A Decade of Enlightenment

Editorial

I want to congratulate the Cairo Review of Global Affairs’s writing and editorial family for our team’s outstanding achievements and stellar performance over the last decade. When I asked former Time Magazine Cairo Bureau Chief and professor of Journalism Scott MacLeod to join me in creating the Cairo Review in 2011, the objective of the journal was to bring a discussion on global affairs to Cairo while ensuring that an international audience could read a vibrant Arab Middle Eastern voice on these issues. I dare say the Cairo Review has succeeded far beyond our expectations. The publication has gained supporters even among skeptics who at the inception of our magazine were doubtful that an English language quarterly from Cairo with a Middle East accent could succeed.

Needless to say, transformative events over the last decade have made discussions on global affairs increasingly topical to our audience and provided much food for thought on how international, regional, and domestic communities engage with each other. Since the early 1990s, some pundits and leaders have questioned the validity and relevance of the post-World War II world order following the end of the Cold War and the emergence of new centers of power. Also, the efficacy of the nation-state system has been critiqued following the emergence of legitimate and illegitimate non-state actors. The forces of globalization have brought tremendous opportunities as well as diverse and complex challenges for individuals, communities, and state institutions. In the past decade, communities have faced the illusive paradox of meeting immediate demands, fulfilling ever-expansive dreams and ambitions, preserving security and stability, and at the same time ensuring good governance. The people of our global village have also had to start learning how to live on finite resources which must be shared and used wisely.

In essence, the paramount challenge of this time is to simultaneously determine our respective identities and embrace a balance of interests which provide the most efficient use of resources without irrevocable ramifications on the quality of life for future generations. Finding a collective response to climate change is one example of this paramount challenge that we as a world society must face.

This search for balance between group/national identity and international interests has found expression in the Middle East in the proliferation of political conflicts, inefficient and unresponsive governance, and huge income discrepancies. Additionally, a substantial Middle Eastern youth bulge has increasingly heightened expectations and shortened the patience of the body politic. The Cairo Review of Global Affairs has covered many of these issues both from a broad public policy perspective and a micro-current events lens. Among the journal’s iconic issues were those published in 2011 which vividly described the yearnings of the Arab street. Our first issue was on the Arab uprisings and was soon followed by an issue on the new world order. Other issues discussed the successes and failures of peacemaking efforts between Arabs and Israelis, including a review of the 1978 Egyptian Israeli Camp David Accords and the Madrid Conference in 1991 on Arab-Israeli peace. Issues on a nuclearized Middle East, the politics of water, energy, and food, and post-conflict reconstruction were rich in helping public policy reflection.

Every country in the Middle East is still searching for its 21st century identity. Many states seem to be torn between the past and the future, but this is not unexpected, especially among communities with long histories.

The non-Arab states in the region remain cognizant of the fact that the Middle East and North Africa is mostly an Arab region. Thus, irrespective of their military power or economic wealth, many of these non-Arab nations are constantly attempting to assert themselves. Meanwhile, the Arab World has been resistant to incremental change. Ironically, change is the only inevitability, if not incremental, then through abrupt disruptions.

Equally challenging is the imbalance of influence and power in the region. Such imbalances have resulted in prolonged political conflict in complete disregard of international law and have fueled adventurous regional policies with hegemonic tendencies, further inciting adversarial attitudes between a significant number of regional players.

It is time, then, for the Middle East to become cognizant that just as markets are more globalized, conflicts have become regionalized. Both of these trends make efficient management and governance imperative. States in the region must take economic change seriously. These same states need to enhance their national security. Active diplomacy, with an unwavering commitment to international law, coupled with creative, future-oriented perspectives, is imperative. A new Middle Eastern political, economic, and security architecture is a project that we all must embark upon with a sense of urgency, but equally with the wise realization that this process will be incremental and slow.

Publications of thoughtful public discourse on the issues of today, such as the Cairo Review of Global Affairs, are invaluable in highlighting important topics, ideas, challenges, and solutions from both global and local perspectives. Congratulations to our whole editorial family and authors as we look forward to another great decade!

Read the original editorial on the site of The Cairo Review.

The Iran nuclear deal and America’s regional collapse

For the purpose of understanding what the Iran deal means in regional terms, one must consider first the dynamics of hostile relations among tribes.

Iranian envoy leaves Vienna as EU says time to decide on nuclear talks
Much ink will be consumed in the coming days and weeks analyzing the terms of the new deal over Iran’s nuclear program brokered by Russia. As dispiriting as these valuable analyses will be – and they will be, if they are accurate – it is important to understand in regional terms the magnitude of the geostrategic collapse that our acceptance of this deal in the Middle East will cause.

We Americans profoundly believe in the universal nature of our concept of freedom, and thus tend to give short shrift to the influence of culture and civilization on the political mentality of states. In the Middle East, alongside the physical remains of ancient civilizations, are the remains of their cultures underlying the region’s politics.

The political imagery of many Islamic cultures emanates from their nomadic, tribal and clan origins. While that may, in some cases, overlay an older urban culture, the penetration of Arab influence via Islam still shapes their politics.

Even in ancient times, the greatest Arab tribes filled the lattices of power between the great urban civilizations, rather than function as an empire in themselves. Indeed, the rise of the Umayyads and the Abbasids as independent Arab empires actually was a rather short-lived ahistorical anomaly. Baghdad fell by 965 to the Persians Buyids. As such, this tribal soul, rather than the ethos of urban empire and the strategic behavior that this soul engenders, is easily visible in current Arab politics.

To understand the current situation, it helps to consider the case of revenge-killing in tribal and clan dynamics. Americans whose descent originated north of Hadrian’s Wall and who study their heritage are more familiar with this, and are indeed quite proud of their history and the values it implies.

But, for the purpose of understanding what the Iran deal means in regional terms, one must consider first the dynamics of hostile relations among tribes. Specifically, a cycle of revenge and counter-revenge among tribes for a murder ends when a tribe signals that it lifting its protective status over one of its members. This means that he is fair game and can be murdered with impunity – and the cycle is thus broken.

This tribal essence is intertwined with early Islamic history and ties directly to the Prophet Muhammad. One cannot dissociate Islam from its historical origins or Arab roots. Muhammad, whose message threatened the powerful tribal aristocracy of Mecca, could live in Mecca safely, as long as his powerful uncle, Abu Talib, the leader of the immensely powerful Banu Hashim clan, extended his protection over him after his parents died. However, the moment that Abu Talib lifted that protection, Muhammad was essentially served a death warrant. He was fair game; his life was forfeited; and he had to flee to Medina.

In this context, the United States is not really understood as a nation, but more as the most powerful clan on earth, the clan of clans. Think of us in that context as being the Banu Amrika, the “children” or tribe of Americans.

We, the Banu Amrika, are seen by other weaker clans as the patron of an allied league. The region’s clans and tribes align with us and pledge their fealty in exchange for enjoying our power and the umbrella of protection that comes with it.

Similarly, the Israelis are not seen in Western terms of parliamentary democracy, but as the Banu Israil, and Prime Minister Bennett is viewed as the tribal leader of the Jews.

As such, in tribal terms, our concessions to and agreement with Iran, whose open goal is the annihilation of our local allied tribes – the Banu Saud (Saudi Arabia), Banu Maktoum (United Arab Emirates), Banu al-Khalifa (Bahrain) and the Banu Israil (Israel) – means that we lift our umbrella of protection over them.

Their lives are forfeited, and anyone, internal or external, who wants to kill them is now released to do so without fear of revenge. The Saudis, Emiratis and Israelis are now alone and marked with a death warrant issued by their own strong horse. Worse, we have essentially anointed Iran as the new regional power to which all must bend the knee.

As such, the Arabs in the region are reacting uncharacteristically bluntly, sharply and acerbically, not out of pique, but out of survival. They must immediately find a new strong horse, a new patron, or they are dead. China stands out, and making peace with Russia to call off its dogs is essential. But they must first scramble, follow the American precedent and bend their knees to Tehran, as well. They have no choice but to grovel to their enemies or die because to continue to hope for the United States is the path of certain death.

Israel, of course, is a Western country, and such a construct is not inherent to its understanding of itself. This may work internally (though it’s dubious since it implies a different political framework with its own Arabs), but it cannot work strategically in its position and relations with the region. Israel may have an urban soul and a Western outlook, but it lives in the region and must understand that it, too, now is seen as a tribe marked for death by its patron.

So Israel is at a crossroads. It has three paths: It can accept its elimination; it can scramble like its Arab kin to grovel in front of Russia and China; or it can leverage its raw power to emerge as the region’s strongest tribe to become a strong horse itself. The second path will fail in violence – Israel’s fate is tied to the West inherently – leaving Israel only the choice of the first (accept death) or third (establish itself as a great regional power) paths.

For the moment, Arab tribes have only the choice of the first or second paths, which means that they face death, since, as in the case of Israel, the second path will eventually fail and leave only the other path.

But if Israel chooses the third path and emerges as the strong horse, then it opens for the Arabs a new path for survival with Israel’s becoming their new protective strong horse – but only if Israel chooses the third path. It can only get close to its Arab neighbors if it is useful for their survival. This means that Israel must act to prove it is the strong horse.

It is tempting to compare the faltering of the United States’s regional stature to the collapse of the British and French positions in the late 1950s and 1960s. That collapse indeed was catastrophic. It exposed the region to Soviet penetration and triggered a new age of indigenously inspired radical challenges to traditional leaderships (the long-term effects of which we continue to suffer).

And yet, even that cataclysm will pale in comparison to the current collapse of the U.S.’s position, since the British and French retreat six decades ago seamlessly transitioned into the parallel rise of American power, which, to a large extent, compensated for its negative effects.

The American retreat has no global force to replace it, other than our adversaries, China or Russia. Regionally, perhaps Israel can fill the void left by the U.S. and buffer the impending collapse of American power. Hopefully, it can help our jilted allies survive, preserve some of our regional interests, check our regional adversaries and prevent our global opponents from seizing full control of the region.

But while Israel is powerful, it is not a global superpower. It cannot replace the regaining of our senses. But the damage now being done will be the work of generations to repair. Let’s hope that the enterprise soon begins.

read the original article on the site of The Israel Hayom.

« Il faut resserrer le nœud coulant des sanctions sur la Russie »

L’Europe a les moyens de prouver que les représailles économiques peuvent faire reculer l’agresseur russe, analyse l’économiste dans sa chronique.

Publié le 19 mars 2022

Provocante, certainement, la formule du ministre de l’économie, Bruno Le Maire, n’en était pas moins juste : c’est bien une « guerre économique et financière totale » qui s’est engagée contre la Russie. Son enjeu dépasse l’Ukraine : il s’agit de savoir si les représailles économiques peuvent faire reculer un agresseur, ou bien si seule la force armée peut arrêter la force armée.

Ce qui se joue aujourd’hui, c’est d’abord l’existence d’un pays. Mais ce qui se teste, c’est notre capacité à faire levier de la puissance économique. Si nous parvenons à faire plier Poutine, la leçon sera claire : entre prédation et prospérité, il faut choisir. Si nous échouons, la volonté de puissance aura le champ libre.

Nous avons des atouts pour cette confrontation. Comme l’a dit Jason Furman, l’ancien conseiller économique de Barack Obama, la Russie n’est, pour l’économie mondiale, qu’une « grande station-service ». Elle est, en revanche, tributaire de l’extérieur pour la technologie, la finance, les biens d’équipement et les biens de consommation. La sanctionner lui fait beaucoup plus mal que cela ne nous coûte.

Les Etats-Unis et l’Europe ont instantanément mobilisé tous les moyens que leur donnent un quasi-monopole sur les monnaies de réserve, le contrôle des infrastructures financières internationales (dont la messagerie Swift n’est qu’un élément) et la suprématie technologique. L’effet de souffle des sanctions illustre une thèse formulée en 2019 par les politistes Henry Farrell et Abraham Newman sous le nom de « weaponized interdependence » (« l’interdépendance comme arme »). Les structures en réseau, disaient-ils, se sont développées pour des raisons économiques, mais elles confèrent un énorme pouvoir aux pays qui les contrôlent.

Ombre portée des sanctions

Ce n’était cependant que la première manche. Certes, la Russie est devenue un Etat paria, les oligarques sont privés de Riviera et la classe moyenne de meubles Ikea. Mais la dépendance énergétique de l’Europe l’a conduite à limiter le champ des sanctions. Seules certaines banques ont été mises au ban ; seules certaines technologies sont interdites d’exportation ; seules certaines entreprises ont définitivement choisi de plier bagage. Chaque jour, la Russie engrange près d’un milliard de dollars de recettes d’exportations énergétiques. Elle va rapidement retrouver les moyens d’importer.

Moscou subit déjà, en partie, l’ombre portée de sanctions pas encore arrêtées. Il n’est pas interdit d’acheter du pétrole russe. Mais, par crainte de mesures à venir, armateurs, banquiers et assureurs hésitent à participer à ce commerce. L’expérience des sanctions secondaires américaines de 2018, qui avaient banni toutes les entreprises en relation avec l’Iran, reste dans les mémoires. Résultat : le pétrole de l’Oural subit une décote importante, de 25 dollars par baril.

Mais ceci ne durera pas. Il faudra bien, rapidement, être clair. Soit l’achat d’énergie russe est licite, soit il ne l’est pas. Et s’il l’est, il faudra bien laisser le pouvoir russe disposer des recettes en devises sans lesquelles il n’aura aucune raison de ne pas laisser ses hydrocarbures sous terre. Les Etats-Unis ont déjà choisi : ils se passeront du pétrole russe, dont ils n’ont d’ailleurs pas besoin. L’Allemagne tergiverse, l’Europe n’a rien décidé. Mais si elle n’agit pas, M. Poutine ne tardera pas à conclure que,
pour lui, le pire est passé. Déjà, le rouble s’est un peu redressé. Il n’y a pas le choix : il faut resserrer le nœud coulant.

