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11. Lebanon and the Regional Conflict

Author:
Arab Barometer
Publication Date:
04-2026
Content Type:
Special Report
Institution:
Arab Barometer
Abstract:
Before Israel’s recent airstrikes and ground invasion in southern Lebanon as part of the widening regional war centered on Iran and its proxies, Lebanon was already in a condition of profound structural weakness. A recent survey of 1,200 randomly selected Lebanese citizens conducted by Arab Barometer in partnership with the Middle East Consultation Group of the Munich Security Conference provides key insights into conditions shortly before these recent events. The November 2025 survey presents a picture of a country that remained deeply pessimistic about the economy, distrustful of political institutions, and frustrated by corruption and state failure. Yet it also revealed a limited but important shift: for the first time in many years, Lebanese citizens exhibited greater hope. Compared with a survey conducted in spring of 2024, which was conducted before Israel’s major military campaign that severely weakened Hezbollah, the 2025 survey finds Lebanese were willing to place some confidence in state institutions and the future of their country. The Israeli attacks and ground incursions into Lebanon in March 2026 have displaced hundreds of thousands and turned a substantial share of the country into an active evacuation zone come within this framework. Depending on the exact extent of the current conflict, it is possible that these minor gains will face a major setback. Beyond Israel’s incursions, Lebanon has faced a number of other recent crises. In 2019, Lebanon faced one of the worst economic collapses in modern history. Political stagnation and the entrenched sectarian system resulted in a period where Lebanon lacked a president for more than two years from October 2022 to January 2025. At the same time, Lebanon faced significant challenges from the Syrian crisis next door with well over a million refugees being hosted in the country
Topic:
International Relations, Security, Corruption, Education, Health, Governance, Democracy, Refugees, Economy, Institutions, Armed Conflict, Labor Market, and Political System
Political Geography:
Middle East and Lebanon

12. Palestine 2025: Views on Domestic Challenges and the Palestinian-Israeli Conflict

Author:
Khalil Shikaki
Publication Date:
03-2026
Content Type:
Special Report
Institution:
Arab Barometer
Abstract:
This report is the second in a series covering the results of the ninth Arab Barometer (AB9) survey in Palestine. It presents findings related to three main issues: perceptions of the challenges confronting Palestinians two years after the Gaza war, attitudes toward the Palestinian-Israeli conflict, and perceptions of regional and international actors. AB9 was conducted by the Palestinian Center for Policy and Survey Research (PCPSR) in the West Bank and Gaza Strip between 8 and 26 October 2025. The period preceding the survey witnessed several important developments, including the continuation of the war in the Gaza Strip until a ceasefire was reached two days after fieldwork began. In the West Bank, settler violence and attacks continued against vulnerable and unprotected Palestinian communities, often without intervention by either Palestinian or Israeli police. In some cases, these assaults occurred with complicity or even encouragement from the Israeli government, while the Israeli army provided protection primarily to settlers. The army also imposed closures on Palestinian areas and restricted access to main roads throughout the West Bank. The ceasefire in the Gaza Strip was part of what became known as the 20-point Trump Plan, which made no reference to the situation in the West Bank. The period prior to fieldwork also witnessed a sharp decline in government services due to Israeli punitive measures against the Palestinian Authority (PA), including the seizure of clearance revenues. These measures forced the PA to pay only a portion of public sector salaries and curtailed its ability to provide basic services. Israel also imposed stringent conditions, demanding “reforms” that were widely rejected by Palestinian public opinion, such as changes to school curricula and the halting of payments to the families of prisoners and martyrs.
Topic:
International Relations, Security, Public Opinion, Economy, Survey, and Israeli–Palestinian Conflict
Political Geography:
Middle East, Palestine, and Gaza

