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1521. On Dangerous Ground: America’s Century in the South China Sea

Author:
Gregory Poling, Anne Marie Murphy, Andrew J. Nathan, and Thomas J. Christensen
Publication Date:
11-2022
Content Type:
Video
Institution:
Weatherhead East Asian Institute, Columbia University
Abstract:
A robust yet accessible history of US involvement in the world's most dangerous waterway, and a guide for what to do about it. Lamentations that the United States is "losing" the South China Sea to China are now common. China has rapidly militarized islands and reefs, projects power across the disputed waterway, and freely harasses US allies and partners. The US has been unable to halt these processes or convince Beijing to respect the rights of smaller neighbors. But what exactly would "losing" mean? In On Dangerous Ground, Gregory B. Poling evaluates US interests in the world's most complex and dangerous maritime disputes by examining more than a century of American involvement in the South China Sea. He focuses on how the disputes there intersected and eventually intertwined with the longstanding US commitment to freedom of the seas and its evolving alliance network in Asia. He shows that these abiding national interests—defense of maritime rights and commitment to allies, particularly the Philippines—have repeatedly pulled US attention to the South China Sea. Understanding how and why is critical if the US and its allies hope to chart a course through the increasingly fraught disputes, while facing a more assertive, more capable, and far less compromising China. With an emphasis on decisions made not just in Washington and Beijing, but also in Manila and other Southeast Asian capitals, On Dangerous Ground seeks to correct the record and balance the China-centric narrative that has come to dominate the issue. It not only provides the most comprehensive account yet of America's history in the South China Sea, but it also demonstrates how that history should inform US national security policy in one of the most important waterways in the world.
Topic:
Foreign Policy, National Security, Territorial Disputes, and Maritime
Political Geography:
China, Asia, United States of America, and South China Sea

1522. Software Power The Economic and Geopolitical Implications of Open Source Software

Author:
Alice Pannier
Publication Date:
12-2022
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
Open source plays a central role in software development, both in parallel with proprietary software and increasingly intertwined with it. It has become a major factor for companies’ innovation processes and for the success and popularity of their products. For users, using open source software can alleviate risks stemming from proprietary solutions, including data privacy concerns or trade restrictions. Beyond that, open source is the foundation of critical software bricks and Internet languages and protocols. However, open source is a victim of its own success. It suffers of a lack of resources dedicated to the maintenance of open source components, even though vulnerabilities in open source code can have serious consequences, as illustrated by the Log4Shell vulnerability in December 2021. For these reasons, private companies are investing ever more money and human resources in the development and maintenance of open source software, and acquiring structuring roles in the governance of the ecosystem. This support, however, is not without risk for the open source ecosystem, which is increasingly shaped by the private interests of Big Tech companies. Meanwhile, governments are getting increasingly concerned with the cybersecurity implications of open source software, and with risks not only of accidental vulnerabilities, but also manipulation of codes by criminals and foreign agents. The interest of governments in open source is not new, but it is evolving: governments are no longer only seeking to adopt open source or to develop software solutions, but also to contribute to the financing or even the governance of open source ecosystems, at the national and/or global level. An analysis of the United States, Chinese and European cases show that government involvement in open source is not only pragmatic; it is increasingly politicized, and serves to uphold governments’ ambitions for national security, international influence, or digital sovereignty. The study highlights the dilemmas that emerge, for public authorities, from the tensions between the desire to secure universally used, critical open source components, the desire to develop “sovereign” technologies, and the risk of encroaching on the horizontal and decentralized functioning of open source.
Topic:
European Union, Cybersecurity, Geopolitics, Economy, Software, and Open Source
Political Geography:
China, Europe, and United States of America