Il importe, à ce stade, de distinguer pétrole et gaz. Le marché du premier est mondial, parce qu’un tanker de brut est essentiellement substituable à un autre. Un arrêt des exportations russes aurait pour principale conséquence une hausse du prix, que les Etats-Unis s’emploient à prévenir en reprenant langue avec le Venezuela et l’Iran. Cet arrêt est peu probable, car il se trouvera toujours preneur (l’Inde, par exemple) pour du pétrole décoté. Mais en créant toute sorte de complications pour les acheteurs, un embargo sur le brut russe accentuerait sa décote et réduirait les recettes de son exportation. Ces recettes diminueraient encore en cas de sanctions secondaires : en 2019, le volume des livraisons iraniennes avait été divisé par deux.

Solidarité européenne

Les choses sont plus compliquées pour le gaz, dont le commerce suppose des infrastructures et qui est aujourd’hui essentiellement exporté vers l’Europe. Arrêter les importations affaiblirait beaucoup
la Russie, qui ne dispose pratiquement pas d’autres canaux d’exportation. Mais même si son gaz ne représente que 8,4 % de l’énergie primaire consommée par l’Union européenne (UE), ce ne serait pas sans effet sur nous. Et, bien évidemment, cette dépendance varie énormément d’un pays à l’autre.

Un arrêt total n’est pas envisageable, dans l’immédiat. L’UE doit cependant commencer à réduire ses importations de gaz, diversifier ses approvisionnements et, pour cela, réformer un système énergétique insuffisamment intégré pour garantir la sécurité collective d’approvisionnement. Une bonne manière d’y inciter serait, comme le proposent les économistes Eric Charney, Christian Gollier et Thomas Philippon, d’appliquer un tarif douanier au gaz russe et de le relever progressivement. Ce serait le signal que nous sommes décidés à nous en passer, en même temps qu’une incitation à recourir à d’autres fournisseurs. Evidemment, cela ne se conçoit pas sans une forte solidarité envers les pays qui seraient les plus directement frappés par la baisse des importations de gaz russe.

Notre poids économique, notre technologie, la prépondérance de nos multinationales, notre contrôle des infrastructures de la mondialisation, l’asymétrie de nos échanges énergétiques avec la Russie nous donnent les moyens de l’emporter dans un affrontement décisif. A condition seulement que nous ne demandions pas, en plus, que ce soit parfaitement indolore.

Lire l’article original sur le site du Monde.

Jean-Louis Bourlanges : Quelle Europe voulons-nous ?

L’Union européenne rassemble 27 nations, depuis le Brexit et le départ de la Grand Bretagne. En près de ¾ de siècle, l’élargissement s’est fait sans discontinuer, il semble interrompu à l’est comme au sud avec le conflit en Ukraine et les déconvenues avec la Turquie; le contenu politique et économique s’est aussi approfondi à coup de traités mais avec des butées : sociale, citoyenne, fiscale, environnementale, institutionnelle, également au regard des ajustements politiques à trouver. Et l’Union européenne n’est toujours pas une puissance en mesure de rivaliser avec les Etats-Unis et le continent émergent asiatique. Sur un plan idéologique, le clivage entre l’européisme fédéral et le souverainisme des Etats-nations rend aléatoire tout identité européenne à même de forger un véritable sentiment d’adhésion européen. « Et l’homme y est devenu l’Européen » selon Paul Valery. On en est loin.

Pour en débattre Emile Malet reçoit :
-Jean-Louis Bourlanges, président de la commission des affaires étrangères de l’Assemblée nationale
-Céline Spector, universitaire, essayiste
-Hans-Dieter Lucas, Ambassadeur de la République Fédérale d’Allemagne en France
-Gérard Araud, diplomate, essayiste

L’actualité dévoile chaque jour un monde qui s’agite, se déchire, s’attire, se confronte… Loin de l’enchevêtrement de ces images en continu, Emile Malet invite à regarder l’actualité autrement… avec le concours d’esprits éclectiques, sans ornières idéologiques pour mieux appréhender ces idées qui gouvernent le monde.

Retrouver l’émission sur le site de LCP.

Wang Jisi: “Can Seoul court Beijing’s perception problem?”

Author: Sangpil Jin, University of Copenhagen

It has become increasingly evident that South Korea’s public perception of China has cooled considerably in recent years. There are several reasons behind this development, including bilateral cultural spats, the dispute over Seoul’s procurement of the Terminal High Altitude Area Defense (THAAD) system, and China’s close ties with North Korea.

The United States deploys the Terminal High Altitude Area Defense (THAAD) system in South Korea (Photo: Reuters/US Department of Defense).

Despite the adverse circumstances, bilateral ties between China and South Korea have not reached the point of no return. Although China and South Korea have distinct political, social and cultural systems, neither Beijing nor Seoul can afford to ignore the potential geoeconomic and geopolitical value of a strong China–South Korea relationship. As well as being a major South Korean trading partner, China’s support is crucial for maintaining stability on the Korean peninsula.

China should be wary of the growing confidence among its increasingly nationalist populace about its international status. There are increasing signs that Chinese diplomatic circles have become concerned about the international reception of China’s foreign policy.

The commentary by former Chinese ambassador to Britain, Fu Ying, in the People’s Daily illustrates the belated recognition by Chinese policymakers that Beijing needs to rein in the so-called ‘wolf warrior’ diplomacy increasingly adopted by Chinese diplomats. As a highly-experienced ex-diplomat, Fu recognises that the image of a country is judged in the court of international opinion.

Tsinghua University Professor Yan Xuetong similarly recognises the need to avoid the pitfalls of overconfidence, taking issue with ‘[China’s] strong sense of superiority and self-confidence’ — a phenomenon found among many young Chinese students. The President of International Studies at Peking University, Wang Jisi, likewise adopts a cautious tone, predicting a protracted ‘hot peace’ — rather than Cold War — between China and the United States.

These timely comments by prominent Chinese intellectuals lay bare the concerns that Chinese elites have about the deteriorating international perceptions of their country. Beijing cannot successfully implement major policies like the Belt and Road Initiative unless its leadership regains some form of international goodwill.

South Korean foreign policy traditionally relies on its military alliance with the United States. This is unlikely to change as long as the North Korea threat remains. But as the new world order shapes up, South Korea should strive for relatively more balanced diplomacy with both superpowers, helping to maintain at least some semblance of geopolitical balance in the Asia-Pacific.

Given the high-level of hostility among large sections of the South Korean public towards China, pursuing practical interest-based diplomacy with Beijing risks intense backlash. Still, decoupling economically from China is not a viable option for South Korea’s export-oriented economy. Despite having some success in diversifying its exports away from the highly coveted Chinese market towards the rapidly growing ASEAN market, China remains the most important market for South Korean goods in the foreseeable future.

Beijing has, from its perspective, repeatedly demonstrated the desire to improve bilateral ties with South Korea. The December 2021 talks between China’s Vice Foreign Minister, Le Yucheng, and his South Korean counterpart, Choi Jong-kun, are ostensibly evidence of China’s desire to enhance communication between the two countries.

Although a single meeting cannot be assigned too much importance, China’s deteriorating relations with Washington and its allies mean that such talks could enable Seoul to leverage its amicable ties with Beijing to advance mutual interests. Indeed, an advisor to the Chinese People’s Political Consultative Conference, Jia Qingguo, coincidentally urged China to ‘make more friends and fewer enemies’ and improve its ties with major powers and neighbours.

Under these circumstances, Beijing would welcome a ‘reset’ between China and South Korea, lest the focus of the US-South Korea alliance is broadened beyond North Korea to China. While it might be unrealistic for Seoul to completely sever itself from Washington’s global geostrategy, Beijing and Seoul could still reach a modus vivendi on South Korea’s contribution to the US-led Indo-Pacific Strategy and its future relationship with the Quadrilateral Security Dialogue.

Seoul should also review the wisdom of embedding itself too firmly in the US alliance system. South Korea is a quintessential middle power, playing an important role in securing international trade and supplying high-tech goods like semiconductors. But it will only gain more autonomy in international relations when it learns to abandon its one-dimensional outlook on China and embrace a more multidimensional type of diplomacy.

Whether policymakers in South Korea can play a deft hand in maximising Seoul’s bargaining power in relations with both Beijing and Washington remains unclear. Keen to loosen Washington’s hegemonic grip over the Asia-Pacific, Beijing would most certainly welcome any South Korean actions that put a dent in the containment strategy led by the United States.

Read the original article on the site of the East Asia Forum.

Russian invasion exposes U.N. Security Council’s utter impotence

Time to reform the body, including possible expulsion of Moscow

In response to Russia’s invasion of Ukraine, the United Nations Security Council held an emergency meeting on Feb. 25 but could not even adopt a resolution to condemn the act.   © Reuters

TOKYO — Russia’s aggression against Ukraine is graphic and brutal evidence of the international community’s inability to effectively respond to events that disrupt peace. The U.N. Security Council is a distressing symbol of this paralysis.

The Security Council is supposed to play the role of “the guardian of peace” and has the authority to do so. It can decide to slap sanctions on countries threatening peace, and U.N. member countries are required to comply with its decisions.

In response to Russia’s military action against its neighbor, the Security Council held an emergency meeting on Feb. 25 but could not even adopt a resolution to condemn the act, let alone sanctions against Moscow.

Russia, which vetoed the resolution, presided over the meeting as the rotating president of the council, an almost comical situation that showed the limits of the body’s effectiveness.

The five permanent members of the council — the U.S., Britain, France, China and Russia — have veto power to kill any resolution. There is no doubt that Moscow will keep using this privilege to torpedo any draft resolution to punish it for the invasion.

In this image made from video released by the Russian Presidential Press Service, President Vladimir Putin addressees the nation from Moscow on Feb. 24 after authorizing military action against Ukraine. (Russian Presidential Press Service via AP)

The impotence of the key U.N. body in the face of such a full-blown security crisis bodes ill for stability in the Asia-Pacific region. Consider the possibility of China invading Taiwan. It is all too clear that Beijing would use its veto power to prevent the council from taking any effective step to stop it.

North Korea fired missiles as many as nine times in 2022 alone. Pyongyang has also violated U.N. resolutions by firing ballistic missiles. So far this year, however, the Security Council has failed to adopt a resolution to condemn North Korea due to opposition from China and Russia.

These facts eloquently testify to the gloomy reality that the Security Council has lost its relevance. The council’s structure was created in October 1945, immediately after the end of World War II, under the leadership of the victorious U.S., Britain and the Soviet Union. China and France were also invited to join the exclusive club.

At that time, these five powers were expected to support the postwar world order. But this assumption has now collapsed completely. Russia has become a clear invader and China is more interested in bending the current order in its favor than protecting it.

The Security Council’s problem is nothing new. It did not work well during the Cold War. In 2003, the U.S., which many saw as the leader in maintaining the world order, opened a war against Iraq without a clear U.N. resolution to fully justify its action.

But the dismal performance of the council should not be used as an excuse for allowing the status quo to continue. Russia’s invasion of Ukraine, the most egregious act committed by a major power in the postwar period, should prod the world into a long-overdue move to fix the situation.

What should be done? Theoretically, there are two approaches — radical reform of the council’s structure or finding an alternative.

The former would be the orthodox way. The most desirable option is to establish certain limits to the veto power of the permanent members to prevent abuse by China or Russia.

But this would require amending the U.N. Charter, a step that must be approved by a vote of two-thirds of the U.N. General Assembly and all the permanent members of the Security Council. That means it is a tall order.

Besides China and Russia, the U.S., Britain and France are also against limiting their veto power, a highly valued privilege, though they do not say so openly, said a senior U.N. bureaucrat.

The next best option would be to increase both the permanent and nonpermanent members of the Security Council without touching the veto power of the five nations.

This could involve, for instance, giving permanent seats to some other major powers, such as Japan, Germany and India, or increasing the number of nonpermanent seats from the current 10. Advocates say this would increase pressure on China, Russia and other permanent members to refrain from abusing their power to shoot down resolutions.

The catch is that this step too would require revision of the U.N. Charter. Some countries have been calling for a major reform of the body, but Beijing and Moscow have balked even at including such calls and related discussions in official records, according to diplomatic sources at the Security Council.

A more plausible idea would be to strip Russia of its permanent member status as a way to punish it for the attack on Ukraine. Some Western democracies are moving to explore this option, according to European media.

Russia became a permanent member of the council as the successor to the Soviet Union, which collapsed in 1991. The advocates of Russia’s removal will likely try to find irregularities in the succession process that can be used as a reason to kick it out.

Russian Ambassador to the United Nations Vassily Nebenzia votes during a U.N. Security Council meeting on a resolution regarding Russia’s actions toward Ukraine on Feb. 25.   © Reuters

Shinichi Kitaoka, a professor emeritus at the University of Tokyo who served as Japan’s ambassador and deputy permanent representative to the U.N. from 2004 to 2006, calls for the effective use of the General Assembly to put diplomatic pressure on the permanent members of the Security Council. “U.N. resolutions, even if they cannot produce immediate effects, can serve as a tool to demonstrate legitimacy to the international community,” he said. “In 2005, Japan, Germany, India and Brazil worked together to submit to the General Assembly a proposal to reform the Security Council to increase its membership. This is an example of how countries can use the assembly to promote changes to make it easier to put pressure on permanent members that have done something wrong.”

In addition to trying to revamp the Security Council itself, it is also vital to step up efforts to create a new system to do what the present structure cannot do. One specific idea that merits consideration is for countries that share the same values and views of freedom and the world order to forge a “coalition” to complement the functions of the council. Ryozo Kato, a former Japanese ambassador to the U.S., proposes to institutionalize the Group of Seven to ensure more solid and effective cooperation among the leading democracies to promote peace and stability.

In response to violations of international rules, the G-7 has taken joint actions such as issuing statements and imposing sanctions against the violators. However, it is only a voluntary grouping that lacks any institutional foundation.

It is crucial to “enable the G-7 to take stronger and more effective actions by establishing new principles and goals for cooperation and creating a permanent organization for its activity,” Kato said. “It would also be a good idea to expand the group by inviting other major democracies like Australia and India. Through such steps, the G-7 should become an organization that can support the proper functions of the Security Council.”

The U.N., of course, has many agencies and organizations that make important daily contributions to tackling such global challenges as sustainable development and humanitarian assistance as well as food, energy and environmental crises. But if the Security Council, which has enforcement powers, remains in tatters, there can never be stability in the world order. If Russia’s barbaric act does not lead to an overhaul of the body, the Security Council will never be able to change to become a true guardian of peace and order.