13. If China Attacks Taiwan: The Consequences for China of “Minor Conflict” and “Major War” Scenarios

Author:
Bonnie S. Glaser
Publication Date:
01-2026
Content Type:
Special Report
Institution:
German Marshall Fund of the United States (GMFUS)
Abstract:
Research on the possibility and likely outcome of a conflict in the Taiwan Strait has expanded rapidly in recent years. Studies have focused on a broad range of questions related to deterrence, potential conflict dynamics, and possible conflict outcomes. Tabletop exercises have been used to identify gaps in the capabilities of the United States, the People’s Republic of China (PRC), and Taiwan to assess potential escalation pathways and to better understand war termination strategies.1 Comparatively less attention has been devoted to the potential impact of cross-Strait conflict on the PRC itself and how that impact could shape President Xi Jinping’s risk calculus and decision-making about use of force against Taiwan. Xi’s risk calculus is crucial to understanding if and under what circumstances Beijing might take aggressive actions against Taiwan because any such decision would carry profound political, economic, and strategic consequences for the PRC and for him personally. Xi has tied his legitimacy to putting the PRC on an irreversible path toward the “China Dream” of national rejuvenation by 2049 and unifying Taiwan with the motherland is deemed essential to that goal. Yet a military conflict over Taiwan would risk massive economic disruption, catastrophic military losses, significant social unrest, and devastating sanctions, all of which could turn his dream into a nightmare and undermine his political authority. Xi’s calculus must therefore weigh the perceived benefits of using force to achieve unification against the potential costs. The centrality of Xi’s risk calculus to understanding future PRC decision-making about potential actions against Taiwan demands deeper investigation than has taken place so far. This report seeks to fill this research gap by examining how use of force against Taiwan would impact the PRC in four key areas: its economy, its military capabilities, its social stability, and international costs. Each issue set is evaluated in a separate paper, although all four are interrelated, a factor that the report’s conclusion addresses. Logan Wright and Charlie Vest assess potential implications for the PRC economy. Joel Wuthnow analyzes the possible impact on the Chinese military. Sheena Chestnut Greitens and Jake Rinaldi consider the potential risks for social stability. Zack Cooper examines the likely international responses and costs. There is a broad range of possible scenarios for PRC use of force against Taiwan. Potential actions taken by Beijing may vary in terms of intensity and duration. To make comparisons possible across the four papers, the authors were given two baseline scenarios, a limited conflict and a major war. Both are described in detail below. In outlining these scenarios, specific triggers were not established. They would nevertheless be important in determining international responses and subsequently would have implications for the PRC economy and possibly for social stability. Although the absence of a detailed trigger is a limiting factor, in any crisis multiple actors will draw their own conclusions about what sparked the conflict, so perceptions of who was at fault would differ across countries. The authors were also permitted to assess cases situated between a minor conflict and a major war, given that the economic, military, political, and international costs may vary discontinuously across a range of scenarios. All scenarios were assumed to occur between 2026 and 2030. The first scenario that authors assess is a minor conflict lasting several weeks. In this case, PRC ships and aircraft surround Taiwan after a series of deadly air and maritime confrontations between their forces. The People’s Liberation Army (PLA) then attempts to conduct a “quarantine” of major ports in Taiwan. The United States intervenes and its warships escort commercial vessels through the blockade zone without incident. For the purposes of this scenario, dozens of PRC and Taiwan armed forces members are assumed killed in incidents in the air and at sea. There are no losses of foreign personnel. The conflict terminates when both sides agree to de-escalate the situation. This results in a relatively low intensity and short duration conflict. The second scenario that authors were asked to review was a major conflict of several months that ends in a PLA defeat. This conflict starts with an amphibious invasion of Taiwan in which initial PLA missile strikes target Taiwan’s military and US forces in Japan and Guam. PRC forces land on Taiwan but supplies and follow-on forces are hampered by sustained Taiwanese and US strikes on ships and aircraft crossing the Taiwan Strait. After several months of heavy fighting, PRC forces withdraw to the mainland after losing roughly 100,000 personnel. Taiwan suffers approximately 50,000 military casualties and 50,000 civilian casualties. The United States loses 5,000 military members and 1,000 civilians, while Japan loses 1,000 military members and 500 civilians. Beyond this, no substantial foreign losses occur. The conflict terminates when the PLA withdraws from the main island of Taiwan but retains control of the Kinmen and Matsu Islands. The purpose of these scenarios is not to assert that this is how a conflict over Taiwan would play out. The intention is instead to help describe in more detail what the costs would be to the PRC of a failed crossstrait operation. An important caveat is that the authors were asked to make their own assessments of the impact on the PRC in each of the four areas examined. They were not asked to put themselves in Xi’s (or his successor’s) shoes. Xi and his colleagues might underestimate (or overestimate) the costs that the PRC would incur in these scenarios. Even if Beijing anticipates that the costs of taking an action against Taiwan are high, they might proceed despite the perceived risks. National leaders often make choices that overlook high costs if the perceived benefits are high or overridden by political considerations. Xi might conclude that not acting is more costly for him personally than taking a risky action that he believes is necessary to demonstrate resolve. For example, if Xi views a step taken by Taipei as intended to permanently separate it from the PRC, and especially if he judges that Washington supports that goal, he is likely to move against Taiwan even if he expects that the PLA would suffer high casualties in attempting to seize it. Overall, the authors of these essays demonstrate that the costs to the PRC of a failed military operation against Taiwan would be substantial. As noted above, this is not to suggest that Beijing would necessarily be deterred from starting a conflict in the first place. But it would be a mistake to simply assume that the PRC would prevail in a conflict over Taiwan. The history of failed amphibious operations is long, and these essays demonstrate that an unsuccessful PRC-initiated conflict would have severe negative consequences for the country’s economy, military, social stability, and international standing.
Topic:
Security, Foreign Policy, Geopolitics, Armed Conflict, and Threat Assessment
Political Geography:
China, Taiwan, and Asia