1523. Military Stockpiles: A Life-Insurance Policy in a High-Intensity Conflict?

Author:
Léo Péria-Peigné
Publication Date:
12-2022
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
For the first time after thirty years of budgetary restriction, European armies must face a high-intensity conflict involving heavy human and material losses. Having run down their military stockpiles to the bare minimum, supporting Ukraine has taken a heavy toll on their operational inventory; as modern operational inventories are limited, much decommissioned and older equipment has also been donated. Russia too has mobilized its extensive military stockpiles, inherited from the USSR, to maintain its combat capability after the initial failure of its “special military operation”. Russian efforts to retrofit older systems have also intensified as production of modern equipment has stalled. As a result, we are seeing modern and ancient weapons pitted against each other in Ukraine. This situation raises questions about France’s military storage strategy and prompts comparisons with those of other nations. US forces have kept a significant proportion of their Cold War arsenal in working condition, using it as a valuable commercial, diplomatic, and military asset. This arsenal also allows the United States to dominate the second-hand weapons market as it can supply cheap and almost immediately available systems. In Russia, despite an apparent modernization process, military power still relies on Soviet-era stocks of vehicles and weapons. For the Russian navy, modernization of old hulls is a way to compensate for the slow production of modern ships. Chinese armed forces are being modernized and rationalized: substantial quantities of older equipment could therefore become available before 2030, a potential asset for Chinese diplomacy. In Europe, military stockpiling strategies diverge along a rough east–west line. Western powers such as the United Kingdom and France chose quality over quantity, while Eastern ones, closer to the Russian threat, try to maintain large volumes while also modernizing their equipment. While the war in Ukraine may prompt Western nations to begin a reinforcement program, Eastern European countries such as Poland had already begun their own before 2014 and the Crimea crisis. After the 2015 terrorist attacks in Paris, France began to restore its military means and budgets, but the overall size of its armed forces is still inadequate to face a high-intensity conflict. The professionalization of the armed forces, the 2008 financial crisis, and budget cuts progressively led to the practice of stockpiling being replaced with a generalized “just-in-time” approach, to reduce infrastructure needs and costs more broadly. French armed forces had to make tough choices with their limited budgets, keeping what was immediately useful to their current missions and abandoning what was not. Operations in Africa and the Middle East and anti-terrorist operations in French cities absorbed considerable budgets, while specialized military units and infrastructure necessary to maintain stocks required for high-intensity conflicts were disbanded. Several initiatives and processes are at work to restore minimum storage capabilities, but a relevant stockpiling strategy, in line with France’s resources and strategic context, is still far off. The French army is building several military reserve units that could drive greater retention of older equipment and vehicles, although compatibility issues with more recent models may arise. As storing combat aircraft would be far too costly, the French Air and Space Force is trying to optimize the availability of its fleet, especially through a new approach to private industry partners in maintenance and training. The French navy has initiated a reform and rationalization process of its spare-parts-storage policy to optimize the availability of its ships as well as their capabilities. A coherent equipment reserve and stockpiling program is an essential component of a military driven by a clear strategic framework. However, in the French case, this strategy is currently being pulled in two directions: between the probable end of expeditionary operations in Africa and the Middle East, and the likelihood of a high-intensity conflict. The whole French stockpiling approach cannot be based entirely on the experience in Ukraine, and it is therefore necessary to evaluate multiple probable scenarios to develop relevant recommendations. A conflict in Eastern Europe fought by a coalition differs from one led by Europe without US support, or from a major crisis in the French territories of the Pacific or Indian Ocean. Moreover, recommendations must reflect military realities, as French resources are limited and would not allow for the creation of a reserve stock strategy similar to that of the United States. To support an allied nation under attack, the French army would need a much expanded ammunition stockpile. Similarly, the French air force lacks advanced munitions, while the French navy needs to rebuild a support fleet sufficient to enable combat operations far away from the French mainland and infrastructure.
Topic:
Defense Policy, Conflict, Industry, and Armament
Political Geography:
Russia, Europe, France, and United States of America

1524. Neither Surveillance Nor Algorithm-driven Consumerism: Toward an Alternative European Model for Smart Cities

Author:
Jacques Priol and Joé Vincent-Galtié
Publication Date:
11-2022
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
Smart city projects take many forms, ranging from the installation of connected street lights to total initiatives such as The Line – the gargantuan and futuristic project carried out by Saudi Arabia. In one form or another, these initiatives are multiplying, guided by the objectives of efficiency and the improvement of public policies. What they have in common is that they mobilize various digital tools and use data to develop and manage public services. As they are exported, these projects also become levers for international influence. Where does Europe stand on this spectrum? While many smart territory projects have already been implemented on the continent, Europe is still looking for its own model. Two models are unanimously rejected: the one promoted by China, and the one implemented by certain North American cities. The first subordinates the smart city to security and social control imperatives and contributes to the constant surveillance of the population. In contrast to this model, which is primarily concerned with control and surveillance on behalf of the State, the Californian-inspired North American model is criticized for its massive use of personal data, which is collected and used by private actors. Users are alarmed by the potential use of this data for commercial purposes and denounce the replacement of democratic decision-making by automated tools. From there, developing a European model requires taking these pitfalls into account and respecting both the issues related to privacy protection and the maintenance of open and democratic procedures. Europe can rely on an ambitious regulatory framework, capable of encouraging the development of smart cities in its territory. This framework can also be a real asset for exporting its model to other continents. European initiatives in the field of smart cities are also part of efforts to promote digital sovereignty. In this respect, matters of standardization, interoperability and infrastructure are at the heart of the debate and must be fully integrated into the projects implemented. They are also subject to intense international competition.
Topic:
Infrastructure, Governance, Geopolitics, Urban, Smart Cities, and Data
Political Geography:
China, Europe, and United States of America