Read the original article on the site of Nikkei.

Are Sweden and Finland moving to apply for NATO membership?

NATO headquarters in Brussels on Feb. 7. (Olivier Matthys/AP)

Are Finland and Sweden moving toward applying for membership in NATO after Russian President Vladimir Putin’s aggression against Ukraine?

There is no clear answer yet. NATO membership would be a fundamental change for both countries and must be carefully considered. ”Not hesitating, but with care,” as Finnish President Sauli Niinisto has said. Public opinion in both countries has swung heavily in favor of applying for membership of NATO, and the situation in the respective parliaments seems to be moving in the same direction.

The question is tied to a lengthy history. For Finland, which came out of World War II under the heavy shadow of Stalin’s Soviet Union, NATO membership was never an option during the decades of the Cold War. Sweden, meanwhile, feared that a move into NATO would result in Stalin grabbing complete control of Finland.

But after the dissolution of the Soviet Union, Sweden took the lead in applying for membership in the European Union. When I took over as Swedish prime minister after the 1991 election, seeking partnership with Finland in search of E.U. membership was a key objective, and soon thereafter Finland under then-Prime Minister Esko Aho followed.

Together, our two countries entered the European Union in 1995. The age of so-called neutrality — slightly superficial in the Swedish case and severely compromised in the Finnish case — came to an end.

Our countries subsequently entered NATO’s Partnership for Peace, along with Russia. With the three Baltic countries — Estonia, Latvia and Lithuania — regaining their independence, and Poland gradually moving toward membership of both E.U. and NATO, the situation in the entire region looked very different than during the Cold War.

It was only when Russia under Putin started to demonstrate that its threshold for using military force was lower than many had hoped — first with the war with Georgia in 2008 and then the invasions of Ukraine beginning in 2014 — that a debate on possible NATO membership started.

In both Finland and Sweden, governments set up independent assessments of NATO membership. These reports carefully noted the advantages that membership would bring for the security of the entire region. Both countries also took steps to upgrade their relationship with NATO to the maximum extent that was possible short of membership, and initiated far-reaching bilateral defense cooperation, later extended to NATO member Norway.

Now, Putin’s aggression against Ukraine has created a very new security situation. After initially hesitating, both Sweden and Finland decided on arms shipments to Ukraine, recognizing that the security of all of Europe is at stake. Of the at least 17,000 antitank weapons reportedly delivered to Ukraine, 5,000 are directly from Swedish army stocks. As a result, the relationship with the regime in Moscow will almost certainly be one of deep adversity as long as Putin remains in power.

There is no way back to a past of illusionary neutrality. The choice now is between remaining in a slightly uncertain in-between or recognizing a new reality and taking the step into full membership. It has not gone unnoticed that, in this crisis, the United States has drawn a firm line between the countries covered by NATO’s Article 5 mutual defense commitments and those that are not. Governments come and go, while treaty commitments endure.

It will boil down to politics and leadership. In Finland, the voice of President Niinisto will be decisive. In Sweden, the eyes are primarily on the Social Democrats ruling in a weak minority government. Having been firmly opposed to any NATO move only weeks ago, the party will now face a contest between an older generation and younger ones looking at the world with fresh eyes. That could well result in a U-turn of the sort that contributed to our E.U. membership nearly three decades ago.

There are separate processes in Finland and Sweden, but, in strategic as well as political terms, the countries firmly belong together.

Many factors have to be taken into account. NATO membership for Sweden and Finland would open up the potential of close defense integration with Norway and Denmark, with obvious benefits for all. Sweden and Denmark have declared their ambition to move toward a defense spending target of 2 percent target of GDP, and Norway and Finland are nearly there. This would create a more powerful deterrent against any revanchist Russian moves against the Baltic countries, thus making an important contribution to wider European and Atlantic security.

The long-term relationship with Russia must also be a key consideration. No Nordic country seeks to become a spearhead directed against Russia. In the years to come, we will probably see a Russia significantly weakened by the consequences of the insanity of the Putin aggression. But as long as Putin is in power, we will also see an increasingly despotic, desperate and accordingly dangerous regime.

E.U. defense options must also be on the table. These will take time to create and, with neither the United States nor Britain taking part, will involve limitations.

The road ahead must include strengthened European and Atlantic security structures, while also taking wider global challenges into consideration. A stronger European pillar within NATO, with an enhanced role for the E.U., is likely to emerge. For Finland and Sweden, the question over the next few months is how they will seek to contribute to the building of these new and necessary security arrangements.

There is no going back to how things were.

Read the original article on the site of The Washington Post.

Wounded beast Iran lashing out across region

Iraqi Prime Minister Mustafa Al-Kadhimi inspects the site of a damaged building, a day after a missile attack, in Erbil, Iraq, Mar. 14, 2022. (Reuters)

Iran’s direct attack on an area near the US Consulate in Irbil on Sunday — which it claimed targeted a “strategic center for Zionist conspiracies” — sets a precedent. Iran’s Revolutionary Guards were directly involved, unlike the previous attacks on Iraq and Saudi Arabia or the more recent attacks on the UAE, for which Tehran’s proxies claimed responsibility. Does this mean that Iran is ready for a direct confrontation?
The last time Iran directly attacked a neighboring Arab country and assumed responsibility was when it retaliated for the killing of Qassem Soleimani in early 2020. It claimed that this week’s strike was a response to the deaths of two Revolutionary Guards following an Israeli strike in Syria. It also said that Iraq must not allow “third parties” to use its territory as a base to launch attacks against Iran.
Iran used to prefer making its attacks via proxies in order to escape a direct confrontation. So why carry out this act just as we are supposedly approaching the signing of a new nuclear deal? It is important to put everything in perspective. Russia has made last-minute demands that risk sabotaging the nuclear deal. Moscow can use its power to block the revival of the Joint Comprehensive Plan of Action in order to pressure the US. Hence, though America’s reentry to the JCPOA looks imminent, it might be blocked at the last minute.
Looking at the issue from the other side, the Iranians now have stronger bargaining power as the US needs their oil to make up for any potential cut on the Russian side. And, in this time of polarization between Russia and the US, Iran definitely wants to reassert its animosity toward the “Great Satan.” Despite the fact Washington is now busy with Ukraine and has less attention focused on Iran’s destabilizing activities in the region, Tehran is losing regionally and is under pressure. In Iraq, its supporters lost elections — and not because of any action or interference by the US or the Arab Gulf countries.
Iran has been its own worst enemy. It lost out in the Iraqi elections because people, particularly Shiites, realized the futility of Iran’s narrative and the fact that the Iranian project for their country and the region is utterly destructive. This means Tehran is unable to impose a new puppet prime minister on the country. While the Iranians thought Muqtada Al-Sadr would support them, they actually seem incapable of influencing him. The Iran-affiliated factions have threatened that they will resort to violence if they are not included in the ruling coalition — meaning that, if they lose control of Iraq, they will destroy what is left of the country.
Is this deja vu? In Lebanon in May 2008, after being unable to garner a parliamentary majority and hence control the government, the Iran-aligned Hezbollah took Beirut by force and imposed a new government. It worked for them then, in Lebanon, but now things are different. The entire popular mood in Iraq is against them. The strike on Irbil was a sign of Iran’s defiance and denial. Such a show of force when they are losing on the ground was nothing but a desperate attempt to prove themselves. However, this time they are not facing the “Great Satan,” the “Zionist enemy” or some imaginary scheme by Saudi Arabia, they have simply lost their grassroots base due to their own incompetence, corruption and brutality.
Meanwhile, the Iranians’ plans to intimidate neighboring countries by pushing the Houthis to target Saudi Arabia and the UAE do not seem to have been successful. Both countries have good defense systems and are able to intercept most rockets and protect themselves and their inhabitants.

Tehran has lost popular support and is frantically trying to safeguard whatever influence it can.

Dr. Dania Koleilat Khatib

In Lebanon, though the elections have not yet taken place, any observer of Lebanese politics can notice the increasing opposition to the “resistance.” In Yemen, they have lost on the ground and their mostly unsuccessful strikes on the UAE are the clearest signs yet of their frustration.
Iran is acting like a wounded animal. It has lost popular support and is frantically trying to safeguard whatever influence it can. Dr. Zafer Al-Ajmi, an expert on Gulf issues, asked in his weekly podcast whether the Revolutionary Guards will attack the Gulf after Irbil. It is difficult to predict, but we cannot rule out this possibility.
One thing that is for sure is that signs of weakness coming from the US and its apparent desperation to rejoin the JCPOA will encourage Iran to pursue its destabilizing activities. The Biden administration is entirely focused on reviving the nuclear deal, while Iran has made it clear that it will not give up its “regional presence.” Hence, Iran faces minimal repercussions from the US side for its destabilizing activities, meaning it will use violence to keep whatever influence it can.
Those who rejoice that Iran’s proxies are losing across the region and are happy to see a possible obstruction to the nuclear deal should curb their enthusiasm, as the drama is not over yet. And they have to remember that an animal is most dangerous when it is wounded.

Read the original article on the site of Arab News.

Ukraine requires unity

Prince Michael of Liechtenstein at 2015 WPC

The EU must show unity with Poland and Hungary as Russia’s war rages.

Russia’s war against Ukraine
Poland and Hungary have generously welcomed more than half of Ukrainian refugees. Now is the time for the European Union to support these two members, not punish them for matters that can be taken up later. © GIS

When on February 24, 2022, the Russian military started to invade Ukraine, a movement of solidarity could be observed all over Europe. Sanctions were swift and coordinated. Weapons were promised and also promptly delivered.

Germany, however, was hesitant at first to deliver weapons, then changed course. Unfortunately, much of the materiel came from arsenals of the old East German army and was no longer functioning.

Germany and Austria are highly dependent on Russian gas and coal. They, therefore, opposed proposals on the European Union level to extend the sanctions to these sectors.

Ukrainians are defending themselves with amazing bravery. Men by the thousands have volunteered to join the army. However, more than 3 million refugees have also fled to neighboring EU countries. These are mostly women and children. Most arrived in Poland (some 1.8 million) and Hungary. These countries have started to welcome, house, nourish and start schooling children of the refugees with extreme generosity.

Now is the time to show unity and determination to the world, not internal quarrels.

Yet the two most welcoming countries, Poland and Hungary, have been on the Brussels “bash list for a long time. They are blamed for curtailing the independence of their judiciaries, among other accusations that are more than debatable about whether these should be EU matters.

Independent justice is important. But violations are issues not only in these two Central European countries. Even in Germany, there are political appointments and a strange “informal” coordination among the judges of the supreme court, the Bundesgerichtshof, and the Federal Government.

At a time when European cohesion is of the utmost importance given the attack on a neighboring country, the EU Parliament had nothing better to do than pass a resolution to force the European Commission to cut EU funds to Poland and Hungary.

In such an institution as the 27-member EU, there will always be differences. They have to be addressed. But everything in time. Today, however, is the wrong moment to punish severely the two members who are generously accepting the bulk of the fleeing Ukrainians, who are true refugees and not economic migrants.

These acts are certainly damaging to the cohesion of the Union, which is so important now. Now is the time to show unity and determination to the world, not internal quarrels.

Read the original article on the site of GIS.

Anwar Gargash: China-UAE ties raise US technology safety questions for lawmakers

Expert warns of deliberate or ‘accidental’ leakage of tech information to Beijing

Crown Prince Sheikh Mohammed bin Zayed Al Nahyan of the United Arab Emirates meets with 
Chinese President Xi Jinping in China on Feb. 5. (Shen Hong/Xinhua via Getty Images)
Crown Prince Sheikh Mohammed bin Zayed Al Nahyan of the United Arab Emirates meets with Chinese President Xi Jinping in China on Feb. 5. (Shen Hong/Xinhua via Getty Images)
By Gopal Ratnam

Posted March 15, 2022

Congress has directed U.S. intelligence agencies to take a closer look at the growing relationship between China and the United Arab Emirates, raising questions about American military technology leaking to Beijing via a close ally.

In a fiscal 2022 intelligence authorization bill that was tucked into an omnibus spending measure passed last week, lawmakers asked U.S. spy agencies to assess and provide details on the “cooperation between China and the United Arab Emirates regarding defense, security, technology, and other strategically sensitive matters that implicate the national security interests of the United States.”

Lawmakers directed the Office of the Director of National Intelligence to reexamine earlier assurances from the office that the UAE had implemented safeguards to protect U.S. military technology.

Congress asked the ODNI whether such steps by the UAE “are viable and sufficient to protect technology of the United States from being transferred to China or other third parties.”

The congressional focus on the China-UAE ties comes after The Wall Street Journal late last year reported satellite imagery showing significant construction at Abu Dhabi’s Khalifa port, which is operated by the Chinese company Cosco. The report said U.S. officials suspected the construction could be a secret military base, and top White House officials including national security adviser Jake Sullivan visited the UAE.

The construction was suspended after U.S. officials visited the UAE, the Journal reported. UAE officials told the newspaper it had no agreement or intentions to host a Chinese military base in the country.

The growing strategic rivalry between the United States and China has migrated to different geographic theaters and has implications for U.S. allies, said John Calabrese, director of the Middle East-Asia Project at the Middle East Institute.

“Technology transfer to any partner, not necessarily the UAE, could be another candidate” that bears greater scrutiny as a result of the U.S.-China rivalry, Calabrese said.

“The United States is going to be that much more sensitive because of the risk of deliberate transfer or accidental [leakage] of technology to the Chinese,” Calabrese said.

While U.S. officials were raising concerns about the China-UAE ties, the Emiratis also were in discussions to buy dozens of F-35 jet fighters, surveillance drones and other weapons from the United States, a possible transaction valued at more than $20 billion.

In the late 1990s, the United States courted the UAE and sold it a batch of F-16 jets that were even more advanced than what the U.S. Air Force flew at the time. The deal, valued at about $7 billion in 1998, was one of the largest such arms sales at the time.

The Trump administration promoted the UAE to among the closest of U.S. allies in the Middle East, a small but influential country sometimes referred to as “Little Sparta.” Emiratis flew U.S.-made F-16 jets in the fight against the Islamic State.