14. A Long Time Coming: Europe and India have discovered a strategic partnership

Author:
Garima Mohan
Publication Date:
01-2026
Content Type:
Special Report
Institution:
German Marshall Fund of the United States (GMFUS)
Abstract:
The relationship between Europe and India is on the cusp of change. Later this month, in a historic first, EU Commission President Ursula von der Leyen will serve as guest of honor, a position reserved for India’s top partners, at the country’s Republic Day ceremony. At the subsequent EU-India summit, the two sides are likely to sign a long-elusive free trade agreement (FTA) and an expansive security and defense partnership. They are also expected to announce initiatives designed to boost skilled migration, and to foster cooperation between European and Indian industry to enhance economic security. There are several other positive developments. German Chancellor Friedrich Merz just undertook his first official visit to India, also his first to a non-NATO ally. Accompanied by a substantial business delegation, he secured many agreements on defense industrial cooperation, semiconductors, and critical minerals. Recent German governments have made a point of sending top leadership to India before official visits to China, and Merz’s visit continues that convention. French President Emmanuel Macron is due to follow in February to cement his own country’s ties with New Delhi on emerging technologies, thereby broadening an already substantial and critical strategic partnership. India’s foreign minister, in a breakthrough for India’s small-group diplomacy in Europe, just joined a Weimar Format meeting for the first time. Lastly, Prime Minister Narendra Modi is set to visit the continent in spring for the next India-Nordic summit. For some observers this momentum is the result of the rocky relationships that Europe and India have with the United States. In a world of fractured alliances and partnerships, Europe and India need each other like never before. But the groundwork for their current ties was laid over the last decade. Structural factors such as competition with China, and India’s policy of diversification that led it to focus on ties with the West, have brought them closer and raised bilateral ambitions. The relationship is, however, not without divergences, particularly on approaches to Russia. Based on interviews with policymakers in New Delhi, Paris, Berlin, The Hague, and Brussels, this piece will trace the evolution of the “India agenda” in European foreign policy and lay out Europe’s position among New Delhi’s foreign policy priorities.
Topic:
Security, European Union, Geopolitics, Trade, Transatlantic Relations, and Strategic Partnerships
Political Geography:
Europe, South Asia, and India