1525. The Pacific caught in the World Wide Web? Geopolitics of submarine cables in Oceania

Author:
Camille Morel
Publication Date:
09-2022
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
This article provides a review of the digital connectivity of the Pacific Islands nations (Polynesia, Melanesia, and Micronesia) and the main challenges and prospects arising from it, at a time when the submarine cable market is undergoing profound change and a growing politicization of this technology on the international scene. In 2022, the 450 fiber-optic cables stretching across the world’s seabed carry more than 98 percent of international data and have become essential to the proper functioning of our societies. Submarine cable connection is all the more important to the geographically isolated Pacific islands because it enables them to digitize various sectors of the economy and society (industry, education, health, etc.) and to maintain a virtual link to the rest of the world. When a submarine cable is disabled, satellite links cannot completely offset this loss. The topic of submarine cables in Oceania is inextricably tied up with the geopolitics of the Indo-Pacific and rivalries between powers. Because of the long distances separating them from the rest of the world and the high cost of cables, the island territories of the Pacific are more liable to be dependent on other countries and subject to outside influence. Cables are also involved in the escalation of maritime competition between states, in a context of military, economic, demographic, and environmental issues, including seabed warfare. Against the backdrop of growing connectivity in the Pacific region since 2011 and the rise of China, the Pacific Ocean has become one of the three main routes for data in the twenty-first century. Within the region, the insular Pacific has several distinguishing features: Because of its particular geography, it appears under-meshed compared with the northern trans-Pacific route and the inter-Asia links. It looks more like a transit zone than a genuine space for investment. Its ecosystem and the methods used by public and private actors to commission, manage, and operate submarine links in the region have been adapted to local constraints and challenges. The main winners in this scenario are Australia and the United States, while the main loser is China, whose growing ambitions in the region are continuously thwarted. As a stage for Sino-American rivalry, the insular Pacific has to adapt to circumvent political difficulties and respond to its population’s urgent need for digital resilience. This challenge seems likely to result in a number of alternative cable projects emerging, offering new opportunities in the digital domain.
Topic:
Science and Technology, Geopolitics, and Connectivity
Political Geography:
Japan, China, Australia, United States of America, and Pacific Ocean

1526. Fishing for Chips: Assessing the EU Chips Act

Author:
Niclas Poitiers and Pauline Weil
Publication Date:
07-2022
Content Type:
Policy Brief
Institution:
Institut français des relations internationales (IFRI)
Abstract:
China, the United States, and the European Union (EU) are currently developing strategies for semiconductors aimed at financing R&D and the installation of new factories on their territories, in particular through subsidies. The EU Chips Act, announced in February 2022, represents a real break in Europe's industrial policy. Key Takeaways: Drawing lessons from the ongoing shortages in chip supply, the United States, China, and the European Union are adopting industrial policies in the semiconductor sector in search for supply chain security and economic and technological competitiveness. The EU Chips Act in particular represents a notable shift from a long-held opposition to industrial subsidies seen as detrimental to international competition. The proposal will support R&D in Europe, provide a legal basis for EU member states to use subsidize domestic semiconductor manufacturing, and facilitate trade measures to intervene in the supply chain in times of crisis. This new global subsidy race to build foundries carries the risks of channeling billions in public funds into unprofitable investments, due to the complexity of semiconductor production and risks of overcapacity in certain segments. To avoid that, cooperation with like-minded partners of the EU, especially the US, appears necessary but still needs to be worked out.
Topic:
Industrial Policy, Digital Policy, Value Chains, and Semiconductors
Political Geography:
China, Europe, and United States of America

1527. Chinese Nuclear Force Modernization and Doctrinal Change

Author:
Nicola Leveringhaus
Publication Date:
08-2022
Content Type:
Policy Brief
Institution:
Institut français des relations internationales (IFRI)
Abstract:
Dating back to the first test in 1964, the Chinese nuclear force modernization process is motivated by other nuclear powers’ modernization across the years, mostly from the United States and the Soviet Union, but also by domestic factors such as economic debates and tensions in the scientific community. China Nuclear Force Modernization and Doctrinal Change Download 0.63 Mo At first, technical difficulties and a greater investment in conventional forces prevented the development of a ‘lean and effective arsenal’. However, the end of the Cold War and better economic conditions allowed China to improve its weapons toward a greater duality and mobility, thus reflecting the first tensions between the Chinese no-first-use doctrine and its growing technical capabilities and ambitions. Nowadays, the Chinese nuclear arsenal is bigger than ever, ranking third in size amongst nuclear global powers and with an estimated 1,000 warheads in 2030. The weapons’ efficiency is also reportedly higher, aiming at a fully functioning triad. Furthermore, doctrinal debates are still ongoing, with potential consequences on arms control and risk management.
Topic:
Arms Control and Proliferation, Nuclear Weapons, Nonproliferation, Deterrence, and Modernization
Political Geography:
China and United States of America