UAE leaders also had backed the ongoing Saudi-led military conflict in Yemen, which triggered a widespread humanitarian crisis. In retaliation, Yemen-based Houthi rebels fired missiles and launched drone strikes against the UAE’s capital city of Abu Dhabi.

Nevertheless, the potential sale of F-35 jets was met with bipartisan opposition in Congress. A Senate vote to block the sale of the jets to the UAE failed narrowly in December 2020.

At the same time, the United States also was pressing the UAE and several other U.S. allies around the world to not buy 5G telecom equipment from China’s Huawei.

In December 2021, UAE officials decided to abandon the U.S. weapons deal, the Journal and other news outlets reported. Biden administration officials insisted they were still in talks.

Pentagon spokesman John Kirby late last year said the United States was willing to work with the UAE to address both countries’ concerns.

“The U.S. partnership with the UAE is more strategic and more complex than any one weapons sale,” Kirby told reporters in December 2021. “We will always insist, as a matter of statutory requirements and policy, on a variety of end-user requirements. That’s typical.”

A top UAE adviser visiting Washington in December said his country was concerned about getting caught up in the “new Cold War” between the United States and China.

“What we are worried about is this fine line between acute competition and a new Cold War,” Anwar Gargash, a diplomatic adviser to the UAE government, said at an event hosted by the Arab Gulf States Institute. “Because I think we, as a small state, will be affected negatively by this, but will not have the ability in any way to affect this competition even positively really.”

In February, the defense publication Janes reported that the UAE had struck a deal with China National Aero-Technology Import & Export Corp. to buy 12 of the state-owned company’s L-15 jet aircraft, with options to buy another 36.

Read the original article on the site of Roll Call.

PM Patrick Achi is in Washington to talk business and security

By Jeune Afrique
Posted on Monday, 14 March 2022

Patrick Achi, 7 April 2021. © Luc Gnago/REUTERS

Côte d’Ivoire’s prime minister Patrick Achi is in Washington, D.C to see US secretary of state Antony Blinken. On the agenda: cocoa, anti-terrorism and AGOA.

On 13 March, Côte d’Ivoire’s prime minister Patrick Achi was in the US, following an invitation from the Atlantic Council think tank, which advocates US leadership in the world. According to our information, US secretary of state Antony Blinken met with him on the 14th. One of their main topics of conversation was the Millennium Challenge Corporation (MCC), a programme that should enable Côte d’Ivoire to receive a $524.7m grant – which was accorded in 2019, but still has not been disbursed.

Threat of embargo

Achi managed the MCC project when he was the presidency’s secretary-general. This meeting was expected to revive the programme, which has been slowed down by the global Covid-19 pandemic. However, Washington also believes that Abidjan still needs to improve its performance regarding certain governance indicators.

Another topic of discussion was the threat of an embargo on Ivorian cocoa beans, the leading import to the US.

US NGOs have documented that multinationals operating in the country did not comply with certain standards, particularly with regard to child labour and forest protection.

Abidjan wants to attract more US investment to the country, with the African Growth and Opportunity Act (AGOA) also part of discussions.

Monitoring and information gathering

Côte d’Ivoire, which voted for the UN resolution condemning Russian aggression against Ukraine, will also negotiate US support for the fight against terrorism in the northern part of the country. Although Washington is already involved in this effort, training Ivorian forces, Abidjan wants logistical support in surveillance and information gathering, as the US provides for Operation Barkhane.

The US expects more transparency when it comes to business, reforming the justice system and promoting human rights, particularly for LGBT people.

The US visit of Achi and his delegation – composed of Mamadou Haidara, diplomatic adviser to Alassane Ouattara and former ambassador of Côte d’Ivoire, ministers Souleymane Diarrassouba (trade and industry) and Emmanuel Esmel Essis (investments) – will also involve meetings with US businessmen.

Read the original article on the site of The Africa Report.

Don’t Count on China to Mediate the War in Ukraine

Russia’s aggression has caused anxiety in Beijing, but Xi Jinping has staked too much on his ‘best friend,’ Vladimir Putin.

Before White House national security adviser Jake Sullivan and top Chinese diplomat Yang Jiechi met in Rome on Monday, many in the West hoped that Beijing might limit its support for Russia following its invasion of Ukraine or even help end the conflict, having recently talked up its wish to see a cease-fire and its potential interest in a mediating role.

After the seven-hour meeting, the U.S. issued a three-sentence summary noting that the talks were intense and covered a range of concerns including Ukraine.

Read the complete article on the site of the Wall Street Journal.

« Il est impératif que les pays européens remettent en cause leurs politiques énergétiques »

L’invasion de l’Ukraine a rompu la sécurité d’approvisionnement de l’Europe, mais elle n’est pas le seul facteur d’augmentation des prix, explique l’expert de l’énergie Olivier Appert dans une tribune au « Monde ».

Publié le 04 mars 2022

Tribune. L’invasion de l’Ukraine par la Russie, le 24 février, est un défi énergétique majeur, en particulier pour les pays européens. Les marchés ont immédiatement réagi : le prix du pétrole a dépassé la barre symbolique des 100 dollars (90 euros) le baril, alors que le prix du gaz en Europe a augmenté de 30 %.

La Russie possède 6,4 % des réserves mondiales de pétrole et 17,3 % des réserves de gaz. Elle est le troisième producteur de pétrole et le premier exportateur de gaz. Elle fournit 23 % des importations européennes de pétrole, 46 % des importations de gaz et 60 % des importations de charbon. Certains pays dépendent entièrement de la Russie, comme la Lettonie ou la République tchèque. L’Allemagne, premier pays consommateur de gaz en Europe, en importe 50 % de Russie et mise sur le gaz naturel pour assurer sa transition énergétique. La France est moins dépendante (17 %), grâce à une politique de diversification des approvisionnements, notamment avec le gaz naturel liquéfié (GNL).

En retour, la Russie est très dépendante de ses exportations vers l’Europe. Celle-ci absorbe environ 90 % de ses exportations de gaz. Les exportations d’hydrocarbures ont une importance majeure pour l’économie russe : elles représentent 25 % du produit intérieur brut du pays, 40 % de ses recettes budgétaires et 57 % de ses exportations.

Cette dépendance réciproque entre la Russie et l’Europe a contribué, pendant des décennies, à la sécurité de l’approvisionnement européen. La seule rupture à déplorer, en 2006, était due à un conflit commercial sur le transit du gaz russe en Ukraine.

Incertitude majeure

Le contexte actuel change radicalement la donne. L’invasion de l’Ukraine intervient à un moment où les marchés pétroliers et gaziers sont déjà en tension. La flambée des prix du gaz et de l’électricité en Europe est liée d’abord à des facteurs conjoncturels, mais aussi à la politique de libéralisation des marchés gaziers, qui accorde une primauté au court terme. Par ailleurs, les investissements ont été limités par le manque d’incitation du cadre réglementaire et par le message politique négatif sur les énergies fossiles.

Le marché pétrolier va connaître une tension croissante dans les toutes prochaines années non en raison de l’absence de ressources, mais de l’insuffisance des investissements alors que la demande mondiale continue toujours de croître. Il s’ensuit une montée en puissance du contrôle du marché par les pays producteurs, dont la Russie, avec les enjeux géopolitiques afférents. La hausse des prix du pétrole devrait se poursuivre dans le cadre d’un choc pétrolier rampant. On ne peut pas exclure non plus un choc violent lié aux tensions au Moyen-Orient ou en Ukraine.

L’économie de l’Europe serait particulièrement impactée par une tension durable des marchés, compte tenu de sa dépendance croissante vis-à-vis des importations. Il n’en est pas de même des Etats-Unis, maintenant autosuffisants grâce notamment à leurs ressources en hydrocarbures non conventionnels. La Chine dispose, elle, de moyens financiers importants et de ressources en charbon qu’elle n’hésiterait pas à mobiliser si nécessaire.

Compte tenu de l’incertitude majeure sur le déroulement du conflit entre la Russie et l’Ukraine, il est hasardeux d’élaborer des scénarios. Il y a cependant une certitude : l’Europe ne pourra plus compter durablement sur la Russie pour assurer la sécurité de ses approvisionnements, comme cela a été le cas depuis cinquante ans. Sur le plan pétrolier, il est vraisemblable que la Russie va jouer pleinement le jeu de l’OPEP + pour maintenir des prix élevés. Sur le plan gazier, la Russie continuera à faire le service minimum, comme elle l’a fait en 2021 ; elle accordera une priorité à sa consommation intérieure. En outre, les livraisons à l’Europe pourraient être réduites par des destructions sur la chaîne logistique gazière en Ukraine.

Rupture de confiance

On ne peut pas exclure un scénario catastrophe de rupture totale des livraisons de pétrole et de gaz russe à l’Europe, qu’elle résulte d’une décision unilatérale de la Russie ou d’un embargo décidé par les pays occidentaux. Une telle mesure aurait un impact minime sur les Etats-Unis, mais serait dramatique pour l’Europe. Les conséquences sur l’économie russe seraient limitées par la flambée des prix qui interviendrait immédiatement. Le marché pétrolier présente assez de souplesses pour pouvoir s’adapter à cette situation, mais cela prendrait quelques mois.

Il n’en est pas de même pour le gaz. En effet, l’Europe n’a actuellement aucune solution de remplacement immédiate si les importations de gaz russe devaient cesser. Le 1er février, le Qatar, en réponse à une demande pressante de Joe Biden d’aider l’Europe, avait expliqué qu’il ne pourrait pas compenser à lui seul un volume d’approvisionnement suffisant. Pour renforcer les importations de gaz liquéfié américain, il faudrait construire de nombreux terminaux de regazéification, ce qui prendrait au minimum deux à trois ans. La seule solution envisageable serait de faire fonctionner la solidarité entre consommateurs de GNL mondiaux, comme cela a été le cas après l’accident de Fukushima. Mais même si cette solidarité fonctionnait à plein, elle serait insuffisante pour compenser le gaz russe.

En tout état de cause, la confiance entre l’Europe et la Russie est durablement rompue. Il est impératif que les pays européens, et en particulier l’Allemagne, se livrent à une remise en cause en profondeur de leurs politiques énergétiques afin de garantir au mieux la sécurité des approvisionnements et la résilience de notre économie dans ce nouveau contexte géopolitique. Cela implique une stratégie claire de limitation de la demande et de sensibilisation des consommateurs sur les économies d’énergie, mais aussi de développement du nucléaire et des énergies renouvelables (en particulier le gaz vert), et vraisemblablement de maintien du charbon. Les Européens vont devoir s’adapter à des prix plus élevés de l’énergie.

Lire l’article original sur le site du Monde.

Lionel Zinsou : « S’il perdure, le conflit Russie – Ukraine sera un tsunami pour l’Afrique et le monde »

Michel Taube

La guerre entre l’Ukraine et la Russie est loin d’être qu’une crise européenne.

La crise financière mondiale de 2008 avait entraîné des émeutes de la faim dans toute l’Afrique. On l’a oublié. C ‘est ce que rappelait Lionel Zinsou, ancien Premier Ministre du Bénin et éminent expert (et acteur !) financier international franco-béninois, devant le Cercle des nouveaux mondes, dirigé par Jean-Pierre Loubinoux, Fadila Palmer et Jean-Pierre Maureau , et composé d’éminentes personnalités comme, entre autres, Ghislaine Alajouanine, familière des lecteurs d’Opinion Internationale, et Christian de Boissieu.

Ajoutons-y notre conviction que les printemps et séismes que le monde arabe a connus deux ans plus tard doivent peut-être beaucoup à l’affaiblissement de régimes frappés par les dommages collatéraux de cette même crise de 2008.

Or, ajoutait Lionel Zinsou sous les dorures apaisantes du Cercle de l’Union Interalliée, si le conflit qui oppose aujourd’hui la Russie à l’Ukraine, deux greniers à grains de l’Afrique et de l’Europe, se prolonge au-delà d’un mois, ses effets seront dévastateurs pour toute l’Afrique, déjà fragilisée (malgré sa résilience remarquable) par la crise de la Covid.

Explosion des prix des matières premières, rupture des sources d’approvisionnement en produits alimentaires de base, détournement de l’attention portée aux enjeux africains… C’est un cocktail explosif qui s’annonce si les grands de ce monde ne parviennent pas rapidement à un accord diplomatique.

Lire l’article original sur le site d’Opinion Internationale.

Germany Awakens

By launching its brutal and unprovoked invasion of Ukraine and threatening the West with nuclear escalation, Russia has shaken the very foundations of the postwar order – and jolted Germany from its dream of effecting change through trade. But can Germany’s resolve withstand the economic pain to come?

MADRID – Russian President Vladimir Putin’s barbaric war on Ukraine seems to have awakened Germany from its post-Cold War slumber, with a dramatic shift in foreign and defense policy indicating a newfound recognition of Russia’s unreliability as a partner and the broader security challenges Europe faces. But can Germany’s tougher approach withstand a painful and protracted crisis, or will accommodationist voices regain traction, urging acceptance of the realities on the ground?

There is no doubting the resoluteness of Germany’s response to the Russian invasion. Beyond halting the Nord Stream 2 gas pipeline project, Chancellor Olaf Scholz has announced a €100 billion ($109 billion) increase in defense spending this year and agreed to send weapons – not just helmets – to Ukrainian fighters.

Moreover, Germany has participated in the imposition of sweeping Western sanctions aimed at isolating Russia and inflicting maximum economic pain. More fundamentally, Germany seems finally to have abandoned its long-held belief that dialogue is the only way to deal with the Kremlin.

Germany’s newfound mettle, which has been welcomed across Europe, was by no means guaranteed. For decades, Germany’s approach to geopolitics had emphasized rapprochement and economic engagement, with its Russia policy representing a kind of misguided continuation of the Federal Republic’s Cold War-era Ostpolitik. This persisted through Russia’s invasion of Georgia in 2008, its downing in 2014 of MH-17, a passenger flight passing over eastern Ukraine, and the Kremlin’s poisoning of political opponents like Alexei Navalny, who recovered from a nerve-agent attack in a German hospital.

Germany was not alone in taking a soft-handed approach to Russia. The United Kingdom has continually – and willingly – attracted Russian oligarchs’ dark money. In this sense, Britain’s sanctioning of oligarchs like Roman Abramovich also represents a notable shift.