15. Conflicts and Trends to Watch in 2026

Author:
Jessica Anania, Vicka Heidt, Anna Tuohey, and Jessica M. Smith
Publication Date:
02-2026
Content Type:
Special Report
Institution:
Georgetown Institute for Women, Peace and Security (GIWPS)
Abstract:
Entering 2026, the global security landscape is defined by record-high levels of armed conflict, democratic backsliding, geopolitical fragmentation, and an accelerating climate crisis—dynamics unfolding alongside unprecedented cuts to foreign aid and development assistance. These converging pressures are reshaping conflict environments in ways that disproportionately endanger women and girls while eroding the systems meant to protect them, even as women remain central actors in humanitarian response, peacebuilding, and civic resistance. Women, Peace and Security: Conflicts and Trends to Watch in 2026 integrates gender-responsive analysis into conflict forecasting by drawing on insights from the Women, Peace and Security Conflict Tracker and expert consultations. This report identifies three cross-cutting trends expected to shape conflict dynamics in the year ahead: the increasing weaponization of hunger as a tactic of conquest and control, with devastating gendered consequences; political transitions that intensify repression, violence, and women’s exclusion at critical decision-making moments; and worsening climate shocks that compound displacement, insecurity, and economic loss for women and girls. The report also profiles 10 settings—Colombia, Ethiopia, Iran, Israel & Palestine, Mali, Pakistan, South Sudan, Sudan, Ukraine, and Venezuela—where these dynamics are likely to be especially acute in 2026. By centering gendered risks as early warning indicators of instability, this report addresses a critical gap in mainstream conflict analysis and offers policymakers, donors, multilateral institutions, and civil society leaders a more inclusive framework for anticipating crises, protecting civilians, and advancing more durable and inclusive peace and security outcomes.
Topic:
Security, Women, Armed Conflict, Inclusion, Democratic Backsliding, Women, Peace, and and Security (WPS)
Political Geography:
Pakistan, Iran, Sudan, Ukraine, Israel, Colombia, Palestine, Venezuela, Ethiopia, Mali, South Sudan, and Global Focus

16. Russia’s Grinding War in Ukraine: Massive Losses and Tiny Gains for a Declining Power

Author:
Seth G. Jones and Riley McCabe
Publication Date:
01-2026
Content Type:
Policy Brief
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
Despite claims of battlefield momentum in Ukraine, the data shows that Russia is paying an extraordinary price for minimal gains and is in decline as a major power. Since February 2022, Russian forces have suffered nearly 1.2 million casualties, more losses than any major power in any war since World War II. At current rates, combined Russian and Ukrainian casualties could reach 2 million by the spring of 2026. After seizing the initiative in 2024, Russian forces have advanced at an average rate of between 15 and 70 meters per day in their most prominent offensives, slower than almost any major offensive campaign in any war in the last century. Meanwhile, Russia’s war economy is under mounting strain, with manufacturing declining, slowing growth of 0.6 percent in 2025, and no globally competitive technology firms to help drive long-term productivity.
Topic:
Security, Defense Policy, Economics, Intelligence, Science and Technology, Armed Conflict, and Russia-Ukraine War
Political Geography:
Russia, Europe, and Ukraine

17. Global Water Bankruptcy: Southeast Asia’s Water Future Is a Peace and Security Issue

Author:
Adam Hansen and Julius Cesar Imperial Trajano
Publication Date:
04-2026
Content Type:
Commentary and Analysis
Institution:
Centre for Non-Traditional Security Studies, S. Rajaratnam School of International Studies
Abstract:
As the world enters an era of water bankruptcy, Southeast Asia faces a future with increased competition over shared water resources. With data centres reliant on water-intensive cooling systems, adding to the region’s drivers of water insecurity, stronger multistakeholder cooperation and confidence-building measures are crucial to reduce tensions and enhance sustainable water management.
Topic:
Security, Natural Resources, Water, Peace, Competition, and Data Centers
Political Geography:
Asia and Southeast Asia