1528. France and AUKUS: Bouncing Back to Live Up to Pacific Challenges

Author:
Jérémy Bachelier and Celine Pajon
Publication Date:
11-2022
Content Type:
Policy Brief
Institution:
Institut français des relations internationales (IFRI)
Abstract:
Back in September 2021, the announcement of AUKUS – the defense partnership between Australia, the United Kingdom (UK) and the United States (US) was a shock to Paris. Not only it meant the brutal conclusion of a submarine deal signed in 2016, but it also provoked a major breach of confidence in France’s relations with its three key partners – shedding crude light on the divergences of approaches regarding the best way to salvage the rules-based order and address the China challenge. This initiative, intended to be a coordinated response to the Chinese expansion in the Indo-Pacific, called into question France’s strategic positioning in the region. One year after, however, AUKUS does not seem to have marked a major turning point regarding the French strategy in the Indo-Pacific, especially in the Pacific. After an immediate aftershock, France's bilateral relations with Washington, Canberra and to an extent London gradually recovered. Political and strategic discussions at the Shangri-La Dialogue in June 2022, the recent visits of the Australian Prime minister and minister of Defense in France and numerous bilateral calls at the end of Summer between French and Australian political and military leaders have pointed to a positive dynamic for an improved strategic cooperation in the region. Rather than prompting a radical change in the France's Indo-Pacific strategy, AUKUS highlighted a fault line between the strategic/political rhetoric level and the operational level of defense cooperation regarding the French engagement in this region. The multiple maritime security and climate change challenges in the Pacific Islands region require France to cooperate closely with its regional partners, starting with Australia, and continue to promote effective multilateralism. In addition, the growing risks of high-intensity conflicts in the vicinity of the Pacific Islands region, particularly in the Taiwan Strait and/or in the South China Sea, require for France to speed up the strengthening of its interoperability with its regional allies in the coming years and probably to decide on the role it would like to - and be able to - concretely support its own interest and allies.
Topic:
Security, Maritime, AUKUS, and Defense Cooperation
Political Geography:
United Kingdom, France, Australia, United States of America, Pacific Ocean, and Pacific Islands

1529. The United Arab Emirates and Sino-American Competition: Towards a Policy of Non-Alignment?

Author:
Jean-loup Samaan
Publication Date:
12-2022
Content Type:
Policy Brief
Institution:
Institut français des relations internationales (IFRI)
Abstract:
In just under five years, the United Arab Emirates (UAE) has accelerated its rapprochement with Xi Jinping’s China, to the point of becoming the first Gulf country to find itself at the heart of the rivalry between Beijing and Washington. Although benefiting from a large US military presence, the UAE has made its partnership with the Chinese regime a new priority that goes beyond energy and trade. Over the past five years, the United Arab Emirates (UAE) has used its economic and strategic rapprochement with China as a tool to diversify its foreign policy. If this Chinese policy of the UAE - which has traditionally been Washington's partner in the region - mirrors the erosion of American influence in the Gulf, the sustainability of Abu Dhabi's strategy should be questioned. Despite its aspirations for strategic autonomy, the UAE remains heavily dependent on US security guarantees, meaning that tensions between Washington and Abu Dhabi over its growing partnership with Beijing in sensitive areas (5G network, defence cooperation) could undermine its security foundations. While the energy crisis ensuing from the war in Ukraine allows the Gulf oil-producing countries to be in a powerful position vis-à-vis Western consumers, Abu Dhabi now seems determined to maintain its balancing act between Washington and Beijing.
Topic:
Foreign Policy, Diplomacy, Geopolitics, and Strategic Competition
Political Geography:
China, United Arab Emirates, United States of America, and Gulf Nations

1530. “Open” Telecom Networks (Open RAN): Towards a Reconfiguration of International Competition in 5G?

Author:
Mathilde Velliet
Publication Date:
10-2022
Content Type:
Working Paper
Institution:
Institut français des relations internationales (IFRI)
Abstract:
In line with the anti-Huawei diplomatic campaign of the Trump and Biden administrations, the United States has promoted an alternative: Open RAN, a concept defined by "open" network architectures. At the intersection of 5G geopolitics and standards, what risks and opportunities does Open RAN present for European technological sovereignty? The Radio Access Network (RAN) is the radio part of a mobile telecommunications system that enables the connection between a mobile device (such as a phone or computer) and the core network. While traditionally a single vendor (such as Huawei, Ericsson, or Nokia) provides a “proprietary” or “closed” solution for this part of the network, Open RAN (Open Radio Access Network) is a concept describing disaggregated architectures that divide the RAN into several bricks connected by open interfaces. The objective is to allow the operator to buy these hardware and software bricks from various suppliers, and to choose freely the most suitable option for each part. In the current context of a concentrated 5G market, dominated by three major manufacturers and even facing the risk of an Ericsson-Nokia duopoly with the exclusion of Huawei from many countries, telecom operators emphasize the flexibility and diversification of suppliers allowed by Open RAN, which would allow both more innovation and cost reduction. In line with its diplomatic campaign against “unreliable” Chinese suppliers, the United States has actively promoted Open RAN as an alternative. However, Open RAN seems far from being a panacea for Europe: in addition to the difficulties that remain in terms of maturity, security, performance and transparency of the specification process, it risks increasing European dependence on foreign suppliers. Although Huawei is not part of the international bodies working on Open RAN (such as the Telecom Infra Project or the O-RAN Alliance), many companies close to the Chinese political and military authorities are. Beyond the question of supplier security, American lobbying is linked to the commercial opportunity that Open RAN represents for American companies, currently leaders in the cloud, software and generic hardware components…even though they do not have a major 5G champion. Open RAN is therefore an issue at the crossroads of the geopolitics of 5G and standards, to which the European Union is beginning to provide a common political and analytical response, despite the diversity of positions among member states.
Topic:
5G, Telecommunications, and International Competition
Political Geography:
China, Europe, Asia, and United States of America