But, historically, Germany has been at the center of Europe’s political tangles. This was often for the worse: Germany repeatedly disrupted Europe’s balance of power, leading to conflict and unparalleled bloodshed, culminating in World War II. But with the 1951 creation of the European Coal and Steel Community, which bound together Germany and France, the country’s role was transformed.

From Chancellor Konrad Adenauer’s tenure in the 1950s and early 1960s through Chancellor Helmut Kohl’s in the 1980s and 1990s, it was said that Germany would find its interests in the interests of the European project. Integration was the only conceivable path to a sustainable and lasting European peace, and Germany was essential to achieving that goal.

After reunification in 1990, Germany leveraged its economic strength and prowess to assume a unique convening power in Europe, which enabled it to define the EU’s agenda – and, thus, trajectory – for decades.

But Germany’s leadership was always selective. It used its influence – enhanced by an EU presidency – to press for the completion of an EU-China investment agreement just a month ahead of US President Joe Biden’s inauguration last year. (That deal is now in limbo, unlikely to be ratified by the European Parliament any time soon.) Germany also pushed forward Nord Stream 2, despite its allies’ concerns.

However, in areas that drew less German interest, such as banking union, the EU was left largely directionless. This dynamic is what prompted former Polish Foreign Minister Radosław Sikorski to declare in 2011 that he feared Germany’s power less than its inactivity. In fact, Germany’s selective leadership prevented the EU from forging ahead strategically and left it reliant on former Chancellor Angela Merkel’s personal mediation, which ended when her 16-year tenure did.

In this sense, Putin has done the West a favor. By launching a brutal and unprovoked invasion of Ukraine and threatening the West with nuclear escalation, he has shaken the very foundations of the postwar order – and jolted Germany out of its dream of Wandel durch Handel (change through commerce). If recent policy changes are any indication, a more comprehensive and strategic form of German leadership could emerge.

But the Western countries imposing costs on Russia will also face high costs, from low growth to skyrocketing energy bills. The post-pandemic recovery could be all but wiped out in much of Europe. Over time, this – together with the existential dread generated by Putin’s wanton nuclear threats – could generate significant pressure on European leaders to pursue normalization of relations with Russia and even greater accommodation of it. Germany’s coalition government will be no exception.

Putin would view any such shift as yet another demonstration of Western weakness, all but inviting him to pursue ever-bolder gambits. That is why the West, with Germany as a central player, must stand firm in defending its values and opposing Russia’s illegal aggression, despite the costs. Otherwise, sooner or later, we will find ourselves once again living in a world where, as the Athenian historian Thucydides famously put it, “the strong do what they can, and the weak suffer what they must.”

Read the original article on the site of Project Syndicate.

Russian demands to ease sanctions halt nuclear talks with Iran

By Steven Erlanger New York Times, Updated March 11, 2022

Iranian Foreign Minister Hossein Amir-Abdollahian told Iranian media Monday that Iran “will not allow any external factor to impact the national interests for removal of the sanctions.”

Iranian Foreign Minister Hossein Amir-Abdollahian told Iranian media Monday that Iran “will not allow any external factor to impact the national interests for removal of the sanctions.”ATTA KENARE/PHOTOGRAPHER: ATTA KENARE/AFP

BRUSSELS — Russian demands that a revised nuclear agreement with Iran shield it from sanctions halted efforts to revive the deal Friday, just as negotiators said they had all but finalized it.

Russia, facing a barrage of economic sanctions in response to its invasion of Ukraine, has taken its fight against those sanctions into the nuclear talks with Iran, effectively holding up the nuclear agreement as leverage.

The Russian demands have now severely complicated efforts to revive the nuclear deal, which places limits on Iran’s nuclear program in exchange for lifting sanctions against Iran.

At the least, the breakdown in talks Friday delays any prospect of a deal, as well as the possible resumption of Iran’s ability to sell oil on the world market.

The current US sanctions against Iran strictly limit its ability to sell oil, and Western countries had hoped that an agreement to lift those sanctions would ease the pressure on soaring energy prices as many countries have cut off imports of Russian energy.

European officials also worried that the Russian move would scuttle prospects for the deal entirely, allowing Iran to continue to enrich uranium and move closer to the ability to build a nuclear bomb.

Josep Borrell Fontelles, foreign policy chief of the European Union, which chairs the talks in Vienna, confirmed what he described as a “pause” in the talks “due to external factors.”

“A final text is essentially ready and on the table,” he said in a Twitter message, adding that he would continue to work with negotiators to “overcome the current situation and to close the agreement.”

But Russia, as a signatory to the 2015 nuclear agreement, has tried to use its final approval of the revived Iran deal to open a loophole in the sanctions levied against it since it invaded Ukraine last month.

Russia’s foreign minister, Sergey Lavrov, said Saturday that he wanted a written guarantee that sanctions “launched by the US will not in any way harm our right to free, fully fledged trade and economic and investment cooperation and military-technical cooperation with Iran.”

After a call between Lavrov and his Iranian counterpart, Hossein Amir-Abdollahian, Russia said a restored nuclear deal must “ensure that all its participants have equal rights” to develop “cooperation in all areas” with Iran.

The demand has tangled the Ukraine war with the Iran nuclear talks, two pressing issues that American officials insist are separate.

The sanctions imposed on Russia after the invasion, said Secretary of State Antony Blinken, “have nothing to do with the Iran nuclear deal.” He said they “just are not in any way linked together, so I think that’s irrelevant.”

American and Iranian officials are both eager to renew the deal: Iran desperately needs the lifting of sanctions that have crippled its economy, while the United States wants to restore the original deal’s limits on Iran’s ability to enrich uranium.

The parties have been negotiating for 11 months to try to restore the deal, which broke down when the Trump administration withdrew from the agreement in 2018. The Trump administration then applied a raft of new sanctions against Iran, and Iran began increasing its enrichment of uranium.

Iran has always denied it intends to build a nuclear weapon, but it is now considered to be within just several weeks of creating enough highly enriched uranium to create a bomb, even though it would take many more months to weaponize it.

Iran has criticized the new Russian demands. Amir-Abdollahian told Iranian media Monday that Iran “will not allow any external factor to impact the national interests for removal of the sanctions.”

The spokesman for Iran’s Foreign Ministry, Saeed Khatibzadeh, insisted Friday that “no external factor will affect our joint will to go forward for a collective agreement.” He expressed the hope that the pause could provide “momentum for resolving any remaining issues and a final return” to the deal.

On Tuesday, Britain, France, and Germany urged the completion of the deal. “The window of opportunity is closing,” they said in a statement. “We call on all sides to make the decisions necessary to close this deal now, and on Russia not to add extraneous conditions to its conclusion.’’

But Russia’s intentions are not yet entirely clear.

If Moscow wants guarantees limited to its obligations under the nuclear deal, that can be managed, officials say. If the Russian demand is broader, and includes exemptions from Western financial and trade sanctions, the deal could die.

While Russia is a member of the pact, its approval of a restored deal may not be legally necessary. But China and Iran may not want to proceed without it, and Russia remains a member of the commission that oversees compliance.

Though the deal is not dead yet, Iran analyst Trita Parsi wrote in the journal Responsible Statecraft, “Moscow does have the ability to harm the United States by delaying the agreement at a crucial point of Washington’s vulnerability to high oil prices. It may also have the ability to pull the plug on the agreement.

“It remains unclear, however,” he added, “if the Russian objective is to delay the deal to undermine the West’s efforts to pressure Russia over Ukraine or to completely scuttle the deal.”

Read the original article on the site of the Boston Globe.

From War of Choice to War of Perseverance

What could make the situation in Ukraine more ripe for a peaceful resolution? There are three potential sources of pressure that could be brought to bear on Russian President Vladimir Putin, but none is likely to induce him to negotiate seriously.

NEW YORK – “Ripeness is all,” noted Edgar in Shakespeare’s King Lear. When it comes to negotiations to limit or end international conflicts, he is right: agreements emerge only when the leading protagonists are willing to compromise and are then able to commit their respective governments to implement the accord.

This truth is highly relevant to any attempt to end the war between Russia and Ukraine through diplomacy. Ukrainian President Volodymyr Zelensky has any number of reasons to end a conflict that has already killed thousands of his citizens, destroyed large parts of several major cities, rendered millions homeless, and devastated Ukraine’s economy. And his standing has grown by the hour, giving him the political strength to make peace – not at any price, but at some price.

Already, there are signs he might be willing to compromise on NATO membership. He would not recognize Crimea as being part of Russia, but it might be possible for him to accept that the two governments agree to disagree on its status, much as the United States and China have done for a half-century concerning Taiwan. Similarly, he would not recognize the independence of the Donetsk and Luhansk “people’s republics,” but he could sign on to their being given significant autonomy.

The question is whether even this would be enough for Russian President Vladimir Putin, who has demanded the “de-Nazification” of Ukraine, a phrase that seems to call for regime change, as well as the country’s total demilitarization. Given that he has questioned whether Ukraine is a “real” country, it is hard to avoid the conclusion that he remains uninterested in coexisting with a legitimate government of a sovereign, independent state. So far, Putin has demonstrated he is more interested in making a point than in making a deal.

What could change this? What could make the situation riper for a negotiated solution? That is actually the purpose of the West’s policy: to raise the military and economic costs of prosecuting the war so high that Putin will decide that it is in his interest (he clearly cares little about the interests of Russia) to negotiate a ceasefire and accept terms that would bring peace. Again, this seems unlikely, if only because Putin almost certainly fears it would be interpreted as a sign of weakness, encouraging resistance to his continued rule.

Alternatively, he could be pressured to negotiate. In principle such pressure could come from below – a Russian version of “people power” in which the security services are overwhelmed, much as they were in Iran in the late 1970s. Or pressure could come from the side, from the few others who wield power in today’s Russia and could decide that they must act before Putin destroys more of Russia’s future than he already has. The former does not seem to be in the offing, given mass arrests and control of information, and there is simply no way of knowing if the latter might happen until it does.

The one other party that could put pressure on Putin to compromise is China and its president, Xi Jinping. True, China has publicly cast its lot with Putin, blaming the US for the crisis and even amplifying Russian conspiracy theories. Xi might have calculated that it is good for China to have the US preoccupied with the threat from Russia rather than focused on Asia. Xi also likely sees little or no upside in edging toward the US position, given bipartisan support in the US for a tough policy toward his country.

At the same time, Xi cannot be happy that Putin’s invasion violates a basic tenet of Chinese foreign policy, namely, to view sovereignty as absolute and not to interfere in other countries’ internal affairs. Instead of dividing the West, Putin has united it to an extent unseen since the collapse of the Soviet Union, while simultaneously contributing to worsening views of China in Europe. Nor can Xi welcome the risks the Ukraine crisis poses at a time when China’s post-pandemic economic recovery remains fragile and he is seeking an unprecedented third term in power.

While the chances of changing China’s calculus are low, efforts to do so should nonetheless be explored. As a first step, the US should reassure China that it stands by its one-China policy. US President Joe Biden’s administration could rescind the Trump-era tariffs, which have failed to induce any change in Chinese economic practices and have contributed to inflation at home. It could also signal its willingness to restart a regular strategic dialogue.

Most important, Chinese leaders should be made to understand that this is a defining moment for their country and its relationship with the US. If China continues to side with Putin, if it provides military, economic, or diplomatic support to Russia, it will face the prospect of economic sanctions and stricter technology controls in the short run and deep American enmity in the long run. In short, the US should make clear that the strategic costs for China of its alignment with Russia will far outweigh any benefits.

There is no way of knowing whether Xi will elect to reorient his stance, and if he did, whether it would cause Putin to approach negotiations in good faith. Without China’s support, though, Putin would be even more vulnerable that he already is.

For now, a negotiated peace remains a long shot. There is no evidence that battlefield losses, the costs of sanctions, or internal protest will deter Putin from continuing his efforts to raze Ukraine’s cities, crush its spirit, and oust its government. Meanwhile, the people, army, and leadership of Ukraine, backed by the West, continue to demonstrate extraordinary resilience. An unwarranted war of choice is morphing into an open-ended war of perseverance.

Read the original article on the site of Project Syndicate.

Jean-Claude Trichet: Former ECB Officials Clash on Whether Surprise Move Was Needed

Former European Central Bank President Jean-Claude Trichet reacts to the ECB’s decision to accelerate its wind-down of monetary stimulus. He speaks with Bloomberg’s Guy Johnson and Kailey Leinz on “BloombergMarkets: European Close.”

Two top former European Central Bank officials disagreed on whether the institution was right to unveil a speedier withdrawal of monetary stimulus as war rages across the currency bloc’s border.

Speaking on Bloomberg Television after Thursday’s ECB meeting, former chief economist Peter Praet said accelerating the reduction in net asset purchases amounted to “fine tuning” that was misinterpreted as a stronger message.

“I personally would not have given that signal,” Praet said.

Ex-ECB President Jean-Claude Trichet, meanwhile, said the sharp upward revision to inflation forecasts that accompanied the policy announcement meant officials had to do something to anchor price expectations. 

“You cannot have a central bank immobile when you have a level of core inflation at 2.7%,” he said. “If they had done nothing, it seems to me that they would have taken some risks.”

The difference of opinion mirrored tensions between current Governing Council members as they grapple with the need to protect the euro-area economy from the impact of Russia’s invasion while containing the quickest inflation since the common currency’s creation.

ECB President Christine Lagarde said some of her colleagues wanted to keep all policy settings on hold, given the heightened uncertainty. Others, she said, called for a more forceful commitment to end stimulus.

While Lagarde described the outcome as “balanced,” it still caught markets off-guard, sparking a selloff in bonds and volatility for the euro.

“It was naive to think that the ECB would do nothing when the inflation projections were augmenting quite considerably,” Trichet said. 

Read the original article on the site of Bloomberg.

Kemal Dervis: Will Ukraine’s tragedy spur UN Security Council reform?

The war in Ukraine has once again shown that the veto power wielded by the United Nations Security Council’s five permanent members is a major obstacle to peace. Introducing a mechanism for overturning permanent members’ vetoes would make the body much more legitimate and effective.