18. Effective Sustainable Development

Author:
Barry Buzan
Publication Date:
04-2026
Content Type:
Commentary and Analysis
Institution:
Centre for Non-Traditional Security Studies, S. Rajaratnam School of International Studies
Abstract:
How can we make the concept of sustainable development more effective? Finding a pathway towards effective sustainable development (ESD) becomes more urgent as global warming specifically, and the Anthropocene crisis generally, intensify. It helps to take a long view of development and its role in global society (the anthroposphere) before focusing on what characteristics ESD needs to have.
Topic:
Security, Climate Change, Anthropocene, and Sustainable Development
Political Geography:
Asia

19. The war in Iran: a test of the Gulf states' economic resilience

Author:
Julia Sochacka
Publication Date:
03-2026
Content Type:
Working Paper
Institution:
The Polish Institute of International Affairs (PISM)
Abstract:
Forecasts of the long-term economic consequences of the war in Iran for the Gulf states are unequivocally negative. The scale of the losses depends on whether the strategies for building economic resilience implemented by these countries can withstand the shock caused by regional destabilisation. Faced with Iran taking control of the Strait of Hormuz, the EU’s top priority in the short term will be to ensure energy security, and in the long term to diversify its economic partnerships.
Topic:
Security, Economics, European Union, Resilience, Energy, and Regional Stability
Political Geography:
Iran, Middle East, and Gulf Nations

20. Hybrid threats: from geopolitics to internal security

Author:
Jean Mafart
Publication Date:
01-2026
Content Type:
Policy Brief
Institution:
Robert Schuman Foundation (RSF)
Abstract:
Although the concept of hybrid threats is now widely accepted despite its rather vague nature, there remains a blind spot in European discussions and strategic thinking: the phenomenon is still rarely addressed from the perspective of internal security policy. It has long been recognised that hybrid threats – whether cyberattacks, arson, disinformation, interference in electoral processes or the exploitation of migration flows – can strike within our borders. The European Union acknowledged this: the Justice and Home Affairs (JHA) committees regularly address the issue and the Commission gives it considerable attention in its internal security strategy of April 2025. In fact, it is mainly on the basis of hybrid threats that the document justifies the proposal to double the staff of Europol. However, the emergence of these threats in the internal security policies of the EU and its Member States raises important questions, both in terms of principles and operations, most of which remain unanswered. It is instructive to browse through the wealth of analytical and policy papers available on hybrid threats: the geopolitical dimension of the phenomenon still predominates, and while authors sometimes address the resilience of European states and societies, there is almost nothing to be found on how to respond to these threats in the context of internal security policy or on the necessary adaptation of the instruments of this policy. In other words, it is as if the concept of hybrid threats, which originally concerned defence and foreign policy circles, had forcefully found its way into European internal security policy and had not yet been fully assimilated into the internal sphere. If we add to this the fact that European internal security policy itself remains little known despite the considerable proportions it has taken on in recent decades, the current state of strategic thinking is not conducive to the consolidation of a strategy to deal with hybrid threats in their internal dimension. However, a strategy of this kind would be very useful, following the example of what has long existed within NATO and the Common Security and Defence Policy (CSDP) for the external dimension: does the issue of hybrid threats, now referred to in every context but without a coherent approach, risk leading European internal security policy astray, diverting it from its primary purpose ? and how can the competences of the Union, its Member States and other actors be harmoniously combined when hybrid threats blur the line between internal and external security, or even between national security – which is in principle the remit of the Member States – and the competences of the Union?
Topic:
Security, NATO, European Union, Geopolitics, and Hybrid Threats
Political Geography:
Europe