1531. Assessing U.S. Options for the Future of the ICBM Force

Author:
Toby Dalton, Megan Dubois, Natalie Montoya, Ankit Panda, and George Perkovich
Publication Date:
09-2022
Content Type:
Working Paper
Institution:
Carnegie Endowment for International Peace
Abstract:
Our task was to consider the relative risks and benefits of options for the future U.S. intercontinental ballistic missile (ICBM) force. Our task was not to assess whether the United States should deploy ICBMs at all or change its nuclear strategy and doctrine. In our work, we engaged former officials from Democratic and Republican administrations, nuclear policy specialists from universities and defense and arms control think tanks, and senior military officers, as well as other representatives of combatant commands and the Office of the Secretary of Defense. The current policy, established following a 2014 Analysis of Alternatives (AOA), is to replace the Minuteman III system with a new Ground Based Strategic Deterrent (GBSD) system, now named the LGM-35A Sentinel. Some observers, including members of Congress, have urged reassessing whether deterrence and other requirements could be met more cost-effectively by extending the life of the current Minuteman III missiles and their supporting infrastructure. Department of Defense (DOD) officials note that upgrades that otherwise would have been necessary to sustain the Minuteman III system to 2043 were not undertaken once the decision was made in 2015 to proceed with GBSD. Therefore, they insist, there is no realistic option today to pursue a life extension program for Minuteman III missiles beyond 2030, when they are due to be replaced by GBSD. Although we received considerable data from DOD officials on these topics, the iterative process through which we received information, the unclassified nature of our study, and the limited time available for investigating DOD conclusions left us unable to assess the DOD’s position regarding the technical and cost feasibility of an extended Minuteman III alternative to GBSD. To strengthen public confidence in its decisionmaking on the future ICBM, we believe the DOD should commission an independent, classified technical study (with an unclassified version) to address outstanding questions relating to the options and timelines in the 2014 Analysis of Alternatives, cost estimates, procurement decisions, and adversary threats to future silo-based ICBMs. One of the most salient issues that surfaced in our study is the projected medium-term increase in the vulnerability of silo-based ICBMs to attack by precision conventional weapons. A non-nuclear attack on U.S. nuclear-armed ICBMs would confront the president with the choice of initiating in response what could be a large-scale nuclear attack on adversary homelands (either by launching U.S. ICBMs before they were destroyed or by using other nuclear forces). This threat is likely to materialize well before the notional GBSD service life expiration in 2075. We believe this issue deserves more debate, as it may raise questions about the declining strategic value of a long-term commitment to silo-based nuclear-armed ICBMs inherent in the decision to proceed with GBSD. Our discussions and research also explored issues that senior leaders, including the president, should consider regarding any silo-based ICBM system that the United States would deploy, today and in the future. These include allocating forces to simultaneously deter Russia (possibly in the absence of nuclear arms control, if occurring after the New Strategic Arms Reduction Treaty, or New START, expires in 2026) and a more nuclear-capable China from escalating regional conflicts; confronting possible risks posed by ICBMs overflying Russia to target China; building allies’ confidence in U.S. extended nuclear deterrence; mitigating risks of launch under attack scenarios; and facilitating the negotiation of verifiable nuclear arms control agreements with Russia and China. Consideration of these challenges and issues will be especially important in fashioning the Employment Guidance that will follow from the Nuclear Posture Review.
Topic:
Defense Policy, Nuclear Weapons, Weapons, and ICBM
Political Geography:
North America and United States of America

1532. Five Strategies to Support U.S. Democracy

Author:
Rachel Kleinfeld
Publication Date:
09-2022
Content Type:
Working Paper
Institution:
Carnegie Endowment for International Peace
Abstract:
American democracy is at a dangerous inflection point. The moment requires a step-change in strategy and support. Without such momentum, the country faces a democratic setback potentially as serious as the ones already occurring in India and Hungary (both now ranked only “partially free” by Freedom House) and the nearly one-hundred-year reversal that occurred following America’s Reconstruction era. Many Americans view this moment with concern, but their worry is measured: America’s system is creaky, but the world’s oldest democracy has strong institutions and will pull through. However, since the end of the Cold War, most democratic failure globally has been caused by elected governments using legal methods, such as gerrymandering and technical rule changes, to derail democracy. Their destructions of their own democracies have been supported by pluralities or majorities of their citizenries, whose polarization leads them to back policies that harm democracy to ensure their side prevails. America is on precisely this path. The age and consolidation of U.S. democracy provides resilience—but Americans should not expect too much from the country’s historical strength. Many of the laws that form institutional guardrails were written poorly in the aftermath of the Civil War, with loopholes that are easily challenged given a lack of precedent. Moreover, the country’s age means that much of what are presumed to be laws and institutions are, in fact, simply norms. These norms are eroding quickly. Other organizations and philanthropists already understand the danger America is in. They are pouring time and money into getting more people to vote, particularly minorities and swing voters, to win back democracy. These efforts are necessary—but not sufficient. America’s democratic decline has accelerated despite record numbers of people, minorities, and swing voters voting. And for those on both sides of the aisle for whom these voting measures are proxies for partisan preferences they believe will save U.S. democracy, democratic decline in many states has accelerated despite Democratic control of both chambers of Congress and the presidency at the national level. The community supporting U.S. democracy needs a better strategy.
Topic:
Democracy, Domestic Politics, and Democratic Backsliding
Political Geography:
North America and United States of America