WASHINGTON, DC – Russia’s invasion of Ukraine has exposed many grave weaknesses in the international order. One prominent flaw that needs addressing concerns the United Nations Security Council and its role in overseeing the multilateral system. Specifically, and underscoring a point we highlighted in our essay in a recent Brookings Institution report, the war in Ukraine has once again shown the veto power of the Security Council’s five permanent members to be a major stumbling block to peace.

Chapter I, Article 1 of the UN Charter, which was drafted following the devastation of World War II, states that the UN’s first purpose is to maintain international peace and security. To that end, the organization aims to prevent threats to peace, suppress acts of aggression, and bring about peaceful settlement of international disputes. Chapters VI and VII of the Charter entrust this core mission to the Security Council.

But the absolute veto power granted by Article 27 to each of the Council’s permanent members (the P5, comprising China, France, Russia, the United Kingdom, and the United States) has from the beginning been a key obstacle to the body’s fulfillment of its mission. That is because the P5 have almost always been divided into rival geopolitical blocs, with a member of one bloc – mostly either the Soviet Union (and now its heir, Russia) or the US – exercising its veto on many crucial decisions.

Russia’s savage blitz on Ukraine is a stark reminder of the Security Council’s impotence when the interests of one or more of the P5 conflict with those of the other members. After WWII, optimists hoped that a threat to security would lead the Security Council initially to impose comprehensive binding economic sanctions in order to deter aggression and encourage peaceful conflict resolution.

But in the current Ukraine conflict, Russia’s Security Council veto means that the US and its allies can impose sanctions only through a “coalition of the willing.” True, the large number of countries and the extraterritorial reach of the dollar-based payments system gives US-imposed sanctions tremendous clout. Yet, in this case as in others, a Security Council-enforced system of global sanctions would be even more debilitating to the sanctioned economy.

Moreover, the emerging role of digital money and changes in the international monetary system that it might bring about could soon diminish the dollar’s role and reduce what a US-led coalition of the willing can achieve. And in other cases, such as former US President Donald Trump’s 2018 decision to reimpose harsh economic sanctions against Iran, the dollar’s extraterritorial reach has generated considerable resentment even among US allies.

Finally, while much of the world is currently rallying around the US-led coalition of democracies in the face of blatant Russian aggression against Ukraine, unfortunately we cannot rule out the possibility that a future Trump or Trump-like administration in the US does something that could potentially make its Security Council veto a problem for much of the democratic world.

The fact that an increasingly illegitimate and ineffective Security Council lies at the heart of today’s multilateral system is all the more unfortunate given the growing range of threats to peace and security. These include not only conventional acts of aggression of the sort the world is witnessing in Ukraine – and which could yet escalate to nuclear exchanges – but also other security threats posed by new technologies.

For example, state or non-state actors could cause havoc through devastating cyberattacks or the abuse of artificial intelligence. Synthetic viruses even more deadly than the coronavirus that caused COVID-19 could inflict unspeakable harm, whether through bioterror or bio-error. And climate change is a threat to all of humanity that must be on a reformed Security Council’s radar screen. Tight and universally binding regulations are urgently needed in all of these domains.

We therefore advocate radically changing the way the Security Council operates, by introducing the possibility of overturning a permanent member’s veto. This could be done by adding a clause to Article 27 that would allow a large double majority – representing, for example, at least two-thirds of member countries and two-thirds of the world’s population – to override a veto.

Our proposal would be vetoed today by Russia and probably China – and perhaps also by the three democracies among the P5, including the US. But a large majority of countries would likely support it. In fact, this is an ideal time for the world’s democracies, including the US, to propose such a change. By backing it, President Joe Biden’s administration could seize the moment and show its determination to create a more equitable and inclusive multilateral system. This would send a powerful – and widely welcomed – message that the US is confident that its enlightened national self-interest will be in accord with the interests of a large majority of the world’s countries and people.

At first, such a proposal would be unlikely to get sufficient backing in the US Congress. But every crisis contains an opportunity. A scheme as outlined above could spur support for reform in the US and other democracies among all who are concerned about old and new threats to human security.

With peace increasingly at risk, the Security Council could play a much greater role in mitigating dangers. Let us hope that Russia’s aggression against Ukraine triggers a radical change that makes the body more legitimate and effective.

Read the original article on the site Project Syndicate.

Beyond the Ukraine war

Prince Michael of Liechtenstein at 2015 WPC

Whatever the outcome of the war in Ukraine, eventually the West, and especially Europe, will have to learn to live with Russia, finding a path forward based on mutual respect.

Ukraine on the “grand chessboard”
Ukraine has become a strategic piece on the “grand chessboard” of geopolitics. © GIS

An unfortunate fate has befallen Ukraine. On one hand, it has become a bargaining chip in a larger security confrontation between Russia and NATO. On the other, the Kremlin considers the country an essential part of Russian identity.

Now, Russian troops have invaded Ukraine. The outcome of this conflict remains uncertain. The Ukrainians’ bravery in their resistance deserves our admiration and support, and we must acknowledge that Russia’s aggression has had a unifying effect on Western and Central Europe. Still, it is necessary to analyze the situation with a cool head and look beyond the war.

Misconceptions abound

The dominant view in the West is that the blame lies with Russian President Vladimir Putin’s megalomania and hunger for power. There is even widespread speculation that he has gone mad. But this may not be the case, since it appears that the broader Russian public still shares President Putin’s views.

Some in the West think the best way to live with Russia is to change it. This is arrogant and strengthens Russian assertiveness.

In Russia, the official narrative is that NATO – in reality, a defensive alliance – is acting aggressively. The regime offers the bombing of Belgrade in the 1990s as an example that the North Atlantic alliance frequently behaves this way. Russia worries about the security of its long borders, which stretch thousands of miles, as well as about foreign intervention in its internal affairs. In Russia, Western culture and some of its values are widely considered decadent. Russia wants to avoid being forced to apply the West’s systems.

This is important to understand. There is an attitude in the West that the best way to live with Russia is to change it, to have it implement Western standards of governance and values. This is a dangerous preconception: it is arrogant and strengthens Russian assertiveness. Another view is that a change in Russian leadership would be advantageous and allow for a better relationship. This may also be a shortsighted misconception.

Living with Russia

Taking a neutral view, we can see revisionist behavior on the Russian side, justified by the pretext of national security. On the Western side, we can see a missionary-like drive to enforce certain “values” that might not be accepted by the Russian people.

What can be done in the short and long term? Certainly, the bloodshed in Ukraine has to be stopped without Ukrainian capitulation. Terms need to be carved out. Most European countries have acted decisively, although some, such as Germany, were very late in doing so. They are supporting Kyiv’s defense and President Zelenskiy, and putting pressure on Russia. Finally, the long-ignored need to improve European defense has become obvious.

We hope that Europe’s new assertiveness will prevail, allowing it to negotiate with Russia as an equal. This could also help Ukraine.

It is not certain that Russians are ready or willing to adopt what Europe claims are its values.

European countries need to live with Russia, which used to consider itself European. This history can be an advantage. However, it is not certain that Russians are ready or willing to adopt what Europe claims are its values. Their refusal to do so will need to be respected, and this understanding could, hopefully, be used as a foundation for forming a peaceful neighborhood and engaging in economic cooperation.

The North Atlantic partnership with the United States is crucial for Europe. It has protected European countries for close to 80 years. However Russia, a European and Asian power, is the Old Continent’s closest neighbor. The long-term objective must be an equitable relationship, ideally based on mutual respect.

Nevertheless, European countries need the means to ensure peace and the sovereignty of Russia’s neighbors. Respect also means that the West should not try to intervene in Russia’s internal matters. Yet Western and Central European countries also require a strong defense, to act as a deterrent against incursion.

Finding a deal

For now, Ukraine needs immediate help. Turkey is one country for which Ukraine’s independence is of utmost importance. Moscow is Ankara’s main rival in regional geopolitics and security. Ideally, Turkey would mediate discussions and help find an agreement on a new framework for security in Europe and the Black Sea. Creating such a framework is in the interest of all sides. The sole precondition should be an immediate cease-fire. (While demands for Russia to retreat are justified, they are also unrealistic.) The objective would be to protect the sovereignty of the countries from the Baltic Sea, through Ukraine to Georgia.

Such an agreement should not leave room for interpretation and guarantee Russia’s neighbors’ full sovereignty and their right to self-determination.

Investing in defense protects peace – it is not warmongering.

To ensure compliance, European countries would have to increase the size and effectiveness of their militaries. Germany, which over the past 20 years has irresponsibly neglected its defense, has begun to make up for lost time.

Like some before him, former U.S. National Security Adviser Zbigniew Brzezinski saw Eurasia as the great prize in geopolitics. He expounded upon this point in his 1997 book “The Grand Chessboard.” He argued that without Ukraine, Russia would cease to be a Eurasian empire. He pleaded for Ukraine to be admitted to NATO, but also appealed for the West not to corner Moscow. He excluded any possibility for Russia to join NATO, since it would shift the balance of power within the alliance, but he did propose a special partnership.

These are interesting proposals, especially from an American point of view. However, it also shows that Brzezinski, a visionary, saw ways to achieve a close, fruitful coexistence. On the other hand, he argued that to protect U.S. interests, Washington should not allow Western European countries’ relations with Russia to become too close. This position does not contradict the above vision for a Russia-West relationship that benefits both sides.

Now, determination and efforts to improve defense will be key for Europe. The Romans used to say that if you want peace, prepare for war. Switzerland and Sweden were the only two European countries to avoid major conflict in the 20th century, which saw both World Wars break out. These countries both had strong defenses, making it too costly to attack them.

Investing in defense protects peace – it is not warmongering, to the contrary of various political groups’ claims. Investing in a fire brigade does not mean you want a fire to break out.

Read the original article on the site of GIS.

La guerre en Ukraine coûtera à l’Europe 175 milliards d’euros

L’invasion de l’Ukraine par la Russie va profondément affecter les économies européennes. Dans une tribune à « l’Obs », Jean Pisani-Ferry, professeur de politique économique à Sciences-Po et chercheur du think tank européen Bruegel, analyse cet impact budgétaire en dix points.

Publié le 

1. La guerre [en Ukraine, NDLR] aggrave le choc d’offre auquel nos économies étaient déjà confrontées du fait de la hausse des prix de l’énergie. Pour la BCE [Banque centrale européenne], elle accentue le dilemme entre maîtrise de l’inflation et soutien de l’activité. Au-delà du soutien ciblé aux ménages vulnérables, cela justifie temporairement des mesures hétérodoxes de limitation de l’impact inflationniste de la hausse des prix des combustibles (fiscalité, suspension de la fixation du prix de l’électricité sur la base du prix de l’énergie marginale, contrôles des prix).

2. L’efficacité du blocage des réserves de change est aujourd’hui très grande (plus que celle de l’exclusion de Swift, qui touche moins de la moitié du système bancaire). Mais si la Russie continue d’exporter du pétrole et du gaz aux prix actuels, elle va rapidement reconstituer ses avoirs. Il ne sert à rien de s’attaquer au stock (les réserves) si l’on ne touche pas aux flux (les revenus d’exportation).

3. La question touche en particulier au gaz, dont l’exportation requiert des infrastructures. L’Union européenne et la Russie ont l’une et l’autre les moyens d’un chantage économique réciproque, mais l’UE peut plus facilement diversifier ses imports, tandis que la Russie ne peut pas diversifier ses exports.

4. L’Union doit préparer une réduction de ses importations de gaz russe. Il faudra, d’une part, limiter la demande de gaz (en retardant la fermeture de centrales, en freinant la consommation des ménages) et, d’autre part, organiser les approvisionnements alternatifs, leur stockage et leur acheminement. Il faut engager rapidement une initiative d’ampleur, étroitement coordonnée, et annoncer une réduction par étapes des importations de gaz russe. Cela demandera une forte prise en charge publique du coût de l’opération (pour quelque 75 milliards d’euros en 2022), et un effort de solidarité important entre pays européens.

5. A plus long terme, il faut repenser l’architecture d’un système énergétique européen qui a largement préservé les préférences nationales mais ne sert ni l’efficacité ni la sécurité collective. Cela suppose des investissements d’interconnexion, des surcapacités et la définition de plans de crise.

6. L’afflux de réfugiés n’est pas un problème pour le moyen terme (s’ils ne rentrent pas en Ukraine, ils s’intégreront rapidement au marché du travail) mais, à court terme, il faut s’attendre à plusieurs millions de réfugiés, avec un coût qui pourrait atteindre une trentaine de milliards d’euros en 2022.

7. L’annonce par l’Allemagne d’une augmentation du budget de la défense sera suivie par des initiatives parallèles dans les autres pays. Dans le périmètre de l’UE, il faudra sans doute 20 milliards d’euros de dépenses supplémentaires à court terme (cette année), et au bas mot 70 milliards d’euros (un demi-point de PIB) à moyen terme.

8. Au total, le coût budgétaire de ces mesures pourrait dépasser un point de PIB en 2022 (175 milliards d’euros dans le périmètre de l’Union européenne), réparti entre budgets nationaux et financement conjoint. L’UE va être contrainte de retarder la désactivation de la clause d’exemption du Pacte de stabilité.

9. A moyen terme, à l’investissement additionnel dans la dépense (au minimum un demi-point de PIB) va s’ajouter l’investissement vert (un demi-point de PIB aussi) et compliquer le rééquilibrage des finances publiques, dans un contexte où les marchés seront plus frileux, plus méfiants à l’égard des actifs européens, et plus inquiets sur les risques de solvabilité.

10. L’Union engage, dans la crise, sa réorientation vers la fourniture de biens publics européens. Dans l’immédiat, des flexibilités peuvent être trouvées. Cependant, il faudra très vite mettre en place un nouveau budget et un nouvel instrument inspiré de l’emprunt commun Next Generation EU (mais certainement moins redistributif).

Par Jean Pisani-Ferry
Lire la tribune sur le site de L’Obs.

Richard Haass: US expert suggests Russia’s invasion could affect global security

Monday, March 7

US expert suggests Russia's invasion could affect global security

Richard Haass, a US expert on diplomatic matters, has suggested that Russia’s invasion of Ukraine may have a global impact on security in an interview with NHK.

Haass is the president of the Council on Foreign Relations, an independent US think tank. He was formerly Director of Policy Planning at the State Department during the presidency of George W. Bush.

