perspective. The geopolitical realities of the 21st century require alliances to encompass agendas which are non-military, non-political and non-confrontational.”
Topic:
Geopolitics, Alliance, Strategic Interests, and Military
Political Geography:
North America, Thailand, Southeast Asia, and United States of America

8. Can U.S. Assistance Reinvigorate the U.S.-Thai Alliance?

Author:
Thomas Parks
Publication Date:
11-2021
Content Type:
Special Report
Institution:
East-West Center
Abstract:
Thomas Parks, The Asia Foundation, explains that “US-Thai relations matter now more than ever. Since 2018, the United States has been expanding security cooperation with Thailand, after the historic lows of the post-2014 coup years.”
Topic:
Security, International Cooperation, Geopolitics, and Alliance
Political Geography:
North America, Thailand, Southeast Asia, and United States of America

9. Changing Dynamics of Pak-US Relations and the Challenge of Soft Power

Author:
Moonis Ahmar
Publication Date:
05-2021
Content Type:
Special Report
Institution:
LSE IDEAS
Abstract:
There is a history of ups and downs in Pak-US relations since early 1950s till today. From the period of alliances to ostensible hostility and indifference, the changing dynamics of Pak-US relations must be analysed from a pragmatic point of view where power, national interests, security and sovereignty matter. Furthermore, mistrust, suspicions, ill-will and paranoia still influence the political, security, economic and power dynamics of relations between Pakistan and the United States. This research follows the theory of soft power due to two main reasons. First, instead of being a ‘patron-client’ relationship, PakUS relations could be transformed by focusing on diplomacy, trade and technology instead of threats and coercion. Second, President Obama’s policy of ‘do more’ for Pakistan in combating terrorism in Afghanistan proved to be counterproductive as anti-Americanism surged in Pakistan. Overcoming the bitterness of the past in Pak-US relations will be a major challenge to the Biden-Harris administration. Moving forward in Pak-US relations will require political will, determination, prudence and trust from both sides. It is up to the leadership from both countries to foster trust and take confidence building measures which can transform their relations from patron-client to partners in progress. Shift from geopolitics to geoeconomics will ensure a win-win situation for both sides in the years to come.
Topic:
Economics, Violent Extremism, Democracy, Geopolitics, and Soft Power
Political Geography:
Pakistan, South Asia, North America, and United States of America

10. Re-Thinking Assumptions for a 21st Century Middle East

Author:
Douglas A. Ollivant
Publication Date:
04-2021
Content Type:
Special Report
Institution:
Foreign Policy Research Institute
Abstract:
American policy in the Middle East is based on outdated assumptions. There are at least four novel elements in or impacting the Middle East that require an adjustment in strategy: North American Oil Independence: The United States no longer relies on the Middle East for its supply of energy and could choose to act without that significant tie. Rise of China: The People’s Republic of China is now a near-peer to the United States and is taking steps to protect its own interests in the Middle East. Diminishing Conventional Threats to Israel: All conceivable regional enemies are now peace signatories, wrestling with internal instability, or both. Unconventional threats continue to challenge Israel’s security, but a ground invasion is now a remote possibility. Rise of Sub-State Actors: In addition to widely recognized terror and insurgent groups, other actors, such as financial firms, technology firms, and private military firms, interact with power that rivals that of weak states. These new factors—alone and in concert—make legacy strategies at least suboptimal, if not unsuitable. Today’s Middle East exhibits very different characteristics than that of the Middle East of the past century. An acceptable and suitable strategy must incorporate these new data points.
Topic:
Foreign Policy, Oil, Non State Actors, Geopolitics, and Strategic Competition
Political Geography:
China, Middle East, Israel, North America, and United States of America