1533. Russia and India: A New Chapter

Author:
Rajan Menon and Eugene Rumer
Publication Date:
09-2022
Content Type:
Working Paper
Institution:
Carnegie Endowment for International Peace
Abstract:
Russian-Indian relations are undergoing a major change. Throughout the Cold War, the relationship rested on three pillars: Soviet arms sales to India; shared public-sector-heavy economic philosophy and extensive Soviet aid; and the Soviet Union–India vs. United States–Pakistan–China geopolitical alignment. The fall of the Soviet Union, the rise of India and China, the U.S.-China tensions, the deepening of U.S.-India ties, and the Russian-Chinese partnership intensified by Russia’s break with the West and the war against Ukraine have had a profound effect on Russian-Indian relations. Of the three pillars of the Moscow–New Delhi relationship, only one remains: the arms trade. Russia remains a major supplier of weapons to India, and Russian equipment still makes up a vast portion of Indian Armed Forces’ force structure; but Russia is facing competition in the Indian arms market. India’s desire to diversify its supply of weapons and develop its own defense industry has resulted in declining Russian arms deliveries to India in recent years. Russia’s break with the West because of its war against Ukraine has accelerated its pivot toward China. Against the backdrop of U.S.-China and China-India tensions, Russia’s position as China’s junior partner will make it harder for Russia to preserve partnership with India. Moscow’s leverage versus both New Delhi and Beijing is shrinking as they have greater capabilities of their own than they had previously and have new partners that offer more than Russia. Still, the Russian-Indian partnership will continue. For India, Russia remains an important supplier of weapons and, most recently, oil. India has not joined the West’s sanctions on Russia. By doing so, it has demonstrated its independent foreign policy. For Russia, India is an important market for arms and oil. The Indian-U.S. security relationship is relatively new, whereas India-Russia ties have endured for over two generations. India has no reason to forsake the benefits of this relationship. Nor does Russia. It has been said that Moscow plays a weak hand well, but sustaining strong security ties with both China and India will become more difficult for it. The question is how China will react to Russian arms sales to India, and what Russia will do if pressed by China to curtail them. For reasons of geographic proximity, economic ties, and personal relations between Presidents Vladimir Putin and Xi Jinping, the odds favor Beijing over New Delhi to have a bigger say in Moscow.
Topic:
Foreign Policy, Cold War, History, Bilateral Relations, Partnerships, Geopolitics, and Russia-Ukraine War
Political Geography:
Russia, South Asia, Eurasia, Ukraine, India, and United States of America

1534. Engaging China on Strategic Stability and Mutual Vulnerability

Author:
George Perkovich
Publication Date:
10-2022
Content Type:
Working Paper
Institution:
Carnegie Endowment for International Peace
Abstract:
The United States and Chinese governments, for the foreseeable future, will have the resources to keep each other’s societies vulnerable to nuclear mass destruction. If these governments are not self-destructive, they will want to keep their competition from escalating into armed conflict that could lead to nuclear war. The constructs of strategic stability and mutual vulnerability can help significantly if both governments embrace them and interpret them similarly or even if the leaders of the two countries accurately understand how they differ in their perspectives on them. Unfortunately, to date, on these issues the United States and China are like a quarrelling married couple who tried therapy for one or two appointments, found it dissatisfying, and then alternated in making excuses for not trying again, perhaps with a different therapist or format. Each says they have tried and the other doesn’t listen or understand. Both suspect that the other isn’t saying what they really feel or want; what they really feel is hostility and distrust and what they really want is to get richer and more powerful without being hassled or attacked. It would be easier if they could just go their separate ways, but the property and wealth they depend on will be lost (or at least severely diminished) if they split up or do each other harm. This paper suggests that U.S. and allied interests require persistence in inviting China to dialogue on strategic stability; to demonstrate goodwill, the United States should acknowledge mutual vulnerability as a fact and necessary policy. The need for both moves is reflected in the fact that neither government has defined what it might mean by stability or mutual vulnerability. To help test intentions and prompt harder thinking, the paper plays the role of therapist and offers definitions of both concepts—strategic stability and mutual vulnerability—so that the two sides can critique them more freely and without recrimination. These definitions are broader and deeper than usual, reflecting the growing problem of managing escalation of conventional conflict to nuclear war, the scenario that drives U.S. and Chinese concerns and military posturing. Further, broader definitions are necessary to comprehend the dangers stemming from the entanglement of conventional, cyber, and nuclear weapons and command and control systems. The paper then sketches four benefits of declaring mutual vulnerability, contrary to opponents of the idea, before discussing steps that the United States and China could subsequently take to reflect and build each other’s confidence in such a policy. Finally, if perceived U.S. requirements in the future will be greater than the arsenal needed to deter or defeat Russia or China alone, how will Russia and China be persuaded not to try to build up to balance the additional U.S. force? In other words, if the United States is in two separate but interacting arms races (and deterrence relationships), how could each opponent (China and Russia) be persuaded to negotiate limits on their arsenal lower than the total the United States would insist on possessing to deter two nuclear opponents? Answers to these questions will affect strategic stability and mutual vulnerability of all parties but will take a long time to develop. To begin the process, the paper suggests asking Chinese leaders whether their silence on Putin’s nuclear first-use threats means that China has changed its own policy on nuclear use or that it never took a no-first-use policy seriously in the first place. Is China concerned that the capabilities that the United States and its allies may develop to strengthen defenses against Russia could be used against China too, and if so, might arms control be a wiser approach? Ultimately, the paper suggests that if China and the United States can sustain a process of serious dialogue, they will keep their relationship from worsening even if they cannot formally restrain their competition. And if dialogue leads one to ask the other for deeds to demonstrate goodwill, the paper has suggested some such deeds that could be undertaken with no security hazard and only slight political risk. No one should have the illusion that happiness is in this couple’s future. All this work would be to allow a nonviolent cohabitation that is better than the alternative of destitute divorce or murder-suicide.
Topic:
Government, Nuclear Weapons, Strategic Stability, and Vulnerability
Political Geography:
China, Asia, North America, and United States of America