Haass said the world operates on certain principles or rules, and that the most basic rule is that borders and sovereignty ought to be respected. He said, “We ought not to try to change borders through the use of force,” adding that Russia is clearly violating this rule.

He then pointed out that if Russia can cross borders to enter neighboring countries, other nations may say they can also do that. He said, “if that begins to happen, then we’ve moved from a world of order to a world of anarchy, and I think that would be a disaster.”

One of the questions put to Haass was whether the Russian invasion would have an impact on the policy of US President Joe Biden, particularly with regard to the American position in Asia. Biden has described China as his country’s “most serious competitor.”

Haass said if the US has to do more in Europe in response to the crisis in Ukraine, countries such as Japan and Australia will have to do more as well. He pointed out that Japan spends just over 1 percent of its GDP on defense, describing this amount as “not enough.”

Read the original article on the site of NHK.

Guerre en Ukraine : « Pourquoi l’OIF est restée silencieuse »

Par Louise Mushikiwabo
Louise Mushikiwabo, la secrétaire générale de l’Organisation internationale de la francophonie, en juin 2019 © Vincent FOURNIER/JA
Dans le concert quotidien des prises de positions depuis l’entrée le 24 février des troupes russes en Ukraine, manquait encore celle de Louise Mushikiwabo. Consciente de l’incompréhension que pourrait susciter la prolongation de ce silence, notamment auprès de certains pays membres, la secrétaire générale de l’Organisation internationale de la Francophonie (OIF) prend la parole, en son nom. Et c’est à Jeune Afrique qu’elle a réservé la primeur de ses explications.

J’entends depuis quelques jours l’incompréhension de quelques États membres concernant mon silence face à la situation en Ukraine. Certains ont exprimé leur étonnement que la Francophonie, une organisation basée sur les valeurs de paix et de démocratie, n’ait pas encore pris position face à ce conflit entre la Russie et l’Ukraine, membre observateur de notre organisation.

Si je devais donner mon point de vue personnel, il serait bien entendu conforme à la position prise par plusieurs pays de notre espace, dont mon pays, le Rwanda, qui a donné sa signature au projet de résolution porté par l’Assemblée générale, demandant l’arrêt immédiat des combats.

JE NE PEUX QU’ÊTRE SENSIBLE AU SORT DES MILLIONS D’UKRAINIENS QUI SE RETROUVENT BRUTALEMENT EN SITUATION D’INSÉCURITÉ

Venant d’un pays qui a été tristement célèbre pour le plus grand nombre de réfugiés dans le monde depuis les années 60, un pays qui, abandonné par la communauté internationale, a connu le dernier génocide du XXe siècle, avec toutes ses conséquences dramatiques, tant sur le plan humanitaire qu’économique, je ne peux qu’être sensible au sort des millions d’Ukrainiens qui se retrouvent brutalement en situation d’insécurité.

Mais je suis aujourd’hui secrétaire générale d’une organisation qui regroupe 88 États et gouvernements membres, dont la position s’est exprimée différemment depuis le début du conflit. Notre organisation est une organisation dont le fonctionnement est basé sur le principe du consensus.

Le vote récent de la résolution de l’Assemblée générale a connu l’abstention d’une dizaine de pays membres de la Francophonie. Et je ne peux ignorer le fait que notre espace a, dans l’actualité récente, connu des conflits pour lesquels notre organisation n’a pris aucune position. L’exemple le plus récent est celui de l’Arménie, membre à part entière et qui assure actuellement la présidence du sommet, depuis 2018, et pour lequel la Francophonie n’a pas pris de position officielle lorsqu’il était menacé jusque dans sa survie.

J’AI SOUHAITÉ QUE LE SUJET SOIT MIS SUR LA TABLE DES DISCUSSIONS DES PROCHAINES RÉUNIONS DE NOS ÉTATS AFIN QU’ILS PUISSENT PRENDRE UNE POSITION FERME ET UNIE

Dans mon jugement en tant que représentante des États membres, dans leur totalité, je pense que nous avons besoin de cohérence institutionnelle ! Un élément-clé, dont nous ne pouvons nous passer alors que le monde, et le monde francophone en particulier, ne manquera pas d’être soumis à d’autres situations de conflits. C’est la raison pour laquelle j’ai souhaité que le sujet soit mis sur la table des discussions des prochaines réunions de nos États, dans les tous prochains jours, afin qu’ils puissent, dans l’esprit de consensus qui caractérise nos instances, prendre une position ferme et unie face à cette situation dont la gravité n’est plus à questionner. Un consensus que j’appelle de tous mes vœux !

Je conclus en adressant tout ma solidarité envers les populations ukrainiennes éprouvées et contraintes à l’exil, ainsi qu’envers tous les ressortissants étrangers, pris au piège d’un conflit qui les dépasse. J’en appelle à la solidarité internationale.

Lire l’article original sur le site de Jeune Afrique.

« La guerre en Ukraine a donné naissance à une Europe géopolitique »

Josep Borrell

Pendant des années, les Européens ont débattu de la manière de rendre l’Union européenne plus solide. Au cours de la semaine qui a suivi l’invasion russe, l’Union a sans doute avancé davantage sur cette voie qu’au cours de la décennie précédente, estime son haut représentant pour les affaires étrangères et la politique de sécurité.

Publié le 

Certaines semaines peuvent ressembler à des décennies, et la dernière a été l’une d’entre elles. Avec l’agression brutale de la Russie contre l’Ukraine, la tragédie de la guerre a fait son retour une fois de plus en Europe. Les forces russes bombardent des maisons, des écoles, des hôpitaux et d’autres infrastructures civiles. La machine de propagande du Kremlin est poussée à l’extrême pour justifier l’injustifiable. Plus d’un million de personnes ont déjà fui les violences et d’autres suivront.

Les Ukrainiens, quant à eux, défendent héroïquement leur pays, galvanisés par l’action de leur président Volodymyr Zelensky. Face à l’escalade dans l’agression et aux prétentions absurdes du Kremlin qui nie leur identité nationale, les Ukrainiens ont fait preuve d’unité et de résilience. Coincé dans sa vision passéiste, le président russe Vladimir Poutine s’est sans doute convaincu que l’Ukraine lui revient pour réaliser son projet de « grande Russie ». Mais les Ukrainiens ont montré que c’est à eux que leur pays appartient, et qu’ils ont bien l’intention de lui donner un avenir européen.

L’Union européenne s’est mise en mouvement. Alors que certains s’attendaient à ce que nous tergiversions, nous divisions et tardions, nous avons agi à une vitesse record pour soutenir l’Ukraine, en brisant plusieurs tabous. Nous avons imposé des sanctions sans précédent aux oligarques liés au Kremlin et aux responsables de la guerre. Des mesures qui étaient impensables il y a quelques jours à peine – comme l’exclusion des principales banques russes du système Swift et le gel des avoirs de la Banque centrale russe – sont désormais en place. Et pour la première fois, l’Union européenne aide ses Etats membres qui fournissent des équipements militaires à l’Ukraine assiégée, en mobilisant 500 millions d’euros dans le cadre de la « facilité de soutien à la paix européenne ».

Nous avons pris ces décisions en concertation étroite avec nos partenaires extra-européens afin de leur assurer une efficacité maximale. Les Etats-Unis, le Royaume-Uni, le Canada, la Suisse, le Japon, Singapour et de nombreux autres pays se sont joints à nous pour adopter des sanctions sévères. L’indignation internationale contre la Russie se répercute jusque dans le sport et les arts. Une foule d’entreprises quitte le marché russe.

Pourtant, les nouvelles en provenance du terrain ont de quoi nous glacer d’horreur, et personne ne sait comment cette guerre va se terminer. Vladimir Poutine tentera d’excuser le bain de sang qu’il a déclenché en le décrivant comme le sous-produit inévitable d’un affrontement mythique entre l’Ouest et le Reste du monde, mais il ne convaincra quasiment personne. La grande majorité des pays et des peuples de la planète refusent un monde où un autocrate pourrait simplement s’emparer du territoire d’un voisin qu’il désire grâce à une agression militaire.

Le 2 mars, l’Assemblée générale des Nations unies a voté à une majorité écrasante – 141 pays – en faveur de la souveraineté de l’Ukraine, dénonçant les actions de la Russie comme une violation manifeste de la Charte des Nations unies et du droit international. Seuls quatre pays ont voté avec la Russie (et 35 autres se sont abstenus). Cette démonstration d’un large consensus mondial montre à quel point les dirigeants russes ont isolé leur pays. L’UE a travaillé d’arrache-pied pour obtenir ce résultat aux Nations unies et nous partageons le point de vue du secrétaire général des Nations unies, Antonio Guterres : il faut maintenant stopper la violence et ouvrir la voie à la diplomatie.

Vote d’une résolution sur l’Ukraine par l’assemblée générale des Nations unies, le 2 mars 2022 à New York. (Seth Wenig/AP/SIPA)

Vote d’une résolution sur l’Ukraine par l’assemblée générale des Nations unies, le 2 mars 2022 à New York. (Seth Wenig/AP/SIPA)

Au cours de la semaine qui a suivi l’invasion russe, nous avons également assisté à la naissance tardive d’une Europe géopolitique. Pendant des années, les Européens ont débattu en effet de la manière de rendre l’Union européenne plus solide en lui donnant une unité de vues et les moyens de poursuivre ses objectifs politiques sur la scène mondiale. Au cours de la semaine écoulée, nous avons sans doute avancé davantage sur cette voie qu’au cours de toute la décennie précédente.

Il s’agit certes là d’une évolution positive, mais il reste encore beaucoup à faire. Nous devons tout d’abord, nous préparer à aider l’Ukraine et son peuple sur le long terme, dans leur intérêt comme dans le nôtre. Il n’y aura en effet plus de sécurité pour personne en Europe si nous laissons Poutine l’emporter. S’il n’y a plus de règles, nous serons tous en danger. C’est pourquoi nous devons veiller à ce que l’Ukraine libre survive. Et à cette fin, nous devons maintenir la porte ouverte vis-à-vis de la Russie pour qu’elle revienne à la raison et que la paix puisse être rétablie.

Deuxièmement, nous devons mesurer ce que cette guerre signifie pour la sécurité et la résilience de l’Europe de manière plus générale. Si on pense à la dimension énergétique, la réduction de notre dépendance à l’égard des importations en provenance de puissances autoritaires et agressives est un impératif stratégique majeur. Il est absurde que nous financions littéralement notre adversaire pour nous faire la guerre. L’invasion de l’Ukraine devrait donner un nouvel élan à notre transition énergétique. Chaque euro que nous investissons dans le développement des énergies renouvelables réduira notre vulnérabilité stratégique tout en contribuant à éviter un changement climatique catastrophique. Renforcer notre indépendance signifie également s’attaquer aux réseaux agressifs de désinformation de la Russie et s’en prendre à l’écosystème de trafic d’influence du Kremlin.

Troisièmement, dans un monde où la puissance domine, nous devons avoir la capacité de contraindre nos adversaires et de nous défendre. Oui, cela inclut les moyens militaires et nous devons les développer davantage. Mais l’essence de ce que l’UE a fait cette semaine a été d’utiliser tous les leviers politiques dont elle dispose – qui restent principalement de nature économique et réglementaire – comme instruments de puissance. Nous devrions poursuivre dans cette voie au cours des semaines à venir, en Ukraine mais aussi ailleurs, en cas de besoin.

La mission principale d’une « Europe géopolitique » est claire. Nous devons utiliser notre nouvelle capacité de mobilisation, d’abord pour garantir une Ukraine libre, et ensuite pour rétablir la paix et la sécurité sur tout notre continent.

Copyright : Project Syndicate, 2022.
www.project-syndicate.org

Lire l’article original sur le site de L’Obs.

How Europe can sustain sanctions against Russia

March 03 2022

Europe

RETHINKING: The Russia-Ukraine crisis will require rethinking how European countries allocate their budgets and govern key sectors, some of which are only loosely connected with defence and security.