1535. After the CHIPS Act: The Limits of Reshoring and Next Steps for U.S. Semiconductor Policy

Author:
Vishnu Kannan and Jacob Feldgoise
Publication Date:
11-2022
Content Type:
Working Paper
Institution:
Carnegie Endowment for International Peace
Abstract:
The U.S. Congress’s recent success in passing the CHIPS and Science Act (informally the CHIPS Act) shows that legislators are united on one point: the United States needs to manufacture more semiconductors at home. This idea gained traction during the worst days of the coronavirus pandemic, when global shortages of semiconductors halted the manufacturing of automobiles, traditional consumer electronics, and other products that use semiconductors, such as household appliances.1 As demand for these products soared during the pandemic, the world experienced painful price inflation, which amplified the acute geopolitical tensions between the United States and China.2 U.S. policymakers, already worried that dependence on Taiwan for the most sophisticated semiconductors could imperil national security and economic security, saw an urgent need to act.3 And together, rising prices and geopolitical competition underscored the need to invest in domestic economic revitalization. The CHIPS Act’s $52.7 billion investment in domestic semiconductor manufacturing (see table 1) aims to fulfill three main objectives: 1) reduce the likelihood that shocks abroad might disrupt the supply of chips, 2) boost American international economic competitiveness and create domestic jobs, and 3) protect semiconductors from being sabotaged in the manufacturing process. This paper argues that the CHIPS Act, by itself, will not fully accomplish any of these goals. The act is a major step forward, but it leaves multiple gaps that require additional government action.
Topic:
Industrial Policy, Legislation, Trade, and Semiconductors
Political Geography:
North America and United States of America

1536. Networks and Competitive Advantage in a Contested World

Author:
Jennifer Kavanagh
Publication Date:
11-2022
Content Type:
Working Paper
Institution:
Carnegie Endowment for International Peace
Abstract:
In an increasingly multipolar world and amid challenges from China, Russia, and elsewhere, the United States faces a complex set of foreign policy demands and the real risk of becoming overextended. Networks—of states, businesses, and individuals—offer policymakers a way to prioritize and reduce global commitments while advancing core U.S. interests. Leveraging the right networks in the right ways can extend U.S. influence, support the economic and physical security of Americans, and compete with adversaries at sustainable cost. Today’s policymakers understand the power of networks but need more guidance on how to build and employ them as tools of competition in a contested world rather than a world of open borders and markets. Influence networks—networks primed to spread and amplify U.S. power, enhance U.S. competitiveness, and protect national interests—have three characteristics. They are attraction networks, organized around places and issues where countries and corporations are already interacting, meeting common needs with customized resources. China’s Belt and Road Initiative (BRI), for instance, is organized around a shared need for infrastructure across the Global South and embeds Chinese influence by tailoring agreements to each partner’s local conditions. The United States has used attraction effectively in the F-35 Joint Strike Fighter program, but most U.S. foreign investment has been centralized and top-down. They are gated networks with clear criteria for entry, access, and exit. Gates capture network power and direct it toward specific goals. The European Union (EU) has used gated economic markets to build significant regulatory power and geopolitical relevance. The United States has tended toward universalism but employs gates in some security networks, like the North Atlantic Treaty Organization (NATO), and is turning toward gates in economic networks with friendshoring initiatives in some industries. Finally, they are distributed networks that have robust ties between members throughout the network, allowing influence to flow quickly along more pathways and facilitating collective action. The United States has often relied on less resilient hub-and-spoke networks to retain control. U.S. Indo-Pacific security alliances are hub-and-spoke, while NATO is more distributed, enabling more rapid, coordinated responses and wider spread of U.S. influence. Networks with these characteristics can help policymakers tackle their hardest problems. For example, better use of influence networks can support U.S. efforts to prioritize and fully resource the more significant challenge posed by China by pushing forward changes that advance European security autonomy and by building and mobilizing needed, distributed networks in the Indo-Pacific theater. Influence networks can inform U.S. strategies for building ties to hedging states that offer access to key resources or strategic locations—for example, by focusing on shared local needs of potential partners and U.S. comparative advantages and by creating distributed business or civil society partnerships. Finally, influence networks provide ways to approach the Russia-China relationship that support U.S. security and economic interests, including avoiding the isolation of either. These examples begin to illustrate how influence networks can improve U.S. strategies toward foreign policy challenges by offering policymakers a way to prioritize commitments, capitalize on U.S. strengths, and avoid overextension that harms U.S. interests. Additional exploration and application of these networks will investigate these and other foreign policy challenges in more depth.
Topic:
Foreign Policy, Networks, Strategic Competition, and Multipolarity
Political Geography:
Russia, China, and United States of America