By Ana Palacio, Silvia Merler, Francesco Nicoli And Simone Tagliapietra Madrid

Russian President Vladimir Putin’s decision to invade Ukraine is a dramatic wake-up call for Europe. The European Union can no longer be a passive player in global affairs. It must reinforce its own security structure within the broader context of Nato.
The Covid-19 crisis offers important lessons in this regard. The intuition behind Europe’s response to the pandemic was that a common, symmetric, external shock to economic policymaking called for common, internally coherent, and consensual solutions. This translated into a political agreement to create a centralised spending initiative financed with funds raised by the European Commission. The new Recovery and Resilience Facility provided EU member states with the means – including through fiscal transfers – to respond to the health crisis and its economic consequences.
In the face of Putin’s blitz, Europe urgently needs a similar mechanism to finance investment in its long-term safety, and to help member states bear the economic cost of enacting meaningful sanctions against Russia. The steps needed to secure Europe geopolitically will be costly, and they will go beyond simply supporting our ageing military forces.
Part of the cost will stem from the effects of sanctions, and part from the need to adapt to the new geopolitical environment. Not all EU members have enough fiscal capacity to absorb these costs. Some (such as Italy) have much higher levels of public debt, and others (such as Germany) are more exposed to the rebound effects of sanctions.
Moreover, no EU member can feasibly pursue rapid and full diversification away from Russian gas. As former Russian president Dmitri Medvedev has threatened, Europeans face the prospect of skyrocketing gas prices. And with Ukraine and Russia together accounting for almost 30% of global wheat exports, food also will be affected worldwide – a problem compounded by an increase in the price of fertilisers, of which Russia is a major producer.
The downside risks to the economy will therefore include new inflationary pressures on top of those associated with the post-pandemic reopening. Facing the spectre of stagflation, the European Central Bank may feel more pressure to tighten monetary policy. If so, the expectation of rate increases might in turn force some countries into fiscal tightening, which would render meaningful additional security spending all but impossible.
Nonetheless, a united Europe is needed now more than ever to maintain sufficiently severe sanctions against Russia, and to mitigate the short-term pain from Russian counter-sanctions. With European gas storage facilities still 30% full, and with the possibility of receiving additional liquefied natural gas (LNG), Europe can survive the winter even with an interruption of all Russian gas flows. But to manage this worst-case scenario, European countries will need to show solidarity by sharing scarce resources with those most in need, and by extending EU financial support to the most-affected countries.
After that, two more measures will be needed to ensure longer-term solidarity on energy issues. First, EU countries must (finally) build the gas interconnections that are needed to make the EU energy market more flexible and resilient to shocks. For example, pipelines connecting Spain and France would enable the rest of Europe to tap into Iberia’s large LNG infrastructure.
Second, EU countries must turn gas storage into a strategic asset. The companies that own storage sites should be required to fill them up ahead of winter, and EU member states should consider developing a regional strategic gas storage system like the US Strategic Petroleum Reserve.
Europe also needs to prepare itself to welcome war refugees. A mechanism will be needed for distributing potentially millions of refugees within the Union, and for supporting host countries financially. One possible blueprint is the EU’s Support to mitigate Unemployment Risks in an Emergency (SURE) initiative, which was rolled out during the pandemic to reinforce national social-security systems.
Moreover, Western companies and financial institutions hit hard by the effects of the war and new sanctions must not suffer liquidity crises. The Russian economy is likely to be abruptly disconnected from Western markets, and the Ukrainian economy will deteriorate fast. Many Western companies will be exposed to these developments and will need time and support to refocus their assets and business plans.
Europe’s response here should include activating new state aid exceptions under articles 107(3) and 109 of the Treaty on the Functioning of the European Union. But it must not stop there. As in the Covid-19 crisis, a straightforward suspension of the state-aid framework could produce a scenario in which rich countries are able to shield their markets much more than poorer countries can, undermining competition in the internal market. Europe therefore needs a facility to provide equal backing to all affected companies and financial institutions.
Finally, we cannot shy away from updating the ageing European military infrastructure. In the past, EU countries have benefited from joint military procurement on specific projects through the European Defence Agency. This approach now needs to be scaled up substantially and backed by common resources, with guidelines that all assets purchased be used to reform and modernise the national units participating in EU-level defence through EU Battlegroup or Nato assignments.
The Covid-19 Recovery and Resilience Facility was successful because it accounted for different interests in the name of fighting a common problem. It should now be augmented with a security facility to provide financial support for the difficult measures that will be needed to sustain a united front vis-à-vis Russia. In addition to loans to deal with short-term issues such as illiquidity, there should be common spending to finance structural adaptation over the medium term, especially to support defence spending, refugee resettlement, and the energy transition.
Accordingly, the facility should be financed with EU bonds, which should be eligible for purchase by the ECB – thus also serving as a much-needed EU safe asset.
The Russia-Ukraine crisis will require rethinking how European countries allocate their budgets and govern key sectors, some of which are only loosely connected with defence and security. This transition is not a choice, but rather a necessary response to dark times. — Project Syndicate

Read the original article on the site of Gulf Times.

Droits des femmes en Afrique : Aminata Touré réclame des moyens financiers

7 mars 2022

Une jeune fille arrive aux cours du soir dans le quartier de Ouakam, à Dakar, le 16 janvier 2019. © Zohra Bensemra/REUTERS

À l’occasion du 8 mars, l’ancien Premier ministre du Sénégal invite les dirigeants africains à oser délier les cordons de la bourse pour que les femmes deviennent de véritables actrices de l’émergence économique et sociale du continent.

Tous les ans, le 8 mars replace les femmes – la moitié du ciel – au cœur de l’actualité, pour cette seule et unique journée qui leur est internationalement dédiée. Une fois encore, gouvernants, médias et bien-pensants rappellent la place importante qu’elles occupent dans la société africaine, leur rôle central dans la famille, leur complémentarité indispensable à l’homme et tutti quanti.

Miser sur les femmes

Il va pourtant falloir accélérer la cadence de l’avancement de leurs droits, dans un contexte post-Covid qui révèle une gestion de la pandémie somme toute concluante, le continent n’ayant pas enregistré ces millions de morts que lui prédisaient de nombreux oiseaux de mauvaise augure. En effet, les gouvernements africains ont su mettre à profit leurs expérience et expertise vieilles de plusieurs décennies en matière de lutte contre les épidémies.

Il va falloir renforcer cette confiance en nous pour relancer au plus vite nos machines économiques et donner une nouvelle impulsion à notre développement durable. Pour ce faire, nos dirigeants devront miser sur les femmes en transformant encore plus vite leurs conditions de vie et en leur ouvrant toutes les opportunités qui feront d’elles de véritables actrices de l’émergence économique et sociale de notre continent.

Il est indéniable que les droits des femmes ont connu une progression importante durant ces dernières décennies, grâce au travail inlassable des associations et des mouvements féminins. Ils ont incontestablement fait évoluer les mentalités et influencé les États, qui ont davantage investi dans l’éducation des filles, la santé de la mère et de l’enfant, et ont favorisé l’implication des femmes dans les instances de décision avec des résultats tangibles.

EN AFRIQUE SUBSAHARIENNE, LA MOYENNE RÉGIONALE DE FEMMES SIÉGEANT AU PARLEMENT EST DE 23,7 %

Au Sénégal, par exemple, depuis deux ans, une petite révolution passe inaperçue : pour le concours de l’entrée en classe de sixième consacrant la fin de l’école primaire et l’accès au collège d’éducation moyen secondaire, il y a eu plus de filles présentées à l’examen que de garçons.

Autre avancée : en dépit de fausses croyances,  la fécondité en Afrique est en baisse depuis trente ans : elle est passée de 6,6 à 4,5 enfants en moyenne par femme, avec des écarts importants suivant les régions – en Afrique australe et en Afrique du Nord notamment, la moyenne est de 3 enfants par femme. De plus, par rapport à 1990, dans le cadre des Objectifs du Millénaire pour le Développement, la mortalité des enfants de moins de 5 ans a été réduite de 50 % en 2015.

La représentation des femmes dans les instances de décision a aussi connu des progressions notables. En Afrique subsaharienne, la moyenne régionale de femmes siégeant au Parlement est de 23,7 %, avec des pays-champions comme le Rwanda (61,3%), l’Afrique du Sud (42,7%), la Namibie (46,2%) et le Sénégal (41,8%). Selon le rapport 2019 de la Commission du statut de la femme des Nations unies, par rapport à 2017, davantage de femmes africaines sont en charge de portefeuilles traditionnellement réservés aux hommes, comme ceux de la Défense, des Affaires étrangères et des Finances.

La preuve par … l’argent

Ces avancées sont certes appréciables mais il faut accélérer les changements stratégiques qui propulseront plus rapidement les Africaines dans l’ère de la modernité et de l’égalité. Pour cela, rien de mieux que la preuve par … l’argent. Les budgets nationaux devront être restructurés en vue d’établir des benchmarks traçables mettant en évidence les investissements particulièrement dédiés aux femmes dans les domaines-clé que sont la santé, l’éducation, l’emploi décent, l’accès aux ressources ou la participation effective aux sphères de décision.

Chaque ministère devra dévoiler devant les parlements qui votent le budget national les allocations budgétaires spécifiques consacrées à l’avancement des droits des femmes et des filles. Dans le domaine de la santé, il est important que des lignes budgétaires conséquentes soient consacrées aux programmes de santé de la reproduction afin d’en finir avec la mortalité maternelle et infantile qui, bien qu’en nette baisse, reste la plus forte au monde.

Priorité à l’éducation des filles

Dans de nombreux pays africains, l’accès aux contraceptifs relève encore du parcours du combattant, notamment pour les femmes rurales, sous-informées et éloignées de tout poste de santé.

IL EST URGENT QUE LES PAYS AFRICAINS ASSURENT LE FINANCEMENT SUR FONDS PROPRES DES STOCKS DE CONTRACEPTIFS

Les stocks de contraceptifs restent fortement dépendants des financements extérieurs. Par conséquent, il est urgent que les pays africains en assurent le financement sur fonds propres afin que les femmes du continent puissent choisir plus librement la taille de leur famille. L’éducation des filles doit être une priorité notamment pour ce qui concerne leur maintien dans le système scolaire secondaire et universitaire. Le financement d’internats féminins et de bourses d’études permet de donner plus de chance aux filles issues de milieux défavorisées.

Processus d’industrialisation

L’agriculture est le secteur qui occupe la majorité des travailleurs en Afrique ;  il est donc impératif  de renforcer le leadership des femmes par des allocations budgétaires spécifiques en vue du financement de programmes favorisant leur l’accès à la terre, aux matériels agricoles modernes et aux crédits bancaires pour développer des chaines de valeur agricoles.

LES ÉTATS DEVRONT FAIRE LE PARI DE TRANSFORMER CES MILLIERS D’ENTREPRENEUSES DU SECTEUR INFORMEL EN CAPITAINES D’INDUSTRIE

Dans le même élan, les Africaines devront être parties prenantes du processus d’industrialisation du continent. Les États devront faire le pari de transformer ces milliers d’entrepreneuses du secteur informel en capitaines d’industrie. Par exemple, les braves « nanas-benz » du marché de Cotonou,  oligarques de la vente et revente du textile importé, devraient passer à l’étape de chefs d’industrie de fabrication du textile.

En matière de participation aux instances de décision, il est temps que l’Union africaine consacre l’obligation de la parité absolue à tous les postes électifs et nominatifs. Ce ne serait que justice puisque nous sommes, hommes et femmes, égaux en droits et obligations, suivant les Constitutions que nous nous sommes choisies.

Lire l’article original sur le site de Jeune Afrique.

Pour un pacte de soutenabilité et de croissance

Un nouveau rapport destiné au commissaire à l’Economie Paolo Gentiloni, auquel Hélène Rey a participé, recommande une approche prudentielle pour les finances publiques face au risque climatique. La dette incorporerait les coûts liés au climat et la règle des 3 % de déficit n’inclurait pas les investissements liés à décarbonation.

Par Hélène Rey (professeure d’économie à la London Business School, chroniqueur aux « Echos »)

Publié le 3 mars 2022

Le nouvel avertissement du GIEC est passé presque inaperçu avec les horreurs de la guerre en Ukraine. Pourtant l’urgence climatique est plus présente que jamais et les perspectives de coopération internationale paraissent encore plus difficiles à atteindre. Notre inaction collective face à un risque climatique prévisible et dont on sait qu’il causera des dommages irréversibles est troublante. Elle n’est pas sans rappeler notre attitude passée envers les crises financières où, à de maintes reprises nous nous sommes refusés à payer des coûts modiques ex ante – comme imposer une régulation plus dure du système financier – pour éviter des crises financières qui ont été extrêmement dommageables ex post.

Nous avons attendu la crise dévastatrice de 2008, très coûteuse en particulier pour les finances publiques, avant de réformer notre système prudentiel et de prendre des mesures de prévention pour décroître les probabilités de futures crises. Bale III a probablement renchéri un peu le coût des opérations bancaires mais le renforcement des ratios prudentiels et la création d’autorités macroprudentielles auront surtout permis de diminuer les probabilités et coûts des crises financières futures.

Gérer de plus fréquentes catastrophes climatiques

Dans un nouveau rapport, auquel j’ai participé, pour le commissaire à l’Economie Paolo Gentiloni, nous proposons de faire la même chose dans le cadre des politiques budgétaires et recommandons une approche prudentielle pour les finances publiques face au risque climatique. Cette nouvelle approche pourrait sous-tendre une réforme du Pacte de stabilité et de croissance au niveau européen. Une approche prudentielle permettrait non seulement d’améliorer la soutenabilité des finances publiques des pays de l’Union européenne mais donnerait également des incitations aux Etats pour qu’ils agissent plus tôt, de manière préventive contre le changement climatique.

Une approche prudentielle permettrait d’améliorer la soutenabilité des finances publiques des pays de l’UE mais donnerait également des incitations aux Etats pour qu’ils agissent de manière préventive contre le changement climatique.

Les projections de la trajectoire des finances publiques sont basées sur des scénarios médians qui ne prennent pas en compte les futures crises, ou de façon très minimale. Ainsi, il n’y a pas d’estimations des dettes futures qui résulteraient des effets du changement climatique, bien que nous sachions d’ores et déjà que les dérèglements climatiques seront très coûteux et que ce coût se reflétera pour une large part par des augmentations de déficits publics. Il faudra gérer les catastrophes climatiques plus fréquentes par exemple et l’Etat est l’assureur de dernier ressort.

Puisque nous ignorons ces futurs coûts, nous n’avons pas d’incitation à agir maintenant pour les faire diminuer. Comme avec les crises financières, nous nous en trouverons bien plus endettés dans le futur.

Récompenser les pays qui mènent des actions préventives

Adopter une approche prudentielle des finances publiques consisterait à estimer les futurs coûts dus au climat en cohérence avec l’engagement de l’Etat français d’une neutralité carbone en 2050 et les valeurs du carbone correspondantes ; à estimer l’impact de ces coûts sur la dette ; à estimer le coût des investissements publics pour limiter le changement climatique ; à mettre en place une gouvernance qui tienne compte de ce nouveau concept de dette incluant les coûts du climat dans les analyses de soutenabilité, et qui récompense les pays cherchant à les faire diminuer par des actions préventives.

La dette incorporerait les coûts liés au climat et la règle des 3 % de déficit n’inclurait pas les investissements liés à décarbonation.

Concrètement, les estimations de gains potentiels en termes budgétaires dépendent en particulier de la valeur carbone , du rôle de l’Etat dans l’économie et du montant des gains revenant à chaque pays lorsque les émissions de gaz à effet de serre diminuent de façon globale. Ces gains sont plus importants lorsque le stock de gaz à effet de serre accumulé est élevé et si beaucoup de pays participent à la décarbonation, d’où l’intérêt d’une coordination au niveau européen.

En pratique, le Pacte de stabilité et de croissance devrait être remplacé par un pacte de soutenabilité et de croissance reflétant cette approche prudentielle. La dette incorporerait les coûts liés au climat et la règle des 3 % de déficit n’inclurait pas les investissements liés à décarbonation. La nature et le coût de ces investissements comme le calcul de la dette totale seraient évaluées par une instance indépendante.

Lire l’article original sur le site des Echos.

Serge Ekué – Président de la BOAD : « L’actualité nous pousse à faire les choses et à les faire vite »