1537. The American Multi-Domain Operation as a response to the Russian concept of New Generation Warfare

Author:
Tomasz Wójtowicz
Publication Date:
09-2022
Content Type:
Journal Article
Journal:
Nowa Polityka Wschodnia
Institution:
Faculty of Political Science and International Studies, Nicolaus Copernicus University in Toruń
Abstract:
America’s unipolar balance of power created after the end of the Cold War is inevitably coming to an end. The dynamic economic growth of the People’s Republic of China, lasting uninterruptedly since the 1980s, the reconstruction of spheres of influence by the Russian Federation, the world war on terrorism with the accompanying costly wars in Iraq and Afghanistan, economic crises systematically weakening the economies of Western countries in 2001, 2007 and 2020, and the COVID-19 pandemic – these are just some of the many causes of geopolitical changes. Parallel to the weakening position of the United States, countries such as the Russian Federation are increasingly boldly challenging the current balance of power, provoking armed conflicts and destabilizing countries located in Central and Eastern Europe. The purpose of this article is to present the American Multi-Domain Operation concept as a response to the Russian concept of new generation warfare by which the country successfully led to the annexation of Crimea, the war in Donbas, and the political destabilization of Ukraine. The main research problem resulting from the assumed goal was to answer the following question: what is a Multi-Domain Operation and how do the United States intend to compete and win in the armed conflict taking place in Central and Eastern Europe with the Russian Federation? The following research methods were used to solve the research problems: the method of cause-effect and institutional-legal analysis, method of examining documents, and the method of analysis and criticism of literature. The monographic and comparative methods were also used. However, the main role was played by deductive reasoning which enables the identification of facts based on an in-depth analysis of source data. Taking into account the preliminary research, the author proposed the following research hypothesis: a Multi-Domain Operation is another American operational concept describing the security environment, and the Russian and American way of war. The USA will achieve victory in a possible armed conflict by locating and neutralizing the enemy’s anti-access – area denial capabilities, and then destroying its forces in the disputed area.
Topic:
Power Politics, Conflict, Multipolarity, Russia-Ukraine War, and New Generation Warfare
Political Geography:
Russia, Eurasia, North America, and United States of America

1538. Hurricane Ian Highlights the Devastating Effects of the U.S. Blockade on Cuba

Author:
Mikael Wolfe
Publication Date:
11-2022
Content Type:
Commentary and Analysis
Institution:
The North American Congress on Latin America (NACLA)
Abstract:
As Cuba reels from the ongoing effects of Hurricane Ian, a Havana-based Cuban scholar explains how the U.S. blockade has hampered Cuba’s recovery from Hurricane Ian and fuels ongoing mass emigration.
Topic:
Migration, Natural Disasters, Bilateral Relations, Sanctions, Hurricane, and Blockade
Political Geography:
Cuba, Latin America, Caribbean, and United States of America

1539. El Salvador’s Slide Toward Authoritarianism

Author:
Jonathan Ng
Publication Date:
11-2022
Content Type:
Commentary and Analysis
Institution:
The North American Congress on Latin America (NACLA)
Abstract:
Three decades of U.S. intervention and opposition policies have helped Nayib Bukele monopolize power.
Topic:
Foreign Policy, Authoritarianism, and Intervention
Political Geography:
Latin America, Central America, El Salvador, and United States of America

1540. From the Capitol Riot to the Midterms: Shifts in American Far-Right Mobilization Between 2021 and 2022

Author:
Roudabeh Kishi
Publication Date:
12-2022
Content Type:
Commentary and Analysis
Institution:
Armed Conflict Location & Event Data Project (ACLED)
Abstract:
After the attack on the Capitol in January 2021 and through the November 2022 midterm elections, far-right mobilization has only continued to evolve in the United States. Currently, far-right activity in 2022 is on track to exceed the level of activity reported in 2021, driven by a significant uptick in white nationalist, white supremacist, and anti-LGBT+ organizing around the country. This report analyzes shifts in the drivers of far-right mobilization over the course of the year, with a focus on how these drivers shaped the activities of armed militias and violent groups like the Proud Boys in states with contentious elections, as well as a look at trends to watch ahead of the 2024 campaign season.
Topic:
Domestic Politics, LGBT+, Far Right, White Supremacy, and January 6
Political Geography:
Canada, North America, and United States of America